Epicor ERP Inventory Management Course

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. ED Revision: July 25, :22 a.m. Total pages: 87 course.ditaval

3 Contents Contents...7 Before You Begin...8 Audience...8 Prerequisites...8 Environment Setup...9 Workshop Constraints...10 Overview...11 Application Setup...12 Company Configuration...12 Site Configuration Control...12 Site Maintenance...13 Maintenance Programs...14 Warehouse Maintenance...14 Additional Warehouse Programs...14 Warehouse Zone Maintenance...14 Warehouse Team Maintenance...15 Warehouse Team Attribute Maintenance...15 Warehouse Bin Maintenance...16 Additional Warehouse Bin Programs...16 Warehouse Bin Size Group Maintenance...16 Warehouse Bin Attributes Maintenance...16 Workshop - Create a Warehouse and Bin...17 Bin Setup Wizard...18 Workshop - Bin Setup Wizard...18 UOM Maintenance...19 Workshop - Define Unit of Measure Codes (English Measurements)...20 Workshop - Define Unit of Measure Codes (Metric Measurements)...21 UOM Class Maintenance...22 How UOM Classes Determine Allowable UOM Code Selections for Transaction Quantity Entries...23 Workshop - UOM Class Code...25 Create a UOM Class Code...25 Add UOM Conversions (English Measurements)...26 Add UOM Conversions (Metric Measurements)...26 Part Class Maintenance...27 Workshop - Create a Part Class...27 Product Group Maintenance...28 Part Maintenance...29 Part Maintenance Sheets...30 Workshop - Create Part Records...31 Create a Purchased Part

4 Contents Add Site Details for the Part...33 Approved Supplier Maintenance...34 Workshop - Designate Approved Suppliers...34 Workshop - Create a Multiple UOM Part...35 Part Tracker...36 Daily Inventory Processing...38 Quantity Adjustments...39 Workshop - Quantity Adjustments...39 Enter Initial Inventory Quantities...39 Adjust Miscellaneous Quantity...40 Verify Quantity Adjustments in Part Transaction History Tracker...40 UOM Split/Merge...41 Workshop - Split Inventory...41 Issue Miscellaneous Material...42 Workshop - Issue Miscellaneous Material...42 Receipt and Shipment Processing...43 Receipt Processing...43 Workshop - Receive a Purchase Order...43 Workshop - Create a Mass Receipt...44 Shipment Processing...45 Sales Order Pick List...45 Workshop - Ship a Sales Order...46 Create a Pack ID...46 Create a Pack Line...46 Print a Packing Slip...47 Workshop - Review the Material Transaction Detail Report...47 Issuing Materials to Jobs...48 Cut Lists Report...48 Pick List for Jobs...48 Workshop - Create a Job Picklist...49 Issue Material...49 Workshop - Issue Job Material...50 Mass Issues to Manufacturing...50 Workshop - Issue Material for a Multi-Level Part...51 Issue Assembly...51 Receiving Completed Jobs...52 Job Receipt to Inventory...52 Workshop - Receive Completed Job Quantities to Inventory...52 Job Receipt to Job...53 Job Receipt to Salvage...53 Job Tracker...54 Inventory Returns...55 Return Material...56 Workshop - Return Items to Stock...56 Return Miscellaneous Material

5 Contents Return Assembly...57 Inventory Transfer...58 Workshop - Transfer Parts...58 Cycle and Physical Counting...59 Application Setup...61 ABC Code Maintenance...61 Workshop - Review Existing ABC Codes...62 Cascading Count Parameters...62 Calculate ABC Codes...63 ABC Code Assignment...63 Stock Valuation Calculations...63 Workshop - Calculate ABC Codes...64 Count Discrepancy Reason Codes...65 Workshop - Modify Discrepancy Reason Codes...66 Initialize Last Cycle Count Dates...66 Cycle and Physical Count Processing...67 Cycle Counts versus Full Physical Inventory Counts...67 Cycle Count Period Definition...67 Workshop - Define a Cycle Period...68 Cycle Count Schedule Maintenance...68 Perform Part Selection...69 Workshop - Define a Cycle Schedule and Select Parts for Counting...70 Workshop - Add Parts to Cycle Count Schedule...70 Generate Tags...70 Workshop - Generate Count Tags...71 Count Tag Entry...72 Workshop - Count Tag Entry...72 Print Reports...74 Print Unreturned/Voided Tags Report...74 Count Variance Calculation/Report...74 Workshop - Print Reports...75 Perform Tag Maintenance...76 Generate Recount Tags...76 Void Blank Tags...76 Workshop - Void Blank Tags...76 Void Tags by Part...77 Workshop - Void Count Tag...77 Count Discrepancy Reason Code Entry...78 Workshop - Enter Discrepancy Reason Codes...78 Post Counts...79 Count Processing...79 Workshop - Post Counts...79 Inventory Reporting...81 Conclusion

