MTO jobs are used to automatically generate engineering requisitions based on predefined rules and templates, and to determine the exact material requirement on the basis of predefined where conditions and BOM sets.
As a prerequisite for running an MTO job, the configuration of the underlying MTO type must be completed as described in the previous sections.
MTO jobs are defined by clicking New Job and can be launched by clicking Run Job on the MTO Job header grid.
When creating a new job, enter the MTO job name in the Job field and the descriptions in the Short Desc and Description fields. Select a list status from the LOV in the Min. List Status field; this is a mandatory field. Save the new MTO job.
Besides the above-mentioned fields, all other job parameters are derived from the corresponding project defaults. If any of the project defaults are not set or have an invalid value assigned, the default value for this project default is used.
The options specified on this screen have a major impact on the materials that appear on the requisitions. It is essential that you understand the impact of your settings on this screen on the MTO job results.
The available MTO job parameters are listed as follows:
You can either select the Best Quantity indicator with a Min. List Status, or, you must select a specific Issue Status. Best Quantity indicates the latest information available. However, it may make sense that you need to generate requisitions for the final BOM material only, in which case you would need to specify an exact Issue Status.
With the Only End Nodes indicator, you define whether all BOM nodes (indicator not selected) or only terminal BOM nodes (indicator selected) is processed. It is possible to store material at any node level of a BOM structure, although typically you would only store material at the end node. For example, during the first material take off from PDS, there are positions created on the node level pipe. Later in the design, when isometrics are created for each line, the positions appear under the lower node ISO. Using the Only Endnodes function ensures that only the lowest node is used for the requisition calculation.
If you select the 100% BOM Pos indicator, the MTO job fetches all BOM positions that do not satisfy any of the assigned (material) where conditions and copies them into a separate table.
The For Purchase indicator controls whether the Purchase indicator of the generated engineering requisitions is set or not and therefore if the line items of these requisitions can be used for both purchase orders (PO) and inquiries or only for inquiries. If the indicator is not selected, Smart Materials does not allow creating an agreement based on the requisition. This option is intended for inquiry use only and provides a way for engineering to get price information from preliminary MTO quantities.
Select the Technical Evaluation check box if the inquiry (created from the requisition) must include a technical evaluation. In that case, the inquiry evaluations cannot be finally approved until the Tech Eval box in the inquiry screen has been checked.
Requisition supplements undergo an approval and release to procurement process. If you select the Delete Unreleased Supplās check box, the MTO job deletes any existing requisition (in the scope of this MTO job) that has not been released to procurement, create a new requisition, and consolidate the required material on the new requisition.
Select the Delete Unchanged Reqs check box to delete requisitions with no quantity changes (in comparison to the previous supplement of the same requisition).
When unreleased supplements are deleted by the MTO job and new requisitions are created, all manual changes on those deleted requisitions are lost. When the Keep Attachments check box is checked, the attachments of the deleted requisitions are temporarily saved and reattached when matching requisitions are re-created.
By default, the MTO job creates a requisition for each template defined for the assigned MTO type. Select the Delete Empty Reqs indicator to delete the requisitions with no line item, which means the MTO job hasnāt found any material that matches the template.
Set the Update Inquiry Reqs indicator when inquiry requisitions in supplement 0 shall be revised instead of creating a supplement. If a requisition has been used on an inquiry, it is still possible to update the quantities on the initial requisition. In this way, the bidders can get the very latest information. The prerequisites are that the initial requisition is at supplement 0 and that it has been released for inquiry only (not purchase).
When unreleased supplements are deleted by the MTO job and new requisitions are created, all manual changes on those deleted requisitions are lost. When you select the Keep Manual RLIās indicator, the manual requisition line items are saved temporarily and reattached when matching requisitions are recreated.
The Scope Of Interest field is used to define which quantities are to be generated in a requisition. The available options are:
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All Quantities (+, -, and unchanged)
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Shortage Quantities (only + quantities).
The disposition procedure uses the calculated quantity for a line item (New List Quantity) to calculate an optimized quantity value, based on rules assigned to the material.
