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Engineering Course
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Engineering Course
Contents
Contents
Engineering Course................................................................................................................7
Before You Begin....................................................................................................................8
Audience.........................................................................................................................................................8
Prerequisites....................................................................................................................................................8
Environment Setup..........................................................................................................................................9
Engineering Overview..........................................................................................................10
Engineering Setup................................................................................................................13
Company Configuration................................................................................................................................13
Company Configuration Fields................................................................................................................13
Resource Group Maintenance........................................................................................................................14
Resource Group Maintenance Fields.......................................................................................................14
Workshop - Set Up a Resource Group.....................................................................................................16
Create a Resource Group.................................................................................................................16
Enter Costing Burden Rates.............................................................................................................17
Enter Quoting Burden Rates............................................................................................................17
Enter Costing Labor Rates................................................................................................................17
Enter Quoting Labor Rates...............................................................................................................17
Resources......................................................................................................................................................18
Workshop - Create a Resource................................................................................................................18
Operation Maintenance.................................................................................................................................19
Operation Maintenance Fields.................................................................................................................19
Workshop - Create a New Operation......................................................................................................20
Create an Operation........................................................................................................................20
Add a Resource Group Requirement................................................................................................20
Add Operation Text.........................................................................................................................21
Add Production Yield Parameters.....................................................................................................21
Workshop - Select a Default Operation...................................................................................................21
Method of Manufacture................................................................................................................................22
Operation: Resource Group Specific........................................................................................................23
Operation: Resource Specific...................................................................................................................23
Operation: Combination of Resource and Resource Group......................................................................24
Operation: Multiple Resource Groups or Resources.................................................................................25
Part Maintenance...........................................................................................................................................25
Part Maintenance Fields..........................................................................................................................26
Contents
Engineering Course
Create a Part...................................................................................................................................33
Add the Costing Lot Size.................................................................................................................33
Create a Part Revision......................................................................................................................33
Workshop - Enter a Subassembly Part.....................................................................................................34
Create a Subassembly Part (A-L111-XXX).........................................................................................34
Add the Costing Lot Size.................................................................................................................34
Create a Part Revision......................................................................................................................35
Workshop - Create a Sales Kit Part..........................................................................................................35
Create a Sales Kit (SHLF-S60-XXX)...................................................................................................35
Create a Part Revision......................................................................................................................36
Check Out Parts.............................................................................................................................................36
Workshop - Check Out Parts...................................................................................................................36
Create a Method of Manufacture..................................................................................................................37
Workshop - Create a Method for the Shelf Unit Subassembly (A-L111-XXX)...........................................39
Load Operations..............................................................................................................................39
Add an Operation............................................................................................................................39
Verify Labor and Burden Costs.........................................................................................................40
Add a Subcontract Operation and Supplier......................................................................................40
Verify Subcontract Costs..................................................................................................................41
Add an Operation and Resource Group for the Final Assembly.........................................................41
Verify Labor, Burden, and Subcontract Costs...................................................................................41
Add Materials..................................................................................................................................41
Update the Quantity per Parent.......................................................................................................42
Verify Material, Labor, Burden, and Subcontract Costs.....................................................................42
Workshop - Create a Method for the Finished Part (A-000-XXX).............................................................43
Add an Operation............................................................................................................................43
Verify Labor and Burden Costs.........................................................................................................43
Add Materials..................................................................................................................................43
Update the Quantity per Parent.......................................................................................................44
Verify Material, Labor, Burden, and Subcontract Costs.....................................................................44
Workshop - Create a Method for the Sales Kit (SHLF-S60-XXX)...............................................................44
Workshop - Use the Job Tracker.............................................................................................................45
Evaluate Materials...........................................................................................................................45
Evaluate Operations.........................................................................................................................45
Workshop - Method Tracker...................................................................................................................46
Select a Manufactured Part..............................................................................................................46
Evaluate the Manufactured Part.......................................................................................................46
Select a Sales Kit Part.......................................................................................................................47
Evaluate the Sales Kit Part................................................................................................................47
Check In Parts................................................................................................................................................47
Workshop - Check In the Parts................................................................................................................47
Approve and Check In an Individual Part..........................................................................................47
Approve and Check In a Group of Parts...........................................................................................48
Workshop - Use the Part Tracker....................................................................................................................48
Reports and Trackers......................................................................................................................................48
Engineering Course
Contents
Contents
Engineering Course
Conclusion.............................................................................................................................67
Engineering Course
Engineering Course
Engineering Course
This course outlines the creation of a new part, engineering of a method of manufacture (MOM), approval of a
method, and creation of a method available for use. Methods can be used in the quoting process, job entry, or
as the basis for a new method.
Upon successful completion of this course, you will be able to:
Describe where engineering can occur throughout the Epicor application.
Identify configuration and setup requirements.
Describe the engineering process flow.
Use the Engineering Workbench to create and modify parts, revisions, MOM, and sales kits.
Engineering Course
Audience
Specific audiences will benefit from this course.
