16 Approve Engineering Change Orders
This chapter contains these topics:
16.1 Approving Engineering Change Orders
After you have located an ECO for review, you must indicate your approval or rejection. The reviewer typically performs this task.
After the last person in the approval routing has approved the ECO, the system updates the status code with the value you specify in a processing option.
Approving engineering change orders consists of the following tasks:
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Reviewing ECOs for Approval
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Updating Bills of Material
16.1.1 Before You Begin
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Locate the ECOs that have been assigned for your review. You can either have the system notify you automatically or you can locate open ECOs with ECO Approval. See Chapter 15, "Review Engineering Change Orders."
16.2 Reviewing ECOs for Approval
From Manufacturing Systems (G3), choose Engineering Change Management
From Engineering Change Management (G3013), choose ECO Approval
On ECO Approval
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Locate the ECOs that await your approval.
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Complete the following fields:
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Approver Number (required)
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Branch/Plant (required)
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Status
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For each ECO, complete the following fields to indicate your approval or rejection:
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Status (required)
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Date Approved
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Note
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| Field | Explanation |
|---|---|
| Approver Number | A number that identifies an entry in the Address Book system. Use this number to identify employees, applicants, participants, customers, suppliers, tenants, and any other Address Book members. |
| Status | User defined code system 30, type ST, which indicates the approval status of an engineering change order.
For example: A – Accept (initiates notification of next review group) R – Reject (stops the notification process) |
| Date Approved | The date on which an approval authority has approved or rejected an ECO. The default value is the current system date. |
| Note | A 40-character generic description. |
16.2.1 What You Should Know About
| Topic | Description |
|---|---|
| Protecting the approval field | You can set a processing option to protect the approval field so that only the current user can change approval status. |
| Defining additional status codes | You can define additional approval status codes on UDC 30/ST. Approval status code A is hard-coded and is the only value that initiates the notification of other review groups. |
| Entering text | You can type text in the detail area to provide more information regarding your approval. |
| Rejecting an ECO | To reject an ECO, use status code R. This stops the notification process. After a reviewer rejects an ECO, the creator of the ECO must redefine the ECO and restart the notification process. |
16.3 Updating Bills of Material
From Manufacturing Systems (G3), choose Engineering Change Management
From Engineering Change Management (G3013), choose Engineering Change
For ECOs with attached parts lists, you can process the ECO parts list and related items list to update the Bill of Material table with the requested changes.
The Engineering Change Population program performs the following:
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Processes the ECOs
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Updates the bills of material for the items on the ECO
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Creates a report in proof or final mode that describes the requested changes
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Updates ECO related information in the Branch/Plant table
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Updates the Item Master table for item flash messages based on other outstanding ECOs
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Validates the ECO for full approval before accepting the requested changes
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Updates the effectivity dates
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Updates the drawing revision level
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Copies substitute items from the old component to the new component
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Updates the parent/component revision level
Caution:
JD Edwards World recommends that you first run this program in proof mode. In proof mode, the report lists all requested changes without actually changing any files. Review the report and then run the program in final mode to update files. After you run this program and update the Bills of Material table, you cannot change the parts list and run the program again.The Engineering Change Population program only updates the bill of material. You must update the routing to include the same item revision level as the bill of material if you want to synchronize them.
16.3.1 Before You Begin
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Verify that the ECO has been approved by all reviewers
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Verify that the ECO parts list contains the change type and relationship values you want. See Section 14.5, "Defining Changes."
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Verify that the ECO related items list contains the items that you want to include in the change.
16.3.2 Example: Engineering Change Population Report
In proof mode, the report lists all requested changes without actually changing any files.
30510 JD Edwards World Page - 3 Bill of Material Population Date - 6/02/17 ECO Number . . . 8004 EN Description. . . XYZ N/C in Parent 333z Date Entered . . 07/28/13 Originator . . . 9200 Dobson, Jane Branch/Plant . . M30 Memphis Mfg. Plant Drawing Change . Y Status . . . . . E1 ECO Entered Type . . . . . B Marketing BOM Change . . . Y Reason . . . . . CC Customer Change Request Priority . . . . M Med Routing Change . Y Phase In . . . . IMD Immediate New Part Number. Y Existing Disp. . . . . . .Target Dates. . . . . . . .Actual Dates. . . . . . . . . . Category Codes . . . . . . . Design . . . . . 08/01/17 Design . . . . . . . Engineering. . . 09/01/17 Engineering. . . . . Incorporation. . 09/15/17 Incorporation. . . . Bill of Material Changes - F3002 -------------------------------- BEFORE CHANGE AFTER CHANGE ----------------------------------------------------------------- ----------------------------------------------------------------- Parent Item Batch BOM Parent Item Batch BOM Component Item Branch Typ Quantity UM Rev Component Item Branch Typ Quantity UM Rev -------------------------- ---------------------------- ------------ --- ------------ -- --- ---------------------------- ------------ --- ------------ -- --- 333Z M30 M A OAK SHELF UNIT XYZ M30 Comp. Rev. . NEW 1x10x6' OAK S4S Eff From 09/15/17 Qty Per 2 EA Comp.Seq 1.1 Eff Thru 12/31/20 Fixed/Variable V Op Seq. 10.00
16.3.3 What You Should Know About
| Topic | Description |
|---|---|
| Revision Level Control | You can protect the item revision level that you set up in Plant Manufacturing Data with a processing option so that it is only updated by the Engineering Change Population program. |
| Drawing Information | You can protect the item drawing information that you set up in Item Master Revisions with a processing option so that it is only updated by the Engineering Change Population program. |