Define Control Plan Header

Explanation

Each control plan consists of two levels: a header and one or more lines. This activity creates a new control plan header. The control plan that you create can be either a Control Plan Manufacturing for manufactured parts, a Control Plan Purchasing for purchased parts, or a Control Plan Inventory for inventory parts.

Prerequisites

• To create a Control Plan Manufacturing, the part must have been entered in the Inventory Part window. The part must have a Buildable structure and a Buildable routing. 
  Note: To create a Control Plan Manufacturing with a Prototype routing type, you can use a prototype routing alternative in the Tentative state.
• To create a Control Plan Purchasing, the part must have been entered in either the Inventory Part or the Purchase Part windows. A supplier for the purchase part must have been entered in the Supplier for Purchase Part window.
• To create a Control Plan Inventory, the part must have been entered in the Inventory Part window.

System Effects

As a result of this activity, a control plan header is created for a Control Plan Manufacturing, a Control Plan Purchasing, or a Control Plan Inventory.

Window

Control Plan - Manufacturing
Control Plan - Purchasing
Control Plan - Inventory
Control Plans

Related Window Descriptions

Control Plan - Manufacturing
Control Plan - Purchasing
Control Plan - Inventory
Control Plans

Procedure

Control Plan Manufacturing

1. Open the Control Plan - Manufacturing window.
2. Create a new record.
3. Note that values for the control plan number and control plan revision number are system-generated.
4. Enter a value for the site that contains the part for which you want to create the control plan, or use the List of Values to choose from the available sites.
5. Enter values for the part number, part revision, responsible person or use the List of Values to choose from the available values. These are required fields.
6. Enter values for the Ctrl Plan Phase In Date (required) and the Ctrl Plan Phase Out Date (if appropriate).
7. Enter the routing revision or use the List of Values to choose from the available routing revisions. This is a required field.
8. Select a Category Entry Type if control plan lines defined as Categorical will be defined.
9. In the Control Plan Attributes area, select the Receipt Not Allowed check box if you want to restrict the receipt of goods on a connected shop order until the relevant analyses have been confirmed and time triggers have been stopped.
10. Save when complete.

Control Plan Purchasing

1. Open the Control Plan - Purchasing window.
2. Create a new record.
3. Note that values for the control plan number and control plan revision number are system-generated.
4. Enter a value for the site that contains the part for which you want to create the control plan, or use the List of Values to choose from the available sites.
5. Enter values for the part number, part revision, responsible person or use the List of Values to choose from the available values. These are required fields.
6. Enter the Ctrl Plan Phase In Date (required) and the Ctrl Plan Phase Out Date (if appropriate).
7. Enter the supplier number or use the List of Values to choose from the available suppliers. This is a required field.
8. Select a Category Entry Type if control plan lines defined as Categorical will be defined.
9. Save when complete.

Control Plan Inventory

1. Open the Control Plan - Inventory window.
2. Create a new record.
3. Note that values for the control plan number and control plan revision number are system-generated.
4. Enter a value for the site that contains the part for which you want to create the control plan, or use the List of Values to choose from the available sites.
5. Enter values for the part number, part revision, responsible person or use the List of Values to choose from the available values. These are required fields.
6. Enter the Ctrl Plan Phase In Date (required) and the Ctrl Plan Phase Out Date (if appropriate).
7. Select a Category Entry Type if control plan lines defined as Categorical will be defined.
8. Save when complete.