Engineering Change Control: Process Activity

The following activity will walk you through the process of making changes in a bill of material by using engineering change control.

Process Overview

In this activity, you will do the following:

  1. On the Engineering Change Request (AM210000) form, you will create an engineering change request for changes in the bill of material and approve the request.
  2. On the Engineering Change Order (AM215000) form, you will create an engineering change order based on the engineering change request and approve the order.
  3. On the same form you will commit changes from the engineering change order to the bill of material.

System Preparation

Before you start making changes to a bill of material by using engineering change control, do the following:

  1. Launch the MYOB Acumatica website, and sign in to a company with the SalesDemo dataset preloaded. You should sign in as the system administrator with the admin username and the password for this user valid for your instance.
  2. In the info area, in the upper-right corner of the top pane of the MYOB Acumatica screen, make sure that the business date in your system is set to today’s date. For simplicity, in this activity, you will create and process all documents in the system on this business date.
  3. Make sure that the Engineering Change Control feature in the Manufacturing group of features has been enabled on the Enable/Disable Features (CS100000) form.

Step 1: Creating an Engineering Change Request

To create an engineering change request for changes in a bill of material, do the following:

  1. On the Engineering Change Request (AM210000) form, add a new record.
    Tip: To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. In the BOM ID box of the Summary area, select BOM000001.
  3. In the BOM Revision box, select A.
  4. In the Description box, enter Assemble Printed Circuit Board with inspection.
  5. On the form toolbar, click Save.
  6. On the table toolbar of the Operations tab, click Add Row.
  7. In the row, specify the following:
    • Operation ID: 0040
    • Work Center: WC100
    • Run Units: 10
    • Run Time: 01:00
    • Queue Time: 00:00
  8. Make sure that all other values of time boxes (except Machine Time) are 00:00.
  9. Notice that the value of the Change Status is Inserted.
  10. On the form toolbar, click Save.
  11. On the form toolbar, click Submit to confirm that you completed making changes in the request.
  12. On the form toolbar, click Approve to approve the changes made in the request.

Step 2: Creating an Engineering Change Order

To create an engineering change order based on the engineering change request, do the following:

  1. While you are still viewing the engineering change request on the Engineering Change Request (AM210000) form, on the form toolbar, click Create ECO. The system opens the Engineering Change Order (AM215000) form for the new order and copies details from the request.
  2. On the form toolbar, click Save.
  3. On the form toolbar, click Submit to confirm the order details.
  4. On the form toolbar, click Approve to approve the order.

Step 3: Committing Changes to BOM

To commit changes from the engineering change order to the bill of material, do the following:

  1. While you are still viewing the engineering change order on the Engineering Change Order (AM215000) form, on the form toolbar, click Commit Changes to BOM. The system opens the Bill of Material (AM208000) form with the new revision of the BOM000001 bill of material.
  2. Notice that the system specified E in the Revision box.
  3. Clear the Hold check box, and notice that the system has changed the status of the bill of material to Active.
  4. On the form toolbar, click Save.

You have successfully created a new revision of a bill of material by using engineering change control.