Make to Order Blank Title 69005

Hi Tony,

The dispatch report looks at each operation -- no problems there. In our world Stock = bad, WIP = good. WIP is scheduled to ship, stock may never ship. About 75% of our jobs are make-to-order. The goal is to plan the job to be completed just-in-time to ship to the customer. In a perfect world it all works out. ;)

It sounds like you're on the right track with make-to-order, this is exactly what it's designed for.

Jill

--- In vantage@yahoogroups.com, Tony Hughes <thughes281@...> wrote:
>
> Thanks, that clears something up for me. "parts remain in WIP the entire time"
> So, even if last operation is complete, I notice the job still shows no completed quantity, and I guess, never will until you literally ship.
>
> Do the Priority dispatches take this in to account? we use the default one. (probably only one of the 3-4 default reports that no one has asked to change yet!)
>
> I may not want to use Make to Order, in this case.
> What if customer won't take partials, and they have a couple other pieces for their order that we did a MtO job on.
> That job sits in WIP for a long time.
> If considered from Finance's point of view - WIP = Bad, Finished Goods = Good.
>
> But, also, from a technical standpoint, I don't like that Vantage sees the job in WIP, when the job really isn't in WIP.
>
> Maybe I am approaching the solution in the wrong way.
>
> What we are trying to do is review our part catalog, and in process, we are removing a lot of minimums on slow moving parts.
> We want to make them non-stock items. We'll must make them when someone orders them.
>
> If I am making a part only because someone ordered it, I want that job connected to that order. If order is canceled, we then cancel the job, and along with our policies on non-stock cancellations, the customer is charged a fee. But to enforce this, need to maintain that connection between order and job.
>
>
> Anyone have any advice on how I might better approach our problem?
>
> Thank you for all the help.
>
>
>
>
>
>
>
> ________________________________
> From: Aaron Hoyt <aaron.hoyt@...>
> To: vantage@yahoogroups.com
> Sent: Friday, March 13, 2009 2:25:13 PM
> Subject: Re: [Vantage] Make to Order
>
>
> Tony,
> Do you have AMM?
> We do and when the part being built is finished, it creates a wip move
> transaction request (Material Request Queue). This transaction is a
> MFG-CUS and in our system requests that the parts be moved from the
> Resource Group out bin to the Finished Goods bin. I believe it pulls
> the Finished Goods bin from the Order Release. This transaction, when
> processed changes the part location without removing them from the job
> or placing them into "inventory". When they ship from this new
> location, parts remain in the job WIP the entire time and you ship from MFG.
> We find this very helpful except when people make mistakes as they
> do...then it gets difficult to tell how many parts are where. We
> instituted an automatic labeling based on this final move processing and
> that helped a bunch, but as with everything with a human at the
> keyboard, it's still not perfect.
> Vantage is well designed to handle Make to Order, but you won't find
> much documentation on this method. We are having a tough time with the
> "Epicor Manufacturing and Distribution Users Guide" as it is so heavily
> slanted to make to stock. I also find it surprising that Epicor
> suggested you "receive to stock" a make to order part. It's not necessary.
> Let me know if I can be of more assistance.
> Best of luck,
> Aaron Hoyt
> Vantage Plastics
>
> Tony Hughes wrote:
> >
> >
> > We have never used make to order, always just make to stock, receive
> > in to stock, then ship out of stock.
> > With make to stock, last operation requests a material move, forklift
> > comes, drives it to warehouse, puts on the shelf and does job receipt.
> > Easy.
> >
> > But with make to order, how is this supposed to work?
> >
> > We don't literally pull the truck up to the last job operation and
> > ship the product from right there.
> > The quantity will be moved to a shipping area, we might not even ship
> > the whole order until a couple days, that's common.
> >
> > Meantime, what do you do with the make to order parts, in terms of in
> > the system? They still show as WIP until you ship them, but you might
> > not be shipping for days?
> > And anyone looking for the parts in the system will be looking for
> > them at the final operation, they won't know which Shipping dock
> > they're at, or which of the many bins at the dock.
> >
> > Epicor suggesting doing job receipt to inventory, and yes, you sure
> > can, but AMAZINGLY this doesn't do anything to WIP nor does it even
> > register as part of the make to order quantity.
> > It just adds parts to inventory off of that job... I cannot believe
> > that is not a "bug". I can see that you'd allow completed quantity
> > greater than job quantity - when you're stamping thousands of parts,
> > you're bound to make a couple extra, but receive more in to inventory
> > than the job shows as a completed quantity??? why the @#$*(& would you
> > ever do that?
> >
> > The help desk of Epicor is suggesting you go in to the job, change the
> > quantity to make to stock, then receive in to stock, then ship from
> > stock at the time you're ready.
> > This seems nuts, as I'd have to go change the Order to remove the
> > demand, then change the job's Make to Order, get rid of it, and do
> > make to stock.
> >
> > Sorry for the ranting, any advice on how this works? if I'm going
> > about it all the wrong way?
> >
> > Thank you
> >
> >
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
I am new to the system and need some help. I have created a quote,
then created a sales order as well as method of manufacture for a
part. I marked the part as a non stock item and clicked the make
direct checkbox in the sales order release tab. That same tab shows my
job number that applies to that order on the bottom. Yet, when I got
to the Job Entry screen and try to make a new demand link to make to
order it will not let me. It clears all the fields under make to order
and creates a demand link under make to stock when I click Save. Where
did I go wrong?
Forgive me if I am missing something... but you said on your Order
release it shows the job#? It seems then that your Order Demand is
already linked to your job, no?


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of homestyleindustries
Sent: Thursday, September 18, 2008 2:06 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Make to Order

I am new to the system and need some help. I have created a quote,
then created a sales order as well as method of manufacture for a
part. I marked the part as a non stock item and clicked the make
direct checkbox in the sales order release tab. That same tab shows my
job number that applies to that order on the bottom. Yet, when I got
to the Job Entry screen and try to make a new demand link to make to
order it will not let me. It clears all the fields under make to order
and creates a demand link under make to stock when I click Save. Where
did I go wrong?


------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links



<DIV><font size="1.5" face="Bookman Old Style">__________________________________________________________________________________________________________________

This email may contain material that is confidential, privileged and/or attorney work product for the sole use of the intended recipient. Any review, reliance or distribution by others or forwarding without express permission is strictly prohibited. If you are not the intended recipient, please contact the sender and delete all copies.
__________________________________________________________________________________________________________________<DIV><FONT>
After you create the sales order and mark the make direct box, then you
can do one of 2 things:

1) Go to Job Entry --> new job --> enter part number, and req by, then
new demand link, make to order.

or

2) Go to planning workbench and everything is done in there with a
couple of clicks....



M. Manasa Reddy
manasa@...
P: 630-806-2000
F: 630-806-2001


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of homestyleindustries
Sent: Thursday, September 18, 2008 1:06 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Make to Order



I am new to the system and need some help. I have created a quote,
then created a sales order as well as method of manufacture for a
part. I marked the part as a non stock item and clicked the make
direct checkbox in the sales order release tab. That same tab shows my
job number that applies to that order on the bottom. Yet, when I got
to the Job Entry screen and try to make a new demand link to make to
order it will not let me. It clears all the fields under make to order
and creates a demand link under make to stock when I click Save. Where
did I go wrong?






[Non-text portions of this message have been removed]
Or use Order Job Wizard at Sales Order Entry

Scott Litzau, MCP
Olympus Flag & Banner
Information Systems Manager
scott.litzau@...
P: 414-365-9732
F: 414-355-1931


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Manasa Reddy
Sent: Thursday, September 18, 2008 1:23 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Make to Order

After you create the sales order and mark the make direct box, then you
can do one of 2 things:

1) Go to Job Entry --> new job --> enter part number, and req by, then
new demand link, make to order.

or

2) Go to planning workbench and everything is done in there with a
couple of clicks....



M. Manasa Reddy
manasa@...
P: 630-806-2000
F: 630-806-2001


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of homestyleindustries
Sent: Thursday, September 18, 2008 1:06 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Make to Order



I am new to the system and need some help. I have created a quote,
then created a sales order as well as method of manufacture for a
part. I marked the part as a non stock item and clicked the make
direct checkbox in the sales order release tab. That same tab shows my
job number that applies to that order on the bottom. Yet, when I got
to the Job Entry screen and try to make a new demand link to make to
order it will not let me. It clears all the fields under make to order
and creates a demand link under make to stock when I click Save. Where
did I go wrong?






[Non-text portions of this message have been removed]


------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
I tried to use our order job wizard and nothing happens. I know for a
fact I have used it before. I think the better question is does
anyone know what would cause the order job wizard to do nothing when
selected. I would rather use the order job wizard anyway.





--- In vantage@yahoogroups.com, "Scott Litzau" <scott.litzau@...>
wrote:
>
> Or use Order Job Wizard at Sales Order Entry
>
> Scott Litzau, MCP
> Olympus Flag & Banner
> Information Systems Manager
> scott.litzau@...
> P: 414-365-9732
> F: 414-355-1931
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf Of
> Manasa Reddy
> Sent: Thursday, September 18, 2008 1:23 PM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] Make to Order
>
> After you create the sales order and mark the make direct box, then
you
> can do one of 2 things:
>
> 1) Go to Job Entry --> new job --> enter part number, and req by,
then
> new demand link, make to order.
>
> or
>
> 2) Go to planning workbench and everything is done in there with a
> couple of clicks....
>
>
>
> M. Manasa Reddy
> manasa@...
> P: 630-806-2000
> F: 630-806-2001
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of homestyleindustries
> Sent: Thursday, September 18, 2008 1:06 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Make to Order
>
>
>
> I am new to the system and need some help. I have created a quote,
> then created a sales order as well as method of manufacture for a
> part. I marked the part as a non stock item and clicked the make
> direct checkbox in the sales order release tab. That same tab shows
my
> job number that applies to that order on the bottom. Yet, when I got
> to the Job Entry screen and try to make a new demand link to make to
> order it will not let me. It clears all the fields under make to
order
> and creates a demand link under make to stock when I click Save.
Where
> did I go wrong?
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
>
> ------------------------------------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You
must have
> already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report
Builder and
> Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
>
There is a link but it still wants to put the job into stock. I just
checked the job entry screen and under the job details -> Assemblies -
> Assembly tab it has a check box for make direct that is unchecked
but it is grayed out. I deleted the job and tried to do it over but
this information is automatically populated from something else, but I
can't figure out what.



--- In vantage@yahoogroups.com, <sarah.vareschi@...> wrote:
>
> Forgive me if I am missing something... but you said on your Order
> release it shows the job#? It seems then that your Order Demand is
> already linked to your job, no?
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of homestyleindustries
> Sent: Thursday, September 18, 2008 2:06 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Make to Order
>
> I am new to the system and need some help. I have created a quote,
> then created a sales order as well as method of manufacture for a
> part. I marked the part as a non stock item and clicked the make
> direct checkbox in the sales order release tab. That same tab shows
my
> job number that applies to that order on the bottom. Yet, when I
got
> to the Job Entry screen and try to make a new demand link to make to
> order it will not let me. It clears all the fields under make to
order
> and creates a demand link under make to stock when I click Save.
Where
> did I go wrong?
>
>
> ------------------------------------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You
must
> have already linked your email address to a yahoo id to enable
access. )
> (1) To access the Files Section of our Yahoo!Group for Report
Builder
> and Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
>
>
>
> <DIV><font size="1.5" face="Bookman Old
Style">_______________________________________________________________
___________________________________________________
>
> This email may contain material that is confidential, privileged
and/or attorney work product for the sole use of the intended
recipient. Any review, reliance or distribution by others or
forwarding without express permission is strictly prohibited. If you
are not the intended recipient, please contact the sender and delete
all copies.
>
______________________________________________________________________
____________________________________________<DIV><FONT>
>
Check the part and make sure that it is not set as TYPE: purchased.
--- In vantage@yahoogroups.com, "homestyleindustries"
<homestyleindustries@...> wrote:
>
> There is a link but it still wants to put the job into stock. I
just
> checked the job entry screen and under the job details ->
Assemblies -
> > Assembly tab it has a check box for make direct that is
unchecked
> but it is grayed out. I deleted the job and tried to do it over
but
> this information is automatically populated from something else,
but I
> can't figure out what.
>
>
>
> --- In vantage@yahoogroups.com, <sarah.vareschi@> wrote:
> >
> > Forgive me if I am missing something... but you said on your
Order
> > release it shows the job#? It seems then that your Order Demand
is
> > already linked to your job, no?
> >
> >
> > -----Original Message-----
> > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
On
> Behalf
> > Of homestyleindustries
> > Sent: Thursday, September 18, 2008 2:06 PM
> > To: vantage@yahoogroups.com
> > Subject: [Vantage] Make to Order
> >
> > I am new to the system and need some help. I have created a
quote,
> > then created a sales order as well as method of manufacture for
a
> > part. I marked the part as a non stock item and clicked the
make
> > direct checkbox in the sales order release tab. That same tab
shows
> my
> > job number that applies to that order on the bottom. Yet, when
I
> got
> > to the Job Entry screen and try to make a new demand link to
make to
> > order it will not let me. It clears all the fields under make
to
> order
> > and creates a demand link under make to stock when I click
Save.
> Where
> > did I go wrong?
> >
> >
> > ------------------------------------
> >
> > Useful links for the Yahoo!Groups Vantage Board are: ( Note:
You
> must
> > have already linked your email address to a yahoo id to enable
> access. )
> > (1) To access the Files Section of our Yahoo!Group for Report
> Builder
> > and Crystal Reports and other 'goodies', please goto:
> > http://groups.yahoo.com/group/vantage/files/.
> > (2) To search through old msg's goto:
> > http://groups.yahoo.com/group/vantage/messages
> > (3) To view links to Vendors that provide Vantage services goto:
> > http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
> >
> >
> >
> > <DIV><font size="1.5" face="Bookman Old
>
Style">______________________________________________________________
_
> ___________________________________________________
> >
> > This email may contain material that is confidential, privileged
> and/or attorney work product for the sole use of the intended
> recipient. Any review, reliance or distribution by others or
> forwarding without express permission is strictly prohibited. If
you
> are not the intended recipient, please contact the sender and
delete
> all copies.
> >
>
_____________________________________________________________________
_
> ____________________________________________<DIV><FONT>
> >
>
Without intervention, Order Job Wizard only will create a fulfillment job linked to your sale order line release IF the part is non-stock.

You can uncheck the order/line/release make direct checkbox to allow shipping of a non-stock part from a warehouse bin (perhaps you are configure to order and someone just happened to order the same configuration another customer returned to you on an RMA).

Last I looked, it doesn't work the other way:

I haven't tested it in 405a, but in 403 and earlier, simply checking the make direct checkbox on a sales order/line/release for a part that is set up as stocked DID NOT enable Order Job Wizard to create a linked job.

It seems the application must have Make direct = true and Part.NonStock=false (and no existing linked job in place) in order for order job wizard to do its thing.

I wouldn't get nuts over any warehouse bin references either as they typically are references to where the WIP cost is being held (and not necessarily a 'real' physical location you can touch)...

They are usually just cost buckets that would have been better named something else by Epicor as 'warehouse bin' confuses people into thinking it is a real physical location and not the ethereal cost accumulation & staging buckets that they really are.

The only warehouse bin ref's to be concerned with are on the Job header Make to Stock tab. If a qty is entered here with a warehouse & bin, that is where you intend the job receipt to go into inventory (whether the part is set up as NonStock - true or false).

Put you part number into Job Manager. That will reveal any existing order line release links to jobs that might have snuck by your view (and caused a rerun over Order Job Wizard to fail).

From THIS application, you CAN create a job for a stocked part and link it to a sales order line release demand requirement ...I'm not even sure you have to check the order line release you want to link the job to so that it is a make-direct release. (This app doesn't seem to care.)

Rob Brown


--- On Thu, 9/18/08, homestyleindustries <homestyleindustries@...> wrote:
From: homestyleindustries <homestyleindustries@...>
Subject: [Vantage] Re: Make to Order
To: vantage@yahoogroups.com
Date: Thursday, September 18, 2008, 4:23 PM











There is a link but it still wants to put the job into stock. I just

checked the job entry screen and under the job details -> Assemblies -

> Assembly tab it has a check box for make direct that is unchecked

but it is grayed out. I deleted the job and tried to do it over but

this information is automatically populated from something else, but I

can't figure out what.



--- In vantage@yahoogroups .com, <sarah.vareschi@ ...> wrote:

>

> Forgive me if I am missing something... but you said on your Order

> release it shows the job#? It seems then that your Order Demand is

> already linked to your job, no?

>

>

> -----Original Message-----

> From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On

Behalf

> Of homestyleindustries

> Sent: Thursday, September 18, 2008 2:06 PM

> To: vantage@yahoogroups .com

> Subject: [Vantage] Make to Order

>

> I am new to the system and need some help. I have created a quote,

> then created a sales order as well as method of manufacture for a

> part. I marked the part as a non stock item and clicked the make

> direct checkbox in the sales order release tab. That same tab shows

my

> job number that applies to that order on the bottom. Yet, when I

got

> to the Job Entry screen and try to make a new demand link to make to

> order it will not let me. It clears all the fields under make to

order

> and creates a demand link under make to stock when I click Save.

Where

> did I go wrong?

>

>

> ------------ --------- --------- ------

>

> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You

must

> have already linked your email address to a yahoo id to enable

access. )

> (1) To access the Files Section of our Yahoo!Group for Report

Builder

> and Crystal Reports and other 'goodies', please goto:

> http://groups. yahoo.com/ group/vantage/ files/.

> (2) To search through old msg's goto:

> http://groups. yahoo.com/ group/vantage/ messages

> (3) To view links to Vendors that provide Vantage services goto:

> http://groups. yahoo.com/ group/vantage/ linksYahoo! Groups Links

>

>

>

> <DIV><font size="1.5" face="Bookman Old

Style">_____ _________ _________ _________ _________ _________ ________

____________ _________ _________ _________ _________ ___

>

> This email may contain material that is confidential, privileged

and/or attorney work product for the sole use of the intended

recipient. Any review, reliance or distribution by others or

forwarding without express permission is strictly prohibited. If you

are not the intended recipient, please contact the sender and delete

all copies.

>

____________ _________ _________ _________ _________ _________ _

____________ _________ _________ _________ _____<DIV> <FONT>

>
Ditto: It also can not be a purchased part.

Rob

--- On Thu, 9/18/08, Robert Brown <robertb_versa@...> wrote:
From: Robert Brown <robertb_versa@...>
Subject: Re: [Vantage] Re: Make to Order
To: vantage@yahoogroups.com
Date: Thursday, September 18, 2008, 5:07 PM











Without intervention, Order Job Wizard only will create a fulfillment job linked to your sale order line release IF the part is non-stock.



You can uncheck the order/line/release make direct checkbox to allow shipping of a non-stock part from a warehouse bin (perhaps you are configure to order and someone just happened to order the same configuration another customer returned to you on an RMA).



Last I looked, it doesn't work the other way:



I haven't tested it in 405a, but in 403 and earlier, simply checking the make direct checkbox on a sales order/line/release for a part that is set up as stocked DID NOT enable Order Job Wizard to create a linked job.



It seems the application must have Make direct = true and Part.NonStock= false (and no existing linked job in place) in order for order job wizard to do its thing.



I wouldn't get nuts over any warehouse bin references either as they typically are references to where the WIP cost is being held (and not necessarily a 'real' physical location you can touch)...



They are usually just cost buckets that would have been better named something else by Epicor as 'warehouse bin' confuses people into thinking it is a real physical location and not the ethereal cost accumulation & staging buckets that they really are.



The only warehouse bin ref's to be concerned with are on the Job header Make to Stock tab. If a qty is entered here with a warehouse & bin, that is where you intend the job receipt to go into inventory (whether the part is set up as NonStock - true or false).



Put you part number into Job Manager. That will reveal any existing order line release links to jobs that might have snuck by your view (and caused a rerun over Order Job Wizard to fail).



From THIS application, you CAN create a job for a stocked part and link it to a sales order line release demand requirement ...I'm not even sure you have to check the order line release you want to link the job to so that it is a make-direct release. (This app doesn't seem to care.)



Rob Brown





--- On Thu, 9/18/08, homestyleindustries <homestyleindustries @...> wrote:

From: homestyleindustries <homestyleindustries @...>

Subject: [Vantage] Re: Make to Order

To: vantage@yahoogroups .com

Date: Thursday, September 18, 2008, 4:23 PM



There is a link but it still wants to put the job into stock. I just



checked the job entry screen and under the job details -> Assemblies -



> Assembly tab it has a check box for make direct that is unchecked



but it is grayed out. I deleted the job and tried to do it over but



this information is automatically populated from something else, but I



can't figure out what.



--- In vantage@yahoogroups .com, <sarah.vareschi@ ...> wrote:



>



> Forgive me if I am missing something... but you said on your Order



> release it shows the job#? It seems then that your Order Demand is



> already linked to your job, no?



>



>



> -----Original Message-----



> From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On



Behalf



> Of homestyleindustries



> Sent: Thursday, September 18, 2008 2:06 PM



> To: vantage@yahoogroups .com



> Subject: [Vantage] Make to Order



>



> I am new to the system and need some help. I have created a quote,



> then created a sales order as well as method of manufacture for a



> part. I marked the part as a non stock item and clicked the make



> direct checkbox in the sales order release tab. That same tab shows



my



> job number that applies to that order on the bottom. Yet, when I



got



> to the Job Entry screen and try to make a new demand link to make to



> order it will not let me. It clears all the fields under make to



order



> and creates a demand link under make to stock when I click Save.



Where



> did I go wrong?



>



>



> ------------ --------- --------- ------



>



> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You



must



> have already linked your email address to a yahoo id to enable



access. )



> (1) To access the Files Section of our Yahoo!Group for Report



Builder



> and Crystal Reports and other 'goodies', please goto:



> http://groups. yahoo.com/ group/vantage/ files/.



> (2) To search through old msg's goto:



> http://groups. yahoo.com/ group/vantage/ messages



> (3) To view links to Vendors that provide Vantage services goto:



> http://groups. yahoo.com/ group/vantage/ linksYahoo! Groups Links



>



>



>



> <DIV><font size="1.5" face="Bookman Old



Style">_____ _________ _________ _________ _________ _________ ________



____________ _________ _________ _________ _________ ___



>



> This email may contain material that is confidential, privileged



and/or attorney work product for the sole use of the intended



recipient. Any review, reliance or distribution by others or



forwarding without express permission is strictly prohibited. If you



are not the intended recipient, please contact the sender and delete



all copies.



>



____________ _________ _________ _________ _________ _________ _



____________ _________ _________ _________ _____<DIV> <FONT>



>
Robert Brown,



You should write a book on Vantage. I'll buy the first copy.



Linda



[Non-text portions of this message have been removed]
Just ran a quick test in 405A. The order job wizard is available to
create a job for a stock part with "make direct" checked on the
release sheet of the sales order (Override). I am sure I have done
the same thing in some previous service pack/patch levels.

