Line Items - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

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Smart Materials/Smart Reference Data Version
2020 (10.0)

The requisition line items with all details are displayed on the Line Items tab.

The commodity groups, commodity parts, commodity codes, and idents that are available for selection in the corresponding fields are controlled by the project default ZX_QRY_DP. The available options are:

  • (Default), all material is available, regardless of discipline

  • Only material associated with the login and the queryable disciplines of the project (Display indicator selected on A.20.06.03 Queryable Disciplines)

  • Only material associated with the login discipline

  • Only material associated with the login discipline and the discipline in scope (Discipline Scope indicator selected on A.20.06.03 Queryable Disciplines)

Re-login or set the project/discipline as necessary to activate changes in the value of this project default.

Selectable material to be added to a manual requisition can be limited by a Where condition assigned to the requisition template, controlled by the project default ZR_RES_MAT. When you create new requisition line items, only material that matches the Where condition assigned to the requisition template is available, if ZR_RES_MAT is set to Y. The LOVs for the Group, Part, Commodity Code, and Ident Code fields are restricted accordingly. Furthermore, creation of new material (tagged items) is prohibited.

The fields and buttons of this screen are described below in the order they appear on the screen when using the standard configuration.

The Go item… dropdown list can be used to quickly move the cursor to a specific field. Select the field from the list and the cursor immediately jumps to this field.

If you want to change the requisition line item display context, select a value from the dropdown list in the Context field. This field shows the display context for the requisition line items. When the line items tab is opened by double-clicking on the requisition in the first window, the display context defaults to the release context the on requisition header level. It may be changed here for display purposes; however, this change is not reflected back to the requisition header, so it does not influence the release context.

These context options are available:

All Quantities - All requisition line items are displayed without exception (default).

Shortage Quantities - Only line items with shortage (positive) quantities are displayed.

Surplus Quantities - Only line items with surplus (negative) quantities are displayed.

Changed Quantities - Only line items the increased quantity of which differs from 0 are displayed.

New Line Items - New line items that cannot be found on the previous supplement are displayed.

Depending on the selected context, only those requisition line items matching the criteria mentioned above will be shown.

The Ordered by field shows by which fields the displayed records are sorted. By default, the records are sorted according to the current setting of the RLI Display Order field on the A.60.61 User Preferences screen. If no data is available on that screen, data are ordered by position (Pos) and sub position (Sub). You can double-click in the field to open A.60.61. To change the order criteria, you can either click the Order By ... button at the bottom of the screen or select Order by this field ascending or Order by this field descending from the right mouse-click pop-up menu, available on the field level.

When you selecting one of these options, the field name is enlarged by the supplement (desc) or (asc) in the Order by field to show that the data is currently displayed in a descending or ascending order.

Pos

The Pos field shows the requisition position (or requisition line item) number, a numeric value by which the engineering requisition is ordered. This number in combination with the requisition sub position (Sub) can be seen as a fixed reference over all supplements of an engineering requisition. This means once a position is assigned to a specified material, this assignment is effective on all supplements of this requisition. Moreover, the position is an ident separator: Different idents are always assigned to different positions within the requisition.

If you manually insert an additional line item, the next available position number will be displayed automatically in this field, based on the setting of project default ZR_RLIINC. This value can be changed.

The Pos field is shown with a cyan background color if this line item is part of an inquiry only requisition (Purchase indicator not checked) and if this line item has been changed by the last MTO job. This could be the case if the Update Inquiry Reqs check box was selected on R.20.01 before running the MTO job. After the requisition has been released to procurement, this information is lost. The Pos field is no longer shown with a different background color.

If the requisition is not approved and the line item has no parent, it is possible to update the requisition position.

Double-click in the Pos field to open R.30.01 Window 3 where you can view trace and history records of the selected requisition line item (see Trace, Trace History, Clipboard History, Assembly Trace, and Other Costs).

Sub

On R.30.01 Maintain Requisitions: Window 2, the sub position number of a requisition line item is shown in the Sub field. While the position is a separator for different idents within one engineering requisition, the sub position is the numeric value that the material with the same ident and different (group-by) criteria is ordered by within one position. Criteria that enforce the same material to be placed on separate sub positions can be

  • different tag numbers,

  • different quantity units (the material is measured by on the BOM), or

  • different values in the separate-criteria of the MTO.

This number in combination with the requisition sub position (Sub) can be seen as a fixed reference over all supplements of an engineering requisition. Once a position is assigned to a specified material, this assignment is effective on all supplements of this requisition. Moreover, the position is an ident separator: Different idents are always assigned to different positions within the requisition. Similar to the requisition position, the sub position can be seen as a fixed reference over all supplements of an engineering requisition. The difference is that not only the ident but also the other criteria listed above are included in the assignment of new material to an existing (or a new) requisition sub position.

The numbering of the sub positions starts with 1 (one) within each requisition position, with an increment of 1 (one) for the following sub positions.

The Sub field is shown with a cyan background color if this line item is part of an inquiry only requisition (Purchase indicator not checked) and if this line item has been changed by the last MTO job. This could be the case if the Update Inquiry Reqs check box was selected on R.20.01 before running the MTO job. After the requisition has been released to procurement, this information is lost. The Sub field is no longer shown with a different background color.

If the requisition is not approved and the line item has no parent, it is possible to update the requisition sub position.

If the requisition is not approved, you can double-click in the Sub field to open the B.20.01.55 Browse Tagged Items screen, where you can add tagged items to the requisition.

Proc Seq

If the project default ZR_PROCSEQ is set to Y, the order sequence number shown in the Proc Seq field will be used for tracking of related agreement line items throughout all requisition supplements. The logic for assigning this sequence number is as follows:

For an initial requisition supplement, this number will be assigned in the order of the requisition line item position and sub position numbers, starting with 1.

For higher requisition supplements, line items with an increased quantity less than or equal to 0 (zero), the proc seq number of the matching line item from the previous supplement is assigned. Line items with an increased quantity greater than 0 (zero) will be ordered by the requisition line item position and sub position number and get a new proc seq number, again starting with 1.

To make it easier for you to fill the Proc Seq field for manually created requisitions or after modification of the quantities, you can use the Proc Seq button at the bottom of the screen. Read the description of this button below for more details.

MfD

The MfD check box indicates whether this line item has been marked for deletion. This occurs when using the clipboard functionality for copying, cutting, and pasting requisition line items.

KM

The KM check box indicates whether this line item has been marked for keep as manual requisition line item. This indicator will be used by the MTO job.

Notes

The Notes check box indicates whether notes have been assigned to this requisition line item. Double-click in the check box to open the D.30.21 Attached Notes screen where you can maintain the attached notes.

Ident Code

The ident code of the selected ident is shown in the Ident Code field. When you insert a new line item and select the ident via LOV, the Quantity Unit (for the released quantity), Unit Weight, Total Weight, and Weight Unit fields are automatically filled if they are empty. These fields are filled using the following CIPs:

  • m_pck_req_custom.qty_unit (p_ident) - fills the quantity unit of the released quantity

  • m_pck_req_custom.weight (p_ident) - fills the unit weight; the total weight will be calculated automatically based on the unit weight and the quantity

  • m_pck_req_custom.weight_unit (p_ident) - fills the weight unit

You can use these CIPs to fill these fields when manually inserting line items, in the same way the MTO job does.

The Ident Code field is displayed with a red background color if the attribute defined by the project default ZP_DEVATTR has been assigned to the requisition line item. This attribute is intended to be used as an indicator that you originally wanted to exchange the ident of this line item. But as this is not allowed, you are thus warned that the ident short description has changed.

Double-click in the Ident Code field to open the A.60.14 Ident Attribute Values screen.

Tag Number / SOW Code

If the requisition type is 'Order', the prompt of this field is 'Tag Number'. If the requisition type is 'Subcontract', the prompt of this field changes to 'SOW Code'.

The tag number will be filled by the MTO job only if the Tag Option of the MTO type is set to Yes. In this case, each tag number will be placed on a separate position/sub position on the engineering requisition. If the Tag Option is set to No, the tag numbers are not copied from the BOM and this field will be filled with '---'.

You can create new tag numbers on this screen, in the same way as is possible in the BOM module. If a tag number is entered in the Tag Number field and an item type with rule TWM, TOM, or TFM is selected from the LOV in the Item Type field, the system creates this tag number when saving the record. An ident does not have to be entered.

If the item rule SWT is selected in the Item Type field, the LOV in the Tag Number field shows items from the S.80.21 Ident Tag Numbers screen. Displayed values can be restricted by pre-selecting the group, part, and commodity code in the corresponding fields.

If the item rule of the ident is SWT, TFM, TOM, or TWM, you can double-click in the Tag Number field to open the S.80.25 Tag Description and History screen, showing the Tag Description and Tag History tab. For SWT, only the Tag History is shown, if the tag number and the commodity code are identical and the attr_num3 contains the ident. Also for other item types/rules like SOT, only the Tag History tab is visible.

If the item rule of the ident is TAB and if the tag number is not like '---' and not like 'UNTAGGED', S.80.25 is opened showing the Ident Layout and Tag History tabs.

If the tag number was entered manually (not via B.20.01.55 or via MTO), no requisition trace is stored. This means that such a tag number can be entered on several line items of the same requisition and/or different requisitions.

