Use this screen to maintain ECNs regardless of the status. All the functions available in the Maintain ECNs screen are available here, but you can also reject an ECN, even if it has already been approved. You can also update ECNs that are in approval or have been fully approved and, depending on the ECN settings, modify ECNs that have already been implemented.
You cannot use ECNs to create new provisional parts or maintain existing provisional parts. You cannot enter Provisional Parts in the Original Part and Change-To Part fields in the main screen. Therefore, if you would like to modify an existing provisional part, you must convert it to a standard part (in the Convert Provisional Part to Standard Part screen in Costpoint Product Definition) before calling it out in an ECN. However, you can use provisional parts within an engineering BOM function for a standard part in an ECN.
Use this screen to modify ECNs regardless of status.
This group box provides basic information about the ECN, including ECN type, class, and status.
This field displays the selected ECN ID.
This field displays the selected ECN's revision number.
Enter, or use Lookup to select, the ECN type. This required field of up to six alphanumeric characters must contain a valid type from the EC Types screen. This can be used to determine the ECN Approval Process. For example, if the ECN Type radio button is selected in the EC Settings screen, and you populate the Type field with an ECN Type code that is assigned to an approval process (in the Engineering Change Types subtask in the EC Approval Processes screen), that approval process code will default into the Approval Process field for the ECN and cannot be changed.
Use the drop-down box to select an ECN class, either "I," "1.5," or "II." You can use this to determine the ECN approval process. For example, if the ECN Class radio button is selected in the EC Settings screen, and you populate the Class field with an Engineering Change Class code (e.g., Class I, Class 1.5, or Class II) that is already selected for an approval process (in the Engineering Change Classifications group box in the EC Approval Processes screen), that approval process code will default into the Approval Process field for the ECN and cannot be changed.
This field displays the date on which the ECN originated
Enter up to 60 alphanumeric characters in this required field to describe the engineering change.
Enter, or use Lookup to select, a code to identify the reason for the engineering change. This required field of up to three alphanumeric characters must contain a valid reason code from EC Reasons screen.
Enter, or use Lookup to select, a code of one alphanumeric character to indicate the priority of the engineering change. This optional field must contain a valid priority code from the EC Priorities screen. The default value loads from the EC Types screen.
You can update this optional field only when you have selected the Manual radio button in the Approval Process Assignment group box in the EC Settings screen. In this case, this field will default with the Approval Process assigned in the EC Settings screen. However, you can enter, or use Lookup to select, an approval process this ECN will be required to pass through before implementation. This field of up to eight alphanumeric characters must have a valid approval process ID from EC Approval Processes screen. The approval process code can also default based on the Type, Class, or Organization that you enter and the radio button that is selected in the Approval Process Assignment group box in the EC Settings screen. For example, if the ECN Type radio button is selected in the EC Settings screen, and you populate the Type field with an ECN Type code that is assigned to an approval process (in the Engineering Change Types subtask in the EC Approval Processes screen), that approval process code will default into this field and cannot be changed.
This field displays the selected ECN's status, which can be either "A - Approved," "C - Closed," "D - Documents Updated," "I - In Approval," "M - Implemented," "P - Pending," "R - Rejected," or "V - Void." Once you have submitted an ECN for approval (i.e., the Status field is set to "I - In Approval") in the Maintain ECNs screen, you can modify it only in the Approve ECNs screen or Maintain Approved ECNs screen. If the Approval Action is set to "R - Rejected," or if there is an Approval Title whose Action Code is "R" (Rejected) in the ECN Approval Detail subtask, you can modify the ECN in the Maintain ECNs screen and resubmit it for approval.
Select this checkbox to put the ECN on hold.
Use the fields in this group box to enter basic information about the ECN originator.
Enter, or use Lookup to select, the employee ID of the person originating the ECN. This optional field of up to 12 alphanumeric characters must contain a valid employee ID from the Basic Employee Info screen in Costpoint Employee.
Enter up to 25 alphanumeric characters for the name of the person originating the ECN in this required field. The default is from the employee ID.
Enter, or use Lookup to select, up to 20 alphanumeric characters for the organization to which the ECN is linked. This field is optional. If you have selected Org Security in Costpoint System Administration for Costpoint Engineering Changes Notices, this field is required. The Organization can be used to determine the ECN Approval Process. For example, if the Organization radio button is selected in the EC Settings screen, and you populate the Organization field with an organization that is assigned to an approval process (in the Link Organizations subtask in the EC Approval Processes screen), that approval process code will default into the Approval Process field for the ECN and cannot be changed.
Enter up to 20 alphanumeric characters for the phone number of the ECN originator. Enter up to six alphanumeric characters for the extension in the unlabeled field to the right of the phone number. The default value is based on the employee ID and the ECN Originator Phone Type Code field in the EC Settings screen. This is an optional field.
