Hey guys, got a weird situation for everyone.
We completed a job a year ago or so that is basically a kit that contains a bunch of different parts. A situation came up where we needed to use one of those parts in the kit on a different job right away. However, since the job has been closed for so long we can’t reopen it and return those materials to issue to the new job.
I know this is messy, I’m curious what people think about it.
You will have to provide more context around this situation. Did a Customer return the part? Is the part sitting in Inventory? Is the part a Sales Kit?
This has been a frequent ask here on the forum with various solutions proposed. There is also an Epicor Idea for it for you want to vote for it.
Ability to disassemble a finished part to put materials back into Inventory| Epicor Kinetic Ideas (aha.io)
“We can’t” meaning… accounting says no?
Because, I think it’s possible…
Really? I have a job that’s been closed for about 10 months, and when I open the entry I don’t see any option to reopen the job to start working in it. What am I missing here?
Job Closing is what closes or re-opens a job.
Ditto if you want to complete or un-complete it.
So, you know, there’s a lot to say there if you are not immersed in finance.
The basic idea is:
- Make a job
- Issue material to it
- Report a quantity somehow (Time [and Expense] Entry or Job Adjustment)
- Receive job to inventory (or to another job or ship it… or doing nothing is an option, too if the job crashed and burned)
- Complete the job in Job Closing (if not auto-completed)
- Close the job in Job Closing (if not auto-closed)
- Run Capture COS/WIP
a. Money does all sorts of magic
- Oh crud, we need to return stuff
- Un-complete and un-close the job
- Return the stuff
- Re-complete and re-close
a. The close date you choose might matter here
- Run capture COS/WIP
a. More money magic
The point there is that at 12a, there will a bunch of monetary activity that could raise an eyebrow. It might even hit in a previous period.
Point is, you might test this first…
Thank you! I can’t believe I missed the other screen that opens and closes jobs.