Product Engineering - Engineering Change Management

How To : Create an Engineering Change Request

Engineering change request can be made from several places in the application. The reason for this is to make it easy to create an ECR and in that way capture all comments, suggestions, issues, ideas, etc. around a product.

The Create Engineering Change Request wizard is available from the following documents:

  • Sales Order
  • Purchase Order
  • Service Order
  • Project
  • Production Order
  • Idea
  • Registered Measurement
  1. Choose the Lightbulb that opens the Tell Me feature icon (Alt+Q).
  2. Type, for example, Service Orders to open the list.
  3. Open an existing order and locate the Create Engineering Change Request wizard in the ribbon

Completing the Create Engineering Change Request wizard:

Field Explanation
First page
Title Type a short title for the request
Other fields are already populated based on the source document and the user.
Second page
Describe your change: Additional description besides the Title
Priority: Will be calculated from the selected Severity and Impact
Severity: Select one of: Low, Medium, High, Critical
Impact: Select one of: Low, Medium, High
Deadline: Select a date when you like the change to be ready
Type: Select Item or BOM
No: Specify the Item or BOM number
Location: Specify a location (will be captured in the app)
Picture: Upload a picture

To complete the wizard click Finish

See also

Reference

Engineering Change Management