7009667696.pdf

Supplier Operations and Material Planning Purchase Release Cancel and Regeneration Business Rules

These business rules are to clarify when a request will be sent to the Material Planner for cancelation and regeneration. Defense Logistics Agency Standard Operating Procedure (DLA Aviation SOP ABAT.03 Dated February 21, 2017) will no longer be used. There will be no requests for PR cancelation/Regeneration due to any changes to the material master, with or without 339 or MBRT, while the PR is in the Product Specialist workflow.

1. PR is in Solicitation Phase (With Pre-Award Procurement Buyer)

a. Reasons to request:

i. Any changes to material master that will affect the solicitation.

1. This includes but not limited to: ECAT Actions, QCC Updates, Testing requirement changes, Addition, or removal of Standard Text Objects (STOs), TDP Changes, Inspection of material location changes (IA Origin or Destination),

2. All email requests for cancel/regeneration will include specific material master changes.

b. Example Email:

i. Request Cancel/Regen of PR# due to significant changes to the material master while PR is in solicitation Phase. Changes made were to add new source to AMPL that was not in solicitation.

ii. The email will have specific changes made to material master that generates the need for cancel/regen.

2. Cancel/Regeneration will not be requested due to age.

3. Requests for all PR Cancel/Regenerations (stock and Direct Delivery) will be directed to Material Planner of Record as designated in SAP.

a. Material Planner has seven business days in which to complete.

4. Elevation Process

a. 1st Follow-up – five business days after Request – to Material Planner

b. 2nd Follow-up – five business days after 1st follow-up – will include 1st line supervisor.

c. 3rd Follow-up – five business days after 2nd follow-up – will include Branch Chief.

5. Cancel/Regeneration of RSWs with Missing Data (Ghost PRs)

a. TQ Branch Chief or designated Representative, will pull Tech Block Report

b. Review Tech Block Report to verify RSWs are truly Ghost PRs

i. Verify That PR is at Product Specialist level in release strategy.

ii. Verify that PR is not in Product Specialist workflow.

iii. Filter out RSWs at PDS or Packaging level of release strategy.

iv. Add Material Planner code to Workflow Agent column of Missing RSW Data Tab.

v. Forward data from MISSING RSW DATA tab to Material Planner Branch Chiefs for

Cancel/Regeneration.

vi. Email will state that PRs have been verified as Ghost PRs and need to be canceled and regenerated.

Kelly E. Watts James T. Beasley Director, DLA Aviation Director, DLA Aviation Supplier Operations Commodities Directorate Supplier Operations OEM Directorate

Kent L. Ennis Director, DLA Aviation Planning Directorate