Apply Control Plan Template to Parts

Explanation

This activity is used to create and activate control plans for many parts and also propagate new changes to relevant shop orders using control plan templates. The activity differs depending on whether you are creating manufacturing, purchasing, or inventory control plans.

To create control plans from a control plan template, enter the specific control plan template and additional information in the first step of the assistant. 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. In the Responsible Person field, select a person to be set as responsible for the control plans.

• Select Copy if you want to create control plans without keeping any reference to the template.

• Select Reference 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.

Proceed with the assistant. Depending on the template type, you will be guided through different steps. Once you have completed the assistant, errors or warnings that may have occurred will be displayed on the Control Plan Log page.

Prerequisites

• A control plan template must exist in the Active status with the correct type (manufacturing, purchasing or inventory).
• 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 numbers and work center numbers that may be the result of the configuration rules.

It is not possible to apply control plan templates to parts which are having disassembly routing revisions.

System Effects

As a result of this activity:

• New control plans are created and set to the status Active.
• If the part already has a control plan, it will be 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 the user selects this option.
• If a manufacturing control plan template is applied to a serial tracked part, then Category Entry Type will be set to Single Row automatically for all control plan lines where Data Type is Categorical and Serial Registration is enabled, regardless of the Category Entry Type value in the manufacturing control plan template.
• If problems occur, a log is created with warnings and error messages.

Pages

Apply Control Plan Template

Activity Diagrams

Define and Maintain Control Plan