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

1. Open the Control Plan Template Assistant window.
2. Select a control plan template to create control plans from.
3. 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.
4. In the Responsible Person field, select a person to be set as responsible for the control plans
5. Select Copy if you want to create control plans without keeping any reference to the template
6. 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
7. Click Next
8. Depending on the template type, you will be guided through different steps.
9. 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.