Multi-Site Transfer Package Control Identification

Epicor ERP
Multi-Site Transfer Package

Control Identification Course
10.2.600
Disclaimer
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10.2.600
Revision: April 15, 2020 9:26 p.m.
Total pages: 42
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Multi-Site Transfer Package Control Identification Course Contents
Contents
Introduction............................................................................................................................4
Before You Begin....................................................................................................................5
Modules Licensing...........................................................................................................................................5
Audience.........................................................................................................................................................5
Prerequisites....................................................................................................................................................5
Environment Setup..........................................................................................................................................6
Workshop Constraints..............................................................................................................................7
Transfer PCIDs Overview........................................................................................................8
PCID Processing.............................................................................................................................................10
Add Parts to a PCID................................................................................................................................10
Review PCID Information........................................................................................................................13
Enter Transfer Order...............................................................................................................................14
Release the Transfer Order to Picking......................................................................................................16
Process Transaction for Part TS-01..........................................................................................................17
Review the Part Tracker..........................................................................................................................17
Review PCID Status.................................................................................................................................18
Process Transaction for Parts TS-01 and SD-01........................................................................................18
Process Transaction for Part MS-01.........................................................................................................22
Transfer Full PCID to Shipping........................................................................................................................24
Process Material Transaction...................................................................................................................26
Transfer PCID - Transfer Order Shipment........................................................................................................28
Ship the Metal Rod Parts.........................................................................................................................31
Unpick Transferred PCID................................................................................................................................32
Process Material Transaction...................................................................................................................35
Unpick the Transfer Order.......................................................................................................................37
Receiving PCIDs.............................................................................................................................................38
Receive PCID...........................................................................................................................................39
Conclusion.....................................................................................................................................................41
Epicor ERP | 10.2.600 3

Introduction Multi-Site Transfer Package Control Identification Course
Introduction
This course is a follow up of the Package Control Identification course and will teach you how to supply
multiple sites with raw materials from a central location by transferring PCIDs from site to site.
When you complete the course, you will be able to:
• Transfer PCIDs from one site to another.
• Transfer full PCIDs to shipping.
• Ship PCIDs using Transfer Order Shipment.
• Unpick transfer order items tied to STATIC and DYNAMIC PCIDs.
• Receive PCIDs.
4 Epicor ERP | 10.2.600

Multi-Site Transfer Package Control Identification Course Before You Begin
Before You Begin
Read this topic for information you should know in order to successfully complete this course.
Modules Licensing
The following modules must be licensed to complete all the workshops in this course:
• Advanced Material Management
• Inventory Management
• Shipping Receiving
Audience
Specific audiences will benefit from this course.

• Shop Floor Managers
• Material Managers
• Production Managers
Prerequisites
To complete the workshops in this course, the necessary modules must be licensed and operating in your training
environment. For more information on the modules available, contact your Epicor Customer Account Manager.
It is also important you understand the prerequisite knowledge contained in other valuable courses.
• Package Control Identification Course - Package Control functionality allows you to track an item you
receive into a site or manufacture, the item's movement throughout the site on the shop floor, through picking
an order to the shipment to the customer. The Control ID is the unique identifier against which you place
these transaction types. These transactions types include purchase order receipt transactions, production
transactions, inventory movement transactions, pick transactions, shipping transactions, and job receipt to
inventory transactions, amongst others. You can also associate these PCIDs with a set of predetermined or
user-defined physical characteristics. This course teaches you how to receive, manufacture, move inventory,
pick and ship a sales order using the Package Control functionality.
Epicor ERP | 10.2.600 5

Before You Begin Multi-Site Transfer Package Control Identification 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.
Note There are two interfaces styles in Epicor ERP, the modern shell (default) and Classic. The course
instructions assume that you logged on using the modern shell and subsequently clicked the menu tile, or
that you logged on using Classic. Some course steps may specifically mention one interface or the other.
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 version as the Epicor application. The
demonstration database is installed from the Epicor Administration Console using the "Add Demo
Database" command under Database Server. See Epicor ERP installation guides for details. If you are an
Epicor Cloud ERP customer (and have licensed embedded education), the demonstration database is
installed for you.
• 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. If you are an Epicor Cloud ERP
customer see section below.
2. Log in to the training environment using the credentials epicor/epicor. If you are logged into your training
environment as a different user, from the Options menu, select Change User.
Note You must have Security Manager credentials to access system administration programs such
as Company Configuration or Site Configuration. The epicor user ID has the required security
credentials.
3. From the Main menu, select the company Epicor Education (EPIC06).
4. From the Main menu, select the Main Site.
Epicor Cloud ERP Specific Information

