Epicor ERP Feature Highlights

Transcription

1 Epicor ERP

2 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. All information contained herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publication of this document. Epicor is a registered trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright Epicor Software Corporation All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation Revision: July 25, :04 p.m. Total pages: 79 fs.ditaval

3 Contents Contents...9 Sales Management...9 Fulfillment Workbench - Discard All...9 Project Tracker Detail Cost Sheet Shows Unknown Class and ID...10 Order Job Wizard Not Available when Job Type is No Job...10 Price List - New Import/Export Number Format of Price List - Price List Type Disabled After Save...10 Configurator Management...11 Configuration Trackers Review...11 Duplicate Configuration...12 Costing Logic for FIFO and LOTFIFO Returns from RMA Disposition...12 Update Sales Order Salesperson When Ship To Changes...14 Order Management...14 RMA Processing - Multiple Credit Memo Requests for a Single RMA Entry...14 Production Management...15 Engineering...15 Company Configuration - Default Qty/Parent...15 Handheld...16 Queued Purchase Receipt Transactions - To Warehouse/To Bin Fields...16 Job Management...16 Cost Adjustment for FIFO and Lot FIFO...16 Sum of Actual FIFO/LotFIFO Costs Determines Extended Cost...16 Kanban Receipts - Non-Stock Parts...17 Manufacturing Lead Time Includes Receive Time for Subcontracts...17 Manufacturing Execution System - Ability to Change Site, Company, and Enter Customization...17 Production Reports - Service Job Type...18 Planning Contract Maintenance - Part Description...18 Planning Contracts - Warehouses and Bins Validation...18 Resource Group Maintenance Limited to Current Site...18 Time - Backflush Quantity...18 Time Phase Inquiry - Planning Contracts...20 Top Level Time - Part Maintenance...20 Material Requirements Planning...21 Product LifeCycle Management Overview...21 Company Configuration - PLM...21 Scheduling...22 Company Configuration - Enable Scheduling Debug Log...22 Multi-Job Options in the Job Scheduling Board...22 Overload Informer Set to Zero...23 Time Management...23 HCM Pay Hours and State in Time Entry

4 Contents Material Management...24 Inventory Management...24 Unskip a Previously Unlinked Global Part...24 Purchase Management...24 BTO Purchase Release Promise, Due and Need By Dates...24 Company Configuration - Skip Last PO Supplier...25 New PO Suggestions - Generate Purchase Order Fields...25 Purchase Order Change Suggestion Entry - Arrived Qty, On Order Qty, Comments Fields...25 Supplier Tracker - From Order Date and To Order Date Fields...26 Tax Inclusive Pricing for Purchases...26 Company Configuration - Calculate PO Taxes, Ready to Process, PO Line Taxable...26 Purchase Order Tax Liability, Tax Category and Tax Exempt Settings...27 Purchase Order Tax Engine...28 Tax Information Printed on Purchase Order Forms...28 Set PO Totals and Tax Defaults...28 Shipping / Receiving...29 Container Landed Cost Entry - Indirect Costs Fields...29 Customer Shipment Summary...29 Receipt Line Supplier Part Cross-References...30 Supplier Relationship Management...30 Supplier Wizard - RoHS Compliance Selection...30 Data Collection...31 Material Queue - Filtering and Paging...31 Material Queue - From/To Warehouse Buttons...31 Advanced Material Management...32 Package Control...32 Employee Maintenance - Suppress Print Messages...32 Package Control ID Configuration Numeric / Alpha Starting At Segment Values...33 Package Control ID Maintenance - PCID Activities...34 PCID Records Not Deleted or Archived Until Related Invoice is Posted...34 Service Management...34 Field Service...34 Service Job Tracker...35 Time Management...35 Pay Hours Summary in Time Management for HCM...35 Financial Management...35 Accounts Payable...36 AP Partial Invoicing...36 AP Partial Invoicing Company Configuration...36 AP Partial Invoicing Legal Number Support...36 AP Partial Invoicing AP Invoice Entry...37 AP Posted Invoice Update...37 AP Partial Invoicing Mass Creation of AP Documents...37 AP Partial Invoicing AP Document Posting...37 AP Partial Invoicing AP Invoice Edit List

5 Contents AP Partial Invoicing AP Received Not Invoiced Report...38 Customized Fields in Tax Box Report...38 Due Date Adjustment in AP Invoices...38 Payment Entry Group Options...39 Payment Proposal Report Filters...39 Payment Proposal Report Totals...39 Selecting PI in Supplier Payment Report...40 Sort Search Results in Void Payment Entry...40 Sorting in Check Register Report...40 Supplier Statements Report...40 Withholding Collection Method Option for Tax Type...41 Print AP Debit Memos...41 Tax Inclusive Pricing for Purchases...41 Purchase Order Tax Engine...41 Purchase Invoice Tax Liability, Tax Category and Tax Exempt Defaults...42 Withholding Taxes for Tax Inclusive Pricing...42 Purchase Invoice Tax Calculation...42 Revenue and Expense Analysis with Tax Details...42 Change Log in Tax Box Summary Maintenance...43 Transfer Multiple AP Invoices...43 Select Invoices in Payment Entry...43 Selected Boxes for Get DMR Debit Memos...44 Accounts Receivable...44 Consolidate Shipping Details...44 Credit Card Processing for Cash Receipts...45 Mass Credit Information Update...45 Reverse Miscellaneous Cash Receipts...45 Change Payment Method in Posted AR Invoice Update...46 Transfer Multiple AR Invoices...46 General Ledger...46 COA Category Filter in Trial Balance and Structured Trial Balance Report...46 Enhancements in Annual Total Journal Report...46 Omit Zero Balances in Trial Balance and Structured Trial Balance Reports...47 External Payroll Integration...47 External Payroll Holiday Maintenance...47 External Payroll Class Maintenance...47 External Pay Type Maintenance...47 External Payroll Employee Maintenance...48 Export File Layout Configuration...48 Payroll Processing...48 System Setup...49 Company...49 Company Configuration - Payroll Integration...49 Site Configuration Control - Putaway Transaction Priority...50 ICE 3.1 Framework and Tools

