As a consultant, lately we’ve had customers that run into an issue with Closed Jobs showing in Time Phase Inquiry and report. Upon opening a case with Epicor, I was told that this is a functional change and it’s not a bug. This is what I was told by support. I don’t know when this was changed as it only recently came to our attention.
In the past, when a job is complete or closed, all load gets relieved from resources and also material requirements. That no longer seems to be the case. Now, if a job is closed and the materials, regardless of status, are not marked as issued complete, they still show as open requirements. This is impacting not only Time Phase, but PO suggestions and MRP.
This came to our attention when a customer mentioned in passing that they find Time Phase worthless because of this. The open material requirements for closed jobs are still factoring into the balance. For this one customer, this impacts all jobs back to the their beginning implementation in 2022.
Epicor has supplied us with a fix that will clear the closed job details from the PartDtl table to clear up the old, but we needed a new process moving forward or it will continue to happen.
The only way to mark incomplete issues to Issued complete is through Job Entry, Material list view. On Materials card, the Issued Complete field is hidden by default so you have to first unhide it. Jobs then need to be Unreleased and UnEngineered if the customer is using the Prevent Changes option in Company Configuration. There are a thousand reasons that can be cited for all materials not being marked as issued complete upon job complete or job closing.
There is no way to check that box in Job Closing, no way to check it on material issue (without a quantity after the fact), no way to check it on Job Adjustment. Even trying the DMT errored for this customer because the UOMcode on the material was not included in the default UOMClass.
Is anyone else experiencing this issue or think this is a good idea? Not all customers are great or perfect with transactions and certainly even UOM conversions can have an impact.
Anxious for your thoughts.
Thanks!