PO Closeout Activities - Intergraph Smart Materials - Version 2016 R4 (8.4.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2016)

Intergraph Smart Materials
2016 R4 (8.4)

Closeout activities can be assigned to a purchase order (PO) in order to track and control activities to finalize and close the PO. With closeout activities, you specify a set of standard events that must occur before a PO is considered closed.

Closeout activities are defined on the P.10.51 Closeout Activities screen.

To define a closeout activity, enter the activity name in the Code field and the activity descriptions in the Short Desc and Description fields. The revision is automatically set to 0 (zero) in the Rev field. You can create a new revision for the highest available revision of the selected closeout activity using the Revision button on the bottom of the screen. If a document with the details of the closeout activity is linked to the activity item, enter the name of the document file in the File Name field. Select the Default indicator if this closeout activity is to be copied by default to a new agreement of type Purchase Order. When creating a PO or manual PO on the P.50.01 screen, all closeout activities that are marked as default are automatically attached to the PO.

Click the Open button to open the document that is linked to the closeout activity in the File Name field. As a prerequisite for opening documents from this screen, the project default ZI_WEB_COA must be set. For more information see ZI_WEB_COA.