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Epicor ERP

Engineering Course
9.05.607

Disclaimer
This document is for informational purposes only and is subject to change without notice. This document and its
contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its
date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with
regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a
particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is
likely to be unique in their requirements in the use of such software and their business processes, users of this document
are always advised to discuss the content of this document with their Epicor account manager. All information contained
herein is subject to change without notice and changes to this document since printing and other important information
about the software product are made or published in release notes, and you are urged to obtain the current release
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make improvements or changes to the products or programs described in this publication at any time, without notice.
The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of
any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage
of the solution(s) described in this document with other Epicor software or third party products may require the purchase
of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements
in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws
and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly
Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of
platform and product compatibility in this document shall be considered individually in relation to the products referred
to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also
stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible
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Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs
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All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of
Epicor Software Corporation.

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Total pages: 68
course.ditaval

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

Daily Engineering Processing...............................................................................................30


Create an ECO Group....................................................................................................................................31
ECO Group Fields...................................................................................................................................31
Workshop - Create an ECO Group..........................................................................................................32
Create Parts and Revisions.............................................................................................................................33
Workshop - Enter the Master Part and Revision.......................................................................................33

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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

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Specialized Engineering Processing....................................................................................51


Express Part Checkout....................................................................................................................................51
Express Part Checkout Fields...................................................................................................................51
Workshop - Use Express Part Checkout...................................................................................................51
Create a Revised Method...............................................................................................................................52
Workshop - Create a Revised Method.....................................................................................................52
Create and Check Out a Revision.....................................................................................................52
Get Manufacturing Details...............................................................................................................52
Modify the Material.........................................................................................................................53
Approve and Check In a Part...........................................................................................................53
Create an Alternate Method..........................................................................................................................53
Workshop - Create an Alternate Method................................................................................................53
Create an Alternate Method............................................................................................................53
Modify an Operation.......................................................................................................................54
Approve and Check In a Part...........................................................................................................54
Revision Compare..........................................................................................................................................55
Revision Compare Fields.........................................................................................................................55
Workshop - Compare Revisions..............................................................................................................56
Apply a Phantom Part Method.......................................................................................................................56
Workshop - Apply a Phantom Part/Method.............................................................................................56
View an Existing Phantom Part........................................................................................................57
Engineering Workflow...................................................................................................................................57
Workshop - Create a Workflow Task Set.................................................................................................57
Create a New Task Set.....................................................................................................................57
Add Milestones...............................................................................................................................58
Create Next Milestones....................................................................................................................59
Workshop - Create a Workflow Group and Group Members...................................................................59
Workshop - Create a Workflow..............................................................................................................60
Create an ECO Group......................................................................................................................60
Create a Part Revision......................................................................................................................61
Complete Workflow Tasks...............................................................................................................61
Approve and Check In a Revised Part...............................................................................................62
Cost Rollup and Cost Methods.......................................................................................................................63
Workshop - Perform Cost Rollup.............................................................................................................63
Create a Costing Group...................................................................................................................63
Load Cost Details.............................................................................................................................64
Verify Costs.....................................................................................................................................64
Perform Cost Rollup........................................................................................................................64
Verify Costs.....................................................................................................................................64
Preview the Cost Set Group.............................................................................................................65
Post the Group................................................................................................................................65
Delete the Group.............................................................................................................................65
Costing Workbench................................................................................................................................65
Mass Replace and Delete...............................................................................................................................66
Mass Operation Replace.........................................................................................................................66

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Engineering Course

Mass Part Replace/Delete........................................................................................................................66


Mass Resource Group Replace................................................................................................................66

Conclusion.............................................................................................................................67

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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.

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Before You Begin

Engineering 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.
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.

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Engineering Course

Before You Begin

Environment Setup
The environment setup steps and potential workshop constraints must be reviewed in order to successfully
complete the workshops in this course.
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.

From the Main menu, select the Main Plant.

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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.

Where Does Engineering Occur?


The engineering process occurs in any of the following locations within the Epicor application:
Quote Entry
Job Entry
Engineering Workbench

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Engineering Course

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

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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

from an Epicor Smart Client (Windows ) interface.

Company Configuration Fields


In Company Configuration, navigate to the Modules > Materials > Inventory > General sheet and review the
following fields:
Unapprove Revision On Check Out
Select this check box to indicate that the status of part revisions should be changed to Unapproved when
checked out to the Engineering Change Order (ECO).
Verify Password On Check In
Select this check box to indicate that you want to verify the user password during operations such as Revision
approve and unapprove, check-out, and check-in.
Workflow Required
Select this check box to indicate that a workflow group and task set are required on engineering change order
requests.

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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.

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
Navigate to this program from the Main Menu:
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
For CRM users, the Main Menu appears as:
Customer Relationship Management > Configurator Management > Setup > Resource Group

Resource Group Maintenance Fields


Note There are many fields in Resource Group Maintenance so for more information refer to the
Application Help.
Resource Group
This is the code that uniquely identifies each resource group, for example:
LATHES
C-MILLS
ASSY BENCH

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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.

Workshop - Set Up a Resource Group


Before you start the engineering process you must define resource groups and resources as they carry labor and
labor burden cost estimates. Later in the course you will create a method of manufacturing for the storage shelf
unit and its subassembly and use the resource group defined in this workshop.
Navigate to Resource Group Maintenance.
Menu Path: Production Management > Engineering > Setup > Resource Group

Create a Resource Group


1. From the New menu, select New Resource Group.

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2. Enter the following information:


Field

Data

Resource Group

ASMG-XXX (where XXX are your initials)

Description

ASM Green Crew - XXX (where XXX are your initials)

Department

Assembly Department

Input Warehouse

Main

In Bin

01-01-01

Enter Costing Burden Rates


1. In the Costing Burden Rates pane, in the Production field, enter 50.00.
2. In the Setup field, enter 50.00.
3. Verify Flat is selected.

