We are using the latest Kinetic version (not Classic) and need help with a couple things inside the Application Studio. We are trying to slightly alter the Office MES “End Activity” slide out screen. We’re looking for help with two options. Location - Under the first column “Current field where someone enters the numeric Qty & the UOM Drop Down next to it appear to be linked together.”
Basic Option 1: We’d like to unlink these two fields and hide the UOM Drop Down. And then our Operators will just report a qty in a known UOM for our Standard Ops Procedures.
Ideal Option 2: Replace the UOM Drop Down with the Operation Instructions from the Job Entry or Job Traveler Screen (see attachments). Having trouble finding this field in Application Studio. I’m guessing we’d still need to unlink the fields described in my opening paragraph to make this change.
Any help with supportive screenshots would be awesome.
Sure you can. Just hide the field and put your own there. If it’s read only, it’s going to have the data in it anyways, so you won’t have to worry about it not populating while hidden. If it’s linked, hide both and put a new field for the quantity that’s bound to the original epBinding.
I’m trying to create a solution using the Native Workflow of Epicor. Originally we were trying to create some User Defined Fields to be able to report production in MES off specific UOMs. Have the Base UOM of our Parts in Cubic Feet but then have the conversions behind the scenes in the Qty Parent conversions of the Bill of Materials DMT by Part. For example, our Drilling Operation would be in LF or our Sawing Op would be in Sq Ft. Then we were going to create a User Defined Field on the Operation Master and then the Job Entry Screen that defined the specific UOMs for each Operation. And eventually pull that defined UOM into MES. So the operator would report in their more standard UOM they are accustomed to, rather than the Base UOM showing in Cu FT. For Drilling that UOM Drop down new User Defined Field would pull from the Operation Master and show LF instead at the MES screen rather than still showing Cu FT.
We found a way through the Native Epicor Workflow through the screenshots I shared to accommodate our solution without the user defined fields (still open to the UDF solution if someone has guidance on that). To answer your specific question, see the 1st and 2nd screenshot. When I enter the Operation Instructions as a UOM in this example SF (square feet). This then shows up in the Job Traveler through our adjustment in an SSRS Report. However, we want to look up this field or the binding and have it replace the UOM Dropdown in MES. Still show Current Qty (if we can unlink this and the UOM dropdown shown in the latter screenshots), and replace the UOM dropdown with the Operation Instruction field I described above.
Let me know if that makes sense or if you have any additional questions. Thanks for replying to my original forum post. This is a key part of our project for a smooth end user experience.
The conversion data will be stored in the Qty Parent of the Part Master Record. We are planning on the IUM for all our Parts being in Cu Ft to allow for a Batching Operation later on. An example would be a part that is 36”x24”x4” would equal 2 Cu Ft but that Part would be Sold in Sq Ft (SalesUM is Sq Ft). So the Part itself is 6 Sq Ft. there’s a 3:1 ratio. And I have this UOM class conversion set up to mirror this. Or in other words
1 Cu FT = 3 Sq ft, so in the Qty Parent field I would put 3.00. So if we had a 300 Sq Ft job it would equal 100 Cu Ft.
Then in MES the Operator is accustomed to report their Qty in Sq Ft off our saws. So through what I described in the original case and replies, we want them to report 300 at the MES Current Qty screen when they End Activity. If we set up a user defined field it would show SF or Sq Ft instead of the IUM of Cu Ft if it were tied to the Operation Master UDF for that Op as Sq Ft. Or if that UOM Dropdown at the MES was hidden they would just enter the number Qty 300 and there would be no UOM showing at that screen. But the operator would know through training and experience that they are reporting Sq Ft (it’s almost a given for their particular Op).
And I’ve been told by our Ops Consultant that these adjustments are done through the Application Studio and I think a BPM might be incorporated in this process too…
