Edit post agreement information - Intergraph Smart Materials - Version 10.1 - Help - Hexagon PPM

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

The Post Agreement panel is not displayed for manual purchase orders, notices to proceed, blanket orders, and master agreements. For agreement type subcontract only Invoice Retention %, Invoice Check, and Invoice Tolerance boxes are displayed.

  1. Click Post Agreement on the category panel.

  2. Click Expediting Level Com_LOV_Add ICON and select the appropriate level.

  3. Click Inspection Level Com_LOV_Add ICON and select the appropriate level.

    Events are automatically created for the expediting and inspection level assigned to the agreement header, when approving the agreement. If the levels are changed on a change order, the existing events will not be updated.

  4. Click Criticality Level Com_LOV_Add ICON and select the appropriate level.

  5. Click Off Rent Date Com_DateAndTime ICON and select the off rent date.

  6. Type the retention percentage value in the Invoice Retention % box.

    The retention percentage value is used to calculate the retention value and the paid amount of an invoice.

  7. Select a value from the list in the Invoice Check box.

    • You can only change the invoice check value if no invoice exists for the agreement.

    • If the invoice check is set to 2 Way Check, the invoice quantity cannot be greater than order quantity plus invoice tolerance % of order quantity.

    • If the invoice check is set to 3 Way Check, the invoice quantity cannot be greater than the order quantity or the received quantity, which of the two is smaller.

  8. Type a percentage value in the Invoice Tolerance box.

    The invoice tolerance (in %) is used to validate the quantities to be invoiced. If no value is defined on agreement header, the tolerance value defined with project default ZP_INV_TOL is used.

  9. Type a percentage value in the Receiving Tolerance box.

    The receiving tolerance in % is used to validate the quantities to be received. If no value is defined on agreement header, the tolerance value defined with project default ZC_REC_TOL is used. While receiving against the selected agreement, the received quantity should not be more than order quantity plus receiving tolerance % of order quantity.