s50016 Field descriptions

TMR Id

The unique ID of a TMR. Based on the Project TMR Number Setup Method defined in the s50030 Project Purchasing Setup screen, the value in the TMR Id field is generated automatically by the system or you can manually define the ID.

Version

The version number of a TMR. The version number can start with 0 or 1 depending on the settings in the d0073 ERM System Settings dialog. When you reopen a TMR, the version number increases by one.

Buyers Queue Version

The working version of a TMR in the s50017 Buyers Queue screen.

MR Revision

The revision number of a material requisition related to a TMR.

Creation Method

The method used to create a TMR. If the TMR is created from the s22060 Engineering Material Control screen or the s40002 Requisition Register screen, the value in the Creation Method field is MTO/Part List. If the TMR is created from the s50016 Technical Material Requisition screen, the value in the Creation Method field is User Input.

Title

The title of a TMR. The title is used along with the value in the TMR Id field to identify the TMR.

Discipline

The ID of a drawing discipline related to a TMR. The valid drawing disciplines are defined in the s20015 Drawing Disciplines screen.

Requisition Category

The ID of a requisition category related to a TMR.

Project

The ID of a project related to a TMR. You can assign different projects for each TMR position if required.

System

The ID of a system related to a TMR. You can update the System field only if a value is defined in the Project field. You can assign different systems for each TMR position if required.

Cost Account

The ID of a cost account related to a TMR. You can update the Cost Account field only if a value is defined in the Project field.

Legal entity

The ID of a legal entity responsible for a TMR.

Est. Price

Estimate Price: The estimated price of a TMR.

Est. Price Currency

Estimate Price Currency: The ID of a currency related to the value defined in the Est Price field.

Site Id

The ID of the site where TMR items are required.

Required on Site At

The date when the TMR items are required on site.

Delivery Required At

The date when the TMR items are required to be delivered at the location set in the delivery terms.

Reforward items to

Indicates the TMR items are issued directly to production upon arrival instead of moving to or storing the items in a warehouse. Use the Reforward Items to field to specify the user who requires the items or the location to which the items are redistributed.

The value defined in the Reforward Items to field is applied to any new positions added to the TMR.

Person to notify upon arrival

The ID of a user who is notified when the TMR items are delivered at the designated site.

Urgent Delivery

UD: Indicates an urgent delivery requirement for the items in a TMR.

Technical handler

The ID of a user responsible for a TMR.

Reviewer

The ID of a user responsible for the review of a TMR. You can update the Reviewer field only if the Review Required checkbox is selected.

Sent for review date

The date when the current version of a TMR was sent for review.

Approver

The ID of a user responsible for the approval of a TMR.

Submitted for approval date

The date when the current version of a TMR was submitted for approval.

Approval Date

The date when the current revision of a TMR is approved.The Approval Date field is automatically updated when the TMR is approved.

Approval Group

The ID of an approval group related to a TMR. The members of the approval group are responsible for approving the TMR. The valid approval groups are defined in the s00051 Approval Groups screen.

Workflow Approval Engine

The workflow approval engine related to the approval workflow of a TMR. The values are Work Tasks and WWF.

Reason for changes

The reason given by a technical handler or a buyer for the changes to a TMR.

Reason for rejection

The reason given by an approver for the rejection of a TMR.

Review Required

Indicates a review of a TMR is required before the TMR is submitted for approval.

VDRS

Indicates a Vendor Deliverable Requirements Schedule (VDRS) is required for a TMR.

Proc Sch Required

PSR: Indicates a TMR is a target for procurement scheduling. If the Proc Sch Required checkbox is selected, the TMR is related to a procurement schedule.

Language

The ID of a language in which a TMR is created. When you create a new TMR, the default value in the Language field is the default language set up for AVEVA Enterprise Resource Management. The list of valid languages are defined in the s00004 Languages screen.

If a language is defined for the supplier related to the TMR, then the language used by the supplier overwrites any other language defined for the TMR.