COO/Operations Manager
Shop Floor Employee
Shop Floor Manager
Scheduler
Production Manager
Engineer
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.
Parts Course - This course introduces the building blocks that make up Part Maintenance. It focuses on the
importance of Part Maintenance, required maintenance program setup, key fields, manufactured and purchased
part setup, and commonly used reports and trackers.
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.
Engineering Course
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).
4.
Engineering Overview
Engineering Course
Engineering Overview
Engineering is the application of science in the design, planning, construction, and maintenance of manufactured
items.
The engineering process in the Epicor application is the creation of a parts method of manufacture (MOM), or
method. It includes a bill of operations (BOO) and a bill of materials (BOM).
Method of Manufacture - This is the information required to build a part. The method includes all purchased
and manufactured parts, as well as the operation sequence required to build the part.
Bill of Operation - This identifies the steps necessary to build the part.
Bill of Material - This identifies the materials necessary to build the part.
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Engineering Overview
Once the MOM is engineered in one of these locations, that method can be pulled into the other two locations
as needed. This prevents possible errors associated with manual data entry.
For example:
Quote Entry
A customer's request for quote (RFQ) is received for a part that is not listed and has no previously defined method.
The quote is created, and the part is priced based on full engineering detail created within the quote.
Job Entry
A sales order is placed for a part not previously manufactured. The method is engineered as the job is entered.
Engineering Workbench
This is a controlled approach to the process of creating, engineering, and storing MOM. The part must be listed
in the part record and strict controls are placed on the engineering process, including check out and check in
part functionality.
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Engineering Overview
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Engineering Course
Engineering Setup
Engineering Setup
This section of the course covers key maintenance programs the engineering process uses. These programs include
resource groups and resources (where a part is manufactured) and operations (how a part is manufactured).
These fields hold the burden rates and labor rates applied during a cost roll-up, as well as capacity factors for
scheduling purposes.
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.
Inventory Configuration
The Engineering Workbench configuration is maintained in Company Configuration. Use the Modules > Materials
> Inventory > General sheet to establish defaults for new methods of manufacture (MOM). Examples of these
options include whether the MOM can be used while it is open in the ECO Group and how many engineers can
work in a specific ECO Group.
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
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Single User
Select this check box to indicate that the Engineering Workbench is limited to one user per ECO Group. If the
check box is clear, individual revisions within a group can be locked.
Allow Express Part Checkout
Select this check box to indicate that users can use Express Part Checkout to check out a part to an ECO group.
Clear this check box if users must check out parts from the Engineering Workbench or from Part Maintenance.
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Description
This field further identifies each resource group. The description displays on reports or windows throughout the
Epicor application, for example:
Lathe Group 120
CNC Milling Center
Assembly Bench North
Department
Select the department to which this resource group is assigned. Assigning a department to a resource group
provides a way to collect multiple resource groups for various reporting and selection purposes.
Note The department you select on the resource overrides any departments originally selected to record
applied labor and burden.
Inactive
Select this check box to indicate that this resource group is no longer used or no longer exists.
Subcontract
Select this check box to indicate that this resource group is used for subcontract (outside processing) operations.
Select this check box if the resource group you are creating is actually one of your suppliers or is located at a
supplier's site.
Location
Select this check box to indicate that this resource group is a physical location on the shop floor. This means an
employee can report labor to it, and the burden rate from this resource group is posted to the labor transaction,
which then posts to the job.
Note Select this check box if employees report labor against the current resource group. If the Location
check box is clear, users receive an error within Labor Entry when they attempt to select this resource
group.
If this check box is cleared, the rest of the fields in this section are not required.
Costing Burden Rates and Quoting Burden Rates
Different production and setup burden rates can be used to allow quote creation at one rate and job costing at
a different rate.
Costing Labor Rates and Quoting Labor Rates
Different production and setup labor rates can be used to allow quote creation at one rate and job costing at a
different rate. The actual job costing labor rate comes from the Shop Employee's labor entry.
Split Burden
This check box controls labor and burden hour distribution during entry in the Data Collection module. Use this
option only if you use Data Collection. Select this check box if multiple employees work on the same job operation
at the same time and you normally want to split the burden (machine) hours among those labor entries to more
accurately reflect actual machine usage.
Note Direct Labor is time spent working on a job. Operating a drill press and doing assembly work are
examples of direct labor. Direct labor can be further identified as setup or production.
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On the other hand, if you always want burden hours to equal labor hours (for example, for an assembly resource
group where the resources are employees), select the Burden = Labor check box.
Example One employee reports working on a job operation from 7:00 to 8:00; another employee reports
working on the same operation from 7:30 to 8:30. If you split the burden at the resource group where
the operation occurred, the Epicor application calculates labor and burden hours by assuming the resource
only ran for one and a half hours (7 - 8:30), even though two labor hours were reported.
Burden = Labor
Select this check box to indicate you want the number of burden hours to be the same as the number of labor
hours entered. Like Split Burden, this option applies only to hours entered in the Data Collection module.
