EPICOR Inventory Management

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ED824905 90521-10-9257-58310600 10.0.600 Revision: May 19, 2014 5:43 p.m. Total pages: 87 course.ditaval Inventory Management Course Contents Contents Inventory Management Course.............................................................................................7 Before You Begin....................................................................................................................8 Audience.........................................................................................................................................................8 Prerequisites....................................................................................................................................................8 Environment Setup..........................................................................................................................................9 Workshop Constraints............................................................................................................................10 Overview...............................................................................................................................11 Application Setup.................................................................................................................12 Company Configuration................................................................................................................................12 Site Configuration Control.............................................................................................................................12 Site Maintenance...........................................................................................................................................13 Maintenance Programs..................................................................................................................................14 Warehouse Maintenance........................................................................................................................14 Additional Warehouse Programs......................................................................................................14 Warehouse Zone Maintenance.................................................................................................14 Warehouse Team Maintenance................................................................................................15 Warehouse Team Attribute Maintenance..................................................................................15 Warehouse Bin Maintenance..................................................................................................................16 Additional Warehouse Bin Programs................................................................................................16 Warehouse Bin Size Group Maintenance..................................................................................16 Warehouse Bin Attributes Maintenance....................................................................................16 Workshop - Create a Warehouse and Bin........................................................................................17 Bin Setup Wizard....................................................................................................................................18 Workshop - Bin Setup Wizard..........................................................................................................18 UOM Maintenance.................................................................................................................................19 Workshop - Define Unit of Measure Codes (English Measurements).................................................20 Workshop - Define Unit of Measure Codes (Metric Measurements)..................................................21 UOM Class Maintenance........................................................................................................................22 How UOM Classes Determine Allowable UOM Code Selections for Transaction Quantity Entries......23 Workshop - UOM Class Code..........................................................................................................25 Create a UOM Class Code........................................................................................................25 Add UOM Conversions (English Measurements)........................................................................26 Add UOM Conversions (Metric Measurements).........................................................................26 Part Class Maintenance...........................................................................................................................27 Workshop - Create a Part Class.......................................................................................................27 Product Group Maintenance...................................................................................................................28 Part Maintenance...................................................................................................................................29 Part Maintenance Sheets.................................................................................................................30 Workshop - Create Part Records......................................................................................................31 Create a Purchased Part...........................................................................................................31 Epicor ERP | 10.0.600 3 Contents Inventory Management Course Add Site Details for the Part.....................................................................................................33 Approved Supplier Maintenance......................................................................................................34 Workshop - Designate Approved Suppliers...............................................................................34 Workshop - Create a Multiple UOM Part..........................................................................................35 Part Tracker............................................................................................................................................36 Daily Inventory Processing...................................................................................................38 Quantity Adjustments....................................................................................................................................39 Workshop - Quantity Adjustments..........................................................................................................39 Enter Initial Inventory Quantities......................................................................................................39 Adjust Miscellaneous Quantity.........................................................................................................40 Verify Quantity Adjustments in Part Transaction History Tracker.......................................................40 UOM Split/Merge...........................................................................................................................................41 Workshop - Split Inventory......................................................................................................................41 Issue Miscellaneous Material..........................................................................................................................42 Workshop - Issue Miscellaneous Material................................................................................................42 Receipt and Shipment Processing...................................................................................................................43 Receipt Processing..................................................................................................................................43 Workshop - Receive a Purchase Order..............................................................................................43 Workshop - Create a Mass Receipt..................................................................................................44 Shipment Processing...............................................................................................................................45 Sales Order Pick List.........................................................................................................................45 Workshop - Ship a Sales Order........................................................................................................46 Create a Pack ID.......................................................................................................................46 Create a Pack Line....................................................................................................................46 Print a Packing Slip...................................................................................................................47 Workshop - Review the Material Transaction Detail Report..............................................................47 Issuing Materials to Jobs................................................................................................................................48 Cut Lists Report......................................................................................................................................48 Pick List for Jobs.....................................................................................................................................48 Workshop - Create a Job Picklist......................................................................................................49 Issue Material.........................................................................................................................................49 Workshop - Issue Job Material.........................................................................................................50 Mass Issues to Manufacturing.................................................................................................................50 Workshop - Issue Material for a Multi-Level Part..............................................................................51 Issue Assembly........................................................................................................................................51 Receiving Completed Jobs..............................................................................................................................52 Job Receipt to Inventory..........................................................................................................................52 Workshop - Receive Completed Job Quantities to Inventory.............................................................52 Job Receipt to Job...................................................................................................................................53 Job Receipt to Salvage............................................................................................................................53 Job Tracker.............................................................................................................................................54 Inventory Returns...........................................................................................................................................55 Return Material.......................................................................................................................................56 Workshop - Return Items to Stock...................................................................................................56 Return Miscellaneous Material................................................................................................................57 4 Epicor ERP | 10.0.600 ............................................................................................................................................Post Counts............................................................................................................................57 Inventory Transfer...........................................................................................................................................................................................................................................74 Print Unreturned/Voided Tags Report..Void Blank Tags.................................................78 Workshop ..........................................................76 Void Tags by Part.......64 Count Discrepancy Reason Codes..................71 Count Tag Entry.........................................................................................................................................67 Cycle Count Period Definition......................................................63 Workshop .................................................................................................................................Count Tag Entry...............................63 Stock Valuation Calculations.....................................................................................................................................................................................Calculate ABC Codes............................................................................................................................................................................66 Cycle and Physical Count Processing.........................................................................................................................Void Count Tag....65 Workshop ..................................................................................................................................................................................83 Epicor ERP | 10.......................................................................................................................77 Workshop .....................................76 Void Blank Tags..............78 Post Counts.................................................................................................Define a Cycle Schedule and Select Parts for Counting..................................................................................................................74 Count Variance Calculation/Report................................................................Generate Count Tags...........................................................................79 Workshop .........................................................................................................................68 Cycle Count Schedule Maintenance....................................................................................................................................................................................................................................................................................76 Workshop ................................................................................................................................................................................................................................................................................................................75 Perform Tag Maintenance..............................................................................Transfer Parts........59 Application Setup..............................................................61 ABC Code Maintenance...79 Count Processing............71 Workshop .................................74 Workshop ......58 Workshop .......................0.............Inventory Management Course Contents Return Assembly..............Modify Discrepancy Reason Codes.......................................................................................................................80 Inventory Reporting.................................................................................................Add Parts to Cycle Count Schedule.............Review Existing ABC Codes.............................................................62 Cascading Count Parameters.........................................62 Calculate ABC Codes................................................................................................72 Workshop ..........................................................................................................58 Cycle and Physical Counting........600 5 ...........73 Print Reports.................................77 Count Discrepancy Reason Code Entry...............................................................................................................Enter Discrepancy Reason Codes.................................................................................................................Print Reports...............................................66 Initialize Last Cycle Count Dates.....................81 Conclusion.....................................................................................................Define a Cycle Period................................................................................................................68 Perform Part Selection.......69 Workshop ....63 ABC Code Assignment...................................................................................................70 Workshop .................................67 Workshop ...................61 Workshop ...................76 Generate Recount Tags....................70 Generate Tags..........................................................................................................................................................................67 Cycle Counts versus Full Physical Inventory Counts........................................................................................ ...600 ............84 6 Epicor ERP | 10.................................0................................................................................................................................................................................84 Transaction Types.Contents Inventory Management Course Appendix........................................... receipts.Inventory Management Course Inventory Management Course Inventory Management Course This course provides an overview of the entire inventory management process. • Generate warehouse bins using the Bin Setup Wizard. • Perform inventory transactions such as quantity adjustments.0. • Define Unit of Measure (UOM). job material issuance. Epicor ERP | 10. work in process (WIP) as well as finished goods inventory quantities and costs. Upon successful completion of this course. UOM Class. returns and transfers. Use this module to update and maintain raw materials. you will be able to: • Define user-definable company and site parameters that govern Inventory Management processing. • Create new parts using Part Maintenance and identify important inventory data fields. • Describe what inventory reporting options are available in Epicor ERP. • Create new warehouses and warehouse bins using Warehouse Maintenance and Warehouse Bin Maintenance. • Configure and process a cycle count to maintain accurate inventory counts.600 7 . part class and product group codes for assignment on part records. order shipments. The course also covers the manufacturing plan and shipment of parts to a customer. This course emphasizes the series of processes that make up the quote to cash process by using a simple scenario to highlight various transactions. Audience Specific audiences will benefit from this course. You begin with how to create a quote. process it as an order.This course introduces navigational aspects of the Epicor application's user interface. • System Flow Course -This course introduces a basic quote to cash scenario that includes the process from the initial customer quote to final cash receipts and payment of supplier invoices.Before You Begin Inventory Management Course Before You Begin Read this topic for information you should know in order to successfully complete this course. It is also important you understand the prerequisite knowledge contained in other valuable courses. as well as how to process invoices. Your organization may have more complex processing routines than those described in this course. • Recommended Knowledge Camp Course .Classic Menu and Modern Shell Menu.0.600 .com. 8 Epicor ERP | 10. Designed for a hands-on environment. • Navigation Course . • Cost Accountant • Shipping and Receiving • Material Handler • Production Manager Prerequisites To complete the workshops in this course. enter cash receipts. the necessary modules must be licensed and operating in your training environment. general navigation principles and techniques available in two user interface modes . and fill the order across production planning and purchasing.This course provides a high level overview of the quote to cash flow through the Epicor application. Workshops focus on each of these modes and guide you through each navigational principle introduced. and generate supplier payments. contact your Epicor Customer Account Manager at EpicorCAM@epicor. For more information on the modules available. From the Main menu. • The Epicor demonstration database is at the same service pack and patch as the Epicor application. production environment) and is not periodically refreshed. If the Epicor demonstration database is shared with multiple users (that is. unexpected results can occur. production environment. 2. then you will not be able to ship the sales order. in which the Epicor demonstration database is found. Do not complete the course workshops in your live.Inventory Management Course Before You Begin Environment Setup The environment setup steps and potential workshop constraints must be reviewed in order to successfully complete the workshops in this course. select Change User. he or she must also download the corresponding Epicor demonstration database from EPICweb > Support > Epicor > Downloads and install it. the database is located on a server and users access the same data. 3. From the Main menu. much like your live. If your system administrator upgrades your Epicor application to a new service pack or patch. and so on. but Epicor cannot prevent users from manipulating the data in your installation of the Epicor demonstration database. enables you to experience Epicor functionality in action but does not affect data in your live. customers. 1. sales orders.0. 