Product Change Control Change Summary
About This Course
Course Description
Course Objectives
Audience
Prerequisites
Course Credit and Scheduling
Virtual Environment Information
Additional Resources
QAD Learning Center
QAD Document Library
QAD Support
Introduction to Product Change Control
Course Overview
Learning Objectives
Pre-Setup Business Issues
Overview of Business Needs
Typical Characteristics
Solution Characteristics
Limitations
Milestone Events
Requests for Changes
Planned Changes
Actual Change Implementation
Terminology
Product Change Requests (Optional)
Product Change Orders
Product Change Order
Product Change Life Cycle
Product Change Control Users
Discussion Questions
Business Considerations
Business Considerations Overview
Control/Manage Changes
Approval Methods
Inventory Management
Approvals
Change Notifications
Broad Contact Inclusion
Import/Export PCRs/PCOs
Product Data Management (PDM)
Focusing Exercise
Set Up Product Change Control
PCC Set Up Overview
Product Change Control Setup
Prepare to Use PCC
ECO by ECO Number Report (13.13.3)
Record ECO Data
Set Up PCC Functions
Exercise: Preliminary Setup
Exercise: Set Up Addresses and Company Name
Exercise: Print Existing ECOs
Set Up Functions to Control
Enable PCC Functions
ECO Maintenance
Exercise: Set Up PCC Processes
Exercise: Set Up a Cost Center
Exercise: Set Up Workspace/Account Control
Exercise: Set Up Product Line Information
Exercise: Set Up Item Status Codes
Exercise: Set Up Site Data
Exercise: Set Up Location Data
Create User IDs
User Maintenance (36.3.1)
User Maintenance
E-Mail Definition Maintenance (36.4.20)
Set Up E-Mail
User Maintenance (36.3.1)
Reason Codes Maintenance (36.2.17)
Reason Codes Maintenance
Set Up Severity Codes
Exercise: Set Up User IDs
Exercise: Set Up Generalized Codes
Exercise: Set Up Reason Code Severity Levels
Master Comment Maintenance
Set Up Master Comments
Master Comment Maintenance (1.12)
Group Maintenance
Create Groups
Group Maintenance (1.9.1.1)
Add Users
Maintain Users in Groups (1.9.1.3)
Exercise: Set Up PCC Groups
Exercise: Set Up Item Master
Exercise: Set Up Item Data
Exercise: Set Up Inventory Data
Exercise: Set Up Item Planning Data
Exercise: Set Up Item Cost Data
Exercise: Set Up Product Structures
Exercise: Set Up a Department
Exercise: Set Up a Work Center
Routing Slip Maintenance
Define Routing Slips
Approval Routing
Routing Slip Maintenance (1.9.1.5)
Detail Maintenance
Routing Slip Copy (1.9.1.7)
Exercise: Set Up Routing and Quality Specification
Exercise: Set Up Routing Slips
Exercise: Set Up a PCR Routing List
Define Documents
PCR/PCO Type Maintenance
PCR/PCO Type Maintenance (1.9.1.9)
PCC Control
Set Up PCC Control
PCC Control (1.9.24)
PCC Control (1.9.24)
Exercise: Set Up PCR/PCO Type Maintenance
Exercise: Set Up PCC Control
Summary
Process Product Change Orders
Product Change Orders Process
Create/Maintain PCO
Create/Maintain PCO
Product Change Order Structure
PCO Maintenance
Enter Header
PCO Maintenance (1.9.2.13)
Select PCR/PCO Function Maintenance
Add Text
Text Data Maintenance
Add, Modify, Delete PCO Text Data
Copy Text from Master Comments into PCO
Master Comments Copy Selection
Specify Changes
Item Data Maintenance
Item Data Maintenance — Add, Modify, Delete PCO Data
Exercise: Create a PCO with Item Changes
Structure Data Maintenance
Copy Product Structure into PCO
Copy Where Used into PCO
PCR/PCO Detail Maintenance – Product Structures
Replace Product Structure Component
Exercise: Create a PCO with Product Structure Changes
Routing Data Maintenance
Copy Routing to PCR/PCO
PCR/PCO Detail Maintenance – Routing
PCR/PCO Detail Maintenance – Routing (Rate Based)
Exercise: Create a PCO with Routing Changes
Item Specification Maintenance
Copy Item Specification from Quality Module
PCR/PCO Detail Maintenance – Item Specification
Exercise: Create a PCO with Item Spec Changes
Formula Data Maintenance
Copy Formula into PCO
Copy Where Used into PCO
PCR/PCO Detail Maintenance – Formulas
Replace Formula Component
Exercise: Create a PCO with Formula Changes (optional)
Copy Processes to PCR/PCO
Copy Processes to PCR/PCO
PCR/PCO Detail Maintenance – Processes
Exercise: Create a PCO with Process Changes (optional)
Enter Trailer
Trailer Maintenance (1.9.25.9)
Trailer Maintenance
Review/Print PCO
PCR/PCO Detail Inquiry (1.9.2.8)
PCR/PCO Status Browse (1.9.11)
Print PCR/PCO (1.9.9.1)
Exercise: Check Status and Print PCOs
Route PCO for Approval
Route PCO for Approval (1.9.2.16)
Exercise: Route PCOs for Approval
PCR/PCO Approval
PCR/PCO Approval (1.9.6.1)
Detail Approval Maintenance (1.9.6.13)
Approval Browse (1.9.6.2)
Release and Distribute PCO
Release and Distribution (1.9.7.1)
Exercise: Approve PCOs
Incorporate PCO
Incorporation Selection (1.9.7.4)
Incorporation (1.9.7.5)
Incorporation Planning Report (1.9.7.3)
Exercise: Release and Distribute PCO
Exercise: Incorporate PCO
Implementation
Implementation (1.9.7.13)
Exercise: Implement PCOs
Summary
Miscellaneous PCR/PCO Functions
Course Overview
Exercise: Create a PCO with Process Changes (optional)
Exercise: Implement PCO
Processing Product Change Requests
Product Change Requests Process
Create Maintain PCR
PCR Maintenance
PCR Maintenance (1.9.2.1)
PCR Maintenance Options
PCR Maintenance Options Lower Levels
Exercise: Create PCR with Where-As Changes
Route PCR
Route PCR for Approval (1.9.2.4)
Exercise: Route PCR for Approval
Approve PCR
PCR/PCO Approval (1.9.6.1)
Close PCR to PCO
Exercise: Approve PCR
PCR Maintenance
PCR Maintenance (1.9.2.1)
PCO/PCR Function Maintenance
Convert PCR to PCO
Exercise: Close PCR to PCO
Summary
Business Issues
Business Issues
Reports, Inquiries, Browses
Product Change Control Change Summary
Reports, Inquiries, Browses