Line Items - Intergraph Smart Materials - Version 2016 R4 (8.4.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2016)

PPMProduct
Intergraph Smart Materials
PPMCategory_custom
Help
Version_SPMat
2016 R4 (8.4)

The line items of the agreement are displayed on the Line Items tab.

This screen is a core workflow screen. For more information, see Core Workflow Screens.

The Pos field shows the position or line item number. If you manually insert an additional line item, the next available position will be displayed in this field, depending on the setting of project default ZR_RLIINC, but you can change this value. Position numbers can be changed for agreements that are not COs and that are not approved.

The red background color of this field indicates that the order description of the ident has been changed. For more information, read the description of the Ident Code field below.

You can double-click in this field to open Window 3, where you can maintain item shipments, other costs, account codes, and attributes of the selected agreement line item.

On the Item Shipments tab, you can see all item shipments for the selected agreement line item. This tab is only displayed for agreements for which item shipments are created.

See Item Shipments for the field descriptions.

On the Other Costs tab, you can attach other costs to the agreement line item.

See Other Costs for the field descriptions.

On the Req Line Items tab, you can see which requisition line items are associated with the selected agreement line item.

If just one requisition line item is assigned to the agreement line item, this requisition line item represents the same information as the Engineering Requisition, Suppl, RLI Pos, and RLI Sub fields on the Line Items tab. In this case, you can update the quantity here or on the Line Items tab. If more than one requisition line is assigned, you must use this Req Line Items tab for the update; the system does not allow you to update the quantity on the Line Items tab, because the quantities finally purchased for requisition line items must be tracked to determine if a requisition has been purchased completely.

Please note the difference between associated and assigned line items. Associated includes the requisition history of an agreement line item over all agreement supplements. Assignment refers to the requisition line item that has directly caused the creation or modification of an agreement line item. Quantities are only updateable for assigned requisition line items, not for associated line items of previous supplements.

You can access this tab directly by double-clicking in the Quantity or Engineering Requisition field on the Line Items tab.

On the Other Cost Accounts tab, you can assign account codes to the other costs of a line item.

This tab is only available if you work with the account code module; that is, project default ZJ_USE_AC is set to Y. Additionally, this tab is only enabled for agreements of type PO or NOC.

In the Account Code field, you can select account codes from the LOV. In the Other Cost field, select an other cost assigned to this agreement line item from the LOV. The Cost Value Total field shows the other cost value specified on the Other Cost tab. In the Cost Value field, you can enter the budget value of this line item and this account code. Select the currency of this other cost from the LOV in the Currency field. You can double-click in this field to open the A.10.12 Units of Measure screen where currencies are defined.

The Sub field displays the agreement sub line item number.

The Ident Code field shows the ident code placed on this line item. When you select an ident from the LOV, the Qty Unit, Unit Weight, Total Weight, and Weight Unit fields are automatically filled by the following CIP procedures (if they are empty):

  • Qty Unit - m_pck_req_custom.qty_unit

  • Unit Weight - m_pck_req_custom.weight; the Total Weight will then be calculated based on quantity and unit weight.

  • Weight Unit - m_pck_req_custom.weight_unit

The Ident Code field is displayed with a red background color if the attribute defined by the project default ZP_DEVATTR is assigned to the agreement line item. The attribute associated with this project default is intended to be used as an indicator that the order description of this ident has been changed. The displayed ident short description is not correct anymore, and the new description is displayed in the Ident Deviation box. To view or edit the ident deviation attribute value, click the Attachments button to open the D.90.21 Attachments screen. On the Attributes tab, the attributes attached to the agreement line item are displayed, with the assigned value in the Value field. For more information, see Attachments.

The Tag Number field shows the tag number specified for this ident.

In the case of a subcontract agreement, this field is labeled SOW Number.

You can create new tag numbers on this screen, in the same way as is possible in the BOM module. If a tag number is entered in the Tag Number field and an item type with rule TWM, TOM, or TFM is selected from the LOV in the Item Type field, the system creates this tag number when saving the record. An ident does not have to be entered.

The creation of tag numbers is not possible for COs, BOs, or manual purchase orders (MP) to which a BO has been assigned. Further, it is not possible for corporate warehouse (CWH) or FIM warehouse agreements.

