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SmartPlant Materials How to Issue Material Version 2007.3 (6.2.4) April 2007 / September 2007 DMAR1-PE-200103A-Updated

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Page 1: SmartPlant Materials How to Issue Materialspmat.hec.co.kr/marian_webentry/Pdfs/BP-D1 - Construction How to... · SmartPlant Materials . How to Issue Material . Version 2007.3 (6.2.4)

SmartPlant Materials How to Issue Material

Version 2007.3 (6.2.4) April 2007 / September 2007 DMAR1-PE-200103A-Updated

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Copyright Copyright © 2004-2007 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- Restricted Rights clause at 52.227-19 of the Federal Acquisition Regulations (“FAR”) and its successors, and is unpublished and all rights are reserved under the copyright laws of the United States.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 252.227-7014 and the rights of the Government are as specified at DFARS 227.7202-3. Unpublished – rights reserved under the copyright laws of the United States. Intergraph Corporation Huntsville, Alabama 35894-0001

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 of Intergraph Corporation. Aspen Zyqad is a trademark of AspenTech. Oracle is a registered trademark of the Oracle corporation. Microsoft and Windows are registered trademarks of Microsoft Corporation. Other brands and product names are trademarks of their respective owners.

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Table of Contents

Table of Contents Introduction ........................................................................................................................4

C.20.21 MIR by Reservation (using ‘Populate Reservation’) ........................................5 Related Screen Fields ...................................................................................................6

Block: ‘Material Issue Report’ ............................................................................................ 6 Block: ‘Inventory Issues’ .................................................................................................... 6

Using the Option ‘Populate Reservation’ .....................................................................8 C.20.R.21 Issue Receipt by Ident ........................................................................................ 9

MIR by Reservation (Selecting BOMs using LOV) ......................................................11 C.20.21.01 MIR by Reservation Totals ......................................................................13

Explanation of Fields ........................................................................................................ 13 C.20.22.01 Prepare MIR by BOM Commodity ..........................................................15

Explanation of Fields ........................................................................................................ 16 C.20.22.02 Prepare MIR by BOM Commodity (Group by) .......................................21

C.10.23 Indicated Items and Sorting ................................................................................. 21 Explanations of Fields....................................................................................................... 21

C.20.22.02 Prepare MIR by BOM Commodity (Group by) .......................................24 Explanations of Fields....................................................................................................... 26

C.20.23.01 MIR by Direct Issue .................................................................................28 C.20.24 Post MIR from Inventory ..............................................................................30

Explanation of Fields ........................................................................................................ 30 C.20.33 Issue Tools ....................................................................................................32

Explanation of Fields ........................................................................................................ 32 C.20.28 Reallocate Issues ...........................................................................................33

Explanation of Fields ........................................................................................................ 33

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0BIntroduction

Introduction This document covers the process of issuing materials at construction sites. Using piping as a core discipline, examples are presented for issuing materials based on reservation runs and work packages as well as direct issues.

The document also covers the subject of over-issues (to sub-contractors) and management of issued materials reported missing, lost, or damaged.

Major topics include:

• MIR based on Reservations • MIR by Direct Issues • MIR by BOM Commodity • Manage Over-Issue • Reallocate Materials • Issue Tools

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C.20.21 MIR by Reservation (using ‘Populate Reservation’)

Refer to the Forecasts and Reservations document for details on reservation runs. There are two ways to issue material after a reservation run has been made:

• MIR by reservation • MIR by BOM commodity After a reservation run is completed, you must perform the following steps to issue material based on the results of the reservation run.

• Open screen C.20.21, and fill in the issue date using a reservation code (use LOV).

• Select a subcontractor and the over-issue warehouse that is assigned to the

subcontractor.

• You now click Populate Reservation to populate the reservation run, or you

can select each ISO sheet individually by entering LOV in the BOM Path field.

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1BC.20.21 MIR by Reservation (using ‘Populate Reservation’)

Related Screen Fields

Block: ‘Material Issue Report’ All material reserved by a reservation run can be issued. The Material issue report number is created by a MIR rule (C.10.08), which is predefined and assigned to the user (C.10.21) currently logged on.

MIR Number -- Name (code, number) of the MIR. System created number by a predefined MIR Rule (C.10.08).