For idents with item rules TAB, TFM, TOM, and TWM, it is also possible to update the tag number. When doing so, you are asked whether you want to use the S.80.24 Rename Tagged Items screen for this change or if you want to update the tag number immediately.

The S.80.24 screen offers you the possibility to check all documents in which the tag number is used prior to changing it. Moreover, you have the choice of updating only the commodity code, only the tag number, or both the commodity code and tag number in the case of item rule TFM, TOM, and TWM. For idents with item rule TAB, you can only update the tag number itself.

If you decide in favor of an immediate update, both commodity code and tag number are altered for item rules TFM, TOM, and TWM. For idents of rule TAB, only the tag number is changed.

No matter how you finally update the tag number (and/or commodity code), you still have to commit your changes to the database.

The history of all changes of a tag number is shown on S.80.25.

If the tag number was changed by another user, the Tag Number field will be displayed with a red background color. If you then call screen S.80.25 by double-clicking on the tag number, you are asked whether you want to acknowledge the renaming of the tag number. If you click Yes, the red background color is taken back.

Commodity Code

The commodity code of the selected ident is displayed in the Commodity Code field.

Commodity codes can be generated manually without an ident. To activate this feature, the project default ZR_CREA_CC must be set to Y and the project default ZR_PART_CC must be assigned to a pre-defined commodity part, which will then be used to assign the manually created commodity codes.

The Commodity Code field is highlighted with a light blue background color if the requisition line item was created manually.

When you use the LOV in the Commodity Code field, setting of project default ZS_CC_LVE determines which type of LOV is used. If ZS_CC_LVE is set to N, the standard LOV is opened.

If ZS_CC_LVE is set to Y, the S.30.01 List Commodity Codes LOV is opened.

This enhanced LOV provides more options to filter particular commodity codes.

Double-click in the Commodity Code field to open the S.30.01 Commodity Codes screen, where you can maintain the short description and description of the commodity code.

Size 1 - 5

The Size 1 to Size 5 fields show the input 1 to 5 values of the selected ident of this requisition line item.

Group

The commodity group of the selected commodity code is displayed in the Group field.

Part

The commodity part of the selected commodity code is displayed in the Part field.

Item Type

When you create a new requisition line item, select the item type from the LOV in the Item Type field. For more details see Item Types.

Only item types the item rule of which is not 'REF' can be entered here.

Double-click in the Item Type field to open the A.10.15 Item Types screen, where item types are defined.

For manually created requisitions that are not approved, the attached attributes of line items with item type 'TAB' will be synchronized with the ident values of the corresponding ident before calling the A.50.21 Attached Attributes screen. If you insert, update, or delete an attribute with 'Ident Values' selected as Kind Of Attribute on A.50.21, the software synchronizes with the corresponding ident value. Also, when a requisition is approved, the software automatically synchronizes the attributes. If you have changed the ident values of the corresponding idents, for example, on B.20.03, these changed values will be copied to the attached attributes.

  • Quantity fields

New List Quantity

The New List Quantity field displays the total BOM quantity of the selected ident, calculated by the MTO job as a sum of the quantity of all related BOM positions.

Quantity Unit

The quantity unit for this engineering requisition line item is shown in the Quantity Unit field.

Released Quantity

The released quantity may be changed by the user to reflect past experience or project knowledge. This is the only quantity field that may be changed in the requisition.

The released quantity is the total quantity the engineer wants to be purchased for the selected ident by procurement, and thus this quantity is released to procurement.

The Released Quantity value is derived by the MTO job according to the following rules.

The released quantity gets the value of the total BOM quantity (New List Quantity).

If disposition is included in the MTO job, the released quantity will be updated by the disposition quantity (Recommend Qty).

You can change the released quantity manually to show the exact required quantity, before the requisition is released to procurement.

Released Qty = BOM List Total + Contingency (+ manual change)

The positions/sub positions that are not collected by the current MTO job but are created on the engineering requisition because they are on previous supplements of the requisition will get a release quantity of 0 (zero).

A released quantity of 0 and no trace records existing for this position is an indicator that the position was not calculated by the MTO but copied from the last requisition supplement.

Quantity Unit

This Quantity Unit field shows the quantity unit for the released quantity.

The MTO job derives this unit from the BOM positions; after completing the MTO job this field contains the same unit as the Quantity Unit of the new list quantity. You can update this quantity unit because, for example, the ident was entered on the BOM with a length unit but it shall be purchased by weight.

All units defined for the unit groups 'WEIGHT', 'VOLUME', or 'QUANTITY' are available and valid values for this field. Use the LOV to select a new unit from the list.

