Change Management
There are basically two approaches to change management:
- Changes to a running production or before (description on this page)
- Modifications of already manufactured, stored parts according to customer requirements --> conversion parts lists
In addition to a regulated and orderly re-entry of master and transaction data, procedures are required to change this data. The problem here is that such changes are always only permitted or possible with regard to the processing status and/or scope of use of the data to be changed.
On the one hand, transaction data is itself subject to a business process, on the other hand, its status depends on the type and status of any subsequent documents. A change to a document must therefore first be checked with regard to previously necessary adjustments to the subsequent documents: if, for example, an order item contains a purchased part for which an order already exists, then a change to the date or quantity is only possible if the order has been adjusted beforehand or a further order has been triggered.
In general, the following rule applies to changes - of documents linked in relation to predecessors/successors:
- the last document in a document chain should be the first to be changed, then you should navigate to the preceding document to make the change there - and so on
Overview of known change scenarios
Amendment necessary in:
Order item (see also order processing)
| Action | In process | Approval for distribution | Technical release |
|---|---|---|---|
| Change quantity | possible at any time | possible at any time | purchased part - not possible |
| Stock section | |||
| Production part - not possible | |||
| Change part | possible at any time | possible at any time | purchased part - not possible |
| Stock section | |||
| Production part - not possible | |||
| Delete part | possible at any time | possible at any time | Not possible as soon as a follow-up document is available ! |
| Add part | possible at any time | possible at any time | Purchase section |
| Stock section | |||
| Production part | |||
| Change date (provision date, delivery date, technical release date) | possible at any time | possible at any time | Purchase part - further into the future always possible. Closer to the current date only if the date on the BA is also premature. |
| Stock part - always possible | |||
| Production part - further into the future always possible. Closer to the current date only if the date of the request for a part is also premature. | |||
| Cancel item | possible at any time | possible at any time | Purchase section |
| Stock section | |||
| Production part |
Production bill of materials item (see also exploded production bill of materials)
| Action | Gozintograph not yet created | Gozintograph created | Disposition carried out | Scheduling takes place | Further processing |
|---|---|---|---|---|---|
| Change quantity | only changeable for positions > level 0 | possible at any time, see here for description | possible at any time, see here for description | possible at any time, see here for description | Purchase section |
| Stock section | |||||
| Production part | |||||
| Change part | possible at any time | possible at any time, see here for description | possible at any time, see here for description | possible at any time, see here for description | Purchase section |
| Stock section | |||||
| Production part | |||||
| Delete part | only changeable for positions > level 0 | possible at any time, see here for description | possible at any time, see here for description | possible at any time, see here for description | Purchase section |
| Stock section | |||||
| Production part | |||||
| Add part | possible at any time | possible at any time, see here for description | possible at any time, see here for description | possible at any time, see here for description | Purchase section |
| Stock section | |||||
| Production part |
Parts request item (see also parts request)
| Action | Disposition carried out | Scheduling takes place | Parts request enabled |
|---|---|---|---|
| Change quantity | possible at any time; quantity correction is automatically entered backwards in the parts list item(s) | possible at any time | only possible again after the release is withdrawn |
| Change main disposition type | can be changed at any time | After modification, termination is deleted and must be performed again | only possible again after the release is withdrawn |
| Insert additional disposition | possible at any time | possible at any time | only possible again after the release is withdrawn |
| Change date | not useful | possible at any time | only possible again after the release is withdrawn |
| Cancel item | not useful | not useful | possible at any time |
Production order item (see also production order)
| Action | Without work plan | Work plan created | Work plan booked in | Production papers printed | BDE feedback available |
|---|---|---|---|---|---|
| Change quantity | possible at any time | possible at any time | Work plan must be booked out in advance | print marks must be deleted beforehand, production papers should be collected | not possible |
| Add part | A new production order item must be created/added for which an assignment to a cost centre must be entered | - | - | - | - |
| Change date | possible at any time | possible at any time | possible at any time | print marks must be deleted beforehand, production papers should be collected | print marks must be deleted beforehand, production papers should be collected |
| Change work plan | - | possible at any time | Work plan must be booked out in advance | print marks must be deleted beforehand, production papers should be collected | print marks must be deleted beforehand, production papers should be collected |
| Change working hours | - | possible at any time | Work plan must be booked out in advance | print marks must be deleted beforehand, production papers should be collected | print marks must be deleted beforehand, production papers should be collected |
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