Advanced Material Management

Epicor ERP
Advanced Material
Management Course
9.05.606
Disclaimer
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Advanced Material Management Course Contents
Contents
Advanced Material Management Course.............................................................................5
Before You Begin....................................................................................................................6
Audience.........................................................................................................................................................6
Prerequisites....................................................................................................................................................6
Environment Setup..........................................................................................................................................7
Workshop Constraints..............................................................................................................................8
Overview.................................................................................................................................9
Application Setup Review....................................................................................................11
Company Configuration................................................................................................................................11
Company Configuration Fields................................................................................................................11
Maintenance Programs..................................................................................................................................12
Warehouse Bin Maintenance..................................................................................................................12
Warehouse Bin Maintenance Fields..................................................................................................12
Warehouse Maintenance........................................................................................................................14
Warehouse Maintenance Fields.......................................................................................................14
Workshop - Create a Warehouse and Bins................................................................................15
Reason Code Maintenance.....................................................................................................................15
Reason Code Maintenance Fields.....................................................................................................16
Reservation Priority Maintenance............................................................................................................16
Reservation Priority Maintenance Fields............................................................................................17
Workshop - Create Reservation Priority............................................................................................17
Assign a Reservation Priority Code............................................................................................18
User Account Maintenance.....................................................................................................................18
User Account Maintenance Fields....................................................................................................18
Employee Maintenance...........................................................................................................................20
Employee Maintenance Fields..........................................................................................................20
Workshop - Evaluate and Modify Employee Records.................................................................22
Resource Group Maintenance.................................................................................................................23
Resource Group Maintenance Fields................................................................................................23
Workshop - Evaluate and Modify Resource Groups..........................................................................24
Edit Resource Group Warehouse and Bin Information...............................................................24
Edit the Resource Warehouse and Bin......................................................................................25
Edit the Second Resource Group..............................................................................................25
Edit the Third Resource Group..................................................................................................26
Part Maintenance...................................................................................................................................27
Part Maintenance Fields...................................................................................................................27
Daily Processing....................................................................................................................30
Fulfillment Workbench...................................................................................................................................30
Workshop - Enter a Sales Order..............................................................................................................30
Sales Order Pick List................................................................................................................................31
Epicor ERP | 9.05.606 3

Contents Advanced Material Management Course
Workshop - Submit the Sales Order for Picking................................................................................31

Workshop - Move Parts to Shipping........................................................................................................32
Scheduled Shipments Report..................................................................................................................33
Workshop - Ship Parts.....................................................................................................................33
Customer Shipment Tracker............................................................................................................34
Shop Floor Material Movement......................................................................................................................35
Workshop - Enter a Job..........................................................................................................................35
Review the Job................................................................................................................................37
Review the Part...............................................................................................................................38
Workshop - Create a Purchase Order Using the PO Suggestions..............................................................39
Assign a Buyer for a Non-Stock Part.................................................................................................39
Generate Suggestions......................................................................................................................39
New PO Suggestions.......................................................................................................................40
Workshop - Receive Direct Job Material..................................................................................................40
Workshop - Start the Job........................................................................................................................41
Select the Job to Work On...............................................................................................................42
Job Pick List.....................................................................................................................................43
Move Material.................................................................................................................................43
Complete Setup and Start Production..............................................................................................44
Complete an Operation...................................................................................................................45
Move Completed Parts....................................................................................................................45
Workshop - Review the Job Status..........................................................................................................46
Shop Tracker...................................................................................................................................46
Workshop - Complete the Job................................................................................................................46
Begin Production.............................................................................................................................47
Check Active Resources...................................................................................................................47
Complete the Operation..................................................................................................................48
Move the Completed Parts to Inventory...........................................................................................48
Workshop - Review the Job....................................................................................................................49
Quality Assurance Inspection Process.............................................................................................................49
Workshop - Receive Materials.................................................................................................................49
Receipt Tracker................................................................................................................................50
Workshop - Move Materials to Inspection...............................................................................................50
Workshop - Inspect Materials..................................................................................................................51
Workshop - Move Material to the Job.....................................................................................................52
Conclusion.............................................................................................................................53
Appendix...............................................................................................................................54
Cost Types.....................................................................................................................................................54
Backflush.......................................................................................................................................................54
Transaction Types..........................................................................................................................................56
4 Epicor ERP | 9.05.606

Advanced Material Management Course Advanced Material Management Course
Advanced Material Management Course
This course takes you through the features and functionality of the Advanced Materials Management (AMM)
module.
Hands-on workshops guide you through this module.
AMM provides the ability to electronically process move requests between inventory and shipping staging or
from receiving to inventory. It also allows you to allocate finished parts in work in process or inventory.
Upon successful completion of this course, you will be able to:
• Understand the setup necessary for AMM.
• Create sales order allocations using the Fulfillment Workbench.
• Receive incoming material.
• Move finished products to inventory and purchase order receipts to inspection and to the job.
Epicor ERP | 9.05.606 5

Before You Begin Advanced Material Management Course
Before You Begin
Read this topic for information you should know in order to successfully complete this course.
Audience
Specific audiences will benefit from this course.

• Shop Floor Managers
• Job Planners
• Buyers
• Material Managers
• Production Managers
• Schedulers
• Project Team Leaders
Prerequisites
In order to complete the workshops in this course, all necessary modules must be licensed and operating in your
training environment. For more information on the modules available, contact your Epicor Customer Account
Manager at EpicorCAM@epicor.com. It is also important you understand the prerequisite knowledge contained
in other valuable courses.
• Navigation Course - This course introduces navigational aspects of the Epicor application's user interface.
Designed for a hands-on environment, general navigation principles and techniques are available at each of
the interface levels in the Epicor application - system, module, and program. Workshops focus on each of
these levels and guide you through each navigational principle introduced.
• 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. This course emphasizes the
series of processes that make up the quote to cash process by using a simple scenario to highlight various
transactions. Your organization may have more complex processing routines than those described in this
course.
• Manufacturing Foundations Course - The Manufacturing Foundations course introduces you to the principal
building blocks in establishing a strong manufacturing environment. This course discusses the necessary
prerequisites involved with efficient production floor configuration.
• Manufacturing Execution System Course - This course discusses the Manufacturing Execution System
(MES), an easy-to-use, online application that allows you to enter labor and inventory transactions while work
is done on the shop floor.
• Order Management Course - This course discusses the Order Management module and how it facilitates
the flow of manufactured items from inventory or jobs to the customer. A shipping transaction is performed
whether items are shipped from stock or from work in process (WIP). All shipping transactions are captured
during invoicing in the Accounts Receivable (AR) module, creating financial transactions that post to the
general ledger (GL). Order entry and shipping are directly affected by the nature of the product and the
process, specifically whether the items are built-to-order or shipped from stock.
6 Epicor ERP | 9.05.606

Advanced Material Management Course Before You Begin
• Job Management Course - This course describes the features and functionality of the Job Management
module. Job Management provides a comprehensive manufacturing control system designed for routing,
scheduling, costing, and tracking custom or repetitive parts produced for inventory or shipped to the customer
from the plant floor.
• Inventory Management Course - This course provides an overview of the inventory management process.
Use this module to update and maintain raw materials, work in process (WIP), as well as finished goods
inventory quantities and costs.
• Purchase Management Course - This course focuses on the Purchase Management process. This process
includes the creation and approval of purchase orders (POs) and requisitions, managing suppliers and their
price lists, working with purchase order suggestions, and monitoring the purchase order process using related
reports and trackers. The advanced functionality in the Supplier Relationship Management and Purchase
Contract modules also aids in managing purchase orders.
Environment Setup
The environment setup steps and potential workshop constraints must be reviewed in order to successfully
complete the workshops in this course.
Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience
Epicor functionality in action but does not affect data in your live, production environment.
The following steps must be taken to successfully complete the workshops in this course.
1. 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. Do not complete
the course workshops in your live, production environment.
Note It is recommended that multiple Epicor demonstration databases are installed. Contact
Support or Systems Consulting for billable assistance.
• The Epicor demonstration database is at the same service pack and patch as the Epicor
application. Epicor's education team updates the Epicor demonstration database for each service pack
and patch. If your system administrator upgrades your Epicor application to a new service pack or patch,
he or she must also download the corresponding Epicor demonstration database from EPICweb > Support
> Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completing
the course workshops.
• Your system administrator restored (refreshed) the Epicor demonstration database prior to
starting this course. The Epicor demonstration database comes standard with parts, customers, sales
orders, and so on, already defined. If the Epicor demonstration database is shared with multiple users
(that is, the database is located on a server and users access the same data, much like your live, production
environment) and is not periodically refreshed, unexpected results can occur. For example, if a course
workshop requires you to ship a sales order that came standard in the Epicor demonstration database,
but a different user already completed this workshop and the Epicor demonstration database was not
restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written
the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users
from manipulating the data in your installation of the Epicor demonstration database.
2. Log in to the training environment using the credentials manager/manager. If you are logged into your
training environment as a different user, from the Options menu, select Change User.
3. From the Main menu, select the company Epicor Education (EPIC06).
Epicor ERP | 9.05.606 7

Before You Begin Advanced Material Management Course
4. From the Main menu, select the Main Plant.
Workshop Constraints
All workshops in this course can be performed only once in each instance of a restored (refreshed) database. If
a user has already completed these workshops in the database, the database must be restored (refreshed) before
another user can complete this course.
8 Epicor ERP | 9.05.606

