Create a New Engineering Change Order Item

When you click ECO items or click Costs and then click Cost summary from the ECO Maintenance (ECO) program you can create new items, select items, and enter new materials costs, engineering change levels, and operation sequences. See Background and Road Map for more information.

Click Add if items exist.
Enter a unique item number (24 alphanumeric characters maximum).

Note
Do not use special characters such as: +, -, ?, #. <, >, !, @, /, ., [, or ] as a single-character item number. However, you can use special characters as the first character in a string of characters.

If the item number is used in the Project Maintenance (PSM) program, this program displays the Item already exists in Project Item Maintenance message. Click OK. Enter another number.

Enter data in these fields:

Field Name

Type / Max Length

Action / Description

Description

Required
30 alphanumeric

Accept the displayed description that you entered for the parent item on the project header or enter an appropriate description for this item. The description does not need to be unique.

Alt description

Optional
30 alphanumeric

Enter an alternative or additional description for this item that you can use to access this item's record with the standard lookup options.

Xref

Optional
30 alphanumeric

Enter an additional sort criterion that you can use to access this item's record with the standard lookup options. You might enter the item's catalog number in this field.

UPC/GTIN

Optional
30 alphanumeric

Enter the Uniform Product Code or the Global Trade Number for this item.

Long description

Optional
60 alphanumeric

Enter a long description for this item. This field is not displayed by the item lookup.

Whse/Bin loc?

Optional

Select if the item is controlled by warehouse and bin location or leave blank if it is not.

You can change this field in Project Maintenance but not after you transfer the project to your database.

Serial/Lot

Required
1 alphanumeric

Accept the displayed code or select another code that indicates how you want to control this item:

Select	To assign
S (Serial)	A unique number to each unit. Since the number will never be repeated, you can trace the location of that specific item during manufacturing, in inventory, and after you have shipped it to the customer.
M (Multiple)	A unique number to items produced from the same raw materials, using the same manufacturing process. You can compute costs by lot, ship goods from the same lot to assure consistent quality, and trace quality problems to their source.
N (None)	Neither a serial nor a lot number control

You can change this field in Project Maintenance but not after you transfer the project to your database.

Pre-assign ctrl no?

Conditional/Optional

If you selected S or M for Serial/Lot and you make this item, select to assign control numbers when you release a manufacturing order or leave blank to assign control numbers when you receive the finished goods into inventory.

Make/Buy/Kit

Conditional/Optional
1 alphanumeric

Select a code that indicates how you acquire or sell this item:

Select	If you
B	Buy the item
K	Sell a configured product as an unassembled set of components; if you select K, you must select a 0 for the Order code and 2 for the Bypass code field.
M	Make the item

If you leave blank and the item has a bill of material, the system considers it a Make item. If this item is not a parent on a bill of material, the system considers it a Buy item.

Stocking UOM

Required
4 alphanumeric

Accept the displayed stocking unit of measure or select another stocking unit. For the project parent, the stocking UOM defaults from the project header.

Product class

Optional
6 alphanumeric

Select the product class for this item or click the Lookup icon and use the standard lookup options to select the product class from a list.

Product subclass

Optional
6 alphanumeric

Select the product subclass for this item to be used for reporting and for order prices, discounts, and commissions.

Invty acct code

Optional
6 alphanumeric

Select an inventory account code to assign to this item.

Buyer

Optional
3 alphanumeric

Select the code that identifies the buyer who is responsible for purchasing this item or leave blank to use the buyer for the vendor you enter in the Preferred vendor field.

Preferred vendor

Optional
10 alphanumeric

Enter the number of the vendor from whom you purchase this item, click the Lookup icon and use the standard lookup options to select the vendor from a list, or leave blank.

Split lot?

Conditional

Select if this lot controlled item can be picked from different lots or leave blank if it should be picked from a single lot.

For example, you may not want to split lots for items that require exact color and/or pattern matching, such as wallpaper or fabrics. However, you may allow split lots for adhesive.