4. Your Epicor training environment. select the company Epicor Education (EPIC06). • Your system administrator restored (refreshed) the Epicor demonstration database prior to starting this course. from the Options menu. If you are logged into your training environment as a different user. Contact Support or Systems Consulting for billable assistance. The following steps must be taken to successfully complete the workshops in this course. select the Main site. Epicor's education team updates the Epicor demonstration database for each service pack and patch. Note It is recommended that multiple Epicor demonstration databases are installed. Verify the following or ask your system administrator to verify for you: • Your Epicor training icon (or web address if you are using Epicor Web Access) points to your Epicor training environment with the Epicor demonstration database installed. already defined. Log in to the training environment using the credentials manager/manager. If this is not performed. but a different user already completed this workshop and the Epicor demonstration database was not restored (refreshed). For example. Epicor ERP | 10. unexpected results can occur when completing the course workshops. production environment. Epicor's education team has written the course workshops to minimize situations like this from occurring. The Epicor demonstration database comes standard with parts. if a course workshop requires you to ship a sales order that came standard in the Epicor demonstration database.600 9 . Perform Tag Maintenance • Workshop .Count Tag Entry • Workshop .Generate Count Tags • Workshop .600 .Return Items to Stock Cycle Counting Due to the logic of performing a cycle count. a detailed explanation of the workshop constraints is documented in the workshop itself.Post Counts • Workshop .Issue Job Material • Workshop .Enter Discrepancy Reason Codes • Workshop .Before You Begin Inventory Management Course Workshop Constraints Below is a list of workshops in this course that can be performed only once in each instance of a restored (refreshed) database. the cycle counting process cannot be executed more than once in any given sequence or schedule. Where applicable.0.Define Cycle Schedules and Select Parts • Workshop . Therefore.Modify Discrepancy Reason Codes • Workshop . • Workshop .Issue Material for a Multi-Level Part • Workshop .Print Reports 10 Epicor ERP | 10. Issuing Inventory Material • Workshop . the cycle counting workshops in this course cannot be completed by more than one person in a shared database. received to stock. In the bill of materials (BOM). custom serial formatting. Inventory Management Terminology • Assembly Assembly defines all the manufactured components or parts required to make each part for the customer. • Expense Items These are ordered items consumed in the manufacturing process and are not considered inventory. assemblies are identified as materials that must be pulled as an assembly. and serial number tracking • Lot control and tracking Note The cross-referencing. subcontract and burden cost tracking • Inventory transfer • Job material issuance • Cycle and physical counting • Detailed transaction tracking and reporting • Internal. make-to-order (MTO) or make-to-stock (MTS). these transactions result in revenue and are posted to the general ledger (GL). • Material Material identifies all the raw materials required to make each part produced. customer. Material information includes the part number. and on-hand requirements. Assemblies are identified separately from the raw materials in Job Entry and Opportunity/Quote Entry.0. • Finished Good This is a complete part ready for shipment. quantities. Some of these features are covered in other Epicor courses. Epicor ERP | 10. labor. • Parent Assembly This is an assembly that consist of two sub-assemblies. Inventory Management Features • Unit of measure (UOM) quantity conversions and tracking • Material. quantity required. If the part number exists in Part Maintenance. or receive them directly to a job. and are not included in the basic Inventory Management course.Specialized Processing course. The primary function of this module is to manage the flow of materials from incoming purchase orders (POs) through manufacturing and shipping to the customer. including costs. an allocation is created when you enter a job material requirement. supplier. Ultimately. serial number and lot tracking topics are covered in the Inventory Management . Inventory transactions are made in the same manner regardless of the manufacturing environment. manufacturer and product code part cross-referencing • Serial control.600 11 . • Sub Assembly This is a manufactured part needed in a parent assembly. and estimated cost.Inventory Management Course Overview Overview The Inventory Management module contains detailed information related to an item. You can ship materials from stock or inventory. Specialized Processing course. When you create a company record in the Epicor application. Use the Modules > Materials > Inventory > Lot sheet to define lot attribute defaults at the company level.600 . You can create addition site records as needed in Site Maintenance. UOM rounding. Company Configuration Company Configuration defines the available options for companies in the Epicor application. once you do this. you may need to have your System Administrator give you security rights to that site in your user account. Time Management. Note Lot Tracking is covered in detail in the Inventory Management . ECO processing. This site record is the default site selected for each part you create within Part Maintenance for the current company. Shipping/Receiving.0. Menu Path Navigate to this program from the Main Menu: • System Setup > Company/Site Maintenance > Company Configuration Site Configuration Control Use Site Configuration Control to define how each plant site interacts with various functions in the Epicor application such as the Inventory Management. Important Before you can open a site record in Site Configuration Control. Use these options to customize the application to best fit each company within your organization When you install the Epicor application. and Expense Management modules. 12 Epicor ERP | 10. transfer orders and stock provision reports. one company record is created by default. inventory adjustment reasons. one site record is automatically created by default. You then use Site Configuration Control to define parameters for several application functions. you use Site Configuration Control to define operational parameters specific to that site.Application Setup Inventory Management Course Application Setup This section of the course reviews common company configuration and maintenance program factors that apply to the general inventory user. Use the sheets under the Materials tab to define system options for the following Materials modules or functions: • Inventory • Purchase • Shipping / Receiving • Serial Mask Formats The Modules > Materials > Inventory > General sheet includes user-definable parameters related to bar code printing. You use this program to define how the company interacts with the various modules you have licensed. Production Management. Inventory Management Course Application Setup The Modules > Inventory Management tab contains the following sheets you use to define the warehouses. Note Serial Tracking is covered in detail in the Inventory Management . setup the transfer order parameters the site follows when fulfilling internal sales orders.0.Contains settings for definition of physical and cycle counting parameters used with this site configuration.Contains settings for definition of the warehouses the site uses for shipping. and so on. and the Production Calendar. Site Maintenance Use Site Maintenance as needed to add additional sites for the current company. • You enter the primary information for each site in Site Maintenance. Menu Path Navigate to this program from the Main Menu: • System Setup > Company/Site Maintenance > Site Configuration Important This program is not available in the Epicor Web Access. Use the Detail sheet to indicate the Cycle Count Select Method to run for the site. Rough Cut Horizon. these designates how the site interacts with various modules in the Epicor application. DMR Processing. you use Site Configuration Control to define operational parameters specific to the site. You also indicate which warehouses are shared with other warehouses. Lastly.Contains settings for definition of the resources involved in transfer orders.Contains settings for definition of how the site handles serial number tracking. • Cycle Count . You can then set up as many sites as you need for each company within your organization. Menu Path Navigate to this program from the Main Menu: • Financial Management > Multi-Site > Setup > Site Maintenance • Material Management > Inventory Management > Setup > Site Maintenance • Production Management > Job Management > Setup > Site Maintenance Epicor ERP | 10. receiving. • You can also define the cost set. you define the serial tracking and cycling counting used for parts manufactured through each site. • Shared Warehouses . • Transfer Resources . To add more than one site record through this program.Contains settings for definition of the warehouses the site uses for shipping. • Serial Tracking . Lastly. • Transfer Definition .600 13 . you must license the Multi-Site module. DMR Processing. Parameters you define include planning parameters such as Production Preparation Time. and also indicate that this site uses the method selected on warehouse records. You also identify transfer orders by setting up the definitions for transferring part quantities and the resources involved in transfer orders. serial tracking default values and cycle count parameters for each site: • General . receiving.Specialized Processing course. and so on. transfer order definitions/resources.Contains settings for definition of how the site handles transfer orders it requests from other sites. Once you do this. which determines the costing method used for the parts manufactured at the site. Use the ABC Codes > Detail sheet to select and update the ABC codes used for cycle counting for the site. You also indicate which warehouses are shared with other warehouses. You must set up at least one warehouse before you can enter parts in Part Maintenance. The Epicor application uses bin zones primarily in the Fulfillment Workbench. You can group items in your inventory in each warehouse. regardless of their type or other attributes. A shared warehouse is a warehouse that belongs to one site in particular. You can also share the warehouse with other sites. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > Setup > Warehouse Zone 14 Epicor ERP | 10. Note Even if you do not physically have separate warehouses with multiple bins. refer to the Application Help. The Epicor application allows you to group bins together into a zone. but when you share it with one or more other sites. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > Setup > Warehouse • Production Management > Quality Assurance > Setup > Warehouse Additional Warehouse Programs The following are additional warehouse maintenance programs that exist to support the Fulfillment Workbench feature in the Inventory Management module. For a full description of all available fields.0. When you set up a warehouse. you must license the Advanced Material Management (AMM) module. you can directly issue parts from or receive parts into the warehouse from the sites with which it has been shared. For a full description of all available fields. In most cases. not all of the fields within the following master files are discussed in this course. Zone codes are then assigned to specified warehouse bins in the Zone field in Warehouse Bin Maintenance. A zone is a group of bins within a warehouse.Application Setup Inventory Management Course Maintenance Programs This section of the course discusses common maintenance programs that influence the inventory process. refer to the Application Help. Warehouse Zone Maintenance Use Warehouse Zone Maintenance to create bin zones within a specified warehouse. you should still set up logical warehouses and bins that can help you keep track of inventory within the same location. In order to set up more than one warehouse in this program. Warehouse zones can be established. usually based on similarly sized bins / products.600 . You can do this on the System Setup > Company/Site Maintenance > Site Configuration Control > Modules > Inventory Management > Shared Warehouses sheet. Warehouse Maintenance Use Warehouse Maintenance to set up warehouses. it is automatically set up in the site into which you are currently logged. Use Warehouse Team Maintenance to perform the following tasks: • Assign specific shop floor or warehouse employees to the warehouse team. These attributes detail specific aspects of each warehouse team. or used to process transactions after inventory is allocated in the Fulfillment Workbench. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > Setup > Warehouse Team Attribute Epicor ERP | 10. Receiving Qualified. transaction. • Material Management > Inventory Management > Setup > Warehouse Team Warehouse Team Attribute Maintenance Use Warehouse Team Attribute Maintenance to define attributes assigned to warehouse teams. and optionally.0. Planner Workbench bin-to-bin moves. job production. and put-aways for purchase receipts. and location. while others process pick transactions. Hand Held Expert. and zones. like Picker. The warehouse manager can assign transaction types to warehouse teams and assign priorities to those transactions. you can create warehouse teams that process put-away transactions. and so on. or transfer receipts. classes. • Identify specific bins. You must be assigned to a warehouse team in order to receive transactions to process when using the Auto-Select feature from the Handheld menu. • Identify specific warehouses in which the warehouse team can work. When work is assigned on the queue. For example. You select these items on the Attributes sheet. Warehouse teams can be assigned to allocation templates defined in Allocation Template Entry. transfer order picks. Warehouse team members can only process selected transactions for selected items in their assigned warehouses.600 15 . you can assign an inventory move transaction from (or to) a bin that requires a forklift based on this forklift attribute. Transaction types include sales order picks. You later assign these attributes to a team using Warehouse Team Maintenance. Define another attribute that denotes the forklift driver must be certified. bins. job order picks. or groups) for which the warehouse team is responsible for each assigned warehouse. items (parts. define an attribute in Warehouse Team Attributes Maintenance that denotes a forklift is required. • Assign bin attributes. • Identify the transaction types the warehouse team can process and assign a priority code that denotes the sequence in which they must be processed. For example. zones.Inventory Management Course Application Setup Warehouse Team Maintenance Use Warehouse Team Maintenance to create and define warehouse teams based on attribute/skill. Warehouse Bin Size Group Maintenance Use Warehouse Bin Size Group Maintenance to define bin size code groups that contain height. size. When work is assigned on the queue. sequence. Mobile Bin. The bin size group codes defined into the program are assigned to specific warehouse bins in Warehouse Bin Maintenance. length. For a full description of all available fields. warehouses. and use the Attributes sheet to assign user-defined warehouse bin attributes (previously defined in Warehouse Bin Attributes Setup) as needed. Menu Path You can launch this program using the Main Menu from Menu Path: Material Management > Inventory Management > Setup > Warehouse Bin Size Group Warehouse Bin Attributes Maintenance Use Warehouse Bin Attributes Maintenance to create user-defined attributes for bins. Note Refer to Customer and Supplier Managed Inventories section in the Inventory Management .0. and record inventory items owned by a specific customer or supplier. These attributes can detail specific aspects of each bin. like Large Bin. location and fulfillment parameters) for each bin. width. and volume sizing information for bins. The Type field in the Warehouse Bin Maintenance > Detail sheet designates if a particular warehouse bin is a Standard type bin or a non-standard Customer Managed or Supplier Managed type bin. These attributes can be assigned to specific warehouse bins on the Attributes sheet in Warehouse Bin Maintenance. a user-defined attribute can be defined in Warehouse Bin Attributes Maintenance that denotes that a forklift is required. zone. Important At least one bin location is required for a warehouse. control. Non-standard customer and supplier-owned inventories provide you with the ability to hold. and zones. refer to the Application Help. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > Setup > Warehouse Bin Additional Warehouse Bin Programs The Fulfilment Workbench feature provides inventory management across bins. an inventory move transaction from (or to) a bin that requires a forklift could be assigned to a user based on this forklift attribute. You use the Detail sheet to define operating characteristics (such as the description. Receiving Bin.600 .Application Setup Inventory Management Course Warehouse Bin Maintenance Use Warehouse Bin Maintenance to identify the specific bins where inventory is stored in a warehouse. and so on.Specialized Processing course for more details. type. For example. 16 Epicor ERP | 10. select New Warehouse. Click Save. Field Data Warehouse XXX-Whs (where XXX are your initials) Description XXX Warehouse (where XXX are your initials) 3. 4. Click New. 8. select Bins. create new warehouses and link new warehouse bins. From the New menu.Create a Warehouse and Bin In this workshop. Enter the following information: Field Data Bin XXX-Bin (where XXX are your initials) Description XXX Bin (where XXX are your initials) 7. 6. verify the Standard option is selected. Click Save. Exit Warehouse Bin Maintenance and Warehouse Maintenance.600 17 . Epicor ERP | 10. 9. From the Actions menu. Enter the following information:. In the Type section. Navigate to Warehouse Maintenance. Menu Path: Material Management > Inventory Management > Setup > Warehouse 1. Warehouse Bin Maintenance displays. 2. 5.0.Inventory Management Course Application Setup Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > Setup > Warehouse Bin Attribute Workshop . bin numbering format. enter CLS and press Tab after each field. enter 001 and press Tab. In the Bin Number Segments grid. • When you click Commit on the Commit sheet. Use the Selected check box and the Clear or Select All buttons to select the specific bin numbers committed to the Epicor application files. After clicking the Generate button on the Configure sheet. • Displays the proposed bin numbers in the Verify sheet. In the Length column. In the second line. enter 3 and press Tab. 8. in the Segment column. Navigate to Bin Setup Wizard. 2. In the Minimum and Maximum columns. it then generates the proposed bin numbers based on the specified parameters. select Number and press Tab. You can also create warehouse bins in Warehouse Bin Maintenance.Bin Setup Wizard In this workshop. or the Save button on the Standard toolbar. 10. The Bin Setup Wizard performs the following processing: • For the warehouse number. select Separator and press Tab throughout the remaining fields to add a third segment line. and maximum bin number generation limit specified in the Configure sheet. the utility configures the numbering sequence. in the Segment column. In the Length column. In the Minimum column. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > Setup > Warehouse Bin Setup Wizard Workshop .Application Setup Inventory Management Course Bin Setup Wizard Use the Bin Setup Wizard to mass-generate and create bin numbers for a specified set of criteria. select XXX Warehouse (where XXX are your initials). in the Segment column.0. 4. 5. 6. enter 005. 18 Epicor ERP | 10. generate a block of five bin numbers for the XXX-Whs (where XXX are your initials) warehouse created in the Workshop . In the Maximum column. 7. In the third line. Note You must define warehouses and link them to a site before you use Bin Setup Wizard to establish the bins. Menu Path: Material Management > Inventory Management > Setup > Warehouse Bin Setup Wizard 1. In the Bin Number Segments grid. the program applies the user-specified bin definition parameters against all generated bin records and formally commits them to the Epicor application files. a second segment line displays.600 . Click New. enter 3 and press Tab. 9. 3.Create a Warehouse and Bin. verify String defaults and click Tab. In the Warehouse field. Each. sales order and purchase order transactions created for a given part require entry of a UOM code. it cannot be changed once inventory balances exists for the part. KG. Creation of UOM codes in excess of two characters in length would require customization of the EDI Import and EDI Export programs to handle processing of the longer UOM codes. Navigate to the Commit sheet. TONS). you should limit the length of the UOM codes you create in this program to a maximum of two characters. These represent the units of measure in which transaction quantities are expressed in the Epicor application.600 19 . or used in any way. the Epicor application would then use the UOM code presenting Each as the default unit of measure for inventory quantity balances and production quantities.Inventory Management Course Application Setup 11. sales and purchase UOM codes to the part record using the Part Maintenance > Part > Detail sheet. sell it by the Box but purchase it by the Case. Once they have been assigned to a UOM Class code. 15. job. When processing transactions for the item. 14. LBS. you also enter a UOM code representing the weight measurement (for example. This gives the Epicor application the ability to display transaction quantities per unit of measure. Epicor ERP | 10. When selling or quoting the same item. Examples of UOM codes include weights and measures such as Cubic Centimeters. To the message. For example. • Before processing transactions for an item. You would define UOM codes for each of three units of measure. quotation. these default UOM codes can be overridden as needed for specific transactions. but can marked as Inactive to prevent further use in the Epicor application. Box and Case. Review the bin numbers proposed. Feet. When you purchase the item from a supplier. sales orders and purchase orders for the item. Click Generate. • Once a UOM code has been assigned in Part Maintenance. UOM Maintenance Use UOM Maintenance to define UOM (Unit of Measure) codes stored in the UOM master file. All UOM codes must first be defined in UOM Maintenance before you assign them to UOM Class codes in UOM Class Maintenance. 16. it would display the UOM code presenting a Case as the default unit of measure. it would display the UOM code representing a Box as the default unit of measure. 13. and also provides you with the ability to (optionally) track inventory balances for parts in multiple units of measure. All inventory. click Yes. Exit Bin Setup Wizard. Note Electronic Data Interchange (EDI) only supports two character UOM codes. you must first assign a UOM Class code (defined in UOM Class Maintenance) and primary inventory. and the default UOM codes that display when entering quotations. associate it with a UOM Class code (in UOM Class Maintenance) and then assign it to the part record. Click the Commit button. Example You might inventory and produce an item by single unit (Each). Once a UOM code has been created it cannot be deleted. 12. you assign them to specific part records using the Part Maintenance > Part > Detail sheet. If you plan on using the EDI Import or EDI Export programs. The Do you want to proceed creating the Bins? message displays. when you enter a weight for transaction. The Epicor application provides extensive unit of measure support. The Verify sheet displays. These represent the base unit of measure in which inventory balances are normally stored for the item.0. enter XXX Pint (where XXX are your initials).Application Setup Inventory Management Course Menu Path Navigate to this program from the Main Menu: • Financial Management > Accounts Payable > Setup > UOM • Financial Management > Accounts Receivable > Setup > UOM • Material Management > Inventory Management > Setup > UOM • Material Management > Purchase Management > Setup > UOM • Production Management > Engineering > Setup > UOM • Sales Management > Order Management > Setup > UOM For CRM users. enter XXX-PN (where XXX are your initials).0. Repeat steps 1 through 7 to add the following units of measure (where XXX are your initials): UOM UOM Description Symbol XXX-QT XXX Quart QT XXX-GL XXX Gallon GL 9. 