Epicor ERP

Job Splits Course

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Disclaimer
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Job Splits Course Contents

Contents
Job Splits Course.....................................................................................................................4
Before You Begin....................................................................................................................5
Audience.........................................................................................................................................................5
Prerequisites....................................................................................................................................................5
Environment Setup..........................................................................................................................................5
Job Splits Overview................................................................................................................7
Job Entry.................................................................................................................................8
Split Job...........................................................................................................................................................8
Job Split Options..............................................................................................................................................9
Quantity and Cost Impact of a Job Splitting...................................................................................................10
Workshop - Create a Sales Order and Job......................................................................................................11
Create a Duplicate Sales Order................................................................................................................11
Create a Job...........................................................................................................................................11
Workshop - Use Job Splits..............................................................................................................................12
Complete the Operations........................................................................................................................12
Use Job Tracker to Review Activity..........................................................................................................13
Split the Job............................................................................................................................................13
Review the Results..................................................................................................................................14
Conclusion.............................................................................................................................15

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Job Splits Course Job Splits Course

Job Splits Course

This course covers job splitting manufacturing scenarios.

Upon successful completion of this course, you will be able to:
• Describe job split functionality.
• Identify when a job split can be used.
• Describe the effects of job splits on job costs.
• List tips and suggestions for job split processing.

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Job Splits Course Before You Begin

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.

• Cost Accountant
• CFO/Controller
• COO/Operations Manager
• Shop Floor Employee
• Shop Floor Manager
• Scheduler
• Production Manager
• Engineer

Prerequisites

To complete the workshops in this course, the 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 available in two user
interface modes - Classic Menu and Modern Shell Menu. Workshops focus on each of these modes and
guide you through each navigational principle introduced.
• Knowledge Camp Course - This course provides a high level overview of the quote to cash flow through
the Epicor application. You begin with how to create a quote, process it as an order, and fill the order across
production planning and purchasing. The course also covers the manufacturing plan and shipment of parts
to a customer, as well as how to process invoices, enter cash receipts, and generate supplier payments.

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.

Epicor ERP | 10 5
Before You Begin Job Splits 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 Site.

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Job Splits Course Job Splits Overview

Job Splits Overview

This course introduces job splits, a feature that allows you to move quantities and costs from a job in process to
a new job.
For more information on job splits, refer to the Application Help.
Business Scenario
Epicor Education (manufacturing company) receives a sales order from Dalton Manufacturing (customer) for 100
units of the rail frame part. The sales order is entered and job created for the required amount. Two days later
Dalton Manufacturing calls again and asks whether they could have 25 units of the rail frame part shipped as
soon as possible due to an urgent building project. The remaining quantity of 75 units would be due as scheduled.
As a result of the request from Dalton, the production manager at Epicor Education decides to split the job to
complete the 25 pieces ahead of the regular job schedule.

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Job Entry Job Splits Course

Job Entry

Use Job Entry to create and edit jobs. Job heading information, material, operations, and assembly information
is linked to each job through this program. Once you are satisfied with a job’s manufacturing process, you can
schedule the job so it is placed in the manufacturing queue at once.
Use the tree view to review and edit the aspects of the current job. In the tree view, double-click the icons for
the nodes to display sheets with specific information about the job.
From the Actions menu, select Get Details to quickly add the bill of materials and bill of operations information
for a part. You can also enter methods of manufacture (MOM) directly to the job through the Engineering
sheets. You can then use these methods for other jobs.
Jobs can also be part of a project. A project is a collection of jobs created to complete a larger task. Use the fields
on the Project sheet to add the current job to a project.
Tip For more information on projects, refer to the Job Management > Job Entry > Project topic in the
Application Help.

Menu Path
Navigate to this program from the Main Menu:
• Production Management > Job Management > General Operations > Job Entry
• Service Management > Expense Management > General Operations > Job Entry
• Service Management > Field Service > General Operations > Service Job Entry
• Service Management > Project Management > General Operations > Job Entry
• Service Management > Time Management > General Operations > Job Entry

Split Job

In Job Entry use the Actions > Split Job command to divide one job into multiple jobs. The part quantities on
these split jobs are then manufactured separately.
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.
Once a job split occurs and the data is saved, there is no an undo process, which makes this routine a real time
transaction.
The split quantity can be manufactured for stock, a sales order, or job material. It also retrieves associated reference
designators from the specified source job.
The program sheet includes the following sections:
• Split Job - This section includes general split job parameters.
• Split Target - This section includes a split job purpose (target) and details.
Use Split Job Entry if a customer needs part of their sales order to be finished before the rest of the sales order.
You can also use this program to create a job for inventory; this allows you to separate overrun quantities you
may have on the original job.

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Job Splits Course Job Entry

Important Split Job Entry can only divide jobs that produce a single part. If a job produces two or more
parts, you cannot split this job.

