Create agreement supplement - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

Intergraph Smart Materials Web Help (10.1)

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With a higher requisition supplement or a requisition that is not completely purchased, the Create Supplement option is available.

Selecting this option will create a new supplement of the existing agreement with the supplement number increased by 1, or update the agreement if it is still open/not approved.

  1. Select the Create Supplement option.

  2. Click Continue.

    The Agreement Assignment screen opens.

  3. Select the Summarize Line Items check box, if identical requisition line items shall be summed up in one agreement line item. Material is regarded as being identical if the following values are identical:

    • Ident Code

    • Tag Number

    • Quantity Unit

    • Item Type

    • Group By Attributes

    • Summary Attributes

    • If Summarize Line Items is not selected, each requisition line item will result in an additional agreement line item. You should use this option if you need to separate your material because of different prices, delivery designations, delivery dates, and so forth.

    • The default value of this check box is controlled by project default ZP_SLI3004.

  4. Select Yes in the Include cell for all positions that should be added to the agreement supplement.

    Alternatively, click Select All to include all positions.

    Or, click Select Pos w/o Agreement to set Yes in the Include cell on all positions that have no agreement number assigned.

    SHARED Tip To reset all positions click Clear All.

  5. Select the Agreement Number from the select list.

    Depending on the quantity that has been released to procurement, the following agreements are available:

    • Quantity > 0 - All agreements on which any line item of this requisition and its previous supplements can be found, regardless of whether these agreements are approved or not.

    • Quantity < 0 - Only the highest supplements of the agreements on which the predecessors of this line item can be found. If a change order (CO) was created for a predecessor, this CO will be offered instead of the original agreement.

    • Quantity = 0 - Only the agreements on which the predecessors of this line item can be found, in accordance with line items with negative quantities. If no predecessor exists, all agreements are available on which any line item of this requisition or its previous supplements can be found, in accordance with line items with positive quantities.

  6. To assign the agreement number of the currently selected position to all positions having Include set to Yes, click Assign.

  7. Enter the quantity that shall be placed on the agreement supplement in the Supplement Quantity cell. The outstanding quantity is set by default, but can be changed.

    The quantity requested by engineering is shown in Released Quantity, and the remaining quantity that still has to be purchased in Outstanding Quantity . In most cases, this quantity is identical to the released quantity. If you have split a quantity on various agreements or changed the quantity on an agreement, this quantity differs from the originally released quantity.

  8. Click Create Supplements.

Details about agreement supplement creation

Line items with a quantity of zero will be handled depending on whether a predecessor can be found on an agreement or not. If no predecessor exists, the line item will be dealt with as a requisition line item with a positive quantity. If a predecessor can be found on another agreement, the line item will be processed like a requisition line item with a negative quantity.

With the project default ZP_NEW_POS you control how line items with an increased quantity are to be handled when creating an agreement supplement, it has no impact on line items with decreased quantities. If ZP_NEW_POS is set to N (default), the additional quantity will be added to the existing position and thus replaces the previous version of that line. If ZP_NEW_POS is set to Y, new sub positions are created for lines with an increased quantity. If ZP_NEW_POS is set to T, new agreement sub positions are created for lines with an increased quantity, but not for lines with a tag number and item rule SOT or SWT. For these lines, the additional quantity is added to the existing position, as with project default setting N.

Generating new agreement supplements or modifying existing agreements implies:

  • Taking over documents, VDRs, properties, text and terms, addresses, PO closeout activities, and progress payment events.

  • Taking over prices from a blanket order (if applicable).

  • Creating item shipments for new line items.

  • Calculating total costs.

  • Assigning account codes (if applicable).

  • Creation of links to the milestone planning items (if possible).

If the m_pck_po_custom.gen_order_number CIP does not return NULL, this return value is used as the new agreement number. Otherwise, if the CIP returns no (a NULL) value, the agreement number is copied from the previous supplement. If you want to get unique numbers for change orders that allow you to see the corresponding base agreement, you can use the project default ZP_CO_UNIQ. If this project default is set to Y, the number of a change order is lengthened by the supplement of the base agreement and the number of change orders that have already been created for this agreement.

When the procedure has finished, a corresponding message appears. After confirming the message, you will return to the Requisition Workload screen if the requisition has been purchased completely. As long as at least one requisition line item with an outstanding quantity exists, you will remain on the Agreement Assignment screen so that you can continue with the creation of agreement supplements.