Split Result -- Value of the split type.

Overissue Warehouse -- Name (code) of the warehouse to use for overissue. This field is only mandatory if you insert a higher issue quantity than the List Pos Quantity. You can define overissue warehouses with assign companies to a warehouse on C.10.02 Warehouses.

Revision -- If the project default ZC_REV_ALL is set to YES, all inventory issues with lower MIR revision are included. If you change an issue quantity, the Set the Qty indicator is changed to YES and only these lines will be revised and posted to the inventory.

Post -- Post the material issue to the inventory. Before the material is posted to the inventory, it will be checked for consistency in heat numbers. SmartPlant Materials does not allow the issue of material from inventory that has heat numbers associated if there are fewer (or none) heat numbers on the issue than in the inventory.

For example, if ident 5000 is on a BOM with a quantity of 10, and this ident was received with a total quantity of 50. 20 were received with heat numbers and 30 without heat numbers. The MIR must include 10 idents that were received with heat numbers. SmartPlant Materials would not allow the issue of 9 idents with heat numbers and one without if 10 are available in inventory.

If you post a Revision higher than 0 without heat numbers that had a previous revision with heat numbers, then the previous revision heat numbers will be set to 0.

Block: ‘Inventory Issues’ There are two main ways to select the data:

1. Automatic Insert -- Pick the reserved positions after clicking Populate Reservation and automatically get all reserved positions with their combinations of warehouse/location/status.

2. Manual Insert -- Select the reserved positions by using the list of values (Multi-Select-LOV function) and choose positions out of the reservation to be issued.

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On-Hand Quantity – On-hand quantity displays the amount of material that can be issued. In the case of issue by reservation, the reserved amount of material is not regarded in this amount. On this form, the on-hand quantity displays how much more material can be issued as scheduled. When you want to issue more material as scheduled, max. List Pos quantity will issue. The difference will transfer as overissue in the overissue warehouse. You must select in the header.

Overissued Quantity -- After the material is posted to the inventory, the overissue quantity is displayed. This is the quantity that was going to the defined overissue warehouse. This quantity cannot be revised.

Revision -- You can revise every position issued in Rev 0 by creating a new revision. Use LOV functionality to select a position to be revised (Multi-Select-LOV). You can create as many revisions as necessary. Every revision overwrites the amount of the last issue within this MIR-Number. Input of 0 means issue of this position within this MIR-Number is cancelled. You cannot revise overissues.

Issue Quantity -- If the project default ZC_QTYRECV is set to Y, the issue quantity is filled with the reserved quantity of this list position. If you want to issue more than the reservation, you can add quantity of the on hand quantity to the reserved quantity. With N as project default, the issue quantity is set to 0. You can overwrite the issue quantity up until the material issue is posted to inventory.

Issued Quantity -- Quantity can be manipulated by using the project default (A.20.12) ZC_QTYRECV. The default for ZC_QTYRECV is Y, which means the amount of issued quantity will be the reserved quantity of the selected item in its combination warehouse/site/status and unit. (This is only valid when revision = 0. If the revision > 0, the prefill will be always 0, equal to how ZC_QTYRECV is defined.) If the project default changes to N, the prefill in this field is 0.

Ident Short Description -- The ident short description is derived by calling the CIP-procedure m_pck_std_custom.ident_desc (ident, nls). It is a non-database field.

Attributes 1-5 -- Attributes attached to an inventory item are displayed here. The source of inventory item attributes is defined as group-by attributes during setup of the MTO (R.10.41 and R.10.51). When requisitions are created by the MTO, attributes are derived out of BOM data. The resulting requisition line items are split up for each distinct value of such an attribute. These attached attributes and their values are carried throughout the SmartPlant Materials workflow. You can view them as attached attributes in several requisition, procurement, and site control screens.

MTO attributes will finally become inventory item attributes if the project default ZC_RCVATTR is set to 'Y'. Otherwise, these attributes will NOT be carried over to the inventory.

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1BC.20.21 MIR by Reservation (using ‘Populate Reservation’)

Using the Option ‘Populate Reservation’ After clicking Populate Reservation, all ISO sheets with reserved material are displayed in the Inventory Issues section.

If you scroll to the right you will see:

1. The actual reserved quantity (equal to the quantity of the ISO if enough material is available).

2. Manual reserved quantity. 3. List possible issued quantity (from previous issues). 4. Commodity code and size(s).

5. Warehouse, location, and receiving status. 6. Quantity unit, on-hand quantity, and overissue quantity.

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7. Issued quantity (quantity that will be issued if posted).

When the reservation run was made, the SmartPlant Materials user issued two reports to the warehouse personnel to physically issue the material:

C.20.R.21 Issue Receipt by Ident

C.20.R.23 Issue Receipt by Drawing

Warehouse personnel manually marked up these reports to indicate the actual quantities that were issued and the location from which they were pulled. The same ident can be in two different locations. These marked-up reports are now used to enter the issued quantities in the Issued Quantity field in SmartPlant Materials.

C.20.R.21 Issue Receipt by Ident

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1BC.20.21 MIR by Reservation (using ‘Populate Reservation’)

The following illustration shows where the warehouse personnel entered the quantity that was actually issued.

Page 2

SmartPlant Materials user enters or verifies the issue quantity depending on the setting of Proj. default ‘ZC_QTYRECV’. If set to Y, the issue quantity shown here will be equal to the reserved quantity. If set to N, the field will contain a 0 (zero) and the issued quantity must be entered.

Instead of populating the reserved nodes, you have the option of selecting individual BOMs using the LOV function.

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MIR by Reservation (Selecting BOMs using LOV)

• The first block is filled out as described in the previous section. After that, use LOV in the Bom Path field.

• Select the nodes (ISOs) for which you want to issue material by checking the

Sel box. • Click Fill.

In the following example, only one ISO is selected.

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2BMIR by Reservation (Selecting BOMs using LOV)

• Next, the SmartPlant Materials user must enter the issued quantity.

To find out what was actually issued, use the Material Issue by Drawing report. The Pulled Qty field displays the issued quantity that was entered by warehouse personnel.

Pipe is an exception:

Warehouse personnel normally issue single or double random length pipe (in Europe 6 or 12 meters). Instead of cutting up the required length, pipe is normally overissued. In the previous example, 45.503 feet are required for the ISO. The warehouse will issue 48 feet. The balance is automatically stored in the subcontractors over-issue warehouse after the MIR is posted.

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C.20.21.01 MIR by Reservation Totals • Click the Inv Issue Totals button.

Overissue quantity

Explanation of Fields

Block ‘Group Inventory Issues’ Group Inventory Issues displays the sum of reserved, issued, and over-issued quantities of all details to one Material Issue Report (C.20.21). The inventory issue totals are grouped by warehouse, location, receiving status, unit, commodity code, and the sizes 1 to 5.

You can update the Sum Actual Issued Qty (max Sum On Hand Qty). The detail quantities will be updated. The system will allocate the total overissue quantity to the selected nodes.

Sum Over issued Qty -- Sum of the overissue quantity from the MIR. Overissue quantity means the difference between list pos quantity and issue quantity. After you post the material to the inventory, the overissue quantity is displayed. This is the quantity that has been transferred to the defined overissue warehouse. This quantity cannot be revised.

Update Inventory Issues -- You can update the details in the second block by manually changing the Sum of Actual Quantity (cannot be greater than Sum On Hand Quantity). Click Update Inventory Issues. The BOM quantities in the second block are automatically updated.

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2BMIR by Reservation (Selecting BOMs using LOV)

Block ‘Inventory Issues’ Allows you to update the issued quantity and the issue date on the details; the changed records will be updated in C.20.21 as well. You can post the MIR to inventory with the Post button in C.20.21. After double-clicking on a detail, you see a second window in which all BOMs where this material is used are displayed.

Issued Quantity -- Quantity can be manipulated by using the project default (A.20.12) ZC_QTYRECV. The default for ZC_QTYRECV is Y, which means the amount of issued quantity will be the reserved quantity of the selected item in its combination warehouse/site/status and unit. (Only valid when revision = 0. If the revision > 0, the prefill will always be 0, equal to how ZC_QTYRECV is defined.) If the project default changes to 'N', the prefill in this field is 0.

