Managing Engineering Change Order document
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Select the “Manage Engineering Change Order” link under Engineering Change Managements from the left pane.
The “Manage Engineering Change Order” page appears.
To create Engineering Change Document
Select the “Create” radio button to indicate you wish to create an Engineering Change Order document.
Enter the following for the document that you intend to create.
Eng. Change Order # |
The number identifying the Engineering Change Order document. Mandatory. |
In the “Basic Details” group box, enter the following.
Regulatory Authority |
Use the drop-down list box to select the regulatory authority that has mandated the change for which you intend to create the Engineering Change Order document. Mandatory. The drop-down list box displays the ‘Active’ regulatory authorities defined in Common Master. |
Effec. From Date |
The date on and after which the document becomes effective for adherence. |
User Status |
Use the drop-down list box to select the user-defined status of the document. The drop-down list box displays the Active quick codes defined under the quick code type ‘Eng. User-Status’ in the Create Quick Codes activity of Engineering Document. |
The “Basic Details” group box displays the following.
Status |
The status of the document: Fresh, Confirmed, Returned, Approved, Closed, Canceled or Short Closed. Note: Closed, Cancelled and Short Closed to be considered as the Terminating status. |
In the “Basic Details” group box, enter the following.
Source Doc. Type |
Use the drop-down list box to identify the type of the source document that initiated the creation of the Engineering Change Order document. Mandatory. The drop-down list box displays the following: External and Internal. |
Source Doc. # |
The number identifying the source document for the Engineering Change Order document. Mandatory. |
Doc. Category |
Use the drop-down list box to select the user-defined category to which the document belongs. The drop-down list box displays the Active quick codes defined under the quick code type ‘Eng. Doc. Category’ in the Create Quick Codes activity of Engineering Document . |
Doc. Date |
The date of creation of the Engineering Change Order document. |
Engineering Change Order Subject |
The purpose of the Engineering Change Order document. |
Enter the following in the “Execution Details” group box.
Priority |
Use the drop-down list box to select the priority for execution of the document. The drop-down list box displays the Active priority codes defined in the Manage Priority Codes activity of Logistics Common Master. |
Est. Man Hours |
The estimated man hours required for the implementation of the changes/updates envisaged in the change document. |
Est. Elapsed Time |
The amount of time already expended on the execution of the engineering change order. Use the drop-down list box to select the UOM for the spent time. The drop-down list box displays Hours, Minutes and Seconds. |
Comments |
Additional information on the objective of the document. Any guidelines, checklist and prerequisites relevant for the execution of the engineering change order. |
Key information up-front
At the onset of the page, the following critical breakup of pertaining to the changes proposed in the Engineering Change Order document is displayed in tiles across the page:
Summary: The count of changes against the entities: Product Structure, Process Plan, Drawings- Product Structure, Drawings- Part, Drawings- Task and Additional Info.
Product Structure: The count of changes against the entity ‘Product Structure’.
Process Plan: The count of changes against the entity ‘Process Plan’.
Drawings: The count of changes against the entities: ‘Drawings- Product Structure’, ‘Drawings- Part’ and ‘Drawings- Task’.
Additional Info.: The count of changes against the entity Additional Info.
Continuing with Eng. Change Order
Click on the Summary, Product Structure, Process Plan, Drawings and Additional Info. tiles and record details.
Enter the following under the multiline.
File Name |
The file that you wish to attach to the engineering change order. Select the View File link to view the contents of the document. Help facility available |
Authorization Ref. # |
The authorization reference # for the |
Processing Comments |
Any guidelines on the implementation of the additional information |
Saving and Confirming Engineering Change Order
Click the “Save” pushbutton to create engineering change order and save the proposed changes.
The status of the Engineering Change Order document becomes ‘Fresh’.
Process Parameter dependency: The process parameters defined in the Define Process Entities activity of Common Master determines whether you can or cannot make changes in the product structure, process plan or drawing. The next table illustrates the impact of these process parameters on your ability to save changes in the document.
Entity Type |
Entity |
Process Parameter |
Values |
Impact |
Eng. Change Order |
Eng. Change Order |
Allow Product Structure revision without Eng. Change Order reference? |
0 / No
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The system does not allow changes in product structures, if an engineering change order has not been approved for the changes. |
1 / Yes |
The system allows changes in product structures even if no connected engineering change order exists. |
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Allow Process Plan revision without Eng. Change Order reference? |
0 / No
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The system does not allow changes in process plans, if an engineering change order has not been approved for the changes. |
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1 / Yes " |
The system allows changes in process plans even if no connected engineering change order exists. |
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Manage Drawings without Eng. Change Order reference? |
0 / No
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The system does not allow changes in drawings, if an engineering change order has not been approved for the changes. |
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1 / Yes |
The system allows changes in drawings even if no connected engineering change order exists. |
Click the Confirm” pushbutton.
