MAINTAIN ECNs
Use this screen to create ECNs and submit them for approval. You can
use ECNs to identify and process changes to design and processing information.
ECNs can affect the part master, documents, bills of material, and routings
information. Once you have submitted an ECN for approval (i.e., the Status
field is set to "I - In Approval"), you cannot modify it in
this screen unless it is rejected later in the Approve ECNs screen. Also,
authorized users who are assigned to the Approval Process can maintain
approved ECNs in the Maintain Approved ECNs screen, depending on the settings
in the EC Approval Titles screen. Once all ECN information is approved,
you can implement the ECN in the Implement ECN Changes screen. All applicable
parts, MBOM assemblies and components, EBOM assemblies and components,
documents, and routings will be changed throughout Costpoint in accordance
with the configuration changes in the Maintain ECNs and Approve ECNs screens.
Because ECN information is generally critical to the quality of an
organization's product line, be sure to review all procedures and changes
carefully before implementing them.
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 want 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 create and submit ECNs before they have been approved.
When an existing ECN's Status is "P - Pending," "I
- In-Approval," "A - Approved," or "D - Documents
Updated," and you have selected the Provide
Warning for Parts and Documents with Open ECNs check box in
the EC Settings screen, the system displayd a warning message in this
application wherever the part is used. The warning message contains
the ECN ID and status code for each instance where the part exists.
Engineering Change Notice
Use the fields in this group box to provide basic information about
the ECN, including ECN type, class, and status.
ID
Required. Enter up to 15 alphanumeric characters for a new ECN. You
can leave this field blank for auto-assignment if there is an ECN ID in
the Last ECN ID
field in the EC Settings screen.
Rev
Required. This field displays zero when you enter a new ECN and save
it (select the Save button on
the toolbar). Whenever you change the ECN Status
from "R - Rejected" to "P - Pending," "I - In-Approval,"
or "A - Approved," the system increments this number by 1.
Type
Enter, or use 
to select, the ECN Type for which the
ECN is being created. This required field of up to six alphanumeric characters
must have a valid type from EC Types screen. This can be used to determine
the ECN Approval Process. For example, if you selected the ECN Type
radio button 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 populates the Approval
Process field for the ECN and is non-editable.
Class
From the drop-down list, select an ECN Class, either "I,"
"1.5," or "II." This can be used to determine the
ECN Approval Process. For example, if you select the ECN
Class radio button 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 populates the Approval
Process field for the ECN and is non-editable.
Date
Enter the date on which the ECN originated in this required field. This
field is populated by default with the current date.
Desc
Required. Enter up to 60 alphanumeric characters to describe the engineering
change.
Reason
Required. Enter, or use to select, a code for the reason
the engineering change was made. You must enter up to three alphanumeric
characters, and the code must be a valid reason code from the EC Reasons
screen.
Priority
Enter, or use to select, a code for the priority of
the engineering change. This field accepts a value of one alphanumeric
character, which must be a valid priority code from the EC Priorities
screen. The default value loads from the ECN Types screen.
Approval Process
You can update this 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 is populated by default with the approval
process assigned in the EC Settings screen. However, you can enter, or
use to select, an approval process this ECN is required
to pass through before implementation. This field accepts values of up
to eight alphanumeric characters, which must be a valid Approval Process
ID from the 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 you select
the ECN Type radio
button 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 populates this field and is non-editable.
Status
Use this drop-down list to select a status for this ECN. The options
are "A - Approved," "C - Closed," "D - Documents
Updated," "I - In Approval," "M - Implemented,"
"P - Pending," "R - Rejected," and "V - Void."
The default value is "P - Pending." Once you have submitted
an ECN for approval, that is, the Status
field is set to "I - In Approval", only an authorized user (one
who is assigned to the Approval Title) can modify it in the Approve ECNs
screen or Maintain Approved ECNs screen.
Hold
Select this check box to put the ECN on hold. This prevents the ECN
from being implemented.
Originator
Use the fields in this group box to provide basic information about
the ECN originator.
Employee
Enter, or use to select, the employee ID of the person
originating the ECN. This field accepts a value of up to 12 alphanumeric
characters, which must be a valid employee ID from the Basic Employee
Info screen in Costpoint Employee.
Name
Required. Enter up to 25 alphanumeric characters for the name of the
person originating the ECN. This editable field is populated by default
with the name when you enter the Employee ID.
Organization
Enter up to 20 alphanumeric characters for the organization to which
this ECN is linked in this optional field. If Org Security is on for Costpoint
Engineering Change Notices, this field is required. The Organization can
be used to determine the ECN Approval Process. For example, if you selected
the Organization
radio button 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 populates
the Approval Process
field for the ECN and is non-editable.
Phone
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 from
the EC Settings screen.
Parts Impacted
Use the fields in this table window to provide basic information about
parts that are involved in this ECN.