Note If you are an Epicor Cloud ERP customer, then note the following about your Epicor-hosted education
company. All logins referenced in the course (such as manager, or epicor) should be changed to be the
6 Epicor ERP | 10.2.600

Multi-Site Transfer Package Control Identification Course Before You Begin
<site ID>-. For example, if your site ID is 98315, then wherever you are instructed to use the login epicor,
instead use 98315-epicor. The password is 'Train18!'.
Note To refresh your Epicor training data, enter a support ticket in EpicCare and include your site ID.
Workshop Constraints
The workshops in this course can be performed only once in each instance of a restored (refreshed) shared
database. If a user has already completed these workshops in the database, the database must be restored
(refreshed) before another user can complete this course.
Epicor ERP | 10.2.600 7

Transfer PCIDs Overview Multi-Site Transfer Package Control Identification Course
Transfer PCIDs Overview
In Epicor ERP, when a site has demand for an item supplied(or available) from another site you create a transfer
order. The entered order creates demand within the supplying site, so you can react to fulfill this demand.
Companies today require efficient processes throughout their business. For example, a company that has multiple
sites and need to supply or be supplied with materials within those sites. This could be a company that moves
large amounts of product on a pallet (bulk paper, skids of steel sheets) and use a PCID identifier for the pallet
containing the items, rather than entering part and quantity individually.
Example Let's say a pallet is a single PCID, and there is demand at another site for fifty cases of a variety
of paper. Twenty cases of white, twenty cases of yellow, and ten cases of red. Therefore, a forklift driver
scans each case onto a PCID pallet and the PCID is then shipped and received at the other site. If the other
site is PCID enabled the items can either be moved into inventory as a single scan PCID or emptied by the
individual cases.
Example Another example is a company that works with many parts and wants to fill and send an individual
container (a grocery cart or permanent forklift container). If the company ships the container that is not
tied to a PCID number, the shipping personnel would have to enter each item onto the pack with its related
quantity, once the items are picked from inventory. Utilizing the PCID, the items can be picked from
inventory and placed on to the pallet and shipped under the PCID identifier as one unit.
The following diagram shows a high level Epicor ERP Transfer process along with where you can enter or accept
a PCID:
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Multi-Site Transfer Package Control Identification Course Transfer PCIDs Overview
Using the Material Request Queue, once you release demand (items) for picking, you can either pick the product
and place it in an existing PCID, or create a new one at the time you are processing a material transaction. Once
you process the material transaction, Epicor ERP automatically creates the Stock to Site transaction (STK-PLT).
If needed, you can also unpick a transfer order to return the PCID and its items to an EMPTY or STOCK status.
This happens before you pack the PCID on the transfer shipment. The PCID is then removed from the shipment.
There are some rules that apply to the PCID transfer:
• If you already assigned a PCID to items in a site, the PCID field defaults the assigned PCID number. This applies
to the PCID field located in the WIP/Material Movement Transaction > From Location pane.
• You cannot use PCIDs that hold a Package Code marked as Returnable for a transfer order pick or shipment
. The same logic applies if you try to generate a PCID using the Package Control ID Generator.
Example You process a material request and in the WIP/Material Movement Transaction > To
Location pane select a PCID that holds a Package Code marked as Returnable. Under this scenario,
the Returnable PCIDs are not allowed for transfer picking message displays, preventing you from
completing the material transaction.
• Depending how you set up PCID Build/Split/Merge (STATIC/DYNAMIC Package Control Type), you can:
1. Pick items from Loose Inventory to Dynamic PCID
2. Pick items from Loose Inventory to Static PCID
3. Pick items from Static PCID to Static PCID
4. Pick items from Dynamic PCID to Dynamic PCID
5. Pick items from Static PCID to Dynamic PCID
6. Pick items from Dynamic PCID to Static PCID
7. Pick items from PCID (partial) to Static PCID
8. Pick items from PCID (partial) to Dynamic PCID
9. Pick Allocated PCID to Static PCID (full)
10. Pick Allocated PCID to Dynamic PCID (full)
• If you set the shipping site to No Serial Tracking (Site Configuration > Modules > Inventory > Serial Tracking)
and using the Material Request Queue you try to send items to a site that is set to Full Serial Tracking then
you cannot pick from the shipping site into Dynamic PCIDs that contain parts identified as Serial Tracked. If
you do so, the The PCID contains serial tracked parts. Processing of serial numbers in a site that does
not track serial numbers to a site that tracks serial numbers is not supported for PCID. message
displays.
• You can also move a full PCID to shipping. In such case, you would not move a partial quantity from one PCID
to another, but ship the PCID in full. Think of it as a family that has six members. The family surname is the
PCID number, and the members are the items tied to this PCID. If you ship the family for holiday, you transfer
the whole PCID to the airport, which in this case would represent the shipping warehouse. You would not
ship just five members, since you must keep the family together. They are always together and shipped as a
single unit.
Note To be able to move a full PCID, you must select the Outbound Container check box located
on the Package Control ID Configuration > Detail sheet. This also generates the TFOPICK PCID
status.
Epicor ERP | 10.2.600 9

