物资控制数据界面要求PR-00-PIJ-PO-0006_MCDataInterface.doc

Contract Title 合同标题 Shanghai Secco Petrochemical Company Limited 上海赛科石油化工有限责任公司上海赛科石油化工有限责任公司 Integrated Project Management Team 一体化项目管理组一体化项目管理组 Caojing Shanghai P R China 中国中国 上海上海 漕泾漕泾 Document Title 文件标题 MATERIAL CONTROL DATA INTERFACE REQUIREMENTS 物资控制数据界面要求物资控制数据界面要求 PR 00 PIJ PO 0006 P00Issued for Project ReviewArnie Cay021028Wang HY021028Dai Xiaoliang021028A Ferrier021028 Issue Rev 版本号 Issue or Revision Description 签发或版本说明 Origin by 始发人 Date 日期 Check by 审核人 Date 日期 Approved by 批准人 Date 日期 Approve by 批准人 Date 日期 This Document is Owned by 本文件持有人本文件持有人 Arnie Cay IPMT Authority IPMT 授权批准 Material Control Data Interface Requirements PR 00 PIJ PO 0006 P00Page 2 of 1125 10 02 MATERIAL CONTROL DATA INTERFACE REQUIREMENTS TABLE OF CONTENTS 目录目录 1 0 SCOPE OF FUNCTION 工作范围 2 0 ROLES RESPONSIBILITIES 职能及责任 3 0FILE FORMATS 文件格式 3 1 EQUIPMENT LIST 设备表 3 2 COMMODITY CATALOGUE 商品目录 3 3 MATERIAL TAKE OFF BILL OF MATERIALS 材料统计表 材料表 3 4 MATERIAL LISTS OR MATERIAL REQUISITIONS 材料清单或料单 3 5 PURCHASE ORDERS CHANGE ORDERS 定单 变更单 3 6 EXPEDITING DELIVERY INFORMATION 催运 交货信息 3 7 MATERIAL RECEIVING INFORMATION 收货信息 4 0WORK PROCESS NAMING CONVENTIONS 工作流程及命名标准 Material Control Data Interface Requirements PR 00 PIJ PO 0006 P00Page 3 of 1125 10 02 1 0SCOPE OF FUNCTION 工作范围工作范围 The scope of this document is for all procurement and material control data to be transferred from contractors in an electronic format with the objective of supporting the timely accurate and important sharing of Material Control information The purpose is to identify the information required and ensure the Project Teams capture the requirements and deliverables within the contracts of the relevant projects 此文件用于管理控制承包商以电子文件方式递交的所有数据 以及时并准 确地支持重要材料控制信息的共享 2 0ROLES RESPONSIBILITIES 职能及责任职能及责任 All contractors will provide electronic files to be shared by the relevant project participants All contractors will be responsible for the processing of data in a file format that can assist in the upload to Convero the EP Contractor s management systems the Construction Contractor s material control system and or any third party service contractor s management systems 所有承包商均应提供电子文件并与相关项目参与方共享 所有承包商应负 责数据处理工作 且所用文件格式应有助于数据上传至 Convero EP 承 包商管理系统 施工承包商材料控制系统及 或任一第三方服务承包商的管 理系统上 3 0FILE FORMATS 文件格式文件格式 3 1Equipment List 设备表设备表 There are two types of equipment which should be part of the Equipment List they are tagged equipment and engineered items 有两种设备应列入设备表 标号设备及散装设备 By definition tagged equipment is a unique piece of equipment Items like mechanical equipment such as assembled skids boilers compressors pressure vessels pumps drums heaters and electrical equipment like motors power transformers and emergency generators should be documented on an equipment list 按定义 标号设备为单机设备 机械设备类 如已进行组装的滑道 锅炉 压缩机 压力容器 泵 槽 加热炉 电气设备类 如电动机 变压器及 应急发电机等应列入设备表 Engineered Items are tagged bulks such as in line instruments analyzers gauges electrical switches and lighting fixtures These are generally Material Control Data Interface Requirements PR 00 PIJ PO 0006 P00Page 4 