Exercise - Make changes to the product by using an engineering change order
The sales clerk knows that the product is important and was designed especially for the customer. Therefore, the sales clerk calls an engineer in the DEMF company to notify them about the change request. In this way, the engineer can speed up the process.
The engineer now reviews the request from the customer and creates a change order for the product.
Because the engineer works in the DEMF company, set the legal entity to DEMF. (Use the company picker on the right side of the navigation bar.)
Go to Engineering change management > Common > Engineering change requests.
Open change request 555.
Review the information, and then approve the change. On the Action Pane, on the Change request tab, in the Change status group, select Approve.
Go to Engineering change management > Common > Engineering change orders.
On the Action Pane, select New to create a change order, and set the following values for it:
- Change order: 555
- Title: Z0001 change request
- Category: Customer change
- Priority: High
- Severity: Medium
On the Impacted products FastTab, select New > Add existing product to add a row to the grid, and set the following values for it:
- Product: Z0001
- Impact: New version
Notice that, because you set the Impact field to New version, the New version field on the Details tab of the Product details FastTab shows what the new version number will be (V-02 for this example).
On the Action Pane, select Save.
On the Product details FastTab, on the Bill of material tab, select Lines to open the BOM for version V-01 of product Z0001.
Select the line for item number D0003, and then, on the Action Pane, select Delete. The value of the Change type field for this line changes to Deleted.
On the Action Pane, select Save.
Close the BOM line page to return to the Engineering change order page.
On the Product details FastTab, on the Bill of material tab, notice that the value of the Change type field for BOM Z0001 is now Changed.
The order must now be approved before the changes can be processed. When the changes are processed, the products are updated with the changes that are included in the engineering change order. For this example, the person who creates the engineering change order has been specified as the approver.
On the Action Pane, on the Change order tab, in the Change status group, select Approve.
Select Process to update the product's information.
Select Complete to mark the change order as completed.
