SmartPlant Materials Release Bulletin

Transcription

1 SmartPlant Materials Release Bulletin Version (6.2.2) January 2007 DMAR1-PE E-Updated

2 Copyright Copyright Intergraph Corporation. All Rights Reserved. Including software, file formats, and audiovisual displays; may be used pursuant to applicable software license agreement; contains confidential and proprietary information of Intergraph and/or third parties which is protected by copyright law, trade secret law, and international treaty, and may not be provided or otherwise made available without proper authorization. Restricted Rights Legend Use, duplication, or disclosure by the government is subject to restrictions as set forth below. For civilian agencies: This was developed at private expense and is restricted computer software submitted with restricted rights in accordance with subparagraphs (a) through (d) of the Commercial Computer Software - Restricted Rights clause at of the Federal Acquisition Regulations ( FAR ) and its successors, and is unpublished and all rights are reserved under the copyright laws of the United States. For units of the Department of Defense ( DoD ): This is commercial computer software as defined at DFARS and the rights of the Government are as specified at DFARS Unpublished rights reserved under the copyright laws of the United States. Intergraph Corporation Huntsville, Alabama Warranties and Liabilities All warranties given by Intergraph Corporation about equipment or software are set forth in your purchase contract, and nothing stated in, or implied by, this document or its contents shall be considered or deemed a modification or amendment of such warranties. Intergraph believes the information in this publication is accurate as of its publication date. The information and the software discussed in this document are subject to change without notice and are subject to applicable technical product descriptions. Intergraph Corporation is not responsible for any error that may appear in this document. The software discussed in this document is furnished under a license and may be used or copied only in accordance with the terms of this license. No responsibility is assumed by Intergraph for the use or reliability of software on equipment that is not supplied by Intergraph or its affiliated companies. THE USER OF THE SOFTWARE IS EXPECTED TO MAKE THE FINAL EVALUATION AS TO THE USEFULNESS OF THE SOFTWARE IN HIS OWN ENVIRONMENT. Intergraph is not responsible for the accuracy of delivered data including, but not limited to, catalog, reference and symbol data. Users should verify for themselves that the data is accurate and suitable for their project work. Trademarks Intergraph, the Intergraph logo, PDS, SmartPlant, SmartSketch, FrameWorks, INtools, MARIAN, ISOGEN, and IntelliShip are registered trademarks and SupportModeler and SupportManager are trademarks of Intergraph Corporation. Microsoft and Windows are registered trademarks of Microsoft Corporation. Other brands and product names are trademarks of their respective owners.

3 Table of Contents Table of Contents Archiving Data...4 A Physical Table Sets...5 A Export Table Sets...10 Item Shipment Quantity Options (Defaults)...14 S Update Invalid Idents Functionality...18 C Transferring Design Change Warehouse QTY...21 Additional Form for Un-posted MIRs...23 Single OSD...26 P Shipping Days...29 Associated Forms in the Software...30 Main Change Requests Implemented...31 SmartPlant Materials Release Bulletin 3

4 Archiving Data Archiving Data SmartPlant Materials users may need to archive data from the SmartPlant Materials database tables. This functionality allows users to archive data from certain tables from SmartPlant Materials to a new user-defined database schema, for example, M_EXPORT. The copied data is not directly re-useable within the software. This functionality just archives the data from the database table. To review the archived data, the user can use any tool (except SmartPlant Materials) that can access data from an Oracle database. For archiving data, the user must follow the steps described below: Define a Physical Table Set on the A Physical Table Sets screen. (A Physical Table Set is a collection of physical SmartPlant Materials database tables.) The user can then associate the physical database tables with the defined Physical Table Set on this screen. The user can also specify recursion options with each physical table. If recursion is allowed, the foreign-keys are resolved with the parent tables, and the parent tables along with the related data will also be copied for the export. Define an Export Table Set on the A Export Table Sets screen. (An Export Table Set is a collection of one or more Physical Table Sets and physical SmartPlant Materials database tables.) The user can then associate the Physical Table Sets and physical database tables with the defined Export Table Set on this screen. On this screen (A ), the user can also specify the details (like Schema, Tablespace, and so forth) of storage objects where the archived data will finally be stored in the database. Export and Archive the data by clicking the Export button on the Export Table Sets screen. The scope of export is limited to a Project only, which means data from the current logged-on Project plus data from its Product Group only will be exported. However, tables that do not have a PROJ_ID column always get exported completely (if they are not resolved through a foreign-key, if specified. Refer to the sections ahead for more details). 4 SmartPlant Materials Release Bulletin

