Shop Drawing Management

Objective

A shop drawing is a technical document including images, specifications and other important data necessary to the realisation of a construction project or construction work. The Shop Drawing Management option allows to save a shop drawing and its information in maestro*. It is through this option that one can view all shop drawings recorded in the software, including those linked to project resources, catalogue orders, and requisitions. It is also possible to filter the drawings based on the project, category, status, date, and/or name.

Prerequisite

Have the Shop Drawing option installed.

Icons

Shop Drawing Management option icons:

Icon	Title	Used to
	Enter New Filter Parameters	Allows to reset the Filters / Default Values and Shop Drawing List sections.
	Filter Data According to Specified Parameters	Allows to replace the data in the Shop Drawing List grid with data from the transactions corresponding to the entered filters.
	Print (Ctrl + P)	Allows to open the shop drawing file in the List Generator window.
	Send Shop Drawings	Allows to open the Send Shop Drawings window which in turn allows, as its name indicates, to send drawings to recipient.
	Import Shop Drawings from Excel	Allows to open the Import Shop Drawings from Excel window.
	Configuration	Allows to set the number of lines in the Shop Drawing List grid.

Steps

maestro* > Purchasing > Purchasing > Shop Drawings > Shop Drawing Management

Filtering Shop Drawings

Complete the fields in the Filters / Default Values section:

Field

Description

Project No.

Allows to filter shop drawings by project number.

Category

Allows to filter shop drawings by category.

NOTE: The available categories are those previously created in the Shop Drawing Category Management option.

Status

Allows to filter shop drawings by status.

The available values are: All, 1 - To do, 2 - Returned, 3 - Annotated, 4 - Completed, 5 - Refused, 6 - For Info, 7 - Submitted, 8 - Client Approved, 9 - Approved, A - Sent to Supplier, and B - Finished.

Required Date

Allows to filter shop drawings by required date.

Submitted Date

Allows to filter shop drawings by submission date.

Drawing No.

Allows to filter shop drawings by drawing number.

Field	Description
Project No.	Allows to filter shop drawings by project number.
Category	Allows to filter shop drawings by category. NOTE: The available categories are those previously created in the Shop Drawing Category Management option.
Status	Allows to filter shop drawings by status. The available values are: All, 1 - To do, 2 - Returned, 3 - Annotated, 4 - Completed, 5 - Refused, 6 - For Info, 7 - Submitted, 8 - Client Approved, 9 - Approved, A - Sent to Supplier, and B - Finished.
Required Date	Allows to filter shop drawings by required date.
Submitted Date	Allows to filter shop drawings by submission date.
Drawing No.	Allows to filter shop drawings by drawing number.

Entering/Viewing a Shop Drawing

Enter the required information in the Shop Drawing List section:

Column

Description

Counter

Displays the drawing's counter number.

NOTE: For informational purposes only; cannot be modified.

This number is automatically generated by maestro* when a new drawing is entered.

Drawing Number

Allows entering the drawing number.

NOTE: This field is mandatory.

Status

Allows indicating the drawing status.

The available statuses are: 1 - To do, 2 - Returned, 3 - Annotated, 4 - Completed, 5 - Refused, 6 - For Info, 7 - Submitted, 8 - Client Approved, 9 - Approved, A - Sent to Supplier, and B - Finished.

Title

Allows entering the shop drawing title.

Description

Allows entering the shop drawing description.

Category

Allows selecting a shop drawing category.

NOTE: The available categories are those previously created in the Shop Drawing Category Management option.

Project No.

Allows selecting a project number.

NOTE: This field is mandatory.

Project Description

Displays the project description.

NOTE: For informational purposes only; cannot be modified.

Contact No.

Allows selecting the shop drawing's main contact.

Contact Name

Displays the contact name.

Plan Number

Allows entering the plan number.

Section

Allows entering the shop drawing section.

Item

Allows entering the shop drawing item.

Revision Number

Allows indicating the shop drawing version - whether it's version 1 or 1.5, for example.

NOTE: This field is not automatic and information must be entered manually.