Dave Thomas

--- In vantage@yahoogroups.com, Robert Brown <robertb_versa@...>
wrote:
>
> Without intervention, Order Job Wizard only will create a
fulfillment job linked to your sale order line release IF the part
is non-stock.
>
> You can uncheck the order/line/release make direct checkbox to
allow shipping of a non-stock part from a warehouse bin (perhaps you
are configure to order and someone just happened to order the same
configuration another customer returned to you on an RMA).
>
> Last I looked, it doesn't work the other way:
>
> I haven't tested it in 405a, but in 403 and earlier, simply
checking the make direct checkbox on a sales order/line/release for
a part that is set up as stocked DID NOT enable Order Job Wizard to
create a linked job.
>
> It seems the application must have Make direct = true and
Part.NonStock=false (and no existing linked job in place) in order
for order job wizard to do its thing.
>
> I wouldn't get nuts over any warehouse bin references either as
they typically are references to where the WIP cost is being held
(and not necessarily a 'real' physical location you can touch)...
>
> They are usually just cost buckets that would have been better
named something else by Epicor as 'warehouse bin' confuses people
into thinking it is a real physical location and not the ethereal
cost accumulation & staging buckets that they really are.
>
> The only warehouse bin ref's to be concerned with are on the Job
header Make to Stock tab. If a qty is entered here with a warehouse
& bin, that is where you intend the job receipt to go into inventory
(whether the part is set up as NonStock - true or false).
>
> Put you part number into Job Manager. That will reveal any
existing order line release links to jobs that might have snuck by
your view (and caused a rerun over Order Job Wizard to fail).
>
> From THIS application, you CAN create a job for a stocked part and
link it to a sales order line release demand requirement ...I'm not
even sure you have to check the order line release you want to link
the job to so that it is a make-direct release. (This app doesn't
seem to care.)
>
> Rob Brown
>
>
> --- On Thu, 9/18/08, homestyleindustries <homestyleindustries@...>
wrote:
> From: homestyleindustries <homestyleindustries@...>
> Subject: [Vantage] Re: Make to Order
> To: vantage@yahoogroups.com
> Date: Thursday, September 18, 2008, 4:23 PM
>
>
>
>
>
>
>
>
>
>
>
> There is a link but it still wants to put the job into
stock. I just
>
> checked the job entry screen and under the job details ->
Assemblies -
>
> > Assembly tab it has a check box for make direct that is
unchecked
>
> but it is grayed out. I deleted the job and tried to do it over
but
>
> this information is automatically populated from something else,
but I
>
> can't figure out what.
>
>
>
> --- In vantage@yahoogroups .com, <sarah.vareschi@ ...> wrote:
>
> >
>
> > Forgive me if I am missing something... but you said on your
Order
>
> > release it shows the job#? It seems then that your Order Demand
is
>
> > already linked to your job, no?
>
> >
>
> >
>
> > -----Original Message-----
>
> > From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com]
On
>
> Behalf
>
> > Of homestyleindustries
>
> > Sent: Thursday, September 18, 2008 2:06 PM
>
> > To: vantage@yahoogroups .com
>
> > Subject: [Vantage] Make to Order
>
> >
>
> > I am new to the system and need some help. I have created a
quote,
>
> > then created a sales order as well as method of manufacture for
a
>
> > part. I marked the part as a non stock item and clicked the
make
>
> > direct checkbox in the sales order release tab. That same tab
shows
>
> my
>
> > job number that applies to that order on the bottom. Yet, when
I
>
> got
>
> > to the Job Entry screen and try to make a new demand link to
make to
>
> > order it will not let me. It clears all the fields under make
to
>
> order
>
> > and creates a demand link under make to stock when I click
Save.
>
> Where
>
> > did I go wrong?
>
> >
>
> >
>
> > ------------ --------- --------- ------
>
> >
>
> > Useful links for the Yahoo!Groups Vantage Board are: ( Note:
You
>
> must
>
> > have already linked your email address to a yahoo id to enable
>
> access. )
>
> > (1) To access the Files Section of our Yahoo!Group for Report
>
> Builder
>
> > and Crystal Reports and other 'goodies', please goto:
>
> > http://groups. yahoo.com/ group/vantage/ files/.
>
> > (2) To search through old msg's goto:
>
> > http://groups. yahoo.com/ group/vantage/ messages
>
> > (3) To view links to Vendors that provide Vantage services goto:
>
> > http://groups. yahoo.com/ group/vantage/ linksYahoo! Groups Links
>
> >
>
> >
>
> >
>
> > <DIV><font size="1.5" face="Bookman Old
>
> Style">_____ _________ _________ _________ _________ _________
________
>
> ____________ _________ _________ _________ _________ ___
>
> >
>
> > This email may contain material that is confidential, privileged
>
> and/or attorney work product for the sole use of the intended
>
> recipient. Any review, reliance or distribution by others or
>
> forwarding without express permission is strictly prohibited. If
you
>
> are not the intended recipient, please contact the sender and
delete
>
> all copies.
>
> >
>
> ____________ _________ _________ _________ _________ _________ _
>
> ____________ _________ _________ _________ _____<DIV> <FONT>
>
> >
>
Hmmm. I just tried it in a 405a test db and got the behavior I described... Might be something in company configuration resulting in the difference in behavior. (What that might be though - I have no idea.)
Â
We're also pretty heavily customized so perhaps some aspect of a customization is having some unintended side effect. (I should test with the base app.)
Â
Our Non-stock fab parts are also always phantoms... Can't see why that would matter but perhaps someone else out there might have a light bulb go on.
Â
Thanks for the tip Dave... It might help out down the road.
Â
Rob

--- On Fri, 9/19/08, Dave Thomas <dthomas@...> wrote:

From: Dave Thomas <dthomas@...>
Subject: [Vantage] Re: Make to Order
To: vantage@yahoogroups.com
Date: Friday, September 19, 2008, 1:04 PM






Just ran a quick test in 405A. The order job wizard is available to
create a job for a stock part with "make direct" checked on the
release sheet of the sales order (Override). I am sure I have done
the same thing in some previous service pack/patch levels.

Dave Thomas

--- In vantage@yahoogroups .com, Robert Brown <robertb_versa@ ...>
wrote:
>
> Without intervention, Order Job Wizard only will create a
fulfillment job linked to your sale order line release IF the part
is non-stock.
>
> You can uncheck the order/line/release make direct checkbox to
allow shipping of a non-stock part from a warehouse bin (perhaps you
are configure to order and someone just happened to order the same
configuration another customer returned to you on an RMA).
>
> Last I looked, it doesn't work the other way:
>
> I haven't tested it in 405a, but in 403 and earlier, simply
checking the make direct checkbox on a sales order/line/release for
a part that is set up as stocked DID NOT enable Order Job Wizard to
create a linked job.
>
> It seems the application must have Make direct = true and
Part.NonStock= false (and no existing linked job in place) in order
for order job wizard to do its thing.
>
> I wouldn't get nuts over any warehouse bin references either as
they typically are references to where the WIP cost is being held
(and not necessarily a 'real' physical location you can touch)...
>
> They are usually just cost buckets that would have been better
named something else by Epicor as 'warehouse bin' confuses people
into thinking it is a real physical location and not the ethereal
cost accumulation & staging buckets that they really are.
>
> The only warehouse bin ref's to be concerned with are on the Job
header Make to Stock tab. If a qty is entered here with a warehouse
& bin, that is where you intend the job receipt to go into inventory
(whether the part is set up as NonStock - true or false).
>
> Put you part number into Job Manager. That will reveal any
existing order line release links to jobs that might have snuck by
your view (and caused a rerun over Order Job Wizard to fail).
>
> From THIS application, you CAN create a job for a stocked part and
link it to a sales order line release demand requirement ...I'm not
even sure you have to check the order line release you want to link
the job to so that it is a make-direct release. (This app doesn't
seem to care.)
>
> Rob Brown
>
>
> --- On Thu, 9/18/08, homestyleindustries <homestyleindustrie s@...>
wrote:
> From: homestyleindustries <homestyleindustrie s@...>
> Subject: [Vantage] Re: Make to Order
> To: vantage@yahoogroups .com
> Date: Thursday, September 18, 2008, 4:23 PM
>
>
>
>
>
>
>
>
>
>
>
> There is a link but it still wants to put the job into
stock. I just
>
> checked the job entry screen and under the job details ->
Assemblies -
>
> > Assembly tab it has a check box for make direct that is
unchecked
>
> but it is grayed out. I deleted the job and tried to do it over
but
>
> this information is automatically populated from something else,
but I
>
> can't figure out what.
>
>
>
> --- In vantage@yahoogroups .com, <sarah.vareschi@ ...> wrote:
>
> >
>
> > Forgive me if I am missing something... but you said on your
Order
>
> > release it shows the job#? It seems then that your Order Demand
is
>
> > already linked to your job, no?
>
> >
>
> >
>
> > -----Original Message-----
>
> > From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com]
On
>
> Behalf
>
> > Of homestyleindustries
>
> > Sent: Thursday, September 18, 2008 2:06 PM
>
> > To: vantage@yahoogroups .com
>
> > Subject: [Vantage] Make to Order
>
> >
>
> > I am new to the system and need some help. I have created a
quote,
>
> > then created a sales order as well as method of manufacture for
a
>
> > part. I marked the part as a non stock item and clicked the
make
>
> > direct checkbox in the sales order release tab. That same tab
shows
>
> my
>
> > job number that applies to that order on the bottom. Yet, when
I
>
> got
>
> > to the Job Entry screen and try to make a new demand link to
make to
>
> > order it will not let me. It clears all the fields under make
to
>
> order
>
> > and creates a demand link under make to stock when I click
Save.
>
> Where
>
> > did I go wrong?
>
> >
>
> >
>
> > ------------ --------- --------- ------
>
> >
>
> > Useful links for the Yahoo!Groups Vantage Board are: ( Note:
You
>
> must
>
> > have already linked your email address to a yahoo id to enable
>
> access. )
>
> > (1) To access the Files Section of our Yahoo!Group for Report
>
> Builder
>
> > and Crystal Reports and other 'goodies', please goto:
>
> > http://groups. yahoo.com/ group/vantage/ files/.
>
> > (2) To search through old msg's goto:
>
> > http://groups. yahoo.com/ group/vantage/ messages
>
> > (3) To view links to Vendors that provide Vantage services goto:
>
> > http://groups. yahoo.com/ group/vantage/ linksYahoo! Groups Links
>
> >
>
> >
>
> >
>
> > <DIV><font size="1.5" face="Bookman Old
>
> Style">_____ _________ _________ _________ _________ _________
________
>
> ____________ _________ _________ _________ _________ ___
>
> >
>
> > This email may contain material that is confidential, privileged
>
> and/or attorney work product for the sole use of the intended
>
> recipient. Any review, reliance or distribution by others or
>
> forwarding without express permission is strictly prohibited. If
you
>
> are not the intended recipient, please contact the sender and
delete
>
> all copies.
>
> >
>
> ____________ _________ _________ _________ _________ _________ _
>
> ____________ _________ _________ _________ _____<DIV> <FONT>
>
> >
>


















