Order Fulfill

Epicor ERP
Order Fulfillment (Allocation)

Course
9.05.607
Disclaimer
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Order Fulfillment (Allocation) Course Contents
Contents
Order Fulfillment (Allocation) Course...................................................................................5
Before You Begin....................................................................................................................6
Audience.........................................................................................................................................................6
Prerequisites....................................................................................................................................................7
Environment Setup..........................................................................................................................................8
Fulfillment Workbench Reservation and Allocation Processing.........................................9
Fulfillment Workbench - Order Fulfillment.........................................................................11
Fulfillment Workbench Search - Order Fulfillment...........................................................................................11
Basic Searches........................................................................................................................................11
Application Setup.................................................................................................................13
Employee Maintenance..................................................................................................................................14
Employee Maintenance Fields.................................................................................................................14
Workshop - Modify Employee Records.............................................................................................15
Warehouse Zone Maintenance.......................................................................................................................16
Warehouse Zone Fields...........................................................................................................................16
Workshop - Add a Warehouse Zone................................................................................................16
Warehouse Bin Maintenance.........................................................................................................................17
Warehouse Bin Fields..............................................................................................................................17
Workshop - Add a Bin Record.................................................................................................................18
Warehouse Team Maintenance......................................................................................................................19
Warehouse Team Fields..........................................................................................................................19
Workshop - Add a Warehouse Team...............................................................................................21
Part Maintenance...........................................................................................................................................22
Workshop - Enter New Part Records.......................................................................................................23
Enter the First Purchased Part..........................................................................................................23
Enter the Second Purchased Part.....................................................................................................24
Advanced Material Management (AMM).......................................................................................................25
Workshop - Define Advanced Inventory Parameters................................................................................27
Work Station Maintenance............................................................................................................................27
Work Station Fields.................................................................................................................................27
Workshop - Create a New Work Station..........................................................................................28
Configure the Device Parameters..............................................................................................28
Allocation Template Maintenance..................................................................................................................29
Allocation Template Fields......................................................................................................................30
Workshop - Add an Allocation Template.........................................................................................32
Daily Processing....................................................................................................................34
Sales Order Entry...........................................................................................................................................34
Workshop - Create New Sales Orders.....................................................................................................35
Create a Sales Order for the A1-XXX Part........................................................................................35
Create a Sales Order for the A2-XXX Part........................................................................................36
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Contents Order Fulfillment (Allocation) Course
Cross Docking................................................................................................................................................37
Workshop - Cross Dock Transaction........................................................................................................37
Generate a Cross Dock Transaction.................................................................................................37
Review Cross Dock Transactions......................................................................................................38
Purchase Order Entry.....................................................................................................................................39
Workshop - Create a Purchase Order......................................................................................................39
Enter a Purchase Order....................................................................................................................39
Receive the First Purchase Order Line...............................................................................................40
Verify Stock Quantities....................................................................................................................41
Review Cross Dock Transactions......................................................................................................41
Handheld Overview........................................................................................................................................41
Workshop - Handheld Picking.................................................................................................................42
Log in to the Handheld Manufacturing Execution System (MES).......................................................42
Process the A2-XXX Part..................................................................................................................42
Generate New Demand for the A2-XXX Part..................................................................................................43
Workshop - Review Stock Quantities for the A2-XXX Part.......................................................................43
Workshop - Create a New Sales Order for the A2-XXX Part.....................................................................43
Workshop - Create a New Cross Dock Transaction..................................................................................44
Workshop - Receive the Second Purchase Order Line..............................................................................45
Verify Stock Quantities....................................................................................................................45
Submit the Sales Order For Picking.................................................................................................................46
Workshop - Submit the Sales Order For Picking.......................................................................................46
Workshop - Handheld Picking.................................................................................................................47
Conclusion.............................................................................................................................48
4 Epicor ERP | 9.05.607

Order Fulfillment (Allocation) Course Order Fulfillment (Allocation) Course
Order Fulfillment (Allocation) Course
This course is designed to take you through the Order Fulfillment functionality in the Fulfillment Workbench.
Hands-on workshops guide you through this module.
The Fulfillment Workbench reserves or allocates material to Sales Orders, Job Orders, or Transfer Orders. This
functionality is valuable when you want to satisfy demand material quantities through jobs or stock in a sequence
that matches allocation priorities assigned to your customers.
Upon successful completion of this course, you will be able to:
• Browse open sales orders based on a series of comprehensive user-specified search criteria.
• Reserve material quantities for selected sales orders.
• Allocate inventory to sales orders using pre-defined allocation templates or using manually entered ad-hoc
allocation parameters.
• Automatically generate cross-docked transactions.
• Release selected, allocated orders to the Material Queue for order-based picking in the warehouse.
Epicor ERP | 9.05.607 5

Before You Begin Order Fulfillment (Allocation) 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.

• Cost Accountant
• CFO/Controller
• AP Clerk
• AR Clerk
• COO/Operations Manager
• Payroll Staff
• Shop Floor Employee
• Shop Floor Manager
• Scheduler
• Shipping and Receiving
• QA Inspector
• Production Manager
• Engineer
• Purchasing Staff/Buyer
• Sales Manager
• Order Entry Staff
• Customer Service Representative
• Sales Engineer/Pre-Sales
• Account Manager
• Sales Representative
• System Administrator
• IT/Technical Staff
6 Epicor ERP | 9.05.607

Order Fulfillment (Allocation) Course Before You Begin
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 application's user interface. Designed
for a hands-on environment, general navigation principles and techniques are available at each of the interface
levels within the application - system, module, and program. Workshops focus on each of these levels and
guide you through each navigational principle introduced.
• Order Management Course - This course discusses the Order Management module and how it facilitates
the flow of manufactured items from inventory or jobs to the customer. Whether items are shipped from
stock or from work in process, a shipping transaction is performed. All shipping transactions are captured
during invoicing in the Accounts Receivable module, creating financial transactions that ultimately post to the
general ledger. Order entry and shipping are directly affected by the nature of the product and the process,
specifically whether the items are built-to-order or shipped from stock.
• Part Course - This course introduces you to the building blocks that make up Part Maintenance, the cornerstone
of the ERP application. It course focuses on the importance of Part Maintenance, required maintenance
program setup, key fields in Part Maintenance, set up of a manufactured part and a purchased part, and
review of commonly used reports and inquiries.
• Inventory Management Course - This course provides an overview of the inventory process. It demonstrates
the steps required to update and maintain raw materials, as well as finished goods inventory quantities and
costs.
• Manufacturing Foundation Course - Manufacturing Foundations is designed to introduce you to the
principal building blocks in establishing a strong manufacturing environment. This course discusses the
necessary prerequisites involved with efficient production floor configuration.
• Manufacturing Execution System (MES) Course - This course discusses the Manufacturing Execution
System (MES), an easy-to-use, online application that allows labor and inventory transactions to be entered
while work is done on the shop floor. Transaction entry is straight forward and rapid with the use of
touch-screen, light-pen, or bar coding technology, in addition to the traditional keyboard and mouse.
Epicor ERP | 9.05.607 7

Before You Begin Order Fulfillment (Allocation) Course
Environment Setup
The environment setup steps and potential workshop constraints must be reviewed in order to successfully
complete the workshops in this course.
Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience
Epicor functionality in action but does not affect data in your live, production environment.
The following steps must be taken to successfully complete the workshops in this course.
1. Verify the following or ask your system administrator to verify for you:
• Your Epicor training icon (or web address if you are using Epicor Web Access) points to your
Epicor training environment with the Epicor demonstration database installed. Do not complete
the course workshops in your live, production environment.
Note It is recommended that multiple Epicor demonstration databases are installed. Contact
Support or Systems Consulting for billable assistance.
• The Epicor demonstration database is at the same service pack and patch as the Epicor
application. Epicor's education team updates the Epicor demonstration database for each service pack
and patch. If your system administrator upgrades your Epicor application to a new service pack or patch,
he or she must also download the corresponding Epicor demonstration database from EPICweb > Support
> Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completing
the course workshops.
• Your system administrator restored (refreshed) the Epicor demonstration database prior to
starting this course. The Epicor demonstration database comes standard with parts, customers, sales
orders, and so on, already defined. If the Epicor demonstration database is shared with multiple users
(that is, the database is located on a server and users access the same data, much like your live, production
environment) and is not periodically refreshed, unexpected results can occur. For example, if a course
workshop requires you to ship a sales order that came standard in the Epicor demonstration database,
but a different user already completed this workshop and the Epicor demonstration database was not
restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written
the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users
from manipulating the data in your installation of the Epicor demonstration database.
2. Log in to the training environment using the credentials manager/manager. If you are logged into your
training environment as a different user, from the Options menu, select Change User.
3. From the Main menu, select the company Epicor Education (EPIC06).
4. From the Main menu, select the Main Plant.
8 Epicor ERP | 9.05.607

Order Fulfillment (Allocation) Course Fulfillment Workbench Reservation and Allocation Processing
Fulfillment Workbench Reservation and Allocation Processing
Use the Fulfillment Workbench to allocate and distribute fulfillment materials to orders, and replace reserved
quantities with the allocated quantities, locking the allocated inventory to that particular order. You proceed
through a series of sheets that you use to select orders and available inventory, based upon a set of specified
parameters.
The Fulfillment Workbench allows you to perform the following tasks:
1. Browse open sales orders, job orders and transfer orders based on a series of comprehensive user-specified
search criteria. The selected records display in the List sheet, and the other sheets (Order Fulfillment, Job
Fulfillment and Transfer Order Fulfillment) appropriate to the type of order for each record.
2. Reserve material quantities for selected sales orders, job orders or transfer orders. This prevents the material
quantities from being used on other order releases. In the Epicor application, a reservation refers to a quantity
of inventory reserved at the warehouse, part, order and release level for a specific order or schedule. Previously
reserved inventory can also be unreserved, making it available for other releases.
3. Allocate inventory to sales orders, job orders or transfer orders using pre-defined allocation templates, or
using manually entered ad-hoc allocation parameters. Once an order is allocated to the warehouse, part,
lot/serial number, bin and quantity, that inventory is locked to the particular order that was allocated, and
the reservation for the order item is replaced by the allocation. The quantity cannot be reserved or allocated
to another order. It also allows you to unallocate the previously allocated quantity. If this occurs, the Epicor
application removes the allocation and makes the stock available again for reservation or allocation.
4. Generate cross-docked transactions. Cross docking is a function that enables a planner to create a link
between demand and expected inventory (receipts and production). This allows the planner to inform the
Epicor application that the next receipt (purchase, transfer or job order production) that is completed with
matching stock needs to be linked to the matching cross dock record on the work queue. At the instant
the receipt transaction is entered, the cross dock transaction becomes a pick transaction, allowing your shop
floor/warehouse personnel to directly pick the stock for the linked allocated order.
5. Release selected allocated orders to the Material Queue program for order-based or wave (consolidated)
picking in the warehouse; this program is available within the Advanced Material Management module.
Pick processing can be accomplished using Pick-Pack (using a printed document for picking) or Handheld
scanner (paperless) methods.
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Fulfillment Workbench Reservation and Allocation Processing Order Fulfillment (Allocation) Course
10 Epicor ERP | 9.05.607

Order Fulfillment (Allocation) Course Fulfillment Workbench - Order Fulfillment
Fulfillment Workbench - Order Fulfillment
Use the Order Fulfillment sheet to process sales order releases as is necessary. This sheet is valuable when you
want more information to help decide whether to reserve inventory or release material to the Material Queue.
The information for the sales order lines or releases you select in the List sheet or using the Fulfillment
Workbench Search window display in the Order Fulfillment sheet.
• You can select a specific order release and then use options on the Actions menu to perform specific fulfillment
functions such as reserving inventory, allocating inventory or releasing a previously allocated part for picking.
• The supply quantities currently available for the selected part displays on the Supply sheet.
Fulfillment Workbench Search - Order Fulfillment
Use the Fulfillment Workbench Search window to search and select open sales order transactions for processing
in the Fulfillment Workbench > Order Fulfillment sheet. You can access this search by clicking the binoculars
icon on the Standard toolbar above the Fulfillment Workbench > Order Fulfillment sheet.
Basic Searches
Use the Basic Search functionality to define search options. You can define the primary fields used to limit the
search results.
Note There are many fields in the Fulfillment Workbench Search window. For more information, refer
to the Application Help.
Wave ID
This field specifies the identification numbers for the range of picking waves (if any) are selected.
Order Number Field
This field specifies the identification numbers for the range of selected order numbers.
Fulfillment Priority
This field specifies the range or fulfillment priorities for which orders are selected.
Warehouse
This field specifies the range or warehouses for which orders are selected.
Order Date
This field specifies the order date range for the selected orders.
Need By Date
This field specifies the need by date range for the selected orders.
Ship By Date
This field specifies the ship by range for the selected orders.
Customer Group
This field specifies the customer group range for the selected orders.
Epicor ERP | 9.05.607 11

Fulfillment Workbench - Order Fulfillment Order Fulfillment (Allocation) Course
Part
This field specifies the identification numbers for the range of selected parts.
Ship Via
This field specifies the ship via ID range for the selected orders.
Ship To ID
This field specifies the identification numbers for the selected ship to addresses.
Reserved
This field specifies if you wish to include (or exclude) previously reserved items in the search.
• Leave this field blank to include reserved items in the search.
• In this field, select Exclude to exclude reserved items from the search.
• In this field, select Include Only to include only reserved items in the search.
Allocated
This field specifies if you wish to include (or exclude) previously allocated items in the search.
In Picking
This field specifies if you wish to include (or exclude) orders currently being picked in the search.
Ship Complete
This field specifies if you wish to include (or exclude) orders being shipped complete in the search.
Credit Hold/User Hold
These fields specify if you wish to include (or exclude) orders on credit hold in the search.
Counter Sales
This field specifies if you wish to include (or exclude) orders designated as counter sales in the search.
Fulfillment Sort By Section
The fields in this section specify how search records are returned to the Fulfillment Workbench > Order
Fulfillment sheet.
• Fulfillment Priority Ascending - Select this option to sort returned order records by fulfillment priority, in
ascending order from lowest to highest.
• Fulfillment Priority Descending - Select this option to sort returned order records by fulfillment priority, in
descending order from highest to lowest.
• Order/Line/Release Ascending - Select this option to sort returned order records in order/line/release
identification number order, in ascending order from lowest to highest.
• Order/Line/Release Descending - Select this option to sort returned order records in order/line/release
identification number order, in descending order from highest to lowest.
• Ship By Date Ascending - Select this option to sort returned order records in ship by date order, in ascending
order from lowest to highest.
• Ship By Date Descending - Select this option to sort returned order records in ship by date order, in
descending order from highest to lowest.
• Warehouse Ascending - Select this option to sort returned order records in warehouse identification number
order, in ascending order from lowest to highest.
• Warehouse Descending - Select this option to sort returned order records in warehouse identification
number order, in descending order from highest to lowest.
12 Epicor ERP | 9.05.607

Order Fulfillment (Allocation) Course Application Setup
Application Setup
To use the Order Fulfillment (Allocation) Processing functions, you must define control parameters in the
following programs:
1. Plant Configuration Control - Use this program to specify default parameters for fulfillment allocation
processing in the Modules > AMM sheet. These parameters become defaults for the Fulfillment Workbench
and allocation templates defined in Allocation Template Entry.
2. Warehouse Bin Maintenance - Use this program to define specific warehouse bins in which inventory is
stored.
3. Warehouse Team Maintenance - Use this program to create and define warehouse teams that are assigned
to allocation templates defined in Allocation Template Entry, or to process transactions after inventory is allocated
in the Fulfillment Workbench. Before defining warehouse teams, you should verify that the following information
is defined:
• In Shop Employee Maintenance, verify that the Material Handler or Shipping/Receiving check boxes
are selected for each employee assigned to a warehouse team. Only employees designated as Material
Handler or Shipping/Receiving personnel can be assigned to warehouse teams. Only employees designated
as a Warehouse Manager can access the Queue Manager for management of queued transactions processed
by handheld devices in a warehouse. Only employees for which the Can Override Allocations check box is
selected can override allocations for Packing or Picking Type transactions.
• In Warehouse Bin Attribute Maintenance, set up user-defined attributes, which can be (optionally) assigned
to the warehouse team.
Example A user-defined attribute can be defined in Warehouse Bin Attributes Maintenance. When
work is assigned on the queue, an inventory move transaction from (or to) a bin that requires a forklift
can be assigned based on this forklift attribute.
• Warehouse bins and zones must be defined for each warehouse being assigned to the warehouse team using
Warehouse Bin Maintenance and Warehouse Zone Maintenance. Warehouse zones include forward
staging, wave picking, and replenishment areas.
4. Allocation Template Entry - Use this program to define allocation templates used to automate the fulfillment
allocation process in the Fulfillment Workbench. You can define multiple allocation templates, each with their
own set of particular processing parameters. You can override any settings defined in an allocation template
when it is used during actual allocation processing in the Fulfillment Workbench.
Epicor ERP | 9.05.607 13

Application Setup Order Fulfillment (Allocation) Course
Employee Maintenance
Use Employee Maintenance to create an employee record. Employees perform work on jobs and enter labor
in Time and Expense Entry. If an employee is connected to a User ID, the associated password is required for the
employee to log into the Manufacturing Execution System (MES).
Employee Maintenance is most valuable if you do not have the Payroll module. The Job Management module
uses an employee file separate from the Payroll module.
• If the Payroll module is installed, enter employees. They automatically display in the Employee file, where you
can activate other fields. If necessary, update the employee details. When you update employee details in the
Payroll module, the employee record updates automatically.
• An employee added to Payroll Employee Maintenance cannot be added again in Employee Maintenance. If
you select the Active Employee check box in Payroll Employee Maintenance, the employee is automatically
part of Employee Maintenance. You can return to Payroll Employee Maintenance at any time to select this
check box.
An employee can start a shift when the payroll administrator is unavailable. In this scenario, the employee is
entered in Employee Maintenance to allow them to record time. The payroll administrator can pull the entry into
the Payroll module at a later time. Temporary employees who report time must also be entered in Employee
Maintenance.
Menu Path
Navigate to this program from the Main Menu:
• Material Management > Inventory Management > Setup > Employee
• Production Management > Job Management > Setup > Employee
• Service Management > Expense Management > Setup > Employee
• Service Management > Field Service > Setup > Employee
• Service Management > Project Management > Setup > Employee
• Service Management > Time Management > Setup > Employee
Employee Maintenance Fields

Many fields in this file are covered in other courses and are also fully explained in the Application Help.
The fields that are of interest to the Order Fulfillment (Allocation) functionality are explained in this section.
Available fields include:
Status Section
The fields in this section indicate several attributes to which an employee is assigned.
Status
In this field, select Active, Inactive, or Terminated from the menu list.
Payroll Employee
Select this check box if this is a payroll employee.
Service Technician
Select this check box if the employee is a service technician and the Field Service module is installed.
14 Epicor ERP | 9.05.607

