13 Set Up Engineering Change Orders

This chapter contains these topics:

• Section 13.1, "Setting Up Engineering Change Orders,"

• Section 13.2, "Setting Up Engineering Change Order Codes,"

• Section 13.3, "Setting Up Next Numbers for Engineering Change Orders,"

• Section 13.4, "Setting Up Approval Routings,"

13.1 Setting Up Engineering Change Orders

Before you use the Engineering Change Management system, you need to set up various codes and the approval routing master.

13.2 Setting Up Engineering Change Order Codes

Define ECO codes for information that is unique to your branch/plant:

Code	Description
Revision levels	Revision levels indicate the number of times an item has changed.
Type codes	Type codes indicate the classification of an ECO, such as G for government or R for rework.
Priority codes	Priority codes indicate the priority of an ECO, such as H for high priority and 3 for normal priority.
Status codes	Status codes, such as 90 through 99, indicate the date completed on the order. Examples include EM for emergency and A for approved.
Phase in codes	Phase in codes indicate how an ECO is to be implemented.
Existing disposition codes	Existing disposition codes indicate what to do with an existing item that is affected by the ECO. Examples of existing disposition codes are UAI for use as is and SCP for scrap.
Reason codes	Reason codes indicate why you create an ECO. Examples of ECO reason codes include CC for Customer Change Request and FR for Federal Requirement.

Complete the following tasks:

• Set up revision levels

• Set up type codes

• Set up priority codes

• Set up status codes

• Set up phase in codes

• Set up existing disposition codes

• Set up reason codes

Navigation

From Product Data Management (G30), enter 29

From Product Data Management Setup (G3041), choose ECO Next Revision Levels

To set up revision levels

On ECO Next Revision Levels

Figure 13-1 Next Revision Levels screen

Description of "Figure 13-1 Next Revision Levels screen"

Complete the following fields:

• Character Code

• Description

You can set up user defined codes (table 00/TY) to define types of ECOs such as G for government or R for rework.

To set up type codes

On Type Code

Figure 13-2 Next Revision Levels (Type Code) screen

Description of "Figure 13-2 Next Revision Levels (Type Code) screen"

Complete the following fields:

• Code

• Description

• Description 2

Field	Explanation
User Defined Codes	Identifies the table that contains user defined codes. The table is also referred to as a code type.
Description	A user defined name or remark.
Description-2 Description	A user defined name or remark.

Navigation

From Product Data Management (G30), enter 29

From Product Data Management Setup (G3041), choose Priority Code

You can set up user defined codes (table 00/PR) to define priorities of ECOs such as H for high priority or 3 for normal priority.

To set up priority codes

On Priority Code

Figure 13-3 Priority Code screen

Description of "Figure 13-3 Priority Code screen"

Complete the following fields:

• Code

• Description

Navigation

From Product Data Management (G30), enter 29

From Product Data Management Setup (G3041), choose Status Code

You can set up user defined codes (table 00/SS) to define the status of ECOs such as EM for emergency and A for approved.

To set up status codes

On Status Code

Figure 13-4 Status Code screen

Description of "Figure 13-4 Status Code screen"

Complete the following fields:

• Code

• Description

Navigation

From Product Data Management (G30), enter 29

From Product Data Management Setup (G3041), choose Status Code

You can set up user defined codes (table 00/PH) to define how to phase in ECOs such as IMD for immediate and AVL for as available.

To set up phase in codes

On Phase In Code

Figure 13-5 Phase Code screen

Description of "Figure 13-5 Phase Code screen"

Complete the following fields:

• Code

• Description

Navigation

From Product Data Management (G30), enter 29

From Product Data Management Setup (G3041), choose Existing Disposition Codes

To set up existing disposition codes

On Existing Disposition Code

Figure 13-6 Existing Disposition Code screen

Description of "Figure 13-6 Existing Disposition Code screen"

Complete the following fields:

• Code

• Description

You can set up user defined codes (table 00/ED) to define what to do with existing items that are affected by the ECO, such as CNL for cancel and RWK for rework.

Navigation

From Product Data Management (G30), enter 29

From Product Data Management Setup (G3041), choose Reason Codes

You can set up user defined codes (table 40/CR) reasons for defining ECOs such as CC for customer change and FR for federal requirements.

To set up reason codes

On Reason Code

Figure 13-7 Reason Code screen

Description of "Figure 13-7 Reason Code screen"

Complete the following fields:

• Code

• Description

13.3 Setting Up Next Numbers for Engineering Change Orders

Navigation

From Product Data Management (G30), enter 29

From Product Data Management Setup (G3041), choose Next Numbers

Next numbers is an automatic document numbering feature. It allows you to enter a starting document number for each document type such ECOs. If you do not assign an ECO number manually, the system automatically assigns the next number to the ECO.

You can also use a check digit. This is an additional number that the system attaches to the end of the next number. Check digits prevent transpositions and data entry errors. Check digits are not sequential.

Caution:

If you change the numbering scheme, you must change the next number to a value that is greater than the previously assigned numbers.

Figure 13-8 Next Numbers screen

Description of "Figure 13-8 Next Numbers screen"

To set up next numbers for engineering change orders

1. Locate next numbers for system 48 Work Order Processing.

2. For ECO Number, complete the following fields:

   • Next Number

   • Check Digit

Field	Explanation
Next Number	The next number which will automatically be assigned by the system. Next numbers can be used for many types of documents including voucher numbers, invoice numbers, journal entry numbers, employee numbers, address numbers and so on. Next numbers can be reviewed from the Operations Control Menu. You must adhere to the next numbers that have been pre-established unless custom programming has been provided.
Check Digit	A number that prevents the Next Numbers program (P0002) from assigning transposed numbers. If you use check digits, the system automatically adds a number to the end of each number that it assigns through Next Numbers.

See Also:

• Setting Up Next Numbers in the JD Edwards World General Accounting I Guide.

13.4 Setting Up Approval Routings

Use an approval routing to maintain a list of reviewers by that should receive an electronic mail notification of pending ECOs.

You can set up two types of approval routing. The approval routing master applies to a specific branch/plant and order type combination. Order specific approval routing applies to a specific ECO. After you have set up an approval routing master for your branch/plant, you can customize the routing for a specific ECO.

Setting up approval routings consists of the following tasks:

• Setting up an approval routing master

• Setting up an order specific routing (optional)

Navigation

From Product Data Management (G30), choose Engineering Change Management

From Engineering Change Management (G3013), choose Approval Routing Master

To set up approval routings

On Approval Routing Master

Figure 13-9 Approval Routing Master screen

Description of "Figure 13-9 Approval Routing Master screen"

Complete the following fields:

• Branch/Plant

• Sequence Number

• Group

• Responsible Person

13.4.1 Processing Options

See Section 19.1, "Approval Routing Master (P4808)."

Navigation

From Product Data Management (G30), choose Engineering Change Management

From Engineering Change Management (G3013), choose Order Specific Routing

To set up an order-specific approval routing

On Order Specific Routing

Figure 13-10 Order Specific Routing screen

Description of "Figure 13-10 Order Specific Routing screen"

Complete the following fields:

• Order Number

• Group

• Sequence

• Responsible Person

13.4.2 What You Should Know About

Topic	Description
Assigning reviewers to groups	The system notifies all reviewers in a group at the same time. The system notifies the groups in the order that they are defined within the user defined code. The codes do not have to be numeric. The system waits to send notification to a group until all members in the prior group have approved the ECO.
Deleting an approval list	When you delete an approval list, the system prompts you to confirm the deletion.