Purchase Overview - 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

The Purchase Overview report displays the total amounts spent per supplier, per discipline, and per region or country.

Before you run this report, you must run a database job (assigned to the Agreements and Line Items report) that prepares the data for this report. We recommend that you run this job at least once a day. For more details see Manage Synchronization Jobs.

The total amounts displayed in the report might differ from the values displayed in the supplier's project history (screen P.20.01 Suppliers/Subcontractors Window 2 on the Project History tab). In the report, the total amounts are calculated based on the currency definitions available during the synchronization of the Agreements and Line Items report, whereas in P.20.01 the values are calculated and saved using the currency conversion factors available at the time the calculation was performed. Furthermore, the software can only convert the currencies if the unit to unit conversion factors are defined in the project or product group, whereas the report performs a reverse conversion when a direct unit to unit conversion is not defined.

To generate a report, select a project and a supplier from the lists in the Selection box.

SHARED Tip 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.

SHARED Tip Click BIRCloseSelectionButton to collapse the Selection box. To display the Selection box again, click BIROpenSelectionButton.

The result is displayed in the following curves:

Purchase Orders by Supplier

The total amount (in the currency unit defined by the session currency setting) spent per supplier appears as a pie chart.

Each supplier is shown with his company code and the purchased amount. Click in the text or in the corresponding pie part to open the Supplier Information screen where the details of the selected supplier appear.

Purchase Orders by Discipline

The total amount (in the currency unit defined by the session currency setting) spent per discipline appears as a pie chart.

The report considers the discipline of the engineering requisition. In case of a manual agreement, the agreement discipline is taken because there is no reference to a requisition.

Each discipline is shown with its name and the amount spent for that discipline.

Values per Country

The total amount (in the currency unit defined by the session currency setting) spent per region/country appears as a vertical bar chart.

Each bar in the chart represents a region/country where material was purchased. The bars are labeled with the country abbreviation. The total amount appears above each bar.

If no country is assigned to the supplier, the country label shows ‘null’.