Enter Quoting Burden Rates


1. In the Quoting Burden Rates pane, in the Production field, enter 50.00.
2. In the Setup field, enter 50.00.
3. Verify Flat is selected.

Enter Costing Labor Rates


1. In the Costing Labor Rates pane, in the Production field, enter 15.00.
2. In the Setup field, enter 15.00.

Enter Quoting Labor Rates


1. In the Quoting Labor Rates pane, in the Production field, enter 15.00.
2. In the Setup field, enter 15.00.
3. Click Save.
4. Remain in Resource Group Maintenance for the next workshop.

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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.

Workshop - Create a Resource


Each resource group must have at least one resource. In this workshop, create a resource for the resource group
entered in the Workshop - Setup a Resource Group.
1. From the New menu, select New Resource.
The Resources > Detail sheet is displayed.
2. Enter the following information:
Field

Data

Resource

ASMYG-XXX (where XXX are your initials)

Description

Assembly Green Crew - XXX (where XXX are your initials)

Input Warehouse

Main

In Bin

01-01-01

3. Accept all other defaults.


4. Click Save.
5. To the Capacity changed message, click OK.
6. Exit Resource Group Maintenance.

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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

Operation Maintenance Fields


There are many fields in Operation Maintenance so for more information refer to the Application Help.
Operation
This is a code that uniquely identifies the operation, for example:
SHR=Shear
SAW=Saw
WLD=Weld
RIV=Rivet
Description
This is a brief description of the operation, for example:
307 Pump Line - Station 1
Tumble deburr

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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.

Workshop - Create a New Operation


In the previous workshops you created a resource group with a resource. For the purpose of this course create
a new operation and assign the resource group to it.
Navigate to Operation Maintenance.
Menu Path: Production Management > Engineering > Setup > Operation

Create an Operation
1. From the New menu, select New Operation.
2. Enter the following information:
Field

Data

Operation

APB-XXX (where XXX are your initials)

Description

Assemble Per Blueprint-XXX (where XXX are your initials)

3. Click Save.

Add a Resource Group Requirement


Multiple scheduling requirements can be added to an operation. A limit of two exists without the Advanced
Planning and Scheduling module.
1. Navigate to the Scheduling Requirements > Resource Groups sheet.
2. From the New menu, select New Resource Group Requirement.

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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.

Add Operation Text


This field displays a list of standard text. The standard text selected for this operation prints on the Job Traveler.
1. Navigate to the Detail sheet.
2. In the Text field, select Standard Oper. Text.
3. Click Save.

Add Production Yield Parameters


These fields determine the actions the Epicor application performs when the operation quantity results in
over-production or under-production. Three actions are available:
Create Shop Warning
Send Shop Warning Alert
Recalculate Expected Yield
1. Select the Create Shop Warning check box.
2. In the Variance Under % field, enter 10.
3. In the Variance Over % field, enter 10.
4. Select the Recalculate Expected Yield check box.
5. In the Recalculate Yield Under % field, enter 10.
6. Click Save.
7. Exit Operation Maintenance.

Workshop - Select a Default Operation


So far you linked the ASM Green Crew-XXX resource group to the APB-XXX operation using the Operation
Maintenance. The next step is to link the operation with the resource group at the Resource Group Maintenance
level. In this workshop, link the APB-XXX operation with the ASM Green Crew-XXX resource group using the
Resource Group Maintenance.
Navigate to Resource Group Maintenance.
Menu Path: Production Management > Engineering > Setup > Resource Group
1. In the Resource Group field, search for and select ASM Green Crew-XXX (where XXX are your initials).

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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.

Operation: Resource Group Specific


In this example, there are three interchangeable shearing machines. A Shear resource group is created with three
generic resources within it. Because any of the machines can be used when the operation is performed, the Shear
resource group is used on the method of manufacture. The labor and burden costs are defined on the resource
group only and represent an average of the costs related to each.

Operation: Resource Specific


In this example, the shearing machines are not interchangeable. A Shear resource group is created with three
uniquely identified resources within it. Because we want to specifically define which machine can perform the
operation, the 8 Shear is used on the method of manufacture (MOM). Although labor and burden costs are
defined on the resource group and the resource, the values defined on the resource selected on the MOM are
used for the job cost estimate.
If the resource group is selected on the MOM instead of the 8 shear, the labor and overhead values defined on
the resource group are used for the job cost estimate. The values defined on the resource group should be an
average of the values defined on the resources in case only the resource group is pulled into the MOM.

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Operation: Combination of Resource and Resource Group


In this example for a milling operation, a specific machine and specific skill set are also required. Instead of defining
a single resource group with machine and skill set resources relate to it, two resource groups are defined: Milling
Machine with Resources for specific machines and Mill Work Force with Resources for specific skill sets.
All the machine resources can be available 24 hours a day, seven days a week; therefore, they can be infinitely
scheduled while the workforce can work a single shift and potentially scheduled finitely. Labor and burden costs
are both defined on the workforce resource group, and only burden is defined on the machine resource group.
The values for each are accumulated to arrive at a cost estimate total.

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Operation: Multiple Resource Groups or Resources


In this example, not only are the machines and skill sets defined in their own resource groups, but a fixtures
resource group is defined as well. This resource group contains resources for tools that may also need to be
scheduled. The method of manufacture defines three operation details; more than two operation details are
allowed only if the Advanced Planning and Scheduling module is enabled.

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

Part Maintenance Fields


There are many fields in Part Maintenance so for more information refer to the Application Help.
Part
This is made up of alpha-numeric characters that uniquely identify a part.
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.
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.

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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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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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Daily Engineering Processing


This section of the course reviews engineering processes that takes place during a typical work day. A basic
engineering process involves five steps completed in this sequential order:
1.

Create an ECO Group


An ECO group is established to group part revisions together under the same heading (ECO Group ID).
When a method of manufacture is being created or maintained, it must be checked out to an ECO Group.

2.

Create Parts and Revisions


The Engineering Workbench allows new parts to be created or existing parts to be revised.

3.

Check Out Parts


In the Engineering Workbench, parts are checked out to an ECO group. The ECO group provides structure
and control to the engineering process.

4.

Create a Method of Manufacture


A method of manufacture is built from the bottom up.

5.

Check In Parts
Parts are approved and checked in. Once checked in, the part is available for use.

The following diagram describes how parts are engineered.

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Create an ECO Group


In the first step of the engineering process, establish an ECO group to group part revisions, subassemblies, or
members of a product group under a single heading (Group ID). For control purposes, a part must be checked
out to an ECO group before a method of manufacture is created or maintained.
Menu Path
Navigate to this program from the Main Menu:
Production Management > Engineering > General Operations > Engineering Workbench

ECO Group Fields


Note There are many fields in ECO Group so for more information refer to the Application Help.

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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Check Out Allowed


This check box is selected if any of the milestones associated with the default task set assigned to the specified
Workflow Group have their Check Out Allowed check box selected. This field is for display only.
Check In Allowed
This check box is selected if any of the milestones associated with the default task set assigned to the specified
Workflow Group have their Check In Allowed check box selected. This field is for display only.
Workflow Complete
This check box is selected if any of the tasks associated with the task set assigned to the ECO group have their
Workflow Complete check box selected. This field is for display only.
Task Set
If a Workflow Group is specified for the ECO group, select a task set to use for the group. The default task set
assigned to the workflow group automatically populates the field, but it can be changed to another set with a
type of ECO.
Current Stage
If a Workflow Group is assigned to the ECO group, this field displays at what stage or step in the workflow the
revisions in the group are located. This is determined by the completion status of tasks in the Task Set. This field
is for display only.

Workshop - Create an ECO Group


Your company has decided to manufacture a storage shelving unit. In the first step of the engineering process
you must establish an ECO group to group part revisions, subassemblies, or members of a product group. This
workshop demonstrates how to create an ECO Group. In later workshops within this section, this ECO Group is
used to engineer the storage shelf unit consisting of Level 0 multi-level non-stocked part, Level 1 non-stocked
subassembly, and Level 2 stocked subassembly. This ECO Group is also used to engineer a sales kit for the shelving
unit and its components.
Navigate to the Engineering Workbench.
Menu Path: Production Management > Engineering > General Operations > Engineering Workbench
1. Click New.
2. In the Group ID field, enter XXX - New Parts (where XXX are your initials).
3. In the Description field, enter XXX - New Parts.
4. In the Workflow Group field, select Department of Defense.
5. In the Task Set field, select Internal ECO Change.
6. Accept all other defaults.
7. Click Save.
8. Remain in the Engineering Workbench for the next workshop.

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Create Parts and Revisions


In the second step of the engineering process, create and engineer parts in the Engineering Workbench. If a part
exists, it can be pulled into the Engineering Workbench from the part file.
A revision (represented by a number or letter) indicates a different method of manufacture for a single part. This
allows operational or material variations at the part level without creating a new part. One part can have many
revisions.

Workshop - Enter the Master Part and Revision


The ECO group is established so you can now enter the storage shelf unit part and define its revision. In this
workshop, create part A-000-XXX (where XXX are your initials) and then create a revision for this part.

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

A-000-XXX (where XXX are your initials)

Description

XXX Finished Good (where XXX are your initials)

Type

Manufactured

Group

Fabricated

Class

FG-Fabricated

Non-Stock Item

Select

4. Accept all other defaults.


5. Click Save.

Add the Costing Lot Size


1. Navigate to the Part > Plants > Detail sheet.
2. In the Costing Lot Size field, enter 10.
3. Click Save.

Create a Part Revision


1. From the New menu, select New Part Revision.

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2. Enter the following information:


Field

Data

Rev

Description

Initial Design

Draw

ABC-234

3. Accept all other defaults.


4. Click Save.
5. Remain in Part Maintenance for the next workshop.

Workshop - Enter a Subassembly Part


The storage shelf unit consists of smaller parts (subassemblies) to assemble before the whole unit is built. After
you enter the storage shelf unit part, create the subassembly that will be used in the method of manufacture for
the storage shelf unit part later in the course.