[Non-text portions of this message have been removed]
While we're on the Order Wizard, I have a setup that I can't figure our what I'm missing. I have set all top assemblies to non-stock and MRP=false to be able to run the job order wizard select all as we have sales order lines with 100's of non stock parts on them. My problem is when I go to ship them using mass shipment and say "ship all" I get a message saying that "Job Number Can Not Be Populated if Job Ship Quantity is Zero" I can see the From Mfg Job populated so I would expect it to use the order amount. The only thing I can think of is that the order release quantity is not used on the order wizard so its not seeing the quantity for the job? Any thoughts?

--- On Fri, 9/19/08, Robert Brown <robertb_versa@...> wrote:

From: Robert Brown <robertb_versa@...>
Subject: Re: [Vantage] Re: Make to Order
To: vantage@yahoogroups.com
Date: Friday, September 19, 2008, 3:37 PM






Hmmm. I just tried it in a 405a test db and got the behavior I described... Might be something in company configuration resulting in the difference in behavior. (What that might be though - I have no idea.)
Â
We're also pretty heavily customized so perhaps some aspect of a customization is having some unintended side effect. (I should test with the base app.)
Â
Our Non-stock fab parts are also always phantoms... Can't see why that would matter but perhaps someone else out there might have a light bulb go on.
Â
Thanks for the tip Dave... It might help out down the road.
Â
Rob

--- On Fri, 9/19/08, Dave Thomas <dthomas@compasys. com> wrote:

From: Dave Thomas <dthomas@compasys. com>
Subject: [Vantage] Re: Make to Order
To: vantage@yahoogroups .com
Date: Friday, September 19, 2008, 1:04 PM

Just ran a quick test in 405A. The order job wizard is available to
create a job for a stock part with "make direct" checked on the
release sheet of the sales order (Override). I am sure I have done
the same thing in some previous service pack/patch levels.

Dave Thomas

--- In vantage@yahoogroups .com, Robert Brown <robertb_versa@ ...>
wrote:
>
> Without intervention, Order Job Wizard only will create a
fulfillment job linked to your sale order line release IF the part
is non-stock.
>
> You can uncheck the order/line/release make direct checkbox to
allow shipping of a non-stock part from a warehouse bin (perhaps you
are configure to order and someone just happened to order the same
configuration another customer returned to you on an RMA).
>
> Last I looked, it doesn't work the other way:
>
> I haven't tested it in 405a, but in 403 and earlier, simply
checking the make direct checkbox on a sales order/line/release for
a part that is set up as stocked DID NOT enable Order Job Wizard to
create a linked job.
>
> It seems the application must have Make direct = true and
Part.NonStock= false (and no existing linked job in place) in order
for order job wizard to do its thing.
>
> I wouldn't get nuts over any warehouse bin references either as
they typically are references to where the WIP cost is being held
(and not necessarily a 'real' physical location you can touch)...
>
> They are usually just cost buckets that would have been better
named something else by Epicor as 'warehouse bin' confuses people
into thinking it is a real physical location and not the ethereal
cost accumulation & staging buckets that they really are.
>
> The only warehouse bin ref's to be concerned with are on the Job
header Make to Stock tab. If a qty is entered here with a warehouse
& bin, that is where you intend the job receipt to go into inventory
(whether the part is set up as NonStock - true or false).
>
> Put you part number into Job Manager. That will reveal any
existing order line release links to jobs that might have snuck by
your view (and caused a rerun over Order Job Wizard to fail).
>
> From THIS application, you CAN create a job for a stocked part and
link it to a sales order line release demand requirement ...I'm not
even sure you have to check the order line release you want to link
the job to so that it is a make-direct release. (This app doesn't
seem to care.)
>
> Rob Brown
>
>
> --- On Thu, 9/18/08, homestyleindustries <homestyleindustrie s@...>
wrote:
> From: homestyleindustries <homestyleindustrie s@...>
> Subject: [Vantage] Re: Make to Order
> To: vantage@yahoogroups .com
> Date: Thursday, September 18, 2008, 4:23 PM
>
>
>
>
>
>
>
>
>
>
>
> There is a link but it still wants to put the job into
stock. I just
>
> checked the job entry screen and under the job details ->
Assemblies -
>
> > Assembly tab it has a check box for make direct that is
unchecked
>
> but it is grayed out. I deleted the job and tried to do it over
but
>
> this information is automatically populated from something else,
but I
>
> can't figure out what.
>
>
>
> --- In vantage@yahoogroups .com, <sarah.vareschi@ ...> wrote:
>
> >
>
> > Forgive me if I am missing something... but you said on your
Order
>
> > release it shows the job#? It seems then that your Order Demand
is
>
> > already linked to your job, no?
>
> >
>
> >
>
> > -----Original Message-----
>
> > From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com]
On
>
> Behalf
>
> > Of homestyleindustries
>
> > Sent: Thursday, September 18, 2008 2:06 PM
>
> > To: vantage@yahoogroups .com
>
> > Subject: [Vantage] Make to Order
>
> >
>
> > I am new to the system and need some help. I have created a
quote,
>
> > then created a sales order as well as method of manufacture for
a
>
> > part. I marked the part as a non stock item and clicked the
make
>
> > direct checkbox in the sales order release tab. That same tab
shows
>
> my
>
> > job number that applies to that order on the bottom. Yet, when
I
>
> got
>
> > to the Job Entry screen and try to make a new demand link to
make to
>
> > order it will not let me. It clears all the fields under make
to
>
> order
>
> > and creates a demand link under make to stock when I click
Save.
>
> Where
>
> > did I go wrong?
>
> >
>
> >
>
> > ------------ --------- --------- ------
>
> >
>
> > Useful links for the Yahoo!Groups Vantage Board are: ( Note:
You
>
> must
>
> > have already linked your email address to a yahoo id to enable
>
> access. )
>
> > (1) To access the Files Section of our Yahoo!Group for Report
>
> Builder
>
> > and Crystal Reports and other 'goodies', please goto:
>
> > http://groups. yahoo.com/ group/vantage/ files/.
>
> > (2) To search through old msg's goto:
>
> > http://groups. yahoo.com/ group/vantage/ messages
>
> > (3) To view links to Vendors that provide Vantage services goto:
>
> > http://groups. yahoo.com/ group/vantage/ linksYahoo! Groups Links
>
> >
>
> >
>
> >
>
> > <DIV><font size="1.5" face="Bookman Old
>
> Style">_____ _________ _________ _________ _________ _________
________
>
> ____________ _________ _________ _________ _________ ___
>
> >
>
> > This email may contain material that is confidential, privileged
>
> and/or attorney work product for the sole use of the intended
>
> recipient. Any review, reliance or distribution by others or
>
> forwarding without express permission is strictly prohibited. If
you
>
> are not the intended recipient, please contact the sender and
delete
>
> all copies.
>
> >
>
> ____________ _________ _________ _________ _________ _________ _
>
> ____________ _________ _________ _________ _____<DIV> <FONT>
>
> >
>

[Non-text portions of this message have been removed]


















[Non-text portions of this message have been removed]
Make sure your parts are non-stock ( or override on the order) and turn off process MRP

--- On Thu, 9/18/08, homestyleindustries <homestyleindustries@...> wrote:

From: homestyleindustries <homestyleindustries@...>
Subject: [Vantage] Re: Make to Order
To: vantage@yahoogroups.com
Date: Thursday, September 18, 2008, 4:11 PM






I tried to use our order job wizard and nothing happens. I know for a
fact I have used it before. I think the better question is does
anyone know what would cause the order job wizard to do nothing when
selected. I would rather use the order job wizard anyway.

