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 Checking a Document and Converting an ECR Locate this document in the navigation structure

Procedure

  1. Edit the ECR. To do this, choose   Engin.change req.   Change   from the   Engineering Change Management menu.

  2. Go to the change header and change the system status to Check request .

    This status is copied to all assigned change objects, which ensures that all change objects are checked by the system.

    – Choose Edit Set status .

    You see a dialog box showing all the statuses (business transactions) in the status network.

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    The business transactions that can be carried out in the current processing situation have a pushbutton next to them. Use this pushbutton to set the required status.

    To display a list of the business transactions that are allowed or disallowed in the current situation, you can also use the following menu path:   Goto   Status management.   On the   Status screen, choose   Extras   Bus. transactions.  

  3. Check the change objects (for example, documents). Decide whether each object is affected by the change or not.

  4. – From the object overview (for example, document overview), go to the detail screen of the object management record.

    – Choose   Edit   Set status   .

    You see a dialog box in which you decide whether the change is relevant to this object. For example, a material may be affected by the change (object system status Change possible ), whereas the change may not be relevant to a certain document (object system status Change unnecessary ).

    – If a change object cannot be changed for whatever reason (for example, due to technical requirements), you must set the Change impossible system status for this change object. In this case, the system automatically sets the system status of the change master to Lock . The system can undo the lock for the change master record (system status Unlock ). However, you ought to check the change in the areas of your company that are affected by it so that you can make any required settings and fulfil all the necessary requirements.

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    At this point, you cannot process the change objects (for example, document) with reference to this change number. The change request must be approved first.

  5. The users responsible must approve the change request and convert it to an engineering change order (ECO).

You cannot edit the change objects with reference to this change number until the change request has been approved and converted to an engineering change order.

Note Note

You can now edit change objects (for example, document) with reference to this change number.

End of the note.