ENG Engineering Change Order Upload  Help

ENG Engineering Change Order Upload creates and updates engineering change orders (ECOs) from Excel, together with their revised items and revised components, the way the Engineering Change Orders form does. It downloads the ECOs of an organization for editing, saves each row with the validations of the form, and returns a result report with the outcome of every row.

When to use it

• Create many ECOs in one step, each with its revised items and component changes, for example a component swap on many assemblies.
• Add, change or disable components on the bills of many revised items.
• Reschedule revised items, or change their status, new revision, disposition or MRP and WIP settings.
• Update ECO details such as requestor, department, reason, priority, approval status or implementation costs.

Before you start

• You are signed in to a responsibility with access to the inventory organization and to the upload in Blitz Report.
• The ECO types, reasons, priorities and departments you use are defined, and the revised items and components exist in the organization.
• A component you change or disable is implemented on the bill of the revised item.

Choose a template

The default template is Default.

Step 1 – Set the parameters

Open ENG Engineering Change Order Upload in Blitz Report, choose the template and set the parameters. They decide which ECOs are downloaded.

Step 2 – Run to download the Excel file

Click Run. With Create, Update, the file has one row per ECO, revised item and revised component: an ECO without revised items has one row, and a revised item without revised components has one row. The ECO columns repeat on every row of the ECO, the revised item columns on every row of the revised item. Organization Code and Eco of a downloaded row, Eco Status, Revised Item Description, Implemented Date and Component Description are read-only. With Create, the sheet is empty.

Step 3 – Enter the ECOs, revised items and components

Change the downloaded rows, or add rows for new ECOs, revised items and revised components. Repeat the ECO and revised item values on every row that belongs to them; a change on any of those rows is saved.

• Eco, Eco Type (required for a new ECO), Requestor, Eco Department, Reason, Priority, Approval Status, Eco Description, Engineering Cost and Manufacturing Cost. A new ECO is created with status Open.
• Revised Item and Alternate – identify the revised item and cannot be changed on an existing one.
• New Item Revision, Item Revision Description and New Routing Revision.
• Effective Date – required for a new revised item and defaults to today. A date in the past is moved to the current date, as in the form. Early Effective Date must not be after it.
• Revised Item Status (Open, Hold, Scheduled or Cancelled), Mrp Active (defaults from the profile ENG: MRP Active flag default for ECO), Update Jobs (defaults to Yes for items built in WIP), Disposition (defaults to No change required) and Change Description.
• Component Action – Add adds the Component to the bill. Change and Disable refer to the implemented component of the bill at Old Operation Seq, or at Operation Seq when Old Operation Seq is blank, effective at the revised item’s Effective Date. For Change, enter only the values that change.
• Operation Seq (1 for a new component), Item Seq, Basis, Quantity, Disable Date, Planning Percent, Yield, Enforce Int Requirements, Include In Cost Rollup, Supply Type, Supply Subinventory and Check Atp.
• Optional, Mutually Exclusive, Minimum Quantity, Maximum Quantity, Include On Ship Docs, Required To Ship, Required For Revenue and Component Comments.
• Delete Component – Yes removes a pending revised component from the ECO.

Step 4 – Validate and Save

Click Validate and Save. This checks for missing required values and for values that are not in their lists, marks the rows Valid and saves the file. Correct any rows it flags before uploading.

Step 5 – Upload the file

In Blitz Report click Upload and select the saved file. The upload request processes the rows in order. Each row is saved or rejected on its own, so a rejected row leaves nothing behind and does not affect the other rows.

Step 6 – Review the result report

When the request completes, a result report opens listing every uploaded row with its status and a message naming what was created, updated or deleted, for example ECO created. Revised item VI40001 created. Revised component VI12618A created., or the reason the row was rejected. The result report shows the values as they were saved in Oracle.

What’s produced

• Engineering change orders, revised items and revised components, saved as the Engineering Change Orders form saves them.
• Each row is saved or rejected on its own. A row that fails leaves nothing behind and does not affect the other rows.
• A result report listing every row with a status (success or error) and a message.

Common questions

How do I enter an ECO with several revised items and components?
Enter one row per revised component and repeat the ECO and revised item columns on each of them. A revised item without component changes takes one row of its own.

How do I reschedule a revised item?
Change its Effective Date. Its revised components are rescheduled with it.

How do I change the new revision of a revised item?
Change New Item Revision on the downloaded row. The downloaded row identifies the revised item, so the revision is renamed.

Can I delete a revised item?
No. Set its Revised Item Status to Cancelled instead.

How do I replace a component on an existing revised item?
The component and action of an existing revised component cannot be changed. Remove it with Delete Component and add a new row for the other component.

Can I approve or implement ECOs with the upload?
No. Approval, implementation, substitute components, reference designators and revised operations are maintained in the Engineering Change Orders form.

How do I enter descriptive flexfield values?
Use the Flexfields template. Its attribute columns show the segment prompts of your flexfield setup.

Troubleshooting