We are running 10.2.300.9 and have an order with 13 lines. Lines 11 and 13 we already had on the shelf and so did not need to be put into the job. However, they put it in the job and adjusted the qty to zero. They want to ship lines 11 and 13 today, but Epicor will not let them. Is this because the job is still not completed and they are in the job? And shouldn’t it be where if it is already available, the CSR should not create a job for zero with it?
What’s your definition of “Epicor won’t let them”? On the pack slip, you can fulfill the order from inventory, or a job, you just have to go into the pack slip and set the quantity to pull from the job, or pull from inventory. You are best to follow the way the order is set up though, because if you have a linked job to an order, then you ship from inventory, now you have an orphaned job out there that you need to do something with. (deleted it, or change it to go to inventory instead)
And what do you mean by “However, they put it in the job and adjusted the qty to zero.”? Hopefully you don’t mean they just did a quantity adjustment to 0, then made did the job as well in Epicor! If you want them to go to the job, you need to issue them to the job. If it’s the same part, you really should get rid of the job and ship it from inventory. Just removing inventory with a quantity adjustment shouldn’t be done willy nilly. That hits your scrap GL and will mess up your inventory values. So if you did that, the books basically look like you lost them, or someone stole them.
I don’t know what a CSR (customer service rep??) is, but whether or not a job is created or not is generally set up with whether or not the non-stock flag is checked or not, but is more up to the judgement of the person putting in the orders/creating the jobs. For many businesses, just because inventory is on the shelf, doesn’t always mean it’s available, so there needs to be some oversight on how that get’s done so that the business manages inventory in a way that works for their business. So it’s not automatic, mostly because there are too many “it depends” situations that go on. They have to look. So, no they shouldn’t create a job with 0 on it, but Epicor doesn’t take responsibility for it.
The quantity required for the job is driven by the demand links anyways, they don’t just put a number in there. So if it is 0 in the prod quantity, there is no link to the order, and can be deleted. And you should reverse that quantity adjust to 0 back to what it was, then ship it from inventory.
Sorry if that sounds harsh. You just have lots of
going on in a relatively short paragraph.
Let me know if you need a better explanation.
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Nope! You are good! My head was exploding but what I was being shown and I just put this up as I was trying to sort it out. In the end, Shipping pulls form Inventory or the Job; so one of those needs an amount in it or Epicor is like, NO way! What had happened is they created an order with two parts have zero production qty on the job. This can not be if you want to ship it through Epicor.
William it depends how you are configured. You can out of the box ship from stock even if you have no stock/negative stock on hand on the system- you will just get a warning that you are doing something that does not make sense, it will let you ship and invoice.
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