smartplant materials and smartplant reference data release...

SmartPlant Materials and SmartPlant Reference Data Release Bulletin

Version 2011 SP5 (7.0.5)

December 2011

DMAR1-PE-200042G-Updated

Copyright

Copyright © 2003-2011 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 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Acquisition Regulations ("FAR") and its successors, and is unpublished and all rights are reserved under the copyright laws of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Unpublished - rights reserved under the copyright laws of the United States.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

P.O. Box 240000

Huntsville, AL 35813

Street address: 170 Graphics Drive, Madison, AL 35758

Terms of Use

Use of this software product is subject to the End User License Agreement and Limited Product Warranty ("EULA") delivered with

this 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. 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.

Warranties and Liabilities

All warranties given by Intergraph Corporation about equipment or software are set forth in the EULA provided with the software

or applicable license for the software product signed by Intergraph Corporation, 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, SmartMarine, FrameWorks, I-Convert, I-Export, I-Sketch, IntelliShip, INtools,

ISOGEN, MARIAN, 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 and SmartPlant Reference Data Release Bulletin i

Contents

Introduction ................................................................................................................................................. 1

Highlights of this Release .......................................................................................................................... 2

General ......................................................................................................................................................... 3

New Documentation ............................................................................................................................... 3 SmartPlant Materials - MSCM User’s Guide ................................................................................... 3 SmartPlant Materials A-Z Training – Release Requisition .............................................................. 3 SmartPlant Materials A-Z Training – Prepare Inquiry/RfQ .............................................................. 3

Delete all Records Button ....................................................................................................................... 4 Case-insensitive Query .......................................................................................................................... 4

Administration ............................................................................................................................................. 6

User Security Creation ........................................................................................................................... 6 Highlighting Role Menu Item Details ...................................................................................................... 6 Truncate History Log .............................................................................................................................. 7 Allocate Number of Licenses to Project ................................................................................................. 8 SmartPlant License Manager ................................................................................................................. 9 Hide Installation Overview Report ........................................................................................................ 10

SmartPlant Reference Data ...................................................................................................................... 11

Delete Table Details ............................................................................................................................. 11 New CMS Details Tab .......................................................................................................................... 11 New CMS Link Commodity Codes Tab ................................................................................................ 12 Equipment Approval User .................................................................................................................... 13 PDMS Export Performance Improvements .......................................................................................... 13 PDMS Interface Enhancements ........................................................................................................... 13 PDMS Interface Re-Design .................................................................................................................. 14 SP3D – Operator Sheets Included in Export Job ................................................................................. 15 SP3D – New CMS Type for Retrieval Method CMS ............................................................................ 16 SP3D – Transfer Type Improvement ................................................................................................... 17 SP3D – Export Result Improvement .................................................................................................... 18 Piping Class Report Modification ......................................................................................................... 18

SmartPlant Reference Data Plus ............................................................................................................. 19

Component Manager ............................................................................................................................ 19 Button Availability........................................................................................................................... 19

Spec Editor ........................................................................................................................................... 19 Enhancements ............................................................................................................................... 19 Login Filter ..................................................................................................................................... 23 Unissue Specification .................................................................................................................... 24

Component Management System (CMS) ............................................................................................ 25

Contents

ii SmartPlant Materials and SmartPlant Reference Data Release Bulletin

Attaching Documents to Idents ...................................................................................................... 25 Paste Overwrite Access ................................................................................................................. 25 Supplier Linked to Class ................................................................................................................ 26 Property Groups ............................................................................................................................. 26 Ident Code Not Mandatory in XML File.......................................................................................... 28 Reason Field Now Optional ........................................................................................................... 28 Add, Update, Delete Classes ......................................................................................................... 28 Explorer View Context Menu Enhanced ........................................................................................ 29 New Service to Insert Commodity Codes ...................................................................................... 29 WCF Service Enhancement .......................................................................................................... 30 New Keyword Grid ......................................................................................................................... 30 MAX CHAR LENGTH .................................................................................................................... 31 New CMS Details Fields ................................................................................................................ 31 New Attribute Translation Screen .................................................................................................. 31 Performance Improvement in MAV................................................................................................ 33

E&PI (BOM) ................................................................................................................................................ 34

Equipment Approval User .................................................................................................................... 34 FLC Enhancements .............................................................................................................................. 34 FLC Import supports TAB Commodity Codes ...................................................................................... 36

E&PI (Requisitions) ................................................................................................................................... 38

Equipment Approval User .................................................................................................................... 38 Rename Requisition ............................................................................................................................. 38 XLS Import of Requisitions ................................................................................................................... 38

MSCM ......................................................................................................................................................... 43

Project Material Groups ........................................................................................................................ 43 Before Submit CIP ................................................................................................................................ 43 Allow Bidders to View all Inquiry Supplements .................................................................................... 44 Quantity Split Cancellation ................................................................................................................... 44 Inquiry Enhancements .......................................................................................................................... 44 Automatic Bidder Selection during Inquiry Preparation ....................................................................... 45 CMS Idents Assigned to Inquiry ........................................................................................................... 46 Tender Periods ..................................................................................................................................... 48 Equipment Approval User .................................................................................................................... 49 Free Form Entry of Progress Payment Events .................................................................................... 49 Before PO Creation CIP ....................................................................................................................... 50 Get_PO_Status CIP ............................................................................................................................. 51 Negative Prices .................................................................................................................................... 51 ZP_NEW_POS ..................................................................................................................................... 51 Residual Costs Check .......................................................................................................................... 52 Order Date ............................................................................................................................................ 52 New Check Change CIP ...................................................................................................................... 52 Potential Bidder Contacts ..................................................................................................................... 53 Milestone CIP Changes ........................................................................................................................ 53 Recalculation of Derived Actual Dates ................................................................................................. 54

Contents

SmartPlant Materials and SmartPlant Reference Data Release Bulletin iii

Milestone Label Export and Import ...................................................................................................... 54 Update Planned Requisition ................................................................................................................. 55 Automatic Planning Entry Creation ...................................................................................................... 56 Project Default ZP_HIDE_MT .............................................................................................................. 56 Update of Approved Release Notes ..................................................................................................... 57 Package Import .................................................................................................................................... 57 Detail Tag Assignment ......................................................................................................................... 57 Delete Shipment Groups ...................................................................................................................... 58 Multi Project Access on VDRs.............................................................................................................. 58 Load Traffic Revised ............................................................................................................................ 58 Load Traffic Updates MOC ................................................................................................................... 59 Traffic Fast Queryable Fields ............................................................................................................... 60 Fab Tracking Enhancement ................................................................................................................. 60

Site.............................................................................................................................................................. 61

Field Material Control ........................................................................................................................... 61 Attachment Buttons on Receiving Screens ................................................................................... 61 Before Post MRR CIP .................................................................................................................... 62 MIR Performance Improvements ................................................................................................... 62 New Project Default ZC_EXC_MIR ............................................................................................... 63 Forecast Run Performance Improvements .................................................................................... 63 Reservation Run Performance Improvements .............................................................................. 63 Site Inspection Status Changes ..................................................................................................... 64 Site API uses License Seat ........................................................................................................... 64

Others ........................................................................................................................................................ 65

Assessments ........................................................................................................................................ 65 Catalog and Price List Status ........................................................................................................ 65

Documents ........................................................................................................................................... 66 Document Description ................................................................................................................... 66 Document Highest Revision .......................................................................................................... 66 Document Sequence Number ....................................................................................................... 67

Reports ................................................................................................................................................. 67 Report Start Customization ............................................................................................................ 67

SmartPlant Materials and SmartPlant Reference Data Release Bulletin 1

The purpose of this document is to give a technical overview of the major new features of the

SmartPlant® Materials and SmartPlant Reference Data 2011 SP5 (7.0.5) software. The features

are also described in the Release Notes delivered with the product.

This release of the software contains a number of valuable functions that increase productivity

for users. This document presents a list of the major features, grouped by module. This

document does not include workflow or end-user information.

You can send your documentation comments or suggestions to [email protected].

Introduction

mailto:[email protected]

Highlights of this Release

2 SmartPlant Materials and SmartPlant Reference Data Release Bulletin

General

Delete all Records Button The Delete All Records button has been implemented to allow you to delete all queried records

in the selected block on any screen.

Case insensitive Query The case insensitive query has been implemented allowing you to search for text strings in the database, regardless of whether upper or lowercase characters are used.

Allocate Number of Licenses to Project You can now define a maximum number of licenses a project can use. That means you can allocate the available licenses according to the project requirements.

