Part Approvals

Part Approval record type is used to manage documentation and approvals related to a product rather than an individual manufacturing lot. Typical use of this record type is for Initial Samples, FAI, PPAP etc.

Collect Part Approvals from suppliers

To create a Part Approval Request to a supplier, go to Part Approvals - Inbound and click Create new part approval.

Select Product and Supplier and Part Approval type

Initial Sample is the type for Part Approval

Environmental Declaration is used to collect Product Carbon Footprint data. This is described in a separate section of the manual.

Fill in any other data needed in the provided fields and click Request from supplier to make the request available to the supplier and send a notification email if enabled in company settings.

Generate and Submit Part Approval to customer

To send a Part Approval (PA) to a customer, you can either create a new PA or respond to a Request created by a customer. If you are responding to an existing Request, Open the request and go directly to Add a Reference number

Navigate to Part Approval Outbound from the main menu

1. Click Create new part approval to create an Outbound part approval.

2. Enter mandatory information, for creating the certificate

   • Select Product

   • Select customer

   • Select Part Approval Type. This should be Initial Sample for a Part Approval.

3. User can enter more relevant information to further define the Outbound

   certificate such as Customer Product Information, Customer Order details, Delivery Date and Expiry Date and Notes.

4. Click on Next Step.

Add a Reference number

You can select an existing Reference number for the product if available. This is useful if you have a record with attachments from a supplier in Inbound that you need to pass on to a customer for their approval. No information about the supplier will be made available to the customer.

You can also create a new reference number. A reference number is mandatory.

1. Scroll down and open the drop-down field to select an existing reference or click "Add Reference number" to create a new reference.

Depending on how the product is set up, you can now enter more information. Click Create when all data is filled in.

You can add attachments as necessary. Click Submit when you are ready to send the PA to the customer.

Review and Approve/Reject a Part Approval

As a customer, you’ll find all Supplier related records in the Inbound section in the left side menu. There are separate views for Lot and Part Approval.

Go to Part Approval Inbound to find supplier related Part Approval records.

This will show a list of all records, with filtering options on top of the page. You can filter on most of the meta data for a record including any Tags that you might have added.

If you have requested records from your supplier, you will see the requests in status Requested. If you do not request records, but the suppliers are creating them from scratch, you will find new submissions in status Needs your Approval.

Review and make decision

To review and make a decision, click the Open button and review all submitted data and attachments. In the bottom of the page, you will find buttons as below. Here, you can (depending on whether you created a request or not)

• Reject the record

• Request Changes, which will give you the opportunity to send the record back to the supplier with a comment about changes or missing documents that need to be resolved.

• Approve, with or without a comment to the supplier.

• Withdraw and Resend notification is relevant if you yourself created an initial Request to the supplier.

Attach own documents

You can attached documents to the record if needed. These documents will be separated from the documents provided by the supplier.

You can attach either Private documents which will not be visible to the supplier, or Shared documents that will be available also to the supplier.