6 Contents Appendix...84 Transaction Types

7 This course provides an overview of the entire inventory management process. Use this module to update and maintain raw materials, work in process (WIP) as well as finished goods inventory quantities and costs. Upon successful completion of this course, you will be able to: Define user-definable company and site parameters that govern Inventory Management processing. Create new warehouses and warehouse bins using Warehouse Maintenance and Warehouse Bin Maintenance. Generate warehouse bins using the Bin Setup Wizard. Define Unit of Measure (UOM), UOM Class, part class and product group codes for assignment on part records. Create new parts using Part Maintenance and identify important inventory data fields. Perform inventory transactions such as quantity adjustments, order shipments, receipts, job material issuance, returns and transfers. Configure and process a cycle count to maintain accurate inventory counts. Describe what inventory reporting options are available in Epicor ERP. 7

8 Before You Begin Before You Begin Read this topic for information you should know in order to successfully complete this course. Audience Specific audiences will benefit from this course. Cost Accountant Shipping and Receiving Material Handler Production Manager Prerequisites To complete the workshops in this course, the necessary modules must be licensed and operating in your training environment. For more information on the modules available, contact your Epicor Customer Account Manager at It is also important you understand the prerequisite knowledge contained in other valuable courses. Navigation Course - This course introduces navigational aspects of the Epicor application's user interface. Designed for a hands-on environment, general navigation principles and techniques available in two user interface modes - Classic Menu and Modern Shell Menu. Workshops focus on each of these modes and guide you through each navigational principle introduced. System Flow Course -This course introduces a basic quote to cash scenario that includes the process from the initial customer quote to final cash receipts and payment of supplier invoices. This course emphasizes the series of processes that make up the quote to cash process by using a simple scenario to highlight various transactions. Your organization may have more complex processing routines than those described in this course. Recommended Knowledge Camp Course - This course provides a high level overview of the quote to cash flow through the Epicor application. You begin with how to create a quote, process it as an order, and fill the order across production planning and purchasing. The course also covers the manufacturing plan and shipment of parts to a customer, as well as how to process invoices, enter cash receipts, and generate supplier payments. 8

9 Before You Begin Environment Setup The environment setup steps and potential workshop constraints must be reviewed in order to successfully complete the workshops in this course. Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience Epicor functionality in action but does not affect data in your live, production environment. The following steps must be taken to successfully complete the workshops in this course. 1. Verify the following or ask your system administrator to verify for you: Your Epicor training icon (or web address if you are using Epicor Web Access) points to your Epicor training environment with the Epicor demonstration database installed. Do not complete the course workshops in your live, production environment. Note It is recommended that multiple Epicor demonstration databases are installed. Contact Support or Systems Consulting for billable assistance. The Epicor demonstration database is at the same service pack and patch as the Epicor application. Epicor's education team updates the Epicor demonstration database for each service pack and patch. If your system administrator upgrades your Epicor application to a new service pack or patch, he or she must also download the corresponding Epicor demonstration database from EPICweb > Support > Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completing the course workshops. Your system administrator restored (refreshed) the Epicor demonstration database prior to starting this course. The Epicor demonstration database comes standard with parts, customers, sales orders, and so on, already defined. If the Epicor demonstration database is shared with multiple users (that is, the database is located on a server and users access the same data, much like your live, production environment) and is not periodically refreshed, unexpected results can occur. For example, if a course workshop requires you to ship a sales order that came standard in the Epicor demonstration database, but a different user already completed this workshop and the Epicor demonstration database was not restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users from manipulating the data in your installation of the Epicor demonstration database. 2. Log in to the training environment using the credentials manager/manager. If you are logged into your training environment as a different user, from the Options menu, select Change User. 3. From the Main menu, select the company Epicor Education (EPIC06). 4. From the Main menu, select the Main site. 9

10 Before You Begin Workshop Constraints Below is a list of workshops in this course that can be performed only once in each instance of a restored (refreshed) database. Where applicable, a detailed explanation of the workshop constraints is documented in the workshop itself. Issuing Inventory Material Workshop - Issue Job Material Workshop - Issue Material for a Multi-Level Part Workshop - Return Items to Stock Cycle Counting Due to the logic of performing a cycle count, the cycle counting process cannot be executed more than once in any given sequence or schedule. Therefore, the cycle counting workshops in this course cannot be completed by more than one person in a shared database. Workshop - Define Cycle Schedules and Select Parts Workshop - Generate Count Tags Workshop - Count Tag Entry Workshop - Modify Discrepancy Reason Codes Workshop - Enter Discrepancy Reason Codes Workshop - Post Counts Workshop - Perform Tag Maintenance Workshop - Print Reports 10

