Hi,
In need of some insight on an issue.
When creating job from planning workbench, Epicor is adding the default demand in job as “Make to Order”.
Is there some configuration from where we can set the default demand as required (make to stock).
Any setting on part level or anywhere else. (standard options other than deleting and recreating the required demand type)
Thanks
The purpose of the Planning Workbench is to evaluate existing demand for parts in your system, whether it be from Sales Orders or other Jobs, and help you create Jobs to satisfy those demands. In this case the demand for this part came from Sales Order 7, Line 1, Release 1.
If you look at that Sales Order release, it likely has the ‘Make Direct’ option flagged on it, which means that Sales Order release is requesting that Qty 10 of this part be produced specifically for that Sales Order.
Yes, the release is marked as make-direct because I want to create the jobs from planning workbench. If we do not mark the release as make-direct then the SO releases will not appear in planning workbench. But the issue is when the job is created, the demand link is make to order and then the customer shipment does not allow shipping from the inventory stock. Therefore I was hoping for some standard solution for this issue.
I think if you set the SO as make-direct, you have to ship it from the job if it has been converted from Unfirm to Firm.
We’ve had SOs where a job was at Unfirm…and deletion of the job then allowed the SO release to pick/ship from inventory stock. Most common circumstance has been with a quote converted to a sales order.
Actually I am look for a more flexible scenario. Like we can ship from job and inventory both on the same order release. Any idea on this ? Thanks
Although you probably can (in that Epicor will not generate an error message), it will more than likely mess up your costing. The order release determines the ship-from-job or ship-from-stock flow, and you mess with that at your peril.
Set it up and test it out, then follow how the COGS flows work. Make sure your finance folks are okay with the result.
I doubt you can ship from both job and inventory on the same release …but you might be able to do it on the same order line…release 1 tied to a make-direct job, release 2 from inventory.
@ernie is right though - costing and flow could be problematic.
