Allowable Substitutions - Intergraph Smart Materials - Version 2016 R4 (8.4.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2016 R4)

Intergraph Smart Materials
2016 R4 (8.4)

The Substitution and Transformation features are available in the Site module for:

  • Forecast run (C.30.01)

  • Reservation run (C.30.11)

  • MIR by Reservation (C.20.21)

To use this feature, you must declare the substitution or transformation idents.

Plate number idents cannot be used here.

The substitution and the transformation are distinguished as follows:


  • One ident can be substituted with another ident.

  • The substituted quantity of both idents is 1 (you cannot change the quantity).

  • The unit of both idents is the same (determined by the CIP m_pck_req_custom.qty_unit (original_ident)).


  • One ident can be transformed to other idents.

  • One of the quantities (Trans Qty or Trans Qty2) must be 1; the other quantity must be greater than 1.

  • The unit of both idents is the same (determined by the CIP m_pck_req_custom.qty_unit (original_ident)).

To specify allowable substitutions and transformations of idents, use the C.10.19 Allow. Substitutions screen.

To define a new substitution or transformation rule, enter a sequence number in the Seq field and select the type (Substitution or Transformation) from the drop-down list in the Type field. The sequence will be used as priority; that is, the forecast or reservation run will fetch the row with the lowest sequence for the corresponding ident and a quantity higher than the already approved quantity. Select the Active indicator to activate this rule for forecast (FR) and reservation (RR) runs. If the Active indicator is not checked, the FR and RR will not consider this rule.

The Original Ident Code field shows the ident that can be substituted with the ident entered in the Subst/Trans Ident Code field in case of type Substitution. For type Transformation, the ident entered in the Original Ident Code fields can be transformed to the ident entered in the Subst/Trans Ident Code field.

The Trans Qty and Trans Qty 2 fields can only be used for type Transformation. Only positive integers can be entered in these fields. One of the values must be 1 (one). If the type is set to Substitution, you cannot update these fields.

With the value entered in the Quantity field, you can define how many of the selected idents you allow to substitute or transform within the project. The Already Approved Qty field shows the quantity of the selected ident that is used (and approved in C.30.03) for substitutions or transformations.

The unit for the substitution or transformation must be entered in the Unit field.

For each ident, the unit code entered in the Unit field must correspond to the unit code used for the BOM positions and for the inventory items.

After saving a record with type Transformation assigned, the Transform button will be enabled. You can use this button to perform a transformation manually. If you click the Transform button, a new window will be opened. It displays information about the available idents in the inventory that can be used for transformation.

The Max. Trans. Qty field shows the maximum quantity of the selected idents that can be transformed within the project. This amount is calculated as the difference between the Quantity and the Already Approved Qty values, displayed in window 1. The Used Trans. Qty field shows the sum of all Transform Qty values entered on this screen. The Used Trans. Qty cannot exceed the Max. Trans. Qty.

To transform an ident, enter a quantity value in the Transform Qty field. This value cannot exceed the on-hand quantity of this inventory item, displayed in the On Hand Qty field. The other fields of this screen show the details of the ident and the inventory item.

Select the Sel check box for all inventory items to be transferred. You can use the Select All button to mark all displayed inventory items in one step. To cancel a selection, click the Unselect All button.

Click the Transform button to proceed with the transformation.

The Seq field is displayed with a magenta background if there is detailed information for the transformation records.

With a double-click on this field, you open a new window that displays where the approved transformations are used or done.

All fields displayed with a cyan background show the values of the substituted/transformed ident, displayed in the Subst/Trans Ident Code field on window 1. The picture above shows the example of the original ident C32VXA transformed to the ident C32VXB.

In the Transformations approved by Reservation Runs block, you can see all transformations done for the selected ident by a forecast or reservation run, with the Reserved Qty, the Transform Qty, and the Unit values. Further, the details of the forecast/reservation run are displayed: the date in the Reserved Date field, the job name in the Forecast/Reservation field, the run number in the Run field, and the type RR (reservation run) or FR (forecast run) in the Type field.

In the Transformations issued by MIR (C.20.21) block, you can see all issued (posted and unposted) transformations done by C.20.21 MIR by Reservation, with the Original Qty, the Transform Qty, and the Unit values. Further, the details of the MIR are displayed: the MIR issue date in the Issued Date field, the name of the MIR in the MIR Number field, the MIR revision in the Rev field, the date when the MIR was created in the MIR Create Date field, and the date when the MIR was posted in the Posted Date field.

In the Transformations done manually block, you can see all manual transformations, with the Original Qty, the Transform Qty, the Transform Onhand Qty, the Unit, and the Transform Date values. Further, the Tag Number, Warehouse, Location, Receiving Status, assigned Heat Number, and the Ident Deviation values are displayed for both the original and the transformation ident.

It is possible to cancel a manual transformation by clicking the Undo Transform button. As a prerequisite, the transform on-hand qty must be greater than or equal to the transform qty.