smartplant materials a-z training - material receiving on site

SmartPlant Materials A-Z Training - Material Receiving on Site

Version 2011 SP7 (7.0.7)

October 2012

DMAR1-TE-100013A

Copyright Copyright © 2012 Intergraph® Corporation. All Rights Reserved. Intergraph is part of Hexagon.

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 from Intergraph Corporation.

U.S. Government 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- Restricted Rights clause at 52.227-19 of the Federal Acquisition Regulations ("FAR") and its successors, and is unpublished and all rights are reserved under the copyright laws of the United States.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Unpublished - rights reserved under the copyright laws of the United States.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 300 Intergraph Way Huntsville, AL 35813

Documentation Documentation shall mean, whether in electronic or printed form, User's Guides, Installation Guides, Reference Guides, Administrator's Guides, Customization Guides, Programmer's Guides, Configuration Guides and Help Guides delivered with a particular software product.

Other Documentation Other Documentation shall mean, whether in electronic or printed form and delivered with software or on Intergraph Smart Support, SharePoint, or box.net, any documentation related to work processes, workflows, and best practices that is provided by Intergraph as guidance for using a software product.

Terms of Use a. Use of a software product and Documentation is subject to the End User License Agreement ("EULA") delivered with the

software product unless the Licensee has a valid signed license for this software product with Intergraph Corporation. If the Licensee has a valid signed license for this software product with Intergraph Corporation, the valid signed license shall take precedence and govern the use of this software product and Documentation. Subject to the terms contained within the applicable license agreement, Intergraph Corporation gives Licensee permission to print a reasonable number of copies of the Documentation as defined in the applicable license agreement and delivered with the software product for Licensee's internal, non-commercial use. The Documentation may not be printed for resale or redistribution.

b. For use of Documentation or Other Documentation where end user does not receive a EULA or does not have a valid licenseagreement with Intergraph, Intergraph grants the Licensee a non-exclusive license to use the Documentation or Other Documentation for Licensee’s internal non-commercial use. Intergraph Corporation gives Licensee permission to print a reasonable number of copies of Other Documentation for Licensee’s internal, non-commercial. The Other Documentation may not be printed for resale or redistribution. This license contained in this subsection b) may be terminated at any time and for any reason by Intergraph Corporation by giving written notice to Licensee.

Disclaimer of Warranties Except for any express warranties as may be stated in the EULA or separate license or separate terms and conditions, Intergraph Corporation disclaims any and all express or implied warranties including, but not limited to the implied warranties of merchantability and fitness for a particular purpose and nothing stated in, or implied by, this document or its contents shall be considered or deemed a modification or amendment of such disclaimer. 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, Documentation and Other Documentation discussed in this document are furnished under a license and may be used or copied only in accordance with the terms of this license. 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.

2 SmartPlant Materials A-Z Training - Material Receiving on Site

Limitation of Damages IN NO EVENT WILL INTERGRAPH CORPORATION BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL INCIDENTAL, SPECIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO, LOSS OF USE OR PRODUCTION, LOSS OF REVENUE OR PROFIT, LOSS OF DATA, OR CLAIMS OF THIRD PARTIES, EVEN IF INTERGRAPH CORPORATION HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

UNDER NO CIRCUMSTANCES SHALL INTERGRAPH CORPORATION’S LIABILITY EXCEED THE AMOUNT THAT INTERGRAPH CORPORATION HAS BEEN PAID BY LICENSEE UNDER THIS AGREEMENT AT THE TIME THE CLAIM IS MADE. EXCEPT WHERE PROHIBITED BY APPLICABLE LAW, NO CLAIM, REGARDLESS OF FORM, ARISING OUT OF OR IN CONNECTION WITH THE SUBJECT MATTER OF THIS DOCUMENT MAY BE BROUGHT BY LICENSEE MORE THAN TWO (2) YEARS AFTER THE EVENT GIVING RISE TO THE CAUSE OF ACTION HAS OCCURRED.

IF UNDER THE LAW RULED APPLICABLE ANY PART OF THIS SECTION IS INVALID, THEN INTERGRAPH LIMITS ITS LIABILITY TO THE MAXIMUM EXTENT ALLOWED BY SAID LAW.

