Take Action on Changes

Here are some of the actions available on the Actions menu of a change in the Product Development work area:

• Change Order Details Report: generate a report of the change order. You can choose a template, format, and locale. To generate this report, you must have the following roles:

  BI Consumer and EGO_GENERATE_ITEM_CHANGE_ORDER_REPORT_PRIV_OBI.

  Note: If the column width in a multi-row table on the report exceeds the page width, the content is truncated in the PDF format. It’s recommended to use the HTML format in such cases.

• Delete: mark the change order for deletion and add it to a delete group.

  You can create a new delete group or add the change order to an existing group. Note that you must perform this action from the Product Information Management work area.

  You must then confirm the deletion using Manage Delete Group available in the Tasks panel. The change order must meet the deletion constraints so that the affected object isn't used in any other structure.

  In case you want to again use the change order and it can't be deleted due to constraints, you can restore the change order using Actions > Delete on the Edit Delete Group page. For more information, see Group Deletions of Items, Structures, New Item Requests, and Change Orders.

• Send Object: works for items, documents, and change orders. A message about the business object is sent to another user.

  Messages displaying the list of recipients can be sent to a single user or multiple users. If there's a need to restrict a user from viewing the recipient list, it's recommended to send notifications to a single user.

• Audit: create an audit report on a change order. Select Audit, and select a status from the fly-out list. This generates the audit. (Which statuses are displayed depends on workflow definition.) Now, click the Audit Results side tab. The audit checks for any problem or violation of the entry or exit criteria on the Status changes in the workflow of the change order. The Audit Results lists all these as well as more general issues with the change order.

• Download Attachments: appears on the list when this change order has one or more attachments. Selecting the action opens a dialog box. You can choose from options and specify which attachments you want to include in your download.

• Publish: publish engineering change orders to an XML report. A process ID is generated for each report. To view the report, click Tasks > View Scheduled Process and enter the process ID.

• Move Change Lines: move the selected affected objects to a new change order within the same organization.

• View Reports: view and launch preconfigured reports for change orders.