Change Work Center Production Rates

Workflows can be enabled to generate an approval requirement to complete any changes made to a work center production rate including insertions and deletions.

Note

Different workflows are used for modifying, inserting, and deleting work center production rates but each is described in this section.

Work Center Production Rate Modify Approval

If you do not need an approval for a change to every editable field in the work center production rate, you can set conditions in the workflows to specify which field changes to track. If you do not specify these fields, then approvals will be sent whenever a change is made. Step 2 provides information about adding conditions to the workflow.

The general process for approving a modification to a work center production rate with an approval workflow is:

  1. Create the Work Center Production Rate Modify Approval Workflow workflow from the template.
  2. Choose specific information to require approval requests.
    1. On the first line of the workflow, choose (View filter details) in the On Condition field.
    2. In the Event Conditions page, enter the information to be tracked.
    3. Choose the OK button.
  3. Assign the approval user or group of users.
  4. Set the additional authentication if required.
  5. Enable the workflow.
  6. Open the Work Center Production Rates page from an item (Related > Bill of Materials > Production) or directly using the Tell Me feature.
  7. Make a change to a work center production rate line and then close the page.
    A message opens stating that an approval request has been sent.
    Note

    If a message opens about changing records, choose the Yes button to continue with the approval process. If you choose the No button, the approval process does not start and the change is undone.

  8. If notifications are set up, the approval user(s) receives notification of the approval request.
  9. The approval user opens the Work Center Production Rates page or the Requests to Approve page (using Tell Me) and approves the request, with or without password depending on authentication requirements.

Changes to the work center production rate are instantaneous after approval.

Work Center Production Rate Insert Approval

The general process for approving the insertion of a work center production rate with an approval workflow is:

  1. Create the Work Center Production Rate Insert Approval Workflow workflow from the template.
  2. Assign the approval user or group of users.
  3. Set the additional authentication if required.
  4. Enable the workflow.
  5. Open the Work Center Production Rates page from an item (Related > Bill of Materials > Production) or directly using the Tell Me feature.
  6. Insert a work center production rate and then close the page.
    A message opens stating that an approval request has been sent.
  7. If notifications are set up, the approval user(s) receives notification of the approval request.
  8. The approval user opens the Work Center Production Rates, Work Center Prod. Rate Card, or the Requests to Approve page (using Tell Me) and approves the request, with or without password depending on authentication requirements.

Work Center Production Rate Delete Approval

The general process for approving the deletion of a work center production rate with an approval workflow is:

  1. Create the Work Center Production Rate Delete Approval Workflow workflow from the template.
  2. Assign the approval user or group of users.
  3. Set the additional authentication if required.
  4. Enable the workflow.
  5. Open the Work Center Production Rates page from an item (Related > Bill of Materials > Production) or directly using the Tell Me feature.
  6. Select the work center production rate to delete and then on the Request Approval menu, choose the Delete Line action.
    A message opens stating that an approval request has been sent.
  7. If notifications are set up, the approval user(s) receives notification of the approval request.
  8. The approval user opens the Work Center Production Rates page or the Requests to Approve page (using Tell Me) and approves the request, with or without password depending on authentication requirements.
Note

There are no entries in the Approval Entries Log page for deleted work center production rates.

Cancel approval requests

A user can cancel an approval request by choosing the Cancel Approval Request action on the Request Approval menu.

Manage approval requests

A designated user can approve, reject, or delegate an approval request by choosing the action from the Approve menu. They can also add any necessary comments for the response to the request.

Designated users can also choose the Lightbulb that opens the Tell Me feature icon, enter Requests to Approve, and then choose the related link. In the Requests to Approve page, they will see their pending approval requests and can manage each request individually. They can choose Home > Open Record to view the work center production rate requesting the change and could then complete the approval directly in the Work Center Prod. Rate Card page.

View approval entries

The Approval Entries FactBox shows the status of an approval request as well as the number of unfinished approvals, the date and time the approval request was sent, and the details of the approval request.

To see complete information about the approvals, choose the Approval Entries action on the Request Approval menu.

The entries in the Approval Entries FactBox and the Approval Entries Log page are based on the selected work center production rate line.

Example – Change work center production rates using approval workflows

In the following video, workflows have been created from the Work Center Production Rate Delete Approval Workflow, and Work Center Production Rate Insert Approval Workflow, and Work Center Production Rate Modify Approval Workflow workflow templates. No conditions were entered in the workflows so all changes are tracked. A workflow user group for manufacturing has been assigned to each and the workflows require additional authentication from any of the users to complete the changes.

The Work Center Production Rate page is opened and the following changes are made: - an existing line is deleted. A message opens stating that the approval request was sent. - a work center production rate is opened and the Setup Time is changed. After closing the page, a message opens stating that the approval request was sent. - a new work center production rate is inserted. After closing the page, a message opens stating that the approval request was sent.

The Approval Entries FactBox for each changed line shows that an approval request is waiting.

The approval user opens the Requests to Approve page and approves the first request by choosing the Approve action on the Home menu. They enter their password because the additional authentication was enabled for this workflow. They approve the next request without entering their password because the approvals are within the Authentication Timeout setting defined in the Regulatory Affairs Setup page.

For the last request, which was the insertion of a work center production rate, the approval user opens the Work Center Production Rates page to view the changes. They approve the request by choosing the Approve action on the Approve menu and then enter their password because the Authentication Timeout has lapsed.

The Work Center Production Rates page shows that the deleted line was removed, the new line was added, and the Setup Time is changed. For the changed and new line, the approval entries show that the requests were approved.

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