Create a Subassembly Part (A-L111-XXX)


1. From the New menu, select New Part.
2. Enter the following information:
Field

Data

Part

A-L111-XXX (where XXX are your initials)

Description

XXX Subassembly Level 1 (where XXX are your initials)

Type

Manufactured

Group

Fabricated

Class

FG-Fabricated

Non-Stock Item

Select

3. Accept all other defaults.


4. Click Save.

Add the Costing Lot Size


1. Navigate to the Part > Plants > Detail sheet.
2. In the Costing Lot Size field, enter 10.
3. Click Save.

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Create a Part Revision


1. From the New menu, select New Part Revision.
2. Enter the following information:
Field

Data

Rev

Description

Initial Design

Draw

ABC-456

3. Accept all other defaults.


4. Click Save.
5. Remain in Part Maintenance for the next workshop.

Workshop - Create a Sales Kit Part


Your company has decided to manufacture a new type of shelf unit which can be component configured based
on the customer requirements. A sales kit is comprised of a parent kit part and the components that make up
the kit itself. In this workshop, use Part Maintenance to create both the parent kit part and the component parts.
Once all of these parts are put together, use the Engineering Workbench to create a link between the component
parts and the parent kit part (shelf unit).

Create a Sales Kit (SHLF-S60-XXX)


1. From the New menu, select New Part.
2. Enter the following information:
Field

Data

Part

SHLF-S60-XXX (where XXX are your initials)

Description

XXX Storage Shelf (where XXX are your initials)

Type

Sales Kit

Group

Configured Parts

Class

FG-Configured

Non-Stock Item

Clear

3. Accept all other defaults.


4. Click Save.
5. Navigate to the Part > Plants > Sales Kits sheet.

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6. Select or verify the following check boxes are selected:


Backflush Kit Components
Must Ship Kit Complete
Print Components On Pack Slip
Print Components On Customer Documents
7. In the Price Type field, select Component Pricing.
8. Click Save.

Create a Part Revision


1. From the New menu, select New Part Revision.
2. Enter the following information:
Field

Data

Rev

T1

Description

Initial Design

Draw

KIT-123

3. Accept all other defaults.


4. Click Save.
5. Exit Part Maintenance and return to the Engineering Workbench.

Check Out Parts


In the third step of the engineering process, check out parts to an ECO group in order to create or change the
method of manufacture (MOM).

Workshop - Check Out Parts


To create or maintain a method of manufacture (MOM), you must check it out to an ECO Group. At the beginning
of this course you created an ECO group which groups part revisions together under the same heading (ECO
Group ID). Now that you have entered all the parts, check them out to the ECO group in order to create or
change the MOM.
1. From the Actions menu, select Check Out Part.
2. In the Part field, search for and select part A-L111-XXX (where XXX are your initials).
3. Verify the Revision and ECO Group default.
4. Click OK.

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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.

Create a Method of Manufacture


In the fourth step of the engineering process, create a method of manufacture (MOM) using the Engineering
Workbench. This lists all the information required to build a part. It includes all purchased and manufactured
parts necessary, as well as the sequence of steps required to build the final product.
Options to Build a Bill of Operation
Add or change an operation with an attached resource group.
Add or change a resource group with an attached operation.
Add or change a resource group that contains multiple resources and an attached operation.
Pull as Assembly
The Pull as Assembly selection indicates whether material is pulled from stock or manufactured as needed. This
option is located on the Method of Manufacturing > Materials > Detail sheet in the Engineering Workbench.
This option is available for manufactured parts only.
If Pull as Assembly is not selected, material is pulled into the method, job, or quote as a single material with
no manufacturing details.
Use this option if common subassemblies are kept in stock.
If Pull as Assembly is selected, the assembly record for the material is created on the method, job, or quote.
All manufacturing details, including material and operations, become a part of the method.
Use this option if unique subassemblies are manufactured only when a job requires them.
View as Assembly
The View as Assembly selection indicates whether material required for a subassembly should be displayed on
the bill of material. This option is located on the Method of Manufacturing > Materials > Detail sheet in the
Engineering Workbench.
Use this option is available for manufactured parts only.
If View as Assembly is not selected, the material required to make this part is not displayed in the BOM of
the parent part.
If View as Assembly is selected, the material required to make this part is displayed in the BOM of the parent
part.
Plan as Assembly
This functionality enables MRP to plan the lower level component manufactured parts in a direct planning
relationship to the top level part without those parts actually being included in the assembly structure. This new

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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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Workshop - Create a Method for the Shelf Unit Subassembly (A-L111-XXX)


Before you enter the method of manufacturing (MOM) for the storage shelf unit product you must define the
MOM for its materials (if they are locally manufactured). This is an intermediate level assembly (A-L111-XXX)
used in the production of an upper level (A-000-XXX). In this workshop, define the MOM for the subassembly
component.

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.

Verify Labor and Burden Costs


1. In the tree view, right-click part A-L111-XXX (where XXX are your initials) and select View Costs.
2. Review the labor and burden costs.
3. Close the window.

Add a Subcontract Operation and Supplier


1. Navigate to the Method of Manufacturing > Engineering > Operation Master sheet.
2. In the Operation Code field, type the letter o.
3. In the Operations grid, click and hold operation OSVPA (Outside Vendor Painting) and drag-and-drop
the record on the Operations node in the tree view.
The A subcontract operation got created with no supplier information message displays.
4. To the message, click OK.
5. Navigate to the Method of Manufacturing > Operations > Subcontract sheet.
6. In the Supplier ID field, search for and select Rainforest Painting Inc.
7. In the Unit Cost field, enter 275.
8. In the Days Out field, enter 5.
9. 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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Verify Subcontract Costs


1. In the tree view, right-click part A-L111-XXX (where XXX are your initials) and select View Costs.
2. Review the labor, burden, and subcontract costs.
3. Close the window.

Add an Operation and Resource Group for the Final Assembly


1. Navigate to the Method of Manufacturing > Engineering > Operation Master sheet.
2. In the Operation Code field, type the letter a.
3. 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.
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.