SmartPlant License Manager The ‘Install through SPLM’ option now supports additional modules apart from ‘SPRD’ and ‘SPMat’.

SmartPlant Reference Data

SP3D – New CMS Type for Retrieval Method CMS The new CMS Type BASE_COLUMN has been added to allow you to select database columns as retrieval source.

CMS - Attaching Documents to Idents In the multi article view (MAV), documents can now be linked to idents.

SmartPlant Materials

Reservation Run Performance Improvements The performance of the reservation runs was improved to reduce the job execution time significantly.

XLS Import of Requisitions Requisition data can now be imported from an Excel file.

Highlights of this Release

General


New Documentation

(B-48034)

SmartPlant Materials - MSCM User’s Guide

New chapters have been added to the MSCM User’s Guide, which now also describes the

extended traffic and the expediting functionality. This completes this user’s guide; the entire

MSCM module is now described in this document.

You can find this document in the MSCM section of the Printable Guides.

SmartPlant Materials A-Z Training – Release Requisition

This tutorial manual explains how to maintain and release requisitions created by the material

take off (MTO) functionality in SmartPlant Materials. In detail, it describes how to:

Check the requisition header information

Check the material (requisition line item) quantities

Define additional engineering information that the supplier will need or must conform with

Define the delivery requirements

Approve the requisition

Release the requisition to procurement

You can find this document in the Tutorials section of the Printable Guides.

SmartPlant Materials A-Z Training – Prepare Inquiry/RfQ

This tutorial manual explains how to prepare inquiries and requests for quotation (RfQ) in

SmartPlant Materials. In detail, it describes how to:

Manage the requisition workload

Create inquiries

Prepare RfQ

General

New A-Z Training guides have been introduced, and the MSCM User’s Guide has been

completed.

General


Assign bidders

Approve inquiries

Send RfQ to the bidders

You can find this document in the Tutorials section of the Printable Guides.

Delete all Records Button

(B-53051)

The toolbar now contains the new button for deleting all records currently queried in the

selected block.

If the block contains some records that cannot be deleted (for example, the record is defined in

the product group and the user is logged into a project), then these records will be skipped.

Warning messages (except for cascading delete) will be displayed for each affected record.

Case-insensitive Query

(B-53052)

The aim of this user story is to allow query operations in the screens to be case-insensitive. For

this purpose, the new DBA setting CASE_INSENSITIVE_QUERY is introduced with the values Y

and N. If this setting is set to Y, the query operation is case-insensitive. If this setting is set to N

(default), the query operation is strictly case-sensitive.

This feature was implemented for the following screens:

A.20.49 Approval Sequence

B.20.01 Edit BOM

B.20.03 Adv. Maintain BOM

The Delete all records button has been added to the toolbar to allow you to delete all

queried records in the selected block of the screen.

The case-insensitive query has been implemented to allow you to search for text strings in

the database, regardless of whether upper or lowercase characters are used.

General


C.20.01 Prepare MRR by PO

C.20.01.02 Prepare MRR by PO 2

C.20.03 Prepare MRR by Direct Receive

C.20.04 Prepare MRR by Release Notes

C.20.05 Prepare MRR by Packages

C.20.22.01 MIR by BOM Commodity

C.20.22.02 MIR by BOM Commodity(GroupBy)

C.20.23.01 MIR by Direct Issue

C.20.23.02 MIR by Direct Issue(Group By)

C.40.01 Information by Commodity

P.50.19 Agreement Cross Reference

P.70.51 Inspection Applications

P.70.72 Expediting Details

P.90.11 Maintain Fab Tracking

R.30.01 Maintain Requisitions

SPRD Explorer

S.20.02 Tablenames with Details

S.20.I.03 Specific Interface Details

S.30.01 Commodity Codes

S.40.10 Standard Geometrics

S.50.06 Specification Management

S.80.01 Ident Management

Administration


User Security Creation

(CR-MA13152)

When creating a new project, the user securities for this project are created by copying from the

current login project for all existing users that are present/active in the current login project. The

prerequisites for copying the user security records for the new projects are:

- The Active check box of the record to be copied must be marked

- The role assigned to the user must be SUPER USER or the role that is assigned to the project

default ZX_SUPUSER

Highlighting Role Menu Item Details

(CR-MA14127)

You can copy a role using the Copy Appl Roles Menus button or using the F6 (New Record)

and F4 (Duplicate Record above) buttons. This now copies also the assigned alerts on the

Alerts tab and the detail settings on Window 2 of the Role Menus tab.

A menu item will be displayed with a red background color in the Menu Item field on the Role

Menus tab of the A.30.03 Roles/Menus screen, if detail data exists on Window 2.

The menu item A1023 in the picture above is highlighted with a red background color. Double-

click in the field to open Window 2 to view the detail settings of this menu item.

Administration

Create Project automatically creates user security records for the active users in the current login project.

Existing role menu item details are now highlighted with the red background color. Copying roles now copies assigned menu item detail settings and alerts.

Administration


Truncate History Log

(B-51964)

The main purpose of this user story is to automatically create the backup for the usage history

log for the days prior to a specific value, that is, the previous date until which history logs need to

be maintained. The software deletes the usage history log from the A.60.83 Usage History

screen for the days prior to the previous date.

The days for which the Usage History needs to be maintained can be specified against the new

DBA setting KEEP_USG_HISTORY on the A.60.04 DBA Settings screen, with a value set to 0

by default, which indicates that the Usage History is maintained forever.

Specifying a positive value for this setting indicates the number of previous days for which the

Usage History will be maintained. For example, if the value 5 is specified, the usage history shall

be maintained for the past 5 days.

You can now define how long the usage history is maintained.

Administration


Allocate Number of Licenses to Project

(B-51965)

The purpose of this user story is to allow administrators to specify the maximum number of

licenses a project can use.

For this purpose, the new Project Licenses block has been added on the A.30.04 License

Modules/Menus screen.

Here you can assign the maximum number of licenses a project can use for a particular license

module.

Whenever a screen is opened, the check is made on the number of project users accessing the

licenses module to which the screen belongs, and if the check is violated, then the screen is

closed after showing a message.

You can now define a maximum number of licenses a project can use.

Administration


SmartPlant License Manager

(B-53055)

The purpose of this user story is to provide additional modules apart from ‘SPRD’ and ‘SPMat’

for the users to get and return licenses when they use the ‘Install through SPLM’ option on the

A.60.81 License screen.

From this version, licenses can be installed for the following list of modules through SPLM.

SPMat Module SPLM Tag

SPMAT MAT

E&PI MEP

Integrator MIM

MLCL MLC

MSCM MSC

SITE MSM

MSCM-SUPP MSU

SPRD RD

To provide this functionality, the following changes are made in the following screens.

On the A.30.04 License Modules/Menus screen, the new SPLM Tag field has been introduced

in the License Modules block.

This field shows the associated tag in SPLM for the corresponding license module.

On the A.60.81 License screen, the new Modules block has been introduced on the Install

through SPLM tab.

The ‘Install through SPLM’ option supports now additional modules.

Administration


This block shows the list of modules that have an associated SPLM Tag.

You can enter the required number of seats and the license expiration date against the modules

for which you require the license. Then, install the license by clicking the Request License

button.

You can return the license by clicking the Return License button as usual.

Hide Installation Overview Report

(CR-MA14025)

The button to call the installation overview report from the main menu can now be deactivated by means of a user role.

The button to call the installation overview report from the main menu can now be deactivated.



Delete Table Details

(CR-MA14739)

On the S.20.02 Tablenames with Details screen, you can no longer delete table details if there

is corresponding dependent data on the S.40.21 Geometric Rules or the SP3D.10.04 Item

Mappings screen.

New CMS Details Tab

(B-54868)

The new CMS Details tab is available on the S.30.01 Commodity Codes screen. Here you can

add, modify, delete, or query the details of the commodity codes.

The details provided on this tab page are:

• Version

• Tag Number

• Status

• Valid From

• Valid To

• Approve Date


Table details cannot be deleted if dependent data exists.

The new CMS Details tab was implemented on S.30.01.



• Approver Name (User Id)

• ITR Name (Initial Technical Requirement)

• ITR Commodity Code with its short description

These details are applicable for the commodity codes of the ‘Commodity Template’ type only.

Hence, the CMS Details tab is available for Commodity Template commodity codes only.

New CMS Link Commodity Codes Tab

(B-57942)

The new CMS Link Commodity Codes tab page is introduced on the S.30.01 Commodity

Codes screen to link multiple commodity codes to a commodity code.

