ZP_MS_TRCK - Intergraph Smart Materials - 10.2 - Help - Hexagon

Intergraph Smart Materials Web Help (10.2)
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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
10.2

This project default specifies whether the specific milestone events are tracked automatically. For example, if a date field in the database for one of the events changes, then the software recalculates whether the milestone dates for the associated planning items should also change.

  • In the following list, the table stands for the value to be entered in the Table field on the Planning Setup > Milestones page.

  • In the following list, the column stands for the value to be entered in the Date Column field on the Planning Setup > Milestones page. (The date type must be Actual, the derivation type Physical.)

This is a list of milestone events that can be tracked:

  • Requisition approval (Requisitions > Maintain Requisitions, table M_REQS, column APPROVED_DATE)

  • Inquiry approval (Inquiry > Inquiries Overview > Inquiry Details, table M_INQUIRIES, column APPROVED_DATE) if inquiry supplement = 0

  • Inquiry issue by quote calculation (Inquiry > Inquiries Overview > Quote Status, table M_INQUIRIES, column ISSUE_DATE) if issue date is still NULL

  • Preliminary commercial evaluation marked as complete (Inquiry > Inquiries Overview , table M_INQUIRIES, column PRELIM_COMM_EVAL_COMP_DATE)

  • Create a Purchase Order (PO) requisition from a quote (Inquiry > Requisition Workload, table M_INQUIRIES, detail table M_QUOTE_SUMMARIES, detail column POR)

  • Create agreement from bid evaluation (Inquiry > Requisition Workload, table M_INQUIRIES, column PO_CREATE_DATE)

  • Create agreement from inquiry (Inquiry > Requisition Workload, table M_INQUIRIES, column PO_CREATE_DATE)

  • Create agreement from requisition (Inquiry > Requisition Workload, table M_PO_HEADERS, column CREATION_DATE)

  • Create agreement from blanket order (Inquiry > Requisition Workload, table M_PO_HEADERS, column CREATION_DATE)

  • Create agreement supplement (Inquiry > Requisition Workload, table M_PO_HEADERS, column CREATION_DATE)

  • Add bid evaluation to agreement (Agreement > Agreements Overview, table M_PO_HEADERS, column CREATION_DATE)

  • Add requisition to agreement (Agreement > Agreements Overview, table M_PO_HEADERS, column CREATION_DATE)

  • Create PO from NOC (Agreement > Agreements Overview, table M_PO_HEADERS, column CREATION_DATE)

  • Agreement approval (Agreement > Agreements Overview > Agreement Details , table M_PO_HEADERS, column APPROVED_DATE)

  • Agreement issue (Agreement > Agreements Overview > Agreement Details, table M_PO_HEADERS, column PO_ISSUE_DATE)

  • Reverse requisition approval (Requisitions > Maintain Requisitions, table M_REQS, column APPROVED_DATE), date is reset to NULL

  • Reverse inquiry approval (Inquiry > Inquiries Overview > Inquiry Details, table M_INQUIRIES, column APPROVED_DATE), date is reset to NULL if inquiry supplement = 0

  • Reverse agreement approval (Agreement > Agreements Overview > Agreement Details, table M_PO_HEADERS, column APPROVED_DATE), date is reset to NULL

When one of the following date fields for quote summaries is inserted or updated, automatic milestone tracking is also possible:

  • quote predicted date

  • quote date

  • sent to supplier date

  • quote received date

  • preliminary commercial evaluation complete date

  • commercial evaluation predicted date

  • commercial evaluation complete date

  • technical evaluation predicted date

  • technical evaluation complete date

  • reject date

  • validity end date

  • PO closed date.

For more information, refer to the online help of Planning Setup.

  • Module(s) affected by this setting: Inquiry > Requisition Workload, Inquiry > Inquiries Overview > Inquiry Details, Expediting, Planning.

  • List of Values: Y and N (default).