Overissue Qty -- Overissue quantity is the difference between list pos quantity and issue quantity. After the material is posted to the inventory, the overissue quantity is displayed. This is the quantity that was going to the defined overissue warehouse. This quantity cannot be revised.

Revise Overissue Qty -- Revise Overissue Quantity.

Issue Date -- Date when the material was issued.

Ident Short Description -- The ident short description is derived by calling the CIP-procedure m_pck_std_custom.ident_desc (ident, nls). It is a non-database field.

Attribute 1 -- Attributes attached to an inventory item are displayed here. The source of inventory item attributes is defined as group-by attributes during set-up of the MTO (R.10.41 and R.10.51). When requisitions are created by the MTO, attributes are derived out of BOM data. The resulting requisition line items are split up for each distinct value of such an attribute. These attached attributes and their values are carried through all of the SmartPlant Materials workflow. You can view them as attached attributes in several requisition, procurement, and site control screens. MTO attributes will finally become inventory item attributes if project default ZC_RCVATTR is set to 'Y'. Otherwise, these attributes will not be carried over to the inventory.

Attributes 2 thru 5 -- Values for attributes 2 -5.

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C.20.22.01 Prepare MIR by BOM Commodity The purpose of this function is to allow the user to select individual ISOs in order to issue material.

• Fill in the top part as described previously.

• Select an ISO using the LOV function.

SmartPlant Materials changes to the Work Breakdown Screen:

Select an ISO and click OK.

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2BMIR by Reservation (Selecting BOMs using LOV)

The Node will be inserted:

Now use LOV to select the reserved positions:

This color indicates that heat numbers exist for this item.

Explanation of Fields

Block: ‘Inventory Issues’ • Issue inventory items after picking an end node of the BOM. There are two

main ways to select the data. • Automatic insert -- Pick the BOM position after clicking Populate List

Nodes and automatically get all list positions with their combinations of warehouse/location/status.

• Manual insert: (Used in this document) -- Pick the BOM position by using the list of values function (also available as double-click on this field). Move cursor to the ListPos field. Use list of values function (also available as double-click on this field) and choose list positions to be issued. Use the DUP ITEM function to copy BOM position for input of next issue, when you want to issue further on positions of this BOM.

On-Hand Quantity – On-hand quantity displays the amount of material that can be issued.

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R to ISS Quantity -- This information shows how much material in the warehouse belongs to the BOM position you want to issue. This information represents the maximum amount you can issue for this position out of the combination of warehouse/location/status. If project default ZC_QTY_RECV = 'YES', then Default Issue QTY will be set to maximum R to Iss Quantity. If not enough on-hand quantity is available, then the issue quantity will be set to the on-hand quantity.

Overissued Quantity -- After you post the material to the inventory, the overissue quantity is displayed. This is the quantity that was going to the defined overissue warehouse. This quantity cannot be revised.

Revision -- You can revise every position issued in Rev 0 by creating a new revision. You can create as many revisions as necessary. Every revision overwrites the amount of the last issue within this MIR-Number. An input of 0 means that every issue in this MIR-Number is cancelled.

Issue Quantity -- If the project default ZC_QTYRECV is set to Y, the issue quantity is filled with the required quantity of this list position minus the already issued quantity. If the on-hand quantity of the inventory location is not big enough, the issue quantity is reduced to the amount of the on-hand quantity. Otherwise, it will be set to 0. You can, however, overwrite the issue quantity up until the material issue is posted to inventory. The issue quantity will be reserved in the inventory (insert and update and unreserved if the inventory issue will be deleted or posted) until the MIR will be posted.

List Node -- If the background color of this field is magenta instead of white it indicates that heats in C.20.25 exist for this line item.

MLD (Miss, Lost or Damaged) Processing -- MLD Register Type is only used for MIRs with Issue Type in Miss, Lost or Damaged. The default value for the MLD Type is always Register and Reissue (for MIR of type Regular the value is always NULL).

MLD Types include:

• Register and Reissue -- the MLD is registered (with this MIR) and a new quantity is issued. You can only insert the MLD Quantity and the Issue Quantity.

• Register Only -- Only register the MLD. You can only insert the MLD Quantity. After you have posted the MIR, the inventory will not be updated.

