Finding Allocated Parts

Epicor ERP 10
1

Hi All,

We have a lot of parts that were incorrectly set up to be quantity bearing during our initial implementation but now need to be changed. The issue is that all these parts have an allocated quantity and therefore cannot be converted over. Where can I find where these parts are allocated to and how can I go about removing the link?

Thanks in advance for your help!

2

We had a similar issue where we were changing out P/N systemand had to make the ā€œold P/Nā€™sā€ inactive.

I ended up making a BAQ and dashboard that that showed the references to the P/N. Basically, just counted the Orders, Jobs, BOMs, etcā€¦ that the P/N was referenced by.

Take the first two rows of the following screen shot

image
image.png920Ɨ320 6.97 KB

P/N AN-0001:

  • Is Qty Bearing
  • Currently in 1 Bin
  • QOH is 105,653 FT
  • Not referenced on any SO
  • Is referenced on 1 PO
  • (on Job) Is a Material of 119 Jobs
  • (is Job) Is NOT the part being produced by any job
  • Is referenced by 163 BOMs

P/N AN-0002

  • is only referenced by 2 POā€™s and on 2 Jobs
1 Like
3

Just had that ā€œPart has been allocatedā€ error when trying to adjust a qty down to zero for testing and realized that there is a bit of a gap in working this out. Very useful dashboard.

@ckrusen would you care to share it?

4

Will do. No guarantees on its completeness.

Next time Iā€™m at my computer Iā€™ll export the dashboard w/BAQ

5

Thanks @ckrusen much appreciated.

6

Hereā€™s the Dashboard with BAQ
PartNum Usage.dbd (359.6 KB)
Edit: this was made in 10.1.400.23

Here are some notes:

  • Pretty sure it is free from any UD fields.
  • Dashboard Fields (the non-obvious ones)
    • #Bins - The count of PartBins with non-zero QOH for the Part
    • QOH - Sum of OnHandQty in all bins, across all warehouses and sites.
    • On SO - Number of times referenced on open Order lines
    • On PO - Number of times referenced on open PO lines
    • On Job - Number of times referenced as a material on open jobs
    • Is Job - Number of times referenced as the part being made by an open job
    • E10 Format - A flag (calc field) to indocate the part number matches our new format of SS-NNNN.
    • New P/N - Is the field Part.UserChar1. Which holds the P/N that ā€œoldā€ P/Nā€™s are being replaced with
    • Last STK Tran - The most recent PartTran record with type %STK%
    • On BOM - Number of times referenced as a material on BOMs
    • Type, IUM, PUM, UOMClassID - all pretty obvious
    • Cost Diff - A Boolean calc to show if there is a diff between the PartCost of the ā€œoldā€ P/N and the new. Only true if PartCost exists for the ā€œoldā€ P/N (from UserChar1) and this P/N.
    • Run Out - the Runout flag in the part Master
  • The Tracker/Filter fields are pretty self explanatory.
  • Has Demand - Will show records with at at least one of: ā€˜On SOā€™, ā€˜On POā€™, ā€˜On Jobā€™, or ā€˜Is Jobā€™.
  • Alt Part Count is for filtering parts that have an Alternate assigned inPart Master
  • Booleans with ā€œ(YNB)ā€ can use B (or leave blank) to find both True and False records
3 Likes
7

@ckrusen,
Thanks very much, this will be a really useful tool. Much appreciated.

8

Thanks so much Calvin, this is extremely helpful.

9

This was a utility that wasnā€™t meant for long term use, so it only had to handle conditions that we current used. In other words ā€¦ I was kind of lazy and didnā€™t account for all conditions that could exist.

So take a peek at the BAQ, to make sure it meets all your needs.