Ident Shortage Notification - 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 Ident Shortage Notification (ISN) feature can be used to alert users when the on-hand quantity of particular idents or within a warehouse falls below a pre-defined minimum on-hand quantity.

On the C.50.21 Warehouse / Ident Short Notify screen, you can set up shortage notification rules with a minimum on-hand quantity and an interval of how often this quantity should be checked. If the actual on-hand quantity falls below this minimum on-hand quantity, the procedure automatically sends an email to the users on the distribution list.

In the first (Shortage Notifications) block, you can define the rules for the shortage notifications. Enter the rule name in the Shortage Notification field. Enter the minimum on-hand quantity in the Min Onhand Qty field. This quantity will be used as the default when defining the minimum on-hand quantity for idents and/or warehouses in the lower blocks. Select a pre-defined email template set from the LOV in the Email Template Set field. The template sets defined on A.10.53 Email Template Sets with email templates of type ISN (IDENT SHORTAGE NOTIFICATION) are available for selection. For more information, see Email Template Sets, Distribution Categories, and Email Template Sets.

Next, define the check execution interval by selecting an option from the drop-down list in the Interval field. The available options are:

  • Every 15 minutes

  • Hourly

  • Daily

  • Weekly

You can enter a comment in the Comment field and descriptions in the Short Desc and Description fields.

To activate a rule, select the Active indicator.

Only one shortage notification rule can be activated.

Activating a rule automatically creates and activates a scheduled job in the database. If you clear the Active check box to deactivate the rule, the corresponding job will be deactivated and deleted automatically.

The job checks periodically as defined by the interval if any of the observed on-hand quantities falls below the minimum on-hand quantity specified for the particular ident/warehouse and sends out an email to the users assigned to the distribution list.

In the Ident Shortage Notification block, you can assign particular idents to the selected rule. Select the ident code(s) from the LOV in the Ident Code field. If you click the LOV button in this field. Window 2 opens.

All idents available in the warehouses to which the user has access are displayed. Select the Sel check box of all idents to be included in the notification rule. You can use the Select All button to select all displayed idents in one step. To cancel a selection, click the Unselect All button. Finally, click the Fill In button to fill in all selected idents on the main window and to close Window 2.

The Min Onhand Qty field next to the ident code is automatically populated with the value defined in the first block. You can change this value. When you activate the job, the software checks all selected ident(s) for sufficient on-hand quantities.

In the Warehouse Shortage Notification block, you can assign particular warehouses to the selected rule. Select the warehouse from the LOV in the Warehouse field. The Min Onhand Qty field next to the warehouse is automatically populated with the value defined in the first block. You can change this value. When you activate the job, the software checks all inventory items of the selected warehouse(s) for sufficient on-hand quantities.