Sometimes there are parts that the “Make Direct” check box won’t be selected automatically when added to a sales order. Looking at the part settings, everything seems to be identical to similar part. What really triggers Epicor to select it when adding the part to a Sales order?
The part was created with an approved method containing at least one operation and maybe material sometimes.
Thanks!!
Here’s the field-level help from Sales Order Tracker (and SO Entry)…gives you the option of pulling from stock OR doing a job run specifically to cover the release.
When selected, this check box indicates that this release quantity will be manufactured instead of being pulled from inventory. All order releases that use this option are displayed as new orders in the Job Entry program.If the part does not exist in the part master file, this check box is automatically selected. It also is automatically selected if the part is a Non-Stock part.Purchased parts and stocked parts will not use the Make Direct option. If a part is a Stocked part, the part’s Warehouse is displayed – indicating that this part quantity will be shipped from inventory. Some releases that are marked Make Direct may have a warehouse selected as well. This is because the order release is linked to a job that will have a portion of its quantity pulled from a warehouse.The Job Manager program displays the relationship between an order release and a job. To see the supply links associated with a make direct order release, look at the Supply sheet displayed within this program. If the job takes some of its quantity from a warehouse, a pull quantity is displayed and the order release displays the warehouse from where the quantity will be pulled. For more information, read the Job Manager topics.
Thank you but part of my problem is that the part is non-stock and still the make-direct checkbox is not automatically selected. it is a weird and unstable behavior. Some parts will work well and others, for some reason, with all the same checkboxes selected, similar operations & material will not be checked automatically.
So I am checking with the community if somebody encountered that issue and what was the bug. It’s probably a 12inch from the monitor issue lol but trying to figure it out and I can’t find what’s different.
Are you checking the site tab for the non-stock status? The order will look at the part plant data to determine if it’s make direct or not even though there is a non stock flag on the part master.
As a FYI the part master flag is the default for new sites.
Good catch…I didn’t think of the site/plant-level settings on the part.
Yup, that too, setup like the other parts. I tried a few things with the QTY bearing checkbox and backflush as well, no default bin, added a backflush bin
Here are screenshots, maybe you can catch something I don’t.
Do you have more than one site?
Is the Buy To Order box checked on the SO that part is set up as Purchased.
Did not drink enough coffee… one of the first box I setup everytime lol… Now I know what I forgot here an there.
Tested and works now. Thank you!!
