ECO类型和阶段

工程变更单(ECO)被分类为它们所代表的变更类型,并且通过阶段进行跟踪。|ECO|类型和阶段由用户定义,可以根据不同的行业自行定义。

ECO类型

每个 ECO 类型将 ECO 分割成不同的项目,从而确保合作者和利益相关者只查看和帮助相关的 BoM 改进。

Example

电子芯片制造商使用五个 ECO 类型: 新产品BOM更新组件更改产品改进固件更新 。在它们的配置中,工程师可以专注于 ECO组件更改 和`固件更新` 类型中,而设计师可以看到 ECO新产品介绍 类型中,从而允许每个学科只对那些需要他们专长的更改进行关注。

同个自定义ECO类型的例子。

创建ECO类型

要访问和管理 ECO 类型,请导航至 PLM 应用程序 ‣ 配置 ‣ ECO 类型

点击 新建 ,创建新的 ECO 类型。在新的 ECO 类型 表格中,填写以下信息:

  • 名称: ECO 类型的名称,它将组织项目中该*类型*的所有 ECO

  • 电子邮件别名: 如果填写了此可选字段,则向此电子邮件地址提交的电子邮件将自动在此 ECO 类型的最左级生成 ECO

Example

“配方变更” ECO 类型用于在单个项目中组织和追踪相关的 ECO。配置 电子邮件别名 字段后,“配方更改” 项目中的 ECO 会发送到电子邮件地址“pawlish-change@pawlished-glam.odoo.com”。

ECO 类型示例。

Edit ECO types

通过导航至 PLM 应用程序 ‣ 配置 ‣ ECO 类型 页面,修改现有 ECO 类型名称和电子邮件别名。在该页面中,从列表中点击所需的 ECO 类型。

On the form for each ECO type, edit the Name or Email Alias fields.

阶段

Within the Engineering Change Orders Kanban view for a specific ECO type, stages are milestones used to identify the progress of the ECO before the changes are ready to be applied. By default, Odoo uses New, In Progress, Validated, and Effective, but these are fully customizable to the specific life cycle of an ECO type.

Default stages for an ECO type.

Note

The Effective stage is folded by default to avoid listing every single ECO that has gone into effect. See Closing stage for more on this configuration.

Verification stages require a designated user to approve, ensuring that changes do not proceed until the ECO changes have been reviewed by the appropriate stake holders. Closing stages that can apply changes put BoM and operations changes into immediate effect, changing all pending and future MO to the latest BoM version.

Tip

The most common practice is to have at least one verification stage, which is a stage with a required approver, and one closing stage, which stores ECOs that have been either cancelled or approved for use as the next production BoM.

更多内容

Approvals

Verification stages

To configure a verification stage, hover over the intended stage, and select the (Actions). Then, click Edit to open a pop-up window and check the box for Allow to apply changes.

Next, add an approver in the Approvers section, by clicking Add a line, and specifying the Role of the reviewer, the User, and an Approval Type of Is required to approve. See more about approval types.

在弹出窗口中指定的阶段丢弃 ECO 时,会自动通知列出的审批人。完成后,点击 保存并关闭

更多内容

审批

Closing stages

Click an ECO type from PLM app ‣ Overview to open the Kanban view of ECOs of this type.

To configure a closing stage that applies BoM, edit the stage and tick the boxes for Folded in kanban view, Allow to apply changes, and Final Stage. When ECO cards are placed in a stage that will Allow to apply changes, then any BoM and operations changes validated in the ECOs will immediately be put into effect. To create a cancelled stage, create or edit a stage and tick the boxes for Folded in kanban view and Final Stage. ECOs in this stage are removed from the pipeline, but will not make changes.

Example

通过选中 折叠在看板视图中允许应用变更最后阶段 选项,可配置关闭阶段“有效”。

Configuration of the closing stage.