Material Handler
Select this check box if the employee is a material handler. This provides access to material handling functions
in Manufacturing Execution System (MES).
Shop Supervisor
Select this check box if the employee is a shop supervisor.
Shipping/Receiving
Select this check box if the employee is a shipping and receiving person. This provides access to the shipping and
receiving functions in the MES.
Production Worker
Select this check box if the employee is a production worker. This provides access to specific functions in the
MES.
Warehouse Manager
Select this check box if the employee is a warehouse manager. This provides access to specific functions in the
MES.
Can Override Allocations
Select this check box if the shop employee can override allocations.
Workshop - Modify Employee Records
This workshop demonstrates how to modify the employee record for John Lewis, so he can execute functions
related to material handling and shipping/receiving operations.
Navigate to Employee Maintenance.
Menu Path: Production Management > Job Management > Setup > Employee
1. In the ID field, search for and select John J. Lewis (197).
2. In the Detail sheet, in the Status pane, select or verify the Material Handler and Shipping/Receiving
check boxes are selected.
3. Click Save and exit Employee Maintenance.
Epicor ERP | 9.05.607 15

Warehouse Zone Maintenance
Use Warehouse Zone Maintenance to create bin zones within a specified warehouse. A zone is a group of
bins within a warehouse.
The Epicor application allows you to group bins together into a zone, regardless of their type or other attributes.
Warehouse zones can be established, usually based on similarly sized bins / products. Zone codes are then assigned
to specified warehouse bins in the Zone field in Warehouse Bin Maintenance. The Epicor application uses bin
zones primarily in the Fulfillment Workbench.
Menu Path
• Material Management > Inventory Management > Setup > Warehouse Zone
Warehouse Zone Fields

Warehouse
This field specifies the warehouse to which the zone code is being assigned. Select the warehouse from the list
of active warehouses within the current plant.
Zone
This field identifies the bin zone within the warehouse. For example:
• REPL - Stock Replenishment Zone
• STAGE - Staging Zone
Description
This field specifies a description of the bin zone within a warehouse. For example:
• Stock Replenishment Zone
• Staging Zone
Workshop - Add a Warehouse Zone

Navigate to Warehouse Zone Maintenance.
Menu Path: Material Management > Inventory Management > Setup > Warehouse Zone
1. In the Warehouse field, verify Main defaults.
2. Click New.
3. In the Zone field, enter XXXFINPZ (where XXX are your initials).
4. In the Description field, enter XXX Final Product Zone (where XXX are your initials).
5. Click Save and exit Warehouse Zone Maintenance.
16 Epicor ERP | 9.05.607

Warehouse Bin Maintenance
Use Warehouse Bin Maintenance to identify the specific bins where inventory is stored in a warehouse.
Important At least one bin location is required for a warehouse.
Menu Path
• Material Management > Inventory Management > Setup > Warehouse Bin
Warehouse Bin Fields

Note Only the relevant fields are covered in this section. For more information, refer to the Application
Help.
Bin
Specifies the code that uniquely identifies a bin. For example:
• A1R25
• BIN20
• 01-01
Description
Specifies a further identification of a bin that displays in reports. For example:
• Aisle 1 Row 2 Bin 5
• Bin 20
Zone
Specifies the warehouse zone in which a bin is located. A zone is a group of bins within a specified warehouse.
Select the warehouse bin zone from a listing of bin zones previously established in Warehouse Bin Zone
Maintenance. This is an optional entry.
Size
Specifies a bin size group code assigned to a bin. A bin size group code contains measurements that designate
the size (Height, Width, Length) and volume of a bin. Bin size group codes are defined in Warehouse Bin Size
Group.
Type Section
Specifies the type of a defined warehouse. Select one of the following:
• Standard - Standard bin that stores normal inventory balances (meaning bins owned by the company and
not by a customer or supplier). This is the default setting.
• Customer Managed - Signifies that the inventory stored in this bin is customer-owned inventory. Special
processing rules apply to the inventory stored here.
• Supplier Managed - Signifies that the inventory stored in this bin is supplier-own inventory. Special processing
rules apply to the inventory stored here.
Max Fill
Epicor ERP | 9.05.607 17

Specifies the maximum fillable quantity for this warehouse bin. The default is zero and can be overridden. The
Epicor application uses this in fulfillment processing.
Percent Fillable
Specifies the fillable percentage for this warehouse bin. The default is zero and can be overridden. The Epicor
application uses this in fulfillment processing.
Inactive
Select this check box if the bin is marked as inactive. Bins can be marked as Inactive only if they are empty (contain
no inventory balance). Once marked Inactive, the bin cannot be used in any new transactions.
Non Nettable
Select this check box if parts in this bin should not be included in on-hand quantities. Inventory stored in a non
nettable bin is not available to the Fulfillment Workbench.
Portable
Select this check box if this bin is portable and is not in a fixed location. Portable bins do not have a dedicated
physical location. The Epicor application uses this in fulfillment processing.
Replenishable
Select this check box if this bin is replenishable. The Epicor application uses this in fulfillment processing.
Workshop - Add a Bin Record

Navigate to Warehouse Bin Maintenance.
Menu Path: Material Management > Inventory Management > Setup > Warehouse Bin
1. In the Warehouse field, verify Main defaults.
2. Click New.
3. In the Bin field, enter XXXFINPB (where XXX are your initials).
4. In the Description field, enter XXX Final Product Bin (where XXX are your initials).
5. In the Zone field, select XXX Final Product Zone (where XXX are your initials).
6. In the Max Fill field, enter 1,000.
7. Select the Replenishable check box.
8. Click Save and exit Warehouse Bin Maintenance.
18 Epicor ERP | 9.05.607

Warehouse Team Maintenance
Use Warehouse Team Maintenance to create and define warehouse teams based on attribute/skill, transaction,
and location. Warehouse teams can be assigned to allocation templates defined in Allocation Template Entry, or
used to process transactions after inventory is allocated in the Fulfillment Workbench.
For example, you can create warehouse teams that process put-away transactions, while others process pick
transactions. Use Warehouse Team Maintenance to perform the following tasks:
• Assign specific shop floor or warehouse employees to the warehouse team.
• Assign bin attributes.
• Identify the transaction types the warehouse team can process and assign a priority code that denotes the
sequence in which they must be processed.
• Identify specific warehouses in which the warehouse team can work.
• Identify specific bins, zones, and optionally, items (parts, classes, or groups) for which the warehouse team
is responsible for each assigned warehouse.
You must be assigned to a warehouse team in order to receive any transactions to process when using the
Auto-Select feature from the Handheld menu. The warehouse manager can assign transaction types to warehouse
teams and assign priorities to those transactions. Transaction types include sales order picks, job order picks,
transfer order picks, Planner Workbench bin-to-bin moves, and put-aways for purchase receipts, job production,
or transfer receipts. Warehouse team members can only process selected transactions for selected items in their
assigned warehouses, bins, and zones.
Menu Path
• Material Management > Inventory Management > Setup > Warehouse Team
Warehouse Team Fields

Note Only relevant fields are covered in this section. For more information, refer to the Application Help.
Detail Sheet
Warehouse Team
This field specifies the identifier for a warehouse team.
Description
This field specifies a description for a warehouse team.
Employees Sheet
Available Employees
This pane displays the shop floor/warehouse employees who are eligible for an assignment to this warehouse
team. Employees are only eligible for a warehouse team assignment if the Shipping/Receiving or Material
Handler check boxes are selected for the employee in Employee Maintenance. An employee can only be assigned
to a single warehouse team.
Selected Employees
Epicor ERP | 9.05.607 19

This pane displays the employees that are assigned to this warehouse team.
Transactions Sheet
Select All Button
Allows selection of all Selected check boxes. If you click the Select All button, it selects all transactions that
display for the warehouse team. This denotes that the warehouse team can process all types of transactions. Do
not click this check box if you wish to select individual transaction types for this warehouse team.
Clear Button
Allows clearing of all Selected check boxes that have been previously selected. Click this button to clear all
Selected check boxes.
Trans Type
This column displays the transaction types that can be selected for a warehouse team by clicking the Select All
button or using the Selected check box. This field is for display only.
Description
This column displays the description of the corresponding type of transaction (for example, Stock to Shipment
displays STK-SHIP transaction type). This field is for display only.
Selected
This column specifies if the corresponding transaction type is selected for processing by this warehouse team.
Select this check box to select the corresponding transaction type for processing by this warehouse team. Clear
this check box to skip selection of the corresponding transaction type for processing by this warehouse team.
Priority
This column specifies the priority in which the Epicor application processes the selected type of transaction for
this warehouse team. Select a value from 00 to 99.
When using the Queue Manager, the application selects and sequences transaction types with higher assigned
priorities (for example, 01) before transactions with lower assigned priorities (for example, 02, 03). This denotes
the order in which specific types of transactions should be completed (for example, receiving transactions should
be processed before doing put-aways or picking orders).
Warehouses Sheet
Detail Sheet
Use the Detail > Warehouses > Detail sheet to select the warehouses in which the warehouse team can work,
and the priority in which each warehouse is worked.
This denotes the order that transactions from specific warehouses should be completed (for example, receiving
transactions from Warehouse 2 should be processed before doing put-aways or picking orders in Warehouse
1). Once you select a warehouse, you then use the remaining sheets under the Warehouse sheet to designate
the specific bins, warehouse zones, and items for which the warehouse team is responsible.
Fields for this sheet are listed below:
• Warehouse - In this field select the warehouses that this team can work. The list includes warehouses that
have been defined in Warehouse Maintenance.
• Priority - This field specifies the priority in which the Epicor application processes transactions for each assigned
warehouse for this team.
Bins Sheet
Available Bins - This pane displays the bins in a warehouse that can be assigned to a warehouse team. These
are the bins that are defined for the assigned warehouse in Warehouse Bin Maintenance.
Selected Bins - This pane displays the bins that are assigned to a warehouse team.
20 Epicor ERP | 9.05.607

Warehouse Zones Sheet

Available Warehouse Zones - This pane displays the zones in a warehouse that can be assigned to this warehouse
team. These are the zones that are defined for the assigned warehouse in Warehouse Bin Zone Maintenance.
Selected Warehouse Zones - This pane displays the warehouse zones that are assigned to this warehouse
team.
Workshop - Add a Warehouse Team

Navigate to Warehouse Team Maintenance.
Menu Path: Material Management > Inventory Management > Setup > Warehouse Team
1. From the New menu, select New Team.
2. In the Warehouse Team field, enter XXX-FINALP (where XXX are your initials).
3. In the Description field, enter XXX Final Product Team (where XXX are your initials).
4. In the Detail > Employees sheet, in the Available Employees pane, select John J. Lewis.
5. Click the blue arrow button.

