Field work directives - 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)

Buyers issue field work directives to subcontractors so that they can perform required work.

Before working with field work directives, you must configure the ZP_FWDRANG and ZP_FWDRULE project defaults. For more information, see Project Defaults.

Create a field work directive

  1. In the menu tree, navigate to Smart Materials > Site > Subcontract Management > SM.40 Change Management.

  2. Double-click SM.40.03 Field Work Directives.

  3. Query on field work directives.

  4. Click Create FWD at the bottom of the screen.

    • The software populates the FWD Number field with the number rule and range set in the project defaults.

    • The Date Created field is populated with the system date.

  5. In the Agreement Number field, use the LOV to select an agreement from SM.20.01 Subcontractor Workload.

    • After you insert an agreement number, the LOV for the COR Number field automatically opens, displaying the CORs assigned to the selected agreement.

  6. Select a COR number, and the software populates the PCO Number, Short Desc, and Description fields.

  • You can also create a field work directive on SM.40.02 Change Order Requests (Authorization tab).

  • The COR in the COR Number field must meet these conditions: 1) The COR is approved or rejected, and it is selected for issuing a field work directive on SM.40.02 Change Order Requests; and 2) The COR selected is not already linked to another field work directive.

Complete details for a field work directive

  1. In the menu tree, navigate to Smart Materials > Site > Subcontract Management > SM.40 Change Management.

  2. Double-click SM.40.03 Field Work Directives.

  3. Query on field work directives.

  4. Double-click a field work directive in the FWD Number field.

  5. Fill in the data as needed.

  • Click Issue, and the field work directive is locked and available on SM.20.11 Subcontract Administration (Field Work Directives tab) for the subcontractor. The Revision button is still available.

  • Click Closed, and the field work directive is locked, including the Revision button.

Review field work directives (by subcontractor)

  1. Open SM.20.11 Subcontract Administration, and go to the Field Work Directives tab to see all available (issued) field work directives for an agreement.

  2. Click FWD Details or double-click an FWD number to open SM.40.03 Field Work Directives.

  3. Check the Accepted by Subcontractor check box.