A list of values is also available when creating a new agreement line item. The LOV contains all commodity codes that have an item type the item rule of which is 'TFM', TOM', or 'TWM'.

If the item rule of the ident is SWT, TFM, TOM, or TWM, you can double-click in the Tag Number field to open the S.80.25 Tag Description and History screen, showing the Tag Description and Tag History tab. For SWT, only the Tag History is shown, if the tag number and the commodity code are identical and the attr_num3 contains the ident. Also, for other item types/rules like SOT, only the Tag History tab is visible.

If the item rule of the ident is TAB and if the tag number is not like '---' and not like 'UNTAGGED', S.80.25 is opened showing the Ident Layout and Tag History tabs.

For idents with item rules TAB, TFM, TOM, and TWM, it is also possible to update the tag number. When doing so, you are asked whether you want to use the S.80.24 Rename Tagged Items screen for this change or if you want to update the tag number immediately.

The S.80.24 screen offers you the ability to check all documents in which the tag number is used, before changing it. Moreover, you have the choice of updating only the commodity code, only the tag number, or both the commodity code and tag number in the case of item rule TFM, TOM, or TWM. For idents with item rule TAB, you can only update the tag number itself.

If you decide in favor of an immediate update, both commodity code and tag number are altered for item rules TFM, TOM, and TWM. For idents of rule TAB, only the tag number is changed.

No matter how you finally update the tag number (and/or commodity code), you still must commit your changes to the database.

The history of all changes of a tag number is shown on S.80.25.

If the tag number was changed by another user, the Tag Number field will be displayed with a red background color. If you then call the S.80.25 screen by double-clicking on the tag number, you are asked whether you want to acknowledge the renaming of the tag number. If you click Yes, the red background color is taken back.

The commodity code of the selected ident is displayed in the Commodity Code field. This field is highlighted with a light blue background color if the agreement line item was created manually.

When manually adding an agreement line item, you can enter a commodity code that does not exist so far or you can even leave the Item Type, Tag Number, Ident Code, and Commodity Code fields empty. When such a line item is saved, a new commodity code and a new ident for this commodity code are created. To activate this feature, the project default ZR_CREA_CC must be set to Y and the project default ZR_PART_CC must be assigned to a pre-defined commodity part, which will then be used to assign the manually created commodity codes. Exactly one item type the item rule of which is 'ROT' and the default indicator of which has been set must have been defined in the product group or project.

When you use the LOV in the Commodity Code field, the setting of project default ZS_CC_LVE determines which type of LOV is used.

Please note that this feature is not available for corporate or FIM warehouse agreements.

If ZS_CC_LVE is set to N, the standard LOV is opened.

If ZS_CC_LVE is set to Y, the S.30.01 List Commodity Codes LOV is opened.

This enhanced LOV provides more options to filter particular commodity codes.

Double-click in the Commodity Code field to open the S.30.01 Commodity Codes screen, where you can maintain the short description and description of the commodity code.

The Incl check box indicates whether the line item is part of the current agreement. If the check box is marked, the line item has been modified on this agreement supplement. Otherwise, it is a position of a previous supplement that has not been changed and is therefore not included on the current agreement supplement.

The Cause field shows why this agreement line item has been placed on the agreement. The available options with their meanings are listed below.

  • New - New agreement line item that cannot be found on any previous supplement.

  • Quantity Change - This agreement line item has been included in the current supplement due to quantity change. There are no changes with respect to the attached documents, VDRs, or attributes.

  • Other Changes - This agreement line item has been placed on the current supplement due to any changes except for a change of quantity.

  • Qty / Att. Change - Both the quantity and the attachments (documents, VDRs, or attributes) have been modified in comparison to the previous supplement.

  • Unchanged - This agreement line item is not part of the current supplement because it has not been changed at all. It was included on any previous supplement.

The Size 1/2 field shows sizes one/two (Input 1/2) of the ident.

The item type of the ident is displayed in the Item Type field. All item types except for those of item rule REF are available. For more information about item types, see Item Types.

Enter the total quantity of this agreement line item in the Quantity field. In the case of an agreement for the corporate warehouse (CWH) or FIM warehouses, the quantity that can be entered is limited by the quantity available in these warehouses. If the agreement line item is associated with more than one requisition line item, this field shows the sum of the quantities of all associated requisition line items and the background color of this field is set to magenta. In this case, you cannot update the quantity here. You must double-click in this field to open the Req Line Items tab of Window 3 (refer to the Req Line Items tab description in the Pos section above).