Serial Number Validation

Split Job Entry runs a series of validations to match serial numbers to parts included in the split job process. These
validations determine whether you need to select serial numbers for the job part numbers or job material numbers
involved in the split.
When a serial match error occurs in the program, a dialog box prompts you to choose whether you would like
to match the serial numbers. Click Yes to automatically match the required serial numbers with the parts specifically
involved in the job split. Click No to abort the serial matching process.
The validations that depend on the level of serial matching are assigned to a site in Site Configuration Control.
Sites can be assigned to use full serial tracking or lower level serial tracking.
Full Serial Tracking Validations:
• If the site does not use full serial tracking or the job part number is not serial tracked, no serial numbers are
required for the job split.
• If serial numbers are not assigned or issued to the top assembly, subassemblies, or materials, you do not need
to select serial numbers for the split part quantities.
• If serial numbers are assigned to parts at each level in the method of manufacture, then serial numbers must
be assigned to match the part quantity involved in the job split.
Lower Level Serial Tracking Validations:
• If the site does not use lower level serial tracking, no serial numbers are required for the job split.
• If serial numbers are not assigned to materials or subassemblies, you do not need to select serial numbers for
the split parts.
• If serial tracked job materials or subassemblies are on the method, but no issues for these material requirements
have been placed against the current job, serial numbers are not required for these parts.
• If serial tracked job materials or subassemblies are on the method and issues have been placed against these
material requirements, then the job material parts involved in the split must be matched with serial numbers.

Job Split Options

There are routine cases where a job split process provides a viable solution. Other options within the Epicor
application that provide a similar result are discussed as alternatives to the splitting process.

Expediting Parts
Customers often ask to fully or partly expedite their ordered parts. A job split is effective if the job is currently in
production with some operations completed and others pending.
In this case, in the Split Target section, select Order Release. The Order and Line/Rel fields automatically
activate.
• By default, the Order and Line/Rel fields populate with the previously linked order, line, and release. Change
or modify these fields as needed. Splitting is useful if extra setup and tear down is required to expedite pieces
on the original job.
• As an alternative, expedite the original job without using the Split Job process. This can be a better choice
if the remaining parts are complete soon.

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Job Entry Job Splits Course

Quantity Overrun on a Job

If a job produces more than the linked order quantity and the customer does not accept the overrun quantity as
part of the shipment, use a job split process to handle the overrun quantity and bring the parts to inventory.
In this case, in the Split Target section, select Stock. The Whse field automatically activates. For a new job, the
created part quantity equals to the split quantity or the excess.
• This option is useful if the excess quantity adversely affects the original job costing.
• As an alternative to a job split, set up auto-receive to bring the excess quantity into inventory. The original
job carries the costs of the excess pieces.

Make Material or Subassemblies for Another Job

If a job produces a part for stock and the part is also needed as a material on another job, use the job split process
to cover the quantity required by the other job.
• This option is useful to expedite the quantity the other job requires.
• Alternately, receive the material (part) to inventory and issue it to the other job that has a demand for that
material (part).

Quantity and Cost Impact of a Job Splitting

When a job is split, there are job cost implications as the new job acquires some of the costs incurred on the
original job. These costs are based on the quantities completed and reported on the original job prior to the split
and the quantity split to the target job.
Example Assume a requested quantity of 100 pieces on the original job and a split quantity of 25 to the
new job. Operation 10 on the original job is the only operation with labor activity and the 100 pieces are
reported complete. Materials are fully issued to the original job prior to the split. After the split, the original
job has a completed quantity of 75 and the target job a completed quantity of 25.
In this case, same as the quantities, the costs are split in the proportion of 75% and 25% respectively.

Example Assume a requested quantity of 100 pieces on the original job and a split quantity of 25 to the
new job. The original job has four operations.

Operation Pieces Completed

10 103 (including 3 scrap pieces)
20 102 (including 2 scrap pieces)
30 100
40 50

After the split, the original job has a completed quantity of 77.25 and the target job has a quantity of
25.75.
In this case, both jobs split the excess overrun pieces produced by operation 10 and 20. The original job
keeps 75% of the quantities reported on operations 10, 20, and 30, while the split job acquires
approximately 25%.
This is not the case for operation 40, where only 50 pieces were reported. After the split each job gets 25,
which completes the operation on the new split job.
Costs, however, do not necessarily reflect the same 75% and 25% split, if the started operations are not
fully completed.

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Job Splits Course Job Entry

In this example, labor and burden costs split approximately in a 78% and 22% ratio due to operation 40
not being fully completed.

Workshop - Create a Sales Order and Job

Dalton Manufacturing has placed an order for 100 units of frame rails (part DCD-100-SP). As the same order for
the same quantities and the same product was already received in the past, you decided to duplicate this order
rather then create a new one. In this workshop, duplicate the 5049 sales order and create a new job for 100
units of part DCD-100-SP.

