We will sometimes make slight changes to the Part method after winning a Quote. The production planner will then use Planning Workbench to Create Job and Get Details, but he finds that the new job has pulled in the old Mfg Details from the Quote.
The request that hit my desk was to force PWB to use the Part MOM, but what is best practice here according to the gurus?
So the MOM changes on the same revision, and when you do the Job GetDetails, it pulls the old method? When you do get details, there’s a pop up that asks what the MOM source should be: Part, Quote, or Configurator. I’m wondering if someone is selecting Quote instead of part.
In these cases where the method is changed after the quote, has the Sales Order already been created from the quote when the method is changed? Or is it still only a quote? If it’s just a quote, the easy way would be to just delete the Quote Line and then re-add it with the same part. It should bring in the updated MOM.
There’s not a popup when you check Get Details from Planning Workbench > Created Job though. As best as I can tell, it just automatically defaults to the “Quote to Job” version of the Get Details logic when the Source on the Suggestion is a Sales Order with a linked Quote.
Ahhh my bad. I was thinking of the GetDetails in Job Entry. I believe the easiest way would be to delete the quote line and re-enter it for any parts with updated revs. There may be something in the Quote Entry module to refresh the quote MOM though. I haven’t worked too much with quotes, mostly sales orders created directly, so I’m not positive.
Alternatively, when changes to the MOM are made, it might be better to put the changes in a new revision instead, and un-approve the old revisions. Then you can just change the part rev in the Quote / Order, which would be easier and cleaner than deleting and re-adding the lines.
Bingo.
Besides what @kve mentions, you might also recommend to your Engineering crew (or whoever creates the Part Master and MOM records) that they wait until the PO is received, with all changes, and THEN update the Quote with the final MOM… and THEN create the Part Master MOM.
I understand this is tantamount to a death wish, but hey, we can dream.
It’s looking at these fields. (which you probably already know). But since they don’t have a UI for selecting which BOM to use, it’s going through a decision tree and deciding based on the links it can find.
What I would do, if I didn’t want it to ever use quote boms, is to do a trace, and find the first method that has the linked quote fields in the parameters and clear them on pre-processing. I believe then it just won’t find the link and move onto the master method and use that one.
I haven’t done it, so obviously test it, but that’s what I would do.
I may be bad at tracing. I don’t see the quote/line readily available as a parameter. The only two methods I see firing right before the job gets created are:
<businessObject>Erp.Proxy.BO.JobEntryImpl</businessObject>
<methodName>CheckTotProdQty</methodName>
<businessObject>Erp.Proxy.BO.JobEntryImpl</businessObject>
<methodName>CreateJobPWB</methodName>
No quote as a parameter. I could access PartSug via the sysrowid, but I don’t think stripping the Source would help? I could set GetDetails to false via BPM or just hide the control via customization and force them to get details manually on the Job…
Damn… Looks like you ran into one of the black box processes. I hate those.
The only other thing I can think of is stripping the quote link from the orders. But that has other implications so that’s messy.
I made an idea for this, because it is kind of silly to not be able to control that.
Well at least I’m not bad a tracing. Also I’m already Tracer.