I have noticed that when you choose make direct on a part or sales order release, that time-phase does not calculate the balance correctly. This has caused us to produce less than we need and have to set-up again.
Part Receipts Required Balance
12345 10 (a job) 0 10
5 (so linked to job) 10
So it’s not netting. It has caused mistakes because we look at the ending balance.
I may make all parts as Stock Items so we don’t see this again. I am trying to figure out how make-direct/non-stock is useful. In all of my 15 years of Epicor experience was for companies that did both - build to stock and build to order.
We sell items to generally one customer, but occasionally we get demand for a second customer. By making the demand and supply links, it allows us to manage one item for both customers - one is entirely make to order, the other is make to stock (although make to order is modeled by linking sales orders to jobs).