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This article describes the end to end workflow for create change request in COMPAS Go.
User roles involved in the process of submission of change request is given below.
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1. Login into COMPAS Go with valid credentials and search for an order using "Search quote" or select the orders from the home page of COMPAS Go.
2. Open the order for which you need to create a change request.
3. Select the line which need to be modified / updated, click the "Create CR".
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4. Following screen pops up to let know the user on the line item availability for change request.
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5. Option to enter the CR name will pop up for the user to populate. Click on the "Create" to proceed.
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User has to select the options for the following
- Change request name (free text)
- Initiator
- Process (ECR / ICR)
- Reason
6. Customer should navigate to following change order screen. User can perform following changes
- Reconfigure / change line items.
- Add additional products.
- Add notes and documents.
- Review and edit pricing details.
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7. Review and update the pricing information.
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Submit change request.
8. Initial Sales Review: As next step of change request, Initial sales review will be performed by customer support.
9. Technical Review: Application Engineering team will perform technical review for on hold and new products. Plant change co-ordinator team will perform review for released lines on change order.
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10. Pricing approval: Pricing approval team will complete the pricing approval step.
11. The user can review the changes, cancel the CR , view the reason for the change request using menu options shown below.
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> Changes
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> Cancel
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> Reason for CR
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> Change Order Mapping
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12. Customer support or PMO team will submit the change request for order update.
13. IICR for released lines: Order engineering team will follow steps to create and process IICR to update order.
14. IICR steps:
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15. As in the desktop, the transfer mode (auto, manual, commercial) is available to the user as shown below.
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16. Create ICR for the line item as shown below.
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15. Complete the update order as shown below
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16. On updating the order from the above, the home page shows the following as "Submitted"
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The status of update to source sales order can be view as below in the "Change Order Status" column.
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17. On completion, the status changes to the following "Order Updated"
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18. Now click on the "View CR" and the following information is available to the user. Navigate to the source sales order.
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19. Viewing the source sales order, the line item is updated. (Green block)
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Red block indicates the line items which has the change request.