Verify Labor, Burden, and Subcontract Costs


1. In the tree view, right-click part A-L111-XXX (where XXX are your initials) and select View Costs.
2. Review the labor, burden, and subcontract costs.
3. Close the window.

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.

Update the Quantity per Parent


1. In the tree view, select each of the materials and update the Qty/Parent field as follows:
Material

Qty/Parent

AS-048

0.25

1032FW

1032KNUT

1032X100

IBM-200-D

2. Click Save for each part.

Verify Material, Labor, Burden, and Subcontract Costs


1. In the tree view, right-click part A-L111-XXX (where XXX are your initials) and select View Costs.
2. Review the costs.
3. Close the window.
4. Remain in the Engineering Workbench for the next workshop.

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Workshop - Create a Method for the Finished Part (A-000-XXX)


You have entered the new master part record for the storage shelf unit part and created the method of
manufacture (MOM) for its material (subassembly). The next step is to create the MOM for the storage shelf unit
product, the bill of operation (BOO) and the bill of material (BOM).

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.

Verify Labor and Burden Costs


1. In the tree view, right-click part A-000-XXX (where XXX are your initials) and select View Costs.
2. Review the labor and burden costs.
3. Close the window.

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.

Update the Quantity per Parent


1. In the tree view, select each of the materials and update the Qty/Parent field as follows:
Material

Qty/Parent

38FW

38LN

38X075B

A-L111-XXX (where XXX are your initials)

2. Click Save.

Verify Material, Labor, Burden, and Subcontract Costs


1. In the tree view, right-click part A-000-XXX (where XXX are your initials) and select View Costs.
2. Review the costs.
3. Close the window and remain in the Engineering Workbench for the next workshop.

Workshop - Create a Method for the Sales Kit (SHLF-S60-XXX)


In the Workshop - Create a Sales Kit Part you entered a new master part record for a component configurable
shelf unit part. Therefore, you can now define a method of manufacture (MOM) for this product. In this workshop,
define the MOM for the sales kit part (configurable shelf unit).
1. Navigate to the Revision > List sheet.
2. In the Revision Checked Out to ECO Group grid, select SHLF-S60-XXX (where XXX are your initials).
3. Navigate to the Method of Manufacturing > Engineering > Parts sheet.
4. In the Part field, type the letters sh.
5. In the Parts grid, click and hold part SH-SHELF-18G-36 and drag-and-drop the record on the Materials
node in the tree view.
6. In the Parts grid, select SH-BKPNL-36 and press and hold the Ctrl key while highlighting the following
parts:
SH-BSST-36
SH-HRDWPACK-18
SH-LABEL-36
SH-SIDEBR-18
SH-SIDEPNL-18

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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

9. Click Save and remain in the Engineering Workbench.

Workshop - Use the Job Tracker


You would like to review details for job 2022. In this workshop, use the Job Tracker to review job details for job
2022.
Navigate to the Job Tracker.
Menu Path: Production Management > Job Management > General Operations > Job Tracker

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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Workshop - Method Tracker


You would like to review the method of manufacture (MOM) for parts DCD-200-ML and SHLF-C100 without
checking the parts out. In this workshop, use the Method Tracker to review the MOM for parts DCD-200-ML
and SHLF-C100.

Select a Manufactured Part


1. In the Part field, verify part DCD-200-ML displays.
2. Navigate to the Revisions > List sheet.
3. In the Rev A field, right-click and select Open With > Method Tracker.
The Method Tracker displays.

Evaluate the Manufactured Part


1. In the tree view, expand the Operations node.
2. Select any operation and review its details.
The Operations > Detail sheet displays.
3. Exit the Method Tracker.

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Select a Sales Kit Part


1. In the Part Tracker, navigate to the On Hand sheet.
2. In the Part field, search for and select SHLF-C100.
3. Navigate to the Revisions > List sheet.
4. In the Rev A field, right-click and select Open With > Method Tracker.
The Method Tracker displays.

Evaluate the Sales Kit Part


1. In the tree view, expand the Materials node.
2. Select any material and review its details.
The Materials > Detail sheet displays.
3. Exit the Method Tracker.
4. Exit the Part Tracker.

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.

Workshop - Check In the Parts


Up to this point in the Engineering Process you have entered master part records for the shelf unit parts, materials
(subassemblies), defined methods of manufacture for both the parent parts and the subassembly. Once you
define all the methods, you must approve and check in the parts.

Approve and Check In an Individual Part


1. Navigate to the Revision > List sheet and verify part SHLF-S60-XXX (where XXX are your initials) is selected.
2. Navigate to the Revision > Detail sheet.
3. Select the Not Approved check box.
The indicator changes to Approved.
4. From the Actions menu, select Revision > Check In.
5. In the Description of Change window, click OK.
6. To the Check In Complete message, click OK.

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Approve and Check In a Group of Parts


This process can take place from any sheet in the Engineering Workbench.
1. From the Actions menu, select Group > Approve All.
2. To the Are you sure? message, click Yes.
3. To the Approve All message, click OK.
4. From the Actions menu, select Group > Check In All.
5. To the Are you sure? message, click Yes.
6. In the Description of Change window, click OK.
7. To the Check in All message, click OK.
8. Exit the Engineering Workbench.

Workshop - Use the Part Tracker


You would like to review details for parts 1032KNUT and DCD-200-ML. In this workshop, use the Part Tracker
to review details for parts 1032KNUT and DCD-200-ML.
Navigate to the 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
1. In the Part field, search for and select part 1032KNUT.
2. Navigate to different sheets in the program and review the details.
3. In the Part field, search for and select part DCD-200-ML.
4. Navigate to different sheets in the program and review the details.
5. Remain in the Part Tracker for the next workshop.