Use OI to compensate. You can insert a quantity (max Overissue On-hand Qty) to compensate the MLD. After you have posted the MIR, the quantities are issued against the overissue warehouses (MLD Qty) and the inventory warehouse (Issue Qty). The overissue quantity will be revised for the company in old MIRs.

R to Iss Quantity -- Required quantity of the list position (reserved quantity of the list position) issue quantity of the list position.

Warehouse -- You can select all warehouses that are assigned to you in C.10.03 Warehouses to User. If the project default ZC_MULT_WH is set to Y, you can assign only warehouses that have checked the Multiple Selection indicator in C.10.02 Warehouses to the MIR.

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2BMIR by Reservation (Selecting BOMs using LOV)

OI On-Hand Qty -- Sum of the Overissue On-hand quantity.

Total Overissue Qty -- Total Overissue Qty that can be used to compensate a MLD Quantity.

SUM Issue/OI Qty -- SUM of Issued and Overissued quantity for the company.

MLD Qty -- Miss, Lost, or Damaged quantity that will be registered. Only insert- or updateable if the MIR Issue Type is in (Miss, Lost or Damaged). The MX MLD Qty is equal to the Sum Issued/OI Qty.

Used Overissue Qty -- Miss, Lost or Damaged quantity can be compensated with overissue quantities that were made in previous MIRs for the company. Only insert- or updateable if the MIR Issue Type is in (Miss, Lost or Damaged) and the MLD Type is 'Use OI to compensate'. The max quantity of the Used Overissue Qty is equal to the Overissue On-hand Qty and the MLD Qty.

On-Hand Quantity – On-hand quantity = received quantity - reserved quantity - issued quantity.

Issued Quantity -- Quantity of issued material. Issued quantity can be manipulated by using the project default (A.20.12) ZC_QTYRECV. The default for ZC_QTYRECV is 'Y', which means, the amount of issued quantity will be the BOM quantity. (Only valid when revision = 0. If the revision > 0, the prefill will be always 0, equal how ZC_QTYRECV is defined.)

If the project default changed to 'N', the prefill in this field is 0. The issue quantity is reserved in the inventory (insert and update and unreserved if the inventory issue is deleted or posted) until the MIR will be posted.

Overissue Qty -- Overissue quantity means the difference between list pos quantity and issue quantity. After the material posted to the inventory, the overissue quantity is displayed. This is the quantity that was going to the defined overissue warehouse. This quantity cannot be revised.

Revise Overissue Qty -- Revise Overissue Quantity is set if a MIR was revised by a higher revision, or by used quantity C.20.22 MIR By BOM Commodity for MLD issues.

Qty changed – Indicates which quantity is not equal to the quantity in the last revision.

Issue Date -- Date when the material is issued.

Ident Short Description -- The ident short description is derived by calling the CIP-procedure m_pck_std_custom.ident_desc (ident, nls). It is a non-database field.

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Attribute 1 -- Attributes attached to an inventory item are displayed here. The source of inventory item attributes is defined as group-by attributes during MTO setup (R.10.41 and R.10.51). When requisitions are created by the MTO, attributes are derived out of BOM data. The resulting requisition line items are split up for each distinct value of such an attribute. These attached attributes and their values are carried through the entire SmartPlant Materials workflow. You can view them as attached attributes in several requisition, procurement, and site control screens.

MTO attributes will finally become inventory item attributes if project default ZC_RCVATTR is set to Y. Otherwise, these attributes will not be carried over to the inventory.

Attributes 2 – 5 -- Value for the second attribute 2 – 5. C.20.25.02 Issued Heat Numbers by BOM.

• To issue material with associated heat numbers, open screen C.20.25.02 from the Fastcall menu.

• Select the Node and MIR number:

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2BMIR by Reservation (Selecting BOMs using LOV)

• Select the heat number that the warehouse personnel have physically issued. The information should be on Report C.20.R.23 Issue Receipt by Drawing (used by warehouse personnel to issue material).

• Enter the issued quantity and select the next position. • After returning to C.20.22.01 MIR by BOM Commodity, all positions for

which heat numbers have been issued are shown in pink. MIR must now be posted.