You can double-click in this field to open the A.10.12 Units of Measure screen.

Increased Qty

The Increased Quantity of the selected requisition line item is the calculated difference of the Total Released Quantity value less the Last Released Quantity value.

Increased Qty = (Released Quantity) – (Last Released Qty)

The field is shown with a red background color if the increased quantity is negative. If the quantity is positive, white numbers are displayed on a black background. If the increased quantity is 0 (zero), the usual colors are used.

Recommend Qty

The recommended quantity based on the disposition rules is displayed in the Recommend Qty field. This disposition quantity is the result of the disposition procedure and cannot be changed manually. The disposition quantity will be derived by the MTO job using these rules:

  • The disposition quantity gets the value of the total BOM quantity.

  • If disposition is included in the MTO, the disposition quantity will be updated with the calculated value.

    Recommend Qty = (New List Quantity) + (Dispo Material)

For more information about dispositions, see Disposition Rules.

Assembly Qty

The assembly quantity is derived from exploded assemblies. This quantity is included in the list quantity.

Last List Qty

The total BOM quantity of the selected ident, calculated by the MTO job for the previous requisition supplement.

Last Released Qty

The Last Released Qty field shows the total quantity the engineer sent to procurement with the previous supplement of the same engineering requisition. If the current requisition supplement is 0 (zero), the last released quantity is 0.

CWH Quantity

The CWH Quantity field shows the available quantity of the selected ident in the corporate warehouse (CWH). For more information about the corporate warehouse, see CWH/FIM usage in MSCM.

FIM Quantity

The FIM Quantity shows the available quantity of the selected ident in the free issue material (FIM) warehouse. For more information about the corporate warehouse, see Free Issue Material Warehouse and CWH/FIM usage in MSCM.

PO Quantity

The PO Quantity field is an indicator showing that procurement has created and approved an agreement for this requisition line item. It shows the quantity for the item that procurement has placed on the corresponding agreement.

This feature enables engineering to be aware of any changes in quantity applied by procurement by comparing it to the Released Quantity value.

Total PO Qty

The Total PO Qty field shows the total of agreement quantities for the selected ident in the requisition cycle.

Not Approved PO Qty

The Not Approved PO Qty field shows the total of not approved agreement quantities for the ident in the requisition cycle.

Received Qty Posted

The total of all posted received quantities for the selected requisition line item is displayed in the Received Qty Posted field.

Direct Received Qty

The Direct Received Qty field shows the total of posted direct received quantities of the selected ident.

ROS Date

The date when the material is required at its destination is called the ROS (Required On Site) date. Smart Materials MSCM and Site will use this date in tender documents, POs, and also for site planning. The MTO job calculates the ROS date by means of the CIP m_pck_req_custom.std_ros_date. This procedure can be defined to retrieve this information from other sources if it is available (for example, external files or attribute information on components).

The ROS date will be calculated by the MTO job for the engineering requisition and populated to all of its line items (positions). The ROS date can be updated on the requisition line item (position).

If the supplement of the engineering requisition is 0 (zero) and the Get ROS Date check box is selected for the MTO, the MTO job processes in the way described above. If the supplement is greater than 0 (zero), the MTO works in the following way:

If the ROS date of the requisition line item equals the ROS date of the requisition header, it is assumed that the line item ROS date was not changed manually and thus it will be calculated as usual. If the ROS date of the requisition line item is NOT equal to the ROS date of the requisition header, it is assumed that the line item ROS date was changed manually. The ROS date will not be re-calculated, but the manually entered value from the previous supplement will be copied to the new supplement.

When entering an activity code for a position, the current date of that activity is taken over as new ROS date.

If the UPDATE ROS DATE privilege is granted to you, you are allowed to enter a ROS date even after the requisition has been approved, provided that the line item has not been assigned to an agreement already.

Activity Code

An activity can be assigned to the requisition line item using the LOV in the Activity Code field. Double-click in the field to open the J.30.01 Activities screen, where activities are maintained.

When entering an activity, the current date of that activity is taken over as the ROS date to the ROS Date field.

Procure Channel

This attribute must be filled only if the material on this requisition line item will not be processed by the own (standard) procurement department.

This attribute can be filled automatically by the CIP m_pck_req_custom.std_proc_channel during the MTO job execution, if the Get Procure Channel check box is selected for the MTO and it is programmed where to get the value from. This attribute has no effect on the normal processing within the application. It is only provided for documentation.

Inquiry Number

If this requisition line item has been placed on an inquiry, this will be displayed in the Inquiry Number field.

Inq Seq

The order sequence of the requisition line item on the related inquiry is shown in the Inq Seq field.

Inquiry Qty

The Inquiry Qty field shows the quantity that has been inquired.

