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Firm a planned order - Impact workspace

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Review the planned order before firming it because the action creates an order in the applicable operational module.

Steps

  1. Go to Product information management > Engineering change management > Engineering change orders.

  2. Open a released ECO you want to review.

  3. On the Action Pane, in the Business impact group, select Open impact workspace.

    The workspace opens for the selected ECO.

    Note

    If the ECO has no lines yet, the button is unavailable. Add at least one affected product first.

  4. In the Planned orders section, locate the affected planned order.

  5. Select Firm.

    The Firming pane opens on the right.

  6. Under Parameters, review the Update marking setting.

  7. Review the available grouping settings, such as:

    • Group by vendor

    • Group by buyer group

    • Group by period

    • Group by planning priority

    Grouping settings are primarily relevant when multiple planned orders are firmed together.

  8. Expand Run in the background if you want to run firming as a batch task.

  9. Configure the applicable batch settings, such as:

    • Batch processing

    • Task description

    • Batch group

    • Private

    • Critical job

    • Monitoring category

  10. Select OK to firm the planned order.

    To close the pane without firming the order, select Cancel.

After firming is complete:

  • The planned order is converted into a production, purchase, or transfer order.

  • The Action status changes to Firmed.

Recalculate the ECO impact to include the newly created order in the applicable impact section.