SEE-HOW:
MAINTAIN BOM (ECO TOOLS)
When it is
done:
An ECO is entered each time you wish to add, change or delete any
item or component across multiple Bills of Material simultaneously.
An ECO is an Engineering Change Order, initiated by the Hills RFC
process used to track product changes. The RFC number is applied to
JDE as the ECO number, following completion of the approval
process.
Covered in
this card



JDE menu navigation to maintain the BOM using the ‘ECO Tools’
process.
Setting up the ECO process before implementing changes.
Testing the ECO (PROOF) - how to test the ECO set-up in
PROOF mode to ensure data integrity
Action the ECO (FINAL) - how to update the BOM using the
ECO process in FINAL mode.
Update Item Change History - how to use the ECO Tools to list
those items requiring item Change History update.
Enquire on product amended using ECO Tools.
Enquire on ECO Work Orders, to list all ECO Work Orders.


The batch quantity on a BOM should equal ‘0‘ (general rule).
BOM ‘Line No’ (revision) will be incremented by ‘0.1‘.




Important
Notes:
Related
Documents:
J:\PROJECT\PHASE 4 - Design\Business Operating
Scripting\Manufacturing\Product Data Management\New Item
Creation: PD22 - Engineering Change Order (ECO)
SETTING UP THE ECO:
Step
Action/Screen
1. Navigate the menu path
through Product Data
Management, Periodic
Maintenance, ECO Tools
Select the following
option:

