Create MTRs - Intergraph Smart Materials - 10.2 - Help - Hexagon

Intergraph Smart Materials Web Help (10.2)

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English
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Intergraph Smart Materials
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Help
Smart Materials/Smart Reference Data Version
10.2

  1. On the Home page, select Site > Warehouse Management > Material Transfer.

  2. Select Create MTR to create a new MTR report.

  3. Select a transfer date from the calendar in the Transferred On box.

  4. Select an MTR Type from the list.

    • Type ORN has the same functionality as Regular. This type is implemented only for reporting purposes.

    • MTRs of type MIR Scrap are created automatically by posting MIR (by BOM / Reservation Run) with filled in Scrap Warehouse in the header.

  5. Select the name of the forecast reservation from the Reservation Code list.

    You can select the Site Code only if the project default ZC_BIN_LOC is set to BLOC.

  6. Select a name of the Warehouse from the list.

  7. Type the descriptions in the Short Description and Description boxes.

  8. Optionally, type the name of the person who transfered the material in the Transferred By box, estimated time of arrival of the material in the ETA Date box and shipper reference number in the Shipper Reference number in the box.

  9. Select Import/Export button to export/import to export the selected MTR into an Excel life. You can export the file in the following ways:

    1. Export Material

    2. Export for Nested System

    3. Import Material

    • Select Browse to select the Excel file.

    • Select Upload to upload the Excel file.

    • Select Export to export the the Excel file.

    • Select Only Complete check box, if only complete MTRs are to be imported. If Only Complete is unchecked, it rejects the incorrect lines in the excel sheet.

    • Select View Import Log to view the import log of the selected MTR.

    • Select Start to start the import/export process.

    • Only MTRs of type Regular can be exported.

  10. To post the MTR, select Post. To unpost the MTR, select Unpost.

  11. To transfer the ownership of a MTR to Jovix, select Pass to Jovix.

    • This button is only available for MTRs created by the Reservation code.

    • When the ownership of the MTR is with Jovix, you cannot modify/post the MTR in SMAT.

    • You can Unpost the MTR in SMAT, only if the MTR was posted from SMAT. If the MTR was posted from Jovix, you are restricted from using Unpost.

    • Posting and deleting the MTR is possible only if its ownership is on SMAT and MTR is not in the “In progress” status in Jovix.

    SHARED Tip You can check status in the Jovix Integration Report page and refresh this page once the integration is successful.

  12. To recall the ownership of the MTR, select Recall from Jovix.

    This button is only available for MTRs created by the Reservation code.

    SHARED Tip You can check status in the Jovix Integration Report page and refresh this page once the integration is successful.

  13. Select Attachments to attach the documents to the MIR.

  14. Select Display Columns to view all the properties and CIPs of the MTR. You can also add/select Property and CIP Names by navigating from their respective tabs. For example, select a Property from the Display Properties tab and select Save.

    • Display Columns buttons are also displayed in the Inventory Transfers tab.

    • You can also add/edit custom properties using this window.

Inventory Transfers

  1. To add inventory transfer items, select Inventory Transfers tab.

  2. Select Add Row in the Inventory Transfers section.

  3. Select Ident Code list, and select inventory items you want to add, and select Fill In.

  4. Select the warehouse from the New Warehouse and new location of the materials from the New Location cell.

  5. In the Move Quantity cell, type how much of the selected inventory item should be transferred from the source warehouse to the destination warehouse.

    • The Move Quantity must not exceed the On Hand Quantity of the inventory item.

    • If you have selected Reservation Code, the Move Quantity must not exceed the sum of On Hand Quantity and Reserved Quantity of the inventory item.

  6. Select Agreement Number of the materials from the list.

  7. Select Populate Reservation to show the results of the selected forecast or reservation run.

    • Select Group Reservation to show the results of the forecast and reservation in the group collectively.

    Populate Reservation and Group Reservation buttons gets active only if you select Reservation Code in the MTR Details tab.

  8. Select Populate Plate Number to display the material in the inventory or the material which is already issued by plate numbers.

    • Populate Plate Number button gets active only if you select MTR Type as Nested in the MTR Details tab.

    • You can also search a material by selecting a Plate Number. X and Y Dimension, and Heat Number are auto populated.

  9. Select Heat Number to view the transferred heat number.

    When the project default ZC_HEATQTY is set to 'Y', the following happens:

    • The total of the quantity of individual transfered heat numbers should be equal to the total quantity of assigned heat numbers.

    • You can only select from the available list of heat numbers in the inventory and cannot add a new heat number.

    • The Move Quantity in the Inventory Transfer page should match the move quantity in the Heat Number window.

  10. To add a heat number to the inventory transfer items by doing the following:

    1. Select Add Row in the Heat Numbers section.

    2. Type Heat Number, Quantity and Certificate Number.

    3. Optionally, type Manufacturer and File Location.

    • Multiple certificate numbers can be assigned to a heat number.

    • The heat number and certificate number combination must be unique within a project.

  11. Select Define Plate Splits to create the number of splits. To define plate splits, select Add Row, select a Plate Number and Save.