This document contains a short summary of the new features implemented in the NCR version 3 and allows us to understand the differences between the old and the new versions.
What’s new
The following is a list of the main changes from the previous version of NCR
| Old | New |
The MRB/RMA has been entirely re-designed. In previous version user could define quantity for one of the following pre-defined disposition types:
| Introduces the concept of “Line Item”. A Line item is a concept similar to the previous disposition with the differences that:
|
NCR Type is one of:
| NCR Type is totally customizable and is a LOV. The migration process will initialize the LOV with the types previously defined. |
| Class./Cost were de-copuled from the MRB. | Classification and cost are coupled with the disposition and they are now part of the Line Item definition:
|
| Line Items represent the action to take on one or more parts that don’t conform with the specification | |
| Ncr facts page has been entirely redesigned | |
Added the following properties to the line item:
| |
The following properties has been added to an NCR object:
|
Data Mapping
The following table shows the properties in the previous and in the new version. For people familiar with the old data structure, it can be used to understand where to find the new properties:
| Old | New |
Facts: Created by, Created on Closed on | Facts page, using a compact form where “By / On” are collapsed into a single field of standard size: |
Facts - customer information:
Note: <CustomerIdent> is the name of the field as defined in the settings “Customer Ident.” | Same as before, The configurable <CustomerIdent> is moved to “More”: |
Facts - supplier information:
| Facts - Similar to Customer, |
Facts - Detected at | Facts - Detection section: Now user can also enter a custom date |
Facts - Quantities:
| Facts - Quantities section: |
Facts - Business Impact | Facts Note: total cost is a new field for Ncr. It is currently independent from the individual cost of the line items and is editable by the user. See Migration. |
Field - Description fields:
| Facts - Same as before |
MRB/RMA and Class./Cost slideout | Those slideouts are no longer present |
Line Item now are summarized in the Facts page using a form similar to the one already used in CAPAs: Click on a line item to open the slideout to edit Click on the + button to add a new line item:
| |
More - NCR Type Is a fixed selection (Blue button): | More - NCR Type The type of an NCR is a selectable item that can be configured through LOV: |
| More - Serial number and Date Codes | Serial number is both in the Facts page and part of a Line Item Data Code is no longer used (use only Serial number to identify one or more items). The old serial number from the More slideout is moved to the serial number of the Facts page |
MRB/RMA:
| These properties now are part of the More slideout |
MRB/RMA - MRB Notes | Part of a Line Item: |
Class / Cost: Classification:
Cost:
| These properties are now part of a Line Item
Cost information is no longer available in the new NCR (old values are appended to the NCR description). |
A line item now has Status: |
Data Migration
When data is migrated from the old Ncr:
- One line item is created for each combination of MRB Disposition / Classification duplicating the common information (e.g. MRB Notes).
E.g. If previously there was:- MRB: SCRAP 5, RETURN 2
- Classification: Problem Code=Design Error, Functional Failure
It will create 4 line items:
- Disposition type=SCRAP, Qty=5, Problem Code=Design Error
- Disposition type=SCRAP, Qty=5, Problem Code=Functional Failure
- Disposition type=RETURN, Qty=2, Problem Code=Design Error
- Disposition type=RETURN, Qty=2, Problem Code=Functional Failure
Note that Cost information (unit cost, classification) is not migrated into the new line item.
- The old cost information is migrated as:
- Total cost (Unit cost x quantity) is added to the Ncr (Facts)
- Individual cost categories are added to the Ncr problem description (textual representation)
- The serial number of a line item is left empty (the old serial number from the Ncr’s “More” slideout is moved to the serial number in the Ncr.
IMPORTANT:
The total quantities of the items are now duplicated for line items, and may cause an increase of the total number (in charts). For example, in the example above, the old NCR had a total of 7 units (5 scrap, 2 return). After migration, the total number of units is 5*2 + 2*2 = 14.
This has consequences in the Chart with X-Axis=”Disposition” and Y-Axis=”Qty Parts”. E.g. (this is a real case):
Before migration:
After migration:
Where is it?
