Create a change notice to return items
You may need to return items that have previously been ordered through a change notice (CN). This may happen if:
- BOM quantities are reduced.
- Items previously included in the BOM are now marked as 'Reference only'.
- Items are removed completely from the BOM.
In order to track returned items in Upchain, the item must have an H quantity recorded against it in Upchain. This happens when the item has been involved in CNs in the past that use a workflow that creates the mBOM.
To return an item:
Open the BOM section of the project in Upchain that contains the items you want to return.
Click the more actions
icon on either a released item, or any parent-item to released-children that you want to send to a CN workflow.
Select Create > Change notice or Send to > Change notice.
The newly created CN opens.
Select each part that you want to put through a CN workflow.
For large assemblies, right-click on a table's column header and select Expand all to see all items, subassemblies, and assemblies.
Under R Qty, enter the number of units to be returned. This should be a negative number.
In the top right corner, for Workflow select a CN workflow from the drop-down list.
Select Regular requisition for CN type.
Click Save.
Click Start Workflow.