Product Engineering - Engineering Change Management
How To : Process an Engineering Change Request
The person responsible for the for the Engineering Change Requests can see in his role centre IEM-ECR Manager the number of ECR's and their status.
To review the impact of the ECR the user can run the Impact Report from the ECR ribbon which will show the inventory on hand, the replenishment orders as well as the sales orders.
The process of the ECR is controlled through a STAEDEAN Lifecycle. The states must represent the company's business process for handling ECR's. The ECR status field is updated through the settings table of the LifeCycle.
The ECR Lifecycle is also integrated with the Dynamics 365 Business Central Document Approvals which means an approval request is created from the Lifecycle.
Note:
To run the Impact report:
- Choose the
icon (Alt+Q) - Type Engineering Change Requests to open the list of ECR's
- Select an ECR from the list and double click to open.
- Locate ECR Cost Impact Report in the ribbon and click to open the Report's request page.
The ECR status codes
In the legacy versions of ECR (Dynamics NAV) the status codes were set through a Lifecycle. The app versions no longer support LifeCycle instead the flow of status codes is handled as follows:
App status codes
Approval is handled through Business Central's Workflow. ECM is shipped with a template to Create a Workflow from Template. Once created you need to set an approver and enable the workflow.
- Open - Initial status of the ECR
- Pending Approval - Status when approval is requested, the status is set by the Send Approval Request action.
- Approved - Status when approved, the status is set by the return value of the Approval Workflow
- Rejected - Status when rejected, the status is set by the return value of the Approval Workflow
- Processed - Status when processed by the connector
See also
Reference