If the line item belongs to a CO, this quantity replaces the quantity on the corresponding agreement line item. This field can contain negative values to be able to decrease costs. In that case, you must adjust and remove these values by setting the value to 0 or by deleting the line item after the negative values have been applied to other line items, because negative values cannot be tracked by site. Otherwise, you can neither approve the agreement nor leave the screen.

For example, originally a quantity of 100 was ordered. Now 20 must be cancelled. Instead of saving -20 in the Quantity field, the line item with quantity 100 is replaced by a line item on a CO with quantity 80.

If an agreement of type PO or NOC is approved, this quantity is populated to the corresponding requisition line items.

  • The quantity of a master tag can only be set to 1 or 0 (in case you want to cancel it).

  • The quantity of a master tag can only be changed on a CO.

  • If the quantity of a master tag is 0, you cannot modify the quantities of its detail tags.

  • The quantity of a master tag can be set to 0 on an agreement (not CO) by creating another requisition supplement on which the master tag is cancelled and then clicking the Create Supplement button on the P.30.02 screen without having approved the previous agreement. In this situation, you modify an agreement that is still open (not approved).

  • If the quantity of a master tag is set to 0 on a CO, the quantities of its detail tags are also set to 0 automatically.

  • An agreement line item is also regarded as a master tag if the detail tags have been created on the item shipment level. In other words, if you have approved an agreement, expediting has created detail tags on the item shipment level but then the approval of the agreement is taken back, and you will not be allowed to update the quantity of the agreement line item for which detail tags have been created by expediting.

The Quantity Unit field shows the unit of the quantity. You can select this unit from the LOV; all units defined for the unit groups WEIGHT, VOLUME, or QUANTITY are available for selection. You can double-click in this field to open the A.10.12 Units of Measure screen where units are defined. If the project default ZB_UNITCHK is set to Y, the entered quantity unit is checked to see if it is in accordance with the quantity unit defined for the ident in Smart Reference Data. Users are prevented from setting a unit that is not consistent with the standardization. Additionally, this project default ensures that the same quantity unit is always used for an ident.

You cannot overwrite a quantity unit that is automatically set by the software because this value is already derived from the Smart Reference Data setup.

The Last Quantity field shows the previous quantity of the line item, that is, the quantity of the item before a CO was created. If the agreement is not a CO, the field shows 0 (zero).

The difference between the (actual) quantity and the last quantity of the line item is displayed in the Changed Quantity field. If the agreement is not a CO, the field shows 0 (zero).

The Released Quantity field shows the total quantity released to procurement for the requisition line items associated with the agreement line item.

Enter the unit price of the line item for a quantity of 1 in the Unit Price field.

You can either enter a unit price and not use the Supply Price and Install Price fields. Or, you can enter values for supply and/or install price instead. If you provide values for supply and install price, the Unit Price and Extended Price fields are protected against update. In this case, the unit price is automatically calculated as the total of the supply and install price. The extended price is then also calculated automatically accordingly.

The Extended Price field displays the extended price of the line item. If the price base is QTY-UNIT, the extended price is calculated by multiplication of the quantity with the unit price. If the price base is WEIGHT-UNIT, this field is calculated as the product of quantity, unit price, and unit weight. When the extended price is calculated, the precision that can be set for currencies on the A.10.12 Units of Measure screen will be taken into account. If, for example, the precision for a currency is set to 1, the extended price for a quantity of 10.25 and a unit price of 1.2345 will be 12.70 instead of 12.65.

If you update the extended price, the unit price is recalculated taking the price base into account.

The extended price for the changed quantity is displayed in the Delta Extended Price field. This value is only of interest if the project default ZP_CODELTA is set to Y.

Except for the Delta Extended Price and Delta Discounted Price fields, all cost related fields show the values taking into account the complete quantity (and not only the changed quantity) and all previous supplements with respect to other costs.

In the Alternate/Option Costs field, you can see the costs that are included in the extended price caused by alternates and options. Only alternates and options for which the Include (in price) indicator is marked are taken into account.

