Product Engineering - Engineering Change Management

How To : Create an Engineering Change Request

You can create an engineering change request from several places in the application. This makes it easy to capture all comments, suggestions, issues, and ideas around a product.

The Create Engineering Change Request wizard is available from the following documents:

  • Sales Order
  • Purchase Order
  • Service Order
  • Project
  • Production Order
  • Idea
  • Registered Measurement
  1. Choose the Lightbulb that opens the Tell Me feature icon (Alt+Q).
  2. Type, for example, Service Orders to open the list.
  3. Open an existing order and locate the Create Engineering Change Request wizard in the ribbon.

Completing the Create Engineering Change Request wizard:

Field Explanation
First page
Title Type a short title for the request.
Other fields Already populated based on the source document and the user.
Second page
Describe your change Additional description besides the title.
Priority Calculated from the selected Severity and Impact.
Severity Select one of: Low, Medium, High, Critical.
Impact Select one of: Low, Medium, High.
Deadline Select a date when you want the change to be ready.
Type Select Item or BOM.
No. Specify the item or BOM number.
Location Specify a location (captured in the app).
Picture Upload a picture.

Select Finish to complete the wizard.

See also

Reference

Engineering Change Management