Creating jobs from order : different scenarios

Kinetic ERP
1

Hello everyone,

We are currently using Kinetic on version 11.2.400.14 from a web browser.

My problem lies in the Order screen, on an order created from a quote, which includes two lines, part A is created in the part screen with the engineering workbench (MrpPart=true), and part B was created in the quote using the quote engineering.

For part B, I can check the “Create jobs”, “Get details” etc. checkboxes in the line grid, then press the “Create Jobs” button, but this doesn’t work for part A.

In the order job wizard, using the “Select all”, “Get all methods” etc. works only for part B. I have to check manually the part A in the table below, bfore pressing “Create jobs”. And then in the Jobs table below, only the job for part A appears, but in the Job Entry screen both jobs are visible.

Is this behavior normal ? Or is it a configuration issue ?

Ultimately we would like to use the Job Order Wizard for all parts, regardless of their origin, using the “Select All” checkbox and getting the jobs in the related table. Could that be achieved in vanilla Epicor ?

Thanks in advance for your time.

2

Welcome @Gabriel !!

Couple things to check. Is part A marked as Manufactured? What is your Default Line Type in Company Configuration?

3

@Gabriel Welcome. OJW only works for for make direct releases. If that fits your scenario in addition to what @jkane is suggestion you check make sure the releases are set as direct.

We started as make direct, but have moved to all make to stock, so I developed a ubaq that is much faster than OJW for our jobs. There is a post here also about doing a single line call to create jobs that is doable.

1 Like
4

Part A is marked as manufactured in the Part screen. Part B isn’t as it is a quote engineered.

Default Line type is Manufactured.

5

@gpayne Make direct is only available for parts and not quote engineering right ?

Thanks for your answer i’ll check about made to stock parts.

6

We don’t do quoting from Epicor. I have the module, just did not fit us. I do not see why any job could not ship direct versus into stock and ship. It was not that ship direct did not work for us, but that Epicor respected that decision. We had a few occasions over the years where sales is complaining we are late with a job, but we had stock and Epicor would not look at it since it had been told your supply is coming from this job only.

7

@Gabriel , you should be able to override the Make Direct flag on the release.

8

@gpayne Thanks for your answer. I think I understand why you went around the make direct method in Epicor.

@jkane I see that I can indeed change the flag in the order. I am going to do some tests with that functionnality as I am not sure what it means on the long run. Thanks for the input :slight_smile: