Edit agreement status - 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

On the Status panel, you can view and edit agreement status information.

  1. Click Status on the category panel.

  2. Click Effective Date Com_LOV_Add ICON and select the date when the agreement is effective.

    If project default ZP_SMINCPO is set to N (default), this box is only displayed for subcontract agreements.

  3. Click Notice to Proceed Com_LOV_Add ICON and select the date when the supplier can proceed from the calendar.

    • This field is only displayed for subcontract agreements.

    • If any comment has been attached to the agreement, the Comments check box is selected.

  4. Select the Comments Settled check box if all comments attached to the agreement have been settled.

    • You can select this check box even after the agreement has been approved.

    • If the agreement is based on a quote summary, the Escalation Notice indicator shows whether an escalation notice exists for this quote.

  5. Click Receipt Confirmation Com_LOV_Add ICON and select the date when the buyer has received the supplier's acknowledgment of having received the agreement.

    • You cannot enter dates in the future.

    • This date is updateable even after the approval of the agreement.

  6. Click TE Completion Com_LOV_Add ICON and select the date when the technical evaluation of all line items has been completed.

    • You must have the TECHNICAL EVALUATION privilege to set this date.

    • This date must be filled to be able to approve an agreement that has at least one line item for which a technical evaluation is required. If the agreement has been created based on a quote summary, the date of completion of the technical evaluation is copied from the quote and displayed here.

  7. Select the Ready for Approval check box if the agreement is ready for approval.

    • The check box can only be selected if the agreement approval has not started.

    • The date when Ready for Approval has been selected appears in the Ready for Approval Date box and cannot be changed.

    • The name of the user who approves the agreement appears in the Approved By box. In case of a multi-step approval the last approver is shown.

    • This field is not displayed for a notice to proceed. The date when the agreement has been (finally) approved appears in the Approval Date box.

    • The check box and the above mentioned boxes are not displayed for a notice to proceed.

      For more details about the approval process, see Advanced approval, project default ZP_USE_APT, and the Ready for Approval CIP.

      If advanced approval is activated (project default ZP_ADV_APR is set to Y), and the restricted RFA handling is deactivated (project default ZP_STR_RFA is set to N), you can clear the Ready for Approval check box.

      If advanced approval is activated (ZP_ADV_APR is set to Y), and the restricted RFA handling is activated (ZP_STR_RFA is set to Y), you can clear the Ready for Approval check box only if you have the UNLOCK AGREEMENT privilege and if you are not the buyer of this agreement.

      The ZP_USE_APT project default is used for controlling whether the application is to check for missing settings with respect to approval templates. If the project default is set to Y (default), the software checks if the project defaults that define the approval templates to be used for an agreement are set. If they are not set, the user is informed accordingly. If the project default is set to N, this check is not performed and consequently no warning appears in case of missing settings.

      The customer installed procedure (CIP) pck_approval_custom.append_approval_document is executed when an approval sequence is assigned to the agreement and you select the Ready for Approval check box. By default the procedure returns N. If the procedure returns Y, a message is displayed asking if you want to attach the document for the approval sequence. If you click Yes, a dialog box opens where you select the file to be uploaded and attached. When you save, this file is attached to the email that is sent to the first approver.

  8. Click Approval Sequence to view and edit the assigned approval sequence. See Perform multi-step approval for more information.

  9. Click Issued Com_DateAndTime ICON and select the date when the agreement was issued to the supplier.

    • The issue date can be set independent of the agreement approval as long as the agreement is not closed.

    • If the agreement was created based on a quote summary, the date can only be set after you have completed the technical evaluation for this quote summary.

    • This field is not displayed for a notice to proceed.

      The date when the agreement has been closed by expediting is displayed in the Closed box. This box is not displayed for a notice to proceed.