--- In vantage@yahoogroups .com, "Scott Litzau" <scott.litzau@ ...>
wrote:
>
> Or use Order Job Wizard at Sales Order Entry
>
> Scott Litzau, MCP
> Olympus Flag & Banner
> Information Systems Manager
> scott.litzau@ ...
> P: 414-365-9732
> F: 414-355-1931
>
>
> -----Original Message-----
> From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On
Behalf Of
> Manasa Reddy
> Sent: Thursday, September 18, 2008 1:23 PM
> To: vantage@yahoogroups .com
> Subject: RE: [Vantage] Make to Order
>
> After you create the sales order and mark the make direct box, then
you
> can do one of 2 things:
>
> 1) Go to Job Entry --> new job --> enter part number, and req by,
then
> new demand link, make to order.
>
> or
>
> 2) Go to planning workbench and everything is done in there with a
> couple of clicks....
>
>
>
> M. Manasa Reddy
> manasa@...
> P: 630-806-2000
> F: 630-806-2001
>
>
> ____________ _________ _________ __
>
> From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On
Behalf
> Of homestyleindustries
> Sent: Thursday, September 18, 2008 1:06 PM
> To: vantage@yahoogroups .com
> Subject: [Vantage] Make to Order
>
>
>
> I am new to the system and need some help. I have created a quote,
> then created a sales order as well as method of manufacture for a
> part. I marked the part as a non stock item and clicked the make
> direct checkbox in the sales order release tab. That same tab shows
my
> job number that applies to that order on the bottom. Yet, when I got
> to the Job Entry screen and try to make a new demand link to make to
> order it will not let me. It clears all the fields under make to
order
> and creates a demand link under make to stock when I click Save.
Where
> did I go wrong?
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
>
> ------------ --------- --------- ------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You
must have
> already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report
Builder and
> Crystal Reports and other 'goodies', please goto:
> http://groups. yahoo.com/ group/vantage/ files/.
> (2) To search through old msg's goto:
> http://groups. yahoo.com/ group/vantage/ messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups. yahoo.com/ group/vantage/ linksYahoo! Groups Links
>


















[Non-text portions of this message have been removed]
The Order Job Wizard should work even if "Process MRP" is checked in
Part/Plant as long as the part is set as "Manufactured" in
Part/Plant, the sales order release is set as "Make Direct", and
there is an approved revision for the part. A method of
manufacturing may also be required.

Dave Thomas


--- In vantage@yahoogroups.com, Mark Wagner <mjfw2003@...> wrote:
>
> Make sure your parts are non-stock ( or override on the order) and
turn off process MRP
>
> --- On Thu, 9/18/08, homestyleindustries <homestyleindustries@...>
wrote:
>
> From: homestyleindustries <homestyleindustries@...>
> Subject: [Vantage] Re: Make to Order
> To: vantage@yahoogroups.com
> Date: Thursday, September 18, 2008, 4:11 PM
>
>
>
>
>
>
> I tried to use our order job wizard and nothing happens. I know
for a
> fact I have used it before. I think the better question is does
> anyone know what would cause the order job wizard to do nothing
when
> selected. I would rather use the order job wizard anyway.
>
> --- In vantage@yahoogroups .com, "Scott Litzau"
<scott.litzau@ ...>
> wrote:
> >
> > Or use Order Job Wizard at Sales Order Entry
> >
> > Scott Litzau, MCP
> > Olympus Flag & Banner
> > Information Systems Manager
> > scott.litzau@ ...
> > P: 414-365-9732
> > F: 414-355-1931
> >
> >
> > -----Original Message-----
> > From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com]
On
> Behalf Of
> > Manasa Reddy
> > Sent: Thursday, September 18, 2008 1:23 PM
> > To: vantage@yahoogroups .com
> > Subject: RE: [Vantage] Make to Order
> >
> > After you create the sales order and mark the make direct box,
then
> you
> > can do one of 2 things:
> >
> > 1) Go to Job Entry --> new job --> enter part number, and req
by,
> then
> > new demand link, make to order.
> >
> > or
> >
> > 2) Go to planning workbench and everything is done in there with
a
> > couple of clicks....
> >
> >
> >
> > M. Manasa Reddy
> > manasa@
> > P: 630-806-2000
> > F: 630-806-2001
> >
> >
> > ____________ _________ _________ __
> >
> > From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com]
On
> Behalf
> > Of homestyleindustries
> > Sent: Thursday, September 18, 2008 1:06 PM
> > To: vantage@yahoogroups .com
> > Subject: [Vantage] Make to Order
> >
> >
> >
> > I am new to the system and need some help. I have created a
quote,
> > then created a sales order as well as method of manufacture for
a
> > part. I marked the part as a non stock item and clicked the make
> > direct checkbox in the sales order release tab. That same tab
shows
> my
> > job number that applies to that order on the bottom. Yet, when I
got
> > to the Job Entry screen and try to make a new demand link to
make to
> > order it will not let me. It clears all the fields under make to
> order
> > and creates a demand link under make to stock when I click Save.
> Where
> > did I go wrong?
> >
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
> >
> > ------------ --------- --------- ------
> >
> > Useful links for the Yahoo!Groups Vantage Board are: ( Note: You
> must have
> > already linked your email address to a yahoo id to enable
access. )
> > (1) To access the Files Section of our Yahoo!Group for Report
> Builder and
> > Crystal Reports and other 'goodies', please goto:
> > http://groups. yahoo.com/ group/vantage/ files/.
> > (2) To search through old msg's goto:
> > http://groups. yahoo.com/ group/vantage/ messages
> > (3) To view links to Vendors that provide Vantage services goto:
> > http://groups. yahoo.com/ group/vantage/ linksYahoo! Groups Links
> >
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
Dave, it will work on a line by line basis but in reading the Help notes and doing some testing the select all lines will only work if Process MRP is turned off for those parts. If I am missing something let me know!

--- On Sat, 9/20/08, Dave Thomas <dthomas@...> wrote:

From: Dave Thomas <dthomas@...>
Subject: [Vantage] Re: Make to Order
To: vantage@yahoogroups.com
Date: Saturday, September 20, 2008, 12:25 PM






The Order Job Wizard should work even if "Process MRP" is checked in
Part/Plant as long as the part is set as "Manufactured" in
Part/Plant, the sales order release is set as "Make Direct", and
there is an approved revision for the part. A method of
manufacturing may also be required.