Use this table to provide basic information about parts that are involved in this ECN.
This is an automatically numbered field.
Use the drop-down box in this required field to select a code for the action the ECN will perform: to either add a new part, change an existing part, replace an existing part with another part, create a new revision of an existing part, or make an existing part obsolete. Choices are "A - Add," "C - Change," "R - Replace," "V - New Rev," and "O - Obsolete." If you select "O - Obsolete," the default value for Original Part Status will be "O - Obsolete." If you change the Action Code to "V - New Rev" after saving the record, you must re-enter the Original Part and tab out of the column in order to have the Change-To Part default with the new revision. If the Action Code is "R - Replace" or "V - New Rev," the Change-To Part (and Change-To Rev) must be different from the Original Part (and Original Part Rev).
Enter, or use Lookup to select, the existing part ID to be affected by the ECN. This optional field of up to 30 alphanumeric characters must contain a valid part ID from the Basic Part Data screen in Costpoint Product Definition. If the Action Code is "A - Add," you should leave this field blank. If the Action Code is "R - Replace" or "V - New Rev," the Change-To Part (and Change-To Rev) must be different from the Original Part (and Original Part Rev). You cannot enter provisional part IDs in this field.
Enter, or use Lookup to select, the part revision to be affected by the ECN. This optional field of up to three alphanumeric characters must be a valid part revision from the Basic Part Data screen in Costpoint Product Definition. You should leave this field blank when the Action Code is "A - Add."
This field displays the description of the part.
Enter, or use Lookup to select, the status the original part will be assigned by the ECN. This required field of one alphanumeric character can be "E" (Estimating), "O" (Obsolete), "P" (Pre-Release), "R" (Released), or "S" (Phase-Out). This field defaults with the original part's part status from the Basic Part Data screen in Costpoint Product Definition.
Enter "Y" (Yes) to make this part active.
This field displays the Commercial and Government Entity (CAGE) ID for the original part.
Enter, or use Lookup to select, the part ID for the original part this ECN will add to or replace. This is an optional field of up to 30 alphanumeric characters. If you selected an Action Code of "V - New Rev," the default value will be the original part ID. This field is required if the Action Code is "A - Add," "R - Replace," or "V - New Rev." You must leave it blank if the Action Code is "C - Change," "D - Delete," or "O - Obsolete." If the Action Code is "R - Replace" or "V - New Rev," the Change-To Part (and Change-To Rev) must be different from the Original Part (and Original Part Rev). You cannot enter provisional part IDs in this field.
Enter, or use Lookup to select, the part revision for the original part the ECN will add to or replace. This optional field of three alphanumeric characters must have a valid part revision from the Basic Part Data screen in Costpoint Product Definition. If you selected an Action Code of "V - New Rev," the default value will be the next revision letter/number. You must leave this field blank if the Action Code is "C - Change," "D - Delete," or "O - Obsolete."
Enter up to 60 alphanumeric characters in this optional field to describe the part to be added by the ECN. If the Action Code is "V - New Rev," the default will be the original part description. This field is required if the Action Code is "A - Add," "R - Replace," or "V - New Rev." You must leave this field blank if the Action Code is "C - Change," "D - Delete," or "O - Obsolete."
Enter, or use Lookup to select, the status code that the ECN will assign to the change-to part. This is an optional field of one alphanumeric character. The values for this field can be "E" (Estimating), "O" (Obsolete), "P" (Pre-Release), "R" (Released), or "S" (Phase-Out). If the Action Code is "A - Add," "R - Replace," or "V - New Rev," the default value will be "R" (Released); however, this field will default to the Part Status drop-down boxes in the MBOM Components, MBOM Change-To Part Assemblies, EBOM Components, and EBOM Change-To Part Assemblies subtasks when you save the record with one of these three action codes.
Enter, or use the drop-down box to select, the MBOM status that the ECN will assign to the change-to part. The choices are "R" (Released), "P" (Partially Released), and "U" (Unreleased). If the Action Code is "A - Add" or "R - Replace" and the change-to part is an MBOM assembly, the change-to part's MBOM status will default in this field but can be changed. If the Action Code is "V - New Rev" and the original part is an MBOM assembly, the original part's MBOM status will default in this field but can be changed. When you add a new line, this field is blank if the part is not an MBOM assembly, or if no component lines exist in the MBOM Components subtask. The value in the MBOM Status drop-down box in the MBOM Components subtask also defaults into this field when you save the record, depending on the action code.
Use the drop-down box to select the EBOM status that the ECN will assign to the change-to part. The choices are "R - Released" and "U - Unreleased." If the Action Code is "A - Add" or "R - Replace" and the change-to part is an EBOM assembly, the change-to part's EBOM status will default in this field but can be changed. If the Action Code is "V - New Rev" and the original part is an EBOM assembly, the original part's EBOM status will default in this field but can be changed. When you add a new line, this field is blank if the part is not an EBOM assembly, or if no component lines exist in the EBOM Components subtask. The value in the EBOM Status drop-down box in the EBOM Components subtask also defaults into this field when you save the record, depending on the action code. You cannot select "R - Released" in this field if there are provisional component parts in the EBOM Components subtask.
