Business scenario: R&D personnel need to apply for materials for new projects, go through the approval process, the department head will review at the first level, and the procurement will fill in the supplier and other information for the second level.
The three-level review of DCC by document control personnel is completed, and the approval flow is automatically pushed down to the ERP module;
Implementation path: [PLM] - > [R&D material management] - > [new application form].
1. According to the actual situation, select the relevant project code and name, as shown in the screenshot below, click Save, and open and edit the material requisition;
2. Add the business type, as shown in the screenshot below, select the metal parts, fill in the name, specifications and other required information for R&D, and save;
3. After saving, click to exit, and then click to start the process, there will be 2 processes that will pop up, if you want to purchase to fill in, choose the first one; if you don't need to fill in the purchase, choose the second one;
4. Initiate the process interface, the document number can add the project name and other information, and select according to the actual situation, whether the specification must be recorded,
If you have imported the specification document before, in the coding area, double-click it to select the corresponding document;
If you have not imported a document before, you can click Import Document, Code, and double-click to select the corresponding document;
5. Initiate the process interface, fill it in, click the upper left corner and submit
The attachment (specification) is a custom field, and the specification must be uploaded when applying for X materials;
The applicant's submission has been completed
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6. After receiving the email approval notice, the first-level reviewer and department head can open the application form to check whether the material application is filled in correctly or modified;
After confirming that there are no problems, click on the review passed, in the upper left corner, submit;
7. After receiving the email approval notice, the secondary reviewer and the procurement personnel, as shown in the screenshot above, open the application form, edit and modify, and fill in the procurement information such as suppliers;
After confirming that there are no problems, click on the review passed, in the upper left corner, submit;
8. After receiving the email approval notice, the third-level reviewer, DCC, check the application information, confirm that there is no problem, click on the review to pass, and submit it in the upper left corner;
After all the approval flows are completed, the materials will be automatically assigned from the group to the user organization, and the materials will be automatically pushed down to the ERP module;
Send a message to the applicant to notify the applicant of the completion of the approval;