Export Controls Intergraph Corporation’s software products and any third-party Software Products obtained from Intergraph Corporation, its subsidiaries, or distributors (including any Documentation, Other Documentation or technical data related to these products) are subject to the export control laws and regulations of the United States. Diversion contrary to U.S. law is prohibited. These Software Products, and the direct product thereof, must not be exported or re-exported, directly or indirectly (including via remote access) under the following circumstances:

a. To Cuba, Iran, North Korea, Sudan, or Syria, or any national of these countries. b. To any person or entity listed on any U.S. government denial list, including but not limited to, the U.S. Department of Commerce

Denied Persons, Entities, and Unverified Lists, http://www.bis.doc.gov/complianceandenforcement/liststocheck.htm, the U.S. Department of Treasury Specially Designated Nationals List, http://www.treas.gov/offices/enforcement/ofac/, and the U.S. Department of State Debarred List, http://www.pmddtc.state.gov/compliance/debar.html.

c. To any entity when Licensee knows, or has reason to know, the end use of the Software Product is related to the design, development, production, or use of missiles, chemical, biological, or nuclear weapons, or other un-safeguarded or sensitive nuclear uses.

d. To any entity when Licensee knows, or has reason to know, that an illegal reshipment will take place. e. Any questions regarding export or re-export of these Software Products should be addressed to Intergraph Corporation’s Export

Compliance Department, Huntsville, Alabama 35894, USA.

Trademarks Intergraph, the Intergraph logo, Intergraph Smart, PDS, SmartPlant, SmartMarine, FrameWorks, I-Sketch, IntelliShip, ISOGEN, SmartSketch, SPOOLGEN, SupportManager, and SupportModeler are trademarks or registered trademarks of Intergraph Corporation or its subsidiaries in the United States and other countries. Microsoft and Windows are registered trademarks of Microsoft Corporation. MicroStation is a registered trademark of Bentley Systems, Inc. Other brands and product names are trademarks of their respective owners.

SmartPlant Materials A-Z Training - Material Receiving on Site 3

Contents Objectives .................................................................................................................................................... 7

Prerequisites ........................................................................................................................................... 7 Overview ................................................................................................................................................. 7

Explanation .................................................................................................................................................. 9

Workflow Diagram ................................................................................................................................... 9 Setup ..................................................................................................................................................... 10

Project Defaults .............................................................................................................................. 10 Privileges ........................................................................................................................................ 11 Site Locations ................................................................................................................................. 11 Warehouses ................................................................................................................................... 12 Warehouse Users ........................................................................................................................... 13 Site Material Status ........................................................................................................................ 14 Site Rules ....................................................................................................................................... 14

Material Receiving ................................................................................................................................ 16 Receiving by PO ............................................................................................................................. 16 Posting MRRs ................................................................................................................................. 20

Tutorial........................................................................................................................................................ 21

Define Site Locations ............................................................................................................................ 21 Define Site Warehouses ....................................................................................................................... 22 Assign Warehouses to User ................................................................................................................. 23 Define Site Material Status ................................................................................................................... 25 Define an MRR Rule ............................................................................................................................. 26 Define an OSD Rule ............................................................................................................................. 27 Assign Rules to User ............................................................................................................................ 29 Set Project Defaults .............................................................................................................................. 31 Create MRR by PO ............................................................................................................................... 33 Create MRR Line Items ........................................................................................................................ 34 Post the MRR ........................................................................................................................................ 36 Close OSD ............................................................................................................................................ 38

Summary .................................................................................................................................................... 41

Helpful References ............................................................................................................................... 41 Comments and Questions .................................................................................................................... 41

Index ........................................................................................................................................................... 43


Contents


S E C T I O N 1

In this lesson you will learn how to receive material on site in SmartPlant Materials.

In detail, you will learn how to:

Administer the Site setup

Create an MRR

Assign items to an MRR

Post an MRR

Close an OSD for receiving

Prerequisites For this session, you must know how to log in to the software with the appropriate access rights from your administrator. In addition, you need a consolidated knowledge about SmartPlant Materials/Reference Data basic functionality, which means you should be familiar with general screen handling.

Additionally, you need a basic knowledge of Bill of Materials (BOM) handling in SmartPlant Materials.

Sessions BASICS – General Screen Handling

SPMat – How to Manage BOM

Overview This session explains how to handle material receiving in SmartPlant Materials. During the tutorial, you will define an MRR (Material Receiving Report) based on an agreement.

Objectives


Objectives


S E C T I O N 2

In SmartPlant Materials, material can be received into a site warehouse using different methods. These methods are listed below.