Summary

The ID of a material summary related to a TMR.

Current Version

The current version of a material summary related to a TMR.

Version Assigned to TMR

The version number of a material summary at which the related TMR is created or updated.

Issued by

The ID of a user who issued a TMR.

Issue Date

The date when the current revision of a TMR was issued.

Issue Purpose

The purpose for issuing a TMR.

Version Raised Date

The date when the selected version of a TMR was raised.

External status

The external status of a TMR. The status is automatically updated through the workflow actions. When you issue a TMR, the status changes from NEW to ISSUED. The NEW status indicates that the TMR is not released for procurement yet. The ISSUED status indicates that the TMR is released for procurement.

Internal status

The internal status of a TMR. The status is automatically updated through workflow actions. There are three statuses:

• Create/Change: For new or reopened requisitions.

• Approval: For rejected TMRs or TMRs submitted for approval.

• Ready: For approved TMRs.

Rejected in Approval

RA: Indicates a TMR is rejected in the approval phase. The Rejected in Approval (RA) field is automatically updated when the approver rejects a TMR.

Accepted at

The date when the handover of the current version of a TMR is accepted by the purchase department.

Accepted by

The ID of a user from the purchase department who accepted a TMR handover.

Has Attached Documents

AT: lndicates attachments are related to the TMR or the TMR positions.

Buyer

The ID of a user responsible for purchasing the items in a TMR.

Manager

The ID of a user responsible for managing the procurement process.

Supplier Id

The ID of a supplier related to a TMR.

Name 1

The company name of a supplier. The Name 1 field is automatically updated when a value is defined in the Supplier Id field.

Contact Person

The name of a contact person from the supplier company. The Contact Person field is automatically updated when a value is defined in the Supplier Id field.

Supplier proposal reference

If a TMR is based on a proposal from a supplier, then the value in the Supplier proposal reference field is the ID of the proposal given by the supplier.

Ordered at different supplier

Indicates the requisitioned items are ordered from a supplier different from the one assigned to the TMR.

Address

The ID of an address related to a supplier.

Type

The ID of an address type related to a supplier. The valid address types are defined in the s50014 Address Types screen.

Street

The first street line of the address of a supplier.

City

The name of a city or a town related to the address of a supplier.

Postal Code

The postal code or ZIP Code related to the address of a supplier.

Country

The ID of a country related to the address of a supplier.

State/Province

The code to identify a state or a province related to the address of a supplier.

Remark

The comments related to a TMR.

Header text

The header text used in the printout of a TMR. You can manually enter the required text in the Header text field or use the TMR Texts functionality. For more information, see Add header text to a TMR.

Appendix text

The appendix text used in the printout of a TMR. You can manually enter the required text in the Appendix text field or use the TMR Texts functionality. For more information, see Add appendix text to a TMR.

VDRS Header text

The VDRS header text used in the VDRS reports related to a TMR. You can manually enter the required text in the VDRS Header text field or use the TMR Texts functionality. For more information, see Add header text to the VDRS in a TMR.

Std Text Id

Standard text ID: The ID of a standard text as defined in the s40004 Project Standard Texts screen.

Transfer

Indicates the text defined in the Std Text Id field is transferred along with the TMR document.

Text

The additional information related to a TMR.

Comment

The comments given by a buyer from the s50017 Buyers Queue screen when returning a TMR revision or requesting a new TMR revision.

Reason

The reason given by a buyer for returning a TMR revision or requesting a new TMR revision.

Line Type

The line item category related to a TMR position. Line type is used to organize different TMR items in specific position intervals using the line numbering setup defined in the s10023 Procurement Position Number Setup screen. The valid line types are defined in the s50054 Procurement Line Types screen.

Position No

The unique number to identify individual positions within a TMR.

Description

The description of an item added as a TMR position.

TMR Quantity

The required quantity of an item in a TMR position.

