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 or not. 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 (ECO). 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 (ECO). |
| 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 | Text field to describe 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 | User ID from the user list that is to make the change and must approve it. NOTE: It is possible to delete or change lines only with your own 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.
Actions
Various actions are available for editing change notices.
Send
As soon as all information has been entered on the card and anchored in the BOM lines of the Eng. Change Notice, the responsible person must choose the Send action in the Eng. Change Notice. The status changes to Pending Approval.
In the Role Center, the change notice now is displayed in the Pending Approval Activities of the Eng. Change Notices.
During the processing, change notices can have the following statuses:
- On Hold – If a change notice has been sent, the responsible engineer can set the status to Wait. This means that they accept the change notice but will not process it until a later date.
- Approved – If a change notice has been sent, the responsible engineer can set the status to Approved. This means that they accept the change notice.
- Rejected – If a change notice has been sent, the responsible engineer can set the status to Rejected. This means that they reject the change notice and 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 | The type of data record to be addressed, for example, Item. |
| No. | The number of the record that is affected, depending on the type, for example, item number. |
| Description | Description of the data record. |
| Quantity | The quantity affected by the change. |
| Comment | Field for 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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