E1026 EN Epicor JobManagement-1

Job Management Module
Epicor 10.2.700
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3 Agenda
• Review the objectives

• Overview of Job Management
• Master Files
• Job management Daily Activities
• Specialized Activities
• Review of the To Do List.
• Review of the exercises.

4 Objectives
• Learn how to setup the job Management Master Files.

• Learn different methods to create Jobs.
• Learn how to track Jobs.
• Integrate methods of manufacturing into jobs and planning.

5 Learning track
• Master Files
• Job Entry
• Job Scheduling
• Job execution (MES)
• Job Management related functionalities
• Complete/Close a Job
• Reports, Trackers and Dashboards

6 Life Cycle of a Job
Job “Engineered” Job “Scheduled” Job “Released”
Job Engineered Job Scheduled Job Released
• Confirms manufacturing details are • Calculates job and operations stard date
• Allow employees to log time on jobs
compliant and end date • Allow employees to issue material to
• Make job scheduling available • Calculates workload jobs
ImputMaterial• Material
Issues issues • Calculates materials due dates and
Costs • Completed
• Manual issues
• Labor entry quantities
$$$ quantities
• Mass Material issues
Labor Entry
• Material Backflush
• Real time entries (MES)
• Time Entry
Capture
Job Adjustment Job “Candidate” COS/WIP
Job Adjustment Capture COS/WIP
Job “Candidate”
• Allows to adjust labor cost, material costs Job “Complete”
and completed • Transactions are calculated (captured) and
• Quantity
Job Complete on the job is equal or over
subcontract costs optionally posted to the GL when this
•production quantity
Removes outstanding load for operations that process
are is run
Job “Closed”
not complete and material allocations for
Job closing
materials that are not issued complete
• A closed job is completely finished and costed
7
Module setup
Master files

8 Company Configuration
• Labor options
• Time format
• Default standard format
• Indicates the format of how labor
time is entered.
• Job Number generation
• Quick job ID
• Kanban prefix
• Change engineered jobs
• Issued manufactured materials
• Material quantity / Parent
default

9
Company Configuration
Demonstration

10 Site Configuration
• Job Prefix
• Change Part Action
• Suppress Sales Order
• Make Direct Job Warning

11
Site Configuration
Demonstration

12 Site Maintenance
• Time Zone

13
Site Maintenance
Demonstration

14 Master Files
• Resource Groups and Resources

• Departments
• Production Calendars
• Operations
• Shifts
• Employees
• Parts

15 Resource Groups
• Unique Resource group ID

• Description
• Production Department
• Resource Type
• Calendar
• Locations (AMM)
• Costs
• Scheduling Parameters

16 Resources
• Unique Resource ID
• Description
• Resource Type
• Calendar
• Finite Flag
• Finite Horizon
• Locations (AMM)
• Costs
• Scheduling Parameters

17 Resource Group - Department
Production Department
• Unique Department ID
• Description
• GL Controls
• This aspect will be covered in
depth with the finance consultant.

18 Production Calendars
• Unique Calendar ID
• Description
• Available Hours
• Working Days ( and
Holidays)
• Where Used
• Sites
• Resources / Resource
Groups
• Suppliers
• Week Numbers

19
Production Calendar
Demonstration

20 Resource Groups – Calendar Exceptions
• Add or subtract hours from current

calendar for this Resource Group
without affecting other Resources
Groups, Resources, Sites or
Suppliers using this Calendar.
• This option is also available for
Resources.
Note: This feature will be covered in the

scheduling training

21
Calendar Exception
Demonstration

22 Employee Maintenance
• Employee ID
• Employee name
• Employee access

23 Employee Maintenance
• Employee default Shift

• Employee expense Code
• Employee default Department
• Employee Rate
• Production worker options
• Report quantity options

