The minimum information Smart Materials requires for requisition approval is the delivery location (destination) and the delivery date (ROS date). This information is required for every item on the requisition and can be applied (propagated) globally or on an individual, item-by-item, basis.
The ROS (Required On Site) date is the date when the material is required at its destination, which could be a fabrication yard, a paint shop, or the construction site. The Smart Materials MSCM and Site modules use this date in tender documents, agreements, and for site planning. The standard CIP m_pck_req_custom.std_ros_date is delivered with the software. It is called by the MTO job to calculate the ROS date. This CIP searches for the BOM position attribute ROS_DATE and copies its value to the requisition ROS date to prevent any further data from being entered by the user. This procedure requires that the ROS_DATE attribute is defined as a BOM position attribute and filled with a date value. You can customize this CIP function to retrieve this information from other sources, for example, external files or attribute information on components.
The delivery designation is specified on the A.10.39 Delivery Designations screen, and it represents the destination. Each project has different destinations depending on traffic routes and fabrication and site locations. The concept of delivery routes provides a basis for expediting and estimating when material arrives at its destination.
If the Forecast tool of the Site module is used to search back through the supply
chain, only those destinations specified with the ‘Site’ type are included in this
search.
Taking the example of the ROS date, the required fields are updated as follows:
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Select the requisition and double-click in the Engineering Requisition field,
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Select a date from the LOV in the ROS Date field,
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Right-click in the field to open the shortcut menu,
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Select the Populate downwards command item to populate the entered value to all fields in a downward manner,
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Or, select the Global update command to populate all line items of the selected requisition with the entered date.
In the same way, you can update the following fields:
Activity Code - An activity can be assigned to the requisition line item using the LOV in this field. When you enter an activity, the current date of that activity is copied over to the ROS Date field.
Procure Channel - Procurement Channel. This attribute must be filled only if the material on this requisition line item is not processed by the procurement department. This attribute can be filled automatically by the CIP m_pck_req_custom.std_proc_channel during MTO job execution.
Account Code - The account code can be universally applied here or on an individual line item basis. However, the most efficient way to apply an account code is to incorporate a CIP function during the MTO job.
Weight Unit - The weight unit can be entered using the LOV in the Weight Unit field. All units defined for the unit groups 'WEIGHT' and 'QUANTITY' are available for selection in this field.
Budget - You can enter a budget value for the selected requisition line item in this field.
Currency - Typically, this value is applied by procurement in the MSCM module. However, a default can be applied here.
Delivery Designation – See description above.
TE Rqd indicator - A technical evaluation is required if this indicator is selected. This value can be specified during the MTO job, but it can be changed here if required.
Allow RTP indicator – This indicator shows whether positions can be released to procurement or not. This indicator enables you to lock positions from releasing to procurement.
When the requisition is released, there is no way to release locked positions from
this requisition later on.