Example An employee clocks in to two different jobs. Later, the employee clocks out of both jobs. The
results are: Job 1 had 4 hours of labor and 8 hours of burden, and Job 2 also had 4 hours of labor and 8
hours of burden. With the Burden = Labor check box selected, the total burden is 8, not 16.
Use Estimates
Select this check box to indicate the estimated labor hours on each operation are used to calculate the total labor
and burden cost on the job. The actual time placed against the job is not included in this calculation, so the labor
and burden cost on the job is the same as the cost calculated on the job estimate.
This check box is available regardless of whether you use the Split Burden or the Burden = Labor option to calculate
burden.
Example
P.T. Jones clocks into two operations at the same resource group which has the Use Estimates option
selected on its record:
The first operation has a run quantity of 5 with a production standard of 2 hours per piece for a total
of 10 hours of estimated production.
The second operation has a run quantity of 10 with a production standard of 2 pieces per hour for a
total of 5 hours of estimated production.
Fifteen total labor hours are multiplied against the labor and burden rates. The resulting values are used
as the actual costs for labor and burden on these operations.
Operation
This is the default operation associated with this resource group.
When this resource group is added to a method of manufacture (routing) during Job Entry, Quote Entry, or in
the Engineering Workbench, this operation is the one used to create the operation sequence.
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Engineering Setup
Data
Resource Group
Description
Department
Assembly Department
Input Warehouse
Main
In Bin
01-01-01
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Resources
A resource is a specific piece of equipment or an employee that is required to manufacture a part. A resource
must belong to a resource group.
Resource Examples:
A specific machine (ABC 7.5 HP drill press)
A specific employee (certified to operate the ABC 7.5 HP drill press)
Note There are many fields on the Resources sheet so for more information refer to the Application
Help.
Use Resource Group Values
Select the Use Resource Group Values check box if a resource should use the values defined at the resource
group level. If selected, the fields in this section are unavailable for update.
Linked Part
Parts can be linked to a resource. For example, if the resource is a tool and has a part number, enter or search
for that part number in this field. The part entered must exist in the part list.
Data
Resource
Description
Input Warehouse
Main
In Bin
01-01-01
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Operation Maintenance
Use Operation Maintenance to enter procedures shop employees must perform when they are working on a
job.
Job operations or operation sequences define the labor step sequence required to make each part.
Example Drill, Bend, and Cut
Enter operations for each part in Quote Entry and Job Entry. You can also enter them as routing information if
you have the Engineering module installed.
Note Attach specific resources and resource groups to your operations to establish labor and burden rates
for the operation. Use the Scheduling Requirements sheets to do this. If you have the Advanced Planning
and Scheduling (APS) license installed, you can also attach capabilities to your operations.
Operations can be internal or subcontracted. Internal operations track the hours and cost for all planned and
actual labor performed. Subcontract operations track part movement and the cost associated with outside services.
Menu Path
Navigate to this program from the Main Menu:
Production Management > Engineering > Setup > Operation
Production Management > Job Management > Setup > Operation
Production Management > Scheduling > Setup > Operation
Sales Management > Configurator Management > Setup > Operation
Service Management > Project Management > Setup > Operation
For CRM users, the Main Menu appears as:
Customer Relationship Management > Configurator Management > Setup > Operation
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Type
Select the type of operation being created. Valid selections include:
Manufacturing - This operation is used in production.
Service Call - This operation is used for field service repairs.
Primary Production Operation Detail
Use this list to select the capability, resource, or resource group used as the main item for production labor
and burden costing purposes. A required field, all items attached to the operation through the Scheduling
Requirements sheets display in this list.
Primary Setup Operation Detail
Use this list to select the capability, resource, or resource group used as the main item for labor setup and
burden costing purposes. All items attached to the operation through the Scheduling Requirements sheets display
in this list.
Primary Supplier
This field is available if the Subcontract Operation check box is selected. Use this field to enter the identifier of
the primary supplier for the subcontract operation. If you do not know the identifier, click Primary Supplier to
access the Supplier Search and browse for the supplier record you need.
Create an Operation
1. From the New menu, select New Operation.
2. Enter the following information:
Field
Data
Operation
Description
3. Click Save.
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3. In the Resource Group List grid, right-click the ResourceGrpID field and select Open With > Resource
Group Search.
The Resource Group Search window displays.
4. Click the Search button and search for and select ASM Green Crew-XXX (where XXX are your initials).
5. Click Save.
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2. In the Operation field, search for and select Assemble Per Blueprint-XXX (where XXX are your initials).
3. Click Save.
4. Exit Resource Group Maintenance.
Method of Manufacture
A method of manufacture (MOM) describes the process by which products are manufactured and includes both
the bill of materials (BOM) and the bill of operations (BOO).
Method of Manufacture
Resource groups and resources are the operation details within MOM. If a company needs to schedule specific
resources (such as machines, skills sets, and/or fixtures), an operation can contain one or two resources, one of
which must be a primary scheduling resource.