5 Archiving Data A Physical Table Sets The figure below shows the appearance of A Physical Table Sets. Fig 1.1 A Physical Table Sets As shown in the figure, the user can define the name for the Physical Table Set (in the Physical Table Set field) and corresponding remarks (in the Remarks field) in the first block. In the second block (Physical Table Set Details), the user can associate one or more physical SmartPlant Materials database tables (in the Table Name field) with the defined Physical Table Set. In the Table Name field, the user can either directly enter the name of the database table or can select it through the multi-selection LOV (that can be invoked through the List of Values toolbar button or by pressing F9) provided in the same field. The Recursive check box means that for a particular table, the software will resolve for all its master or parent tables through its foreign-keys. Thereafter, the resolved master or parent table s data will also be archived with the selected table. These tables, including the resolved ones, can be viewed on the A Export Table Sets screen. This is discussed in a later section of this document. SmartPlant Materials Release Bulletin 5

6 Archiving Data The Select All and De-select All buttons will check and un-check, respectively, all the Recursive check boxes for all records. The following screen shows the appearance of the A Physical Table Sets screen when the multi-selection LOV is invoked. Fig 1.2 A Physical Table Sets Multi-Selection LOV 6 SmartPlant Materials Release Bulletin

7 Archiving Data Fig 1.3 Multi-selection LOV In the multi-selection LOV, the Available Tables item lists all the tables that are not part of the Physical Table Set Details. The Selected Tables item lists the tables that are already entered or selected as the Physical Table Set Details. Please note that the user can specify only those tables (for archiving data) whose name starts with M_. SmartPlant Materials Release Bulletin 7

8 Archiving Data Usually, the number of tables available for selection is a large number. Hence, to filter the data for Available Tables, a Filter Text field is provided. It specifies the filter criteria for listing the subset of the tables to be displayed in the Available Tables. If this field is NULL, then all the tables that are not part of the Physical Table Set Details are displayed under Available Tables. The Available Tables list will be refreshed when the user clicks the Apply button. Please refer to the figure below, which shows how the data under Available Tables is filtered depending upon the value in the Filter Text field. Fig 1.4 Multi-selection LOV Apply Filter Text If the Recursive check box in the multi-selection LOV is checked, the software will check the corresponding Recursive check box in the Physical Table Set Details block for all the tables that are newly selected (in the Selected Tables list) through the multi-selection LOV. The user can use the button to move a single selected table from the Available Tables list to the Selected Tables list. The same can be done by double-clicking the table name in the lists. The user can use the button the Selected Tables list. to move all tables from the Available Tables list to 8 SmartPlant Materials Release Bulletin

9 Archiving Data The user can use the button to move the selected table one record up in the list (applicable for both the Available Tables list and the Selected Tables list). The user can use the button to move the selected table one record down in the list (applicable for both the Available Tables list and the Selected Tables list). The user can use the button to move a single selected table from the Selected Tables list to the Available Tables list. The same can be done by double-clicking the table name in the lists. The user can use the button to move all tables from the Selected Tables list to the Available Tables list. To select and move (from one list to another) a group of contiguous tables at one time, the user can do the following: Select the first table in the group. Select the last table in the group by holding the Shift key. Click the or button. The tables in the Selected Tables list will be associated with the Physical Table Set as Physical Table Set Details when the user clicks the Select button. Similarly, the tables that are moved from Selected Tables to Available Tables will be removed from the Physical Table Set Details. When the user clicks the Cancel button, the changes (selecting, de-selecting, moving up, or moving down) that the user has made in the multi-selection LOV will be discarded and there will be no change in the Physical Table Set Details. The data in the multi-selection LOV will remain the same as before invoking the multiselection LOV. SmartPlant Materials Release Bulletin 9

10 Archiving Data A Export Table Sets The figure below shows the appearance of A Export Table Sets. Fig 2.1 A Export Table Sets As shown in the figure, the user can enter the details for the Export Table Set in the first block. In the second block (Physical Table Set Details), the user can associate one or more physical SmartPlant Materials database tables and the defined Physical Table Set. The user can enter the name and remarks for the Export Table Set in the Export Table Set and Remarks fields, respectively. The Schema Name field specifies the name of the Schema into which the user plans to archive and export the data of the tables (including those resolved under Physical Table Set) that are specified as Export Table Set Details (discussed below). A Schema name consists of characters including (a-z), (A-Z), (0-9), and the underscore. It must also start with a letter. 10 SmartPlant Materials Release Bulletin