Unit

The unit of measure for the value defined in the TMR Quantity field.

Old Quantity / Diff

The quantity recorded in the previous version of a TMR position.

Project

The ID of a project related to a TMR position.

Cost Account

The ID of a cost account related to a TMR position.

Buyers Group

The ID of a buyers group related to a TMR position.

MR Reference ID

The reference ID for a TMR position created or transferred from the s40001 Requisition Register or the s22060 Engineering Material Control screens. For a TMR position manually created in the s50016 Technical Material Position screen, the MR Reference ID field is empty.

Product And Service Code

The product and service code related to a TMR position.

Version

The current version number of a TMR position.

Quantity difference

The difference between the values defined in the TMR Quantity and the Old Quantity / Diff fields.

Financial Account Code

The code to determine where the cost of a requisitioned item is registered within the finance system configured to receive information from AVEVA Enterprise Resource Management. The valid codes are defined in the s10018 Financial Account Code screen.

Qty included in Req Calc

Quantity included in Requirement Calculations: Indicates the quantity registered for a manually added TMR position is included for engineering material calculations in the s22060 Engineering Material Control screen.

When a TMR position is transferred from the s40001 Requisition Register and the s22060 Engineering Material Control screens to the s50016 Technical Material Requisition screen, the Qty included in Req Calc checkbox is selected by default and cannot be updated.

Urgent Delivery

UD: Indicates an urgent delivery requirement for the item in a TMR position.

Requires Quote

RQ: Indicates the invited suppliers are required to provide a quote for a TMR position in order to submit a quote for the entire Request For Quote (RFQ) related to the TMR position. If the Requires Quote checkbox is cleared, the supplier can omit the quote for the TMR position.

The value in the Requires Quote checkbox is copied to the RFQ position when an RFQ is created for the TMR position.

Material Category

The ID of a material category related to a TMR.

Item Id

The ID of an item added as a TMR position. If the value in the Material Category (MC) field of the item is various material (V) or subcontract task (SC), the Item Id field is empty.

Standard Material Id

The ID of a standard material in a TMR position.

Material Preparation

The ID of a material preparation milestone that specifies which preparation template is used for a material.

Material Preparation Description

The description of a material preparation milestone that specifies which preparation template is used for a material.

Drawing Id

The ID of a drawing related to a TMR position.

Various Id

The ID of a various material added as a TMR position. A various material is not available in any of the material catalogues.

Doc related to position

When documentation is required for a requisitioned item, the value in the Doc related to position field is the TMR position number of the document added as a TMR position. The documents are delivered along with the requisitioned item.

Requires material Cert

Indicates a material certificate is required for an item in a TMR position.

Has Attached Documents (AT)

AT: Indicates that documents are attached to a TMR position. The attached documents are available in the Attachments tab.

Placement On Report

The order in which a TMR position is printed in a TMR report. The Placement On Report field has two values: First and Last.

External status

The external status of a TMR position.

Reason for changes

The reasons for the changes to a TMR position.

Marked for deletion

MFD: Indicates a TMR position is marked for deletion.

Rejected changes

Indicates that the changes made to a TMR position are rejected by the buyer and the requisitioned item is not transferred to the related PO.

Exists on RFQ

Indicates a TMR position is added to an RFQ.

Exists on PO

Indicates a TMR position is added to a PO.

Version (Current Calculation)

The current version of a TMR.

Version (Original Calculation)

The original version of a TMR.

MTO Quantity (Current Calculation)

The current required quantity of materials derived from the part lists and Piping Material Take-Off (PMTO).

MTO Quantity (Original Calculation)

The original required quantity of materials derived from the part list and PMTO.

On Hold Qty (Current Calculation)

The current on hold quantity in the PMTO, General Material Take-Off (GMTO), or fabricate part list.

On Hold Qty (Original Calculation)

The original on hold quantity in the PMTO, GMTO, or fabricate part list.