Direct receiving

Receiving by Purchase Order (PO)

Receiving by Traffic

Receiving by Release Note

Receiving by Packages

This training guide describes material receiving by PO. For more information about the other receiving methods, see Material Receiving in the SmartPlant Materials Site User’s Guide, available from the Printable Guides page in the software.

Workflow Diagram The following workflow diagram illustrates how to create, maintain, and post an MRR (Material Receiving Report).

Explanation


Explanation

Setup When starting a new project in SmartPlant Materials, you must define the Site-related project defaults and perform the setup of the Site module.

Project Defaults You can find a detailed description of how to set project defaults and the purpose and usage of each project default in the Site chapter of the SmartPlant Materials Project Defaults documentation, available from the Printable Guides page in the software.

Some of the project defaults must be set before any MRR can be created. Others are optional depending on the detailed workflow established by the project.

Project Default Comment

ZC_ALL_PO This project default is used for the LOV in the Order Number field on the C.20.01 Prepare MRR by PO screen. Depending on the value, you will see:

A – (default) all approved purchase orders (POs),

C - all approved and closed POs,

O - all approved POs with an outstanding quantity, that is, for which at least one line item exists with an expected quantity greater than zero,

R - all approved POs with at least one line item on it with an expected QTY and that is not received by an unposted MRR.

ZC_AOS_DAT This project default controls whether the AOS (Arrvial On Site) date is set when posting the MRR (ZC_AOS_DATE=N, default) or when entering the date value in the Matl Recv Date field (ZC_AOS_DATE=Y).

ZC_BIN_LOC This project default controls if the warehouse logic (Warehouses like C.10.03 and Locations like C.10.01) is used (ZC_BIN_LOC=WHTU, default), or if the bin location logic is used (ZC_BIN_LOC=BLOC).

ZC_CR_OSDS With this project default, you specify if the Auto create OSDs check box is selected (ZC_CR_OSDS=Y, default) when you create new MRRs on the C.20.01 and C.20.04 screens.

ZC_OPT If this project default is set to N (default), the Short Desc, Description, Recv By, Shipper, and Shipper Ref Number fields are mandatory and must be filled when creating a new MRR. If the project default is set to Y, these fields are optional.

ZC_QTYRECV If this project default is set to Y (default), the received quantity of a new MRR item is filled with the expected quantity. If ZC_QTYRECV is set to N, the received quantity is filled with 0 (zero). In both cases, the received quantity can be updated.


Explanation ZC_STATUS Any site material status defined on C.10.06 can be assigned as the

default receiving status. This default is used when creating new MRRs.

ZC_UPD_EXP If this project default is set to Y, the actual on site date in expediting for all item shipments that are included in the MRR is updated with the receiving date of the item shipment or the system date when posting the MRR. If ZC_UPD_EXP is set to N (default), the actual on site date in expediting is filled with the system date.

Privileges A few privileges must be granted to allow the user to handle MRRs. These privileges are listed below.

ALLOW POST MRR Users with this privilege can post MRRs on the C.20.01.02 Prepare MRR by PO 2 screen.

UPD DOC DESC Users with this privilege can update the short description and description for posted MRRs and for MRRs that have a revision greater than 0 (zero).

Site Locations Material that is received on site and booked into the inventory is stored at a location in a warehouse. All material in the inventory is handled with an assigned warehouse, location, receiving status, and quantity unit.

For easy identification, a location should be related to a real physical material storage location.

Site locations are defined on the C.10.01 Site Locations screen.

The name of the site location appears in the Location field and the descriptions in the Short Desc and Description fields. To make a location a quarantine location, the Quarantine Loc indicator must be selected. A quarantine location is needed for the Site inspection feature. A quarantine location is not available to issue material; therefore, material assigned to a quarantine location cannot be selected on the material issue screens. The Cable Drum indicator can be used for reporting purposes; it is not used anywhere else in SmartPlant Materials.


Explanation

Warehouses A warehouse is just an abstraction that does not necessarily relate to a real or physical material storage location. Choose a name for your warehouse that is easy to identify.

Different types of warehouses can be defined as listed below.

Standard Warehouse (with no special usage) A standard warehouse is defined by entering the warehouse name with its descriptions and selecting the Use for Issues indicator. Overissues of material (C.20.21, C.20.22, C.20.22.02) are not possible with a standard warehouse.

Overissue Warehouse To use a warehouse as an overissue warehouse, you must assign a company to the warehouse by selecting the company from the LOV in the Company field. All companies defined on A.10.23 and with the company type SUBCONTRACTOR assigned are available for selection.

