Overall Totals - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

Language
English
Product
Intergraph Smart Materials
Subproduct
Classic
Search by Category
Help
Smart Materials/Smart Reference Data Version
2020 (10.0)

If you select the ‘Traffic’ node or any of the EML top nodes, a window opens where you can see the totals for all three traffic stages - planned (regardless of whether planned data has been frozen already or not), forecast, and actual. Supplements (if existing) are not taken into account.

In order to provide you with up-to-date figures, the totals are calculated on-the-fly whenever necessary. The totals are calculated once when you open this window for the first time after calling PT.20.01 Traffic Tree. Opening this window again will use cached values as much as possible; that is, new calculations will be limited to areas where data changes have been detected, thus reducing response time.

The Weight fields display the total weights of the Planned, Forecast, and Actual stages, calculated for the unit defined by project default ZX_WEIGHT. This unit is shown in the Weight Unit field.

The Volume fields display the total volumes of the Planned, Forecast, and Actual stages, calculated for the unit defined by project default ZX_VOLUME. This unit is shown in the Volume Unit field.

The red background color of the Weight and Volume fields indicates missing conversion factors.

The Freight Ton fields display the freight tons of the Planned, Forecast, and Actual stages. The freight tons value is the maximum of either the total weight in metric tons or the total volume in cubic meters, whichever is greater. The calculation of the freight tons requires that the project defaults ZX_TON and ZX_CUBIC_M are set and possibly conversion factors are defined on A.10.13 Unit to Unit. With ZX_TON, you define the metric weight unit that represents 'tons'; with ZX_CUBIC_M, you define the unit that represents 'cubic meters'. If any weight unit or the default volume unit of the project differ from these units, a conversion is done before determining the freight tons.

The Transport Cost fields display the summarized transport costs of the Planned, Forecast, and Actual stages, calculated for the currency defined by project default ZX_CURCY. This currency is shown in the Currency field. In the case of currency conversion failures during summarizing transport cost details, the background color of this field will be set to red. This color indicates that the displayed value does not represent the complete amount but must be interpreted as a lower bound to the total transport costs instead. If the Diff check box is marked, you can double-click in these fields to open a window showing the subtotals per currency.

Click OK to close this window.

The Diff check box indicates whether the total transport costs of any traffic stage include at least one price code with a currency different from the value of project default ZX_CURCY.

The total transport costs are calculated by adding the planned transport costs and the total budget and then displaying the resulting value in the Total Transport Cost field.

If EML supplements are available, the totals of these supplements are displayed in the bottom half of the detail window.

The Weight fields display the total weights of the Forecast and Actual stages of the selected supplement, calculated for the unit defined by project default ZX_WEIGHT. This unit is shown in the Weight Unit field.

The Volume fields display the total volumes of the Forecast and Actual stages of the selected supplement, calculated for the unit defined by project default ZX_VOLUME. This unit is shown in the Volume Unit field.

The Freight Ton fields display the freight tons of the Forecast and Actual stages of the selected supplement.

The Transport Cost fields display the summarized transport costs of the Forecast and Actual stages of the selected supplement, calculated for the currency defined by project default ZX_CURCY. This currency is shown in the Currency field.

The Total Transport Cost field shows the total transport costs that are calculated by adding the planned transport costs and the total balance, if this is non-negative. Otherwise, the value of the (frozen) planned transport costs is displayed.

To freeze the planned data, click the Freeze button at the bottom. This button can only be used once, which means it will disappear after the planned data has been frozen. Under certain circumstances it is possible to reverse the data freeze. See below the description of the Unfreeze button.

When the first order for logistics services has been placed, the planned data is frozen and work in the forecast and actual stages begins. Nonetheless, you can always work in the other stages regardless of whether the planned data has been frozen or not. This freeze comprises all data of the planned stage including preliminary packing lists, packages and packaged items, including assigned costs and schedule information.