of 1125 10 02 items that carry a tag number but are not unique and are bought in quantities greater than one 散装设备为已标号的散装货 如在线仪表 分析仪 压力表 电气开关及 灯具等 这类设备一般带有位号 但并不是单机设备 且购置时不止一件 Data provided by the Engineering contractors must as a minimum have the following information 设计承包商所供数据至少应含以下信息 Equipment List 设备表设备表 Tag Number 位号 Discipline 专业 Tag Description 位号说明 Component of if Tag is component of another 组件 如果位号也用于另一设备 Plant 装置 Unit 单元 PO Number 定单号 3 2 Commodity Catalogue 商品目录商品目录 Commodity catalogue contain all materials that can be classified as bulks Bulk materials such as pipe fittings valves flanges structural steel plates concrete piles cable pre fabricated pipe spools and spare parts should have a commodity code or fabricated piece number The assignment of a commodity code number provides the ability to track and control all materials from the material take off stage procurement process warehousing through to issuance at site A Commodity Code is a unique identifier for a specific material item and when entered into requisitions bid packages purchase orders etc defaults the associated short description long description and unit of measure This eliminates the need to enter this information repetitively and reduces data entry errors 商品目录包括所有散装材料 某些散装材料 如管道 管件 阀门 法兰 结构钢 板 混凝土桩 电缆 预制管段 及备件等应配商品代码 或制配件号 根据所 分配的商品代码 号 可跟踪和控制从材料统计阶段 采购过程 仓储到现场发放 各环节的材料情况 商品代码是某一具体材料的唯一鉴别标识 且输入询价单 招 标文件包 定单等时 材料相关简称 全称及度量单位为默认值 这既能避免信息 重复输入 又能减少数据输入误差 Once a unit of measure is defined for a commodity code it can never be changed This ensures that the unit of measure is always constant for a particular commodity code This alleviates problems caused with inventory quantities when allowed to purchase pipe or cable by the meter as well as by the foot Material Control Data Interface Requirements PR 00 PIJ PO 0006 P00Page 5 of 1125 10 02 定义了商品代码的度量单位后 此后不得对其随意更改 这样便保证了具 体商品代码所用度量单位的恒定性 同时也避免了采购管道或电缆时用米 或英尺统计库存量所带来的问题 Data provided by the Engineering contractors must as a minimum contain the following information 设计承包商所供数据至少应含以下信息 3 3 Material Take Off Bill of Materials 材料统计表材料统计表 材料表材料表 Material take offs MTOs define material requirements determined by engineering and identified from sources such as engineering drawings specifications and isometrics Detailed information such as line drawing numbers drawing revision numbers commodity codes equipment tag numbers descriptions quantities and areas defining the location of the work should be included 材料统计表 MTOs 用于说明设计单位确定的材料要求 及区分工程图纸 规范及单线图的材料信息来源 该材料统计表中应包括某些详细信息 如 管道 图号 图纸修改号 商品代码 设备位号 名称 数量 工程地点等 By providing the MTO by Iso the material requirements can be grouped by construction packages based on the construction contractor s build methodology By providing material breakdown by Iso materials can be requested and issued by Iso 如果通过单线图提供材料统计表 便可根据施工承包商的施工方法 通过施工包对 材料要求进行分类 通过单线图提供材料明细表的形式 提交材料申请表并通过单 线图发放材料 On a separate requirement the material list by Iso BoM can allow the project to satisfy Secco Finance s reporting requirements with material cost reports by area sub area from Convero 如果单独提出要求 根据单线图 BOM 提供材料清单可使项目工作满足 