We use constrained materials. And we keep our lead times up to date. We have a few resources that are not heavily scheduled. If our material has a 3 day lead time. We don’t want epicor to schedule that operation before the material can feasibly be here. Using constrained materials helps us ensure operations aren’t scheduled before feasibly possible.
I had set up something that sounds similar. Here’s a quick overview. I put UD fields on the APChkGrp and CheckHed tables. Both fields I named ‘Authorized_c’. Then I set up method directives and data directives to allow only specific users to update the Authorized field. (Our CFO authorizes checks, our CEO is the backup if the CFO is unavailable). The BPMs ensure each user can only enter their credentials and only those two users can enter anything, the clerk can clear the field to unauthorize a group, but he can’t change it to anything else. And the clerk can’t add checks to a group that is already authorized. When the ud field on the APChkGrp is successfully filled in, the BPMs update the UD field on the CheckHed table with the same info. the field on the CheckHed table cannot be directly edited. If the APChkGrp UD field is cleared, I clear the CheckHed UD field. When the clerk selects Process Payments to print checks one of the BPMs verifies that they CheckHed UD field is populated c
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