Design Change Issue Warehouse This warehouse type is used for design change issues.

Scrap Warehouse A scrap warehouse is used by the site inspection feature. Material that does not pass the site inspection is transferred to the scrap warehouse and is no longer available to be issued or reserved.

Nested Plate Warehouse Nested plate warehouses are used for steel plate handling. You cannot receive material into this warehouse. Only steel plates can be transferred into a nested plate warehouse.

This indicator cannot be combined with other warehouse types. You cannot assign a company to a nested plate warehouse.

Corporate Warehouse Usually, when a project has been completed, material is left over that is not needed for the project anymore. To save time and money, this material can be made available to be used in other projects. The Corporate Warehouse (CWH) functionality can be used to manage this remaining material: to take it from the completed project and to make it available to other projects. The corporate warehouse functions as a pool to provide leftover material to other projects.

Free Issue Material (FIM) Warehouse FIM warehouses are used to provide free-issue material. Commonly, this material is received from the EPC’s customer and made available for usage.


Explanation Warehouses can be defined on the C.10.02 Warehouses screen.

You can create a new warehouse by entering a name in the Warehouse field and descriptions in the Short Desc and Description fields. The appropriate indicator(s) must be selected to define the warehouse type as described above.

The indicators can only be selected or cleared as long as no material has been received in that warehouse.

Warehouse Users The warehouses must be assigned to users who can access the warehouse in the project. Warehouses are assigned to users on the C.10.03 Warehouses to User screen.

In the first (Users) block, the user appears with his first name, last name, phone number company, department, and manager. In the second (Warehouses to Users) block, the warehouses to which the user has access must be entered. The user can access the assigned warehouses for material receiving, material issue, material transfer, and forecast and reservation runs.


Explanation

Site Material Status The site material status is needed to classify the material condition upon receipt on site. The material statuses must be pre-defined for use on the material receiving screens (C.20.01, C.20.01.02, C.20.02, C.20.03, C.20.04, and C.20.05).

You can define site material statuses on the C.10.06 Site Material Status screen.

You can define a new status by entering a unique sequence number in the Seq field, the status name in the Status field, and descriptions in the Short Desc and Description fields.

Site Rules MRR Rules Material Receiving Report (MRR) rules must be pre-defined for use on the material receiving screens (C.20.01, C.20.01.02, C.20.02, C.20.03, C.20.04, and C.20.05). When you create an MRR, a procedure automatically generates the MRR number using the MRR rule.

MRR rules can be defined on the C.10.07 MRR Rules screen.

The MRR rule name appears in the MRR Rule field and the descriptions in the Short Desc and Description fields. The naming rule is specified in the MRR Definition field. For the rule definition, you can use fixed parts and a sequence number. The number of digits in the sequence is defined by a number of 0 (zeros) delimited by the special character #. You can use the LOV to select this part of the rule. The fixed parts of the rule can be used to mark the type of the document (MRR), to indicate the project, or anything else.

The example rule in the picture above would create MRRs like ‘MRR-0001-ZA’.

The MRR rule defined as the default rule with the Default indicator is used when no other rule is assigned to the user. If you want to use different MRR rules for particular users, you must assign the MRR rules to users on the C.10.21 Set Environment screen.


Explanation

OSD Rules Over, Short, or Damage (OSD) rules must be pre-defined for use on the OSD screens (C.20.09.01 - .06). When you create an OSD, a procedure automatically generates the OSD number using the OSD rule.

OSD rules can be defined on the C.10.12 OSD Rules screen.

The OSD rule appears in the OSD Rule field and the descriptions in the Short Desc and Description fields. The naming rule is specified in the OSD Definition field. For the rule definition, you can use fixed parts and a sequence number. The number of digits in the sequence is defined by a number of 0 (zeros) delimited by the special character #. You can use the LOV to select this part of the rule. The fixed parts of the rule can be used to mark the type of the document (OSD), to indicate the project, or anything else.

The example rule in the picture above would create OSDs like ‘OSD-0001-ZA’.

The OSD rule defined as the default rule with the Default indicator is used when no other rule is assigned to the user. If you want to use different OSD rules for particular users, you must assign the OSD rules to users on the C.10.21 Set Environment screen.

User Rules The user’s role in a project determines if he is permitted to receive, issue, transfer, or count material on site or create OSDs. In agreement with this role, pre-defined rules must be assigned to the user within the project. These rules are used if the user creates MRR-, MIR-, MRI-, MTR-, PICS-, or OSD-numbers.

You can assign rules to users on the C.10.21 Set Environment screen.

All project users appear with their disciplines and roles. Rules are assigned to the user in the corresponding fields, for example, MRR Rule and OSD Recv Rule.

If no MRR rule assignment exists for the user in the project, and none of the existing MRR rules were defined as the default, the user cannot create an MRR.


Explanation

Material Receiving Assign a receiving status to project default ZC_STATUS. This status is set when you create a new material receiving report (MRR). The MRR number is generated automatically based on the pre-defined MRR rule assigned to the user. If no MRR rule was assigned, the MRR rule marked as the default is used. The revision of a new MRR number is always 0 (zero) and is increased by 1 automatically when an MRR revision is made.

Material can only be received in a corporate warehouse in the project owning the warehouse.

This training guide describes material receiving by PO. For more information about the other receiving methods, see Material Receiving in the SmartPlant Materials Site User’s Guide, available from the Printable Guides page in the software.

Receiving by PO For material receipts on site based on purchase orders or notices of commitment and their shipments, you can use the C.20.01 Prepare MRR by PO screen.

To create a new material receiving report (MRR), you must select the order number from the LOV in the Order Number field. The LOV displays agreements depending on the value of the project default ZC_ALL_PO:

ZC_ALL_PO = A - All approved purchase orders (PO) and notices of commitment (NOC).

ZC_ALL_PO = C - All approved and closed POs and NOCs.


Explanation ZC_ALL_PO = O - All approved POs and NOCs with outstanding quantities, which means at

least one line item exists with an expected quantity greater than zero.

ZC_ALL_PO = R - All approved POs and NOCs with at least one line item with an expected quantity greater than zero and that are not already received by an unposted MRR.

Enter the receiving date in the Matl Recv Date field, or select it from the LOV.

If the project default ZC_BIN_LOC is set to BLOC, a site code must be selected from the LOV in the Site Code field. Next, select the warehouse from the LOV in the Warehouse field and the location from the LOV in the Location field. The status is set automatically when the project default ZC_STATUS is set. The status can be changed when you select a status from the LOV in the Recv Status field. The warehouse, location, and status entered on the MRR header level are used as the default for the MRR details and the inventory receipts.

MRR descriptions can be entered in the Short Desc and Description fields. The next fields are optional and free text fields. If shipment groups were defined for the selected PO in Expediting, you can select a group from the LOV in the Shipment Group field. The name of the person who received the material can be entered in the Received By field, the name of the shipper in the Shipper field, and any shipper reference number in the Shipper Ref No field. Finally, save the new MRR.

The Auto create OSDs check box can only be selected for unposted MRRs with revision 0. The default of this check box is controlled by the project default ZC_CR_OSDS. If the check box is selected, OS&Ds are created automatically when you post the MRR with the Post button. The OS&Ds are created as 'Over' or 'Short'. There is no automatic update on OS&Ds. Only material that has already been posted to the inventory is taken into account when the software determines whether an OS&D must be created or not.

The OS&Ds that are generated here appear on C.20.09.01 OSD for Receiving only.

Select the only Release Note shipments option to populate only shipments of the assigned agreement that are also on a release note (depends on the project default ZC_ALL_PO).

You can use the Populate Order button to copy all line items of the selected agreement to the MIR.

When you have selected an item shipment group from the LOV in the Shipment Group field on the MRR header, the Populate Group button is enabled and can be used to insert all item shipments of the selected shipment group in the Inventory Receipts block. Only the item shipments with an expected quantity greater than zero are taken into account.

The Populate Group button is only active for unposted MRRs with revision 0, with a

shipment group selected on the MRR header, and as long as no inventory receipt has been added to the selected MRR.

The LOV in the Shipment Group field shows all shipment groups if the ZP_HIDE_MT project default is set to N. If ZP_HIDE_MT is set to Y, shipment groups that have only master tags are not shown in the list of values.

The Attachments button can be used to open the D.90.21 Attachments screen where you can attach attributes to the MRR. The D.90.21 screen shows the MRR number in the header of the screen when it is opened from a receiving screen. If D.90.21 is opened from C.20.01 or C.20.01.02, attached attributes of item shipments with their values are shown automatically in the attached attributes block. If you create a new revision of an MRR, the attributes are copied to the new revision. In the case of an MRR or line item deletion, the


Explanation

attached attributes are also deleted. The attributes can be changed / added / deleted at any time, regardless of whether the MRR was posted or has a revision greater than 0.