Working Surplus (Current Calculation)

The allowed working surplus required based on the total Material Take-Off (MTO) quantity at the time of generating the current TMR revision.

Working Surplus (Original Calculation)

The allowed working surplus required based on the total MTO quantity at the time of generating the original TMR revision.

Contingency (Current Calculation)

The allowed contingency required based on the total MTO quantity at the time of generating the current TMR revision.

Contingency (Original Calculation)

The allowed contingency required based on the total MTO quantity at the time of generating the original TMR revision.

Rounding Quantity (Current Calculation)

The rounding quantity applied at the time of generating the current TMR revision.

Rounding Quantity (Original Calculation)

The rounding quantity applied at the time of generating the original TMR revision.

Quantity Correction (Current Calculation)

The quantity correction applied at the time of generating the current TMR revision.

Quantity Correction (Original Calculation)

The quantity correction applied at the time of generating the original TMR revision.

Other TMR's

The total quantity issued for a material in other TMRs for the same material and site.

Same TMR

The total quantity issued for a material existing at different positions in the same TMR.

Project Unit

The unit of measure for the requisitioned quantities.

Site Id

The ID of the main site where an item in a TMR position is required.

Activity

The ID of an activity for which the item in a TMR position is required.

Activity Correction

The integer value to indicate the number of days by which the start date of an activity is postponed or preponed.

Activity Start Date

The date when an activity is scheduled to start.

Delivery Type

The ID of a delivery type related to a TMR position. The valid values are No Delivery, Non-stock item, and Stock Item.

Person to notify upon arrival

The ID of a user who is notified when the item in a TMR position is delivered at the designated site.

Reforward items to

Indicates an item in a TMR position is issued directly to production upon arrival instead of moving to or storing the item in a warehouse. Use the Reforward Items to field to specify the user who requires the item or the location to which the item is redistributed.

Required on Site At

The date when the item in a TMR position is required on site.

For a TMR position, if the value in the Delivery Type field is No Delivery, then the Required on Site At field is not a mandatory field.

However, if the value in the Delivery Type field is Stock Item or Non-stock item, and in the d0073 ERM System Settings dialog, in the Purchasing tab, in the General section, if the Required on Site checkbox is selected, then the Required on Site At field is a mandatory field for the approval of the TMR.

Delivery Required At

The date when the item in a TMR position is required to be delivered at the location set in the delivery terms.

For a TMR position, if the value in the Delivery Type field is No Delivery, then the Delivery Required At field is not a mandatory field.

Inspection code

The ID of an inspection code related to an item in a TMR position.

Inspection description

The description of an inspection code related to an item in a TMR position.

Drawing

The ID of a drawing related to a TMR position.

Project Id

The ID of a project related to the drawing defined in the Drawing field.

Desc

The description of a drawing related to a TMR position.

Version

The revision number of a drawing related to a TMR position.

Remark

The comments related to a PO position.

Position text

The additional information related to a TMR position. The text appears in the printout of a TMR. You can manually enter the required text in the Position text field or use the TMR Texts functionality. For more information, see Add text to a TMR position.

Technical specification

The detailed technical specifications related to a TMR position.

External Resource

The ID of an external resource assigned to a subcontract task. The valid resources are defined as an external resource in the s00021 Resource Definition screen.

Subcontract Order Type

The ID of a subcontract order type related to a subcontract task added as a TMR position. The subcontract order type determines how the price of the requisitioned resources is stated in the TMRs, that is, whether a unit price or a fixed total price is applied to a subcontract TMR position.

Fixed Price

Indicates the price stated for a subcontract TMR position is fixed, that is, the fixed price calculation method is used to calculate the costs for the subcontracted task.

Subcontract Start

The date when a subcontract task is scheduled to start.

Subcontract End

The date when a subcontract task is scheduled to end.

Estimated Man-hours

The estimated number of hours required to execute a subcontract task.

