Receiving by Release Notes - 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)

To receive material by release notes, use the C.20.04 Prepare MRR by Release Notes screen.

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

You can double-click in several of the fields to open a new screen. The table below lists the fields and which screen the double-click will open:

Double-click in field

To open the following screen:

MRR Number

C.20.09.06 Header OSDs

Site Code

C.10.03.02 Bin Locations


C.10.02 Warehouses


C.10.01 Locations

Recv Status

C.10.06 Site Material Status

Release Note Number

C.10.04 Heat Numbers


C.20.09.01 OSD for Receiving

Tag Number

Window 5 if the item type of the ident is SWT (see Tag Receiving), or S.80.25 Tag Description and History

Plate Number

C.10.24 Steel Plates

Heat Number

C.20.08 Received Heat Numbers

To create a material receiving report (MRR), enter the receiving date in the Matl Recv Date field or select it from the LOV. If the project default ZC_BIN_LOC is set to BLOC, you must select a site code from the LOV in the Site Code field. Next, select the warehouse from the LOV in the Warehouse field and the location from the LOV in the Location field. The status was set automatically when project default ZC_STATUS was set. You can change it by selecting a status from the LOV in the Recv Status field. The warehouse, location, and status entered on the MRR header level will be used as the default for the MRR details and the inventory receipts.

Select the release note from the LOV in the Release Note Number field, and the software automatically fills in the related Order Number. Further, you can select the package from the LOV in the Package Number field.

The next fields are optional and free text fields. The name of the person who received the material can be entered in the Received By field, the name of the shipper in the Shipper field, and any shipper reference number in the Shipper Ref No field.

For custom pro-forma invoice purposes, you can enter the selling price in the Selling Price field and the currency in the Selling Price Currency field. When clicking the Populate Selling Price button, the selling price with its unit will be populated to the release note and package items and displayed on the P.70.74 Packages screen on the Release Notes and Package Items tabs. This function will be performed by the CIP m_pck_site_custom.calc_sell_prices.

The Free of Charge check box can be used as an indicator; it is not used elsewhere in Smart Materials.

The Calculated Amount, Master Tag Amount, and Currency fields display the values from the PT.20.11 Means of Conveyance screen.

Finally, save the new MRR.

Either the Populate Release Note or the Populate Package button is enabled. The buttons are only active for unposted MRRs with revision 0. If any inventory receipt is entered, the buttons will be disabled.

Click the Populate Release Note button to insert all item shipments of the selected release note in the Inventory Receipts block. Only those item shipments with an expected quantity greater than 0 (zero) are taken. This button is only active if a release note but no package is assigned to the MRR.

If a package is assigned to the MRR, the Populate Package button is enabled. Click this button to insert all item shipments of the selected package in the Inventory Receipts block. Only those item shipments with an expected quantity greater than 0 (zero) are taken.

The ERP Transfer button can be used to perform the CIP m_pck_site_custom.erp_transfer. The intended purpose of this CIP is to transfer data to the ERP system. This button is only available if the incoterm of the release note is marked as 'Site Delivery' on P.10.34 Incoterms.

This button can only be used once for each MRR; afterwards it’s disabled.

The Auto create OSDs check box can only be selected for unposted MRRs with revision 0. The default of this check box is controlled by the project default ZC_CR_OSDS. If the check box is checked, OS&Ds are created automatically when posting the MRR with the Post button. The OS&Ds will be created as 'Over' or 'Short'. There is no automatic update on OS&Ds. Only material that has already been posted to the inventory will be taken into account when deciding whether an OS&D has to be created or not.

Because a master tag is regarded as being received completely when all of its detail tags have been received completely, an OS&D will not be created for such a master tag although it is a part of the MRR. The same is valid the other way around. That is, OS&Ds are not created for detail tags that were included in the MRR but the received quantity of which is 0 because the master tag has been received.

The OS&Ds that are generated here are displayed on C.20.09.01 OSD for Receiving only.

For the other field and button descriptions and how to post and unpost an MRR and how to create a revision, see Direct Receiving.