Setting Engineering Options

To set up PeopleSoft Engineering business unit-related options, use the Engineering Options (ENG_OPTIONS) component.

Use engineering options to control the ability to copy engineering BOMs (EBOMs) and engineering routings (ERTGs) to manufacturing. You can also indicate whether you want to automatically delete EBOMs and ERTGs once you transfer them to manufacturing. You can also enable workflow for engineering change requests (ECRs) and ECOs.

This topic discusses how to set engineering options.

Page Name

Definition Name

Usage

Engineering Options Page

BUS_UNIT_OPT_EG

Define engineering options.

Use the Engineering Options page (BUS_UNIT_OPT_EG) to define engineering options.

Navigation:

Set Up Financials/Supply Chain > Business Unit Related > Engineering > Engineering Options > Engineering Options

Field or Control

Description

Allow EBOM copies to MBOM

As an alternative to using engineering transfers to move BOMs and routings between PeopleSoft Engineering and PeopleSoft Manufacturing, you can additionally copy engineering BOMs and routings to manufacturing using the BOM and routing copy processes. By selecting this check box, you can make copies of EBOMs to MBOMs using selective or same as except functionality. When copying in this manner, the MBOM is completely replaced by the EBOM.

If you deselect this check box, you're ensuring that all BOMs transferred from PeopleSoft Engineering are completed by using engineering transfers only.

Allow ERTG copies to MRTG

Select this check box to allow users to copy engineering routing into PeopleSoft Manufacturing using selective or same as except functionality. When copying in this manner, the manufacturing routing is completely replaced by the engineering routing.

If you deselect this check box, you're ensuring that all routings transferred from PeopleSoft Engineering are completed by using engineering transfers only.

Delete EBOMs upon Transfer

Select this check box to have the system delete EBOMs from the engineering database as they are transferred to PeopleSoft Manufacturing, using the Engineering Transfer pages. This option applies only when you are transferring EBOMs to PeopleSoft Manufacturing.

Delete ERTGs upon Transfer

Select this check box to have the system delete ERTGs from the engineering database as they are transferred to PeopleSoft Manufacturing, using the Engineering Transfer pages. This option applies only when you are transferring ERTGs to PeopleSoft Manufacturing.

Engineering Workflow Options

Use these options to control whether you use workflow in your ECR or ECO approval processing. Options are:

  • Use ECR Workflow: Select if you want a workflow notification sent when an ECR is saved.

  • Use ECO Workflow: Select in order to access the Submit (workflow) button on the ECO Workflow page in the ECO Maintenance component.

Note: All PeopleSoft applications include example business processes, but don't include Approval Rule Sets. Therefore, you must create Approval Rule Sets for both ECRs and ECOs before you define the workflow options on this page.

If you want workflow to manage your ECRs, the workflow business process name must be set to ENGINEERING_ECR_NOTIFY. In addition, you'll need to define your workflow approval rule set as ECR Approval.

Note: The naming convention that you use here is extremely important because workflow PeopleCode depends on it.

To set up workflow for ECOs, you must define the business process name and the approval rule set using the ECO Approval Types page. You must associate ECO Approval Types and Business Process Names, using that page, before you select the Use ECO Workflow check box.

When using ECO workflow and an approval type associated to workflow approval rule set is established, then once the ECO is submitted for workflow processing, a workflow approval list (sequential list of roles and role users) is generated and stored with the ECO. At that time, appropriate notifications based on the target role name are generated, using email, worklist, or both; based on this list, by step order. If all approvers are set up in the approval rule set with step 1, then all approvers will be notified at the same time. Otherwise, the approvers at step 1 are notified first. When all approvers in step 1 have approved the ECO, then all approvers in step 2 are notified.

You approve ECOs in PeopleSoft Engineering by using the ECO Maintenance - Approval page. Each approving role user must have access to this page in order to approve the ECO workflow step.

Approvers have two ways to process an ECO workflow and mark a worklist item as worked. Either approvers can manually mark the worklist item as worked or they can go to the ECO Maintenance - Approval page. They can access this page either using a URL from an email notification or by using the navigation system. Once the supplier approves the ECO, the item will be marked as worked if it is a worklist item. This way, the ECO will be deleted from the worklist.

See also the product documentation for PeopleTools: Workflow Technology.