As Quote

If checked, allows indicating that the shop drawing is in compliance with the quote.

Required Date

Allows indicating the date on which the shop drawing is required.

Submitted Date

Allows indicating the date on which the shop drawing was submitted.

Resubmitted Date

Allows indicating the date on which the shop drawing was resubmitted.

Release Date

Allows indicating the date on which the shop drawing was accepted.

Delivery Date

Allows indicating the shop drawing's delivery date.

Delivery Time

Allows indicating the shop drawing's delivery time.

Supplier Code

Allows selecting the supplier linked to the shop drawing.

Supplier Name

Displays the name of the supplier linked to the shop drawing.

Supplier Contact

Allows selecting the supplier contact. This contact has to be linked to the selected supplier.

Supplier Contact Name

Displays the name of the supplier contact.

Manufacturer Code

Allows seleting the manufacturer linked to the shop drawing.

Manufacturer Name

Displays the name of the manufacturer linked to the shop drawing.

Catalogue Item

Allows selecting a catalogue item to associate with the shop drawing.

NOTES: All items can be selected, except inactive items.

A Document category to be imported from catalogue items can be specified from the Options icon: if there are documents attached to this catalogue item and these documents are linked to the document category specified in this configuration, these documents will be imported automatically when saving shop drawings and will then be accessible by clicking in the Documents column on the right of the Catalogue Item column.

Documents

Allows opening the Document Management window, and thus enter all shop drawing documents and/or images.

NOTE: For more information concerning the Document Management option, please refer to the How To - Document Management.

Created by

Displays the number of the user who entered the shop drawing in maestro*.

NOTE: This information is automatically generated by maestro* when the shop drawing is entered.

Creator Name

Displays the name linked to the employee code who created the shop drawing.

Modified by

Displays the number of the last user who modified the shop drawing.

NOTE: This information is automatically generated by maestro* when the shop drawing is modified.

Modifier Name

Displays the name linked to the employee code who made a modification to the shop drawing.

Last Modification Date

Displays the date and time of the last modifcation made to the shop drawing.

NOTE: This information is automatically generated by maestro* when the shop drawing is modified.

Resource Link

Displays the project resource number to which the shop drawing is linked.

NOTES: This field is for informational purposes only and cannot be modified in the Shop Drawing Management option.

To link a shop drawing to project resources, enter the drawing's counter number in the Shop Drawing Counter column of the Define Resources by Project option.

For more information concerning this option, please refer to the Define Resources by Project document.

Requisition Link

Displays the requisition number to which the shop drawing is linked.

NOTES: This field is for informational purposes only and cannot be modified in the Shop Drawing Management option.

To link a shop drawing to a requisition, enter the drawing's counter number in the Shop Drawing Counter column of the Enter a Requisition option.

For more information concerning this option, please refer to the Enter a Requisition document.

Order Link

Displays the catalogue order number to which the shop drawing is linked.

NOTES: This field is for informational purposes only and cannot be modified in the Shop Drawing Management option.

To link a shop drawing to a catalogue order, enter the drawing's counter number in the Shop Drawing Counter column of the Stock Order from Catalogue option.

For more information concerning this option, please refer to the Stock Order from Catalogue document.

Note

Allows entering a note linked to the shop drawing.

