1. SCM (Supply Chain Management)
  2. Manufacturing
  3. Engineering Change Order
  4. Using Engineering Change Order
  5. Creating Engineering Change Orders

Creating Engineering Change Orders

Create an engineering change order to list changes in an assembly item’s bill of materials. You can also use the ECO record to enter process changes for documentation. When created, NetSuite validates the ECO record for uniqueness and enters the SuiteApprovals workflow.

To review how approval rules work, see Approval Rules for Engineering Change Order.

Guidelines for Creating Engineering Change Orders

The feature supports bulk processing of ECO records:

  • Multiple Add actions for one or more items in one ECO record.

  • Multiple Remove actions for one or more items in one ECO record.

  • Multiple Replace actions for one or more items in one ECO record.

  • A mix of Add, Remove, and Replace actions for one or more items in one ECO record.

  • Add, Remove, and Replace actions for the same BOM and BOM revision are processed together.

NetSuite sends an email notification to coordinators of ECOs when bulk processes complete. The email body contains a link to the ECO record and error details, if any occurred during implementation.

Note:

During manual or automatic implementation, you can view the Implementation Status of any ECO and track the status of each change action. For more information, see Viewing Implementation Status.

To create an engineering change order record:

  1. Go to Lists > Engineering > Engineering Change Order > New (Administrator).

  2. Use the following table to complete the Primary Information section.

    Field

    Description

    ECO Type

    Select the type of change order.

    Problem

    Enter the reason for the change order.

    Description

    Enter details of the reason for the change order.

    Date

    Creation date is set to today’s date by default. You may set this to a future date.

    Effective Start Date

    Use the calendar to set the date when the change order becomes effective.

    Effective End Date

    Use the calendar to set the date when the change order becomes obsolete.

    The effective end date is not mandatory.

    Subsidiary

    If you use NetSuite OneWorld, select a subsidiary.

    Approval Status

    This is set to Pending Approval, by default.

    Next Approver

    Displays a value after the ECO enters the approval workflow, depending on the approval rule.

    Implementation Status

    Displays a value when the ECO is approved or implemented.

    For more information, see Setting Engineering Change Order Preference and Implementing Engineering Change Orders.

    Inactive

    Leave this box clear to keep the ECO record active.
    Note:

    Ensure you selected a subsidiary (NetSuite OneWorld) before entering product change details. You can select only those items and assembly items associated with the selected subsidiary.

    You enter BOM change details on the Product Changes subtab.

  3. Click Add BOM Changes.

  4. In the Add Change popup window, in the Action list, select the change action you want to add.

    Refer to the following table for instructions on each change action.

    Action

    Procedure

    Add

    1. In the Item field, enter the name of the item you want to add to a BOM.

      Note:

      The field returns search results as you enter text.

    2. Click Add BOM Change.

    3. In the change line-item:

      • Click the field under Assembly Item and enter the assembly affected by the change.

        The field returns search results while you enter text.

      • Under Quantity, enter the quantity of the item you want to add. The default value is 1.

      • Update the Change Component Yield field, as necessary. The field has no value if the Use Component Yield feature is not enabled for the affected assembly item.

        For more information, see Component Yield Preferences.

      • Select the BOM to which the item will be added.

        All BOMs associated with the affected assembly items are available for selection.

      • Select the affected Revision of the BOM.

      • Enter the New Revision of the BOM after the change is implemented.

      • Repeat Steps 2 and 3 to enter more Add change lines for the same item.

      Important:

      Changing the action or item removes any change line-items already added. To enter a replacement change or remove an item from a BOM, first save the open Add Change popup window. Refer to the Remove and Replace procedures in the following rows.

    4. Click Save.

    5. Review the change details and click Save.

    Remove

    1. In the Item field, enter the name of the item you want to remove from a BOM.

      Note:

      The field returns search results as you enter text.

    2. Click Add BOM Change.

    3. In the change line-item:

      • Click the field under Assembly Item and enter the assembly affected by the change.

        The field returns search results while you enter text.

      • The Quantity and Change Component Yield fields are disabled by default.

      • Select the BOM from which the item will be removed.

        All BOMs associated with the affected assembly items are available for selection.

      • Select the affected Revision of the BOM.

      • Enter the New Revision of the BOM after the change is implemented.

      • Repeat Steps 2 and 3 to enter more Remove change lines for the same item.

      Important:

      Changing the action or item removes any change line-items already added. To add or remove an item from a BOM, first save the open Add Change popup window. Refer to the Add and Replace procedures in this table.

    4. Click Save.

    5. Review the change details and click Save.

    Note:

    This change action removes the entire quantity of the item. The feature does not allow removal of partial quantity.

    Replace

    1. In the Item field, enter the name of the item you want replaced in a BOM.

    2. In the Item Replacement field, enter the replacement item.

      Note:

      The Item and Item Replacement fields return search results as you enter text.

    3. Click Add BOM Change.

    4. In the change line-item:

      • Click the field under Assembly Item and enter the assembly affected by the change.

      • Enter the Quantity of the item to be replaced.

      • Enter the Change Component Yield value. The field is disabled if the Use Component Yield feature is not enabled for the affected assembly item.

        For more information, see Component Yield Preferences.

      • Select the BOM in which the item will be replaced.

        All BOMs associated with the affected assembly items are available for selection.

      • Select the affected Revision of the BOM.

      • Enter the New Revision of the BOM after the change is implemented.

      • Repeat Steps 2 and 3 to add more Replace change lines for the same item.

      Important:

      Changing the action or item removes any change line-items already added. To add or remove an item from a BOM, first save the open Add Change popup window. Refer to the Add or Remove procedures in this table.

    5. Click Save.

    6. Review the change details and click Save.
    Important:

    You can update the product change details in the Add Change popup window. However, the primary information values on the ECO record cannot be changed.

    Note:

    Use the Process Changes, Notes, and Documentation / Files subtabs, as needed. Instructions are available in the following steps.

    Use the Process Changes subtab of the ECO record to enter process change information for documentation and approval purposes.

  5. Click the Process Changes subtab.

  6. In the Process Description field, enter details of the process change.

  7. The Date/Time field displays the timestamp of the record at save.

    If you edit the ECO record, the timestamp adjusts to the current date and time.

    Note:

    ECO records for process changes go through approval. Ensure that you create approval rules for these change types. For more information, see Approval Rules for Engineering Change Order.

  8. Click the Notes subtab.

  9. Name the information you are adding under the Title column.

  10. Add details under the Memo column.

  11. Select the Type of your note as needed.

  12. Select the Direction of your note as needed.

  13. Click Add.

  14. Repeat steps 9 through 13 to add more notes.

  15. Click the Documentation / Files subtab.

  16. Attach required or relevant documents and materials about the ECO. For information about attaching files, refer to Working with Files.

  17. Click Save when the ECO record is complete.

Related Topics:

Copying an Engineering Change Order Record
Approving or Rejecting Engineering Change Orders
Resubmitting Engineering Change Orders for Approval
Implementing Engineering Change Orders
Viewing Implementation Status
Viewing Approval History
Using Engineering Change Order

General Notices