Certify a Production BOM or Production BOM Version

Any changes made to a production BOM or production BOM version requires that you certify the production BOM or production BOM version. A workflow can be enabled to generate an approval requirement to complete the certification process.

Note

Different workflows are used for certifying the production BOM and production BOM version but each is described in this section.

Production BOM Certification Approval

The general process for approving a production BOM certification with an approval workflow is:

  1. Create the Production BOM Certify 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. Create or open a production BOM.
  6. If existing, change the Status to Under Development.
  7. Add all production BOM information or make changes to the production BOM lines.
  8. Change the Status to Certified.
    Enter a comment if necessary and then a message opens stating that an approval request has been sent.
  9. If notifications are set up, the approval user(s) receives notification of the approval request.
  10. The Status changes to Pending Approval.
  11. The approval user opens the Production BOM page or the Requests to Approve page (using Tell Me) and approves the request, with or without password depending on authentication requirements.
  12. The Status of the production BOM is changed to Certified.

Enter optional or mandatory comments

If Optional or Mandatory is entered in the Comments Requirement field in the Regulatory Affairs Setup page, then the Approval Entry Comment dialog box will open when requesting, cancelling, approving, rejecting, or delegating approval requests. Depending on the setting, a comment can or must be entered to complete the specific approval process.

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 the Open Record action on the Home menu to view the production BOM requesting the change and could then complete the approval directly in the Production BOM 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, the details of the approval request, and comments added during the approval request process.

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

Example – Certify a production BOM using an approval workflow

In the following video, a workflow has been created from the Production BOM Certify Approval Workflow workflow template. A workflow user group for manufacturing has been assigned and the workflow requires additional authentication from any the users to complete the certification.

An existing production BOM is opened, the Status is changed to Under Development and the line for the bell is removed. When the Status is changed to Certified, a message opens stating that the approval request has been sent. The Status changes to Pending Approval and no further changes can be made to the production BOM until the approval is complete.

The Approval Entries FactBox shows that an approval request is waiting (Open). The approval user opens the Requests to Approve page and then opens the Production BOM directly to view the changes. The approval user then approves the request by choosing the Approve action on the Home menu and enters their password because the additional authentication was enabled for the workflow.

The Status of the Production BOM changes to Certified. The approval entries show that the request has been approved.

Production BOM Version Certification Workflow Approval

The general process for approving a production BOM version certification with an approval workflow is:

  1. Create the Production BOM Version Certify 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 a production BOM.
  6. Create or open the production BOM version.
  7. If existing, change the Status to Under Development.
  8. Add all production BOM information or make changes to the production BOM lines.
  9. Change the Status to Certified.
    Enter a comment if necessary and then a message opens stating that an approval request has been sent.
  10. If notifications are set up, the approval user(s) receives notification of the approval request.
  11. The Status changes to Pending Approval.
  12. The approval user opens the Production BOM Version page or the Requests to Approve page and approves the request, with or without password depending on authentication requirements.
  13. The Status of the production BOM version is changed to Certified.

Enter optional or mandatory comments

If Optional or Mandatory is entered in the Comments Requirement field in the Regulatory Affairs Setup page, then the Approval Entry Comment dialog box will open when requesting, cancelling, approving, rejecting, or delegating approval requests. Depending on the setting, a comment can or must be entered to complete the specific approval process.

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 the Open Record action on the Home menu to view the production BOM version requesting the change and could then complete the approval directly in the Production BOM Version 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.

See Also

Asynchronous Workflows

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