Assign materials and services - Intergraph Smart Materials - 10.4 - Help - Hexagon

Intergraph Smart Materials Help (10.4)

Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version

To improve the efficiency in selection of suppliers in the request for quotation and agreement process, you should assign the suppliers to the appropriate material and service types. A material or service type represents a set of materials or services that a supplier is able to supply. Each supplier can be assigned to as many materials or services as necessary to represent the complete available material or service scope.

The Supplier > Materials and Services tab is only enabled if you select a supplier.

What is a supplier?

In Smart Materials, a supplier is a company that has a company type assigned which is marked as supplier.

  1. Click the Companies task on the dashboard or select Companies from the Tasks list.

  2. Select a supplier.

  3. Click Supplier and click Materials and Services.

  4. Click Add Material or Service Com_Add ICON.

  5. Click Material or Service Type Com_LOV_Add ICON and select a type.

  6. Click Material or Service Com_LOV_Add ICON and select a value.

  7. If the supplier was registered through the Portal, you can enter the following values.

    • Type the percentage of work achieved by own forces in the Own Forces box.

    • Type the percentage of work achieved by subcontractors in the Subcontract box.

    • Type the percentage of annual sales in the Annual Sales box.

  8. Click Save.

  • Alternatively, click Assign Materials or Services Com_Grid_Add ICON, select all values you want to assign, and click Add.

  • To remove a material or service, select the record, click Remove Material or Service ICON Remove, and click Save.

Qualify a supplier for a material or service

If commodity managers are assigned to materials and services, or material or service types, only these commodity managers can approve; all other materials and services cannot be approved. If commodity managers are not assigned at all, each user can approve.

  1. Select a value from the Classification list.

    • If the DBA setting SUPPLIER_MATERIAL_SERVICE_QUAL is set to Y, the Classification default value is 'Qualified' for materials and services manually assigned here on the Companies screen. Additionally, Qualified is selected and the Qualified Date is set. If the DBA setting is set to N, the Classification default value is 'Not qualified', and Qualified and Qualified Date are not set.

    • For materials and services entered and submitted via Portal, Classification is set to 'Hold', and the Qualified check box and Qualified Date are not set.

    • Changing the classification to a value other than 'Not qualified' sets the status to Pending.

    • If DBA setting SUPPLIER_MG_QUALIFIED_DATE is set to Y, the Qualified Date is automatically set when selecting the Hold or Potential classification.

    • If you select any 'Qualified' classification, the Qualified check box is marked, the Qualified Date is set with the current date, and the Status is set to Approved.

  2. Optionally, click Approval Department Com_LOV_Add ICON and select the department that approves the qualification.

  3. Click Save.