The Discounted Price field shows the discounted price of the line item. The discounted price is determined by the extended price reduced by the discount. Such a discount can be defined either on the agreement line item level using the Discount % and Discount Amount fields or on the other cost level by entering a negative value in the Other Cost % field. The discount amount defined on the other cost level can be seen in the OC Discount field.

The discounted price for the changed quantity is shown in the Delta Discounted Price field. This value is only of interest if the project default ZP_CODELTA is set to Y.

The price to be paid for supply of a quantity of 1 can be entered in the Supply Price field.

The price to be paid for installation of a quantity of 1 can be entered in the Install Price field.

The Gross Other Costs field shows the sum of all other costs that are attached to the agreement line item without discounts. If the currency of an other cost differs from the currency of the agreement line item, the cost value will be converted to the currency of the agreement line item using the factor that has been stored on the Exchange Rates tab of the P.30.21 Prepare RFQ screen (provided that the agreement is based on a quote summary). If no factor is provided by the inquiry cycle, the conversion factors of A.10.13 Unit to Unit are applied. If no factor can be found, a warning appears and the value -1 will be displayed in the Gross Other Costs field. To enter missing conversion factors, switch to the Agreement tab and double-click in the Currency field to open the A.10.13 screen.

The Net Other Costs field displays the sum of all other costs that are attached to the agreement line item, including discounts. Discounts are only applied to other costs that have been marked as being discountable. With regard to differing currencies, read the field description of Gross Other Costs above.

The net price of an agreement line item is calculated as the sum of the discounted price and the net other costs and is displayed in the Net Price field.

You can double-click in the Gross Other Costs, Net Other Costs, or Net Price fields to open the Other Costs tab of window 3 (refer to the Other Costs tab description in the Pos section above) to maintain the line item other costs.

The Currency field shows the currency applied to the agreement line item costs. When a new line item is entered, the currency of the agreement header is copied over as the default, but this default can be changed. You can select a currency from the LOV; all currencies defined for the unit group CURRENCY can be selected. You can double-click in this field to open the A.10.12 Units of Measure screen.

Select the price base from the drop-down list in the Price Base field; the available options are

  • QTY-UNIT

  • WEIGHT-UNIT

If the price base is set to the weight unit, the costs will be calculated using the unit weight and the quantity, otherwise, using only the quantity.

Select the base for the discount calculation from the drop-down list in the Discount Base field. By default, the base for the discount calculation is set to Discount %. When any values such as the quantity or the unit price are changed, the value entered in the Discount % field will be used to calculate the new discount amount. If the calculation base is set to Discount Amount, the discount amount remains fixed and is used to calculate the new discount percentage when values such as the quantity or the unit price are changed. Depending on the setting of the discount base, you can either update only the Discount % or the Discount Amount field. If the discount base is set to Discount Amount, the Discountable indicator will be cleared for all agreement line item other costs if no discount has been defined on the agreement header level. Thus, it is avoided that any discount is applied to the other costs. If a discount has been defined on the agreement header level, the check box is not reset. But the discount percentage defined on the agreement line item level is not applied to the other cost. Only the overall discount of the agreement header level is applied.

The discount in percent granted by the supplier is displayed in the Discount % field. When you enter a discount percentage, the discount amount is automatically calculated. The discount is applied to the extended price of the agreement line item.

The discount percentage can only be modified if the discount base is set to Discount %.

The discount is also applied to all other costs that have been marked as discountable provided the discount base is Discount %. But the corresponding discount amount is not contained in the Discount Amount value. The cost values of the other costs themselves remain unchanged. The discount is not applied directly to them.

The value of the total other costs will only be refreshed when you click the Save button to commit your changes.

Alternatively, discounts can be defined by assigning other costs with a negative other cost percentage to the agreement line item. You can either use the Discount % and Discount Amount fields or define discounts on the other cost level. You cannot use both features. If discounts have been entered on the other cost level, the Discount Base, Discount %, and Discount Amount fields cannot be changed. If discounts have been entered in the Discount % and Discount Amount fields, you cannot define discounts for agreement line items on the other cost level.

The discount amount granted by the supplier is displayed in the Discount Amount field. The discount amount can only be modified if the discount base has been set to Discount Amount. When you enter a discount amount, the discount percentage is automatically calculated. The discount is applied to the extended price of the agreement line item.

