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Engineering Change Management
add-in for Dynamics 365 Supply Chain
Management
Beatriz Nebot Gracia –Program Manager Dynamics 365 SCM
Agenda What is Engineering Change Management
Functionality
How to enable it
Uptake for existing customers
Roadmap
What is Engineering Change Management
Brings structure and discipline to the
product data management process.
Brings stronger data management
through version control and
engineering change management.
Gives you increased data quality and
reliability, making changes smoother.
Reduces time to market .
Manage product changes using workflow,
and control the product lifecycle across
entities.
Solution acquired from the ISV To-
Increase and enhanced (Product
engineering).
For discrete manufacturers: manage
changes in the components (BOMs) and
routes.
For process manufacturers*: manage
changes in the ingredients of your
formula, co-and by- products.
*April 2021
What is Engineering Change Management
Brings structure and discipline to the
product data management process.
Brings stronger data management
through version control and
engineering change management.
Gives you increased data quality and
reliability, making changes smoother.
Reduces time to market .
Manage product changes using workflow,
and control the product lifecycle across
entities.
Solution acquired from the ISV To-
Increase and enhanced (Product
engineering).
For discrete manufacturers: manage
changes in the components (BOMs) and
routes.
For process manufacturers*: manage
changes in the ingredients of your
formula, co-and by- products.
*April 2021
What is Engineering Change Management
Brings structure and discipline to the
product data management process.
Brings stronger data management
through version control and
engineering change management.
Gives you increased data quality and
reliability, making changes smoother.
Reduces time to market .
Manage product changes using workflow,
and control the product lifecycle across
entities.
Solution acquired from the ISV To-
Increase and enhanced (Product
engineering).
For discrete manufacturers: manage
changes in the components (BOMs) and
routes.
For process manufacturers*: manage
changes in the ingredients of your
formula, co-and by- products.
*April 2021
What is Engineering Change Management
Brings structure and discipline to the
product data management process.
Brings stronger data management
through version control and
engineering change management.
Gives you increased data quality and
reliability, making changes smoother.
Reduces time to market.
Manage product changes using workflow,
and control the product lifecycle across
entities.
Solution acquired from the ISV To-
Increase and enhanced (Product
engineering).
For discrete manufacturers: manage
changes in the components (BOMs) and
routes.
For process manufacturers*: manage
changes in the ingredients of your
formula, co-and by- products.
*April 2021
What is Engineering Change Management
Brings structure and discipline to the
product data management process.
Brings stronger data management
through version control and
engineering change management.
Gives you increased data quality and
reliability, making changes smoother.
Reduces time to market .
Manage product changes using workflow,
and control the product lifecycle across
entities.
Solution acquired from the ISV To-
Increase and enhanced (Product
engineering).
For discrete manufacturers: manage
changes in the components (BOMs) and
routes.
For process manufacturers*: manage
changes in the ingredients of your
formula, co-and by- products.
*April 2021
What is Engineering Change Management
Brings structure and discipline to the
product data management process.
Brings stronger data management
through version control and
engineering change management.
Gives you increased data quality and
reliability, making changes smoother.
Reduces time to market .
Manage product changes using workflow,
and control the product lifecycle across
entities.
Solution acquired from the ISV To-
Increase and enhanced (Product
engineering).
For discrete manufacturers: manage
changes in the components (BOMs) and
routes.
For process manufacturers*: manage
changes in the ingredients of your
formula, co-and by- products.
*April 2021
Engineering Change Management– functionalityProduct version management
Product release management
Product readiness
Product lifecycle
Engineering attributes
Product search
Engineering change orders
Engineering change requests
Product version managementProduct version management
Product release management
Product readiness
Product lifecycle
Engineering attributes
Product search
Engineering change orders
Engineering change requests
• Version specific information
• Engineering Attributes
• Documents
• Bill of material
• Route
• Tracking in logistics (optional)
• Introduction of a new product
dimension “Version”
Product version management
• Tracking in logistics is optional:
Product version management
Product release management
Product readiness
Product lifecycle
Engineering attributes
Product search
Engineering change orders
Engineering change requests
YES, track the version in
transactions
NO, don’t track the version in
transactions
- Version dimension will be used
- Product master + variants
- Version dimension will not be used
- Product
Product version management
Product release management
Product readiness
Product lifecycle
Engineering attributes
Product search
Engineering change orders
Engineering change requests
How do you ensure that only your engineering
organization can specify the relevant engineering
data?