The value of this field is determined by the CIP m_pck_req_custom.get_inquiry_qty.

TE Rqd

The TE Rqd (Technical Evaluation required) indicator shows whether this requisition line item must be evaluated technically by an engineer.

If you insert a new line item manually, the value of this indicator is taken over from the requisition header. But you are able to change this default.

Allow RTP

The Allow RTP (Allow Release to Procurement) indicator shows whether this line item can be released to procurement or not. This indicator allows you to lock particular positions from releasing to procurement.

When the engineering requisition is released to procurement, there is no way to release these locked positions later.

Force RTP

If the Force RTP (Force Release to Procurement) indicator is selected, this requisition line item will be released to procurement regardless of the quantity. Thus, you are able to release a line item even if the released quantity is 0 (zero).

A line item for which Force RTP is checked will be released to procurement even if the Allow RTP check box is not selected.

MS Link

The MS Link indicator shows whether a milestone link between the milestone set and the requisition line item is present or even exists.

If a tagged item has also been planned, that is, the tag number has been entered on the P.60.01 Tagged Items Planning screen, a milestone link is present. If the milestones have already been created and forecasted, the link may even already exist.

This milestone link is created automatically if a milestone set is entered manually on the requisition or if the MTO job has been started and the project default ZP_MS_CRT is set to Y.

Account Code

Assign an account code to the requisition line item by using the LOV in the Account Code field. The value of this field cannot be changed if you are using the account code module, meaning the project default ZJ_USE_AC is set to Y. In that case, you must use the Requisition Accounts tab to maintain the account code information.

If you do not use the account code module (ZJ_USE_AC is set to N), you can double-click in the Account Code field to open the A.10.30 Account Codes screen.

Unit Weight

The unit weight of the selected requisition line item is displayed in the Unit Weight field. It will be calculated by the MTO job (together with the weight unit) if the Get Weight check box is selected for the MTO. The procedure that will be used to calculate the ident unit weight is the CIP m_pck_req_custom.weight(ident).

Total Weight

The total weight of the selected requisition line item is displayed in the Total Weight field. It will also be calculated by the MTO job if the Get Weight check box is selected. The formula to calculate the weight for a position is

(Ident Unit Weight) * (Total Released Quantity).

Weight Unit

The weight unit can be entered using the LOV in the Weight Unit field. All units defined for the unit groups 'WEIGHT' and 'QUANTITY' are available for selection and valid values for this field.

You can double-click in this field to open the A.10.12 Units of Measure screen, where units are defined.

Budget

You can enter a budget value for the selected requisition line item in the Budget field.

Currency

The currency of the budget is shown in the Currency field. You can select a currency from the LOV. All currencies defined on A.10.12 Units of Measure for unit group 'CURRENCY' are available for selection. You can double-click in the Currency field to open A.10.12.

If a new record is inserted, the currency will be filled with the value assigned to the project default ZX_CURCY as the default. You can change this currency.

Delivery Designation

The delivery designation can be entered using the LOV in the Delivery Designation field. Double-click in the Delivery Designation field to open the A.10.39 Delivery Designations screen, where delivery designations are defined.

The actual meaning of the designation is the delivery destination. Each project will have different destinations depending on traffic routes and fabrication and site locations. The concept of delivery routes is to provide a basis for expediting and estimating when material will arrive at its destination.

The delivery designation assigned to the project default ZP_DLV_DSG is used as the default value when inserting a requisition line item. You can overwrite this default value if necessary.

Attr Sum 1 - 3

If additional summary fields (attributes) were defined for the requisition template used for this requisition, these Attr Sum 1 (- 3) fields display the sum of the corresponding attribute.

Attr Group 1 - 5

The value of the group-by attributes are displayed in the corresponding Attr Group 1 (- 5) field.

This value can be modified if:

  • the requisition was created by an MTO job,

  • a group-by attribute has been defined on the requisition template or MTO type level, and

  • the requisition line item has no predecessor.

Comment

You can enter any comment related to the requisition line item in the Comment field.

Grouped by

The group criterion on which collapsing was based for this requisition line item (used for non ident MTO only).

Non Ident Collapse Crit

The group value on which collapsing was based for this requisition line item (used for non ident MTO only).

Cumulated Weight

The cumulated weight for all idents that made up this line item (used for non ident MTO only).

Cumulated Weight Unit

Weight unit of the cumulated weight.

Approver Name

The approver assigned to commodity codes of type CT (Commodity Template) on the CMS Details tab of S.30.01 Commodity Codes appears in this field.

Equipment Rental Process

The following fields are available to support the equipment rental process:

Rental Start Date - Select the rental start date from the calendar LOV.

