Manual Overrides & Governance¶
While automation provides speed and consistency, manufacturing expertise often requires "nudging" the numbers based on real-world constraints. Manual Overrides allow this flexibility while maintaining strict governance.
Why Overrides are Necessary¶
- Shop Floor Reality: A machine may be underperforming or a specific operator may be exceptionally fast.
- Supplier Volatility: Real-time RM rate changes that haven't hit the master data yet.
- Strategic Pricing: Lowering margin for a high-volume "foot in the door" account.
- Experimental Processes: Estimating a process the factory hasn't run before.
The Golden Rule of Overrides¶
"Any value can be changed, but every change must be justified and logged."
Override Workflow¶
- Identify: User clicks an "Override" icon next to a field.
- Input: User enters the new value (e.g., Cycle Time from 1.2h to 1.1h).
- Justify: A mandatory "Reason for Override" field appears.
- Apply: System recalculates the entire tree instantly.
- Log: Change is recorded in the Explainability trail and the Version History.
Level of Overrides¶
| Scope | Example | Impact |
|---|---|---|
| Master Data | Global RM rate update | Affects all future quotes using that material. |
| Quote Level | Specific Material Rate | Affects only this quote (and its future versions). |
| Operation Level | Specific Setup Time | Affects only a single process step in the routing. |
Visual Indicators¶
Standardized color-coding helps reviewers spot overrides instantly:
- Regular Value: Standard font (Black/Gray).
- Overridden Value: Bold Amber/Gold with a
*indicator. - Reason Tooltip: Hovering shows "Estimator Rahul: Reduced cycle time for Op 2 based on previous similar job J-998."
Governance & Approval¶
For "Safe" costing, overrides above a certain threshold trigger an approval workflow:
- Impact < 5%: Auto-approved.
- Impact 5-15%: Flagged for senior estimator review.
- Impact > 15%: Requires Manager approval before a PDF quote can be generated.
Impact on Accuracy¶
Overrides are a "double-edged sword." Frequent overrides on the same field suggest that the Master Data is out of sync.
System Insight: CostEngine periodically generates an "Override Frequency Report" to identify Master Data that needs updating.
"Machine CNC-01 is overridden in 80% of quotes. Its MHR in Master Data should likely be updated from ₹150 to ₹165."
Related Documentation¶
- Versioning → - How overrides create new quote versions
- Explainability → - The trail of overrides
- User Roles → - Who has permission to override