6 Contents Business Activity Queries...50 External BAQs Company Visibility...50 External Datasource Maintenance Enhancements...51 Business Process Management...51 Extended Template Properties...51 Expression Security...51 C# Code Syntax Validation...51 Pause Loading Assemblies...51 Usings and References...52 Epicor Service Connect...52 Asynchronous Pool Assignment for Input Channel...52 Service Connect Service Restart Enhancement...52 Performance Counters and Alerts Support...52 Running Workflows Node...52 Sorting for Incoming SFTP and FTP.NET Channels...53 Document Tracking for Asynchronous Pools...53 Support of New E10.1 Bindings in Web References...53 Localization...53 Wrap Label Text...53 Performance Tuning...53 Client Log Enhanced...53 Report Tools...54 Export/Import Data Definitions...54 Security...54 Service Security Maintenance...55 Logon Failure Audit Report...55 Solution Management...55 Quick Search Elements...55 Install Queries with Extended Features...56 Styling and Themes...56 Modern Shell Access...56 System Management...57 Application Request Routing (ARR)...57 Custom Bindings...57 Data Model Regeneration Launch Options...57 HTTP and HTTPS Bindings...58 REST Technical Preview...58 SSL Certificates with Multiple Sites...59 Country Specific Functionality...59 Australia...59 EFT BPAY Format...59 Belgium...60 Payment Reference Numbers in Remittance Information...60 China...60 Non-Nettable Bins in Stock Movement Report

7 Contents Transaction Sequence in Stock Movement Report...60 GTI File Encoding...61 GTI Usability Enhancements...61 Chart of Accounts Import and Export...61 Colombia...61 IFRS Inventory Report...62 Net Present Value (NPV) Calculation...62 Net Present Value Report...62 Revelations Entry and Report...62 Denmark...62 Payment Reference Numbers in Remittance Information...63 Estonia...63 Payment Reference Numbers in Remittance Information...63 Finland...63 Payment Reference Numbers in Remittance Information...64 France...64 DEB Report...64 DES Report...64 Nature of Transactions Code in Intrastat...64 Update Intrastat Data with Contract Details...65 Intrastat...65 Intrastat Details Tracker...65 IDEP Report...65 Sales Kit Handling in Intrastat...66 Malaysia...66 Non-Nettable Bins in Stock Movement Report...67 Transaction Sequence in Stock Movement Report...67 Mexico...67 Credit Memo for Partial Payments...67 Digital Tax Receipt Enhancements...68 Supplier TAR Code...68 Netherlands...68 SEPA Direct Debit Payments...68 SEPA SCT Payments...68 Audit File Format in GL Export...69 ICP Report...69 VAT Declaration Report...69 Tax ID Validation and Format Check...70 New Zealand...70 EFT ANZ Transactive Format...70 EFT ASB FASTNET Format...70 Norway...71 Payment Reference Numbers in Remittance Information...71 Peru Accounts Payable Balance Report

8 Contents 3.3 Accounts Receivable Balance Report...72 Electronic Invoicing Enhancements...72 Electronic Reports (PLE)...72 Map COA and Document Type Codes...72 SEPA...73 EI Properties for Non-SEPA Payments...73 Prepayment Description in Remittance Information...73 Manual Payment Description...73 Sweden...74 Payment Reference Numbers in Remittance Information...74 Sales List Report in the SKV Format...74 Taiwan...75 GUI Codes...75 GUI Codes in Sales Orders...75 Voided and Blank GUI Legal Numbers...75 Packing Slips Consolidation...76 AR Computer Invoice...76 Seller Authorization...76 AR Invoice Layout...76 Numbers in Words, Chinese Simplified (Taiwan)...76 GUI Reports...77 AP Invoice List Report...77 AR Invoice List Report...77 AR GUI Report...77 AP Debit Memo...77 Export Details for Zero-Rated Tax Types...77 AR Zero-rated Sales List Report...77 Thailand...77 Non-Nettable Bins in Stock Movement Report...78 Transaction Sequence in Stock Card Report