PCID Processing
In this section you will move some inventory from one PCID to another using the Material Request Queue.
Previously, it was mentioned that you can have multiple inventory picking combinations. To make it simple, you
will process the following two combinations:
• Pick from Static PCID to Static
• Pick from Loose Inventory to Static
The PCID Material Transfer processing is fairly simple here. In this section, you will:
• Add parts to the generated PCIDs (STATIC).
• Generate demand (Transfer Order).
• Release the stock items for picking (Fulfillment Workbench).
• Process Material Queue transactions for the parts.
• Along the way you will review the Part Tracker to see the On Hand quantities changes.
So let's now see how it all works!
Add Parts to a PCID
The first step in the process is to add parts to a PCID that you are about to generate. You cannot move items
from a PCID that is not tied to the items. So let's do just that!
You will add the following parts:
• Part TS-01 (Transmission Shaft) - This is a standard purchased part that holds two sites, Main and Evanston.
Here are the current inventory details:
Site Warehouse Bin On Hand

Main Main 00-00-00 10.00
Note You will add eight units to the newly generated PCID, leaving you with two units of loose
inventory.
• Part SD-01 (Standard Drain Shaft) - This is a standard lot tracked purchased part that holds two sites, Main
and Evanston.
Site Warehouse Bin Lot Number On Hand

Main Main 00-00-00 SD01 5.00
Main Main 00-00-00 SD02 5.00
Note Here is what you are going to do:
1. You will add three units (Lot SD01) to the new PCID, leaving you with two units of loose inventory.
2. You will add five units (Lot SD02) to the new PCID, leaving you with zero units of loose inventory.
10 Epicor ERP | 10.2.600

• Part MS-01 (Machine Shaft) - This is a standard serial tracked purchased part that holds two sites, Main and
Evanston.
Site Warehouse Bin On Hand

Main Main 00-00-00 5.00
Note You will add five units to the newly generated PCID, leaving you with zero units of loose
inventory.
Now that you know what is needed, let's generate new PCIDs and add parts to one of them.
Important You will be working in the Main site.
1. Navigate to PCID Build/Split/Merge.

Menu Path: Material Management > Advanced Material Management > General Operations > PCID
Build/Split/Merge
2. Select the To/From Inventory sheet.
3. Verify the Warehouse field defaults Main.
4. Select the Generate PCIDs button.

The Package Control ID Generator window displays.
5. In the Package Control Type field, select Static.
6. In the Package Control ID Code field, enter S-PCID01 and press Tab.
7. Verify the Print Labels check box is selected by default.
8. In the Printer field, select Printer 001.
10. In the PCID field, the generated PCID displays.
11. Record the PCID number_________.

In this case, Epicor ERP has generated the PCID number 13.
Important Your generated PCID number may be different. Throughout this section, and since you
will move items from one PCID to another, use PCID numbers 13 and 14.
Important Remember, going forward you will add all the parts to the PCID number 14. Again, in
your case the number may differ, but you will work with two PCIDs only.
12. On the standard toolbar, select the Clear (brush) icon to clear the program.
13. In the Source Part pane, in the Part field, enter part TS-01 and press Tab.
14. In the Bin field, enter 00-00-00 and press Tab.

