Use this screen to define how Costpoint Engineering Change Notices (ECNs) will operate. You can define the ECN ID scheme, how you want to conduct ECN approvals, and how you want to link Costpoint Engineering Change Notices with Costpoint Workflow. You can also use it to define how Costpoint Engineering Change Notices will interface with the other modules in the Materials folder. You can restrict changes to Costpoint Bills of Material and Costpoint Routings by forcing certain modifications to be processed through ECNs. You can also have the system warn users whenever they call out a part or document that is referenced in an open ECN.
Set up this screen after initializing the system and before you create ECNs. You can change the settings as needed. In order for the change to take place, you have to log out of Costpoint and log in again.
To use the system auto-assign feature, enter, or use Lookup to select, the last ECN ID. You can enter up to 15 alphanumeric characters in this optional field, but the last four characters must be numeric so the system can automatically increment the number.
Use the drop-down box to select whether a change can be made to a part, a revision, either, or none for a Class I ECN. Choices are "P - Part Change," "R - Rev Change," "E - Either," or "N - Not Allowed."
Use the drop-down box to select whether a change can be made to a part, a revision, either, or none for a Class 1.5 ECN. Choices are "P - Part Change," "R - Rev Change," "E - Either," or "N - Not Allowed."
Use the drop-down box to select whether a change can be made to a part, a revision, either, or none for a Class II ECN. Choices are "P - Part Change," "R - Rev Change," "E - Either," or "N - Not Allowed."
Select this radio button to turn off the approval process for ECNs.
Select this radio button to have all ECNs go through the same approval process.
Select this radio button if you want to manually select approval processes when the ECN is created.
Select this radio button to have the system automatically assign approval processes based on ECN Organization.
Select this radio button to have the system automatically assign approval processes based on ECN Type.
Select this radio button to have the system automatically assign approval processes based on ECN Class.
If you selected the Manual or Global radio buttons, enter, or use Lookup to select, the ECN approval process code. You must enter a valid approval process (of up to eight alphanumeric characters) from the EC Approval Processes screen.
Select this checkbox if you want the system to provide a warning message every time a part or document with an open ECN is accessed in other modules in Costpoint.
Use the drop-down box to select how you want ECNs to be integrated with Costpoint Workflow. Choices are "N -No Workflow Notification," "S - Use Standard Workflow," "C - Use Custom Workflow," or "B - Use Both."
Enter, or use Lookup to select, the name of the workflow the ECN process should initiate when an ECN is implemented.
Enter up to six alphanumeric characters in this optional field. This phone type code will be used to look up the phone number in the Employee master file when loading an ECN originator's phone number.
Use the drop-down box to select how customer approval information should be recorded for ECNs, either "M - Manual" or "P - Approval Proc." You can enter customer approval manually in the Maintain ECNs screen. The "P - Approval Proc" option assumes the customer approval is handled as part of the electronic approval process.
Select this pushbutton to access the ECN Corporate Settings subtask. You will have access to the settings in this subtask if your user ID has maintenance rights for the company ID when you first log into Costpoint.