8. 7. 2. 20 Epicor ERP | 10.Define Unit of Measure Codes (English Measurements) If you use metric measurements. Exit UOM Maintenance. Menu Path: Material Management > Inventory Management > Setup > UOM 1. the Main Menu appears as: • Customer Relationship Management > Order Management > Setup > UOM Workshop . In the Symbol field. In the Description field. In the Decimals field. Verify the Allow Decimals check box is selected.Define Unit of Measure Codes (Metric Measurements) in its place. 5. Click Save. Navigate to UOM Maintenance. 4.600 . 3. For metric users. In the UOM field. 6. skip this workshop and perform Workshop . enter PN. Click New. verify the value of 2 defaults. 3.600 21 .Define Unit of Measure Codes (Metric Measurements) If you use English measurements. 8. 5. Verify the Allow Decimals check box is selected. enter ML.Define Unit of Measure Codes (English Measurements) in its place. enter XXX Militres (where XXX are your initials). In the Description field. 2. In the Symbol field. 7.Inventory Management Course Application Setup Workshop . Exit UOM Maintenance. Navigate to UOM Maintenance. skip this workshop and perform Workshop . enter XXX-ML (where XXX are your initials). 6. Epicor ERP | 10. Click Save. Repeat steps 1 through 6 to add the following unit of measure (where XXX are your initials): UOM UOM Description Symbol XXX-LT XXX Litre L 9. verify the value of 4 defaults. Click New. In the Decimals field. 4.0. In the UOM field. Menu Path: Material Management > Inventory Management > Setup > UOM 1. if you stock and sell multiple parts by weight. UOM Class Maintenance eliminates the need to define the same individual UOM conversions multiple times when you create parts in Part Maintenance that require the same UOM conversions as other parts. • If you ever need to add additional UOM conversions. Case. A UOM Class consists of a defined set or bundle of alternate UOM codes (for example. Menu Path Navigate to this program from the Main Menu: • Financial Management > Accounts Payable > Setup > UOM Class • Financial Management > Accounts Receivable > Setup > UOM Class • Material Management > Inventory Management > Setup > UOM Class • Material Management > Purchase Management > Setup > UOM Class • Production Management > Engineering > Setup > UOM Class • Sales Management > Order Management > Setup > UOM Class For CRM users. Each). Pallet) that convert to a single base UOM (for example.600 .Application Setup Inventory Management Course UOM Class Maintenance Use UOM Class Maintenance to define Unit of Measure (UOM) Classes that are assigned to parts in the Part Maintenance > Part > Detail sheet. You assign a base UOM code to each UOM Class to designate how the Epicor application performs conversion from each of the assigned alternate units of measure to the base UOM. The only required element for a UOM Class is assignment of a base UOM code. • For example. you can define a single weight UOM Class that contains all possible weight UOM codes you wish to use. the Main Menu appears as: • Customer Relationship Management > Order Management > Setup > UOM Class 22 Epicor ERP | 10. you can add the new UOM conversions to the UOM Class.0. The purpose of this program is to make UOM code assignment in Part Maintenance easier in cases where the same UOM conversion factors apply to multiple parts. or are used for parts created on-the-fly. Bag. • You then assign that UOM Class to each part that requires weight UOMs. Box. The graphic below shows the UOM structure. making the new conversions immediately available to all parts configured to use that UOM Class. You must first define all UOM codes entered using UOM Maintenance. the Epicor application determines the allowable Unit of Measure (UOM) codes you can select that denote the unit of measure. order line or job. Standard Parts versus On-the-Fly Parts What is the difference between standard parts and on-the-fly parts? Standard parts are those for which you create part records using Part Maintenance. if you have defined a UOM Class called Count and assigned it to a part record. Box. is the same whether you enter a quote line. How UOM Classes Determine Allowable UOM Code Selections for Standard Parts The logic the Epicor application uses to determine the default UOM code. SUM and PUM defaults for the part record. The processing that occurs is dependent on whether you enter a standard or on-the-fly part number for the transaction. This default displays in the unlabeled field to the immediate right of the transaction quantity fields. On the Fly parts are those that do not have a standard part record. • Enter the quote quantity into the Order Quantity field. When you enter a quote line into the Opportunity/Quote Entry > Lines > Detail sheet: • You enter a standard or on-the-fly part number for the quoted item into the Part field. • In the drop-down list to the right of the Order Quantity field. typically for a single instance. Epicor ERP | 10. quote or produce. • Enter the order quantity into the Order Quantity field in the Sales Order Entry > Lines > Detail sheet. you can assign any of the UOM codes associated with that UOM Class as the IUM. • These might include items for which you wish calculate dimensions (for example. • For example. Inventory Unit of Measure (IUM). • Enter the production quantity into the Production Quantity field. As the name suggests. Linear feet) on a case-by-case basis for specific orders or quotes. It is primarily dependent on whether you have entered a standard or On the Fly part into the Part field. you select the UOM code that designates the unit of measure in which the order quantity is being expressed. • In the drop-down list to the right of the Order Quantity field. you select the UOM code that designates the unit of measure in which the production quantity is expressed. Pallet) that convert to a single base UOM code (for example.600 23 . When you enter an order line into the Sales Order Entry > Lines > Detail sheet: • You enter a standard or on-the-fly part number for the ordered item into the Part field. quote lines or jobs). and for which you do not want to create standard part records. or you configure per customer specification using functions in the Configuration module. • Part records include a UOM Class. you use On the Fly parts for items you sell. Each). and allowable UOM code selections for transaction quantities. Bag.Inventory Management Course Application Setup How UOM Classes Determine Allowable UOM Code Selections for Transaction Quantity Entries A UOM Class consists of a defined set or bundle of alternate UOM codes (for example. When entering transactional quantities (sales order lines. default Sales Unit of Measure (SUM) and default Purchase Unit of Measure (PUM) you designate for the item in the UOM Class and Primary UOMs fields in Part Maintenance > Part > Detail sheet. Case. they are items you manufacture on a one time basis (usually per customer request) and do not regularly stock. • In the drop-down list to the right of the Production Quantity field. • Typically.0. When you enter a job into Job Entry: • You enter a standard or on-the-fly part number for the item being produced into the Part field. you select the UOM code that designates the unit of measure in which the quote quantity is being expressed. no default UOM code displays in this field. the default UOM code can be overridden with any of the UOM codes you have assigned to that UOM Class in the UOM Class Maintenance > UOMs sheet. the Epicor application performs conversions from the selected unit of measure to the base unit of measure defined for the UOM Class in the UOM Class Maintenance > Detail sheet. Weight or Volume) has been defined in the UOM Class Maintenance > Detail sheet. the default UOM code (that displays in the unlabeled field to the immediate right of the transaction quantity fields) is dependent on the setting of the System Default check box in the UOM Class Maintenance > Detail sheet: • If the System Default check box has been selected for one of your defined UOM classes.Application Setup Inventory Management Course If you enter a standard part. Case) that are associated with that UOM Class. The unit of measure conversions (if any) the Epicor application performs for a transactional quantity entry are dependent on whether you select a UOM code associated with an On The Fly type UOM Class. Time. you can select any of the associated UOM codes (for example. the default is the UOM code you assign to the part in the Primary UOMs . • If the UOM class assigned to the part record has been defined in the UOM Class Maintenance > Detail sheet with one of the system-assigned standard class types (Area. Time. Note These are the only selections that appear in the drop-down lists to the right of the transaction quantity fields. Weight or Volume) or an Other class type. You can select one of the following as the unit of measure: • Any UOM code that is associated with any of the On The Fly type UOM Classes or • Any of the UOM codes for which a system-assigned standard type (Area. EA (Each) would display if has been designated as the default UOM code for the Count UOM class. the default UOM code assigned to the system default UOM class appears but can be overridden. the default is the UOM code you assign to the part in the Primary UOMs . Box. UOM codes that are associated with UOM Classes with a type of Other do not appear in the drop-down lists and cannot be selected as the transaction quantity units of measure.Rules and Setup Example Application help topic for a detailed example of how this works. Time. Example If you assigned the system-assigned Count UOM Class to the part record. Each. 24 Epicor ERP | 10. • If this check box has not been selected for any of your defined UOM classes. • For a purchase order. Example If the Count UOM class is designated as the system default.Purchase field. • For a job. the displayed default is the UOM code you assign to the part in the Primary UOMs . In effect.Inventory field. Count.Sales field. How UOM Classes Determine Allowable UOM Code Selections for On the Fly Parts If you have entered an On the Fly part. or a system-assigned standard type (Area. Note Refer to the On The Fly Classes .600 . the following logic applies: • For order or quote lines. Count.0. • These are the only selections that appear in the drop-down list. Weight or Volume): • If you select a UOM code assigned to an On The Fly UOM Class. Count. The Epicor application determines the allowable UOM code selections based on the UOM Class assigned to the standard part in the UOM Class field in the Part Maintenance > Part > Detail sheet. the displayed default is the UOM code (assigned to that UOM class) that has been designated as the default UOM code (the Default UOM check box has been selected for it in the UOM Class Maintenance > UOMs sheet). The Epicor application uses that unit of measure for related inventory. Weight or Volume). In this example. you can express the shipment quantity in Yards. Time. you can specify the shipping quantity in an alternate unit of measure. • If you select a UOM code assigned to an On The Fly UOM Class. In this example. Unit of Measure Conversions The unit of measure conversions (if any) the Epicor application performs for a transactional quantity entry are dependent on whether you select a UOM code associated with an On The Fly type UOM Class. Note When you ship the item. From the New menu. system-assigned standard type (Area. Example You select the UOM code for Feet (which is part of the system-assigned standard type Length UOM Class) as the unit of measure for a quote or order line. you can express the shipment quantity in Yards. Count. Important All UOM codes must first be defined in UOM Maintenance before they are used in other programs such as UOM Class Maintenance and Part Maintenance. job and purchasing transactions (all are expressed in Feet). as long as it is associated with the same UOM Class. The Epicor application allows a part to have multiple UOMs. Note Refer to the On The Fly Classes .Inventory Management Course Application Setup • If you select a UOM code assigned to a UOM Class with a system-assigned standard type. Menu Path: Material Management > Inventory Management > Setup > UOM 1. or a user-assigned type of Other).0. Workshop .Rules and Setup Example Application help topic for a detailed example of how this works. the Epicor application uses that particular unit of measure as the unit of measure for all related transactions.600 25 .UOM Class Code In this workshop. Create a UOM Class Code Navigate to UOM Class Maintenance. select New UOM Class. if it is a valid unit of measure for the Length UOM class. No conversions to a base UOM are performed in this case. No conversions to a base UOM are performed in this case. In the Class ID field. • If you select a UOM code assigned to a UOM Class with a system-assigned standard type. you can specify the shipping quantity in an alternate unit of measure. create a UOM Class and add the UOM codes you defined in the previous workshop. job and purchasing transactions (all are expressed in Feet). Epicor ERP | 10. the Epicor application uses that particular unit of measure as the unit of measure for all related transactions. enter XXX-Fluid (where XXX are your initials). 2. if it is a valid unit of measure for the Length UOM class. The Epicor application uses that unit of measure for related inventory. the Epicor application performs conversions from the selected unit of measure to the base unit of measure defined for the UOM Class in the UOM Class Maintenance > Detail sheet. Example You select the UOM code for Feet (which is part of the system-assigned standard type Length UOM Class) as the unit of measure for a quote or order line. Note When you ship the item. as long as it is associated with the same UOM Class. select New UOM Conversion. and then enter .Add UOM Conversions (Metric Measurements) in its place. select New UOM Conversion. In the Class Type field. In the Conversion Factor field. In the UOM Code field. 3. select New UOM Conversion.5 in the next field. When you enter the first UOM code for a given UOM class. 2. From the New menu. 5. skip this workshop and perform Workshop .125 in the next field. select New UOM Conversion. 4. When you select Other. In the UOM Code field. In the Conversion Factor field. skip this workshop and perform Workshop .125 equals 24 Pints). 8. 26 Epicor ERP | 10. and then enter . 3. 2. Verify that the Base UOM and Default UOM check boxes are selected. In this case. Click Save and exit UOM Class Maintenance.600 . 5. Add UOM Conversions (Metric Measurements) If you use English measurements.Add UOM Conversions (English Measurements) in its place. select XXX-PN (where XXX are your initials). This field identifies the factor used to calculate the quantity conversion between the UOM code and the base UOM. enter XXX Fluid Volume (where XXX are your initials). 1. select Divide. 6. In this case. the Epicor application automatically selects these check boxes. 1. The Base UOM check box specifies if this UOM code is the base unit of measure for this UOM Class. select Divide. The Default UOM check box identifies this UOM code as the default unit of measure for this UOM Class. 9. From the New menu. select XXX-QT (where XXX are your initials). 7. In the UOM Code field. the Epicor application automatically selects these check boxes. it is normally assigned to the first UOM code entered for a UOM Class. The Default UOM check box identifies this UOM code as the default unit of measure for this UOM Class. Verify that the Base UOM and Default UOM check boxes are selected. Click Save. 4.0. 1 Quart equals 2 Pints.Application Setup Inventory Management Course 3. The Base UOM check box specifies if this UOM code is the base unit of measure for this UOM Class. select XXX-GL (where XXX are your initials). select XXX-ML (where XXX are your initials). From the UOM Code field. it allows for creation of user-defined UOM class codes. Add UOM Conversions (English Measurements) If you use metric measurements. 3 Gallons divided by . 10. When you enter the first UOM code for a given UOM class. 1 Gallon equals 8 Pints (for example. From the New menu. From the New menu. select Other. In the Description field. 5. 6. Navigate to Part Class Maintenance. but use them when it is important to classify inventory materials for reporting purposes.Create a Part Class In this workshop. Menu Path Navigate to this program from the Main Menu: • > Item Class • Material Management > Inventory Management > Setup > Part Class • Material Management > Purchase Management > Setup > Part Class • Production Management > Engineering > Setup > Part Class • Production Management > Job Management > Setup > Part Class • Production Management > Material Requirements Planning > Setup > Part Class • Production Management > Quality Assurance > Setup > Part Class • Sales Management > Configurator Management > Setup > Part Class • Sales Management > Order Management > Setup > Part Class For CRM users. Part classes are not required in the Epicor application. In the Description field. Epicor ERP | 10. 7. select New UOM Conversion. In the Part Class field. enter XXX (where XXX are your initials). From the New menu. enter XXX Fluid Inventory (where XXX are your initials).0. From the New menu. 2. select XXX-LT (where XXX are your initials).001 equals 1. and then enter . Part Class Maintenance Use Part Class Maintenance to establish part classes for inventory parts. In the UOM Code field. Part classes are assigned to each part in Part Maintenance.250 Militres). Click Save and exit UOM Class Maintenance. In the Conversion Factor field. the Main Menu appears as: • Customer Relationship Management > Configurator Management > Setup > Part Class • Customer Relationship Management > Order Management > Setup > Part Class Workshop . In this case. Menu Path: Material Management > Inventory Management > Setup > Part Class 1.Inventory Management Course Application Setup 4. Example If you have three distinct types of raw materials. 3. 1.001 in the next field. select Divide. select New Part Class. This field identifies the factor used to calculate the quantity conversion between the UOM code and the base UOM.25 Litres divided by . establish three part classes to review the stock status and other inventory reports for the different types. create a part class. 1 Litre equals base units of 1000 Militres (for example.600 27 . Product group definition examples include: • Customer ID (Edwards International) • Product Line (Televisions) • Product Type (Configured Parts) • Any combination of each (Edwards International . In the Buyer field.Application Setup Inventory Management Course 4. This specifies the action the Epicor application should take if transactions against parts in this part class cause the on-hand quantity of any of the parts to go negative. In the Supplier field. 8. For example. 9. None denotes that no messages should be displayed. You assign product groups to specific parts using the Group field in the Part Maintenance > Part > Detail sheet. Product Group Maintenance Use Product Group Maintenance to set up product groups.600 . You can also use product groups to define the General Ledger (GL) controls used to capture work-in-process (WIP) and cost-of-sales (COS) information. You can also link sites to each product group. but processing can continue. Click Save and exit Part Class Maintenance.0. From the New menu. if you manufacture two different product lines.Configured Parts) Product groups define the general ledger account numbers used during Accounts Receivable (AR) invoicing. The Approved Supplier Maintenance window displays. however. select New Approved Supplier. Product groups are not required by the Epicor application. 5. which classify the different types of parts you store in inventory and sell to customers. Stop denotes that an error message should display and processing cannot continue. you can define multiple planners for each product group. Click the Approved Suppliers button. you may want to use them to help organize financial and sales analysis reports. however. Thus. search for and select Gecco Steel. and Returns can be defined within each group. Menu Path Navigate to this program from the Main Menu: • Financial Management > Accounts Receivable > Setup > Product Group • Financial Management > Deferred Revenue Accounting > Setup > Product Group • Material Management > Inventory Management > Setup > Product Group • Production Management > Engineering > Setup > Product Group • Production Management > Job Management > Setup > Product Group 28 Epicor ERP | 10. Click Save and close the Approved Supplier Maintenance window. 10. These classifications are used for General Ledger (GL) and sales analysis purposes. each site detail can specify a planner. select Brian Howard and click Save. you can assign parts within each line to a specific group. 7. You can also define an overall planner for each product group. 6. the GL controls defined within Company Configuration are used instead. select Warn. Discounts. Warn denotes that an error message should display. In the Negative Quantity Action pane. If you do not define these GL controls on the product group. The account numbers for Sales. as each record requires little data and can save you data entry time later. all sites within the company can access the part and use it on jobs. purchases. purchased or manufactured parts on a bill of material must have a record set up in Part Maintenance. job. You can also select parts as materials on quote. but intended to assign a UOM code of EA (Each). Also. you inadvertently assigned a primary Inventory UOM code of BX (Box). description. Tip Most modules do not require parts to exist in Part Maintenance. When you set up a part. You also define warehouse and bin information for each part. Parts are either purchased items you use for raw materials or subassemblies.Inventory Management Course Application Setup • Production Management > Material Requirements Planning > Setup > Product Group • Sales Management > Configurator Management > Setup > Product Group • Sales Management > Order Management > Setup > Product Group • Service Management > Field Service > Setup > Product Group For CRM users. which includes unit of measure (UOM) options for sales. Menu Path Navigate to this program from the Main Menu: • > Gift Card . and Safety Stock quantities. or manufactured items you use to fill sales orders. you must instead use Part UOM Class Conversion Maintenance. If this part is included in a sales kit. Note When you are setting up part records and realize you've made a mistake assigning a UOM Class or primary inventory UOM code (in the Primary UOMs . A part record contains general information such as part number. you can make manual updates in Part Maintenance up until the time you enter a transaction for a part. once you have enter a transaction. and weight values. the Main Menu appears as: • Customer Relationship Management > Configurator Management > Setup > Product Group • Customer Relationship Management > Order Management > Setup > Product Group Part Maintenance Use Part Maintenance to enter or update part information. you can no longer manually change these fields. If you use the Engineering module.Inventory field). and search criteria. or entered an incorrect UOM Class and associated UOM codes. For example.Item • Material Management > Inventory Management > Setup > Part • Material Management > Purchase Contracts Management > Setup > Part • Material Management > Purchase Management > Setup > Part • Material Management > Supplier Relationship Management > Setup > Part • Production Management > Engineering > Setup > Part • Production Management > Job Management > Setup > Part • Production Management > Material Requirements Planning > Setup > Part • Production Management > Quality Assurance > Setup > Part Epicor ERP | 10. Refer to the Inventory Management . define these parameters as well. inventory. serial number tracking. However. Part UOM Class Conversion Maintenance is intended for use on parts that have had little to no transactional usage in Epicor ERP. Maximum. Each part record contains crucial data you may need for purchase or production needs.600 29 . but it is recommended that you enter parts in this program.0. or part methods of manufacturing. including Minimum.Specialized Processing section of the course for more details. non-stock classifications. a part record defines inventory information. located on the System Maintenance > Utilities menu. manufacturing information. Part > Sites > Detail Use the Part > Sites > Detail sheet to specify site information about the part. and Universal Product Code (UPC-12) product codes for a specific part and UOM. • Reviewing on-hand inventory bin quantities for a part in a selected warehouse. Part > Sites > Warehouses Use the sheets under the Warehouses tab to enter and update warehouse information associated with the current site. Part > Revisions > Detail Use the Part > Revisions > Detail sheet to establish revisions for the current part. This includes: • Specifying parameters that designate how material requirements for the part should be replenished in a specified warehouse. 