Vendor Data Requirements (VDRs) - Intergraph Smart Materials - Version 2016 R4 (8.4.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2016 R4)

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Intergraph Smart Materials
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Help
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2016 R4 (8.4)

A vendor data requirement (VDR) can only be assigned once to an object. You cannot attach the same VDR with different revisions.

For attached VDRs, you can store additional information that is not available for VDRs or VDR set details. For example, you can enter the number of weeks the vendor promises for delivery or the delivery date itself.

Except for agreements, their line items and item shipments, VDRs can only be attached to an object as long as it has not been approved. After approval, no more changes can be applied. Therefore, the module is running in query-only mode once the object has been approved.

On the VDRs tab, you can attach vendor data requirements (VDRs) to objects such as engineering requisitions, inquiries, and agreements.

Only the highest revision of each VDR is available.

With the radio group on top of the tab, you can control whether data on the VDRs tab is displayed independently from the data on the Documents tab.

If the Only VDRs option (default) is selected, data is shown independently from each other; that is, if you assign a VDR to an object and a document to this VDR, this document will not be displayed on the Documents tab. And vice versa, if you assign a document to an object and a VDR to this document, this VDR will not be displayed here on the VDRs tab.

If you select the Include Document VDRs option, documents attached to VDRs will be displayed on both tabs, and vice versa, VDRs assigned to a document on the Documents tab will also be displayed on the VDRs tab.

If the VDR field is displayed with a cyan background color, documents are attached to this VDR. If the VDR field is displayed with a magenta background color, the VDR is assigned to a document on the Documents tab.

In Include Document VDRs mode, you cannot attach documents to VDRs on the VDRs tab.

The Ordered by field shows by which fields the displayed records are sorted. By default, the records are ordered by sequence and VDR. To change the order criteria, you can click the Order By ... button at the bottom of the screen. Or, you can open the pop-up menu with a right mouse-click in any field and select the Order by this field ascending or Order by this field descending menu item.

To insert a VDR, enter a sequence number in the Seq field and the vendor data requirement name in the VDR field. When you enter a VDR name that is not yet defined on D.40.11, the name will automatically be inserted on D.40.11.To select a pre-defined VDR from the list, open the LOV in the VDR field. The LOV shows all VDRs defined on the D.40.11 Vendor Data Requirements screen and not yet attached on D.90.21.

Select the Sel check box of all VDRs to be attached. You can use the Select All button to select all displayed VDRs. Deselect All cancels the current selection. Finally, click the Fill In button to attach all selected VDRs and to close this LOV window.

Back on the main window of D.90.21, you can double-click in the VDR field to open the D.40.11 Vendor Data Requirements screen.

The Highest Rev check box indicates if the highest revision of the VDR is attached (check box is marked) or if a higher revision exists (check box is not marked).

The VDR Changed check box indicates that a VDR has changed compared with the previous supplement.

The VDR Changed check box indicates if the VDR has changed compared to the previous supplement. If a previous supplement (of the requisition, inquiry, agreement) exists, the check box is marked if any change has been applied to the VDR. This means that either the VDR revision has changed or that any other field, for example, the distribution category or the revised delivery date, has been modified. The check box is also marked if a VDR has been added for the first time on a supplement > 0 (zero).

The revision is automatically assigned to a VDR starting with 0 (zero) and displayed in the Rev field. When you duplicate a record, the revision is increased by one.

The Distribution Category field shows the name of the distribution category.

The VDR descriptions are displayed in the Short Desc and Description fields.

The Required indicator shows whether the VDR is required for document management.

The date the VDR is required is shown in the Date Required field.

The first issue copies are stored in the First Issue Copies field, that is, how many copies should be delivered from the supplier (number of copies wanted).

In the Scheduled field, enter the number of days, weeks, or months in which the documents should be delivered by the supplier. Select the period for the value in the Scheduled field from the dropdown list in the Period field. The available values are DAYS, WEEKS, and MONTHS.

The Event field shows the event when the documents should be delivered.

The purpose of the VDR can be selected from the dropdown list in the Purpose field.

The final issue copies are stored in the Final Issue Copies field, that is, how many copies will be delivered from the supplier.

Enter the number of weeks after which the delivery of this VDR is promised by the supplier in the PW field.