The OC Discount field shows the amount of the discount defined on the other cost level and applied to the extended price of the agreement line item. You can double-click in this field to open the Other Costs tab of Window 3 (refer to the Other Costs tab description in the Pos section above) to view the line item other costs.

The Budget field shows the sum of the budgets that have been assigned on R.30.01 to the requisition line items that are associated with this agreement line item. The budget is shown for the currency of the agreement line item.

The complete values are taken into account for this calculation even if the quantities have only been assigned partially.

The Accepted indicator is set if the user has checked the quantity of the line item and wants it to be approved as-is. If you are working with the P.50.16 Maintain Orders screen, this check box must be selected for all line items of an agreement supplement. Otherwise, you will not be able to approve the agreement. If you do not use P.50.16, the setting of this check box is not relevant.

In the Unit Weight field, enter the supplier's suggested unit weight including packing.

The Total Weight field shows the total weight, which is calculated as the product of the quantity and the unit weight. If you update the total weight, the unit weight is recalculated. The precision you can set for a unit on the A.10.12 Units of Measure screen is taken into account when calculating the total weight.

The Weight Unit field shows the unit of the weight. You can select this unit from the LOV; all units defined for the unit groups WEIGHT and QUANTITY are available for selection. You can double-click in this field to open the A.10.12 Units of Measure screen where units are defined.

Enter the packing volume in the Volume field.

The Volume Unit field shows the unit of the volume. You can select this unit from the LOV; all units defined for the unit groups VOLUME and QUANTITY are available for selection. You can double-click in this field to open the A.10.12 Units of Measure screen where units are defined.

The packing dimensions can be entered in the Dimensions field.

The Incoterm field displays the name (code) of the incoterm. You can double-click in this field to open the P.10.34 Incoterms screen where incoterms are defined. Depending on the setting of project default ZP_NULL_RM, the routing method of the associated item shipments is reset or not when modifying the incoterm. If this project default is set to Y, the routing method is removed from the item shipments. If the project default ZP_ISH_QTY is set to KEEP, the quantity change determines to which item shipments changes of incoterm, delivery place, and promised contract date are copied over. If the quantity has changed, modifications of contractual data are only copied over to the newly created item shipment. If the quantity has not changed, the modifications are copied over to all item shipments without release notes. (The newly created one will be deleted anyway when approving the agreement). In all other cases (ZP_ISH_QTY <> KEEP), changes of contractual data are copied over to all item shipments.

Select the delivery place of the material from the LOV in the Delivery Place field. You can double-click in this field to open the P.10.37 Delivery Places screen where delivery places are defined. If you enter a new delivery place that does not exist on P.10.37, you will get a warning if you have access and update rights for P.10.37. If you answer the question "Do you wish to continue?" with Yes, an additional, new delivery place will be created on P.10.37. If you do not have access and update rights for screen P.10.37, you can only enter delivery places pre-defined on P.10.37. You can double-click in the Delivery Place field to open the P.10.37 screen.

The date on which the supplier promises to deliver the associated item shipment(s) is displayed in the Prom Contract field. If more than one item shipment exists for the agreement line item and if these item shipments have different promised contract dates, the latest one is displayed. If the promised contract date of at least one associated item shipment is empty, nothing will be displayed here.

The Diff indicator shows whether different promised contractual dates exist. Except for BOs for which no item shipments are created, you can modify the promised contract date.

The Expediting indicator shows whether this line item is to be passed on to expediting, traffic, and site. This indicator is only of interest for agreements of types PO and NOC and their COs. All other types of agreements are not handled by expediting, traffic, and site. By default, this indicator is set, which means that item shipment(s) are created for the agreement line item. If the check box is cleared, the associated item shipment(s) will be deleted so that this agreement line item will not be tracked by expediting, traffic, and site. This check box can only be updated if the agreement line item is new.

You should decide very carefully whether you want to clear this indicator for an agreement line item because your decision cannot be reverted.

The setting of this check box cannot be changed on agreements for the corporate or FIM warehouses. In the case of a split tag, the check box can only be cleared for the master tag. For the detail tags, the check box will then be cleared automatically.

The setting of this check box is copied over to all future (CO) supplements of the agreement so that for these supplements also, data cannot be tracked by the subsequent modules.