30 Epicor ERP | 10. You can also establish Global Trade Item Number (GTIN-14). specifying cycle count intervals. EAN-13 and EAN-14). Parts can be unique by company and site. • Entering count parameters for specific parts in specific warehouses. or warehouse bin.0. and value tolerances. transfer information. the Main Menu appears as: • Customer Relationship Management > Configurator Management > Setup > Part • Customer Relationship Management > Order Management > Setup > Part Part Maintenance Sheets The following are some of the more important sheets in Part Maintenance that directly impact inventory processing in the Epicor application. percent. You must set up part revisions if you implement the Engineering module. A part can be labeled as a stocked item in one site and a non-stock item in another. and quantity. Part > UOMs > Detail Use the UOMs > Detail sheet to view unit of measure (UOM) information and to enter UOM conversion. using the Kanban or Replenishment Workbench (distribution replenishment) functions in the Epicor application. Part > Detail Use the Part > Detail sheet to set up new part records and to modify the main details of existing part records. These include setting ABC codes. This becomes the default bin number displayed in the Bin field in Inventory Management programs. • Designating the default bin that should appear for inventory transactions entered for a part and warehouse.Application Setup Inventory Management Course • Sales Management > Configurator Management > Setup > Part • Sales Management > Demand Management > Setup > Part • Sales Management > Order Management > Setup > Part • Service Management > Field Service > Setup > Part For CRM users. and purchasing information. ordering information. When you enter or scan these product codes in any Part field. This information includes the site name. net volume. European Article Number (EAN-8. and can be overridden as needed. the application replaces it with the associated part number.600 . associated primary warehouse. select XXX Fluid Volume (where XXX are your initials). In the Description field.0.These are parts you normally purchase from external suppliers and use as raw materials.Inventory field. select XXX-QT (where XXX are your initials) if you set up English measurements in the previous Unit of Measure workshops. In the Primary UOMs . If you set up UOM codes using Metric measurements. This indicates if you normally purchase or manufacture this part. Epicor ERP | 10. select New Part. such as type or measurements. you can override it for specific sales or quote transactions. select XXX-ML (where XXX are your initials). This is the unit of measure in which this item is normally purchased. 4. • Manufactured .Purchasing field. • Purchased .Inventory Management Course Application Setup Workshop . You can select to manufacture any part marked as purchased or manufactured. The part number contains a series of characters that uniquely identifies this part. In the Primary UOMs . enter BR-XXX (where XXX are your initials). • Sales Kit . From the New menu. or sell it as a sales kit. enter XXX Oil Machine (where XXX are your initials). In the Part field.These are parts you normally manufacture and sell to your customers. Menu Path: Material Management > Inventory Management > Setup > Part 1. If you set up UOM codes using Metric measurements.600 31 . 2. select XXX-PN (where XXX are your initials) if you set up English measurements in the previous Unit of Measure workshops. If creating a new part. Once a new part is assigned a UOM Class and is saved or used on a transaction in the Epicor application. If you set up UOM codes using Metric measurements. When a part is flagged as a sales kit item. 5. 3. select XXX-LT (where XXX are your initials). Create a Purchased Part Navigate to Part Maintenance. select Purchased. create two new purchased parts and add related purchasing details. This becomes the default UOM codes for this item but you can override it for specific inventory transactions. In the Type field. select XXX-QT (where XXX are your initials) if you set up English measurements in the previous Unit of Measure workshops. select XXX-LT (where XXX are your initials). 8. This is the unit of measure in which this item is normally issued. enter a meaningful identifier for the part number. In the Primary UOMs . Type can be used as a selection criteria on various reports and searches. This is the active UOM Class you assign to this part number. 7. 6. the sales kit parameters become available.Create Part Records In this workshop. This is the unit of measure in which this item is normally sold or quoted. It does not restrict the use of the part in any way.Sales field.These are sales kit parts that are sold together as a sales kit. you can override it for specific purchase transactions. You can assign any of the UOM codes associated with the UOM Class specified in the UOM Class field. you can only change the assigned UOM class code using Part UOM Class Conversion Maintenance. In the UOM Class field. this means the part is not normally stocked. 12. therefore. The Epicor application uses the part class to identify various types of inventory parts. this indicates all requirements are satisfied from inventory and creates allocations to pull the sales kit on the date needed. Verify that the Non-Stock Item check box is cleared. this indicates all requirements are satisfied from inventory and creates allocations to pull the material on the date needed. 10. maximum. all requirements are satisfied by jobs. this means the part is not normally stocked. This check box determines how requirements are satisfied for the part. If the requirement is from another part (for example.00. select Component Parts. In the Sales Unit Price field. If the requirement is from a sales order. A product group classifies groups of finished goods inventory parts. and safety stock levels. This identifies the product group to which this part is assigned. This creates a purchasing suggestion for the part.600 . therefore. maximum. enter 5. Select the Quantity Bearing check box. therefore. • If a sales kit is marked as a stock item. and safety stock levels. When you select this check box.Application Setup Inventory Management Course 9. In the Group field. Both purchased and manufactured parts can be either stocked or non-stocked.0. all requirements are satisfied by jobs. You do not need to enter a sales unit price. as well as requirements from sales orders or jobs. • If a manufactured part is marked as a non-stock item. This identifies the price at which you ordinarily sell this part. • If a purchased part is marked as a stock item. this indicates all requirements are satisfied from inventory and creates allocations to pull the material on the date needed. the current part is a sub-assembly). maximum. select XXX Fluid Inventory (where XXX are your initials). the demand is satisfied by creating a sub-assembly level on the same job. If the requirement is from a sales order. 32 Epicor ERP | 10. • If a manufactured part is marked as a stock item. that sales order is linked to a job which satisfies the demand. as well as requirements from sales orders or other jobs. Requirements include any minimum. this means the part is not normally stocked. but you can use them to classify inventory materials for reporting purposes. as well as requirements from sales orders or other jobs. Requirements include any minimum. 13. all requirements are satisfied by purchase orders linked to the job that created the requirement. Product groups are important because they provide the following functions: • Categorizes sold items • Sorts reports by what is sold • Directs a revenue stream in the general ledger (GL) 11. Requirements include any minimum. you should only enter it if this is a part you sell on a routine basis. • If a sales kit is marked as a non-stock item. and safety stock levels. but you can use them to classify groups of inventory parts for reporting purposes. its default description displays (just like stocked items) when you enter the associated part number on an order or a job. • If a purchased part is marked as a non-stock item. In the Class field. that sales order is linked to a job that satisfies the demand. Product groups are not required in the Epicor application. it indicates that this part is not normally stocked within your inventory. This identifies the part class to which this part is assigned. Part classes are not required in the Epicor application. If you enter a non-stocked part in the Part Master file. 600 33 . it does not need to be issued to a job or generate demand. 6. 13. In the Primary Warehouse field. 7. 10. Specifies the minimum amount of inventory that should be on hand for this part. 11. 12. and material requirements on jobs. enter 5. Navigate to the Part > Sites > Warehouses > Primary Bin sheet. or transfer it. select XXX Warehouse (where XXX are your initials). Navigate to the Part > Sites > Warehouses > Detail sheet. The Epicor application uses the primary warehouse as the default in many programs. over their Max On-Hand quantity. purchase order line items. Navigate to the Part > Sites > Detail sheet. This is a required field. • You can use a non-quantity bearing part in a BOM. sell. select New Warehouse. and also purchase. 8. From the New menu. Add Site Details for the Part 1. In the Bin field. Clear the check box if the Epicor application should not maintain on-hand inventory balance information for the part. search for and select bin XXX-Bin (where XXX are your initials). 9.0. Click Save. Identifies the primary warehouse for the part in this site. You can use the Time Phased Material Requirements report to review which parts are under their Min On-Hand quantity. enter 20. In the Min On-Hand field. Epicor ERP | 10. This is the warehouse where the part is typically manufactured or stocked. Specifies the maximum quantity of inventory that should be on hand for this part. and can be overridden as needed. The related transactions. In the Warehouse field. or are forecasted to drop below their safety stock quantities. In the Part Maintenance tree view. Remain in Part Maintenance. select the XXX Warehouse warehouse you just added. In the Max On-Hand field. This designates the default bin that should appear for various inventory transactions entered for this part and warehouse. 14. 3.Inventory Management Course Application Setup When you select this check box. will never update on-hand quantity for the part. search for and select XXX Warehouse. This value is used to alert you the inventory quantity is too high. This becomes the default bin number that displays in the Bin field in Inventory Management programs such as Inventory Transfer. Since the part is expensed at receipt. however. 15. Inventory transactions to and from stock change the inventory balance of the part. • You would typically clear the check box if you were setting up a miscellaneous part that is expensed upon receipt and so it is not practical to keep accurate inventory levels. enter 2. Click Save. Click Save. it indicates that the Epicor application supports full inventory functionality for the part. 2. 4. In the Safety Stock field. Identifies the part stock quantity that provides some safety against unforeseen problems. such as entry of sales order line items. 5. verify that BR-XXX (where XXX are your initials) appears as the default. and.0. In the Lead Time field in the Purchasing section. purchase suggestion. Remain in Part Maintenance. Select the Re-Order to Max check box. or re-order it if the inventory falls below the Safety Stock quantity plus the Min On-Hand quantity. This defines the number of days that pass between the day the purchased parts are ordered from a supplier and the day the parts arrive at the site. You can select the default supplier and purchase point used on generated PO suggestions on purchased part records. or unfirm job to satisfy this inventory demand.600 . select New Approved Supplier. This indicates that the Epicor application should bring the inventory level for the part up to the Max On-Hand quantity. ABC Metals appears in the Name field. This value is used by MRP to calculate the Order By Date on a purchase order suggestion. select Approved Suppliers.Designate Approved Suppliers Designate A-Z Metals and ABC Metals as approved suppliers for the part you created in the Create a Purchased Part workshop. In the Part field. 5. In the Supplier field. Each part-site detail record can have two default suppliers -. 17. 18. In the Part field. From the Actions menu. In the Supplier field. Click Save. 7. Click Save. 9. search for and select ABC Metals.one supplier for normal purchases and other supplier for urgent planning. In the Supplier field in the Purchasing section. like a job material. 8. 4.Application Setup Inventory Management Course MRP uses this value to generate additional inventory demands when the On-Hand Quantity is less than the Safety Stock value. Workshop . and then subtracting this Lead Time value from it. if applicable. This customer is only linked to the selected part within this approved supplier entry. Use this field to enter the supplier you wish to use on most PO suggestions. select New Approved Supplier. 3. 2. Approved Supplier Maintenance Use the Approved Suppliers option on the Part Maintenance Actions menu to establish approved suppliers for a part. 15. 16. 1. The Epicor application does this by pulling the Need By Date from a demand record. 6. search for and select A-Z Metals. From the New menu. search for and select Gecco Steel. From the New menu. 34 Epicor ERP | 10. It will generate a job suggestion. 14. verify that BR-XXX (where XXX are your initials) appears as the default. enter 5. the customer associated with this supplier. Click Save. 2. create a new part for machine shop oil that is purchased in box increments and used by a single can. 11. Close Approved Supplier Maintenance. Navigate to the Part > Sites > Warehouses > Primary Bin sheet. or if the Epicor application should store and track inventory balances for the part in multiple units of measure (for example. select XXX Warehouse (where XXX are your initials). Feet. Workshop . The default value for this check box is cleared. In the Part Maintenance tree view. Each. Click Save. 4. you can clear it only if no inventory balances exist on the part. This check box is not available for use for parts flagged as serial tracked.Create a Multiple UOM Part In this workshop. From the New menu. Remain in Part Maintenance. 1. select the XXX Warehouse warehouse you just added. select New Part. Each). select New Warehouse.600 35 . In the Warehouse field. Epicor ERP | 10. 5. Enter the following information (where XXX are your initials): Field Data Part XXX-Case Description XXX Machine Shop Oil Type Purchased UOM Class Counted Inventory UOM EA Sales UOM EA Purchasing UOM BX Sales Unit Price 7.0. Once you select the check box. From the New menu. 9. Navigate to the Part > Sites > Warehouses > Detail sheet. Your response has a profound impact on how the Epicor application stores inventory for this part! You can select the check box for any part at any time. Note Take special care when determining how this check box should be answered.50 Class Shop Supplies Track Multiple UOMs Select The Track Multiple UOMs check box specifies if inventory balances for this part should be stored in a single base unit of measure (for example. 3. Click Save. Inches). 8. 7. 6.Inventory Management Course Application Setup 10. In the Safety Stock field. 14. Part Tracker Use the Part Tracker to access current information on parts in the database. search for and select Gecco Steel. Select the Re-Order to Max check box. costs. Navigate to the Part > Sites > Detail sheet. In the Bin field. 12. 21. enter 20. 20. Exit Part Maintenance. 17. enter 2. This includes information such as revisions. 13. Many of them are read-only versions of sheets that display in Part Maintenance. 16.0. locations. In the Max On-Hand field. 11.Application Setup Inventory Management Course 10.600 . Click Save. search for and select bin XXX-Bin (where XXX are your initials). In the Lead Time field in the Purchasing section. inspection. In the Min On-Hand field. enter 5. In the Primary Warehouse field. Menu Path Navigate to this program from the Main Menu: • Executive Analysis > Trackers > Part Tracker • Material Management > Inventory Management > General Operations > Part Tracker • Material Management > Purchase Contracts Management > General Operations > Part Tracker • Material Management > Purchase Management > General Operations > Part Tracker • Material Management > Shipping / Receiving > General Operations > Part Tracker • Material Management > Supplier Relationship Management > General Operations > Part Tracker • Production Management > Engineering > General Operations > Part Tracker • Production Management > Job Management > General Operations > Part Tracker • Production Management > Material Requirements Planning > General Operations > Part Tracker • Production Management > Quality Assurance > General Operations > Part Tracker • Production Management > Scheduling > General Operations > Part Tracker • Sales Management > Configurator Management > General Operations > Part Tracker • Sales Management > Customer Relationship Management > General Operations > Part Tracker 36 Epicor ERP | 10. You can use the Part Search feature to pull multiple part records into the Part Tracker. search for and select XXX Warehouse. 18. Numerous sheets are available in the Part Tracker. In the Supplier field in the Purchasing section. 15. and planning data. You cannot add or edit records in this tracker. on-hand quantities. 19. The Part Tracker also pulls in Quality Assurance information for the part. enter 5. The tracker displays only one part at a time. Click Save. Inventory Management Course Application Setup • Sales Management > Order Management > General Operations > Part Tracker • Sales Management > Quote Management > General Operations > Part Tracker • Service Management > Field Service > General Operations > Part Tracker For CRM users.600 37 . the Main Menu appears as: • Customer Relationship Management > Configurator Management > General Operations > Part Tracker • Customer Relationship Management > Sales and Marketing Management > General Operations > Part Tracker • Customer Relationship Management > Order Management > General Operations > Part Tracker • Customer Relationship Management > Quote Management > General Operations > Part Tracker Epicor ERP | 10.0. Issue Materials to Jobs Stocked material has to be issued to the job that requires it for production. Cycle and Physical Counting Cycle Count refers to a method of counting your inventory items. You can either count all items every time you do a physical inventory count (full physical). Inventory Transfer Materials can be moved (transferred) from one bin and to another within the same site. These transactions include adding and removing items from inventory using processes in the Epicor application. or you can periodically count various items (cycle count). Note Cycle counting functions in the application are based on the selection and counting of a specific number of ABC-coded parts. inventory quantities expressed in several alternate UOMs can be merged into a single UOM quantity for parts for which the Track Multiple UOMs check box is selected in Part Maintenance Issue Miscellaneous Material Miscellaneous parts can be issued from inventory for non-production purposes (for example. 38 Epicor ERP | 10. for use as a sample in a trade show).600 . Inventory Returns Material or assemblies issued from inventory may need to be returned to stock for whatever reason.Daily Inventory Processing Inventory Management Course Daily Inventory Processing This section of the course reviews inventory transaction processing that takes place during a typical work day. This process is handled on a part-by-part basis for an assembly or through a mass issue process for multi-level assemblies. The return transaction adjusts on hand quantities as well as inventory values based. UOM Split/Merge Inventory quantities expressed in a specific unit of measure (UOM) for a part can be split into one or more alternate units.0. Conversely. typically on a daily basis. Quantity Adjustments You may have to adjust on-hand inventory quantities for part master records either up or down to account for certain inventory discrepancies or to establish initial inventory balances. Quantity Adjustments In this workshop. In the Reason field. enter BR-XXX (where XXX are your initials) and press Tab. verify XXX Warehouse (where XXX are your initials) defaults. If you set up English measurements in the previous Unit of Measure workshops. Navigate to Quantity Adjustments. In the Warehouse field. 2. 11. If you set up UOM codes using Metric measurements. Epicor ERP | 10. select Add New Part. Quantity adjustments can be performed only for parts for which the Quantity Bearing check box has been selected in Part Maintenance. In the Warehouse field. select Add New Part. in the Bin field. Adjustment transactions are generated to provide a full audit trail of all quantity changes made in this program. 3. 9. 7. 10. In the Part field. Enter Initial Inventory Quantities In this workshop. In the Part field. In the Reason field. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > General Operations > Quantity Adjustment Workshop . verify XXX Warehouse (where XXX are your initials) defaults. Menu Path: Material Management > Inventory Management > General Operations > Quantity Adjustment 1. You would use this program on an exception basis to manually adjust inventory quantities to account for certain inventory discrepancies or to establish initial inventory balances. . create initial inventory balances for the parts you created in the Workshop . In the Quantity field. 