Advanced Material Management Course Overview
Overview
Advanced Material Management (AMM) enables manufacturers to produce electronic requests for materials,
dispatch those materials, and track all inventory movements including raw materials and work in process (WIP).
Using wireless terminals and bar coding technology, manufacturers can track inventory in real-time. A manufacturer
that uses the Epicor application has complete control and visibility of raw materials and WIP as it travels throughout
the application.
Review this list for information on key features in the Advanced Material Management (AMM) module. Pick and
pack orders ahead of time, then relieve inventory when the order actually ships. Optionally create an invoice in
Accounts Receivable following shipment to a customer. Print tags on demand enabling employees to properly
label containers or to create custom labels to meet customer requirements. Print customizable bill of lading forms
for your shipments. Track shipments sent to customers. Divert planned receipts into inventory to receive directly
to a job, or vice versa. Labels can be automatically printed from any transaction that occurs within AMM. The
Bartender can also assemble labels that originate from the Material Queue. Optionally mass release shipping
lines from orders with same ship-to addresses. Use an online queue of raw material and WIP parts to manage
requests to locate and deliver the right parts to the correct resource at the appropriate time. View information
about miscellaneous shipments. Enter online any miscellaneous receipts to a job or into inventory.
Print packing slips to fill orders to customers or ship parts to subcontractors with general or detailed line comments.
Quickly and accurately identify WIP and inventory containers with system-generated bar codes. Create online
payment vouchers in Accounts Payable from purchase order receipts. Set up pick face inventories and manage
inventory levels automatically for replenishment. Treat your best customers with the highest priority by
automatically allocating inventory to the highest priority orders first. Reserve or allocate materials from stock or
directly from a linked job to make certain that you ensure your highest priority customers the greatest care.
Track receipts for goods that you have received.
Report pieces to good, scrap, and non-conforming product from one window while still clocked into the job.
Reserve specific parts in inventory for designated orders. Manage sales order allocations with greater efficiency
and create more effective picking and shipping. Eliminate data entry mistakes and increase transaction speed
by simply scanning a bar code tag to complete an entire transaction. Ensure that only the right employees are
able to update inventory information, including requesting material and reporting pieces. Shipping and Receiving
provides a central application within the application to monitor incoming and outgoing items, whether they are
shipments against an order, subcontract parts being sent to a vendor, raw material being received from a purchase
order to a job or into inventory, or filling an order from stock. Optionally print customized shipping labels for
each order. Labels include the customer's name and address. They can also include the purchase order number,
sales order number, ship via, number of packages, shipping comment and weight fields. Generate executive
summary of company trends regarding delivery performance, including number of shipments made, percentage
of on-time delivery and average daily variance between customer promise and delivery. Request raw materials
or WIP product to be moved into the materials handler's queue online and in real-time. Track shipments and
receipts of subcontract items online, with graphical, point-and-click entry. Automatically create packing slips
from open order releases selected for picking. Designate orders to be picked based on the staging warehouse
and unique bin location, or view all orders available for shipping by staging warehouse. Create customizable
packing slips and shipping labels. Display all WIP parts buffered in front of the resource (or resource group) on
screen with the ability to zoom in to container detail. Move WIP parts into inventory storage locations or stage
WIP at the next resource based on available space and time. WIP staging provides flexibility and convenience
when an operation in a high volume resource is followed by an operation in a low volume resource, or when the
next resource is currently busy running another job. Once inventory becomes WIP, monitor the movement of
inventory and access online detailed movement records as well as current location status. Drill down into the
detail for lot and serialized traceability. In addition to inventory, the Epicor application offers this traceability for
consumable tooling, semi-finished products and non-stocked items.
Epicor ERP | 9.05.606 9

Overview Advanced Material Management Course
1. Fulfillment Workbench
• Reserves specific parts in inventory for specific sales orders.
• Prioritizes orders to allocate stock to the highest priority customers first.
• Provides more efficient picking and shipping of sales orders.
2. WIP Movement and Tracking

• Requests raw material or WIP to be moved in real-time.
• Monitors WIP movement.
• Obtains the current location of WIP.
• Drill-downs for serial or lot tracking numbers.
3. Other Features
• A material queue is available of parts to deliver to resource groups or resources.
• Bar codes can be printed at various times to label containers in order to identify WIP and inventory.
10 Epicor ERP | 9.05.606

Advanced Material Management Course Application Setup Review
Application Setup Review
This section of the course reviews common company configuration factors and master file factors applicable to
the Advanced Material Management module.
Company Configuration
Company Configuration defines options for companies in the Epicor application. Use these options to customize
the Epicor application to best fit each company within your organization.
When you install the Epicor application, one company record is created by default. You can then use this program
to define how the company interacts with the various modules you have licensed.
Note You can purchase a Multi-Site license that enables you to set up multiple companies within Company
Configuration. To do this, first create the company within the Epicor Administration Console. You can then
display the new company in this program and configure it as necessary.
Menu Path
Navigate to this program from the Main Menu:
• System Management > Company Maintenance > Company
Important This program is not available
®
in the Epicor Web Access™ interface. You can launch this program
from an Epicor Smart Client (Windows ) interface.
Company Configuration Fields
Not all the fields in Company Configuration are discussed in this course; to learn more about these fields, refer
to the Application Help.
All Modules Configuration

Navigate to the Modules > All Modules > General sheet to see where you can define general application
defaults.
General
Select the general warehouse for the company in this field. This defaults into each part record as it is entered,
but it can be changed.
Receiving
Select the default receiving warehouse and bin in this field. This is where all incoming shipments are placed when
they are received.
Shipping
Select the default warehouse and bin used when products are staged for production in this field.
Inventory Module Configuration

Navigate to the Modules > Materials > Inventory > General sheet.
Epicor ERP | 9.05.606 11

Application Setup Review Advanced Material Management Course
Print Bar Codes

You can print selected bar codes in several modules. To print bar codes, you must select this check box. Bar codes
are of particular importance in the AMM module when you print labels.
Use Inventory Adjustment Reasons
Select this check box if you require reason codes be used when you adjust inventory balances. Inventory reason
codes can have General Ledger (GL) codes attached for accounting reasons.
Quality Assurance Module Configuration

Navigate to the Modules > Production > QA sheet.
Default Inspection Warehouse
This warehouse defaults into transactions that are moved to Quality Assurance for inspection.
Maintenance Programs
This section of the course covers maintenance programs necessary for the Advanced Material Management
(AMM) module. In some instances fields on a specific master file do not apply to AMM.
Warehouse Bin Maintenance
Use Warehouse Bin Maintenance to identify the specific bins where inventory is stored in a warehouse.
Important At least one bin location is required for a warehouse.
Menu Path
• Material Management > Inventory Management > Setup > Warehouse Bin
Warehouse Bin Maintenance Fields
Not all the fields in Warehouse Bin Maintenance are discussed in this course; to learn more about these fields,
refer to the Application Help.
Bin
This field specifies the code that uniquely identifies the bin.
Description
This field specifies the full description of the bin.
Zone
This field specifies the warehouse zone is which this bin is located. A zone is a group of bins within the specified
warehouse. Select the warehouse bin zone from a listing of bin zones previously established in Warehouse Bin
Zone Maintenance. This is an optional entry.
12 Epicor ERP | 9.05.606

Size
This field specifies the bin size group. The bin size group code contains measurements that designate the size
(height, width, length) and volume of the bin. Bin size group codes are defined in Warehouse Bin Size Group.
Sequence
This field specifies a numeric sequence number used for sorting and reporting within the Epicor application.
Inactive
Select this check box if the bin is inactive. Bins can only be marked as Inactive if they are empty (contain no
inventory balance). Once marked Inactive, you cannot use the bin in any new transactions.
Non-Nettable
Select this check box if parts in this bin should not be included in on-hand quantities. Inventory stored in a
non-nettable bin is not available in the Fulfillment Workbench.
Portable
Select this check box if this bin is portable and is not in a fixed location. Portable bins do not have a dedicated
physical location. The Epicor application uses this in fulfillment processing.
Replenishable
Select this check box if this bin is replenishable. The Epicor application uses this in fulfillment processing.
Standard
The standard bin stores normal inventory balances (owned by the company, not a customer or supplier). This is
the default setting.
Customer Managed
This field specifies the inventory in this bin is customer-owned; special processing rules apply to this inventory. If
you select this option, use the field below it to enter the assigned customer ID, or click Customer to search for
and select a customer record. The customer name displays in the next field. A customer-owned bin can only
contain inventory from one assigned customer ID.
Supplier Managed
This field specifies the inventory stored in this bin is supplier owned; special processing rules apply to this inventory.
If you select this option, use the field below it to enter the assigned supplier ID, or click Supplier to search for
and select a supplier record. The supplier name displays in the next field. A supplier-owned bin can only contain
inventory from one assigned supplier ID.
Aisle
If the Portable check box is cleared, specify the aisle in which the bin is located. This is an optional entry.
Face
If the Portable check box is cleared, specify the face in the aisle in which the bin is located. The Epicor application
uses this in fulfillment processing. This is an optional entry.
Epicor ERP | 9.05.606 13

Elevation
If the Portable check box is cleared, specify the bin elevation within the specified aisle and face in which the bin
is located. A bin on ground level typically has an elevation of 1, while the bin above it has an elevation of 2. The
Epicor application uses this in fulfillment processing. This is an optional entry.
Max Fill
This field specifies the maximum fillable quantity for this warehouse bin. The default is zero, but you can override
it. The Epicor application uses this in fulfillment processing.
Percent Fillable
This field specifies the fillable percentage for this warehouse bin. The default is zero, but you can override it. The
Epicor application uses this in fulfillment processing.
Warehouse Maintenance
Use Warehouse Maintenance to set up warehouses. You can group items in your inventory in each warehouse.
You must set up at least one warehouse before you can enter any parts in Part Maintenance.
When you set up a warehouse, it is automatically set up in the plant into which you are currently logged. You
can also share the warehouse with other plants. You can do this in Plant Maintenance, on the Shared Warehouses
sheet.
A shared warehouse is a warehouse that belongs to one plant in particular, but when you share it with one or
more other plants, you can directly issue parts from or receive parts into the warehouse from all of the plants
with which it has been shared.
In order to set up more than one warehouse in this program, you must license the Advanced Material Management
(AMM) module.
Note Even if you do not physically have separate warehouses with multiple bins, you should still set up
logical warehouses and bins that can help you keep track of inventory within the same location.
Menu Path
• Material Management > Inventory Management > Setup > Warehouse
• Production Management > Quality Assurance > Setup > Warehouse
Warehouse Maintenance Fields
Not all the fields in Warehouse Maintenance are discussed in this course; to learn more about these fields, refer
Warehouse
This 10 character field is used as a unique identifying code for each warehouse. Examples are RAW for raw
materials or FIN for finished goods.
Description
This is the full description for the ID.
14 Epicor ERP | 9.05.606

Name, Address, City, and State

These fields are for reporting and informational purposes.
Workshop - Create a Warehouse and Bins

Navigate to Warehouse Maintenance.
Menu Path: Material Management > Inventory Management > Setup > Warehouse
1. From the New menu, select New Warehouse.
2. In the Warehouse field, enter PLANT.
3. In the Description field, enter Plant Floor.
4. Click Save.
5. From the Actions menu, select Bins.

Warehouse Bin Maintenance displays.
6. Click New.
7. In the Bin field, enter MACH.
8. In the Description field, enter Machining.
9. Click Save.
10. Repeat steps 6 - 9 to create two additional bins. Use the following table as a data entry guide:
Bin Description
ASSY Assembly
FGS Finished Goods Staging
11. Exit Warehouse Bin Maintenance and Warehouse Maintenance.
Reason Code Maintenance
Use Reason Code Maintenance to assign standard explanations for Customer Relationship Management (CRM)
events, labor scrap and rework, inventory adjustments, and Return Material Authorization (RMA) entries.
To use reason codes, select the appropriate options in Company Configuration. Next, 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
Epicor ERP | 9.05.606 15

The following reason codes are used in manufacturing:

• Scrap - This is used to identify a non-conformance quantity.
• Quality Assurance - This is used for inspection and corrective actions.
• Inventory Adjustments - This is used to identify items pulled from inventory that are non-conforming.
• Rework - This is used for items sent back to be re-worked.
Menu Path
• Financial Management > Deferred Revenue Accounting > Setup > Reason Code
• Material Management > Inventory Management > Setup > Reason Code
• Production Management > Job Management > Setup > Reason Code
• Production Management > Quality Assurance > Setup > Reason Code
• Sales Management > Customer Relationship Management > Setup > Reason Code
• Service Management > Field Service > Setup > Reason Code
For CRM users, the Main Menu appears as:
• Customer Relationship Management > Sales and Marketing Management > Setup > Reason Code
Reason Code Maintenance Fields
Not all the fields in Reason Code Maintenance are discussed in this course; to learn more about these fields, refer
Reason Code
This is aunique identifier of the reason for scrapping or reworking parts, adjusting inventory, or accepting a
customer return.
Description
The description of reason.
Count Discrepancy Reason

Select this check box to indicate that this Reason Code can be used for counting discrepancy.
Reservation Priority Maintenance
Reservation Priority Maintenance is used by the Advance Material Management (AMM) module to automatically
reserve on-hand quantity of an item for specific customers.
Customers that have a higher reservation priority code have stock quantities allocated to their orders first.
Tip If the Advanced Material Management (AMM) module is installed, this special maintenance program
becomes available.
Menu Path
• Sales Management > Order Management > Setup > Reservation Priority
16 Epicor ERP | 9.05.606


• Customer Relationship Management > Order Management > Setup > Reservation Priority
Reservation Priority Maintenance Fields
Code
The field identifies allocation priority. For example:
• High
• Low
Description
The brief description of the allocation priority. This description displays in the Allocation Priority field in Customer
Maintenance. For example:
• High Priority
• Low Priority
Priority
This is the value that assigns part allocations. The Priority value indicates how many days, plus or minus the
Order Due Date, by which the allocations should be ranked. A Zero (0) priority indicates that no special allocation
needs to be applied around the Due Date. A negative entry, like -3, means that the priority is less than the Order
Due Date. Orders with this priority should not be fulfilled until all orders with a greater priority are finished.
Example Customers assigned this code need to have their orders arrive at least 4 days before the Order
Due Date. This is a good setting for a High Priority code. 0 = Customers assigned this code do not need
any special consideration; these orders should ship on the Order Due Date. This is a good setting for a
Normal Priority code. You probably will use this code for new customers. -3 = Customers assigned this
code can have their orders slip by as many as three days without causing a problem. This is a good setting
for a Low Priority code. You would use this code for replenishing stock.
Workshop - Create Reservation Priority

Navigate to Reservation Priority Maintenance.
Menu Path: Sales Management > Order Management > Setup > Reservation Priority
Tip The CRM menu path is: Customer Relationship Management > Order Management > Setup >
Reservation Priority
1. Click New.
2. In the Code field, enter HIGH.
3. In the Description field, enter High Priority.
4. In the Priority field, enter 1.
5. Click Save.
6. Click New.
7. In the Code field, enter LOW.
Epicor ERP | 9.05.606 17

8. In the Description field, enter Low Priority.
9. In the Priority field, enter 2.
10. Click Save and exit Reservation Priority Maintenance.
Assign a Reservation Priority Code

Navigate to Customer Maintenance.
Menu Path: Sales Management > Order Management > Setup > Customer
Tip The CRM menu path is: Customer Relationship Management > Order Management > Setup > Customer
1. In the Customer field, enter Dalton and press Tab.
2. In the Reservation Priority field, select High Priority.
3. Click Save and exit Customer Maintenance.
User Account Maintenance
Use User Account Maintenance to enter basic information, security access, and application privileges for all
users. Anyone who accesses the Epicor application must be set up in this program.
All users must have a defined user ID, name, and password. In this program, you can also define addresses, phone
numbers, and other company information.
Users are commonly created by the Epicor application implementation team. The system administrator grants
security permissions based on the user's role in the company.
Menu Path
• System Management > Company Maintenance > User
• System Management > Security Maintenance > User Security
User Account Maintenance Fields
Not all the fields in User Account Maintenance are discussed in this course; to learn more about these fields, refer
Detail Sheet
User ID
The code that uniquely identifies a particular user. Each user in the application will be prompted for this ID when
he or she attempts to sign on. If at all possible, assign users their own names as their User IDs, so that their IDs
will be easy for them and others to remember. If names conflict, then add initials to make them unique.
Require Single Sign-On
Select this check box to indicate that this user has to use his/her operating system (Windows, Unix, and so on)
logon information as the logon for Epicor.
18 Epicor ERP | 9.05.606

Security Sheet
Allow Enterprise Search
Select this check box to specify that the user can access the Epicor Enterprise Search functionality.
Enterprise Search is an optional search application which you can use to retrieve indexed content from within
your Epicor application and then quickly launch specific programs to display the data returned from the search.
The data is indexed using a series of delivered Business Activity Queries (BAQs) that provide a starting point
for the primary data available when you first install the application. You can, however, extend this functionality
by adding user-defined BAQs into the indexing service.
Allow Epicor Web Access
Select this check box to indicate that the current user can display the Epicor application through a web browser.
This separate web format is called Epicor Everywhere.
These web forms are generated from Epicor application programs. Because of this, the appearance and functionality
of the Epicor Everywhere forms is nearly identical to the Epicor smart client programs, but do not require that
you install the Epicor client. You can run Epicor Everywhere programs on multiple operating systems and on
multiple devices - including handheld devices.
Allow Main Menu Tabs
Select this check box to indicate that the current user can create and edit tabs on the Main Menu. Users access
this function from the Main Menu by clicking Options > Preferences. Within the Preferences window, users
create new tabs to display on the Main Menu using the Tabs sheet.
Allow Mobile Access
Select this check box to specify that the user can access the Epicor application on supported mobile devices.
Group Sheet
Use these group panes to select which security groups are assigned to the current user record. When you move
a group to the Authorized pane, the user is included within this security group and will have the privileges
assigned to this group. For example:
• Office Manager
• Sales
• Shop Employees
Company Sheet
Use the Company > Detail sheet to indicate to which companies the user has access. The following are important
fields:
Company
Use this drop-down list to select the internal company for which the current user has access. After you click the
New menu and select New Company, this field activates. Select the company you need from the available
options.
Employee
This field defines the name this user will enter as a shop employee within the selected company. A required field,
either enter or select the shop employee name you need within this field.
Workstation
This field defines the identifier for the work station the user logs into within the current company. Either enter
the work station identifier directly or select an identifier from the drop-down list.
Epicor ERP | 9.05.606 19

Employee Maintenance
Use Employee Maintenance to create an employee record. Employees perform work on jobs and enter labor
in Time and Expense Entry. If an employee is connected to a User ID, the associated password is required for the
employee to log into the Manufacturing Execution System (MES).
Employee Maintenance is most valuable if you do not have the Payroll module. The Job Management module
uses an employee file separate from the Payroll module.
• If the Payroll module is installed, enter employees. They automatically display in the Employee file, where you
can activate other fields. If necessary, update the employee details. When you update employee details in the
Payroll module, the employee record updates automatically.
• An employee added to Payroll Employee Maintenance cannot be added again in Employee Maintenance. If
you select the Active Employee check box in Payroll Employee Maintenance, the employee is automatically
part of Employee Maintenance. You can return to Payroll Employee Maintenance at any time to select this
check box.
An employee can start a shift when the payroll administrator is unavailable. In this scenario, the employee is
entered in Employee Maintenance to allow them to record time. The payroll administrator can pull the entry into
the Payroll module at a later time. Temporary employees who report time must also be entered in Employee
Maintenance.
Menu Path
• Material Management > Inventory Management > Setup > Employee
• Production Management > Job Management > Setup > Employee
• Service Management > Expense Management > Setup > Employee
• Service Management > Field Service > Setup > Employee
• Service Management > Project Management > Setup > Employee
• Service Management > Time Management > Setup > Employee
Employee Maintenance Fields
Not all the fields in Employee Maintenance are discussed in this course; to learn more about these fields, refer
Detail Sheet
Employee ID
This field specifies the employee ID.
Status
In this field select active or inactive.
Payroll Employee
Select this check box if this is a payroll employee. This enables the Payroll module to access this employee.
Service Technician
Select this check box if this employee is a Service Technician and the Field Service module is installed.
Material Handler
20 Epicor ERP | 9.05.606