Alternately, a resource group and/or resource can be added. The corresponding resource group record and
resource record must reference an operation pulled in to define the operation sequence on the MOM.
There are multiple approaches to the definition of resource groups, resources, operations, and MOM. Each
approach impacts scheduling, costing, engineering, and job management. The following section details some of
the possibilities, but it does not represent a complete list of options.
Resource Groups - Where
Resource groups define where an activity takes place, such as a grouping of similar resources or physical locations
within the facility. The purpose of resource groups is to define default scheduling and costing parameters for the
group of resources or location.
Resources - What or Who
Resources are created within a resource group and record what or who performs a specific activity. Resources
can be created to define the following:
Physical pieces of equipment (shears, milling machines, punch presses).
Employees or skill sets (apprentice, skilled, cutter, setter).
Fixtures, tools, or gauges (specialized saws, jigs, pressure gauges).
Physical locations within the facility (assembly bench, milling area).
Operations - How
Operations define how a part is made. An operation is the sequence of steps required on a method of manufacture
to make a part. An operation can be defined as an inside operation for planned and actual labor or a subcontract
operation to track part movement associated with outside services.
Primary Scheduling Resource
A primary scheduling resource is required on the operation record. This can be either a resource group or a
resource and must be defined as a Scheduling Resource on the Operation record.
Both resource groups and resources can be finitely or infinitely scheduled and contain labor and burden values
for costing and estimating. If no labor or burden values are defined on a resource, the values defined on the
related resource group are used. Scheduling and costing information defined at the resource supersedes information
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defined at the resource group. Resource group records and resource records can reference an operation which
defaults during method creation.
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Part Maintenance
Use Part Maintenance to establish or update part information. Parts are purchased items used as raw material,
subassemblies, or built as finished items to fill orders.
Note Most modules do not require parts to exist in the Part Master file. Entering parts in the Part Master
file is highly recommended, requires minimal data input, and can save time later. When setting up a part
in Part Maintenance, all plants in the company can access the part. The Engineering module requires that
parts on any bill of material be located in Part Maintenance.
Part Maintenance contains information that includes:
General information such as part number, description, and search criteria.
Inventory information including unit of measure, non-stock status, and weight.
Purchasing information such as supplier.
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Warehouse information including primary warehouse and bin and minimum, maximum, and safety stock
quantities.
Sales Kit Parameters.
Menu Path
Navigate to this program from the Main Menu:
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
For CRM users, the Main Menu appears as:
Customer Relationship Management > Configurator Management > Setup > Part
Customer Relationship Management > Demand Management > Setup > Part
Customer Relationship Management > Order Management > Setup > Part
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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.
Constrained Material
Select this check box to indicate that the part is consireded constrained for job scheduling purposes. A constrained
material is a scheduling modifier used to limit when MRP engine calculates the Start Date and End Date for
suggestions. If an operation is linked to a constrained material, both the material and the resources must be
available at the same time before the scheduling engine will place the operation in the schedule.
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.
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.
Revisions
The revision details are entered on the Part > Revisions > Detail sheet.
Rev
This field specifies the revision reference for a particular part. This can be referred to throughout the Epicor
application when you enter this part. For example, if you enter an order for a certain part number, the current
revision for this part displays by default.
Effective
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This field specifies the date on which this revision becomes effective. The Epicor application uses this date to
determine the default revision whenever a part with revisions is entered. Enter the date directly, or click the
arrow to the right of the field to access a calendar and select a date.
Approved/Not Approved
This check box indicates whether this revision has been approved for use. Only approved revisions will be
considered valid revisions in entry programs.
Configurable
This check box indicates that the revision has either a configuration linked to it or the revision's bill of materials
(BOM), created through the Engineering Workbench, contain a material or subassembly that has a revision
with a configuration linked to it. If the current part's revision does not have a configuration the Configurable
check box can still be selected because its BOM contains a material or subassembly that has configuration or
it has a material or subassembly which itself has a configurable material or subassembly in its revision. For
example, if a Revision is approved, the application will launch a Configuration Sequence process (visible
through the System Monitor) that will go through all subassemblies/materials in the current part's BOM and
will search for configurations in them and inside their BOMs. If any is found, the part revision in question will
be marked as Configurable. After this, the same process will branch upwards going to any part that contains
the current part as a subassembly and will then recalculate its Configured field by performing the same logic
that was executed for the original part (goes through all of its subassemblies/materials).
ECO
This field specifies an optional engineering change order reference. This field is for reference only.
ECO Group
This field specifies the engineering change order group to which the revision is checked out. This field is for
display only.
Plant
This field specifies the plant where this revision is manufactured.
Sales Kit Parameters
The Sales Kit Parameters section is located in Part Maintenance on the Plants > Sales Kits sheet.
Allow Component Update
This indicates whether changes can be made to kit components during sales order entry or quote entry.
Allow Parameter Changes
This prevents changes from being made to the kit parameters during sales order entry or quote entry.
Backflush Kit Components
This indicates if all kit components are automatically pulled from stock or individually pulled from stock when
a kit ships.
Must Ship Kit Complete
This indicates whether all kit components are shipped together or separately.
Print Components On Pack Slip
This indicates whether kit components print as a separate line on the packing slip.
Print Components on Customer Documents
This indicates whether kit components print as a separate line on quotes, sales order acknowledgments, or
invoices.
Price Type: Parent Pricing or Component Pricing
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Engineering Setup
Determine if the kit price is rolled up from its components or rolled up from its own pricing.
Manufacturing Lead Time
The Manufacturing Lead Time section is located in Part Maintenance on the Plants > Planning sheet.
Manufacturing Lead Time is the elapsed time from when production begins on a quantity to when the quantity
is considered complete on the costing lot. This time includes how long it takes to acquire any constrained materials
for the current assembly and how long it takes to manufacture subassemblies needed to create the current part.
You can use the Manufacturing Lead Time Calculation process to automatically calculate lead time values. This
process considers all the variables for manufacturing the complete part from beginning to end. If you need, you
can override these calculated values, and enter the number of days as an exception value.
Cumulative Time
This value is the sum of the manufacturing lead time plus the material lead time. It incorporates the lead time
of the longest constrained material requirement found on any of the subassemblies.
This Level Time
This value is the time required to build the job cost quantity of the part. It assumes the required materials are
available.
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2.
3.
4.
5.
Check In Parts
Parts are approved and checked in. Once checked in, the part is available for use.
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Group ID
This is the unique identifier assigned to the ECO group. To access an existing ECO group when you do not know
the ID, click the Group ID button to access the ECO Group Search window and browse for the correct ID.
Description
This is a brief description of the ECO group. This field is useful when you want a longer, more descriptive label
for the group than just the ID. Use the Mass Assign option from the Actions Group menu to assign this
description to all part revisions checked out to this ECO group.
ECO
If applicable, enter the engineering change order number associated with this group. Use the Mass Assign
option from the Actions Group menu to assign this ECO number to all part revisions checked out to this ECO
group.
Due Date
This is the date the revisions in the group are due to be complete. Today's date is the default, but it can be
changed. Enter the date directly, or click the arrow to the right of the field to access a calendar and select a date.
Completion Date
This is the date the revisions in the group were completed.
Effective Date
This is the date the revisions in the group become effective.
Workflow Group
This is the workflow group assigned to this ECO group. This group establishes the default task set and salespersons
assigned to this ECO group.
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Create a Part
1. From the Actions menu, select Add Part.
Part Maintenance displays.
2. From the New menu, select New Part.
3. Enter the following information:
Field
Data
Part
Description
Type
Manufactured
Group
Fabricated
Class
FG-Fabricated
Non-Stock Item
Select
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Data
Rev
Description
Initial Design
Draw
ABC-234
Data
Part
Description
Type
Manufactured
Group
Fabricated
Class
FG-Fabricated
Non-Stock Item
Select
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Data
Rev
Description
Initial Design
Draw
ABC-456
Data
Part
Description
Type
Sales Kit
Group
Configured Parts
Class
FG-Configured
Non-Stock Item
Clear
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Data
Rev
T1
Description
Initial Design
Draw
KIT-123
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5. Repeat the steps 1 through 3 above to check out the following parts:
A-000-XXX/Rev A (where XXX are your initials)
SHLF-S60-XXX/Rev T1 (where XXX are your initials)
6. Navigate to the Revision > List sheet to verify all three parts are now checked out.
7. Click Save and remain in the Engineering Workbench for the next workshop.
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functionality uses Epicor's multiple-level assembly structure for planning purposes, correctly synchronizing the
required demand. The functionality further enables increased flexibility in planning execution by enabling
subassembly parts to be manufactured to stock or manufactured on a job directly linked to the parent requirements.
This capability minimizes the impact to standard MRP by using the Pull as Assembly (PAA) logic for creating PAA
assemblies, using Auto-Consume Stock (causes overrun quantities to be automatically consumed) during the
scheduling process, and creating a new process to firm up jobs which breaks off PAA assemblies to separate jobs
and creates the material demand links.
The Plan as Assembly selection controls if the assembly is created as a material requirement or an assembly for
an unfirm job. This option is located on the Method of Manufacturing > Materials > Detail sheet in the
Engineering Workbench.
If Plan as Assembly is not selected the MRP engine will not explode routing into multiple levels of subassembly
therefore start and completion date will not be accurately calculated, based on the cumulative lead times of
part's subassemblies.
If Plan as Assembly is selected material requirement is fulfilled from stock, but if not enough stock is available
during the manufacturing lead time, it will be planned as a subassembly by the MRP process. It will explode
routing into multiple levels of subassembly giving an accurate start and completion date for a job.
In the image below the calculated lead time for Part A-10 is value based on the lead times of the part's
subassemblies. Part Part A-10 consist of two subassemblies, AB-10 and AC-20.