5. 4.0. enter 100 and select a unit of measure of BX (Box) in the drop-down to the right. enter XXX-Case (where XXX are your initials) and press Tab. enter 100. select XXX-LT (where XXX are your initials).Inventory Management Course Daily Inventory Processing Quantity Adjustments Use Quantity Adjustments to adjust on-hand inventory quantities in part master record. establish initial inventory balance quantities for each of the parts you created in Workshop Create Part Records. Select Transaction Log from the Actions menu to review adjustment transactions.Create Part Records. verify that XXX-PN (where XXX are your initials) displays in the UOM drop-down to the right of the Quantity field. accept the default of XXX-Bin (where XXX are your initials). In the Quantity field. 8. and adjust the inventory quantity for an existing part. accept the default of XXX-Bin (where XXX are your initials). in the Bin field. 6.600 39 . 0. 5. Part Transaction History Tracker displays. but enter DIAMOND 8907 in the Part field. note that the Epicor application converted the 100 Litres you entered in Quantity Adjustments to an on hand balance of 10. Adjust Miscellaneous Quantity In this workshop. 4. Remain in Quantity Adjustments. If you are using Metric measurements in the workshops. Right click the Part field. In the Part field. Remain in Quantity Adjustments. but enter XXX-Case (where XXX are your initials) and press Tab. In the Transaction History grid. verify the inventory balance transactions affected by your entries in Quantity Adjustments. In the Transaction History grid. Click the Adjust button. 7. then select Open With > Part Transaction History Tracker. 3. A decreased quantity is entered as a negative number to adjust the current on-hand quantity. verify that an ADJ-QTY type transaction with a quantity of 100 displays. Repeat steps 1 through 3. 2. Click the Adjust button. Remain in the Part Transaction History Tracker. enter DIAMOND 8907 and press Tab. 40 Epicor ERP | 10. 1. as they are scratched and unable to be used. In the Quantity field. In the Part field.600 . verify that an ADJ-QTY type transaction for a quantity of -5 displays. Repeat steps 1 through 3. Blemishes. 3. Exit Part Transaction History Tracker and Quantity Adjustments. 6. adjust a quantity for five pieces of the DIAMOND 8907 part. The on-hand quantity has decreased by five. In the Transaction History grid.000. 1. expressed in the base of unit of measure of Militres. Verify Quantity Adjustments in Part Transaction History Tracker Using the Part Transaction History Tracker. enter BR-XXX (where XXX are your initials) and press Tab. and press Tab. 5. In the Reason field. Click Retrieve to retrieve and display transaction history for the part. enter -5 (negative). 13.Daily Inventory Processing Inventory Management Course 12. select Scratches. 2. 4. Note that the quantity in the Running Total field has decreased from 50 to 45. verify that an ADJ-QTY type transaction with a quantity of 100 displays. Inventory Management Course Daily Inventory Processing UOM Split/Merge Use Split Merge UOM to split an inventory quantity expressed in a specific unit of measure (UOM) into one or more alternate units. enter 1 for CS (UOM). 6. Dozen packs and individual units. enter XXX-Case (where XXX are your initials) and press Tab. It can only be used for parts for which the Track Multiple UOMs check box is selected in Part Maintenance. In the drop-down to the right of the Split field. You will split four boxes into a combination of Cases. Epicor ERP | 10. 5. split a portion of the initial inventory balance quantity you created for the multiple UOM part XXX-Case (where XXX are your initials) in Quantity Adjustments into multiple alternate units of measure (UOM). enter 12 for EA (UOM). When you save the transaction.600 41 . you can use the Merge option to merge them into a single pallet of 100 base units.Split Inventory In this workshop. if your inventory is stored in bags and boxes. You can also use this program to merge inventory quantities expressed in several alternate UOMs into a single UOM quantity. displays in the This Transaction field. In the Part field. 7. In the Split field. 4. In the Bin field. 8.0. 2. As you select the split quantities and units of measure. the quantity remaining to be split displays in the Remaining Qty field. Navigate to UOM Split/Merge. In the Warehouse field. In the On Hand Qty grid. the Epicor application uses the conversion factors defined in UOM Class Maintenance to determine if the quantities selected for merging or splitting add up to the resulting UOM merge or split quantity. for a Split UOM transaction. • For example. in the Quantity column. Menu Path: Material Management > Inventory Management > General Operations > UOM Split/Merge 1. Entering split or merge transactions has the net effect of zero on the total physical on-hand inventory quantity for the part. in the Quantity column. expressed in a unit of measure for a quantity of four boxes. The quantity of 96. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > General Operations > UOM Split/Merge Workshop . In the On Hand Qty grid. verify XXX Warehouse (where XXX are your initials) defaults. or nine cases (10 base units each or 90 total). one box (four base units). verify XXX-Bin (where XXX are your initials) defaults. In the On Hand Qty grid. The program updates two or more on-hand tracking part records and creates STK-ADJ PartTran records to reflect the changes. • Conversely. in the Quantity column. 100 units on a pallet be broken into one bag (two base units). enter 4. select a unit of measure of BX (Box). 3. enter 3 for DZ (UOM). enter 1. 42 Epicor ERP | 10. 2. Remain in Split/Merge UOM. Dozen packs and individual units. verify today's date defaults. Navigate to Issue Miscellaneous Material. 9. A transaction history record is created for the part. You have successfully split four boxes into quantities of Cases. Click Retrieve to retrieve and display transaction history for the part. Menu Path: Material Management > Inventory Management > General Operations > Issue Miscellaneous Material 1. 10. Click OK.Issue Miscellaneous Material The Vice President of the Sales department needs a sample to take to a trade show he will attend this week. 11. 6. verify the STK-ADJ type transactions that were generated for the UOM split transactions you entered. After a quick check in the Part Tracker. 7. Verify that XXX-Bin (where XXX are your initials) default in the Bin field. The transaction type is STK-UKN. he notes there is a sufficient quantity to take care of this request. In the Warehouse field. You cannot save split or merge transactions unless a quantity of zero displays. Exit the Part Tracker and UOM Split/Merge. In the Part field.Daily Inventory Processing Inventory Management Course Note that a quantity of zero displays in the Remaining Qty field. 4. select XXX-Warehouse (where XXX are your initials). Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > General Operations > Issue Miscellaneous Material Workshop . select Marketing Trade Show Samples. In the Quantity field. refer to the Inventory Transaction Types List within the Inventory Transactions Technical Reference Guide. In this workshop. In the Reason field. 3. In the Transaction History grid. Issue Miscellaneous Material Use Issue Miscellaneous Material to enter a miscellaneous issue of parts from inventory. For more information on inventory transaction types.600 .0. 12. then select Open With > Part Tracker. In the Date field. Right click the Part field. 5. The Part Transaction History Tracker displays. enter BR-XXX (where XXX are your initials) and press Tab. issue miscellaneous material. The remaining three items have been back ordered by the supplier. Exit Issue Miscellaneous Material. Select the Line Received check box and click Save. manufacturing materials. The part and quantity information in the Stock > Detail sheet are 1032FW and 98. 2. enter 4132.Receive a Purchase Order Penn Hardware has shipped a large quantity of part 1032FW (Washer Flat 10/32").600 43 . Epicor ERP | 10. Menu Path Navigate to this program from the Main Menu: • Material Management > Shipping / Receiving > General Operations > Receipt Entry Workshop .0. select New Receipt. The shipping process allows you to take existing inventory or manufactured products and distribute them to customers or other facilities within your organization. Navigate to Receipt Entry. In the Packing Slip field. • Receipt information updates the purchase order. From the New menu. Menu Path: Material Management > Shipping / Receiving > General Operations > Receipt Entry 1. 5. In the PO field. select New Stock Line. and creates transactions to update inventory or job quantities and costs. The Stock > Detail sheet displays. From the New menu. and subcontract parts. 4. or subcontract work back to your location. Shipment and receipt processing is covered in greater detail in the Shipping and Receiving course.Inventory Management Course Daily Inventory Processing 8. Receipt entries also generate accounts payable invoice entries. You use RMA Processing in place of Receipt Entry to receive parts returned by the customer.100. 3. Note This section of the Inventory Management course briefly covers receipt processing and its impact on inventory processing. if any. • Receipt line items are either purchase order receipts (recorded against a purchase order) or miscellaneous receipts (material received that is not associated with a purchase order). Receipt Processing Use Receipt Entry to enter the receipt of all inventory and non-inventory materials. which arrived at the shipping dock. It is time to create a receipt for the first portion of the purchase order. enter the same purchase order number and press Tab. Click the PO/Line button and search for and select Line 1 for the purchase order. Receipt and Shipment Processing The receiving process enables you to receive stock goods. 6. 3. enter 4132. If some of the lines are not received complete. Click Retrieve to retrieve transaction history for the received part. 7. Do not receive the other purchase order lines. It consists of three different types of small hardware. In the PO field. Click the Select All button. From the New menu. 4. Select the Received All check box. 10.Daily Inventory Processing Inventory Management Course The green Received indicator displays. 11. The Part Transaction History Tracker displays. The green All Received indicator displays. The Mass Receipts window displays. 2. 7. note the PUR-STK transaction created for the quantity you just received. Menu Path: Material Management > Shipping / Receiving > General Operations > Receipt Entry 1.Create a Mass Receipt Penn Hardware just sent the remaining material for PO 4132. shipped in quantities of 10. 5. 12. Remain in Receipt Entry for the next workshop.000 each. These materials have just arrived at the shipping dock. Right-click the Part field and select Open With > Part Transaction History Tracker. 8. 9. These are used in the following workshop. click OK. It is time to create a receipt for the remaining portion of the purchase order. From the Actions menu. select New Receipt. 44 Epicor ERP | 10. Navigate to Receipt Entry. 6. enter XXXX (where XXXX are the last four digits of your phone number) and press Tab. Click the Get All button. Click Save. Click Process. 8. select Mass Receipt. 9.0. In the Packing Slip field. the listing allows changes to the quantity. The Mass Receipt option allows you to receive multiple lines on a purchase order at one time and assumes the lines are received complete. Workshop . Click Save. In the Transaction History grid. Click Close.600 . To the Receipt is Compliant message. The Sales Order Pick List only displays the quantities that have not been shipped yet. You use the following programs to ship inventory to your customers: • Customer Shipment Entry • Master Pack Shipment Entry • Miscellaneous Shipment Entry Use Customer Shipment Entry to process customer shipments and update sales orders.0.600 45 . the Epicor application captures the standard unit cost for the part rather than actual costs from the job.Inventory Management Course Daily Inventory Processing 13. It includes Buy-to-Order parts but does not include drop shipment items. Menu Path Navigate to this program from the Main Menu: • > Customer Shipment Entry-Load Planning • Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry Sales Order Pick List Use the Sales Order Pick List to display open sales order releases that are due within the date range you select. To do this. this is equal to the original release quantity less any quantity shipped to-date. Shipment Processing The shipping process allows you to take existing inventory or manufactured products and distribute them to customers or other facilities within your organization. It provides a listing of parts to pull to fill a specific sales order. • If a part ships from a sales order using Customer Shipment Entry. If there are variances between the standard cost of the part and the actual costs of the job. Exit Receipt Entry. Note This section of the Inventory Management course briefly covers shipment processing and its impact on inventory processing. you create pack records. The order information displays in a format you can use to pick the quantities to ship. a MFG-VAR transaction is also created for the remaining WIP balances. Tip Release Quantity = Original Release Quantity . This process is structured to be a seamless method that enables your product to reach customers and other facilities. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > Reports > Sales Order Pick List Epicor ERP | 10. Shipment and receipt processing is covered in greater detail in the Shipping and Receiving course. This report also includes all Pick List comments. This report works much the same as the Job Pick List report for companies which are shipping from stock.Quantity Shipped to Date The Quantity on-Hand value also displays for your information. The Epicor application creates an STK-CUS type transaction and relieves inventory quantities in the designated ship location. it is standard costed. • If shipped from the work-in-process (WIP) transaction (MFG-CUS). You can either relieve inventory or ship directly from a job. A pack record can contain one or more detail lines that define the shipping quantities sent out with each pack record. The printed Release Qty is the open quantity. 3. 6. 11. Verify the Shipped Complete check box is selected. From the New menu. the Main Menu appears as: • Customer Relationship Management > Order Management > Reports > Sales Order Pick List Workshop .600 . 46 Epicor ERP | 10. This is the warehouse bin in which the item you are shipping is stored. Navigate to the Summary sheet. 2.Ship a Sales Order You need to ship ten units of part 8400S-616 (V-Block Mount Angle) need to Barriston Engineering. Select the Shipped check box. Create a Pack ID Navigate to Customer Shipment Entry. and click OK. 2. In the Order Number field. enter 10 displays. 9. In the first Warehouse field. record the shipment quantity and create a packing slip record. select New Pack. then search for and select 01-02-02. select New Line. Click Save. enter 10 and press Tab.Daily Inventory Processing Inventory Management Course • Material Management > Shipping / Receiving > Reports > Sales Order Pick List • Sales Management > Order Management > Reports > Sales Order Pick List For CRM users. Click the Line/Rel button.0. The line status displays as Complete because enough on-hand quantity exists to ship the full line quantity. 7. the parts are no longer considered in inventory and the shipment is available for invoicing. Click Save. enter 5186. 5. In the Our Ship Qty field. In this workshop. 4. 10. Menu Path: Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry 1. Selecting the check box denotes that the shipment has fully shipped. Click the Bin button. The Lines > Customer Shipment Entry > Detail sheet displays. 8. Click Save. verify Main displays. The Pack ID number displays. Create a Pack Line 1. search for and select Line 1 and Release 1 of the sales order. From the New menu. If the Our Ship Qty field does not default with 10. Workshop . 2. click Yes. Review the packing slip and exit the Packing Slip Print and Print Packing Slip/Label windows. Exit Customer Shipment Entry. Click Retrieve to retrieve transaction history for the shipped part. Navigate to the Lines > Detail sheet. select Print Preview. From the Actions menu.Review the Material Transaction Detail Report Use the Material Transaction Detail Report to review the inventory transactions you entered in the previous workshops. Exit Part Transaction History Tracker and Customer Shipment Entry. Epicor ERP | 10. 12. To the Is this Packing Slip ready to Ship? message. 16. Print a Packing Slip 1. Menu Path: Material Management > Inventory Management > Reports > Material Transaction Detail 1. 15.600 47 . 3. Click Save. 7.Inventory Management Course Daily Inventory Processing This designates that the pack has been shipped. Right-click the Part/Rev field and select Open With > Part Transaction History Tracker. 4. The Material Transaction Detail report displays. Verify that the current date defaults in the From and To fields. 5. select Print. Navigate to Material Transaction Detail Report. In the Status field. Click Print Preview to preview the packing slip. Click Save. 8. 13. The Packing Slip Print window displays.0. In the remainder of the Selection sheet. The confirmation window displays. From the Standard toolbar. verify and accept all defaults. 14. 6. In the Transaction History grid. note the STK-CUS transaction created for the quantity you just shipped. To the Packing slip has been printed confirmation. The Print Package Slip/Labels window displays. click OK. 3. The Part Transaction History Tracker displays. 2. verify Shipped displays. Menu Path Navigate to this program from the Main Menu: • Production Management > Job Management > Reports > Cut List Pick List for Jobs Use the Pick List for Jobs to list material requirements for the jobs selected. Once a job is created you must satisfy the demand for material requirements. Important For more information on how to review any report status you print. Issuing Materials to Jobs Issuing Inventory Material is the process of moving inventory items from stock to the job. After you complete your review. Use the Selection sheet to select the report parameters. Use the Filter sheet(s) to select the specific records to include on the report. Inventory materials are listed in a format useful for entering issue quantities directly on the report. This report is used to inquire about the material required in a resource or resource group and can help in staging similar material for manufacturing efficiency.or as a miscellaneous item. Cut Lists Report Use the Cut Lists Report to list the materials that are related to operations within a particular date range.Daily Inventory Processing Inventory Management Course 4.600 . all materials (purchased or manufactured) are issued to the demand source individually (by part number) or through a mass issue based on the job pick list. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > Reports > Job Pick List • Material Management > Shipping / Receiving > Reports > Job Pick List • Production Management > Job Management > Reports > Job Pick List 48 Epicor ERP | 10. The efficient use of pick lists can maximize the speed with which parts are selected to complete a job or job assembly. The Pick List for Jobs is a shopping list of the materials that need to be issued to the job. refer to the System Monitor Overview topic in the Application Help. exit the Material Transaction Detail Report. refer to the Filters Overview topic in the Application Help. or generate. preview. The pick list assists warehouse personnel in locating and physically pulling the parts job assemblies require. You order purchased materials and receive either to the job or to stock . Once received. For more information.0. You can include both inventory and purchased materials. select Print Preview. Navigate to the Selection sheet and select the Include Purchased Materials check box. these users can then issue or move material on the manufacturing center. The transaction type is STK-MTL (job material issue). you can define shop employees as Material Handlers in Shop Employee Maintenance. The Job Pick List report displays. • The On Hand quantity and the Allocated quantity for the part in the part master file are reduced by the quantity issued. Navigate to the Filter > Job sheet. Close the Job Pick List Report and exit Job Pick List for Jobs. From the Standard toolbar. or Last unit cost (depending on the inventory costing method). Click the Job button and search for and select the job 2301. 6. several events occur: • The IssuedQty and TotalCost values on the job material or assembly record update with the quantity issued and the extended cost. the Advanced Material Management (AMM) license must be installed in the Epicor application. use Mass Issues to Manufacturing. Issue Material Use Issue Material to issue material from inventory to a job. 3. Extended Cost is calculated as the issue quantity multiplied by the current inventory Average. This program issues material to a job one part at a time. Important To use the Manufacturing Execution System (MES) to issue job material. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > General Operations > Issue Material • Service Management > Maintenance Management > General Operations > Issue Material Epicor ERP | 10.Inventory Management Course Daily Inventory Processing Workshop . 2. When you issue material to a job.0. Standard.600 49 . Menu Path: Material Management > Inventory Management > Reports > Job Pick List 1. 5. Once you install this license. 4. • A transaction history record is created for the part. Review the Job Pick List Report for job 2301. You include the purchased materials in the list of material requirements for this job. Navigate to Job Picklist. To issue all required parts to a job at the same time.Create a Job Picklist You create and review the Job Pick List Report to quickly identify the required materials. Issue Job Material The Job Pick List Report viewed in the Workshop . If the job calls for lot-tracked or dimension-tracked material. In the Assembly field. they can be issued from inventory to the job or assembly that requires the material. The main advantage of Mass Issue to Manufacturing is that it issues material to all subassemblies at the same time.600 . warehouse and warehouse bin numbers appear in each respective field. The mass issue function works well with job materials not controlled by serial numbers. When jobs have several raw material requirements. When this occurs. In the Quantity field. In this workshop. Exit Issue Material. Mass Issues to Manufacturing Use Mass Issues to Manufacturing to quickly issue all planned materials to a job. This program is useful if your material estimates are accurate. accept the default value of 0. If it is not. issue material to the job by the individual material requirements. In the Mtl field. 5. In the Job field. After you select the parts listed in the Pick List for Jobs report. you can use the mass issue function to expedite the issuing process. an Issue Material error appears when you attempt to save the transaction. 4. select the appropriate lot number or dimension code when you process the mass issue. You will receive prompt messages when you save the transaction. 50 Epicor ERP | 10. 