I’m trying to assist scheduling in looking for a practical way to identify material shortages in Epicor.
Historically we were a MTS shop. Since being acquired, management wants to move toward MTO with job batching. We do not have Advanced Planning & Scheduling.
Currently:
- Most jobs are still created as MTS
- Purchase orders are to stock, not to jobs
- SKUs share common components
- Because materials are not job linked, our scheduler has very limited visibility into true shortages
- Once on-hand inventory is exhausted, we haven’t found a fast way to see which jobs are now short
What we’re trying to achieve:
- A list of material shortages tied to:
- Jobs or top-level parts
- Aggregated demand across batched jobs
- Comparison of Qty Remaining vs Available Qty
- How are others handling material shortage visibility in an MTS/MTO hybrid model.
- Are there recommended reports, dashboards, or BAQs that can reliably show shortages when purchasing to stock?
- Is manual allocation, job linking, or a partial MTO approach the only viable option?
- Any lessons learned when transitioning from MTS to MTO with job batching in Epicor?
- Would APS solve some of these issues?