Subassembly AB-10
Subassembly AB-10 contains materials P1 (lead time for this part is 14 days) and P2 (lead time for this part is 21
days). As the application always takes the highest lead time into consideration when calculating manufacturing
lead time for the parent part the manufacturing lead time for subassembly AB-10 would be calculated as follows:
21 (lead time for part P2) + 7 (total manufacturing time in days for part AB-10) = 28 (cumulative lead time
for part AB-10)
Subassembly AC-20
Subassembly AC-20 contains materials P3 (lead time for this part is 28 days) and P4 (lead time for this part is 35
days). As the application always takes the highest lead time into consideration when calculating manufacturing
lead time for the parent part the manufacturing lead time for subassembly AC-20 would be calculated as follows:
35 (lead time for part P4) + 14 (total manufacturing time in days for part AC-20) = 49 (cumulative lead time
for part AC-20)
Part Part A-10
Part Part A-10 (parent part) contains subassemblies AB-10 (cumulative lead time for this part is 28 days) and
AC-20 (cumulative lead time for this part is 49 days). As the application always takes the highest lead time into
consideration when calculating manufacturing lead time for the parent part the manufacturing lead time for part
Part A-10 would be calculated as follows:
49 (cumulative lead time for part AC-20) + 2 (total manufacturing time in days for part Part A-10) = 51
(cumulative lead time for part Part A-10)
Abbreviation Key:
CTL - Manufacturing Cumulative Lead Time - This is the sum of the manufacturing lead time plus the
material lead time in days. It incorporates the lead time of the longest constrained material requirement found
on any of the subassemblies.
TLLT - Manufacturing This Level Lead Time - This is the total manufacturing time in days.
Note Subassemblies in the image below are marked as constrained materials. When a scheduling engine
encounters a constrained material linked to an operation, it determines when the material will be available
for this operation. The date on which the material is available is used as the beginning date for the operation.
If the Required By Date for the material is greater then the Lead Time on the material, the engine considers
this material as available.
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Load Operations
1. Verify the Revision > List sheet displays.
2. In the Revision Checked Out to ECO Group grid, select A-L111-XXX (where XXX are your initials).
3. Navigate to the Method of Manufacturing > Engineering > Operation Master sheet.
4. From the Actions menu, select Autoload Engineering Data > Load Operation Master Details.
Add an Operation
1. In the Operation Code field, type the letter m.
The operations are listed alphabetically.
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2. In the Operations grid, click and hold operation MILL (Mill Point to Point) and drag-and-drop the record
on the Operations node in the tree view.
3. In the tree view, verify Opr: 10 OP: MILL is selected.
4. Navigate to the Method of Manufacturing > Operations > Detail sheet.
5. In the Setup Per Scheduling Block pane, in the Hours field, enter 1.
6. In the Production Per Scheduling Block pane, in the Prod Std field, enter 5.
7. Click Save.
A message may display informing you that the record in focus has been modified by another user. If the
message displays, click Refresh and re-enter the data.
8. In the tree view, expand Opr: 10 OP: MILL to display its resources.
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Add Materials
1. Navigate to the Method of Manufacturing > Engineering > Parts sheet.
2. From the Actions menu, select Autoload Engineering Data > Load Parts.
3. In the Part field, type the letter a.
4. In the Parts grid, click and hold part AS-048 and drag-and-drop the record on the MILL operation in the
tree view.
5. In the Part field, type the number 1.
6. In the Parts grid, select 1032FW, then press and hold the Ctrl key while highlighting the following parts:
1032KNUT
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1032X100
7. In the Parts grid, click and hold any of the highlighted parts and drag-and-drop the records on the APB-XXX
(where XXX are your initials) operation in the tree view.
8. In the Part field, type the letter i.
9. In the Parts grid, click and hold part IBM-200-D and drag-and-drop the record on the APB-XXX (where
XXX are your initials) operation in the tree view.
The Pull as Assembly check box is not selected on the Materials > Detail sheet for part IBM-200-D. This
indicates that the part is pulled from stock.
10. Click Save.
Qty/Parent
AS-048
0.25
1032FW
1032KNUT
1032X100
IBM-200-D
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Add an Operation
1. Navigate to the Revision > List sheet.
2. In the Revisions Checked Out to ECO Group grid, select A-000-XXX (where XXX are your initials).
3. Navigate to the Method of Manufacturing > Engineering > Operation Master sheet.
4. In the Operations grid, click and hold operation APB-XXX (Assemble Per Blueprint-XXX) (where XXX
are your initials) and drag-and-drop the record on the Operations node in the tree view.
5. Navigate to the Method of Manufacturing > Operations > Detail sheet.
6. In the Setup Per Scheduling Block pane, in the Hours field, enter 1.
7. In the Production Per Scheduling Block pane, in the Prod Std field, enter 5.
8. Click Save.
A message may display informing you that the record in focus has been modified by another user. If the
message displays, click Refresh and re-enter the data.
Add Materials
1. Navigate to the Method of Manufacturing > Engineering > Parts sheet.
2. In the Part field, type the number 3.
3. In the Parts grid, click and hold part 38FW and drag-and-drop the record on the APB-XXX (where XXX are
your initials) operation in the tree view.
