On-Time Delivery - Intergraph Smart Materials - Version 2016 R4 (8.4.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2016 R4)

PPMProduct
Intergraph Smart Materials
PPMCategory_custom
Help
Version_SPMat_custom
2016 R4 (8.4)

On-time delivery of tagged items (equipment) and bulk materials is critical to the construction schedule and the success of your projects. The objective of the On-Time Delivery report is to measure how efficient your company and/or the suppliers are at delivering equipment and/or materials in accordance with project requirements. The On-Time Delivery report tracks the agreement line items’ receipt date or shipment date, and compares this date to the agreement line items promised contract date, required on site date, original promised date or current promised date.

  • The On-Time Delivery report does not take quantity into consideration, and the agreement line item count is one (1) regardless of quantity.

  • In case a tagged item has been split, only the master tag line item is counted, but not the detail tags.

  • Only approved POs are considered.

  • Only posted MRRs are considered, and the entire item shipment quantity must be received. If a PO line item was received with multiple MRRs, the last receiving date is used.

  • The delivery is considered late if the Required On Site Date is in the past and no further shipment or receiving information is available for the line item, or if the Promised Ship Date is later than the Required On Site Date.

The date elements utilized to calculate the On-Time Delivery metrics are defined as follows:

  • Receipt Date - The Receipt Date utilizes the MRR Received Date from Smart Materials. The MRR Received Date is entered in the Site module in the Recv Date box on inventory receipts, by the Field Materials Management team when the MRR is created.

  • Shipment Date - The Shipment Date utilizes the Actual Ship Date from Smart Materials. The Actual Ship Date is entered in the Expediting module (in the Actual Ship box on P.70.72 Expediting Details) on item shipments, by the Project Expediter as equipment and/or materials are shipped from the supplier’s shop.

    If the Actual Ship date is not set, the procedure utilizes the MRR Received Date as proxy.

  • Promised Contract Date - The Promised Contract Date is defined as the supplier’s contractual delivery requirement. The Promised Contract Date is defined in the Purchasing (MSCM) module (in the Prom Contract box on P.50.07 Maintain Agreements) on agreement line item, by the buyer when drafting the purchase order.

  • Required On Site Date - The Required On Site Date is defined as the date by which the project requires the equipment and/or materials at the job site. The Required On Site Date is established in the E&PI (Req) module (in the ROS Date box on R.30.01 Maintain Requisitions Window 2) on the Requisition for Purchase line item, by project controls and engineering materials management.

  • Original Promised Date - The Original Promised Date utilizes the Promised Ship Date from Smart Materials. The Promised Ship Date is entered in the Purchasing (MSCM) module (in the Prom Ship box on P.50.07 Maintain Agreements) on the item shipment, by the buyer when drafting the purchase order. The buyer should take the Promised Contract Date and the Routing Method into account when establishing the Promised Ship Date.

    The Promised Ship Date will default to the PO Create Date and must be modified by the buyer prior to approving the agreement.

  • Current Promised Date - The Current Promised Date utilizes the Curr/Rev Prom Ship Date from Smart Materials. The Curr/Rev Prom Ship Date is defined as the supplier’s current promised ship date of the equipment and/or materials and may differ from the Promised Ship Date established in the Purchasing (MSCM) module. The Curr/Rev Prom Ship Date is entered in the Expediting module (in the Curr/Rev Prom Ship box on P.70.72 Expediting Details), by the project expediter as shipment updates are received from the supplier.

Before you run this report, you must execute a database job that prepares the data for the report. It is recommended to run this job at least once a day. For more details see Manage Synchronization Jobs.

To generate an On-Time Delivery report, select the appropriate format from the Report Formats group in the Selection box.

Depending on the report format, you can select other dates from the On-Time Delivery Based on and Compared to drop-down lists.

With the selection of a month in the From and to drop-down lists, you can define the time frame for the report output.

Additionally, you can select one or multiple values from the following lists, to filter and limit the displayed data accordingly:

  • Project - Project for which the agreement is issued

  • Supplier - Supplier assigned to the agreement

  • Issued By - Office (origin) that issued the agreement

  • Origin - Office (origin) on whose behalf the agreement is issued

  • Section - Division or business group of the contractor

  • Country - Supplier’s country

The selection is limited to a maximum number of 1,800 entries.

To select multiple values, press and hold CTRL while selecting values from the list.

After selecting the values, click Go to apply the filter.

To remove the filter and display all data, click Clear All.

Click to collapse the Selection box. To display the Selection box again, click .

The chart legend entries are truncated if their length exceeds 30 characters.

Report Formats

The On-Time Delivery report includes eight report formats.

