Manage procurement related master data - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

Intergraph Smart Materials Help (10.1)

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Smart Materials/Smart Reference Data Version
10.1

In the Procurement category you can define the following procurement related master data items:

Closeout Activities - Closeout activities can be assigned to an agreement in order to track and control activities to finalize and close the agreement. With closeout activities, you specify a set of standard events that must occur before an agreement is considered closed. See Define closeout activities for more information.

Company Types - Enables you to link company types to material or service types. See Link company types to material or service types for more details.

Container Dimensions - Enables you to define the dimensions of the containers that are used for the traffic module.

Container Types - Enables you to define container types that are used in traffic module.

Decline Reasons - Enables you to define decline reasons that are used in the Portal when a bidder does not want to offer a bid for an inquiry. See Define decline reasons for more details.

Deliverable Statuses - Enables you to define the status of the deliverables in the expediting module.

Delivery Places - Enables you to define delivery places and assign geographical areas, to specify the locations where the material has to be shipped.

Diversity Codes - Enables you to define the diversity codes used to qualify the business minority type of a company. The following are some of the examples of diversity codes:

  • Hispanic American

  • African American

  • Asian-Pacific American

  • Historical Black College

  • Native American

Expediting Rules - Allows you to define number rules that are used to automatically generate numbers on creating an MCS, IRC or release note. See Define expediting rules for more information.

Evaluation and Selection Processes - Enables you to define the evaluation and selection processes that are used for the subcontracting phase.

Fabrication/Inspection Locations - Enables you to define fabrication and inspection locations which can be assigned to individual agreement line item shipments to be used for filtering and for reporting purposes, to group inspection by location.

Forecasted Means of Transport - Allows you to set methods of transportation (MOT) codes. You can also link the MOT codes with any of the seven MOC types: Air Freight, LCL, FCL, Break Bulk, Barge, Wagon, Truck. The project default ZP_LNK_MOC must be set to 'Yes' for establishing the link between forecasted means of transport and final means of conveyance.

Geographical Areas - Enables you to define geographical areas that are used for price codes and delivery places.

Goods and Service Types - Enables you to define goods and service types that are used for the subcontracting phase. These types include the following:

  • Professional services

  • Construction subcontracts

  • Material and equipment

  • Equipment rental/lease

  • Consumables/site operations

Guarantee Document Types - Enables you to define the document types that are used for the Agreements module.

Hold Codes - Enables you to define the codes for the fabrication tracking phase.

Incoterms - Enables you to define three-letter incoterms (international commercial terms) that are used on agreements to communicate the tasks, costs, and risks associated with the transportation and delivery of goods. See Define incoterms for more information.

Inspection Documents - Enables you to define the documents used for the inspection phase.

Levels and Events - Enables you to define expediting and inspection levels and events to be assigned to agreements in the Expediting screen. See Define levels and events for more information.

Materials and Services - Enables you to define materials and services which can be used on requisitions, inquiries, and agreements, as filter criteria to find the appropriate suppliers. See Manage materials and services for more details.

Other Costs - Enables you to define other costs that can be assigned to inquiries and agreements on header and line item level. See Define other costs for more details.

Package Types - Enables you to define the package types that are used in Traffic module.

Pertinent Areas - Enables you to define pertinent areas for engineering requisitions, tagged items, or item shipments in the expediting and inspection phases. Pertinent area can be a geographical area.

Planning Setup - Enables you to define Planning related master data like milestones, milestone sets, and groups. See Manage planning setup for more details.

Pricing Types - Enables you to define pricing types for the subcontracting phase. The pricing types can include:

  • Lump sum price

  • Measured quantity

  • Fixed unit price

  • Time & material

  • Cost reimbursable

Progress Payment Events - Enables you to define progress payment events if partial payment of the services was agreed based on completion of certain events, such as site set-up, foundation, and so on. These payment events are further used to track the progress payments. You can assign progress payment events to quotes.

Question List - Enables you to define questions for the Portal registration process (company profile, qualifications, material and service questions) and the bid evaluation (commercial and technical questions). See Define questions for more information.

Question Sets - Enables you to define sets of technical or commercial questions which can be attached to requisitions and inquiries. See Define question sets for more information.

Routing Methods - Enables you to define delivery designations and assign routing methods. See Define routing methods and Update routing methods for more information.

Sections - Enables you to limit the number of requisitions, inquiries, and agreements that are available for a user on the Procurement screens. If no section is assigned through user securities or the user role, you can see all requisitions, inquiries, and agreements. In this case, the section is not used as a display filter on the corresponding screens. If a section is assigned through user securities, you can only see the requisitions, inquiries, and agreements with this section assigned or with no section assigned. Any section assigned to the user’s role will be disregarded. If sections were not assigned to the user but to the user’s role, only the requisitions, inquiries, and agreements assigned to these sections or without a section assigned are available for the user.

Selection Codes - Enables you to define selection codes to item shipments in the expediting modules.

Shipping Locations - Allows you to define the departure and arrival points in a project and also specify which of the shipping locations can be final destinations.

Site Storage Codes - Enables you to define the site storage codes for a project. Site storage codes identify a storage location at a site and are assigned to packages in the Traffic module.

Sourcing Strategies - Enables you to define sourcing strategies for subcontracting phase.

Stackable Tiers - Enables you to define different tiers within a stack of material. Stackable tiers are assigned to packages in the Traffic module and determine the tier in which a package should be kept in a particular stack of material.

Transportation Codes - Enables you to define the transportation codes that are used for the traffic module.

Truck Types - Allows you to define truck types that are used for shipments.

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