Rental End Date - Select the rental end date from the calendar LOV.

Valid Period - Type the number of the valid duration with respect to the specified interval.

Interval - Select the rental interval from the drop-down list in this field. The available values are Minutes, Hours, Days, Weeks, Months, and Years.

Attribute 11 - 20

By using the right mouse-click menu, you can add up to ten (10) attribute fields to the screen layout, Attribute 11 - 20. For more information, see Core Workflow Screens.

If the project default ZX_HL_RQAT is set to Y and the attribute has been marked as required on A.50.01 Attributes, the background color used for required fields (green) is also used for highlighting such required attributes.

The label and hint text for the attribute fields are retrieved from the A.50.01 Attributes screen.

Double-click in the Attribute n field to open the A.50.21 Attached Attributes to maintain the attached attributes. Or, click the Attachments button to open the D.90.21 Attachments screen. On the Attributes tab of this screen, you can insert or update the values of the attached attributes. For more information, see Attachments.

If the attribute has already been assigned to the requisition, you can update this value with the same restrictions and limitations as on A.50.21 Attached Attributes. Valid values entered on A.50.01 Attributes are taken into account in the same way as the defined width of a field.

If the attribute was originally part of an attribute set and the Upd (Update allowed for requisitions) indicator of this set is not selected on A.50.04 Attribute Sets, this attribute cannot be modified. If the ER (Display allowed for requisitions) indicator of this set is not selected on A.50.04, this attribute won’t be displayed at all.

Even if the requisition has been approved, it is possible to update attached attributes and/or to insert new attributes under specific conditions as described below (applies only for attached attributes of type 'Other').

If the project default ZX_MODATTR is set to Y, you can insert new attached attributes for requisitions that are already approved. These new attributes can be updated or deleted afterwards.

Whether an attribute value of an approved requisition can be modified depends on the Allow Update indicator set on A.50.01 Attributes for this attribute and the Locked indicator not set on A.50.21 Attached Attributes. You cannot delete attached attributes from approved requisitions.

Inserting, updating, or deleting of attached attributes is only possible for the highest requisition supplement.

For manually created requisitions that are not approved, the attached attributes of line items with item type 'TAB' will be synchronized with the ident values of the corresponding ident before calling the A.50.21 Attached Attributes screen. If you insert, update, or delete an attribute with 'Ident Values' selected as Kind Of Attribute on A.50.21, the software synchronizes with the corresponding ident value. Also when a requisition is approved, the software automatically synchronizes the attributes. If you have changed the ident values of the corresponding idents, for example on B.20.03, these changed values will be copied to the attached attributes.

CIP Fields 11 - 20

By using the right mouse-click menu, you can add up to ten (10) CIP fields to the screen layout, CIP Field 11 to 20. For more information, see Core Workflow Screens.

These fields contain the return value of the function entered for this CIP field on A.30.13 Configurations for the selected engineering requisition. For more information, see Configurations.

The label of this field is determined by the CIP function m_pck_config_custom.get_cip_label using the name of the CIP as an input parameter. If this function returns NULL, the label will be set as 'CIP Field 11' (-20).

  • Button Bar

CC creation allowed for Group/Part

These fields are only displayed if the project default ZR_CREA_CC is set to Y, which means the creation of commodity codes is enabled in the E&PI(Req) module on R.30.01. The fields show the commodity group and commodity part under which manually created commodity codes will be created.

Ident Short Description

The ident short description is derived by calling CIP m_pck_std_custom.ident_desc (ident, nls).

Only in the case of an approved requisition and only for idents of item type 'TAB' the ident short description is determined by the CIP m_pck_std_custom.ident_desc_hist.

Populate Cart Idents

The Populate Cart Idents button can be used to select a cart and to populate its data into the requisition line items block. The carts are defined and maintained on the SPRD Explorer.

SPRD Explorer

Click the SPRD Explorer button to open the SPRD Explorer.

Show Import Log

Populating the content of an ICC into the requisition using the Populate Cart Idents button creates a log file. Click the Show Import Log button to open the A.60.72 screen, where you can check the log file.

Afterwards, close A.60.72 to go back to the requisition line items window.

Order By ...

This button allows you to change the order by criteria for the displayed records. Click the button to open a list of values with all columns currently visible on the screen.

Select the field that you want the data to be sorted by first and click OK. The LOV will be displayed again to allow you to select the field to be used as the second sorting criterion. In this way, you can select up to four fields by which the data are to be sorted. Click the Cancel button if you don’t want to add a further field. It will automatically perform your last query again, this time using the specified new order by criteria.

The data will always be sorted in an ascending order.

The used order by criteria are displayed in the Ordered by field on top of the Line Items tab.

