ECN DETAIL

Use this subtask to view detail information about the ECN. You can also add new lines in this subtask.

ECN

This non-editable field displays the ECN ID from the main screen.  The ECN description displays in the non-editable field to the right.

ECN Related Charges

Project

Enter, or use Lookup to select, the project ID to be charged by activities related to this ECN. This optional field of up to 30 alphanumeric characters must have a valid project ID and abbreviation from the Maintain Project Master screen in Costpoint Project Setup.

Project Abbrev

The abbreviation for the Project to be charged by activities related to this ECN displays in this field but can be changed. This unlabeled optional field of up to six alphanumeric characters must have a valid project ID and abbreviation from the Maintain Project Master screen in Costpoint Project Setup.

Account

Enter, or use Lookup to select, the account ID to be charged by activities related to this ECN. This optional field of up to 15 alphanumeric characters must be a valid account ID from the Maintain Accounts screen in Costpoint General Ledger.

Organization

Enter, or use Lookup to select, the name of the organization to be charged by activities related to this ECN. You can enter up to 20 alphanumeric characters in this optional field.

Org Abbrev

Enter the abbreviation of the organization to be charged by activities related to this ECN. You can enter up to six alphanumeric characters in this unlabeled optional field.

Estimated Cost

Nonrecurring

Enter up to 13 numeric characters in this optional field for the total estimated nonrecurring expenses to be incurred by implementing this ECN. The default is zero.

Recurring Unit

Enter up to 13 numeric characters in this optional field for the estimated recurring expenses per unit to be incurred by implementing this ECN. The default is zero.

Traveler Printed

Select this checkbox if the ECN traveler has been printed.

CAGE

Enter, or use Lookup to select, up to six alphanumeric characters in this optional field for the CAGE ID affected by the ECN.

Creation Date

This non-editable field displays the date on which the ECN was entered.

Submitted for Approval Date

This field displays the date on which the ECN status changed to "I" (In Approval).

Internal Approval Date

This field displays date on which the ECN status changed to "A" (Approved).

Suggested Effective Date

Enter the default effective date in this optional field for all configuration changes for this ECN.

Planned Implementation Date

In this optional field, enter the date you plan to implement configuration changes for this ECN.

Implementation Date

This field displays the date on which the implementation took place.

Implementation Workflow

Enter, or use Lookup to select, the name of the workflow to start when the ECN is implemented. This optional field of up to 30 alphanumeric characters must contain a valid name from the Maintain Case screen in Costpoint Workflow. If you selected "N - No Workflow Notification" or "S - Use Standard Workflow" in the Workflow Method field in the EC Settings screen, this field will be hidden.

Note: You can establish a link between an approval process and a system workflow in Costpoint Workflow (under the Others folder) so that, when you initiate the workflow case, for example, the system sends a message to the next approver's user ID when the ECN Status is changed to "I" (In Approval) in the Maintain ECNs screen. Be sure to check with your Costpoint Administrator or Consultant regarding establishing additional workflow settings in Costpoint Workflow.

Impacted Projects

Project

Enter, or use Lookup to select, the project ID affected by the ECN. This required field of up to 30 alphanumeric characters must have a valid project ID from Maintain Project Master screen in Costpoint Project Setup. The first row defaults from the Project field in the ECN Related Charges group box.

Project Abbrev

Enter, or use Lookup to select, the project abbreviation affected by the ECN. This optional field of up to six alphanumeric characters must have a valid project abbreviation from Maintain Project Master screen in Costpoint Project Setup. The first row defaults from the Project Abbrev field in the ECN Related Charges group box.

Project Name

This non-editable field displays the name of project.

Approval

Enter "Y" (Yes) in this required field if this project will be used to determine which users can approve this ECN. The default for the first row is "Y" (Yes); it is "N"(No) for subsequent rows. You must select at least one project for approval if the assigned approval process contains one or more approval titles that validate users against assigned projects.

Prime Contract

The column displays the prime contract number if the project ID entered is for a top-level project. If the project entered is not top-level, the default value of the prime contract number from the top-level project ID will be displayed.