Instead of using the Populate buttons, you can add order line items manually to the MRR. Open the LOV in the Pos field in the second (Inventory Receipts) block, or click the Line Items button at the bottom of the screen. Window 2 opens, displaying all the line items of the agreement assigned to the MRR.

Select the Sel indicator of all the order line items to be included, or click the Select All button to select all displayed items. To cancel the selection, you can use the Unselect All button. Then click the Fill in button to close Window 2 and to insert all the selected order line items into the MRR.

The Site Code, Warehouse, Location, and Recv Status fields are automatically populated from the MRR header, but can be changed.

The Received Quantity is set to 0 (zero) when the project default ZC_QTYRECV is set to N. If the project default ZC_QTYRECV is set to Y (default), the Received Quantity field is filled with the expected quantity for this item shipment. In each case, this quantity can be changed.

If the expected quantity differs from the received quantity, a warning appears to make you aware that you should create an OS&D.

If the MRR revision is greater than 0, you can only revise the not yet reserved or issued quantity. In addition, if heat numbers received with a previous revision have been issued (partially or complete), you cannot post the MRR without a heat number or the correct heat quantity.

The Qty changed indicator shows if the quantity has been changed compared to the previous revision of this MRR.


Explanation If the material was received with a heat number, you can select the heat number and related information like certificate, manufacturer, and file location from the LOV in the Heat Number field. If the heat number was not entered on C.10.04, you can enter the new heat number with the associated certificate number, manufacturer, and file location here. This heat number is also saved on C.10.04 when you save the changes.

Another way to assign (multiple) heat numbers to received material is to use the C.20.08 Received Heat Numbers screen, called via fastcall. When heat numbers are assigned to the inventory receipt item on the C.20.08 screen, the Ident Code field appears with a magenta background color.

To complete the material receiving, click the Post button in the first block to insert the material assigned to the selected MRR in the inventory to make it available for issue and reservation. Moreover, the posted date of the MRR is set and the MRR can no longer be changed.

The Post button is only enabled for MRRs with details (inventory receipts).

To undo the MRR posting, you can click the Unpost button to cancel all posted inventory receipts of the selected MRR. Unposting is only possible as long as the available quantity (on-hand) in the inventory is sufficient. The warehouse, location, and receiving status of the inventory item must be the same as on the MRR for the calculation of the on-hand quantity. If the quantity is not sufficient to unpost the inventory receipts, an appropriate message appears.

The Unpost button is only enabled for posted MRRs as long as no higher revision exists for this MRR.

To create a new revision for the MRR, click the Revision button. With an MRR revision, you can only change the receiving quantities of material (idents) received by a previous revision of the same MRR. You cannot add new material or change the warehouse, location, or receiving status.

Note: The Revision button is only enabled for posted MRRs with the highest revision of this MRR.

If the revision of an MRR is 0 and the MRR is not posted, you can apply changes to the warehouse, location, and so forth. After posting the MRR, no more updates or inserts of inventory receipts are allowed. A posted MRR cannot be deleted.

If the revision of an MRR is greater than 0, you can only select line items that were already placed on the MRR with revision 0 and update the received quantity. No other changes (for example, selecting another warehouse) are possible. Every revision overwrites all quantities already received on this MRR with the same MRR number.

The Attachments button at the bottom of the screen can be used to open D.90.21 Attachments, where you can attach attributes to the selected MRR line item.


Explanation

Posting MRRs You can post the MRRs to the inventory on the C.20.07 Post MRR to Inventory screen instead of using the Post buttons on the receiving screens.

The screen displays all the MRRs that are not posted. To post MRRs, select the Post check box for all the MRRs to be posted and click the Post button at the bottom.

For all the MRRs highlighted with the light yellow field background, you can select the OSD check box. If this check box is selected and you click the Post button, OS&Ds are created automatically. The OS&Ds are created as 'OVER' or 'SHORT', depending on the quantities.


S E C T I O N 3

The purpose of this tutorial is to configure the site setup and to create material receiving reports (MRRs) in the Site module of SmartPlant Materials.

Be sure to read the Explanation (on page 9) section of this training document before starting the tutorial.

Before starting the tutorial, please log in to the TRAINPROJ project and the PIPING discipline. You can check the project and discipline by looking at the bottom of the screen.