9 The following section contains a list of features released with the Epicor ERP version. If you are upgrading from a previous version, review this information to learn about the features added through this major version. Sales Management Quoting and managing sales orders enables the vital coordination of activities between your sales, site, shipping, and accounting groups. You dictate whether to hold all companies in a single database, or each company in individual databases, where each company can have its own chart(s), currencies, and calendars. Use the Quote Management and Order Management modules to capture orders and seamlessly integrate the information with supply chain, production, fulfillment, and accounting systems. By streamlining the sales process centralizing access to product, pricing, customer information - orders can be generated with a minimal number of steps. It automates and improves labor-intensive processes for quoting, proposal generation, configuration, and order entry. You can increase sales productivity by ensuring accuracy during the quote and order processes and identifying the right solution to meet your customers needs. Important If your Customer Relationship Management (CRM) license is installed and functional, the Epicor application displays an alternate Main Menu than the one shown without CRM. With the CRM license, the Sales Management module is referred to as Customer Relationship Management. Fulfillment Workbench - Discard All The Discard All option allows you to discard the Select check box for all previously selected lines in the List sheet. This allows you to reset them to a cleared condition so you can reselect different line items as needed. When you press Discard All, the Select check box in all lines in the list clear, including lines that have been filtered out of the list using the Demand Selection Filter sheet. Discard All is located on the following Fulfillment Workbench sheets: List Order Fulfillment Job Fulfillment Transfer Order Fulfillment Menu Path Navigate to this program from the Main Menu: Material Management > Advanced Material Management > General Operations > Fulfillment Workbench Material Management > Inventory Management > General Operations > Fulfillment Workbench Production Management > Job Management > General Operations > Fulfillment Workbench Sales Management > Order Management > General Operations > Fulfillment Workbench 9

10 Project Tracker Detail Cost Sheet Shows Unknown Class and ID If you add a part on the fly in Quote Entry and it has subcontracted operations, the Class ID will not be available in the Detail Cost sheet in Project Tracker. This is the case unless you have a Part Master added with a Class ID and Description designated in Part Maintenance. Instead, the Class ID and Description will display the message "Unknown." Order Job Wizard Not Available when Job Type is No Job In Order Entry, the Order Job Wizard is not available for order lines where the Job Type is No Job. Note The Order Job Wizard is available for an order if at least one of the order release lines is set to Make Direct, has a Ship By Date and if the order line associated to the release does not have a job type of No Job. Menu Path Navigate to this program from the Main Menu: Sales Management > Customer Relationship Management > General Operations > Order Entry Sales Management > Order Management > General Operations > Order Entry Price List - New Import/Export Number Format of In Price List Maintenance, you can import and export numeric values using the number type. To import or export price list numeric values, select one of the following available types: 9, , Menu Path Navigate to this program from the Main Menu: Sales Management > Customer Relationship Management > Setup > Price List Sales Management > Order Management > Setup > Price List Sales Management > Quote Management > Setup > Price Lists Price List - Price List Type Disabled After Save In Price List Maintenance, once you save a new price list, you cannot change the price list type. The Type field becomes read only. Menu Path Navigate to this program from the Main Menu: Sales Management > Customer Relationship Management > Setup > Price List Sales Management > Order Management > Setup > Price List Sales Management > Quote Management > Setup > Price Lists 10

11 Configurator Management The Configurator process allows for on-the-fly configuration of highly customizable and dimensional products. You can configure products through a straightforward question and answer evaluation, or entry of straightforward question and answer evaluation, or by entry of Smart Strings (intelligent part numbers) used to identify a particular configuration of an item. You can launch a Configurator page from within Opportunity/Quote Entry, Order Entry, Job Entry, Purchase Order Entry, Demand Entry or the Epicor Commerce Connect Web Basket. This application is web-enabled, and is also available to disconnected users employing Mobile Connect. The configuration process is centered around the Configurator Designer. This single program is used to fully set up the required configuration, including method rules, document rules, pricing rules, part creation, dynamic lists, and so on. Configurator Designer functions are divided among the following entry programs: Configurator Entry Configurator Designer Configurator Rule Entry There are two main reasons for dividing the Configurator Designer into three different programs: Performance - Having fewer functionality panels in three single entry programs improves the performance. Ease of Use - With three different entry programs, you can go directly to the functionality you require. For instance, splitting off Configurator Entry and Configurator Rule Entry provides you with more space to set up the configurator functions and less sheets to navigate through. It also allows you to have a different user interface (UI) concept, with most functions included in the Property section of the Configurator Designer. Configuration Trackers Review In Configurator Entry, if you clear the Display Configuration Summary Grid check box and launch a configuration from within the Sales Order Tracker, Purchase Order Tracker, or Opportunity/Quote Entry Tracker, the read - only version of the actual configuration displays. You cannot define, modify, or save inputs when viewing the configuration. The following rules apply when viewing a configuration using the trackers: No expressions run when you open and navigate through a configuration launched using the trackers. If a configuration for a part has changed, the trackers will display only the pages and inputs that existed when the part was configured. When skipping a page, all the inputs remain inactive and the logic executes correctly. When skipping a page from a code expression, the logic does not execute (since expressions do not run in trackers), but the page displays. The Navigation Bar contains page numbers and configurations you can navigate through during a configuration tracker review. The Navigation Bar does not display any pages that did not belong to the original configuration, but it will display the skipped pages. Menu Path: Sales Management > Order Management > General Operations > Order Tracker Menu Path: Sales Management > Order Management > General Operations > Opportunity / Quote Tracker Menu Path: Material Management > Purchase Management > General Operations > Purchase Order Tracker 11

