ManEx KB

1. ECO, BCN & Deviation Control Management (EBD) (OPTIONAL Module)

1.1. Prerequisites - EBD

ManEx’s standard module configuration allows most users to accomplish their daily tasks. For those users wanting to get more from ManEx by leveraging the total solutions, this is one of the optional modules available for purchase. To place an order or to learn more about this specific module or any of the other optional modules please contact us at http://manex.com\contactus.aspx

After activation, "Engineering Change Order" access for each user must be setup in the ManEx System Security module. Users with “Supervisor Rights” will automatically have access.

The necessary approvals must be set up in System Setup/ECO Setup.

The product to be revised must be setup in the Inventory Control Mgmt.

Any new parts to be added must exist in the Inventory Control Mgmt.

A Bill of Materials must exist for the product being revised.

1.2. Introduction - EBD

This module allows users to document the source (internal or customer), the purpose, the details, and the impact of the change. The module can apply the changes to new and existing jobs, and ensure that production is aware of the change and is using the latest information.

This module allows users to document the changes using one of the following three approaches:

"ECO" = An ECO records Engineering changes for assemblies when there is a Revision or Part Number change. There can be changes to the Bill of Materials components and/or quantity, to the materials cost, labor cost, whether or not there is a serial number required and to the description. The user can enter whether existing WIP or FGI items are to be scrapped or modified. Once all of the engineering changes are entered, the ECO needs to be approved by the the approvals (as specified in the ECO setup module). Once the approvals are entered, the user may Update the following records: Inventory Master, Product Routing, Product Data Management and Bill of Materials.NOTE: These records will ONLY be updated if the Revision or Part Number has been changed.

"DEVIATION" = A Deviation creates a record that someone approved the change in the process for individual work order(s). Such as using a different part, leaving a part off, or perform a special additional step in the process, etc. When a Deviation is created within this module no records are updated or changed. It is a document for reference only. The user may print the deviation and it will list the work orders selected to be updated. Deviations have an expiration date so users will know that their customer or management allowed the modification for a limited period of time.

"BCN" = When "BCN" type is selected, the user can change all part information just like ECO, but user won't be able to create a new product number/rev, or click any "copy" checkboxes on "Update/Create records" page. WO and SO lists will also not be available for selections. When the "Update All Records" button is clicked, the BOM of the product number will be updated just as if the BOM was changed in BOM module. This feature will track any changes to the BOM through the system.

1.3. Fields & Definitions - EBD

1.3.1. Header Tab

Header Tab Field Definitions

ECO Number	The number assigned to the ECO, BCN, or Deviation.
Product Number	The unique internal number assigned to the product
Rev	The revision number or character assigned to the product.
Description	The description of the product.
Date Opened	The date the ECO/BCN/Deviation was started.
Type	The type of change, either ECO (Engineering Change Order), BCN (BOM Change Notice), or Deviation. ECO is for permanent changes to the Inventory Item Master and the Bill of Materials when there is a revision or part number change. BCN is for permanent changes to the BOM. Deviation is for a one time change to a work order(s).
ECO Source	This is the source of the ECO, Customer or Internal.This allows the users to know if this ECO was created internally or upon Customer request. At this time this field is for reference only, but will be used for reporting later on.
ECO Ref	An internally assigned reference number.
ECO Lock	If this box is checked, all users can access the screen, but will not be able to edit the record until Aprroved users remove the lock. When locked the users initials and date will default in. Note: Users MUST have special rights within the Security module to modify this field.
Last Modified	The users initials and date will default in when modified.
Status	The status of the Engineering Change Order, either Approved, Edit, Pending or Cancelled.
Effective Date	The date that this ECO become effective. (This Date MUST be prior to the Work Order date to be applied).
Expiration Date	The date that the Deviation will expire. (This field is only enabled for a deviation and MUST be popluated for the Deviation to be available within the SFT module )
Customer	The name of the Customer which is linked with the Bill Of Materials.
	This button will allow users the ability to load more documents pertaining to the ECO (cutomer ECO,drawings, instructions,etc). Loaded files will not be carried fwd to the PDM module upon ECO approval.
Purpose of Change	The intent of the change.
ECO Instruction	The description of the change.
	This Button will allow the users to view any hard copy ECO drawing or Documentation loaded. When files have been loaded this button will appear with Red Text.
	This Button will allow the users to view any hard copy ECO drawing or Documentation loaded. When files have been loaded this button will appear with Red Text.

ECO Cost per Unit

Material is the Material Cost Change Total forwarding from the Parts tab.