John J. Lewis displays in the Selected Employees pane.
6. Navigate to the Detail > Transactions sheet and click the Select All button.
7. In the Transaction grid, search for the STK-SHP (Stock to Shipment) transaction.
8. In the Priority field, enter 1 and click Save.
9. Navigate to the Detail > Warehouses > Detail sheet.
10. From the New menu, select New Team Warehouse.
11. In the Warehouse field, select Main.
12. In the Priority field, enter 1.
13. Navigate to the Warehouses > Bins sheet, and from the Available Bins pane, select the XXXFINPB (where
XXX are your initials) bin and click the blue arrow button.
The XXXFINPB bin displays in the Selected Bins pane.
14. Navigate to the Warehouses > Warehouse Zones sheet, and from the Available Warehouse Zones
pane, select XXX Final Product Zone (where XXX are your initials) and move it to the Selected Warehouse
Zones pane.
15. Click Save and exit Warehouse Team Maintenance.
Epicor ERP | 9.05.607 21

Part Maintenance
Use Part Maintenance to enter or update part information. Parts are either purchased items you use for raw
materials or subassemblies or manufactured items you use to fill sales orders.
Each part record contains crucial data you may need for purchase or production needs. A part record contains
general information such as part number, description, and search criteria. Also, a part record defines inventory
information, which includes unit of measure (UOM) options for sales, purchases, inventory, non-stock classifications,
serial number tracking, and weight values. You also define warehouse and bin information for each part, including
Minimum, Maximum, and Safety Stock quantities. If this part is included in a sales kit, define these parameters
as well.
When you set up a part, all plants within the company can access the part and use it on jobs. You can also select
parts as materials on quote, job, or part methods of manufacturing. If you use the Engineering module, any
purchased or manufactured parts on a bill of material must have a record set up in Part Maintenance.
Tip Most modules do not require parts to exist in Part Maintenance, but it is recommended that you enter
parts in this program, as each record requires little data and can save you data entry time later.
Menu Path
• 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
22 Epicor ERP | 9.05.607

Workshop - Enter New Part Records
For the purpose of demonstrating the Order Fulfillment Allocation functionality, create two new parts. New
prototype parts were signed off by a customer, so the parts can now be entered into the Epicor application.
Enter the First Purchased Part

Navigate to Part Maintenance.
Menu Path: Sales Management > Order Management > Setup > Part
Tip The CRM menu path is: Customer Relationship Management > Order Management > Setup > Part
1. From the New menu, select New Part.
2. Enter the following information:
Field Data
Part A1-XXX (where XXX are your initials)
Description XXX Finished Goods 1 (where XXX are your initials)
Type Purchased
Group Fabricated
Class FG-Fabricated
Non-Stock Item clear
3. Accept all other defaults.
4. Click Save.
5. Navigate to the Part > Plants > Detail sheet.
6. In the Purchasing pane, click the Supplier button and search for and select A-Z Metals.
7. Click Save.
8. Navigate to the Part > Plants > Warehouses > Detail sheet.
9. In the Initial/Minimum Qty field, enter 100.
10. In the Threshold/Safety Qty field, enter 50.
11. In the Maximum Qty field, enter 1000.
12. Navigate to the Part > Plants > Warehouses > Primary Bin sheet.
13. In the Bin field, search for and select XXXFINPB (where XXX are your initials).
14. Click Save and remain in Part Maintenance.
Epicor ERP | 9.05.607 23

Enter the Second Purchased Part
1. From the New menu, select New Part.
2. Enter the following information:
Field Data
Part A2-XXX (where XXX are your initials)
Description XXX Finished Goods 2 (where XXX are your initials)
Type Purchased
Group Fabricated
Class FG-Fabricated
Non-Stock Item clear
3. Accept all other defaults.
4. Click Save.
5. Navigate to the Part > Plants > Detail sheet.
6. In the Purchasing pane, click the Supplier button and search for and select A-Z Metals.
7. Click Save.
8. Navigate to the Part > Plants > Warehouses > Detail sheet.
9. In the Initial/Minimum Qty field, enter 100.
10. In the Threshold/Safety Qty field, enter 50.
11. In the Maximum Qty field, enter 1000.
12. Navigate to the Part > Plants > Warehouses > Primary Bin sheet.
13. In the Bin field, search for and select XXXFINPB (where XXX are your initials).
14. Click Save and exit Part Maintenance.
24 Epicor ERP | 9.05.607

Advanced Material Management (AMM)
Use the Advanced Material Management (AMM) sheet in Plant Configuration Control to define advanced
inventory parameters you use within the current plant configuration.
This sheet allows you to define how the Fulfillment Workbench sorts sales orders, jobs, and transfer orders on
search results. You also define several Material Queue default values and indicate how warehouses linked to
this plant configuration replenish their material supply levels.
Many of these defaults can be overridden when processing allocations in the Fulfillment Workbench or when
defining allocation templates in Allocation Template Maintenance.
SO Inventory Search Sort
This field defines how quantity search results for sales orders within the Fulfilment Workbench are sorted for the
current plant configuration. The available options are:
• FIFO - Sorts results in order by First In, First Out records.
• LIFO - Sorts results in order by Last In, First Out records.
• Lot Ascending - Sorts results by lot in ascending order.
• Lot Descending - Sorts results by lot in descending order.
• Bin Ascending - Sorts results by bin in ascending order.
• Bin Descending - Sorts results by bin in descending order.
• Quantity Ascending - Sorts results by quantity in ascending order.
• Quantity Descending - Sorts results by quantity in descending order.
Note The option you select on this sheet is the default setting for the current plant configuration. You
can override this value when you define allocation templates in Allocation Template Maintenance and use
the allocation templates in the Fulfillment Workbench.
Job Inventory Search Sort

This field defines how quantity search results for jobs within the Fulfilment Workbench are sorted for the current
plant configuration. The available options are the same as for the SO Inventory Search Sort.
Xfer Inventory Search Sort
This field defines how quantity search results for transfer orders within the Fulfilment Workbench are sorted for
the current plant configuration. The available options are the same as for the SO Inventory Search Sort and Job
Inventory Search Sort.
Replenishment Section
Indicates how materials are restored to all the warehouses linked to this plant configuration. The available options
include:
• Replenish by Quantity - Select this option to restore materials based on the number of parts available.
• Replenish by Volume - Select this option to restore materials based on the size of the material available.
Pick Transaction Priority
This field indicates the priority level pick transactions inserted in the Material Queue from the Fulfillment Workbench
are assigned within this plant configuration.
Nine levels are available from this drop down list; 1 has the highest priority while 9 has the lowest priority. The
default value is 5.
Epicor ERP | 9.05.607 25

Putaway Transaction Priority

This field indicates the priority level stock, or putaway, transactions inserted in the Material Queue from the
Fulfillment Workbench are assigned within this plant configuration. Nine levels are available from this drop down
list; 1 has the highest priority while 9 has the lowest priority. The default value is 5.
Replenish Bin to Bin Priority
This field indicates the priority level bin to bin move transactions inserted in the Material Queue from the Fulfillment
Workbench are assigned within this plant configuration. Nine levels are available from this drop down list; 1 has
the highest priority while 9 has the lowest priority. The default value is 5.
Lock Orders On Pick
This option determines whether all lines on sales orders are frozen, or locked, so that no other user can access
these detail lines after a pick transaction is placed against one line. You can then pick material quantities for the
entire sales order. Select this check box if you wish to activate this functionality.
Sort Queue by Priority
This option indicates whether the Material Queue is automatically sorted by priority. When you select this check
box, the Epicor application sorts the Material Queue in the following order:
• Priority
• Bin
• Sequence Number
Handheld Auto-Select Transactions Max
This field defines the number of material queue transactions automatically selected through use of the Handheld
Manufacturing Execution System (MES) functionality.
Default Net Weight UOM
This field specifies the default UOM (Unit of Measure) code used to calculate new weights that display in the
Selected Weight field in the workbench for the current plant. Select the UOM code from the Weight UOM
codes defined in UOM Maintenance. This denotes the unit of measure (for example, Grams, Kilograms, Pounds)
that the weight is expressed.
Default Net Volume UOM
This field specifies the default UOM (Unit of Measure) code used to calculate new volumes that display in the
Selected Volume field in the Fulfillment Workbench for the current plant. Select the UOM code from the Volume
UOM codes defined in UOM Maintenance. This denotes the unit of measure (for example, Cubic Centimeters,
Cubic Inches) that the volume is expressed.
Menu Path
• System Management > Company Maintenance > Plant Configuration Control
26 Epicor ERP | 9.05.607

Workshop - Define Advanced Inventory Parameters

Navigate to Plant Configuration Control.
Menu Path: System Management > Company Maintenance > Plant Configuration Control
Important This program is not available
®
in the Epicor Web Access™ interface. You can launch this program
from an Epicor Smart Client (Windows ) interface.
1. In the Plant field, search for and select Main Plant.
2. Navigate to the Modules > AMM sheet.
3. In the SO Inventory Search Sort field, select or verify Quantity Ascending is set as the parameter.
4. In the Job Inventory Search Sort field, select or verify Quantity Ascending is set as the parameter.
5. In the Xfer Inventory Search Sort field, select or verify Quantity Ascending is set as the parameter.
6. In the Replenishment pane, select or verify Replenish by Quantity is set as the parameter.
7. In the Handheld Auto-Select Transactions Max field, enter or verify 10 is set as the parameter.
8. Click Save and exit Plant Configuration Control.
Work Station Maintenance
Use Work Station Maintenance to set up work stations. Work stations, or packing stations, are useful for
establishing the scale and manifest interface for each pack station.
Menu Path
• Material Management > Shipping / Receiving > Setup > Work Station
Work Station Fields

Note Only relevant fields are covered in this section. For more information, refer to the Application Help.
Station ID
This field specifies the ID of the work station.
Station Type
This field specifies the type of work station.
Available options are:
• Pack
• Other
Epicor ERP | 9.05.607 27

Description
This field specifies the description of the work station.
Warehouse
This field specifies the warehouse in which the work station is located.
Bin
This field specifies the bin in which the pack station is located.
Weight Input
This field specifies the basis by which weight is determined:
• Prompt for Weight - An input box displays prompting for the weight of each Pack ID.
• Get weight from part configuration - The weight of the Pack ID is automatically calculated from the weight
of each part that is packed.
• Get weight from scale - The scale is connected with the configuration from the Devices sheet. The weight
comes in from the scale.
Auto Quantity
Select this check box if the pack station should enter 1 for the quantity. When this check box is selected, the
Quantity field cannot be scanned.
Workshop - Create a New Work Station
In this workshop, set up your own workstation.

Navigate to Work Station Maintenance.
Menu Path: Material Management > Shipping / Receiving > Setup > Work Station
1. From the New menu, select New Work Station.
2. In the Station ID field, enter XXX-SH (where XXX are your initials).
3. In the Station Type field, select Pack.
4. In the Description field, enter XXX Shipping Work Station (where XXX are your initials).
6. In the Bin field, search for and select 01-01-01.
7. In the Weight Input field, select Get weight from scale.
8. Click Save.
Configure the Device Parameters
1. Navigate to the Devices sheet.
2. From the New menu, select New Device.
3. In the Type field, select Scale.
4. In the Description field, enter a description of the device.
28 Epicor ERP | 9.05.607

5. Select the Default Device check box.
6. In the Scale section, enter the following information:
Field Data
COM Port COM1
Stop Bits 1
Baud Rate 9600
TimeOut 10
Data Bits 6
Inquire Msg leave blank
Parity even
Append Carriage Return cleared
7. Click Save and exit Work Station Maintenance.
Allocation Template Maintenance
Use Allocation Template Maintenance, as needed, to define allocation templates that can be used to automate
the allocation process in the Fulfillment Workbench. You can define multiple allocation templates, each with
their own set of processing parameters.
Using pre-defined allocation templates, rather than manually entering processing parameters on an ad-hoc
(on-the-fly) basis, saves you the time required to enter this information during each fulfillment allocation session.
This is particularly true if you handle allocations in relatively the same manner on a daily basis.
Tip When you use an allocation template during an allocation processing session in the Fulfillment
Workbench, you cannot override any settings defined in that template. If you need to use allocation
parameters other than those in a pre-defined template, manually enter them on an ad-hoc basis during
an allocation processing session in the Fulfillment Workbench.
Prior to defining allocation templates, establish the following information in the Epicor application:
• Establish operating parameters for the Advanced Material Management module in the Plant Configuration
Control > Modules > Advanced Material Management sheet. Some of these become the default values
for fields in Allocation Template Maintenance and can be overridden as needed.
• Establish warehouse teams in Warehouse Team Maintenance. Warehouse teams identify employees who can
process transactions that result from allocations. Also specify the warehouse team's assigned warehouses and
the bins, zones, and optionally, items (parts, classes, or groups) for which the warehouse team is responsible.
Menu Path
• Material Management > Inventory Management > Setup > Allocation Template
• Production Management > Job Management > Setup > Allocation Template
• Sales Management > Order Management > Setup > Allocation Template
Epicor ERP | 9.05.607 29


• Customer Relationship Management > Order Management > Setup > Allocation Template
Allocation Template Fields

Some fields on the interface may have a context menu, which is indicated by a triangle in the upper right corner
of the field. To open the context menu, right-click on the field.
Template Code
Click this button to search for existing records. This search program pulls in the record type displayed on the
button label.
Type
This field specifies the type of allocation template being defined:
• Order - Allocation template is defined for use in allocation of sales orders, job orders and transfer orders that
will be picked individually using Pick/Pack or Handheld processing.
• Wave - Allocation template is defined for use in allocation of sales orders, job orders and transfer orders
using wave picking techniques.
Warehouse
This field specifies the warehouse for which the allocation template is being created and in which fulfillment
allocation processing is taking place. Select the warehouse from a list of warehouses previously defined for the
current plant in Warehouse Maintenance.
Demand Type
This field specifies the type of demand order for which allocations are being processed when using this template.
Valid types are:
• Order - Allocate inventory for sales order transactions.
• Job - Allocate inventory for job order transactions.
• Transfer Order - Allocate inventory for transfer order transactions.
Warehouse Zone
This field specifies the warehouse zone that should be searched for available inventory to allocate. Select the
warehouse zone from a list of warehouse zones previously defined for the current plant and warehouse in
Warehouse Zone Maintenance, or leave it blank to search all zones in the specified warehouse.
Bin Type
This field specifies the type of bin zone that should be searched to find available inventory to allocate when this
allocation template is used in the Fulfillment Workbench. Valid types are:
• Standard - Allocate inventory only from bins designated as Standard in the Type field in Warehouse Bin
Maintenance. Standard bins store normal inventory balances (that is, those owned by the company and not
by a customer or supplier).
• Managed - Allocate inventory only from bins designated as Customer Owned or Supplier Owned in the
Type field in Warehouse Bin Maintenance. These are bins that store customer-owned or supplied-owned
(consignment) inventory and do not store normal inventory.
• Both - Allocate inventory from both standard and managed bins.
Search Sort
30 Epicor ERP | 9.05.607

This field specifies how the Fulfillment Workbench should sort available inventory when allocating demand orders
for the current plant. Available options are:
• First In First Out - Sorts results in order by First In, First Out records.
• Last In First Out - Sorts results in order by Last In, Last Out records.
• First Expiry Date First Out - Sorts results by lot expiration date (oldest first) in ascending order.
Note The previous three settings are only used in the Epicor application when it allocates inventory for
lot-tracked items in the Fulfillment Workbench process.
• Bin Ascending - Sorts results by bin in ascending order.

• Bin Descending - Sorts results by bin in descending order.
• Quantity Ascending - Sorts results by quantity in ascending order.
• Quantity Descending - Sorts results by quantity in descending order.
The default value for this field comes from the SO Inventory Search Sort, Job Inventory Search Sort or
Transfer Order Search Sort field settings defined for the current plant in the Plant Configuration Control >
Modules > AMM sheet. The exact default setting is dependent on the demand type selected for the allocation
template in the Demand Type field. The default value for this field can be overridden.
Process Type
This field specifies how inventory allocated (when this allocation template is used in the Fulfillment Workbench)
should be distributed. Valid types are:
• Pick/Pack - Use Pick-Pack transaction processing to pick and distribute the allocated inventory. This involves
printing pick tickets that are used by warehouse personnel when picking the allocated inventory for distribution.
These transactions appear in the Material Queue but cannot be accessed by, or processed using handheld
devices. These transactions are automatically cleared from the Material Queue when using the Packing process
in Customer Shipment Entry.
• Handheld - Use handheld devices when picking, distributing and processing allocated inventory. These
transactions appear in the Material Queue and can only be processed using handheld devices.
Release for Picking
Specifies if the allocated inventory should be immediately released for picking and distribution, or placed on hold
in the Material Queue for release at a later time. Select this check box to immediate release allocated inventory
for picking and distribution.
Clear this check box if the allocated inventory should be placed on hold in the Material Queue. When you use
any of the allocation selections on the Fulfillment Workbench > Actions menu, the allocated items are not
released for picking. They they can only be released to the Material Queue for picking by reselecting the allocated
items in the Fulfillment Workbench and using the Release Allocation for Picking selection.
Enable Cross-Docking
Specifies if the cross-docking functionality should be enabled for the allocated inventory.
Select this check box to automatically create a cross-dock transaction for any transactions that have not been
completed allocated (and there is no inventory able to be reserved) when using this allocation template in the
Fulfillment Workbench. Once available inventory is received on a purchase order, transfer order or job, the Epicor
application searches for cross-dock transactions with a matching part number. If found, the cross-dock transactions
are automatically converted into an allocation for the item.
Clear this check box to disable cross-docking when using this allocation template in the Fulfillment Workbench.
Warehouse Team Assignment
This field specifies the warehouse team assigned to pick transactions allocated when this template is used in the
Fulfillment Workbench. Select the warehouse team from the list of warehouse teams previously defined in
Warehouse Template Maintenance, or leave the field blank to skip assignment of a warehouse team for this
Epicor ERP | 9.05.607 31