24
Employee Maintenance
Demonstration

Workshop #1
25
Create a new Employee
In this workshop, you will create a new employee.
1. Find Employee Entry.
2. Add a new employee.
1. Enter an employee ID (enter your initials)
2. Leave the person/contact fields empty
3. Enter your name in the employee name fields
4. Checkoff the « Production Worker » check box.
3. Move to the production tab
1. In the Shift field, slect the « Early morning shift »
2. In the Expense field, select indirect labor
3. In the department field, select « Sheet metal Department »
4. In the Labor Rate field, enter 25$
4. Save the record

26 Shifts Maintenance
• Shift start and shift end

• Shift lunch period
• Shift breaks
Note: Shifts will be covered in

MES training

27
Job
Management
Daily activities

28 Job Creation Methods
1. Job Entry (manual creation)

2. Oder Job Wizard (from Quote entry, SO entry and Planning Workbench)
3. Planning Workbench
4. Quick Job Entry
5. Kanban Receipts
6. MRP Process
7. Capable to Promise (option)

29 Job Entry
• Job Number
• Part Number / Revision
• Production Quantity
• Dates
• Job Status
• Demand Summary
• Method of Manufacturing

30 Job Types
• Production
• Project
• Maintenance
• Service
Notes:
Product group defaults from Part Maintenance
Planner defaults from Product Group
Maintenance

31 Demand Types
• Make to Stock
• Make to Order
• Make to Job
Note:
Production Quantity = Total Demand

32 Job Status
• Open / Complete / Closed (and

Candidate)
• Template
• Firm / Unfirm
• Engineered
• Released

33 Method of Manufacturing
• Tree view

34 Job Entry – Main Assembly
• Main Assembly Part Number and

Part Revision

35
Job Entry – Job Tab

Demonstration

Workshop #2
36
Create a new job Header
In this workshop, you will create a new make-to-stock job for part 4600-1.
1. Find Job Entry.
2. Use new job from the menu to create a new job.
3. Click Next Job and ok to generate a new job number. Write down the job number.
4. Enter part 4600-1 in the Part field.
5. Enter a required by date (two weeks from now)
6. Enter a new demand for stock using new demand link and make to stock
1. Enter 10 in the quantity field at the bottom of the screen.
7. Save the record.
8. Keep job entry open for the next workshop.

37 Job Entry - Operations
• In-house operations

38 Job Entry – Subcontract Operations
• Subcontract Operations
• Vendor
• Days out
• Unit Cost

39 Job Entry - Materials
• Materials
• Quantity
• Scrap factor
• Costs
• Purcahsing Options

40 Job Entry – Sub-Assemblies
• Sub-Assemblies
• Parent Assembly
• Quantity

41 Job Entry – Get Details
• Get Details
• From Part Revision Method
• From another Job
• From a Quote
• From a linked Quote

42
Job Entry – Method of

Manufacturing Demonstration

Workshop #3
43
Enter Manufacturing Details
In this workshop, you will enter the job Manufacturing Details for the job you are creating.
1. Get the details from Method in the job tree view and save the record.
2. Engineer and release the job and save the record.
3. Review the different components of the job (header, operations, materials, etc.).
4. Keep job entry open for the next workshop.

44 Job Entry – Schedule a Job
• Schedule a Job
• Foward / Backward
• Finite / Infinite
• Material Constraints
• What-if
• Locks option
• Multi-Job option

45
Job Scheduling (manual)

Demonstration

Workshop #4
46
Schedule a Job
In this workshop, you will schedule the job you created in the previous workshops.
1. Click on Action – Schedule and job Scheduling on the menu bar.
2. Review the fields.
3. Accept the default values and click ok.
4. Save the record.
5. Review the job dates.
6. Keep job entry open.

47 Job Entry – Job Scheduling Board
• Schedule a Job
• Job estimated Cycle Time
• Operations
• Critical Path Assemblies
• Move times / Queue Times
• Operation progress

48
Job Scheduling Board

Demonstration

Workshop #5
49
Job Scheduling Board
In this workshop, you will review the schedule of the job you scheduled in the previous workshop.
1. Click on Action – Schedule and Job Scheduling Board on the menu bar.
2. Expend the assembly to review the operations.
3. Close the job Scheduling Board.

