Wondering if anybody has any ideas on how I might handle the following scenario:
Job A (Make to Order) was produced and received into inventory with a serial number assigned to the manufactured part. The job was marked Complete, but not Closed. The part is not going to ship for a while because the customer’s circumstances changed and they won’t be ready to receive it for a while.
Order B comes along for the same part and they want it NOW. Sales wants to ship the unit produced via Job A, but with a new serial number on it (the order number is built into the serial number).
A unit will be rebuilt for Order A, with the goal being to assign the original serial number (i.e. that initially assigned to the unit produced via Job A) to the rebuilt unit.
Here is what I thought might work:
Re-open Job A.
Change the demand link on Job A to Order B.
Create a new Make to Order job for Order A.
Do a receipt of (-1) on Job A/the serialized unit.
Assign original serial number to the new job for Order A. (Serial Number Assignment? Serial Number Maintenance? Either?)
Perform a new Job to Inventory receipt of (1) on Job A, assigning the serial number dictated by Order B on the unit at this time.
Those are the steps we would follow. For step 5, I think we’d go with Serial Number Maintenance to change the Job # on the S/N rather than trying to use Serial Number Assignment to move it. Updating fields in S/N Maintenance still gives you traceability in the activity.
You’ll want to test closing both jobs after you make the change though. Spin up a test/pilot environment and follow all the steps to get here and then run it through shipping and closing both orders/jobs. We have had Epicor give errors when more serial numbers were assigned to a job than were ultimately received, and you may end up needing to use Serial Number Assignment to remove the serial number from Job A anyway.
I just successfully navigated the entire scenario in Pilot. Here are the steps I followed:
Re-open Job A.
Do a receipt of (-1) on Job A/the serialized unit.
In SERIAL NUMBER ASSIGNMENT, unassign the original serial number from Job A.
DO NOT attempt to do this in Serial Number Maintenance. Do that and YOU’RE SCREWED!
Change the demand link on Job A to Order B.
Create a new Make to Order job for Order A. Do this via Job Entry – NOT from the order release.
Assign the new serial number to Job A (i.e. the one dictated by the new sales order) in Serial Number Assignment.
Ensure serials are fully matched for Job A in Serial Matching.
Perform a new Job to Inventory receipt of (1) on Job A.
In Serial Number Assignment, assign the original serial number to Order A’s new job. You won’t be able to “Retrieve” it, but you should be able to enter it in the “Create” field.