Split Tag with an OPI XML Import - Intergraph Smart Materials - Version 2016 R4 (8.4.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2016)

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Intergraph Smart Materials
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Help
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2016 R4 (8.4)

Prepare an XML file with the mandatory information to create an agreement with line items. This sample file can be used to explain the functionality:

<ORDER>

<HEADER>

<POH_PROC_TYPE>I</POH_PROC_TYPE>

<PO_NUMBER>OPI-SPLITTAG</PO_NUMBER>

<ORDER_TYPE>PO</ORDER_TYPE>

<SUP_CODE>C200S1</SUP_CODE>

<PO_CURRENCY>USD</PO_CURRENCY>

<PO_RM_CODE>FOB_WEU_SEA</PO_RM_CODE>

<BUYER>SPRDSDB</BUYER>

<NLS>

<NLS_PROC_TYPE>I</NLS_PROC_TYPE>

<NLS_ID>1</NLS_ID>

<SHORT_DESC>created by OPI</SHORT_DESC>

<DESCRIPTION>PO created by an OPI job</DESCRIPTION>

</NLS>

<LINES>

<POLI_PROC_TYPE>I</POLI_PROC_TYPE>

<POLI_POS>1</POLI_POS>

<POLI_SUB_POS>1</POLI_SUB_POS>

<IDENT_CODE>I4609265</IDENT_CODE>

<POLI_QTY>20</POLI_QTY>

<POLI_QTY_CODE>EA</POLI_QTY_CODE>

<POLI_CURRENCY>USD</POLI_CURRENCY>

<POLI_UNIT_WEIGHT>1</POLI_UNIT_WEIGHT>

<POLI_WEIGHT_CODE>kg</POLI_WEIGHT_CODE>

</LINES>

<LINES>

<POLI_PROC_TYPE>I</POLI_PROC_TYPE>

<POLI_POS>2</POLI_POS>

<POLI_SUB_POS>1</POLI_SUB_POS>

<IDENT_CODE>I4609266</IDENT_CODE>

<POLI_QTY>50</POLI_QTY>

<POLI_QTY_CODE>EA</POLI_QTY_CODE>

<POLI_CURRENCY>USD</POLI_CURRENCY>

<POLI_UNIT_WEIGHT>2</POLI_UNIT_WEIGHT>

<POLI_WEIGHT_CODE>kg</POLI_WEIGHT_CODE>

</LINES>

<LINES>

<POLI_PROC_TYPE>I</POLI_PROC_TYPE>

<POLI_POS>3</POLI_POS>

<POLI_SUB_POS>1</POLI_SUB_POS>

<IDENT_CODE>I11203957</IDENT_CODE>

<TAG_NUMBER>P201-001</TAG_NUMBER>

<POLI_QTY>1</POLI_QTY>

<POLI_QTY_CODE>EA</POLI_QTY_CODE>

<POLI_CURRENCY>USD</POLI_CURRENCY>

<POLI_UNIT_WEIGHT>99</POLI_UNIT_WEIGHT>

<POLI_WEIGHT_CODE>kg</POLI_WEIGHT_CODE>

</LINES>

<LINES>

<POLI_PROC_TYPE>U</POLI_PROC_TYPE>

<POLI_POS>3</POLI_POS>

<POLI_SUB_POS>1</POLI_SUB_POS>

<POLI_SPLIT_TAG></POLI_SPLIT_TAG>

</LINES>

<LINES>

<POLI_PROC_TYPE>U</POLI_PROC_TYPE>

<POLI_POS>3</POLI_POS>

<POLI_SUB_POS>1</POLI_SUB_POS>

<POLI_QTY>2</POLI_QTY>

<POLI_QTY_CODE>EA</POLI_QTY_CODE>

<POLI_CURRENCY>USD</POLI_CURRENCY>

<POLI_UNIT_WEIGHT>50</POLI_UNIT_WEIGHT>

<POLI_WEIGHT_CODE>kg</POLI_WEIGHT_CODE>

</LINES>

<LINES>

<POLI_PROC_TYPE>U</POLI_PROC_TYPE>

<POLI_POS>3</POLI_POS>

<POLI_SUB_POS>2</POLI_SUB_POS>

<POLI_QTY>4</POLI_QTY>

<POLI_QTY_CODE>EA</POLI_QTY_CODE>

<POLI_CURRENCY>USD</POLI_CURRENCY>

<POLI_UNIT_WEIGHT>70</POLI_UNIT_WEIGHT>

<POLI_WEIGHT_CODE>kg</POLI_WEIGHT_CODE>

</LINES>

<LINES>

<POLI_PROC_TYPE>I</POLI_PROC_TYPE>

<POLI_POS>4</POLI_POS>

<POLI_SUB_POS>1</POLI_SUB_POS>

<IDENT_CODE>I11203958</IDENT_CODE>

<TAG_NUMBER>P201-002</TAG_NUMBER>

<POLI_QTY>1</POLI_QTY>

<POLI_QTY_CODE>EA</POLI_QTY_CODE>

<POLI_CURRENCY>USD</POLI_CURRENCY>

<POLI_UNIT_WEIGHT>150</POLI_UNIT_WEIGHT>

<POLI_WEIGHT_CODE>kg</POLI_WEIGHT_CODE>

</LINES>

<LINES>

<POLI_PROC_TYPE>U</POLI_PROC_TYPE>

<POLI_POS>4</POLI_POS>