This table defines all the properties associated with an NCR, where you can find it and additional relationship notes.
Only the properties in RED are mandatory and/or always set. All the others are optional.
| Property | Where | Description / Notes |
| ID | N/A | The unique database ID of the NCR. You can find it in the NCR Page URL, under ID param. |
| Assoc. Part | NCR Facts page, Header section | Part number associated to an NCR is selected when the NCR is created (either manually or from an inspection) and cannot be changed. You can see the part detail it from the header bar of the NCR facts page (non-editable). |
| Assoc. Inspection | N/A | When an NCR is created from an inspection (either manuf or receiving) it has an associated inspection. This is not editable. If an NCR has an associated inspection, you can see the associated inspection from the command menu (on the left) clicking the INSP. button. |
| NCR Reference Number | NCR Page title on page | NOT EDITABLE. The Reference number is a unique progressive number assigned when the NCR is created. |
| Summary | NCR Page, Facts, Non-Conformance section | One line short description of the problem |
| Detected At | NCR Page, Facts, Non-Conformance section | From List of value: Group = CAPA / NCR / Complaint List = Detected At |
| Lot Size | NCR Page, Facts, Non-Conformance section, Quantities area | Integer Number |
| Number Inspected | NCR Page, Facts, Non-Conformance section, Quantities area | Integer Number |
| Defective | NCR Page, Facts, Non-Conformance section, Quantities area | Integer Number |
| Total Cost | NCR Page, Facts | Double precision Number. Initialize during migration to the total individual costs * quantity (from the Cost/Class. table) |
| Business Impact | NCR Page, Facts | One of the following values:
|
| Created on / by | NCR Page, Facts | Non-editable. Set to the user and the day that created the NCR. |
| Closed on / by | NCR Page, Facts | Non-editable. Set to the user and the data that the NCR was closed. This field shows only if the NCR is closed. |
| Detailed problem | NCR Page, Facts | Multi-line, scrollable text |
| Corrective action | NCR Page, Facts | Multi-line, scrollable text |
| Customer | NCR Page, Facts | From List of value: List = Customers |
| <Mfg. Insp. Ident 1> E.g. “Job #” | NCR Page, Facts | Free-form string. The name of this property is customer-defined and set in: Settings -> Inspection / FAI Settings -> Mfg Insp Ident 1. |
| <Mfg. Insp. Ident 2> E.g. “Batch #” | NCR Page, Facts | Free-form string. The name of this property is customer-defined and set in: Settings -> Inspection / FAI Settings -> Mfg Insp Ident 2. |
| Supplier | NCR Page, Facts | From the list of suppliers (Home -> Suppliers -> Suppliers) |
| <Rec.. Insp. Ident 1> E.g. “Purchase Order #” | NCR Page, Facts | Free-form string. The name of this property is customer-defined and set in: Settings -> Inspection / FAI Settings -> Rec. Insp Ident 1. |
| <Rec. Insp. Ident 2> E.g. “Supplier Lot #” | NCR Page, Facts | Free-form string. The name of this property is customer-defined and set in: Settings -> Inspection / FAI Settings -> Rec. Insp Ident 2. |
| Serial Number | NCR Page, Facts | Free form text (equivalent of the old Serial Number + Date Code in the More slideout). |
| NCR Type | NCR Page, More slideout | From List of value: List = NCR Types |
| Customer NCR # | NCR Page, More slideout | Free form text |
| Inventory Location | NCR Page, More slideout | From List of value: List = Inventory Locations |
| RMA Number | NCR Page, More slideout | Free form text |
| Rework PO | NCR Page, More slideout | Free form text |
<Cutomer Ident>. E.g. “Cust. RMA No” | NCR Page, More slideout | Free-form string. The name of this property is customer-defined and set in: Settings -> NCR/CAPA/Complaint Settings - > Customer Ident. |
| <Supplier Identity> E.g. “Supplier Grade” | NCR Page, More slideout | Free-form string. The name of this property is customer-defined and set in: Settings -> NCR/CAPA/Complaint Settings - > Supplier Ident. |
