Engineering Change Request

Form ID: (AM210000)

This form is displayed only if the Engineering Change Control feature is enabled on the Enable/Disable Features (CS100000) form.

On this form, you can create engineering change requests (ECRs) to initiate changes in existing bills of material. By using this form, you can also initiate the creation of a engineering change order based on the selected ECR.

You must create the engineering change request before creating an engineering change order (ECO) if the Require ECR Before Creating ECO check box is selected on the BOM Preferences (AM101000) form. For more information about engineering change control in MYOB Acumatica Manufacturing Edition, see Engineering Change Control: General Information.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
Approve	Changes the status of the engineering change request from Pending Approval to Approved. This button appears only when ECR approval has been configured in the system—that is, when the ECR Require Approval check box is selected on the ECR Approval tab of the BOM Preferences (AM101000) form and the needed approval map is specified in the table on the same tab. For more information, see Approval Configuration: Approval Maps.
Compare BOM	Opens the BOM Compare (AM410000) form and populates the left panel of the form with data from the ECR and the right panel with data from the bill of material and revision specified in the Summary area of the current form.
Create ECO	Opens the Engineering Change Order (AM215000) form with the new engineering change order and copies data from the engineering change request. This button appears only when the status of the ECR is Approved.
Hold	Changes the status of the document to On Hold. You click this button when you want to make changes to the document.
Reassign	Opens the Reassign Approval dialog box, in which you can specify a new approver to reassign the selected record to this approver if the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form. This command appears only if the ECR approval process has been configured in the system—that is, when the ECR Require Approval check box is selected on the ECR Approval tab of the BOM Preferences (AM101000) form and the needed approval map is specified in the table on the same tab. For more information, see Approval Configuration: Approval Maps.
Reject	Changes the status of the engineering change request from Pending Approval to On Hold. You can make changes to the request and then click Submit to submit it once again. This button appears only when the ECR approval process has been configured in the system—that is, when the ECR Require Approval check box is selected on the ECR Approval tab of the BOM Preferences (AM101000) form and the needed approval map is specified in the table on the same tab. For more information, see Approval Configuration: Approval Maps.
Submit	Submits the engineering change request. If the ECR approval process has been configured in the system—that is, if the ECR Require Approval check box is selected on the ECR Approval tab of the BOM Preferences (AM101000) form and the needed approval map is specified in the table on the same tab—the status of the ECR is changed to Pending Approval. If the ECR approval process is not configured, the status is changed to Approved.

Reassign Approval Dialog Box

In this dialog box, you can specify the new approver to whom you want to reassign the selected record or records. The dialog box opens when you click Reassign.


Element	Description
New Approver	The name of the employee to whom you want to reassign the selected record or records.
Ignore Approver's Delegations	A check box that indicates (if selected) that the system will assign the selected records to the specified new approver but not to their delegate, even if the new approver is unavailable and has a delegation set up for the current business date. If the check box is cleared and if the new approver is not available and has a delegation set up for the current date, the system will reassign the selected records to the delegate if the delegate is available. If the delegate is unavailable, the system will reassign the requests to the delegate of the delegate. The system will continue the search in this way until it assigns an approver that has no active delegations set up for the current date or it detects a loop in the chain of delegations (in which case you will have to specify a different approver).
This dialog box has the following buttons.
Reassign	Closes the dialog box and reassigns the selected record or records to the specified new approver if the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form.
Cancel	Closes the dialog box and cancels the reassignment of the selected record or records to a new approver.

Summary Area

In this area, you can specify summary information for a new engineering change request. You can also find an existing request by its identifier and view (and edit, if needed) its details.