Create a Duplicate Sales Order

Navigate to Sales Order Entry.
Menu Path: Sales Management > Order Management > General Operations > Order Entry
Tip The CRM menu path is: Customer Relationship Management > Order Management > General
Operations > Order Entry

1. In the Sales Order field, enter 5049 and press Tab.

2. From the Actions menu, select Order > Copy Order.

3. In the Copy Order window, select the Copy Only Open Releases, Renumber Releases, Preserve All
Lines, and Ready To Process check boxes.

4. Click OK.

5. From the Sales Order field, record the new sales order number ____________.

6. In the Need By field, select the date two weeks from today.

7. In the Ship By field, select the date two days before the Need By date.

8. Click Save.

9. To the You have changed the following fields message, click Yes.

Create a Job

1. From the Actions menu, select Order Job Wizard.

The Order Job Wizard displays.

2. In the Order Job Wizard, Order Lines section, select the line for part DCD-100-SP.

3. In the Order Lines grid, select the following check boxes:

• Create Job
• Get Details
• Schedule Job
• Release Job

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Job Entry Job Splits Course

4. Click the Create Jobs button.

5. Record the job number found in the Jobs section______________.

6. Click Save and exit the programs.

Workshop - Use Job Splits

Dalton Manufacturing calls the next day and requests 25 units to be shipped as soon as possible. The remaining
quantity of 75 units would be due as scheduled. To meet the customer request, the production manager decides
to split the job and complete the 25 pieces ahead of the regular job schedule. In this workshop, split the job
created in the Workshop – Create a Sales Order and Job.

Complete the Operations

B J. Smith, a worker assigned to this job, has managed to complete operations 10, 20, and 30. In this workshop
task, report labor for the job created in the Workshop - Create a Sales Order and Job.
Navigate to Time and Expense Entry.
Menu Path: Production Management > Job Management > General Operations > Time and Expense Entry

1. In the Employee field, search for and select B J. Smith (BJSMITH).

2. From the New menu, select New Time.

The Time > Daily Time > Summary > Detail sheet displays.

3. In the Payroll Date field, verify today's date defaults.

4. From the New menu, select New Time Detail.

The Time > Daily Time > Detail > Detail sheet displays.

5. Enter the following information:

Field Data
Job The job number you created previously in Workshop - Create a Sales
Order and Job
Operation 10
Labor Qty 100

6. Click Save.
The Opr Complete check box selects automatically. This indicates that the operation is now fully complete.

7. Repeat steps 4 through 6 for operations 20, 30, and 40 using the following information:

Operation Labor Qty Scrap Qty Scrap Reason

20 102 2 Planned Scrap
30 100 0

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Job Splits Course Job Entry

Operation Labor Qty Scrap Qty Scrap Reason

40 50 0

In operation 40, the Opr Complete check box does not automatically selects, as the operation's quantity
requirement is more than 50 units.

8. Click Save and exit Time and Expense Entry.

Use Job Tracker to Review Activity

Use Job Tracker to review the activity to date for the specific job operations.
Navigate to Job Entry
Menu Path: Production Management > Job Management > General Operations > Job Entry

1. In the Job field, enter the job created in the Workshop - Create a Sales Order and Job and press Tab.

2. In the Job field, right-click and select Open With > Job Tracker.

3. In tree view, expand the Operations node and select Operation 10 (Opr: 10 OP: SHEAR).

4. Navigate to the Job Details > Operations > Labor Transactions sheet.

5. Click the Retrieve button.

6. In the Labor Transactions grid, scroll to review the information. Note the information in the Note and
Name fields.

7. Close Job Tracker and remain in Job Entry.

Split the Job

1. In the Job field, verify or enter the job created in the Workshop - Create a Sales Order and Job and press
Tab.

2. From the Actions menu, select Job > Split Job.

The Split Job Entry Job XXXX Part DCD-100-SP (where XXXX is your job number) window displays.

3. Click the Next Job button.

In the New Job field, the new job number displays.

4. In the Due Date field, enter the date two days from today.

5. In the Split Quantity field, enter 25.

6. Click OK.

7. Click Save and remain in Job Entry.

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Job Entry Job Splits Course

Review the Results

1. In the Job field, verify the job created in the Workshop - Create a Sales Order and Job displays.

2. In the Job field, right-click and select Open With > Job Tracker.

3. In tree view, expand the Operations node and select Operation 10 (Opr: 10 OP: SHEAR).

4. Navigate to the Job Details > Operations > Labor Transactions sheet.

5. Click the Retrieve button.

6. In the Labor Transactions grid, scroll to review the changes. Notice that the Note and Name fields now
indicate the job split.

7. Exit Job Tracker and Job Entry.

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Job Splits Course Conclusion

Conclusion

Congratulations! You have completed the Job Splits course.

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