Define Control Plan Template Header

Explanation

Each Control Plan Template consists of two levels: a header and one or more lines. This activity is used to create a new control plan template header, or a new revision of an existing control plan template. The control plan template can be of type:

• Manufacturing
• Purchasing
• Inventory

Prerequisites

N/A

System Effects

As a result of this activity, a new control plan template revision is defined in the status Created.

Window

Control Plan Template

Related Window Descriptions

Control Plan Template Checklist
Work Center
Routing Template

Procedure

1. Open the Control Plan Template window.
2. Create a new record.
3. Enter a value for template ID. Note that the value for template ID is system-generated if you leave it blank.
4. Enter a value for the site for which you want to create the control plan template, or use the List of Values to choose from the available sites.
5. Enter a template type. Possible values are Manufacturing, Purchasing and Inventory.
6. Select a Category Entry Type if control plan lines defined as Categorical will be defined.
7. In the Template Attributes area, you can select the Receipt Not Allowed check box for manufacturing and purchasing templates. If this check box is selected, all analyses connected to the order need to be confirmed and all time triggers need to be stopped in order to receive parts.
8. In the Control Plan Attributes area, you can select the Use Catch UoM check box for inventory templates.