50 Job Traveler
• Job Traveler options

• Mass print option
• Shipping schedule (MTO)
• Bar codes
• Sub-assemblies
• Dates

51 Job Traveler

52
Job Traveler
Demonstration

Workshop #6
53
Print the Job Traveler
In this workshop, you will print he job traveler of the job you have created.
1. Click on Action – Print – Job Traveler.
2. Select the options you want.
3. Submit for previewing.
4. Review the job traveler.
5. Change the report options and submit for previewing again if you want.

54 Order Job Wizard
• Otder job Wizard is available

from Order Entry, Quote Entry
and the Planning Workbench.
• Order job Wizard is used to
create Make-to-order jobs.

55
Order job Wizard

Demonstration

Workshop #7
56
Create a job using Order Job Wizard
In this workshop, you will use Order job Wizard in Sales Order Entry to create a make-to-order job.
1. Create a new sales order (you can start from the quote if you prefer).
2. Add a line for a non-stock manufactured part. Make sure the line has a ship by date and a
quantity.
3. Validate the part you have selected is really a non-stock part by looking the make direct status
in the sales order line release.
4. Save.
5. Click Action – Order job Wizard.
6. Select the line, get the details, schedule the job and release the job.
7. Click create jobs.

57 Planning Workbench
• Planning Workbench is used to

create Make-to-Order Jobs
• Planning Workbench is also
used to react to change
suggestions
• Date changes
• Revision changes
• Quantity changes
• Missing manufacturing details
• Rejects from MRP Process
Note: Order job Wizard is available

from Planning Workbench
58
Planning Workbench
Demonstration

Workshop #8
59
Create a job using the Planning Workbench
In this workshop, you will create a job using the Planning Workbench.
1. Create a new sales order (you can start from the quote if you prefer).
2. Add a line for a non-stock manufactured part. Make sure the line has a ship by date and a quantity.
3. Validate the part you have selected is really a non-stock part by looking the make direct status in the sales
order line release.
4. Save and leave sales order entry.
5. Open the Planning Workbench.
6. Search for new records.
7. Locate you sales order requirement and select the record.
8. Highlight the record and click create job.
1. Click the Order Release Button.
2. Click get details, schedule and release.
9. Click create job. Job entry will open on this job.

60 Quick Job Entry
• Quick job Entry is available

for stock parts only.

61
Quick Job Entry

Demonstration

Workshop #9
62
Create a job using Quick Job Entry
In this workshop, you will create a job using Quick job Entry.
1. Open Quick job Entry.
2. Click on next job.
3. Search and select part 8400S-KB.
4. Enter a quantity of 10.
5. Select a date two weeks from now.
6. Click Engineered, Releases and Scheduled.
7. Save the record.
8. Write down the job number.
9. Open job Entry for this job and review the information.

63 Kanban Receipt
• Select Part and enter quantity

produced.
• Kanban Job is created
automatically.
• All required materials are issued
automatically based on
estimated quantities.
• Labor is entered automatically
based on estimated times.
• Manufacturing receipt is done
automatically.
• The Kanban Job is closed
automatically.

64
Kanban Receipt
Demonstration

Workshop #10
65
Kanban Receipt Process
In this workshop, you receive a part in inventory using Kanban Receipt.
1. Find Kanban Receipt in Job Management.
2. Open Kanban Receipt.
3. Enter your employee number.
4. In the part field, enter 8400S-KB.
5. In the quantity field, enter 10.
6. Accept the other fields default values.
7. Click the Submit button.
8. Open job tracker and search for the last job created for part 8400S-KB.
9. Review the job and the transactions.

66
Manufacturing Execution

67 Material Issue Methods
• Issue material.
• Mass issue to manufacturing.
• Material backflush.
• Material reservation/allocation process.

