"Work Order" Feature in Epicor 10

Epicor ERP 10
1

I am looking for some information on the ability to create “work orders” (generic term) within Epicor 10, like a ticketing system. Example, if equipment x goes down, a “work order” is created by someone, it is sent to maintenance personnel, they fix the issue and close the “work order”. Down time is captured and can be reported on.

Is there an Epicor module specifically for what I am looking for? Any guidance would be appreciated! Thanks!

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Maintenance Management and CRM Cases would be the two avenues.

Maintenance “Work Orders” have a lot of setup/overhead in managing and processing them. Cases are much simpler and can be routed, but require the use of Tasks - which, IMO, are the worst feature in Epicor as they are currently implemented.

We went external for Helpdesk management - any of the cloud-based ones are modular enough to allow for an inexpensive solution. We use ManageEngine ServiceDesk on an on-prem VM and it works great.

Good Luck!

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Thanks so much for the feedback!

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It addition to the maintenance screens this enables, I believe it literally lets you make maintenance ‘jobs’ in job entry as well, which sounds pretty close to what you want.

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Agreeing with @MikeGross

The Maintenance module gives you the ability to create maintenance jobs that behave very much like production jobs (materials, operations, etc)

If you use MES to track your production activity you might find enough value there to justify Epicor integration. You can trigger the creation of maintenance jobs based off certain gauge readings on your machines like # of hours the machine has been used or after a machine produces a certain # of pieces, all informed by the MES data.

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You can make a request, but not the actual job/work order. There needs to be an administrator for maint. work orders, just like there is a Production Planner for Jobs. Reqs get converted, assigned, released (& printed), then processed, reviewed and closed. For a properly managed environment, I would surely recommend this as it provides the most information and reporting capability, can tie to Asset Management, and provide an overall Cost of Ownership in more detail than doing it otherwise. But you need the resources, resource group, equipment, incident and resolution codes - all of that needs to be set up and managed as well.

You can also manager check-ups and equipment monitoring via PM/Scheduled Maintenance jobs if you’d like.

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