….engineering organization
…even more control of a product → product owner
Release the product to local companies
Choice of product structure and other parameters
when product is released
Product version management
Product release management
Product readiness
Product lifecycle
Engineering attributes
Product search
Engineering change orders
Engineering change requests
Release management
Different versions can
be effective in different
companies at a specific
point in time
Product version management
Product release management
Product readiness
Product lifecycle
Engineering attributes
Product search
Engineering change orders
Engineering change requests
Engineering versions vs. Logistical versions
Global (Engineering Company) Company USMF Company BRMF
Ph
ase
Product ABCVersion I
Engineering changes
Product ABCVersion II
Release to Company USMF
& BRMF
Released Product ABC
Version 1
Released Product ABC
Version 1
Engineering changes
Product ABCVersion III
Release to Company USMF
Released Product ABC
Version 3
Engineering changes
Product ABCVersion IV
Release to Company USMF
& BRMF
Released Product ABC
Version 4
Released Product ABC
Version 4
Products manually or automatically accepted
Release policies
(templates and defaulted parameters)
Release managementProduct version management
Product release management
Product readiness
Product lifecycle
Engineering attributes
Product search
Engineering change orders
Engineering change requests
Product readiness
How do you make sure that the relevant engineering
information is set before the product is used?
Product version management
Product release management
Product readiness
Product lifecycle
Engineering attributes
Product search
Engineering change orders
Engineering change requests
Types of checks:
- System check
- Manual check
- Checklist
Product lifecycleProduct version management
Product release management
Product readiness
Product lifecycle
Engineering attributes
Product search
Engineering change orders
Engineering change requests
Define the lifecycles that apply to your company.
Option to block transactions or give warning per state.
Product lifecycle Product version management
Product release management
Product readiness
Product lifecycle
Engineering attributes
Product search
Engineering change orders
Engineering change requests
Lifecycle state can be overwritten per company
Engineering attributes & Product searchProduct version management
Product release management
Product readiness
Product lifecycle
Engineering attributes
Product search
Engineering change orders
Engineering change requests
Capabilities & Benefits• Reuse existing products
• Minimize inventory costs
• Faster time to market
Engineering change requests
And after the product has been being sold for some
months then… it is discovered that one of the
subcomponents has a defect…
Product version management
Product release management
Product readiness
Product lifecycle
Engineering attributes
Product search
Engineering change orders
Engineering change requests
Engineering change requestsProduct version management
Product release management
Product readiness
Product lifecycle
Engineering attributes
Product search
Engineering change orders
Engineering change requests
Capture change requests –
also integrated with other
forms such as sales orders
Engineering change orders
And then the engineering department decides to
make a change in the design of one of the
components to solve the issue before…
Product version management
Product release management
Product readiness
Product lifecycle
Engineering attributes
Product search
Engineering change orders
Engineering change requests
Engineering change ordersWhere-used analysis of the product
Product version management
Product release management
Product readiness
Product lifecycle
Engineering attributes
Product search
Engineering change orders
Engineering change requests
Engineering change orders
Business impact of the change order (open transactions)
Product version management
Product release management
Product readiness
Product lifecycle
Engineering attributes
Product search
Engineering change orders
Engineering change requests
Engineering change ordersProduct version management
Product release management
Product readiness
Product lifecycle
Engineering attributes
Product search
Engineering change orders
Engineering change requests
How to enable Engineering Change Management
1) Feature 10.0.15 & 10.0.16
“(Preview) Engineering
Change Management”
10.0.17+“Engineering
Change Management”
2) Configuration key Product dimension –
version
Engineering Change
Management
Plan a time for the system
on maintenance mode
Uptake for existing customers & roadmap
• Choice of a product being versioned or not Convert product into an engineering product (10.0.17)
You can leverage features of ECM with standard products:
“Release product structure – release BOM/route”, templates for items (release policies)
• Integrations with external PLM/PDM You would need your partner/ISV for the integration
To-Increase offers integration with Siemens Teamcenter, PTC Windchill
• Roadmap Conversion of a standard product into an engineering product (10.0.17)
Readiness checks for standard products (April 2021)
Process industries support: formulas, planning items, co- and by- products (April 2021+)
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