Epicor ERP

Job Splits Course

10.1.600
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
notes for the software product. We welcome user comments and reserve the right to revise this publication and/or
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
with both of the products running at the same time on the same platform or environment. Additionally platform or
product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and
Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs
released by third parties after the date of publication of this document. Epicor® is a registered trademark and/or
trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other
trademarks mentioned are the property of their respective owners. Copyright © Epicor Software Corporation 2017.
All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of
Epicor Software Corporation.

EDE8201905
90521-10-9259-583101001
10.1.600
Revision: April 10, 2017 5:47 p.m.
Total pages: 17
course.ditaval
Job Splits Course Contents

Contents
Job Splits Course.....................................................................................................................4
Before You Begin....................................................................................................................5
Modules Licensing...........................................................................................................................................5
Audience.........................................................................................................................................................5
Prerequisites....................................................................................................................................................5
Environment Setup..........................................................................................................................................6
Job Splits Overview................................................................................................................7
Job Entry.................................................................................................................................8
Split Job...........................................................................................................................................................8
Job Split Options............................................................................................................................................10
Quantity and Cost Impact of a Job Splitting...................................................................................................11
Workshop - Create a Sales Order and Job......................................................................................................11
Create a Duplicate Sales Order................................................................................................................12
Create a Job...........................................................................................................................................12
Workshop - Use Job Splits..............................................................................................................................13
Complete the Operations........................................................................................................................13
Use Job Tracker to Review Activity..........................................................................................................14
Split the Job............................................................................................................................................14
Review the Results..................................................................................................................................14
Conclusion.............................................................................................................................16

Epicor ERP | 10.1.600 3

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.

4 Epicor ERP | 10.1.600

Job Splits Course Before You Begin

Before You Begin

Read this topic for information you should know in order to successfully complete this course.

Modules Licensing
The following modules must be licensed to complete all the workshops in this course:
• Job Management
• Order Management

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.
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.

Epicor ERP | 10.1.600 5

Before You Begin Job Splits Course

Environment Setup

The environment setup steps and potential workshop constraints must be reviewed in order to successfully
complete the workshops in this course.
Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience
Epicor functionality in action but does not affect data in your live, production environment.
The following steps must be taken to successfully complete the workshops in this course.

1. Verify the following or ask your system administrator to verify for you:
• Your Epicor training icon (or web address if you are using Epicor Web Access) points to your
Epicor training environment with the Epicor demonstration database installed. Do not complete
the course workshops in your live, production environment.
Note It is recommended that multiple Epicor demonstration databases are installed. Contact
Support or Systems Consulting for billable assistance.

• The Epicor demonstration database is at the same version as the Epicor application. The
demonstration database is installed from the Epicor Administration Console using the "Add Demo
Database" command under Database Server. See Epicor ERP installation guides for details. If you are an
Epicor Cloud ERP customer (and have licensed embedded education), the demonstration database is
installed for you.
• 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. If you are an Epicor Cloud ERP
customer see section below.

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.

Epicor Cloud ERP Specific Information

Note If you are an Epicor Cloud ERP customer, then note the following about your Epicor-hosted education
company. All logins referenced in the course (such as manager, or epicor) should be changed to be the
<site ID>-. For example, if your site ID is 98315, then wherever you are instructed to use the login manager,
instead use 98315-manager. The password is the same as the login name.

Note To refresh your Epicor training data, send a request that includes your site ID to
SaaSEdRefresh@epicor.com. Refreshing your training data may take up to 72 hours after the request is
received.

6 Epicor ERP | 10.1.600

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.

Epicor ERP | 10.1.600 7

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 > Project Management > General Operations > Job Entry
• Service Management > Time Management > General Operations > Job Entry

Split Job

Use the 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.
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.

8 Epicor ERP | 10.1.600

Job Splits Course Job Entry

Job Splitting Logic

When you split a job, the completed quantity automatically moves to the second job, if the original job’s completed
quantity had enough to cover the second job’s quantity.
If the completed quantity hasn’t been received into inventory or another job, then it is still considered to be in
WIP, even if all the operations are complete.
Example In this scenario, you enter a make to stock job (job 1000) for 10 units of Part-A. Part-A includes
Part-B (Manufactured Part/Non-Stock) in its Method of Manufacture (MOM). Therefore, you need to
manufacture 10 units of Part-B (Make Direct) first, as it is needed to produce Part-A. In its MOM,Part-B
includes three operations (Opr1, Opr2, Opr3) only. This is job 2000.

1. You fully complete first two operations (Opr1, Opr2) for Part-B (job 2000 - report 10 units against
each operation).

2. You report only 5 units against the third operation for Part-B (job 2000 - report 5 units against
operation Opr3).
Logic At this point you have fully completed 5 units of Part-B.

3. You split the job for Part-B by 5 (Split Quantity).

Logic Instead of the only demand qty = 10 of the original job (job 2000) for Part-B, you now
have two demands as follows:

Job Production Completed

Qty
Job 2000 5 0
Note Five units moved from WIP to job 3000, so
there is no completed quantity.

Job 3000 (split job) 5 5

Note As completed quantity of 5 units on job
2000 was enough to cover job 3000, all 5 units
now belong to the split 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.

Epicor ERP | 10.1.600 9

Job Entry Job Splits Course

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.
Important For the Split command to be active, you must define the Required By date on the job in
focus.

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.

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.

10 Epicor ERP | 10.1.600

Job Splits Course Job Entry

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.
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

Epicor ERP | 10.1.600 11

Job Entry Job Splits Course

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

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.

10. Remain in Sales Order Entry.

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

4. Click the Create Jobs button.

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

6. Click Save and exit the programs.

12 Epicor ERP | 10.1.600

Job Splits Course Job Entry

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 N/A
40 50 0 N/A

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.

Epicor ERP | 10.1.600 13

Job Entry Job Splits Course

Use Job Tracker to Review Activity

Use the 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.
The Job Tracker displays.

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.

7. Close the Job Tracker and remain in Job Entry.

Split the Job

1. 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.

2. Click the Next Job button.

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

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

4. In the Split Quantity field, enter 25.

5. Click OK.

6. Click Save and remain in Job Entry.

Review the Results

1. In the Job field, right-click and select Open With > Job Tracker.
The Job Tracker displays.

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

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

4. Click the Retrieve button.

5. In the Labor Transactions grid, scroll to review the changes.

14 Epicor ERP | 10.1.600

Job Splits Course Job Entry

6. Exit the Job Tracker and Job Entry.

Epicor ERP | 10.1.600 15

Conclusion Job Splits Course

Conclusion

Congratulations! You have completed the Job Splits course.

16 Epicor ERP | 10.1.600

 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.