Apply Control Plan Template to Parts
Explanation
In this activity, you use a control
plan template to create and activate control plans for many parts and also
propagate new changes to affected shop orders where relevant. This activity
will contain different steps depending on whether you are creating manufacturing,
purchasing or inventory control plans.
Prerequisites
- A control plan template in state
Active with the correct type (Manufacturing, Purchasing or Inventory) must
exist.
- For manufactured parts, a
routing alternate must exist.
- For manufactured parts, the
operation numbers and work centers referred on the template lines must
also exist on the routing alternates. Using routing templates makes this
easier to achieve.
Note:
If a manufactured part is configurable, operation numbers and work centers
referred on the template lines may not exist on the routing alternate, but
you should check that they refer to combinations of operation number and work
center number that may be the result of the configuration rules.
System Effects
As a result of this activity:
- New control plans are created
and made Active.
- If the part already has a
control plan, it is phased out and replaced with the new control plan on the
phase in date.
- Affected Shop Orders will be
connected with the new Control Plan created through the assistant if user
selects.
- If problems occur, a log is
created with warnings and error messages
Window
Control Plan Template Assistant
Related Window Descriptions
Control Plan Log
Procedure
- Open the
Control Plan Template Assistant
window.
- Select a control plan template
to create control plans from.
- In the
Phase In Date
field, you can enter any date in the future. If any existing control plans
are phased out, the phase out date will be today's date.
- In the
Responsible Person
field, select a person to be set as responsible for the control plans
- Select
Copy
if you want to create control plans
without keeping any reference to the template
- Select
Refer
if you want to keep a reference to the template, making it possible to
update or create new revisions of the control plans from the template
- Click
Next
- Depending on the template type,
you will be guided through different steps.
- After you have completed the
wizard, errors or warnings that may have occurred are presented in the
Control Plan Log
window.
Note:
in the wizard, you can use the
Search
button to filter your selection. Select records and then the
Check Selected
or Uncheck Selected
buttons to indicate which records you want to create control plans for.