Column	Description
Counter	Displays the drawing's counter number. NOTE: For informational purposes only; cannot be modified. This number is automatically generated by maestro* when a new drawing is entered.
Drawing Number	Allows entering the drawing number. NOTE: This field is mandatory.
Status	Allows indicating the drawing status. The available statuses are: 1 - To do, 2 - Returned, 3 - Annotated, 4 - Completed, 5 - Refused, 6 - For Info, 7 - Submitted, 8 - Client Approved, 9 - Approved, A - Sent to Supplier, and B - Finished.
Title	Allows entering the shop drawing title.
Description	Allows entering the shop drawing description.
Category	Allows selecting a shop drawing category. NOTE: The available categories are those previously created in the Shop Drawing Category Management option.
Project No.	Allows selecting a project number. NOTE: This field is mandatory.
Project Description	Displays the project description. NOTE: For informational purposes only; cannot be modified.
Contact No.	Allows selecting the shop drawing's main contact.
Contact Name	Displays the contact name.
Plan Number	Allows entering the plan number.
Section	Allows entering the shop drawing section.
Item	Allows entering the shop drawing item.
Revision Number	Allows indicating the shop drawing version - whether it's version 1 or 1.5, for example. NOTE: This field is not automatic and information must be entered manually.
As Quote	If checked, allows indicating that the shop drawing is in compliance with the quote.
Required Date	Allows indicating the date on which the shop drawing is required.
Submitted Date	Allows indicating the date on which the shop drawing was submitted.
Resubmitted Date	Allows indicating the date on which the shop drawing was resubmitted.
Release Date	Allows indicating the date on which the shop drawing was accepted.
Delivery Date	Allows indicating the shop drawing's delivery date.
Delivery Time	Allows indicating the shop drawing's delivery time.
Supplier Code	Allows selecting the supplier linked to the shop drawing.
Supplier Name	Displays the name of the supplier linked to the shop drawing.
Supplier Contact	Allows selecting the supplier contact. This contact has to be linked to the selected supplier.
Supplier Contact Name	Displays the name of the supplier contact.
Manufacturer Code	Allows seleting the manufacturer linked to the shop drawing.
Manufacturer Name	Displays the name of the manufacturer linked to the shop drawing.
Catalogue Item	Allows selecting a catalogue item to associate with the shop drawing. NOTES: All items can be selected, except inactive items. A Document category to be imported from catalogue items can be specified from the Options icon: if there are documents attached to this catalogue item and these documents are linked to the document category specified in this configuration, these documents will be imported automatically when saving shop drawings and will then be accessible by clicking in the Documents column on the right of the Catalogue Item column.
Documents	Allows opening the Document Management window, and thus enter all shop drawing documents and/or images. NOTE: For more information concerning the Document Management option, please refer to the How To - Document Management.
Created by	Displays the number of the user who entered the shop drawing in maestro. NOTE: This information is automatically generated by maestro when the shop drawing is entered.
Creator Name	Displays the name linked to the employee code who created the shop drawing.
Modified by	Displays the number of the last user who modified the shop drawing. NOTE: This information is automatically generated by maestro* when the shop drawing is modified.
Modifier Name	Displays the name linked to the employee code who made a modification to the shop drawing.
Last Modification Date	Displays the date and time of the last modifcation made to the shop drawing. NOTE: This information is automatically generated by maestro* when the shop drawing is modified.
Resource Link	Displays the project resource number to which the shop drawing is linked. NOTES: This field is for informational purposes only and cannot be modified in the Shop Drawing Management option. To link a shop drawing to project resources, enter the drawing's counter number in the Shop Drawing Counter column of the Define Resources by Project option. For more information concerning this option, please refer to the Define Resources by Project document.
Requisition Link	Displays the requisition number to which the shop drawing is linked. NOTES: This field is for informational purposes only and cannot be modified in the Shop Drawing Management option. To link a shop drawing to a requisition, enter the drawing's counter number in the Shop Drawing Counter column of the Enter a Requisition option. For more information concerning this option, please refer to the Enter a Requisition document.
Order Link	Displays the catalogue order number to which the shop drawing is linked. NOTES: This field is for informational purposes only and cannot be modified in the Shop Drawing Management option. To link a shop drawing to a catalogue order, enter the drawing's counter number in the Shop Drawing Counter column of the Stock Order from Catalogue option. For more information concerning this option, please refer to the Stock Order from Catalogue document.
Note	Allows entering a note linked to the shop drawing.

Click on Save.
Quit.

Sending Shop Drawings

Click on the Send Shop Drawings icon. The window of the same name appears.
Select the drawing to send.
Pick a Presentation Page.
Click on the Accept icon.
The drawings will be sent to the contacts of every selected drawings, including the linked documents that must be sent.