Documents Subtask

Use this subtask to view the list of documents affected by this ECN.

You can also add new lines in this subtask.

Table Window

Field Description
Line

This field displays the line number, which automatically increases by one for each line added.

Action Code

From the drop-down list, select the code for the action this ECN will perform on the existing document. Valid options are:

  • Add
  • Change
  • Reference
  • Replace
  • New Rev
  • Obsolete
Original Document Type

Enter, or click to select, the type of the original document to be affected by this ECN. This field must contain a valid type from the Manage Document Types screen in Costpoint Bills of Material. If the Action Code is Change, Replace, New Revision (to make a new revision of the document), or Obsolete, you must enter the original document information. If the Action Code is Add, this field must be null.

Original Document

Enter, or click to select, the original document ID to be affected by this ECN. This field must contain a valid document ID from the Manage Documents screen in Costpoint Bills of Material and Product Definition.

Original Rev

Enter, or click to select, the original document revision to be affected by this ECN. This field must contain a valid revision code associated with the document ID from the Manage Documents.

Original Document Name

This field displays the name of document selected in the Original Document field.

Original Document Status

From the drop-down list, select the proposed status of the original document. Valid options are:

  • Released
  • Obsolete
  • Unreleased

The default is the document status from the Manage Documents screen in Costpoint Bills of Material and Product Definition.

Original CAGE

This field displays CAGE ID of the original document.

Change-To Document Type

Enter, or click to select, the type of the change-to document ID to be affected by this ECN. This optional field of up to six alphanumeric characters must be a valid type from the Manage Document Types screen. If the Action Code is Add, New Revision, or Replace, you must enter the change-to document information. If the Action Code is New Revision, the system will load change-to document information. If the Action Code is Obsolete or Change, this field must be null.

Change-To Document

Enter, or click to select, the change-to document ID to be affected by this ECN. This field must contain a valid document ID from the Manage Documents screen.

Change-To Rev

Enter, or click to select, the change-to document revision to be affected by this ECN. This field must contain a valid revision code associated with the document ID from the Manage Documents screen.

Change-To Document Name

Enter the name of the change-to document. If change-to document already exist in Maintain Documents screen in Costpoint Bills of Material or Product Definition, the default is the name associated with change-to document ID.

Change-To Status

From the drop-down list, select the proposed status of the change-to document. Valid options are:

  • Estimating
  • Obsolete
  • Pre-Release
  • Released
  • Phase-Out
Change-To CAGE

Enter, or click to select, the CAGE code to which the change-to document is assigned. If the change-to document already exists, the default is the CAGE code associated with change-to document ID.

Change-To Media

Enter, or click to select, the type of media on which the change-to document is stored. This field must contain a valid media code from the Manage Document Media screen in Costpoint Bills of Material or Product Definition. If the change-to document already exists, the default is the media code associated with change-to document ID. If the Copy Original Document Data field is selected, the default is set to the media code associated with original document ID.

Change-To Size

Enter, or click to select, the size code of the change-to document. This optional field of up to two alphanumeric characters must be a valid size code from the Manage Document Sizes screen in Costpoint Bills of Material or Product Definition. If the change-to document already exists, the default is the size code associated with change-to document ID. If the Copy Original Document Data field is selected, the default is set to the size code associated with original document ID.

Change-To Location

Enter the location of the document. You can also select the Browse button to select a file location. If the change-to document already exists, the default is the location associated with change-to document ID. If the Copy Original Document Data field is selected, the default is set to the location associated with original document ID.

Change-To Maintenance Group

Enter, or click to select, the group responsible for maintaining this document. This field must contain a valid group from the Manage Document Maintenance Groups screen in Costpoint Bills of Material. If the change-to document already exists, the default is the maintenance group associated with change-to document ID. If the Copy Original Document Data field is selected, the default is set to the maintenance group associated with original document ID.

Effective Date

Enter, or click to select, the date on which the change-to document should become effective. The default effective date is from the ECN Detail subtask, or the current date if that has not been loaded.

Change-To Planned Release Date

Enter, or click to select, the date on which the change-to document should be released. The default is from the Select Planned Implementation Date group box of the Apply Engineering Change Notices screen.

Copy Original Document Data

Select this check box to copy the original document's data to the new change-to document. If the Action Code is Replace or New Revision, the default is Yes.

Replace Document for All Parts

Select this check box if the change-to document is to replace the original document in all existing references. If the Action Code is Replace or New Revision, this check box defaults as selected.

Change-To Notes

Enter the notes related to the change-to document should be released. The default value loads from the Select Planned Implementation Date group box of the Apply Engineering Change Notices screen.

Original Media

This field displays the media code of the original document.

Original Size

This field displays the size code of the original document.

Original Document Location

This field displays the location of the original document. While in this field, select the Browse button to select this document from within Costpoint. After you select the Browse button, a Select File dialog box displays which allows you to let you search network drives for the file.

Make sure the entire directory path is loaded, including full server title, volume name, and file name. We recommend that network drive letters not be used in this field unless all potential Costpoint users have this file location mapped to the same drive letter.

While in the Original Document Location field, select the Open button to view the file.