Reports and Trackers


Availability Report
Menu Path: Production Management > Engineering > Reports > Availability
This report shows whether material is in stock for a specific part or parts. The report can display:
Exceptions

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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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Specialized Engineering Processing


This section of the course discusses special engineering capabilities of the Epicor application. Once the engineering
process is complete, functionalities exist to maintain, analyze, and build efficiencies. These functionalities include
revising or creating alternate methods, determining an engineering workflow, and analyzing part cost changes
associated with engineering.

Express Part Checkout


Use Express Part Checkout to quickly check out a part revision. This program allows you to check out a part
revision, create a new ECO group based on your User ID, and launch the Engineering Workbench all at the same
time.
Menu Path
Navigate to this program from the Main Menu:
Production Management > Engineering > General Operations > Express Part Checkout

Express Part Checkout Fields


There are many fields in Express Part Checkout so for more information, refer to the Application Help.
Part/Revision
This specifies the number of the part you wish to check out. Once you enter the part number, select the appropriate
revision from the list for that field. If you do not know the part number and revision, click Part/Revision to access
the Part Revision Search and browse for the correct combination. If the part only has one revision, that revision
ID is the default for this field, and the field is disabled.
Alternate Method
This specifies that the alternate method is a sub-revision to the main revision. When a part revision is checked
out, all of its associated alternate methods are also checked out.
Part Description
This displays the description of the part you selected. This field is for display only.
Launch Engineering Workbench
To launch the Engineering Workbench after you check out the part revision, select this check box. If you do not
launch the workbench at this time, you can later launch it from the main menu, and your part revision will be
checked out to an ECO Group based on your User ID.

Workshop - Use Express Part Checkout


Instead of using Part Maintenance to access the Engineering Workbench you can use the Express Part Checkout
to check a part out into the ECO group. In this workshop, access the Express Part Checkout.
Navigate to Express Part Checkout.

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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.

Create a Revised Method


Methods can be updated to reflect changes to any material or operation. These changes are saved as a revision,
allowing the use of slightly different methods in the manufacture of the same part.

Workshop - Create a Revised Method


The Engineering Department determined that the material AS-048 used in the manufacture of part A-L111-XXX
(where XXX are your initials) must be replaced because of warping. A revision method is created using part
AS-063 as the replacement part.

Create and Check Out a Revision


1. Verify the ECO Group sheet displays.
2. In the Group ID field, search for and select the ECO Group created in the Workshop - Create an ECO
Group.
3. From the Actions menu, select Revision > New Revision.
4. In the Part field, enter A-L111-XXX (where XXX are your initials) and press Tab.
5. In the Rev field, enter B.
6. In the Description field, enter New Revision.
7. Click OK.
Part A-L111-XXX Revision B (where XXX are your initials) has been created and checked out.

Get Manufacturing Details


1. From the Actions menu, select Revision > Get Details > Get From Methods/Jobs/Quotes.
The Get Details window displays.
2. In the Revisions grid, select A.
3. Click OK.

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Modify the Material


1. In the tree view, right-click part A-L111-XXX (where XXX are your initials) and select Tree > Expand Tree.
2. In the tree view, select part Mtl: 10 AS-048.
3. In the Part field, enter AS-063 and press Tab.
4. Click Save.

Approve and Check In a Part


1. Navigate to the Revision > Detail sheet.
2. Select the Not Approved check box.
The indicator changes to Approved.
3. From the Actions menu, select Revision > Check In.
4. In the Description of Change window, click OK.
5. To the Check in Complete message, click OK.
6. Remain in the Engineering Workbench for the next workshop.

Create an Alternate Method


Alternate methods can be used to predefine multiple bill of material (BOM) structures for the same part with
different material or component substitutions. In a multi-plant environment, methods at the plant level help in
making a choice about where to build a part using plant-specific materials and methods.

Workshop - Create an Alternate Method


The manufacturer powder coats part number ML-1698-A36CS. The internal resource that performs this operation
is overloaded for the next six weeks, causing delivery delays for sales orders. To meet delivery dates, an alternate
method using an outside vendor for this operation is created. In this workshop, enter a new alternate method.

Create an Alternate Method


1. Navigate to the ECO Group sheet.
2. In the Group ID field, verify the ECO Group created in the Workshop - Create an ECO Group displays.
3. From the Actions menu, select Revision > New Alternate Method.
The Create New Alternate Method window displays.
4. Enter the following information:

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Field

Data

Part

ML-1698-A36CS

Rev

Alt Method

Alt Method Description

Vendor Paint

Revision Comments

Painting sent to outside vendor

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.

Approve and Check In a Part


The existing method and alternate methods must be approved and checked in.
1. From the Actions menu, select Group > Approve All.

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2. To the Are you sure? message, click Yes.


3. To the Approve All message, click OK.
4. From the Actions menu, select Group > Check In All.
5. To the Are you sure? message, click Yes.
6. In the Description of Change window, click OK.
7. To the Check in All message, click OK.
8. Exit the Engineering Workbench and Express Part Checkout.

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

Revision Compare Fields


There are many fields in Revision Compare so for more information refer to the Application Help.
Quote/Line
Enter the number of the quotation for which you want to compare a part revision, and then select the appropriate
line from the quotation. If you do not know the quotation number, click the Quote/Line button to access the
Quote Line Search window and browse for the correct quote and line.
Assembly
Enter the sequence number of the job's assembly for which you want to compare a part revision. If you do not
know the sequence number, click the Assembly button to access the Assembly Search window and browse for
the correct assembly sequence.
Description
Enter the sequence number of the job's assembly for which you want to compare a part revision. If you do not
know the sequence number, click the Assembly button to access the Assembly Search window and browse for
the correct assembly sequence.

