E9 : Shortage Report - HLA and ALL Levels

Yahoo Archive
1
Was this ever achieved?

I'm doing something similar with the reports, the biggest issue is really just getting the complete multi-level listing on the job.

If I went the calculation route, is it better to do this with SQL procedures to create the report tables or would creating a new Crystal RDD be better from a performance and speed standpoint?  My issue is that repeating a calculation for up to 5 levels (our max) may take a long time.
2

I have a request where one of our colleagues wants to know if a Report/BAQ/Dashboard can be created that will allow one to look at an HLA job and list the shortages at the HLA and ALL Sub-Assembly Levels.


The HLA (High Level Assembly) is Plan As Assembly and each of the Sub-Assemblies would be on unique Job Numbers and not directly associated with the HLA Job, which is making this more difficult. 


Basically, he needs to enter the HLA #, receive the nested report listing, sub-assembly and component shortages. For sub-assemblies, list the job #. 


He would like it when the report hits a Plan-As Assembly, a flag shows on the report so someone would know a complete picture is not on the report.


When he showed me a demonstration of what he is currently using/doing to get the shortages, he was using Time Phase and was showing how when he looks up by Individual Job # or by Part & Part Rev., he would like to see the children/grandchildren parts of that Job #.


He would like the Master to look if it is a manufactured or purchased part. He would like it to look at the On Hand Qty. 


He defines a shortage as anything that is not in house.


He wants it to link the Sub-Jobs to the Job.


He would like it to be modular and dynamic, if at all possible. 


From what I understand the request has been open since the beginning of the year and one or two people have tried to find a solution but have not due to unknown reasons. He is currently having 2 people on his team manually extract the shortages from E9 and put into Excel. He has voiced his concern that even if we put 40 hours into making something that works, it would pay itself back in 3 weeks, easily because the people that are manually extracting the data are putting in 3-5 hours/day doing this when they could be focusing on other things. 


I don't know if Business Objects / C# is the answer, but am I right to say that it is looking more possible than a Report/BAQ/Dashboard.


I am wondering if anyone out there is willing to collaborate with me or has any ideas on how to proceed on this? Anyone ever experienced this and made a solution? 

3
Basically you cannot do this in a BAQ or dashboard. Depending on your environment you could write this using stored procedures in SQL. When you want to blow out the sub-assemblies and list each job I can see where that could also add quite a bit of complexity to this report

We developed a custom BOM Availability report that shows the HLA, each sub-assembly and/or material, its parent, quantity per parent, and summarizes the on hand, total on open PO lines/releases, total on released jobs, total allocated, and then displays the net available at each level. You can also enter in a quantity (default is 1) and then when you run the calculate it will show the availability for each as well

You can also use production planners workbench, as it will show jobs with full availability, part shortages, job shortages as well


On Wednesday, July 16, 2014 5:24 PM, "tooheymomster@... [vantage]" <vantage@yahoogroups.com> wrote:


  
<div id="ygrps-yiv-1462339579yiv8717848048ygrp-text">
  
  
  <div><span>I have a request where one of our colleagues wants to know if a Report/BAQ/Dashboard can be created that will allow one to look at an HLA job and list the shortages at the HLA and ALL Sub-Assembly Levels.</span></div><div><span><br clear="none"></span></div><div>The HLA (High Level Assembly) is Plan As Assembly and each of the Sub-Assemblies would be on unique Job Numbers and not directly associated with the HLA Job, which is making this more difficult.&nbsp;</div><div><br clear="none"></div><div>Basically, he needs to enter the HLA #, receive the nested report listing, sub-assembly and component shortages. For sub-assemblies, list the job #.&nbsp;</div><div><br clear="none"></div><div>He would like it when the report hits a Plan-As Assembly, a flag shows on the report so someone would know a complete picture is not on the report.</div><div><br clear="none"></div><div>When he showed me a demonstration of what he is currently using/doing

to get the shortages, he was using Time Phase and was showing how when he looks up by Individual Job # or by Part & Part Rev., he would like to see the children/grandchildren parts of that Job #.


He would like the Master to look if it is a manufactured or purchased part. He would like it to look at the On Hand Qty. 

He defines a shortage as anything that is not in house.

He wants it to link the Sub-Jobs to the Job.

He would like it to be modular and dynamic, if at all possible. 

From what I understand the request has been open since the beginning of the year and one or two people have tried to find a solution but have not due to unknown reasons. He is currently having 2 people on his team manually extract the shortages from E9 and put into Excel. He has
voiced his concern that even if we put 40 hours into making something that works, it would pay itself back in 3 weeks, easily because the people that are manually extracting the data are putting in 3-5 hours/day doing this when they could be focusing on other things. 

