Maintain Agreements - 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)

Agreements are maintained on the P.50.07 Maintain Agreements screen. This screen cannot be opened from the menu; you can open it from P.50.01 Agreements or P.50.09 Agreement Overview via double-click in the Agreement Number field.

This screen gives you an overview of all supplements of an agreement cycle and allows you to maintain all agreement related data. It consists of two parts: On the left side, you can see all supplements of the selected agreement cycle, and on the right side you can see all details of the supplement you have selected on the left side.

If project default ZP_SUM_CO is set to N (default), the supplements are ordered in a descending order within each supplement of the base type so that the latest agreements are displayed first.

For manual purchase orders, notices of commitment, and blanket orders, only one base supplement can be created. All subsequent changes are reflected by change orders. So in this case, only the latest agreement will be displayed.

If project default ZP_PO_SUPP is set to N, only the first agreement will be of the selected agreement type. All subsequent supplements are of type Change Order. In this case, only the latest agreement will be displayed.

If project default ZP_PO_SUPP is set to Y, additional supplements of the selected agreement type are generated for shortage quantities. In this case, several supplements of the same agreement type exist. For each of these supplements, the creation of change orders is possible. In this case, you will see the latest agreement for the first supplement of the base type and its predecessors underneath; these are followed by the latest agreement for the second supplement of the base type and its predecessors, and so on.

All agreements that are not the latest ones within a supplement cycle of the base type are indented to the right so that you can easily distinguish between actual agreements and their predecessors.

The examples shown below illustrate this behavior.

  1. Manual purchase orders (MP), blanket orders (BO), notices of commitment (NOC), and purchase orders (PO) with ZP_PO_SUPP set to N:

    - MY-ORDER 3

    * MY-ORDER 2

    * MY-ORDER 1

    * MY-ORDER 0

    In this example 'MY-ORDER', supplement 0 is an agreement of type MP, BO, NOC, or PO. All higher supplements are of type 'Change Order' (CO).

  2. Purchase orders with ZP_PO_SUPP set to Y:

    - MY-ORDER 12

    * MY-ORDER 9

    * MY-ORDER 2

    * MY-ORDER 1

    * MY-ORDER 0

    - MY-ORDER 10

    * MY-ORDER 4

    * MY-ORDER 3

    - MY-ORDER 7

    * MY-ORDER 5

    - MY-ORDER 11

    * MY-ORDER 8

    * MY-ORDER 6

    In this example 'MY-ORDER', supplements 0, 3, 5, and 6 are agreements of type PO. All other supplements are of type CO.

If project default ZP_SUM_CO is set to Y, the supplements are ordered in an ascending order (regardless of the type). Thus, the latest supplement is displayed last.

You cannot query for data nor remove or delete records in this window.

Window 2 on the right side incorporates all change orders, so when looking at a supplement you will see the complete state of an agreement at that supplement level regardless of whether an agreement line item, an other cost, or an attachment was a part of that supplement or not.

The title of window 2 displays the name and supplement of the actual agreement. If the agreement was originally created as a notice to proceed and switched to a regular agreement later on, this change is shown in the window title with the additional text "(NTP)". This text indicates that the agreement is based on a notice to proceed.

All agreement headers are changed when you call this screen from P.50.16 for an agreement supplement comprising more than one revision. For example, if the agreement supplement 3 consists of revisions 3, 4, and 5, any update applied to supplement 3, revision 3 leads to corresponding updates of supplement 3, revisions 4 and 5. This behavior also applies to all modifications done for any attachment such as other costs, VDRs, or progress payment events. Deleting the agreement header itself does not affect the other revisions. The other revisions will only be changed if they have not been approved so far.

Highlight Changes

For certain tabs, this feature allows users to see which fields have been changed or which records have been added compared to the previous supplement. To enable this feature, the project default ZP_HC_DFLT must be set to Y before you open this screen. The changes are displayed/highlighted as follows:

  • For new records, all fields are displayed with a red font,

  • For changed records, fields are displayed with a red font if the value has changed,

  • A field is displayed with a red background color if a value has been deleted compared to the previous supplement.

This feature is available for the following tabs:

  • Agreement

  • Agreement Details

  • Line Items

  • Item Shipments

  • Alternates/Options

  • Schedule of Values

  • Scope of Work

  • SOW Milestones

  • Other Costs

  • Labor Rates

  • Equipment Rates

  • Allowances

  • Variation Rates

  • Prog Pay Events