| Shipment # | NCR Page, More slideout | Free form text |
| Component Part Master | NCR Page, More slideout | Part ID from part master |
| Owner | NCR Page, Manage slideout | One of the valid users |
| User CC | NCR Page, Manage slideout | Multi-edit: available valid user This is now called “Triaging” |
| CC to be notified | NCR Page, Manage slideout | Multi-edit: selected valid user. This is now called “Triaging” |
| Related CAPA(s) / SCAR(s) | NCR Page, Manage slideout | Free-form text |
| Status | NCR Page, Manage slideout | Open / Closed If NCR is closed, nothing cannot be changed. |
| LINE ITEM PROPERTIES | ||
| Line Item # | NCR Page, Facts Line Items section | Ordinal number of the line item. It is non-editable. When line items are deleted, these numbers are re-ordered. Do not rely on it. |
| Line Item Disposition (Type) | NCR Page, Facts Line Item section & slideout | From List of value: List = MRB DIsposition |
| Line Item Quantity | NCR Page, Facts Line Item section & slideout | Numeric Integer Required for a line item to be valid. |
| Line Item Problem Type | NCR Page, Facts Line Item section & slideout | From List of value: List = Problem Type |
| Line Item Balloon No | NCR Page, Facts Line Item section & slideout | From the balloon list of the plan associated with this NCR. |
| Line Item Requirements | NCR Page, Facts Line Item section & slideout | Free-form text. When editing the line item slideout, selecting a Balloon number, automatically sets this field to the associated required values. Required for a line item to be valid. |
| Line Item Actual values | NCR Page, Facts Line Item section & slideout | Free form text. Required for a line item to be valid. |
| Line Item Serial Number(s) | NCR Page, Facts Line Item section & slideout | Free form text.
|
| Line Item Unit Cost (<Currency>) | NCR Page, Facts Line Item section & slideout | Double precision number. The currency is taken from the User’s settings |
| Line Item Status | NCR Page, Facts Line Item section & slideout | Either OPEN or Closed. If status is CLOSED, the Line Item cannot be modified. |
| Line Item Root Cause | NCR Page, Facts Line Item section & slideout | From List of value: List = Root Cause |
| Line Item Caused by | NCR Page, Facts Line Item section & slideout | From List of value: List = Caused By |
| Line Item Notes | NCR Page, Facts Line Item section & slideout | Free-form text |
Chart Description
The following table describes how charts are generated from NCR data
| X-Axis | Y-Axis | Chart Values |
| <any> | Avg time to close | Applies only to closed NCRs. Uses the difference between the close date and the creation date of the NCR. |
| Problem Type Root Cause Caused By Disposition | # NCRs | Adds 1 for every line item matching the X-Axis, adds 1 For the ‘undefined’ case, it will count all the NCRs that do not have line items or that has at least one line item with the undefined condition. |
| Qty Defective | For each line item matching the X-Axis, adds the “Qty” | |
| Cost | For each line item matching the X-Axis, adds the “Qty * Unit Cost” | |
Detected At Customer Supplier Part Number Month Created Month Closed | # NCRs | One for each NCR that matches the X-Axis criteria |
| Qty Defective | The value of the “Qty. Defective” from the NCR Facts page | |
| Cost | The total cost from the NCR Facts page (see Miscellaneous section below) |
Miscellaneous
NCR Total Cost
The “Total Cost” property in the NCR is read-only and serves as dual purpose:
- It is initialized to the cumulative cost information from the Old NCR (during migration)
- It is set automatically to the result of the sum of (Quantity * Unit Cost) for each line item.
Once a user modifies a line item (create, edit, delete), the NCR total cost is automatically updated.
NCR Facts is informational only
In general all the information contained on the top of the Facts page (and the “More” Slideout) is purely informational and is not used in charting. See “Chart Description” for detailed information on how NCR data is used in charts.