Change Production Order Component Lines

Workflows can be enabled to generate an approval requirement to complete any changes made to a production order component line including insertions and deletions. These workflows are valid for use with Planned, Firm Planned, and Released Production Orders.

Note

Different workflows are used for modifying, inserting, and deleting production order component lines but each is described in this section.

Production Order Component Modify Approval

The general process for approving a modification to a production order component line with an approval workflow is:

  1. Create the Production Order Component Modify 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 planned, firm planned, or released production order.
  6. Open the production order components.
  7. Make a change to a component line.
    Enter a comment if necessary and then a message opens stating that an approval request has been sent. Note that the quantity is not changed to the new quantity; this will happen when the request is approved.
  8. If notifications are set up, the approval user(s) receives notification of the approval request.
  9. Additional changes can be made to other component lines and new approval requests will be sent, but no changes can be made to lines that have been sent for approval.
  10. The approval user opens the Prod. Order Components 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 production order components are instantaneous; refresh the page (F5) as needed.

Production Order Component Insert Approval

The general process for approving the insertion of a production order component line with an approval workflow is:

  1. Create the Production Order Component 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 a planned, firm planned, or released production order.
  6. Open the production order component.
  7. Insert a component line and fill in the No. field.
    Enter a comment if necessary and then a message opens stating that an approval request has been sent.
  8. If notifications are set up, the approval user(s) receives notification of the approval request.
  9. Additional changes can be made to other component lines and new approval requests will be sent, but no changes can be made to lines that have been sent for approval.
  10. The approval user opens the Prod. Order Components page or the Requests to Approve page (using Tell Me) and approves the request, with or without password depending on authentication requirements.

Production Order Component Delete Approval

The general process for approving the deletion of a production order component line with an approval workflow is:

  1. Create the Production Order Component 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 a planned, firm planned, or released production order.
  6. Open the production order component.
  7. Select the component line to delete and then on the Request Approval menu, choose the Delete Line action.
    Enter a comment if necessary and then a message opens stating that an approval request has been sent.
  8. If notifications are set up, the approval user(s) receives notification of the approval request.
  9. Additional changes can be made to other component lines and new approval requests will be sent. No other changes can be made to the open/pending request lines until they have been approved.
  10. The approval user opens the Prod. Order Components 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 component lines.

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 component line requesting the change and could then complete the approval directly in the Prod. Order Component 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.

The entries in the Approval Entries FactBox and the Approval Entries Log page are based on the selected component line.

Example – Modify a production order component line using an approval workflow

In the following video, a workflow has been created from the Production Order Component Modify Approval Workflow workflow template. A group approval has been assigned but only one of the users in the group must approve the change. The workflow requires additional authentication.

A planned production order is opened and then the production order components are opened. On one of the lines, the quantity is changed and after leaving the field, a message opens stating that the approval request has been sent.

The Approval Entries FactBox for the changed line shows that an approval request is waiting. The approval user opens the Requests to Approve page and then opens the Prod. Order Components directly to view the change. 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 approval entries show that the request has been approved and the component lines show the change. In the Prod. Order Components page, the changed line is updated.

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