Transferring the Commercial Documents of a Procurement/Contract Package to SMat

Select Package

On the main SPF page, select the Work Packages tile.
Select the relevant package register.

Search or Browse Packages

You can search for a specific package or browse the list of packages.

Actions Menu

Select the Actions Menu of your target package to view available options.

Push to Inquiry

Click Push to Inquiry.

Notes:

Based on the type of package you selected, the location of the Push to Inquiry command is as follows:
For procurement packages, under Procurement
For contract packages, under Contract

2. Both users with HBJV Procurement permissions and contract coordinators can see both types of package registers. User with HBJV Procurement permissions can push only procurement packages, and contract coordinators can push only contract packages.

Optional: Filter

Start typing the document number into the Filter... box to display a filtered list.

Important: The files of the latest current revision will be selected by default provided they are of type PDF or Excel. The files of other types will also be returned, but deselected. Otherwise, if there is no current revision, the document will return any files of the working revision deselected.

Optional: VERIFY

You can opt to VERIFY whether the selected files already exist in SMat. If the file(s) are found in SMat, the column In SMat will be populated with a black checkmark.

Send to SMat

Click SEND.

Result: The column In SMat field gets populated with a green checkmark to denote a successful transfer of the file(s). Any errors will be marked with a red "X" and a pop-up box will provide a description of the issue. Users are encouraged to try the command again before logging a ticket about the problem.

For more information on the user interface, see Enhanced User Interface for Efficiency.