We do not currently split out jobs in Epicor, although we do physically split the paperwork on the floor. We want to keep Epicor up to date with our actual job statuses. We have been considering using job splitting and make to stock to allow us to split jobs more or less arbitrarily. During this process we stumbled across a process that might work for us. I am curious if anyone else does this or can advise about it.
The idea is that we split the job at night when the operator knows exactly how many parts are complete and ready to go to the next op. We often have instances where we need to get the next amount out to our heat treater so that we can get everything back in time to ship. They might expect 10 parts to go out to heat treat, but by the end of the night they have only 8 parts done. They have to go out, we can’t wait for the other 2 parts before we get started at heat treat.
So they split the job on the floor. They don’t tell epicor about it, and they send 8 parts ahead on the new (fake) job.
We wanted them to do this in epicor but they don’t know how many will be sent ahead. During the day, our purchaser makes a PO for the subcontract op that is going to be sent ahead. They expect 10, so they make up the PO for 10 parts. Since we are not splitting in epicor, the PO is just for the main job. The next day, the purchaser realizes they only finished 8 parts. She updated the PO to the correct quantity, and waits to receive it in.
Now if we want to split jobs in epicor, we would have to do it at night when the split actually happens. But night shift doesn’t use Epicor besides MES to log time and parts. So that pushes us back to splitting the job in the day ahead of time, just like we do with the POs. However, splitting a job is not as simple as making a new PO. When we split the job we want to split it accurately, which we can’t really do until the next day.
Now we are getting to the good part. We are considering splitting the job on the floor at night just like we always have. However, instead of splitting the quantity we want off, we split and leave the quantity we want on the main job. The main job paperwork, and all the parts that are ready get sent ahead to the next op.
The next day, when we know how many got split, we can split the job in Epicor properly. The split job then only contains the remaining parts on hold. In this way the main job can still have time and POs logged against it, while being split in epicor properly.
Am I making sense here? Is this a valid approach?