Force employee to use a certain job department?

Epicor ERP 10
1

Financial / job costing question

Can I force certain employees to only use one job department in time & expense, regardless of the department of the scheduled resource?

Assuming I could do this with a DMT, but was wondering if there was something buld in.

2

I am not aware of a builtin method. We do this with a bpm on labor.update.

3

Have your tried using the Department field in the Employee Maintenance.

Vinay Kamboj

4

@gpayne,
Thanks for confirming that itā€™s possible through a BPM, any chance would you be willing to share your BPM?

@Vinaykamboj,
We do have departments assigned on the Employee Records, however we utilize capabilities for scheduling, and the scheduler assigns department based on the resource scheduled for a given operation, and that overrides the employee department, which is the problem.

5

I have not converted it from abl yet, but it is on my list this week. I will send you the section once I get it to compile.

6

Now that Iā€™m back from Vegas and had some ā€œfreeā€ time, I managed to work through creating a BPM to do what I needed. Iā€™ll attempt to explain my requirement and how I tackled it for future reference.

We have 2 different Direct Labor ā€˜poolsā€™; engineering and everyone else (MDL). These pools have different burden rates and have to be segregated for financial costing reasons.

The Facts:

  • Direct labor is directed to the GL via Departments
  • Burden Rates are set by Resource Group
  • We use the scheduling engine and capabilities to assign resources to an operation
  • MDL is never allowed to clock into Engineering Ops
  • Engineering is allowed to clock into non-engineering ops, but must use their GLā€™s & Burden
  • Normal functionality is that anyone can clock into an ops even if it is not assigned to them, however, the scheduled resource, resource group, and JCDept stay the same.

I created a Method Directive BPM on Labor.Update Pre-Processing, which Invokes the Erp.Labor.OverridesResource BO method, if;

  • (the CapabilityID equal ā€œDesignā€, which is the Engineering Capability OR
  • Empā€™s JCDept = ā€œEngGroupā€) AND
  • ResourceID <> the EmployeeID

image
image.png442Ɨ545 19.8 KB

The only piece of custom code in this BPM is the JCDept=ENG condition, because I couldnā€™t get it to work with a BAQā€¦ The code is:

Summary 
 foreach(var LaborDtl in (from LaborDtl_Row in ttLaborDtl
select LaborDtl_Row))                      
{
  foreach(var PREmpMas in (from row in Db.PREmpMas
  where row.Company == Session.CompanyID && LaborDtl.EmployeeNum == row.EmpID 
  select row))
  {
  if (PREmpMas != null)
    {
      if (PREmpMas.JCDept == "EngGroup")
      {
        return true;
      }
      return false; 
    }
    return false;
  }
  return false;
}
return false;

Iā€™ve tested this with a bunch of different scenarioā€™s and if seems to work perfectly, as long as the engineers are a resource in the capabilities they are clocking into.

Here is the export of the BPM (Verison 10.2.200.8) Labor.Update.ResourceOverride.bpm (43.0 KB)

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