12 Duplicate Configuration Use the Configurator Entry > Actions > Duplicate Configuration command to duplicate the selected configurator. The following records will not duplicate since they are product of two different entities (Configurator and Part Revision) or are not directly linked to a single configurator: Method Rules Method Variables Lookup Tables Sequence Global Variance (Definition) Images (Definition) Memos Change Logs Menu Path: Sales Management > Configurator Management > General Operations > Configurator Entry Important This program is not available in Epicor Web Access. Costing Logic for FIFO and LOTFIFO Returns from RMA Disposition When material that was originally costed using FIFO or LOTFIFO is returned, the application uses the following costing logic to apply a cost. The following rules apply: The Use Reference Invoice Costs option in Company Configuration does not apply to FIFO and LOTFIFO returns. If an RMA line specifies and invoice number and line, the application finds the related invoice and uses the shipping information to find the last invoice shipment transaction for the pack and line. This transaction is linked to the PartFIFOTran which stores the breakdown of actual FIFO cost layers used for the shipment. If the shipment is not yet completely returned, then the shipped FIFO layers with "remaining/eligible" quantity can be used by the RMA Disposition for the return. This will use the original FIFO layers from the shipment. Multiple layers can be created. If the invoice shipment does not have enough quantity left for RMA return or the RMA line does not have an invoice number and line, the application will find the LAST generic shipment transaction for the part regardless of the customer to which it was shipped. This generic shipment also stores the breakdown of actual FIFO costs, which can be used as reference costs for the RMA Disposition. It does not matter if the generic shipment has been returned completely. The application will create a single FIFO layer for the remaining RMA quantity using the aforementioned reference costs. Important Notes LOTFIFO follows the same logic as the FIFO return. The FIFO layers used during shipment will be assessed/returned in the same REVERSE order regardless of the LOTNUM used. New layers are created using the actual date the RMA is disposed/received to stock. One or more FIFO Layers from the original shipment can be returned thru RMA if the invoice and line number are specified and the related invoice shipment transaction still has "unreturned" FIFO Layers. The shipped FIFO Layers will be returned in REVERSE. The LAST FIFO layer will be returned first. 12

13 Invoice Shipment is not found or no unreturned shipped FIFO layers then we use the generic shipment for the Part to get the Last FIFO Layer used by the shipment as Reference Costs. A single FIFO Layer will be returned for the full/remaining RMA quantity using the reference costs. If RMA Disposition has one of the Override Costs or Use Current Costs set to enabled, then the system will ignore the FIFO layers from the Invoice/Generic Shipment transaction and will use the RMA Disposition Costs entered by the user to create a Single FIFO layer for the RMA return. FIFO Layers returned from RMA Disposition to Job or Fail (DMR) will be processed as individual or distinct FIFO layers during DMR Processing and Return Material applications and will retain the multiple FIFO Layers when finally received to stock. Examples Part 01-FIFO has the following FIFO layers: FIFO1: 02/01/16 Seq = 1 SubSeq = 0 Qty = 2 Cost = 100 FIFO2: 02/02/16 Seq = 1 SubSeq = 0 Qty = 2 Cost = 200 FIFO3: 02/03/16 Seq = 1 SubSeq = 0 Qty = 2 Cost = 300 FIFO4: 02/04/16 Seq = 1 SubSeq = 0 Qty = 2 Cost = 400 FIFO5: 02/05/16 Seq = 1 SubSeq = 0 Qty = 2 Cost = 500 The following shipments occur against part 01-FIFO: Shipment Quantity Invoice Number Invoice Line Layers 1 01-FIFO Qty = FIFO1: 02/01/16 Seq = 1 SubSeq = 0 Qty = 2 Cost = 100 FIFO2: 02/02/16 Seq = 1 SubSeq = 0 Qty = 1 Cost = FIFO Qty = FIFO2: 02/02/16 Seq = 1 SubSeq = 0 Qty = 1 Cost = 200 FIFO3: 02/03/16 Seq = 1 SubSeq = 0 Qty = 2 Cost = 300 FIFO4: 02/04/16 Seq = 1 SubSeq = 0 Qty = 1 Cost = FIFO Qty = FIFO4: 02/04/16 Seq = 1 SubSeq = 0 Qty = 1 Cost = 400 FIFO5: 02/05/16 Seq = 1 SubSeq = 0 Qty = 2 Cost = 500 RMA #1 is created for part 01-FIFO for a quantity of 6 and disposed to Stock on 07/14/16 (Current System Date). The invoice number and line are 10100/1. The customer is returning a quantity from that is more than the quantity shipped. INS-STK: (RMA to Stock) Qty = 6 Returned FIFO Layers: FIFO2: 07/14/16 Seq = 1 SubSeq = 0 Qty = 1 Cost = 200 FIFO1: 07/14/16 Seq = 2 SubSeq = 0 Qty = 2 Cost = 100 FIFO5: 07/14/16 Seq = 3 SubSeq = 0 Qty = 3 Cost = 500 RMA #2 is created for part 01-FIFO for a quantity of 3 and disposed to Stock on 07/14/16 (Current System Date). The invoice number and line are 10300/1. The customer is returning the material from invoice #3. Note Although FIFO5 was used as Reference Costs under RMA#1, the shipped quantity was not actually "returned" and will actually be returned here under RMA#2. INS-STK: (RMA to Stock) Qty = 3 13