Select this check box if this employee is a Material Handler. This provides access to material handling functions
in the Manufacturing Execution System (MES).
Shop Supervisor
Select this check box if this employee is a Shop Supervisor.
Shipping/Receiving
Select this check box if this employee is a Shipping and Receiving person. This provides access to the shipping
and receiving functions in the MES.
Production Worker
Select this check box if this employee is a Production Worker. This provides access to specific functions in the
MES.
Warehouse Manager
Select this check box if this employee is a Warehouse Manager. This provides access to specific functions in the
MES.
Production Info Sheet

Shift
Select the employee's shift in this field.
Expense
Select the default expense code for this employee’s labor in this field.
Department
Select the employee's home department in this field.
Labor Rate
This is the dollar amount that applies to labor transactions. If the Payroll module is installed, this field is unavailable
and you must maintain the rate in the Payroll module.
User Name
This option allows a shop employee to use another employee's ID if they are not in security as a system user.
Request Material
Select this check box if this employee is a production worker and can request material. This provides access to
request material functions in the MES.
Report Quantity
Select this check box if this employee is a production worker and can report quantity.
Override Job
Select this check box to allow the user to override his/her current job and report quantity for another job.
Report Scrap Quantity
Select this check box if this employee is allowed to report scrap quantities.
Report Non-Conf Quantity
Select this check box if this employee is allowed to report non-conformance quantities.
Epicor ERP | 9.05.606 21

Employee Records Used in this Course
Role Name ID Resource/Activity Password

Material Handler John J. Lewis 197 Moving material
Shop Worker 1 Zeke Graham 600 VM3 zgraham
Shop Worker 2 Jack Sawyer 101 ASMB
Shipping Manager Cory V. Snyder 700 Shipping/receiving
Supervisor Charles L.Johnson 105
Purchasing Henry Crabtree none Purchasing hcrabtree
Inspector Inspector Closseau none Inspector iclosseau
Workshop - Evaluate and Modify Employee Records

Navigate to Employee Maintenance.
Menu Path: Production Management > Job Management > Setup > Employee
1. In the ID field, search for and select all of the following employees:
• John Lewis
• Zeke Graham
• Jack Sawyer
• Cory Snyder
• Charles Johnson
Tip: To select all of the above employees at the same time, hold down the Ctl key, select each employee,
and click OK.
2. On the Detail sheet, verify or select the following information for each employee. Use the tree view to
navigate between employee records. If changes are made to an employee record, click Save before moving
to the next employee record.
Name Material Shop Shipping and Production Payroll

Handler Supervisor Receiving Worker Employee
John Lewis Select Select
Zeke Graham Select Select
Jack Sawyer Select Select
Cory Snyder Select Select
Charles Johnson Select Select Select Select Select
3. Navigate to the Production Info sheet.
4. Verify or select the following information for each employee. Use the tree view to navigate between employee
records. If changes are made to an employee record, click Save before moving to the next employee record.
22 Epicor ERP | 9.05.606

Name Department Request Material Report Quantity

John Lewis Assembly Department
Zeke Graham Machining Department Select Select
Jack Sawyer Assembly Department Select Select
Cory Snyder Sheet Metal Department
Charles Johnson blank Select Select
5. Exit Employee Maintenance.
Resource Group Maintenance
Use Resource Group Maintenance to set up resource groups and resources to be assigned to operations and
used during job entry for scheduling purposes. Each resource group must have at least one resource and is inactive
until a resource is created for it.
Resource groups and resources carry labor and labor burden cost estimates. They define where and how to
perform operations. Resource groups can also be used to build part routings in the Engineering Workbench and
in Quote Entry.
Menu Path
• Production Management > Engineering > Setup > Resource Group
• Production Management > Job Management > Setup > Resource Group
• Production Management > Scheduling > Setup > Resource Group
• Sales Management > Configurator Management > Setup > Resource Group
• Service Management > Expense Management > Setup > Resource Group
• Service Management > Maintenance Management > Setup > Resource Group
• Service Management > Project Management > Setup > Resource Group
• Service Management > Time Management > Setup > Resource Group
• Customer Relationship Management > Configurator Management > Setup > Resource Group
Resource Group Maintenance Fields
Not all the fields in Resource Group Maintenance are discussed in this course; to learn more about these fields,
refer to the Application Help.
Note Each resource group must have at least one resource, which can be a person, place, or object used
during production.
Example
• A specific machine, such as a CNC machine
• A specific place in the plant, such as
Shipping
• A tool used during production
Epicor ERP | 9.05.606 23

• A person, such as an inspector
Input Warehouse and In Bin

These fields indicate the location where work in process (WIP) material is stored when moved to this resource
group.
Output Warehouse and Out Bin

These fields indicate where the WIP material is moved when it leaves this resource group.
Auto Move
Select this check box when WIP material can be moved automatically.
Note If WIP material is automatically moved, the application first looks at the resource and if it finds a
warehouse and bin, it automatically moves the WIP material to the resource. If no warehouse and bin are
found or if the resource fields are defaulted to the resource group, the WIP material is moved there.
Material Moves
The Epicor application can automatically move material from one WIP warehouse and bin to another WIP
warehouse and bin.
Note Below is an example of a move, using a job with the following operations:
Operation Name Input Warehouse Output Warehouse In Bin Out Bin

Number
10 CNC Plant Floor Plant Floor CNC ASSY
20 ASMB Plant Floor Plant Floor ASMB ASMB
In this example, when you report parts as complete at operation 10, a move request is placed in the move
queue for the material to move from the CNC bin to the ASSY bin. If the user does not want a move
request placed in the queue but wants the WIP material moved, he/she must select the Auto Move check
box to accomplish this.
If the input bin of operation 20 is different from the output bin of operation 10, a move request occurs.
If the input bin of operation 20 and the output bin of operation 10 are the same, a move request does not
occur.
Workshop - Evaluate and Modify Resource Groups
During this course, the VM3 and Assembly Blue Crew resource groups are used. In this workshop, evaluate
the resource group and determine how the Advanced Material Management module responds to the warehouses
set up.
Edit Resource Group Warehouse and Bin Information

Navigate to Resource Group Maintenance.
Menu Path: Production Management > Job Management > Setup > Resource Group
1. In the Resource Group field, search for and select VM3 Vertical Mill 3x Matsuura.
2. In the Backflush Warehouse field, select Production Floor.
24 Epicor ERP | 9.05.606

3. In the Backflush Bin field, search for and select MCH.
4. Verify the Location check box is selected.
5. Verify the Auto Move check box is cleared.

This ensures a move request is created in the material move queue.
6. Click Save.
Edit the Resource Warehouse and Bin
1. Navigate to the Resources > Detail sheet.
2. Select the following information:
Field Data
Input Warehouse Production Floor
Input Bin MCH
Output Warehouse Production Floor
Output Bin MCH
Backflush Warehouse Production Floor
Backflush Bin MCH
4. Click Save.
Edit the Second Resource Group
1. Navigate to the Detail sheet.
2. In the Resource Group field, search for and select Assembly Work Force.
Field Data
Input Bin ASM
Output Warehouse Inspection Area
Output Bin INSI
Backflush Warehouse Main
Backflush Bin 01-02-01
Epicor ERP | 9.05.606 25

6. Click Save.
Edit the Third Resource Group
1. In the Resource Group field, search for and select Asm Bench.
Field Data
Input Bin ASM
Output Bin INSI
5. In the tree view, expand the Resources node and select Assembly Bench #1.
The Resource > Detail sheet displays.
Field Data
Input Bin ASM
Output Bin INSI
8. Click Save and exit Resource Group Maintenance.
26 Epicor ERP | 9.05.606

Part Maintenance
Use Part Maintenance to enter or update part information. Parts are either purchased items you use for raw
materials or subassemblies or manufactured items you use to fill sales orders.
Each part record contains crucial data you may need for purchase or production needs. A part record contains
general information such as part number, description, and search criteria. Also, a part record defines inventory
information, which includes unit of measure (UOM) options for sales, purchases, inventory, non-stock classifications,
serial number tracking, and weight values. You also define warehouse and bin information for each part, including
Minimum, Maximum, and Safety Stock quantities. If this part is included in a sales kit, define these parameters
as well.
When you set up a part, all plants within the company can access the part and use it on jobs. You can also select
parts as materials on quote, job, or part methods of manufacturing. If you use the Engineering module, any
purchased or manufactured parts on a bill of material must have a record set up in Part Maintenance.
Tip Most modules do not require parts to exist in Part Maintenance, but it is recommended that you enter
parts in this program, as each record requires little data and can save you data entry time later.
Menu Path
• 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
• Sales Management > Configurator Management > Setup > Part
• Sales Management > Demand Management > Setup > Part
• Sales Management > Order Management > Setup > Part
• Service Management > Field Service > Setup > Part
• Customer Relationship Management > Configurator Management > Setup > Part
• Customer Relationship Management > Demand Management > Setup > Part
• Customer Relationship Management > Order Management > Setup > Part
Part Maintenance Fields
Not all the fields in Part Maintenance are discussed in this course; to learn more about these fields, refer to the
Application Help.
Part
This is made up of alpha-numeric characters that uniquely identify a part.
Epicor ERP | 9.05.606 27

