I am working up a process flow for one of our processes. We outsource custom work to a partner vendor for large items that are each custom. I was proposing that we use a Purchase Direct line item and use an RFQ to inform the purchasing team to get a quote for this item so that we can accurately quote this to the customer. This is a basic drop ship purchase direct situation.
I can see where I can mark a material item in Quote Line Engineering as requiring an RFQ, but not on Purchase Direct line items. Unless I am missing something.
I am trying to avoid building a MoM as to my knowledge that would require us to have at least one Operation in the MoM to complete the Job this will generate once it is converted to a Sales Order. Maybe my understanding on this is incorrect as well.
Can a user create a Part on the Fly purchased part as a line item on a quote or Sales Order? I can’t seem to find that as an option, it appears that any “Part on the Fly” is considered a Manufactured part. Am I correct in assuming that?
My guess is… on the quote level, it doesn’t really matter??? You’re telling your customer I’ll give you Part XYZ for $XXX. period. That’s all that matters.
Once it becomes a sales order, you then need to make the decision on how you’re handling it… make it, or buy it.
Just today I saw that on the Release Line. We were having a discussion about drop shipping purchased items directly to the customer.
The specific product we are most focused on with this is Exterior Signage made by a partner of ours in another state. These items are large and don’t need to come to our site before being delivered to the customer.
I originally was adding purchased items to Quote Line Engineering marked as needing an RFQ, so that purchasing would see this on their buyers workbench and fill in details for Sales to then update the line item price to the customer. Of course this seems to mean the line item is Manufactured and we would require at least one operation in order to close any Jobs created once the Quote is converted to a Sales Order.
Once it becomes a sales order, you then need to make the decision on how you’re handling it… make it, or buy it.
Interesting assumption and contradictory to how we perceive Epicor to function.
We are under the assumption we need to have the MoM in place prior to Sales Order as we can’t seem to see the MoM on Sales Order line items let alone change them. We will have MRP run nightly to create Jobs from Manufactured line items on Sales Orders.
Currently I am considering the Quote as-is with the purchased material in the MoM, then having someone modify the line to “Buy To Order” with the “Drop Ship” checked manually after the Sales Order is created, maybe even automate it with a BPM that looks for a specific Product Group. Thoughts?