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Workshop - Compare Revisions


Part revision provides traceability to the manufacturing record for a produced part. This way the shop floor
manager knows how a part has been produced. One part can have one of a few part revisions. This workshop
compares Revision A and Revision B for part A-L111-XXX.
Navigate to Revision Compare Process .
Menu Path: Production Management > Engineering > General Operations > Revision Compare
1. In the From Parameters section, navigate to the Part sheet.
2. In the Part/Rev field, enter A-L111-XXX (where XXX are your initials) and press Tab.
3. Select Revision A.
4. In the To Parameters section, navigate to the Part sheet.
5. In the Part/Rev field, enter A-L111-XXX (where XXX are your initials) and press Tab.
6. Select Revision B.
7. Click the Compare button.
8. Navigate to the Material or Routing sheets to display changes between the revisions.
9. Exit Revision Compare Process.

Apply a Phantom Part Method


A phantom part represents a part that is manufactured but not stocked. When a phantom part is added to the
method of manufacture (MOM), its operations and materials (its method) move up one level in the end item's
method. The phantom part's method no longer displays and its materials and operations are listed on the next
highest level.
A part cannot be classified as a phantom part if it is:
Purchased
Stocked
Lot Tracked
Serial Number Tracked

Workshop - Apply a Phantom Part/Method


Before the production manager enters the job he decides to review the method of manufacture (MOM) for part
EAD-400-BLK to see whether it contains phantom parts. In this workshop, review the MOM for part EAD-400-BLK.
The EAD-400-BLK part should contain two phantom parts in its MOM.
Navigate to the Part Tracker.
Menu Path: Sales Management > Customer Relationship Management > General Operations > Part Tracker

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Tip The CRM menu path is: Customer Relationship Management > Sales and Marketing Management >
General Operations > Part Tracker

View an Existing Phantom Part


1. In the Part field, search for and select EAD-400-BLK.
2. Navigate to the Revisions > List sheet.
3. Right-click on the Rev field and select Open With > Method Tracker.
The Method Tracker displays.
4. In the tree view, expand the Materials node and its sublevels to review the phantoms.
The method for EAD-400-BLK contains two phantom parts, EAD-Phantom and HDK100.
5. Exit the Method Tracker and the 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).

Workshop - Create a Workflow Task Set


A workflow task consists of a number of task steps, each of them marking a state in task execution. A task can
be only on one step at a time during execution. In this workshop, create a workflow task set and attach milestones
to it.
Navigate to Task Set Maintenance.
Menu Path: Production Management > Engineering > Setup > Task Set

Create a New Task Set


1. From the New menu, select New Task Set.
2. Enter the following information:
Field

Data

Set ID

DSS-XXX (where XXX are your initials)

Description

DSS-Quick Approval-XXX (where XXX are your initials)

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

Check Out Allowed

Select

Check In Allowed

Clear

Workflow Complete Allowed

Clear

3. Click Save.
4. From the New menu, select New Milestone.
5. Enter the following information:
Field

Data

Seq

90

Task

Approve ECO Design

Current Stage

Certification / Approval

Days to Complete

First Milestone

Clear

Check Out Allowed

Clear

Check In Allowed

Clear

Workflow Complete Allowed

Clear

6. Click Save.
7. From the New menu, select New Milestone.
8. Enter the following information:

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Field

Data

Seq

120

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Field

Data

Task

ECO Complete

Current Stage

Complete

Days to Complete

First Milestone

Clear

Check Out Allowed

Clear

Check In Allowed

Select

Workflow Complete Allowed

Clear

9. Click Save.

Create Next Milestones


Once milestones are created, they are joined in a hierarchical sequence by creating Next Milestones. In this
workshop, Sequence 10 must be complete before Sequence 90, and Sequence 90 must be complete before
Sequence 120.
1. In the tree view, select Needs Analysis.
2. From the New menu, select New Next Milestone.
3. In the Next Milestone field, select Approve ECO Design.
4. In the tree view, select Approve ECO Design.
5. From the New menu, select New Next Milestone.
6. In the Next Milestone field, select ECO Complete.
7. Click Save.
8. Exit Task Set Maintenance.

Workshop - Create a Workflow Group and Group Members


In the previous workshop you created a workflow task set. The next step is to enter workflow groups and group
members.
Navigate to Workflow Group Maintenance.
Menu Path: Production Management > Engineering > Setup > Workflow Group
1. In the Workflow Type field, verify ECO defaults.
2. From the New menu, select New Workflow Group.
3. Enter the following information:

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Field

Data

Workflow Group

DSS-XXX (where XXX are your initials)

Description

DSS Engineering Group-XXX (where XXX are your initials)

Default Task Set

DSS - Quick Approval-XXX (where XXX are your initials)

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.

Workshop - Create a Workflow


Once you create the workflow task set and workflow groups you can enter the workflow to track progress of
the ECO.
Navigate to the Engineering Workbench.
Menu Path: Production Management > Engineering > General Operations > Engineering Workbench

Create an ECO Group


1. Click New.
2. Enter the following information:

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Field

Data

Group ID

SAT-XXX (where XXX are your initials)

Description

Satellite Group-XXX (where XXX are your initials)

Workflow Group

DSS Engineering Group-XXX (where XXX are your initials)

Task Set

DSS - Quick Approval-XXX (where XXX are your initials)

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Create a Part Revision


1. From the Actions menu, select Revision > New Revision.
2. In the Part field, search for and select DSS-1010.
3. Enter the following information:
Field

Data

Rev

XXX (where XXX are your initials)

Description

Improved Design-XXX (where XXX are your initials)

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.