Define Site Locations Purpose This section explains how to define the site locations that are used to store the received material in the inventory.

Exercise 1. Open the C.10.01 Site Locations screen from the SmartPlant Materials > Site > Field

Material Control > C.10 Setup menu branch.

2. Click the Exe Query button to view the existing locations.

3. Click the New Record button to create a new record.

Tutorial


Tutorial 4. Enter A1 in the Location field.

5. Enter Shelf A1 in the Short Desc and Description fields.

6. Enter additional storage places as in the picture below.

7. Save the changes using the Save button.

8. Close the screen by selecting File > Close All or Close from the main menu.

Define Site Warehouses Purpose This section explains how to define the site warehouses that are used to store the received material in the inventory.

Exercise 1. Open the C.10.02 Site Locations screen from the SmartPlant Materials > Site > Field



Tutorial

2. Click the Exe Query button to view the existing warehouses.

3. Click the New Record button to create a new record.

4. Enter STORE in the Warehouse field.

5. Enter Store in the Short Desc and Description fields.



Assign Warehouses to User Purpose This section explains how to assign the site warehouses to SmartPlant Materials users to allow them to access the warehouse for material receiving and issuing.


Tutorial Exercise 1. Open the C.10.03 Warehouses to User screen from the SmartPlant Materials > Site >

Field Material Control > C.10 Setup menu branch.

2. Click the Exe Query button to view the existing records.

3. Use the scrollbar on the left to scroll to user RS.

4. Click in the Seq field in the second block.

5. Enter 1 in the Seq field.

6. Select STORE from the LOV in the Warehouse field.




Tutorial

Define Site Material Status Purpose This section explains how to define the site material statuses that are used for material receiving.

Exercise 1. Open the C.10.06 Site Material Status screen from the SmartPlant Materials > Site >

Field Material Control > C.10 Setup menu branch.


3. Enter 1 in the Seq field.

4. Enter QTY OK in the Status field.

5. Enter Qty OK in the Short Desc field.

6. Enter Quantity OK in the Description field.

7. In the same way, define the status QLTY OK and OK as displayed in the picture below.


Tutorial



Define an MRR Rule Purpose This section explains how to define an MRR rule, which is used for MRR creation. The MRR number is created using the MRR rule.

Exercise 1. Open the C.10.07 MRR Rules screen from the SmartPlant Materials > Site > Field



3. Enter MRR-TRAIN in the MRR Rule field.

4. Enter MRR Rule in the Short Desc and Description fields.


Tutorial 5. Enter MRR-TRAIN- in the MRR Definition field.

6. Select 0000 from the LOV in the MRR Definition field.

7. Select the Default check box.



Define an OSD Rule Purpose This section explains how to define an OSD rule, which is used for OSD creation. The OSD number is created using the OSD rule.


Tutorial Exercise 1. Open the C.10.12 OSD Rules screen from the SmartPlant Materials > Site > Field


2. Enter OSD-TRAIN in the OSD Rule field.

3. Enter OSD Rule in the Short Desc and Description fields.

4. Enter OSD-TRAIN- in the OSD Definition field.

5. Select 0000 from the LOV in the OSD Definition field.

6. Select the Default check box.



Tutorial 8. Close the screen by selecting File > Close All or Close from the main menu.

Assign Rules to User Purpose This section explains how to assign the pre-defined MRR and OSD rule to SmartPlant Materials users.


Tutorial Exercise 1. Open the C.10.21 Set Environment screen from the SmartPlant Materials > Site > Field


2. Select TRAINING from the LOV in the User field

3. Select PIPING from the LOV in the Discipline field.


5. Select MRR-TRAIN from the LOV in the MRR Rule field.

6. Select OSD-TRAIN from the LOV in the OSD Recv Rule field.




Set Project Defaults Purpose This section explains how to set the relevant project defaults when starting a new project in the SmartPlant Materials Site module.

Exercise 1. Open the A.20.12 Projects Defaults screen from the Administration > A.20

Project/Product Group menu branch.

The login project should appear in the first block. If not, click the Enter Query button to change to query mode.

2. Open the LOV using the List of Values button.

3. Select the project from the list.

4. Click OK to close the LOV.

5. Click the Run Query button to display the selected project with its details.


Tutorial 6. Click the Site tab to display the project defaults relevant for the Site module.

