Enter an Engineering Change Order

Use the ECO Maintenance (ECO) program to enter, change or close an engineering change order (ECO). See Background and Road Map for more information.

Click NEW or enter NEW or # if you want the system to assign the next available number. Use the Numbering System Setup (XOC) program to set up an ECO order number scheme.

Enter a unique identifier for the change order you want to create. You can do this only if the Allow override? option is selected for Engineering Change Order in Numbering System Setup.

Enter data in these fields:

Field Name	Type / Max Length	Action / Description
Title	Required 45 alphanumeric	Enter the title of the change order.
Project	Optional 45 alphanumeric	Enter the title of the project associated with this ECO.
Image type	Optional	Select the type of the graphic file that contains an image of this item. For example you can have a picture of this item, a scanned engineering drawing, or specs in PDF format. See The View Button.
Block further changes	Optional	Select if you want to prevent any modification to the change order after it is created, or leave blank if you do not.
Priority	Optional	Select a code that indicates the level of priority.
Requested by	Optional 5 alphanumeric	Select the user code associated with the name of the person requesting the change order.
Requested date	Optional 10 date	Enter or select the date on which the change order is requested.
Mfg approval	Optional 5 alphanumeric	Select the user code of the person in the quality manufacturing department designated to pre-approve the change order.
Mfg date	Optional 10 date	Enter or select the date on which pre-approval by manufacturing is was completed.
QC approval	Optional 5 alphanumeric	Select the user code of the person in the quality control department designated to pre-approve the change order.
QC date	Optional 10 date	Enter or select the date on which pre-approval by quality control was completed.
Eng approval	Optional 5 alphanumeric	Select the user code of the person in the engineering department designated to pre-approve the change order.
Eng date	Optional 10 date	Enter or select the date on which pre-approval by engineering was completed.
Misc approval	Optional 5 alphanumeric	Select the user code of any person designated to pre-approve the change order.
Misc date	Optional 10 date	Enter or select the date on which this miscellaneous pre-approval was completed.
Drawing number	Optional 20 alphanumeric	The drawing number entered is used as a default for ECO details to facilitate entry when a single drawing covers multiple item numbers. The Documents button allows the operator to view the drawing.
Prerequisite ECO	Optional 12 alphanumeric	The ECO number that has to be processed before this ECO can be processed. If entered, it must be processed before this ECO can be processed.

Enter authoring and other data in these fields:

Field Name	Type / Max Length	Action / Description
ECO writer	Optional 5 alphanumeric	Select the user code associated with the user name of the person writing the change order.
ECO rev no	Optional 4 alphanumeric	Enter the ECO's revision number.
Rev date	Conditional 10 date	Enter the ECO's revision date.
Approval due date	Optional 10 date	Enter the date by which sign off approval should be completed.
Approval sent date	Display only	The date the ECO was sent for sign off approval is displayed for information.
Implementation due date	Optional 10 date	Enter the date by which implementation approval should be completed.
Implementation sent date	Display only	The date the ECO was sent for implementation approval is displayed for information.

The following Cost related values are displayed for information. These costs were manually assigned to the ECO:

Field Name	Type / Max Length	Action / Description
ECO costs	Display only	Accumulated ECO costs for the ECO; use the Costs/ECO costs button to display the associated details.
Misc costs	Display only	Accumulated miscellaneous costs for the ECO; use the Costs/Misc costs button to display the associated details.
Total costs	Display only	The sum of ECO costs and miscellaneous costs.

When you complete entries or click OK, the program displays the message Change order no [number] has been created.

Choose the appropriate options:

Do This

Change a field

Move the cursor to the field and make required changes.

Accept changes and leave the ECO displayed

Click Apply.

Exit without accepting changes or creating this change order (if a new entry)

Click Cancel.

Enter notes and enter the reason for creating or revising the change order

Click Notes and then:

Click	To
Reason for change	Enter the reason for creating or revising the ECO.
Revision	Enter notes pertaining to a revision to the ECO. See Enter or Change Notes.
Implement	Enter notes pertaining to the implementation of the ECO. See Enter or Change Notes.
Risk	Enter notes pertaining to risk assessment. See Enter or Change Notes.
Exit	Return to the program.

Enter or change data in custom fields your company uses

Click User. See Enter Data in User and Shadow File Fields.

This button displays only if you have set up user fields for this program in the User Fields Maintenance (XMO) program.

Close this engineering change order

Click Close ECO. See Close an Engineering Change Order.

Select the compliance, effectivity, and type of change codes for this change order

Click ECO impact and then:

Click	To
Compliance	Select compliance codes. See Select ECO Compliance Codes.
Effectivity	Select effectivity codes. See Select ECO Effectivity Codes.
Type of chg	Select the type of change codes. See Select ECO Type of Change.
Risk	Select risk assessment codes. See Risk Assessment.
Back	End this action.

Select the required signoffs for this change order

Click Sign off. See Select ECO Signoffs.

Select the required implementation signoffs for this change order

Click Implement. See Select ECO Implementation Signoffs.

Maintain ECO costs, view the cost summary, and calculate costs

Click Costs and then:

Click	To
ECO costs	Enter standard change order costs. See Enter Standard ECO Costs.
Misc costs	Enter miscellaneous change order costs and descriptions. See Enter Miscellaneous Costs.
Cost roll up	Calculate ECO cost totals.
Cost summary	View old and new materials costs See Enter Engineering Change Order Items.
Back	End this action.

Select or create the item numbers required for the change order

Click ECO items.
See Select Engineering Change Order Items or Create a New Engineering Change Order Item.

Send out notifications for approval signoff

Click Appvl/Signoff. See Background for more information.

Send out notifications for implementation approval signoff

Click Appvl/Implement. See Background for more information.

Print the engineering change order

Click Print ECO. See Print or Reprint Documents.

Display related information

Click View. See The View Button.

View or import documents associated with the ECO

Click Documents.

Click View to view archived and imported documents, See Display Document Archive. The View button is active only if archived documents are available.
Click Import to import a document for this invoice.

See Document Archiving and Document Import for more information.

Accept the data and exit the screen

Click OK.

When you click OK or another button, the program displays the message Change order no [number] has been created.

Click OK.

Choose the appropriate options:

To	Do This
Display the selected record	Click OK.
Enter a new change order	Click New.
Exit the program	Click Exit.