Inventory Material Master Guidelines

Section 1 General Guidelines of GMD

GMDs role in creating inventory material is to create non-engineered, non- Halliburton made materials
from requests submitted from the plants and various other areas.
These materials can range from commodity materials to oil drilling equipment.
The following is a list of materials that GMD does not create. (Unless specific approval has been granted)

Items requiring Engineering Control

Explosives, detonators and guns and hazardous materials (Please contact Marie Mills)
Radioactive: (Please contact Steve Woods or Jill Mead)
Sands/Cements/Chemicals (Use the CCRS process)
Requests for: Flat-Packs, TEC Line and Control Lines (pipes, blank lines) must be sent to
FHOUWDRTA for processing
Requests from METROLOG and SPARTEK. Send to Emilio Horane.

Requests for Cables (e.g. CABLESA) Send to Don Crawford.

FANN Materials Send those to Jerry Reimer and cc FHOUFANN-HALCUSTSVC.
Request for LANDMARK/Div 30 Send to Lani Fletcher
ZCAP Material Type belonging to:
- Cementing (Division 10)
- Boots and Coots (Division 19)
- Product Enhancement (Division 14)
- Real Estate Services (RES)
- Industrial Equipment Maintenance (IEM)
These ZCAP requests should be sent to FDUNCAPMAT for processing. All other approved ZCAP
request should be sent to the GMD (FHOUGMMD)

Casing requests: please contact CWI

Requests for Casing Accessories from the following companies must be sent to
Lonnie Helms, for creation through CWI, or
resource.casing.equipment@Halliburton.com
-

AL SHOUMOUKH INTERNATIONAL
ANTELOPE OIL TOOL AND MFG
ARCHER OIL TOOL AS
CASEWELL DRILLING SERVICE
CENTEK LTD
CNOOC ENERGY TECHNOLOGY A
DAVIS-LYNCH LLC

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GARIS ESA PAKARTI/PT

GLOBAL TECHNICAL SERVICES
KELCOT SA
KOMAL INTERNATIONAL LLP
MILAM
PERIGON AS
RAY OIL TOOLS CO LTD
SPM INSTRUMENT UK LTD
STABIL DRILL
TOP CO CEMENTING PRODUCTS

Requests from G & H Diversified. Please send to Marie Mills

Section 2 Submittal of requests

The Requestor accesses the Inventory Materials Request Form from the GMD SharePoint site and
completes it following the Inventory Materials Request Instructions in the same site. Once completed, the
form will automatically workflow to the appropriate approvers upon submittal.
NOTE: For Shipping Only, Repair and Returns, and massive material load (more than 25 items) requests,
please follow the instructions below on Section 3.

ITC (International Trade Compliance) Questionnaire:

NEW!! This is applicable globally. There is a link on the Inventory Request form to download this form. It
is mandatory to attach it to the material request
The Requestor or Material Master Maintainer must obtain the applicable classification consisting of the
Export Control Classification Number (ECCN) and/or Harmonized System/Harmonized Tariff Schedule
Code (HS or HTS code) before the Material Request Form is submitted. This can occur by either
consulting with the suppliers for purchased parts or filling out the International Trade Compliance
questionnaire form; ECCN and HS information will be available to update the Materials Request Form. See
Company Policy 3-10992, International Trade Compliance and Shipping Arrangements, for further
guidance.
The Material Master Maintainer validates, confirming that no engineering designed/controlled items are
included:
If the Material Master Maintainer questions the request, the request is returned to the Requestor for
clarification. The Material Master Maintainer also confirms that the material being requested does not
already exist with a material number in SAP.
GMD creates the Basic Data, long text, and PO text, and certain fields in the sales: general/plant data view,
purchasing view, quality management view. Once the SAP number is created it is sent back to the Material
Master Maintainer and they distribute the request form/SAP numbers to the requestor.
The Field Material Maintainers extend and create other material views (Plant, Sales, etc.).

