bobcat - centrum nápovědy [help center]

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====== Supplier Defect Report - verification of actions and closing ======

Once the **4D** section of the SDR is completed and verified by Bobcat Quality (there will be //Yes// next to the word //Verified//) an email will be sent to the choosen contacts in the Supplier record. 

{{:en:sdr-email-update2.png?600|}}

The SDR can be once again edited by clicking the //detail//.

===== Commenting and Verification =====

Comments can be added to **3D** - **8D** sections by clicking on the //Create new comment//. Comments can be added by Supplier and by all relevant Bobcat users. See example below for chain of comments in the **5&6D** section.

{{:en:sdr-9.png?1000|}} 

Commnents can be added until Bobcat Quality verifies the **8D** section. From that point no more comments can be added to the section and Supplier and Bobcat are forced to continue on the **8D** form. See example below for //Verified// **8D** section.

{{:en:sdr-10.png?1000|}}


===== Verified Actions =====

==== 4D ====

{{:en:sdr-8.png?1000|}}

The **4D** section must be //Verified// by Bobcat Quality. The verification means Bobcat is satisfied with the RC details provided by Supplier. If Supplier doesn't respond in time to the SDR Bobcat might choose to scrap the defective parts. In this case the actual date when the parts were scrapped will be filled in the //Send/Scrap// field.

If Supplier requests the parts to be sent back for analysis of Root Cause, the field //Send/Scrap//, //Shipping cost//, and //Tracking #// will also be populated by Bobcat with the relevant data.

==== 5D - 8D ====

Once the **5D** - **8D** sections are filled by supplier in due time all will be //Verified// by Bobcat Quality. The verification is a mark that Bobcat is satisfied with Supplier actions described in each section.

===== Invoicing the SDR =====

Once the **Root Cause** for the described defect is established and //Verified// by Bobcat Quality the corresponding cost of the entire SDR can be either invoiced to Supplier or the SDR cancelled.

In the case of invoicing Bobcat Quality will progress the SDR from //Submitted// status to //Billing// status. At this phase the SDR is handled by Bobcat Accounting and an invoice for the //Total cost// is issued to the Supplier. Bobcat Accounting will then progress the SDR from //Billing// status to //Invoiced// status. An automated email will be sent to Supplier to inform about the change.

{{:en:dashboard-sdr-invoiced.png?1000|}}

In the case when Supplier doesn't respond to the email notifications and doesn't provide the required information within the indicated time limits, Bobcat Quality will progress the SDR for invoicing regardless.

{{:en:sdr-email-update3.png?600|}}

In the email Supplier will find the invoice number and the amount that is invoiced. The Supplier might choose to send credit note for the specified sum with the SDR reference.

===== Closing the SDR =====

The SDR can be closed by Bobcat Quality only after all Supplier corrective actions have been verified. To close the SDR Bobcat Quality will progress the SDR from //Invoiced// to //Closed// status. The SDR will remain visible on the Supplier view, but no further edits will be possible to the SDR.

{{:en:dashboard-sdr-closed.png?1000|}}

In the case when Supplier doesn't provide information about corrective actions or is otherwise unresponsive the SDR will be closed within the indicated time limits by Bobcat Quality.

===== Cancelling the SDR =====

When there are reasons to cancell the SDR it can be progressed from any status to //Cancelled// status by Bobcat Quality. Reasons for cancellation must be communicated and agreed between Supplier and Bobcat. SDRs that were in //Submitted// status and higher and progressed to //Cancelled// status will remain wisible on Supplier view. 

===== Main Menu =====

  * [[en:start|Back to Main menu]]

  * [[Supplier Defect Report - lifecycle]]
  * [[Supplier Defect Report - receiving and confirmation]]
  * [[Supplier Defect Report - adding comments and editing]]
  * [[Supplier Defect Report - verification of actions and closing]]
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