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Engineering Revisions

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Overview

The decision to require Engineering Revision Control is made at the Division Level on the Division Master record. If selected, all changes to bills of material and routings within the Division will require a Revision.   
  • An Engineering Revision is defined by a Revision Number for each Item, and includes the Start Date and Status of the revision. 
  • If Engineering Change Order Control is also active, the Engineering Revision will require an Engineering Change Order as a prerequisite.
User-added image  IMPORTANT Engineering Revision Control affects both Bills of Material and Routings.

Engineering revision is also applicable to purchased items, however it is informational only.

User-added image  NOTE The engineering revision of a purchased item can be printed on a purchase order.

Application

When the Division Record is created, the user must decide if Engineering Revisions will be used, as well as the format of the Revision Number itself. 
  • The choices here are Numeric or Alpha-numeric. 
  • The decision is permanent, so it is important to think this through carefully. 
    • If Numeric is chosen, the system will automatically number all revisions. 
    • If alpha-numeric is chosen, the user will input revisions manually.

A single Revision (Revision #) is the controlling point for adding/deleting one or more components to a Bill of Material, or adding/deleting one or more operations to a Routing. 
  • As long as all components and/or operations under the Revision will become Effective on the same date, multiple components and/or operations may reference the same Revision.

The On-Hand balance considers all parent level revisions to be completely interchangeable.
  • The on-hand balance is not kept at the revision level, but ONLY at the item number level. Thus, it is possible to have multiple revisions of a part within a given on-hand quantity, each with a different underlying BOM and/or Routing. 
  • The material planner will determine the “use up” logic when adding a new revision/component for any of the remaining older revision components in inventory.

Points to keep in mind when using Engineering Revisions -
  • If Revision Control ONLY is being used (not in conjunction with ECO’s), the original Bill of Material is created using a system-generated Revision number (6 zero’s).  However, after the initial Revision has been implemented, future Revisions are created using the Revisions tab on the Engineering Item Master. 
    • You will notice the underlined words ‘Add Revision’ just under the Revision tab title. 
      • Clicking there will bring you to a page where the next sequential revision number for this part is displayed (when Numeric Revisions is selected on the Division record) or where you can enter the next alpha-numeric revision number manually (when alpha-numeric Revisions is selected on the Division record). 
      • You can also select the start date for this revision and the revision status, Pending, Released or Implemented.
  • If Engineering Revisions are being used in conjunction with Engineering Change Control, you will not be creating new revisions directly from the Engineering Item Master.  Instead, you will create a new ECO where the ECO Revision is added. 
    • The new parent Revision is dictated by the most recent ECO that is at Implemented status. 
    • See Page Help for ECO Master for additional information.
 Navigation

Engineering Revision

Processing to View Revisions

1. The List View Page displays information for all Engineering Item Revisions, regardless of their status.

Use the Engineering Revision (Edit) page to view or edit existing Revisions.

User-added image  NOTE New Revisions cannot be created from this page, but the status of existing revisions can be edited here. Use the Engineering Item Master to add new Revisions.


Fields
 
Division:  Applicable Division

Item Number:  Item Number is the designator for a given part. Can be up to 50 characters.

Item Description:  User defined description. This description is displayed throughout the Rootstock product in combination with the associated Item Number.

Revision No:  This is the current revision of an Engineering Item. When a Division is under ECO Control, the Revision No is controlled by the ECO process.

Description:  This is the descriptive name for this revision. For example, 'New Design', 'Phased-out Parts', etc. User defined.

ECO Number:  This value defines the ECO Number associated with this revision, if the Division is under ECO control.

Start Date:  The date this revision goes into effect.

Revision Status:  This value defines the Revision Status - i)P-Pending, ii)R-Released, iii)I-Implemented. If the Division has ECO Control enabled, this status is controlled by the ECO Header(is set to the ECO Status) and may not be changed by the user.

Date Released:  This is the date the Status changed to Released. If the Division has ECO Control enabled, this date is controlled by the ECO Header (is set to the Date Release) and may not be changed by the user.

Date Implemented:  This is the date the Status changed to Implemented. If the Division has ECO Control enabled, this date is controlled by the ECO Header (is set to the Date Implemented) and may not be changed by the user.

Processing

1. List View Screen.
2. Select Engineering item Master.
3. Select Revisions Tab.
4. Enter new revision using Add Revision.
4. Save Record.

User-added image  IMPORTANT To use this process, the Division Master must be configured for Engineering Revision only. If the Division is configured for Engineering Change Order and Engineering Revision the Engineering Change Order steps are followed.



SEE ALSO
Settings
Engineering Revisions
Engineering-Revisions

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