Unique CP RRL?

Conditional

Select if this item is on a bill of material for a configured product and assembly depends on the options the customer selects to assign a unique Routing Revision Level to each item and use the routing operations defined for the configured product or leave blank to use the Routing rev lvl for this item assigned in the Branch Item Maintenance (IMB) program.

Last CP RRL

Conditional
4 alphanumeric

If you select the Unique CP RRL? field for this item, the system updates this field when you enter a sales order for a configured product and create an associated manufacturing order for it.

If you leave this field blank, the initial Last CP RRL is 0001. If you enter A in this field, the initial Last CP RRL is A001.

Low level code

Display

The program displays the lowest bill of material level in which this item appears. All new items display 1 for raw material or a purchased product.

Item code

Optional
1 alphanumeric

Enter a code if:

This is a make-to-order item for which you want the system to create a manufacturing order or requisition when you enter a sales order for the item.

The code you enter must match the code entered for the Item code for immediate supply option in the System Options Maintenance (XM) program (Inventory Control Options).

This is a parent item or the parent of its subassembly and you want the system to create cascading manufacturing orders.

The code you enter must match the code entered for the Subassembly release type option in the System Options Maintenance (XM) program (Manufacturing Options).

Order code

Required
1 alphanumeric

Select	For a
0	Finished good or master schedule inventory item The Finished Goods Planning (MFP) program plans these items.
1	Component that you plan manually The Material Requirements Planning (MRP) program performs calculations and produces an advisory report that the planner can use to manually plan orders.
2	Component that the system plans The Material Requirements Planning (MRP) program plans orders for these items.

Bypass code

Required
1 alphanumeric

Select 0 for a finished good, manual planned item, or MRP dependent item or select 1 for a phantom. Configured product, prompt, and family items cannot be used in projects.

You can change this field in Project Maintenance but not after you transfer the project to your database.

Flr stk cd

Required
1 alphanumeric

Accept 0 if this is not a floor stock item or select 1 if it is a production part that is not controlled, sold, or transferred.

If you select 1, receiving programs update the floor stock quantity rather than on-hand when the manufacturing branch receives its parent item into inventory.

If you select 1 for a non-manufacturing branch, receiving programs treat it as a non-floor stock item.

Item status

Required
1 alphanumeric

Accept 0 for an active item or select another status that you have defined in the Item Status Codes (TISM) program.

An item's status determines whether it can be sold, purchased, or manufactured.

Image type

Optional
4 alphanumeric

Select the type of the graphic file that contains an image of this item. For example, you can store a picture of this item, a scanned engineering drawing, or specs for the item in PDF format.

Click View image to display the graphic.

Click Other info and enter data in these fields:

Field Name	Type / Max Length	Action / Description
Non-commission?	Optional	Select if you do not pay commission on the sale of this item or leave blank if you do.
Commission class	Optional 5 alphanumeric	Select the commission class for this item if you use item commission class to calculate sales commissions.
Warranty tracked?	Optional	Select if this item can be covered by a warranty or leave blank if it cannot.
Warranty duration?	Conditional/Optional 5 numeric	If you select the Warranty tracked? field, enter the number of days for warranty period or accept zero to use the Default warranty duration option in the System Options Maintenance (XM) program (Warranty Tracking Options).
Max warranty duration	Optional 5 numeric	If you select the Warranty tracked? field, enter the number of days for the maximum warranty period or accept zero to use the Maximum warranty duration option in the System Options Maintenance (XM) program (Warranty Tracking Options).
EOL tracking code	Optional 3 alphanumeric	Select an end of life tracking code that is appropriate for this item.
EOL date	Conditional 10 date	If you selected an EOL tracking code, select the end of life date for this item.
EOL purch date	Optional 10 date	Select the last date on which you can purchase this item. You must select a date prior to the EOL date.
Receiving cert req?	Optional	Select if you require a certificate of compliance to accompany the item at receipt time or leave blank if you do not.
Shipping cert reqd?	Optional	Select if you require a certificate of compliance to ship with the item or leave blank if you do not.
Export declaration	Optional	Select the export declaration code for this item that you have defined in the Export Declaration Codes (TED) program.
Size	Optional	Select a size code for this item that you have defined in the Size Codes Maintenance (TISZ) program.
Material	Optional	Select a material code for this item that you have defined in the Material Type Codes Maintenance (TIMT) program.
Style	Optional	Select a style code for this item that you have defined in the Style Codes Maintenance (TIST) program.
Color	Optional	Select a color code for this item that you have defined in the Color Codes Maintenance (TICL) program.
BC for package	Optional 30 alphanumeric	Scan a barcode for a packaged item.
BC for master pk	Optional 30 alphanumeric	Scan a barcode for a master-pack item.
BC for pallet	Optional 30 alphanumeric	Scan a barcode for an item shipped in a pallet.

