Open Job Load via DMT Question

Kinetic ERP
1

We are loading Open Jobs into Kinetic via DMT and I have a question on the order quantity.

Do we just bring over the balance quantity still left on the job as the new order quantity in Kinetic, or is there a way to bring over the original quantity with the completed quantity and have DMT calculate the remaining balance for the order. Any insight on how this should be done would be much appreciated. Thanks, Mark

2

During an implementation, typically the Sales Orders in the new system will reflect ONLY items yet to be shipped… e.g. if a line had an original line quantity of 10 (whether on one release or multiple releases), and 7 have been shipped, the sales order line in the new system will show 3 (with corresponding releases if necessary). How you handle the job for this sales order can vary (mostly due to how your job costing works), but TYPICALLY the job will be opened in the new system for the original quantity, and then (via DMT) it is set for quantity completed, quantities received/shipped, etc.

The more complex your methods are (subassembly-wise) the more complex the process. Migrating open WIP is almost invariably a challenge.

And there are all kinds of exceptions to both of these. It’s almost a matter of which way is less wrong for what you need to do.

3

DMT-ing open jobs is a long process. Below are some notes on what I did during our Go-Live.

One critical point to determine is how you’re going to handle existing costs already on the job. Once the jobs are loaded, you can DMT Job Labor Adjustment, Job Material Adjustments, and Job Subcontract Adjustments… OR… more simplified if you don’t NEED all that broken out… is to just lump all existing costs into one bucket.

This is what we did.

We created a fictious employee named “CutOver” (employee number 9999). We also created a fictitious operation called “Cutover”. We added an operation sequence (999) to all cut-over jobs… we DMT’d one Labor Adjust against each job, against OprSeq 999 using Employee 9999 for 0.1 labor hours… and a LaborCost of whatever the actual cost total we had against the job in our legacy system.

So… all the costs transferred over, but going this route means even legacy Materials costs get lumped into “Labor”. This was the easiest way to get all active costs into Epicor… and if we needed to get the details of those, we would query our old system.

Anyway… you need to figure out how you want to handle open job existing costs… this dictates how you approach all your DMT templates.

Again, DMTing open jobs is a step by step process. I did the below DMTs in sequence:

  • SalesOrder Headers
  • SalesOrder Lines
  • JobHead (initial - Engineered & Released flags set to false)
  • JobProd (to link the job headers to the corresponding orders/lines)
  • JobAssy
  • JobMatl
  • JobOpr
  • JobOpr (again, just to append my CutOver operation discussed above to all jobs)
  • JobHead again (updating Engineered & Released flags to true)
  • Job Labor Adjustment (to apply existing costs as labor).

(You could even add Quote and QuoteDtl DMTs to the beginning of the list if you wanted… but we didn’t worry about that step.)

I did all of the above for Sales Order related jobs.

I then had another full set of DMTs for “Stock Jobs”… which didn’t have orders. For these I didn’t have Sales Order related DMTs… and different columns in my JobProd DMT.

I know this doesn’t answer your original question… cause… to be honest, i can’t remember what we did. But I thought the above notes may be helpful.

4

Thanks Ernie, I appreciate your feedback on this one.

Mark

5

Hi David,

This is helpful, thanks for your feedback on the this.

Mark