WIXLIB

ExplanationSetupWhen starting a new project in SmartPlant Materials, you must define the Site-related projectdefaults and perform the setup of the Site module.Project DefaultsYou can find a detailed description of how to set project defaults and the purpose and usage ofeach project default in the Site chapter of the SmartPlant Materials Project Defaultsdocumentation, available from the Printable Guides page in the software.Some of the project defaults must be set before any MRR can be created. Others are optionaldepending on the detailed workflow established by the project.Project DefaultCommentZC ALL POThis project default is used for the LOV in the Order Number field onthe C.20.01 Prepare MRR by PO screen. Depending on the value, youwill see:A – (default) all approved purchase orders (POs),C - all approved and closed POs,O - all approved POs with an outstanding quantity, that is, for which atleast one line item exists with an expected quantity greater than zero,R - all approved POs with at least one line item on it with an expectedQTY and that is not received by an unposted MRR.10ZC AOS DATThis project default controls whether the AOS (Arrvial On Site) date isset when posting the MRR (ZC AOS DATE N, default) or whenentering the date value in the Matl Recv Date field(ZC AOS DATE Y).ZC BIN LOCThis project default controls if the warehouse logic (Warehouses likeC.10.03 and Locations like C.10.01) is used (ZC BIN LOC WHTU,default), or if the bin location logic is used (ZC BIN LOC BLOC).ZC CR OSDSWith this project default, you specify if the Auto create OSDs checkbox is selected (ZC CR OSDS Y, default) when you create newMRRs on the C.20.01 and C.20.04 screens.ZC OPTIf this project default is set to N (default), the ShortDesc, Description, Recv By, Shipper, and Shipper Ref Numberfields are mandatory and must be filled when creating a new MRR. Ifthe project default is set to Y, these fields are optional.ZC QTYRECVIf this project default is set to Y (default), the received quantity of a newMRR item is filled with the expected quantity. If ZC QTYRECV is set toN, the received quantity is filled with 0 (zero). In both cases, thereceived quantity can be updated.SmartPlant Materials A-Z Training - Material Receiving on Site

ExplanationZC STATUSAny site material status defined on C.10.06 can be assigned as thedefault receiving status. This default is used when creating new MRRs.ZC UPD EXPIf this project default is set to Y, the actual on site date in expediting forall item shipments that are included in the MRR is updated with thereceiving date of the item shipment or the system date when postingthe MRR. If ZC UPD EXP is set to N (default), the actual on site datein expediting is filled with the system date.PrivilegesA few privileges must be granted to allow the user to handle MRRs. These privileges are listedbelow.ALLOW POST MRRUsers with this privilege can post MRRs on the C.20.01.02Prepare MRR by PO 2 screen.UPD DOC DESCUsers with this privilege can update the short description anddescription for posted MRRs and for MRRs that have a revisiongreater than 0 (zero).Site LocationsMaterial that is received on site and booked into the inventory is stored at a location in awarehouse. All material in the inventory is handled with an assigned warehouse, location,receiving status, and quantity unit.For easy identification, a location should be related to a real physical material storage location.Site locations are defined on the C.10.01 Site Locations screen.The name of the site location appears in the Location field and the descriptions in the ShortDesc and Description fields. To make a location a quarantine location, the Quarantine Locindicator must be selected. A quarantine location is needed for the Site inspection feature. Aquarantine location is not available to issue material; therefore, material assigned to aquarantine location cannot be selected on the material issue screens. The Cable Drum indicatorcan be used for reporting purposes; it is not used anywhere else in SmartPlant Materials.SmartPlant Materials A-Z Training - Material Receiving on Site11