<POLI_SUB_POS>1</POLI_SUB_POS>

<POLI_SPLIT_TAG></POLI_SPLIT_TAG>

</LINES>

<LINES>

<POLI_PROC_TYPE>U</POLI_PROC_TYPE>

<POLI_POS>4</POLI_POS>

<POLI_SUB_POS>1</POLI_SUB_POS>

<POLI_QTY>6</POLI_QTY>

<POLI_QTY_CODE>EA</POLI_QTY_CODE>

<POLI_CURRENCY>USD</POLI_CURRENCY>

<POLI_UNIT_WEIGHT>32</POLI_UNIT_WEIGHT>

<POLI_WEIGHT_CODE>kg</POLI_WEIGHT_CODE>

</LINES>

<LINES>

<POLI_PROC_TYPE>U</POLI_PROC_TYPE>

<POLI_POS>4</POLI_POS>

<POLI_SUB_POS>2</POLI_SUB_POS>

<POLI_QTY>10</POLI_QTY>

<POLI_QTY_CODE>EA</POLI_QTY_CODE>

<POLI_CURRENCY>USD</POLI_CURRENCY>

<POLI_UNIT_WEIGHT>18</POLI_UNIT_WEIGHT>

<POLI_WEIGHT_CODE>kg</POLI_WEIGHT_CODE>

</LINES>

</HEADER>

</ORDER>

The data in the sample file must be updated with data that exists in your database. For example, you must change the supplier code, the routing method, and the buyer that they match with your data.

With the sample file, you can create a new agreement with four positions, with tag numbers on positions 3 and 4. These positions will be split and two detail tags will be created for both.

  1. For the agreement header, you must provide a HEADER set with these mandatory information (data from the sample file is used to illustrate):

    • POH_PROC_TYPE (processing type): I (insert)

    • PO_NUMBER (agreement number): OPI-SPLITTAG

    • ORDER_TYPE (order type): PO

    • SUP_CODE (supplier code, defined on P.20.01): C200S1

    • PO_CURRENCY (currency): USD

    • PO_RM_CODE (routing method, defined on P.10.53): FOB_WEU_SEA

    • BUYER (buyer assigned to the agreement): SPRDSDB

  2. For each agreement line item, you must enter a LINES set with these mandatory information:

    • POLI_PROC_TYPE ((processing type): I (insert)

    • POLI_POS (agreement line item/position): 3

    • POLI_SUB_POS (agreement sub line item(position): 1

    • IDENT_CODE (ident code): I11203957

    • TAG_NUMBER (tag number, mandatory for item type SWT): P201-001

    • POLI_QTY (quantity): 1

    • POLI_QTY_CODE (quantity unit): EA

    • POLI_CURRENCY (currency): USD

    • POLI_UNIT_WEIGHT (unit weight): 99

    • POLI_WEIGHT_CODE (weight unit): kg

  3. For each agreement line item with a tag that you want to split, you must add another LINES set with these information:

    • POLI_PROC_TYPE ((processing type): U (update)

    • POLI_POS (agreement line item/position, same value as the master): 3

    • POLI_SUB_POS (agreement sub line item/position, same value as the master): 1

    • POLI_SPLIT_TAG (split indicator, no value needed)

  4. Additionally, add LINES sets to update the new detail tags.

  5. Create an import job on the OPI.10.01 OPI – Import Jobs screen with type OPI

  6. Click Upload to load the xml file and click Save.

  7. Click Start to run the job. When the job succeeds, the status changes to READY – PROCESSING.

  8. Open P.50.01 Agreements and query for the agreement you have imported.

  9. Double-click the agreement number to open P.50.07 Maintain Agreements.

    On the Line Items tab, you can see the imported and split line items.