Shipped and Not Received - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon

Intergraph Smart Materials Web Help (2020)

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Smart Materials/Smart Reference Data Version
2020 (10.0)

The Shipped and Not Received metric summarizes and reports on the purchase order (PO) line items shipment and receipt status.

  • The Shipped and Not Received report does not take quantity into consideration, and the purchase order line item count is one (1) regardless of quantity.

  • In case a tagged item has been split, only the master tag line item is counted, but not the detail tags. The master tag is considered as shipped if any of the detail tags is shipped. The Actual Ship date of the master tag will only be set with the latest Actual Ship date of the detail tags, if all detail tags have an Actual Ship date assigned.

  • Only approved purchase orders (agreements with type PO) are considered.

  • Only posted MRRs are considered, and the entire item shipment quantity must be received. If a PO line item was received with multiple MRRs, the last receiving date is used.

Before you run this report, you must run a database job (assigned to the Expediting 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.

To generate a report, select the appropriate format from the Report Formats group in the Selection box.

Additionally, you can select one or multiple values from the following lists, to filter and limit the displayed data accordingly:

  • Project - Project for which the agreement is issued

  • Supplier - Supplier assigned to the agreement

  • Origin - Office (origin) on whose behalf the agreement is issued

  • Buyer - Buyer assigned to the agreement

  • Expediter - Expediter assigned to the agreement

  • Item Type - Material's item type

  • Purchase Order - Agreement number

The selection is limited to a maximum number of 1,800 entries.

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.

Report Formats

Summary Per Project

The date elements utilized to calculate the Shipped and Not Received metrics are defined as follows:

Cell

Description

PO Lines

The PO Lines count includes all line items from the purchase orders. The PO Lines count is calculated as a total number of PO line items, regardless of quantity.

PO Lines Received

The PO Lines Received count is utilized by the MRR Received Date from Smart Materials. The MRR Received Date is entered in the Site module in the Recv Date box on inventory receipts, by the field materials management team when the MRR is created. The PO Lines Received count is calculated as the total number of PO lines with the complete quantity received on posted MRRs.

PO Lines Not Received

The PO Lines Not Received count is calculated by utilizing the PO Lines count and subtracting the PO Lines Received count.

(PO Lines - PO Lines Received)

% Not Received

The % Not Received calculation takes the PO Lines Not Received count and divides it by the PO Lines count.

(PO Lines Not Received / PO Lines)

PO Lines Shipped

The PO Lines Shipped count is calculated by utilizing the Actual Ship Date from Smart Materials. The Actual Ship Date is fetched by the m_pck_bir_custom.get_ship_date_for_poli CIP function. By default, the function returns the actual ship date (Actual Ship field on the P.70.72 screen, m_item_ships.actual_ship_date). The Actual Ship Date is entered in the Expediting module by the project expediter as equipment and/or materials are shipped from the supplier’s shop. The PO Lines Shipped count is calculated as the total number of PO line items with assigned Actual Ship date.

PO Lines Shipped Not Received

The PO Lines Shipped Not Received count is calculated by utilizing the Actual Ship Date and MRR Received Date from Smart Materials. This data element identifies the PO line items that the expediter has flagged as shipped, but have not been received by the field materials management team at the jobsite. This is an important field as these items will require additional analysis by the project procurement team.

% Shipped Not Received

The % Shipped Not Received calculation takes the PO Lines Shipped Not Received count and divides it by the PO Lines Shipped count.

(PO Lines Shipped Not Received / PO Lines Shipped)

You can click any of the PO Line values to open the Expediting report where the corresponding line items are displayed. For more information see Expediting.

PO Lines in Transit

Select PO Lines in Transit from the radio group to view the shipped and not received PO line items.

  • This is an interactive report.

  • Click SearchColumn and select the column where you want to search, type the search criterion in the Search box, and click Go to apply the search.

  • To change the number of displayed rows, select a value from the Rows list.

  • Additionally, you can customize the report to meet your requirements, save the report, and download the result in csv or html format (see Use Actions menu).

The Shipped and Not Received Line Items report identifies all of the data elements that are utilized to generate the Shipped and Not Received summary. This report is a good resource if there are questions concerning the information included as part of the Shipped and Not Received summary.

The PO line items are displayed with the following information:

Cell

Description

Project

Project for which the agreement is issued

Purchase Order

Agreement number

Pos

Agreement position (line item)

Sub Pos

Agreement sub position

Supplier

Supplier assigned to the agreement

Origin

Office (origin) on whose behalf the agreement is issued

Buyer

Buyer assigned to the agreement

Item Type

Item type of the position's material

Expediter

Expediter assigned to the agreement

Tag Number

Tag Number assigned to the position

Ident Code

Ident Code of the position

Short Description

Ident short description

Pred On Site

ETA (Estimated Time of Arrival) Site date, entered in the Pred On Site field on P.70.72 (m_item_ships.pred_on_site_date)

Latest Actual Ship Date

Latest Actual Ship Date, fetched by the m_pck_bir_custom.get_ship_date_for_poli CIP function. By default, the function returns the actual ship date (Actual Ship field on P.70.72 screen, m_item_ships.actual_ship_date)

Data Sources

The table below shows the Smart Materials screen(s) where the data displayed in this report is entered. Additionally, this table shows the synchronization table and the CIPs used by the report.

