Has anyone here had any experience with automating the subcontract PO process? My company is currently in the process of converting to Epicor and we do a lot of subcontracting. In our current ERP whenever a job with a subcontract operation has the operation immediately prior to the subcontract operation completed, a PO line is created for the subcontracted material on the suppliers Blanket PO. The qty of the Po line will be equal to the qty listed on the job header, and the due date assigned according the subcontract operations anticipated days of completion. Is there an easy way to do this in Epicor? From what i have gathered Epicor creates a subcontract PO suggestion every time an order is created that contains a subcontract operation, and it suggests creating a new PO for each item. Anybody have any input? Thanks
This can definitely be automated. Epicor is very powerful for things like this. You might be served well by finding a consultant to help you with your requirements and building it, but if you want to dive in and give it a go, people here are helpful in pointing in the right direction.
Short answer, you will need someone to write code. But it’s all within the standard toolset.
You can also try to do it by using “Invoke BO Method” in Method Directives on your Job. You will have to find a trigger point on the Job to create the PO.
Vinay Kamboj