Part number under development

[pilio.lee]

Hello everyone,

We have a part number under development. This part number has been created, but should not be used for production or sales purposes.
How do you usually generate part numbers in these cases? I believe there will be some settings in the part maintenance.
Thanks in advance!

[Doug.C (Doug Crabtree)]

We usually use our testing environment to test things like this to make sure it’s all good to go and ready to be uploaded via DMT when the product is released.

You could mark it as not saleable (Kinetic UX only), and don’t have any approved revisions to ensure jobs/sales orders aren’t allowed.

[jgreenaway (Jeff Greenaway)]

If I understand the need correctly, you can check the Inactive checkbox in Part Entry. Make it active once it is ready.

[pilio.lee]

Our subsystem only takes the active part number, which is a problem. It’s active, but we need to configure it to block subsequent processes.

[chaddb (Chadd Blanchard)]

We would do it in another environment like @Doug.C said. Then when it’s all good move it to prod.

[pilio.lee]

Unfortunately, we would like to proceed to the quotation stage with Epicor before development is complete.

[Melmoy (Melinda Moyle)]

We use the part hold to stop it being sold and we don’t approve the REV until it’s allowed to be manufactured

[chaddb (Chadd Blanchard)]

You could always add a UD field and BPM/function to prevent it from being sold until it’s ready.
In Kinetic there is the new saleable flag.

Epicor Ideas POLL: New Feature question for new SALEABLE flag on parts

In our roadmap for 2024.1 we are adding a new field to the Part table called “saleable”. This field allows users to define if a part is allowed to be sold to customers (Yes… there are some companies that have parts that are for internal use only, and not saleable). This is part of Epicor Idea called KNTC-I-3148: Create new Saleable field in the Part table (please vote if this is something you appreciate/want). The feature has THREE options at the part level: Saleable Not saleabl…

[pilio.lee]

Great. That’s the simplest way.

[timshuwy (Tim Shoemaker)]

Note that the above ideas are all great… but there are a few other things that can be done.

• we have a Web Saleable flag… it can be turned off so that it cannot be sold
• A few versions back we also added a “Saleable” flag that interacts with the sales system, making the part not able to be used in a sales order. This could also be set on the part
• about 6-7 years ago, i had a customer who asked to create a customization for “prototype Jobs” from the engineering workbench… you see the problem is that if you want to create a prototype job from a revision currently checked out, you had to check it in first… once checked in, if you forget to check it out again, it is “active”. - SOOO… I created a button on the Engineering workbench Part Revision that did the following steps:

1. Approved the revision
2. Checked it in
3. Created a job (for the quantity specified and due date via a BPM Form question)
4. Got details into the job
5. unapproved and checked out the part to the original ECO Group.

NOTE i just created Idea Create Prototype Job Directly from Engineering Workbench (Without Check-In/Out Workaround) for this if you are interested.

[Mark_Wonsil]

You can also use Opportunity/Quote to engineer the part on the quote. Once the quote is won, you mark the method as a template, then enter the PartRev and then do a Get Details against the quote.