CIR Desktop Manual for Engineering

© TRW Automotive Holdings Corp. 2009 1

CIR Desktop Manual for Engineering

C. Mavis

Date: September 2009


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


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)


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.


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.


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


Processing a CIRDefault team

can be changed by clicking here


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.


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’


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


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



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



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


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


Checking CIR status

CIR Status can be checked at any time by clicking ‘TRACR History’ on the front

page


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


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


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


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


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


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


Creating Reports from Windchill From this screen you can choose which type of report you wish to generate (ie ERD, GI, DEV)


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



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.



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


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)




Once generated, the report can be filtered as shown in the previous slide


System Support Contacts

Programming/System – Akwasi Agyekum, Ken Corrion

Engineering – Joe Connor, Carol Mavis

Purchasing – Sarah Pochinco, Avelino Salceda

Finance – Mike Deming

Documents

CIR Desktop Manual for Engineering