Does anyone out there have a way of adding and issuing material to a job in one step? If so, please share.
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Does the “Issue Material” app not work for you?
The closest thing I know you can do is that you can issue any material against any material already on the job (as long as they’re the same UOM).
So, if you had a placeholder Part number on the job, let’s say Part Number “SlopJar”…
You can Issue Material part number “123456” against it. As well as issuing material “ABC123” against it.
Those materials won’t show up in the job material tree (“adding it to the job BOM”)… but anything you issue will be listed in the material transactions.
We’ve done this on some large jobs where our Assembly Team is kinda building it as they go. For example, instead of pre-engineering a piping assembly… The engineers don’t need to take time to lay that all out. Our assembly team will place the various equipment where it needs to be and then start plumbing things together. They’ll grab the flanges, elbows, couplers etc. they need to get the job done and issue it all against that placeholder part number.
So… no, the individual parts aren’t listed in the Job BOM… but they do end up accounted for in the job’s material transactions.
Its not standard practice and not ideal… but we’ve done it in a pinch.
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We’ve used automation to add and issue materials to jobs. We have been using a Service Connect workflow to do this for the last few years and will need to transition it to something else (since we have been advised that Service Connect will be discontinued at some point). Currently, I’m thinking of building Epicor function, but Automation Studio could also be used, if we were to get that, I’m sure.
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It does, but there has to be material in the job to begin with.
It’s not an ideal solution, but one that I can deploy immediately without any special programming.
Right. Agreed, its not ideal. I’ll probably ultimately go @wayne.welsch’s route and build a function that performs all the calls to add first add a material to the job and then issue the material in one-go… but its low on the priority list for us. When we went Live, our CFO was more worried about just getting the material costs onto the jobs.
But yes, it would be nice to have the materials called out on the job BOM, especially if one of the goals is to then write that BOM back to the part method for future production runs.