allocation template. For more details refer to the Warehouse Template Maintenance topic in the Application
Help.
If you skip this field, you can assign pick transactions to an individual warehouse worker selected in the Warehouse
User Assignment field. You cannot access the Warehouse Team Assignment field if you have already selected an
individual warehouse worker in the Warehouse Team Assignment field.
Warehouse User Assignment
This field specifies the warehouse person assigned to pick transactions allocated when this template is used in
the Fulfillment Workbench. Select the warehouse person from the list of shop floor/warehouse personnel previously
defined in Shop Floor Employee Maintenance, or leave the field blank to skip assignment of a warehouse person
for this allocation template.
If you skip this field, you can assign pick transactions to a warehouse team selected in the Warehouse Team
Assignment field. You cannot access the Warehouse User Assignment field if you have already selected a warehouse
team in the Warehouse Team Assignment field.
Transaction Priority
This field indicates what priority level should be assigned to pick transactions inserted into the Material Queue
when this allocation template is used in the Fulfillment Workbench. Nine levels are available - 1 has the highest
priority while 9 has the lowest priority. The default value is 5. Select the priority level from the list. The default
value comes from the Pick Transaction Priority field setting defined for the current plant in the Plant
Configuration Control > Modules > AMM sheet and can be overridden.
Allow Multiple Parts Per Bin
Select this check box to specify if the Epicor application should place multiple parts (that are picked for inventory
allocated using this template) into a replenishment/forward stocking bin. If this check box is selected, the Epicor
application searches for available replenishment bins/forward stocking bins with like items and allow entry of bin
to bin move transactions up to the number of maximum transactions specified for the bin in Warehouse Bin
Maintenance (if set).
Pack Station
This field specifies the work station to which a worker must take picked inventory to for shipping. Select the
work station from a listing of work stations previously defined in Work Station Maintenance.
Workshop - Add an Allocation Template

Navigate to Allocation Template Maintenance.
Menu Path: Material Management > Inventory Management > Setup > Allocation Template
1. Click New.
2. In the Template Code field, enter XXX-ORDFP (where XXX are your initials).
3. In the Description field, enter XXX Final Product Orders (where XXX are your initials).
4. In the Type field, verify Order defaults.
6. In the Demand Type, verify Order defaults.
7. In the Warehouse Zone field, select XXX Final Product Zone (where XXX are your initials).
8. In the Bin Type field, verify Standard defaults.
32 Epicor ERP | 9.05.607

9. In the Search Sort field, verify Quantity Ascending defaults.

This defaults due to settings in Plant Configuration Maintenance.
10. In the Process Type field, verify Handheld Pick defaults.
11. Select the Release To Picking check box.
12. Select the Enable Cross-Docking check box.
13. In the Warehouse Team Assignment field, select XXX Final Product Team (where XXX are your initials).
14. In the Warehouse User Assignment field, select John J. Lewis.
15. In the Transaction Priority field, select 1.
16. In the Pack Station field, select XXX Shipping Work Station (where XXX are your initials).
17. Click Save and exit Allocation Template Maintenance.
Epicor ERP | 9.05.607 33

Daily Processing Order Fulfillment (Allocation) Course
Daily Processing
Use the Order Fulfillment sheet in the Fulfillment Workbench to process sales order releases. This sheet is
valuable when you require more information to assist in deciding whether to reserve inventory or release material
to the Material Queue.
Allocations
Allocations allow you to link inventory directly to demand for sales orders, jobs, and transfers at the lot\bin\quantity
level. It also has the ability to manually allocate stock from specific lots and bins or through pre-configured
templates. This allows the Epicor application to systematically create all allocations efficiently, allowing orders to
flow to the shop floor. In addition to the efficiency allocations provide, planners now have real time inventory
available to them, indicating very accurate stock levels and fulfillment levels.
A new handheld transaction allows you to auto select the next transaction to complete. This new transaction
requires users to be assigned to warehouse teams with specific tasks assigned to complete. The Epicor application
can now generate a list of those tasks for each user based on the manager's team configuration.
Cross Docking
The cross docking feature enables a planner to create a link between demand and expected inventory (receipts
and production). By creating a cross dock transaction, the planner is telling the Epicor application the next
purchase, transfer order receipt, or job production that is completed with matching stock needs to link to the
matching cross dock record on the queue. The instant the receipt is made, the cross dock transaction becomes
a pick transaction. This allows the shop floor to pick the stock for the allocated order.
The features discussed in this section of the Fulfillment and Allocation process include:
• Reservations/Allocations of Sales Orders
• Allocations
• Cross Docking
Sales Order Entry
Use Sales Order Entry to create and edit sales orders. A sales order is an order that you receive from a customer.
You enter all order headers, lines, and releases through this program. Each order can have multiple order
lines, as well as multiple order releases.
For most ordered parts, jobs are created that directly fill each order release. If you already have parts on the shelf,
you can also use this program to sell these parts out of inventory.
Both Sales Order Entry and the Sales Order Tracker implement Customer Relationship Management (CRM)
security. So, if the user ID is associated with one or more workforce IDs, none of which have View All Territories
permissions, the user sees orders only for the territories for which the workforce IDs are authorized.
Because the Epicor application treats a sales order separately from a job, you can fill customer orders in different
ways.
Example A customer sends you a purchase order requesting 12 releases of an ordered part quantity, one
quantity for each month during the upcoming year. To fulfill this order, you can create a single job that
runs all the parts at once but then ships these release quantities each month from your inventory. You can
also set up four jobs to build the quantity for three months, or you can create 12 jobs, one for each release,
and then ship directly from your manufacturing center.
34 Epicor ERP | 9.05.607

Order Fulfillment (Allocation) Course Daily Processing
Important If the Lock Line Quantity check box is selected and you close the Master Release (Release 1)
of a multiple release sales order line, any remaining open releases for that line will automatically close. You
will receive a warning message if you attempt to close Release 1 when the other releases have not already
shipped. If you unintentionally close Release 1, you must manually reopen the closed releases that have
yet to ship. To avoid this situation, always use the final shipment date for Release 1.
You can also edit any open order through Sales Order Entry. This allows you to react to your customer’s changing
needs and your own internal manufacturing requirements.
If your company uses the Demand Management module, you can use this functionality to automatically generate
both firm and unfirm releases on sales orders. To learn about this module, refer to the Demand Management
topics in the Application Help.
Entry Methods
The following methods are available for entering a sales order:
• Order Entry – Activate the entire header, line, and release functionality.
• Quick Orders – Create a complete order on the Summary sheet.
• Counter Sales – Create walk in purchases that occur over the counter. Parts are pulled directly from inventory.
This entry method is also performed on the Summary sheet.
Other Functionality
Sales Order Entry uses several auxiliary programs that help you create orders and then turn them into jobs. The
Get Opportunity/Quote functionality allows you to pull quote information directly into an order. You can also
apply order based discounts to your quantities. The Order Job Wizard streamlines the job creation process.
Most of this additional functionality is found under the Actions menu. For a complete list of all the functionality
available on this menu, refer to the Sales Order Entry – Actions Menu topic in the Application Help.
Menu Path
• Sales Management > Customer Relationship Management > General Operations > Order Entry
• Sales Management > Order Management > General Operations > Order Entry
• Customer Relationship Management > Sales and Marketing Management > General Operations > Order Entry
• Customer Relationship Management > Order Management > General Operations > Order Entry
Workshop - Create New Sales Orders
In this workshop, create two sales orders to explain three different functionalities in the Order Fulfillment process
(Cross Docking, Reserve and Release Parts for Picking, Allocation Process using the Allocation Template).
Create a Sales Order for the A1-XXX Part
A sales order arrived from Dalton Manufacturing for 50 units of the A1-XXX (where XXX are your initials) part
to be delivered four weeks from today. The part has been entered into the Epicor application but no inventory
is carried for this part yet.
Navigate to Sales Order Entry.
Menu Path: Sales Management > Order Management > General Operations > Order Entry
Epicor ERP | 9.05.607 35

Tip The CRM menu path is: Customer Relationship Management > Order Management > General
Operations > Order Entry
1. From the New menu, select New Order.
2. In the Customer field, search for and select Dalton.
3. In the PO field, enter any number.
4. In the Need By field, enter the date four weeks from today.
5. In the Ship By field, enter the date two days before the Need By date.
6. Navigate to the Lines > Detail sheet.
7. From the New menu, select New Line.
8. In the Part/Rev field, enter A1-XXX (where XXX are your initials) and press Tab.
9. In the Order Quantity field, enter 50.
10. In the Unit Price field, enter 10.
11. Click Save.
12. Navigate to the Summary sheet.
13. Record the sales order number_______________.
14. Remain in Sales Order Entry.
Create a Sales Order for the A2-XXX Part
Two days later another sales order is placed from Dalton Manufacturing for 50 units of the A2-XXX (where XXX
are your initials) part to be delivered 2 weeks from today.
2. In the Customer field, enter Dalton and press Tab.
4. In the Need By field, enter the date two weeks from today.
6. Navigate to the Lines > Details sheet.
36 Epicor ERP | 9.05.607