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GMD is not responsible for any input/change of data beyond the Global data fields for inventory materials.
This includes: plants/sales org specific data. All extensions of materials will be done by the plant or
customer service.
The preferred method of creating sap numbers is to use the mfg. name and part#. This way anyone in
Halliburton can use that sap number and purchase from any supplier/distributor.
Supplier/distributor names and part numbers are to be avoided as much as possible. Although as with
anything there are exceptions.
The role of the Material Master Maintainer is to either create the request form themselves or receive the
request form from a requestor. The Material Master Maintainer is then to review the request for accuracy
and completion. If it needs to be corrected then they can send it back to the person who initiated the
request or the Material Master Maintainer can make necessary changes before submitting to the GMD. The
Material Master Maintainer is to search SAP to see if the material exists already before submitting the
request to GMD.
Exceptions to this need approval from GMD. Every 3 months an audit is performed using SE16 to see if
any inventory materials are being created.
GMD strives to have a turnaround time of 1 to 2 business days for urgent request, and 3 business
days for non-urgent requests, once the request form is received accurately and completely. However,
multi-line requests may take longer depending on the work load. The majority of the requests are
returned in less than 2 business days.
GMD is responsible for the global data. This is the data needed to be input in SAP when a material number
is first created.
Views / Fields GMD is responsible for:
Basic Data View: Base unit of measure, Material Group, Old Material Number, Division, Lab Office,
Product Hierarchy, Short Description, Long Description
Sales General Plant: Transportation Group
Purchasing: Purchasing Value Key
Purchase order text: PO text
Quality Management: QM Proc. Active
Section 3 Other Inventory Material requests:

Submitters of requests FOR SHIPPING ONLY (ZNDP PO) do not need approval and they will continue
using the Materials Request Form (excel version) . Such requests must contain the words SHIPPING
ONLY in the short text field as illustrated below; no quote is required and must be submitted to
FHOUGMMD - Global Material Master Data

Repairs and Returns must be approved by Mike Mcwhorter. Use form Create Repair part
number request form.xls

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Massive loads: for requests with more than 25 items, the requestor must complete the Create
Inventory Material Form Without Dropdowns and attach it to the Inventory Materials
Request Form (InfoPath version) to follow the approval process as others inventory materials.
Acquisitions/Integrations: GMD is to review and create the Global Material Data for the
inventory materials needed to be input into SAP. Exceptions to this need approval from GMD.
Engineering will create the engineering materials associated with new acquisitions.

Section 4 Approvals:
NEW! INVENTORY MATERIAL APPROVAL: When a request is submitted through the Inventory
Materials Request Form, you will be able to select your Region and Country, and the workflow will find
the assigned P&ML manager.

For changes on the GMD approver list, submit a request to FHOUProcVM by using the Need Help?
Toolbox Support form on the Supply Chain Toolbox.
ZCAP MATERIAL TYPE: When a request is submitted through the Inventory Materials Request Form,
the workflow will select the approver per division.
For changes on the ZCAP approver list, please contact FHOUGMMD
Current ZCAP approvers:

HCT-Divison 11 Fabiana Sanchez

SPERRY- Division 12 Anthony Apolloni
WP- Division 13 - Afsaneh Agharokh
BAROID-Division 17 Shawn Walker
HDBS Division 18 - Bruno Vanhalst or Teri Jackson
TOOLS and TESTING - Division 40 - Edgar Almanza or Fabiana Sanchez

CHEMICALS:
Though the GMD does not process request for Chemicals, we can make certain changes to Chemical
Material types in SAP: description, base unit of measure, PH, group/type, weights, and alternative units of
measure, providing the change request is submitted, or approved, by the following individuals:
Baroid- Divison-17: Chris Bosch, Sarah Staley and/or Siobhan Killalea
Product Enhancement-Division 14: DeShawn Jackson
Cementing Division 10: Kristen Damon
Multi-Chem-Division 25: Aaron Brown - Houston and Giovannina Delli Compagni
GMD also update the old chemicals that were loaded by IM-1. (9 digit)

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OTHER APPROVALS:

Traceable Indicator - must be approved by Anthony Apolloni

E&O Exemption must be approved and submitted by Craig Wendt. Use form Material For E
and O Exemption
ZEAS and X-materials - creation and changes must be approved by Juan Carlos Gari.
Chemical Compliance Control - must be approved and submitted by Dawn Robertson and
Tanya Nagatani

**Please ensure you have all the necessary approvals BEFORE sending your request to the GMD

Section 5 Additional Information

For NON GLOBAL CHANGES that are Sales Org or Plant Specific Data or Extensions, contact
your Plant Maintainer.