I don't know if Business Objects / C# is the answer, but am I right to say that it is looking more possible than a Report/BAQ/Dashboard.

I am wondering if anyone out there is willing to collaborate with me or has any ideas on how to proceed on this? Anyone ever experienced this and made a solution? 

</div>
 


<div style="color:#fff;height:0;"></div></div>
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4
Mark, I don't know how you know what you know, but you are an epicor wizard in my eyes! Not sure where to start on your suggestion but I would like to figure out where/how to proceed on this. 
You helped me last time with a very serious issue. I don't know if you remember or not. But I just want to thank you for being a guardian angel!
TooheyMomster@...
5

You could also look at the production planner workbench…instead of reinventing the wheel

 

But Mark is awesome….

 

 

 

M. Manasa Reddy

manasa.reddy@...

281-994-3483 [d]  |  773-401-4126 [m]

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, July 16, 2014 4:52 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: E9 : Shortage Report - HLA and ALL Levels

 

 

Mark, I don't know how you know what you know, but you are an epicor wizard in my eyes! Not sure where to start on your suggestion but I would like to figure out where/how to proceed on this. 

You helped me last time with a very serious issue. I don't know if you remember or not. But I just want to thank you for being a guardian angel!

6
Maybe I am thinking of a different tool, but how exactly does the production planner workbench help you explore through multi-level boms and view allocations and such?

Tom Christie | Information Technology Manager | AGM Container Controls, Inc.<http://www.agmcontainer.com/> | tchristie@...<mailto:tchristie@...> | t: 520.881.2130 ext 2176

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, July 16, 2014 2:54 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: E9 : Shortage Report - HLA and ALL Levels


You could also look at the production planner workbench…instead of reinventing the wheel

But Mark is awesome….



M. Manasa Reddy
manasa.reddy@...
281-994-3483 [d] | 773-401-4126 [m]

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, July 16, 2014 4:52 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: E9 : Shortage Report - HLA and ALL Levels



Mark, I don't know how you know what you know, but you are an epicor wizard in my eyes! Not sure where to start on your suggestion but I would like to figure out where/how to proceed on this.
You helped me last time with a very serious issue. I don't know if you remember or not. But I just want to thank you for being a guardian angel!
TooheyMomster@...<mailto:TooheyMomster@...>



[Non-text portions of this message have been removed]
7

It doesn’t…I was going down the road of since each assembly is going to have its own job that he mentioned…..

 

 

 

 

M. Manasa Reddy

manasa.reddy@...

281-994-3483 [d]  |  773-401-4126 [m]

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, July 16, 2014 5:06 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Re: E9 : Shortage Report - HLA and ALL Levels

 

 

Maybe I am thinking of a different tool, but how exactly does the production planner workbench help you explore through multi-level boms and view allocations and such?

Tom Christie | Information Technology Manager | AGM Container Controls, Inc.<http://www.agmcontainer.com/> | tchristie@...<mailto:tchristie@...> | t: 520.881.2130 ext 2176

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, July 16, 2014 2:54 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: E9 : Shortage Report - HLA and ALL Levels


You could also look at the production planner workbench…instead of reinventing the wheel

But Mark is awesome….



M. Manasa Reddy
manasa.reddy@...
281-994-3483 [d] | 773-401-4126 [m]

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, July 16, 2014 4:52 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: E9 : Shortage Report - HLA and ALL Levels



Mark, I don't know how you know what you know, but you are an epicor wizard in my eyes! Not sure where to start on your suggestion but I would like to figure out where/how to proceed on this.
You helped me last time with a very serious issue. I don't know if you remember or not. But I just want to thank you for being a guardian angel!
TooheyMomster@...<mailto:TooheyMomster@...>


[Non-text portions of this message have been removed]

8
Agree with Manassa sometimes we have to offer a couple of ideas until we really understand what they know about Epicor and/ or specifically what they are trying to accomplish. I think production planners workbench is a great tool but find even the most seasoned users don't always know about it or how to use it

Sent from Yahoo Mail for iPhone

From: 'Reddy, Manasa' manasa.reddy@... [vantage] <vantage@yahoogroups.com>;
To: vantage@yahoogroups.com <vantage@yahoogroups.com>;
Subject: RE: [Vantage] Re: E9 : Shortage Report - HLA and ALL Levels
Sent: Wed, Jul 16, 2014 10:20:15 PM

 
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It doesn’t…I was going down the road of since each assembly is going to have its own job that he mentioned…..

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M. Manasa Reddy

manasa.reddy@...

281-994-3483 [d]Â |Â 773-401-4126 [m]

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From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, July 16, 2014 5:06 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Re: E9 : Shortage Report - HLA and ALL Levels

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Maybe I am thinking of a different tool, but how exactly does the production planner workbench help you explore through multi-level boms and view allocations and such?