ExplanationWarehousesA warehouse is just an abstraction that does not necessarily relate to a real or physical materialstorage location. Choose a name for your warehouse that is easy to identify.Different types of warehouses can be defined as listed below.Standard Warehouse (with no special usage)A standard warehouse is defined by entering the warehouse name with its descriptions andselecting the Use for Issues indicator. Overissues of material (C.20.21, C.20.22, C.20.22.02)are not possible with a standard warehouse.Overissue WarehouseTo use a warehouse as an overissue warehouse, you must assign a company to the warehouseby selecting the company from the LOV in the Company field. All companies defined on A.10.23and with the company type SUBCONTRACTOR assigned are available for selection.Design Change Issue WarehouseThis warehouse type is used for design change issues.Scrap WarehouseA scrap warehouse is used by the site inspection feature. Material that does not pass the siteinspection is transferred to the scrap warehouse and is no longer available to be issued orreserved.Nested Plate WarehouseNested plate warehouses are used for steel plate handling. You cannot receive material into thiswarehouse. Only steel plates can be transferred into a nested plate warehouse.This indicator cannot be combined with other warehouse types. You cannot assign a companyto a nested plate warehouse.Corporate WarehouseUsually, when a project has been completed, material is left over that is not needed for theproject anymore. To save time and money, this material can be made available to be used inother projects. The Corporate Warehouse (CWH) functionality can be used to manage thisremaining material: to take it from the completed project and to make it available to otherprojects. The corporate warehouse functions as a pool to provide leftover material to otherprojects.Free Issue Material (FIM) WarehouseFIM warehouses are used to provide free-issue material. Commonly, this material is receivedfrom the EPC’s customer and made available for usage.12SmartPlant Materials A-Z Training - Material Receiving on Site

ExplanationWarehouses can be defined on the C.10.02 Warehouses screen.You can create a new warehouse by entering a name in the Warehouse field and descriptionsin the Short Desc and Description fields. The appropriate indicator(s) must be selected todefine the warehouse type as described above.The indicators can only be selected or cleared as long as no material has been receivedin that warehouse.Warehouse UsersThe warehouses must be assigned to users who can access the warehouse in the project.Warehouses are assigned to users on the C.10.03 Warehouses to User screen.In the first (Users) block, the user appears with his first name, last name, phone numbercompany, department, and manager. In the second (Warehouses to Users) block, thewarehouses to which the user has access must be entered. The user can access the assignedwarehouses for material receiving, material issue, material transfer, and forecast andreservation runs.SmartPlant Materials A-Z Training - Material Receiving on Site13

ExplanationSite Material StatusThe site material status is needed to classify the material condition upon receipt on site. Thematerial statuses must be pre-defined for use on the material receiving screens (C.20.01,C.20.01.02, C.20.02, C.20.03, C.20.04, and C.20.05).You can define site material statuses on the C.10.06 Site Material Status screen.You can define a new status by entering a unique sequence number in the Seq field, the statusname in the Status field, and descriptions in the Short Desc and Description fields.Site RulesMRR RulesMaterial Receiving Report (MRR) rules must be pre-defined for use on the material receivingscreens (C.20.01, C.20.01.02, C.20.02, C.20.03, C.20.04, and C.20.05). When you create anMRR, a procedure automatically generates the MRR number using the MRR rule.MRR rules can be defined on the C.10.07 MRR Rules screen.The MRR rule name appears in the MRR Rule field and the descriptions in the Short Descand Description fields. The naming rule is specified in the MRR Definition field. For the ruledefinition, you can use fixed parts and a sequence number. The number of digits in thesequence is defined by a number of 0 (zeros) delimited by the special character #. You can usethe LOV to select this part of the rule. The fixed parts of the rule can be used to mark the type ofthe document (MRR), to indicate the project, or anything else.The example rule in the picture above would create MRRs like ‘MRR-0001-ZA’.The MRR rule defined as the default rule with the Default indicator is used when no other rule isassigned to the user. If you want to use different MRR rules for particular users, you must assignthe MRR rules to users on the C.10.21 Set Environment screen.14SmartPlant Materials A-Z Training - Material Receiving on Site

