Submit a change notice to a workflow

A change notice (CN) progresses through its lifecycle based on the CN Workflow that has been configured by your Tenant Administrator and chosen for this CN.

Change notice system workflows

The system workflow for change notices has the following steps:

1. Updates the CN status to Pending.
2. Presents the CN creator with a task to complete the CN.
3. Creates the mBOM (manufacturing BOM) for the items in the CN.
4. Removes the CN locks.
5. Updates the CN status to Approved and the workflow ends.

Custom change notice workflows

Tenant Administrators may configure more detailed workflows. However, integration with an ERP system would require further assistance from Upchain support.

The creation of the mBOM is:

• What populates H Qty for the item.
• What populates the Requisitioned column on the Project management dashboard for the project.
• Sent to your procurement team.

Your workflow may contain any number of other primitives, but without the creation of the mBOM you will lose all clear tracking capabilities in Upchain when it comes to CNs.

Initiate the change notice workflow

Regardless of the workflow you choose, you initiate the workflow the same way each time:

1. Locate and open your Draft CN.

2. Ensure all required fields are completed:

   • CN Type
   • Workflow
   • Print Zone and Print Size, where relevant.
   • At least one released item has been selected and has a non-zero R quantity.

3. Click Save.

   Once you have a workflow selected, a button appears below the workflow. Using the System workflow, the button reads Start Workflow.

4. Click this button.

The workflow begins. The workflow chosen determines what happens next and what actions you or others may need to take.