11 Archiving Data However, the user is restricted in specifying the following reserved Schema names - SYS, M_SYS, DISCO, DBSNMP, 'OUTLN', 'QS_CBADM', 'PM', 'ANONYMOUS', 'SYSTEM', 'WMSYS', 'QS_OS', 'OE', 'WKSYS', 'ORDSYS', 'QS_ES', 'RMAN', 'WKPROXY', 'SCOTT', 'ORDPLUGINS', 'QS_WS', 'QS_CS', 'ODM', 'SH', 'MDSYS', 'QS', 'QS_CB', 'ODM_MTR', 'HR', 'CTXSYS', 'QS_ADM', 'XDB', 'OLAPSYS', 'OC, BI', 'DIP', 'DMSYS', 'DSSYS', 'DUMP4', 'EXFSYS', 'FLOW_010500', 'FLOW_FILES', 'HTMLDB_PUBLIC_USER', 'IX', 'LBACSYS', 'MDDATA', 'MGMT_VIEW','OWB', 'PERFSTAT', 'SI_INFORMTN_SCHEMA', 'SYSMAN', 'TRACESVR', 'TSMSYS', 'WK_TEST', Project Schemas, and Product Group Schemas. Also, the user cannot use a Schema for archiving data, if it already has a table whose name does not start with M_. The Project field specifies the Project from which we are exporting or archiving data in the tables. The user needs to specify a password (maximum 30 characters allowed) also if he or she has entered a new (non-existing) Schema name to archive and export the data. The Tablespace and Index Tablespace fields refer to tablespaces for Table data and Index data, respectively. The user can select an existing Tablespace name or enter a new (non-existing) Tablespace name. A Tablespace name consists of characters including (a-z), (A-Z), (0-9), and the underscore. It must also start with a letter. The user cannot specify the following Tablespaces: SYSAUX, UNDOTBS1, IPM_INDEX, USERS, SYSTEM, EXAMPLE, MARIAN, MTI_INDEX, M_INDEX, M_MIG, TEMP, M_TEMP, and JCS. The TS Data file and Index TS Data file fields refer to Data files corresponding to tablespaces for Table data and Index data, respectively. The data files must have the extension.ora (.ORA) or.dbf (.DBF). The user must preferably give the complete path for the corresponding files (in case of a new Tablespace name). If the user selects an existing Tablespace for Tablespace or Index Tablespace, then the corresponding data files will be displayed in the corresponding TS Data file or Index TS Data file field and the size in the TS Size (Bytes) or Index TS Size (Bytes) fields. The TS Size (Bytes) and Index TS Size (Bytes) fields refer to the size of data files for the specified tablespaces for Table data and Index data, respectively. The user must provide these values in the case of new Table spaces. Please note that the size must be mentioned in terms of Bytes only. The Last Modified field specifies the date and time when the record Export Table Set Details was last inserted or modified (not considering the deleted records for this calculation). SmartPlant Materials Release Bulletin 11

12 Archiving Data The Export Date field specifies the date and time when the export was last done for the specified Export Table Set. The Last Created List field specifies the date and time of the last initiation for creating the unique list of tables (considered for archiving the data). The user completes this action by clicking the Table List button. The user can add one or more Physical Table Sets or Tables as Export Table Set Details. The Table / Table Set Indicator field identifies the record as corresponding to a Table or Physical Table Set. The Export Table Set record and corresponding Export Table Set Details can be copied to a new record by using the F4 F6 keys. When you press these key combinations, the software creates a new copy of the existing data. Only the Export Table Set name will be generated by the software for the new set of data. If the user double-clicks the Physical Table Set field, then the software invokes the A Physical Table Sets screen with the record already queried. Fig 2.2 A Export Table Sets Resolved Table Set 12 SmartPlant Materials Release Bulletin

13 Archiving Data When the user clicks the Table List button, the software computes a list of unique tables whose data will be archived and exported to the specified schema. This computation takes into consideration all the Tables and Physical Table Sets that are associated with the specified Export Table Set. Tables associated with the Physical Table Set will further be resolved (based on enabled Foreign Keys) to get the parent / master tables. This list will be displayed on the screen (Ref: Fig 2.2). The Export button initiates the archiving and export process. If an existing Schema is specified, then the software will drop all the existing tables of the schema and recreate them for archiving. If the schema does not already exist, then the software creates it. Similarly, if the specified Tablespaces (either for Table data or Index data) do not already exist, then the software creates them. Archive and Export of data is allowed only if the Export Table Set belongs to the logged-in Project. As discussed earlier also, data from the current logged-on Project plus data from its Product Group only will be exported. However, tables that do not have a PROJ_ID column (if they are not resolved through foreign-key, if specified), always get exported completely. The software also creates the Unique keys, Primary keys, and Indexes for the exported tables. Foreign Keys are not created. Please note that there will be many Data Definition (for example, CREATE TABLE, DROP TABLE, and so forth), Data Manipulation (for example, INSERT, DELETE, and so forth) and Transaction Control (for example, COMMIT, ROLLBACK) statements that are executed for archiving and exporting of the SmartPlant Materials data. Hence, in many cases, outcomes cannot be rolled-back even if the archiving and exporting operation of the SmartPlant Materials data is not successful (although a failure message will appear). The software also always creates a log file (specified by the DBA Setting Name LOG_FILE_DEST on the A DBA Settings screen) that logs all the Data Definition, Data Manipulation, Transaction Control statements, and errors (if any). The export process also updates the ARCHIVED_AT column of the M_PROJECTS table to reflect the date and time of the last export of data from the project. SmartPlant Materials Release Bulletin 13

14 Item Shipment Quantity Options (Defaults) Item Shipment Quantity Options (Defaults) A third value is now available for the ZP_ISH_QTY project default. In addition to NEW and KEEP, you can now set this default to KWO0. The setting of KWO0 corresponds to the behavior of the KEEP setting up to MARIAN 6.1.2, service pack 12. The settings of NEW and KEEP have not been changed in comparison to the last service pack. This section is a comprehensive description of the project default. ZP_ISH_QTY has been created for controlling the setting of item shipment quantities in the case of change orders. If this project default is set to 'NEW' (default value), the quantity of EACH item shipment will be set to the new order line item quantity. If the project default is set to 'KEEP', the software distinguishes between surplus and shortage quantities with respect to the item shipment quantities. In the case of surplus quantities, the item shipment quantities of the previous supplement are copied over and remain unchanged. Moreover, an additional item shipment with a quantity of 0 is created. In the case of shortage quantities, the item shipment quantities of the previous supplement are copied over and an additional item shipment with the remaining quantity will be created. If the project default is set to 'KWO0', the software distinguishes between shortage and surplus quantities with respect to the item shipment quantities. In the case of shortage quantities, the item shipment quantities of the previous supplement are copied over and remain unchanged. In the case of surplus quantities, an additional item shipment with the remaining quantity will be created. In the case of a CO supplement and a previous order line item with just one item shipment, the quantity of the item shipment on the CO is identical to the new order line item quantity. Examples: With order supplement 0, a quantity of 10 has been ordered: Pos Order Qty Item Shipment Qty SmartPlant Materials Release Bulletin

15 Item Shipment Quantity Options (Defaults) With order supplement 1 (CO), a shortage quantity of 4 has been placed: Default = NEW Pos Order Qty Item Shipment Qty Default = KEEP Pos Order Qty Item Shipment Qty Default = KWO0 Pos Order Qty Item Shipment Qty If with order supplement 1 (CO) a surplus quantity of 3 has been placed, the item shipments will look like the following: Default = NEW Pos Order Qty Item Shipment Qty Default = KEEP Pos Order Qty Item Shipment Qty Default = KWO0 Pos Order Qty Item Shipment Qty Examples with multiple item shipments: With order supplement 0, a quantity of 10 has been ordered: Pos Order Qty Item Shipment Qty With order supplement 1 (CO), a shortage quantity of 4 has been placed: Default = NEW Pos Order Qty Item Shipment Qty Default = KEEP Pos Order Qty Item Shipment Qty SmartPlant Materials Release Bulletin 15

16 Item Shipment Quantity Options (Defaults) Default = KWO0 Pos Order Qty Item Shipment Qty If with order supplement 1 (CO) a surplus quantity of 3 has been placed, the item shipments will look like this: Default = NEW Pos Order Qty Item Shipment Qty Default = KEEP Pos Order Qty Item Shipment Qty Default = KWO0 Pos Order Qty Item Shipment Qty If, in the case of KEEP, item shipments have been created superfluously (for example, because lines have been split and the original order line item remains unchanged in the end), they will be deleted when approving the order. But, only item shipments that have a quantity of 0 and that cannot be found on the previous supplement are candidates for such a deletion. Regardless of the setting of this project default, nearly all cases require a manual adjustment of the item shipment quantity - either before approving the order or by expediting. The handling of PO supplements is not affected by this project default. That is, in the case of PO supplements, exactly one item shipment is created for each order line item and the quantity of order line item and item shipment are identical. This project default is also used when approving an order. If the default has been set to 'KEEP' or 'KWO0', and the order to be approved is a change order, all changes that have occurred during the time between the creation of the CO and its approval are copied over to the CO (because expediting information is of a higher priority). The setting of this project default influences the data display on the P Expediting Details screen. If the project default has been set to 'NEW', the supplement fields for order and engineering requisition show the highest supplement and the quantity fields the 16 SmartPlant Materials Release Bulletin