Tom Christie | Information Technology Manager | AGM Container Controls, Inc.<http://www.agmcontainer.com/> | tchristie@...<mailto:tchristie@...> | t: 520.881.2130 ext 2176

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, July 16, 2014 2:54 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: E9 : Shortage Report - HLA and ALL Levels


You could also look at the production planner workbench…instead of reinventing the wheel

But Mark is awesome….



M. Manasa Reddy
manasa.reddy@...
281-994-3483 [d] | 773-401-4126 [m]

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, July 16, 2014 4:52 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: E9 : Shortage Report - HLA and ALL Levels



Mark, I don't know how you know what you know, but you are an epicor wizard in my eyes! Not sure where to start on your suggestion but I would like to figure out where/how to proceed on this.
You helped me last time with a very serious issue. I don't know if you remember or not. But I just want to thank you for being a guardian angel!
TooheyMomster@...<mailto:TooheyMomster@...>


[Non-text portions of this message have been removed]

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9

Tooheymomster...


I modified the BOM Listing report so it shows each component item on a single line, which makes it directly exportable to Excel. If you can also select View As Assembly in addition to Plan as Assembly,it will show on this report as a subassembly to the HLA.


From there you could conceivably build an extremely painful Excel sheet with this data on Sheet1, open jobs on Sheet2, and current stock levels on Sheet3... then through the power of vlookup you could match stuff up and see what falls out.


I haven't tested this, but the MRP Tech Ref guide says that the Plan as Assembly flag creates a Make-To-Job job, and that job number would normally be stored in the JobProd table (more data for your painful Excel sheet).


I may also have no idea what I'm talking about... I'm not nearly as smart as Mark.


Ernie Lowell

Diba Industries

10
After speaking with several others in the company, here is the newest pieces of information that I would like to relay to be able to better collaborate with everyone who can help.

He would like to be able to explode the BOM. I asked him if we were able to do anything at all, what would the minimum end result be that he would like to be able to see. He would like it to have the report allow him to report to the customer each level of the BOM at each level of the job to show the shortages (purchase parts only) - because some items are made to stock, product #, QTY NOT in the buildiing, with PO due dates and have it start at the Part #.

He looked at the Production Planner Workbench and said that it is a start, but it needs to report the aforementioned. When I spoke to others regarding the Production Planner Workbench, they said that the challenges they foresee are: 
1. Everything is made to stock
2. It doesn't have a way of linking meaning: The jobs are not related to each other, it’s just a blanket listing of the jobs by planner and their shortages, no BOM relationship
3. Multi-Level Bom explodes but doesn't show the shortages

Is there a way to copy the Production Planner Workbench and modify it specifically for his needs? Is there a way to import it to a Crystal Report, perhaps and get the logic through there???

Any more info/ideas/colloborations are greatly welcomed!!!!
11

I’m not a programmer, but I wouldn’t be surprised if one could program what you are talking about.

 

Another tool you may want to look and modify might be the Availability Report, it’s under the Engineering module.  It has the exploded BOM already on it.  What makes this report different is that you input the amount being made and the report spits out what is available and what is not.

 

It’s another start but might get you closer to what you are looking for….but this is also based on stock if I remember correctly, but I’m sure you could modify it for jobs and purchase orders.

 

 

 

M. Manasa Reddy

manasa.reddy@...

281-994-3483 [d]  |  773-401-4126 [m]

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, July 18, 2014 3:23 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: E9 : Shortage Report - HLA and ALL Levels

 

 

After speaking with several others in the company, here is the newest pieces of information that I would like to relay to be able to better collaborate with everyone who can help.

 

He would like to be able to explode the BOM. I asked him if we were able to do anything at all, what would the minimum end result be that he would like to be able to see. He would like it to have the report allow him to report to the customer each level of the BOM at each level of the job to show the shortages (purchase parts only) - because some items are made to stock, product #, QTY NOT in the buildiing, with PO due dates and have it start at the Part #.

 

He looked at the Production Planner Workbench and said that it is a start, but it needs to report the aforementioned. When I spoke to others regarding the Production Planner Workbench, they said that the challenges they foresee are: 

1. Everything is made to stock

2. It doesn't have a way of linking meaning: The jobs are not related to each other, it’s just a blanket listing of the jobs by planner and their shortages, no BOM relationship

3. Multi-Level Bom explodes but doesn't show the shortages

 

Is there a way to copy the Production Planner Workbench and modify it specifically for his needs? Is there a way to import it to a Crystal Report, perhaps and get the logic through there???

 

Any more info/ideas/colloborations are greatly welcomed!!!!