11 Overview Overview The Inventory Management module contains detailed information related to an item, including costs, quantities, and on-hand requirements. The primary function of this module is to manage the flow of materials from incoming purchase orders (POs) through manufacturing and shipping to the customer. You can ship materials from stock or inventory, received to stock, or receive them directly to a job. Inventory transactions are made in the same manner regardless of the manufacturing environment, make-to-order (MTO) or make-to-stock (MTS). Ultimately, these transactions result in revenue and are posted to the general ledger (GL). Inventory Management Features Unit of measure (UOM) quantity conversions and tracking Material, labor, subcontract and burden cost tracking Inventory transfer Job material issuance Cycle and physical counting Detailed transaction tracking and reporting Internal, supplier, customer, manufacturer and product code part cross-referencing Serial control, custom serial formatting, and serial number tracking Lot control and tracking Note The cross-referencing, serial number and lot tracking topics are covered in the Inventory Management - Specialized Processing course, and are not included in the basic Inventory Management course. Some of these features are covered in other Epicor courses. Inventory Management Terminology Assembly Assembly defines all the manufactured components or parts required to make each part for the customer. Assemblies are identified separately from the raw materials in Job Entry and Opportunity/Quote Entry. In the bill of materials (BOM), assemblies are identified as materials that must be pulled as an assembly. Parent Assembly This is an assembly that consist of two sub-assemblies. Sub Assembly This is a manufactured part needed in a parent assembly. Material Material identifies all the raw materials required to make each part produced. Material information includes the part number, quantity required, and estimated cost. If the part number exists in Part Maintenance, an allocation is created when you enter a job material requirement. Finished Good This is a complete part ready for shipment. Expense Items These are ordered items consumed in the manufacturing process and are not considered inventory. 11

12 Application Setup Application Setup This section of the course reviews common company configuration and maintenance program factors that apply to the general inventory user. Company Configuration Company Configuration defines the available options for companies in the Epicor application. Use these options to customize the application to best fit each company within your organization When you install the Epicor application, one company record is created by default. You use this program to define how the company interacts with the various modules you have licensed. Use the sheets under the Materials tab to define system options for the following Materials modules or functions: Inventory Purchase Shipping / Receiving Serial Mask Formats The Modules > Materials > Inventory > General sheet includes user-definable parameters related to bar code printing, inventory adjustment reasons, UOM rounding, ECO processing, transfer orders and stock provision reports. Use the Modules > Materials > Inventory > Lot sheet to define lot attribute defaults at the company level. Note Lot Tracking is covered in detail in the Inventory Management - Specialized Processing course. System Setup > Company/Site Maintenance > Company Configuration Site Configuration Control Use Site Configuration Control to define how each plant site interacts with various functions in the Epicor application such as the Inventory Management, Production Management, Shipping/Receiving, Time Management, and Expense Management modules. When you create a company record in the Epicor application, one site record is automatically created by default. This site record is the default site selected for each part you create within Part Maintenance for the current company. You then use Site Configuration Control to define parameters for several application functions. You can create addition site records as needed in Site Maintenance; once you do this, you use Site Configuration Control to define operational parameters specific to that site. Important Before you can open a site record in Site Configuration Control, you may need to have your System Administrator give you security rights to that site in your user account. 12

13 Application Setup The Modules > Inventory Management tab contains the following sheets you use to define the warehouses, transfer order definitions/resources, serial tracking default values and cycle count parameters for each site: General - Contains settings for definition of the warehouses the site uses for shipping, receiving, DMR Processing, and so on. You also indicate which warehouses are shared with other warehouses. You also identify transfer orders by setting up the definitions for transferring part quantities and the resources involved in transfer orders. Lastly, you define the serial tracking and cycling counting used for parts manufactured through each site. Shared Warehouses - Contains settings for definition of the warehouses the site uses for shipping, receiving, DMR Processing, and so on. You also indicate which warehouses are shared with other warehouses. Transfer Definition - Contains settings for definition of how the site handles transfer orders it requests from other sites. Transfer Resources - Contains settings for definition of the resources involved in transfer orders. Serial Tracking - Contains settings for definition of how the site handles serial number tracking. Note Serial Tracking is covered in detail in the Inventory Management - Specialized Processing course. Cycle Count - Contains settings for definition of physical and cycle counting parameters used with this site configuration. Use the Detail sheet to indicate the Cycle Count Select Method to run for the site, and also indicate that this site uses the method selected on warehouse records. Use the ABC Codes > Detail sheet to select and update the ABC codes used for cycle counting for the site. System Setup > Company/Site Maintenance > Site Configuration Important This program is not available in the Epicor Web Access. Site Maintenance Use Site Maintenance as needed to add additional sites for the current company. To add more than one site record through this program, you must license the Multi-Site module. You can then set up as many sites as you need for each company within your organization. You enter the primary information for each site in Site Maintenance. Parameters you define include planning parameters such as Production Preparation Time, Rough Cut Horizon, and the Production Calendar. You can also define the cost set, which determines the costing method used for the parts manufactured at the site. Lastly, setup the transfer order parameters the site follows when fulfilling internal sales orders. Once you do this, you use Site Configuration Control to define operational parameters specific to the site; these designates how the site interacts with various modules in the Epicor application. Financial Management > Multi-Site > Setup > Site Maintenance Material Management > Inventory Management > Setup > Site Maintenance Production Management > Job Management > Setup > Site Maintenance 13