This tab page contains the Group, Part, and Commodity Code fields. The user can select a

commodity code of type ‘Commodity Template’ and link multiple commodity codes by entering

the group, part, and commodity codes.

The new CMS Link Commodity Codes tab was implemented on S.30.01.



Equipment Approval User

(B-54859)

The approval user defined on the CMS Details tab of the S.30.01 Commodity Codes screen for

a commodity code of type ‘Commodity Template’ will be shown

On the Single Tag Material View tab of the B.20.03 Advanced BOM screen

On the Line Items tab of the R.30.01 Maintain Requisitions screen

On the Line Items and Ident Values tabs of the P.30.23 Commercial Evaluation

screen. The TE Passed check box on these tabs can only be set when the current user

is with the same as the approval user defined for the tagged item or when no approval

user is defined at all. The standard SmartPlant Materials security functionality for setting

the TE Passed check box still applies.

PDMS Export Performance Improvements

(TR-MA13742)

The performance of the PDMS data export has been improved.

PDMS Interface Enhancements

(B-45219)

On the S.20.08 Parts with Interface Details screen, the LOV in the Table Group field used to

show both the Table Group Code and the Table Detail Code. This list of values is now split: One

for the Table Group and the other for Table Detail.

The Display Options radio group has been added on the PDMS 10.02 Create PDMS Spec-File

screen.

The approval user assigned to the ‘Commodity Template’ commodity codes will be displayed on the B.20.03, R.30.01, and P.30.23 screens. The TE Passed box can only be checked by this user.

Performance of PDMS export improved.

Display options and selection buttons have been implemented to make the spec selection more user-friendly.



Using these options, you can filter the displayed specs based on their revision and whether they

are issued or not.

Furthermore, the Select All Specs and Deselect All Specs buttons were added. You can click

the Select All Specs button to mark the Sel check box of all displayed specifications. The

Deselect All Specs button cancels the current selection.

The new project default ZI_PDMS_IS is introduced, with the default value N. When this project

default is set to Y, the not issued specifications will not be displayed on PDMS 10.02.

PDMS Interface Re-Design

(B-52181)

As part of the PDMS interface re-design, the following was done.

While generating SpecCon file from the PDMS 10.02 Create PDMS Spec-File screen,

when two PBORs (for example, PBOR0 and PBOR1) are checked and if there is no

value specified for the INPUT_2 of the corresponding specification, then the INPUT_1

value is considered as the value for INPUT_2 also.

You can specify the order-by criteria within the GTypes now. For this purpose, the new

Sort Order in Gtypes button has been added on the PDMS 10.02 Create PDMS Spec-

File screen. You can click this button to open a new window where you can specify the

order preferences of the attribute codes used in GType configurations. The contents of

the generated SpecCon file will be ordered according to these preferences. The order

preferences are project dependent.

The project default ZI_PDMS_OB has been deleted and is no longer available.

Several enhancements of the PDMS interface have been implemented.



The new project default ZI_PDMS_SN has been introduced. If this project default is set

to Y, the ‘Add’, ‘Delete’, ‘Modify’, and ‘New’ specification files are merged into a single

specification file. The merged specification file name is prefixed with ‘mer’. The content

of the merge file is structured as following.

$* Piping specification File for all items

<< new specs >>

$*

$* Piping specification File for additionally inserted items

$* ----------------------------------------------------------

<< inserted specs >>

$*

$* Piping specification File for modified items

$* ----------------------------------------------------------

<< modified specs >>

$*

$* Piping specification File for deleted items

$* ----------------------------------------------------------

<< deleted specs >>

You can now link one specification to others. A new popup menu with the option ‘Spec

Links’ has been added to the Spec Code field on the PDMS 10.02 Create PDMS Spec-

File screen. Select this option to open a new window where you can link other

specifications to the selected specification.

SP3D – Operator Sheets Included in Export Job

(B-59627)

When the AUTO_SELECT_VALVEOP_CLASS_SHTS attribute is set to Y on the SP3D.10.01

General Configs screen, it used to include all the operator sheets in the exporting job.

This was fixed; now it includes only the operator sheets that are present in the template

specified.

Only operator sheets available in the specified template are included in the export job.



SP3D – New CMS Type for Retrieval Method CMS

(B-52005)

You can now select a different retrieval method for the attributes for a sheet configured for

retrieval method ‘CMS’. The new value BASE_COLUMN has been added to the dropdown list in

the CMS Type field on the SP3D.10.07 Sheet Config screen.

On selecting this new value, you can select source columns in the CMS Source field.

The new CMS Type BASE_COLUMN has been added to allow you to select database columns as a retrieval source.



SP3D – Transfer Type Improvement

(B-50328)

In the SP3D 10.06 Transfer Types screen, you can now select the required sheets using a multi

select window that displays all the available sheets.

Select the Select check box of all sheets to be added to the selected transfer type. Or click the

Select All button to mark all displayed sheets. The Unselect All button cancels the current

selection. Finally, click the Fill In button to close the LOV window and to copy all selected sheets

to transfer type.

This speeds up the addition of sheets to the transfer type.

A multi-selection LOV was implemented to speed up the addition of sheets to transfer types.



SP3D – Export Result Improvement

(B-52787)

On the SP3D 20.01 Export Jobs screen where the export results are displayed, any column of

the sheet data now has two new pop-up menu items.

“Go to Attr Config” brings you to SP3D 10.07 Sheet Configs, auto-querying the configuration of

the attribute where the cursor is located. The same logic will also be available if the fastcall to

SP3D 10.07 is used from any of those attribute fields.

“Find Value Source” brings you to the source where the value was defined. So far, this feature is

only implemented for template values coming from SP3D 10.08 Templates.

Piping Class Report Modification

(CR-MA14100, CR-MA14101)

On the parameter list of the S.50.R.10 Piping Class Index and the S.50.R.11 Piping Class

reports, the input parameter ‘Company Code’ was replaced by a similar parameter called ‘MY

Company’. This was done because many reports use MY Company to show that they print the

name of their own company.

If a company logo is defined on the G.10.01 Company Symbols screen for the selected

company, this company logo will appear on the right side of the heading for this report.

The export result screen provides two additional pop-up menu items.

The My Company parameter can be used on the Piping Class reports to select the user’s company. If a company logo is defined, it will be printed on the report header.

SmartPlant Reference Data Plus


For more detailed information about the enhancements of the SmartPlant Reference Data Plus

application, read the SmartPlant Reference Data Plus User's Guide.

Component Manager

Button Availability

(CR-MA7875)

Now if there are no new idents to build, the Build selected idents and Build all idents buttons are disabled.

In the same way, if there are no idents to delete, the Delete all idents button will be disabled.

Spec Editor

Enhancements

(B-04673)

The new user interface Copy Specs was developed, which allows you to copy one specification from the current project or from another project or product group so that you can re-use the information of an existing specification.

This feature can be used for template and non-template driven specifications.

All functionality of classic Oracle forms screen S.50.05 Specification Copy is also incorporated.


Buttons are only enabled when it makes sense.

Enhancements have been implemented for more user-friendliness.



(B-29720)

On the Spec Header Geometric grid of the Spec General screen, you can right-click a particular row to open the context menu. Click Open Table to open the corresponding table in the Component Manager (if table is of type user defined, branch, or nominal size).

(B-52117)

A new user interface has been added on the Idents screen of the Component Manager. Here you can enter tag number details to a corresponding ident code

(B-32359)

The commodity code layout long and commodity code layout short fields are now shown in the commodity code grid. By default, the fields are displayed, but you can customize them so that they are not displayed in the grid.

(B-32356)

Filter function implemented on specs.

Previously, you could not display revision options and project options in the SPRD Plus filter as in the Forms UI. With this user story, this feature was introduced in SPRD Plus. To implement this feature, the Display toolbar button was added in the main toolbar of the spec designer with which user can filter on various criteria.

(B-34333)

Till now, if the attributes assigned to object parameter details are not a subset of attributes assigned to the table, an alert appears with the message ‘The Geometric is not valid to the object’. This validation was removed to have the same functionality as in the classic forms UI.

(B-36435)

Color and Description of branch table.

Assigning color to parts in branch editor and configuring text in the cell was enhanced. The following options can be configured in each cell:

Group / Part [Default view]

Short Description of Part

Short Description of Branch Table Assignment

The new project default ZS_BRD_CFG has been introduced. It controls the visual presentation of branch details in SPRD Plus. The following are the three valid values:

B - The branch details view is configured to show the short description of branch table details.

G - The branch details view is configured to show the group/part view.

