Engineering Change Control: Implementation Activity

In the following implementation activity, you will learn how to configure engineering change control.

Process Overview

In this activity, you will review the settings related to engineering change control by using the BOM Preferences (AM101000) form.

System Preparation

Before you start implementing the product configuration functionality, 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. 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: Reviewing ECC Settings

To review the default settings of engineering change control, do the following:

  1. Open the BOM Preferences (AM101000) form.
  2. Go to the General tab, and notice that the following settings related to engineering change control have been specified:
    • ECR Numbering Sequence: AMECR
    • ECO Numbering Sequence: AMECO
    • Require ECR/ECO for New BOM Revisions: Cleared

      With this setting, a user can create new revisions of bills of material based on ECR or ECO directly on the Bill of Material (AM208000) form.

    • Require ECR before Creating ECO: Selected

      With this setting, a user must create an engineering change request first and then create an engineering change order based on the request.

  3. Go to the ECR Approval tab, and notice that the following settings have been specified:
    • The ECR Require Approval check box is selected.
    • The Engineering Change Request approval map has been added to the table.
  4. Go to the ECO Approval tab, and notice that the following settings have been specified:
    • The ECO Require Approval check box is selected.
    • The Engineering Change Order approval map has been added to the table.