Time and Expense Entry - Sub Drop Down for Scrap Reason Code

Epicor ERP 10
1

My company has just revised their scrap reason codes and they have asked if its possible to have a second drop down with sub-reasons based on the first reason selected? For example, If i chose the scrap reason, Bad Part, a second drop down would be visible with the options for a more specific Bad Part scrap reason. But if i chose a different primary scrap reason, the secondary would be related to that specific primary scrap reason. I have attached an example below. Thanks is advance for the help!

image

2

Reason codes use GL Controls. So you’re just looking to add detail to the record, not actually change anything the “parent” reason code does, correct?

What do you plan to do with this info? In other words, how easy does it need to be accessed?

3

correct! this request is just to get a more accurate account of the scrap that runs through our foundry. Better cost analysis, trends, general metrics that the engineering, accounting, and other admins wish to see.

i already have a dashboard created that pulls anything that reports scrap. Being able to see how often a scrap reason (+secondary) appears can help identify if the problems appear at the same process each time or if there is another variable we need to consider.

My vision for the dashboard would have an additional column next to Scrap reason labeled “Sub-Scrap Reason” and would be filled with whatever the operator chose depending on the primary reason; or blank if its not applicable.

4

So you’d need to:

  1. Add a UD field to the table that holds these T&E entries.
  2. Make a User Code Type for each of your Scrap Reasons
  3. Add User Codes to those types for your sub-reasons.
  4. Customize the T&E Entry screen, adding a combo that is bound to the UD field from step 1, and driven from the Reason Code control.

Numbers 1-3 are fairly easy. #4 might need some coding.