PLM (Product Lifecycle Management)

Manage product lifecycle and engineering changes

The PLM (Product Lifecycle Management) module manages product lifecycle and engineering changes in Odoo. This module allows creating and managing ECO (Engineering Change Order), managing product and BoM versions, multi-level approval workflows, and tracking component changes.

PLM
ECO
Engineering Change Order
BoM Versions
Approval Workflow

Key Features

Key points

  • Create and manage ECO (Engineering Change Order)

  • Manage product and Bill of Materials (BoM) versions

  • Multi-level approval workflow with multiple roles

  • Track component and process changes

  • Manage attached technical documentation

  • Handle conflicts when multiple ECOs exist


User Groups

User Permissions

GroupPermissions
PLM UserCreate/view ECO, approve based on assigned role
PLM ManagerFull access: configure system, manage ECO types, stages, approval templates

Important Terminology

FieldsTrường dữ liệuDescription
ECOLệnh thay đổi kỹ thuậtEngineering Change Order
Engineering Change OrderLệnh thay đổi kỹ thuậtOrder to change product design
ECO TypesLoại ECOClassification of change types
ECO StagesGiai đoạn ECOStages in ECO process
ApprovalsPhê duyệtChange approval process
RevisionPhiên bảnBoM version

Create New ECO

Steps

  • 1. Go to PLM → ECOs.

  • 2. Click New.

  • 3. Fill in basic information: Product, BoM, Type, Priority.

  • 4. Click Start Revision to create new version.

  • 5. Edit new BoM in New BoM tab.

  • 6. View changes in Changes tab.


View Changes

The Changes tab displays all changes compared to the original BoM.

Key points

  • Components added/removed/updated

  • Manufacturing process changes

  • By-product changes


ECO Approval Workflow

Each stage can require approval from multiple roles. Approvers can Approve, Reject, or Comment.


BoM Version Management

Each time an ECO is applied, the BoM version number increases. Can view version history and compare changes.


Technical Documentation Management

Attach drawings and specifications to ECO. When ECO is applied, documents are transferred to product/BoM.


Configure ECO Types and Stages

Managers can create custom ECO types and stages with specific approval workflows.


Apply ECO Changes

When all approvals are complete, click Apply Changes to activate new BoM and deactivate old BoM.


Handle Conflicts and Rebase

When another ECO is applied first, current ECO needs rebase. System automatically detects conflicts and requests resolution.


Search and Filter

Use filters to quickly find ECOs.

Key points

  • My ECOs: My ECOs

  • To Apply: Need to apply

  • In Progress: In progress

  • Waiting Approval: Waiting for approval


Practical Tips

Key points

  • Always create ECO instead of directly editing BoM for traceability

  • Use clear ECO names and Tags for easy searching

  • Handle Rebase early to avoid complex conflicts

  • Attach complete technical documentation (drawings, specifications)

  • Use Comments to explain reasons for changes

  • Review Changes tab carefully before Apply