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Customer Managed Inventory Step-by-Step

Customer Managed Inventory Step-by-Step

Owned by Tina Brady (Deactivated)
Jul 20, 2021
2 min read

  1. The example Customer is R&D001.

  2. A Supplier is created to accommodate the receipt of a Part from a Customer. Set the Supplier ID to the same as the Customer ID to make the relationship more obvious.

  3. Customer R&D001 is updated with the Managed Supplier.

  4. A Warehouse is created for the Managed Property.

  5. A Customer Managed Bin is added to the Warehouse for this Customer. The Bin ID is set to the same as the Customer ID to make the relationship more obvious.

  6. Create a Purchase Order to receive the Customer Manage Inventory.



  7. Receive into the Customer Managed Bin.

  8. Create a Sales Order and use the Order Job Wizard if you need to create a Job to work the Customer Managed Inventory.

  9. Add an Operation and Material to the Job.

  10. Issue Material to the Job from Customer Managed Inventory.

  11. Ship the Order from the Job.

  12. Enter Time and Complete the Operation and Job.

  13. Complete and Close the Job.

  14. Review Part Transaction History Tracker.

    1. Transactions are:

      1. PUR-CMI: Purchase to Customer Managed Inventory

      2. STK-MTL: Stock to Material

      3. MFG-CUS: Customer Shipment from Job

 

 

 

 

Information about navigating the Epicor ERP application

*For a basic quote-to-cash scenario that’s only 36 pages, System Flow education doc is here on SharePoint. 
*The rest of the Education documents are good guides to basic Epicor functionality.