14 Returned FIFO Layers: FIFO2: 07/14/16 Seq = 4 SubSeq = 0 Qty = 2 Cost = 500 FIFO1: 07/14/16 Seq = 5 SubSeq = 0 Qty = 1 Cost = 400 Update Sales Order Salesperson When Ship To Changes If you change the ship to value for an existing sales order with associated salespersons, the salespersons update based on the new ship to and or sales territory. If you change the ship to value for an existing sales order with associated salespersons, the following occurs: If the sales territory for the new ship to equals the sales territory for the previous ship to, one of the following occurs: If the previous salesperson equals the new salesperson, the salesperson information remains on the order and nothing changes. If the previous salesperson does not equal the new salesperson, the previous salesperson is replaced by the new salesperson and the Rate % value changes to 100. If the sales territory for the new ship to does not equal the sales territory for the previous ship to, the previous sales person values are cleared and replaced by the salespersons for the new selected ship to. Menu Path Navigate to this program from the Main Menu: Sales Management > Customer Relationship Management > General Operations > Order Entry Sales Management > Order Management > General Operations > Order Entry Order Management The Order Management module virtually drives the Enterprise Resource Planning (ERP) system. From the time you place an order, its progress is tracked through final shipment while producing timely reports on demand. With Order Management, all orders and change orders are effectively managed online, reducing the chance for error and smoothing out the order-to-delivery process for maximum customer satisfaction. RMA Processing - Multiple Credit Memo Requests for a Single RMA Entry When you create multiple credit memos for a single RMA (Return Material Authorization) entry, a warning message displays if at least one credit invoice has already been created for RMA line and you try to create a new invoice for it. This warning depends on the settings of the Allow Multiple Credit Invoices check box on the Modules > Sales > Order sheet in Company Configuration: Selected (default value) - you can create multiple credit invoices against the same RMA. If at least one credit invoice has already been created and you try to create a new invoice, a warning message will display. If you answer yes, a credit memo invoice is created. If you answer no, the request will be cancelled. Clear - you cannot create multiple credit invoices against the same RMA. If one invoice has already been created, the Add Credit Memo button in RMA Processing is disabled. Menu Path: System Setup > Company/Site Maintenance > Company Configuration 14

15 Menu Path Navigate to this program from the Main Menu: Financial Management > Accounts Receivable > General Operations > RMA Processing Material Management > Shipping / Receiving > General Operations > RMA Processing Sales Management > Customer Relationship Management > General Operations > RMA Processing Sales Management > Order Management > General Operations > RMA Processing Service Management > Field Service > General Operations > RMA Processing Production Management The Epicor suite of production management applications, comprised of Job Management, Scheduling, Material Requirements Planning, and Quality Assurance, uses sophisticated technologies to model your best practices and empowers your personnel to make decisions that result in optimization of your production process. Whether you are a global, multi-site enterprise or a single-site manufacturer, the fundamental need for precise and flexible planning and scheduling is an ever present requirement for your business. Specific functionality like consolidated purchasing, transfer functionality, and consolidated financials helps global enterprises manage the complexity of their size and take advantage of the efficiencies that smaller organizations enjoy. Engineering The Engineering module (Product Data Management - PDM), serves as a central knowledge repository for process and product history. It also promotes integration and data exchange among all enterprise users who interact with the product - including project managers, engineers, salespersons, buyers, and quality assurance representatives. Epicor offers a solution for manufacturers that manages the powerful information traditionally contained in engineering documents, site floor routings, changes, sales orders, and quality documentation. It does this within a single online solution easily shared across the enterprise business. Company Configuration - Default Qty/Parent The value you enter in the Company Configuration > Modules > Production > Job > Default Qty/Parent field will default in the Qty/Parent field, when you add a material to a method of manufacture in the following programs: Job Entry Engineering Workbench Quote Entry Service Job Entry Example In the Default Qty/Parent field, enter a value of one. Next, in Job Entry add material by right-clicking on the Tree View > Materials node and selecting the Add Material option. As a result, the value of one defaults in the Qty/Parent field located on the Job Entry > Job Details > Materials > Detail sheet. Menu Path: System Setup > Company/Site Maintenance > Company Configuration 15

16 Handheld Queued Purchase Receipt Transactions - To Warehouse/To Bin Fields If the queued transaction you are processing in Process by Queue ID (Handheld) is a purchase-related receipt (the assigned transaction type starts with PUR-, such as PUR-STK, PUR-SUB, PUR-MTL), the entries for the To Warehouse and To Bin fields come from the value you select using the Lookup button search, rather from the values in the To Warehouse and To Bin fields, as is the case with other types of transactions. This allows warehouse inventory clerks that are stocking supplies that just arrived to the site to search for the specific locations where they must be stored, because the system recommended location (default) might be full. Menu Path Navigate to this program from the Main Menu: Material Management > Data Collection > Handheld > Handheld Menu Production Management > Data Collection > Handheld > Handheld Menu Job Management Job Management is a comprehensive manufacturing control solution, designed specifically for the routing, scheduling, costing, and tracking of either custom or repetitive parts manufactured on the shop floor. Job Entry for a repeat part takes minimal effort. Analysis tools provide the quick and accurate reference necessary for re-quoting a part or identifying the types of work at which your company is most profitable. Cost Adjustment for FIFO and Lot FIFO If you make a cost adjustment for a FIFO or Lot FIFO part, the transaction is registered for the date when the adjustment was made instead of when the FIFO batch was created. For example, you receive a batch in September and two months pass. In November, you add some extra cost by way of an invoice for freight. This cost is added to the warehouse with a November date rather than a September date. The transaction date was enabled for all cost methods except for FIFO/Lot FIFO prior in the past, but now there are no restrictions. Sum of Actual FIFO/LotFIFO Costs Determines Extended Cost When FIFO/Lot FIFO layers are consumed, the application uses the sum of the actual FIFO costs to determine the extended cost instead of deriving it from the weighted average unit costs of all the consumed FIFOs. This eliminates reliance on the weighted average unit costs which could have limited decimal precision, lessening the possibility of reporting rounding variance. Rounding on FIFO and LOTFIFO transactions use the Extended Subcomponent Costs in PartTran. The application stores the weighted FIFO average unit costs in PartTran, but also populates the actual FIFO subcomponent costs for the transaction. All areas where the subcomponent costs are derived will use the Extended Subcomponent Costs when available. The Capture COS/WIP process also uses the Extended Subcomponent Costs when posting to the General Ledger. Whenever job costs are updated, these Extended Subcomponent Costs are used. 16

