defining collection plan types_spd

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System Process DocumentDefining Collection Plan Types

Department

Responsibility/Role

File Name 27813720.docRevision

Document Generation Date 19/01/2010 12:19:00

Date Modified 1/19/2010 12:19:00 PM

Last Changed by

Status

Defining Collection Plan Types

Trigger:

Concept

Assign collection plan types to collection plans to sort, group, and categorize information. You

can define your own collection plan types, or use any of the eight predefined collection plan

types:

Corrective Action Requests (Corrective Action Request Plan).

Counter Readings (Counter Readings Plan).

Dispositions (Disposition Plan). FGI Inspection (inspection plans for finished goods inventory).

Field Returns (collection plans for field failure details).

Nonconformances (Nonconformance Plan).

Receiving Inspection (goods receipt inspection plans).

WIP Inspection (in-process inspection plans).

You will need to define collection plan types before you create collection plans to make them

available on the collection plan type list of values when you set up the plan. Since collection plan

types are only informational, they do not affect a collection plan's association with transactions.

You can define up to 250 unique collection plan types.

In this topic, you will define a collection plan type.

Required Field(s) Comments

Output - Result(s) Comments

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Additional Information

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Procedure

Step Action

1. Begin by navigating to the Collection Plan Types Lookups page.

Click the vertical scrollbar.



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Step Action

2. Click the Manufacturing and Distribution Manager link.



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Step Action

3. Click the vertical scrollbar.

Step Action

4. Click the Collection Plan Types link.



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Step Action

5. The Collection Plan Types Lookups page displays among other collection plan

types, the eight predefined collection plan types you can use.

To define a collection plan type, enter a unique code, meaning and description for

the collection type.



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Step Action

6. Click the New button.



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Step Action

7. Click in the Code field.

Step Action

8. Enter the desired information into the Code field. Enter "IP-1".



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Step Action

9. Click in the Lookup Code Meaning field.



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Step Action

10. Enter the desired information into the Lookup Code Meaning field. Enter

"Inspection Plan-1".

Step Action

11. Click in the Lookup Code Description field.



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Step Action

12. Enter the desired information into the Lookup Code Description field. Enter

"Inspection Plans for Finished Goods".



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Step Action

13. Ensure that the Enabled box is checked to enable the collection plan type. If you

disable the collection plan type you cannot select it when you define a collection

plan.

Note that you can disable but not delete collection plan types.

Step Action

14. Click the Save button.



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Step Action

15. Click the Close button.



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Step Action

16. You have completed the Defining Collection Plan Types procedure.

End of Procedure.


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