The logic (dispo rule), the disposition is processed, must be selected from the dropdown list in the Disposition Rule field. It can vary between two MTO jobs of the same MTO type and must be entered before the MTO job is started.
The four dispositions options that are available in the Dispo Rule field are as follows:
Dispo Option |
Purpose |
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Common Rule |
The MTO job uses the Dispo Rule specified in the template. |
Fix Dispo Addend |
This option calculates the recommended quantity (and hence the Dispo quantity) as equal to the greater of either the current Recommended Quantity or the previous supplement Released Quantity. This option avoids unnecessary qty changes on POs if the dispo quantity is not considered overly important. |
Fix Dispo Quantity |
Dispo quantity remains the same as the previous supplement. |
None |
No disposition (contingency) material. This option also disables the dispo rule specified in the template. |
It is important to understand the different quantity fields on a requisition line before selecting the correct dispo rule option. The fields are listed as follows.
Field |
Purpose |
---|---|
New List Quantity |
Total quantity on the current (new) BOM. |
Released Quantity |
Quantity that is released to procurement; by default, it initially equals the Recommended Quantity. This field can be edited manually by the user to change the contingency material. |
Recommended Quantity |
The New List Quantity plus the dispo (contingency) material. |
Select the Set Increased Quantity Factor to let the MTO job calculate the increased quantities based on the previous requisition supplement. When the indicator is not checked, the increased quantity field in the requisition is not calculated. It must then be manually verified by an engineer and set before the requisition can be released to procurement. This is a way to force the engineers to check the increased quantity rather than simply accepting the calculation done by the MTO job.
A BOM node may have a quantity factor set in its definition. If the List Node Factor indicator is selected, the calculated quantity is multiplied by this qty factor. If itās not checked, the factor is ignored.
Select the Handle Assemblies indicator to explode assemblies (on the BOM) into their component parts and include the individual components in the total quantity instead of the assembly quantity.
Customer Implemented Procedures (CIPs) are SQL packaged procedures that can be executed when the MTO job is processed. A standard CIP to process ROS (Required On Site) dates is delivered with the software. This CIP searches for the BOM position attribute ROS_DATE and copy its value to the requisition ROS date to prevent any further data from being entered by the user. The attribute ROS_DATE must be defined as a position attribute and filled with a date value.
Other CIPs are optional for the user to implement according to different situations. Intergraph can assist with the development of these CIPs, as it requires detailed knowledge of Smart Materials and the Oracle programming language.
The Execute General CIP Procedure radio group on top controls the execution of the general CIP procedures from the package m_pck_req_custom during the MTO job. The options are:
Do Not Execute |
The general CIP is not executed. |
After Deleting Empty/Unchanged Reqs |
The empty and/or unchanged requisitions are deleted before the general CIP is applied. |
Before Deleting Empty/Unchanged Reqs |
The empty and/or unchanged requisitions are deleted after the general CIP is applied. |
The selectable CIP execution options are listed as following.
Name |
Meaning |
---|---|
Get Accounting |
Generate the Accounting information. CIP std_job_id(r_id). |
Get Budget |
Calculate budget values for requisitions and requisition line items. CIP calc_budget(r_id). The budget is set to 0 (zero) if it cannot be calculated. |
Get Designation |
Fill delivery designation of a requisition line item. CIP procedure designation(r_id) is left empty (NULL) if a delivery designation cannot be found. |
Handle BOM Doc |
Documents attached at BOM nodes to be attached to the requisition, documents attached at BOM position to be attached to the requisition line. |
Get Milestone Reference |
Update milestone reference. CIP procedure ms_reference(r_id) is left empty (NULL) if a milestone reference cannot be found. |
Get Procure Channel |
Calculate the procure channel. |
Get ROS Date |
Calculate the Required on Site (ROS) date for all line items of the requisitions. If the ROS date on a line item is changed manually after the MTO has run, the system recognizes this changed value during the following MTO job and tries to assign this value to the related line item on the new engineering requisition. CIP function ros_date(r_id). It calculates the ROS date by requisition, and all line items of this requisition get the same ROS date. |
Get Weight |
Calculate the material weight for each requisition line item using this rule: (unit weight of the Ident) * (line item quantity). CIP function weight(ident). The weight is set to 0 (zero) if it cannot be calculated. |
Select the price type from the LOV in the Price Type field. Select the option āWith Catalogā or āWithout Catalogā from the Price Display Type dropdown list.