68 Issue Material
• Issue Material
• Return Material

69
Issue Material
Demonstration

Workshop #11
70
Schedule a Job
In this workshop, you will issue materials to a job using Issue Material.
1. Find Issue Material in the Inventory management module.
2. Open Issue Material.
3. Enter the job you have created for the part 4600-1.
4. Select material sequence 10.
5. Enter the required quantity in the quantity field and click ok.
6. Review your transaction in Job Tracker.
Note: If you are using MES…

1. Log with your employee ID (you will need to have access to the material tab)
2. Click ok wheh MES asks you to confirm your working shift.
3. Use Issue Material in the Material Tab.
71 Mass Issue to Manufacturing
• Mass issue to manufacturing is

used to issue quickly all stock
materials included in one job
simultaniously.

72
Mass Issue to Manufacturing

Demonstration

Workshop #12
73 Issue Material using Mass Issue Material to
Manufacturing
In this workshop, you will issue materials to a job using Mass Issue to Manufacturing.
1. Create a job for 10 Part 00M3A using quick job entry. Write down the job number.
2. Find Mass Issue to Manufacturing in the Inventory management module.
3. Open Mass Issue to Manufacturing.
4. Enter the job you just created.
5. Click the button issue.
6. The issue tab opens. Click Issue All.
7. Click ok.
8. A warning message will open to warn you there is not enougn material. Click Issue All.
9. Exit the Mass Issue window.
10. Review your transaction in Job Tracker.

74 Material Backflush
• Backflush has to be activated

for the material in Part master
file.
• The backflush material has to
be related to an operation in
the manufacturing details.
• Quantity has to be reported on
the operation in MES.

75
Material Backflush
Demonstration

76 Consommation de matière – Fulfillment Workbench
Fulfillment Workbench
• Use the FFWB to reserve or
allocate materials and release
the for picking.
• Use the material queue to
complete the material issue.
Note:
This feature will be covered in the
AMM training.

77
Material Reservation/Allocation
with the Fulfillment Workbench
Demonstration

78 Labor Entry Methods
Many different methoids are available to enter labor.

• MES (Manufacturing Execution System)
• Collect time and quantities in real time (setup, production, rework, indirect)
• Enter quantity only.
• Time and expense entry.
• Manual entries of time and quantities.
• Correct bad real time entries.
• Backflush Labor.

79 Labor Entry with MES
• MES (Manufacturing Execution

System)
• Start Setup.
• Start Production.
• Start Rework.
• Report Quantity.
• Start indirect Activity.
• MES Work Queue.
• End Activity.
• Kanban Receipts.

80
Labor Entry
Demonstration

Workshop #13b
81
Enter Labor to a job using MES
In this workshop, you will enter labor activities for the job created in the previous workshop (workshop # 12).
1. Create a new job for 10 Part 00M3A using quick job entry. Release it and schedule it. Write down the job
number.
2. Log in MES with yous employee ID.
3. Start a production activity.
1. Enter the job number you just created.
2. Enter 0 as the assembly sequence.
3. Enter 10 for the operation sequence.
4. Click ok
4. Wait for at least one minute.

5. Select your job in the grid in the middle of the screen.
1. Click End Activity.
2. Confirm 10 units completed
3. Click ok
6. Verify your transactions in Job Tracker.

82 Labor Entry – Time and Expense Entry
• Manual entries.
• Fix time entries.

83
Time and Expense Entry

Demonstration

Workshop #13a
84
Enter Labor to a job using Time and Expense Entry
In this workshop, you will enter labor activities for the job created in the previous workshop (workshop # 12).
1. Find Time and Expense Entry in Job Management.
2. Open Time and expense entry.
3. Enter your employee number in the employee field.
4. Click on the tabs Time – Daily Time – Summary – Detail.
5. Click new time and save the record.
6. Click on the tabs Time – Daily Time – Detail – Detail.
7. Click new time detail.
8. Fill the the job number field with the job number from the previous workshop, the assembly field with 0 and
the operation sequence field with sequence 10.
9. Enter 10 in the labor quantity field.
10. Leave the clock in time at 6:00 am and enter the clock out time with 10:00am.
11. Submit the record.
85 Manufacturing Receipt Process
Many options are available when manufacturing is completed.