Enter/Change ECO
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Step
Action/Screen
2. The ‘Work with ECO
Order Entry’ screen will
be displayed.
3. Click on the ‘Add’ icon to
enter a new ECO.
4. The ‘ECO Work Order
Entry Revisions Screen’
will be displayed.
NOTE: Do not apply REC
Number to ECO Number - allow
JDE to issue ‘ECO Number’.
5. Include REC number in a
brief Description of the
ECO being entered e.g.
“REC7716 - RB28916 to
RB28924” or “REC 7923
Chg Iss Qty RC12345”.
NOTE: Limit of 30 characters
applies.
6. Insert B/P number into
‘Cost Centre’ field, and
Charge Code into ‘Cost
Code’ field (eg. 01xxx).
7. Insert REC Number into
X-ref field (becomes
“Reference” field in
‘Enter/Change Work
Order’ screen).
8. Check the applicable
boxes within the ‘Change
Type’ section. (Used for
display in the Inquiry
screens.)
9. Tab to “Type” and apply
‘Phase In’ code
eg. IMD = ‘Immediate’
using effectivity dates, or
UUP = ‘Use Up’.
Include reason for ECO
as ‘M’ (to signify
engineering change).
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Step
Action/Screen
10. Tab to “Names” and
include ‘Originator’ of REC,
and ‘Coordinator’ (person
responsible for actioning
REC).
Include B/P as customer,
and other fields as
appropriate.
NOTE: The latter three fields
are available for QBE searches
within the ‘Enter/Change Work
Order screen’.
11. Tab to “Dates” and include:
- the date the REC was
approved, as the ‘Design’
Target Date,
- the date the ECO
becomes effective, as the
‘Design’ Actual Date,
- the date the OCN was/isto-be completed, as the
‘Incorporated’ Actual Date.
NOTE: These dates provide the
date information for the
‘Enter/Change Work Order’
screen.
12. Click ‘OK’ to save.
The screen will clear, and
the allocated ECO number
will be displayed.
13. Click on the ‘Cancel’ icon to
exit the screen and return
to the ‘Work with ECO
Order Entry’ screen.
14. Type the ECO number (that
was generated in the
previous step) into the QBE
bar.
15. Click on the ‘Find’ icon.
The ECO line detail will be
displayed.
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Step
Action/Screen
16. Highlight the ECO line and
click on the ‘Parts List’ icon
in the Row Exit Bar.
17. The ‘ECO Parts List Entry’
screen will be displayed.
Set up your screen format
by re-arranging the
columns so that only the
essential ones are shown.
Remember to add and
save new screen format.
*** BEFORE PROCEEDING, SET UP A NEW SCREEN FORMAT
TO ENSURE THE DATA IS CLEARLY VISIBLE, AND EASILY
UNDERSTOOD. (Suggested layout bottom of this page)
Complete the following fields:
Chg Type: use the searchlight to review the options:
‘N’ to add New part to BOM,
‘S’ for Swapping a part on a
BOM, etc.
P/C Rel: this will be Parent
(add, change, delete or swap
a BOM), or Child (add,
change or delete a part on an
existing BOM).
Item Number: enter the part
to become obsolete. May
involve several different items,
each with different dates, but
require new line for each item.
Item Branch: enter the Item
Branch where BOM resides.
May involve several different
B/Ps, each with diff. dates, but
require new line for each B/P.
Effective From: enter the
date(s) the change or addition
is to become effective from.
Swap To Item: enter the new
replacement item part number.
NOTES:
Several lines may be added to the same ECO, enabling the
simultaneous implementation of multiple changes, as
applicable to the REC/ECO in question.
Changes may be implemented within several different
Branch/Plants simultaneously, however, changes involving
diff. Branch/Plants require their B/P item(s) to be separated
out such that all B/P 123 changes occur as a separate action
from the other B/P(s).
DO NOT ATTEMPT TO COMBINE MULTIPLE BRANCH/PLANT
CHANGES WITH MULTIPLE PART NUMBER CHANGES ON
THE SAME LINE. (See setting-up/selecting of data, page 6).
EXAMPLE:
Related Items: output from
JDE as to how many parts lists
are affected by this change.
(Batch Qty – not required, unless
multiple BOMs exist for various BOM
Quantities – accept default of zero.
Swp Rev – Do not interfere with
Swap Revisions – JDE will increment
for each new change; accept system
default.)
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Step
Action/Screen
18. Click ‘OK ‘ to save and
exit. You will return to
the ‘Work with ECO
Work Order Entry’
screen.
19. Highlight the line, and
click on the ‘Parts List’
icon again. This will
take you back to the
‘ECO Parts List Entry’
screen, where you can
view the details you
have just entered.
20. Highlight the line and
click on the ‘Related
Items’ icon in the Row
Exit bar.
NOTE: IN THE EVENT OF
ERROR MESSAGE: “You
are not authorised to run
this application…”, REFER
SECTION ‘ADDITIONAL
INFORMATION’ AT END OF
THIS SEE-HOW CARD.
The ‘ECO Related Items’
screen will be displayed.
21. Note the system
prompt. This feature
provides guidance to
the next action.
22. Take the Form Exit to
‘Where used SS’
(Search & Select).
NOTE: This screen will
show the where-used for the
item to be replaced,
including obsolete lines of
BOMs, and the where-used
for item in other B/Plants.
23. Where working within
a single Branch/Plant,
insert B/P number into
‘Component Branch’
field and select FIND.
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Step
Action/Screen
24. Highlight those items that
are to be affected by the
change.
This may be all items
shown, or just a few.
Furthermore, this ECO may
not necessarily involve
replacing the part(s), but
changing the quantity or
Effective date.
Choose SELECT to return
to ‘ECO Related Items’.
25. Correct any errors before
proceeding (as highlighted).
In the adjacent example, the BOM
involved listed the item on two
separate lines, using two consecutive
sets of Effective dates. This is
because the ‘ECO Related Tools’
screen picks up all incidences of the
item, including where the item is no
longer effective. These need to be
identified and deleted from this screen
by highlighting the row and deleting.
In the second example, the item
involved has been listed in all BranchPlants in which it is used, but the
current ‘working’ Branch/Plant is 538.
You will need to select & delete the
rows involving other Branch/Plants,
shown as errors.
Note: It may be necessary to correct errors within BOMs and
Routes in order to correct problems in this screen.
26. Click ‘OK’ to save and exit
back to the ‘ECO Parts List
Entry’ screen.
Click ‘Cancel’ to exit.
** You have now set up the
request, PRIOR to making
any changes to the data, and
now need to invoke the
change in PROOF mode, in
order to ensure the expected
result is achieved, before
running in FINAL mode.
Example: Items not in specified Branch/Plant (wrong “Item
Branch”). Correct by selecting and deleting from
the ECO process.
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TESTING THE ECO (PROOF):
Step
Action/Screen
1. Navigate the menu
path through Product
Data Management,
Periodic Maintenance,
ECO Tools
Select the following
option:

Populate
Engineering
Changes - Proof
2. Set ‘Data Set Selection’
with the system issued
ECO Number(s).
Note: It is permissible to
enact several ECO’s
(REC’s) simultaneously.
3. Select ‘Print Immediate’
to obtain a hard-copy of
the system-generated
PDF file.
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ACTION THE ECO (FINAL):
Step
Action/Screen
1. Navigate the menu path
through Product Data
Management, Periodic
Maintenance, ECO Tools
Select the following option:

Populate Engineering
Changes - Final
2. Set ‘Data Set Selection’
with ECO Number(s), as
above.
3. Choose OK to run.
Note: It is permissible to enact
several ECO’s (REC’s)
simultaneously.
4. Use ‘Enter/Change Bill of
Materials’ program to
check a few BOM’s at
random, to ensure changes
have been correctly
implemented.
NOTE: The ECO process will
have recorded the ECO
number against each amended
line.
5. Return to the ‘Work With
ECO Work Order Entry’
screen.
NOTE: The Order status is now
at 99, indicating the ECO is
closed out, and will NOT require
Manufacturing Accounting
action.
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UPDATE ITEM CHANGE HISTORY:
Step
Action/Screen
1. Open ‘Enter/Change
ECO’.
2. Row Exit to ‘Parts List’.
3. Then further Row Exit to
‘Related Items’.
4. Highlight one item at a
time, then Row Exit to
‘Item Master’
5. Double-click on item
attachment in Item
Master, to access the
Change History screen.
Note: Using the method
above ensures all parts
listed on the ECO are
conveniently filtered out,
eliminating the need for
wading through the Item
Master to find the items.
6. Record the change
against the Change
History screen in the
Item Master, for each of
the items modified.
7. Repeat for each line item
of the ECO.
Note: Use Copy & Paste
functionality to make this
task faster and easier.
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ENQUIRE ON PRODUCT AMENDED USING
ECO TOOLS:
Step
Action/Screen
1. Navigate the menu path
through Product Data
Management, Periodic
Maintenance, ECO Tools
Select the following option:

