We manufacture golf carts. When we go in and complete the job order, we expected to see the finished good in the finished cart warehouse and the carts are not anywhere. Can anyone help me understand what is happening? Where it is going? or a step we have failed to complete??
Im the Business Manager, My GM and My Purchaser… this is our first with Epicor Kinetic. We have a contact but he hasnt responded in months, so we are learning as we go. Or I am learning and teaching. Kind of a mess
You are on prem alone and without support… Ugh @beckib this seriously sounds like you need a ton of help I’m not one to deter self learning, but there is a whole implementation methodology and process you should follow there’s a bunch of Epicor Certified Partners that can help but if you want to be successful with Epicor you are really going to want to do a proper implementation.
If you need a partner recommendation let us know and we can send a few their way there’s plenty of them around here that help out.
I’m going to assume you want the finished golf cart to go into your inventory, meaning you’ll sell it later on to a customer.
In your Kinetic menu, search for Job Receipt to Inventory. It will ask you for the Job Number, the quantity, and will show you the default warehouse/bin (which you can change). Once you click Save, the costs and quantities will move from WIP to the inventory account defined in your setup.
Do you guys have a current maintenance plan with access to EpicWeb and the Epicor Learning Center? There’s a lot of self-help user guides and videos / on-demand short classes available to walk you through the quote to cash workflow in Epicor. That’ll be a good start. It’s a bit overwhelming at first, but as you divide and conquor the different workflows, you’ll understand it in no time!
Roughly 25. Not all of our workers are going to be using the system. Just a core handful. I would definitely benefit and appreciate someone I can contact for answers that will reply promptly when I get stuck in these situations.
Contact Epicor, and someone should be able to give you more information, starting with your site ID. If you’re going to be the Epicor point person, you’ll become very familiar with them.
Are you on-prem, or in the cloud?
Also - Take advantage of searching the forums here, until you get access to Epicor’s official documentation. There’s a lifetime’s worth of help just one search away!
Labor cost comes from shop employees clocking in / out of the job and recording time against that job. The basic principle is
Job has a Bill of Materials (Consisting of Components and Operations)
Components: Are parts that are used to make a whole finished good(Wheels for the Golf Cart)
Operations: Think of these as assembly steps required to make a whole (Attach Wheels to the Golf Cart)
You issue components (Wheels and such) from Inventory into a Job
This transfers the Material Cost (wheel cost) into the Job (Finished Good)
Shop Employees Clock Into a Job Operation and do the assembly
The time and the number of employees this takes affects your Labor Cost (at the rate of each employee)
When the Job is done you Receive that finished Golf Cart to Inventory
It contains Material Costs (From the materials issued)
Labor Costs (From the Operations)
Most companies get a little fancier and do things like add Burden or use subcontractors but that’s more complicated.
I really think Becky you need an implementation partner. Like @askulte said reach out to Epicor you must have an Account Manager that can point you in the right direction. We have a few partners that hang out on this site and maybe they could help too but you are going to need a lot of help if you want to use this system effectively.
Who purchased Epicor? They should have all the contact information. I suspect you may even have a partner you can work with already.