P - The branch details view is configured to show the short description of part. This is the default value.



(B-47319)

The implemented CIP should only ask/inform about unsaved changes in case there are really unsaved changes to the specification.

(B-53036)

Now you can view the specification code at the top of the specification header on all the tabs like Cover Page, Temperature Pressure, Components and Notes.

(B-53095)

Logon is changed to Login.

(CR-MA14149)

In the component manager screen, all the menu items of the project and product group are displayed.

Now the product group items will be displayed in BOLD font and the project group in normal font distinctively.

(CR-MA8343)

When the mouse is moved to a particular row of the COF dialog box, any error message on the tooltips of that row will be displayed on a new label control at the bottom of the dialog box.

(B-53037)

The unit is now set automatically while creating a new spec item from the project default ZS_UNIT_SI.

(B-53040)

The From/To LOV values in the spec item grid will now display values exactly (with the format) as in the classic UI.

(B-53041)

Now the user can assign any valid size range to a spec item in SPRD Plus as in the classic UI. The values of From 1 and To 1 need not be taken from the LOV. You can manually assign any valid size range.



(B-54761)

The new project default ZS_CC_LOVS has been implemented to redirect to the corresponding commodity code LOV spec item grid. The following are the three valid values for the project default:

C - Classic LOV

N - Special LOV

S - Simple LOV (default)

(CR-MA8613)

The spec header geometrics in the spec editor now show data in the sorted order.

(B-29724)

The search in the LOV will be performed in all columns (only text columns) if the search string starts with the % character (the wildcard for any string). The following are assumptions or constraints with this feature:

1- Each column will be searched with criteria “CONTAINS <Search String>” or in other words “%<Search String>%”. An example %Sam means searching for LIKE ‘%Sam%’

2- Only the columns with character data will be included for search.

3- In this particular case, the search will be case insensitive, meaning Asd, aSd, or ASd are all the same. Please note that in other cases when search is done only in the lookup field, it is case sensitive, that is, Demo will not match DEMO.

(B-32831)

When creating new records anywhere in SPRD Plus, the Control Status field contains the default value 1, if applicable.

(B-36433)

Support all UDFs on Commodity Codes

The user defined fields (ATTR_CHARs and ATTR_NUMs) are now displayed as in the classic Forms UI on S.30.01. This feature prevents attributes from being lost when copying commodity codes.

(B-32542)

While attaching “Product Form Part dependency” to a part that already has a dependency, an error message comes up saying a part cannot have multiple dependencies. After canceling the changes, when going back to the Component Group Item Grid, the Edit button was disabled. This has been revised, so the Edit button is enabled now as expected.



(B-32842)

It is no longer necessary to enter a geometric for a specification item in SPRD Plus to be able to enter size ranges in the From and To fields, This applies to the size ranges 1 to 5. With this change, the behavior in SPRD Plus and on the S.50.06 Specification Management screen of the classic UI is identical.

(B-56828)

If you open the grid containing real numbers, they will be displayed as per the local setting. For example, the real number 4.4 is displayed as 4.4 if the setting is “en-US” or as 4,4 if the setting is “de-DE”(German).

Login Filter

(B-32540)

A filter option was implemented on the login screen to filter the project/product group data based

on the entered conditions. Click the button to open the Filter box as displayed in the picture below.

You can select values from the drop-down lists in the Project, Discipline, Language, and Role fields. In the Description field, you can enter a search criterion for the project description. Wildcards such as % or _ are allowed. Click the Filter button to apply the filter; the displayed project records are restricted according to the specified filter criteria. You can click the Cancel button to close the Filter box without applying a filter.

A filter was implemented on the login screen that allows you to filter the displayed project records.



Unissue Specification

(B-55639)

When you try to unissue an issued specification revision that is not the highest, the highest revision of this specification is displayed with the message. A message box appears showing:

‘The specification <spec> cannot be unissued because this revision is not the highest one. The highest revision number is <rev>.’

The highest revision number is displayed in the message if you try to unissue a spec revision that is not the highest.



Component Management System (CMS) For more detailed information about the enhancements of the Component Management System

within the SmartPlant Reference Data Plus application, read the SmartPlant Reference Data

Plus Component Management System (CMS) document.

Attaching Documents to Idents

(B-47812)

In the MAV, one or more documents can be directly linked to an ident. A windows form “Manage

Documents” is provided, which has two tab folders as described below. This form will be

accessible through the right mouse pop up menu of Multi Article View (MAV). You can navigate

to this form when the grid is in read-only mode. The form consolidates both viewing attached

document(s) or attaching new documents to the selected component through these two tab

folders. You can save the attached documents to a local folder and view them.

(B-52583)

In the multi article view (MAV), the Manage Documents window has the following functionality:

Attach Document tab: This grid is provided with add, modify, and delete options. You

can add, modify, or delete the document attached to the component. The list of values

for the document code and parent document code are provided for you to select from

the grid. If the grid is in edit mode, you cannot navigate to the Upload Document tab.

Upload Document tab: This window is provided with all the fields that must be entered

to upload a document. All the mandatory fields are displayed with a star sign. You are

provided with an option to enter the URL or the path for the document to be uploaded.

Paste Overwrite Access

(B-52296)

In the Multi Article View, if you right-click on a row for a selected ident, the software displays a

shortcut menu. The Paste Overwrite command is restricted only to the users with access

privileges.

In the multi article view, documents can now be linked to idents.

In the multi article view, the Paste Overwrite sub menu item is restricted to the users with access privileges.



Supplier Linked to Class

(B-47810)

A new field is added to the Add and Update Class user interface to link a supplier to the class.

If the parent node has an existing supplier, the supplier gets propagated when a new sub class

is added.

In the multi article view (MAV), when you select an ident and right click for the shortcut menu,

the View menu item consists of the following commands:

Supplier Details

Commodity Template Details

If you select supplier details, a read only form is displayed. You can view the details of the

supplier linked to the selected ident.

If you select commodity template details, the commodity template details are displayed in a

read only grid.

Property Groups

(B-50398)

In the Multi Article View (MAV) you can now show properties selectively from a specific

property group.

On the CMS Explorer, open the menu with a right click on the class and select the Display

Idents item.

The available property groups are listed. Select a property group. The Multi Article View

displays only the properties of the selected property group.

To view all properties (default) select the All Properties item from the menu.

Suppliers can now be linked to classes.

Properties assigned to property groups can now be displayed selectively on the Multi Article View. On the Single Article View, the properties are displayed grouped by property group.



When you create new idents, you can additionally display mandatory properties, unique

properties or both (from other property groups) in the MAV. Right click in the upper left field on

the MAV grid to open the menu and select any of the available options. This option is not

available if all properties are displayed.

On the Single Article View (SAV) the properties are now displayed in framed boxes as defined

by the property groups.



Ident Code Not Mandatory in XML File

(B-52048)

When an XML article file is imported, the article mapping configuration requires certain XML

elements to be mapped with mandatory CMS elements. The mapping configuration for

IDENT_CD_A and IDENT_NLS_A is not mandatory for XML import. Therefore, the ident is not

mandatory to be mentioned in the XML file.

Reason Field Now Optional

(B-52298)

While transferring idents from CMS to the SAP workload from the Explorer View or from the

Multi Article View, you are provided with a Reason field, which used to be mandatory to

transfer the idents. This field is now optional.

Add, Update, Delete Classes

(B-52284)

A new menu item is added in the class systems grid pop up menu. You can add, modify, or

delete the classes in the selected class system.

Add a class – All the properties are inherited.

Update a class – The validation for the logical unique key is performed.

Delete a class – Association of idents is checked before deleting a class.

You have two options to select a parent class.

F9 – Displays the list of all the classes.

Shift + F9 – Displays the hierarchical display of classes.

The ident code is no longer mandatory in the XML file.

The Reason field to be entered when transferring idents from CMS to SAP is now optional.

A new menu item in the class systems grid pop-up menu can be used to add, modify, or

delete the classes in the selected class system.



Explorer View Context Menu Enhanced

(B-04787)

The context menu in the Explorer view has been enhanced with new options. You can

copy/paste a class to the same or a different class system. The new Copy Node Options

feature is introduced by which you have an option to select the properties that have to be copied

for a class. The new available shortcuts are:

F5 - Refresh

F2 - Modify Class Name

F6 - Add a Class

F2 + F2 - Update a Class

Del - Delete a Class

Ctrl + C - Copy a Class

Ctrl + V - Paste a Class

Ctrl + Shift + C - Copy Node Options

F4 - Assign properties

Alt + L - Class Layout

New Service to Insert Commodity Codes

(B-54870)

The new web service CmsServices is developed to insert commodity template codes and

property values including approver’s name, link to ITR template, tag number, and validity date.

