Change Production Order Routing Lines

Workflows can be enabled to generate an approval requirement to complete any changes made to a production order routing 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 routing lines but each is described in this section.

Production Order Routing Line Modify Approval

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

  1. Create the Production Order Routing Line 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 routing.
  7. Make a change to a routing line.
    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 routing 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 Routing 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 routing are instantaneous; refresh the page (F5) as needed.

Production Order Routing Line Insert Approval

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

  1. Create the Production Order Routing Line 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 routing.
  7. Insert a routing line and then fill in the No. field.
    Enter a comment if necessary and then a message opens stating that an approval request has been sent.
  8. The approval user(s) receives notification of the approval request.
  9. Additional changes can be made to other routing 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 Routing page or the Requests to Approve page (using Tell Me) and approves the request, with or without password depending on authentication requirements.

Production Order Routing Line Delete Approval

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

  1. Create the Production Order Routing Line 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 routing.
  7. Select the routing 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 routing 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 Routing 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 routing 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 routing line requesting the change and could then complete the approval directly in the Prod. Order Routing 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 routing line.

Example – Delete and insert a production order routing line using an approval workflow

In the following video, workflows have been created from the Production Order Routing Line Delete Approval Workflow and Production Order Routing Line Insert Approval Workflow workflow templates. A group approval has been assigned to each but only one of the users in the group must approve the change. The workflows require additional authentication.

A planned production order is opened and then the production order routing is opened. An existing routing line is deleted and a message opens stating that the approval request has been sent.

The Approval Entries FactBox shows that an approval request is waiting. The approval user opens the Requests to Approve page and then opens the Prod. Order Routing directly to view the changes. They approve the request by choosing the Approve action on the Home menu. They enter their password because the additional authentication was enabled for this workflow.

In the Prod. Order Routing, the deleted line has been removed. The user then inserts a new routing line. The Approval Entries FactBox shows that an approval request is waiting. The approval user opens the Requests to Approve page and reviews the changes. They approve the request and enter their password because the additional authentication was enabled for this workflow.

The approval entries show that the request has been approved and the routing line has been added. In the Prod. Order Routing, the new line can be edited.

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