4. In the Parts grid, press the Ctrl key and select the 38LN and 38X075B parts.
5. Click and hold either highlighted part and drag-and-drop the records on the APB-XXX (where XXX are your
initials) operation in the tree view.
6. In the Part field, type the letter a.
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7. In the Part grid, click and hold part A-L111-XXX (where XXX are your initials) and drag and drop the record
on the APB-XXX (where XXX are your initials) operation in the tree view.
Qty/Parent
38FW
38LN
38X075B
2. Click Save.
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7. In the Parts grid, click and hold any of the highlighted parts and drag-and-drop the records on the Materials
node in the tree view.
8. In the tree view, select each of the materials and update the Qty/Parent field as follows:
Material
Qty/Parent
SH-SHELF-18G-36
SH-BKPNL-36
SH-BSST-36
SH-HRDWPACK-18
SH-LABEL-36
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SH-SIDEBR-18
SH-SIDEPNL-18
Evaluate Materials
1. In the Job field, search for and select job 2022.
2. Expand the tree view and select any material.
3. Navigate to the Job Details > Materials > Material Transactions sheet.
4. Click the Retrieve button.
5. Review the Material Transactions grid.
Evaluate Operations
1. In the tree view, select operation Opr: 10 OP: ASSEM.
2. Navigate to the Job Details > Operations > Labor Transactions sheet.
3. Click the Retrieve button.
4. Review the Labor Transactions grid.
5. Exit the Job Tracker.
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Check In Parts
In this final step of the engineering process, approve and check in parts. Parts can be approved and checked in
either individually or as a group.
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Substitutes
Production quantity
BOM Cost Report
Menu Path: Production Management > Engineering > Reports > BOM Cost
Use this report to view part costs for a part or to compare costs between two revisions.
The report can display:
A specific part or group of parts
Product groups
The report can be formatted by:
End Part Only
Single Level
Indented Level
Summarized BOM Report
Menu Path: Production Management > Engineering > Reports > Summarized BOM
This report provides the summarized bill of material (BOM).
Where Used Report
Menu Path: Production Management > Engineering > Reports > Where Used
This report shows where each part is used in a BOM.
Job Tracker
Menu Path: Production Management > Job Management > General Operations > Job Tracker
Use the Job Tracker to view all information regarding a job and to track all job-related material such as:
Material issued to a job
When material was issued and how much
Material still needed on a job
Material ordered directly to a job
It also provides information on operations such as:
Has an operation been started?
Has an operation been completed?
Who worked on an operation?
How many units have been produced?
Part Tracker
Menu Path: Sales Management > Customer Relationship Management > General Operations > Part Tracker
Tip The CRM menu path is: Customer Relationship Management > Sales and Marketing Management >
General Operations > Part Tracker
Use the Part Tracker to view part information, such as related costs, in one report.
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Method Tracker
Menu Path: Sales Management > Customer Relationship Management > General Operations > Part Tracker
Tip The CRM menu path is: Customer Relationship Management > Sales and Marketing Management >
General Operations > Part Tracker
This report is accessed through the Part Tracker and is used to review a part's method and structure. A method
and its details can be viewed without being checked out to the Engineering Workbench.
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Menu Path: Production Management > Engineering > General Operations > Express Part Checkout
1. In the Part/Revision field, search for and select IBM-200-D.
2. Click the Checkout button.
The Engineering Workbench displays.
3. Remain in the Engineering Workbench for the next workshop.
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Field
Data
Part
ML-1698-A36CS
Rev
Alt Method
Vendor Paint
Revision Comments
5. Click OK.
6. To the All methods for the selected revision will be checked out message, click OK.
7. Navigate to the Revision > Detail sheet and select the Use Alternate Method for Parts check box.
8. Click Save.
Modify an Operation
1. In the tree view, right-click part ML-1698-A36CS and select Tree > Expand Tree.
2. In the tree view, delete Opr: 50 OP: PTP (Powder Paint operation).
3. Navigate to the Method of Manufacturing > Engineering > Operation Master sheet.
4. In the Operation Code field, type the letter o.
5. In the Operations grid, select operation OSVPA and drag and drop it on Opr: 60 OP: ASSEM in the tree
view.
A A subcontract operation got created with no supplier information message may display. If the
message displays, click OK.
6. In the tree view, verify the Opr: 50 OP: OSVPA operation is selected.
7. Navigate to the Method of Manufacturing > Operations > Subcontract sheet.
8. In the Supplier ID field, search for or verify Rainforest Painting Inc displays.
9. In the Unit Cost field, enter 245.
10. In the Days Out field, enter 5.
11. Click Save.
A message may display informing you that the record in focus has been modified by another user. If the
message displays, click Refresh and re-enter the data.
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Revision Compare
Use Revision Compare to compare revision information between two different part records. You can compare
records in any combination:
A quote with a job or part.
A job with a part or quote.
A part with a job or quote.
A record with the same type of record.