Labor is the Labor Cost Change Total forwarding from the New Build Labor Cost tab.

Total is the sum of the changes in Materials and Labor, above.(Note that the signs can be either positive or negative depending upon the changes made.)

Note: Users MUST have special rights within the Security module to view the pricing information.

ECO Coordinator	The name of the engineer entering the Engineering Change Order.
Approvals	The name of the department, initials of the approver and the date of approval. Note: The approving department is setup in the ECO Setup module and the approver must be assigned to the department within the Security module. .
	This button is used for the approval process for each department indicated

1.3.2. Parts Tab

Parts Tab Field Definitions - The Parts tab displays any additional changes or deletions of Bill of Material Components. If the part added has a status of "Inactive" within the Inventory Control Management, it will be highlighted in purple as an indicator to the user that this item is inactive at this time. If the user chooses to leave the inactive part on the ECO, that part number record status will automatically be changed to Active upon the "Update Records" button being depressed, so user will not have inactive parts listed on the BOM. The user will receive a warning that an XLS file has been created for reivew.

Status	The status of the component, either Add, Delete, Change.
Line No	The Bill of Materials line number.
Source	The source of the component, either Buy, Make, Phantom or Consign.
Part Number	The internal number assigned to the component
Rev	The revision character pertaining to the component part number
Class	The classification of the component.
Type	The type within the classification of the component
Description	The description of the component part number
Old Qty	The quantityof thecomponent currently called for in the Bill of Materials.
New Qty	The new quantity ofthe component which will be called for.
Std Amt	The standard cost per the Inventory Control Item Master multiplied by the net change in the number of components used.
Customer Part No	If there is a customer part number associated with the user’s part number, it will appear here.
Rev	The revision character associated with the Customer Part number.
Work Center	The work station where is component is 1^st used in the assembly production process.
U/K	Valid entries for this field are “Y” – Yes used in Kit, “N” – Not used in Kit, “F” – Free Stock.The system will default the value to be “Y.”
Scrap Item	This field is for reference only, it will not affect any other modules.
Net Change Amount	The sum of the Standard Amount column.

The following screen will be displayed, showing the currently available inventory information for the line item highlighted. This screen allows you to Sort and Search for specific items by typing in column.

The following screen will be displayed, showing current Open PO for the line item highlighted:

AVL Information

For the highlighted line item

Pref	This is a number indicating the preference for use
Part Mfgr	Displays the Part mfgr. name
Mfgr Part No	Displays the Part mfgr. part number
Checkuse	This box will be checked if this Mfg. and Mfg. Part number may be used

Reference Designator

For the highlighted line item

Number	The number assigned to the reference designator.
Ref. Designator	The alpha numeric characters assigned to the Reference Designator number.
Prefix	The character assigned to all of the reference designator numbers.
Start No	The first Reference Designator number.
End No	The last Reference Designator number.
Calculate (button)	The button used to calculate the Reference Designator.
Quantity	The new quantity for which Reference Designators have been assigned.

1.3.3. Update/Create Records Tab

Update/Create Records Tab Field Definitions - This tab displays the revised product number, description, changes in Standard Cost, Labor Cost, whether serial number is required and updates for Engineering Change Orders only. Note: This tab is not available for Deviations or BCN.

Inventory Changes section:

Product New No:	If the check box is checked, a new product number may be entered here.
New Rev:	If the check box is checked, the new revision character may be added here. Note: that either a new Product No or Rev has to be entered in order for the system to allow the user to save the ECO record – this check has been added to prevent any duplicated inventory records within the system. See Article #3062 on why the customer part number or revision is not updated at the same time. NOTE: When product is changed through ECO module the same material type will be carried fwd for the next/new product at the part level but not at the AVL level.
New Description:	If the check box is checked, a new description may be entered.

Change section:

Matl Cost	If this box is checked, the material cost for the product will be updated based on the changes made within the Parts Section and the inventory part standard cost.
Labor Cost	If this box is checked, the new Labor cost for the product will be updated based on information entered within the ECO New Build Labor Cost section.
Current Value	The mat'l or labor cost currently existing for the product within the Inventory Control Module.
New Value	The revised mat'l or labor cost for the product.
Serial # Required	If box is checked, a serial number will be required for the revised product.
No/Yes	If the serial box is checked you have an option to check Yes
Assigned Customer	This will allow the user to Assign a new Customer to the BOM. NOTE: This field is only editable if there are NO open Sales Orders or Work Orders linked to this product.
New Customer Name	If the Assigned Customer box is checked, user may select a customer from the pull down. Note: Customer name can be changed on the BOM for the product only if either the Product number or revision and the product has no consigned parts for another customer nor any make/phantom parts that are assigned to another customer, and the product is not a sub-assembly for another product.
Open Sales Order List	Shows all SOs (with any status except for cancel) and RMAs with this assembly number, Balance and item number. The selected SOs and RMAs will be updated with the new Product number and/or Rev number and/or Description shown upper left corner. Note: If there have been no items shipped against the sales order selected then the system will just replace the existing product with the new within the Sales Order. If shipments have been made against the item the old line item will be have the Ord Qty updated to equal the total Shipped and the status changed to Closed.A new line item will have been create for the new Product/Rev for the remaining balance that was left on the original item.
Retain Sales Order Prices	Check this box only if you want the Unit Price to remain the same.
Retain Remaining Extra Pricing Items	Check this box only of you want the extra pricing to remain the same. Note: If you don't check "Retain Sales Order Prices"checkbox, then for either part itself or extra price item, no price will be updated. The "Retain Remaining Extra Pricing Items" is for adding extra items only, for the "price" column, it's still controlled by "Retain Sales Order Prices" checkbox.
	“Refresh SO” button has been provided so the user can refresh the Sales Order list to check for any new SO created in the system since the ECO was first created.
	This button is depressed to update all records within the system based on the selections made.

The rest of this screen comes up with all of the boxes checked for copying the revisions into the Inventory Master, Production Routing, Product Data Management and Bill of Materials. If the user does not want the assembly copied, the box will be unchecked.

1.3.4. New Build Quote Tab

New Build Quote Tab Field Defintions - This tab desplays Labor Costs associated with the build of the new product number and revision and calculates the New labor Cost associated with each new unit.

Labor Cost Description	Description of the labor.
Cost/Unit	Cost of the Labor
Net ECO Labor Cost/Unit	Sub of the total Labor costs.
Current Total Labor Cost/Unit	This is the total Labor information pulled from the Inventory Control Management module for the Product.
New Labor Cost with ECO/Unit	This is the sum of the new Net Labor and the Current Labor.

1.3.5. Rework Quote Tab

Rework Quote tab Field Definitions - The Rework Quote tab details any Rework Costs due to reworking the existing quantity in Work In Process and/or Finished Goods Inventory.

Open Work Order List (As of ECO Open Date) window: Note: The value of the "as of" is that it can affect the quote pricing and allows customers to better get that information.

Change	A check in this column indicates that the Work Order will be revised to the newly changed product number/revision (if applicable). If Work Order is shaded in WHITE - that means that this Work Order has no qty in FGI so the system will automatically update the Work Order to the New Revision. If a kit is in process for the Work Order selected user MUST depress the "Update Kit" button within the kitting module after the ECO is approved for any part changes to be reflected. NOTE: When the ECO takes place and the WO record is updated SFT losses the transfer history for the old revision and starts over with only xfer history for the new revision from that point on. See Article #3401 for further detail. If Work Order is shaded in BLUE - this means that this Work Order is partially completed and will be split into two Work Orders: The system will change the original Work Order (original product number and revision) build qty to match the qty completed and close this Work Order. The KIT for that work order will retain only enough material to build the completed quantities. The system will then create a new work order for new product number/revision for the balance quantity. All the extra material issued to the original work order will be de-kitted from original Work Order and issued to the new Work Order. If Work Order is shaded in PINK - These Work Orders are partially completed and some of the issued components are either serialized or lot code traceability activated. These specific components have to be de-kitted manually prior to proceeding. Or the original Work Order, has to be closed (balance reduced to completed quantities) and extra material de-kitted manually. Then, the new Work Order has to be created for the balance quantities.
Work Order	Shows all WOs (with any status except for cancel) with this assembly number,. The selected WOs will be updated with the new Product number and/or Rev number and/or Description shown upper left corner.
Balance Qty	This field indicates the quantity remaining in the specific Work Order.
Due Date	Due date from WO.
Status	Status of WO.
New Work Order	If the Work Order is split into two Work Orders, the number of the New Work created will be listed with in this field.
Total of Selected WOs	The sum of all of the Balance Quantity column, above.
	Refresh WO button has been provided so the user can refresh the Work Order list to check for any new WO's created in the system since the ECO was first created. The value of the "refresh" is they can refresh after it was created if they created it several days before the quote is ready.
	Partial WOs button has been provided so the user can view the Work Orders with partial completions that cannot be updated by the ECO process.