The titles of the report formats will change based upon the selected dates. For example, if the Shipment and Promised Contract dates are selected, the (1) report format would be entitled ‘Shipment Days Delayed vs. Promised Contract’.

(1) Receipt Days Delayed vs. Promised Contract

The (1) Receipt Days Delayed vs. Promised Contract report format provides a quick overview of the number of days late distribution. By default, the diagram contains the Receipt Days Delayed vs. Promised Contract on the x-axis, and the PO Lines Count on the y-axis.

Hovering over any of the bars or the cumulative line, you can see the corresponding number of Receipt Days Delayed vs. Promised Contract and the PO lines count. For example, 30 – 4 means that 4 PO lines arrived 30 days after the Promised Contract date.

You can select other days from the drop-down lists for the comparison.

(2) On-Time Shipments - Monthly Count

The (2) On-Time Shipments - Monthly Count report format lists all PO Lines by their shipped month and identifies each PO Line in one these categories:

  • On-Time (green)

  • Delayed (red)

The diagram contains the Shipped Months on the x-axis, and the PO lines count on the y-axis.

Hovering over any of the bars, you can see the corresponding shipped month and the number of PO lines on time or late.

(3) Average Receipt Days Delayed vs. Promised Contract

The (3) Average Receipt Days Delayed vs. Promised Contract report format provides the monthly and cumulative average days late for a project.

For the cumulative average days delayed calculation, the average days delayed are multiplied with the number of affected line items, to give more weight on the quantities. Let’s assume month 1 has 30 line items late with an average of 20 days delayed, and month 2 has 10 line items late with an average of 4 days delayed. For this example, the cumulative average for month 2 is calculated as (20*30+4*10)/(30+10)=16.

This report format is useful to highlight improvements over a period of time and to identify the monthly on-time delivery performance. The diagram contains the Month/Year of Receipt on the x-axis and the Calendar Days on the y-axis, based upon the selected dates.

Hovering over any of the bars or the cumulative line, you can see the corresponding month of receipt and the number of average days late.

You can select other days from the drop-down lists for the comparison.

(4) On-Time Shipments – Monthly %

The (4) On-Time Shipments - Monthly % report format provides a quick overview of the percentage of PO line items, received during a particular month, that were processed in one of these categories:

  • On-Time (green)

  • Late (red)

The diagram contains the Received Months on the x-axis and the Percentage (%) on the y-axis.

Hovering over any of the bars, you can see the corresponding received month and the percentage of PO lines on time or late.

(5) On-Time Performance (Receipt Status vs. Promised Contract)

The (5) On-Time Performance (Receipt Status vs. Promised Contract) report format identifies the On-Time percentage (%) at the project level based upon the selected dates.

This is a good management level report to monitor the On-Time Delivery metric.

(6) Actual Ship Date Field Utilization

The (6) Actual Ship Date Field Utilization report format monitors the Total PO Lines, the Received PO Lines and PO Lines with an Actual Ship Date entered at the project level. The Actual Ship Dates are entered in the Expediting module of Smart Materials by the project expediter, as equipment and/or materials are shipped from the supplier’s shops. This report format should be monitored by the project procurement manager to ensure that the project expediters are entering the Actual Ship Date at the PO line item level. When the Actual Ship Dates are entered, the Received PO Lines will not exceed the Actual Ship Date Exists count.

In the example above, the expediter has entered the actual ship date on 4 of the 15 PO lines in the project.

(7) Details for Validation

The (7) Details for Validation report format identifies all the data that are utilized to generate the On-Time Delivery metric based upon the selected dates.

This report can be used if there are questions concerning the information included as part of the On-Time Delivery metrics.

  • This is an interactive report.

  • Click and select the column where you want to search, type the search criterion in the Search box, and click Go to apply the search.

  • To change the number of displayed rows, select a value from the Rows list.

Additionally, you can customize the report to meet your requirements, save the report, and download the result in csv or html format (see Use Actions menu).

(8) On-Time (Receipt) vs. Delayed Shipments (Promised Contract)

The (8) On-Time (Receipt) vs. Delayed Shipments (Promised Contract) report format is displayed for each of the above mentioned report formats below the diagram.

The table shows the month of shipment, the number of shipments in this month that were on time and too late, and the total number of shipments in this month.

This report is useful to highlight on-time delivery details for each month.

Data Sources

The table below shows the Smart Materials screen(s) where the data is entered that is displayed in this report. Additionally, this table shows the synchronization table and the CIPs used by the report, and the name of the log file created by the sync job or the report.

