Edit sub orders - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

Intergraph Smart Materials Help (10.1)

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English (United States)
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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
10.1

Sub orders are created for any kind of material the supplier has to deliver, but does not manufacture himself. In contrast to IRCs and release notes, item shipments can be assigned to multiple sub orders.

  1. Click the Expediting task on the dashboard or select Expediting from the Tasks list.

  2. Select an agreement.

  3. Click the Inspection and Shipping Releases tab.

  4. Click Sub Orders.

    All sub orders of the selected agreement are displayed with Sub Order Number, Short Description and Description, Sub Vendor, and Pertinent Area. Additionally, these dates are displayed: Planned Delivery, Forecasted Delivery, Actual Delivery, and Last Info Date with Info Type.

  5. Click a Sub Order Number to view its assigned item shipments.

    The item shipments are displayed with this information:

    Pos - Order position (line item) number

    Sub - Order sub-position (sub line item) number

    IS Pos - Item shipment position number

    IS Sub - Item shipment sub-position number

    Suppl - Order supplement number

    Additionally, the Ident Code, Tag Number, Commodity Code, Item Ship Quantity with Quantity Unit, Item Shipment Weight and Total Item Shipment Weight with Weight Unit are displayed.

    On the Description tab, you can find the Ident Short Description and Ident Deviation, and on the Schedule tab the Planned, Actual and Forecasted Delivery Date info of the selected item shipment.

Create sub orders

  1. Click Add Sub Order Com_Add ICON.

  2. Type a unique Sub Order Number.

  3. Type the sub order description in the Short Description and Description cells.

  4. Enter the vendor who should deliver the item from the Sub Vendor list.

    Use the select list or type the vendor name.

    • You can enter vendor names that are not in the list.

    • If project default ZP_PROJSUP is set to Y, only project suppliers are available for selection.

  5. Optionally, enter the Pertinent Area.

  6. To specify the delivery date, you can enter Planned Delivery, Forecasted Delivery, and Actual Delivery.

  7. Optionally, enter the Last Info Date and select the Info Type.

  8. Click Save.

SHARED Tip To delete the selected sub order, click Delete Sub Order ICON Remove.

Add comments to sub orders

  1. Click Comments Com_Comments ICON.

  2. To add a new comment, proceed as follows:

    1. Type a sequence number in the Seq box.

    2. Type the comment in the Comment box.

    3. Click Add Comment Com_Publish ICON.

    4. Click Save.

  • To remove a comment, click the X above.

  • To sort the displayed comments, select Ascending or Descending at the top right.

Assign item shipments to sub order

  1. Click the Sub Order Number.

  2. Click Add Item Shipment Com_Add ICON.

  3. In the Item Shipments dialog, select the item shipments you want to assign and click Add.

  4. Click Save.

  5. Click the Description tab to view the ident short description and the ident deviation of the selected item shipment.

  6. Click the Schedule tab to display the planned delivery, forecasted delivery, and actual delivery date of the selected item shipment.

  7. Click All Sub Orders to return to the Sub Order overview.

SHARED Tip To remove the selected item shipment, click Remove Item Shipment ICON Remove.

Assign and edit item shipment properties and CIPs

With the use of attached properties you can provide additional information in a flexible way.

Properties assigned to the Sub Order Details grid via role are displayed in the Properties section. Customer-Installed Procedures assigned to the Sub Order Details grid via role are displayed in the CIPs section.

For adding properties or property sets, editing or deleting properties, proceed as follows:

  1. Select an item shipment.

  2. Click Manage Properties Com_Properties ICON.

  3. To add a new property, do the following:

    1. Click Add Property Com_Add ICON.

    2. Click Group Com_LOV_Add ICON and select a property group.

    3. Click Name Com_LOV_Add ICON and select a property.

    4. Type a property value in the Value box.

      SHARED Tip If a select list was defined for the property, you can click Com_LOV_Add ICON to select a valid value.

    5. Click Save.

  4. To add a pre-defined set of properties, do the following:

    1. Click Add Property Set Com_Set_Add ICON.

    2. Select the property set.

    3. Clear the check boxes of the properties which shall not be added.

    4. Click Add.

  5. To remove properties, do the following:

    1. Select the property you want to remove.

    2. Click Delete Property ICON Remove.