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C.20.22.02 Prepare MIR by BOM Commodity (Group by)

The function of this screen is similar to C.20.22.01 MIR by BOM Commodity. In addition, it allows you to group Material Issue Reports by attribute values. The attributes to be used must be entered in C.10.23 Indicated Items and Sorting.

C.10.23 Indicated Items and Sorting

User-defines criteria.

In the previous example above, the attribute FAB_CAT is selected.

Explanations of Fields

Block: Indicated Items and their Sorting Order Here you can define a structure for fields, which will be displayed on C.20.22.02 MIR By BOM Commodity 2.

There are five different used types for the structure:

Ind Attr Sel (left side) It is possible to input five BOM position attributes (order seq must be between 1 and 5) for the left spread table in the second block. You can define a hint text for the selected attribute, which will be displayed as hint text of the field. Available attributes are all attributes of table M_DISCIPLINE_ATTRS.

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2BMIR by Reservation (Selecting BOMs using LOV)

Ind Add BOM field (left side) It is possible to input five additional BOM fields (order seq must be between 1 and 5) for the left spreadsheet in the second block. You can define a hint text for the selected field, which will be displayed as hint text of the field. Available fields are:

• Group Code • Item Type • List Status • Node Type • Object Code • Option Code • Part Code • Rev1 • Rev2 • Short Code • Spec Code Status

If you select the Node Type field, you can input a value for the node type (in the Node Type field). This defined node type is used as a prompt for the field in C.20.22.02. If a parent node has this node type, then you see the name (code) of the List Node as value. If no parent List Node is found for this defined node type, then you see '/' as the value.

Ind Attr Sel (right side) It is possible to input five BOM position attributes (order seq must between 1 and 5) for the right spreadsheet in the second block. You can define a hint text for the selected attribute, which will be displayed as hint text of the field.

Available attributes are all attributes of table M_DISCIPLINE_ATTRS:

• Sort Order 1 • Sort Order 2 You can define a sort order for the BOM Path, additional BOM fields, or the BOM attributes (1 to 9 fields, max 255 characters for the order by clause).

Seq -- The order seq can have values between 1 and 5 per used type. For the Sort Order 1 and 2, you can enter values between 1 and 9.

Used Type -- There are five different used types for the structure:

• Ind Attr Sel (left side) -- Fields 1-5 of left spreadsheet. • Ind Add BOM field (left side) -- Fields 6-10 of left spreadsheet. • Ind Attr Sel (right side) -- Fields 1-5 of right spreadsheet. • Sort Order 1 -- Sort order selection in first block. • Sort Order 2 -- Sort order selection in first block.

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Attribute -- Name (code) of the BOM position attribute.

Field -- Allows you to select additional BOM fields (if used type = Ind Add BOM field (left side)). Available fields are:

• Group Code • Item Type • List Status • Node Type • Object Code • Option Code • Part Code • Rev1 • Rev2 • Short Code • Spec Code • Status Node Type -- Name (code) of the list structure.

Tip • You can select hint text for the attributes or additional BOM fields that will

also be displayed as hint text on the screen. Asc / Desc -- Ascending or descending for sort order selection.

Field Type -- Field Type for the order by clause. Available types are:

• BOM Path • BOM Table Field • BOM Attribute • BOM Field Attr Field -- All available attributes for the Sort Order statement.

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C.20.22.02 Prepare MIR by BOM Commodity (Group by) C.20.22.02 Prepare MIR by BOM Commodity (Group by)

• The Material Issue Report block must be filled out as described in the

previous section. Afterwards, you can populate the MIR either by LOV or by tree.

• Populate by LOV:

• Window 3 opens to the enter query mode. Use LOV to make your selection.

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• Populate by tree.

• With this method the WBS screen opens up. Select the desired node and click

OK.

The selected nodes are populated, and the values of the selected attribute (which in our example is FAB_CAT), are displayed in this view.

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Explanations of Fields

List Positions List positions that will be issued. This block is grouped by List Pos. If the project default ZC_QTYRECV is set to YES, then the default issue quantity (Revision 0) is set to R to Iss Qty (List Pos quantity - List Pos Issue quantity). If you change the issue quantity total, then the forecasted inventory and quantities will be assigned to the inventory items. If you have changed the issue quantity total in a revision to > 0, then the field will be highlighted in cyan (this is only for information). The issue quantity will be reserved in the inventory (insert and update and unreserved if the inventory issue will be deleted or posted) until the MIR will be posted.

