# Infor VISUAL Engineering Change Notice (ECN) Template

> Source: https://netray.co/tools/visual-engineering-change-notice-template
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

A fill-in ECN form covering part revision, engineering master and BOM changes, open work order impact and approvals, ready to export.

## Category

manufacturing

## Erp

Infor VISUAL

## Audience

- Manufacturing engineer
- VISUAL administrator
- Quality manager

## Tool

**Kind:** template

**Output:** document

**Fields:**

#### Company name

**Key:** company

**Type:** text

**Default:** Northfield Machine Works

#### ECN number

**Key:** ecn_no

**Type:** text

**Default:** ECN-2026-041

#### Date raised

**Key:** date

**Type:** date

**Default:** 2026-10-20

#### Part ID

**Key:** part_id

**Type:** text

**Default:** BRK-1001

#### Current revision

**Key:** old_rev

**Type:** text

**Default:** B

#### New revision

**Key:** new_rev

**Type:** text

**Default:** C

#### Reason for change

**Key:** reason

**Type:** select

**Options:**

- Customer request
- Cost reduction
- Quality issue
- Supplier change
- Regulatory
- Design improvement

**Default:** Quality issue

#### Description of change

**Key:** description

**Type:** textarea

**Default:** Increase bore diameter tolerance callout from +0.05 to +0.02 mm. Add deburr operation after machining. Update drawing note 4.

#### Open work order handling

**Key:** wo_impact

**Type:** select

**Options:**

- Complete at old revision
- Rework to new revision
- Close and reissue
- Not applicable

**Default:** Complete at old revision

#### Inventory on hand handling

**Key:** stock_impact

**Type:** select

**Options:**

- Use as is
- Rework
- Scrap
- Return to vendor

**Default:** Use as is

#### Effective date or serial

**Key:** effective

**Type:** text

**Default:** Next work order released after 2026-11-02

**Blocks:**

#### Engineering Change Notice

**Body:** Company: {{company}}
ECN number: {{ecn_no}}
Date raised: {{date}}
Part ID: {{part_id}}
Revision: {{old_rev}} to {{new_rev}}

#### Reason and description

**Body:** Reason: {{reason}}

{{description}}

#### System updates required

**Table:**

**Columns:**

- Area
- Action
- Owner
- Done

**Rows:**

**0:** Part master

**1:** Update description and revision for {{part_id}}

**0:** Engineering master

**1:** Revise operations and routing

**0:** Bill of materials

**1:** Revise structure if components change

**0:** Drawings and documents

**1:** Release revision {{new_rev}} to the shop

**0:** Quality plan

**1:** Update inspection characteristics

#### Impact and disposition

**Body:** Open work orders: {{wo_impact}}
Inventory on hand: {{stock_impact}}
Effective: {{effective}}

#### Approvals

**Signatures:**

- Originator
- Engineering
- Quality
- Production control
- Purchasing

**Notes:** A starting point for your own change control procedure. Align field names with your engineering master and document control rules.

## Content

**Intro:** An engineering change is easy to describe and easy to get wrong in the ERP. This template forces the questions that matter in a VISUAL shop: which part and revision, what changes in the engineering master and BOM, and what happens to open work orders and stock.

**Sections:**

#### How to use the template

**Body:** Fill in the header fields, describe the change in plain engineering language, then choose how open work orders and inventory are handled. The system updates table lists the master data areas someone must touch, so each gets an owner and a done box. Export to PDF for sign-off or Word if your process needs edits.

**Bullets:**

- Raise one ECN per part family change, not one per drawing sheet
- Attach the marked-up drawing to the export
- Name a single owner for each system update row

#### What an ECN should control

**Body:** A good change record answers four questions: what is changing, why, when it takes effect, and what happens to material already in the pipeline. The open work order choice matters most. Work orders released against an old revision carry a copy of the old operations, so a master change does not fix them automatically. Decide explicitly whether to finish, rework or reissue.

#### Common mistakes

**Body:** Teams often update the drawing but forget the quality plan, or change the BOM after work orders have already been released. Another frequent gap is an effective date that nobody can check on the floor. Use a serial number, a work order number or a clear release date.

**Bullets:**

- Revision changed on the part but not on the drawing file
- Supplier not told, so purchase orders still reference the old revision
- No disposition for stock, leaving old revision parts in the bin

**Cta:** If ECNs in your VISUAL system still travel as emails and spreadsheets, we can discuss how to connect the form to your engineering master data. This tool works fully without us.

**Faq:**

#### Does this template write to VISUAL?

**Answer:** No. It runs entirely in your browser and produces a document. The system updates table is a checklist for the people who maintain the engineering master, BOM and part records. Nothing is sent to your ERP.

#### Should every change get an ECN?

**Answer:** Any change to form, fit, function, material, process or supplier normally does. Typo fixes in descriptions may not need one. Your quality system and customer contracts decide the threshold, so check them first.

#### How do I handle work orders already released?

**Answer:** Pick one of the four options and write it on the form. Most shops finish released work at the old revision unless safety or a customer requirement forces rework. Whatever you choose, record who approved it.

#### Can I add my own approval roles?

**Answer:** The export uses five roles that suit most shops. Edit the Word export to add roles such as customer representative or regulatory affairs, or ask your quality manager which signatures your procedure requires.

## Search terms

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