Prerequisites

To use priority, reason, classification, and action codes when you maintain ECOs, you need to define the codes before you begin using the ECO-related pages. To have the system automatically generate your engineering change request (ECR) or ECO numbers, set up automatic numbering for ECRs and ECOs by using the Automatic Numbering page in the Set Up Financials/Supply Chain > Common Definitions navigation.

You need to define revisions prior to selecting them on the Items Affected or ECO Header pages. Or, if you are going to automatically increment revisions by using the BOM Mass Maintenance process, you need to define the revision scheme prior to running the BOM Mass Maintenance process.

You also need to create ECO approval types and their associated activity codes to employ engineering ECO types and ECO activities.

To attach mass maintenance codes to ECOs, it's simplest if you have already defined mass maintenance codes with the BOM Mass Maintenance Code component. You could, however, create the ECO first, then create the mass maintenance code, and, as a final step, update the ECO with the mass maintenance code.

If you plan to use the embedded document management system to access ECO and ECO item documents, you can define what function buttons are available on the ECO document management pages by using the Documentum Component Options page.