Description
This is the part description. Text in this field is used in the Where the Part Description Contains field in the
Part Search window.
Search
The first eight characters of the Description field default in this field but can be edited to reflect a customized
search.
Type
Select the type code that indicates if you normally purchase or manufacture this part, or sell it as a sales kit.
• Purchased - These are parts you normally purchase from external suppliers and use as raw materials.
• Manufactured - These are parts you normally manufacture and sell to your customers.
• Sales Kit - These are sales kit parts that are sold together as a sales kit. Selecting Sales Kit activates fields on
the Sales Kits sheet. Use the Sales Kits sheet to select configuration options for the kit. When you select Sales
Kit as the part type, you are effectively setting up the part as the kit parent item. To add other parts to the
sales kit, create a new bill of materials for the kit parent item.
Group
This identifies the product group to which this part is assigned. A product group classifies groups of finished
goods inventory parts.
Note Product groups are not required in the Epicor application, but you can use them to classify your
products for reporting purposes. For example, you may manufacture two distinct product lines. In this case,
you would assign different product groups to track the sales of each product.
Class
This identifies the part class to which this part is assigned. The Epicor application uses the part class to identify
various types of inventory parts.
Note Part classes are not required in the Epicor application, but you can use them to classify inventory
materials for reporting purposes. For example, if you use three distinct types of raw materials, you can
assign different classes that allow you to review the stock status of parts assigned to each of the three
classes.
Run Out
Select this check box to indicate that you want to phase this part out of your business. This check box is valuable
if you are replacing an older version of a part with a newer version, but the older part is still useful.
A substitution is made if a substitute is defined on the Substitutions sheet and enabled as the default. The
Epicor application does not mix primary part and substitute part lots but allows manual mixing of lots.
Non-Stock Item
When this check box is selected it indicates that this part is not normally stocked within your inventory. Both
purchased and manufactured parts can be either stocked or non-stocked. If you enter a non-stocked part in the
Part Master file, its default description displays (just like stocked items) when you enter the associated part number
on an order or a job.
• The Non-Stock Item indicator controls the default Manufacture value for order releases in Sales Order Entry
and the default Purchase value for material requirements in Job Entry. Non-stock items default as Make or
Purchase when they are entered in these programs.
28 Epicor ERP | 9.05.606

• If a part is selected as Non-Stock, the item defaults as a Pull as Assembly and View as Assembly if it is
involved with a bill of material when processing material requirements planning and when the Epicor application
generates PO suggestions. If you choose, you can exclude non-stocked parts from various inventory reports.
Example You take an order for a part you have not made before and do not expect to make again. The
part should be entered into the Epicor application and designated as a Non-Stock part. The part displays
in the parts search browser when you enter the order. When you select the part from this browser, the
associated part description automatically displays in the order. By default, the Epicor application marks the
item as a manufactured part in the order, indicating that you do not have the part on hand but must
make it.
Epicor ERP | 9.05.606 29

Daily Processing Advanced Material Management Course
Daily Processing
This section of the course reviews inventory transaction processing that takes place during a typical work day. It
discusses processing of sales order allocations using the Fulfilment Workbench, Shop Floor Material Movements,
and QA Inspection Process.
Business Scenario
ABC Manufacturing produces cabinets and shelving units for industrial use. They stock a variety of hardware in
inventory with which to build drawers and cabinets for heavy duty storage units.
ABC Manufacturing uses the features and functionality of the Advanced Materials Management module to
electronically process move requests between inventory and shipping staging, or from receiving to inventory.
They use the Fulfillment Workbench to submit orders for picking, move parts to shipping and, ultimately, to ship
parts.
Fulfillment Workbench
Use the Fulfillment Workbench to reserve or allocate material to sales orders, job orders, and transfer orders.
This functionality is valuable when you want to use jobs or stock in a sequence that matches the allocation
priorities assigned to your customers to satisfy material quantity demand.
For more information about tasks you can perform in the Fulfillment Workbench, refer to the Application Help.
Note
The Fulfillment Workbench is available only if your company uses the Advanced Material Management
module.
Menu Path
• Material Management > Inventory Management > General Operations > Fulfillment Workbench
• Production Management > Job Management > General Operations > Fulfillment Workbench
• Sales Management > Order Management > General Operations > Fulfillment Workbench
• Customer Relationship Management > Order Management > General Operations > Fulfillment Workbench
Workshop - Enter a Sales Order
This morning Dalton Manufacturing submitted a purchase order for five pieces of DCD-300-OR (steel O rings)
to be shipped two weeks from today. In this workshop, enter a high priority sales order for Dalton Manufacturing.
Navigate to Sales Order Entry.
Menu Path: Sales Management > Order Management > General Operations > Order Entry
Tip The CRM menu path is: Customer Relationship Management > Order Management > General
Operations > Order Entry
30 Epicor ERP | 9.05.606

Advanced Material Management Course Daily Processing
1. From the New menu, select New Order.
2. In the Customer field, enter DALTON and press Tab.
3. In the PO field, enter any number.
4. In the Need By, enter the date two weeks from today.
5. In the Ship By field, enter the date two days before the Need By date.
6. Navigate to the Header > Detail sheet.
7. In the Reservation Priority field, verify High Priority displays.
8. From the New menu, select New Line.
9. In the Part/Rev field, enter DCD-300-OR and press Tab.
10. In the Order Quantity field, enter 5 and press Tab.
11. Click Save.
12. Navigate to the Summary sheet.
13. Record the sales order number_____________.
14. Exit Sales Order Entry.
Sales Order Pick List
The Sales Order Pick List displays open sales order releases due within the selected date range.
Menu Path: Material Management > Inventory Management > Reports > Sales Order Pick List
Workshop - Submit the Sales Order for Picking
In Fulfillment Workbench, you submit the sales order created in the Workshop - Enter a Sales Order for picking.
Navigate to the Fulfillment Workbench.
Menu Path: Sales Management > Order Management > General Operations > Fulfillment Workbench
Tip The CRM menu path is: Customer Relationship Management > Order Management > General
Operations > Fulfillment Workbench
1. On the Standard toolbar, click the binoculars (search) icon.

The Fulfillment Workbench Search window displays.
2. In the Filter section, in the Sales Orders field, verify Include Only displays.
3. In the Filter section, in the remaining fields, select Exclude.
4. Click Search.
Epicor ERP | 9.05.606 31

5. In the Search Results grid, select the sales order created in the Workshop - Enter a Sales Order and click
OK.
6. Navigate to the Order Fulfillment sheet.
7. In the order line, select the Select check box.
8. From the Actions menu, select Reserve > Primary Warehouse Only.
The 1 Demand record(s) reserved message displays.
9. To the message, click OK.
10. In the order line, select the Select check box again.
11. Navigate to the Supply sheet.
12. From the Actions menu, select Reserve > Select and Release for Picking.
A message that indicates the demand record was selected for picking displays.

The Fulfillment Workbench Release For Picking Options window displays.
14. In the Pick date assignment option field, select Ship By Date.
15. Click OK.

A message displays that indicates that 1 Demand Record has been submitted for picking.
16. To the Do you want to print the released items? question, click No.
17. Click Save and exit the Fulfillment Workbench.
Workshop - Move Parts to Shipping
John Lewis, material handler, accesses Manufacturing Execution System (MES) to indicate that the 5 pieces of
DCD-300-OR have been moved from stock to the shipping dock.
1. On your desktop, double-click the MES icon.
2. In the User name field, enter manager.
3. In the Password field, enter manager.
4. Click OK to log in.
5. In the Employee field, enter 197 (John J. Lewis) and press Tab.
6. Navigate to the Material sheet.
7. Click the Material Queue button.

Material Request Queue displays.
8. In the Unselected List grid, select the order line for 5 pieces of DCD-300-OR and click the Select button.
32 Epicor ERP | 9.05.606

This moves the request to your queue.
9. Navigate to the My Selections sheet.
10. In the My Selection List grid, select the line for 5 pieces of DCD-300-OR and click the Tags button.
The Print Tags window displays.
11. Accept all the defaults and click Print Preview.
12. Preview the tags.
13. Close Material Tags.
14. Close the Print Tags window.
15. Click the Process button.

This moves material from stock to the shipping dock. The WIP/Material Movement Transaction window
displays.
16. In the Type field, verify STK-SHP displays.

This indicates the part is being moved from its stock location to the shipping area.
Note For a complete list of transaction types, refer to the Appendix Section - Transaction Types.
17. In the From Location section, click the Bin button and search for and select 01-01-03.
18. Click OK.

This finalizes this transaction.
19. Click the Close button.
20. Click the Log Out button.
21. Remain in MES for the next workshop.
Scheduled Shipments Report
The Scheduled Shipments Report lists all outstanding order releases. It displays them in order by Due Date,
Order Number, Order Line, and Order Release.
Menu Path: Material Management > Shipping / Receiving > Reports > Scheduled Shipments
Workshop - Ship Parts
On the shipping dock, Cory Snyder accesses Manufacturing Execution System (MES) to view the picked orders.
When he sees the new line for the 5 pieces of part DCD-300-OR, he begins to process the parts for shipment.
When done, he indicates in MES that the parts have been shipped.
1. Click the Log In button.

The Select Employee window displays.
Epicor ERP | 9.05.606 33

2. In the Enter Employee ID field, enter 700 (Cory Snyder) and click OK.
3. Navigate to the Shipping/Receiving sheet.
4. Click the Customer Shipment button.

Customer Shipment Entry displays.
5. From the Actions menu, select Picked Orders.

The Picked Orders window displays.
6. In the Picked Orders grid, in the line that displays 5 pieces of part DCD-300-OR, select the Select check
box.
7. Click the Create Pack button.
8. Select the Shipped check box.

This finalizes this transaction.
9. Click Save and exit Customer Shipment Entry.

Parts have been shipped to Dalton Manufacturing.
11. Exit MES.
Customer Shipment Tracker
The Customer Shipment Tracker is a display-only version of the primary entry program. Use this tracker to
review current information about a selected record. You cannot add or edit records in a tracker.
Menu Path: Sales Management > Customer Relationship Management > General Operations > Customer
Shipment Tracker
Tip The CRM menu path is: Customer Relationship Management > Sales and Marketing Management >
General Operations > Customer Shipment Tracker
34 Epicor ERP | 9.05.606

Shop Floor Material Movement
This section of the course describes how to complete the job process, all the way through to receiving the parts
into inventory, using the functionality available in the Advanced Material Management (AMM) module.
• Enter a job.
• Create a purchase order.
• Receive direct job material.
• Start the job.
• Investigate the AMM job status.
• Complete the job.
Workshop - Enter a Job
In this workshop, enter a job to issue 100 pieces of part number H-4600 (Slide Standoff 1") to stock in two weeks
time. This job covers various aspects of the Advanced Material Management (AMM) module. This job uses the
resource groups and resources you reviewed and modified in the Workshop - Evaluate and Modify Resource
Groups.
Navigate to Job Entry.
Menu Path: Production Management > Job Management > General Operations > Job Entry
Job operations are set up as follows:
Operation Description Resource Group Setup Time Pieces per Hour

10 Mill Point to Point VM3 0.50 30
20 Assemble per Print ASMB N/A 25
Material for this job is as follows:
Material Part Description Related Quantity Stocked Backflush

Operation per Parent
10 CS-036 CRS Sheet .036” X 10 0.25 Yes No
48” X 120”
20 516FW Flat Washer 20 4 Yes Yes
30 516LN Nut 20 4 Yes Yes
40 516x100B Bolt 20 4 Yes Yes
50 8400S-611 Slide Stand off 1” 20 2 No No
The job issues 100 pieces of part number H-4600 (Henwood Gear Case) and is due two weeks from today.
1. From the New menu, select New Job.

The New Job Number window displays.
2. Click the Next Job button and click OK.
3. In the Part field, enter H-4600 and press Tab.
Epicor ERP | 9.05.606 35

4. In the Req By field, select the date two weeks from today.
5. Click Save.
6. From the New menu, select New Demand Link > Make To Stock.
7. In the Quantity field, enter 100.
8. Click Save.
9. Navigate to the Engineering > Operation Master sheet.
10. From the Actions menu, select Auto Load Engineering Data > Load Operation Master Details.
11. In the Operation Code field, enter letter M.
12. In the Operations grid, select operation Mill Point to Point and drag and drop it on the Operations node
in the tree view.
This positions the operation as number 10.
13. In the Operation Code field, enter letter A.
14. In the Operations grid, select operation Assemble per print and drag and drop it on the Operations
node in the tree view.
This positions the operation as number 20.
15. In the tree view, click operation Opr: 10 OP: MILL.

The Job Details > Operations > Detail sheet displays.
16. In the Hours field, enter 0.50.
17. In the Prod Std field, enter 30 and click Save.
18. In the tree view, click operation Opr: 20 OP: ASSEM.
19. In the Prod Std field, enter 25 and click Save.

Setup is not required for operation 20.
20. Navigate to the Engineering > Parts sheet.
21. From the Actions menu, select Auto Load Engineering Data > Load Parts.
22. Drag and drop the following parts onto the operations that will consume them:
Part Description Related Operation

CS-036 CRS Sheet .036” X 48” X 120 10
516FW Flat Washer 5/16" 20
516LN Nut Nylock 5/16" 20
516x100B Bolt 5/16"x1.00" 20
8400S-611 Slide Standoff 1" high 20
36 Epicor ERP | 9.05.606

Note Each time you add material to an operation, it also displays in a material listing at the bottom
of the tree.
23. Navigate to the Job Details > Materials > Detail sheet.
24. In the tree view, click each material sequence associated with operations 10 and 20 and enter the following
values in each Qty/Parent field:
Material Part Description Qty/Parent

10 CS-036 CRS Sheet .036” X 48” X 120 0.25
20 516FW Flat Washer 5/16" 4
30 516LN Nut 5/16" 4
40 516x100B Bolt 5/16"x1.00" 4
50 8400S-611 Slide Standoff 1" high 2
25. Click Save.
26. Navigate to the Job sheet and select the Released check box.
The Engineered check box selects automatically.
27. From the Actions menu, select Schedule > Job Scheduling.
The Schedule Job window displays.
28. Accept the default of Backward scheduling and click OK.
29. Click Save.
30. Record the job number_____________.
31. Exit Job Entry.
Review the Job

The Job Tracker is a display-only version of the primary entry program. Use this tracker to review current
information about a selected record. You cannot add or edit records in a tracker. Use the Job Tracker to evaluate
the job you created in the workshop task - Create a Job.
Navigate to the Job Tracker.
Menu Path: Production Management > Job Management > General Operations > Job Tracker
1. In the Job field, enter the job number created in the Workshop - Create a Job and press Tab.
2. In the tree view, right-click the job number and select Tree > Expand Tree.
3. In the tree view, select operation Opr:10 OP: MILL.
4. Navigate to the Job Details > Operations > Labor Transactions sheet.
5. Click the Retrieve button.
Epicor ERP | 9.05.606 37

The Labor Transactions grid remains blank as there is no labor entered against this job so far.
6. Navigate to the Job Details > Materials > Material Transactions sheet.

The Material Transactions grid remains blank as no material transactions have occurred.
8. Navigate to the Job Details > Materials > Detail sheet.
9. In the tree view, review the following parts:
Part Description
CS-036 This is a stocked part. You create a move request for this part once the first
operation starts.
516-FW This is a backflushed part and will be moved to the job automatically.
516-LN This is a backflushed part and will be moved to the job automatically.
516x100B This is a backflushed part and will be moved to the job automatically.
8400S-611 This is a non-stock part and must be ordered and received from J.I.T Machining
& Fabricating before the job operation that requires it can start.
10. Exit the Job Tracker.
Review the Part

The Part Tracker enables you to obtain current information on parts in the database. This includes information
such as revisions, on-hand quantities, costs, locations, inspection, and planning data. You can pull multiple part
records into the Part Tracker via the Part Search feature, but the tracker can only display one part at a time. You
cannot add or edit records in a tracker.
Additional information is available from the Actions menu of the Part Tracker, including:
• Approved Suppliers
• Forecast
• Configurator
• Where Used
• Master Production Schedule
• Price List
• Attachments
• Memos
• Change Logs
Navigate to the Part Tracker.

Menu Path: Production Management > Job Management > General Operations > Part Tracker
1. In the Part field, enter H-4600 and press Tab.
2. Navigate to the On Hand > Part Locations > WIP sheet.
38 Epicor ERP | 9.05.606


There are no values in the WIP sheet because the job has not started.
4. Exit the Part Tracker.
Workshop - Create a Purchase Order Using the PO Suggestions
Creating purchase orders is not part of the Advanced Material Management (AMM) process. However, the job
created in the Workshop - Enter a Job has a material requirement for 8400S-611 (Slide Standoff 1”) that you
must order directly to the job.
Assign a Buyer for a Non-Stock Part
Assign Henry Crabtree as a buyer for part 8400S-611.

Navigate to Part Maintenance.
Menu Path: Material Management > Purchase Management > Setup > Part
1. In the Part field, enter 8400S-611 and press Tab.
2. Navigate to the Part > Plants > Detail sheet.
3. In the Buyer field, select Henry Crabtree.
4. Click Save and exit Part Maintenance.

Note Henry is now a buyer for this part and receives all purchase order suggestions related to this
part.
Generate Suggestions
Use Generate Purchasing Suggestions to automatically create a list of suggested purchases based on
time-phased information. You can create actual purchase orders from these suggestions using Purchase Order
Entry.
Navigate to Generate Purchasing Suggestions.
Menu Path: Material Management > Purchase Management > General Operations > Generate Suggestions
1. Select or verify the following information:
Field Data
Processing Options Regenerative
Cutoff Date Leave blank
Schedule Now
2. From the File menu, select Process.

Note When you submit the process, a message does not display that says the Epicor application is
finished processing. To know when the application is finished processing, check the System Monitor.
Epicor ERP | 9.05.606 39

3. Exit Generate Purchasing Suggestions.
New PO Suggestions
Use New PO Suggestions to process new purchase order suggestions generated by Generate Suggestions.
Navigate to New PO Suggestions.
Menu Path: Material Management > Purchase Management > General Operations > New PO Suggestions
1. On the standard toolbar, click the binoculars (search) icon.

The New Purchase Order Suggestion Search window displays.
2. In the Buyer field, select Henry Crabtree.
3. Click Search.
4. Select the line that relates to the job entered in the Workshop - Enter a Job and click OK.
5. In the Our Quantity and Supplier Qty fields, verify 200 displays.
6. Navigate to the Material List sheet.
7. Select the Buy check box.
8. From the Actions menu, select Generate Purchase Orders.

The Purchase Order Suggestion window displays.
9. Click OK.
The Continue with Generate? message displays.
10. To the message, click Yes.

A purchase order is now created.
11. Exit Purchase Order Suggestion Entry.
Workshop - Receive Direct Job Material
The J. I. T. company truck has just arrived at the dock with part 8400S-611 (Slide Standoffs) for the job. In this
workshop, Cory Snyder processes a receipt using the Manufacturing Execution System (MES).
4. Click OK to log in.
5. In the Employee ID field, enter 700 (Cory V. Snyder) and press Tab.
Recall that Cory is the shipping/receiving person.
40 Epicor ERP | 9.05.606

6. Navigate to the Shipping/Receiving sheet.
7. Click the Receipt Entry button.

Receipt Entry displays.
8. From the New menu, select New Receipt.
9. In the PO field, search for and select the PO generated through New PO Suggestions (Henry Crabtree) in
the workshop task - New PO Suggestions.
10. In the Packing Slip field, enter the PO number and press Tab.
11. From the New menu, select New Job Material Line.
12. Click PO/Line to search for and select PO line 1 of the PO selected in step 9.
The purchase order details display.
13. Verify the Mtl field is set to 50 (8400S-611).
14. In the Our Quantity and Supplier Qty fields, verify 200 displays.
15. In the Warehouse field, select Production Floor.
16. In the Bin field, search for and select ASM.

Recall that the Production Floor warehouse and the ASM bin are the input warehouse and input bin for
the resources for Operation 20. This ensures the parts are sent directly to the input area for that operation.
17. Select the Line Received check box.
18. Click Save.
19. Navigate to the Summary sheet.

The Received All check box is now selected.
20. Exit Receipt Entry.
21. In MES, click the Log Out button.
Workshop - Start the Job

This workshop demonstrates how to start the job in the Manufacturing Execution System (MES) and move
materials between operations.
• Select the job to work on.
• Move the material.
• Complete set up and start production for an operation.
• Report a partial quantity complete for an operation.
• Move complete work in process parts from operation to operation.
Epicor ERP | 9.05.606 41

Select the Job to Work On

Zeke Graham, shop worker, reviews the work queue to see what operations he should perform and the order
in which the operations should be done, based on the schedule. He selects the job created in the Workshop -
Enter a Job.
2. In the Enter Employee ID field, enter 600 (Zeke Graham) and click OK.
3. To verify Zeke's shift, click OK.

Recall that Zeke is a shop worker.
4. Navigate to the Production sheet.
5. Click the Work Queue button.

Note The work queue contains a listing of all operations scheduled at each resource group. This
queue informs the shop worker what operations he/she should perform and in what order the
operations they should be done, based on the schedule.
The Work Queue displays.
6. Click the binoculars (search) icon to search for and select the VM3 resource group.
7. Navigate to the Job Details > Staged Details sheet.

Notice that no material has been staged for this job operation. Recall that part CS-036 is required for
operation 10. This is a stocked part, and it is in inventory. As the part is not coded backflushed, you must
request the part to be sent to the input area.
8. Click the Get Request button.

The Get Request window displays.
9. In the Assembly field, verify 0 displays.
10. In the Seq field, verify 10 displays.
11. In the Request Qty field, verify 25 displays.
12. Click OK.

The Successfully Processed Request Lines message displays.
14. Close the Get Request window.
15. Click the Select for Work button.
16. Navigate to the Current Work sheet.
17. In the Current Work grid, select the job line that relates to the job created in the Workshop - Enter a
Job.
42 Epicor ERP | 9.05.606

18. Click the Start Activity button.

The Start Activity From Work Queue window displays.
19. In the Resource field, select the first resource.
20. Click the Setup button.
21. Exit the Work Queue.
Job Pick List
Use the Pick List for Jobs as needed to list material requirements for selected jobs. You can include both inventory
and purchased materials. Inventory materials are listed in a format useful when you enter issued quantities directly
on the report.
Menu Path: Material Management > Inventory Management > Reports > Job Pick List
Move Material
John Lewis, material handler, has been monitoring the material queue regularly throughout the day. He selects
the sequence for CS-036 and moves the requested material to the job.
2. In the Enter Employee ID field, enter 197 (John J. Lewis) and click OK.
3. Navigate to the Material sheet and click the Material Queue button.
Recall that John is the material handler.
Material Request Queue displays.
4. In the Unselected List grid, select the sequence for CS-036 and click the Tags button.
The sequence must relate to the job number created in the Workshop - Enter a Job.
5. Click Print Preview.
6. Close the preview and exit the Print Tags window.

Issue Material displays.
8. In the Warehouse field, select Main.
9. In the Bin field, search for and select 02-03-02.
10. Select or verify the Issued Complete check box is selected.
11. Click OK.
Epicor ERP | 9.05.606 43

12. Exit Issue Material.
13. Exit Material Request Queue.
Complete Setup and Start Production

Zeke Graham completed setup and must now report it.
2. In the Enter Employee ID field, enter 600 (Zeke Graham) and click OK.
Zeke Graham is a shop worker.
3. Click the End Activity button.

The End Labor Activity window displays.
4. In the Current field, accept the default of 0 (no parts were produced during setup).
5. Click OK.
6. Navigate to the Production sheet and click the Work Queue button.
7. Click the binoculars (search) icon and search for and select VM3 Vertical Mill 3x Matsuura.
8. Navigate to the Job Details > Staged Details sheet.
9. In the Stage Details grid, select the line for part CS-036, Quantity of 25.
10. Click the Select for Work button.
11. Navigate to the Current Work sheet.
12. Click the Start Activity button.

The Start Activity From Work Queue window displays.
13. In the Resource field, select the second resource.
14. Click the Production button.

Zeke started to produce parts.
15. Exit the Work Queue.
16. Remain logged in as Zeke Graham.
44 Epicor ERP | 9.05.606

Complete an Operation
1. Verify the Production sheet displays.
2. In the grid, select the operation and click the End Activity button.
3. In the Current field, enter 100 and press Tab.

The Request Move and the Complete check boxes are selected.
4. Click OK.
The Transaction efficiency % is over limit. Do you want to continue? message displays.
5. To the message, click Yes.
Move Completed Parts

John Lewis, material handler, has been monitoring the material queue regularly and notices new entries that
occur since the beginning of his shift. In this workshop, he moves the parts completed on operation 10 to
operation 20.
John J Lewis is the material handler.
The Material Request Queue window displays.
4. In the Unselected List grid, select the part completed on operation 10 (H-4600, quantity of 100) and click
the Process button.
The WIP/Material Movement Transaction window displays.
5. In the To Location section, in the Warehouse field, verify Production Floor displays.
6. In the Bin field, seach for and select ASM.
7. Click OK.
Epicor ERP | 9.05.606 45

Workshop - Review the Job Status
In this workshop, Charles Johnson, shop supervisor, reviews the current status of the job created in the Workshop
- Enter a Job.
2. In the Entry Employee ID field, enter 105 (Charles Johnson) and click OK.
Charles Johnson is the shop supervisor.
3. Click the Job Tracker button.

The Job Tracker displays.
4. In the Job field, enter the job number created in the Workshop - Enter a Job and press Tab.
5. In the tree view, right-click the job number and select Tree > Expand Tree.
6. In the tree view, navigate to Opr: 10 OP:MILL > Mtl: 10 CS-036.

The Job Details > Materials > Material Transactions sheet displays.

The STK-MTL transaction type details display.
8. Navigate to the Job Details > Operations > Labor Transactions sheet and click the Retrieve button.
Labor details for Operation 10 display. Labor is not posted against Operation 20, as this operation has not
started.
Shop Tracker
Use the Shop Tracker to review current information about shop activity. This includes information on resources,
labor activity, and shop warnings.
Menu Path: Production Management > Job Management > General Operations > Shop Tracker
Workshop - Complete the Job

This workshop demonstrates how to complete the job in the Manufacturing Execution System (MES) and move
completed parts to inventory.
• Begin production on operations.
• Complete operations.
• Move completed parts to inventory.
46 Epicor ERP | 9.05.606

Begin Production
Production can now begin on operation 20. The material ordered directly to the job was received and moved to
the Assemble per print resource group. Jack Sawyer, a shop worker in the Assembly Department, is assigned
to work on operation 20.
2. In the Enter Employee ID field, enter 101 (Jack Sawyer) and click OK.
3. To confirm the shift, click OK.

Jack Sawyer is a shop worker assigned to the Assembly Department.
4. Click the Start Production Activity button.

The Start Production Activity window displays.
5. In the Job Number field, enter the job number created in the Workshop - Enter a Job and press Tab.
6. In the Assembly field, verify 0 displays.
7. In the Operation field, select 20.
8. Click OK.
Check Active Resources
Charles Johnson, shop supervisor, checks on the active resources working on the job.
2. In the Enter Employee ID field, enter 105 (Charles Johnson) and click OK.
3. Navigate to the Supervisor sheet.
4. Click the Shop Tracker button.

The Shop Tracker displays.
5. Navigate to the Active Resources sheet and click the Active Resources button.
The Labor Detail Search window displays.
6. In the Job field, enter the job number created in the Workshop - Enter a Job and click Search.
7. In the Seach Results grid, select the job line and click OK.
8. In the Active Resources grid, review the information.
Epicor ERP | 9.05.606 47

9. Exit the Shop Tracker.
Complete the Operation

Jack Sawyer has completed the assembly work and reports that the completed parts are ready to be moved to
inventory.
2. In the Enter Employee ID field, enter 101 (Jack Sawyer) and click OK.
3. Navigate to the Production sheet.
4. In the grid, select the operation 20 and click the End Activity button.
5. In the Current field, enter 100 and press Tab.
6. Clear the Request Move check box.

You will not use the Material Queue functionality, but you will ship completed parts using Job Receipt to
Inventory.
7. Click OK.
8. To the Operation was completed under estimate message, click Yes.
Move the Completed Parts to Inventory

Now that all parts are reported as complete, they are moved to the proper inventory location. John J. Lewis,
material handler, has been informed that 100 pieces should be moved to inventory.
3. Navigate to the Material sheet and click the Mfg Receipts button.
Job Receipt to Inventory displays.
4. In the From Job field, enter the job created in the Workshop - Enter a Job and press Tab.
5. In the Quantity field, enter 100.

A new lot number is assigned. Part H-4600 is a lot tracked part.
6. Click OK.
48 Epicor ERP | 9.05.606

7. Exit Job Receipt to Inventory.
9. Exit MES.
Workshop - Review the Job

Navigate to the Job Tracker.
Menu Path: Production Management > Job Management > General Operations > Job Tracker
1. In the Job field, enter the job number created in the Workshop - Enter a Job and press Tab.
2. In the tree view, right-click on the job number and select Tree > Expand Tree.
Each operation and material requirement has a green check mark, indicating the operations are complete
and the material issued.
Quality Assurance Inspection Process
This section of the course leads you through the quality assurance inspection process.
• Receive materials.
• Move the material to inspection.
• Inspect the material.
• Move the material to the job.
Workshop - Receive Materials
The 240 sheets of part number BS-M2-RD-150 ordered on PO 4064 from Seaside Steel has arrived at the dock
and must be received.
4. Click OK.
5. In the Employee ID field, enter 700 (Cory V. Snyder) and press Tab.
Cory Snider is the shipping/receiving person.
6. Navigate to the Shipping/Receiving sheet and click the Receipt Entry button.
Receipt Entry displays.
7. From the New menu, select New Receipt.
Epicor ERP | 9.05.606 49

8. In the PO field, enter 4064 and press Tab.
9. In the Packing Slip field, enter 4064 and press Tab.
10. Click Save.
11. From the New menu, select New Job Material Line.
The Job Material > Detail sheet displays.
12. In the PO/Line fields, enter 4064 and 1, and press Tab.
13. In the Our Qty field, enter 240 and press Tab.
14. Select the Line Received check box.
15. Navigate to the Summary > Received Lines sheet.
16. In the Received Lines grid, verify the purchase order line for part BS-M2-RD-150 displays.
17. Click Save.
18. Exit Receipt Entry.
Receipt Tracker
The Receipt Tracker is helpful when you review purchase order receipts to resolve receiving issues.
Menu Path: Material Management > Purchase Management > General Operations > Receipt Tracker
Workshop - Move Materials to Inspection
John Lewis, material handler, is monitoring the material queue regularly throughout the day and moving material
as required. In this workshop, he indicates that the materials are ready to be moved to the inspection area.
John Lewis is the material handler.
The Material Request Queue displays.
4. In the Unselected List grid, select the Seq for part BS-M2-RD-150 (240 pieces) and click the Tags button.
50 Epicor ERP | 9.05.606


8. In the To Location section, in the Warehouse field, select Inspection Area.
9. In the Bin field, search for and select INSI.
10. Click OK.
Workshop - Inspect Materials
Charles Johnson, shop supervisor, inspects the materials.
2. In the Enter Employee ID field, enter 105 (Charles Johnson) and click OK.
3. Navigate to the Supervisor sheet and click the Inspection Processing button.
Inspection Processing Entry displays.
4. Click the binoculars (search) icon and search for and select the PO receipt for part BS-M2-RD-150.
5. In the tree view, select the PO Receipts line.