Update Tag Desc

When you click this button, it will update the Commodity Code Layout and NLS fields, concatenating values of the comments attached to the requisition line item.

Renumber

Click the Renumber button to run the CIP m_pck_req_custom.renumber_pos_sub to renumber the position numbers in the Pos and Sub fields. The delivered standard version of this CIP works as follows:

In the first step, the MTO line items will be renumbered. The starting value and the increment for the position are defined by the project default ZR_RLIINC, with a default of 1 if the project default is not set. If there are group-by criteria, the sub position will be counted up; the position number stays the same for one group-by criterion.

In the second step, the manual line items will be renumbered. The position number will be counted up and the sub position will be 1.

Line items that have been marked for deletion will be renumbered, too, but you will not see them on the screen.

Proc Seq

The Proc Seq (procurement sequence) button is only enabled if:

  • the project default ZR_PROCSEQ is set to Y,

  • the engineering requisition is unapproved,

  • you are logged in with the discipline of the requisition.

This button helps to fill the Proc Seq field. The Proc Seq field represents the sequence number for agreements created by procurement (MSCM). Generally, the field is filled by the MTO job. But for manually created requisitions or after modification of quantities, it might become necessary to update the Proc Seq values.

The logic for assigning this sequence number is as follows:

  • For the initial requisition supplement 0 (zero), this Proc Seq will be assigned in the order of the requisition line item Pos (position) and Sub (sub position) number, starting with 1.

  • For higher requisition supplements, line items with an increased quantity less than or equal to 0 (zero), the proc seq number of the matching line item from the previous supplement is assigned. Line items with an increased quantity greater than 0 (zero) will be ordered by the requisition line item position and sub position number and get a new proc seq number, again starting with 1.

Account Codes

Click the Account Codes button to create or update the account codes of all line items of the current engineering requisition. This button is only active if:

  • the account code module is activated, meaning the project default ZJ_USE_AC is set to Y,

  • you are logged in with the discipline of the engineering requisition/requisition line item,

  • the requisition may be used for purchasing, meaning the Purchase check box is checked,

  • the requisition has not been approved yet.

Sort Pos

Click the Sort Pos button to sort the requisition line items. The button is only enabled if:

  • you are logged in with the discipline of the engineering requisition,

  • the requisition has been created manually,

  • the requisition has not been approved yet.

If the project default ZR_SORTPOS is set to N, the Sort Pos button will be disabled for requisition supplements greater than 0 (zero).

Sorting the positions means that all requisition line items are ordered by commodity code, size 1, and size 2. Moreover, the Pos and Sub fields are updated; Pos is filled in ascending order by a sequence with an increment of 1, and Sub is filled with 1.

Context

Click the Context button to open Window 7 where you can define the display context to influence the number of requisition line items displayed on the Line Items tab.

Select the Attached Attributes check box to consider only line items with changed attached attributes. The selection of the Last Supplement / All Supplements radio group is only used when the Attached Attributes check box is selected. Select Last Supplement to display the line items for which at least one attribute has changed between the previous and current supplements. Select All Supplements to display the line items for which at least one attribute has changed between the current and any preceding supplements.

Select the Quantities check box to consider only line items with changed quantity. The selection of the Quantities radio group is only used when the Quantities check box is selected. The available options are listed below.

  • Shortage Quantities - Only line items with shortage (positive) quantities are displayed.

  • Surplus Quantities - Only line items with surplus (negative) quantities are displayed.

  • Changed Quantities - Only line items the increased quantity of which differs from 0 are displayed.

  • New Line Items - New line items that cannot be found on the previous supplement are displayed.

Select the Attached Documents check box to consider only line items with changes in the attached documents.

Select the Attached VDRs check box to consider only line items with changes in the attached VDRs.

Click OK to apply the selected display context on the Line Items tab. Click the Cancel button to close Window 7 without re-querying the data.

All selections made on Window 7 are only applied once for querying. When you perform the next query on the Line Items tab, these settings are no longer taken into account.

Attachments

Click the Attachments button to open the D.90.21 Attachments screen. This screen allows you to maintain the attachments (documents, VDRs, attributes, and technical questions) of a requisition line item. For more information, see Attachments.

Trace

Double-click in the Pos field to open Window 3. On the Trace tab, the records that have been directly traced by the MTO job are displayed. This data is automatically created by the MTO job. If the list position of the BOM was deleted after the MTO job, you will not see any entries for this deleted list position.

Line items that are added manually to a requisition do not get a reference to a BOM position. The BOM trace is maintained only when creating a line item using the B.20.01.55 screen.

The BOM Path field shows the path name of the node in the BOM tree. The BOM position is displayed in the Pos field, the status of the BOM position is shown in the Status field, and the ident quantity of the BOM position is shown in the Quantity field.

You can click the Delete and reduce quantity button to delete the selected trace record as well as reduce the released quantity of the corresponding requisition line item.

If you click the Delete without reduction of quantity button, the released quantity of the corresponding requisition line item will not be changed.

Trace History

Double-click in the Pos field to open Window 3, then click Trace History. On the Trace History tab, all records that have been directly traced by the MTO job are displayed.

This data is automatically created by the MTO job. If the list position of the BOM was deleted after the MTO job, you can see here the stored information for this list position.

Line items that are added manually to a requisition do not get a reference to a BOM position. The BOM trace is maintained only when creating a line item using the B.20.01.55 screen.

The BOM Path field shows the path name of the node in the BOM tree, and the List Node field shows the name of the BOM node. The BOM position is displayed in the Pos field, and the tag number of the position is displayed in the TAG Number field. The status of the BOM position is shown in the Status field, and the list status of the position is shown in the List Status field. The Quantity field shows the ident quantity of the BOM position, and the Assembly Quantity field shows the ident quantity on the BOM assembly. The quantity unit is displayed in the Unit field.

Clipboard History

Double-click in the Pos field to open Window 3, then click Clipboard History. On the Clipboard History tab, you can see all clipboard actions such as copy, cut, and paste that have been performed for the requisition line item.

The Group Seq field shows the order sequence for a group of paste actions. The Seq field shows the order sequence for a single paste action.

The action of the insert or update from the clipboard is displayed in the Action field. The Quantity field shows the quantity of this clipboard action. The Insert check box indicates an insert of a new line item from the clipboard. The Update check box indicates an update of an existing line item from the clipboard.

The Source Action field displays the clipboard action of the source line item. The Source Engineering Requisition field shows the name/number of the source engineering requisition.

If the requisition does not exist any longer, DELETED will be displayed in the Source Engineering Requisition field.

The Suppl field shows the supplement number of the engineering requisition.

If the indicator is selected, the requisition can be used to create inquiries and purchase orders. If it’s not selected, you can only create inquiries based on this requisition.

The Origin field shows the name of the requisition origin.

The MR revision of the engineering requisition is displayed in the MR Rev field, and the SR revision is displayed in the SR Rev field.

The requisition line item number is displayed in the Source Pos field, and the sub line item number is displayed in the Source Sub field.

If the source line item was deleted, NULL will be displayed in the Source Pos and Source Sub fields.

The Marked for Deletion indicator shows whether the source line item has been marked for deletion or not.

The Warning field shows any warnings for the clipboard action.

Assembly Trace

Double-click in the Pos field to open Window 3, then click Assembly Trace. The Assembly Trace tab shows the records that have been traced by assemblies by the MTO job.

The Commodity Code field displays the commodity code of the assembly master. The sizes of the assembly master are displayed in the Size 1/2 fields, and the ident code is displayed in the Ident Code field. The New List Quantity field shows the total BOM quantity calculated by the MTO job, that is, the summary of the quantity of all related BOM positions.

In the Requisition Trace block, you can see the BOM positions associated with the selected requisition line item as assembly items.

The BOM Path field shows the path name of the node in the BOM tree. The BOM position is displayed in the Pos field, the status of the BOM position is shown in the Status field, and the ident quantity of the BOM position is shown in the Quantity field.

Other Costs

Double-click in the Pos field to open Window 3, then click Other Costs. On the Other Costs tab, you can assign other costs to requisition line items.

Other costs that are entered here are retained through the workflow. These other costs are later copied to the quote details and/or agreement line items.

To assign an other cost to the requisition line item, select a value from the LOV in the Other Cost field. Instead of using pre-defined other costs, you can enter a new other cost value in this field. If you click Yes in the message box, the new other cost is saved on the P.10.33 Other Costs screen. You can double-click in this field to open the P.10.33 Other Costs screen.

You can assign an account code to the other cost by selecting a value from the LOV in the Account Code field if the project default ZJ_USE_AC is set to N (which means you are not using the accounting module in Smart Materials). You can double-click in the field to open the A.10.30 Account Codes screen where account codes are defined.

The Account Code field is only available if you are not working with the accounting module; that is, the project default ZJ_USE_AC is set to N.

Select the Eval Cost indicator to mark this other cost as an evaluation cost.

Select the Discountable indicator to mark this other cost as discountable.

Enter a percentage in the Other Cost % field.

The other cost currency appears in the Currency field. The default value of the currency is given by the value that is set for project default ZX_CURCY.

The Taxable check box indicates whether the assigned other cost is taxable.

The other cost descriptions are displayed in the Short Desc and Description fields.