17 Item Shipment Quantity Options (Defaults) values of these highest supplements. That is, in this case, they will contain the same values for all item shipments of one order line item if multiple item shipments have been created. If the project default has been set to 'KEEP' or 'KWO0', the supplement fields contain that supplement with which an item shipment has been created for the first time. The quantity fields show the values related to this first supplement. If several requisition supplements are associated with the same order supplement, the highest supplement number is displayed and the quantities with respect to requisition line items are totaled up. With respect to the display of requisition and order supplement numbers, this project default is also used for all following downstream screens such as P Packages, PT Traffic Tree, and C Information by Commodity. SmartPlant Materials Release Bulletin 17

18 S Update Invalid Idents Functionality S Update Invalid Idents Functionality The Invalid Idents tab page has been moved to a separate window. This window can be accessed by clicking the Invalid Idents button in the Existing Idents tab folder. Invalid idents and new idents are displayed together on the new window. There are two possibilities to update invalid idents in Online-Mode: Enter the correct values for an invalid ident directly in the Invalid Idents block, and save these changes Click the Update Invalid Idents Online button. A new window will open showing the old values of the ident and the new values selected by the software. 18 SmartPlant Materials Release Bulletin

19 S Update Invalid Idents Functionality Clicking the Save button writes the changes to the database. If the software hasn t chosen the correct value, Cancel closes the window without applying any changes. When you click the Update Invalid Idents Batch button, the software updates the invalid idents without any opportunity for you to cancel unwanted changes. Both Online and Batch mode for the update of invalid idents select the new values according to the rules described below. Rules that Identify the New Values If unique input values and unit system are used (SmartPlant Materials standard installation), then the software looks for a geometric record corresponding to this combination of unit system and input and uses the output values of the geometric record as the new output values of the ident. If no new values for the ident are found in this first step, in the second step, the software selects a corresponding new ident using the input provided by the user in the check boxes above the input/output/unit system fields. This is done according to the following rule: Check box unchecked: The old and new value for this field must be identical. Check box checked: The old and new value can be different. By default, the input values and the unit system are unchecked to prevent unintended changes of the input values and the unit system. SmartPlant Materials Release Bulletin 19

20 S Update Invalid Idents Functionality Deleting Invalid Idents There is no change in the functionality for deleting invalid idents. Clicking the Delete Invalid Idents Online button deletes all invalid idents in online mode; clicking the Delete Invalid Idents Batch button starts a batch job to delete all invalid idents for the selected commodity code. 20 SmartPlant Materials Release Bulletin

21 C Transferring Design Change Warehouse QTY C Transferring Design Change Warehouse QTY Users would like to select and transfer (manually) issued materials from the Design Change Warehouse into certain warehouses directly on screen C Affected Screens: C BOM Design Change Log Screenshots: 1. Click the Material Transfer button. SmartPlant Materials Release Bulletin 21

22 C Transferring Design Change Warehouse QTY 2. Select the Line Items. 3. Click the Create MTR button. The C Material Transfer screen appears. 22 SmartPlant Materials Release Bulletin

23 Additional Form for Un-posted MIRs Additional Form for Un-posted MIRs A separate form has been created to display all the items that are not yet posted, regardless of what MIR type was used. New Screen: C Un-posted MIR Screenshot: The multi-record display is freely configurable to a high degree. This includes not only the number and order sequence of the fields but also their display width and the distance between fields. Please note that these features are only fully available if the 'No Config Change' indicator has not been set on the A Roles/Menus screen. If you open the screen, and the software cannot find a favorite configuration, all available fields are displayed. If the offered design does not suit you, you can modify it and thus create your own favorite configuration. To do so, a pop-up menu is available for each field. The entries in this pop-up menu depend on the kind of field you are positioned on. The 'Add field', 'Set column spacing', 'Multi configuration', 'Order by this field ascending', and 'Order by this field descending' entries are available for all fields. SmartPlant Materials Release Bulletin 23

