View and Edit Change Details
A change order's General Information side tab is the starting point to access its basic information.
Here are some side tabs available on change orders (and change requests).
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General Information: the default or cover page of a change order.
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Affected Objects: items or documents that are the subject of the proposed change or modification.
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Attachments: text or graphic files, or URL, with more information about the change order; attachments are classified in a category.
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Workflow: the sequence of statuses through which the change order advances.
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Impact Analysis: impacted assemblies are those that are impacted by modifications to items or structures on this change order.
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Relationships: association between change order and another business object.
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Security: add team members to the change order; search and select by Person (user name) or by Role.
When the role is expanded into a comma separated list, the number of characters in the list should not exceed 2000.
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History: a table showing the sequence of actions performed on the change order.
Content Presence Indicators
When you open a change order, you can view blue side tabs, indicating the presence of content in them.
Icons for tabs that always have content or have content that is calculated upon selection are always gray in color. They include the General Information, Workflow, History, and Item Grade tabs.
General Information Tab
When you open a change order, the General Information tab is displayed. You can fill in attributes for the change order. The change order number can be filled in during creation, or, depending on the configuration, it can be automatically generated.- Attributes such as descriptive and extensible flexfields set up by your administrator. Depending on the configuration, you can enter up to 4000 characters in the descriptive flexfield.
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Trading Partner Reference attributes such as Customer, Supplier, Manufacturer, and Source are associated to changes such as change orders, change requests, problem reports, and corrective actions. These attributes also appear for supplier portal users.
- Change types that are created based on a predefined change type inherit the attribute visibility configuration of the parent change type.
- Use the Manage Change Header Attributes action in Additional Workflow Controls to allow or disallow participants from modifying the general information.
- Affected objects in engineering change orders and change orders without revision control can include engineering objects.
- Affected objects in commercialization change orders can include engineering objects that are ahead of the design lifecycle phase, and non-engineering objects.
Attachments Tab
Click the Attachments side tab, the Attachments page displays. Files can be associated with this change order using the + Add icon or Actions > Add. If you select a listed attachment, the X Delete icon and Actions > Delete are enabled.
When you want to modify an attachment, you must first distinguish the purpose and place where the attachment appears. An attachment on a change order is a document that further explains something about the change order itself. This attachment can be modified directly, as long as the change order is in an editable status; there's no need for an additional change order.
Attachments on items are managed with the mechanism of a change order, in which proposed modifications to the attachment are described, reviewed, and approved, much like proposed modifications to the item's design or attributes.