Complete Workflow Tasks


In the Engineering Workflow process, tasks are assigned to individuals. Once a task is marked as complete, the
next task becomes available for completion. In this workshop, you are logged in as the System Manager and will
complete the milestones on behalf of Aaron Christiansen.
1. On the Main Menu, select Options > Change User ID.
2. Log on as Rick Bronson.
Field

Data

User name

rick

Password

rick

3. In the Main Menu, select or verify Main Plant is selected.


4. Navigate to the Engineering Workbench.
Menu Path: Production Management > Engineering > General Operations > Engineering Workbench
5. In the Group ID field, search for and select SAT-XXX (where XXX are your initials).
6. Navigate to the Tasks > Tree sheet.
7. Select Needs Analysis.

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8. Navigate to the Tasks > Maintenance sheet.


9. Select the Complete check box.
10. Click the Update button.
11. Navigate to the Tasks > Tree sheet.
On the Needs Analysis task, a green check mark displays.
12. Click Save and exit the Engineering Workbench.
13. On the Main Menu, select Options > Change User ID.
14. Log on as Aaron Christiansen.
Field

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.

Approve and Check In a Revised Part


1. On the Main Menu, select Options > Change User ID.
2. Log on as Manager.
Field

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.

Cost Rollup and Cost Methods


Cost Rollup
The Costing Workbench rolls up material, labor, burden, and other costs from the part's method of manufacture
to create a cost for a part. The Epicor application requires the creation of a group to hold the parts, operations,
and resources. This allows for the rollup and posting of the group when updating part costs.
Cost Methods
Use cost methods for inventory valuation and to determine what the item unit cost is when required in a
transaction. The default cost method set in Company Maintenance displays when a new part is created, but the
value can be overridden at the Part and Part/Plant levels.
A part's cost method can be changed only when the on-hand quantity balance falls to zero. The cost method
cannot be changed on a part if the on-hand quantity has a positive or negative value. Use the Cost Adjustment
option to change the actual item cost.

Workshop - Perform Cost Rollup


Navigate to the Costing Workbench.
Menu Path: Production Management > Engineering > General Operations > Costing Workbench

Create a Costing Group


1. Click New.
2. Enter the following information:
Field

Data

Group

XXX (your initials)

Description

XXX Cost Rollup (where XXX are your initials)

Proposed Posting Date

Today's Date

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Field

Data

Copy from Plant Cost ID

Update Default

3. Click Save.

Load Cost Details


1. From the Actions menu, select Load Cost Details.
The Load Cost Details window displays.
2. On the Selection sheet, accept the defaults.
3. Navigate to the Filter > Part sheet.
4. Click the Parts button and search for and select A-000-XXX (where XXX are your initials).
5. Click Process.
6. Exit the Load Cost Details window.
This process retrieves all details associated with this top level part, including all related purchased and
manufactured parts and all labor and burden rates.

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).

Perform Cost Rollup


1. From the Actions menu, select Rollup.
The Cost Rollup window displays.
2. Accept all defaults and click Process.
A Filter is not required because all subassembly parts and other details were selected via the Load Cost
Detail process.
3. Exit the Cost Rollup window.

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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The rollup costs display.

Preview the Cost Set Group


1. From the Actions menu, select Print Cost Set Group.
The Costing Workbench Report window displays.
2. Click Print Preview to preview the cost group values.
3. Close the Costing Workbench Report window.

Post the Group


1. From the Actions menu, select Post.
The Cost Post Set window displays.
2. In the Reason field, select Cost/Manufacturing Variance.
3. Accept all other defaults and click Process.
4. Close the Cost Post Set window.

Delete the Group


1. In the tree view, select the XXX (where XXX are your initials).
2. Click Delete.
3. To the Delete this record? message, click Yes.
4. Exit the Costing Workbench.

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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Mass Replace and Delete


The following Mass Replace and Delete programs provide a convenient way to replace or delete all occurrences
of an operation code, part or ID.

Mass Operation Replace


Use Mass Operation Replace to replace all occurrences of one operation code with another in all part routings.
Using this program will create a revision change log entry for all parts affected.
Important The operation code will be replaced in all methods of manufacture where it occurs; however,
the operation description in the method will not change to match the new operation. This is because the
operation description field in the method can be modified by you, and if you have previously modified this
description, you most likely do not want it to be changed by this program.
Menu Path
Navigate to this program from the Main Menu:
Production Management > Engineering > General Operations > Mass Operation Replace

Mass Part Replace/Delete


Use Mass Part Replace/Delete to replace or delete specific component part numbers in all bills of material.
Using this program will create a revision change log entry for all parts affected.
Menu Path
Navigate to this program from the Main Menu:
Production Management > Engineering > General Operations > Mass Part Replace/Delete

Mass Resource Group Replace


Use Mass Resource Group Replace to replace the ID of the Resource Group with the ID of another Resource
Group in all part routings. Using this program creates a revision change log entry for all parts affected.
Menu Path
Navigate to this program from the Main Menu:
Production Management > Engineering > General Operations > Mass Resource Group Replace

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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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Additional information is available at the Education and


Documentation areas of the EPICweb Customer Portal. To access
this site, you need a Site ID and an EPICweb account. To create an
account, go to http://support.epicor.com.