14 Application Setup Maintenance Programs This section of the course discusses common maintenance programs that influence the inventory process. In most cases, not all of the fields within the following master files are discussed in this course. For a full description of all available fields, refer to the Application Help. Warehouse Maintenance Use Warehouse Maintenance to set up warehouses. You can group items in your inventory in each warehouse. You must set up at least one warehouse before you can enter parts in Part Maintenance. When you set up a warehouse, it is automatically set up in the site into which you are currently logged. You can also share the warehouse with other sites. You can do this on the System Setup > Company/Site Maintenance > Site Configuration Control > Modules > Inventory Management > Shared Warehouses sheet. A shared warehouse is a warehouse that belongs to one site in particular, but when you share it with one or more other sites, you can directly issue parts from or receive parts into the warehouse from the sites with which it has been shared. In order to set up more than one warehouse in this program, you must license the Advanced Material Management (AMM) module. Note Even if you do not physically have separate warehouses with multiple bins, you should still set up logical warehouses and bins that can help you keep track of inventory within the same location. Material Management > Inventory Management > Setup > Warehouse Production Management > Quality Assurance > Setup > Warehouse Additional Warehouse Programs The following are additional warehouse maintenance programs that exist to support the Fulfillment Workbench feature in the Inventory Management module. For a full description of all available fields, refer to the Application Help. Warehouse Zone Maintenance Use Warehouse Zone Maintenance to create bin zones within a specified warehouse. A zone is a group of bins within a warehouse. The Epicor application allows you to group bins together into a zone, regardless of their type or other attributes. Warehouse zones can be established, usually based on similarly sized bins / products. Zone codes are then assigned to specified warehouse bins in the Zone field in Warehouse Bin Maintenance. The Epicor application uses bin zones primarily in the Fulfillment Workbench. Material Management > Inventory Management > Setup > Warehouse Zone 14

15 Application Setup Warehouse Team Maintenance Use Warehouse Team Maintenance to create and define warehouse teams based on attribute/skill, transaction, and location. Warehouse teams can be assigned to allocation templates defined in Allocation Template Entry, or used to process transactions after inventory is allocated in the Fulfillment Workbench. For example, you can create warehouse teams that process put-away transactions, while others process pick transactions. Use Warehouse Team Maintenance to perform the following tasks: Assign specific shop floor or warehouse employees to the warehouse team. Assign bin attributes. Identify the transaction types the warehouse team can process and assign a priority code that denotes the sequence in which they must be processed. Identify specific warehouses in which the warehouse team can work. Identify specific bins, zones, and optionally, items (parts, classes, or groups) for which the warehouse team is responsible for each assigned warehouse. You must be assigned to a warehouse team in order to receive transactions to process when using the Auto-Select feature from the Handheld menu. The warehouse manager can assign transaction types to warehouse teams and assign priorities to those transactions. Transaction types include sales order picks, job order picks, transfer order picks, Planner Workbench bin-to-bin moves, and put-aways for purchase receipts, job production, or transfer receipts. Warehouse team members can only process selected transactions for selected items in their assigned warehouses, bins, and zones. Material Management > Inventory Management > Setup > Warehouse Team Warehouse Team Attribute Maintenance Use Warehouse Team Attribute Maintenance to define attributes assigned to warehouse teams. These attributes detail specific aspects of each warehouse team, like Picker, Receiving Qualified, Hand Held Expert, and so on. You later assign these attributes to a team using Warehouse Team Maintenance. You select these items on the Attributes sheet. For example, define an attribute in Warehouse Team Attributes Maintenance that denotes a forklift is required. Define another attribute that denotes the forklift driver must be certified. When work is assigned on the queue, you can assign an inventory move transaction from (or to) a bin that requires a forklift based on this forklift attribute. Material Management > Inventory Management > Setup > Warehouse Team Attribute 15

16 Application Setup Warehouse Bin Maintenance Use Warehouse Bin Maintenance to identify the specific bins where inventory is stored in a warehouse. You use the Detail sheet to define operating characteristics (such as the description, zone, size, sequence, type, location and fulfillment parameters) for each bin, and use the Attributes sheet to assign user-defined warehouse bin attributes (previously defined in Warehouse Bin Attributes Setup) as needed. Important At least one bin location is required for a warehouse. The Type field in the Warehouse Bin Maintenance > Detail sheet designates if a particular warehouse bin is a Standard type bin or a non-standard Customer Managed or Supplier Managed type bin. Non-standard customer and supplier-owned inventories provide you with the ability to hold, control, and record inventory items owned by a specific customer or supplier. Note Refer to Customer and Supplier Managed Inventories section in the Inventory Management - Specialized Processing course for more details. Material Management > Inventory Management > Setup > Warehouse Bin Additional Warehouse Bin Programs The Fulfilment Workbench feature provides inventory management across bins, warehouses, and zones. For a full description of all available fields, refer to the Application Help. Warehouse Bin Size Group Maintenance Use Warehouse Bin Size Group Maintenance to define bin size code groups that contain height, length, width, and volume sizing information for bins. The bin size group codes defined into the program are assigned to specific warehouse bins in Warehouse Bin Maintenance. You can launch this program using the Main Menu from : Material Management > Inventory Management > Setup > Warehouse Bin Size Group Warehouse Bin Attributes Maintenance Use Warehouse Bin Attributes Maintenance to create user-defined attributes for bins. These attributes can be assigned to specific warehouse bins on the Attributes sheet in Warehouse Bin Maintenance. These attributes can detail specific aspects of each bin, like Large Bin, Receiving Bin, Mobile Bin, and so on. For example, a user-defined attribute can be defined in Warehouse Bin Attributes Maintenance that denotes that a forklift is required. When work is assigned on the queue, an inventory move transaction from (or to) a bin that requires a forklift could be assigned to a user based on this forklift attribute. 16