• Job Receipt to Inventory for Make to Stock demand.
• Ship from Job for Make to Order demand. Job Receipt to Inventory is an option.
• Auto Receive in stock for Make to Stock demand.
• Job Receipt to Job for Make to Job demand.

86 Manufacturing Receipt to Inventory
• Job Receipt to
Inventory

87
Manufacturing Receipt
Demonstration

Workshop #14
88
Receive completed quantities to inventory
In this workshop, you will receive quantities from manufacturing to inventory using Job Receipt to
Inventory.
1. Find Job Receipt to Inventory in Inventory management.
2. Open Job receipt to Inventory.
3. Enter the job number from workshop #13.
4. Enter 10 in the quantity field.
5. Accept the other fields default values.
6. Click ok
7. Close the window.
8. Review the information in Job Tracker.

89 Subcontract Operation Cycle
The complete subcontract cycle will be

reviewed once we cover purchasing, receiving
and shipping.
• A subcontract operation is required.
• A purchase order will be entered for the
subcontract operation.
• A subcontract shipment can be done to
ship the WIP the the vendor..
• The subcontract operation has to be
received.
• Inspection can be required.
• AP invoicing will be linked to the PO line
and the operation receipt.

90 Simplified subcontract cycle
PO Purchase
Suggestion Order
Subcontract Subcontract
Shipment Packing Slip
vendor
Subcontract
operation
Receipt
AP Invoice
Entry

91 Subcontract Status Report

92
Subcontract Cycle
Demonstration

93 Split Job
Split Job Entry allows you to move pieces

and costs from a job in process to a new job.
It divides one job into two jobs relative to the
split quantity.

94
Split Job
Demonstration

95 Job Closing and Job Completion
Job Completion:
• Job completion happens after a job
became candidate meaning quantity
produced is equal or more than
required quantity.
• It removes any outstanding load for
operations that are not complete
and material allocations for
materials that are not issued
complete.
Note:
An automatic Job Completion Process
is available.
96 Job Closing and Job Completion
Job Closing:
• Completing a Job and Closing a Job
can be done simultaniously.
• You can no longer edit this job
through the Job Entry program, nor
can you post transactions against this
job.
Note:
An automatic Job Closing Process is
available.

97
Job Closing
Demonstration

Workshop #15
98
Job Closing
In this workshop, you will review job transactions and close the job.
1. Find Job closing in Job Management.
2. Open Job closing.
3. Search for candidate jobs. Your job should appear in the list.
4. Select your job.
5. Verify that stock quantity equals production quantity since it was a make-to-stock job.
6. Checkoff Exception in the review filters. Nothing should show in the bottom grids since all
transactions have been completes.
7. Checkoff the closed check box and save.
8. Review the job tracker for this job.
9. A closed sign should appear in the top right hand corner.

99
Other Functionnalities

100 Production Tools
• Production Planner Workbench

• Displays material availability by
Job.
• Job Manager
• Backflush Labor Process
• Job Adjustment
• Production Yield Calculation
Process
• Capture COS/WIP Activity
• Auto Job Completion Process
• Auto Job Closing Process

101
Other Functionnalities
Demonstration

102 Production Reports
• Job Traveler
• Job Pick List Report
• Cut List Report
• Priority Dispatch Report
• Subcontract Status Report

103 Job traveler Report

104 Job Picklist Report
The Pick List for Jobs is a shopping list of the

materials that need to be issued to the job.

