We are currently in our testing environment and trying to figure out the best option to create an updatable dashboard for the office side of shipping and another for the employees in the shipping warehouse. So far we are modifying the “Sales Order Backlog Status” dashboard to use in the office for organizing shipments. We need to be able to create an updatable “task board” for the shipping warehouse. The biggest issue here is that we need to be able to pre-plan truckloads and make a visible list of orders (separated in groups by customer) that need to start being palletized prior to orders being completed, so we are unable to use the fulfillment wb/material request queue in MES for this. Ideally, as they scan the items to a pallet (pack) in customer shipment entry, they will drop off of their queue. Also would like job status to update in real time so they can see orders that will be finishing up soon and exactly where each item is at in production.
Does anyone have any idea on how we can achieve this or something similar? Any input is helpful! Thank you!
On the sales order release two field exist -
SubShipTo and Ship Routing
These two fields could be leveraged for your use.
In the queue you could assign the material queue to Employees or warehouse teams based on the information in the two release fields.
My below advice is only for organizing shipments. Found this part of Epicor quite lacking and no one from Epicor support or sales could give me a straight answer on how to handle the admin side of organizing shipments ahead of time.
I setttled on creating UD fields to the OrderHed table myself to manage the booking of shipments. Our business also raises a PO for every shipment.
UD Columns
Recommend adding these at a minimum:
Column name
Data Type
Shipment booked?
Boolean
PO #
String
Collection date
Date
(Depending on how your business operates, you may want to consider adding these to the OrderDtl or OrderRel tables if you regularly do part shipments.)
Dashboard
Create an updateable BAQ then an updateable dashboard that pulls these fields into a table along with the relevant info (address, Sales Order num, Ship by date, Need by date) etc. for the office user.
Add highlight rules to the columns to flag up where transport needs to be booked.
Add highlight rules to the columns to flag up when transport collection dates are after the Need By dates.
Add a criterea rule to your uBAQ to filter out closed sales orders.
BPM
Add a BPM to stop the Due By + Ship By date fields being modified if the Shipment Booked boolean is true. This stops order dates from being changed when transport shipments have been booked and forces the sales person to initiate a conversation with the person in charge of pre-planning shipments.
Additional QoL features
Add these UD columns to the Order Entry screen thru a layer. Make them read only on this layer unless you want the sales order entry person to be able to edit these.
Bind the UD “PO #” field to PO entry through a custom context menu/event. This gives the user an easier route to access the transport PO tied to this particular Sales Order.
I’m not so familiar with this but I would think you would do the above on the Order release level then join one of the Job related tables to this uBAQ?
