Set Up the Engineering Change Order Approval Hierarchy

Use the Approval Hierarchy Maintenance (APPHM) program to set up a hierarchy that determines the approval cycle for engineering change orders. See Overview, Background and Road Map for more information.

  1. Click ECO approvals. The program displays existing levels in the approvals hierarchy for engineering change orders.

  2. Click Add to add a level to the hierarchy. The program displays the next level.

  3. Accept the displayed level or enter a different number.

  4. Enter data in these fields:

Field Name

Type / Max Length

Action / Description

Item group

Required

Select

To set up approvals for

ABC class

Items in a specific ABC class

All

All items

ECO signoff

All items with an engineering change order signoff code

EOL

All items with an end-of-life tracking code and date

Hazmat

All items that are hazardous material

Item

A specific item

Item prc class

All items in a specific price class

Item status

All items with a status

Non-stock

All non-stock items

Not compliant

Items for which the Compliant? field in the Compliant Items by Manufacturer (VGMI) program is blank

Not QA approved

Items for which the QA approved? field in the Vendor Price Maintenance (VMM) program is blank

Over std cost

Only items with cost greater than standard cost

Product class

Items in a specific product class

Subclass

Items in a specific product subclass

Always process this level?

Optional

Select if you want to apply this level even if a match was found in a lower level or leave blank if you do not. See Background for more information.

  1. Choose the appropriate options:

To

Do This

Accept the data

Click OK. The program prompts Level. Set up another level or click Cancel to exit.

Exit without creating this level in the hierarchy

Click Cancel.

Update the record

Click Apply.

Delete a saved record

Click Delete.

Change the level in the hierarchy

Click Change no.

  1. Choose the appropriate options when you click OK or Cancel:

To

Do This

Add another level to the hierarchy

Click Add.

Delete the selected level from the hierarchy

Click Delete. See Delete.

Copy the selected level in the hierarchy

Click Copy.

Display the selected level in the hierarchy

Click Select.

Display levels from a specific level

Click Restart. The program prompts Level. Enter the first level you want to display or leave blank to begin the display with the first level in the file.

Print the engineering change order approval hierarchy

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.

Exit the engineering change order approval hierarchy

Click Exit.

  1. Choose the appropriate options when you click Exit:

To

Do This

Enter or change the purchase order hierarchy

Click Purchases. See Set Up the Purchase Order Approval Hierarchy.

Enter or change the sales order hierarchy

Click Sales orders. See Set Up the Sales Order Approval Hierarchy.

Enter or change the shipments hierarchy

Click Shipments. See Set Up the Sales Order Shipment Approval Hierarchy.

Enter or change the invoice hierarchy

Click Invoices. See Set Up the Sales Order Invoice Approval Hierarchy.

Enter or change the credit memo hierarchy

Click Credit memos. See Set Up the Credit Memo Approval Hierarchy.

Enter or change the BOM hierarchy

Click Bills of material. See Set Up the Bill of Material Approval Hierarchy.

Enter or change the engineering change order hierarchy

Click ECO approvals. See Change the Engineering Change Order Approval Hierarchy.

Enter or change the engineering change order implementation hierarchy

Click ECO implementation. See Set Up the Engineering Change Order Implementation Approval Hierarchy.

Exit the program

Click Exit.