Secco 财务部门报表要求 包括 Convero 提供的工区 子工区材料费用报告 Commodity Catalogue 商品目录商品目录 Commodity Code 商品代码 Size 1 if applicable 尺寸 1 如适用 Size 2 if applicable 尺寸 2 如适用 Unit of Measure 度量单位 Short Description Abbreviated Description 简称 缩写名称 Long Description Purchase Description 全称 采购说明 Convero Code if applicable Convero 代码 如适用 Material Control Data Interface Requirements PR 00 PIJ PO 0006 P00Page 6 of 1125 10 02 Data provided by the Engineering contractors must as a minimum contain the following information 设计承包商所供数据至少应含以下信息 3 4 Material Lists or Material Requisitions 材料清单或料单材料清单或料单 A Material List or Material Requisition will be used on the Secco project to identify a list of materials required for a plant unit or sub unit The purpose of the list is to capture the complete list of materials the engineering contractor has identified as sufficient to complete the work within a plant unit or sub unit This list will enable the construction contractor and project material control group to ascertain whether they have enough materials allocated to finish the work Secco 项目采用材料清单或料单 用以指明装置 单元或子单元所需的材料 单内容 采用此材料清单的目的是 按照设计承包商指明的情况 列出足够 完成装置 单元 或子单元工程所需的全部材料 根据此材料清单 施工承 包商及项目材料控制组便能弄清所分配的材料能否满足工程需要 Data provided by the Engineering contractors must as a minimum contain the following information 设计承包商所供数据至少应含以下信息 Material Take Off Bill of Materials 材料统计表材料统计表 材料表材料表 Drawing Document Isometric Number 图纸 文件 单线图号 Revision Number 修改号 Revision Date 修改日期 Commodity Code Tag 商品代码 位号 Convero Code if applicable Convero 代码 如适用 Size 1 if applicable 尺寸 1 如适用 Size 2 if applicable 尺寸 2 如适用 Unit of Measure 度量单位 Short Description Abbreviated Description 简称 缩写名称 Long Description Purchase Description 全称 采购说明 Plant 装置 Unit 单元 Sub Unit if applicable 子单元 如适用 Shop or Field Designator 制配厂或现场名称 Quantity 数量 Material Control Data Interface Requirements PR 00 PIJ PO 0006 P00Page 7 of 1125 10 02 3 5 Purchase Orders Change Orders 定单定单 变更单变更单 In order to assist the warehousing process and the timely reporting of received materials equipment the engineering contractor must provide purchase order information Key information such as the vendor name address and contact as well as PO Item numbers commodity code tag number item description size unit of measure quantity and unit price plus currency are required to meet various project reporting requirements 为了对仓储流程提供协助并及时报告材料和设备收货情况 设计承包商须提 供定单信息 关键信息 如厂家名称 地址及联系人 以及定单号 商品代 码 位号 材料名称 尺寸 度量单位 数量 单价及货币等应满足各项项目 报告要求 Data provided by the engineering contractors must as a minimum contain the following information 设计承包商所供数据至少应含以下信息 Purchase Order Change Order 定单定单 变更单变更单 Purchase Order Change Order Number 定单 变更单号 Purchase Order Description 定单说明 Award Date 授标日期 Material Requisition or Material List by Plant Unit Sub Unit 装置装置 单元单元 子单元料单或材料清单子单元料单或材料清单 Requisition Number 料单号 Requisition Description 料单说明 Requisition Date 料单日期 Revision Number 修改号 Revision Date 修改日期 Required On Site Date 现场需用日期 Originator 签发人 Cost Code 费用代码 Requisition Item Number 设备领用号 Commodity Code Tag 商品代码 位号 Convero Code if applicable Convero 代码 如适用 Size 1 if applicable 尺寸 1 如适用 Size 2 if