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    How to Create and Track Jobs in Epicor ERP

    Epicor Job Management

    Epicor Job Entry and Job Tracker 

    Job tracking is a critical ERP functionality for manufacturers. By holding all the information on the materials, operations and assembles required to manufacturer a specific part, the ERP job manager helps users keep production processes in order. Epicor’s Job Management module delivers comprehensive production control and innovative tools to maximize profitability and drive continuous improvement.  

    But in order to optimize your production performance, you’ll first need to know how to create and view jobs in Epicor ERPUse our brief overview of the Epicor Job Entry and Job Tracker to get started.  

    Create New Job 

    To create a new job, navigate to the Job Entry menu. There, you’ll click the down arrow next to the new button. Then, click New Job. 

    Epicor Job EntryImage from Epicor ERP Knowledge On Demand Video

    The New Job Number window will be displayed. You can enter your own New Job number or click Next Job to use the next number in the database. 

    Epicor Job EntryImage from Epicor ERP Knowledge On Demand Video

    Once you’ve assigned a number, a new record of the job will be created.

    Track Jobs 

    The Job Tracker allows you to review or track information for each job. It shows the same information as Job Entry, but it will only let you view the data, not edit it. To review a job, enter or search for the job number. The following information will be displayed: 

    Epicor Job TrackerImage from Epicor ERP Knowledge On Demand Video

    • The Job/Part section contains part information.  
      • The Group field displays different types of parts you sell. If the part exists in your part master file, the product group appears by default.
      • The Type field displays the type of jobs.The Job/Part section contains part information. The Job/Part section contains part information.
    • The Quantities section shows information for the quantity manufactured.
    • The Status section indicates whether a job is open or closed, planned and confirmed for production, has a completely planned manufacturing process and is ready to be manufactured. 
    • The Dates section displays the required by, start and due dates for manufacturing the part.  
    • The Project section shows the Project ID and Project Phase, if applicable.
      • Projects group related sales orders and jobs together, helping you manage large deliveries.  
    • An Analysis Code might also be displayed. These codes segregate job costs within the project analysis data.  
    • In the Scheduling Priority section, the Priority field indicates whether the global finite scheduling process should schedule this job ahead of other jobs in the queue.  
    • Some jobs may have a job code, which groups related jobs together in reports and programs. If the current record is a new job, NW might display in this field.  
    • The contract number is displayed in the Planning Contract section, if applicable. 
    • The Demand Summary sheet displays the job’s total demand links.  
    • The Make To Stock, Make To Order and Make To Job sheets display the details for each demand link.  

    To retrieve transactions, click Auto Retrieve Transactions under the Actions drop-down menu. The transactions are automatically retrieved for each record you select. You can then review these transactions on other sheets within the Job Tracker.  

    Epicor Job TrackerImage from Epicor ERP Knowledge On Demand Video

    Wrap Up  

    At Datix, we do whatever we can to simplify ERP user adoption. An Epicor Gold Partner, our certified consultants provide comprehensive resources, training and services from start to finish to help you maximize the value of your software investment.  

    For Epicor overviews and tutorials, check out our ERP demos site and get in touch with one of our experts today!  

    CONTACT AN EXPERT AT DATIX TODAY!

    Jessica Staley

    Jessica Staley

    With multiple certifications in Epicor ERP, Salesforce and Microsoft Dynamics 365 CRM, Jessica has the expertise to manage various enterprise software projects and address each client’s unique pain points. As COO, she provides Datix with the vision and leadership necessary to deliver optimal solutions to manufacturers and distributors.

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