Hello,
We have unique situation at our company. We are in the process of implementing Kinetic as our new ERP system. The majority of our product is custom and configured. We ship directly from the job so we do not put inventory on hand for these configured products. Some of these products get shipped in multiple boxes. For example we may ship BOM components of an order line in a different pack than the finished good part. Has anyone else encountered this problem and has a solution?
Joshua,
@skhan, @jdewitt6029 and I all dealt with this.
@jkane might be able to work something out for you.
Here’s the biggest contention we had, nobody wanted to make part numbers for these custom components so we couldn’t take advantage of sales kits and maybe even co-parts for that matter (it’s been a long time since I have thought through this with someone).
Anything to add @jdewitt6029 and @skhan and @bmartin ?
@JREA , I think it is advanced material management, but do you have the module that allows you to have WIP locations? If you have to enter warehouses and bins on your resource groups that are marked as Location, you have it.
Ignore that, I read the post wrong. Do you plan this out ahead of time? That is, you know you are going to ship Asm 5 separately.
@nyamoga9 came up with a solution of making a unit of measure that converted given the qty per parent of the component.
So what would happen is we would sell an item with two components , a top and a base. Sometimes it was three components though. We would ship all of them separately. It took all two/three components to make 1 part on the order. All components were custom at times- no part number in the system.
So he made a UOM called TOP, BASE, TOP3 (maybe) and base3 where they would select whatever UOM represented the scenario they had.
So if they were shipping BASES then they would choose BASE which meant for every base they packed, they were packing 0.5 of the final product. In this way we could track the pack, the number of bases in there and how much was shipped. I think they are still using that logic today, yeah @bmartin ?
So if we made a pack of part number with UOM of BASE, it would count for 0.5 of the total product.
I hate being on 8!!!
@utaylor , can you test if you can ship a subassembly from a job on a miscellaneous pack?
Yeah but you need to relieve quantity from what you’re supposed to ship. Like if you were supposed to ship 20 subcomponents you’d want to see what you have remaining to ship if you had to create multiple. Pretty much you’d want it to function exactly as the top level part does when you ship from a job.
I think you can, idk. But the whole outstanding qty is where that falls apart right?
Just remembered I have 10 installed.
So, this is definitely not the best, but here goes.
Now, you have a separate job that you need to close and can track.
the scheduling of all that? seeeing that it’s no longer linked to the job? What happens if you move the
parent job in or out?
I should have started out with, wow that’s a cool idea. All else aside.
Yes the solution I used for this to use misc shipment entry for each load. That allowed us to specify each individual component that was shipping on the packing list. Then after all loads were shipped, do a single customer shipment entry to trigger the invoice for that line. Misc shipment entry doesn’t relieve inventory - the true shipment transaction in epicor doesn’t occur until you do customer shipment entry. It worked pretty well though.
Yeah, you would have to do that manually. I tried doing a make to job link, but it did not let you ship from WIP. You could try it though as the job would still need to be closed and you should see what has transacted.
Were you putting the subs into stock?
No, it was all make direct.
There is no link to anything in misc shipment entry so it didn’t matter.
that’s the hard part and a pretty essential part of it all cause how do you keep track of how many subcomponents were needed and how many were shipped?
It should show in the JobProd table.
With queries . . . its not very difficult. You have one query that explodes your line to its component using the job details. UD field on misc ship head to link to the job. Then join on part num to get qty shipped. Qty required comes from the job.
right on
I always wanted to use sales kits.
If only sales kits supported make direct components that would be a great solution.
Yes, and I thought they did?!