Add an engineering change order (both ECO and Template)

An Engineering Change Order (ECO) outlines the proposed change to a part or a document and requests review and approval from the individuals who would be impacted or charged with implementing the change. Ideally, you should create an ECO for every change you want to make to a part or a document.

You can add an ECO template if you plan to make the same kind of engineering changes. An ECO template includes information on which you can base your changes. You can also include a standard list of recipients on the template’s broadcast distribution list.

To add an engineering change order

1. Open the ECO Summary (ECOSUM) page.

   1. Select Production Management > Production Transactions > Quality > Engineering Change Management > ECO Summary.

   Or

   2. Search for ECOSUM or ECO Summary in the Navigation box and then select ECO Summary.

   The ECO Summary (ECOSUM) page appears.

2. Add a new ECO:

   • To base the ECO on the existing data displayed on the page:

     1. On the toolbar, click Copy > Current.

        The Copying ECO Summary window appears.

     2. Select ECO, and click Accept.

   • To create a fresh ECO or a template:

     1. On the toolbar, click New.

        The Create New ECO Summary window appears.

        In the Start from a Blank Record dropdown, Blank is selected by default.

     2. In the Create as an ECO or a Template? dropdown, select ECO to create a new ECO, or select Template to create a new template.

     3. Click Accept.

3. Set information about the ECO:

   1. Click the Author lookup reference.

      The Lookup For Author window appears.

   2. Select the row that contains the required user name, and click Select.

      Or double-click the row that contains the required user name.

   3. In the Reason dropdown, select the reason for the ECO.

   4. In the Effectivity Date box, enter the date on which the ECO becomes effective.

4. Select the document or part for which you want to add the ECO:

   • To add an ECO for part:

     1. In the Option area, select Part Number.

     2. Refer Add an ECO for a part for more instructions.

   • To add an ECO for Sales Order:

     1. In the Option area, select Sales Order.

     2. Refer Add an ECO for a sales order for more instructions.

   • To add an ECO for Job Order:

     1. In the Option area, select Job Order.

     2. Refer Add an ECO for a job order for more instructions.

     It is not mandatory to select a document or part for the ECO. You may want to leave this information blank to reflect a change in a policy or procedure.

5. In the Change Information box, enter additional comments, if any.

6. On the toolbar, click Save. The ECO is added.

See the Related Information to set the broadcast distribution for this ECO.

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