The status of the Engineering Change Order document becomes ‘Confirmed’.
Approving and Returning Engineering Change Order
From the Approve button drop-down list box,
Select “Approve” to begin the implementation of the changes proposed by the document.
The status of the Engineering Change Order document becomes ‘Approved’.
Note: You can approve a document only if it exists in the ‘Confirmed’ status. Further, you are allowed to change only the line status of the entities in the Summary multiline, if the status of the engineering change order is ‘Approved’.
Select “Return” to return the document to the login user who has created it for further changes.
The status of the Engineering Change Order document becomes ‘Returned’.
Note: You can return a document only if it exists in ‘Confirmed’ status.
Closing and Canceling Engineering Change Order
From the Close button drop-down list box,
Select “Close”, if the changes in the affected entities have been successfully carried out in the product structure, process plan and/or drawing.
The status of the Engineering Change Order document becomes ‘Closed’.
Note: You can close a document only if the line status of all the entities is ‘Completed’ or ‘Short Closed’.
Select “Cancel”, if the document is no longer valid.
The status of the Engineering Change Order document becomes ‘Canceled’.
Note: You can cancel a document only if it exists in the ‘Fresh’ status.
Select “Short Close”, if you no longer want to process the document.
The status of the Engineering Change Order document becomes ‘Short Closed’.
Note: You can short close a document only if it exists in the ‘Approved’ status.
Modifying /viewing Engineering Change Order
Select the following to indicate whether you wish to view/edit or create an Engineering Change Order document.
View/Edit |
Select the radio button, if you wish to view or modify the Engineering Change Order document. |
Enter the following to specify the document details that you wish to update or view.
Eng. Change Order # |
The number identifying the document. Mandatory. |
Click the “Get” pushbutton to retrieve and display the document details in the page.
You can view the details of the requested document.
However, to change the details of the document, follow the procedures explained for creating an engineering change.
To proceed further
Select the “Manage Process Plan” link to incorporate the changes proposed in the Engineering Change Order document.
Select the “Manage Product Structure” link to incorporate the changes proposed in the Engineering Change Order document.
Select the “Manage Drawings” link to incorporate the changes proposed in the Engineering Change Order document.
Refer to OLH on Library Operations.
Select the “Upload Documents” link to attach documents associated with the engineering change order.
Recording general details of Engineering Change Order
Note: The Summary tile will be the default tile if you have opted to edit or view an engineering change order.
Click the “Summary” tile.
The multiline displays the following for the Engineering Change order document.
Entity Type |
The entity type of the entity against which changes are proposed in the Product Structure, Process Plan, Drawing and Additional Info. tiles of the document. The entity types can be : § Product Structure § Process Plan § Drawings-Product Structure § Drawings-Process Plan § Drawings-Part § Additional Info. |
Entity |
The entity against which changes are proposed in the Product Structure, Process Plan, Drawing and Additional Info. tiles of the document. The entities can be: § PS Part # § Process Plan # § Drawings-PS Part # § Drawings-Task # § Drawings-Part # § User-specified entity in the Additional Info. multiline |
Entity Class |
The class to which the entity belongs: PS Part # or Drawings PS Part #. |
Org. Rev. # |
The current Active revision of the product structure, process plan or drawing that the Engineering Change Order document aims to change/update. |
Updated Rev. # |
The new revision # of the product structure, process plan or drawing subsequent that the Engineering Change Order document aims to change/update. |
Update Rev. Status |
The status of the new revision of the product structure, process plan or drawings. |
Enter the following in the multiline.
Remarks |
An in-depth view of the changes proposed to be carried out on the entity. Mandatory. |
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Status |
Use the drop-down list box to indicate the status of the changes being implemented on the entity: Pending, In- Progress, Completed and Short Closed.
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Updated By |
The employee who updated/changed the Engineering Change Order document. Mandatory. Help facility available |
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Update Date & Time |
The date and time when the Engineering Change Order was update/changed by the employee. |
The multiline displays the following.
Last Modified By |
The login user most recently modified the Engineering Change Order document. |
Last Modified Date & Time |
The date and time when the Engineering Change Order document was most recently modified by the login user. |
Click the “Save” pushbutton to save recorded details.
Recording product structure details
Note: The Product Structure tile will be the default tile as you have opted to create an engineering change order.
Click the “Product Structure” tile.
Enter the following in the multiline.
PS Part # |
The part for which the product structure was developed. Mandatory. Help facility available |
PS Class |
The class to which the product structure belongs. Mandatory. |
Note: 1) A product structure is identified by the unique combination of PS part # and PS class. 2) The PS part # and PS class must not be a part of an engineering change order that currently exists in the Fresh, Confirmed or Approved status.
The multiline displays the following.
