Just had an Epicor Case closed and was told to correct the behavior I witnessed would need to be an enhancement and to add it to the Epicor Ideas website… so I did… here’s the issue:
When adding an Operation or Subcontract Operation, the dropdown and searches show incompatible Operations, which causes problems with PO Suggestions and scheduling downstream.
For instance.
If you create a standard Operation on a Job or Method and select the Operation Dropdown SubContract operations are listed.
Also if you create a Subcontract Operation on a Job or Method and select the Operation Dropdown standard operations are listed.
Downstream, if for example, a Subcontract Operation is selected on a standard operation, a PO Suggestion will not be generated and the operation is not available from PO Entry.
To prevent this downstream problem, the Operation dropdown should only show Operations of the same type. Or at least present a warning message that the record type does not match the type of operation that was selected and the impacts
Enforce Operation Type Compatibility (Subcontract on a | Kinetic Ideas (aha.io)