Costpoint Online Help

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Using the Help Search
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Customer Information Tab

Use this tab to view customer information related to this ECN.

Contents

Field Description
ECP

Enter Engineering Change Proposal (ECP) number assigned to this ECN.

Rev

Enter the current revision of the ECP number assigned to this ECN.

Type

From the drop-down list, select current type of the ECP. Valid options are:

  • Not Applicable
  • Formal
  • Preliminary
Customer

Enter, or click to select, the customer ID to which this ECN applies. This field must contain a valid ID from the Manage Customers screen in Costpoint Accounts Receivable.

The unlabeled field to the right displays the customer name associated with the ID.

Address

Enter, or click to select, the address code of the customer to which this ECN applies. This field must contain a valid address code for the selected customer.

Cust Submittal Date

Enter the date on which the ECP was submitted to the customer in this optional field.

Customer Approval

Field Description
Required

Select this check box if a customer is required to approve this ECN. If the Customer Approval Method field on the Configure Engineering Change Notice Settings screen is P - Approval Proc, this check box is disabled. If the Customer Approval Method field is M - Manual on the Configure Engineering Change Notice Settings screen, this check box takes the value of the Customer Approval Required check box on the Manage Engineering Change Types screen.

Need Date

Enter the date on which customer approval is needed by in this optional field. This field is disabled if the Default Customer Approval Required field is selected on the Manage Engineering Change Types screen.

Status

From the drop-down list, Select the current status of the customer approval:

  • Not Required
  • Pending
  • Approved
  • Rejected

The default is Not Required. This field is disabled and displays Not Required if the Default Customer Approval Reqd field on the Manage Engineering Change Types screen is N (No), or if you did not select the Customer Approval Required check box. This field will be also be disabled if the Customer Approval Method field is P - Approval Proc on the Configure Engineering Change Notice Settings screen.

Date

Enter the date on which the customer approved this ECN. If the Customer Approval Required field is not selected on the Manage Engineering Change Types screen, this field is disabled.

Customer Representative

Field Description
Title

Enter, or click to select, the title of the customer representative responsible for this ECN. This field must contain a valid contact title from the Contacts subtask of the Manage Customers screen.

Last Name

Enter, or click to select, the last name of the customer representative responsible for this ECN. This field must contain a valid last name from the Contacts subtask of the Manage Customers screen.

First Name

Enter the first name of the customer representative responsible for this ECN.

Phone

Enter the telephone number of the customer representative responsible for this ECN.

Fax

Enter the fax number of the customer representative responsible for this ECN.