24 Additional Form for Un-posted MIRs When you select 'Add field', a list of values appears that allows you to select one of the fields that are available for this screen but is not displayed at the moment. After you have selected a field, it is added just behind the field on which you have invoked the pop-up menu. Which fields are displayed on the first entry and are available for adding to a configuration depends on the use of configurations in your company. Configurations can but need not be assigned to user roles. If configurations have been assigned to a role, the availability of fields is limited to the fields that are covered by these configurations. Only if no configuration has been assigned to a role are all fields available for a user. This concept has been implemented to prevent users from accessing sensitive or confidential data such as prices or ratings. (To check whether the use of configurations has been restricted, you can use the A Roles/Menus screen or the A Configurations screen, and click the 'Show Assignments' button.) 'Set column spacing' influences the distance between the individual fields. Setting the column spacing to 0 (default value) results in a look and feel that is similar to spreadsheets. The 'Multi configuration' option allows you to compose a new configuration by performing several steps at one time. You can add or remove fields from your current configuration, change the display order, set the column spacing, and specify a name for your new configuration. If you simply want to order the data by a specific field, you just have to set the focus to this field and either select the 'Order by this field ascending' entry or the 'Order by this field descending' entry from the pop-up menu. Fields that are not required for this screen can be removed. The pop-up menu of these fields contains the additional 'Remove field' entry. Fields that can be displayed either in the non-scrollable or in the scrollable area can easily be moved from one area to the other by selecting the 'Move to scroll area' entry or the 'Remove from scroll area' entry, respectively, from the pop-up menu. For those fields where it makes sense, the 'Populate downwards' option is available. This function allows you to fill a field with the same value for all displayed records. To avoid a constant and unintended new design of the screen, the following two features are only available if the 'Drag and Drop' check box has been marked. 24 SmartPlant Materials Release Bulletin

25 Additional Form for Un-posted MIRs To change the display width of a field, you set the focus on the field, click the left mouse button, keep it pressed, move the mouse to the right or the left depending on whether you want to enlarge or to shorten the field, and release the mouse button. To support this feature visually, the pointer changes its display to a horizontal arrow with arrowheads on both sides if it is located near the end of the field. But, this feature is available at any point within the field even if the pointer layout is not changed. Drag and drop When setting the focus on a field, clicking the left mouse button, keeping it pressed, moving the mouse to the left beyond the limits of the current field, and releasing the mouse button, you shift the current field behind the field where you have released the mouse button. Drag and drop only works within the non-scrollable or within the scrollable area. To move an item from the non-scrollable to the scrollable area or vice versa, you must use the pop-up menu described above. Drag and drop does not work with moving the mouse to the right. Thus, you can only enlarge the width of a field. Please note that each time that you modify the current configuration by adding or (re)moving fields or setting the column spacing or width, a new configuration is created and saved as your favorite one. The current old configuration will not be changed because there might be other users working with this configuration who do not want the modifications you are applying. Alternatively to building one's own configuration, you can select an existing configuration from the drop-down list on the right in the toolbar. How is the favorite configuration saved and found later on? The software checks whether the current user has already called this screen with the current role in the current project and discipline and has defined a favorite configuration. If so, this configuration will be used for displaying the fields. If no favorite can be found, the software checks whether it can find a favorite for the current user, role, and project (neglecting the discipline). If again no favorite can be found, the software looks for a favorite in any project for the current user and role. Only if no favorite can be found are all available fields displayed. SmartPlant Materials Release Bulletin 25

26 Single OSD Single OSD A new screen, C Header OSDs, has been created, which will collect all OSDs for one MRR. The OSD Header will be generated automatically when the first OSD is generated. When setting the closed date, you will be asked for closing the Detail OSDs. Double-click MRR_NUMBER on the C.20.01, C , C.20.04, or C screen, and the software displays the new screen showing OSD-Header with all Details. Affected Screens: C Prepare MRR by PO C Prepare MRR by PO 2 C Prepare MRR by Release Notes C Prepare MRR by Packages C Header OSDs New Screen / New Tables: C Header OSDs m_osd_masters (osdm_id, osdm_number, mrr_id, proj_id, osdm_create_date, home_office_resp_ind, responsible_person, req_action, action_taken, osdm_closed_date) The OSDM_NUMBER is always the same as the MRR Number. m_osd_master_nls (osdm_id, nls_id, short_desc, description) Modified Screens / Tables: Table: m_osds Column osdm_id has been added. 26 SmartPlant Materials Release Bulletin

27 Single OSD Screens: C Prepare MRR by PO C Prepare MRR by PO 2 C Prepare MRR by Release Notes C Prepare MRR by Packages Double-click MRR_NUMBER, and the software calls the C Header OSDs screen. Screenshots: 1. Create an OSD. SmartPlant Materials Release Bulletin 27

28 Single OSD 2. Double-click MRR Number. The C screen appears. 28 SmartPlant Materials Release Bulletin

29 P Shipping Days P Shipping Days Here you can define the number of days that are required to get the material from one delivery place to another. This information is needed for the commercial evaluation and is connected with the ZP_SITELOC project default, which represents the location of the construction site. The project default is used for displaying the shipping days on the P Commercial Evaluation and P Commercial Evaluation for Bidders screens. Depending on the incoterm, the delivery place of a quote detail may be a long distance from the actual construction site, nearby, or even on the site itself. To be able to evaluate whether material will arrive on-site on time, the number of days required for shipping it from the delivery place to the site is needed. The number of shipping days shown in the commercial evaluation is the one determined by the delivery place of the quote detail (Delivery Place from) and the place given by ZP_SITELOC (Delivery Place to). Because the delivery place can be the site itself, it is possible to create records with the same starting and end delivery place and a number of shipping days set to zero. SmartPlant Materials Release Bulletin 29

