Hello,
We sent out parts to be pinned and at the operation level of job entry “auto recieve” was not checked. So the parts are not in Epicor. How do I fix this so the part go to this job without messing with the costing of the job? I did try to go into the Job and check it but it gives me this error message:
You can use Job Receipt to Inventory to enter the parts into inventory.
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Did you send these parts out using a Subcontract PO?
If so, did you then receive them back in Receipt Entry against that PO?
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Yes we did when we recieve them they go into inspection. Once they approved them it didn’t go into inventory or to job due to the auto recieve not being checked.
Ref KB Article KB0137803 - Subcontract Operation Complete Process Step-by-Step
Per this article:
"You must process the whole quantity [in inspection], partial inspection is not an option, so you either pass or fail the quantity…
In this scenario, the whole quantity is good.
Enter the total quantity on the Passed Qty field.
NOTE: The “Issued Complete” check box will be automatically selected only when the Received quantity is the same or greater than the required quantity, but when you work with partial receipts and nothing else will be received, you must manually select it, to have the operation or material listed as Complete."
To me, the bold text above may be the culprit. You sent out a qty of 12,628. You received back 8,400. You passed 8,400 in inspection… but I’m assuming the “Issued Complete” check box was NOT checked because you still have a qty of 4,228 outstanding.
Perhaps the “completed qty” on the job doesn’t update with partial receipts??
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shoot we sent them the whole quantity, but we needed a partial to ship to our customer ASAP. Do you think i can update the PO and put two lines with the same job #? Or is it too late UGH How am i going to fix this? any ideas?
Well… I’m not sure how far back you can go now that there have been so many transactions against the various records. Putting parts into inspection is generally a road block from doing anything retroactively on the receipt level, let alone the PO.
I would say multiple releases on the PO may have enabled you to perhaps receive back one expedited release? But hind-sight is 20/20 and all that jazz.
Something worth testing in your PILOT system if this is a common occurrence.
At this point… I’m not sure if this would work… but could you potentially change the subcontract operation required quantity to 8,400? It may not let you do that (again, since its already been transacted against).
You could just make a bunch of notes on the job (for record keeping purposes) and add another receipt and inspection in the system for the balance (even though they didn’t physically happen yet). Epicor would THINK you’ve received them all back but, in reality, you’d have to know when the balance of the parts actually DO show up from the vendor that they should NOT go through Epicor’s receipt and inspection process. You can still manually do the inspection, just not in Epicor.
You don’t have an inspection operation on the job, so you’re not looking for employee time/cost to get added to the job there anyway.
That would at least allow you to customer ship and invoice a partial quantity, which, I’m assuming is the goal here. Right?
Unfortunately, I don’t have a solid answer… just lobbing suggestions. I’d hate to recommend an action that may make more of a mess for you. Depends on how well your organization to go off-script.
And this is all ASSUMING that KB article is pointing us towards the actual issue (partial receipt of a subcontract op). Not even 100% on that, to be honest… but that was the closest thing I could find that looks like your situation.
Was the subcontract operation the final operation on the job? When the parts pass inspection aren’t they just put right into inventory?
It was not checked either. I am assuming it did not go into inventory because the auto receive wasn’t checked on the job entry screen
In this job receipt screenshot, I can’t see how much you are trying to receive but the message is just a warning, not an error, you should still be able to receive it.