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AI agent for production planners

Engineering Change Cutover Agent

A clean engineering change with the right effective date and no mixed or stranded parts

DecisionsOperations
See how it worksGet access
Engineering Change Cutover Agent: what goes in, what the agent does and what you get

What it does

Design changes start on the wrong date and leave mixed parts in the plan. This agent reads the change notice and checks stock, open orders and routings for the old and new parts. It sets an effective date that uses up the old stock where sensible. After the change, it checks planned orders to make sure they use the right version and no demand for the old part remains. Anything wrong goes back for revision. The planner approves the date and the updates. Edge case: a supplier delivery of the old part is already in transit, so the agent keeps the old version in the plan until receipt.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueYes, continueNoNo 1 STARTS WHEN An engineering change notice is released 2 USES A TOOL Read the change and the affected parts 3 USES A TOOL Check stock, open orders and routings of the oldpart 4 DOES Propose an effective date 5 YOU APPROVE Planner approves the date 6 DOES Update the bill of materials and the routings 7 USES A TOOL Review planned orders after the update 8 CHECKS THE RESULT Do all planned orders use the right version? If not: correct the orders and rerun the plan. Back tostep 3. 9 CHECKS THE RESULT Is any demand for the old part still planned? If not: cancel or move it and check again. Back to step3. 10 RESULT Change closed with a record
Read the steps as a list
  1. An engineering change notice is released
  2. Read the change and the affected parts
  3. Check stock, open orders and routings of the old part
  4. Propose an effective date
  5. Planner approves the dateThe agent waits here for your OK.
  6. Update the bill of materials and the routings
  7. Review planned orders after the update
  8. Do all planned orders use the right version?If not: correct the orders and rerun the plan. Back to step 3.
  9. Is any demand for the old part still planned?If not: cancel or move it and check again. Back to step 3.
  10. Change closed with a record

How it decides

The effective date is the first date when old stock and open orders are used up, or earlier if the change is critical. Planned orders must reference the correct version after the change.

  • Use up old stock unless the change is safety critical
  • Hold the old version while a delivery is in transit
  • Never leave open orders on an obsolete part
  • Check planned orders within 2 days after the change

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Use-up rule
  • Check window (default 2 days)
  • Safety critical exceptions
  • Items included

What keeps you in control

It always asks you first

  • Effective date and master data updates

Hard limits

  • Never change master data without approval
  • Never cancel orders without approval

It stops when

  • Done: change complete and plan clean
  • Stop: change notice is withdrawn

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA bracket change replaced part A12 with A13. Stock of A12 was 1,400 units, about 3 weeks of demand. The agent set the date for April 22. After the update, the plan still showed 600 units of A12 in week 18, so the check failed. It cancelled them and rechecked. The planner approved.

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