30 P Shipping Days Associated Forms in the Software P Delivery Places 30 SmartPlant Materials Release Bulletin

31 Main Change Requests Implemented Main Change Requests Implemented 'Summarize Line Items' Check Box on P Maintain Orders is now available not only when adding quote summaries to an order but also when adding requisitions to an order. The functionality behind this check box is the same as for quotes: If the check box is not checked (default), each requisition line item results in a new order line item. If the check box is checked, the quantities are added to existing order line items if the material matches. Material is regarded as being identical if the ident code, tag number, unit of the released quantity, and group-by and summary attributes of the MTO are the same. Bid Due Date of Inquiries The bid due date of inquiries is now an optional field. With the ZP_CALC_BD project default, you can control how the bid due date of an inquiry is set. If you do not set the project default at all or if you have set it to a positive value, the calculation remains as you are used to. That is, the bid due date is the actual date plus 14 days if the project default is not set; it is the actual date plus the value of the project default if the project default is set (to a positive value) (and the project calendar is taken into account for this calculation). Now you can also enter any negative value for the project default. In this case, the bid due date is not set at all. A manual input is required instead. Technical Evaluation for Inquiry/Bid A new project default, ZP_PROP_TE, has been created. This project default is used to control how a technical evaluation for an inquiry/bid, its line items, and ident values are passed to the overview on the P Technical Evaluation screen. If the project default is set to '0' (default), the 'TE Passed' check box and 'Tech Eval Comp Date' field in the 'Overview' folder are not set automatically at all - regardless of what kind of updates are processed in the subsequent folders. If the project default is set to '1', the check box and date field are set in the overview for a bidder as soon as the 'TE Passed' check box is set for all records of that bidder in one of the subsequent folders. If the project default is set to 'A', the check box and date field are set in the overview for a bidder only when the 'TE Passed' check box is set for all records of that bidder in all subsequent folders. Please note that setting back the 'TE Passed' check box in one of the subsequent folders does not take back the setting of the check box and date field in the overview - regardless of the setting of the project default. SmartPlant Materials Release Bulletin 31

32 Main Change Requests Implemented Evaluation Cost Check Box The 'Eval Cost' check box indicating whether an attached other cost is an evaluation cost or not is now displayed in the 'Other Costs' folders on the P Maintain Orders screen on the header and line item level. This indicator cannot be modified. If the order is based on a bid and the other cost has been copied over from the bid, the setting of this check box is copied over from that bid. In all other cases, the check box is not set. Please note that the evaluation costs and the setting of the check box have already been copied over from the bid to the order in the past. They are not included in the total costs of the order. This has not changed. The only change is that this indicator now appears. Technical Evaluation Passed When setting or resetting the 'TE Passed' check box or the 'Tech Eval Comp Date' field in the 'Overview' folder on the P Technical Evaluation screen, you are now asked whether you want the 'TE Passed' check box to also be set or reset in the subsequent folders. No Bid Date and No Bid Reason Fields The 'No Bid Date' and 'No Bid Reason' fields have been added to the P Commercial Evaluation screen, in the 'Status' folder. These fields can only be modified if the 'No Bid' check box has been set on the quote summary level. When you set this check box, the date field is automatically set to the actual date. But, this value can be overwritten with any other date in the past. When you reset the check box, the date field is reset to NULL. The 'No Bid Reason' field is a free-format field in that a comment about why the 'No Bid' check box has been marked can be entered. P (Packing Lists and Boxes) screen The P (Packing Lists and Boxes) screen contains some new fields: Packing Lists: Type: Enter the type of the packing list, for example, pallet, case, skid, or carton. X,Y,Z Dimension: Specify the values for height, width, and depth of the container. Default values are 0. Dim Unit: Shows the default unit of the dimension determined at the start of the screen. Volume: Shows the calculated volume concerning the dimensions. It will be refreshed if you change any dimension. Volume Unit: Shows the default unit of the volume determined at the start of the screen. 32 SmartPlant Materials Release Bulletin

