How to Issue Material in Epicor Kinetic
how to issue material in epicor
Also searched as
- epicor material substitution
- epicor material request queue
- epicor advanced material management
- epicor issue material to job
Short answer
In Epicor Kinetic you issue material to a job either manually with Issue Material (against the job material line, from a bin and lot) or automatically through backflush when labor is reported. Substitutions are handled by changing the job material part or using the alternate part on the material line, and requests can be routed through the material queue so the warehouse pulls and issues them.
Applies to: Epicor Kinetic and ERP 10.x with Job Management and Inventory Management; Advanced Material Management adds queue-driven pulls.
Issue material to a job
- 1Confirm the job is released and the material line is not already fully issued. Check Job Entry, Materials tab.
- 2Open Issue Material from the menu search, or use the issue action from the job material line.
- 3Select the job, assembly and material sequence you are issuing against.
- 4Choose the from warehouse and bin, and the lot or serial number if the part is tracked.
- 5Enter the quantity. Issue to the material line, not to the job in general, so costs and requirements stay correct.
- 6Save the transaction. The issued quantity updates on the material line and the on-hand drops.
- 7If the material should consume automatically, set the line to backflush so it issues when operation quantities are reported.
- 8Check that the issued quantity and cost appear on the job before closing the operation.
Manual issue versus backflush
Manual issue gives you control. Someone picks the parts, issues them to the job and the system records exact lot, bin and cost. It suits expensive, serialized or lot controlled items.
Backflush issues material based on completed operation quantity. It saves transactions for cheap components but depends on accurate on-hand and bin defaults. If stock is wrong, backflush can drive negative inventory or fail.
Many shops mix both: backflush for fasteners and bulk, manual for key components. The choice is a flag on the job material line, defaulted from the BOM.
Material substitution
If a different part is used, update the job material to the substitute before issuing, so the right part is consumed and costed. Where your engineering setup defines alternates, use those; otherwise add the replacement as a new material line and remove or reduce the original.
Changing material on a released job can affect planning, purchasing demand and traceability, so follow your change-control rules. For regulated work, record the reason.
Material request queue
A material queue lets production request material from the warehouse. The warehouse sees the open requests, pulls to the job and issues, so shop-floor users do not touch inventory directly.
This is useful in larger plants where stores and production are separate roles. It requires the relevant material management features to be enabled and security assigned to the right groups.
Try it here, free
Epicor Kinetic Job Status Reference
A searchable lookup of the job lifecycle flags and related fields in Epicor Kinetic job entry, so you can build BAQs and dashboards with the right filter.
Common pitfalls
- !Issuing from a bin with no on-hand and creating negative inventory.
- !Issuing to the wrong assembly sequence on multi-level jobs.
- !Substituting a part without updating the job, so costs and traceability are wrong.
- !Backflushing without keeping bin and on-hand accurate.
- !Giving shop-floor users inventory adjustment rights when the queue would do.
How an ERP-grounded AI assistant handles this
A grounded assistant can answer why a job shows material short, which jobs are waiting on issue and where stock sits in other bins, from live data. It can propose an issue or substitution for a stores person to approve; it does not post transactions without that approval.
Frequently asked questions
How do I issue material to a job in Epicor?
Use Issue Material, select the job, assembly and material sequence, choose the warehouse, bin and lot, enter the quantity and save. The issued quantity then shows on the job material line.
What is backflush in Epicor?
Backflush consumes material automatically when you report operation quantities, instead of issuing it by hand. It is a flag on the job material line and relies on accurate inventory.
Can I substitute a part on a released job?
Yes, by changing or adding the material line, subject to your change control. Do it before issuing so cost and traceability follow the part actually used.
Why can I not issue material to a job?
Common causes are the job not released, the material line fully issued, no on-hand in the chosen bin, or missing security. Check each in that order.
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