Receive material directly - Intergraph Smart Materials - 10.2 - Help - Hexagon

When materials arrive at the site without any delivery note, it is considered as direct receiving.

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

2. Click Create MRR.

3. Select Direct Receive from the Create MRR by Receive type list, and click Create.

4. Select a Receipt Date from the calendar in the MRR Details tab.

5. Optionally, type the Short Description and Description of the MRR.

6. Select a Receive Type from the list.

   

   • The type Others is set as a default. The available values are Client Supply, Other Project Supply, Field PO, Others, Others Site, MTR/Voucher.

   • MTR/Voucher is explained below; the other receiving types can be used for reporting purposes or MRR selection on this screen. They are not used anywhere else in the Intergraph Smart Materials.

7. If you have selected MTR/Voucher receive type, select an MTR/Voucher Number from the list.

   The list shows MTR/vouchers created on the Material Transfer screen, with status IN TRANSFER.

8. Select a Site Code of the MRR.

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

9. Select a Warehouse and a Location from the list.

10. Select a receipt status from the Receipt Status list.

11. Optionally, type the name of the person who received the material in the Received By box.

12. Optionally, type the name of the company in the Shipper box and the shipper reference number in the Shipper Reference Number box.

13. Select Plate if you want to receive the material in normal and nested plate warehouses.

    Select Ready for Approval if the MRR is ready for approval. Ready for Approval check box gets enabled when there are line items in the MRR.

14. Click Save.

15. Click Display Columns to view all the properties and CIPs of the MRR.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 click Save.

    

    • Properties and Display Columns buttons are also displayed in the Inventory Receipts tab.

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

16. To add inventory receipt items, click Inventory Receipts.

17. Click Add Row.

18. Click in the Ident Code cell and perform the following steps:

    1. Select a Commodity Group and Commodity Part from the list.

    2. Optionally, select Commodity Code and Ident Code from the list.

    3. Click Apply.

    4. Select an ident, and click Ok.

    If the revision is greater than 0, the Prepare MRR by Direct Receive page opens where you can directly select the ident.

19. Select a Unit.

20. Enter the Received Quantity.

21. Click Include Barcodes to include barcodes entered in the Barcodes screen.This button is only enabled if the unposted MRR has revision 0.

22. If an MTR/Voucher is assigned to the MRR, you can click Populate MTR/Voucher to populate all items of the selected voucher to the Inventory Receipts tab.

23. Click Unique No to generate and assign heat numbers automatically. This button gets enabled if the MRR has revision 0,unposted and the tag is unsplit. To generate the Unique No, perform the following steps:

    1. Select Selected to apply the changes to the selected inventory receipts item or select Queried to apply changes to all the queried items.

    2. Select Maximum to create multiple splits as the received quantity of the item. For example, if the received quantity is five, you would create five inventory items with a received quantity of one. Or select Selected and enter the number of splits you want to create. For example, if the received quantity is five, and you enter three in the box, you would create three inventory items, two with a received quantity of one, and one with the remaining three.

    3. Click Continue.

24. Click Include Barcodes to include barcodes entered in the Barcodes screen.This button gets activated if the MRR has revision 0 and unposted.

25. Click Heat Number to add heat number to the MRR and do the following:

    1. Click Add Row.

    2. Type Heat Number, Quantity, and Certificate Number in their respective cells.

    

    • The sum of heat number quantities must not be greater than the received quantity.

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

      • The heat number is unique for the whole project.

      • The total of the quantity of individual heat numbers received should match with the line item Received Quantity.

      • Once heat numbers are generated, you cannot update the Received Quantity as it should match the assigned heat numbers.

      • To update Received Quantity, you should delete all assigned heat numbers in the Heat Numbers window.

    • Only when the privilege UNIQUE_HEAT_ DETAILS is assigned, the Unique Number button is available in the Inventory Receipts window in the Heat Numbers grid.

    1. Optionally, type Manufacturer, and File Location.

    2. To attach properties to the heat numbers, click Properties and perform the following steps:

       1. Click Add Row.

       2. Select a property group from the Groups list.

       3. Select a property from the Property list.

       4. Select a value from the Value list.

    Alternately, click Add Property Set , select a property set and then click Copy to copy the property set to the group.

26. Click SRD Explorer to add ident codes from the Add Idents from SRD.

27. Click Approval Sequence in the MRR Details tab to approve or reject an MIR.

If an approval template is assigned to project default ZC_MRRAPPR, and you select the RfA check box, this approval template is copied to the approval sequence of this MRR after you acknowledge a message.

After saving, click Approval Sequence to open the A.20.49 Approval Sequence screen. When all approvers have approved, the Post button is enabled and you can post the MRR.

If an approval template is assigned to the project default ZC_MRRAPPR, the MRR must be approved before you can post the MRR. If this project default is not set, you can post the MRR without approval.

1. Click Import in the MRR Details tab to import OSDs from an Excel sheet. Click Browse and attach the Excel file. The name of the Excel file is automatically generated and displayed in the File Name box.