Working with a Release Key and a Change Hierarchy

Objective

After completing this lesson, you will be able to work with a Release Key and a Change Hierarchy.

Release Key

Central engineering change management wants a more differentiated approach to controlling its change processes in the logistic chain. Therefore, you think about the implementation of a release strategy for object changes. In the past, a lot of different objects were stored with one change number. The reason was that with this scenario only one valid-from information had to be defined. Now the department wants to implement a change hierarchy.

Up to now, you have made changes to your master data that directly affected the logistic supply chain. Now you are looking for a tool that makes a controlled release possible.

Watch the following video, which explains the release key in more detail.

Inside Customizing, you can determine whether change numbers are to be locked, even if they are already released for one or more areas. Then, after the lock has been released, you can edit the release key and the deletion flag.

You can use a simulation for production to check new developments or changes for production.

For example, you have early control over whether all the changed data (such as BOM, routing, and so on) fits together.

This figure gives detail information about the Release Key indicators defined inside customizing. Follow the notes for more information.
  • Rlsim: Indicator controls that changes are also included in the simulation for production. This simulation enables you to check new developments or changes in simulation orders for production.

  • Relcst: Indicator that controls that the changes in costing are taken into consideration.

  • Rlplan: Indicator controls that changes are included in planning.

  • Rlprod: Indicator controls that the changes are included in production. Changes can only be included in production if the changes are included in planning at the same time. Therefore, also set the release indicator for planning. For a release key that releases the changes for production, you also have to set the indicator release for simulation.

  • Gl.rel: Indicator controls that change master records are released for all areas of the company. If you set this indicator, then the changes are released automatically for all areas. Therefore, do not set any other indicators.

  • Rel. OCM: Indicator that controls that, for basic data changes with this release key, a planned change is automatically created for the order change process. The planned change triggers the change process and manages the change activities.

  • Date OCM: Indicator controls that, during a date shift, a planned change is automatically created for the order change process.

When you decide to work with the release key, only a set of object types can be defined.

Watch the following video, which explains the possible object types.

The following objectscannot be changed with a change number, based on a release key:

  • Inspection Plan

  • General Task List

  • Equipment Task List

  • Functional Location Task List

  • Document

  • Material

  • Objects of Variant Configuration

  • Objects of Recipe Management

  • Objects of Environment Health and Savety

Change Hierarchy

Up to now, you have created a change number and assigned several objects.

You now want to use a separate change number for each object.

Watch the following video, which explains the use of a hierarchy.

Using a hierarchy of change numbers, it is possible to clearly structure and control complex product changes while also providing them to operational areas as a logical unit.

This figure gives a detail information what can be defined inside change header and package. Follow the notes for more information.

An important property of the change hierarchy is the option to define different, organization-specific change processes on the change package level, using status management and the integrated workflow. Some control elements are maintained centrally in the leading change master record for the entire hierarchy.

This figure explains the release of change package and header. Follow the notes for more information.

If you want to release a leading change master record, then all lower-level change packages have to be technically released. This dependency, however, only applies for global release and release for production. If this indicator is set, you cannot undo it later.

You can only process an object with reference to a package that is not technically released.

In the standard system, you cannot add additional packages after the release of leading change master record for production. However, you can add late packages or use packages that are not technically released, if the late packages indicator is set in the "Control data process step".

Work with a Hierarchy and a Release Key

Introduction

Up to now, you have combined your master data to be changed in a change number. Now you want to define a change number for each object. Therefore, you decide to use a hierarchy.

You also want to learn about the release key that you can use to release specific changes to Logistics.

Create a Hierarchy and Work with a Release Key

Now take a look at the following video to get an impression of the use of a change hierarchy and a release key.

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