Contract Prelim Listing - Details

Use this form to maintain the Prelim Listing for the specified Contract. The grid lists the Prelim Marks that make up the Prelim Listing. Use the smart filters at the top of the grid to filter according to the status of the Prelim Marks. The following sections give more detailed information about the grid, fields and buttons on the form.

Fields

Grid

The grid has several smart filters, most of which list Prelim Marks with a particular status (the Supplier Quotations Requested smart filter and the Saved Nests smart filter are exceptions). In the grids that list Prelim Marks with a particular status, each row in the grid specifies the quantity of a particular Prelim Mark in a specific phase and list. Prelim Marks can be split across multiple phases and lists, which means that there may be more than one row for the same Prelim Mark. For example, a Contract may need two of Prelim Mark C3063 in phase 1 and three of Prelim Mark C3063 in phase 2, so Prelim Mark C3063 would appear within two instances inside the grid.

The status of each Prelim Mark is represented by the following icons:

§                Edit
You can edit the Prelim Mark but you cannot nest it. Double click on a record line to access the Preliminary Listing Steel or Non Steel Item form. The nature of the mark will determine which form is opened for editing. See Add a Prelim Mark manually for further information.

§                On Hold
You cannot edit or nest the Prelim Mark. Use this status to put the Prelim Mark on hold. Items may be placed on hold if an imminent change to the design is anticipated, for example.

§                Released
Release the Prelim Mark if you are happy with the details and want to nest it. Only released Prelim Marks can be nested. If you need to move an item back to edit that has been released to make an adjustment, right click on the record and select Item Status. This will show the options to move the Mark to a different status.

§                Part Covered
You cannot manually change the status of a Prelim Mark to Part Covered; this is done automatically by the Nesting and Ordering process. For example, suppose that you require a quantity of five Prelim Marks. When you carry out the nesting process, you may have enough material in stock to fabricate three of the required five. This is a Part Covered Mark and it is displayed in this smart filter to show that you need to source more material to complete the full quantity.

§                Covered
This status means that the Prelim Mark has been covered by a nest and all material needed for the Prelim Mark (on the phase and list) is allocated or on order. You cannot manually change the status of a Prelim Mark to Covered; this is done automatically by the Nesting and Ordering process.

To change the status of a Prelim Mark, select a line in the grid, select Actions (button) > Item Status, and specify the required status.

Additional Filters

There are also several other filters in the Prelim including:

§               All Marks
Displays all Prelim Marks in the Prelim Listing. The status icons are shown in the margin to indicate the Mark's current condition and which smart filter they will be found in.

§               Supplier Quotations Requested (EDI)
During the Preliminary Nesting and Ordering process, you can raise a Supplier Quotation Request (EDI) to send out to a supplier to check on material costs and availability. If you have raised a Supplier Quotation Request, they are listed here. See generate a Supplier Quotation Request for further information.

§               Saved Nests
During the Preliminary Nesting and Ordering process, you can save the nest that you have developed so that you can return to it later, typically when you have received quotations from your suppliers regarding material costs and availability. saved nests are listed here. Double-click a nest to open it and continue with the Nesting and Ordering process.

Buttons

Add Steel Item/Add Non Steel Item

These options allow you to add Prelim Marks to the listing.

See Add a prelim mark manually.

Actions

The following options are available: