Change Project Product

Explanation

As the project proceeds and material is demanded, there may be changes that need to be updated in the system, such as changes in the Project Delivery Structure, Requirement Activity Link, Requirement Activity Date, Std Planned Flag, MPL Part, or Demand Site. After any changes the Gross Requirement Calculation has to be run. All necessary changes in connected orders can be performed by the user. You can change the order dates and quantities.

If you want to change the structure for an item with a connected shop order some special rules has to be followed and some questions has to be answered.

1. If a new line is added or an old line is removed you will be informed that this also will update the shop orders allocations and you must confirm if that is ok or not. If you answer ok and changes are allowed for the shop order, both structure and shop order allocations will be updated. Journal line will be created. If you answer no or the shop order is not allowed to be updated (due to status) nothing will be updated.
2. If the quantity for a sub item is changed you will be asked if you want to change the allocation quantity as well. If you answer yes and the shop order is allowed to be changed both structure and allocation are changed. Journal line is created. If you answer no or the the shop order is not allowed to be changed, only the structure is changed. Journal line is created. In this case will the shop order be different from the structure if you answer no.

Prerequisites

A part can not be changed to Std Planned after an order is created.
Site can not be changed after an order is created.

System Effects

This depends on the information that is updated. Refer to the window descriptions for information on the system effects.

• If Activity Link is changed after an order is created, all committed and actual costs for this order will always be sent to the old activity. Planned cost will be sent to the new Activity.
• If the connected activity changes it's early finish date, all connected orders can also be updated with a new finish date by performing Modify Request Date.
• If the structure quantity is changed, all connected orders can be changed by performing Modify Requested Quantity.

For a more detailed list of system effects please refer to the appropriate procedure descriptions below.

Window

Project Product/Requirement Activities
Project Product/Demand/MPL
Project Product/Supply/Procured
Project Navigator/Activity

Related Window Descriptions

Project Navigator
Project Product/Requirement Activities
Project Product/Demand/MPL
Project Product/Supply/Procured
Project Item Navigator/Consist Of
Project Navigator/Activity

Procedure

Update the information that is affected by the changes; refer to the appropriate window description for the information to update.

1. Changing quantity on an project item in the product structure with purchase order line connected:

• Change the structure quantity in Project Item Navigator/Consist Of.
• Perform Run Gross Requirement Calculation.
• Perform Modify Requested Quantity.
• If the purchase requisition line has not become a purchase order line the requisition line will be updated.
• If the purchase requisition line has become a purchase order line, the purchase order line is updated and the purchase requisition line is NOT.
• If the purchase requisition line has become a purchase order line and this purchase order line is not allowed to be updated, a new purchase requisition line is created for the rest quantity.

2. Change quantity in structure with shop order connected:

• Change the structure quantity in Project Item Navigator/Consist Of.
• Perform Run Gross Requirement Calculation.
• Perform Modify Requested Quantity.
• If the shop order is not allowed to be updated, a new shop order is created for the rest quantity.

3. Change quantity in structure when parent item is connected to a shop order:

• Change the structure quantity in Project Item Navigator/Consist Of.
• When you want to change the structure for an item with a connected shop order some special rules has to be followed and some questions has to be answered.
  • If a new line is added or an old line is removed you will be informed that this also will update the shop orders allocations and you must confirm if that is ok or not. If you answer ok and changes are allowed for the shop order, both structure and shop order allocations will be updated. Journal line will be created. If you answer no or the shop order is not allowed to be updated (due to status) nothing will be updated.
  • If the quantity for a sub item is changed you will be asked if you want to change the allocation quantity as well. If you answer yes and the shop order is allowed to be changed both structure and allocation are changed. Journal line is created. If you answer no or the the shop order is not allowed to be changed, only the structure is changed. Journal line is created. In this case the shop order will be different from the structure.
• Verify the shop order.

4. Change early finish date for the activity with purchase or shop order connected:

• Use Project Navigator/Activity to change the activity's early finish date.
• Perform Run Gross Requirement Calculation.
• Perform Modify Request Date.
  • If only purchase requisition line exists, the wanted receipt date is updated.
  • If a purchase order line also exists, the planned receipt date is updated.
  • If a shop order exists, SO Finish Date (RevisedDueDate) is updated.