Part Revision control

Can anyone please clarify that in a make to stock environment MRP and Inventory treat all revsions as the same.
eg Sales Order = Rev B but the latest approved Rev is A - MRP will create a Job for A.
eg We have 2 Jobs for the same Part - Rev A & Rev B - when both complete and are received to inventory Epicor does not differentiate the revisions and again MRP will not differentiate the revisions.

This has always been my understanding but recently I stumbled across an article on ‘Track Inventory by Revision’.
https://erphelp113200.zendesk.com/hc/en-us/articles/31759254899213-Track-Inventory-by-Revision-Overview

Having read this article I think this only applies to Make-To-Order - can anyone clarify?

Kind regards,

Roberto.

Track Inventory By Revision is part of a module, maybe Advanced Printing and Routing. If you have the module, then you can turn on inventory by revision in Part Entry.

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@nateS I believe that is standard for everyone now.

@rppmorris , you are generally correct. The one thing to note is what you described is what happens if Use Part Rev = true. If that field is false on a part, MRP will create the supply based on the demand source.

The Track Inventory By Revision functionality is for all parts; make to stock, order, and job.

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Cool! It really should be built in for everyone if it isn’t already.

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Very interesting.

In the Engineering Workbench.
To create the bill of material we are unable to enter a Revision.

Therefore, all the settings described in this post can only apply to the top level.

TopLevel = ABC
Subassembly = ABC_Sub1
eg. ABC = Rev A - ABC_Sub1 = Rev A
eg. ABC = Rev B - ABC_Sub1 = Rev B

When a Sales Order for ABC is created at Rev B - there is no setting that would trigger MRP to create a Job for ABC = Rev B and ABC_Sub1 = Rev B.

Does everyone agree?

Do you mean for a Subassembly? Just want to make sure.

If you want to assign revisions to subassemblies in your method, I believe you have to turn on Track Inventory by Revision. Not 100%, but believe that is what will allow you to select the revision on methods.

Actually, your assumption is a little off too. There are a couple of things that would trigger MRP to select Rev B.

First, if Rev A is not approved, MRP will always select Rev B.

Second, if both revs are approved, the system will use the effective date to determine which method to choose. If the effective date for A is 1/1/2025 and the effective date for B is 1/1/2026, the system should select A until the demand for the subassembly has a date 1/1/2026 or later and then it should select B. It has been a while since I tested this, so I could be wrong. I would do your own testing to make sure.

Hi @jkane - thanks for the replies.

I agree with everything you have said.

If you stick with my crude example and assume all revisions are approved and the approval dates are all equal.

TopLevel = ABC
Subassembly = ABC_Sub1
eg.
Parent - ABC = Rev A - Approved 01/01/2025
Subassy - ABC_Sub1 = Rev A - Approved 01/01/2025
eg.
Parent - ABC = Rev B - Approved 01/01/2025
Subassy - ABC_Sub1 = Rev B - Approved 01/01/2025

When a Sales Order for ABC is created at Rev B - there is no setting that would trigger MRP to create a Job for ABC = Rev B and ABC_Sub1 = Rev B.

Do you agree with this scenario now - eg Epicor does not have this functionality because we cannot select a Revision in the Engineering Workbench.

Whilst i am not 100% sure i agree with you, in any manufacturing business you are always going to need a little bit of manual input. You also have to remember that when MRP runs, it only creates suggestions, purchase or manufacture, based on the data it knows. Someone still has to ‘Firm-Up’ those suggestions OR ignore/change/delete them.

Yes, I definitely agree with that. The only thing I would hesitate to say is which rev it would select. When everything is equal, I am not sure how Epicor determines the one to select. Just thinking out loud, what if B was created first and then A was created? Not sure what would happen there, I would assume A, but can’t say for sure.

Not using Track Inventory by Revision makes this true. Here is a video of a Part that has Track Inventory by Revision as true and has multiple revs. You can see in the tree that when rev 0 is selected (which does not have a method) the details disappear.

Edit: This recording is from Engineering Workbench

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Thanks @jkane.

I’m going to test this now to see if I can get Epicor to honour Revisions within a multilevel bill of materials.

I’ll test and post results.

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Thanks for posting and continuing to add to the wealth of knowledge-base threads on here. Excited to see what you find.

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I’m starting the testing today but I’ve hit a snag.

Screenshot from @timshuwy presentation:

Screenshot from my client:

Track Inventory by Revision is not available.
My version is Kinetic 2024.2.9

Did you try the browser?

Is yours the base layer?

Do you have personalizations?

I believe that this requires a special license. Contact your CAM for more information.

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If I remember correctly, this functionality was implemented in Kinetic only and was not backwards compatible to the client.

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Hi @Mark_Wonsil,

Yes - the screenshot is from the browser and base layer with no personalizations.

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Hi @timshuwy,

Many thanks for clarifying.

Hi All,

My attempts to test have failed.

Epicor want £4,514.12 for this enhancement.

What is galling is the number of ERP reference visits I have done and continue to do, largely promoting Epicor.

I know of at least 6 reference visits that turned into almost immediate sales but that is only in the last few years because my memory over the 15 years using Epicor isn’t perfect.

The latest Epicor reference visit was yesterday, I spent 6 hours with a Company that has recently gone live and were looking for some support.

Probably the most disappointing element - I absolutely expected 1) that this enhancement would come with a cost and 2) to be treated this way.

My experience with Epicor in the UK in terms of vision and strategy, get a PO.

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