Attribute 1 (left side) -- Attribute 1 (left side, defined in C.10.23) In our example, FAB_CAT.

Issued Qty Total -- Sum of the issue quantity of the multiple inventory items. If the project default ZC_QTYRECV is set to Y, the issue quantity will be filled with the required quantity of this list position, minus already issued quantity. If the on-hand quantity of the inventory location is not big enough, the issue quantity will be reduced to the amount of the on-hand quantity. Otherwise, it will be set to 0. The user can overwrite the issue quantity up until the material issue is posted to inventory. If you change the issue quantity total, then the software will forecast the inventory and the quantities would be assigned to the inventory items.

If you have changed the issue quantity total in a Revision to > 0, then it will highlight the field in cyan (this is only for information). The issue quantity will be reserved in the inventory (insert and update and unreserved if the inventory issue will be deleted or posted) until the MIR will be posted.

Sum On Hand Qty -- Sum of the on-hand quantity of the multiple inventory items.

This information shows how much material in the warehouse belongs to the BOM position you want to issue. This information represents the maximal amount you can issue for this position out of the combination of warehouse/location/status. If the on-hand quantity is greater than the R to Iss Quantity, it will be reduced to the R to Iss Quantity.

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You should now run the report C.20.R.23 Issue Receipt by Drawing for the warehouse personnel to enter the pulled quantities.

By selecting sort order 1, the records are sorted by BOM path (i.e., ISO sheets). In this way you have a direct relation to the report used by the warehouse personnel.

• You can now enter the issued quantities and post the report.

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C.20.23.01 MIR by Direct Issue • The purpose of this screen is to allow you to issue material by idents. This is a

simple issue with no link back to a BOM or reservation run. In a practical sense, this means that it could be used to issue tag items.

• The following example shows how a compressor could be issued. The top part of this screen is filled out like described before. After that, use LOV on the Ident Code field.

All received idents show up:

• Select Enter Query Mode, and type in the tag number of the compressor.

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• Now run the query.

SmartPlant Materials returns to Window 1 of this screen.

Activate the select check box and click Fill In.

• Enter the issue quantity and post the report.

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C.20.24 Post MIR from Inventory All MIRs that were not posted at the time they were created can be posted on this screen.

Explanation of Fields

Unposted Material Issue Reports Displays the unposted MIRs. You can select which will be posted (Default = All are not selected/unchecked).

MIR Number -- Name (Code, Number) of the MIR.

Rev -- Revision of this MIR.

Post -- Check this checkbox for all MIRs you want to post to the inventory. You cannot check this checkbox if an overissue warehouse and location are missing for the MIR. This can occur if you want to issue more material than the list pos quantity - list pos issue quantity. Or, one list pos is more than the time on the MIR and the Sum of the issue quantity is greater than the list pos quantity - list pos issue quantity.

Posted Date -- Date when the MIR was posted.

Issue Type -- Issue Type of the MIR. Available Types are: Regular, Miss, Lost, Damaged.

MIR Create Date -- Date when the MIR was created.

Select the MIR that needs to be posted by checking the Post check box. Then click Post. After posting, the inventory quantities are reduced by the issued quantities.

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Short Desc -- Short description for the MIR.

Issue Date -- Date when the MIR was issued.

Issue By -- Who issued the material.

Post -- If checked, this MRR is posted to inventory. Before the material is posted to the inventory, it is checked. You cannot issue a quantity that contains Heat quantities from the inventory without Heat Issue or to less quantities of Heat Issue. If you post a revision greater than 0 without Heat Numbers, the lesser revision will contain Heat Numbers, then will set the issued Heat Quantities from the lesser Revision to 0.

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C.20.33 Issue Tools

This tool log is used to track hand tools and other reusable equipment.

Explanation of Fields

Block: Tools Tool Number -- Number uniquely identifying the tool onsite.

Tool Location -- The trailer\tool room bin location of this tool.

Unit -- Column definition derived from attribute unit code.