Rework Cost Description window:

Rework Cost Description	This is a description of the rework cost line item.
Cost/Unit	This is the cost per unit pertaining to the description on the left.
Total Rework Cost/Unit	The sum of the cost/unit column above.

Inventory Locations (As of ECO Open Date) window: Note: The value of the "as of" is that it can affect the quote pricing and allows customers to better get that information.

Warehouse	The name of the warehouse where the completed product is stored.
Location	The name of the location (such as Row 13, Bin 3) within the warehouse above.
Quantity On Hand	The quantity within that location.
	Refresh Invt Location button has been provided so the user can refresh the Invt Location list to check for any new Locations created in the system since the ECO was first created. The value of the "refresh" is they can refresh after it was created if they created it several days before the quote is ready.
Total	(As of ECO Open Date)The total of Finished Goods Inventory. Note: The value of the "as of" is that it can affect the quote pricing and allows customers to better get that information

The window at the bottom right hand side of the tab will display the total costs associated with the rework. Note that these costs DO NOT forward into either the Inventory Control Item Master nor the Accounting records.They are not associated with any new products which will be manufactured after the update to the latest revision, but pertain only to the costs associated with reworking either existing WIP or Finished Goods.

Totals (As of ECO Open Date): Note: The value of the "as of" is that it can affect the quote pricing and allows customers to better get that information

Qty in WIP	This is the quantity in WIP which is available to be reworked.
Qty in FGI	This is the quantity in FGI which is available to be reworked.

Units to Rework:

Qty in WIP	This is the quantity in WIP which is available to be reworked.
Qty in FGI	This is the quantity in FGI which is available to be reworked.

Cost to Rework:

Qty in WIP	This is the quantity in WIP which is available to be reworked.
Qty in FGI	This is the quantity in FGI which is available to be reworked.

Total Cost to Rework Selected Quantity

This is the sum of the two above amounts.

1.3.6. Tool & Fixture Quote

Tool & Fixture Quote Field Definitions - Once the ECO record has been approved and updated within the system. This Tool/Fixture information will then be carried forward into the PDM and Routing Setup modules.

Tool/Fixture Description	This is the description information loaded from the System setup/Tooling Setup for selection.
WC	This is the Work Center location the tool/fixture is designated to.
Cost Amount	Original Cost of the Tool/Fixture
Charge Amount	The amounted that is planned to be charged for the Tool/Fixture
Effective Date	Date that the Tool/Fixture becomes effective.
Termination Date	Date that the Tool/Fixture will be terminated.

1.4. How To .... for EBD

1.4.1. Find An Engineering Change Order(ECO), BOM Change Notice(BCN), or Deviation

Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, enter the Quality/Engineering/ECO, BCN & Deviation Control Management (EBD) Module

The following screen will be displayed:

Depressing the Find action button will bring up a selection screen.

Select the appropriate radial for the find.

If you do not know the exact number, Customer, etc you may enter in a partial number, letter, etc, then once you depress the enter key the system will pull up the matching record onto the screen or a list of all ECO's that contain the partial number, letter, etc. entered, to select from.

If the system does not find a match to the information entered then the following message will be displayed.
If you select to find by Product No, type the product number into the box. If there is more than one Engineering Change Order, a list of all Engineering Change Orders for that product will appear: Highlight and double click on the ECO/Dev No desired.
If you select to find by Status, a further selection will appear. Choose between Edit, Pending, Approved, Cancelled or Completed by clicking on the appropriate radio. A list of all of the Engineering Change Orders falling within that category will appear. Highlight and double click on the appropriate record.

Information regarding the ECO, BCN, or deviation, will appear.

1.4.2. Edit an ECO, BCN or Deviation

Find an existing ECO, BCN or Deviation. The information will populate the screen.

Depress the Edit record action button. Status will change to Edit.

Once the necessary changes have been completed depress the Save record action button to Save changes, or depress the Abandon changes action button to abandon changes.

If the Save record action button is depressed, changes will be saved. The following screen will appear. NOTE: The Approvals will be removed and the ECO changes will need to be re-approved.

The changes will need to be Approved, before the ECO status will change back to Approved.

1.4.3. Adding A New ECO, BCN, or Deviation

Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, select Quality/Engineering/ECO,BCN, & Deviation Control Management (EBD) module.

The following screen will be displayed:

Depress the Add Record Action button. Enter your password. The following selection screen will be displayed:

Select the desired Filter: by selecting the appropriate radio button - Active, Inactive, or All.
Select the desired Find: by selecting the appropriate radio button - Product Number, Part Class, Customer, or All.

