A component will have one of three statuses:
- In Progress
- Approval in Progress
- Active
This key appears on a Bill of Materials page so you can track the status of each of its components.
In Progress
This signifies that the component is being worked on by the supplier. It will be in one of two stages:
-
With the supplier for submission: there is an active 'Complete Component' task with the supplier to either:
- submit the component for the first time, or
- amend and resubmit a component after a previous submission was rejected.
- Confirmed and awaiting approval from the Retailer. It will remain 'In Progress' until all Components are confirmed and the Bill of Materials is under review, during which the Bill of Materials and Components will progress to the status 'Approval in Progress'.
(Note: view the current approval status of a component via the 'Approval History' tab).
Approval in Progress
A component's status will show as 'Approval in Progress' when it is in one of two stages:
- Being confirmed by the supplier
-
Being approved by the retailer as part of the Bill of Materials approval:
- Any APPROVED components will change to 'Active', even if the Bill of Materials was rejected overall.
- Any REJECTED components will revert to 'In Progress' while the supplier makes the requested amends.
Please note that while a Bill of Materials or component has the status 'Approval in Progress' these cannot be edited. They are locked down until either approved or rejected.
Active
Components will show as 'Active' if they have been approved during a Bill of Materials approval task, even if the Bill of Materials was rejected overall.
Once approved and made 'Active', they cannot be edited as all fields become read-only.
A Step-by-Step Explanation of Status Changes
(Please refer to the 'Key' in the top-right corner of each diagram for colour coding.)
1. The Bill of Materials has been briefed, existing components have been linked and new components are being created.
In this example, we have a Product, a Bill of Materials and a few components.
Some components are already 'Active' and have been linked to the Bill of Materials. These cannot be edited or re-approved.
The other components are being created for the Bill of Materials by their respective supplier and have the status 'In Progress'.
2. The new components are undergoing confirmation.
Now all these new components have been created, the supplier(s) have tasks to 'Confirm Component'. While this task is active for a component that component's status will show as 'Approval in Progress'.
When a component has been confirmed its status will change back to 'In Progress' because the 'Confirm Component' task has been completed (see below diagram). For example:
- The two Tertiary Components (i.e., Pallet and Label) have undergone approval and been confirmed.
- The Primary Label and Secondary Label components haven't had their 'Confirm Component' tasks completed.
3. The Bill of Materials is submitted for approval.
Once all the new components have been confirmed, the Bill of Materials will be submitted to the retailer for approval, changing its status to 'Approval in Progress'. All non-Active components will also display as 'Approval in Progress'.
(Please note that while a Bill of Materials or component has the status 'Approval in Progress' they cannot be edited.)
4. Some components were approved and some rejected.
In this example, two of the components were rejected (i.e., Primary label and Secondary label) and two were approved (i.e., Tertiary pallet and label) during the Bill of Materials approval task.
The rejected components become 'In Progress' again as they're sent back to their respective suppliers for review.
The approved components become 'Active' and can no longer be edited.
5. Components awaiting confirmation.
The previously rejected components have been edited and are undergoing another round of confirmation from their supplier.
Remember, once these have been confirmed, they will return back to being 'In Progress'.
6. The retailer has approved the Bill of Materials.
If during the Bill of Materials approval each component has been approved, then these approved components will become 'Active'. However, the Bill of Materials can still be rejected (e.g., there is a problem with quantities, attached component groups, etc.) The Bill of Materials will only become 'Active' once the retailer has approved it.
Once a Bill of Materials or component is 'Active' these will no longer become editable.
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