Screen

P.50.07 Maintain Agreements

P.70.72 Expediting Details

C.20.01-.05 Receiving

Table

P210_IR_DATA

CIP

n/a (no CIP)

Log File

prepare_on_time_......log

The following table shows all values displayed in the report, with the related Smart Materials screen and field where the value is displayed, the database table and column where the value is stored, and CIPs, functions, or procedures that are used to retrieve the value. Optionally, additional comment on the value is entered in the last column.

Value

Screen

Field

Database Column

Other Source/Comment

Project

P.50.01

Project

m_po_headers.proj_id

All values from the bir_proj_selection

Supplier

P.50.07

Supplier

m_po_headers.sup_id (-> m_suppliers.sup_code)

All values from the bir_sup_selection

Issued By

P.50.07

Issued by

m_po_headers.issued_by

All issued by of all m_po_headers joined by m_origins

Origin

P.50.07

Origin

m_po_headers.origin_id (-> m_origins.origin_code)

All origins of all m_po_headers joined by m_origins

Section

P.50.07

Section

m_po_headers.sec_id (-> m_sections.sec_code)

All sections of all m_po_headers joined by m_sections

Country

P.50.07

Country Code

m_po_headers.cy_id (-> m_countries.cy_code)

All countries of all m_suppliers joined by m_countries

(1) Receipt Days Delayed vs. Promised Contract

PO Lines Count

The count of PO Lines which are in the current too late slot. It depends on the selection in "On-Time Delivery Based on" and "Compared to" and Filter (8 Combinations)

Cumulative Count

The count of PO Lines which are in the current too late slot but cumulative. It depends on the selection in "On-Time Delivery Based on" and "Compared to" and Filter (8 Combinations)

(2) On-Time Shipments - Monthly Count

On Time

On Time Count. It depends on the selection in "On-Time Delivery Based on" and "Compared to" and Filter (8 Combinations)

Delayed

Delayed Count. It depends on the selection in "On-Time Delivery Based on" and "Compared to" and Filter (8 Combinations)

(3) Average Receipt Days Delayed vs. Promised Contract

Days Delayed

Days Delayed. It depends on the selection in "On-Time Delivery Based on" and "Compared to" and Filter (8 Combinations)

Cumulative Average Days Delayed

Cumulative days delayed. It depends on the selection in "On-Time Delivery Based on" and "Compared to" and Filter (8 Combinations)

(4) On-Time Shipments - Monthly %

On Time

Same values as in report (2), but every month is scaled as 100%

Delayed

Same values as in report (2), but every month is scaled as 100%

(5) On-Time Performance

Project

P.50.01

Project

m_po_headers.proj_id

Total PO Lines

Total PO Lines in Project (Depending on Filter)

% On Time

Percentage on Time It depends on the selection in "On-Time Delivery Based on" and "Compared to" and Filter (8 Combinations)

Max Days Late

Max Days Late. It depends on the selection in "On-Time Delivery Based on" and "Compared to" and Filter (8 Combinations)

(6) Actual Ship Date Field Utilization

Project

P.50.01

Project

m_po_headers.proj_id

Total PO Lines

Total PO Lines in Project (Depending on Filter)

Received PO Lines

Received PO Lines in Project (Depending on Filter)

Actual Ship Date Exists

Count of PO Lines where Actual Ship Date exists

(7) Details for Validation

Project

P.50.01

Project

m_po_headers.proj_id

PO Number

P.50.01

Agreement Number

m_po_headers.po_number

IS Pos

P.70.72

IS Pos

m_item_ships.item_ship_pos

IS Sub

P.70.72

IS Sub

m_item_ships.item_ship_sub_pos

PO Description

P.50.01

Description

m_po_header_nls.description

MRR Number

C.20.01

MRR Number

m_matl_recv_rpts.mrr_number

Receipt
Shipment

C.20.01

Recv Date

m_inv_receipts.recv_date

Caption is not static. It depends on the selection in "On-Time Delivery Based on"

Current Promised

P.70.72

Curr/Rev Prom Ship

m_item_ships.rev_prom_ship_date

Caption is not static. It depends on the selection in "Compared to"

Original Promised

P.70.72

Prom Ship

m_item_ships.prom_ship

Caption is not static. It depends on the selection in "Compared to"

Required on Site

P.70.72

Req on Site

m_item_ships.req_on_site

Caption is not static. It depends on the selection in "Compared to"

Promised Contrac

P.50.07

Prom Contract

m_item_ships.prom_contract_date

Caption is not static. It depends on the selection in "Compared to"

Received Month

Month of the receiving

Date Difference

Difference of both * dates (8 Combinations)

(8) On-Time (Receipt) vs. Delayed Shipments

Month/Year

Month/Year

On Time

On Time in months
Depends on the From/To selection in Header

Delayed

Delayed in months

Total

Total count in months