Menu Path
Navigate to this program from the Main Menu:
Production Management > Engineering > General Operations > Revision Compare
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Tip The CRM menu path is: Customer Relationship Management > Sales and Marketing Management >
General Operations > Part Tracker
Engineering Workflow
The Epicor application provides the ability to create an engineering workflow for tracking purposes. It is possible
to attach a workflow (a set of tasks) to an ECO group to track the progress of the ECO and assign tasks to people.
There may be as many tasks assigned to the task set as necessary to track the ECO, and these tasks display in
the task lists of multiple users informing them of what to do.
Each task displays in the task list of the indicated user or role with a scheduled due date. Once the user has
completed the task, the next task is released to its respective user. In this way, users can track the progress of
an ECO and identify any bottleneck activities to address. In addition, users can add tasks to the task set any time
or if it is necessary to repeat a step (such as an additional review).
Data
Set ID
Description
Type
ECO
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3. Click Save.
Add Milestones
1. From the New menu, select New Milestone.
The Milestones > Detail sheet displays.
2. Enter the following information:
Field
Data
Seq
10
Task
Needs Analysis
Current Stage
ECO Request
Days to Complete
First Milestone
Select
Select
Check In Allowed
Clear
Clear
3. Click Save.
4. From the New menu, select New Milestone.
5. Enter the following information:
Field
Data
Seq
90
Task
Current Stage
Certification / Approval
Days to Complete
First Milestone
Clear
Clear
Check In Allowed
Clear
Clear
6. Click Save.
7. From the New menu, select New Milestone.
8. Enter the following information:
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Field
Data
Seq
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Field
Data
Task
ECO Complete
Current Stage
Complete
Days to Complete
First Milestone
Clear
Clear
Check In Allowed
Select
Clear
9. Click Save.
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Field
Data
Workflow Group
Description
4. Click Save.
5. From the New menu, select New Group Member.
6. In the Member field, select Rick Bronson.
7. In the Role field, select or verify Sales Person displays.
8. Click Save.
9. From the New menu, select New Group Member.
10. In the Member field, select Aaron Christiansen.
11. In the Role field, enter ECO Coordinator.
12. Select the Primary check box.
13. Click Save
14. Exit Workflow Group Maintenance.
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Field
Data
Group ID
Description
Workflow Group
Task Set
Engineering Course
Data
Rev
Description
4. Click OK.
5. In the tree view, right-click the part number and select Get Details > Get From Method/Jobs/Quotes.
6. In the Revisions grid, select Rev A.
7. Click OK.
8. Click Save.
9. Exit the Engineering Workbench.
Data
User name
rick
Password
rick
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Data
User name
aaron
Password
aaron
15. In the Main Menu, select or verify Epicor Education > Main Plant is selected.
16. Navigate to the Engineering Workbench.
Menu Path: Production Management > Engineering > General Operations > Engineering Workbench
17. In the Group ID field, search for and select SAT-XXX (where XXX are your initials).
18. Navigate to the Tasks > Tree sheet.
19. Repeat steps 7 through 11 to complete tasks of Approve ECO Design and ECO Complete.
20. Confirm all three tasks are complete.
21. Click Save and exit the Engineering Workbench.
Data
User name
manager
Password
manager
3. In the Main Menu, select or verify Epicor Education > Main Plant is selected.
4. Navigate to the Engineering Workbench.
Menu Path: Production Management > Engineering > General Operations > Engineering Workbench
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5. In the Group ID field, search for and select SAT-XXX (where XXX are your initials).
6. Navigate to the Revision > List sheet and select DSS-1010.
7. Navigate to the Revision > Detail sheet.
8. Select the Not Approved check box.
The indicator changes to Approved.
9. From the Actions menu, select Revision > Check In.
10. In the Description of Change window, click OK.
11. To the Check In Complete message, click OK.
12. Click Save and exit the Engineering Workbench.
Data
Group
Description
Today's Date
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Field
Data
Update Default
3. Click Save.
Verify Costs
1. Navigate to the Cost > Manufactured Parts sheet.
2. Click the Search button and search for and select part A-000-XXX (where XXX are your initials).
Verify Costs
1. Verify the Cost > Manufactured Parts sheet displays.
2. Click Refresh.
3. Click the Search button and search for and select all parts.
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Costing Workbench
Use the Cost Workbench to manage part costs in a single location. Specialized tools pull in the most recent costs
and automatically perform cost rollups.
Note If the Costing Method field is set to FIFO or Lot FIFO in the parts master record, the Costing
Workbench uses FIFO average costs stored in the parts cost record (rather than first available FIFO costs)
when it performs initial loading of costs. For example, if the part has two FIFO cost layers of 10 and 20,
with a part quantity of one each, the average FIFO cost displays as 15 in the Costing Workbench.
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Conclusion
Conclusion
Congratulations! You have completed the Engineering course.
Please take a moment to let Epicor University know how to serve you better by completing an evaluation at htt
p://www.keysurvey.com/survey/379199/e92f/. Your feedback provides the guidelines for the future direction of
Epicor University offerings.
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