Receiving Tracking - 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 purpose of the Receiving Tracking report is to summarize and report on the PO line items receipt statuses. The report tracks the planned PO line items receipt count, the actual PO line items receipt count, and the on-time PO line items receipt count as follows:

Forecasted - The report uses the PO line items’ promised contract dates from Smart Materials to generate the planned receipt curve. The promised contract dates are entered in the Purchasing module when the purchasing representative drafts the purchase order.

Received - The report uses the PO line items’ receipt dates from Smart Materials to generate the actual receipt curve. The receipt dates are entered in the Site module by the field materials management team when creating a Material Receipt Report (MRR).

On Time - The report compares the promised contract dates and the receipt dates to generate the on-time shipment curve.

  • The Receiving Tracking report does not take quantity into consideration, and the agreement line item count is one regardless of quantity.

  • Only approved purchase orders (POs) are considered

Before you run this report, you must run a database job (assigned to the Expediting report) that prepares the data for this report. We recommend that you run this job at least once a day. For more details see Manage Synchronization Jobs.

To generate a Receiving Tracking report, select the appropriate format from the Report Formats group in the Selection box.

Select a month in the From and To lists to define the time frame for the report output. By default, the last 12 months are set as time frame

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

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

  • Buyer - The buyer assigned to and responsible for the agreement

  • Expediter - The expediter assigned to the agreement

  • Item Type - Material's item type. With the item type, you can specify if you want to track bulk material or equipment material, having a particular item type.

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 Receiving Tracking report includes the following report formats:

(1) Delivery Forecast

The (1) Delivery Forecast report format displays the month/year on the x-axis and the PO line items count on the y-axis. This curve tracks the planned PO line item receipts (blue) and the actual PO line item receipts (red). The report format provides a quick visual of the planned and actual PO line item receipts for a particular month. Since the (1) Delivery Forecast report does not take the cumulative PO line item count into consideration, you can generally expect the planned PO line item receipts to exceed the actual PO line item receipts.

(2) Delivery Forecast (cumulative)

The (2) Delivery Forecast (cumulative) report format displays the month/year on the x-axis and the PO line items count on the y-axis. This curve tracks the planned PO line item receipts (blue), the actual PO line item receipts (orange), and the PO line items received on time (green). The (2) Delivery Forecast (cumulative) curve provides a quick visual of the planned and actual PO line item receipts and is helpful when identifying the cumulative planned vs. actual PO line item receipts for a particular month.

(3) Monthly Receipt

The (3) Monthly Receipt report format includes the same information and functionality as the (1) Delivery Forecast except that the on-time PO line items receipt count is also displayed. The on-time PO line items receipt curve compares the promised contract date(s) and the receipt date(s).

(4) Monthly Receipt (cumulative)

The (4) Monthly Receipt (cumulative) report format includes the same information and functionality as the (2) Delivery Forecast (cumulative) except that the on-time PO line items receipt count is also displayed. The on-time PO line items receipt curve compares the promised contract date(s) and the receipt date(s). The (4) Monthly Receipt (cumulative) is the default report format.

(5) Receipt Summary

The (5) Receipt Summary report format identifies the total PO line items count, total PO line items received count, total PO line items received on time count, and total PO line items not received count at the project level. This is a good management level report summarizing the PO line items receipt status.

The From and To date selection does not apply to this report.

(6) Delivery Details

The (6) Delivery Details report format identifies all of the data elements that are used to generate the Receiving Tracking metrics. The (6) Delivery Details is a good resource if there are questions concerning the details included as part of a particular report format.

  • 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).

(7) Monthly Estimated Deliveries

The (7) Monthly Estimated Deliveries report format is displayed automatically for each of the Receiving Tracking report formats and located just below the display area. This report format is useful to highlight planned, actual, and on-time counts 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

P170_IR_DATA

CIP

m_pck_bir_custom. get_planned_ship_date to get the Promised Contract Date by default

Log File

n/a

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 projects accessible for the login user

Supplier

P.50.07

Supplier

m_po_headers.sup_id (-> m_suppliers.sup_code)

all suppliers accessible for the login user

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

Buyer

P.50.07

Buyer

m_po_headers.buyer

Expediter

P.50.07

Expediter

m_po_headers.expediter

Item Type

P.50.07

A.10.15

Item Type

m_item_ships.ident (-> m_idents.commodity_id -> m_commodity_codes.ity_id -> m_item_types.ity_code)

all item types from Smart Materials source screen

Delivery Details

Project

P.50.01

Project

m_po_headers.proj_id

Agreement Number

P.50.01

Agreement Number

m_po_headers.po_number

Pos

P.50.07

Pos

m_po_line_items.poli_pos

Sub Pos

P.50.07

Sub Pos

m_po_line_items.poli_sub_pos

Supplier

P.50.07

Supplier

m_po_headers.sup_id (-> m_suppliers.sup_code)

Origin

P.50.01

Origin

m_po_headers.origin_id (-> m_origins.origin_code)

Buyer

P.50.01

Buyer

m_po_headers.po_number

Item Type

P.70.72

Item Type

m_item_ships.ident (-> m_idents.commodity_id -> m_commodity_codes.ity_id -> m_item_types.ity_code)

Expediter

P.50.07

Expediter

m_po_headers.expediter

Promised Contract

The value returned form the CIP m_pck_bir_custom. get_planned_ship_date.

Receipt Date

The latest MRR receipt date from the posted MRRs of the item shipment.

Order Quantity

P.50.07

Quantity

m_po_line_items.poli_qty

Received

Indicator that the line item was received. 1 if the total received quantity for the agreement line item is equal or greater than the order quantity, else 0.

On Time

Indicator that the line item was received on time. 1 if the line item is received and the receipt date is before or equal the promised contract date, else 0.

Received Quantity

The sum of received quantities (entered on C.20.01 Prepare MRR by PO) for the agreement line item.

Receipt Summary

Project

P.50.01

Project

m_po_headers.proj_id

PO Lines

The PO Lines count is calculated as the total number of PO lines in the project.

Received

Number of PO lines received.

Indicates if total quantity was received for the line item. The count is 1 for each line item where the total received quantity for the agreement line item is equal or greater than the order quantity, else the count is 0.

On Time

Number of PO lines received on time.

Indicates if the line items were received on time. The count is 1 for each line item that is received and the receipt date is before or equal the promised contract date, else the count is 0..

% On Time

(On Time/PO Lines) * 100

Not Received

Number of PO lines not yet received.

Average Receipt Days Delayed

Average of the difference between promised contract date and receipt date for the agreement line item.