Apply Engineering change order on BOM¶

Engineering change order (ECO) allows changing the components, component quantity in the bill of materials (BOM) or work centers to meet the changing manufacturing request.

How to create an ECO¶

Navigate to PLM ‣ Changes ‣ Engineering Change Orders and press Create.

Enter the information:

Short Summary: A short summary of why you want to create this ECO.
Type: Select an existing ECO type. You can see how to create ECO type at Initial Configuration for Product Lifecycle.
Apply on: Apply on Bill of Material or Product Only.
Product: Select the product to apply the ECO.
Bill of Materials: Select the bill of material of the product that you want to apply this ECO.
Responsible: The person who responsible for this Engineering change order.
Effectivity: The day you want to apply the ECO.
Tags: Categorize the ECO with tags. See more at Initial Configuration for Product Lifecycle.
Note: Note the changed details and the changing reason.

After filling in the information, press Save to finish creating.

Starting Engineering change order¶

On the created ECO, press Start New Revision to start the process.

Suppose you have a BoM for the Table product that includes:

Table Top: 1.
Table Leg: 4.
Screw: 4.
Bolt: 10.
Assembly: 60 minutes.

Set up 4 ECO stages with approvals in the In progress stage and the Validated stage. To set up stages, refer to: Initial Configuration for Product Lifecycle.

Update Bills of Materials¶

At the ECO view, press Update BOM.

The system will navigate you to the product’s BOM view. Now, the old BOM will be archived and no longer active.

Press Edit and start editing:

At the Components tab: Change the component in BOM. E.g. Adding 8 Bolts, removing Screw.
At the Operations tab: Edit the Assembly from 60 minutes to 30 minutes.

After editing, save the changes and go back to the ECO view by pressing its name on top of the screen.

The BoM Changes tab and the Operation Changes tab will show the corresponding changes with the Components tab and the Operations tab of the BoM view.

Review the changes when you finish, press In Progress to change the stage, and wait for the 1st approval.

Approve Engineering change order¶

The 1st approver will review and press Reject if they disagree or Approve if they agree.

If the 1st approver approved, he/she will press Validated to wait for the next approval.

Similarly, the 2nd approver will approve.

After pressing Approve, press Apply Changes so that the ECO becomes Effective.

The Approvals tab will show the information about the approver of each stage.

Now, the new BoM will be active with the new changes.