Company Profile - Intergraph Smart Materials - Version 10.2 - Help - Hexagon

Intergraph Smart Materials Classic Help

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Smart Materials/Smart Reference Data Version
10.2

To view and approve company profiles for new companies registered using the P.20.02 and P.20.03 screens, you can use the P.20.04 Company Profile screen.

P.20.0.4 screen

Only companies with approved login requests are displayed on this screen.

If DBA setting COMP_REG_QLF is set to 2-Step or 3-Step, the company profile must be approved to allow the supplier/subcontractor to proceed with the qualifications part of the questionnaire.

In the Company block, the companies are shown with their company code in the Company field and the company name in the Company Name field. The Approved indicator shows if the company profile of the selected company is already approved.

SHARED Tip You can use the Approved indicator to query for approved or not approved companies. Click the Enter Query button, select or clear the Approved check box, and click the Exe Query button to display only approved or non-approved companies.

If the Open RFIs indicator is marked, there are pending requests for information which you have sent to the registering company, but have not been answered.

Usually companies are displayed for which a submitted company profile is available. If you want to view the companies that have not yet submitted a company profile, select No from the Submitted Company Profile Available? radio group and click the Exe Query button.

In the Company Profiles block, the company profile part of the questionnaire is displayed with the answers and documents provided by the selected supplier/subcontractor.

The Show latest revision (not submitted yet) check box is only visible if the displayed company profile does not have the highest revision. This means the supplier/subcontractor has revised his company profile but has not submitted this new revision yet. You can select this check box to display the current revision of the answer set that is still being worked on. Consequently, the Approval Sequence button will be disabled in this case.

The Question field shows the text of the question as it was defined on P.10.25.

A light blue background in the Question box indicates that the question is not available in the login language. In the case that a question has conditional questions assigned, the question is highlighted with red background color and the conditional questions are displayed in the Conditional Questions block at the bottom of the screen.

The Info field shows additional information for the question.

The answer given by the supplier/subcontractor is displayed in the Answer field. If multiple answers were provided for Multiple Answers type questions, all answers are displayed, separated by semicolons. Double-click the answer to open a dialog where all available answers are displayed, with the selected answers on top.

If any documents are attached to the question, the View Documents button is displayed with a green color. Click the button to open the documents window showing the files uploaded for the selected question/answer.

Here you can click the View button to open and view the attached file. Click the Close button to close this window.

To start the approval of a company profile, click the Approval Sequence button at the bottom of the screen. The A.20.49 Approval Sequence screen opens, where the company profile can be approved or rejected.

  • The button is disabled if the company profile displayed has not been submitted yet or if a newer revision exists that is still being worked on and therefore has not been submitted yet.

  • The approval sequence is filled using the approval template assigned to DBA setting COMPANY_PROFILE_APT. If the DBA setting is not set, the approval template assigned to only one question of the company profile questionnaire is used to fill the approval sequence. If no approval template is assigned to the questionnaire and the DBA setting, you can manually enter the approval sequence to approve.

When the company profile is accepted or rejected, the CIP m_pck_company_custom.check_company_profile_approval is executed. This CIP can be used, for example, to perform checks for data integrity or to check data in other systems. If the CIP raises an error or returns FALSE, the changes will be rejected.