2. Part transactions generated through this program reduce inventory quantities and post material costs to jobs. enter 2301 and press Tab. Navigate to Issue Material. The Application help for Issue Material contains a published workaround to use if this occurs.Review the Job Pick List Report for the job 2301 indicates the demand for part DCD-100-SP.Daily Inventory Processing Inventory Management Course Workshop . select 10. Menu Path: Material Management > Inventory Management > General Operations > Issue Material 1. You can do this line by line or with the mass issue function. Click OK. 6. but the fields themselves are disabled and cannot be accessed. rather than enter each transaction individually. enter 200. 3. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > General Operations > Mass Issue to Mfg • Service Management > Field Service > General Operations > Mass Issue to Mfg. Important An Advanced Material Management (AMM) license must be installed for proper access to the To Warehouse and To Bin fields in Issue Material.0. In the Job field. For more information on inventory transaction types. 6. If the finished good is a multi-level assembly. When you issue an assembly to a job.0. This stock quantity may be the result of overproduction on another job. Click Issue All. refer to the Inventory Transaction Types List within the Inventory Transactions Technical Reference Guide. materials can be issued to all sub-assemblies at once. Most inventory items are issued from stock one assembly at a time. Exit Mass Issue to Manufacturing. it is different than a typical material requirement.600 51 . Standard or Last unit cost (depending on the inventory costing method). in the Assembly column. 5. these events occur: • The IssuedQty and TotalCost values on the job assembly record are updated with the quantity issued and extended cost. Click OK. Assemblies can be issued when the job assembly has specified a pull quantity from stock. • Also. Some of the quantity will be manufactured through a job. 4. select assembly 0. Because the demand is for a sub-assembly part. a transaction history record is created for the part. Extended Cost is calculated as the issue quantity times the current inventory Average. while the rest of the quantity will be pulled from stock. Click the Issue button. This assembly refers to the DCD-200-ML part.Issue Material for a Multi-Level Part You want to mass issue material for a multi-level frame assembly (DCD-200-ML) for job 2042. The Issue > List sheet displays. In the Assemblies grid. The inventory transaction type is STK-ASM (job assembly issue). • The Onhand quantity and Allocated quantity for the part in the part master file are reduced by the quantity issued. 2. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > General Operations > Issue Assembly Epicor ERP | 10. Select the Include Subassemblies check box.Inventory Management Course Daily Inventory Processing Workshop . 3. Issue Assembly Use Issue Assembly to issue an assembly from inventory to a job. Menu Path: Material Management > Inventory Management > General Operations > Mass Issue to Mfg 1. 7. enter 2042 and press Tab. Navigate to Mass Issue to Manufacturing. to another job. shop employees work on the operations. In the From Job field. or optionally. After you complete the manufacture of items on the job. 52 Epicor ERP | 10. the Job Tracker view of the parent job displays a transaction code of MFG-STK (Manufacturing Receipt to Stock). labor and other aspects of job management.Receive Completed Job Quantities to Inventory 1500 units of IBM-200-D have been completed on Job 2212.0. or to salvage. and you record labor against these operations. Menu Path Navigate to this program from the Main Menu: • Material Management > Data Collection > Handheld > Material Handling > Job Receipt to Inventory • Production Management > Data Collection > Handheld > Material Handling > Job Receipt to Inventory Important This program is not available in the Epicor Web Access. reporting operations completions. Also.Daily Inventory Processing Inventory Management Course Receiving Completed Jobs Once you issue materials to a job. 3. Job Receipt to Inventory Use Job Receipt to Inventory to enter the receipt of manufactured parts into inventory. The on-hand quantity for the part in the part master file is updated. and the costs are updated. Menu Path: Material Management > Inventory Management > General Operations > Job Receipt to Inventory 1. Review the warehouse and bin location defaults in the remaining fields. You do not have to receive parts to inventory before you ship them. or if you have overruns or spares that you are not able to ship right away. You can also move salvaged materials from a job. This is the completed quantity you are moving from the Production Floor to Finished Goods. several events occur. Navigate to Job Receipt to Inventory. After you complete the receipt. 2. The default inventory details populate based on the part number on the job. enter 2212 and press Tab. or closed. When you receive manufactured parts to inventory. you then finish the production cycle by indicating when production is complete and when the job is finally finished. you can ship directly out of Work in Process (WIP). enter 1500. Only receive items to inventory if you are building standard products. Workshop . Note Refer to the Job Management course for detailed information about creating jobs. The completed units have passed post-production inspection and need to be moved to the Finished Goods area for eventual shipment to customers. Salvaged materials are entered as inventory receipt transactions and reduce the material cost against specific jobs.600 . In the Quantity field. you can move the completed part quantities to inventory. a transaction history record with the job reference is created for the part. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > General Operations > Job Receipt to Job Job Receipt to Salvage Use the Job Receipt to Salvage program to report receipt of salvaged materials from a job.Inventory Management Course Daily Inventory Processing 4. verify that a MFG-STK type transaction for a quantity of 1500 displays. 8. Salvaged materials are entered as inventory receipt transactions and reduce the material cost against specific jobs. In the Transaction History grid. After the receipt is completed.600 53 . the Job Tracker view of the parent job displays a transaction code of MFG-WIP (Manufacturing Receipt to Job). 5. Job Receipt to Job Use Job Receipt to Job to enter the receipt of manufactured parts to another job. Exit the Part Transaction History Tracker.0. Click OK. Epicor ERP | 10. then select Open With > Part Transaction History Tracker. Menu Path Navigate to this program from the Main Menu: • Material Management > Data Collection > Handheld > Material Handling > Job Receipt to Salvage • Production Management > Data Collection > Handheld > Material Handling > Job Receipt to Salvage Important This program is not available in the Epicor Web Access. The Part Transaction History Tracker displays. 6. Right click the Part field. Click Retrieve to retrieve and display transaction history for the part. Exit Job Receipt to Inventory. 7. 0.600 . The Job Tracker displays only version of the primary entry program. Menu Path Navigate to this program from the Main Menu: • Executive Analysis > Trackers > Job Tracker • Material Management > Inventory Management > General Operations > Job Tracker • Material Management > Purchase Contracts Management > General Operations > Job Tracker • Material Management > Purchase Management > General Operations > Job Tracker • Material Management > Shipping / Receiving > General Operations > Job Tracker • Material Management > Supplier Relationship Management > General Operations > Job Tracker • Production Management > Job Management > General Operations > Job Tracker • Production Management > Material Requirements Planning > General Operations > Job Tracker • Production Management > Quality Assurance > General Operations > Job Tracker • Production Management > Scheduling > General Operations > Job Tracker • Sales Management > Customer Relationship Management > General Operations > Job Tracker • Sales Management > Order Management > General Operations > Job Tracker • Sales Management > Quote Management > General Operations > Job Tracker • Service Management > Field Service > General Operations > Job Tracker For CRM users.Daily Inventory Processing Inventory Management Course Job Tracker Use the Job Tracker to review current information about a selected record. the Main Menu appears as: • Customer Relationship Management > Sales and Marketing Management > General Operations > Job Tracker • Customer Relationship Management > Order Management > General Operations > Job Tracker • Customer Relationship Management > Quote Management > General Operations > Job Tracker 54 Epicor ERP | 10. 0. Epicor ERP | 10. A quantity adjustment is made to correct an inventory count. Note Returns are not the same as quantity adjustments. A return is the reverse transaction for something that was issued out of inventory. The return transaction adjusts on-hand quantities as well as inventory values based.600 55 .Inventory Management Course Daily Inventory Processing Inventory Returns Material or assemblies issued from inventory may need to be returned to stock for several reasons. Standard or Last unit cost (depending on the inventory costing method). • The Onhand quantity and Allocated quantity for the part in the part master file are increased by the quantity returned. In the Quantity field. enter 2104 and press Tab. 2. In the Job field. The job only required a quantity of 400 and therefore the return quantity is 200. 7. accept the default warehouse. • A part transaction record is created for the part. accept the default bin. • Extended Cost is calculated as the returned quantity times the current inventory Average. 8. refer to the Inventory Transaction Types List within the Inventory Transactions Technical Reference Guide.Daily Inventory Processing Inventory Management Course Return Material Use Return Material to return material from a job to inventory. In the Bin field. In the Warehouse field. 5. accept the default value of 0. In the Assembly field. 56 Epicor ERP | 10. The quantity issued displays in the Previously Issued field. In the Mtl field. Navigate to Return Material. Click OK.Return Items to Stock The material 516X075B issued previously to the job 2104 was over-issued. return job material back to stock. Menu Path: Material Management > Inventory Management > General Operations > Return Material 1.600 . In this workshop. 3. The transaction type is MTL-STK (job material return). When you return material from a job. enter 200. select 10. Exit Return Material. several events occur: • The IssuedQty and TotalCost values on the job material or assembly record are updated with the quantity returned and extended cost. 6. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > General Operations > Return Material Workshop . For more information on transaction types. 4.0. which indicates the transaction is a miscellaneous issue of stock. • The Onhand quantity and Allocated quantity for the part in the part master file are increased by the quantity returned. • A part transaction record is created for the part. A transaction history record is created for the part.Inventory Management Course Daily Inventory Processing Return Miscellaneous Material Use Return Miscellaneous Material to enter a miscellaneous return of parts to inventory. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > General Operations > Return Assembly Epicor ERP | 10.600 57 . For more information on inventory transaction types. Standard or Last unit cost (depending on the inventory costing method). refer to the Inventory Transaction Types List within the Inventory Transactions Technical Reference Guide. refer to the Inventory Transaction Types List within the Inventory Transactions Technical Reference Guide. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > General Operations > Return Miscellaneous Material Return Assembly Use Return Assembly to return an assembly from a job to inventory.0. When you return an assembly from a job. • Extended Cost is calculated as the return quantity times the current inventory Average. The transaction type is STK-UKN. The transaction type is ASM-STK (Job Assembly Return). several events occur: • The IssuedQty and TotalCost values on the job assembly record are updated with the quantity returned and extended cost. For more information on inventory transaction types. 600 . Click Transfer. in the Bin field. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > General Operations > Inventory Transfer Workshop . Therefore. 5. 3. 2. in the Bin field. Since you need to store all 500 parts together. In the Quantity field. In the To Location pane. In the From Location pane.Transfer Parts In storing the EAD-400-RED part. These transactions track the movement of inventory parts from one bin and to another. search for and select 01-01-02. 4. Important If you need to transfer inventory between sites. 1. another bin is selected.0. If there is no on-hand quantity available. In this workshop. 58 Epicor ERP | 10. the parts must be transferred. Exit Inventory Transfer. you must use Transfer Order Entry. transfer 500 pieces from one bin to another. verify 01-01-01 defaults. enter 500. Navigate to Inventory Transfer.Daily Inventory Processing Inventory Management Course Inventory Transfer Use Inventory Transfer to enter inventory transfer transactions within the same site. 6. enter EAD-400-RED and press Tab. In the Part field. the bin cannot hold another 500 pieces. an adjustment needs to be made in order to continue. Menu Path: Material Management > Inventory Management > General Operations > Inventory Transfer Important This workshop can be performed on a shared database as long as there is on-hand quantity available. and review of variances for the items counted. and then comparing this difference to the appropriate tolerance factors. To meet the needs of managing and controlling inventory. • Allowable default percent. breakage.Inventory Management Course Daily Inventory Processing Cycle and Physical Counting The Cycle Counting and Physical Counting functions in the Epicor application allow for inventory error identification. warehouse. original count incorrect. They include: • Default cycle count selection methods. and the cycle counting processes they use once the control parameters are defined. site configuration and ABC code levels.0. and also handle single physical counts conducted for all parts within a specified warehouse. The following workshops demonstrate how ABC Aeronautics defines control parameters (such as ABC codes. It does this by calculating the difference between pre-count snapshot and counted quantities for a cycle part. the cycle counting module contains extensive functionality and features used for: • Detailed audit control over the selection of items to be counted. cycle periods and schedules) before using Cycle Count functionality. items with zero quantity-on-hand. • Tracking. The Epicor application allows for entry of a cascading series of control parameters that can be defined at the part/warehouse. • Default cycle count intervals (in days) for A. typically on a daily basis. and C-coded inventory items. value and quantity adjustment percentages for A. analysis. Managed inventories are those parts that are located in non-standard bins that have been designated as customer-owned or supplier-owned in Warehouse Bin Detail. while low value. Note The cycle counting and physical counting functions in the Epicor application ignore parts stored in managed inventory bins. slow moving parts are counted less frequently. These functions process and manage inventory counting conducted on a cyclical basis. Out of tolerance parts display on variance reports. Cycle counting functions in the Epicor application are based on the selection and counting of a specific number of ABC-coded parts. B. obsolete items. • Controlling the frequency by which items are counted. percentage. High value. The Epicor application uses these quantity. quantity tolerance.600 59 . Epicor ERP | 10. User-defined Count Discrepancy Reason (CDR) codes must be entered to specify the reasons why count quantities are out of tolerance for counted parts (pilferage. or items with negative quantity-on-hand should be excluded when selecting cycle items for a specific warehouse. fast moving parts are normally counted on a more frequent basis. value and quantity adjustment parameters to determine if a part is out-of-tolerance. lot expired). Note The term ABC Code refers to an alphabetical categorization of inventory based on a combination of inventory usage and valuation. Business Scenario ABC Aeronautics conducts daily cycle counts of a specific number of ABC-coded parts to manage inventory. and C-coded inventory items or for selected items in a specific warehouse. part/site. and resolution. ABC coding in individual part records can be automatically updated based on specified stock usage percentages or manually entered and locked to further automate update. recording. • Default stock percentages used to assign ABC codes to inventory items by usage. It uses these user-defined control parameters for both cycle and full warehouse physical inventory counts. B. • Specifying if inactive items. 600 .Daily Inventory Processing 60 Inventory Management Course Epicor ERP | 10.0. the application automatically overrides count parameters specified at the site level with any corresponding settings using the following hierarchy: • Part Maintenance: on the Part > Sites > Warehouses > Cycle Count sheet • Warehouse Maintenance: on the Cycle Count/Physical Inv > ABC Codes > ABC Code Detail sheet • Part Maintenance: on the Part > Sites > Cycle Count sheet Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > Setup > ABC Code Epicor ERP | 10. However.0.This check box designates if parts containing the ABC code specified in the ABC Code field are only counted during physical inventory and excluded from selections for cycle counting in this warehouse. ABC Parameters Parameter values for the Cycle Counting and the Variance Tolerance sections establish a company's global values for each ABC code. The count frequency would be 30 (days) to represent monthly.This field designates how often parts with this ABC classification code are counted. • Stock Valuation Percent . to represent a number of months (if desired). ABC Code Maintenance Use ABC Code Maintenance to define ABC codes used to classify parts in inventory based on usage and cost criteria.Inventory Management Course Daily Inventory Processing Application Setup Before using the Cycle Count and Physical Count functions.600 61 . Express ABC Codes in days. At least one ABC code must be set up in order to perform cycle count processing in the Epicor application. For example. The application converts an entry in number of days. • Count Frequency .Cycle Count and Value Tolerances. There are three tolerance parameters available: • Percentage Tolerance • Quantity Tolerance • Value Tolerance Note Part/site count parameters established on the Site Configuration Control > Modules > Inventory Management > Cycle Count > Abc Codes > Detail sheet override the default settings specified at the ABC classification code level in ABC Code Maintenance. ABC Code A should reflect a count performed monthly. • Exclude from Cycle Count . you must define control parameters and perform certain tasks. Parameter values for Cycle Counting are divided into two sections . Cycle Count Section The options in this section determine how to handle the selection of parts within a defined ABC. Note This course only focuses on defining cycle count parameters on the ABC Code Maintenance level. A part does not display on a variance report if it is within the tolerance defined. Variance Tolerances Section The tolerances established in this section are used to filter parts on the variance reports.This field is used by Calculate ABC Codes to determine what ABC code is assigned to a part/warehouse record. Daily Inventory Processing Inventory Management Course Workshop . review the existing ABC codes and verify the stock valuation percentage and count frequency information. Click Search. percent and value tolerances. Part/warehouse count parameters established in this sheet override corresponding count settings specified: • At the warehouse level in the Warehouse Maintenance > Cycle Count/Physical Inv > Cycle Count Detail sheet. Use the Part Maintenance > Part > Sites > Warehouses > Cycle Count\Physical Inv sheet to enter count parameters for specific parts in specific warehouses. In this workshop. • At the site configuration level in the Site Configuration > Modules > Inventory Management > Cycle Count\Physical Inv sheet. Exit ABC Code Maintenance. This defines default cycle and physical inventory count selection parameters for the site. This defines default cycle and physical inventory count selection parameters for the warehouse.0. It uses these user-defined control parameters for both cycle and full warehouse physical inventory counts.Review Existing ABC Codes Before you start the cycle counting process. • At the part/site level in the Part Maintenance > Part > Sites > Cycle Count\Physical Inv sheet. you must define the ABC codes used to classify parts in inventory. and click OK. Use the ABC Code sheet to specify ABC code count intervals and quantity/percent tolerances for the warehouse. review the following information: ABC Code Stock Valuation Percent Count Frequency A 80 30 B 95 90 C 100 365 5. specifying cycle count intervals and quantity / quantity adjustment /percent / value tolerances. Click the ABC Code button. Menu Path: Material Management > Inventory Management > Setup > ABC Code 1. Navigate to ABC Code Maintenance. site configuration and ABC code levels. This defines count parameters for specific parts in specific sites. These parameters include setting ABC codes. 3. At least one ABC code must be set up in order to perform cycle count processing in the Epicor application.600 . 