Current On-Hand Qty -- Current on-hand quantity is calculated as follows: Sum (Received Qty) – Sum (Issued Qty) + Sum (Return Qty).

Block: Tool Issues This block shows which quantities of the tool were issued and returned:

Seq -- An internal sequence number to separate issues/returns.

Issued Quantity -- Tool quantity issued.

Issue To – To whom the tool was issued.

Issue Date -- Date the tool was issued.

Return Quantity -- Quantity returned.

Return Date -- Date the tool was returned.

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C.20.28 Reallocate Issues

This screen allows you to reallocate material from one ISO to another after the material has been issued.

Prerequisites include:

1. The same ident must exist on both ISOs. 2. There must be a shortage on the target ISO of that ident.

Explanation of Fields

Reallocate Issues Only data from posted MIRs is available in this block. Issue data used must be in context of BOM path and list position. Therefore only issues by reservation (C.20.21) or BOM (C.20.22 and C.20.22.02) are listed. This block shows the list position information and the reallocated quantities.

BOM Path Source BOM Path (where you can allocate from).

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List Node Source structure element name (node name) from the BOM. When using the list of values, screen B.20.01 BOM LOV is called. This LOV only contains those list nodes that have been selected for site for the discipline you are logged in. This assignment is made in screen C.10.18 Site BOM Setup Nodes. On this screen, you can select BOM sets defined in the R.10.31 BOM Setup Nodes screen and thus reduce the number of list nodes that are available for site. You can only select nodes that are included in the selected BOM sets. If no setup has been defined in the C.10.18 screen, all list nodes (of your login-discipline and its queryable disciplines) are displayed. In this case any node can be selected.

Pos Unique position within this structure-element.

List Pos Qty Source list pos quantity.

Max Reallocate Issued Qty Max Reallocate Issue Qty. You cannot insert more than this quantity for the Reallocate Issue Qty.

Max Reallocate Reserved Qty Maximum Reallocate Reserve Quantity. You cannot insert more than this quantity for the Reallocate Reserve Quantity.

Resv Qty Reserved Quantity of the source list position.

Issue Qty Issued Quantity of the source list position.

TAG Number TAG Number for the source and destination list position.

Unit Name (code) of the unit.

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BOM Path Destination BOM path.

List Node Destination structure element name (node name) from the BOM. When using the list of values, the B.20.01 BOM LOV screen is opened. This LOV only contains those list nodes that have been selected for site for the discipline you are logged in. This assignment is made on the C.10.18 Site BOM Setup Nodes screen. On this screen, you can select BOM sets defined in the R.10.31 BOM Setup Nodes screen and thus reduce the number of list nodes that are available for site. You can only select nodes that are included in the selected BOM sets. If no setup has been defined in the C.10.18 screen, all list nodes (of your login-discipline and its queryable disciplines) are displayed. In this case any node can be selected.

Pos Unique position within this structure-element.

List Pos Qty Destination list position quantity.

Resv Qty Reserved quantity of the destination list position.

Issue Qty Issued Quantity of the destination list position.

Unit Name (code) of the unit.

Reallocate Resv Qty Reserved Quantity to be reallocated. You can distribute (in the next block) the quantity to several reservation runs (if existing). If you do not distribute the quantity, then SmartPlant Materials will distribute the quantity automatically (random). You can only insert the Max Reallocate Reserved Qty. After you have post the MRI, you will always see the distributed quantities in the next block (distributed by user or distributed by SmartPlant Materials).

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Reallocate Issue Qty Issue Quantity to be re-allocated. You can distribute (in the next block) the quantity to several MIRs with several inventory items (if existing). If you do not distribute the quantity, then SmartPlant Materials will distribute the quantity automatically (random). You can only insert the Max Reallocate Issue Qty. This can be different to the List Position Issue Qty because the issue against the BOM was made for another company, or the List Position exists on an unposted MIR. After you have posted the MIR, you will always see the distributed quantities in the next block (distributed by user or distributed by SmartPlant Materials).

Ident Code Name (code) of the ident.

Commodity Code Name (code) of the commodity.

Sizes 1 – 5:

• Create MIR number in the top part of the screen and then go to bottom part. • Select the source and destination nodes and positions. • Enter the quantity to be reallocated. • Post.