This is the Bin field located in the Source Part pane.
Epicor ERP | 10.2.600 11

15. In the Quantity field, enter 8 and press Tab.

You currently hold 10 units in bin 00-00-00.

The Package Control ID Generator window displays.
17. In the Package Control Type field, select Static.
18. In the Package Control ID Code field, enter S-PCID01 and press Tab.
19. Verify the Print Labels check box is selected by default.
20. In the Printer field, select Printer 001.

This was the printer you previously defined.
22. In the PCID field, the generated PCID displays.
23. Record the PCID number_________.

In this case, Epicor ERP has generated the PCID number 14.
Important Your generated PCID number may be different. Throughout this section, and since you
will move items from one PCID to another, use PCID numbers 13 and 14.
24. In the Destination PCID pane, in the Bin field, enter bin 00-00-00.
25. Select the Add Part to Destination PCID button.
26. In the Source Part pane, in the Part field, enter SD-01 and press Tab.
27. In the Bin field, verify bin 00-00-00 defaults.
28. In the Lot Number field, enter lot SD01 and press Tab.
29. In the Quantity field, enter 3.
30. Verify the PCID number displays 14.
32. In the Source Part pane, in the Part field, keep part SD-01 selected.
33. In the Bin field, verify bin 00-00-00 displays.
34. In the Lot Number field, enter lot SD02 and press Tab.
36. Verify the PCID number displays 14.
38. In the Source Part pane, in the Part field, enter MS-01 and press Tab.
12 Epicor ERP | 10.2.600

39. In the Bin field, verify bin 00-00-00 displays.
41. Select the Serial Number button.

The Select Serial Numbers window displays.
42. Select the Retrieve Available button.

The Available Serial Numbers box populates.
43. In the Available Serial Numbers box, select the double pointing right arrow button.
This moves all the serial numbers to the Selected Serial Numbers box.
44. Select OK.
46. In the PCID Contents grid, verify the following values display:
Remove Qty IUM Part Lot Item Qty

8.00 EA TS-01 8.00
3.00 EA SD-01 SD01 3.00
5.00 EA SD-01 SD02 5.00
5.00 EA MS-01 5.00
47. Exit PCID Build/Split/Merge.
Review PCID Information
Let's now check the PCID information for the two PCIDs you've just created. In this case, 13 and 14.
Important Make sure you are working in the Main site.
1. Navigate to Package Control ID Maintenance.

Menu Path: Material Management > Advanced Material Management > General Operations > Package
Control ID
2. In the PCID field, enter 14 and press Tab.
3. Verify the following information:
Field Value
PCID Status STOCK
Package Control ID Code S-PCID01
Control Type STATIC
Site Main
Epicor ERP | 10.2.600 13

Field Value
Warehouse/Bin Main/00-00-00
Pack ID 0
4. Select the Items > List sheet and verify the previously added parts are listed.
5. Go back to the PCID > PCID sheet.
7. Verify the PCID Status is EMPTY.

This is because you haven't added any parts to this PCID.
The Items > List sheet is also blank.
8. Exit Package Control ID Maintenance.
Enter Transfer Order
So finally you've reached the stage where you need to create demand for the previously entered parts. The
demand is satisfied by the Main site and created in the Evanston site. Let's create a transfer order, since you hold
some stock (Quantity Adjustment) in the Main site.
You are going to enter the following transfer order lines:
• Line 1: TS-01 - You enter demand for 10 units. Remember, you carry 10 units in the Main warehouse, bin
00-00-00.
• Line 2: SD-01 - You enter demand again for 10 units. You also carry 10 units of this part in the Main
warehouse/bin 00-00-00.
Warehouse Bin Lot Quantity

Main 00-00-00 SD01 5
Warehouse Bin Lot Quantity

Main 00-00-00 SD02 5
• Line 3: MS-01 - You enter demand for 5 units. You carry 5 units in stock.
Warehouse Bin Quantity

Main 00-00-00 5
Important You will be working in the Evanston site.
1. In the Main Menu, expand the Evanston site.