2. These parameters include specifying quantity. Using the tree view. quantity adjustment. Click Select All. 4. This defines ABC codes used to classify parts in inventory based on usage and cost criteria. Cascading Count Parameters The Epicor application allows for entry of a cascading series of control parameters that can be defined at the part/warehouse. • At the ABC classification code level in the ABC Code Maintenance program. The ABC Code Search window displays. Use the ABC Code sheet to specify ABC code count intervals and quantity/percent tolerances for the site. warehouse. part/site. 62 Epicor ERP | 10. the program retrieves the associated stock valuation percentage. produce a report with suggested ABC code assignments and (optionally) assign ABC codes to part records in the warehouses associated with specified sites. It updates individual part/warehouse records and assigns ABC codes only if the Manual ABC Code check box has been cleared in the Part Maintenance > Sites > Warehouses > Cycle Count sheet for the specified warehouse. and Class C.600 63 . Class B a lower value. If you do not use cycle counting for inventory count processing. If required. For determination of what ABC code to assign to a part/warehouse record. you can use the Parts Missing ABC Code Report before running this program to view the part records that do not have assigned ABC codes. Class A normally includes items with the highest requirements value. with the least value. Stock Valuation Calculations To determine what ABC code to assign to a part/warehouse record. This program (optionally) assigns ABC coding to parts by descending level of usage. ABC Code Assignment If the Update ABC check box has been selected. the program first determines if the ABC code has been defined (for the warehouse being processed) in the Warehouse Maintenance > Cycle Count/Physical Inv > ABC Codes > ABC Code Detail sheet. You normally run this function prior to processing cycle and physical inventory counts.0. This is known as Pareto's law or the 80/20 rule.Inventory Management Course Daily Inventory Processing Calculate ABC Codes Use Calculate ABC Codes to perform warehouse or site-specific stock valuation calculations. Calculate ABC Codes uses the Stock Valuation Percent setting defined for each ABC code when performing stock valuation calculations upon which ABC code assignment is based. Calculate ABC Codes assigns an ABC code to each part based on the calculation parameters defined for the part and the criteria specified when running this program. • If this override does not exist. the program then determines if the ABC code has been defined (for the site with which the warehouse is associated) in the Site Configuration Control > Modules > Inventory Epicor ERP | 10. If the Warehouse stock valuation % option is selected. it uses the following hierarchy: • To retrieve the correct stock valuation percentage for each ABC code. Calculate ABC Codes uses the Stock Valuation Percent setting defined for each ABC code when performing warehouse or site-specific stock valuation calculations upon which ABC code assignment is based. If using cycle count functions in the Epicor application. Refer to ABC Code Assignment and Stock Valuation Calculations for specific details on how the program assigns ABC codes to part/warehouse records. Important ABC codes must be defined in ABC Code Maintenance before you run this program. based on stock valuation in a user-specified historical usage period. These classifications indicate that a small percentage of the items usually represent the bulk of the inventory cost. If one has. you do not need to run this function. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > General Operations > Calculate ABC Codes Parts Missing ABC Code Report Use Parts Missing ABC Code Report to view parts in warehouses associated with specified sites that are missing an ABC code. The hierarchy used to retrieve the Stock Valuation Percent settings depends on whether the Warehouse stock valuation % or Site stock valuation % option has been selected. all parts in a warehouse must contain an ABC code. it assigns Code B to inventory items that represent the next 15% of the value of the total inventory in the warehouse or site. 5. If the Site stock valuation % option is selected. based on the following criteria entered at runtime. it uses the following hierarchy: • To retrieve the correct stock valuation percentage for each ABC code.0 was specified as the stock valuation factor for ABC Code A. Note Calculate ABC Code does not assign an ABC code to a part record that is lower than the setting of the Min ABC field defined in the appropriate setup program (see default hierarchy above). It then ranks parts in the selected warehouse or site by percentage of usage and dollar value: • Periods Of Historical Usage (Beginning and ending dates) • Current on hand inventory quantity balances • Projected future usage factors Example If 80. the next step is to calculate the ABC codes.0 was specified as the stock valuation factor for ABC Code B. Search for and select Main. • If the ABC code has not been defined at the warehouse or site levels.Calculate ABC Codes Once the ABC codes are defined. It does this by multiplying the part cost by the total quantity of each part in the warehouse or site. based on the calculation parameters defined for the part. In this workshop. depending on if you have selected the Warehouse stock valuation % or Site stock valuation % options. 2. select the first day of the current year. it calculates the total value for the part. the program retrieves the stock valuation percentage defined for the ABC code in ABC Code Maintenance. Menu Path: Material Management > Inventory Management > General Operations > Calculate ABC Codes 1. • If the ABC code has not been defined at the site level. the program retrieves the stock valuation percentage defined for the ABC code in ABC Code Maintenance. In the Historical Usage From field. If 95. the program retrieves the associated stock valuation percentage. This date is for the historical usage period used in stock valuation calculations. the program first determines if the ABC code has been defined (for the site being processed) in the Site Configuration Control > Modules > Inventory Management > Cycle Count > ABC Codes > Detail sheet. the program retrieves the associated stock valuation percentage. Navigate to Calculate ABC Codes. The Site Search window displays. Workshop . Navigate to the Filter sheet.600 . the Epicor application assigns Code A to inventory items that represent 80% of the value of the total inventory in the warehouse or site. If one has. Navigate to the Selection sheet. Click the Sites button. either by warehouse or by site. 64 Epicor ERP | 10. calculate ABC codes but do not update part records.Daily Inventory Processing Inventory Management Course Management > Cycle Count > Abc Codes > Detail sheet.0. If one has. Any stock part that has the Update ABC check box selected will have an ABC code assigned. 4. 3. Once the program has retrieved the correct stock valuation percentage. The Calculate ABC Codes Report is displayed. Next. 9. Count Discrepancy Reason Code Entry requires entry of codes that denote reasons that parts are out of tolerance with respect to the actual physical count quantity and perpetual inventory balance in the Epicor application. Exit Calculate ABC Codes. 7. 13. Define these codes as Inventory Adjustment codes in Reason Code Entry.0. 11.600 65 . Verify the Include Projected Usage check box is selected. 8. set up the codes in Reason Code Maintenance and select the reasons in the following programs: • Count Discrepancy Reason Code Entry • Time and Expense Entry • Inventory Adjustment Entry • RMA Processing • RMA Dispositions • Opportunity/Quote Entry Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > General Operations > Count Discrepancy Reason Epicor ERP | 10. We are skipping the update because the specific parts you will be cycle counting have already been ABC coded. Count Discrepancy Reason Codes When processing parts in a cycle or physical count. and select the Count Discrepancy Reason Code check box to designate each code for use in Count Discrepancy Reason Code Entry. 12. select the appropriate options in Company Configuration. you most often select this check box. verify today's date defaults. From the Standard toolbar. To use reason codes. Note This check box denotes if part records should be updated with the calculated ABC codes. click Print Preview to examine the generated report.Inventory Management Course Daily Inventory Processing 6. 10. This date is for the projected usage period used in stock valuation calculations. Clear the Update ABC Codes check box. verify Now displays. in your operations. Close the generated report. In the Schedule field. In the Projected Usage Through field. From the File menu. 14. click Generate Only. In the User Description field. enter XXX Report (where XXX are your initials). Initialize Last Cycle Count Dates Use Initialize Last Cycle Count Dates to initialize the Last Cycle Count Date field in part records for selected warehouses. where x is the cycle count interval defined for the ABC code category in ABC Code Maintenance. In the Reason Type field. Once run. Menu Path: Material Management > Inventory Management > Setup > Reason Code 1. select Inv. highlight the reason code. 2.Modify Discrepancy Reason Codes When you complete a cycle count. • The Initialize Last Cycle Count Dates program assigns (and spreads) the last count dates for the selected ABC items across the last x number of months. search for and select Cycle Count Variance. it uses the Last Cycle Count date. • When running the Perform Part Selection selection on the Cycle Count Schedule Maintenance Actions menu. to calculate the dates on which individual parts should be reselected for cycle counting. you must enter reason codes for counted inventory items that are out of tolerance. or part/site parameters that have been defined in the Site Configuration Control > Modules > Inventory > Cycle Count/Physical Inv > ABC Code > Detail sheet. modify existing discrepancy reason codes. this program should not be re-run once Cycle Counting has been implemented. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > General Operations > Initialize Last Cycle Count Date 66 Epicor ERP | 10. Exit Reason Code Maintenance. In the Detail sheet. in the Inventory Adjustment pane. Note This program should only be used when first implementing Cycle Counting capabilities. Navigate to Reason Code Maintenance. Adjustment. 5. Click Save. prior to use of inventory count functions in the Epicor application. in conjunction with the cycle count interval factors defined for specific parts. 4.Daily Inventory Processing Inventory Management Course Workshop .600 . In this workshop. In the Reason Code field. However. 3. 6. it uses as an override any part/warehouse parameters that have been defined for the ABC code category in the Part Maintenance > Part > Sites > Warehouses > Cycle Count\Physical Inv sheet. In the tree view. select the Count Discrepancy Reason check box.0. the Epicor application creates an internal warehouse count control record. if there are some parts you want to count weekly or bi-weekly. select a cycle count period defined in Cycle Count Period Definition. Unlike cycle count cycles. start date and end date for the cycle count period. For example. The cycle period includes a two-digit identification number (from 01 . you skip the use of the Cycle Count Period Definition and Cycle Count Schedule Maintenance programs. accounting for discrepancies and posting counts) are essentially identical to cycle count processing.600 67 . a part can only be assigned to one open cycle at a time in Cycle Count Schedule Maintenance. the Epicor application performs the following tasks: • For each selected warehouse. a "Cycle" is the period of time over which all items in inventory are counted. 30/31 days). Cycle counting is a procedure in which a small subset of inventory. Cycle Counts versus Full Physical Inventory Counts The manner that you begin processing is dependent on whether you are performing a cycle count.99) and specifies the year. • An Include Zero check box can be used as needed to select parts with zero quantity on-hand balances. This Epicor ERP | 10. Note Even though you can define cycle count periods in Cycle Count Period Definition with overlapping dates. it makes sense to define monthly cycle count periods. Note When performing full physical inventory counts. the Non-Stocked Item check box has been cleared. and assigns a single cycle scheduled for the specified start date. or a full physical inventory (wall-to-wall) count. days) but should take place within the same calendar year. The remaining tasks you perform (generating tags. After specifying the warehouses being counted. and assigns parts for counting that meet the following criteria: • Parts are stocking. entering count quantities. However. When you use Cycle Count Schedule Maintenance to define cycle count schedules for your site. quantity-bearing (regularly stocked) items that are not defined as Kit type parts. you first use the Initialize Physical Inventory program to initialize data and select the parts for processing. if your lowest count frequency is monthly (for example. Example You can define period lengths based on how frequently you count parts. in a specific location (usually a warehouse). Cycle Count Period Definition Use Cycle Count Period Definition to define cycle count periods used in Cycle Count Schedule Maintenance.0. • Selects all bins in the specified warehouse. If you are performing a single full physical inventory count in which you count all parts in a warehouse. or the lowest value you would want to use for count frequency. printing reports. you should define cycle count periods as weekly or bi-weekly. you cannot add. These are parts for which the Type field is not set to Sales Kit. and the Quantity Bearing check box has been selected in the Part Maintenance > Part > Detail sheet.Inventory Management Course Daily Inventory Processing Cycle and Physical Count Processing Cycle and Physical Count Processing includes performing operations on a periodic and daily basis. delete or move parts assigned to the physical inventory cycle. Cycle count periods can span any length of time (months. weeks. flagged as a full physical inventory count. is counted on a specified day or period of time. Note An Include Non-Stock check box in Initialize Physical Inventory can be used as needed to designate if quantity-bearing parts that are flagged as non-stock should also be included in the physical count. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > Setup > Cycle Count Period Definition Workshop . 4. The period range is user-defined. the default cycle count dates can then be modified as required. Cycle Count Schedule Maintenance Use Cycle Count Schedule Maintenance to create and maintain cycle count schedules. warehouse. based on the selected production calendar. select the date for the Monday next week. usually a month. the next step is to define the cycle count periods. 68 Epicor ERP | 10. you must define cycle periods in Cycle Count Period Definition. this will probably represent a longer period. year and production calendar. 3. Click New. • After modifying the generated cycle count schedule. and define count parameters at the part/warehouse. in our workshop. 2. verify the current year defaults. In normal operations. Record the period number __________. Menu Path: Material Management > Inventory Management > Setup > Cycle Count Period Definition 1. Click Save. In the Description field. 5.Define a Cycle Period Once the ABC codes have been set up and calculated. 6. part/site. enter XXX-Period (where XXX are your initials). we are defining a single-day period so all parts in the training warehouse are selected for counted. select the parts being counted by running the Perform Part Selection selection on the Actions menu. In the Year field. define a cycle period. the program creates a default cycle schedule. This includes selecting the parts that will be cycle counts for a specific warehouse in a designated time period and year. Exit Cycle Count Period Definition Maintenance. • The Epicor application uses the cycle count method (Random or Repetitive) defined for the specified warehouse in the Warehouse Maintenance > Cycle Count\Physical Inv sheets to select and assign specific parts to each cycle count sequence within the cycle period. In this workshop.0.600 . In the Period Start field. the part would be selected for only one of the cycle schedules. The individual cycles within the master periodic schedule are independent of each other but multiple cycles can be conducted concurrently as necessary. site configuration and ABC code levels. 7. 8. Navigate to Cycle Count Period Definition Maintenance. After specifying a cycle period.Daily Inventory Processing Inventory Management Course happens even if different cycle schedules include the same date on which a part is due for counting. In the Period End field. select the date for the Monday next week. Prior to using this program. Epicor ERP | 10. To cycle count an inactive part. • After running this process. • Parts can be added to the cycle sequence. you then reselect the Inactive check box to inactivate the part. warehouse or site configuration levels. This happens even if different cycle schedules include the same date on which a part is due for counting. • The quantity in the Quantity to Select field in the Cycle Count Schedule Maintenance > ABC Qtys sheet cannot be changed. moved to another cycle sequence. This process uses one of the two following methods for cycle count item selection (as designated in the Cycle Count Selection field at the warehouse or site configuration levels): 1. It divides the selected items equally among the number of count cycles in the month. 2. a part can only be assigned to one open cycle at a time in Cycle Count Schedule Maintenance.Inventory Management Course Daily Inventory Processing Note Even though you can define cycle count periods in Cycle Count Period Definition with overlapping dates. you can also view the selected parts on the Count Cycle Parts Selected Report. and divides this number among the specified cycle count cycle sequences defined for the month/year. or removed from the cycle sequence using the Cycle Count Part Selection Update program. or manually added to an existing cycle count in Cycle Count Part Selection Update.This method selects items for cycle counting based on the cycle count intervals defined in the Count Interval field (in order of precedence) at the part/warehouse.600 69 . or delete cycles from. Note A part that has been inactivated (by selecting the Inactive check box in the Part Maintenance > Detail sheet) cannot be selected for cycle counting (using the Perform Part Selection option on the Actions menu in Cycle Count Schedule Maintenance). Repetitive . Once you run the Perform Part Selection process: • You can no longer add cycles to. the part would be selected for only one of the cycle schedules. Random . Menu Path Navigate to this program from the Main Menu: • > Cycle Count Schedule Maintenance • Material Management > Inventory Management > General Operations > Cycle Count Schedule Maintenance Perform Part Selection After defining cycle count schedules. • The number of parts selected for each cycle displays on the Cycles sheet. and for each ABC code on the ABC Qtys sheet. the warehouse schedule for this month/year. you must first activate it by clearing the Inactive check box. • Part selection criteria cannot be changed in the Cycle Count Schedule Maintenance > Detail sheet. • The Epicor application flags the selected parts as being attached to a cycle count cycle. Once you do this. they are skipped for any subsequent cycle count selection processing.This method randomly selects parts for cycle counting and uses an algorithm to randomly select the items being counted. the Epicor application locks the cycle schedule record and prevents any further maintenance in Cycle Count Schedule Maintenance while performing the actual cycle count selection processing.0. you use the Perform Part Selection option in the Cycle Count Schedule Maintenance Actions menu for a specific cycle schedule: • While using this process. You can then select or manually add the item for cycle counting and perform all related count-related activities. Click New. verify the current year defaults.Define a Cycle Period. Click Cycle. Repeat steps 2 through 4. select Cycle Count Warehouse. From the Actions menu. 3. but enter DRPLT59375 into the Part field. select New Schedule. The parts you selected for the cycle count schedule display in the Parts Selected grid. In the Cycle Period field. 5. Navigate to Cycle Count Schedule Maintenance. enter DRPLT59250. In the remaining fields. An empty line displays in the grid. 2. Workshop . then search for and select D5H8. 6. 70 Epicor ERP | 10. select XXX-Period (where XXX are you initials). 5. 2. accept the default values and click Save. Click the Calendar button. In the Warehouse field. 4. Menu Path: Material Management > Inventory Management > General Operations > Cycle Count Part Selection Update 1. Now you have to define a cycle schedule for a specific warehouse and cycle count period. define a cycle schedule for the Main warehouse and the cycle period you defined in the Workshop .Daily Inventory Processing Inventory Management Course Workshop . The part description.Define a Cycle Schedule and Select Parts for Counting In the previous workshop you defined the cycle count period.600 .0.Define a Cycle Schedule and Select Parts.Add Parts to Cycle Count Schedule After running Perform Part Selection in Cycle Count Schedule Maintenance. select Perform Part Selection. 4. Select the Cycles sheet to see the total number of parts assigned to each cycle per day. The Parts Selected indicator displays. Add the two parts using Cycle Count Schedule Update. then search for and select the cycle count schedule you generated in Workshop . In this workshop. Exit Cycle Count Schedule Maintenance. 8. 7. Click Save. Navigate to Cycle Count Part Selection Update. From the New menu. ABC code. 3. In the Part field. 9. In the Year field. you decide you need to add two parts to the cycle count schedule. Quantity Adjustment Status and Posting Status for the newly added item display. Menu Path: Material Management > Inventory Management > General Operations > Cycle Count Schedule Maintenance 1. Exit Cycle Count Schedule Update.Define a Cycle Period. Menu Path: Material Management > Inventory Management > General Operations > Count Cycle Maintenance 1. 3. You must generate tags before you can start the count sequence using the Start Count Sequence selection. Workshop . it generates blank tag records for number of tags specified in the Number of Blank Tags field.Inventory Management Course Daily Inventory Processing 6. • It uses the parts selected for the count cycle and generates one tag number for each part/bin/UOM/lot combination associated with the parts/warehouse. click the Cycle Sequence header one time. It assigns an identifying tag number of n. The cycle sequences display starting with 1. you can use the Print Tags selection on the Count Cycle Maintenance Actions menu to print the tags being used in your actual cycle or physical inventory counts. Generate Tags Count Cycle Maintenance > Actions > Generate Tags Use Generate Cycle Count Tags to generate count or blank tag records for a specific cycle in a specified warehouse. a primary bin must be designated for the part. • The Epicor application locks the cycle record and prevents any further maintenance of the specified cycle sequence in Cycle Count Schedule Maintenance or Part Selection Update while generating tag records. Note Count tags are not generated for items with zero on-hand inventory balances and for which a primary bin has not been designated in the Part Maintenance > Sites > Warehouses > Bins sheet. In the Search Results grid. In the Cycle Period field. • If the Blank Tags Only check box has been selected.1 (where n is a sequentially assigned counter number) to each cycle count tag. 5. Once count or blank tags are generated. in the Cycle Period field. • If the part is serial tracked.Define Cycle Period and click OK. In the Search Results grid. If you wish to generate tags for items with zero on-hand inventory balances. • It also sets the status of the cycle sequence to Tags Generated. select XXX-Period (where XXX are your initials) and click Search. Epicor ERP | 10. or assigned to a physical count using Initialize Physical Inventory. select cycle sequence 1 for the cycle period created in Workshop . and with a serial status of Inventory. It generates tag numbers for all parts that were previously assigned to the cycle sequence using the Perform Part Selection option in the Cycle Count Schedule Maintenance Actions menu. The Count Cycle Search window displays. 4. 