Agreement Cycle Time - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

It is important to prepare and issue agreements in a timely manner as it documents the technical, quality, and commercial terms negotiated and agreed to between the buyer and the supplier. Additionally, the agreement must be approved and issued to benefit from all of the down-stream functionality in Smart Materials (for example, expediting, traffic, and materials management on site).

The objective of the Agreement Cycle Time metric is to measure how efficient your company is at processing agreements once the requisition for purchase is released in Smart Materials by engineering. The Agreement Cycle Time metric is calculated based on the agreements approval date and requisition for purchase release date.

If multiple requisitions are assigned to the agreement, the latest release to procurement date is taken.

To generate an Agreement Cycle Time report, select the appropriate format from the Report Formats group in the Selection box.

Select a month in the From and To lists to define the time frame for the report output. By default, the last 12 months are set as time frame

Additionally, you can select one or multiple values from the following lists to filter and limit the displayed data accordingly:

• Project - Project for which the agreement is issued

• Supplier - Supplier assigned to the agreement

• Buyer - The buyer assigned to and responsible for the agreement

• Expediter - The expediter assigned to the agreement

• Item Type - Material's item type. With the item type, you can specify if you want to track bulk material or equipment material, having a particular item type.

• Agreement Type - With the agreement type you define if you want to track purchase orders, subcontracts, or all agreements

• Agreement Number - This option allows you to filter the report on particular agreements

The selection is limited to a maximum number of 1,800 entries.

To select multiple values, press and hold CTRL while selecting values from the list.

After selecting the values, click Go to apply the filter.

To remove the filter and display all data, click Clear All.

Click to collapse the Selection box. To display the Selection box again, click .

The chart legend entries are truncated if their length exceeds 30 characters.

The cycle time categories used in the reports are specified with the parameters FAST_CYCLE, MEDI_CYCLE, and SLOW_CYCLE. You can change the parameter values on the A.30.05 Parameter screen in Smart Materials.

Report Formats

The Agreement Cycle Time report includes the following report formats:

(1) Agreement Cycle Time Distribution

The (1) Agreement Cycle Time Distribution report format contains the agreement count on the y-axis and the cycle days on the x-axis. This diagram provides a quick visual of the agreement cycle time distribution and it is helpful when identifying outliers that are impacting the average agreement cycle time.

(2) Agreement Cycle Time

The (2) Agreement Cycle Time report format contains the agreement count on the y-axis, the agreement approval month on the x-axis, and presents a cycle time overview for the project. This diagram includes all agreements by their approval month and identifies each agreement in one of these cycle time categories:

Fast (green)

Medium (yellow)

Slow (red)

The agreement cycle time (month/year) and agreement count can be displayed by pointing to any of the bars on the graphic.

(3) Monthly Agreement Cycle Time (cumulative)

The (3) Monthly Agreement Cycle Time (cumulative) report format contains the calendar days on the y-axis and the agreement approval month on the x-axis. This diagram provides a monthly average and cumulative monthly average agreement cycle time for a project and is a useful tool to highlight agreement cycle time improvements over a period of time and to identify an agreement cycle time for a particular month.

If multiple requisitions are assigned to the agreement, the maximum cycle days based on the earliest release to procurement date are considered for the Monthly Average calculation.

(4) Agreement Cycle Time %

The (4) Agreement Cycle Time % report format contains the percentage on the y-axis and the agreement approval month on the x-axis. This diagram provides a quick visual of the percentage of agreements approved during a particular month, which were processed in one of these cycle time categories:

Fast (green)

Medium (yellow)

Slow (red)

(5) Agreement Processing Cycles per Project

The (5) Agreement Processing Cycles per Project report format identifies the overall agreement cycle times at the project level. This is a good management level report to monitor the efficiency of a particular project procurement team.

(6) Agreement Cycle Time Details

The (P6) Agreement Cycle Time Details report format identifies all of the data elements that are utilized to generate the Agreement Cycle Time metrics. This report is a good resource if there are questions concerning the details included as part of a particular report format.

• This is an interactive report.

• Click and select the column where you want to search, type the search criterion in the Search box, and click Go to apply the search.

• To change the number of displayed rows, select a value from the Rows list.

• Additionally, you can customize the report to meet your requirements, save the report, and download the result in csv or html format (see Use Actions menu).

(7) Agreement Processing Cycles by Month

The (7) Agreement Processing Cycles by Month report format is automatically displayed just below the diagrams and cannot be selected from the Report Formats list. This report is useful to highlight cycle time details for each month.

Data Sources

The table below shows the Smart Materials screen(s) where the data is entered that is displayed in this report. Additionally, this table shows the synchronization table and the CIPs used by the report, and the name of the log file created by the sync job or the report.

The following table shows all values displayed in the report, with the related Smart Materials screen and field where the value is displayed, the database table and column where the value is stored, and CIPs, functions, or procedures that are used to retrieve the value. Optionally, additional comment on the value is entered in the last column.