Submit a Change Plan Request

Overview

For more on the ECR process, see Perform Engineering Change Request (ECR) Process Tasks.

When Should I Submit a Change Plan Request?

Submit a Change Plan Request to request a modification to an existing logistics plan to meet a customer's changing needs.

Prerequisites

Before submitting an Change Plan Request, ensure all of the required information to complete the form is available, including:

• Name of an existing plan to copy from (if applicable)
• Effective Start Date
• All shipment-related information to be changed (see Add a Shipment to a Logistics Plan)
• All plan detail-related information to be changed (see Plan Details Overview)

Process

To Submit a Change Plan Request:

1. Access the Logistics Plan Search page. See Access Logistics Plan Search for details.
2. Search for the logistics plan to be changed. See Search for a Logistics Plan for details.
3. Select the logistics plan.
4. Click Change Plan Request.

The Change Plan Request page opens.

5. Enter the effective date in MM/DD/YYYY format in Select Effective Start Date.
6. Enter the name and information of the original requester, along with additional details in Add Message/Reason to the Plan Request.
7. Click Edit to change a shipment on the logistics plan, if needed.

The Edit Shipment dialog box opens.

8. Make any needed changes if needed. See Add a Shipment to a Logistics Plan for details.
9. Repeat steps 10 and 11 for any other shipments that require changes.
10. Click Edit Details to make changes to the plan's details if needed.

11. Enter the required details. See Access Plan Details for details.
12. Click Save Details.
13. Click Save Plant to submit the request, or Cancel Changes to discard.

Result

Optimiz displays a Request ID in a dialog box and returns to the Logistics Plan Search page.