11. Click Save.
14. Exit Sales Order Entry.
Cross Docking
Cross docking is a function that enables a planner to create a link between demand and expected inventory
(receipts and production). There may be some stock on-hand (or none at all) for a specific part, but by creating
a cross dock transaction, the planner can inform the Epicor application that the next receipt (purchase, transfer
or job order production) that is completed with matching stock needs to be linked to the matching cross dock
record on the work queue. At the instant the receipt is made, the cross dock transaction becomes a pick transaction,
allowing your shop floor/warehouse personnel to pick the stock for the linked allocated order.
Cross docking takes place if the Enable Cross Docking check box has been selected in Ad Hoc Allocation
Template (or in the allocation template) when using one of the allocation selections on the Fulfillment
Workbench > Actions menu.
• When you do this, the application automatically creates cross-dock transactions for any order transactions
that have not been completely allocated (available inventory quantity is less than the ordered quantity), or
there is no inventory in the warehouse that can be reserved or allocated.
• If the required available quantity is short, the application automatically inserts a new transaction into the
Material Queue. This transaction cannot be transacted upon; it is information only and contains a special
transaction type that identifies it as such.
• Once available inventory is received on a purchase order, transfer order or job, and completed for the same
warehouse in which the cross-dock transaction was created, the application honors that allocation. It searches
for cross-dock transactions with a matching part number. If found, it automatically converts the cross-dock
transactions into an allocation for the item. At the instant the receipt is made, the cross dock transaction
becomes a pick transaction, allowing your shop floor/warehouse personnel to pick the stock for the linked
allocated order.
• If you are using a two-step putaway process, instead of allowing all of the received items to be put-away, the
application only allows the difference between the receipt and cross-dock quantities to be put-away. For
example, if 100 units were received, but 20 units have been cross docked, only 80 can be put away. The other
20 are automatically picked to the cross docked transactions. If you are not using a two-step putaway process,
the Epicor application generates the pick transaction once inventory is directly received into the primary or
section bin designated for the item.
Workshop - Cross Dock Transaction
The sales order for Dalton Manufacturing for the A2-XXX (where XXX are your initials) part has been processed,
so now you must allocate the new part to satisfy the order. However, as this is the very first order for this part,
the company does not carry any stock. Therefore, you are going to use the Cross Docking functionality to allocate
this part so the part is reserved in case of future unexpected demand.
Generate a Cross Dock Transaction

Navigate to the Fulfillment Workbench.
Epicor ERP | 9.05.607 37

Menu Path: Material Management > Inventory Management > General Operations > Fulfillment Workbench
1. Navigate to the Order Fulfillment sheet.
2. Click the Search button.

The Fulfillment Workbench Search window displays.
3. In the Order Number field, enter the sales order number created in the Workshop - Create a Sales Order
for the A2-XXX Part and click Search.
4. In the Search Results grid, select the sales order and click OK.
5. In the Sales Orders grid, in the sales order line, select the Select check box.
6. From the Actions menu, select Allocate > Allocate By Part.

The Allocation Process Criteria window displays.
7. In the Allocation Template section, clear the Ad Hoc check box.
8. In the Allocation Template field, select XXX Final Product Orders (where XXX are your initials).
9. Click the Continue button.
10. To the confirmation message, click OK.
11. In the Sales Orders grid, in the Crossed Docked Qty column, verify 50 displays.
12. Click Save and exit Fulfillment Workbench.
Review Cross Dock Transactions

Navigate to Cross Dock.
Menu Path: Material Management > Inventory Management > General Operations > Cross Dock
1. From the Standard toolbar, click the Binoculars (search) icon.

The Search Form window displays.
2. In the Sort By field, select OrderNum and click Search.
3. In the Search Results grid, select the sales order created in the Workshop - Create a Sales Order for
the A2-XXX part and click OK.
4. In the Cross Dock List grid, review the cross dock transaction.
5. Exit Cross Dock.
38 Epicor ERP | 9.05.607

Purchase Order Entry
Use Purchase Order Entry to enter and print all new purchase orders and to change existing orders.
• To print the purchase order open in the program, on the Standard toolbar, click the Print button, or from
the File menu, select Print.
• To mass print multiple purchase orders, from the program's Actions menu, select Mass Print.
If you have the Epicor application set up to handle consolidated purchasing and are logged into the central
purchasing company, you can create consolidated purchase orders in this program.
For more information, refer to the Consolidated Purchasing topic in the Application Help.
Menu Path
• Material Management > Purchase Contracts Management > General Operations > Purchase Order Entry
• Material Management > Purchase Management > General Operations > Purchase Order Entry
Common Functions
Following are the common Purchase Order Entry functions:
To Do This
Add, edit, or delete a Memo for the current From the Actions menu, select Memo, or on the Standard
record toolbar, click Memo.
Review, add, edit, or delete Attachments for From the Actions menu, select Attachments, or on the
the current record Standard toolbar, click Attachments.
Review the Change Log for the current record From the Actions menu, select Change Log, or on the
Standard toolbar, click Change Log.
Workshop - Create a Purchase Order
In this workshop, create a purchase order for the A2-XXX and A1-XXX (where XXX are your initials) parts and
receive them to inventory to satisfy sales orders for Dalton Manufacturing.
Enter a Purchase Order

Navigate to Purchase Order Entry.
Menu Path: Material Management > Purchase Management > General Operations > Purchase Order Entry
1. From the New menu, select New PO.
2. In the Supplier field, search for and select A-Z Metals.
3. Navigate to the Lines > Detail sheet.
Epicor ERP | 9.05.607 39

6. In the Our Qty field, enter 100.
7. In the Due Date field, select the date one week from today.
8. Click Save.
11. In the Our Qty field, enter 100.
12. In the Due Date field, select the date two weeks from today.
13. Click Save.
15. Select the Unapproved check box.

The purchase order status changed to Approved.
16. Click Save and record the purchase order number______________.
17. Exit Purchase Order Entry.
Receive the First Purchase Order Line

Navigate to Receipt Entry.
Menu Path: Material Management > Shipping / Receiving > General Operations > Receipt Entry
1. From the New menu, select New Receipt.
2. In the PO field, enter the purchase order number created in the previous workshop and press Tab.
3. In the Packing Slip field, enter the purchase order number and click Save.
4. From the New menu, select New Stock Line.

The Stock > Detail sheet displays.
5. In the Line field, enter 1 and press Tab.
6. In the Stock Location section, in the Warehouse field, select Main.
7. In the Bin field, verify the XXXFINPB (where XXX are your initials) bin displays.
8. Select the Line Received check box.
9. Navigate to the Summary > Received Lines sheet.
10. In the Received Lines grid, verify the purchase order line for the A2-XXX (where XXX are your initials) part
displays.
11. Click Save and exit Receipt Entry.
40 Epicor ERP | 9.05.607

Verify Stock Quantities

Navigate to the Part Tracker.
Menu Path: Material Management > Shipping / Receiving > General Operations > Part Tracker
1. In the Part field, enter A2-XXX (where XXX are your initials) and press Tab.
The On Hand > Plants sheet displays.
2. In the Plants grid, scroll to the right to see the value in the OnHandQty column.
The on hand quantity is now 100.
3. Exit the Part Tracker.
Review Cross Dock Transactions
The stock quatities are now replenished therefore the stock dock transaction for the A2-XXX (where XXX are
your initials) part should have been cleared from the Cross Dock list.
Navigate to Cross Dock.
Menu Path: Material Management > Inventory Management > General Operations > Cross Dock
1. From the Standard toolbar, click the Binoculars (search) icon.

The Search Form window displays.
2. In the Sort By field, select OrderNum and click Search.
3. Click the Select All button and click OK.
4. In the Cross Dock List grid, review the cross dock transactions.
The previously generated Cross Dock transaction no longer displays in the Cross Dock List.
5. Exit Cross Dock.
Handheld Overview
The Epicor Handheld functionality is an online application that allows you to enter labor and inventory transactions
into handheld RF (Radio Frequency) devices while work is performed on the shop floor. This provides management
with a current view of what is occurring on the shop floor by employee and by job.
Other features of the module include:
• Work queues have a prioritized work schedule and provide information directly to the shop floor such as part
drawings and job operation information.
• Employee pictures display to assist with security.
• Hours can be distributed over multiple jobs when one employee performs multiple jobs. Also, when two or
more employees work on one job operation, the hours can be split.
Epicor ERP | 9.05.607 41

• Use of a touch screen and bar code handheld device interface to increase transaction speed when updating
labor and inventory transactions. These methods help reduce data entry errors. Run a labor edit listing to
review labor activity and draw management's attention to potential errors and possible corrections.
• Use the Handheld functionality to manage inventory quantities, along with parts, bins, lots, and serial numbers
directly from handheld devices. This allows handheld devices to utilize the same functionality as the screen-based
Manufacturing Execution System (MES) functionality that is operated on stationary devices.
To test the Handheld functionality on a computer, use Handheld Menu
Important If you are not authorized to use a program, a message displays that states the security restriction.
Workshop - Handheld Picking
Now that 100 pieces of the A2-XXX (where XXX are your initials) part are received to stock, the Epicor application
automatically generates a new transaction for 50 pieces, as this is the cross docked amount.
Log in to the Handheld Manufacturing Execution System (MES)

Navigate to Demo Menu.
Menu Path: Production Management > Data Collection > Handheld > Demo Menu
®
1. In the Employee ID field, enter 197 (John J. Lewis) and click the Login button or press the F2 key.
Process the A2-XXX Part
1. Select the 3-Material Handling option.
2. Select the 4-Material Queue option.
3. Using the right arrow button or the F4 key search for the A2-XXX (where XXX are your initials).
4. Click the Select button or press the F2 key.
5. Click the Close button or press the Esc key.
6. Select the 5-My Material Queue option.
7. Using the right arrow button or the F4 key search for the A2-XXX (where XXX are your initials).
8. Click the Process button or press the F2 key.
9. In the Oty field, verify the quantity of 50 displays.
10. Click the Save button or press the F2 key.
11. Click the Close button or press the Esc key.
12. Click the blue open door icon in the bottom right corner.
13. To the Exit Epicor Handheld? message, click Yes.
42 Epicor ERP | 9.05.607

Generate New Demand for the A2-XXX Part
In this section of the course generate new demand for the A2-XXX (where XXX are your initials) part by entering
new sales order and cross docking the required quantities to satisfy this order. You start with verifying the current
stock onhand quantities for this past and proceed to entering a new sales order (demand). Finally, you cross dock
the required quanties and review the generated cross dock transaction.
Workshop - Review Stock Quantities for the A2-XXX Part

Menu Path: Material Management > Inventory Management > General Operations > Part Tracker
3. Navigate to the On Hand > Warehouses sheet.
4. In the Qty On Hand column, notice the on hand quantity for the Main warehouse is 50 units. The other
50 units were moved to the Shipping Area warehouse using Handheld in Workshop - Handheld Picking.
Workshop - Create a New Sales Order for the A2-XXX Part

Navigate to Sales Order Entry.
Menu Path: Sales Management > Order Management > General Operations > Order Entry
Operations > Order Entry
2. In the Customer field, enter Dalton and press Tab.
4. In the Need By field, enter the date two weeks from today.
6. Navigate to the Lines > Details sheet.
Epicor ERP | 9.05.607 43

11. Click Save.
14. Exit Sales Order Entry.
Workshop - Create a New Cross Dock Transaction

Navigate to the Fulfillment Workbench.
Menu Path: Material Management > Inventory Management > General Operations > Fulfillment Workbench

3. In the Order Number field, enter the sales order number created in the Workshop - Create a New Sales
Order for the A2-XXX Part and click Search.
6. From the Actions menu, select Allocate > Allocate By Part.

The Allocation Process Criteria window displays.
7. In the Allocation Template section, clear the Ad Hoc check box.
8. In the Allocation Template field, select XXX Final Product Orders (where XXX are your initials).
9. Click the Continue button.
10. To the confirmation message, click OK.
11. In the Sales Orders grid, in the Allocated column, verify 50 displays.
The original sales order quantity was 70 unit but only 50 units got allocated as 50 units were crossed docked
in the previous order for this part.
12. In the Sales Orders grid, in the Fulfilled column, verify 50 displays.
The quantity of 50 units was fulfilled for this order as the original stocked quantities were 100 units and 50
units were already crossed docked when the first order was satisfied for Dalton for this part.
13. In the Sales Orders grid, in the To Fulfill column, verify 20 displays.
This is the quantity required to fulfill this order.
14. In the Sales Orders grid, in the Crossed Docked Qty column, verify 20 displays.
As there are no onhand quantities left in stock, 20 units were cross docked automatically once the stock is
replenished.
15. Click Save and exit the Fulfillment Workbench.
44 Epicor ERP | 9.05.607

Workshop - Receive the Second Purchase Order Line
In this workshop, receive the second purchase order line entered in the Workshop - Create a Purchase Order.
Navigate to Receipt Entry.
Menu Path: Material Management > Shipping / Receiving > General Operations > Receipt Entry
1. From the New menu, select New Receipt.
2. In the PO field, enter the purchase order number created in the Workshop - Create a Purchase Order
and press Tab.
3. In the Packing Slip field, enter the XXXX (where XXXX are the last four digits of you phone number).
4. Click Save.
5. From the New menu, select New Stock Line.

The Stock > Detail sheet displays.
6. In the Line field, enter 2 and press Tab.
7. In the Stock Location section, in the Warehouse field, select Main.
8. In the Bin field, verify the XXXFINPB (where XXX are your initials) bin displays.
9. Select the Line Received check box.
10. Navigate to the Summary > Received Lines sheet.
11. In the Received Lines grid, verify the purchase order line for the A1-XXX (where XXX are your initials) part
displays.
12. Click Save and exit Receipt Entry.
Verify Stock Quantities

Menu Path: Sales Management > Order Management > General Operations > Part Tracker
Operations > Part Tracker
The on hand quantity is now 100.
Epicor ERP | 9.05.607 45

Submit the Sales Order For Picking
Use the Fulfillment Workbench to assign a shipping warehouse and bin to multiple or all open sales orders
that need a shipping location set. This functionality is useful to assign a single warehouse and bin to a large
number of transactions.
Workshop - Submit the Sales Order For Picking
This workshop demonstrates how parts are reserved and released for picking using the Fulfillment Workbench.
The second sales order for Dalton was processed and the parts are manufactured. Now you must reserve and
release the items for picking to satisfy the order demand.
Navigate to Fulfillment Workbench.
Menu Path: Sales Management > Order Management > General Operations > Fulfillment Workbench
Operations > Fulfillment Workbench

3. In the Order Number field, enter the sales order number created in the Workshop - Create a Sales Order
for the A1-XXX (where XXX are your initials) part and click Search.
6. From the Actions menu, select Reserve And Release For Picking > Primary Warehouse Only.
This reserves the full needed quantity for all sales order lines.
7. To the reserved confirmation message, click OK.

The message informs you how many line releases are reserved.
The Fulfillment Workbench Release For Picking Options window displays.
8. In the Pick date assignment option field, select Ship By Date and click OK.
9. To the Do you want to print the released items? message, click No.
10. In the Sales Orders grid, in the Picking column, verify 50 displays.
11. Click Save and exit Fulfillment Workbench.
46 Epicor ERP | 9.05.607

Workshop - Handheld Picking
In the previous workshop, part A1-XXX was reserved and released for picking using the Fulfillment Workbench.
Now the shop employee must process the part with the Handheld Manufacturing Execution System on the shop
floor.
Navigate to Demo Menu.
Menu Path: Production Management > Data Collection > Handheld > Demo Menu
®
1. In the Employee ID field, enter 197 (John J. Lewis), and click the Login button or press the F2 key.
2. Select the 3-Material Handling line.
3. Select the 4-Material Queue line.
4. In Material Queue, using the right arrow button or the F4 key, search for the A1-XXX (where XXX are
your initials) part.
5. Click the Select button or press the F2 key.
6. Click the Close button or press the ESC key to close Material Queue.
7. Select the 5-My Material Queue option.
8. In the My Material Queue record, using the Right Arrow button or the F4 key, search for the A1-XXX
(where XXX are your initials) part.
9. Click the Print Tags button.
10. Click the Print button or press the F2 key.

The Print window displays.
11. Click Cancel to cancel printing.

For the purpose of this course, you do not print tags due to the task of setting up a printer.
12. Click the Close button or press the Esc key to close Print Tags.
13. Click the Process button or the F2 key to process this queue.
14. Review the following information:

• The Type to make sure the part going to the correct location.
• The Quantity is correct.
• The From location is the stock location where the parts are stored.
• The To location is where they are being moved.
15. Click the Save button or press the F2 key.

Notice the part no longer displays in the My Material Queue record.
Epicor ERP | 9.05.607 47

Conclusion Order Fulfillment (Allocation) Course
16. Click the Close button or press the ESC key to close My Material Queue.
17. Click the Blue Open Door icon in the bottom right corner.
18. To the Exit Epicor Handheld? message, click Yes.
Conclusion
Congratulations! You have completed the Order Fulfillment (Allocation) 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.
48 Epicor ERP | 9.05.607

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this site, you need a Site ID and an EPICweb account. To create an
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Order Fulfillment (Allocation)

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4 Epicor ERP | 9.05.607

Order Fulfillment (Allocation) Course

Epicor ERP | 9.05.607 5

Before You Begin

Specific audiences will benefit from this course.

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Epicor ERP | 9.05.607 7

4. From the Main menu, select the Main Plant.

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Fulfillment Workbench Reservation and Allocation Processing

Epicor ERP | 9.05.607 9

10 Epicor ERP | 9.05.607

Fulfillment Workbench - Order Fulfillment

Fulfillment Workbench Search - Order Fulfillment

Epicor ERP | 9.05.607 11

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Epicor ERP | 9.05.607 13

Employee Maintenance Fields

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Workshop - Modify Employee Records

1. In the ID field, search for and select John J. Lewis (197).

3. Click Save and exit Employee Maintenance.

Epicor ERP | 9.05.607 15

Warehouse Zone Maintenance

Warehouse Zone Fields

Workshop - Add a Warehouse Zone

1. In the Warehouse field, verify Main defaults.

5. Click Save and exit Warehouse Zone Maintenance.

16 Epicor ERP | 9.05.607

Warehouse Bin Maintenance

Warehouse Bin Fields

Epicor ERP | 9.05.607 17

Workshop - Add a Bin Record

1. In the Warehouse field, verify Main defaults.

6. In the Max Fill field, enter 1,000.

7. Select the Replenishable check box.

8. Click Save and exit Warehouse Bin Maintenance.

18 Epicor ERP | 9.05.607

Warehouse Team Maintenance

Warehouse Team Fields

Epicor ERP | 9.05.607 19

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Warehouse Zones Sheet

Workshop - Add a Warehouse Team

1. From the New menu, select New Team.

5. Click the blue arrow button.

8. In the Priority field, enter 1 and click Save.

9. Navigate to the Detail > Warehouses > Detail sheet.

10. From the New menu, select New Team Warehouse.

11. In the Warehouse field, select Main.

12. In the Priority field, enter 1.

15. Click Save and exit Warehouse Team Maintenance.

Epicor ERP | 9.05.607 21

22 Epicor ERP | 9.05.607

Workshop - Enter New Part Records

Enter the First Purchased Part

1. From the New menu, select New Part.

2. Enter the following information:

3. Accept all other defaults.

5. Navigate to the Part > Plants > Detail sheet.