17 Kanban Receipts - Non-Stock Parts Kanban Receipts will automatically generates, completes, and closes a job for manufactured parts marked as Non-Stock in Part Maintenance, under the following conditions: It must own a valid revision. It must include a valid method of manufacture with at least operation and material. It cannot be marked as Phantom BOM. Note Non-Stock parts used in Kanban Receipts can be Serial Number and Lot tracked. Menu Path: Production Management > Job Management > General Operations > Kanban Receipts Manufacturing Lead Time Includes Receive Time for Subcontracts Manufacturing Lead Time includes Receive Time set on the material when having days out in a subcontract operation and receive time on the material. The Receive Time check box in Site Maintenance on the Planning sheet specifies if receive time values should be included in Manufacturing Lead Time calculations in a site. Select the check box to include receive time values in Manufacturing Lead Time calculations. Clear the check box if they should not. If the check box is selected then the Receive Time will be included when calculating the Lead Time of a part, and the Lead Time of a material will be used without adding the Receive Time of that material again, as the Lead Time already includes it. Manufacturing Execution System - Ability to Change Site, Company, and Enter Customization The Manufacturing Execution System (MES) Context Menu displays the following new options: Change Company - Select this option to switch a company that the user logged into the MES is authorized to work with. Note To set up company privileges, navigate to the User Account Security Maintenance > Company > Detail sheet and define the required company(s). Change Site - Select this option to switch a site that the user logged into the MES is authorized to work with. Note To set up site privileges, navigate to the User Account Security Maintenance > Company > Detail sheet and define the required site(s). Developer Mode - Select this option to launch the Selected Customization window. Use this window to select or import an existing customization. If you select this option and don't select an existing customization, right-click in the MES Menu and select the Customization command. This launches the default Customization Tools Dialog window used to create and save a new customization. Important For the MES Context Menu to display the Customization command, you must activate the Developer Mode. Important Only users with activated customization rights can access the Developer Mode. To activate the customization rights, select the Customize Privileges check box located on the User Account Maintenance > Options sheet. 17

18 Note For more information about Customization, refer to the Select Customization, Begin Customization, and Advanced Customization topics in the Application Help. Production Reports - Service Job Type You can filter service jobs using the Service job type option located in the Job Search > Job Type field. You can now filter by Service job(s) in the following reports: Job Traveler Report Production Detail Report Work in Process Report Inventory/WIP Reconciliation Report Note The reports are located in the following Main Menu location: Production Management > Job Management > Reports Planning Contract Maintenance - Part Description Planning Contract Maintenance includes the Part Description field. The Part Description field displays in the following sheets: Header > Demand Header >Supply Line > Demand Line >Supply Note The Part Description field also displays in the Planning Contract Tracker. Menu Path: Production Management > Job Management > General Operations > Planning Contract Planning Contracts - Warehouses and Bins Validation In Planning Contract Maintenance, you can create and save a new planning contract without defining the Inventory and Receiving warehouse and bin locations. For the warehouse and bin validation message to display, you must activate the planning contract. Menu Path: Production Management > Job Management > General Operations > Planning Contract Resource Group Maintenance Limited to Current Site Resource Group Maintenance is restricted to neither display or allow you to perform maintenance on resources or resource groups that were created in a site other than the current site. Time - Backflush Quantity The Labor Entry field includes the Time - Backflush Qty option allowing for reporting time only on operations that have this option selected. The Time - Backflush Qty allows you to track actual time against operations, and backlush quantity based on the quantity recorded on the final operation. 18