105
Job Picklist
Demonstration

106 Cutlist Report
Use the Cut Lists Report to list the

materials that are related to operations
within a particular date range

107 Priority Dispatch

108
Priority Dispatch Report

Demonstration

109
Trackers and Dashboards

110 Trackers and Dashboards
• Job Tracker
• Job Status Dashboard
• Time Phase
• Transaction History Tracker
• Part Tracker
• Shop Tracker

111 Job Tracker
• Labor transactions
• Material transactions.
• Manufacturing receipts.
• Shipments.
• Estimated costs versus
actual costs.
• Serial number information.

112 Job Status Dashboard
• Labor transactions
• Material transactions.
• Manufacturing receipts.
• Shipments.
• Estimated costs versus
actual costs.

113 Shop tracker
• Use the Shop Tracker to review

current information about shop
activity. This includes
information on resources, labor
activity, and shop warnings.

114
Job Status Dashboard

Demonstration

Workshop #16
115
Review Job transactions
In this workshop, you will review job transactions using Job Tracker and Job Status Dashboard.
1. Find Job tracker and review all job transactions for the job from the previous workshop.
2. Find Job Status Dashboard and review all job transactions for the job from the previous
workshop.

116
Trackers and Dashboard

Demonstration

117 Production Analysis Reports
• Production Detail Report (R10)

• WIP Report
• Labor Edit Report
• Inventory/WIP Reconciliation Report
• Employee Efficiency Report
• Resource Efficiency Report

118 Production Detail Report
• The Production Detail report prints all

labor, material, shipping, and invoicing
activity to date for the specific jobs and
assemblies that you select.

119 Work In Process Report
• This report displays the current value

of all work in process (WIP), cost to
inventory, and cost of sales (COS)
items.

120 Labor Edit Report
Use the Labor Edit Report to produce a list

of the labor details reported through Time
and Expense Entry in the Job Management
module or through the Data Collection
module.

121 Inventory/WIP Reconciliation Report
• This report can also be used topreview

inventory and labor transactions

122 Employee Efficiency Report
The Employee Efficiency Report

summarizes labor details.

123 Resource Group Efficiency Report
Use the Resource Group Efficiency

Report to produce a report that
summarizes labor efficiency by
resource group for the specified time
period.

124
Production Analysis Reports

Demonstration

125
Communication Tools

126 Shop Warnings
Shop Warnings:
• Displayed in MES
• Printed on Labor Edit Report
• Displayed in Time and
Expense Entry
• Recorded in Shop Tracker

127
Shop Warnings
Demonstration

128 Global Alerts
Global Alerts:
• Creates Memos
• Sends alerts (emails)
• Used with Alert Groups
• Process activated with a BPM.

129
Global Alerts
Demonstration

130
References

131 Icons

132
To Do and Exercises

133 Exercises
In the company EPIC06 of the Epicor training database:

• Practice creating jobs using different methods.
• Release jobs.
• Print job documents.
• Issue materials.
• Enter labor.
• Receive jobs in inventory.
• Analyse transactions and costs using reports, trackers and dashboards.
*** Work on a real-life scenario. Create operations, resource groups, materials… Create
a product with sub assemblies. Generate a job. ***

134 To do
• Review your actual process and start thinking about the « to be » process.
• Think about your future methods to create jobs and to release them to production.
• Think about form adjustments (job traveler, attached documents, cutting list),
dashboard adjustments, reports adjustments, etc.
• Think about fields to add to job entry.
• Think about the way you will collect labor and materials.

135 References
• Epicor ERP Application User Guide 10.2.400, Chapter #12, Job Management.
• Epicor University, Epicor ERP Job Management Course 10.2.100

136
Thanks!

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Job Management Module

The presentations and training sessions carried

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• Review the objectives

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• Learn how to setup the job Management Master Files.

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• Resource Groups and Resources

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• Unique Resource group ID

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• Add or subtract hours from current

Note: This feature will be covered in the

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• Employee default Shift

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• Shift start and shift end

Note: Shifts will be covered in

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1. Job Entry (manual creation)

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• Open / Complete / Closed (and

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• Main Assembly Part Number and

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Job Entry – Job Tab

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Job Entry – Method of

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Job Scheduling (manual)

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