This service can be used to insert commodity codes (of type commodity template) and its details.

See the Component Management System User’s Guide for the details of the service

implementation.

The context menu in the Explorer view has been enhanced with new options.

.

A new service was implemented that can be used to insert commodity codes of type

commodity template.

.



WCF Service Enhancement

(B-57111)

The CmsServices service now addresses:

• CMS Details

• CMS Link Commodity Codes

The web service was changed with regard to:

• Query: The output transfer object has a list of linked commodity codes in addition to the

commodity header and detail.

• Insert: Allows the insertion of the linked commodity codes.

• Update: Allows addition or deletion of linked commodity codes.

New Keyword Grid

(B-52285)

A new grid is available to the user to add/modify/delete keywords of all the classes in the class

system. This grid can be invoked through the context menu on the Create Class Systems

screen by selecting a class system. You must select Bulk > Keywords in the context menu. To

add keywords, you can select a class and add keyword sequence and keyword.

The service CmsServices now supports CMS Details and CMS linked commodity codes.

A new grid was implemented to add, modify, or delete keywords for the classes of the class

system.



MAX CHAR LENGTH

(B-52287)

The new MAX CHAR LENGTH column is available while adding a new class system. You can

limit the number of characters for keywords, short descriptions, and descriptions of all the

classes in the class system by entering a numeric value in this column that will represent the

maximum character length. If this field is left blank, the default value is 4000.

New CMS Details Fields

(B-56078)

The following fields were added to the CMS Details tab of the S.30.01 Commodity Codes

screen in SPRD Classic:

• ITR Commodity Code

• Short Desc

You can add only one ITR (Initial Technical Requirement) template for a commodity code. Hence

you cannot add a new row in this tab page. The ITR commodity code associated to a commodity

code cannot be the same as the commodity itself.

These details are applicable for the commodity codes only of the type Commodity Template.

New Attribute Translation Screen

(B-52302)

The new XA40 Translations menu item is added to the Administration menu. Select this menu

item to open the Translate Attributes screen.

With the new MAX CHAR LENGTH column, you can limit the number of characters for

keywords, short descriptions, and descriptions of the classes.

.

New fields have been added to the CMS Details tab of the S.30.01 Commodity Codes

screen.

The Translate Attributes screen can be used to translate the help text, hint text, and label

text of an attribute into another language.



On this screen, you can translate attribute text into another (selected) language.

The attributes are displayed in the grid according to your selection. You can select an attribute

group from the drop-down list in the Attribute Group field as displayed in the picture below.

Or, you can select the Query For Attributes check box and enter a query condition in the field

next to the check box. You can use wildcards like % or _ in this field. Finally, click the Show

Attributes button to view the attributes matching the search criterion. The picture below shows

an example.

The From Language field shows the language you want to translate from, and the To

Language field shows the language you want to translate to. The login language is shown in the

From Language field by default. But you can change this language by selecting another

language from the drop-down list. You must select the language for the translation from the

drop-down list in the To Language field.

In the grid, the following text can be translated:

• Help Text

• Hint Text

• Label Text

You cannot edit the text for a selected ‘from language’ in the From Hint Text, From Label Text,

and From Help Text fields. But you can enter/edit the text for the selected ‘to language’ in the

To Hint Text, To Label Text, and To Help Text fields.



Performance Improvement in MAV

(B-59361)

Generation of new articles and update of articles in the multi article view was taking more than

the expected time. This behavior was more visible for those classes with a greater number of

properties corresponding to the ident NLS getting built. With the implementation of this user

story, this performance time is resolved. In both the cases – building new articles and updating

the existing articles – the transaction time was significantly decreased.

The performance has been improved for the creation and update of articles in the MAV

(multi article view).

E&PI (BOM)



(B-54859)


a commodity code of type ‘Commodity Template’ is shown on the Line Items tab of the R.30.01

Maintain Requisitions screen.

FLC Enhancements

(B-45221)

1) Changes for Config Item fields Value and Default

General changes:

You cannot enter any value in the Value field where it’s not applicable, that is, for items GUID,

IGNORE, NODE_LEVxN, POS_CC, POS_CG, POS_CP.

Values are allowed for the items NODE_ATTR, POS_ATTR.

Specific changes:

POS_ISTAT: This setting is on the node level. If the first row belonging to a node does not have

a value for the issue status set, then the value from the import job is taken. An LOV has been

implemented in the Default field for the POS_ISTAT item. If a value is entered in the Default

field, it will be applied to records where a value for the issue status is missing.

POS_LSTAT: Setting on the position level. Added necessary functionality to import processing.

POS_QTY: Value or default is taken, depending on what is filled. Value has priority.

POS_ITR: Is already filled by the CIP M_PCK_OMI_CUSTOM.omi_set_item_type.

E&PI (BOM)

The approval user assigned to ‘Commodity Template’ commodity codes is displayed on B.20.03.

Several enhancements have been implemented in the FLC configuration to make it more

user-friendly.

E&PI (BOM)


POS_ATTR: Enabled setting of defaults.

NODE_ATTR: Enabled setting of defaults.

2) Sort option for BOM Position data within each end node

A sort order can be defined on the configuration header level using the Define Sort Order

button.

Window 4 opens where the sortable items of the current configuration are displayed. Double-

click the items in the Item field in the order you want to add them to the Sort Positions By field.

Select the Descending check box before you double-click the item to add the keyword DESC;

that is, this column will be sorted in descending order.

The following items can be used for sorting if they are used in the selected config:

POS_IDENT

POS_CC

POS_CG

POS_CP

POS_ITR

POS_LSTAT

E&PI (BOM)


POS_OBJECT

POS_OPTION

POS_SHORT

POS_SIZEn

POS_SPEC

POS_TAG_NU

When you have added the needed sort items, click the Apply button to apply this sort order.

Window 4 is closed and the defined sort order is displayed in the Sort Positions By field on

B.10.41. Click the Cancel button to return to the configuration without applying changes. To

clear the sorting field, you can click the Remove button.

If no sort order is defined, the standard sort order is used, which means that the order of position

data of the import file (fload_id) is kept.

FLC Import supports TAB Commodity Codes

(B-58546)

BOM import via FLC is now capable of importing item type TAB commodity codes including a list

of attached attributes that will be used to create the idents and be stored as ident values.

Mandatory information for importing commodity codes of item type TAB is:

Commodity Code

Tag Number

For the ident attributes, the new flat config item POS_IATTR has been introduced on the

B.10.41 Flat Configurations screen.

Several enhancements have been implemented in the FLC configuration to make it more

user-friendly.

E&PI (BOM)


The FLC configuration can contain a maximum of 120 attributes. If a configuration contains items

of type POS_ATTR and POS_IATTR, the sum of both items together is limited to 120 items.

E&PI (Requisitions)



(B-54859)


a commodity code of type ‘Commodity Template’ is shown on the Line Items tab of the R.30.01

Maintain Requisitions screen.

Rename Requisition

(CR-MA14847)

On the R.30.01 Maintain Requisitions screen, the restrictions on renaming an engineering

requisition that is linked with a planned requisition have been lifted. That is, renaming is now

generally allowed in such cases.

XLS Import of Requisitions

(B-58550, B-58592)

It is now possible to import requisition data from an Excel file on the R.40.03 ORI - Import Jobs

screen. The new Data Source field was implemented on R.40.03.

E&PI (Requisitions)

The approval user assigned to ‘Commodity Template’ commodity codes will be displayed on R.30.01.

You can now rename a requisition although it is linked with a planned requisition.

Requisition data can now be imported from an Excel file.

E&PI (Requisitions)


From the drop-down list in the Data Source field, you can select the file format for the import.

The available options are:

From ORI ASCII File

From Excel Template

If you select the (new) option ‘From Excel Template’, you must provide an Excel file with a

structure corresponding to the template delivered with the software. You can find the template

Requisitions_Template.xls in the ..\others\excel_templates folder on the application server.

If there is a hint text available, it is displayed if you click in the header field.

Drop-down lists are available for the check box fields. The available values are Y (check box

selected) and N (check box cleared).