Enter, or use Lookup to select, the CAGE code for the part to be added by the ECN. This optional field is six alphanumeric characters. If the Action Code is "A - Add," "R - Replace," or "V - New Rev," the default is the original part's CAGE ID.
Enter "B" (Buy) if the change-to part is normally purchased and "M" (Make) if it is normally manufactured. If the Action Code is "A - Add," "R - Replace," or "V - New Rev," the default is the original part's make/buy code.
Enter "Y" (Yes) to copy all part information from the original part to the new change-to part. This field is required. You can change this option when the Action Code is "R - Replace" or "V - New Rev."
Enter "Y" (Yes) to replace the original part with the change-to part wherever it is found as a component in a BOM. The default is "N" (No). You can change this option when the Action Code is "R - Replace" or "V - New Rev."
Enter the date on which the proposed part changes are to become effective. This field is optional. When you add a new line, this field defaults with the Suggested Effective Date from the ECN Detail subtask.
Enter "Y" (Yes) to increase the revision of all assembly parts that have the original part as a component. This option is currently available only if you did not select the Allow Multiple Revisions checkbox in the Product Definition Corporate Settings subtask of the Product Definition Settings screen.
Enter, or use the drop-down box to select, a code to indicate the disposition of the existing inventory for the affected parts. Options are "S - Scrap," "R - Rework," "I - Reinspect," "N - No Change," and "V - Update Rev." The default is "N - No Change."
Use this pushbutton to open the ECN Detail subtask, where you can view/maintain additional information about the ECN.
Use this pushbutton to open the Customer Information subtask, where you can view/maintain customer information related to this ECN.
Use this pushbutton to open the ECN Standard Text subtask, where you can view/maintain standard text linked to this ECN.
Use this pushbutton to open the ECN Documents subtask, where you can view/maintain the list of documents affected by this ECN.
Use this pushbutton to open the Part Documents subtask, where you can view/maintain the list of document links for the selected part to be affected by this ECN. If the Action Code is "C - Charge," "D - Delete," or "O - Obsolete," this refers to the selected original part. For all other action codes, the change-to part will be referenced.
Use this pushbutton to open the MBOM Components subtask, where you can view/maintain the MBOM components of the selected part to be changed by the ECN. For action codes "C - Change" or "O - Obsolete," this subtask will reference the selected original part. For all other action codes, this subtask will reference the change-to part.
Select this pushbutton to open MBOM Change-To Part Assemblies subtask, where you can view/maintain the MBOM assemblies that use the original part. This pushbutton is enabled if the Action Code is "A - Add," "R - Replace," or "V - New Rev" and the Change-To Part is populated for the selected line in the main screen.
Select this pushbutton to open MBOM Original Part Assemblies subtask, where you can view/maintain the MBOM assemblies in which the Original Part is a component. This subtask is enabled if the Action Code of the selected line in the main screen is "R - Replace," "V - New Rev," "O - Obsolete," or "C - Change" and you have entered an Original Part.
Select this pushbutton to open the ECN Notes subtask, where you can view/maintain notes for this ECN.
Use this pushbutton to open the ECN Approval Detail subtask, where you can view current information on approval status of this ECN.
Use this pushbutton to open the ECN Impacted Groups subtask, where you can view/ maintain the list of functional groups impacted by this ECN.
Use this pushbutton to open the User Defined Info subtask, where you can view/maintain user-defined information related to this ECN.
Use this button to open the Routings subtask, where you can view/maintain the routings of the selected part to be changed by the ECN. If the Action Code is "C - Change," "D - Delete," or "O - Obsolete," this refers to the selected original part. For all other action codes, the change-to part will be referenced.
Use this pushbutton to open the EBOM Components subtask and view/maintain the EBOM components of the selected part to be changed by the ECN. For action codes "C - Change" or "O - Obsolete," this subtask will reference the selected original part. For all other action codes, this subtask will reference the change-to part.
Use this pushbutton to open the EBOM Change-To Part Assemblies subtask and view/ maintain the EBOM assemblies that use the original part. This pushbutton is enabled if the Action Code is "A - Add," "R - Replace," or "V - New Rev" and the Change-To Part is populated for the selected line in the main screen.
Select this pushbutton to open the EBOM Original Part Assemblies subtask and view/ maintain the EBOM assemblies in which the original part is a component. This subtask is enabled if the Action Code of the selected line in the main screen is "R - Replace," "V - New Rev," "O - Obsolete," or "C - Change" and you have entered an Original Part.