Link Job to Part and to Sales Order After Being Invoiced

Epicor ERP 10
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1

Hello!
I enter Service Call orders as well as typical Sales Orders in E10. I learned this morning that three of the orders I entered as Service Calls were actually Repair Calls, after these three orders were invoiced.
I need to create a Job for these three orders and link it to the Part and Sales Orders.

Service Calls have a universal part number: TSO-10000
Repair Calls have a universal part number: TSO-40000

  1. Because this Sales Order has been invoiced, I’m not able to change the part number from TSO-10000 to TSO-40000. I’m stuck with TSO-10000.
  2. Also, I’m not able to create a Job Number by the usual route, i.e…, right click on Part > Job Manager, etc. Instead, I created it from Job Entry and gave it a unique number: JOBA-400000-77 per our naming convention.
  3. Then, I go to File > New Demand Link > Make To Order > Order/Line/Ref > Enter Sales Order Number. I get an error message: “The order release must be marked as make direct”.
  4. So, I go to the Sales Order > Release tab and it is grayed out.
  5. I had to go to Actions > Order Line > Reopen Line
  6. Then go to Actions > Order Release > Reopen Release
  7. Go to Releases Tab > Enable Make Direct. I get an error message: "Release has a partial shipment, change to Make Direct not allowed.

So, now I have a Job (JOBA-400000-77) linked to a Part (TSO-10000) without a Demand Link to link it to the Sales Order. Can you help?

Thank you in advance for your consideration!

2

Hi,

You can create the Service Job based on Service Call through Service Management → Field Service → General Operations → Service Job Entry

If you are not having the Service Management , you can create the Production Job Entry through Make to Job Demand Link .

Regards,
Anbuselvi Thirumavalavan

Regards,
Anbuselvi Thirumavalavan

3

Make To Job Error Message
Make To Job Error Message1621×762 196 KB

We do not have the option to go to Service Management > Field Service > General Operations > Service Job Entry.

So, I followed your second recommendation to go to

  1. Production Management > Job Management > General Operations >
  2. Job Entry. I already created a Job = JOBA-40000-77.
  3. JOBA-40000-77
  4. File > New Demand Link > Make To Job and entered JOBA-40000-77 (because I did not know what else to enter)
  5. Received error message: The source and target jobs cannot have the same job number.

How would this connect to the Sales Order 430693?

4

Hi,

You can try the Make to Job Process as follows:

  1. You can create the Main Job No,. as 40000-77 instead of
    JOBA-40000-77 (Your step no. 3)
  2. Select the Part Number TSC-10000
  3. Update the demand link Job No. 10000-7 i.e. You have to
    update the supplied Job No., assembly , Material & Qty.
  4. Save this transaction, new demand link will create.

Make to Order

You can use this functionality for additional qty required in the Sale Order line for same Part No.

Regards,
Anbuselvi Thirumavalavan

5
  1. You can create the Main Job No,. as 40000-77 instead of
    JOBA-40000-77 (Your step no. 3) I can’t do that. I MUST have the prefix JOBA
  2. Select the Part Number TSC-10000
  3. Update the demand link Job No. 10000-7 i.e. You have to
    update the supplied Job No., assembly , Material & Qty. Where did you get Job No. 10000-7? I’m a little confused
  4. Save this transaction, new demand link will create.
6

Hi,

  1. You can prefix the JOBA in Job No creation field.

  2. Point No. 3 - Service Order required for the below logic, you can use this Job no mentioned in point no. b

    a. I presume you have already prepared the
    Sale Order
    b. Job no created through make to Order
    category.
    c. Complete the Production process
    d. Despathched the material through AR
    Invoice.

  3. Use this Job number & raise the demand link.

  4. If it is not worked out. Create the demand.
    baed on stock and start the production.
    process.

Regards,
Anbuselvi Thirumavalavan

7

Good Morning Anbuselvi!
I was able to figure out what to do. Here are the steps I used:
Sales Order Entry > Entered Sales Order Number
Lines Tab > File > New Line > Part/Rev > Entered: TSO-40000
Order Quantity: 1 > Unit Price: 0 (I had originally entered Order Qty = 0 and this prevented the system from creating a Release and kept me from accomplishing my goal)
A message appears: “WARNING: Part Unit Cost set to 0”, click OK
Lines > List > right click on Part Number: TSO-40000 > Open With > Job Manager
Demand Section > Create Job > Enter JOBA-40000-77, Click OK
Supply Section > Get Details > Job Tab > Enter: JOBA, hit Tab, hit OK
Supply Section > Job Entry > Job Details > Materials > List > Misc. Charges > Desc > Completed Job Number, i.e., JOBA-40000-77
Job Entry > Required By > Enter Date
SAVE then close out of Job Entry and Job Manager

I REALLY appreciate you for sticking with me and advising me. Thank you!