Create OSDs - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

1. On the Home page, click Site > Warehouse Management > OSDs.

2. Click Create OSD.

3. Select a type from the Create OSD for Receive Type list.

   

   • You can create an OSD for Agreement, Release Note, Direct, Transfer, Package, Package Item, Header and MRR.

   • To create a unique heat number, the project default ZC_OSD_ONE must be set and the MRR must be selected from the Create OSD page to create a single OSD number.

   • If the Receive Type is header, then the kind of MRR is shown under the MRR Type column.

   While creating an OSD for agreement, you can click Show MRR Details to get the MRR details of the agreement.

4. Select a line item, and click Next.

   For Release Note and Package, you need not select a line item.

5. Click Create.

6. Optionally, fill the other details in the Over, Short or Damages section and click Save.

   You can also update this section later by clicking on the hyperlink on the OSD Number cell.

• At the end of the OSD creation procedure, the CIP m_pck_site_custom.post_osd_creation is called. By default, this CIP is empty, which means it does not modify any data or perform any checks. You can use this CIP, for example, to fill in additional information. For example, you want the Required Action be inserted automatically when the OSD is created.

• OSD for Multiple Line Items - If an MRR (with a PO) has multiple line items with existing OSDs (having the same OSD code) and a new OSD is created (for line items without OSDs), then any OSD created on line item will create different OSD number.

Attach Documents

1. To attach documents, click Attachments.

2. In the Attached Documents window, click Attach and then do the following:

   1. To attach a new document, click New Document and then type the Document Code, Sequence and the Revision code.

      0 is the default value for the Revision.

   2. Select the appropriate radio button:

      1. To attach a physical copy, select the Physical radio button, type the Source Path and the File Name and click Attach. Optionally, add Short Description, Description, No. of Pages, Creation Date, Changed Date and Author.

      2. To attach a link, select the Link radio button, and then select the destination from the File Destination list in the Source Path box. The source path address is automatically copied. Click Browse to add the File Name and paste the source path address in the folder address bar and select the appropriate file and click Attach. Optionally, add Short Description, Description, No. of Pages, Creation Date, Changed Date and Author.

      3. To attach a document from the DB storage, select the DB Storage radio button and in the File Name box, add the document by clicking Browse and click Attach. Optionally, add Short Description, Description, No. of Pages, Creation Date, Changed Date and Author.

      4. To attach a hyperlink, select the Hyperlink radio button and in the File Name box, paste the hyperlink and click Attach. Optionally, add Short Description, Description, No. of Pages, Creation Date, Changed Date and Author.

      

   • Document Code and Revision should be unique and are mandatory.

   • The DBA setting VALIDATE_ATTACHMENT_URLS defines the validation on filenames of attachments in the Documents and Attachments screen in Smart Materials Web. This validation would occur for document types of Physical, Link and Hyperlink. This setting has the valid values of Y or N.

   • The DBA Settings ATTACHMENT_ALLOWED_URLS defines the attachment whitelist by specifying the list of URLs or UNC paths which are allowed when attaching files. The URLs are validated irrespective of whether they are active or inactive when the DBA Setting VALIDATE_ATTACHMENT_URLS is set to Y.

     To display the highest revision for a document, select the specific document and click Set Highest Revision.

Attach a Document List

1. To attach a new document list, click Attach Document and then in the Attach Document window, click Attach>> Document List.

2. In the Document List window, select the check boxes for the documents you want to attach and click Add.

   To see only the highest revision of the documents, select the check box for Display Only Highest Revision.

Attach a Document Set

1. To attach a new document list, click Attach Document and then in the Attach Document window, click Attach>> Document Set.

2. In the Attach Document Set window, select the specific radio button in the Document Set grid and click Add.

By default, all the documents under a set are selected. To select a specific document(s), select the appropriate check box(es) in the Document Set Details grid for the documents you want to attach and click Add.

Create a revision for a document

1. To create a revision for an existing document, select the specific document and click Revision.

2. In the New Document Revision window, type a value in the New Revision box and click Create Revision.