19 Note Dalton Manufacturing needs the ability to track actual time against operations, but to backflush the completed quantity based on the completed quantity recorded on the final operation. This will enable them to operate in scenarios where they don't know how much was produced on every operation and/or they don't have a way to know this, because it is critical to know the real amount of time invested on each operation, and not the estimate. The following rules apply: If an operation is marked as Time - Backflush Qty and you report time against this operation using Time and Expense Entry, the Labor Qty, Scrap Qty, and Non-Conform Qty fields are disabled and set to zero. Example An employee reports time only against the first three operations on a job. The three operations include Labor Type = Time Backflush Qty, so the employee is prevented from entering completed quantities on the first three operations. The fourth operation is marked as Labor Type = Time and Quantity, enabling the employee to report quantities as well. You can start setup/production Activity for operations with Labor Type = Time Backflush Qty through MES Entry, Handheld, and Work Queue. You can end setup/production Activity for operations with Labor Type = Time Backflush Qty through MES Entry, Handheld, and Work Queue. Therefore, you can enter real time labor against these operations even if you don t know how much is being produced at that moment. However, the Current Qty, Scrap Qty, and Non-Conform Qty fields are disabled and set to zero. Using Job Cost Adjustments, you cannot adjust labor quantities for operations with Labor Type = Time Backflush Qty. However, you can adjust times. You cannot report quantity against operations with Labor Type = Time Backflush Qty using MES. If you assign an employee to a resource group, using the Resource Group Maintenance > Backflush Default Employee (pane) > Employee field, the assigned employee is saved in the Labordtl table, when you run the Backflush Labor Server Process. Note When a resource group does not have an employee assigned, the employee for the backflush operation is saved in the Labordtl table, when you run the Backflush Labor Server Process. Example All operations are marked for Time - Backflush Qty, except the last one. This is a cell, or production line, environment where the team lead reports the quantity based on the final entry, but still needs to report time against each operation in a method of manufacture. Operation Sequence Labor Entry Time Entered Quantity Entered System Determined 10 Time - Backflush Qty Yes No (Inactive) Quantity upon entry of Op Time - Backflush Qty Yes No (Inactive) Quantity upon entry of Op Time - Backflush Qty Yes No (Inactive) Quantity upon entry of Op Time and Quantity Yes Yes Accepts manual entry Example Operation sequences 10 and 20, where only time is important to register, are a prerequisite for 30, which is an operation where actual time and quantity reporting is important. Operation sequences 50 (time entry allowed) and 60 (no time and quantity allowed) are a prerequisite for 70 on which time and/or quantity will be based for dependent operations. Operation Sequence Labor Entry Time Entered Quantity Entered System Determined 10 Time Backflush Qty Yes No (Inactive) Quantity, upon entry of Op 30 19

20 Operation Sequence Labor Entry Time Entered Quantity Entered System Determined 20 Time Backflush Qty Yes No (Inactive) Quantity, upon entry of Op Time and Quantity Yes Yes Accepts manual entry 40 Time and Quantity Yes Yes Accepts manual entry 50 Time Backflush Qty Yes No (Inactive) Quantity, upon entry of Op Backflush No (Inactive) No (Inactive) Time and Quantity, upon entry of Op Time and Quantity Yes Yes Accepts manual entry The Time - Backflush Qty option is available in the following programs on the Operations sheet: Engineering Workbench Method Tracker Quote Entry Quote Tracker Job Entry Job Tracker Service Job Entry Service Job Tracker Menu Path: Production Management > Engineering > General Operations > Engineering Workbench Menu Path: Production Management > Engineering > General Operations > Method Tracker Menu Path: Sales Management > Quote Management > General Operations > Opportunity / Quote Entry Menu Path: Sales Management > Quote Management > General Operations > Opportunity / Quote Tracker Menu Path: Production Management > Job Management > General Operations > Job Entry Menu Path: Production Management > Job Management > General Operations > Job Tracker Time Phase Inquiry - Planning Contracts In the Time Phase Inquiry, you can search for and select inactive planning contract records. Upon search, all the inactive planning contracts display in the Search Results grid. The Contract ID column field displays the identifier of the selected planning contract. Menu Path: Production Management > Job Management > General Operations > Time Phased Inquiry Top Level Time - Part Maintenance The Top Level Time (System) and Top Level Time (Manual) fields display the manufacturing lead time calculated by the application or entered manually. This is the lead time needed to generate the part at the level of this part only. This does not include the time on lower level parts. The user cannot edit the Top Level Time (System) value. Note The Top Level Time fields are located on the Part Maintenance > Sites > Planning sheet. Menu Path: Production Management > Job Management > Setup > Part 20

21 Material Requirements Planning Use the Material Requirements Planning (MRP) tools to both estimate potential demand and propose the supply that answers this demand. The MRP tools do this by generating job, purchase, and transfer order suggestions. MRP is designed primarily for companies that manufacture make to stock quantities or for mixed-mode manufacturers that run both custom and stock products. By using MRP, you can anticipate the future demand for your products and ensure materials are in the right place at the right time. Product LifeCycle Management Overview Product LifeCycle Management (PLM) is made by the PROCAD company. PLM includes storage, administration and supply of all product-related as well as all supplement data during the entire operational order processing and thereafter. PLM is the product data management system that supervises the entire process, the product life history. It interacts with project managers, engineers as well as employees in quality assurance. Foremost support is given to the design department. It provides all required functions for design management, including those for passing work results from the technical designers to the neighboring departments. Workflow management, scan and plot management as well as document viewing in large heterogeneous networks and over the Internet complete the range of powerful PLM features employed. Most modern knowledge management solutions evolve from a comprehensive embedding of a consistent product data management. PLM meets all requirements for a comprehensive product life cycle management. PLM's modular structure makes it an extremely flexible instrument, which can easily be adapted to the respective requirements in an enterprise. Company Configuration - PLM The Company Configuration > Production > PLM sheet includes Revision field. The field specifies the type of part revision that the PLM Server Process exports when transferring Product LifeCycle Management integration data from the Manufacturing system to the PLM system. The field includes the following options: Current - The PLM Server Process will search the last approved revision with the Effective date equal or less than today. Example A part includes the following revisions with respective Effective dates: Revision A B C Effective Date Two weeks ago Today Two weeks in the future Based on this example, the process exports revision B. If revision B is not approved, the process exports revision A. Last Approved - The PLM Server Process will search for the last approved revision, no matter whether it is currently approved or not. The process will not consider the effective date. 21