applicable 尺寸 2 如适用 Unit of Measure 度量单位 Short Description Abbreviated Description 简称 缩写名称 Long Description Purchase Description 全称 采购说明 Quantity 数量 Material Control Data Interface Requirements PR 00 PIJ PO 0006 P00Page 8 of 1125 10 02 First Delivery Date 第一到货日期 Supplier Name 供货商名称 Supplier Address 供货商地址 Supplier Contact 供货商联系人 Purchase Order Item 设备定单 Cost Code 费用代码 Commodity Code Tag 商品代码 位号 Convero Code if applicable Convero 代码 如适用 Size 1 if applicable 尺寸 1 如适用 Size 2 if applicable 尺寸 2 如适用 Unit of Measure 度量单位 Short Description Abbreviated Description 简称 缩写名称 Long Description Purchase Description 全称 采购说明 Quantity 数量 Unit Price 单价 Currency 货币 3 6 Expediting Delivery Information 催交催交 交货信息交货信息 Expediting information is important to the planning of construction activities at site Engineering contractor will provide delivery information by reporting by PO origins and destinations status information and forecast delivery dates by PO Item and quantities If the deliveries are grouped by MMT s Material Movement Ticket the MMT number should be provided 催交信息对现场的施工计划工作是极为重要的 设计承包商应通过报告 定单 原产 地及目的地 状态信息及预测交货日期 设备定单及数量等提供交货方面的信息内容 如果交货按MMT 物流票 分类 则应提供 MMT 号码 Data provided by the engineering contractors must as a minimum contain the following information 设计承包商所供数据至少应含以下信息 Expediting 催交催交 Purchase Order Change Order Number 定单 变更单号 Purchase Order Item 设备定单 Commodity Code Tag 商品代码 位号 Convero Code if applicable Convero 代码 如适用 Size 1 if applicable 尺寸 1 如适用 Size 2 if applicable 尺寸 2 如适用 MMT Number if applicable MMT 号 如适用 Origin Ex Works location 产地 工厂交货地点 Delivery Destination 交货目的地 Forecast Ex Works Date 预计出厂日期 Forecast On Site Date ETA 预计到场日期 Quantity 数量 Material Control Data Interface Requirements PR 00 PIJ PO 0006 P00Page 9 of 1125 10 02 3 7 Material Receiving Information 材料收货信息材料收货信息 In order to assist the engineering contractor in completing the delivery process Convero will generate MRR Material Receiving Records and MER Material Exception Reports items in an electronic file format so they can be uploaded to the engineering contractor s systems MER s can also be referred to as OS D s Over Short Damage 为了协助设计承包商完成交货流程 Convero 会以电子文件格式生成 MRR 材料收货记录 及 MER 材料例外情况报告 内容 以便将其上传 到设计承包商系统上 MER 也可称作 OS D 溢短损 Material Receiving Record 材料收货记录材料收货记录 MRR Number MRR 号 MRR Date MRR 日期 Purchase Order 定单 Purchase Order Item 设备定单 Commodity Code Tag 商品代码 Convero Code if applicable Convero 代码 如适用 Size 1 if applicable 尺寸 1 如适用 Size 2 if applicable 尺寸 2 如适用 MMT Number if applicable MMT 号 如适用 Warehouse Location 库房位置 Quantity 数量 Material Exception Report 材料例外情况报告材料例外情况报告 MER Number MER 号 MER Date MER 日期 MRR Number MRR 号 Purchase Order 定单 Purchase Order Item 设备定单 Commodity Code Tag 商品代码 位号 Convero Code if applicable Convero 代码 如适用 Size 1 if applicable 尺寸 1 如适用 Size 2 if applicable 尺寸 2 如适用 MMT Number if applicable MMT 号 如适用 MER Reason Code Over Short Damage Not to Spec MER 原因代码 溢短损 不合格 Quantity 数量 Material Control Data Interface Requirements PR 00 PIJ PO 0006 P00Page 10 of 1125 10 02 4 0WORK PROCESS NAMING CONVENTIONS 工作流程及命名标准工作流程及命名标准 The electronic files will be posted on