33 Main Change Requests Implemented Total Box Weight: This field shows the total box weight of the packing list in the default unit shown in the 'Weight Unit' field. You see the stored value of all boxes in the database, not necessarily what you have filtered (for example, if you have filtered the boxes in the grid). Attention: Modifications are not shown until you have saved the changes. Weight Unit: Shows the default unit of the weight determined at the start of the screen. Number of Boxes: Shows the number of boxes of the packing list. You see the stored number of all boxes in the database, not necessarily what you have filtered (for example, if you have filtered the boxes in the grid). Attention: Modifications are not shown until you have saved the changes. Boxes: Hazardous: Specifies whether the box contains hazardous material (check box set) or not (check box not set; this is the default). Comment: Enter a comment for the box. For example: The sort order of the boxes changed. Now you see the boxes sorted with numeric values instead of alphanumeric values. Old sort order: 1,11,12,13,...2,21,22... New sort order: 1,2,3,...10,11,12,...20,21,22... Copy Project Setup This functionality allows the user to copy setup data to a new project in SmartPlant Materials from an available template project. The basic aim of this functionality is to combine all the activities for setting up a new project. The functionality provides two user interfaces, one to define setup functions and another to define a project setup involving several setup functions. There is some existing functionality in the software that includes mainly Copy Setup Functionality in Admin, BOM, REQ, and MSCM. This functionality is separate and scattered throughout the software. The new functionality provides all these under one roof. The user is able to choose various setup functions from Admin, REQ, BOM, MSCM, and user-defined setup functions and is able to create a setup of his own. The names of these new screens are A Project Copy Functions and A Project Setup Copy. Unlike all other copy Setup functionalities, the new screens store the copy setup configuration (multiple ones are possible). Inquiry Progress The 'Inquiry Progress' folder has been added to the P Commercial Evaluation screen. SmartPlant Materials Release Bulletin 33

34 Main Change Requests Implemented This inquiry progress works similar to the vendor progress on the P Reference Data screen. Milestones can be used for planning activities and calculating both expected and actual progress of the inquiry. For each activity, the progress can be maintained. Based on this information, the actual progress for the complete inquiry is computed. Based on the actual start and/or end date of an activity and the actual system date, the expected progress for each activity is also calculated. The new P Shipping Days screen has been created (see V-ID2866_P1038.pdf). On this screen, you can define the number of days that are required to get from one delivery place to another. This information is needed for the commercial evaluation and is connected with the new ZP_SITELOC project default, which represents the location of the construction site. The project default is used for displaying the shipping days on the P Commercial Evaluation and P Commercial Evaluation for Bidders screens. Depending on the incoterm, the delivery place of a quote detail may be a long distance from the actual construction site, nearby, or even on the site itself. To be able to evaluate whether material will arrive on-site on time, the number of days required for shipping it from the delivery place to site is needed. The number of shipping days shown in the commercial evaluation is determined by the delivery place of the quote detail (Delivery Place from) and the place given by ZP_SITELOC (Delivery Place to). Because the delivery place may also be on the site itself, it is possible to create records with the same starting and end delivery place and the number of shipping days set to zero. The 'Shipping Days', 'Pred Contract', and 'ROS Date' fields have been added to the 'Quote Details' folder on the P and P screens. Shipping Days: Number of days that are required to get from the delivery place to the site. This number of days is retrieved from the P Shipping Days screen using the delivery place of the quote detail as 'Delivery Place from' and the value of the ZP_SITELOC project default as 'Delivery Place to'. If you double-click this field, you will see the P Pred Contract screen: 34 SmartPlant Materials Release Bulletin

35 Main Change Requests Implemented Pred Contract: (Promised) contract date that will be assigned to the order line item when creating an order. This expected contract date will be calculated regardless of the setting of the ZP_INIT_PC project default, but otherwise according to the rules described on the P Maintain Orders screen for the 'Prom Contract' field. If the sum of the predicted contract date and shipping days is greater than the ROS date or if any data are missing for this calculation, the background color of this field is set to red. ROS Date: Date when the material is required on-site. This information comes from the associated requisition line item(s). If more than one requisition line item is associated with the quote detail, the earliest ROS date is shown here. All Supplements of a Requisition A new project default, ZP_ALLSUPP, has been created. The setting of this project default controls whether data is maintained on the P Reference Data screen for all supplements of a requisition associated with an order or only the lowest supplement of a requisition cycle. If this default is set to 'Y' (default), data can be maintained for all supplements of a requisition. If this default is set to 'N', data can only be maintained for the lowest requisition supplement of each requisition cycle. On the P Reference Data screen, the 'Actual End Date' field has been added in the 'Vendor Progress' folder. The actual end date is the date when the milestone actually ended. It represents the date when an actual progress of 100% was reached. The value in this field must be maintained by the user. SmartPlant Materials Release Bulletin 35