Enter the information into the red box, depress the Enter key and the information will populate the screen.

If user selects Any of the Filters and Find by All - a screen will appear listing all the Products, in numerical order, along with the Revision, Part Class, Part Type, Part Number, and Part Status.

Information pertaining to that part number will appear on the screen, as follows:

Select the type of change by depressing the down arrow next to the Type box.

An ECO selection is for a permanent change to the Inventory Master, Bill of Materials and Product Data Management normally a revision added. NOTE: These records will ONLY be updated if the Revision or Part Number has been changed.

A Deviation selection is for a one time change to existing Finished Goods Inventory and/or Work In Process. A selection of Deviation will NOT update no records; such as Inventory Master, Bill of Materials or Product Data Management.(The Update/Create Record tab will be grayed out.) This is a document for reference only.

A BCN selection is to change all part information just like an ECO, but user will NOT be able to create a new product number/rev, or click any "COPY" checkboxes on "Update/Create records" page. Also, the WO and SO lists will NOT be available for selections when creating a BCN .

Select the ECO Source by depressing the down arrow next the the ECO Source box.

Enter in the ECO Reference, Effective Date. (Note: This date MUST be prior to the WO Due Date to be applied), Expiration Date if applicable (this field is only enabled when creating a Deviation), enter in the purpose of the change and Description of change, and name of the ECO Coordinator.

The screen will appear as follows:

PARTS TAB

Enter the Parts screen

To record an ADD to an ECO record

Depress the Add Button.

The system will then default to the Status field. Depress the down arrow next to the Status field.

The following choices will appear.

Select Add from the Status listing.

Enter in the new Line No that it will be listed as on the BOM.

Select Source by depressing on the down arrow next to that field.

The following selection will appear:

Enter in the Part Number, and the Revision number, Type, Class, Description, and AVL information will update automatically. If the part added has a status of "Inactive" within the Inventory Control Management, it will be highlighted in purple as an indicator to the user that this item is inactive at this time. If the user chooses to leave the inactive part on the ECO, that part number record status will automatically be changed to Active upon the "Update Records" button being depressed, so user will not have inactive parts listed on the BOM. The user will receive a warning that an XLS file has been created for reivew.

Enter in the new quantity to be used in the assembly, and Customer Part Number and Rev. if applicable.

Scroll over to the right and select the Work Center by clicking within the Work Center field. The following selection screen will appear.

Note: The system will give the user the following warning and will not allow user to save the ECO if the same part number and work center are duplicate in ECO.

The system will default into the U/K field, for the component to be included in the kit. You have the option to change this entry to one of the following Yes, No, or Free Stock.

If the user attempts to enter any other characters into this field they will receive the following warning message.
Enter in the Reference designator(s). First enter the character in the prefix box, then the Start number. Depress the "Calculate" button and the Reference Designator will update.

You will then be able to view the Inventory Locations for the highlight part number, by depressing the button. The following information will be displayed:

You will also be able to view any Open PO for the highlighted part number, by depressing the button. The following information will be displayed:

The AVL info will default in from the Inventory Control module. You may check or uncheck the approved AVLs. If the program finds duplicate part numbers in a BOM, any Alternate part number associated with the original line item will be carried fwd to the new item using the same part. As far as the AVLs, the program will get all unchecked AVLs from all items and to update all items. For example, BOM item #2 have AVL A,B,C, and D, only C is unchecked. Now in ECO, user adds item #5, it has AVL A unchecked. And if item #2 had a alternate part associated with it, that ALT part will also be carroed fwd to Item #5. We have added a message in the updating routine, if the system does find duplicate Part number, then a message will popup and let the users know then system will take the actions explained above.

If user enters a part number that already exists in the BOM, but for a different WC, the program will use the AVLs from the new added part number(s) and update the AVLs for the existing part number (as stated in the message received upon Update Records).

For Example: If a part already exists on the BOM, and now the user adds the same part again (with different WC), and makes changes to the AVL. When the ECO gets updated, the system will use the new AVL(s) from new added part and update the AVL(s) for existing part.

If I have a part on the BOM already, with 5 part/mfgr/mfgr part no (A,B,C,D,E) and 3 of them (A,C,E) are currently checked on BOM. Now the user creates an ECO and adds the same part in ECO and changes the AVL to have on (A,B) checked. When the ECO record gets updated, both parts will now have only (A,B) checked.