If you are working with extended expediting, the incoterm and delivery place must not be filled in for agreement line items that are not passed on to the subsequent modules to be able to approve an agreement.

The revised original promise date is displayed in the Rev Prom field. This field is not available for BOs, NOCs, and COs thereof.

The First Ship field shows the number of weeks required at least for shipping the item.

The Last Ship field shows the number of weeks required at most for shipping the item. When you update this field, the following expediting dates are recalculated:

  • Prom Ship

  • Curr/Rev Prom Ship

  • Prom On Site

For the recalculation, the old and the new value of Last Ship is multiplied with 7 to get the number of days. The old value is subtracted, and the new value is added to the date fields listed above. If the project default ZP_EXPDATE is set to Y and the project default ZP_NEW_EXP set to N, the Pred On Site field is modified accordingly, too.

Enter the name (code) of the country from which the material of this line item comes from in the Country of Origin field. You can double-click in this field to open the A.10.34 Countries/States/Provinces screen where countries are defined.

You can enter the name of the manufacturer in the Manufacturer field. If the agreement is based on a quote summary, the manufacturer is copied over from the corresponding quote detail (if filled).

You can enter the manufacturer's catalog number for the item being supplied in the Catalog Number field.

The % Dom. Prod. field displays the percentage of the line item material that was manufactured in the U.S. When a new agreement line item based on a quote is created, the value of this field is copied over from the associated quote detail. In all other cases, the initial value of this field depends on the setting of project default ZP_EXPLICR. If ZP_EXPLICR is set to Y (default), this field will be set to 0 (zero) and the Exp Lic Req indicator will be selected. If ZP_EXPLICR is set to N, this field will be set to 100 and the Exp Lic Req indicator will not be marked.

The TE Rqd indicator shows whether a technical evaluation is required for this line item. This check box cannot be updated. The value of this indicator is copied over from the requisition line items that are associated with this agreement line item. If the agreement has been created based on a bid evaluation (quote summary), this indicator will always be cleared because an agreement can only be created based on a quote after the technical evaluation has been completed. So in this case a technical evaluation is not necessary because it has already been done. If the agreement has been created directly from an engineering requisition, the value of this indicator is copied over from the requisition line item. So if a requisition line item requires a technical evaluation, the agreement line item will require it also. Thus, it is prevented that material is ordered without having been evaluated technically. If more than one requisition line item is associated with an agreement line item, the agreement line item requires a technical evaluation if any of these requisition line items requires one.

In the case of a CO, a technical evaluation is never required because the material is cancelled, and the technical evaluation has passed already with the previous agreement supplement.

If any line item of an agreement requires a technical evaluation, the agreement can only be approved after the technical evaluation complete date has been set on the agreement header level and the Tec Pass indicator has been selected for all affected line items.

The TE Passed indicator shows whether the technical evaluation has been done for this line item. An agreement can only be approved if this check box is selected if the line item requires a technical evaluation, that is, the TE Rqd check box is marked. The TE Passed check box can be selected manually or by clicking the Pass TE button on the Agreement tab.

You need the TECHNICAL EVALUATION privilege to update this indicator.

The Exp Lic Req indicator shows whether an export license is required for this item. When a new agreement line item based on a quote is created, the setting of this indicator is copied over from the associated quote detail. In all other cases, the initial value of this check box depends on the setting of project default ZP_EXPLICR. If ZP_EXPLICR is set to Y (default), this check box will be marked. If ZP_EXPLICR is set to N, this check box will not be marked. When this indicator is updated, this check box is set accordingly on the item shipment level. To modify this check box on the item shipment level, you can use the P.70.72 Expediting Details screen.

Enter the date the export license was received in the Exp Lic Recv field. This field is not available for BOs, NOCs, and COs.

Enter the export license number in the Exp Lic Number field.

The account code assigned to this agreement line item can be selected from the LOV in the Account Code field. If the project default ZJ_USE_AC is set to Y, you are using the account code module, and you cannot change the account code in this field but you must use the Agreement Accounts tab to maintain the account code information. If you do not use the account code module (ZJ_USE_AC is set to N), you can double-click in this field to open the A.10.30 Account Codes screen.

In the Final Approved Amount field, you can enter the finally approved amount.

In the Final Approved Schedule Change field, you can enter the days of the final approved schedule change.

