How to Create a Change Record in SAP PLM
Step 1: Access the Change Record Creation Screen
1. Log in to SAP GUI:
Open the SAP GUI and log in with your credentials.
2. Navigate to the Change Record Transaction:
Transaction Code: PLM_WUI_CR
Alternatively, you can navigate through the SAP menu: Logistics > Product Lifecycle Management > Change Management > Change Record > Create
Step 2: Enter Basic Information
1. Create a New Change Record:
Click on the "Create" button to start a new Change Record.
2. Enter Change Record Type:
Select the appropriate Change Record Type from the dropdown list. This type determines the attributes and workflow of the Change Record.
3. Enter Basic Details:
Fill in the required fields such as:
* Title: A brief title for the Change Record.
* Description: A detailed description of the change.
* Priority: The priority level of the change (e.g., High, Medium, Low).
* Requested By: The name of the person requesting the change.
* Date: The date when the Change Record is created.
Step 3: Define Change Items
1. Add Change Items:
Click on the "Change Items" tab.
Click on "Add" to include items that are affected by the change. These could be materials, documents, or other objects.
2. Enter Details for Each Change Item:
* For each item, enter details such as:
* Object Type: The type of object being changed (e.g., Material, Document).
* Object ID: The unique identifier of the object.
* Change Description: A description of the specific change to the item.
Step 4: Assign Tasks
1. Add Change Tasks:
* Click on the "Tasks" tab.
* Click on "Add" to create tasks associated with the Change Record.
2. Enter Task Details:
* For each task, enter details such as:
* Task Description: A brief description of the task.
* Assigned To: The person responsible for completing the task.
* Due Date: The deadline for the task.
Step 5: Attach Documents
1. Add Attachments:
* Click on the "Attachments" tab.
* Click on "Add" to attach relevant documents, such as specifications, test plans, or approval forms.
2. Upload Documents:
* Select the files to be attached and upload them to the Change Record.
Step 6: Review and Save
1. Review the Change Record:
* Go through all the tabs and ensure that all necessary information is entered correctly.
2. Save the Change Record:
* Click on the "Save" button to save the Change Record. A unique Change Record ID will be generated.
Step 7: Submit for Approval
1. Submit for Approval:
* If your organization requires approval for Change Records, submit the Change Record for approval.
* Click on the "Submit for Approval" button and follow the workflow steps for approval.
Conclusion
Creating a Change Record in SAP PLM involves entering basic information, defining change items, assigning tasks, attaching documents, and submitting for approval. By following these steps, you can ensure that changes are documented, tracked, and implemented in a controlled manner, supporting efficient change management practices
How to Approve a Change Record in SAP PLM
Step 1: Access the Change Record Approval Screen
1. Log in to SAP GUI:
* Open the SAP GUI and log in with your credentials.
2. Navigate to the Change Record Transaction:
* Transaction Code: PLM_WUI_CR
* Alternatively, you can navigate through the SAP menu: Logistics > Product Lifecycle Management > Change Management > Change Record > Approve
Step 2: Search for the Change Record
1. Open the Change Record Search:
* Click on the "Search" button to find the Change Record that needs approval.
2. Enter Search Criteria:
* Enter relevant search criteria such as:
* Change Record ID: The unique identifier of the Change Record.
* Status: The current status of the Change Record (e.g., "In Review").
* Created By: The name of the person who created the Change Record.
* Date Range: The date range within which the Change Record was created.
3. Execute the Search:
* Click on the "Execute" button to display the list of Change Records matching the search criteria.
Step 3: Review the Change Record
1. Select the Change Record:
* From the search results, select the Change Record that you need to approve.
2. Open the Change Record:
* Double-click on the Change Record to open it.
3. Review Details:
* Review all the details of the Change Record, including:
* Basic Information: Title, description, priority, requested by, and date.
* Change Items: The objects affected by the change and their specific changes.
* Tasks: The tasks associated with the Change Record and their statuses.
* Attachments: Any relevant documents attached to the Change Record.
Step 4: Approve or Reject the Change Record
1. Open the Approval Section:
* Click on the "Approval" tab or section.
2. Enter Approval Decision:
* Select the appropriate decision:
* Approve: If you agree with the proposed changes and authorize them for implementation.
* Reject: If you do not agree with the proposed changes and do not authorize them.
3. Enter Comments:
* Optionally, enter comments explaining your decision. This can provide context and feedback for the requester.
4. Submit Decision:
* Click on the "Submit" button to finalize your decision.
Step 5: Monitor Approval Workflow
1. Check Workflow Status:
* After submitting your decision, monitor the workflow status to ensure that the Change Record moves to the next stage.
2. Notify Stakeholders:
* If necessary, notify relevant stakeholders about the approval or rejection of the Change Record.
Conclusion
Approving a Change Record in SAP PLM involves accessing the approval screen, searching for the Change Record, reviewing its details, and making an approval decision. By following these steps, you can ensure that changes are thoroughly reviewed and authorized before implementation, supporting effective change management practices.
Top comments (0)