Create a change notice to order items

Change notices (CNs) are used to order or return items from one project under one End Item. In other words, each CN is tied to the items underneath a single End Item within a project. You cannot create a Change notice for more than one End Item or more than one project.

Once a CN has succesfully completed, you may view a summary of the items ordered in the Project management dashboard under the Requisitioned column.

The following steps outline the methods used to create and initiate a CN for the first time you order items. As the project BOM changes, you may need to create subsequent CNs to manage these CN anomalies, including item location changes, item revisions, and returns.

Overview of key columns

Before proceeding, familiarize yourself with the user interface and what each column contains. For each item, the CN shows basic information about the items including Status, Name, Kitting Number, Manufacturer Name and Manufacturer Item Number, Item Description, Quantities, Extended Cost, required dates, and notes. Additional columns can be displayed by editing the table.

Create a change notice from the web app

1. Open the BOM section of the project in Upchain that contains the items you want to order.

2. 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.

3. Select Create > Change notice or Send to > Change notice.

   The newly created CN opens.

4. In the top right corner, for Workflow select a CN workflow from the drop-down list.

5. Select the box beside each released item that you want to put through the CN workflow. You may also select the more actions icon () next to a parent item and select all released children.

   For large assemblies, right-click on a table's column header and select Expand all to see all items, subassemblies, and assemblies.

6. Select a CN type, either Regular requisition or Adjustment requisition. Regular requisition is selected by default.

   • Regular requisition: Used to order parts; or return or redistribute orphaned items. If the tenant is linked to an ERP system, then the ordered, returned, or redistributed items are updated to the ERP system.
   • Adjustment requisition: Used to update current stock of the item in the warehouse. H QTY is updated with the correct quantity after the CN successfully completes. You cannot use this CN type to perform returns. This information is not updated to an ERP system, even if the tenant is linked to an ERP system.

7. Ensure you have configured all necessary settings for the CN.

8. (Optional) Attach any supporting documentation.

9. Click Save.

10. Click Start Workflow.

Based on how the CN workflow is configured, approvals may be required at certain stages as the workflow progresses. When the CN workflow reaches its end, the CN’s status is updated to Workflow completed.

Create a change notice from the CAD plugin

1. Select BOM Views > Project BOM.

2. Right-click on the released assembly you want to send through a CN workflow.

3. Select Add to cart.

4. Select Cart .

5. Check the box corresponding to the parts or assembly you want to send through a CN workflow.

6. Right-click on the assembly and select Send to > name of CN workflow from the drop-down list.

   The new CN page opens in Upchain web > Business Processes > Change notices.

7. Click Edit and ensure you have configured all necessary settings for the CN.

8. (Optional) Attach any supporting documentation.

9. Click Save.

10. Click Start Workflow.

Based on how the CN workflow is configured, approvals may be required at certain stages as the workflow progresses. When the CN workflow reaches its end, the CN’s status is updated to Workflow completed.