Important You will enter the transfer order in the Evanston site.
14 Epicor ERP | 10.2.600

2. Navigate to Transfer Order Entry.

Menu Path: Material Management > Inventory Management > General Operations > Transfer Order Entry
Important Make sure that you are entering the transfer order in the Evanston site. To be sure,
navigate to the Transfer Order Entry program using the menu path rather than using the link.
3. Select New > New Order.
4. In the From Site field, select Main.
5. In the Ship Via field, select or verify Company Truck defaults.
6. Select Save.
7. Select the Line > Detail sheet.
8. Select New > New Line.
9. In the Part field, enter TS-01 and press Tab.
11. In the Need By field, select today's date.
12. Select Save.
14. In the Part field, enter SD-01 and press Tab.
17. Select Save.
19. In the Part field, enter MS-01 and press Tab.
22. Select Save.
23. Record the transfer order number ____________.
24. Exit Transfer Order Entry.
Epicor ERP | 10.2.600 15

Release the Transfer Order to Picking
So far you've just entered the transfer order in the Evanston site, but for the material queue transactions to be
created you need to release them for picking. The steps below show you how!
Important You are now back in the Main site.
1. In the Main Menu, expand the Main site.

Important You will now work in the Main site.
2. Navigate to the Fulfillment Workbench.

Menu Path: Material Management > Inventory Management > General Operations > Fulfillment Workbench
3. Select the Transfer Order Fulfillment sheet.
4. Select the Search button.

The Fulfillment Workbench Search window displays.
6. In the Search Results grid, select lines for parts TS-01, SD-01, MS-01 and select OK to confirm.
Hold down the Ctrl key on your keyboard when selecting the lines.
7. In the Transfer Orders grid, select the three order lines by selecting the Select check box located in each
line.
8. Select Actions > Allocate > Allocate by Part.

The Allocation Process Criteria window displays.
9. Select Continue.
The Ad Hoc Allocation Template window displays.
10. In the Search Sort field, select PCID First in First Out.
11. Select the Release To Picking check box.
12. Select Continue.

The 3 Demand record(s) allocated. 3 Demand record(s) selected for picking. message displays.
13. To the message, select OK.

The Do you want to print the released items? message displays.
14. To the message, select No.
15. Select Save and exit the Fulfillment Workbench.
16 Epicor ERP | 10.2.600

Process Transaction for Part TS-01
The material transactions have now been released to picking. During your first material transaction process, you
will move eight units of part TS-01 from one PCID to another. In this case, from PCID 14 to 13.
1. Verify you are in the Main site.
2. Navigate to the Material Request Queue.

Menu Path: Material Management > Advanced Material Management > General Operations > Material
Request Queue
3. In the From Date field, select today's date.
4. Select the Retrieve button.
5. In the Unselected List grid, select the line for part TS-01 (Quantity - 8.00).
Note Part TS-01 for Qty 8.00 is tied to the PCID number 14. This is because you previously added
this part to the destination PCID.
6. Select the Process button.

The WIP/Material Movement Transaction window displays.
Note Notice the STK-PLT transaction is automatically created.
7. Verify the From Location pane defaults the following values:
Warehouse Bin PCID

Main 00-00-00 14
8. In the To Location pane, in the PCID field, enter 13 and press Tab.
9. In the To Location pane, in the in the Warehouse field, select Main.
10. In the To Location pane, in the in the Bin field, verify bin 00-00-00 defaults.
11. Select OK.
12. Minimize the Material Request Queue.
Review the Part Tracker
Let's now see what impact the material transaction processing had on the On Hand quantities for part TS-01.
1. Navigate to the Part Tracker.

Menu Path: Material Management > Inventory Management > General Operations > Part Tracker
Epicor ERP | 10.2.600 17

2. In the Part field, enter part TS-01 and press Tab.
3. Select the On Hand > Bins sheet.
5. Verify the following values display:
Site Warehouse Bin Bin Type Lot Number PCID On Hand UOM
Main Main 00-00-00 Standard N/A 2.00 EA
Main Main 00-00-00 Standard N/A 13 8.00 EA
Important Notice the quantity of two is not tied to any PCID. This is because you previously added
eight units out of ten to the destination PCID (number 14).
6. Minimize the Part Tracker.
Review PCID Status
The PCID number 13 now holds eight units of part TS-01. Let's now verify its status.

Control ID
3. Verify the PCID Status defaults to BUSY.

This is because this PCID now holds eight units of part TS-01.
4. Select the Items > List sheet.