Element	Description
ECR ID	The identifier of the engineering change request. The system generates the identifier according to the numbering sequence specified in the ECR Numbering Sequence box on the BOM Preferences (AM101000) form.
BOM ID	The identifier of the bill of material to be changed. Once you save the engineering change request for the first time, this box becomes unavailable for editing.
BOM Revision	The identifier of the revision of the BOM specified in the BOM ID box. Once you save the engineering change request for the first time, this box becomes unavailable for editing.
Status	The status of the ECR, which can be one of the following: On Hold: The ECR can be edited. Pending Approval: The ECR must be approved for the process to continue. Approved: The ECR has been approved. You can create an ECO for the ECR. Rejected: The ECR has been rejected. You can revise it and resubmit it for approval. Completed: An engineering change order has been created based on the ECR. The system inserts this setting based on user actions.
Inventory ID	The identifier for the stock item. The value of this box is copied from the selected bill of material and is read-only.
Subitem	The subitem code. The value of this box is copied from the selected bill of material and is read-only. This box is visible only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Warehouse	The warehouse to which the stock item will be received when the production quantity is completed. The value of this box is copied from the selected bill of material and is read-only.
Request Date	The date the ECR was requested. When the ECR is created, by default, the system inserts the current business date.
Effective Date	The anticipated date when the new revision of the bill of material, which is created based on this ECR, should become effective.
Requestor	The employee who creates the ECR. When the ECR is created, the system inserts the username of the creator in this box, but this default value can be overridden during creation.
Priority	A priority assigned by the requestor, which is a number from 0 to 10. The default value is 0.
ECO ID	The identifier for the engineering change order that has been created from this ECR, which is inserted by the system on creation of the ECO. Multiple ECRs can be linked to the same ECO.
Description	The description of the engineering change request.

Operations Tab

In this table, you can view and edit the list operations in the engineering change request and the operation settings. The system copies the operations to the new engineering change request from the bill of material selected in the BOM ID box.

Operation rows that have been changed in comparison to the source bill of material are highlighted with bold.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Operation ID	The identifier of the operation, which you type manually. The identifier must meet the following conditions: It is unique within the operation list. It is numeric. It defines the sequence in which operations are executed in the production routing. You can change the identifier at any time and the system will reorder the operations in ascending order. You cannot use the same operation ID as in the row marked for deletion, but you can delete the old row and insert a new row with a different operation ID.
Work Center	The active work center where the operation will take place. The work center determines the standard labor costs for the cost rollups.
Operation Description	The description of the operation.
Setup Time	The time it takes to prepare to start the operation. Based on this time, the system adds a fixed labor cost to the cost of the produced item regardless of the size of the order. The system always backflushes the setup time for the first labor or move transaction to record the quantity completed.
Run Units	The number of units produced during the specified run time for the operation.
Run Time	The time required to produce the specified run units of the operation. If the number of run units is zero, then the system does not consider the run time in the production cost.
Machine Units	The number of units produced during the specified machine time for the operation. You specify the value of this box if machines are involved in the operation.
Machine Time	The time required to produce the number of machine units specified for the operation. If the number of machine units is zero, then the system does not consider the machine time in the production cost. You specify the value of this box if machines are involved in the operation.
Queue Time	The time a semi-finished item has to wait in the work center before workers can start processing the item.
Finish Time	The time required for the semi-finished item to be prepared for the next operation when the current operation has been finished.
Move Time	The time for a semi-finished item to be moved from the work center where the current operation is performed to the work center where the next operation will be performed.
Backflush Labor	A check box that indicates (if selected) that the system backflushes the cost of labor hours spent for the operation. Attention: The system does not apply this setting to machine time, which is always backflushed.
Scrap Action	The default scrap action for operations in new production orders. You can select any of the following options: No Action: The system does not calculate the scrap cost separately. When workers record scrap in a move or labor transaction for a production order, the system adds the scrap cost to the total cost of the production order. Write-Off: The system posts the scrap cost to the scrap expense account. A reason code specifies the scrap expense account and subaccount. Quarantine: The system posts the scrap cost to the scrap expense account and creates an inventory adjustment for the scrap quantity and value.
Change Status	The status of changes in the operation row. The value can be one of the following: Unchanged: The row settings have not been changed. Updated: The new revision of the bill of material will reflect this change. It does not however record what was changed; you can add a note to the row to describe the changes. Alternatively, you can delete the old row, insert a new row, and add a note on the new row. Deleted: The row has been deleted. Deleting a row does not remove the row but marks it as deleted. The system will not include this row in the new revision of the bill of material revision when the ECO is approved and applied. Inserted: The row has been inserted to the routing. The system will add the row to the new revision of the bill of material.
Control Point	A check box that indicates (if selected) that the operation is a control point. If it is, for this operation, workers must record the quantity of completed items.