For EDI link, Please contact FDUNCUST team.

For CHEMICAL COMPLIANCE BLOCKS , please contact FChemReg@Halliburton.com

For LEGAL HOLDS please contact FHOULegalHolds@Halliburton.com

For AMI issues, please contact Juan Carlos Gari.

For TECHOLD, please contact FCARCAPE, FDUNCAPE OR FHOUCAPE.

For other issues, please contact FHOUSAP Supply Chain Support.

PRICE CHANGES Contact your FA Manager. Pricing updates/entries are not performed by
the GMD. For additional guidance, please click on the link below
http://spwest/sites/KMSCM/SCF/_layouts/15/start.aspx#/SitePages/Home.aspx in the box below

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Section 6 Out of Scope:

ENGINEERING CONTROLLED ITEMS

GMD in Houston CAN NOT generate SAP numbers for items that require Engineering Control. This
must be done via an RTA. In general, any part or product that is used on a job for a customer, or affects the
operation of such, needs Engineering Control.
Engineering control is required if any of the following questions can be answered in the affirmative:
1
2
3
4

Is the item designed and manufactured by Halliburton, where Halliburton owns

the intellectual property rights and is the warranty backer?
Does the item have additional requirements such as inspection, test, or approved
Vendor list (AVL) that are beyond the Manufacturers design specification?
Will it be used on a product that has Halliburton or Customer Specific requirements
Such as a Halliburton specification or Customer Quality Plan?
Is it a replacement or substitute part to be used on equipment, a tool, or a product designed by
Halliburton?

Technology assistance to review requests or set-up part numbers for each Technology Center are as
follows:
CARROLLTON TECHNOLOGY CENTER

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o
o
o
o
o
o
o
o
o

Service Tools, Lee Wayne Stepp

Tubing Conveyed Perforating, Roger Watson
Testing and Subsea - Testing Tools: Vince Zeller, Paul Ringgenberg, Ian Carle
Testing and Subsea - Sub Sea: Chantal Necchi, Ken Schwendemann, John Goiffon
Testing and Subsea - Data Acquisition Systems (DynaMem EMR, DynaLink telemetry, Surface
DAS): Vince Zeller, Emilio Horane
Testing and Subsea - Early Production Systems (or Early Evaluation Systems): Zaharia
Stoianovici
Testing and Subsea - Sampling: Vince Zeller, Peter Royce
Testing and Subsea - Surface Well Testing: Rick Hothem, Helder Pinto
Completion Products & Services (CPS), all products need engineering control; therefore,
all requests for SAP numbers for these products are to go to their respective material group for
processing via an RTA
1

o
o
o

DUNCAN TECHNOLOGY CENTER

2
Cementing Paul Mendenall
Production Enhancement Kenny Morgan or Steve Perkins
Production Solutions Benjamin Kirchoff
3

o
o

HOUSTON TECHNOLOGY CENTER

4
Logging & Perforating, Adan Herrera([Mechanical products need engineering control & SAP
numbers), Bogdan Wiecek (Electrical/Electronic products need engineering control & SAP
numbers ), Bill Dillon or German Plata (Wireline Electric line Data Cables & SAP numbers )
Artificial Lift Amy Kelso

Numbers generated through CWI/ Engineering typically contain 9 characters and begin with the
number 1 such as the ones shown below.

The only changes the GMD makes to CWI Engineering Controlled items, with the PSL Analyst approval
are:
- Product Hierarchy update
- Division update
- Material group and Material type
- Vendavo Flag addition/removal
- QM flag addition
All other request and questions concerning Technology/CWI numbers, should be directed to the owing lab,
such as show in the example below.

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FUNCTIONAL BOXES
PSLs supported by Support Group
Duncan CAPE Support

FDUNCAPE @ 580.251.2425

Boots and Coots

Cementing
Production Enhancement
HCT Global CAPE Support FCARCAPE @ 972.467.9797

Completion Tools
Houston CAPE Support

FHOUCAPE @ 281.871.5288

Baroid Fluid Services

Drilling & Evaluation Other
Landmark/PM
Security DBS
Sperry Drilling
Wireline & Perforating

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