E&PI (Requisitions)


The following data can be imported with this Excel file:

Level Name Mandatory? Field Name in R.30.01

Requisition

Header

NODE PATH Y Req Node Path

REQUISTION CODE Y Engineering Requisition

REQUISITION SUPPLEMENT Y Suppl

ORIGIN Y Origin

PURCHASE Y Purchase (check box)

REQUISITION STATUS Y Status

TECH EVAL REQUIRED Y TE Rqd (check box)

READY FOR APPROVAL Y RfA (check box)

ORIGINATOR Y Originator

BUY CYCLE SEQUENCE N Buy Cycle

ACCOUNT CODE N Account Code

MILESTONE SET N Milestone Set

BLANKET ORDER NUMBER N Blanket Order

BLANKET ORDER

SUPPLEMENT

N

BLANKET ORDER ORIGIN N

MATERIAL GROUP N Matl/Work Group

REQUISITION CATEGORY N Category

NLS INFORMATION

NLS <<->> SHORT DESC <<->>

DESCRIPTION

N

Nls

Short Desc

Description

E&PI (Requisitions)



REQUISITION ATTRIBUTES

ATTR CODE <<->> ATTR VALUE

N

Attribute Name

Attribute Value

Requisition

Line Items

POS Y Pos

SUBPOS Y Sub

TOTAL RELEASE QTY Y Released Quantity

RELEASE QTY UNIT Y Quantity Unit

BUDGET Y Budget

CURRENCY Y Currency

WEIGHT Y Unit Weight

WEIGHT UNIT Y Weight Unit

TECH EVAL REQUIRED Y TE Rqd (check box)

TAG NUMBER Y Tag Number

ITEM TYPE Y Item Type

IDENT CODE Y Ident Code

ALLOW RTP Y Allow RTP (check box)

FORCE RTP Y Force RTP (check box)

ACCOUNT CODE N Account Code

DELIVERY DESIGNATION N Delivery Designation

ROS DATE N ROS Date

PROCURE CHANNEL N Procure Channel

REQ LINE ATTRIBUTES

ATTR CODE <<->> ATTR VALUE

N

Attribute Name

Attribute Value

E&PI (Requisitions)



REQ LINE AC INFORMATION

ACCOUNT CODE <<->> QTY <<->>

QTY UNIT <<->> BUDGET <<->>

CURRENCY

N

Account Code

Released Quantity

Quantity Unit

Budget

Currency

REQ LINE CCL CC LAYOUT SHORT

CC LAYOUT LONG

N

Layout Short

Layout Long

TAG DEF COMMODITY GROUP

COMMODITY GROUP DISCIPLINE

COMMODITY PART

COMMODITY PART DISCIPLINE

Commodity Group

Discipline

Commodity Part

Discipline

MSCM


Project Material Groups

(CR-MA14080)

With project default ZP_POP_MG set to Y, project material groups entered on the Project

Material/Work Groups tab of the P.20.01 Suppliers/Subcontractors screen now show up on

the Material/Work Groups tab, independently of the origin of the supplier-related data (that is,

data entered directly on the A.10.23 Companies and P.20.01 Suppliers/Subcontractors

screens vs. data provided by the supplier via login request and questionnaire).

Before Submit CIP

(CR-MA13854)

The new CIP CHECK_BEFORE_SUBMIT has been added to the package

M_PCK_COMPANY_CUSTOM.

When you click the Submit button on the P.20.02 Login Requests screen to submit the entered

login request, the CIP CHECK_BEFORE_SUBMIT will be executed.

You can use this CIP to implement any checks or actions to be performed before the login

request is submitted.

MSCM

The project default ZP_POP_MG controls the display of the project material/work groups on

the Material/Work Groups tab.

The new CIP m_pck_company_custom.check_before_submit has been implemented.

MSCM


Allow Bidders to View all Inquiry Supplements

(CR-MA13924)

When a bidder is added to an inquiry on a higher supplement, this bidder is not automatically

assigned to all previous supplements of this inquiry. Consequently, this bidder could not

previously view the previous inquiry supplements on eSupplier.

If you want an additional bidder to also be included in previous inquiry supplements, you must

set the new project default ZP_BIDPSPL to Y.

Quantity Split Cancellation

(CR-MA13814)

If quantities on an inquiry-only requisition have been split and awarded to different bidders and

these quantities are cancelled (partially or completed), later on the update of the corresponding

purchase requisition now takes these splits into account. The P.30.05 screen allows you to

select among the related purchase requisitions to distribute the cancelled quantities accordingly.

Inquiry Enhancements

(CR-MA13911)

Bidders can now be added to an inquiry that is not approved even if the list of bidders has

already been approved or if the approval process has been started.

Adding a bidder means that the bidder approval process is reset.

Bidders can now view all inquiry supplements via eSupplier, even if they were added to the

inquiry on a higher supplement.

If you cancel quantities that have been split on inquiry-only requisitions and awarded to

different bidders, these splits are considered to allocate the quantities accordingly.

Bidders can now be added to an inquiry even if the list of bidders is already approved. The

ROS date and the required delivery date can now be assigned to the inquiry.

MSCM


(CR-MA12706)

The ROS Date and Req Delivery Date fields have been added in the lower block on the

Requisitions tab of the P.30.21 Prepare RfQ screen. These fields allow the buyer to set the

required delivery date before the quotes are actually created. The date entered here is copied

over on the quote details later on when the inquiry is approved.

If project default ZP_X_WEEKS is set, the required delivery date is automatically filled with

ROS date - ZP_X_WEEKS * 7 days

when a requisition is assigned to an inquiry. If the project default is not set, the field remains

empty.

Automatic Bidder Selection during Inquiry Preparation

(B-52260)

1. The Class System Code and Class Rev fields were added to the P.30.11 Inquiries screen.

To assign a CMS class system to the inquiry, select a value from the LOV in the Class System

Code field. The class system revision is automatically filled in the Class Rev field.

Suppliers are automatically assigned as bidders to an inquiry.

MSCM


2. The Autoselect Bidders button was implemented on the Bidders tab of the P.30.21 Prepare

RFQ screen. This button is only available when a CMS class system was assigned to the inquiry

on P.30.11.

If you click this button, on the Bidders tab all bidders that are assigned to any class of the class

system entered on P.30.11 are entered.

CMS Idents Assigned to Inquiry

(B-52260)

The Supplier Catalog Number and Supplier Catalog Number Description fields were added

to the Quote Details tab on window 2 of the P.30.22 Commercial Evaluation and the P.30.27

Bidder Quotation screens.

Bidders/suppliers can now assign their own catalog numbers (CMS idents) to the quote

details. Ident attribute values of attribute based commodity codes are populated with the

property values of the selected CMS idents.

MSCM


To assign a supplier catalog number, click in the Supplier Catalog Number field and click the

LOV button to open window 15 where the CMS Explorer is displayed. On the left side, the

classes and sub-classes of the selected class system are shown in a tree view. If you select a

class or sub-class, the idents of this class are displayed on the right side. Only data assigned to

the selected supplier is displayed.

Select an ident and click OK to assign this ident to the quote detail and to close the CMS

Explorer. Or, you can double-click in the Ident Code field to assign the ident. Click Cancel to

close the CMS Explorer without assigning an ident. Click the Save button to save the changes;

the supplier catalog number description and the ident attribute values are populated from the

CMS ident. The description is displayed in the Supplier Catalog Number Description field. To

check the ident attribute values, click the Item Attachments button at the bottom and select the

Attributes tab.

MSCM


The picture above shows the Attributes tab; on the left it is displayed with the original values as

defined in SmartPlant Materials, and on the right with the property values overwritten from the

CMS ident.

Tender Periods

(B-52261)

The new project default ZP_TND_PRD is used to consider the tender periods of inquiries if it is

set to Y (default value is N).

The tender period begins with the approval of the inquiry and ends with an entry in the Bid Due

Date or Revised Bid Due date fields if the dates do not lie in the future.

If the tender period of an inquiry is active and ZP_TND_PRD is set to Y, you cannot open the

following screens from P.30.11 Inquiries for this inquiry:

P.30.22 Commercial Evaluation

P.30.23 Technical Evaluation

P.30.24 Download/Load Bids

Furthermore, there are four new fields on the P.30.11 Inquiries screen:

No. of Bidders - Number of bidders of the inquiry.

No. of Started Quotes - Number of bidders of the inquiry that started quotation.

No. of Finalized Quotes - Number of bidders of the inquiry that finalized quotation.

Tender Closed - Indicator whether tender period of the inquiry is closed.

The new project default ZP_TND_PRD was implemented to control if the tender periods of

inquiries are considered.

MSCM



(B-54859)


a commodity code of type ‘Commodity Template’ is shown on the Line Items and Ident Values

tabs of the P.30.23 Commercial Evaluation screen. The TE Passed check box on these tabs

can only be set when the current user is with the same as the approval user defined for the

tagged item or when no approval user is defined at all. The standard SmartPlant Materials

security functionality for setting the TE Passed check box still applies.

