We’re having an issue with resources not being brought over on operations when we use the “Get Details” feature, or the “Get Details and Schedule” feature. What this does is not allow us to apply time to the operation later down the line, and we are forced to delete the operation and re-create it so that it generates the resource below it.
I’ve also tried manually entering a resource on operations that come over from get details but fail to bring the resource, and it will not allow me to do so. This issue is extremely time consuming and completely defeats the purpose of the get details function entirely. I’m hoping others have come across this issue and found a resolution for it.
Interesting. Epicors own help has several paths to “Resource Group Maintenance” listed, none of which I have on my screen. So, I have no idea how to get to the screen you’re showing.
I can’t imagine the resource groups for our company being inactive or that box randomly checking itself after an update or anything. Operations generate resources perfectly fine when you create them on the fly in a job. This only seems to happen when using the Get Details function.
From my home screen, if I use the search for “resource group maintenance”, it returns zero results. “Resource Group” does not bring up the right menus, either. The closest result is “Resource Group Efficiency”.
I did come across “Workflow Group Maintenance” that looks the same as the screenshots you posted (which this forum will not let me do in replies, hindering my ability to show what I’m seeing) but we don’t have any “workflow groups” here that I’m aware of. I was almost wondering if it was just named different in my system for some random reason but that doesn’t seem to be the case.
Anyway, I can’t find a way to get to “Resource Group Maintenance” on my system.
I’ve just gone through every single menu option available on my system and “Resource Group” was not listed once. There is the following as it pertains to “resource”:
And nothing else. “Workflow Group” is the closest I found that looks like the screenshots you posted but everything is blank and I don’t think we have anything set up in it.
We obviously have to have at least one Resource Group. I find it odd that I cannot find any way to get into a maintenance for them on my system. I am not using a browser based system, either (I noticed a note in the help stating it cannot be accessed from web based clients). I don’t understand how they were ever set up or how anyone can get in to make changes if this is the case.
@willc resources are added at scheduling. The number of resources added is set by JobOper scheduling blocks or machines. You can see this field in Job Entry > Operation > Detail.
If scheduling blocks/Machines is set to three then three resources will be added to the operation when scheduled. The number of machines determines the “squeeze factor” applied to the operation start and end date.
From Job entry > Operations > Scheduling Resources > Detail is the Resource Group and you can do an open with there to get to Resource Group entry (if you have permission) I have mine locked to me and one other person.
I’m getting a notification that it’s not valid for the current user so I must not have the right permissions to be messing around in there. I’m certain that is where I will fix this issue, though. Will be bringing it up with whoever has permissions here. Thanks.
I would go thru and make sure all operations have more than zero scheduling blocks and rescheduling them to verify the correct number got applied since that is more likely the issue than the RG setup. If there were no active resources in the RG you would get an error in scheduling the job.
We do not use the scheduling module here at all. The only time this ever comes up is when time real time is applied to the operation from hand-written time cards. The user will try to enter the time, and will get an error saying there is no default resource.
I narrowed it down to the Get Details function. When we “copy” a repeat job (use get details), it is not auto populating resources in the operations of the job we’re “pasting” to. And, you cannot manually enter a resource in said operation. You have to delete the operation and re-add it back into the assembly. This is very time consuming considering some of our jobs have 50+ operations.
I have no clue as to how or why any resources would have become inactive or if their location button was unchecked as no one ever touches this stuff. Hopefully, once I can get in there to check, that will be the fix.
@willc Get Details and Schedule is scheduling. If you just get details then you will also then need to do the job scheduling to add the missing resources. If you add an operation and then schedule that job you should then see the added resources. If you have some broken jobs in your test or pilot system I would schedule them with Actions > Schedule > Job Scheduling to see if it will fix them. If so that would be way faster than adding operations manually.
We just gave that a shot on a job that had operations brought in via get details, but the resources did not come along with the operations, and it did not work. It went through the process of scheduling the job but popped an error up at the end stating that there are no scheduled resources for one of the operations in the job.
I realize this is a bit of an old post, but I have a similar issue. After doing some research I found that if there are any material details on the job the schedule resource data does not come over and can’t be added to the existing operation and the job cannot be scheduled. Long story, but we have a BPM to automatically add a default material to the job when it is created, and this is causing the failure of the resource data coming in properly.
Our other issue is we have used a template part to pull in the operations via Get Details but it replaces the current part drawing with the drawing from the template part, which is incorrect.
I would love to find a way to get the operations over with all of the data staying in the operations and job head. Anyone experienced this as well?
