REQUIREMENT
The requirement is to track BOM changes for recording purposes and to implement a supervisor Approval process on the same. It does not require any impact on the item or its BOM.
SOLUTION
This can be achieved by creating custom records to track changes in the BOM. There will be two custom records named Engineering Change Order and BOM Changes. BOM changes record will be the child record of the engineering Change Order custom record. We will be adding a button in the engineering Change Order record to add BOM changes.
ENGINEERING CHANGE ORDER CUSTOM RECORD SET UP
In this custom record, we will be logging engineering change order type, effective start date, effective end date, Approval status, subsidiary, Problem, and description. There will be two subtabs named Product changes, and Process changes. On saving the record will be showing a button on the record saying ADD BOM CHANGES. On clicking the button, the user will be navigated to the child custom record named BOM CHANGES.
CUSTOM RECORD FIELDS
| Field | Description |
| ECO Type | Select the type of change order. |
| Problem | Enter the reason for the change order. |
| Description | Enter details of the reason for the change order. |
| Date | Creation date is set to today’s date by default. You may set this to a future date. |
| Effective Start Date | Use the calendar to set the date when the change order becomes effective. |
| Effective End Date | Use the calendar to set the date when the change order becomes obsolete. The effective end date is not mandatory. |
| Subsidiary | Select subsidiary |
| Approval Status | This is set to Pending Approval, by default. |
| Product changes details | BOM Changes custom records will be shown under the subtab Product Changes |
| Process Description | Enter details of the process change under Process Changes subtab |
ADD BOM CHANGES BUTTON
This button will be shown in the Engineering Change Order record after the user saves the record. When it clicks a new pop-up window will appear.
ENGINEERING CHANGE ORDER HISTORY SUBTAB IN ITEM RECORD
We will be providing a subtab called engineering change order history under item record to show the related engineering change custom record entries so that users can easily navigate to related engineering change order custom records.
BOM CHANGES CUSTOM RECORD SETUP
In this record, the user will be able to enter which action needs to be done and the user will be able to specify the item and item replacement. These child records will be shown under the subtab of the Product changes in the Engineering Change order custom record.
CUSTOM RECORD FIELDS
| Field | Description |
| Action | Select the change action you want to add. – Add, Remove, Replace |
| Item | Enter the name of the item you want to add, remove or replace to a BOM. |
| Item Replacement | Enter the replacement item if replace is selected in the action field. It will be disabled for other action fields |
| Assembly Item | Enter the assembly affected by the change |
| Quantity | Enter the quantity of the item you want to add/replace. It will be disabled for remove action |
APPROVE BUTTON AND REJECT BUTTON
We will be providing Approve button and Reject button in the engineering change order to approve or reject the engineering change order. We will be sending notifications to the approver with the custom record link. The approver should approve or reject the request. If the approver clicks the reject button, we will be providing a field to enter the reject reason. The approver will be set to the Supervisor of the user who created the Engineering Change Order custom record. If the Supervisor is not defined for that employee, then a static approver (Charlton Stevens) will be set for those records
ASSUMPTION
- The advanced bill of materials feature in the account is not enabled and Ox Tools will not be using that feature.
- There will be no effect in Item record or BOM record due to this customization.
- These records will be used to track the BOM changes and will act as a future reference only
- We will be not be automating the approval status change in the custom record.
RISKS
- This custom solution will be applicable only for reference purpose.
- The Engineering Change Order History subtab will be shown based on the form, not based on the subsidiary. Even if it is applicable for only one subsidiary the tab will be shown in every subsidiary.