Scheduling with Multiple Sales Orders

Relatively new into scheduling, but it’s setup and working as designed… Have a very large project, and due to using product groups for sales/costing revenue the order is spread among a dozen lines. However I need items from say line 3, to complete line 1. Other than constantly chasing sales order required by dates, whats the best way to let the system know that certain items are needed by other lines (jobs)?

We can’t be the first company to “design”, “manufacture”, and then “test” and need to throw them in a chronological order in the schedule. :grin:

Thanks!

Nobody’s got a spitball idea on this one? :upside_down_face:

Hi Brian,

We have used Project Entry occasionally to group all jobs / purchasing together for some R and D projects. This could be useful to provide a list of associated supply / demand and then paste them on a job scheduling board or perhaps use multi level pegging data (make your own query, Epicor’s interface not good, at least on my version) to review en masse.

Alternately, use a top level sales order line for the parent part and then use jobs (job to job perhaps for tie?) to mfr lower levels. You can assign product group on each job as needed…

Nancy

Not familiar with the multi level pegging; but we use projects on everything we do. Helps link all the quotes/orders/jobs/purchases etc.

Assigning the product groups on jobs is good, but that just flows the costs from the job(WIP) into the COGS. The revenue for the entire sales order hits the account listed on the Order Line. Therefore our Jobs must match the groups on the Sales Orders; so that the expenses are costed against the revenue, to show how that dept is doing. Doesn’t help to take 100k in revenue to a dept that only did 20k worth of work. :smiley:

So far, i’ve gotten all the jobs onto our scheduling board; but having a problem restricting the “2nd” or “3rd” stage of the process until the 1st stage (Manufacture) is complete. I can use a material restriction, but just looking for something to auto update.

For the moment, i’m thinking material restriction, with 0 cost and update the lead time once a week or something.