Operation Details Area

In this area, you enter the materials, steps, tools, and overhead rates that apply to each operation.

Table 1. Materials Tab
You enter the materials used for each specific operation. They can include both stock and non-stock inventory items.

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Element	Description
The table toolbar contains the following specific buttons.
Reference Designators	Opens the Reference Designators dialog box.
Reset Lines	Resets the Line Order column back to the original order by Line Nbr.
The table contains the following columns.
Inventory ID	An inventory item that is needed to make the parent assembly. The item cannot have a status of Inactive or Marked for Deletion. The inventory item may be a stock item that itself has a bill of material.
Subitem	This box is visible only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Description	The description that was specified for the inventory item.
Qty Required	The quantity required of the component inventory item needed to produce one parent item when the batch size is one. Attention: Enter the by-products of the operation as a negative quantity. When you generate materials transactions for a production order, the by-product items will be received into inventory by using inventory receipts.
Batch Size	The quantity required per batch. A batch is the Lot Size specified on the Manufacturing tab of the Stock Items (IN202500) form (if zero, the Min Order Qty is used). If zero (0), the Qty Required is fixed per bill of material lot. If one (1), the Qty Required is per unit of the parent item. If greater than one (1), the Qty Required is divided by the Batch Size. For more information, see Bills of Material: Operations.
UOM	Unit of measure for the inventory item. This will default in from the item, however, the user can override with a unit that is valid for the item.
Unit Cost	Unit cost for the inventory item. Unit costs can be manually entered or updated by the cost roll process. When you add a new material the unit cost defaults from the Item Warehouse record according to inventory item's valuation method: Average or FIFO: Average Cost. If the average cost is zero, then the last cost is used. Standard: Standard Cost Specific: Last Cost Attention: This box has been added for informational purposes only.
Planned Cost	The planned cost of the inventory item. The system calculates the planned cost when a user creates a production order based on the BOM and then recalculates the cost when the user releases the production order. Attention: This box has been added for informational purposes only.
Material Type	The following values are available: Regular: Is the default and is the correct selection for purchased component parts. Phantom: Indicates that the item's component and, optionally, the routing will be included in the production order when created as a phantom. This means that the components and possibly the routing will appear on the production order while the phantom item disappears. Only manufactured items can be phantoms. Subcontract: Indicates how this material is supplied for an outside process operation. You enter the details for this on the Outside Process tab.
Subcontract Source	The following values are available: None: This is the setting for non-outside process operations. It cannot be this value if the Material Type is Subcontract. Purchase: Purchase source indicates the material will go through a standard purchase process to pay for the vendor service. Each subcontract operation should have at least one purchase Subcontract Source material item. When Purchase the Mark for PO column is automatically selected. Drop Ship: Indicates the material will be sent directly to the vendor. Drop ship material needs to be issued to the production order but there is no inventory transaction to take place. Cost and quantity from the drop ship PO will be allocated to the material line. Vendor Supplied: This for documentation purposes only and indicates that the vendor is supplying this material. Attention: Vendor supplied materials are not included in the cost. Ship to Vendor: This material will be issued to the production order and shipped to vendor when you confirm shipment by using the Vendor Shipments (AM310000) form.
Phantom Routing	A check box that indicates whether the operations of the phantom component will be added to the production order (Before or After) or ignored (Exclude). Before is the default. If before, the operations of the phantom component will be included on the production order and positioned in the production order before the parent operation. If after, the operations of the phantom component will be included on the production order and positioned in the production order after the parent operation. If excluded, none of the phantom operations will appear, only the material components contained in the phantom will appear on the production order.
Backflush Materials	This check box allows the user to determine whether or not to backflush this material. The field will default based on the Work Center. Attention: If a specific Warehouse Bin Location is specified, the items will only be backflushed from that bin location. Note the following: If Inventory is setup to allow negatives, Manufacturing will issue from that bin location regardless of quantity. If Inventory is not setup to go negative, Manufacturing will issue only what is available from that bin location. If Inventory is not setup to go negative and there is 0 quantity on hand at the specified Warehouse Bin Location and 5000 in another bin, Manufacturing will not backflush the material because a Warehouse Bin Location is specified.
Warehouse	This is the warehouse from which this material should be issued. If not specified, the warehouse from the assembly is used.
Location	If you specify a location, then only this location is used; that is, you have point of use inventory on the production floor that is periodically replenished from bulk stores. Otherwise leave blank and the locations will be automatically selected accordingly as explained in Production Processing: Selection of Warehouse Locations.
Comp BOM ID	Specifying a BOM ID on the material line indicates that the subassembly should be produced using this BOM ID. If a BOM ID is not specified, the default BOM for the Warehouse will be used.
Comp BOM Revision	This indicates the revision of the Comp BOM ID to be used and is required.
Scrap Factor	Scrap or shrinkage factor for the material required. Enter 10% as .0.1, 5% as 0.05. Both MRP and Production Management will scale up the quantity required.
Bubble Number	A number that references the current material on an Engineering drawing. One number is issued for each material.
Effective Date	This determines the date on or after this material will start being used for production orders and MRP planned orders based on the date the material is required. This date is independent of the parent item bill of material start and end dates.
Expiration Date	This determines the date on or after this material will stop being used for production orders and MRP planned orders based on the date the material is required. This date is independent of the parent item bill of material start and end dates.
Change Status	The status of changes in the material row. The value can be one of the following: Unchanged: The row settings have not been changed. Updated: The new revision of the bill of material will reflect this change. It does not however record what was changed; you can add a note to the row to describe the changes. Alternatively, you can delete the old row, insert a new row, and add a note on the new row. Deleted: The row has been deleted. Deleting a row does not remove the row but marks it as deleted. The system will not include this row in the new revision of the bill of material revision when the ECO is approved and applied. Inserted: The row has been inserted to the routing. The system will add the row to the new revision of the bill of material.

