Hello,
I have seen some older posts on this topic, but very old, I don’t know if anything changed in Epicor since then.
we will be going live on 10.2.600 ( soon)
Actually we are in Precision Grinding Business, we also make our own finish products and provide services (Grinding) on Customer Owned Raw material as well.
We are looking for detailed info / Best practice how to receive customer owned Parts ( raw material) that can be issued to job and shipped back to customer once job is completed.
We could also have that same part number in Part Master either (MFG or Purchased Part and we may have our our on hand inventory in the system.
How to keep Customer Owned parts separate from our OWNED Inventory ( we will be using same part numbers).
e.g. we may use 1" Round Bar 303 stainless steel 12 Ft long as raw material (Lot Tracked)
Part Number: 1.000-B-303
we could buy this same part from our Supplier or our Customer can also send this part, we would prefer to use the same part number for both transactions, ( PO receipts and receiving customer owned Material).
Big question : how to Receive Customer Owned Raw Material?
We don’t prefer to create a PO to receive Customer Owned Part at $0.
any Ideas…
My first thought would be to setup a warehouse for the customer. This also makes reporting easier when the customer asks you how much of their inventory you have on hand. And if the customer “gives” you the material (i.e. had no cost to you), then you need to account for that. I believe you can setup cost files by warehouse. The cost file for your customer’s warehouse would have all zero costs.
The lot tracking shouldn’t really come into play. The only caveat would be that you can’t specify and exact lot code format for these parts as the suppliers lot code may differ.
Purchasing the part for your inventory would be the normal way, just make sure to specify the proper destination warehouse.
When a customer send you their material, do a Qty Adjustment for the part in their warehouse. Since the part is lot controlled, you’ll need to supply a lot number (the lot number the customer provided with the material). Since the cost is 0, no GL transactions would take place.
The most important thing to keep an eye on would be to make sure a PO to your supplier is not received into the customers warehouse. And of course you’ll need to make sure issues to jobs are from the correct warehouse.