17 Application Setup Material Management > Inventory Management > Setup > Warehouse Bin Attribute Workshop - Create a Warehouse and Bin In this workshop, create new warehouses and link new warehouse bins. Navigate to Warehouse Maintenance. : Material Management > Inventory Management > Setup > Warehouse 1. From the New menu, select New Warehouse. 2. Enter the following information:. Field Warehouse Description Data XXX-Whs (where XXX are your initials) XXX Warehouse (where XXX are your initials) 3. Click Save. 4. From the Actions menu, select Bins. Warehouse Bin Maintenance displays. 5. Click New. 6. Enter the following information: Field Bin Description Data XXX-Bin (where XXX are your initials) XXX Bin (where XXX are your initials) 7. In the Type section, verify the Standard option is selected. 8. Click Save. 9. Exit Warehouse Bin Maintenance and Warehouse Maintenance. 17

18 Application Setup Bin Setup Wizard Use the Bin Setup Wizard to mass-generate and create bin numbers for a specified set of criteria. The Bin Setup Wizard performs the following processing: For the warehouse number, bin numbering format, and maximum bin number generation limit specified in the Configure sheet, the utility configures the numbering sequence. After clicking the Generate button on the Configure sheet, it then generates the proposed bin numbers based on the specified parameters. Displays the proposed bin numbers in the Verify sheet. Use the Selected check box and the Clear or Select All buttons to select the specific bin numbers committed to the Epicor application files. When you click Commit on the Commit sheet, or the Save button on the Standard toolbar, the program applies the user-specified bin definition parameters against all generated bin records and formally commits them to the Epicor application files. Material Management > Inventory Management > Setup > Warehouse Bin Setup Wizard Workshop - Bin Setup Wizard In this workshop, generate a block of five bin numbers for the XXX-Whs (where XXX are your initials) warehouse created in the Workshop - Create a Warehouse and Bin. Note You must define warehouses and link them to a site before you use Bin Setup Wizard to establish the bins. You can also create warehouse bins in Warehouse Bin Maintenance. Navigate to Bin Setup Wizard. : Material Management > Inventory Management > Setup > Warehouse Bin Setup Wizard 1. Click New. 2. In the Warehouse field, select XXX Warehouse (where XXX are your initials). 3. In the Bin Number Segments grid, in the Segment column, verify String defaults and click Tab. 4. In the Length column, enter 3 and press Tab. 5. In the Minimum and Maximum columns, enter CLS and press Tab after each field. In the Bin Number Segments grid, a second segment line displays. 6. In the second line, in the Segment column, select Separator and press Tab throughout the remaining fields to add a third segment line. 7. In the third line, in the Segment column, select Number and press Tab. 8. In the Length column, enter 3 and press Tab. 9. In the Minimum column, enter 001 and press Tab. 10. In the Maximum column, enter

19 Application Setup 11. Click Generate. The Verify sheet displays. 12. Review the bin numbers proposed. 13. Navigate to the Commit sheet. 14. Click the Commit button. The Do you want to proceed creating the Bins? message displays. 15. To the message, click Yes. 16. Exit Bin Setup Wizard. UOM Maintenance Use UOM Maintenance to define UOM (Unit of Measure) codes stored in the UOM master file. These represent the units of measure in which transaction quantities are expressed in the Epicor application. Examples of UOM codes include weights and measures such as Cubic Centimeters, Each, Feet, Box and Case. The Epicor application provides extensive unit of measure support, and also provides you with the ability to (optionally) track inventory balances for parts in multiple units of measure. This gives the Epicor application the ability to display transaction quantities per unit of measure. All inventory, job, quotation, sales order and purchase order transactions created for a given part require entry of a UOM code. For example, when you enter a weight for transaction, you also enter a UOM code representing the weight measurement (for example, LBS, KG, TONS). Before processing transactions for an item, you must first assign a UOM Class code (defined in UOM Class Maintenance) and primary inventory, sales and purchase UOM codes to the part record using the Part Maintenance > Part > Detail sheet. These represent the base unit of measure in which inventory balances are normally stored for the item, and the default UOM codes that display when entering quotations, sales orders and purchase orders for the item. Example You might inventory and produce an item by single unit (Each), sell it by the Box but purchase it by the Case. You would define UOM codes for each of three units of measure, associate it with a UOM Class code (in UOM Class Maintenance) and then assign it to the part record. When processing transactions for the item, the Epicor application would then use the UOM code presenting Each as the default unit of measure for inventory quantity balances and production quantities. When selling or quoting the same item, it would display the UOM code representing a Box as the default unit of measure. When you purchase the item from a supplier, it would display the UOM code presenting a Case as the default unit of measure; these default UOM codes can be overridden as needed for specific transactions. Once a UOM code has been assigned in Part Maintenance, it cannot be changed once inventory balances exists for the part, or used in any way. All UOM codes must first be defined in UOM Maintenance before you assign them to UOM Class codes in UOM Class Maintenance. Once they have been assigned to a UOM Class code, you assign them to specific part records using the Part Maintenance > Part > Detail sheet. Once a UOM code has been created it cannot be deleted, but can marked as Inactive to prevent further use in the Epicor application. Note Electronic Data Interchange (EDI) only supports two character UOM codes. If you plan on using the EDI Import or EDI Export programs, you should limit the length of the UOM codes you create in this program to a maximum of two characters. Creation of UOM codes in excess of two characters in length would require customization of the EDI Import and EDI Export programs to handle processing of the longer UOM codes. 19

