T136 Order change impact review
Order change impact review
The delivery, material and price impact of every change Tarrow Pump Systems has asked for after quote or order acceptance, with the order 2287 quantity increase set out for Tarrow to accept or decline. Prepared by Keelson planning for the Tarrow buyer, Ingrid Solheim, director of purchasing, and for Benedict Oyelaran, commercial operations manager at Keelson Precision Manufacturing. Five changes have been received. Three are released, one was declined and one is at impact review. Rosalind Chau, vice president of engineering, decided feasibility and the revised price and schedule for order 2287, and Benedict Oyelaran sent the revised offer to Ingrid Solheim. Nothing on the order is released until she answers.
Sample template: the firm, people, clients and figures are fictional.
Order 2287: what was accepted and what is requested
Order 2287 is an order for impellers, part IMP-220-B. The accepted order is 400 units, committed for Nov 7. Tarrow asked to raise the quantity by 250 units to 650. Read the chart from left to right: the accepted quantity, the increase and the quantity requested.
Live example from the Dashboards app, shown with Tarrow Pump Systems' demo data. Block dates move forward each week, so they can differ from the sample dates on this page.
The accepted order stays at 400 units until Tarrow accepts the revised offer. The 250 extra units are a request, not part of the order.
The added order value is a calculation: 250 units at $118 each is $29,500. The unit price on the order does not change.
The five changes and their impact
Each change is compared with the accepted requirements and the state of its order. Impact is stated before anyone spends time on the change. Hours are the hours spent before the decision was made.
| Change | Order | What Tarrow asked | Delivery | Material | Price | Hours | Decision |
|---|---|---|---|---|---|---|---|
| Change 1 | Order 2281, shaft assemblies | New drawing revision with a tighter seal journal tolerance | No change | No change | $2,100 higher | 0 | |
| Change 2 | Order 2283, mounting brackets | Quantity cut from 1,000 to 800 | No change | 200 fewer brackets of plate not released | $2,900 lower (200 at $14.50) | 0 | |
| Change 3 | Order 2279, impellers | Delivery moved one week later at Tarrow's request | One week later, Oct 10 to Oct 17 | No change | No change | 0 | |
| Change 4 | Order 2290, pump housings | Different casting alloy | Two weeks later | New casting order | $6,800 higher | 0 | |
| Change 5 | Order 2287, impellers | Quantity raised from 400 to 650 | Three weeks later, Nov 7 to Nov 28 | Material release for 250 more units | $29,500 higher | 6 |
Change 4 was declined by Tarrow after it saw the revised offer, so order 2290 stays on the accepted alloy and its committed date of Nov 21 does not move.
Order 2287 from 400 to 650 units adds 3 weeks and needs a material release
The quantity increase on order 2287 adds 3 weeks to delivery, moving the committed date from Nov 7 to Nov 28, and it needs a material release for 250 more impellers. Planning spent 6 hours on it before the commercial decision, because the planner assumed the increase was already accepted and operations began to reschedule on the request itself. Owner: Benedict Oyelaran. Consequence: work done on an unaccepted change is time that may have to be undone if Tarrow declines. Ask: Ingrid Solheim accepts or declines the revised offer by Oct 9. Until then the order is 400 units on Nov 7.
How the impact is reviewed
A change is a request until the customer accepts the revised offer. Planning starts on the acceptance, not on the request.
Changes by decision
Of the five changes, three were released, one was declined and one is at impact review with the revised offer sent to Tarrow.
pie showData
title The five changes by decision
"Released" : 3
"Declined by Tarrow" : 1
"At impact review, revised offer with Tarrow" : 1
What Tarrow decides on order 2287
The marks show order 2287 as of Sep 28. The decision step is Tarrow's. The release step happens only after it.
The order becomes 650 units at the same unit price, an order value of $76,700. Keelson planning places the material release for 250 more impellers and reschedules the order. Benedict Oyelaran moves the committed date from Nov 7 to Nov 28 and publishes it in the Oct 12 status.
The order stays at 400 units and its committed date stays at Nov 7. Planning stops all work on the change. The 6 hours already spent are recorded against the change, not the order.
Benedict Oyelaran answers from the impact review and, if the answer changes the delivery or price, asks Rosalind Chau to confirm it before the offer is reissued. The Oct 9 date holds unless the offer changes.
The register entry for the change, as it stands today:
Live example from the Dashboards app, shown with Tarrow Pump Systems' demo data.
Owners and dates
- Accept or decline the revised offer on order 2287. Owner: Ingrid Solheim, Oct 9
- If accepted, place the material release for 250 impellers. Owner: Keelson planning, Oct 12
- If accepted, move the committed date to Nov 28 and publish it. Owner: Benedict Oyelaran, Oct 12
- Add a change received line to the order record that blocks scheduling until the decision. Owner: Keelson planning, Oct 9
- Stop rescheduling on order 2287 until the decision. Owner: Keelson planning, done Sep 28
How to use this template
Open one review whenever a customer asks for a change after quote or order acceptance. Compare the change with the accepted requirements, state the delivery, material and price impact, and record the customer's decision before any work is released.
| Variable | Meaning | Required |
|---|---|---|
{{change.reference}} | Reference of the customer change | Required |
{{order.number}} | Order the change applies to | Required |
{{change.request}} | What the customer asked for, in one line | Required |
{{change.delivery_impact}} | Weeks added or taken from the committed date | Required |
{{change.material_impact}} | Material release or casting order needed, with quantity | Required |
{{change.price_impact}} | Change in order value, with any tooling or setup line | Required |
{{change.hours_before_decision}} | Hours of planning spent before the decision | Optional |
If a required value is missing, show Needs review in its place and hold the offer; never guess an impact. If the order register cannot be read, show Unavailable instead of the counts.
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