7. Double-click in the Value field of project default ZC_ALL_PO, and select A from the LOV.

In the same way, set the following project defaults:

Project Default Value

ZC_AOS_DAT N

ZC_BIN_LOC WHTU

ZC_CR_OSDS Y

ZC_OPT N

ZC_QTYRECV Y

ZC_STATUS OK

ZC_UPD_EXP Y




Tutorial

Create MRR by PO Purpose This section explains how to create an MRR (Material Receiving Report) for a purchase order. We use the agreement TRAINPROJ-PO-15 that was created in the agreement session. For the details, see A-Z Training – Create Agreements.

Exercise 1. Open the C.20.01 Prepare MRR by PO screen from the SmartPlant Materials > Site >

Field Material Control > C.20 Warehouse Management > Receiving menu branch.

The screen opens in query mode; all fields are empty and the queryable fields appear with a yellow background.

2. Click the button to cancel the query and switch to insert mode.

3. Select the agreement TRAINPROJ-PO-15 from the LOV in the Order Number field.

4. Select the material receiving date from the calendar LOV in the Matl Recv Date field.

5. Select STORE from the LOV in the Warehouse field.

6. Select A2 from the LOV in the Location field.

7. Select QLTY OK from the LOV in the Recv Status field.

8. Enter your name in the Received By field.


Tutorial 9. Enter Training in the Short Desc and Description fields.


MRR-TRAIN-0001 is created.


Create MRR Line Items Purpose This section explains how to add line items to the MRR.



The screen opens in query mode.


Tutorial 2. Enter MRR-TRAIN-0001 in the MRR Number field or select it from the LOV.

3. Click the Run Query button to display the selected MRR.

4. Click to copy all line items of the selected agreement to the Inventory Receipts block.

5. Use the scrollbar at the bottom of the second (Inventory Receipts) block to scroll to the right to the Received Quantity field.

6. For the second position, change the received quantity from 3.000 to 2.000.

A message appears.

7. Click OK to continue.




Tutorial

Post the MRR Purpose This section explains how to post an MRR to enter line items in the inventory.



The screen opens in query mode.

2. Enter MRR-TRAIN-0001 in the MRR Number field or select it from the LOV.

3. Click the Run Query button to display the selected MRR.

4. Ensure that the Auto create OSDs check box is selected.

5. Click the button.

Position 2 is highlighted with a magenta background color in the Pos field, which indicates that an OSD was created for this position.


Tutorial 6. Double-click in the Pos field to open the C.20.09.01 OSD for Receiving screen.

7. Enter Short in the Short Desc field.

8. Enter Short-shipped in the Description field.

9. Enter Provide missing quantity ASAP! In the Required Action field.




Tutorial

Close OSD Purpose This section explains how to close an OSD for receiving.

Exercise 1. Open the C.20.09.01 OSD for Receiving screen from the SmartPlant Materials > Site >

Field Material Control > C.20 Warehouse Management > OSDs menu branch.

2. Query for the agreement number TRAINPROJ-PO-15.

3. Enter Missing elbow delivered in the Action Taken field.

4. Select a date from the LOV in the OSD Close Date field.



Tutorial


S E C T I O N 4

In this tutorial, you learned how to:

Administer the Site setup

Create an MRR

Assign items to an MRR

Post an MRR

Close an OSD for receiving

Helpful References SmartPlant Materials and Reference Data - User Interface Basics

SmartPlant Materials A-Z Training Create Agreements

Comments and Questions Please send comments or questions to [email protected] (mailto:[email protected]).

Summary


mailto:[email protected]

Summary


A Assign Rules to User • 29 Assign Warehouses to User • 23

C Close OSD • 38 Comments and Questions • 41 Create MRR by PO • 33 Create MRR Line Items • 34

D Define an MRR Rule • 26 Define an OSD Rule • 27 Define Site Locations • 21 Define Site Material Status • 25 Define Site Warehouses • 22

E Explanation • 9

H Helpful References • 41

M Material Receiving • 16 MRR Rules • 14

O Objectives • 7 OSD Rules • 15 Overview • 7

P Post the MRR • 36 Posting MRRs • 20 Prerequisites • 7 Privileges • 11 Project Defaults • 10

R Receiving by PO • 16

S Set Project Defaults • 31 Setup • 10 Site Locations • 11 Site Material Status • 14 Site Rules • 14 Summary • 41

T Tutorial • 21

U User Rules • 15

W Warehouse Users • 13 Warehouses • 12 Workflow Diagram • 9

Index


smartplant materials a-z training - material receiving on site

Documents