Free Form Entry of Progress Payment Events

(B-51966)

The creation of progress payment events on the P.30.27 Bidder Quotation screen is possible

even if the bidder does not have permissions to create new progress payment event codes on

P.10.31.

The approval user assigned to ‘Commodity Template’ commodity codes will be displayed on the P.30.23 screen. The TE Passed indicator can only be checked by this user.

Bidders without the permission to create new progress payment event codes can now enter

new codes on P.30.27.

MSCM


The bidder can use values for the code and optionally enter a description that is not defined on

P.10.31 Progress Payment Events. After entering the unknown code, a message appears as

displayed in the picture above. After confirming the message, you can also enter the short

description and description.

After saving, the new progress payment events are stored only for the selected quote summary

but are not available for selection from the LOV.

When creating an order from the quote summary, these progress payment events are

transferred to the data of P.10.31 and afterwards are available to all users of the project.

Before PO Creation CIP

(CR-MA14194)

The new CIP m_pck_po_custom.before_poh_creation is now available. This CIP runs each time

a new agreement is created. If this CIP raises an error, the agreement creation process will be

stopped.

The new CIP m_pck_po_custom.before_poh_creation has been implemented.

MSCM


By default, this CIP does not execute any code.

Get_PO_Status CIP

(CR-MA14977)

The new CIP get_po_status is now available in the m_pck_po_custom package. This function

can be used by the m_pck_config_custom package to return the status of an agreement and

display it in a CIP field on the P.50.01 Maintain Agreements screen.

Negative Prices

(CR-MA13925)

By default, negative prices are not allowed for agreement line items or schedules of values on

the P.50.07 Maintain Agreements screen.

But if you set the new project default ZP_NEG_PR to Y, negative values are allowed.

ZP_NEW_POS

(CR-MA14254)

P.50.07 Maintain Agreements now takes project default ZP_NEW_POS into account when

adding requisitions to an agreement. In detail, adding a requisition with ZP_NEW_POS set to Y

and the Summarize Line Items check box ticked on window 7 of P.50.07 will result in new sub

positions being created for material that is already found on the agreement cycle. When

ZP_NEW_POS is set to N, the quantities of the existing line items are simply increased.

The new CIP m_pck_po_custom.get_po_status has been implemented.

Depending on the setting of project default ZP_NEG_PR, you can enter negative prices on

agreement line items.

When you add new requisitions to an agreement on P.50.07, the creation of new sub

positions is now controlled by the project default ZP_NEW_POS like it is on P.30.01/.02/.04.

MSCM


Residual Costs Check

(CR-MA14293)

The new project default ZP_CHK_PPE was implemented. With this project default you can

control whether residual costs will be checked on the Prog Pay Events tab of the P.50.07

Maintain Agreements screen when you approve an agreement.

If ZP_CHK_PPE is set to Y (default), the agreement cannot be approved if residual costs

remain. If ZP_CHK_PPE is set to N, no check of the residual costs is performed while approving

the agreement.

Order Date

(CR-MA14873)

When approving an agreement on the P.50.07 Maintain Agreements screen, the order date is

now filled with the approval date and no longer with the value of the First Delivery field.

New Check Change CIP

(CR-MA14000)

The new CIP CHECK_CHANGE_SG has been added to the package M_PCK_EXP_CUSTOM.

When applying any change on a shipment group on the P.70.31 Shipment Groups screen, this

CIP is executed.

A new project default was implemented to control if residual costs are checked when

agreements are approved.

The order date of an agreement is filled with the approval date when approving the

agreement.

The new CIP m_pck_exp_custom.check_change_sg has been implemented.

MSCM


Potential Bidder Contacts

(CR-MA13397)

On the Potential Bidders tab of the P.60.03 Requisitions Planning screen, you can find the

new Contact field.

Here you can enter a contact person for the bidder. Open the LOV and select a pre-defined

contact from the list.

You can double-click in this field to open the A.10.23 Companies screen to maintain the

contacts of the bidder on the Contacts tab.

Milestone CIP Changes

(CR-MA14217)

The parameter lists of the CIPs m_pck_ms_custom.sample_fnc and

m_pck_ms_custom.calc_actual_date_master have been enhanced; the package body contains

an updated description of all existing parameters.

Furthermore, the default implementation of the latter CIP now returns the minimum among all

existing actual dates of the detail milestones related to the milestone for which the function is

called (instead of NULL).

You can now assign contacts to the potential bidders of the requisition planning.

The milestone CIPs sample_fnc and calc_actual_date_master have been revised.

MSCM


Recalculation of Derived Actual Dates

(CR-MA14360)

The Calculate Forecasted and Calc All Forecasted buttons on the P.60.01 Tagged Items

Planning, P.60.03 Requisitions Planning, and P.60.05 Milestone Explorer screens now

recalculate ALL derived actual dates again (that is, including those belonging to milestones that

have detail milestones), thereby providing the possibility of invoking all m_pck_ms_custom CIPs

involved on demand.

Milestone Label Export and Import

(B-45234)

The Download Selection and Download all Requisitions buttons on the P.60.03 Requisitions

Planning screen are replaced by the Export button.

The Calculate Forecasted buttons now recalculate ALL derived actual dates.

Milestone labels can now be imported from an Excel sheet.

MSCM


After clicking this button, a box opens where you can choose whether to export the previously

selected requisitions (Export Selected Requisitions Only check box is selected, the default) or

export all requisitions (check box cleared).

With the new Import button, you can import milestone labels of planned requisitions from an

Excel sheet.

We recommend first to export milestone labels using the provided Excel file Milestone.xls and

then to use the exported Excel sheet as a template for the import.

For further information, see the online help of P.60.03.

Update Planned Requisition

(CR-MA14876)

The P.60.03 Requisitions Planning screen now generally allows for updating the requisition

number/name of a planned requisition, even if that planned requisition is already linked to an

engineering requisition, inquiry, and so forth.

You can update the name of a planned requisition even if it is linked already.

MSCM


If you try to rename a linked planned requisition, a message appears that draws your attention to

this fact as well as the consequences (deletion of existing links, and possibly creation of new

ones if an engineering requisition that matches the changed code and the origin can be found).

You can decide whether to proceed or not.

Automatic Planning Entry Creation

(B-54945)

1. The new project default ZP_PE_CRT has been introduced to control the behavior of

automatic creation of planning entries on the P.60.01 Tagged Items Planning screen

whenever a new tagged item is created on the BOM screens.

When the value for this project default is set to N (default), there is no planning entry created

on P.60.01. When the value is set to Y, a corresponding planning entry is automatically

created on P.60.01 for every tagged item created in the BOM module.

2. The new function get_ms_val and the new procedure set_ms_planning_date have been

added to the CIP package M_PCK_MS_CUSTOM.

Using the function get_ms_val, you can return a milestone set with which the planning entry

will be automatically created. By default, this function returns that milestone set that is

marked as ‘Default’ on the P.10.62 Milestone Sets screen.

Only milestone sets with single phase planning are considered.

The procedure set_ms_planning_date allows you to define the planning date for the initial

milestone. By default, the procedure uses SYSDATE (system date). All the other planning

dates for remaining milestones are calculated and filled automatically.

Project Default ZP_HIDE_MT

(CR-MA12782)

If the project default ZP_HIDE_MT is set to Y, the internal shipment group is not displayed on

the P.70.61 Logistics Overview screen just like on P.70.31 Shipment Groups.

A new project default has been introduced to control the behavior of automatic creation of

planning entry.

The project default ZP_HIDE_MT controls whether the internal shipment group is displayed

on P.70.61.

MSCM


Update of Approved Release Notes

(B-45234, CR-MA14041)

The new ALLOW CHG RLN DATE FIELDS privilege has been introduced. If you have this

privilege, you can change the Release Note Date, Delivery Date, and Ready Date fields on the

Release Notes tab of the P.70.72 Expediting Details screen even after the release note has

been approved.

Package Import

(CR-MA13821)

When importing package items of a release note, the package of the package item can now be

changed to another package of the same release note.

Detail Tag Assignment

(CR-MA12782)

After a tag is split, the detail tags are assigned to the same shipment group as the master tag.

This change affects the P.70.72 Expediting Details and P.70.31 Shipment Groups screens.

You can update approved release notes if you have the (new) ALLOW CHG RLN DATE

FIELDS privilege.

The package import on the P.70.74 screen has been changed.

