Is there a way in Epicor to easily rearrange operations on an open traveler? For example, if I wanted to swap OP50 with OP20 so that OP50 now becomes OP20, and vice versa?
easily? no. At least I don’t think so.
You can add a duplicate ops and then re-sequence them, but you need to remove the job from the schedule to re-sequence.
So if OP50 is “Paint” and OP 20 is “Bend”. then you would make another “Paint” for OP15 and another “Bend” for op45. Delete Op20 and Op50, then re-sequence and it should change OP15> Op20 and OP45> OP50.
You can also export to excel, change the operation numbers. Delete all of the operations on the job. Paste back in.
I don’t think you’ll be able to do this if there are any transactions against the operation, whether it be material or labor.
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I don’t have much to add beyond @cpilinko. Think about what business problem you are trying to solve, and give us a bit more information. Why do you need to rearrange operations? Is it necessary that the operations maintain the same sequence IDs?
You can resequence your Bill of Operations in the Engineering workbench, but not in jobs. There’s a reason for it, as various transactions are written to different tables, and the OprSeq is a key field linking the records. Changing the record on the JobOper or JobOpDtl tables could result in all kinds of orphaned records throughout Epicor; which is why it’s not doable. If a job has not had any transactions against it, then you can delete all of your materials and operations, and perform a “Get Details” or you can delete and recreate the job from scratch. But too many records are attached via the OprSeq. Thus you can’t even delete an operation if a material is assigned to it. First you have to detach the material before you can even delete an operation.
If material or labor transactions have occurred, then you’re locked in altogether.
There are 10 different Epicor tables that all use OprSeq as a key field just for the job itself; excluding your LaborDtl records and PartTran records.
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If all you are concerned about is the Job Traveler report, you could always just modify the report to swap them around. Otherwise you could do the modification at the Engineering Workbench level so that all future jobs are created correctly, or at the quote level for existing quotes that have not been put into production yet.