Ensuring Chemical Product Compliance in the Value Chain

This scope item manages the compliance marketability checks in sales order processes and during outbound delivery.

Any material included in a sales order or sales quotation that is defined as relevant for compliance must be verified if the selling into the country/region and for the customer is allowed. The result of the marketability check may block the follow-up documents or initiate a request for the product steward ship department.

If selling is only possible under restrictions, the internal sales representative can initiate an approval process. The product stewardship department processes the approval request and approves or rejects the selling.

The sales documents are also blocked if selling isn't possible or hasn't yet been assessed. A request is created for the product stewardship department if the assessment for a country/region and customer hasn't yet been done.

When a sales order is created including a compliance-relevant material, a check is required. Depending on whether the sale is allowed or forbidden, the material BOM may need to be altered with a change record. The following video shows the users, roles, and tasks involved in this process.

Any product included in a sales order or sales quotation that is defined as relevant for compliance must be verified if the selling into the country/region and for the customer is allowed. The result of the marketability check may block the follow up documents or initiate a request for the product steward ship department.

If selling is only possible under restrictions, the internal sales representative can initiate an approval process. The product stewardship department processes the approval request and approves or rejects the selling.

The sales documents are also blocked if selling is not possible or has not yet been assessed. A request is created for the product stewardship department if the assessment for a country/region and customer has not yet been done.

To run this process master data specialist Jasmine creates three unique product master records for semifinished goods, as well as three unique product master records for finished goods. 

To run through this process, the materials must be available in stock. Warehouse Clerk Jim creates necessary stock by posting goods receipts.

In a first task Product Stewardship Specialist Otto creates compliance purposes and assigns it to unpackaged products. 

The Internal Sales Representative Kate creates a sales order for a product with customer first-order check enabled.

The sales order will have a negatively assessed marketability.

The Product Stewardship Specialist - Product Compliance rejects the compliance request. The sales order is blocked.

The Internal Sales Representative Kate creates a sales order for a product with customer first-order check enabled. First the sales order is blocked. Then she asks for a positive assessed marketability.

The Product Stewardship Specialist - Product Compliance Otto uploads safety data sheets for a product in the required languages.

The Dangerous Goods Specialist - Product Compliance Kylie sees that there are unpackaged products that have to be classified according to the dangerous goods regulations. She classifies an unpackaged product according to the assigned regulations as no dangerous goods and allows the transport for all the regulations.

The Product Stewardship Specialist - Product Compliance Otto sees a new request from logistics in the worklist for a new product that is compliance relevant. He accepts the request by starting the marketability assessment for the country or region of the production plant. Otto assesses the product for a specific target market and marks it as saleable.

The Internal Sales Representative Kate analyzes sales documents.

The Internal Sales Representative Kate creates a sales order for a product with customer first-order check enabled.

The Product Stewardship Specialist - Product Compliance uploads safety data sheets for a product in the required languages.

The Dangerous Goods Specialist - Product Compliance Kylie sees that there are unpackaged products that have to be classified according to the dangerous goods regulations. Kylie classifies an unpackaged product according to the assigned regulations as no dangerous goods and allows the transport for all the regulations.

The Product Stewardship Specialist - Product Compliance Kylie sees a new request from logistics in the worklist for a new product that is compliance relevant. Kylie accepts the request by starting the marketability assessment for the country or region of the production plant

Kylie assesses the product for a specific target market and marks it as saleable.

Otto, our Product Stewardship Specialist processes now the Requests from Logistics for the Dangerous Goods material.

At the end, Kate, our Internal Sales Representative analyzes the sales order. 

Now you should have an impression of "how to maintain a Chemical Compliance process in the Value Chain".