When splitting a tag, the detail tags are assigned to the same shipment group as the master

tag.

MSCM


Delete Shipment Groups

(CR-MA14074)

A dialog box showing a confirmation message was implemented. This dialog box is opened

when the DELETE SG button is clicked on the P.70.31 Shipment Groups screen.

To avoid unintended deletion of all shipment groups, you must acknowledge a message before

the shipment groups are actually deleted.

The help triggers for buttons were added and the visual attribute for the check box revised.

Multi Project Access on VDRs

(CR-MA14699)

On the P.70.81 VDR Submittal and Status screen, you can now access all projects if you own

the MULTI PROJECT privilege, regardless of whether a user security exists for all other projects

or not. Missing user securities are automatically created in the background.

Load Traffic Revised

(CR-MA14167)

The Directory for Upload button on the P.80.02 Load Traffic screen was renamed to Upload.

Deletion of shipment groups must now be acknowledged to avoid unintended deletion.

The VDR Submittal and Status screen now allows multi project access.

The load traffic functionality has been revised to allow upload to the application server.

MSCM


The functionality of this button has been revised to enable the upload of a traffic import file to the

application server.

As a prerequisite for this new functionality, you must administer the following DBA settings on

the A.60.04 DBA Settings screen:

General Database Settings

TRAFFIC_IMPORT_PATH

Application Server Settings

TRAFFIC_UPLOAD_DEST

TRAFFIC_UPLOAD_URL

For more information, see the SmartPlant Materials DBA Settings guide, available from the

Printable Guides page in the software.

Load Traffic Updates MOC

(CR-MA14503)

The Replace check box has been implemented on the P.80.02 Load Traffic screen.

If this check box is selected, the import job will delete existing means of conveyance first before

importing the (updated) data from the import file. This deletion will only take place if the data of

the means of conveyance is not yet used by other modules (the rules are the same as on

P.80.51 Traffic Fast). If the means of conveyance cannot be deleted for any reason, an error

message is written to the online log file/error log.

It is no longer possible to define the same BOL (bill of lading) number twice for the same means

of conveyance.

It is now possible to update a means of conveyance with a traffic import. Identical BOL

names are now longer allowed for a means of conveyance.

MSCM


Traffic Fast Queryable Fields

(CR-MA14074)

The Fab Location and Fab Ctrl Number fields on Window 2 of the P.80.51 Traffic Fast screen

are now queryable.

Enter-query LOVs have been added to all queryable fields on Window 2.

Several visual attributes of check boxes have been revised to adjust them to the visualization

concept.

Fab Tracking Enhancement

(CR-MA11944)

The P.90.11 Maintain Fab Tracking screen now offers 100 attribute fields and 50 CIP fields.

The queryable fields on Window 2 of P.80.51 have been improved to make the search more

user-friendly.

The Fab Tracking screen now offers 100 attribute fields and 50 CIP fields.

Site


Field Material Control

Attachment Buttons on Receiving Screens

(B-51968)

The Attachment button was added to all receiving screens in the Site module to open the

D.90.21 Attachments screen to be able to attach attributes.

The button was implemented on these screens:

C.20.01 Prepare MRR by PO

C.20.01.02 Prepare MRR by PO 2

Site

The Attachment button was implemented to allow attachment of attributes to MRR headers

or items.

Site


C.20.02 Prepare MRR by Traffic

C.20.03 Prepare MRR by Direct Receive

C.20.04 Prepare MRR by Release Notes

C.20.05 Prepare MRR by Packages

The D.90.21 screen was modified to show the MRR number in the header of the screen when

D.90.21 is opened from a receiving screen.

If D.90.21 was 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 MRR or line item deletion, the attached attributes are also deleted.

The attributes can be changed / added / deleted at any time, whether the MRR was posted or

has a revision greater than 0.

Before Post MRR CIP

(TR-MA13940)

The new CIP check_before_post_mrr has been added to the package m_pck_site_custom. This

CIP is called when you click the Post button on the Site receiving screens C.20.01, C.20.01.02,

C.20.03, and C.20.04, and to the C.20.07 Post MRR to Inventory screen.

You can use this CIP to implement any checks or actions to be performed before the MRR is

posted.

MIR Performance Improvements

(TR-MA13786)

Performance improvements have been implemented for the following functionalities:

Post of an MIR

Unpost of an MIR

Creating MIR revision

Deleting MIRs

The new CIP m_pck_site_custom.check_before_post_mrr has been implemented.

Improved performance of POST, UNPOST, REVISION, and DELETE of Material Issue

Reports (MIRs).

Site


New Project Default ZC_EXC_MIR

(CR-MA14236)

The new project default ZC_EXC_MIR was implemented. This project default controls if the

Exclude MIR quantities check box is set as the default or not on the C.30.01 Forecast Run

and on the C.30.11 Reservation Run screens.

If the project default is set to Y, the check box will be selected when you create a new

forecast/reservation run on C.30.01/C.30.11. If the project default is set to N, the check box will

not be selected when you create a new forecast/reservation run on C.30.01/C.30.11. You can

change the setting of the check box on the screen.

Forecast Run Performance Improvements

(TR-MA13788)

Performance of the forecast run execution was improved.

Performance of calling the C.30.02 Reserved Nodes screen from C.30.01/.11 was also

improved.

Reservation Run Performance Improvements

(TR-MA13619)

The performance of reservation runs was improved.

A new project default was implemented to control the default setting of the Exclude MIR

quantities check box.

Improved performance of forecast run and reserved nodes screen.

The performance of the reservation runs was improved to reduce the job execution time

significantly.

Site


Site Inspection Status Changes

(B-54945)

The new procedure on_site_insp_status_change has been added to the CIP package

M_PCK_SITE_CUSTOM. This procedure with user defined logic is invoked every time the Site

Inspection Status field is changed on the C.50.11 Site Inspection screen.

Site API uses License Seat

(B-45239)

The Site API takes a site license on every call of public procedures and functions.

A new CIP procedure is invoked when the Site Inspection Status is changed.

Each call of the Site API uses a Site license seat.

Others


Assessments

Catalog and Price List Status

(B-51346)

The following enhancements were implemented.

On the AS.10.05 Price Lists screen:

The valid values in the Rev Status field are VALID, INVALID, and FROZEN.

The status of price list catalog (PLC) will be INVALID before you import the price list

items.

Once the price list items are imported, the status changes to VALID.

All revisions regardless of status can be revised to the next available highest revision.

A PLC can be FROZEN only when its present status is VALID and the catalog used is

also FROZEN.

On the AS.10.04 Catalogs screen:

The valid values in the Rev Status field are VALID, INVALID, and FROZEN.

Initially, when a catalog is created, the status of the catalog is set to INVALID.

If the catalog is consistent and you click the Check Catalog Consistency button, the

catalog status is changed to VALID.

All revisions regardless of status can be revised to the next available highest revision.

A catalog can be FROZEN only when its present status is VALID.

VALID catalogs along with FROZEN catalogs are now eligible to be used in a price list

on AS.10.05

When you modify a VALID catalog that is already linked to a price list, the changes are

reflected automatically in the price list as well.

Others

Enhancements were implemented with regard to the catalog and price list status.

Others


Documents

Document Description

(CR-MA13682)

The length of the document description was enlarged from 256 to 2000 characters.

Document Highest Revision

(B-53058)

On the Documents and VDRs tabs of the D.90.21 Attachments screen, the new Set Highest

Rev button has been added.

Using this button replaces the current revision of the attached document with the highest

revision of the selected document.

This button is only enabled if the highest available revision of the document is not yet attached.

The Document Description field was enlarged to 2000 characters.

The Set Highest Rev button allows the replacement of the current revision of the attached document with the highest available revision.

Others


Document Sequence Number

(CR-MA14107)

The sequence number of attached documents is now kept whenever possible when documents

travel along in the workflow and get copied from one business object such as a requisition to

another business object such as an inquiry or an agreement.

Reports

Report Start Customization

(V-ID3422)

A new feature was implemented to the custom library A6071_CUSTOM.PLL.

The PRESS_START procedure offers the users the possibility to investigate and implement their

own programming, including the start of their own report. This procedure still uses the present

parameters and the selected values for them, like the standard procedure.

The procedure becomes active if the Start Report button is clicked and the PRESS_START

procedure returns the value Y.

As long as the PRESS_START procedure returns the value N, nothing changes in the known

behavior of the A.60.71 Start Reports screen.

The sequence number of an attached document is now kept when copying the document in downstream workflows.

The start of reports using the A.60.71 Start Reports screen can now be customized.