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If user adds the same part multiple times to the ECO and doesn't enter the same AVLs for the same part(s) that appears multiple times in the ECO, this message will appear and user must change the AVLs to be the same before they can save the ECO.

To record a DELETE to an ECO

Depress the Add Button.

The system will then default to the Status field. Depress the down arrow next to the Status field.

The following choices will appear.

Select Delete from the Status listing.

Enter in the Bill of Material line Item, that you wish to have removed from the BOM.

The screen will then update with the information pertaining to that item.

Leave the New Quantity as zero.

If you do NOT want the part scrapped, scroll to the right and remove the check mark from the Scrap Item field. (Note: This field is for internal reference only, it does NOT affect any other modules).

To record a CHANGE to an ECO

Depress the Add Button.

The system will then default to the Status field. Depress the down arrow next to the Status field.

The following choices will appear.

Select Change Qty from the Status listing.

Enter in the Bill of Material line Item, that you wish to have changed on the BOM.

The screen will then update with the information pertaining to that item.

Enter in the new quantity.

Update the Reference Designator information.

In the U/K field, change to if you do not want the change to be used in the kit.

If you do NOT want the item scrapped, remove the check mark from the Scrap Item box (Note: This field is for internal reference only, it does NOT affect any other modules).

To change the Work Center where the component is added, depress the down arrow next to the Work Center field. The following selection screen will be displayed:

Make your selection.

UPDATE/CREATE RECORDS TAB

Enter the Update Records screens.(Note: that if the type was selected as Deviation within the Header screen, then the Update Records screen will be grayed out and unavailable for selection)

Inventory Changes Section:

Check the applicable box and then Enter in a new product number, revision number, or new description, if desired.

NOTE: For the purpose of many users wanting to create several ECOs for the same product number without really updating the records (meaning creating a new part in inventory) Manex will allow you to save and approve the ECO even if they have not selected to create a new Part or Rev within the system. Upon depressing the Update Records button the system will check to see if New Product No or New Rev has been marked, if left blank then the system will just update the status of the ECO to Complete without creating a new product number in the system.

NOTE: When product is changed through ECO module the Material Type will be carried fwd to the next/new Product/Rev that is being generated at the part level, but will not carry fwd the material type at the AVL level. The system will default in "UNK" as the Material Type for the AVL Level.

To update the Material Cost, then check mark the box next to Matl Cost. The new Value field will update based on the changes made within Parts screen.

To update the Labor Cost, then check mark the box next to Labor Cost. The New Value field will update based on the changes made within the New Build Quote screen.

To require a serial number, then check mark the box next to Serial # Required. Then go to the box under the New Value column it will remain NO until checked then it will update to YES.

To change or assign a customer, check the Assigned Customer box. Depress the down arrow to see a list of customers. Select the customer of choice.

Note: Customer name can be changed on the BOM for the product, only if either the Product number or revision and the product has NO consigned parts for another customer nor any make/phantom parts that are assigned to another customer, and the product is not a sub-assembly for another product.

NOTE: This field is only editable if there are NO open Sales Orders or Work Orders linked to this product.

If user is attempting to assign a new customer name to a product with customer consigned parts reporting to it, user will receive the message displayed and will NOT be allowed to change customer name.

If user is attempting to assign a new customer to a product with any Open Sales Orders or Work Orders linked to it they will receive one of the messages displayed and will NOT be able to save the ECO.

In the ECO process of modifying or adding Parts to the ECO, there is a field which contains the Customer Part number, if available. At the present time, this field is empty and non-editable for changing or deleting a part from the BOM. But if the user wishes to add a part, they may do so by entering in either the internal part number or the customer part number in the customer part number field, and the program will locate the corresponding internal part number and enter it. The search is based on the customer part number entered AND the customer associated with the BOM from which the ECO was originated.

Because Manex allows users the ability to use the ECO module to create New Part Numbers via the ECO process, and even assign a new customer to the new part number, we must limit the customer information to that of the original customer, as we cannot determine at what point the reference should change customers, or even if it should. Furthermore, if the user does elect to create a new part number for a new customer, items unchecked on the AVL will transfer to the new bom (if checked on the update sheet). However, there may be a conflict between the AVL of the original customer and the AVL of the new customer, so the user is urged to verify the AVL content of a new bom for a new customer created with this module.

COPY SECTIONS:

Look at the items all ready checked to be copied. If you do not want the items copied, uncheck them.

Note: When creating new Product within Inventory via ECO change the new Product's AVL will be auto assigned with the Material Type of "Unk". It will not keep the MT from the original Product the ECO was originated from.

