Hi everyone,
We’re interested in implementing automatic job completion and closing in Epicor, but we’ve hit a bit of a challenge and would love to hear how others are handling this.
In our current process, operators manually enter a lot of traceability data into job comments before completing an operation. This includes things like:
- Quality tools used
- Anodizing details (e.g., temperature, voltage, time)
- Expiration dates and lot numbers of expiring materials
These notes are critical for our internal and customer audit requirements, but they also mean we can’t just blindly close jobs — someone typically has to open each one and check for completeness.
We’re wondering:
- How are other companies using automatic job completion/closing when they need to track data like this?
- Do you use custom fields, UD tables, or other methods to capture and validate this info before closing?
- How do you avoid having to manually inspect every job before allowing it to auto-close?
We think we can handle the expiration date and lot tracking side with a BPM — since that data is loaded directly into MES by the operator, we could likely set up a hard stop there. But the freeform comment data is trickier to enforce and validate.
Any insight or approaches you’ve taken would be hugely appreciated!