Table 2. Reference Designators Dialog Box
The dialog box opens when you click Reference Designators on the table toolbar of the Materials tab. In this dialog box, you can add reference designators, which identify a material on drawings or in work instructions. The designator may also be used as a link to a list of components that are used multiple times on a drawing like a fastener.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Element	Description
Ref Des	The identifier of the reference designator to be added.
Description	The description of the new reference designator.
The dialog box contains the following buttons.
OK	Saves your changes and closes the dialog box.
Cancel	Closes the dialog box without saving your changes.

Table 3. Steps Tab
Steps are the work instructions for the operation. They are printed by using the Production Ticket (AM625000) report.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Element	Description
Description	User can define production instructions for each operation for personnel working on the finished good.
Change Status	The status of changes in the steps. The value can be one of the following: Unchanged: The row settings have not been changed. Updated: The new revision of the bill of material will reflect this change. It does not however record what was changed; you can add a note to the row to describe the changes. Alternatively, you can delete the old row, insert a new row, and add a note on the new row. Deleted: The row has been deleted. Deleting a row does not remove the row but marks it as deleted. The system will not include this row in the new revision of the bill of material revision when the ECO is approved and applied. Inserted: The row has been inserted to the routing. The system will add the row to the new revision of the bill of material.

Table 4. Tools Tab
On this tab, you can specify tools needed in the production of the finished good at each operation, if necessary. Tools are included in the cost of an item. Tools are defined on the Tools (AM205500) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Element	Description
Tool ID	Tool ID that will be used in the operation.
Description	The description of the tool which will default in based off of the Tool ID entered.
Quantity Required	The user will enter the quantity required of the tool that is needed to produce the finished good.
Unit Cost	The unit cost for the tool which will default in from the Tools table.
Change Status	The status of changes in the tool settings. The value can be one of the following: Unchanged: The row settings have not been changed. Updated: The new revision of the bill of material will reflect this change. It does not however record what was changed; you can add a note to the row to describe the changes. Alternatively, you can delete the old row, insert a new row, and add a note on the new row. Deleted: The row has been deleted. Deleting a row does not remove the row but marks it as deleted. The system will not include this row in the new revision of the bill of material revision when the ECO is approved and applied. Inserted: The row has been inserted to the routing. The system will add the row to the new revision of the bill of material.