OPEN SALES ORDER LIST:

The Open Sales Order List will include all open Sales Orders including the ones that are flagged as "Admin Hold" and//or "Mfgr Hold", and any open RMAs against this product.

In the Open Sales Order List, check mark within the Change box column if you want the Sales Order and/or RMA to be changed.

Note: If there have been NO items shipped against the sales order selected then the system will just replace the existing product with the new product and/or revision within the Sales Order.

If there have been shipments made against the item the old line item will have the Ord Qty updated to equal the total Shipped and the status changed to Closed. A new line item will have been created for the new Product/Rev for the remaining balance that was left on the original item.

If you do NOT want the price changes to affect the sales order prices check the "Retain Sales Order Prices" box. If you would like to retain any extra charges against the line item check the "Retain Remaining Extra Pricing Items" box.

Refresh SO button has been provided so the user can refresh the Sales Order list to check for any new SO created in the system since the ECO was first created.

The completed screen will appear as follows:

NEW BUILD QUOTE TAB

Enter the New Build Quote screen.

To add a new Labor Cost associated with the new revision, depress Add the button. Type in the Labor Cost Description. Type in the new revision cost per unit. Continue to Add as required.

The completed screen will appears as follows:

REWORK QUOTE TAB

Enter the Rework Quote screen.

In the Open WO List (As of ECO Open Date), check mark within the Change box column if you want the WO to be changed/reworked. The WO's checked will only be changed/reworked when creating an ECO. They will not be changed/reworked when creating a deviation. (This field is for reference only when creating a deviation).

You will receive the following message, as you check each box:

Depress the OK button to continue.

If Work Order is shaded in WHITE - that means that this Work Order has no qty in FGI so the system will automatically update the Work Order to the New Revision. If a kit is in process for the Work Order selected user MUST depress the "Update Kit" button within the kitting module after the ECO is approved for any part changes to be reflected. NOTE: When the ECO takes place and the WO record is updated SFT losses the transfer history for the old revision and starts over with only xfer history for the new revision from that point on. See Article #3401 for further detail.

If Work Order is shaded in BLUE - this means that this Work Order is partially completed and will be split into two Work Orders: The system will change the original Work Order (original product number and revision) build qty to match the qty completed and close this Work Order. The KIT for that work order will retain only enough material to build the completed quantities. The system will then create a new work order for new product number/revision for the balance quantity. All the extra material issued to the original work order will be de-kitted from original Work Order and issued to the new Work Order.

If Work Order is shaded in PINK - These Work Orders are partially completed and some of the issued components are either serialized or lot code traceability activated. These specific components have to be de-kitted manually prior to proceeding. Or the original Work Order, has to be closed (balance reduced to completed quantities) and extra material de-kitted manually. Then, the new Work Order has to be created for the balance quantities.

If needed, you have the option to refresh the Work Order listing to see if any new Work Orders have been created for this product since this ECO was originally opened, by depressing the "Refresh WO" button.

To add costs solely associated with the rework of open Work Orders and/or Finished Goods Inventory, depress the Add button under the Rework Cost Description window. Type in the Rework Cost Description and the related cost per unit.

The Inventory Locations (As of ECO Open Date), will default in and is for reference only.

The Totals (As of ECO Open Date) will default in displaying the quantity in WIP and the quantity in FGI. The Units to Rework and the Cost to Rework will update automatically.

If any new Work Order's were created they will be displayed in the "New Work Order" field for reference:

TOOL & FIXTURE QUOTE TAB

To add new Tool/Fixture Information, depress the Add button below the section.

Add the Tool/Fixture information from the pull down.

Choose the Work Center from the pull down.

Fill in the cost amount, Charge Amount, Effective Date, and Termination Date.

Once the ECO record has been approved and updated within the system, this Tool/Fixture information will be carried forward into the PDM and Routing Setup modules.

The completed screen will appears as follows:

Depress the Header tab. Note that the ECO Cost/Unit columns have updated at the bottom left hand side of the screen:

Depress the Save record action button or the Abandon changes action button.

Upon Saving the user may be given a message if one or more of the parts do not have the same number of reference designators as the new quantity within the ECO, or BCN. This is giving the users the option to print out a report to list these item or not.

If Yes is selected the report, ECO Report Incorrect number of reference designators will go directly to the default printer and the next message will be displayed.

The user now has the option to cancel out of the save or continue.

The user should go back to the reference designators section for the part listed in the report and change the number of designators to equal the quantity required.