Job Control
To run an MTO job, select the MTO Job you want to run, and then click Run Job.
In the Job Scheduler window, select Online, Batch or Schedule radio button.
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Online: (Default mode) Starts the job in online mode.
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Batch: Starts the job immediately in the background.
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Schedule: Starts the job scheduled in the background. After you have pressed the button you must insert the date and time information.
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The project default ZX_BTH_OPT provides the options for scheduled batch jobs execution.
If you select the Schedule radio button, enter a date and time in the Date/Time cell, and add a comment in the Comments box.
Delete Job
When you press this button all jobs that have already been run and for which no engineering requisitions exist (any longer) are deleted.
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An engineering requisition can be deleted if:
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You are logged in with the discipline of the requisition.
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No higher supplement exists for this requisition.
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The requisition has not been linked with a purchase requisition (In case of an inquiry requisition).
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Procurement has not done anything at all with this requisition. i.e. no inquiry and no order have been launched already.
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Procurement has not created a PO requisition at the end of the inquiry cycle (in case of an inquiry-only requisition).
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Deleting an engineering requisition mean that requisition trace, all line items, attachments and the requisition itself, are deleted.
Clean Jobs
Click Clean Jobs to delete the MTO jobs that did not create any requisition.
Reverse
To Reverse an MTO job, select MTO jobs to be reversed, and click the Reverse button.
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Reversing an MTO job is only possible when:
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You are logged in with the discipline of the MTO job
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No engineering requisition created by this MTO run has already been released b procurement.
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If the MTO job is reversed, all engineering requisitions created will be deleted. Deleting an engineering requisitions means that the requisition trace. all line items, attachments and the requisition itself are deleted.
Copy a job using the Run MTO page
The Copy Job button is enabled only when there is an existing MTO job that has been created or run. When a job is copied, it will generate a random job ID that you can update at your discretion. You can update any of the copied information, if required.
View Log File
Each completed job creates a log file. To view the details of an MTO job, click on the job name hyperlink.
Click View to view the log file of any MTO job.
To mail the log file to your registered email address, click the Mail Log File.
To navigate to the main Project Defaults page, in the Applicable Project Defaults window, click the Open Project Defaults link.
Job Execution Statistics
In Job Execution Statistics section, click the View hyperlink to see unused BOM positions. This button is not available for balance MTO job.
The Job Statistics section displays all information relating to Job Run Date, Job Started By, MTO Return Code, Number of Requisitions Created, Number of Requisition Line Items, Total Jobs, Run Successfully, Run Successfully with Warnings, Failed, Scheduled and Reversed.
If the job type is Balance, and it hasn't been run yet, you can view the requisition candidates, by clicking the View Requisition Candidates hyperlink.
Job Execution
When all MTO job parameters are set and defined as described above, you can save the MTO job and click the Start button to launch the MTO job. If no errors occur and the MTO job completes successfully, a message appears as shown.
The result of a successful MTO job is the creation of requisitions and requisition line items according to the rules, templates, BOM sets, and where conditions assigned to the underlying MTO type. You can verify the result on the Maintain Requisitions screen.
On the Home, click Requisitions > Maintain Requisition.
The MTO Type, MTO Job, and Created On fields on the right show the MTO job information.
Click the requisition hyperlink in the Engineering Requisition field to open the Requisition Details screen. Here you can check Requisition Details like Line Items or other details.
The time it takes to process an MTO job depends on the scope (material, BOM positions) and the complexity of the options. When a job has been processed once, it cannot be run again. The easiest way to re-run an MTO job is to copy the job.