Maintaining engineering changes
Menu path
Manufacturing ➔ Entries ➔ Engineering change
Introduction
In this screen, you can maintain, approve, and reject engineering changes. An engineering change activity is a record of the description and reason for creating and/or editing a Bill of Materials (BOM). Engineering changes are generated when the BOM for a manufactured item is changed. For more details on engineering change entry, see Creating and maintaining Bills of Materials.
Note: You can only see the menu path if the Use engineering change management check box is selected at System ➔ General ➔ Settings, under Manufacturing settings.
What version are you using?
The information in this document is based on product update 405. If you have versions lower than this, certain features explained here will not be applicable.
How do I edit engineering changes?
- Select the required engineering change activity.
- Click Edit.
- Make the necessary changes.
- Click Save.
- Click Close.
How do I approve engineering changes?
- Select the required engineering change activity.
- Click Approve. Alternatively, you can click Edit to view the details of the activity, and then click Approve.
- In the Approve/Reject screen, type a remark for the approval. Alternatively if you have clicked Approve in the Activities screen, type the remark at the Approve/Reject field.
- Click Save.
How do I reject engineering changes?
- Select the required engineering change activity.
- Click Reject. Alternatively, you can click Edit to view the details of the activity, and then click Reject.
- In the Reject screen, you can send an e-mail to the appropriate recipient to notify of the rejection by typing the e-mail address, and then clicking Send. Otherwise, click Skip.
- Click Close.
How do I reverse actions done on approved/rejected engineering changes?
- Select the required engineering change activity.
- Click Edit.
- In the Activities screen, click Reopen.
- Click Close.
Fields
Filter
Select the required option to filter the search that starts with or contains a certain letter or word. Select equal to to search for the exact letters or words.
Person
Type or select a person who filled in the engineering change information.
Status
Select Open, Approved, or Rejected to display the activities according to the selected status. Alternatively, select All to display all activities.
Item
Type or select an item code to display the activities that have this item registered.
Description
Type a full or partial description to search for the activities that match the description.
BOM versions
Type or select a BOM version to display engineering change activities for this version.
Columns
ID
This column displays the IDs of the engineering change activities.
BOM versions
This displays the BOM versions linked to the engineering change activities.
Description
This displays the descriptions of the engineering change activities.
Status
This displays the statuses of the engineering change activities.
Date changed
This displays the dates when the BOMs were modified.
Item
This displays the make items of the BOM versions.
Person
This displays the people who filled in the engineering change information, in other words, the people who modified the details of the BOMs.
Remarks
This displays the remarks filled in when the engineering changes are approved or rejected.
Buttons
Search
Click this to search for the activities based on the defined criteria.
Clear
Click this to reset the defined criteria.
Filter
Click this to display the defined criteria.
Approve
Click this to approve the engineering change activity or activities selected.
Note: This is enabled only if you have selected one activity or more. This will not be enabled if you have not selected an activity, or if the selected activity has already been approved or rejected.
Reject
Click this to reject the engineering change activity or activities selected.
Note: This is enabled only if you have selected one activity or more. This will not be enabled if you have not selected an activity, or if the selected activity has already been approved or rejected.
Edit
Click this to view or modify the details of the engineering change activity.
Note: This is enabled only if you have selected an activity.
Close
Click this to exit.
Related documents
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
|
Security level: |
All - 0 |
Sub category: |
|
Document ID: |
14.270.486 |
Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
Release: |
|
Attachment: |
|
Disclaimer |