20 Application Setup Financial Management > Accounts Payable > Setup > UOM Financial Management > Accounts Receivable > Setup > UOM Material Management > Inventory Management > Setup > UOM Material Management > Purchase Management > Setup > UOM Production Management > Engineering > Setup > UOM Sales Management > Order Management > Setup > UOM For CRM users, the Main Menu appears as: Customer Relationship Management > Order Management > Setup > UOM Workshop - Define Unit of Measure Codes (English Measurements) If you use metric measurements, skip this workshop and perform Workshop - Define Unit of Measure Codes (Metric Measurements) in its place. Navigate to UOM Maintenance. : Material Management > Inventory Management > Setup > UOM 1. Click New. 2. In the UOM field, enter XXX-PN (where XXX are your initials). 3. In the Description field, enter XXX Pint (where XXX are your initials). For metric users, 4. In the Symbol field, enter PN. 5. Verify the Allow Decimals check box is selected. 6. In the Decimals field, verify the value of 2 defaults. 7. Click Save. 8. Repeat steps 1-7 to add the following units of measure (where XXX are your initials): UOM XXX-QT XXX-GL UOM Description XXX Quart XXX Gallon Symbol QT GL 9. Exit UOM Maintenance. 20

21 Application Setup Workshop - Define Unit of Measure Codes (Metric Measurements) If you use English measurements, skip this workshop and perform the previous Workshop - Define Unit of Measure Codes (English Measurements) in its place. Navigate to UOM Maintenance. : Material Management > Inventory Management > Setup > UOM 1. Click New. 2. In the UOM field, enter XXX-ML (where XXX are your initials). 3. In the Description field, enter XXX Militres (where XXX are your initials). 4. In the Symbol field, enter ML. 5. Verify the Allow Decimals check box is selected. 6. In the Decimals field, verify the value of 4 defaults. 7. Click Save. 8. Repeat steps 1 through 6 to add the following unit of measure (where XXX are your initials): UOM XXX-LT UOM Description XXX Litre Symbol L 9. Exit UOM Maintenance. 21

22 Application Setup UOM Class Maintenance Use UOM Class Maintenance to define Unit of Measure (UOM) Classes that are assigned to parts in the Part Maintenance > Part > Detail sheet, or are used for parts created on-the-fly. A UOM Class consists of a defined set or bundle of alternate UOM codes (for example, Bag, Box, Case, Pallet) that convert to a single base UOM (for example, Each). You must first define all UOM codes entered using UOM Maintenance. The graphic below shows the UOM structure. The only required element for a UOM Class is assignment of a base UOM code. You assign a base UOM code to each UOM Class to designate how the Epicor application performs conversion from each of the assigned alternate units of measure to the base UOM. The purpose of this program is to make UOM code assignment in Part Maintenance easier in cases where the same UOM conversion factors apply to multiple parts. UOM Class Maintenance eliminates the need to define the same individual UOM conversions multiple times when you create parts in Part Maintenance that require the same UOM conversions as other parts. For example, if you stock and sell multiple parts by weight, you can define a single weight UOM Class that contains all possible weight UOM codes you wish to use. You then assign that UOM Class to each part that requires weight UOMs. If you ever need to add additional UOM conversions, you can add the new UOM conversions to the UOM Class, making the new conversions immediately available to all parts configured to use that UOM Class. Financial Management > Accounts Payable > Setup > UOM Class Financial Management > Accounts Receivable > Setup > UOM Class Material Management > Inventory Management > Setup > UOM Class Material Management > Purchase Management > Setup > UOM Class Production Management > Engineering > Setup > UOM Class Sales Management > Order Management > Setup > UOM Class For CRM users, the Main Menu appears as: Customer Relationship Management > Order Management > Setup > UOM Class 22