After freezing, no more changes can be applied to the data in the planned stage. Additional requisitions or orders that are created after the freeze will not appear below the 'Planned' node. The same applies to the definition or modification of preliminary packing on PT.20.21 Preliminary Packages. Additionally, the setting of the following project defaults can no longer be changed:

  • ZX_CUBIC_M

  • ZX_CURCY

  • ZX_DIM

  • ZX_TON

  • ZX_VOLUME

  • ZX_WEIGHT

The data freeze can be a time-consuming operation, and its effects are significant. For this reason, only users with the TRAFFIC FREEZE privilege are allowed to use this button. Furthermore, a warning appears before the data is finally frozen.

After planned data has been frozen, the 'Planned' node is labeled 'Frozen Planned'.

Situations can arise in which reversing the data freeze is inevitable. In such a case, users with the TRAFFIC UNFREEZE privilege can click the Unfreeze button to make the planned stage accessible again. A warning will appear before this operation is carried out. After unfreezing has been successfully completed, this button is replaced by the Freeze button, and the 'Frozen Planned' node is renamed to 'Planned'.

Unfreezing planned data is no longer possible once the Copy button has been used.

If you click the Copy button, all planned data, comprising preliminary packing and requisitions or orders created after freezing the planned data, will become visible below the 'Forecast' node. This Copy operation is a significant operation, and no 'undo' or reverse is possible. It further makes the freeze of planned data irreversible. Thus, only users with the TRAFFIC COPY privilege can use this button. Furthermore, you must confirm a message before the operation is finally executed.

After the Copy button is clicked, traffic data located below the 'Forecast' and 'Actual' nodes can be frozen at any time using the Supplement button. Thus, you can create a history that documents the development of traffic data. These supplements will appear as extra nodes on the same level as the 'Frozen Planned', 'Forecast', and 'Actual' nodes, and will be located between the 'Frozen Planned' node and the 'Forecast' node. The naming of supplement nodes can be configured by modifying the CIP m_pck_traffic_custom.get_supp_label. By default, a supplement node will be labeled following the pattern 'Suppl <x> - <date>' where <x> denotes the consecutive number of the supplement (starting with 0) and <date> is the date on which the supplement has been created.

When you click the Contingencies button, a window opens where you can view and edit contingency budgets.

Here you can see all price codes that are related to a transport code marked as a contingency on PT.10.02 Transport Costs. For each of these price codes, you can enter the total price budget. Furthermore, the total price assigned is calculated for each price code, as is the total price balance.

The price codes that are displayed depend on the selected top-level node. Because transport codes are always related to an EML number, only price codes defined for transport codes that are related to the EML number represented by the selected top-level node are shown. However, if you selected the 'Traffic' node, the restriction to a certain EML number does not apply.

The name of the price code is displayed in the Price Code field, with the description in the Description field.

Enter the budget for the price code in the Total Price Budget field.

The Total Price Assigned field shows the sum of the total prices of all assignments of the price code to traffic objects. The difference between the total price budget and the total price assigned is shown in the Total Price Balance field.

The Currency field shows the currency in which the price per base unit is specified for the price code. This currency also applies to the total price budget, the total price assigned, and the total price balance.

The Total Budget, Total Assigned, and Total Balance fields at the bottom of the first (Contingencies) block show the sum of the related fields above, calculated for the currency specified by project default ZX_CURCY. This currency is displayed in the Currency field.

In the second (Contingency Details) block, you can see all traffic objects to which the selected price code has been assigned. It is also possible to attach that price code to means of conveyance or release notes.

The type of object to which the price code is attached is shown in the Level field. Available values are:

  • Means of Conveyance

  • Release Note

  • Package

  • Preliminary Packing List

  • Preliminary Package

However, when you insert a new record, only the 'Means of Conveyance' and 'Release Note' values are available. If you intend to attach a price code to an object of the other types, you must use the P.70.74 Packages or PT.20.21 Preliminary Packages screens.

Depending on the selected level, the carrier name, release note number, package number, PPL number, or preliminary package number is displayed in the Object Number field.

The Total Price field shows the total price for the selected object, with its currency in the Currency field. The currency is the same as the currency of the selected price code.

The Total Price Assigned field shows the sum of all total prices displayed above, converted to the currency given by the setting of project default ZX_CURCY. This currency is displayed in the Currency field.