Org. Rev. # |
The Active revision of the product structure, process plan or drawing that the Engineering Change Order document aims to revise. |
Enter the following in the multiline.
Change Details |
An explanation of the details incorporated in the document since its creation. Mandatory. |
The multiline displays the following.
Open Work Order |
The count of shop work orders for the PS part # in the Draft, Planned or In-Progress status. |
Enter the following in the multiline.
Remarks |
Additional information on the product structure. |
Responsibility |
The code and name of the employee who is responsible for the implementation of the changes in the process plan. |
The multiline displays the following.
Last Modified by |
The login user who most recently changed the product structure. |
Last Modified Date & Time |
The date and time when the login user most recently changed the product structure. |
Enter the following in the multiline.
File Name |
The file you wish to attach to the entity. Help facility available |
Click the “File Name” link to view
The multiline displays the following.
View Attachment |
Data hyperlink to the file that contains the product structure. Click the link to view the file contents. Note: Documents are archived in the Library Operations component. |
Recording process plan details
Click the “Process Plan” tile.
Enter the following in the multiline.
Process Plan |
The process plan that is impacted by the Engineering Change Order document. Mandatory. Note: The process plan # must not be included in an engineering change order that currently exists in the Fresh, Confirmed or Approved status. Help facility available |
The multiline displays the following.
Org. Rev. # |
The Active revision of the product structure, process plan or drawing that the Engineering Change Order document aims to revise. |
Enter the following in the multiline.
Change Details |
An in-depth view of the changes/updates that must be incorporated in the product structure. Mandatory. |
Remarks |
Additional information on the process plan. |
Responsibility |
The code and name of the employee who is responsible for the implementation of the changes in the process plan. |
The multiline displays the following.
Last Modified By |
The login user who most recently modified the process plan. |
Last Modified Date & Time |
The date on which the user most recently modified the process plan. |
Enter the following in the multiline.
File Name |
The file you wish to attach to the entity.. Help facility available |
The multiline displays the following.
View Attachment |
Data hyperlink to the file that contains the process plan. Click the link to view the file contents. Note: Documents are archived in the Library Operations component. |
Click the “Save” pushbutton to save recorded details.
Click the “Drawings” button.
Select the following:
Entity |
Use the drop-down list box to select the entity for which you want to record changes in the drawing. The drop-down list box displays the following: PS Part, Task and Part. |
Enter the following in the multiline.
PS Part # |
The product structure part whose drawing must be revised based on the change details proposed in the engineering change order. Note: The PS part # must not be included in an engineering change order that currently exists in the Fresh, Confirmed or Approved status. |
PS Class |
The PS class for the PS part # for which the drawing was developed. |
The multiline displays the following.
Org. Rev. # |
The Active revision of the product structure, process plan or drawing that the Engineering Change Order document aims to revise. |
Enter the following in the multiline.
Task # |
The task whose drawing must be revised based on the change details proposed in the engineering change order. Note: This field is available only if you have selected ‘Task’ in the Entity drop-down list box. Help facility available |
Part # |
The BoM part whose drawing must be revised based on the change details proposed in the engineering change order. Note: This field is available only if you have selected ‘Part’ in the Entity drop-down list box |
Doc. # |
The document that contains the drawing to which the changes proposed in the order are applicable. Help facility available |
Document Title |
The title of the document that contains the drawing. |
Change Details |
The changes/updates that must be incorporated in the drawing. |
Responsibility |
The code and name of the employee who is responsible for the implementation of the changes/updates in the drawing. |
The multiline displays the following.
Last Modified By |
The login user who most recently modified the drawing. |
Last Modified Date & Time |
The date on which the user most recently modified the drawing. |
Enter the following in the multiline.
File Name |
The document you wish to attach to the entity. Help facility available |
The multiline displays the following.
View Attachment |
Data hyperlink to the file that contains the drawing. Click the link to view the file contents. Note: Documents are archived in the Library Operations component. |
Click the “Save” pushbutton to save recorded details.
Recording additional information
Click the “Additional Info.” button.
Enter the following in the multiline.
Entity |
Use the drop-down list box to select the entity for which you want to record additional information. The drop-down list box displays the following: PS Part #, Task # and Part #. |
Change Details |
The in-depth view of the changes/updates to be effected in the entity. |
Responsibility |
The code and name of the employee responsible for the implementation of the change in the entity. |
The multiline displays the following.
Last Modified By |
The login user who most recently modified the additional information. |
Last Modified Date & Time |
The date and time when the login user most recently modified the additional information. |
Enter the following in the multiline.
File Name |
The file you wish to attach to the entity. Help facility available |
The multiline displays the following.
View Attachment |
Data hyperlink to the file. Click the link to view the file contents. Note: Documents are archived in the Library Operations component. |
Click the “Save” pushbutton to save recorded details.