23 Application Setup How UOM Classes Determine Allowable UOM Code Selections for Transaction Quantity Entries A UOM Class consists of a defined set or bundle of alternate UOM codes (for example, Bag, Box, Case, Pallet) that convert to a single base UOM code (for example, Each). When entering transactional quantities (sales order lines, quote lines or jobs), the Epicor application determines the allowable Unit of Measure (UOM) codes you can select that denote the unit of measure. The processing that occurs is dependent on whether you enter a standard or on-the-fly part number for the transaction. Standard Parts versus On-the-Fly Parts What is the difference between standard parts and on-the-fly parts? Standard parts are those for which you create part records using Part Maintenance. Part records include a UOM Class, Inventory Unit of Measure (IUM), default Sales Unit of Measure (SUM) and default Purchase Unit of Measure (PUM) you designate for the item in the UOM Class and Primary UOMs fields in Part Maintenance > Part > Detail sheet. For example, if you have defined a UOM Class called Count and assigned it to a part record, you can assign any of the UOM codes associated with that UOM Class as the IUM, SUM and PUM defaults for the part record. On the Fly parts are those that do not have a standard part record. As the name suggests, you use On the Fly parts for items you sell, quote or produce, typically for a single instance, and for which you do not want to create standard part records. These might include items for which you wish calculate dimensions (for example, Linear feet) on a case-by-case basis for specific orders or quotes, or you configure per customer specification using functions in the Configuration module. Typically, they are items you manufacture on a one time basis (usually per customer request) and do not regularly stock. When you enter an order line into the Sales Order Entry > Lines > Detail sheet: You enter a standard or on-the-fly part number for the ordered item into the Part field. Enter the order quantity into the Order Quantity field in the Sales Order Entry > Lines > Detail sheet. In the drop-down list to the right of the Order Quantity field, you select the UOM code that designates the unit of measure in which the order quantity is being expressed. When you enter a quote line into the Opportunity/Quote Entry > Lines > Detail sheet: You enter a standard or on-the-fly part number for the quoted item into the Part field. Enter the quote quantity into the Order Quantity field. In the drop-down list to the right of the Order Quantity field, you select the UOM code that designates the unit of measure in which the quote quantity is being expressed. When you enter a job into Job Entry: You enter a standard or on-the-fly part number for the item being produced into the Part field. Enter the production quantity into the Production Quantity field. In the drop-down list to the right of the Production Quantity field, you select the UOM code that designates the unit of measure in which the production quantity is expressed. How UOM Classes Determine Allowable UOM Code Selections for Standard Parts The logic the Epicor application uses to determine the default UOM code, and allowable UOM code selections for transaction quantities, is the same whether you enter a quote line, order line or job. This default displays in the unlabeled field to the immediate right of the transaction quantity fields. It is primarily dependent on whether you have entered a standard or On the Fly part into the Part field. 23

24 Application Setup If you enter a standard part, the following logic applies: For order or quote lines, the displayed default is the UOM code you assign to the part in the Primary UOMs - Sales field. For a job, the default is the UOM code you assign to the part in the Primary UOMs - Inventory field. For a purchase order, the default is the UOM code you assign to the part in the Primary UOMs - Purchase field. The Epicor application determines the allowable UOM code selections based on the UOM Class assigned to the standard part in the UOM Class field in the Part Maintenance > Part > Detail sheet. If the UOM class assigned to the part record has been defined in the UOM Class Maintenance > Detail sheet with one of the system-assigned standard class types (Area, Count, Time, Weight or Volume) or an Other class type, the default UOM code can be overridden with any of the UOM codes you have assigned to that UOM Class in the UOM Class Maintenance > UOMs sheet. Example If you assigned the system-assigned Count UOM Class to the part record, you can select any of the associated UOM codes (for example, Each, Box, Case) that are associated with that UOM Class. These are the only selections that appear in the drop-down list. How UOM Classes Determine Allowable UOM Code Selections for On the Fly Parts If you have entered an On the Fly part, the default UOM code (that displays in the unlabeled field to the immediate right of the transaction quantity fields) is dependent on the setting of the System Default check box in the UOM Class Maintenance > Detail sheet: If the System Default check box has been selected for one of your defined UOM classes, the displayed default is the UOM code (assigned to that UOM class) that has been designated as the default UOM code (the Default UOM check box has been selected for it in the UOM Class Maintenance > UOMs sheet). In effect, the default UOM code assigned to the system default UOM class appears but can be overridden. Example If the Count UOM class is designated as the system default, EA (Each) would display if has been designated as the default UOM code for the Count UOM class. If this check box has not been selected for any of your defined UOM classes, no default UOM code displays in this field. You can select one of the following as the unit of measure: Any UOM code that is associated with any of the On The Fly type UOM Classes or Any of the UOM codes for which a system-assigned standard type (Area, Count, Time, Weight or Volume) has been defined in the UOM Class Maintenance > Detail sheet. Note These are the only selections that appear in the drop-down lists to the right of the transaction quantity fields. UOM codes that are associated with UOM Classes with a type of Other do not appear in the drop-down lists and cannot be selected as the transaction quantity units of measure. The unit of measure conversions (if any) the Epicor application performs for a transactional quantity entry are dependent on whether you select a UOM code associated with an On The Fly type UOM Class, or a system-assigned standard type (Area, Count, Time, Weight or Volume): If you select a UOM code assigned to an On The Fly UOM Class, the Epicor application performs conversions from the selected unit of measure to the base unit of measure defined for the UOM Class in the UOM Class Maintenance > Detail sheet. Note Refer to the On The Fly Classes - Rules and Setup Example Application help topic for a detailed example of how this works. 24

