Split tagged items - Intergraph Smart Materials - Version 10.1 - Help - Hexagon PPM

Intergraph Smart Materials Help (10.1)

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Smart Materials/Smart Reference Data Version
10.1

When the requisition/purchase order contains tagged items that during the expediting/inspection/packaging stage require a more detailed breakdown, the Split Tag function allows the supplier to provide this information by using the Excel template. An example of this information is a vessel and template, and only the vessel was specified as a purchase order line item. The template provides these details.

After exporting the purchase order to an Excel file, send this file to the supplier, who can now create the split tags.

In the Split column (the first column), X indicates original items and D indicates split details.

Split the tagged items as follows:

  1. Mark the master tag (the item which will be split) with X in the Split cell.

  2. Insert two detail tags for the first split, and one for each further split.

    The detail tags must immediately follow the master tag.

  3. Mark the details with D in the Split cell.

  4. Enter all required data for tagged items in the corresponding cells. The columns in green indicate required fields for creating item shipments. Fields in white can be left empty. Fields in grey are those that you cannot enter in the Expediting screen

    • You can copy the following values from the master to the details, because they will be generated automatically during the import: Pos, Sub, IS Pos, IS Sub, Suppl.

    • Using a tag number different to the one created by the software during the split requires that this tag number does not already exist as a commodity code. Otherwise, the error message MAR-15113 will be displayed.

SHARED Tip To load additional detail tags, export the data again to an Excel sheet, and repeat the steps described above, but do not mark the splits already inserted during the first import. Add only new rows directly below the master and mark these rows and the master as described above.

SplitTagExcel

Review the information to ensure that all split tags receive a new tag number. If there is not a new tag number, there will be loading errors when importing the Excel file. After the supplier is done with his review, he returns the completed file. This updated Excel sheet can be imported into Smart Materials to add or update item shipment data.