Document Types - 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)

Documents are generated and attached to requisitions during MTO jobs, according to the rules defined by the assigned document types.

Document types are defined on the R.10.24 Document Types screen. Document types can be combined into sets on the R.10.25 screen.

Enter the document type name in the Document Type field and the descriptions in the Short Desc and Description fields.

With a name rule, you define how document names are created during a MTO job. For the rule definition, you can use any fixed text in combination with several predefined parameters. To add parameters to the rule definition, use the LOV in the Name Rule field to select the parameters from the list of available values as shown in the picture below.

The parameters must be delimited by the special character #. This is done automatically when selecting the parameters from the LOV. Free text must be entered without this special character.

If the LL (line level) indicator is checked, the document type applies to the requisition line items; otherwise, it applies to the requisition header

The Where condition can only be assigned if the LL indicator is selected. The Where condition is used by the MTO job to filter the req lines. For more information see Where Conditions. To assign a Where condition, either use the LOV in the Where Condition field to select one or double-click in the field to open the A.60.06 screen, which displays all existing Where conditions for R.10.24. You can either select one of the existing Where conditions or create a new one. The picture below shows an example of a Where condition.

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