The Approval button will be available. Depress the Approval button. You will be prompted for the appropriate department password. Continue this process until all of the departmental approvals have been entered, as displayed:

Once all of the Approvals have been fulfilled then within the Update Records tab the “Update All Records" button will become available.

Depress the Update All Records button. The records you selected will update. The ECO or BCN will now show with the following Updated time stamp.

Note: For a new revision, P/N, etc., go into the Inventory Master and if desired, update for the Warehouse location in the Quantity Information tab (the system will copy the warehouse information from original Product selected). Also, update for Mfgr Part Spec.

Adding A New Deviation Record

Overview:

The difference between the ECO and the Deviation is: A Deviation is a method to document and approve a temporary change from the normal operation until an ECO is created to replace the Deviation, it is only a record that someone approved a change in some method for a work order(s). That is the reason the Deviation has an Expiration Date field in the main page and it will not update any active modules, part number change, rev change, description change or anything else. Whereas, ECO is a permanent change and change the part number, or rev or description, or standard cost, or anything thing else including updating any or all active files.

The basic procedure of processing a Deviation follow basically the same rules as a Regular ECO except for the Update Records button is disabled.

Enter the ECO module. Depress the Add Record action button Select the desired product number. Then for the Type Select Deviation

Once Deviation has been selected as the Type, continue on and enter in the remaining Deviation information as explained in the Adding ECO section above. Note: For a Deviation you MUST make sure you complete the expiration date so users know that it is for a limited period of time. If this field is left blank the deviation will NOT be displayed in the SFT module.

Note: The Update Create Records tab will remain grayed out and unavailable for any Deviation records entered within the system.

Once the Deviation has been completed the normal list of Approvals need to be entered.

The status of the Deviation record will update to Approved.

Changing the status of a Deviation from Approved to Completed.

The Status of a Deviation will remain as Approved in the system until the users manually changes the status to Completed. Once the status of a deviation has been changed from Approved to Completed it will no longer appear in the SFT (Shop Floor Tracking) module.

Find the desired Deviation record.

Depress the Edit record action button. Click on the down arrow next to the Status field, the following selections will be available for Deviations.

Change the status to Completed. Depress the Save record action button to save the changes the changes, or depress the Abandon changes action button.

The Deviation will now show in the Status listing of Completed Records.

1.4.4. Copying An Engineering Change Order

Enter the ECO module. Find an existing ECO record within the system.

Depress the Copy Record action button. The following message will be displayed:

Select Yes, enter your password. Then the next message will be displayed:

The following selection will appear:

Once you have selected the desired product number the following will be displayed:

The following information will be copied fwd from the original ECO to the new ECO record.

Header Information

ECO Type
ECO Source
Customer (if applicable)
Purpose of Change
ECO Instructions
ECO Cost/Unit
ECO Coordinator

Update/Create Records Information

New Values (if applicable)

New Build Quote Information

Labor Cost Description

Rework Quote Information

Rework Cost Description

1.5. Reports - EBD

To obtain the ECO Reports within the Web, select the WEB Print button from the ManEx action buttons at the top of the screen. For further detail on How the Reports work within the Web refer to Article #5477.

Note: In order to access the Reports within the Web the Company Root URL must be setup within the System Appearance module and user must be linked to web within the System Security Module.

Select the Report Type: ECO - A List of Reports will be displayed that are available on the Web for ECO

To obtain the ECO Reports within the desktop, select the Print button from the ManEx action buttons at the top of the screen.

The following reports screen will display a list of reports that are available on the ManEx Desktop:

PRINT OUT OF ECO REPORT

Select the Printout of ECO report and then depress the OK button and the following screen will be displayed:

The ECO record that is open within the ECO module will default in – but the user does have the option to enter in a different ECO # record if desired.

The ECO Printout Report will appear as follows:

ECO STATUS REPORT

If you highlight the ECO Status Report and then depress the OK button and the following screen will be displayed:

Select the ECO Status and ECO Type by pressing on the down arrow next to the window. Highlight the desired status.

Enter the Customer: (If All Customer are desired leave * as default) NOTE: You MUST enter a Customer or have the default (*) for this report to work. If the ECO record does NOT have a Customer selected, then it will NOT appear on this report.

Enter Starting Date Range and Ending Date Range in "yyyy-mm-dd" format

Enter Starting Part Range and Ending Part Range: (If all parts are desired leave * as default)

Depress the OK button. The following ECO Status Report will appear as follows:

1.6. FAQs- EBD

Facts and Questions for the ECO, BCN & Deviation Control Mgmt (EBD) Module