The Prom Delv field contains the date on which the supplier has promised to deliver the VDR. This field is populated automatically when assigning VDRs to an agreement coming from a requisition or an inquiry/bid evaluation. It is filled with the current date or agreement creation date plus the number of weeks stored in the PW field. The value of this field cannot be changed. If the supplier revises the delivery date, select the new date from the LOV in the Rev Delv field.

In the Actual Delv field, select the actual delivery date of this VDR from the LOV.

In the Received By field, enter the name of the person who received the VDR.

In the Priority field, enter the priority for this VDR.

The following fields can be used to enter the appropriate information:

  • With Tender Period

  • With Tender Event

  • For Approval Period

  • For Approval Event

  • For Approval Schedule

  • Final Period

  • Final Event

  • Final Schedule

  • As Built Period

  • As Built Event

  • As Built Schedule

In the Deliverable Status field, you can select the name of the deliverable status from the LOV. You can double-click in this field to open the P.10.79 Deliverable Status screen.

In the VDR Comment field, you can enter the default required quantity (pieces and types) or any other comment.

The Complete indicator shows whether this VDR is complete.

If the Traffic VDR check box is selected, the document is a default traffic document, which will be assigned automatically to packing lists (PLs) and preliminary packing lists (PPLs).

The Expected From box shows, who is expected to deliver the document.

The VDR Type box shows, to which PLs/PPLs the document should be assigned. HLO only means the document will be assigned only to PLs/PPLs that contain at least one heavy load object (HLO) package item. Hazardous only means the document will be assigned only to PLs/PPLs that contain at least one hazardous package item. The empty (default) value indicates, that the document will be assigned to all PLs/PPLs.

If the FF Access check box is selected, the freight forwarder can view the documents uploaded by the supplier.

You can add up to 20 attribute fields to the screen configuration; see Add field in the Core Workflow Screens section of this document. As long as the attribute fields are empty, the attribute is not assigned to the VDR. When you enter a value in any attribute field, this attribute will be added to the VDR.

Depending on the object (requisition, quote, order, (any) line item, item shipment) for which you have opened the D.90.21 screen, you can update VDRs at any time or only up until its approval. For objects without approval functionality (for example, item shipments) there is no restriction on updates.

If the object is already approved, it is possible to make updates to given attributes and/or to insert new attributes when some conditions are fulfilled (only possible for attached attributes of type 'Other').

  • If the project default ZX_MODATTR is set to Y, new attached attributes can be inserted for already approved objects. These new attributes can be updated or deleted afterwards.

  • If the Allow Update check box is selected on the A.50.01 screen and the Locked check box is not selected on the A.50.21 screen, it is possible to update the value for this attribute after the approval of the object; it is not possible to delete the attribute. If any of these conditions is not fulfilled, you cannot update the attributes.

If the project default ZX_HL_RQAT is set to Y, and the attribute has been marked on the A.50.01 Attributes screen as being required (Reqd indicator marked) the background color used for required fields is also used for highlighting this attribute.

Label and hint text for the attribute fields is retrieved from A.50.01.

You can double-click in the attribute field or click the Attributes button to open the A.50.21 Attached Attributes screen.

You can add up to 10 CIP fields to the screen configuration; see Add field in the Core Workflow Screens section of this document.

You can click the VDRs button to open the multi-selection LOV for VDRs, same as using the LOV button in the VDR field.

Instead of adding single VDRs, you can attach a pre-defined VDR set. To insert a set, select the name of the VDR set from the LOV in the VDR Set field. All VDR sets defined on the D.40.12 VDR Sets screen are available for selection.

To attach the traffic VDR set, select the set that is marked with Y in the Traffic VDR column.

Then click the Copy button to attach the VDRs of this selected set. The VDRs of the selected set will be copied as follows:

  • Any VDR of the set not yet assigned will be attached.

  • If the VDR is already attached with the same revision, nothing will be changed.

  • If the VDR is already attached with a higher revision, nothing will be changed; the VDR will not be added.

  • If the VDR is already attached with a lower revision, the old one will be replaced with the VDR from the set.

Only the highest revision of a VDR set is available for this copy process.

If you have opened the D.90.21 screen from a discipline dependent screen like R.30.01 Maintain Requisitions, you can only copy a VDR set if you are logged in with the discipline of the selected object (for example, the requisition).

You can double-click in the Term Set field to open the D.40.12 VDR Sets screen.

The Rev field shows the revision of the selected VDR set.

In the Documents for VDR block, you can attach documents to the VDR selected in the upper block. For the field descriptions, see Documents.