Use this subtask to view customer information related to this ECN.
This field displays the ECN ID from the main screen. The unlabeled field to the right displays the description for the ECN ID.
Select this required checkbox if a customer is required to approve this ECN. If the Customer Approval Method field in the EC Settings screen is "P - Approval Proc," this field is disabled. If the Customer Approval Method field is set to "M - Manual" in the EC Settings screen, this field takes the value of the Default Customer Approval Reqd field in the EC Types screen.
Enter up to 15 alphanumeric characters in this optional field for the Engineering Change Proposal (ECP) number assigned to this ECN.
Enter up to three alphanumeric characters in this optional field for the current revision of the ECP number assigned to this ECN.
Select from the drop-down box the current type of the ECP. Choices are "Not Applicable," "Formal," and "Preliminary." This is a required field. The default is "Not Applicable."
Enter, or use Lookup to select, the customer ID to which this ECN applies. This optional field of up to 12 alphanumeric characters must be a valid ID from the Maintain Customer screen in Costpoint Accounts Receivable.
The unlabeled field to the right displays the customer name associated with the ID.
Enter, or use Lookup to select, the address code of the customer to which this ECN applies. This optional field of up to 10 alphanumeric characters must be a valid address code for the selected customer.
Enter the date on which the ECP was submitted to the customer in this optional field.
Enter the date on which customer approval is needed by in this optional field. This field is disabled if the Default Customer Approval Reqd field is "N" (No) in the EC Types screen.
Select the current status of the customer approval in this required field. The drop-down box offers the options "Not Required," "Pending," "Approved," and "Rejected." The default is "Not Required." This field is disabled and displays "Not Required" if the Default Customer Approval Reqd field in the EC Types screen is "N" (No), or if you did not select the Customer Approval Required checkbox. This field will be also be disabled if the Customer Approval Method field is "P - Approval Proc" in the EC Settings screen.
Enter the date on which the customer approved this ECN. This field is optional. If the Default Customer Approval Reqd field is "N" (No) in the EC Types screen, this field will be disabled.
Enter, or use Lookup to select, the title of the customer representative responsible for this ECN. This optional field of up to 20 alphanumeric characters must be a valid contact title from the Contacts subtask of the Maintain Customer screen in Costpoint Accounts Receivable.
Enter, or use Lookup to select, the last name of the customer representative responsible for this ECN. This optional field of up to 25 alphanumeric characters must be a valid last name from the Contacts subtask of Maintain Customer screen in Costpoint Accounts Receivable.
Enter up to 25 alphanumeric characters for the first name of the customer representative responsible for this ECN. This field is optional.
Enter up to 20 alphanumeric characters for the phone number of the customer representative responsible for this ECN. This field is optional.
Enter up to 20 alphanumeric characters for the fax number of the customer representative responsible for this ECN. This field is optional.
Enter up to 32,000 alphanumeric characters for the notes relating to the customer review/approval of this ECN. This field is optional.