Hi,
We get orders for units where parts are required to ship with the finished good, however they are not part of the bill of material. They are not on the order itself but added to the skid with the equipment. How can I include these so shipping knows to include them, and inventory is reduced.
If they are part master parts with inventory quantity and/or value, best practice would be to include them as either:
These three methods do not require any change to Epicor, but may require a change to one or more of your existing processes.
If the parts do NOT have quantity or value in the system, about all you can do (out of the box, anyway) is put a Job/Pick List or Pack Comment on the Sales Order line for the manufactured part and hope that the shippers see it (the Pack Comment will also print out on the Packing Slip, so be careful there).
Sounds like a job for Alternate “Complement” Part. Would take training for your order entry staff to recognize the icon when they enter the order, but it should take care of it.
Part 123 has an Alternate Part with a type of “Complement” added on the part record (Part XYZ).
When you enter an order for Part 123, an icon appears (a shopping cart maybe?) to signal that this Part has “complement parts”. You click on that icon and it will show you a list of complement parts (parts that are typically “sold with” Part 123). You can simply click to add them to the sales order. Just don’t set a price.
So, yes, customer order Part 123, the sales order would show Parts 123 AND XYZ… but they aren’t charged for it. They both appear on the order, on the pack slip, XYZ would/could/should ship from inventory etc.
We have one part like that requires another part when sold as a single option. We have custom code in a Method Directive post-processing on the Sales Order Update that adds the part on when it sees that line and removes the price and adds a note that it’s included and priced with the part above.
Thank you, and all the others for their responses – I’ll look closer into each.