ECO Revisions Enquiry
2. Insert Parent item Number
and select ‘Find’.
3. Highlight row for ECO of
interest, then double-click, or
take ‘Enter/Change Order’
Row Exit for details of ECO.
NOTE: The “To Rev” field
indicates the order of ECO
implementation for that item,
whilst listing the subsequent
revisions for that BOM.
4. Take ‘BOM Revisions’ Row
Exit to view actual changes
made to BOM.
(Blank ‘As Of Date’ to see
the before & after data.)
The “Remarks” column
within the BOM will indicate
which line(s) of the BOM
was changed by ‘ECO
Tools’, for example:
“Bill Revised by ECO# 31”.
NOTE: Whilst it is possible to insert
the Child item number in place of the
Parent Item Number in the above
query, no useful information seems to
be forthcoming from doing so.
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ENQUIRE ON ‘ECO’ WORK ORDERS:
Step
Action/Screen
1. Navigate the menu path
through Manufacturing,
Shop Floor Control, Work
Order Scheduling
Select the following option:

Enter/Change Work
Order
2. Insert Work Order “Type” =
“EN” into QBE line, and
select FIND.
NOTE:
Can
either
specify
Branch/Plant of interest, or leave
blank to show all Branch/Plants
containing ECOs.
In example opposite all Branch/
Plants have been shown; in
practice however, you will only see
those Branch/Plants where you
have access to modify records.
3. Highlight ECO of interest,
than select Row exit to
“Additional Details”.
Details of the ECO, such as
REC number, brief
description of change,
person(s) responsible for the
change and date of
implementation (previous
screen), are available to
Shop Floor Control
personnel.
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ADDITIONAL INFORMATION:
The above See How card explains in detail how to swap one part with another, on a
parent item.
Please refer “ADDITIONAL INFORMATION” below, for set-up table of how to work
with swaps, changes and deletions.
Error Messages:
The error message “You are not authorised to run this application…” indicates you do
not have the required security access to open the program selected. You may need to
advise one of the senior PDM people, in order that they can contact the person in the IS
Dept. responsible for JDE security, on your behalf.
(NOTE: The IS Dept are unlikely to give access without representation from a ‘super-user’.)
The following programs are likely to be the cause of the above message:
Program P3013 - ZJDE0001 (Form W3013D) "ECO Parts List Entry"
Program P30131 - ZJDE0001 (Form W30131A) "ECO Related Items List"
Program P30201S - ZJDE0001 (Form W30201SA) "BOM Where Used Search & Select"
This information will need to be relayed to the IS Department, due to the complexity of the
system, and the number of possible reasons for access problems.
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Additional Information (BOM changes)
ACTION
ECO PARTS LIST FORM
RELATED ITEMS FORM
Change
Type
P/C
Rel
Enter the
Following:
Revision Level
Enter the
Following:
Revision Level
Change a Bill
C
P
N
P
Current parent
revision
New parent
revision
Updated parent
information
Add components
for the new Bill,
or Copy an
existing Bill.
New revision
Add a New
Bill
Current Parent
Item
New parent
item for new bill
Remove a
Bill
Swap a
parent item
R
P
Current revision
S
P
Current parent
information
Swap to parent
information
Swap from
parent
Change a
component
C
C
The item to be
changed
New revision of
component
Parent of new
component
revision
Add a new
component
N
C
New item
number
New component
revision
Parent bills that
will have
component
changes
Parent Bills using
components
Remove a
component
R
C
Component to
remove
Revision of
component to
remove
Swap a
component
S
C
‘Swap to Item’
number
Revision of swap
to component
Swap from
‘Item Number’
Revision of swap
from component
Revision level
of added
components
Swap to parent
revision in fold
Revision of swap
from parent
Parent bills have
component
removed (where
used)
Parent bill having
components
swapped
Revision of
new
components’
Revision of
parent having
component
removed
Revision of
parent having
component
removed
Important Points to Note
AT ALL TIMES TAKE CARE TO ENSURE MAXIMUM DATA INTEGRITY,
BY METICULOUSLY FOLLOWING THE PROCEDURE LAID DOWN, AND
NOT RUSHING THE TASK OR TAKING SHORT CUTS!
END SEE-HOW:
MAINTAIN BOM (ECO TOOLS)
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