Hello,
I am looking for insights on using the Corrective Action functionality in Epicor 10. It would be very helpful if you could share your experience of using the Corrective Action functionality in Epicor. Also, are there any automations that you have put in place which may have proven useful. I appreciate your help. Thank you.
We’re aerospace, so the stock CA module is worthless. Epicor CA is linked solely to failed parts. It doesn’t, in any way, cover process failures.
I had build my own CA module off of one of the UD screens.
The Corrective Action functionality is incredibly (or as @jtownsend says for some industries at least, almost uselessly) generic. Every time I’ve implemented it for a client, it has always had to be customized in some way. Theoretically a CA can be linked to any NonConformance, but the functionality is extremely limited out of the box.
Start with the requirements your business/industry has, what processes you currently use or are trying to develop, and from there see if the available functionality provides (or can be extended to provide) a solution.
If you can give us more details about what you need we can give more specific assistance. Do you need it to be a process guide, where one step leads to another, or a documentation or “comment” storage facility, or what process are you hoping to develop?
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Our specific issue is that it wasn’t generic enough. A big part of QC is correcting issues before they result in a nonconformance. Lot’s of auditing of existing equipment, policies and processes. A lot of that isn’t even in the ERP system. It’s a controlled doc on an internal SharePoint or a log spreadsheet or a finding on a still-in-process audit.
The Case Entry module is a lot closer to what a proper CA system looks like. If we didn’t have a pre-existing CA process (baked into a terrible Access DB) that they wanted ported over point-by-point, I’d probably have looked at Case Mgmt. I might look at it again when we ditch classic, though Case Mgmt is at its heart customer-focused.
I’m not saying you’re wrong. I’ve had clients in both Aerospace and Medical, and they invariably call Epicor’s CA functionality “laughable”.
For “standard” (meaning mostly 80’s-style) manufacturing, it’s mostly sufficient as a place to store comments. For anything with any kind of regulatory requirement, it’s wildly not.
Nor was I saying you were wrong. I hope it didn’t come across that way. I was merely trying to clarify my prior statement, and (for anyone who comes across this in the future) throwing it out there that, if you license it, Case Mgmt is a far better starting point for CA management than the actual CA module if one didn’t want to go fully custom.
And you’re completely right in that Case Management needs a VASTLY better press agent. Maybe even a listing on the DMR overflow menu to create a new Case…
We find the basic functionality works just fine. Our iso process dictates corrective action be based on non-conformance. Non conformance can we entered into epicor on part, operation, material, po receipt, rma, or other. For process / safety etc mentioned above, we just enter as Other under a generic employee ID.
NC does not tie to Correction action so we wrote a simple BAQ to find applicable CA when in NC screens.