The PO Receipts > Detail sheet displays.
6. In the Quantity field, verify 240 displays.
7. In the Inspector ID field, select Inspector Closseau.
8. In the Passed Quantity field, enter 240 and press Tab.
9. Select the Request Move check box.
10. Click Save and exit Inspection Processing Entry.
Epicor ERP | 9.05.606 51

Workshop - Move Material to the Job
John Lewis, material handler, continues to monitor the material queue regularly throughout the day, and moves
material as required. In this workshop, he moves inspected material from the previous workshop to the job.
Recall that John Lewis is the material handler.
The Material Request Queue displays.
4. in the Unselected List grid, select the entry for part number BS-M2-RD-150 and click the Tags button.
The user has the option to print one tag for this move, a tag for each container, or a tag for each part.

8. In the From Location section, in the Warehouse field, verify Inspection Area displays.
9. In the From Location section, in the Bin field, verify INSI displays.
10. In the To Location section, in the Warehouse field, verify Production Floor displays.
11. In the To Location section, in the Bin field, verify SHT displays.
12. Click OK.
13. Click Save.
16. Exit MES.
52 Epicor ERP | 9.05.606

Advanced Material Management Course Conclusion
Conclusion
Congratulations! You have completed the Advanced Materials Management course.

Please take a moment to let Epicor know how to serve you better by completing a course evaluation at
http://www.keysurvey.com/survey/191084/2e21/ or by clicking the Course Evaluation link below. Your feedback
provides the guidelines for the future direction of Epicor education.
Epicor ERP | 9.05.606 53

Appendix Advanced Material Management Course
Appendix
This section of the course contains information that is useful during this course, as well as when you use the
application in your organization. Topics of discussions include icons in the job tree, costing issues, and backflush
information.
Cost Types
There are four different cost types for inventory valuation that you use when an item unit cost is required in a
transaction, such as an issue to manufacturing.
Cost type is initially set in Company Maintenance, and typically you should not changed it without consulting
the Financial Department. The cost type for each item can be different, for instance, finished goods can be at a
standard cost, while raw material at average cost.
You can change part's cost type only when the balance falls below zero. You can change the actual cost of an
item any time using the Cost Adjustment menu option.
Average
This cost type is the weighted average cost of an item in inventory. Costs are updated automatically when items
are received to inventory.
Last
This cost type infers that the last receipt to inventory updates the unit cost.
Standard
All issues from, and receipts to, inventory are performed at the same cost. Any purchasing or manufacturing
variances from this cost are captured by the appropriate General Ledger (GL) accounts.
Lot
This cost type is for lot tracked items. This gives you the ability to segregate the unit costs by purchased or
manufactured lot. The overall inventory value for a specific item is the average of all lots.
Backflush
Backflushing is the automatic issuing of material. This can occur as you need material for specific labor operations
on the plant floor or as part of the job closing process.
Backflushing can occur at two different points:
1. When a quantity is reported against an operation and all the prerequisites are met (see below).
2. At job completion, when you must backflush unissued material.
54 Epicor ERP | 9.05.606

Advanced Material Management Course Appendix
Backflushing at Quantity Reporting

Backflushing is a process where the application actually issues materials on your behalf. Backflushing is very
dependant on labor reporting. When labor is reported against a related operation, material is then added as
operation detail.
Prerequisites
• The part must be coded as backflush.
• The part must have a primary warehouse and a primary bin.
• The material requirement must be attached to a job operation.
• The operation must have a labor quantity reported against it.
• Labor entry must be accurate and timely.
• Serial number controlled, lot controlled, or dimensionally controlled inventory cannot be backflushed.
Advantages
• Backflushing eliminates the need to manually issue material to each job operation where the material is
needed. It happens automatically, eliminating manual efforts.
• Backflushing takes the scrap factor into account when it computes the quantity used. The quantity required,
plus the scrap factor, is backflushed when quantities eliminate manual efforts to calculate scrap.
Common Mistakes
Situation Result
Changing the Backflush flag on a material while This causes errors in removing material from inventory
transactions are in process
Issuing material and selecting the Backflush flag on This causes material to be issued twice
a part
Changing the Backflush flag on a part without The user will not know the extent of the manual effort
running a Where Used report to determine the required to issue these parts to jobs
impact on other assemblies
Using substitute materials without informing the The material called for on a job decreases while the
application about the substitution substitute part does not decrease, causing inventory to
be incorrect on both parts
Running rework and not reporting it as rework Inventory is reduced by the amount of pieces reported
while no parts were actually consumed
Labor reporting is not timely Parts are shown in inventory when they have already been
consumed
Backflushing at Job Completion or Closing

Backflushing at job completion or job closing is an unconditional backflush. You do not need to attach the
material to an operation and do not need to select the Backflush check box on the Part > Plant sheet for these
parts to backflush.
Job completion is a task you perform when all the parts on a job are produced and the operations complete. Job
completion should not be confused with job closing. Job completion removes the job from manufacturing and
places it in a queue for the Accounting department as a candidate for closing. The Accounting department closes
a job once all the costs are received and recorded.
Job completion performs two important tasks:
• Any unused capacity on the job is removed. The job disappears from the job scheduling board.
• Any unused material is removed. Any inventory or purchasing requirements disappear.
Epicor ERP | 9.05.606 55

Important Thoughts to Keep in Mind

• Were these parts actually used on this job? Perhaps they were not needed.
• Has a cycle count been performed and inventory corrected since they were pulled from stock and today's
date?
Assumptions
There is an unstated assumption regarding backflushing that assumes the amount of material you use equals
the standard quantity called for on the job. This assumption is a result of the actual process the backflush follows.
The application relieves inventory for the quantity per called for on the operation.
Warning messages display before the backflush process begins. Users are asked if they want to run the backflush
process. They are also warned if the complete quantity value is less than the planned production quantity. If you
continue the backflush process, the material issue quantity calculations are based on the complete quantity. Once
you backflush a job, all material records are considered issued complete. The process cannot be reversed, so
the user should verify whether they are ready to run this process on the current job.
Note If you backflush in error, you must to adjust all inventory, job quantities, and costs to correct the
mistake.
Transaction Types
Transaction types classify part transactions. The following transaction types and their descriptions are used to
identify each transaction type in a display window or printed report. This is very helpful when you need to research
a part in the Part Tracker or when running the Material Transaction Detail report.
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
56 Epicor ERP | 9.05.606

Advanced Material Management Course Appendix
• 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
• MFG-PLT - Manufacturing receipt to plant
• MFG-STK - Manufacturing receipt to stock
• MFG-VAR - Manufacturing variance
• MTL-DMR - Job material to DMR
• MTL-INS - Job material to inspection
Plant
• PLT-ASM - Plant to assembly
• PLT-MTL - Plant to job material
• PLT-STK - Plant to stock
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
• KIT-CUS - Shipment of a kit component to customer
• STK-CUS - Shipment of stock to customer
Stock Transactions
• STK-ASM - Stock to job assembly
• STK-KIT - Stock to kit component
• STK-MTL - Stock to job material
• STK-MTL - Stock to plant
• STK-SRV - Stock to service
Epicor ERP | 9.05.606 57

• STK-STK - Stock to stock transfer

• STK-UNK - Stock to unknown
58 Epicor ERP | 9.05.606

Advanced Material Management Course Index
Index
U
user account maintenance 18
Epicor ERP | 9.05.606 59

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Workshop - Submit the Sales Order for Picking................................................................................31

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Advanced Material Management Course

Epicor ERP | 9.05.606 5

Before You Begin

Specific audiences will benefit from this course.

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4. From the Main menu, select the Main Plant.

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2. WIP Movement and Tracking

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Application Setup Review

Company Configuration Fields

All Modules Configuration

Inventory Module Configuration

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Print Bar Codes

Quality Assurance Module Configuration

Warehouse Bin Maintenance

Warehouse Bin Maintenance Fields

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Warehouse Maintenance Fields

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Name, Address, City, and State

Workshop - Create a Warehouse and Bins

1. From the New menu, select New Warehouse.

2. In the Warehouse field, enter PLANT.

3. In the Description field, enter Plant Floor.

5. From the Actions menu, select Bins.

7. In the Bin field, enter MACH.

8. In the Description field, enter Machining.

11. Exit Warehouse Bin Maintenance and Warehouse Maintenance.

Reason Code Maintenance

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The following reason codes are used in manufacturing:

Reason Code Maintenance Fields

Count Discrepancy Reason

Reservation Priority Maintenance

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For CRM users, the Main Menu appears as:

Reservation Priority Maintenance Fields

Workshop - Create Reservation Priority

2. In the Code field, enter HIGH.

3. In the Description field, enter High Priority.

4. In the Priority field, enter 1.

7. In the Code field, enter LOW.

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8. In the Description field, enter Low Priority.

9. In the Priority field, enter 2.

10. Click Save and exit Reservation Priority Maintenance.

Assign a Reservation Priority Code

1. In the Customer field, enter Dalton and press Tab.

2. In the Reservation Priority field, select High Priority.

3. Click Save and exit Customer Maintenance.