CIR Desktop Manual for Engineering
description
Transcript of CIR Desktop Manual for Engineering
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© TRW Automotive Holdings Corp. 2009 1
CIR Desktop Manual for Engineering
C. Mavis
Date: September 2009
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© TRW Automotive Holdings Corp. 2009 2
Table of Contents
CIR Work flow…………………….page 3 Initiating a CIR…………………….page 4 Processing a CIR…………………page 7 Updating part details…………….page 11 Submitting a CIR………………….page 14 Checking CIR Status……………..page 15 Approving a CIR…………………..page 17 Cancelling a CIR…………………..page 19 Creating reports in Windchill…...page 21
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CIR Work FlowCIR Process Workflow for Refined Quotes
PurchasingPart Detail
Assembly PlantsPart Detail
Cost EstimatorCIR
Engineering (Originator)CIR
Create CIR in WCRS
Add Part Details -Change Description
Part Commodity / BuyerDefined Volumes
Assigned Assembly PlantsDrawings / Attachments
Submit Part Details
Submit CIR from WCRS Worklist
RFQ Needed? No
Yes
Obtain Info from Suppliers
Select Approved Quote
Attach Response to Part Details
Page
Send to Cost Analyst
Gather Cost Information from Plant Engineers
Attach Info to Plant Response Page
Send to Cost Analyst
All Part Details Complete?
Attach Consolidated
Quote to CIR Front Page
Send CIR to Originator
Yes
No
Accept?
Redefine?
Cancel?
CIR Complete
CIR Cancelled
Yes
Yes
Yes
No
No
Task List (Defined by WCRS)
Program or Commodity Buyer
Acceptance
Team Notification (WCRS)
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Initiating a CIRTo create a new Cost Information
request.Log into Windchill and select
PCS -> Create PCS Cost Information Request.
Note: CIR’s should be written for new components and engineering changes only. Capacity studies should not be done through a CIR. If a study occurs and a capacity tool is needed, then a CIR can be issued.
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Initiating a CIR
Fields with ‘*’
are required
Lesson Learned: Once a ‘Summary Title’ is added and saved, this cannot be changed or a new CIR number will be issued.
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Initiating a CIR Choosing a Cost Type: Refined vs. Estimate
Choosing refined:
• Routes CIR directly to purchasing and/or the assembly plant
• Should be done if quoting a new component, process, or engineering change
Choosing estimate: (Recommended for directional decisions)
• Routes CIR directly to finance
• Can be used for cost estimates and general costing information
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Processing a CIRDefault team
can be changed by clicking here
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Processing a CIR – Updating Team
Team members can be updated by either choosing Remove or
Add for each Role
*The team can be permanently updated by contacting your program manager and requesting the update.
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Processing a CIRProcessing a CIR
DO NOT ATTACH DRAWINGS HERE!
This area is where the final summary is to be attached.
Click ‘Add Plan Part’ to add part
numbers
NOTE: Once all part numbers are entered into the CIR, drawings and distribution can be added by clicking ‘Update Part Detail’
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Processing a CIR – Add Part Numbers
Add part numbers to the CIR just as you do an ERD
Drawings and supplier distribution is added later in the process
Add part number
Add change
description
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Updating the Part Detail
Volume defaults to Program Management input data,
engineering responsible to verify
Engineering to verify if commodity for each part is accurate
If no, engineering can override. You can also contact a PRA to have it permanently updated
‘Legacy’ parts must be updated to
correct commodity
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Updating the Part Detail
Update quantity per vehicle here
Update a second option to be quoted
here.
FPV, Option 1 total and option 2 total are automatically calculated based on input
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Updating the Part Detail
Attach all part drawings here.
Each part detail requires it’s own
attachments.
If plant input is needed, add it
here
Insert responsible plant and response due date here.
Note: Responsible plant includes TRW Midland
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Submitting a CIR Once all part details are updated, CIR is ready to submit
From the header page, click on ‘Submit All’ and CIR is routed acccordingly
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Checking CIR status
CIR Status can be checked at any time by clicking ‘TRACR History’ on the front
page
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Checking CIR status
The creator is responsible for CIR status and follow-up
Completion status shown
here
Task owner shown here
If complete date shows ‘Not Completed’, the owner has not yet submitted their response
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Approving a processed CIR
Once a CIR has gone through the system and responses are attached, Engineering will receive a task to approve in their work list
If the CIR was completed properly, the response should be attached to the header page
Plant response
attached here
Financial summary
attached here
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Approving a processed CIRReview the analysis attached by Finance and either approve or reject the CIR
Choosing Accept: Sends an FYI to the team to notify them the CIR is closed
Choosing Redefine: Sends the CIR back to Finance for better definition
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Cancelling a CIR Engineering has the ability to cancel a CIR at any stage of the process
Cancelling a CIR will cancel the full request, to cancel only select part details within a CIR see next pages
Click here to cancel
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Cancelling a Part Details within a CIR
If a part detail is cancelled, the system will notify Purchasing, plant personnel and cost Analyst
Click here to cancel a single
part detail at any time
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Creating Reports from Windchill Reports can be generated for all CIR’s and ERD’s that have been written/approved by you
Click here for ERD reports
Click here for CIR reports
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Creating Reports from Windchill From this screen you can choose which type of report you wish to generate (ie ERD, GI, DEV)
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Creating Reports from Windchill
Enter the date in which you would like to report to
start
Choose this option in order to sort the generated report
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Creating Reports from Windchill
The generated report lists all documents in which there was a task assigned. The report can be filtered by any of the below categories to help sorting.
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Creating Reports from Windchill
To generate a report by platform, choose
‘Search on Platform’ from the Windchill
home page
Enter either the project number or platform ID you wish to
generate a report for
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Choose the appropriate platform
from the search
Choose the type of document you wish to generate a report for. (Note: TRACRs will generate a CIR
report)
Creating Reports from Windchill
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Creating Reports from Windchill
Once generated, the report can be filtered as shown in the previous slide
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System Support Contacts
Programming/System – Akwasi Agyekum, Ken Corrion
Engineering – Joe Connor, Carol Mavis
Purchasing – Sarah Pochinco, Avelino Salceda
Finance – Mike Deming