Choose the appropriate options:

To	Do This
Change a field	Click Modify. Note You cannot modify fields for an item that you copied from your database.
Exit without adding this item	Click Cancel. The program prompts Item number. Enter another item or leave blank to exit.
Display additional information	Click Other info.
Enter notes for this item	Click Notes. See Enter Project Item Notes.
Enter vendor pricing for this item	Click Vend Price. See Enter Vendor Pricing for a Project Item.
Display a graphic of this item	Click View image. Click Close to remove the image from the display.
Accept the data	Click OK. The program prompts Item number. Enter another item or leave blank to exit.

Note
You cannot delete a record until it has been saved; use Cancel.

Choose the appropriate options when you click OK or Cancel:

Do This

Change a field

Click Modify.

Delete this item

Click Delete. See Delete.

Exit without creating this item

Click Cancel.

Enter notes for this item

Click Notes. See Enter Notes.

Enter an item, its branch information, and costs

Click Inventory and then:

Click	To enter a/an
Item	Item record. See Enter an Item for a Project.
Branch	Branch record. See Enter Branch Information for a Project Item.
Item cost	Cost record. See Enter Costs for a Project Item.
Back	End this action.

Add, change, and delete an item's components on the bill of material

Click BOM. See Add Item Components on an ECO Bill of Material.

Apply component changes to multiple bills of material

Click Component action and then click:

Click	To
Replace	Replace with this component on the bill of material
Delete	Delete this component on the bill of material.
Where used	Update this component wherever it is included on a bill of material.
Back	End this action.

Accept the data and exit

Click OK.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Select items	Click Add. See Select Engineering Change Order Items.
Delete the selected parent item	Click Delete. See Delete.
Copy the selected item	Click Copy. See Copy an Item on an Engineering Change Order.
Display the selected parent item	Click Select.
Display parent items from a specific number	Click Restart. The program prompts Parent item no. Enter the first item number you want to display or leave blank to begin with the first item in the file.
Print the parent item listing	Click Print. See Print.
Display the previous set of records in the file	Click Page up.
Display the next set of records in the file	Click Page down.
Display changes to items	Click View changes. See Display ECO Item Changes.
Assign the next available engineering change level	Click Assign ECL.
Exit this bill of material	Click Exit.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Display the selected project	Click OK.
Display the previous record in the file	Click Prev.
Display the next record in the file	Click Next.
Enter a new project	Click New.
Exit the program	Click Exit.

Choose the appropriate options when you click Exit:

Do This

Change a field

Click Modify. See Change an Engineering Change Order.

Exit without creating this change order

Click Cancel.

Enter notes and enter the reason for creating the change order

Click Notes. Click Reason for change and enter the reason for the change order. See Enter Notes.

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.
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 the item numbers required for the change order

Click ECO items.
See Select Engineering Change Order Items.

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.

Accept the data and exit this order

Click OK.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Display the selected record	Click OK.
Display the previous record in the file	Click Prev.
Display the next record in the file	Click Next.
Enter a new change order	Click New.
Exit the program	Click Exit.