Supplement Creation Options - Intergraph Smart Materials - 10.2 - Help - Hexagon

Intergraph Smart Materials Web Help (10.2)

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10.2

  1. Delete Unreleased Supplements: This option is helpful because engineering requisitions of the same MTO type (from a previous MTO job), which are not released to procurement, may exist. These engineering requisitions and all related information must be deleted before a new supplement of an engineering requisition is created in the next steps of the MTO-Job. Otherwise there is more than one unreleased supplement of an engineering requisition, which causes severe problems in the downstream workflow and is thus not allowed. Requisitions assigned to a balance requisition are never going to be released and they are not deleted by MTO Job. Such requisitions are always approved and is ignored by MTO Job.

    1. If this option is checked:

      • Then in this step only UNRELEASED engineering requisitions of THE SAME MTO-TYPE is removed, if their respective requisition template is ENABLED.

      • For a requisition, the template is DISABLED, this requisition is NOT deleted, but is simply ignored completely by the MTO-Job processing, because a new supplement for such a requisition would not be created anyway when the template is disabled.

      • All other engineering requisitions which had been created by a different MTO-Type is ignored altogether, regardless whether they are released or not, and regardless whether their respective requisition template is enabled or not.

    2. If this option is unchecked, no requisitions is deleted at all:

      • If there exist unreleased requisitions of this MTO-Type where the template is enabled, the MTO-Job be terminated with an error message. As the template is enabled, creation of a new supplement would be necessary, but as the requisition(s) are unreleased AND may not be deleted, this is not allowed for the reasons outlined above.

      • If this option is unchecked and only unreleased requisitions for this MTO-Type exist where the template is disabled, MTO-Job processing continues normally, and these requisitions are ignored as in the previous case.

      • If you do not want the MTO to remove unreleased engineering requisitions at all, (i.e. you do not want to lose all your manually changes made to a particular supplement) uncheck this option.

    3. If for a given MTO-Type, you have unreleased supplements you want to keep, unreleased supplements that you want to discard, and released supplements for which you need newer ones with the most recent quantity data because of relevant quantity/data changes on the BOM, then you should perform the following steps:

      • On this page, check the Delete Unreleased Supplements checkbox.

      • In Nodes and Templates, disable those templates for which you would like to keep the unreleased requisition

      • In Nodes and Templates, enable those templates for which you would like the unreleased supplement to be discarded (i.e. deleted) and replaced by more recent ones.

    4. Project default ZR_M_DELUS is used as default value for this checkbox.

  2. Delete Unchanged Requisitions: This checkbox is used to indicate whether requisitions with no changes (in comparison to the previous supplement of the same requisition) is deleted by the MTO job in the last processing step.

    1. The default setting is to not delete such requisitions.

    2. To determine whether a requisition has changed, all line items of the new supplement are compared with the corresponding line items of the previous supplement one by one. If there is any change in the assembly quantity, list quantity, recommend quantity or the suggested release quantity, the requisition is considered to contain a change and isnot be deleted. Of course, if there are new line items on the requisition (i.e. lines that did not exist in the previous supplement, or the requisition itself is supplement 0 AND has lines) it is considered changed also.

    3. If none of these change criteria apply and the option is checked, the requisition is deleted.

    4. These criteria are evaluated BEFORE the processing for the 'Scope Of Interest' setting or the 'Set Increased Quantity' checkbox is applied.

    5. If this option is checked, empty requisitions (without line items) is deleted as well, regardless of the setting for 'Delete Empty Reqs'.

    6. The default value for this field is project default ZR_M_DELUR.

  3. Delete Empty Requisitions: This checkbox is used to indicate whether requisitions with no line items are to be deleted after the MTO.

    1. Even if this checkbox is unchecked, such requisitions Is deleted if the checkbox 'Delete unchanged Reqs' is checked because requisitions without lines are always considered unchanged.

    2. The initial value of this checkbox is project default ZR_M_DELER.

  4. Update Inquiry Requisitions: This checkbox is used to indicate whether inquiry requisitions in supplement 0 shall be revised (Y) instead of creating a supplement. Project default ZR_M_UPDIR is used to initialize this field, if the 'For Purchase' checkbox is unchecked. Otherwise this indicator is set to unchecked because this option is meaningless for Purchase Requisitions.

  5. Keep Attachments: When unreleased supplements are deleted by the MTO job and new requisitions are created, all manual changes on those deleted requisitions are lost. However, when this checkbox "Keep Attachments" is checked, the attachments of the deleted requisitions are saved temporarily and when matching requisitions are recreated, they are reattached to those; new requisitions so that your manual work is not lost.

  6. Keep manual RLI's: When unreleased supplements are deleted by the MTO job and new requisitions are created, all manual changes on those deleted requisitions are lost. However, when this checkbox "Keep manual RLI's" is checked, the manual RLI's of the deleted requisitions are saved temporarily and when matching requisitions are recreated, they are reattached to those new requisitions so that your manual work is not lost.