22 Example A part includes the following revisions with respective Effective dates: Revision A B C Effective Date Two weeks ago Today Two weeks in the future Based on this example, the process exports revision C. If revision C is not currently approved, but was in the past approved last, the process still exports revision C to PLM. Menu Path: System Setup > Company/Site Maintenance > Company Configuration Scheduling The scheduling functionality helps ensure your jobs are manufactured on time to meet the demand of your customers. The scheduling engine uses several factors that affect production - quantity, setup time, production time, capacity, priority, and so on - to calculate how long it takes each job to complete. It then displays the schedule through the Job Scheduling Board, the Resource Scheduling Board, and the Multi-Resource Scheduling Board. Scheduling offers the following tools: Base Scheduling - Multiple resource views and online scheduling tools such as the Change Impact Informer offer the master scheduler and management the ability to visually locate overload problems and slack conditions. You can use this tool to perform cost and throughput analysis on schedule changes before they are firmly committed. Advanced Scheduling (APS License Required) - An extension of scheduling, APS incorporates the strength of the Scheduling engine and enhances it with advanced functionality such as multiple constraint scheduling, a wide range of scheduling methods, visual drag-and-drop scheduling, capability and dependent capability-based scheduling, real-time capable-to-promise functionality, and advanced material planning functionality. Company Configuration - Enable Scheduling Debug Log If you clear the Enable Scheduling Debug Log check box and run Process MRP with the MRP and Scheduling logging level selected, the Epicor application will still generate the Control, MRP, Schedulers, and Individual Scheduling logs. Note The Enable Scheduling Debug Log check box is located on the Company Configuration > Modules > Production > Job sheet. Menu Path: System Setup > Company/Site Maintenance > Company Configuration Multi-Job Options in the Job Scheduling Board If you move a job that uses the multi-job functionality in the Job Scheduling Board, you can select Minimize WIP, Ignore Locks, and Recalculate Expected Yield in the Move Job window. The following are the conditions under which these options can be used: Minimize WIP - Select this check box to reduce the gaps between operations on a single job or a group of associated jobs that are scheduled via the Schedule Multi-Job feature. When selected, once scheduling is complete the scheduling engine runs the process again - but this time backwards from the end date of the 22

23 successor job - to minimize WIP between operations/jobs. This reduces scheduling gaps. is available only when the Move Option is set to Job - All Jobs, and Job - All Operations. Ignore Locks -- Enabled only when the Move Option is set to Job - All Jobs, Job - Successor Jobs, and Job - Predecessors Jobs, this check box determines whether scheduling locks are respected for linked jobs. Recalculate Expected Yield -- Available if the selected job has the Production Yield option enabled in Job Entry, determines whether you want the application to adjust the job production yield of any job that uses this operation and has been flagged to use the automatic recalculation feature. Menu Path: Production Management > Scheduling > General Operations > Job Scheduling Board Important This program is not available in Epicor Web Access. Overload Informer Set to Zero If the Overload Horizon value is zero, then the Overload Information informer will not display any record for overload resource groups and related resources. If a job is scheduled manually or if you are using Global Scheduling, in Job Entry, the rough cut is ignored. In Global Scheduling, the rough cut horizon is honored first and then the finite horizon. Time Management The Time Management module contains the functionality you need to approve and enter employee time entries against a specific project. By leveraging this functionality, you can then accurately track how much labor is being used to complete each project. You first define time types, like Regular Time, Over Time, Vacation, and so on. These time types define the specific kinds of time used to calculate the current and complete expenses placed against a project. You select these time types within Time and Expense Entry. The module contains an approval process through which employee time is verified against a selected project. Users first launch the Time Approval program to indicate how much time is budgeted to be placed against a specific project. After the employee time is approved, the employee time is then available to place against the project through Time and Expense Entry. You can then monitor the amount of time being placed against each project. Launch the Time report to review all of the time entries entered between a specific Start Date and End Date period. Likewise, you can use the Time Booking Exception report to review any indirect labor entries currently entered against one or multiple projects. Through this functionality, you can monitor the labor costs being accumulated against a project. This functionality improves planning and calculates more accurate expense calculations. HCM Pay Hours and State in Time Entry The HCM Pay Hours and State fields display if the Epicor ERP application is integrated with Human Capital Management (HCM). The Pay Hour field indicates the value of the labor hours entered against the job operation, and defaults to the value entered in the Labor field. This information is passed to HCM once the hours are approved. Pay Hours initially defaults from Labor Hours, but once the Labor Detail is saved you have to modify the Pay Hours manually. Once the record is processed by HCM, you cannot modify the Pay Hours. The State field indicates the status of the pay hour data. The following settings are possible: S (Sent) for records that have been imported into HCM; R (Received) for records that have been created in ERP Labor Detail from the HCM PTO integration; E (Error) for records HCM attempted to import, but for which the import process failed; and IP (In Progress) for records HCM is in the process of importing. 23