Change Order Details Report

You can view the Change Order Details Report in a Microsoft Excel format, where you get to see information organized in separate tabs for detailed analysis.

The Change Order Details Report provides you information about the change order (Name, Type, Description) along with Line Item details (Item Details, Current and New Revision, Status), and Item Changes (Additional Attribute Changes). You can generate the report from a change.

Once you enable the opt in Generate Excel-Based Change Summary Report with Redline Information, you can see the report in an Excel-based format.

You can analyze the information provided in multiple sheets, which display change attributes (including extensible and descriptive flexfields), all the redlines made on the affected items, along with the change order header and attachment-related information.

Select the Change Order Detail Report option from the Actions menu of a change to generate the report. On the Change Order Report page, you can see these details:

• Template: ChangeOrderSummaryReport.xls

• Output Format: Excel (mhtml)

  Click Go.

Download the report in the .xls format and because it contains Macros, you must first unblock the security to run Macros. Here's how:

• Right-click the .xls file and select Properties.
• Select Unblock in the Security section on the General tab.

Note: If you open the report without unblocking the security settings, it prevents Macros from running, leading to discrepancies in the report.

If you don't opt in to the Generate Excel-Based Change Summary Report with Redline Information feature, you can still see the data, only that it will be an RTF-based report and not an Excel-based report.

Here are the sheets available in the Excel-based report:

Name of the Sheet	What it Displays
Change Order Information	Change header attributes, and descriptive flexfields and extensible flexfields on changes.
Affected Items	Affected item attributes with revision-specific redlines and lifecycle phase changes.
Item Attribute Redlines	Redlined attributes with the old and new attribute values for comparison.
Item Stucture Redlines	Item structure and its attribute redlines excluding reference designators and substitutes.
Item Structure - Reference Designator Redlines	Reference designator redlines on components.
Item Structure - Substitute Component Redlines	Substitute component redlines.
Item AML Redlines	AML (Approved Manufacturers List) attachment redlines.
Item Attachment Redlines	Redlines made on the affected item's attachment attributes.
Item Organization Redlines	Organization related redlines made on affected items.
Item Supplier Association Redlines	Redlines made on the supplier associations of an affected item.
Item Packs Redlines	Information on the item packs linked to an affected item, along with its redlines.
Change Attachments	Updates made on the attachments linked to the change order.

Report Features

Change actions on all the sheets are color coded for clarity and better comprehension.

• When you add data, the cell is color coded in green.
• When you delete data, the cell is color coded in red. A red strikethrough appears against the deleted text.
• When you update data, the cell is color coded in yellow.

If you redline an attribute the old and new values are populated in adjacent columns, with the old value showing up first (to your left) and the new value after that (to your right). The redlined attribute appears with a strikethrough (in red color) and the column header changes color (turns yellow).

All the new sheets listed in the table may not be available for all the changes. Here are some examples:

• A change request won't include any redline information sheets because you can’t redline any fields in the change request.
• If there’s no information related to the change in a particular sheet, that sheet is automatically hidden in the report.

Only the data available for you in the UI is included in the report you generate, for a change. If you're restricted from viewing certain data in the UI, the same restriction will apply to the data in the report.

Points to Consider

• The Change Order Details Report is enabled for engineering change orders, change orders without revision control, commercialization change orders, and change requests.
• Item Main, Item Structure Attributes, and Item Basic are attribute columns that are populated in the Item Packs Redline sheet.
• The data security applicable for the UI of the change applies to all sheets in the report, except for the Item Attachment Redlines and Change Attachments sheets.
• Once you opt in to the Generate Excel-Based Change Summary Report with Redline Information feature, the older RTF-based report (including the configurations made on the report) won’t be available.