Lets' first have a look on Smart Materials work process and also how agreements fits
in that through the below tutorial:
The Agreements screen displays the existing agreements of the selected project with the agreement
number and supplement, the agreement type, the assigned supplier and buyer, and the
agreement status. Each agreement status is associated with a priority, and the agreements
are sorted by this priority from high to low. The lower a priority number is, the
higher is the priority and the more attention should be paid to it. For example, open
and delayed agreements require more attention than agreements that are already closed.
When grouping the agreements, the status with the highest priority of the grouped
agreements is shown. For example, if there are delayed and approved agreements for
a supplier, the supplier’s status will be Delayed.
Which agreements are displayed depends on your privileges (Buyer).
Only users with the BUYER privilege can be assigned to an agreement as a buyer. The
buyer can display and maintain his own agreements, that is, the agreements where he
is assigned as a buyer.
Procurement managers with the ASSIGN BUYER privilege can assign buyers to agreements.
These managers can view all agreements of the project(s).
If you don't have either the BUYER or the ASSIGN BUYER privilege, no agreements appear
in the tree.
Because privilege assignment can vary from project to project, the display of the
agreements can be different depending on the selected project.
If sections are used, the displayed agreements are restricted to the sections assigned
to you (Section).
Sections can be used to limit the number of agreements that are available for a user.
Agreements without any section assigned are available for all users.
If a section is assigned to an agreement, this agreement only appears if you have
permission for this section. The permission for sections can be assigned on the user
security level or on the role level. If sections are assigned on the user security
level, these sections are used to restrict the displayed agreements. If no section
is assigned on the user security level, the software checks the roles assigned to
the login user.
The user gets the most he is allowed due to his settings. That is, for example, if
one user security for a project allows for only limited access due to the assigned
section(s), and another user security for the same project allows full access, the
user will have full access without any limitations with respect to sections. If at
least one user security grants full access, the only restriction may come from any
role assigned to the user. If at least one assigned role grants unlimited access,
the sections are not limited.
On this screen, you can add or delete agreements, or select an agreement to edit.
If you click an agreement, another window opens with the Agreement Data.
Category panel
The category panel appears on the left and shows the available categories and sub-categories
of the selected agreement, depending on the agreement type.
Click the category to view its sub-categories. Click the category again to hide the
sub-categories. If you click a sub-category or a category that does not have any sub-category,
it navigates to the corresponding section of the agreement details panel on the right
side. The available categories are:
Agreement Details
The agreement details are displayed and can be edited on the Agreement Details panel.
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Header
Allows you to edit information on the agreement header level like the agreement description,
the assigned buyer, the supplier, and so forth.
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Supplier
Allows you to enter supplier details like company name, contact, manufacturer, and
so forth.
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Responsibilities
Allows you to assign responsible persons (buyer, expediter, and so forth) to the agreement.
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Financial Details
Allows you to add financial details (currency, incoterm, payment type, and budget)
to the agreement.
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Delivery Details
Allows you to edit delivery details like routing method, delivery dates, and so forth.
This section only appears for materials agreements (purchase orders).
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Status
The Status section displays the agreement status. Examples for the status include the ready for
approval indicator, the technical evaluation complete date, the effective date, and
so forth.
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Subcontract Status
This section is only displayed for subcontract agreements.
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Signature
Allows you to sign a subcontract. This section only appears for subcontract agreements.
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Notice to Proceed Details
This section is displayed only for NTP (Notice to Proceed) agreements and for agreements
that were created from an NTP, using the Switch Type button.
-
Post Agreement
Allows you to enter and view post agreement data like inspection level, expediting
level, and criticality level. This section does not appear for subcontract agreements
and notices to proceed.
Attachments
In the Attachments section, you can select the following options:
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Documents
Documents can be attached to the agreement in the Documents section.
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VDRs
VDRs (Vendor Data Requirements) can be attached to the agreement in the VDRs section.
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Text and Terms
Text and Terms can be attached to the agreement in the Text and Terms section.
Financials
In the Financials section, you can select the following options:
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Other Costs
Other costs of an agreement such as freight or special fees that are not necessarily
associated with the material purchased can be edited in the Other Costs section.
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Total Costs
In the Total Costs section, you can see the total costs of the agreement, grouped by currency.
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Progress Payment Events
Use the Progress Payment Events section to assign progress payment events to the agreement.
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Forecast Payments
Use the Forecast Payments section to view the forecasted payments for the pre-defined progress payment events.
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Schedule of Values
Use the Schedule of Values section to view and edit the schedule of values (price breakdown) information of
the agreement.
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Guarantees
In the Guarantees section, you can record the receipt and return of supplier guarantees. Guarantees
can be entered or modified at any time. There is no limitation with respect to the
approval of an agreement
Line Items
The line items of the agreement are displayed and can be edited in the Line Items panel.
Item Shipments
The item shipments of the agreement appear in the Item Shipments panel. This sub-category is not available for agreements of type subcontract.
Addresses
On the Addresses panel, you can assign addresses of different address types to the agreement such
as billing address, shipping address, and so forth.
Alternates and Options
On the Alternates and Options panel, you can specify alternative or optional items.
Subcontract Information
This category is only available for Subcontract agreements. It contains the following
sub-categories:
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Scope of Work
In the Scope of Work section, you can attach scope of work (SOW) descriptions to the agreement.
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Scope of Work Milestones
In the SOW Milestones section, you can maintain SOW milestones and their details attached to the agreement.
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Labor Rates
Labor rates for subcontracts can be specified in the Labor Rates section.
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Equipment Rates
Equipment rates for subcontracts can be specified in the Equipment Rates section.
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Allowances
Allowance rates for subcontracts can be specified in the Allowances section.
Variation Rates
Variation rates are used to manage price changes. Variation rates can be specified
in the Variation Rates section.
Closeout Activities
With closeout activities, you can specify a set of standard events that must occur
before an agreement is considered closed. The closeout activities are assigned to
the agreement in order to track and control activities to finalize and close the agreement.
Agreement detail panel
The details of the selected agreement appear on the agreement detail panel next to
the category panel.
What do you want to do?