Screen

P.50.07 Maintain Agreements

P.70.72 Expediting Details

C.20.01-.05 Receiving

Table

P170_IR_DATA

CIP

m_pck_bir_custom.get_ship_date_for_poli (-> latest_actual_ship_date)

Log File

n/a

The following table shows all values displayed in the report, with the related Smart Materials screen and field where the value is displayed, the database table and column where the value is stored, and CIPs, functions, or procedures that are used to retrieve the value. Optionally, additional comment on the value is entered in the last column.

Value

Screen

Field

Database Column

Other Source/Comment

Project

P.50.01

Project

m_po_headers.proj_id

Supplier

P.50.07

Supplier

m_po_headers.sup_id (-> m_suppliers.sup_code)

Origin

P.50.01

Origin

m_po_headers.origin_id (-> m_origins.origin_code)

Buyer

P.50.01

Buyer

m_po_headers.buyer

Expediter

P.50.07

Expediter

m_po_headers.expediter

Item Type

P.70.72

Item Type

m_item_ships.ident (-> m_idents.commodity_id -> m_commodity_codes.ity_id -> m_item_types.ity_code)

Purchase Order

P.50.01

Agreement Number

m_po_headers.po_number

(Summary Per Project)

Project

P.50.01

Project

m_po_headers.proj_id

PO Lines

The PO Lines count includes all line items from the purchase orders. The PO Lines count is calculated as a total of one (1) regardless of quantity.

PO Lines Received

The PO Lines Received count is utilized by the MRR Received Date from Smart Materials. The MRR Received Date is entered in the Site module in the Recv Date box on inventory receipts, by the field materials management team when the MRR is created. The PO Lines Received count is calculated as a total of one (1) regardless of quantity.

PO Lines Not Received

The PO Lines Not Received count is calculated by utilizing the PO Lines count and subtracting the PO Lines Received count. (PO Lines - PO Lines Received)

% Not Received

The % Not Received calculation takes the PO Lines Not Received count and divides it by the PO Lines count. (PO Lines Not Received / PO Lines)

PO Lines Shipped

The PO Lines Shipped count is calculated by utilizing the Actual Ship Date from Smart Materials. The Actual Ship Date is entered in the Expediting module (in the Actual Ship box on P.70.72 Expediting Details) on item shipments, by the project expediter as equipment and/or materials are shipped from the supplier’s shop. The PO Lines Shipped count is calculated as a total of one (1) regardless of quantity.

PO Lines Shipped Not Received

The PO Lines Shipped Not Received count is calculated by utilizing the Actual Ship Date and MRR Received Date from Smart Materials. This data element identifies the PO line items that the expediter has flagged as shipped, but have not been received by the field materials management team at the jobsite. This is an important field as these items will require additional analysis by the project procurement team.

% Shipped Not Received

The % Shipped Not Received calculation takes the PO Lines Shipped Not Received count and divides it by the PO Lines Shipped count.
(PO Lines Shipped Not Received / PO Lines Shipped)

(PO Lines in Transit)

Project

P.50.01

Project

m_po_headers.proj_id

Purchase Order

P.50.01

Agreement Number

m_po_headers.po_number

Pos

P.50.07

Pos

m_po_line_items.poli_pos

Sub Pos

P.50.07

Sub Pos

m_po_line_items.poli_sub_pos

Supplier

P.50.07

Supplier

m_po_headers.sup_id (-> m_suppliers.sup_code)

Origin

P.50.01

Origin

m_po_headers.origin_id (-> m_origins.origin_code)

Buyer

P.50.01

Buyer

m_po_headers.buyer

Item Type

P.70.72

Item Type

m_item_ships.ident (-> m_idents.commodity_id -> m_commodity_codes.ity_id -> m_item_types.ity_code)

Expediter

P.50.07

Expediter

m_po_headers.expediter

Tag Number

P.50.07

Tag Number

m_po_line_items.tag_number

Ident Code

P.50.07

Ident Code

m_po_line_items.ident

Short Description

P.50.07

Ident Short Description

m_pck_std_custom.ident_desc

Pred On Site

P.70.72

Pred On Site

m_item_ships.pred_on_site_date

Latest Actual Ship Date

P.70.72

Actual Ship

m_pck_bir_custom.get_ship_date_for_poli. By default, the function returns the actual ship date (Actual Ship field on P.70.72 screen, m_item_ships.actual_ship_date)