You can select the name (code) of the pricing type from the LOV in the Pricing Type field. You can double-click in this field to open the P.10.66 Pricing Types screen where pricing types are defined.

Enter the notice to proceed date in the Notice to Proceed field.

Enter the date on which this line item is available for closing in the Closed field.

You can enter any comment for this line item in the Comment field. If a comment has been entered on the requisition line item for which this agreement line item has been created, this comment is copied over into this field.

The Cancel Req indicator shows whether purchase of associated requisition line items is to be regarded as being cancelled. This check box is only needed and to be used in cases such as the following:

  • With requisition supplement 0, a quantity of 2 is released to procurement; with requisition supplement 1, a quantity of 1 is released, that is, the quantity is reduced by 1.

  • An agreement supplement 0 with a quantity of 2 is created and afterwards an agreement supplement 1 (CO) is created with a new quantity of 1. The quantity has been reduced by 1.

Now you decide that the quantities for this requisition are not to be ordered at all from the supplier selected so far. Therefore, a manual CO is created and all quantities are set to 0 (zero). But now the associated requisition line item is still regarded as being already purchased. It is not available for placing it on a different agreement unless you mark this check box.

It is recommended to be very careful with the use of this check box. You should only select it if no other way of creating an agreement for the associated requisition line items works. It should only be used for those line items that do not come up on the R.30.14 Outstanding Lines screen (opened from the R.30.11 Requisition Cross Reference screen using the Outstanding Lines button) although the quantities purchased have been cancelled completely so that they ought to be available for other agreements again.

This check box is only available for the highest approved supplement of an agreement and only for line items with a quantity of 0 (zero). If this check box is marked, the user is asked if he is sure that he wants to mark this position as not being purchased at all. If the user confirms, all requisition line items associated with the selected agreement line item will be marked as not purchased at all. They are available again for the creation of another agreement.

If this decision is to be reversed, that is to clear the check box, this action will only be possible if the agreement is still the highest approved supplement and if no agreement has been created for the associated requisition line items.

Only in the case of a manual cancellation is it necessary to use this check box to be able to create another agreement for the quantities still outstanding. If quantities are cancelled completely due to the MTO, this check box must not be checked. Otherwise, quantities would be ordered that are not wanted.

The name (code) of the engineering requisition is displayed in the Engineering Requisition field, together with the requisition supplement in the Suppl field, the requisition line item in the RLI Pos field, and the requisition sub line item in the RLI Sub field. This information shows which requisition line item is associated with this agreement line item. If more than just one requisition line item is assigned to an agreement line item, these fields just show you the first requisition line item that was assigned to the agreement line item. If you want to see all requisition line items associated with the agreement line item, you must double-click in this field to open the Req Line Items tab of window 3 (refer to the Req Line Items tab description in the Pos section above). On this tab, data is only displayed if the agreement is a PO, a NOC, or a CO referencing a requisition line item. The background color of this field is set to magenta if more than one requisition line item is assigned.

The Proc Seq field shows the order sequence number that will be used for tracking of agreement line items related to the requisition line item throughout several requisition supplements if the project default setting ZR_PROCSEQ is activated.

The Group By 1 to 5 fields display the values of the first to fifth group-by attribute.

The ident short description is displayed in the Ident Short Description field and derived by calling the CIP procedure m_pck_standard_custom.ident_desc.

The Invoice Check field is used for invoice quantity matching with respect to the order quantity and received quantity of line item. If the invoice matching is set to 2-Way, then the invoice quantity should be less than or equal to the order quantity + invoice tolerance. If the invoice matching is set to 3-Way, then the invoice quantity should be less than or equal to the (total received quantity or order quantity whichever is higher) + invoice tolerance. The value of invoice check is determined from the agreement line item at the beginning. If agreement line item does not have invoice check set, then the value will be considered from the agreement from the screen P.50.07. The value of the invoice tolerance will be calculated based on the invoice tolerance percentage set at the agreement level in P.50.07. If the value is blank, then the invoice tolerance percentage will be considered from the project default ZP_INV_TOL.

The Rental Start Date field shows the start date of the rental, and the Rental End Date field the end date of the rental. The Valid Period field shows the rental duration for the price per quantity, with the rental interval in the Interval field.