Contact Person

The ID of a user from the buyer company, who is the primary contact for a subcontract task. The company providing the purchased services can approach the contact person for details.

Line Number

The number to identify individual items in a VDRS.

Version

The current version of a VDRS item.

Document Type Code

The ID of a document type related to a document supplied by a vendor. The values are defined in the s40003 Project Document Types screen.

Document Description

The description of a document type related to a document supplied by a vendor.

Quantity

The quantity of a document type required from a vendor.

Engineered Item

Indicates a document type is associated with an engineered item.

Required with Bid

Indicates a document is sent with the bid.

Criticality

The criticality of a document. If a document is critical, the Criticality field also mentions why the document is critical. For example, the document is critical for design.

Manual 1–Manual 3

The name of a manual that contains a document.

Long Description

The detailed description of a document type in a VDRS.

Doc Type Text

The comments related to a document type in a VDRS.

ITR Header Id

The ID of an Inspection Test Requirement (ITR) header related to a TMR.

Description

The description of an ITR header related to a TMR.

Version

The current version number of an ITR header related to a TMR.

Related TMR Item

The TMR position number of the item related to an ITR header.

Sequence

The unique sequence of an ITR code in an ITR template.

ITR Code

The ITR code related to an ITR template. The ITR codes are defined in the s52016 Inspection Test Requirement Codes screen.

Description

The description of an ITR code related to an ITR template.

Version

The current version number of an ITR item.

Level-I

The complete inspection stage carried out progressively, from commencement of manufacturing to final acceptance of an item.

Level-II

The final inspection of an equipment before shipment of an item

Level-III

The final condition or built examination and test of an item.

Level-IV

The review and acceptance or endorsement of the manufacturer attestation of an item.

Company

The company surveillance level related to an ITR template. The inspection surveillance levels are defined in the s52015 Inspection Surveillance Levels screen.

Remarks

The comments related to an ITR item.

A

Alarm: Indicates a procurement schedule is critical towards the delivery deadline (the Required on Site At date).

AC

Activity Critical: Indicates a procurement schedule is activity critical, that is, the schedule affects the start date of an activity.

MC

Milestone Critical: Indicates a procurement schedule is milestone critical, that is, the schedule affects the forecast date of the next milestone.

SC

Schedule Changed: Indicates a procurement schedule was updated since the last time forecasts were calculated. Tracking the SC field ensures that the most current and accurate information is considered for procurement decisions and forecasting future project timeline.

Id

The ID of a procurement schedule.

Title

The title of a procurement schedule.

Required on Site At

The date when a material is required on site.

Forecast

The expected delivery date of a material according to the forecast of a procurement schedule, when the deadlines in the procurement schedule are met.

ROS Float

The number of days by which you can delay a schedule if the materials are not available on site by the Required on Site At date.

Activity

The ID of an activity in a procurement schedule.

Activity Start

The start date of an activity that is estimated to have the earliest need of the material targeted by a procurement schedule.

Float on Act Start

Float on Activity Start Date: The number of days by which you can delay the start date of an activity.

FC

Forecast Critical: Indicates the extent to which the milestone forecast of a procurement schedule is time critical. There are three statuses:

• Red: The milestone forecast is after the baseline.

• Yellow: The milestone forecast is upto two days earlier or on the baseline.

• Green: The milestone forecast is before the baseline by three or more days.

Calq Seq

Calculation Sequence: The unique sequence in which the milestones are scheduled.

Type

Indicates whether an item in a procurement schedule is a milestone or a lead time. The procurement milestones or lead times are defined in the s50033 Procurement Milestones screen. The schedule item type IDs and descriptions are defined in the s50032 Schedule Item Types screen.

Id

The ID of a procurement milestone.

Baseline

The planned date for a procurement milestone.

Forecast

The expected delivery date for a milestone in a procurement schedule.

Actual Date

The date when a procurement milestone is achieved.

Float

The difference between the Forecast date and the Baseline date of a procurement milestone.