25 Application Setup If you select a UOM code assigned to a UOM Class with a system-assigned standard type, the Epicor application uses that particular unit of measure as the unit of measure for all related transactions. Example You select the UOM code for Feet (which is part of the system-assigned standard type Length UOM Class) as the unit of measure for a quote or order line. The Epicor application uses that unit of measure for related inventory, job and purchasing transactions (all are expressed in Feet). No conversions to a base UOM are performed in this case. Note When you ship the item, you can specify the shipping quantity in an alternate unit of measure, as long as it is associated with the same UOM Class. In this example, you can express the shipment quantity in Yards, if it is a valid unit of measure for the Length UOM class. Unit of Measure Conversions The unit of measure conversions (if any) the Epicor application performs for a transactional quantity entry are dependent on whether you select a UOM code associated with an On The Fly type UOM Class, system-assigned standard type (Area, Count, Time, Weight or Volume), or a user-assigned type of Other). If you select a UOM code assigned to an On The Fly UOM Class, the Epicor application performs conversions from the selected unit of measure to the base unit of measure defined for the UOM Class in the UOM Class Maintenance > Detail sheet. Note Refer to the On The Fly Classes - Rules and Setup Example Application help topic for a detailed example of how this works. If you select a UOM code assigned to a UOM Class with a system-assigned standard type, the Epicor application uses that particular unit of measure as the unit of measure for all related transactions. Example You select the UOM code for Feet (which is part of the system-assigned standard type Length UOM Class) as the unit of measure for a quote or order line. The Epicor application uses that unit of measure for related inventory, job and purchasing transactions (all are expressed in Feet). No conversions to a base UOM are performed in this case. Note When you ship the item, you can specify the shipping quantity in an alternate unit of measure, as long as it is associated with the same UOM Class. In this example, you can express the shipment quantity in Yards, if it is a valid unit of measure for the Length UOM class. Workshop - UOM Class Code In this workshop, create a UOM Class and add the UOM codes you defined in the previous workshop. Important All UOM codes must first be defined in UOM Maintenance before they are used in other programs such as UOM Class Maintenance and Part Maintenance. The Epicor application allows a part to have multiple UOMs. Create a UOM Class Code Navigate to UOM Class Maintenance. : Material Management > Inventory Management > Setup > UOM 1. From the New menu, select New UOM Class. 2. In the Class ID field, enter XXX-Fluid (where XXX are your initials). 25

26 Application Setup 3. In the Description field, enter XXX Fluid Volume (where XXX are your initials). 4. In the Class Type field, select Other. When you select Other, it allows for creation of user-defined UOM class codes. 5. Click Save. Add UOM Conversions (English Measurements) If you use metric measurements, skip this workshop and perform Workshop - Add UOM Conversions (Metric Measurements) in its place. 1. From the New menu, select New UOM Conversion. 2. In the UOM Code field, select XXX-PN (where XXX are your initials). 3. Verify that the Base UOM and Default UOM check boxes are selected. When you enter the first UOM code for a given UOM class, the Epicor application automatically selects these check boxes. The Base UOM check box specifies if this UOM code is the base unit of measure for this UOM Class; it is normally assigned to the first UOM code entered for a UOM Class. The Default UOM check box identifies this UOM code as the default unit of measure for this UOM Class. 4. From the New menu, select New UOM Conversion. 5. From the UOM Code field, select XXX-QT (where XXX are your initials). 6. In the Conversion Factor field, select Divide, and then enter.5 in the next field. This field identifies the factor used to calculate the quantity conversion between the UOM code and the base UOM. In this case, one quart equals two pints. 7. From the New menu, select New UOM Conversion. 8. In the UOM Code field, select XXX-GL (where XXX are your initials). 9. In the Conversion Factor field, select Divide, and then enter.125 in the next field. In this case, one gallon equals eight pints (for example, 3 Gallons divided by.125 equals 24 Pints). 10. Click Save and exit UOM Class Maintenance. Add UOM Conversions (Metric Measurements) If you use English measurements, skip this workshop and perform the previous Workshop - Add UOM Conversions (English Measurements) in its place. 1. From the New menu, select New UOM Conversion. 2. In the UOM Code field, select XXX-ML (where XXX are your initials). 3. Verify that the Base UOM and Default UOM check boxes are selected. When you enter the first UOM code for a given UOM class, the Epicor application automatically selects these check boxes. The Base UOM check box specifies if this UOM code is the base unit of measure for this UOM Class. The Default UOM check box identifies this UOM code as the default unit of measure for this UOM Class. 26