Extended Expediting - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
2020 (10.0)

If you are working with Extended Expediting (ZP_NEWEXP is set to Y), the PX.20.71 Close Order screen opens. This screen enables you to close a purchase order or notice of commitment or to reverse the closing of a purchase order or notice of commitment.

An order can only be closed if all supplements have been approved (including change orders), all material has been received, and no open OS&Ds and no incomplete outstanding work lists exist.

For orders that have already been closed, the Closed check box is selected. Only for these orders is the Reverse button enabled.

Closing an order affects the data available on the P.70.71 Expediter Workload screen. In the workload, only orders that have not been closed can be selected.

All approved purchase orders (PO) and notices of commitment (NC) are displayed on this screen. Notices of commitment are only available as long as they have not been converted into a purchase order.

The Order Number field displays the number/name of the purchase order or notice of commitment. The order type is shown in the Type field. The available types are:

  • NC - Notice of Commitment

  • PO - Purchase Order

The Supplier field shows the name of the assigned supplier. The Origin field shows the origin of the order.

The user who is assigned as the buyer to this order is displayed in the Buyer field.

The Approved check box indicates whether any supplement of this order (including change orders) exists that has not been approved so far. This check box is selected if all supplements have been approved. You cannot close an order if any supplement exists that is not approved.

The Received check box indicates whether all material has been received. This check box is selected if all material of the order has been received on site and has been posted to the site inventory. Depending on the setting of project default ZP_RCV_TOL, the material is also regarded as being received if the complete quantity has not been received on site. The value of the project default represents a percentage value. If the tolerance is 0 (default value), the check box is only selected if all material or even more has been received and posted on site. If the specified tolerance is greater than 0, this check box is selected already if less than the ordered material has been received. To what degree lower quantities are accepted depends on the value of the tolerance. For example, if a quantity of 100 is expected for an order line item and only a quantity of 90 has been received, the material is regarded as being received if the tolerance is 10 or even more. If the tolerance is less (for example 5), the material is not regarded as being received. In that case, a minimum quantity of 95 must be received to reach that status.

If you have used the split tag functionality, you can only receive either the master tag or its detail tags. Nevertheless, material is regarded as being received if either the master or its details have been received completely, considering the tolerance given by project default ZP_RCV_TOL.

The OSD check box indicates whether all OS&Ds have been closed. The check box is not selected if any open OS&D exists for the order, covering all approved supplements of the order. All OS&Ds created by traffic and by site for a release note, a package, or a package item are taken into account.

The OWL check box indicates whether all outstanding work lists have been completed. This check box is selected if for no item shipment of the order (covering all approved supplements of the order) an outstanding work list exists that has not been completed. An order cannot be closed if any outstanding work list has not been completed.

The Closed check box indicates whether the order is closed. An order is regarded as being closed if the closed date has been set for all approved supplements of the order.

The Close button is enabled if the order (covering all supplements and change orders) has not been closed so far and if:

  • no change order exists that has not been approved so far,

  • all material has been received, that is, the Received check box is selected,

  • no open OS&Ds exist, that is, the OSD check box is selected, and

  • no incomplete outstanding work lists exist, that is, the OWL check box is selected.

When you click the Close button, the PO Close Date field of the selected order, including all supplements and change orders, is set to the current date. If the order is based on an inquiry and this order is the last or only one that is based on this inquiry, the PO Closed Date field on P.30.11 Inquiries is also set to the current date.

The Reverse button is active for all orders that have already been closed. If you click this button, all changes that were applied when clicking the Close button on this screen are reverted. That is, the date fields are cleared.