Creating new purchased part

Epicor ERP 10
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trying to created a new part on epicor 10 from part maintenance. i added everything then approved it under the supplier. am i missing anything else. the normal person doing this is out so im sort of learning on the fly

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Welcome Jeff!!

@jmheadley - That is a very open ended question. When you create a part, the system will tell you if you are missing anything that the system requires, but that is different than what your business requires - and only you can answer that. Cost Method, Lot Tracking, Non-Qty Bearing and 30 other options.

The basic stuff is Part Type (Purchased in your case), Description, Unit of Measures, the primary warehouse and receiving bin - and you should be able to create a PO for it. Anything past that, you’ll have to tell us if there is an error or something going wrong in the purchase cycle process.

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There are some things that are hard to change later once there are transactions for the part. Pay attention to the UOM class and Primary UOM’s these can not be changed later.

Cost Method/Qty bearing (on the site tab), Serial or lot tracked options can be changed later but can be troublesome if there are transactions.

Brett

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Thank you all, after a bit of playing I was just missing the supplier part number which I found the area to add that. Should be good now

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I’d say the only absolutely required fields are the PartNum and Description. There are several other’s that must a have a value, but they’ll have a default - not necessarily the value you want.

In order of “most important” to “lesser important” …

Required fields (a default will be applied, but may need changing)

  • Type (Purch / Mfg / Sales Kit)
  • UOM Class and IUM - very, very hard (if not impossible) to change later
  • Cost Method

Commonly used settings that default to blank (or cleared for checkboxes)

  • Qty Bearing (if it will counted in inventory)
  • Part Class (often used for reporting or using GL Controls for accounting purposes related to materials. May also affect purchasing.)
  • Prod Group (often used for reporting or using GL Controls for accounting purposes related to sales)
  • Non-Stock (very tricky - its use depends on other settings Purch/Mfg, is Qty Bearing or not, etc…)

If you’re multi-site, you would then need to add more sites for the part to be used there.

This is my list from my experience, other businesses and there practices will vary.

It really is a good ide to have an official company document on the process for creating a new part (or for doing just about anything in E10). Having people do things consistently will lead to fewer errors. And if the way everyone is doing it is wrong, then it should be more obvious as opposed to only working right some of the time.

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