2. Click the Cycle button. Navigate to Count Cycle Maintenance. it generates one tag for each of the serial numbers for the part that have not been voided or scrapped in the current warehouse.Generate Count Tags Until now you have defined the cycle count sequence and cycle schedule so now you need to generate the tags for the cycle period defined in the Workshop .0. Blank tags can be used to handwrite count quantities in the event the count tags have been lost.600 71 . verify XXX-Period (where XXX are your initials) displays. In the Filters pane. 14. bin.0. If you are entering a count quantity for a blank tag. 9. Click Save. 12. Exit Count Cycle Maintenance. They can only be voided using the Void Tags by Part or Void Blank Tags selections in the Count Cycle Maintenance Actions menu. Close the Print Cycle Count Tags and Print Tags windows. The Generate Count Tags window displays. Select the Print Blank Tags check box. select Generate Tags. Click the Generate Tags button. From the Actions menu.600 . From the Actions menu. Note Count or blank tags cannot be deleted or voided in Count Tag Entry. 17. Click OK to confirm the first and last tags generated. enter 3. The Print Tags window displays. select Start Count Sequence. you can only change the UOM code if the Track Multiple UOMs check box has been selected for the part in Part Maintenance in the Part > Detail sheet. you cannot change the displayed part number. lot. select Print Tags. 8. 7. 13. In the Sheets or Tags field. Before entering count quantities for a tag or sheet. 10. From the Actions menu.Daily Inventory Processing Inventory Management Course 6. • Generate tags for the cycle sequence using the Generate Tags selection in the Count Cycle Maintenance Actions menu. and blank tags can be added only until the cycle sequence has been posted using the Post Counts selection in the Count Cycle Maintenance Actions menu. Open tags can be updated. In the Number of Blank Tags field. verify Tags displays. • Start the cycle sequence using the Start Count Sequence selection in the Count Cycle Maintenance Actions menu. 72 Epicor ERP | 10. Count Tag Entry Use Count Tag Entry to add or update the physical count information for count tags or sheets in a selected cycle sequence. 18. 16. Select the By Part / Bin ID / UOM / Lot Number sort sequence. UOM (unit of measure) code and serial number information. you must: • Create a cycle count schedule in Cycle Count Schedule Maintenance. 19. If the tag for which a count quantity is being entered was not originally generated as a blank tag. Review the tags. 15. Click Print Preview. 11. In this workshop. 8. 6. 4.600 73 . select all the part numbers.Define Cycle Period. Exit Count Tag Entry.Inventory Management Course Daily Inventory Processing Menu Path Navigate to this program from the Main Menu: • > Count Tag Entry • Material Management > Inventory Management > General Operations > Count Tag Entry Workshop . Use the following format (where XXX are your initials): Part Counted Qty Counted By DRPLT48125 10 XXX DRPLT48250 50 XXX DRPLT59125 95 XXX DRPLT59250 94 XXX 7. Click the Tag button. and click Search. your warehouse crew has just completed a physical count of some of the parts and need to update count quantity information. The Count Tag Search window displays. Navigate to the List sheet. 2. From the Search Results grid. Menu Path: Material Management > Inventory Management > General Operations > Count Tag Entry 1. Navigate to Count Tag Entry. 5. Click the Cycle button. Click OK.Count Tag Entry Using the count tags generated in the previous workshop.0. Epicor ERP | 10. update count quantity information for count tags or sheets in your cycle sequence. In the Count Tag List grid enter a Counted Qty and Counted By for all selected parts. 3. Click Save. and search for and select the cycle period created in Workshop . Count Variance Calculation/Report Count Cycle Maintenance > Actions > Count Variance Calculation/Report Use the Count Variance Calculation/Report option from the Actions menu in Cycle Count Maintenance to calculate and analyze variances between the per-count snapshot quantity and counted quantities for parts in a count cycle for a specified warehouse. Count quantities cannot be posted for a part unless it has been properly processed by the Count Variance Calculation/Report. You can also optionally include tags that have been voided using Void Tags by Part and Void Blank Tags.Daily Inventory Processing Inventory Management Course Print Reports Use the Actions menu in Count Cycle Maintenance to generate the reports after physical count information has been entered. the report automatically takes a snapshot of the tolerance levels for counted parts in the specified cycle. You can generate the following reports: • Print Count Parts Not Posted Report • Print Unreturned/Voided Tags Report • Count Variance Calculation/Report Menu Path Navigate to this program from the Main Menu: • > Cycle Count Maintenance • Material Management > Inventory Management > General Operations > Count Cycle Maintenance Print Unreturned/Voided Tags Report Count Cycle Maintenance > Actions > Print Unreturned/Voided Tags Use the Print Unreturned/Voided Tags Report option from the Actions menu in Cycle Count Maintenance to review open tags for which count quantities have not yet been entered for a cycle sequence using Count Tag Entry or Count Entry (Handheld). so that the tolerance variance information on the report matches the criteria used for inventory updates when running Post Counts.0. year. and cycle period. The report also calculates and updates tolerance data used by the Post Counts selection when posting count quantities to inventory.600 . When run. 74 Epicor ERP | 10. All missing tags must be accounted for before the posting and closure of the cycle sequence takes place using the Post Counts selection. Running the Count Variance Calculation/Report is a mandatory step in the Cycle Counting process. 14. 16.Print Reports In this workshop. The Count Cycle Search window displays. The Unreturned/Voided Tags Report window displays. Review and close the Unreturned/Voided Tags report. 4. The Count Variance Report displays. click Yes to continue. 13. 8. verify XXX-Period (where XXX are your initials) displays. The cycle sequences display starting with 1. Accept all the provided defaults. Menu Path: Material Management > Inventory Management > General Operations > Count Cycle Maintenance 1. In the Search Results grid. Epicor ERP | 10. Review and close the Count Variance Report. 9. select XXX-Period (where XXX are your initials) and click Search. The Count Variance Report window displays. 6. select cycle sequence 1 for the cycle period created in Workshop . 11. generate the Print Unreturned/Voided Tags Report and the Count Variance Calculation/Report. In the Search Results grid. From the Actions menu. select Count Variance Calculation/Report.0. verify All Parts defaults. 2. 5. 15. 7.600 75 . In the Cycle Period field. Close the Unreturned/Voided Tags Report window. Verify the Print Tag Detail check box is selected. click the Cycle Sequence header one time. 10. In the Part Detail field. select Print Unreturned/Voided Tags Report. In the Filters pane. Close the Count Variance Report window. From the Actions menu. 3. in the Cycle Period field.Inventory Management Course Daily Inventory Processing Workshop . Remain in Count Cycle Maintenance. 12. The Unreturned/Voided Tags Report displays. Navigate to Count Cycle Maintenance.Define Cycle Period and click OK. Click Print Preview. and click Print Preview. Click the Cycle button. Note If the Unreturned/Voided Tags Report message displays. Menu Path: Material Management > Inventory Management > General Operations > Count Cycle Maintenance 1. Void Blank Tags Count Cycle Maintenance > Actions > Void Blank Tags Use the Void Blank Tags option from the Actions menu in Cycle Count Maintenance to void all unused open blank tags. Use the Deselect All button to clear all selections.Daily Inventory Processing Inventory Management Course Perform Tag Maintenance After entering the physical count in Count Tag Entry. Click the Void All Unused button to void all open blank tags not assigned to a part. You can select multiple tag rows for void. Workshop . In the Search Results grid. and removes the voided tags from the grid. select cycle sequence 1 for the cycle period created in the Workshop . 4.600 . 3. use the Actions menu from Count Cycle Maintenance to perform tag maintenance. click the Cycle Sequence header one time. select XXX-Period (where XXX are your initials) and click Search. Navigate to Count Cycle Maintenance. Use Generate Recount Tags to generate recount tags for parts in the specified cycle sequence that have been flagged as out of tolerance by the Count Variance Calculation/Report but for which count discrepancy reason codes have not been entered using the Count Discrepancy Reason Code Entry program. 76 Epicor ERP | 10. regardless of the rows that are currently selected. The Count Cycle Search window displays. Click the Cycle button.0. in the Cycle Period field. the Epicor application sets the tag status to Void. Once the tags are voided. perform tag maintenance by voiding blank tags. Menu Path Navigate to this program from the Main Menu: • > Cycle Count Maintenance • Material Management > Inventory Management > General Operations > Count Cycle Maintenance Generate Recount Tags Count Cycle Maintenance > Actions > Generate Recount Tags Use the Generate Recount Tags option from the Actions menu in Cycle Count Maintenance to generate tags for parts that need a recount. 2. while the Select All button select all rows.Define Cycle Period and click OK. while the Void All Selected Tags button voids all tags for rows currently selected. In the Search Results grid.Void Blank Tags In this workshop. The Cycle Sequence displays starting with 1. Used blank tags (blank tags already assigned to a part) can also be voided if the associated cycle item has not been flagged as Completed/Posted. In the Filters pane. or individual blank tags for a specified cycle sequence. From the Actions menu. In the Cycle Period field. Click the Void Selected button. 1. The Posting Status for the part changes to Voided. 8.0. Workshop . In the Parts Selected grid. If count tags have not yet been generated for the specified part. Click Save.600 77 . verify XXX-Period (where XXX are your initials) displays. 6. marks the part as voided and moves it to the next scheduled cycle for which the parts have already been selected but for which tags have not yet been generated (if it exists). select Void Blank Tags. 2. Click Save and remain in Count Cycle Maintenance.Inventory Management Course Daily Inventory Processing 5. The Count Cycle Void Blank Tags window displays.Void Count Tag Your cycle counting person was not able to count one of the parts assigned to the cycle count schedule. From the Actions menu. If required. Click the Select All button. the Cycle Count Part Selection Update program can then be used to remove the part from the specified moved-to cycle. select DRPLT59375. If more than one cycle exists that meets these conditions. Click Yes when the confirmation dialog appears. Exit Count Cycle Maintenance. 5. use Cycle Count Part Selection Update in place of Void Tags by Part to remove the part from the cycle. 7. Epicor ERP | 10. Void Tags by Part Count Cycle Maintenance > Actions > Void Tags by Part Use the Void Tags by Part to remove a part from a cycle if count tags or sheets have already been generated using the Generate Tags selection. 4. select Void Tags by Part. Close the Count Cycle Void Blank Tags window. The Blank Tags are removed from the list. you decide to simply void the count tag. The Void Tags by Part selection voids all cycle counts tags that have been generated in the specified cycle sequence for the part. the cycle with the earliest scheduled date is used as the move-to cycle. 3. After analysis. The Void Tags by Part option cannot be used for parts for which inventory adjustments have already been posted to inventory using the Post Counts selection. 9. 78 Epicor ERP | 10.Enter Discrepancy Reason Codes In this workshop. select the cycle count for which you previously entered count quantities using Count Tag Entry. 4. The Count Cycle Search window displays. in the Reason Code column. select the appropriate reason code that specifies why the quantity is out of balance for each of the out-of-tolerance parts.Daily Inventory Processing Inventory Management Course Count Discrepancy Reason Code Entry Use Count Discrepancy Reason Code Entry to enter the reason codes for parts that are out of tolerance.0. pending further investigation. Menu Path: Material Management > Inventory Management > General Operations > Count Discrepancy Reason 1. you will select reason codes for the out-of-tolerance counted parts that you selected in the Workshop . These codes denote the reasons for discrepancies between the actual physical count quantity for a part and the perpetual inventory balance in the Epicor application. and then click OK. but they are not required. Exit Count Discrepancy Reason. 6. In the Search Results pane. 3. Count Variance Calculation/Report in the Count Cycle Maintenance Actions menu evaluates each part within a cycle sequence for out of tolerance quantity conditions. Inventory quantity adjustments cannot be posted for these parts by the Post Counts selection in the Count Cycle Maintenance Actions menu until you enter a reason code into Count Discrepancy Reason Code Entry. 5.Count Tag Entry and display in white. Click OK. Navigate to Count Discrepancy Reason Code Entry. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > General Operations > Count Discrepancy Reason Workshop . 2.600 . Click Save. Select Cycle Count Variance. The Reason Code columns that are out of balance are for the parts selected in the Workshop . This allows parts to be held back from posting. These codes specify the reason why the quantity is out of balance for each of the out-of-tolerance parts. In the Parts Selected grid. You can also enter reason codes for parts that are within tolerance.Count Tag Entry. Click the Cycle button. • It creates PartTran records if it posts count quantity adjustments to the inventory on-hand quantity for the associated warehouse and updates serial number files as necessary. Epicor ERP | 10. and flag parts as completed for a cycle sequence. If an adjustment for General Ledger (GL) was defined for the count discrepancy reason code in Reason Code Maintenance. • When it posts the inventory count quantity adjustment. Count Processing Count Cycle Maintenance > Post Counts > Count Processing For parts that are ready for posting. it uses that rather than the default company inventory adjustment control GL account. It does not post count quantities if the following conditions exist: • Unreturned tags exist for the part. • It flags the associated part count detail and tag records with a posting status of Posted. it displays a message stating how many parts were posted and that processing for the specified cycle sequence is now complete. It states that the Count Variance/Calculation Report must be run. With the Post Counts selection you can post inventory quantity adjustments once count quantities have been entered into Count Tag Entry or Count Entry. the Post Counts selection performs the following tasks: • It determines the exact adjustment quantity and adjustment value.600 79 . Parts ready for posting must meet the following conditions: • Count quantities have been entered for the part into Count Tag Entry or Count Entry (Handheld). or a count discrepancy reason code has been entered for the part into Count Discrepancy Reason Code Entry. it updates the part transaction record with the corresponding discrepancy reason code. • A warning message displays if Post Counts does not select any parts for posting for the specified cycle sequence. after count quantities have been entered for a part. • The part has been flagged as out of tolerance without entry of a corresponding count discrepancy reason code into Count Discrepancy Reason Code Entry.Inventory Management Course Daily Inventory Processing Post Counts Count Cycle Maintenance > Post Counts Use the Post Counts option from the Action menu in Cycle Count Maintenance to post cycle count quantity adjustments to inventory. The Epicor application uses the date entered into the Transaction Date field to determine the accounting period to use for any inventory adjustment transaction postings. • If at least one part is posted. • After posting is complete. • It determines the accounting period to use for the register transactions based on the transaction date entered in the Transaction Date field. • It has been processed by the Count Variance Calculation/Report selection. it updates the cycle posting flag to reflect that posting is in process for the cycle sequence. it sets the cycle status to Complete. • It updates the Last Cycle Count date for each part in the selected cycle sequence. • If all posting of all parts for the selected cycle sequence has been completed. • The final count for part is within tolerance.0. before it can select any count quantities for that part for posting. and voids any unused blank tags. 80 Epicor ERP | 10. select Post Counts.Daily Inventory Processing Inventory Management Course Workshop . 4. click the Cycle Sequence header one time. Exit Count Cycle Maintenance. In the Search Results grid. In the Search Results grid. 10. Click the Cycle button. The Count Cycle Search window displays. select XXX-Period (where XXX are your initials) and click Search. From the Actions menu. 8. In the Post Count Inventory Adjustments window.0. The Post Count Results window displays. The Count Variance Report window displays. Accept all the provided defaults. The Count Variance Report displays.Define Cycle Period and click OK. review the Count Variance Report and post the count results. click the Post button. Click Print Preview. 7. in the Cycle Period field.Post Counts Previously you entered discrepancy reason codes for the out-of-tolerance parts. 11. select cycle sequence 1 for the cycle period created in Workshop . From the Actions menu. 2. Menu Path: Material Management > Inventory Management > General Operations > Count Cycle Maintenance 1. 12. The cycle sequence displays starting with 1. Navigate to Count Cycle Maintenance. 9. click Ok to complete.600 . 6. 3. 5. In the Filters pane. select Count Variance Calculation/Report. Preview and close the Count Variance Report and the Count Variance Report window. The Post Count Inventory Adjustments window displays. In this workshop. In the Post Count Results window. Use the Filter sheet(s) to select the specific records to include on the report. This report includes corresponding legal numbers for part transactions. Each inventory transaction is assigned a transaction type you can use when you filter the report. Use the Selection sheet to select the report parameters. Epicor ERP | 10.600 81 . Order Management. and extended amounts. and adjustment processing. shipping. The legal number is a tracking number required by some countries.Inventory Management Course Daily Inventory Processing Inventory Reporting Time Phased Mtl. Requirements • Production Management > Material Requirements Planning > Reports > Time Phased Mtl. It can be run by warehouse or part class to list all parts by quantity. The legal number is a tracking number that some countries require. unit cost. Time-phase can be run for manufactured or purchased parts. You may find this to be a useful tool in comparing supply against demand. Requirements Inventory Usage Use the Inventory Usage Report to track inventory turns and monthly usage of stock. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > Reports > Time Phased Mtl. Note This report includes corresponding legal numbers for part transactions. refer to the Application Help topic: Filters Overview. Requirements Use the Time Phased Material Requirements Report to link data in the Purchase Management. issue.0. For more information. This report is one of the most important inventory reports. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > Reports > Inventory Usage Material Transaction Detail Use the Material Transaction Detail Report to produce an inventory transaction list created through receipt. Refer to the Field topic in the Application Help for a complete transaction type list. This report analyzes planned receipts and requirements for each part to project future inventory balances. Job Management. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > Reports > Material Transaction Detail Stock Status Use Stock Status Report to create a report that contains a list of the current quantities and extended costs of all parts in Part Maintenance. An exception listing can be used to filter the information displayed to parts where supply and demand are not equal. and Inventory Management modules. Daily Inventory Processing Inventory Management Course Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > Reports > Stock Status 82 Epicor ERP | 10.0.600 Inventory Management Course Conclusion Conclusion Congratulations! You have completed the Inventory Management course. Epicor ERP | 10.0.600 83 Appendix Inventory Management Course Appendix This section consists of documents used during this course, as well as when using the system. Documents included are: • Transaction types Transaction Types Each time an action occurs that affects inventory, the system makes a transaction to the PartTran file using the following transaction types. The Material Transaction Details report found in the Inventory Management module uses these and can be filtered by them. Adjustments • ADJ-MTL - Adjustment to job cost material • ADJ-SUB - Adjustment to job cost subcontract • ADJ-PUR - Adjustment to purchase cost variance • ADJ-CST - Adjustment to stock cost • ADJ-QTY - Adjustment to stock quantity Discrepant Material Reporting • DMR-MTL - DMR to job material • DMR-REJ - DMR to reject • DMR-SUB - DMR to subcontract • STK-DMR - Stock to DMR • SUB-DMR - Subcontract to DMR • DMR-STK - DMR to stock Inspection Processing • ASM-INS - Assembly to inspection • INS-ASM - Inspection to assembly • INS-DMR - Inspection to DMR • INS-MTL - Inspection to job material • INS-STK - Inspection to stock • INS-REJ - Inspection to reject • INS-SUB - Inspection to subcontract • STK-INS - Stock to inspection • SUB-INS - Subcontract to inspection Manufacturing • MFG-WIP - Manufacturing receipt to job 84 Epicor ERP | 10.0.600 Inventory Management Course Appendix • MFG-PLT - Manufacturing receipt to site • MFG-STK - Manufacturing receipt to stock • MFG-VAR - Manufacturing receipt to variance • MTL-DMR - Job material to DMR • MTL-INS - Job material to inspection Purchasing • PUR-INS - Purchase receipt to inspection • PUR-MTL - Purchase receipt to job material • PUR-STK - Purchase receipt to stock • PUR-SUB - Purchase receipt to subcontract • PUR-UNK - Purchase receipt to unknown Return Material Processing • RMA-INS - RMA receipt to inspection Salvage Material Processing • SVG-STK - Salvage material receipt to stock Shipments • MFG-CUS - Shipment of manufacturing job to customer • MFG-VEN - Shipment of manufacturing job to supplier • STK-CUS - Shipment of stock to customer Site • PLT-ASM - Site to assembly • PLT-MTL - Site to job material • PLT-STK - Site to stock Stock Transactions • STK-ASM - Stock to job assembly • STK-MTL - Stock to job material • STK-PLT - Stock to site • STK-SRV - Stock to service • STK-STK - Stock to stock transfer • STK-UNK - Stock to unknown Epicor ERP | 10.0.600 85 600 .Index Inventory Management Course Index I R issue assembly 51 issue material 49 issue miscellaneous material 42 return assembly 57 return material 56 return miscellaneous material 57 M mass issues to manufacturing 50 86 Epicor ERP | 10.0. . you need a Site ID and an EPICweb account. To access this site. go to http://support.Additional information is available at the Education and Documentation areas of the EPICweb Customer Portal. To create an account.com.epicor.