Change ownership of a PPL and packing list - Intergraph Smart Materials - Version 10.1 - Help - Hexagon PPM

Intergraph Smart Materials Help (10.1)

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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
10.1

What happens when I take ownership of a PPL or a packing list?

When you take ownership of a PPL or a packing list, you can work on those PPLs or packing lists. For example, you can create packages, assign item shipments, delete packages, and so on. After taking ownership of a PPL or packing list, the supplier can no longer edit them until you give ownership again to them.

What happens when I give ownership of a PPL or a packing list?

When you give ownership of a PPL or packing list, the supplier can work on those. For example, they can create packages, assign item shipments, delete packages, and so on. After giving ownership of a PPL or packing list, you can no longer edit them until you take back ownership again.

  1. Select Traffic from the Tasks list.

  2. Select Agreements from the list under Traffic Coordination.

  3. Click the required agreement number.

  4. Click Change PL/PPL Ownership. The PPLs appear.

  5. To change ownership for PPLs, select the Supplier Ownership check box for a PPL to give ownership of that PPL to the supplier. Similarly, clear this check box to take back ownership of a PPL.

  6. To change ownership for packing lists, click Packing Lists and select the Ownership To Supplier check boxes for the packing lists as required.

  7. Clear Use SMAT Portal check box, if the supplier will work in the Jovix application to update the packing list. Leave the check box selected, if the supplier will be using SMAT Portal.

    • You cannot change ownership for PPLs and packing lists at the same time.

    • For Smart Materials 10.1 and 10.2 version, you need to install sp9 and sp2 respectively for selecting Use SMAT Portal check box.

  8. Select the supplier users whom you want to send an email notification.

    This step depends on the project default ZP_SUP_NTF Please refer to SMAT project defaults help for more information.

  9. (Optional) Type a comment in the Comments to Supplier section.