Dave Thomas

--- In vantage@yahoogroups .com, Mark Wagner <mjfw2003@.. .> wrote:
>
> Make sure your parts are non-stock ( or override on the order) and
turn off process MRP
>
> --- On Thu, 9/18/08, homestyleindustries <homestyleindustrie s@...>
wrote:
>
> From: homestyleindustries <homestyleindustrie s@...>
> Subject: [Vantage] Re: Make to Order
> To: vantage@yahoogroups .com
> Date: Thursday, September 18, 2008, 4:11 PM
>
>
>
>
>
>
> I tried to use our order job wizard and nothing happens. I know
for a
> fact I have used it before. I think the better question is does
> anyone know what would cause the order job wizard to do nothing
when
> selected. I would rather use the order job wizard anyway.
>
> --- In vantage@yahoogroups .com, "Scott Litzau"
<scott.litzau@ ...>
> wrote:
> >
> > Or use Order Job Wizard at Sales Order Entry
> >
> > Scott Litzau, MCP
> > Olympus Flag & Banner
> > Information Systems Manager
> > scott.litzau@ ...
> > P: 414-365-9732
> > F: 414-355-1931
> >
> >
> > -----Original Message-----
> > From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com]
On
> Behalf Of
> > Manasa Reddy
> > Sent: Thursday, September 18, 2008 1:23 PM
> > To: vantage@yahoogroups .com
> > Subject: RE: [Vantage] Make to Order
> >
> > After you create the sales order and mark the make direct box,
then
> you
> > can do one of 2 things:
> >
> > 1) Go to Job Entry --> new job --> enter part number, and req
by,
> then
> > new demand link, make to order.
> >
> > or
> >
> > 2) Go to planning workbench and everything is done in there with
a
> > couple of clicks....
> >
> >
> >
> > M. Manasa Reddy
> > manasa@
> > P: 630-806-2000
> > F: 630-806-2001
> >
> >
> > ____________ _________ _________ __
> >
> > From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com]
On
> Behalf
> > Of homestyleindustries
> > Sent: Thursday, September 18, 2008 1:06 PM
> > To: vantage@yahoogroups .com
> > Subject: [Vantage] Make to Order
> >
> >
> >
> > I am new to the system and need some help. I have created a
quote,
> > then created a sales order as well as method of manufacture for
a
> > part. I marked the part as a non stock item and clicked the make
> > direct checkbox in the sales order release tab. That same tab
shows
> my
> > job number that applies to that order on the bottom. Yet, when I
got
> > to the Job Entry screen and try to make a new demand link to
make to
> > order it will not let me. It clears all the fields under make to
> order
> > and creates a demand link under make to stock when I click Save.
> Where
> > did I go wrong?
> >
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
> >
> > ------------ --------- --------- ------
> >
> > Useful links for the Yahoo!Groups Vantage Board are: ( Note: You
> must have
> > already linked your email address to a yahoo id to enable
access. )
> > (1) To access the Files Section of our Yahoo!Group for Report
> Builder and
> > Crystal Reports and other 'goodies', please goto:
> > http://groups. yahoo.com/ group/vantage/ files/.
> > (2) To search through old msg's goto:
> > http://groups. yahoo.com/ group/vantage/ messages
> > (3) To view links to Vendors that provide Vantage services goto:
> > http://groups. yahoo.com/ group/vantage/ linksYahoo! Groups Links
> >
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>


















[Non-text portions of this message have been removed]
Aha!. That may explain our perceived behavioral differences versus what Dave reported (the ability to over-ride at the order line/release level to mark a stock part as Make Direct & have order job wizard create the job). All our stocked parts are set for MRP processing.

No VPN connection possibilities today to check if that is the issue on a test db... Will have to wait until Monday.

Rob

--- On Sat, 9/20/08, Mark Wagner <mjfw2003@...> wrote:
From: Mark Wagner <mjfw2003@...>
Subject: Re: [Vantage] Re: Make to Order
To: vantage@yahoogroups.com
Date: Saturday, September 20, 2008, 12:33 PM











Dave, it will work on a line by line basis but in reading the Help notes and doing some testing the select all lines will only work if Process MRP is turned off for those parts. If I am missing something let me know!



--- On Sat, 9/20/08, Dave Thomas <dthomas@compasys. com> wrote:



From: Dave Thomas <dthomas@compasys. com>

Subject: [Vantage] Re: Make to Order

To: vantage@yahoogroups .com

Date: Saturday, September 20, 2008, 12:25 PM



The Order Job Wizard should work even if "Process MRP" is checked in

Part/Plant as long as the part is set as "Manufactured" in

Part/Plant, the sales order release is set as "Make Direct", and

there is an approved revision for the part. A method of

manufacturing may also be required.



Dave Thomas



--- In vantage@yahoogroups .com, Mark Wagner <mjfw2003@.. .> wrote:

>

> Make sure your parts are non-stock ( or override on the order) and

turn off process MRP

>

> --- On Thu, 9/18/08, homestyleindustries <homestyleindustrie s@...>

wrote:

>

> From: homestyleindustries <homestyleindustrie s@...>

> Subject: [Vantage] Re: Make to Order

> To: vantage@yahoogroups .com

> Date: Thursday, September 18, 2008, 4:11 PM

>

>

>

>

>

>

> I tried to use our order job wizard and nothing happens. I know

for a

> fact I have used it before. I think the better question is does

> anyone know what would cause the order job wizard to do nothing

when

> selected. I would rather use the order job wizard anyway.

>

> --- In vantage@yahoogroups .com, "Scott Litzau"

<scott.litzau@ ...>

> wrote:

> >

> > Or use Order Job Wizard at Sales Order Entry

> >

> > Scott Litzau, MCP

> > Olympus Flag & Banner

> > Information Systems Manager

> > scott.litzau@ ...

> > P:

> > F:

> >

> >

> > -----Original Message-----

> > From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com]

On

> Behalf Of

> > Manasa Reddy

> > Sent: Thursday, September 18, 2008 1:23 PM

> > To: vantage@yahoogroups .com

> > Subject: RE: [Vantage] Make to Order

> >

> > After you create the sales order and mark the make direct box,

then

> you

> > can do one of 2 things:

> >

> > 1) Go to Job Entry --> new job --> enter part number, and req

by,

> then

> > new demand link, make to order.

> >

> > or

> >

> > 2) Go to planning workbench and everything is done in there with

a

> > couple of clicks....

> >

> >

> >

> > M. Manasa Reddy

> > manasa@

> > P:

> > F:

> >

> >

> > ____________ _________ _________ __

> >

> > From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com]

On

> Behalf

> > Of homestyleindustries

> > Sent: Thursday, September 18, 2008 1:06 PM

> > To: vantage@yahoogroups .com

> > Subject: [Vantage] Make to Order

> >

> >

> >

> > I am new to the system and need some help. I have created a

quote,

> > then created a sales order as well as method of manufacture for

a

> > part. I marked the part as a non stock item and clicked the make

> > direct checkbox in the sales order release tab. That same tab

shows

> my

> > job number that applies to that order on the bottom. Yet, when I

got

> > to the Job Entry screen and try to make a new demand link to

make to

> > order it will not let me. It clears all the fields under make to

> order

> > and creates a demand link under make to stock when I click Save.

> Where

> > did I go wrong?

> >

> >

> >

> >

> >

> >

> > [Non-text portions of this message have been removed]

> >

> >

> > ------------ --------- --------- ------

> >

> > Useful links for the Yahoo!Groups Vantage Board are: ( Note: You

> must have

> > already linked your email address to a yahoo id to enable

access. )

> > (1) To access the Files Section of our Yahoo!Group for Report

> Builder and

> > Crystal Reports and other 'goodies', please goto:

> > http://groups. yahoo.com/ group/vantage/ files/.

> > (2) To search through old msg's goto:

> > http://groups. yahoo.com/ group/vantage/ messages

> > (3) To view links to Vendors that provide Vantage services goto:

> > http://groups. yahoo.com/ group/vantage/ linksYahoo! Groups Links

> >

>

>

>

>

>

>

>

>

>

>

>

>

>

>

>

>

>

>

> [Non-text portions of this message have been removed]

>



[Non-text portions of this message have been removed]
We've never experienced the 'Ship All' function (any any version) working in a way that fits our process. I seem to recall something similar to what you describe happening on a much earlier version.

What we found is that a lot of data isn't actually pulled over and populated in the pack line table. Little 'unimportant' things like Ship Date among others :(


We haven't even bothered checking 405a as we mainly do a lot of single line/release shipments so our process is designed around single selects and entry into pack out.

Curious to hear if you make any break-throughs Mark as we'll likely be looking at this process again in the next few months to see if any process improvements can be made since upgrading.

Rob

--- On Sat, 9/20/08, Mark Wagner <mjfw2003@...> wrote:
From: Mark Wagner <mjfw2003@...>
Subject: Re: [Vantage] Re: Make to Order
To: vantage@yahoogroups.com
Date: Saturday, September 20, 2008, 7:57 AM











While we're on the Order Wizard, I have a setup that I can't figure our what I'm missing. I have set all top assemblies to non-stock and MRP=false to be able to run the job order wizard select all as we have sales order lines with 100's of non stock parts on them. My problem is when I go to ship them using mass shipment and say "ship all" I get a message saying that "Job Number Can Not Be Populated if Job Ship Quantity is Zero" I can see the From Mfg Job populated so I would expect it to use the order amount. The only thing I can think of is that the order release quantity is not used on the order wizard so its not seeing the quantity for the job? Any thoughts?



