That's a tough one. Epicor backflushing will not work for lot-controlled parts - no internal logic to determine from which lot to pick. I've seen two options here int he past: implement custom lot tracking functionality, or implement customer auto-issuing functionality - something like a BPM that auto-issues material when the related operation completes. You'd need to specify the logic for how it would pick from multiple lots when issuing materials.

Hey Mike, not sure what the story is there. All our work is in the context of on-prem/private cloud environments. Not honeslty sure what is all permissible within a SaaS ecosystem. Probably best to talk with your provider to see what's available.

Sure thing Joe--drop me a note and I'll send it your way: [email protected]

Hi Scott, There are some different issues here. We’ll assume that there is a part “Parent” and another manufactured part “Child” in the bill of materials. Marking Child as “pull as assembly” on the method in Engineering Workbench will direct Epicor to create a subassembly on the job making the part Parent instead of expecting that part Child will be issued from inventory stock. In this case, you would manufacture Child as a subset of Parent on a single job instead of having a job created for each Parent and Child. Marking a part as “non-stock” means that you aren’t going to manufacture the part and put it in stock as a normal practice. When you put the part on an order line, you’ll see the “make direct” checkbox on the order release filled. Epicor will expect that you are making the part specifically for this order release and you will ship directly from the job instead of putting in into stock. You can override this behavior on the order release by unchecking the make direct checkbox. Defining a part as non-stock doesn’t mean you can never manufacture the part to stock, but that’s the normal way you’re going to treat it. Does this help? Thanks, Joe Trent

​@@rmcmillegm Thanks for the reply! I don't think my original question was actually what I needed to know but you did answer a question I was having about "pull as assembly" and the child showing as a subset of the parent on a single job. Another question: we have a part of a system that is created on the fly based on a configured height (machining operation). It seems like this would be a make direct non-stock part but you said that it's difficult (requires a lot of code) to do with an OTF part. Is there any way around it?

@@mellowhead1 There’s a lot of info we don't know so it's hard to answer this new question. If it’s on-the-fly it can’t be a non-stock part. Hope this helps!

Hey Todd, welcome to the Epicor world. I only dump on Wisconsin when it’s cold, and it’s been cold a lot lately 😊. I conferred with my team. If the Generate Suggestions process didn’t run yet, it would make sense that it didn’t show up. But it is indeed strange that the forecast is not showing up in Time Phase. Time Phase looks at the PartDtl table, among others, to compile its information. There should be a trigger that writes to the PartDtl table when the forecast was entered, so there could be a problem here. That might be affected by how the forecast was entered. If you have any questions, you can ping me directly at [email protected].

@@estesgroupestescloud Thank you Brad. I will contact you privately. We have run Generate Suggestions a bunch of times. I will send an email in a bit. Thank you!!

NOPE

Hi Lasandas! This is the Dashboard for Year to Date Sales. We work with clients to make personalized dashboards based on the data they need to see. Otherwise, whenever you are in a grid view like the screen shown, you have access to some native grouping and summary type tools. Is there something we can help you with?

Thank you! Give us a call at 1-888-300-2340

Thanks Brian, feel free to share it! Are you working with many clients around the EPICOR ERP space?

+uknown Given : what is it that you would like to Edit? For the most part a Sales Order is unlocked unless there is a binding transaction behind it that needs to be dealt with. But quantity, price, dates, etc can all be edited on the release tab.

+EstesGroup i would like to edit the Qty of Pcs ordered. or even cancel a line for an Item entry, can we cancel sales order when there in credit hold?