Table 5. Overhead Tab
In this area, the user can specify overhead required during production of the finished good at each operation, if necessary. Overhead is included in the cost of an item. Overheads are defined in the Overhead (AM202500) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Element	Description
Overhead	The user will specify which overheads are associated with this operation.
Description	The description of the tool which will default in based off of the overhead entered. This cannot be changed in this screen.
Type	The Type, Fixed or Amount, will be pulled from the overhead table and cannot be change in this screen.
Factor	Factor assigned by the user that will be used to determine the cost. This factor will be multiplied by the cost rate in the Overhead table to determine the overhead cost associated with the work center.
Change Status	The status of changes in the overhead settings. The value can be one of the following: Unchanged: The row settings have not been changed. Updated: The new revision of the bill of material will reflect this change. It does not however record what was changed; you can add a note to the row to describe the changes. Alternatively, you can delete the old row, insert a new row, and add a note on the new row. Deleted: The row has been deleted. Deleting a row does not remove the row but marks it as deleted. The system will not include this row in the new revision of the bill of material revision when the ECO is approved and applied. Inserted: The row has been inserted to the routing. The system will add the row to the new revision of the bill of material.

Table 6. Outside Process TabOn this tab, if the operation is specified for an outside process for a work center on the Work Centers (AM207000) form, you can specify the Vendor and Location.
Element	Description
Outside Process	A check box that indicates (if selected) that the operation is performed by a subcontractor. This is defaulted from the work center.
Drop Shipped to Vendor	A check box that indicates (if selected) that the operation quantity is shipped from a previous source or a vendor to the subcontractor.
Vendor	The subcontractor who performs the outside processing.
Location	The specific subcontractor purchase from and deliver to location. This can only be specified if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.

Attributes Tab

You can view and edit the list of attributes, which the system copies from the bill of material on the BOM Attributes (AM208500) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Element	Description
Level	The level of the attribute, which can be one of the following: BOM: The header for the bill of material Operation: When the Operation ID column is not empty Attributes for all levels are displayed during production entry.
Operation ID	The operation number.
Attribute ID	The attribute identifier.
Label	The text that identifies the attribute during data entry on the Move (AM302000) and Labor (AM301000) forms. Each label must be unique.
Description	The description of the attribute.
Enabled	A check box that indicates (if selected) that users can change the attribute value in a production order and specify the value when recording the completed items for a production order.
Transaction Required	A check box that indicates (if selected) that users must enter or select the attribute value before they release the move or labor transaction.
Default Value	The default value of the attribute, which the system copies to the production order or operation.
Order Function	The function of a production order type. The system displays the attribute only in production orders whose type is assigned to this function. You can select one of the following values: Regular: Restricts usage to production orders with a function of Regular Disassemble: Restricts usage to production orders with a function of Disassemble All: Does not restrict the usage of the attribute, that is, the attribute can be used with a production order with any function.

Approvals Tab

This tab provides detailed information about approvals of this engineering change request (ECR). The approval maps for an ECR are specified on the ECR Approval tab of the BOM Preferences (AM101000) form. The system automatically assigns ECRs for approval when they are released. The rules used for assignment are defined on the Assignment and Approval Maps (EP205500) form.

If the record is rejected, a reason is specified during the rejection process, and then the record is returned for editing, that rejection will be saved on the tab, and all other rejections and approvals will be removed.

This tab is available if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form and if the ECR Require Approval check box is selected on the ECR Approval tab of the BOM Preferences (AM101000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 7. Table Columns he table shows the approvals sequence and their status.
Column	Description
Assignee ID	The employee ID of the person assigned to approve the ECR.
Assigned To	The name of the employee assigned to approve the ECR.
Workgroup	The workgroup of the employee assigned to approve the ECR.
Approved By (ID)	The employee ID of the person who actually approved this ECR.
Approved By	The name of the employee who actually approved the ECR.
Approval Date	The date of approval.
Status	The status of the ECR, which can be Pending, Approved, or Rejected, depending on the approval stage.
Reason	The optional reason specified for an approval or rejection.
Map	The approval map for this ECR.
Map Rule	The rule used for the approval map.