Setting Up QAD’s Product Change Control Module
Posted on: November 4, 2021 | By: David Kwo | QAD Business Process
QAD’s Product Change Control (PCC) module allows users to compile, organize and store information on product changes and monitor their implementation into the manufacturing process. The module also provides the capability to design an approval process for product changes and add approved changes to product definition database.
PCC handles two types of documents: Product change requests (PCRs) are records of requests for product changes, while product change orders (PCOs) record the implementation of changes into product definitions. PCOs are more closely controlled via approval cycles, while PCRs are not.
- Provides a controlled process for implementing and maintaining item-related data including product structures, routings, and item attributes.
- Users can schedule implementation of data to be used for future planning and costing processes.
- Offers a more efficient means of implementing and maintaining item-related data into QAD by utilizing workflow approval process throughout.
Step 1: Determine Modules PCC will control. Check the fields for each of the following if you wish to control them using PCC.
- Enable PCC Structure Maintenance to control product structures
- Enable PCC Routing Maintenance to control product routings
- Enable PCC Formula Maintenance to control formulas and processes
- QM Enable PCC Item Spec Maint to control item specifications
Note: Enabling PCC functions disables ECO functions. These changes cannot be reversed.
Step 2: Setup PCC Control File in PCC Control tab
Mark the following fields as desired:
- Auto Number – Choose YES to automatically generate new document numbers when PCR/PCOs are created. User can create custom numbering scheme on screen 2 of PCC control tab (pictured below)
- Security – Choose YES to ensure that users have to enter password to access PCR/PCO approval
- Choose YES to block approvals that are out of sequence
Step 3: Define Groups in Group Maintenance tab
- Design groups are comprised of users that can make PCRs and PCOs. Design groups also serve as a criteria for organizing PCRs and PCOs.
- Approval groups are users who approve PCRs and PCOs.
- Distribution groups are those who are automatically notified when PCOs are released.
Assign existing users within QAD systems to the appropriate groups.
Step 4: Define Severity/Priority Codes PCC and Define Approval Routings in Routing Slip Maintenance tab
It is necessary to create a routing slip to control the approval process of each PCR and PCO. If a PCR or PCO should be disapproved, entering the correlated Severity Level number indicates where they should be rerouted. Reasons for disapproval correspond with sequence numbers if the user has defined a severity list in Reason Code Maintenance.
Severity codes drive the system of what re-approvals are necessary based upon which group issued the disapprovals. The number of the severity code determines whether none of the groups (high number severity code), some of the groups (mid-number), or all of the groups (low number) need to re-approve.
If no severity list is defined in Reason Code Maintenance, leave this field at zero.
Step 6: Define PCR/PCO types in PCR/PCO Type Maintenance tab
Create type codes to designate whether document is PCR/PCO, routing slip, distribution group, prefix, and number.
Congratulations! You are now ready to begin using the Product Change Control module in QAD.
If you are interested in learning more about Product Change Control in QAD and/or maximizing the use of your QAD system, contact us here to find out how we can help you grow your business. You can also email us at firstname.lastname@example.org or call (312) 345-8810.
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