Line
This is an automatically numbered field.
Action Code
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 the selection is "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 field 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).
Original Part
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
be a valid part ID from the Basic Part Data screen in Costpoint Product
Definition. You should leave this field blank if the Action Code is
"A - Add." 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.
Original Rev
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
have a valid part revision from the Basic Part Data screen in Costpoint
Product Definition. You should leave this field blank if the Action
Code is "A - Add."
Original Part Description
This field displays the description of the Original Part.
Original Part Status
Enter, or use Lookup to select, the status that the ECN will assign
to the Original Part. This required field of one alphanumeric character
must 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.
Original Part Active
Enter "Y" (Yes) to make this part active. Enter "N"
(No) if the part is inactive.
Original CAGE
This field displays the Commercial and Government Entity (CAGE) ID for
the Original Part.
Change-To 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 the Action Code is "V - New Rev," the
default value will be the Original Part ID. This field is required
for action codes "A - Add," "R - Replace," or "V
- New Rev." You must leave this field blank for action codes "C
- Change" 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.
Change-To Rev
Enter, or use Lookup to select, the part revision for the original part
the ECN will add to or replace. This optional field of up to three alphanumeric
characters must have a valid part revision from the Basic Part Data screen
in Costpoint Product Definition. If the Action Code is "V
- New Rev," the default value will be the next revision letter/number.
You must leave this field blank for action codes "C - Change"
or "O - Obsolete."
Change-To Part Description
Enter up to 60 alphanumeric characters in this optional field to describe
the part to be added by the ECN. If the selection for Action Code
is "R - Replace," the default will be the Original Part
description. This field is required for action codes "A - Add,"
"R - Replace," or "V - New Rev." It must be blank
for action codes "C - Change" or "O - Obsolete."
Change-To Status
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 are "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, the selection
in this field will default to the value in the Part Status drop-down
box 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.
Change-To MBOM Status
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 will be 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.
Change-To EBOM Status
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
will be 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.
This field cannot be "R - Released" if there are provisional
component parts in the EBOM Components subtask.
Change-To CAGE
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.
Make/Buy
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.
Copy Original Part Info
Enter "Y" (Yes) in this required field to copy all part information
from the original part to the new change-to part. You can change this
option when the Action Code is "R - Replace" or
"V - New Rev."
Replace In All BOMs
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."
Effective Date
Enter the date on which the proposed part changes are to become effective.
This is an optional field. When you add a new line, this field defaults
with the Suggested Effective Date from the ECN Detail subtask.
Material Disposition
Use the drop-down box to select a code to indicate the disposition of
the existing inventory for the affected parts. Options include "S
- Scrap," "R - Rework," "I - Reinspect," "N
- No Change," and "V - Update Rev." The default is "N
- No
Change."
Detail
Use this pushbutton to open the ECN
Detail subtask and view/maintain additional information about the
ECN.
Customer
Use this pushbutton to open the Customer
Information subtask and view/maintain customer information related
to this ECN.
Text
Use this pushbutton to open the ECN
Standard Text subtask and view/maintain standard text linked to this
ECN.
Documents
Use this pushbutton to open the ECN
Documents subtask and view/maintain the list of documents affected
by this ECN.
Part Docs
Use this pushbutton to open the Part
Documents subtask and view/maintain the list of document links for
the selected part to be affected by this ECN. For action codes "C
- Change" or "O - Obsolete," the subtask will reference
the original selected part. For all other action codes, the change-to
part will be referenced.
MBOM Comp
Use this pushbutton to open the MBOM
Components subtask and 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.
MBOM Chng Assy
Use this pushbutton to open the MBOM
Change-To Part Assemblies subtask and 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.
MBOM Orig Assy
Select this pushbutton to open the MBOM
Original Part Assemblies subtask and view/maintain the MBOM assemblies
where 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 an original part is loaded.
Notes
Select this pushbutton to open the ECN
Notes subtask and view/maintain notes for this ECN.
Approval
Select this pushbutton to open the ECN
Approval Detail subtask and view current information on approval status
of this ECN.
Groups
Select this pushbutton to open the ECN
Impacted Groups subtask and view/maintain the list of functional groups
affected by this ECN.
UDF Info
Use this pushbutton to open the User-Defined
Info subtask and view/maintain user-defined information related to
this ECN.
Routings
Use this button to open
the Routings subtask and
view/maintain the Routings of the selected part to be changed by the ECN.
For action codes "C - Change" or "O - Obsolete,"
this subtask references the original selected part. For all other action
codes, the change-to part will be referenced.
EBOM Comp
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 original
selected part. For all other action codes, this subtask will reference
the change-to part.
EBOM Chng Assy
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.
EBOM Orig Assy
Select this pushbutton to open the EBOM
Original Part Assemblies subtask and view/maintain the EBOM assemblies
where 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 an original part is loaded.