Eng. Change Notices
During the manufacturing process there are circumstances that lead to certain parts within a BOM not meeting the desired requirements. This can be, for example, a generator that does not provide enough power or a bicycle chain that cannot be used for a model because it is not working.
In such a case, a change must be made during manufacturing. These changes may also need to be made in the source document, e.g., a sales quote/order, where the item (with certain drawing revisions) was used. It is also possible that changes are discovered prior to production and need to be sent to the designers.
Create an Eng. Change Notice
To create the Eng. Change Notice for the production order or sales quote/order, open the document in which the assembly is affected and then choose Functions > Create Eng. Change Notice on the Lines FastTab.
Existing Eng. Change Notices can be opened from the Line or Related Information menus on the Lines FastTab.
Eng. Change Notice Card
The General and Comments FastTabs are described below. The Source Drawing Set and Source Document FastTabs only show which current drawing is affected and from which production order this change notice was created.
General FastTab
The General FastTab shows the most important information about a change notice at a glance.
The fields on this FastTab are described in the following table.
| Field | Description |
|---|---|
| Change Reason Code | Specifies the reason for the change notice. |
| Change Reason Description | Basic description that defaults from the Change Reason Code. |
| Item No. | Specifies the number of the item affected from the production order. |
| Item Description | Description of the item affected in the production order. |
| BOM Comment Exists | Shows whether a comment exists in the area Eng. Change Notice BOM lines. This is independent of the number of comments. As soon as a comment exists, Yes is displayed. The BOM of the originating document is always copied to the change notice. |
| Drawing No. | Specifies the number of the affected drawing, which will be inherited to the subsequent engineering change order. NOTE: The drawing number does not have to be that of the item. You can select any drawing here. |
| Drawing Type Code | Specifies the type of affected drawing, which will be inherited to the subsequent engineering change order. |
| Status | Status of Eng. Change Notice. The options are Open, Pending Approval, On Hold, Approved, Rejected. |
| Creation Date | Date of creation of data record. |
| Created By | User ID from user list, which has created the data record. |
Comments FastTab
In the Comments FastTab, add information to a change notice.
The fields on this FastTab are described in the following table.
| Field | Description |
|---|---|
| Comment | Specifies the problem or reason why an item needs to be changed, at maximum 80 characters. |
| Date | Date on which the comment was entered. |
| User ID | Indicates the ID of the user who entered the comment. NOTE: You can only delete or change lines created with your User ID. The lines of other users cannot be edited. |
Source Document FastTab
The Source Document FastTab contains information about the document that was used to create the Eng. Change Notice, including the type (production order line/sales line), production order status, sales document type (quote/order), number and line number.
For information about printing and reporting Engineering Change Orders, see Eng. Change Orders Report.
Actions
Various actions are available for editing change notices.
Send
In some change scenarios, the available reference at this stage is the drawing rather than an item or source document. In these cases, an Eng. Change Notice can be processed with a drawing reference, subject to the validation rules described below.
Choose the Send action to set the status to Pending Approval.
Before the status change is accepted, the following validation rules apply:
- Change Reason Code is required.
- Item No. and Source Type are required unless Drawing No. is set and Source Type is blank.
In the Role Center, the change notice is then shown in the Pending Approval activities for Eng. Change Notices.
During processing, change notices can have the following statuses:
- On Hold - The responsible engineer accepts the change notice but does not process it yet.
- Approved - The responsible engineer accepts the change notice.
- Rejected - The responsible engineer rejects the change notice. No further processing takes place.
Open Item
The Open Item action opens the item card of the relevant item.
Open Source Document
The Open Source Document action opens the source document of the change notice.
BOM
After the relevant information has been entered in the change notice, the BOM Lines of the Eng. Change Notice can be opened by choosing the BOM action.
The fields on the Eng. Change Notice BOM Lines page are described in the following table.
| Field | Description |
|---|---|
| Type | Specifies the type of data record to be addressed, for example, Item. |
| No. | Specifies the number of the record that is affected, depending on the type, for example, item number. |
| Description | Specifies a description of the data record. |
| Quantity | Specifies the quantity affected by the change. |
| Comment | Specifies the change reason, specification of the type of material or assembly affected. |
Source Drawing Set FactBox
The Source Drawing Set FactBox shows the drawings attached to the item.
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