--- On Fri, 9/19/08, Robert Brown <robertb_versa@ yahoo.com> wrote:



From: Robert Brown <robertb_versa@ yahoo.com>

Subject: Re: [Vantage] Re: Make to Order

To: vantage@yahoogroups .com

Date: Friday, September 19, 2008, 3:37 PM



Hmmm. I just tried it in a 405a test db and got the behavior I described... Might be something in company configuration resulting in the difference in behavior. (What that might be though - I have no idea.)

Â

We're also pretty heavily customized so perhaps some aspect of a customization is having some unintended side effect. (I should test with the base app.)

Â

Our Non-stock fab parts are also always phantoms... Can't see why that would matter but perhaps someone else out there might have a light bulb go on.

Â

Thanks for the tip Dave... It might help out down the road.

Â

Rob



--- On Fri, 9/19/08, Dave Thomas <dthomas@compasys. com> wrote:



From: Dave Thomas <dthomas@compasys. com>

Subject: [Vantage] Re: Make to Order

To: vantage@yahoogroups .com

Date: Friday, September 19, 2008, 1:04 PM



Just ran a quick test in 405A. The order job wizard is available to

create a job for a stock part with "make direct" checked on the

release sheet of the sales order (Override). I am sure I have done

the same thing in some previous service pack/patch levels.



Dave Thomas



--- In vantage@yahoogroups .com, Robert Brown <robertb_versa@ ...>

wrote:

>

> Without intervention, Order Job Wizard only will create a

fulfillment job linked to your sale order line release IF the part

is non-stock.

>

> You can uncheck the order/line/release make direct checkbox to

allow shipping of a non-stock part from a warehouse bin (perhaps you

are configure to order and someone just happened to order the same

configuration another customer returned to you on an RMA).

>

> Last I looked, it doesn't work the other way:

>

> I haven't tested it in 405a, but in 403 and earlier, simply

checking the make direct checkbox on a sales order/line/release for

a part that is set up as stocked DID NOT enable Order Job Wizard to

create a linked job.

>

> It seems the application must have Make direct = true and

Part.NonStock= false (and no existing linked job in place) in order

for order job wizard to do its thing.

>

> I wouldn't get nuts over any warehouse bin references either as

they typically are references to where the WIP cost is being held

(and not necessarily a 'real' physical location you can touch)...

>

> They are usually just cost buckets that would have been better

named something else by Epicor as 'warehouse bin' confuses people

into thinking it is a real physical location and not the ethereal

cost accumulation & staging buckets that they really are.

>

> The only warehouse bin ref's to be concerned with are on the Job

header Make to Stock tab. If a qty is entered here with a warehouse

& bin, that is where you intend the job receipt to go into inventory

(whether the part is set up as NonStock - true or false).

>

> Put you part number into Job Manager. That will reveal any

existing order line release links to jobs that might have snuck by

your view (and caused a rerun over Order Job Wizard to fail).

>

> From THIS application, you CAN create a job for a stocked part and

link it to a sales order line release demand requirement ...I'm not

even sure you have to check the order line release you want to link

the job to so that it is a make-direct release. (This app doesn't

seem to care.)

>

> Rob Brown

>

>

> --- On Thu, 9/18/08, homestyleindustries <homestyleindustrie s@...>

wrote:

> From: homestyleindustries <homestyleindustrie s@...>

> Subject: [Vantage] Re: Make to Order

> To: vantage@yahoogroups .com

> Date: Thursday, September 18, 2008, 4:23 PM

>

>

>

>

>

>

>

>

>

>

>

> There is a link but it still wants to put the job into

stock. I just

>

> checked the job entry screen and under the job details ->

Assemblies -

>

> > Assembly tab it has a check box for make direct that is

unchecked

>

> but it is grayed out. I deleted the job and tried to do it over

but

>

> this information is automatically populated from something else,

but I

>

> can't figure out what.

>

>

>

> --- In vantage@yahoogroups .com, <sarah.vareschi@ ...> wrote:

>

> >

>

> > Forgive me if I am missing something... but you said on your

Order

>

> > release it shows the job#? It seems then that your Order Demand

is

>

> > already linked to your job, no?

>

> >

>

> >

>

> > -----Original Message-----

>

> > From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com]

On

>

> Behalf

>

> > Of homestyleindustries

>

> > Sent: Thursday, September 18, 2008 2:06 PM

>

> > To: vantage@yahoogroups .com

>

> > Subject: [Vantage] Make to Order

>

> >

>

> > I am new to the system and need some help. I have created a

quote,

>

> > then created a sales order as well as method of manufacture for

a

>

> > part. I marked the part as a non stock item and clicked the

make

>

> > direct checkbox in the sales order release tab. That same tab

shows

>

> my

>

> > job number that applies to that order on the bottom. Yet, when

I

>

> got

>

> > to the Job Entry screen and try to make a new demand link to

make to

>

> > order it will not let me. It clears all the fields under make

to

>

> order

>

> > and creates a demand link under make to stock when I click

Save.

>

> Where

>

> > did I go wrong?

>

> >

>

> >

>

> > ------------ --------- --------- ------

>

> >

>

> > Useful links for the Yahoo!Groups Vantage Board are: ( Note:

You

>

> must

>

> > have already linked your email address to a yahoo id to enable

>

> access. )

>

> > (1) To access the Files Section of our Yahoo!Group for Report

>

> Builder

>

> > and Crystal Reports and other 'goodies', please goto:

>

> > http://groups. yahoo.com/ group/vantage/ files/.

>

> > (2) To search through old msg's goto:

>

> > http://groups. yahoo.com/ group/vantage/ messages

>

> > (3) To view links to Vendors that provide Vantage services goto:

>

> > http://groups. yahoo.com/ group/vantage/ linksYahoo! Groups Links

>

> >

>

> >

>

> >

>

> > <DIV><font size="1.5" face="Bookman Old

>

> Style">_____ _________ _________ _________ _________ _________

________

>

> ____________ _________ _________ _________ _________ ___

>

> >

>

> > This email may contain material that is confidential, privileged

>

> and/or attorney work product for the sole use of the intended

>

> recipient. Any review, reliance or distribution by others or

>

> forwarding without express permission is strictly prohibited. If

you

>

> are not the intended recipient, please contact the sender and

delete

>

> all copies.

>

> >

>

> ____________ _________ _________ _________ _________ _________ _

>

> ____________ _________ _________ _________ _____<DIV> <FONT>

>

> >

>



[Non-text portions of this message have been removed]



[Non-text portions of this message have been removed]
We have never used make to order, always just make to stock, receive in to stock, then ship out of stock.
With make to stock, last operation requests a material move, forklift comes, drives it to warehouse, puts on the shelf and does job receipt.
Easy.

But with make to order, how is this supposed to work?

We don't literally pull the truck up to the last job operation and ship the product from right there.
The quantity will be moved to a shipping area, we might not even ship the whole order until a couple days, that's common.

Meantime, what do you do with the make to order parts, in terms of in the system? They still show as WIP until you ship them, but you might not be shipping for days?
And anyone looking for the parts in the system will be looking for them at the final operation, they won't know which Shipping dock they're at, or which of the many bins at the dock.

Epicor suggesting doing job receipt to inventory, and yes, you sure can, but AMAZINGLY this doesn't do anything to WIP nor does it even register as part of the make to order quantity.
It just adds parts to inventory off of that job... I cannot believe that is not a "bug". I can see that you'd allow completed quantity greater than job quantity - when you're stamping thousands of parts, you're bound to make a couple extra, but receive more in to inventory than the job shows as a completed quantity??? why the @#$*(& would you ever do that?

The help desk of Epicor is suggesting you go in to the job, change the quantity to make to stock, then receive in to stock, then ship from stock at the time you're ready.
This seems nuts, as I'd have to go change the Order to remove the demand, then change the job's Make to Order, get rid of it, and do make to stock.


Sorry for the ranting, any advice on how this works? if I'm going about it all the wrong way?

Thank you