ExplanationOSD RulesOver, Short, or Damage (OSD) rules must be pre-defined for use on the OSD screens(C.20.09.01 - .06). When you create an OSD, a procedure automatically generates the OSDnumber using the OSD rule.OSD rules can be defined on the C.10.12 OSD Rules screen.The OSD rule appears in the OSD Rule field and the descriptions in the Short Descand Description fields. The naming rule is specified in the OSD Definition field. For the ruledefinition, you can use fixed parts and a sequence number. The number of digits in thesequence is defined by a number of 0 (zeros) delimited by the special character #. You can usethe LOV to select this part of the rule. The fixed parts of the rule can be used to mark the type ofthe document (OSD), to indicate the project, or anything else.The example rule in the picture above would create OSDs like ‘OSD-0001-ZA’.The OSD rule defined as the default rule with the Default indicator is used when no other rule isassigned to the user. If you want to use different OSD rules for particular users, you must assignthe OSD rules to users on the C.10.21 Set Environment screen.User RulesThe user’s role in a project determines if he is permitted to receive, issue, transfer, or countmaterial on site or create OSDs. In agreement with this role, pre-defined rules must be assignedto the user within the project. These rules are used if the user creates MRR-, MIR-, MRI-, MTR-,PICS-, or OSD-numbers.You can assign rules to users on the C.10.21 Set Environment screen.All project users appear with their disciplines and roles. Rules are assigned to the user in thecorresponding fields, for example, MRR Rule and OSD Recv Rule.If no MRR rule assignment exists for the user in the project, and none of the existingMRR rules were defined as the default, the user cannot create an MRR.SmartPlant Materials A-Z Training - Material Receiving on Site15

ExplanationMaterial ReceivingAssign a receiving status to project default ZC STATUS. This status is set when you create anew material receiving report (MRR). The MRR number is generated automatically based on thepre-defined MRR rule assigned to the user. If no MRR rule was assigned, the MRR rule markedas the default is used. The revision of a new MRR number is always 0 (zero) and is increasedby 1 automatically when an MRR revision is made.Material can only be received in a corporate warehouse in the project owning thewarehouse.This training guide describes material receiving by PO. For more information about the otherreceiving methods, see Material Receiving in the SmartPlant Materials Site User’s Guide,available from the Printable Guides page in the software.Receiving by POFor material receipts on site based on purchase orders or notices of commitment and theirshipments, you can use the C.20.01 Prepare MRR by PO screen.To create a new material receiving report (MRR), you must select the order number from theLOV in the Order Number field. The LOV displays agreements depending on the value of theproject default ZC ALL PO:16 ZC ALL PO A - All approved purchase orders (PO) and notices of commitment (NOC). ZC ALL PO C - All approved and closed POs and NOCs.SmartPlant Materials A-Z Training - Material Receiving on Site

Explanation ZC ALL PO O - All approved POs and NOCs with outstanding quantities, which means atleast one line item exists with an expected quantity greater than zero. ZC ALL PO R - All approved POs and NOCs with at least one line item with an expectedquantity greater than zero and that are not already received by an unposted MRR.Enter the receiving date in the Matl Recv Date field, or select it from the LOV.If the project default ZC BIN LOC is set to BLOC, a site code must be selected from the LOV inthe Site Code field. Next, select the warehouse from the LOV in the Warehouse field and thelocation from the LOV in the Location field. The status is set automatically when the projectdefault ZC STATUS is set. The status can be changed when you select a status from the LOVin the Recv Status field. The warehouse, location, and status entered on the MRR header levelare used as the default for the MRR details and the inventory receipts.MRR descriptions can be entered in the Short Desc and Description fields. The next fields areoptional and free text fields. If shipment groups were defined for the selected PO in Expediting,you can select a group from the LOV in the Shipment Group field. The name of the person whoreceived the material can be entered in the Received By field, the name of the shipper inthe Shipper field, and any shipper reference number in the Shipper Ref No field. Finally, savethe new MRR.The Auto create OSDs check box can only be selected for unposted MRRs with revision 0. Thedefault of this check box is controlled by the project default ZC CR OSDS. If the check box isselected, OS&Ds are created automatically when you post the MRR with the Post button. TheOS&Ds are created as 'Over' or 'Short'. There is no automatic update on OS&Ds. Only materialthat has already been posted to the inventory is taken into account when the softwaredetermines whether an OS&D must be created or not.The OS&Ds that are generated here appear on C.20.09.01 OSD for Receiving only.Select the only Release Note shipments option to populate only shipments of the assignedagreement that are also on a release note (depends on the project default ZC ALL PO).You can use the Populate Order button to copy all line items of the selected agreement to theMIR.When you have selected an item shipment group from the LOV in the Shipment Group field onthe MRR header, the Populate Group button is enabled and can be used to insert all itemshipments of the selected shipment group in the Inventory Receipts block. Only the itemshipments with an expected quantity greater than zero are taken into account

SmartPlant Materials A-Z Training - Material Receiving on Site 9 . Explanation . Setup . When starting a new project in SmartPlant Materials, you must define the Site-related project defaults and