Notice that this PCID now holds 8 units.
Process Transaction for Parts TS-01 and SD-01
So far you have processed a single material transaction, but there is a lot more.
Using the steps below, process material transactions for the following items:
• Part TS-01 - Move the remaining quantity of two to the PCID number 13 and review the Part Tracker. The
two units are in Loose inventory, meaning they are not tied to a PCID.
• Part SD-01:
1. Move three units (Lot - SD01) from the PCID number 14 to PCID number 13.
2. Move five units (Lot - SD02) from the PCID number 14 to PCID number 13.
18 Epicor ERP | 10.2.600

3. Move two units (Lot - SD01) from the PCID number 14 to PCID number 13.
2. Maximize the Material Request Queue.

Request Queue
3. In the Unselected List grid, select the line for part TS-01 (Quantity - 2.00).
This material transaction is not tied to any PCID.
4. Select Process.
Warehouse Bin PCID

Main 00-00-00 Blank
Note The PCID field is blank, because you only added eight units out of ten to the PCID number 13.
7. In the To Location pane, in the in the Warehouse field, verify Main defaults.
9. Select OK.
11. Maximize the Part Tracker.

Menu Path: Material Management > Inventory Management > General Operations > Material Request
Queue
12. In the Part field, verify part TS-01 is selected.
13. On the standard toolbar, select Refresh.
14. Verify you are still on the On Hand > Bins sheet.
16. Verify the following values default:
Epicor ERP | 10.2.600 19

Important The PCID number 13 now holds the full quantity of ten, as you moved additional two
units from loose inventory to PCID 13.
17. Minimize the Part Tracker as you will still use it to review other parts.

Queue
19. In the Unselected List grid, select the line for part SD-01 (Lot Number - SD01,Quantity - 3.00).

Note The STK-PLT transaction is created.
Warehouse Bin Lot PCID

Main 00-00-00 SD01 14
25. Select OK.


Main 00-00-00 SD02 14
32. Select OK.
20 Epicor ERP | 10.2.600



Main 00-00-00 SD01 Blank
Note This material transaction is not tied to any PCID.
39. Select OK.
Let's now review details for part SD-01 as a result of processing two material requests for this part.

Queue
2. In the Part field, enter part SD-01 and press Tab.
3. Verify the On Hand > Bins sheet displays.
Main Main 00-00-00 Standard SD01 13 5.00 EA
Main Main 00-00-00 Standard SD02 13 5.00 EA
Note If the same values display, you are on the right track!
Epicor ERP | 10.2.600 21

Process Transaction for Part MS-01
The last unprocessed transaction in Material Request Queue is for five units of part MS-01. You are almost there!

Request Queue
3. In the Unselected List grid, select the line for part MS-01 (Quantity - 5.00).

5. Verify the From Location pane displays the following values:
Warehouse Bin PCID

Main 00-00-00 14
9. Select the Serial Numbers button.

11. Select the double right pointed arrow button to move the serial numbers from the Available Serial Numbers
box to Selected Serial Numbers box.
12. Select OK to confirm.
13. In the WIP/Material Movement Transaction window, select OK again.
14. Exit the Material Request Queue.
Let's now review details for part MS-01 as a result of processing the last material request in the previous task.
22 Epicor ERP | 10.2.600

Queue
2. In the Part field, enter part MS-01 and press Tab.
6. Exit the Part Tracker.
Review PCID Status
The PCID number 11 now holds eight units of part TS-01. Let's now verify its status.

Control ID
Field Value
PCID Status BUSY
Control Code ID S-PCID01
Prior PCID Status EMPTY
Control Type STATIC
Site Main
Pack ID 0 (blank)
4. Navigate to the Items > List sheet.
5. Verify the following items display:
Part Lot Quantity IUM Record Type

TS-01 N/A 10.00 EA Inventory
SD-01 SD01 5.00 EA Inventory
Epicor ERP | 10.2.600 23

Part Lot Quantity IUM Record Type

SD-01 SD02 5.00 EA Inventory
MS-01 N/A 5.00 EA Inventory
Note If the above values display then you have moved the items to PCID 13 correctly.
6. Navigate to the Serial Numbers sheet.
7. Select Retrieve.
Five serial numbers display for part MS-01.
8. Navigate back to the PCID > PCID sheet.
Field Value
PCID Status EMPTY
Control Code ID S-PCID01
Prior PCID Status EMPTY
Control Type STATIC
Site Main
Pack ID 0 (blank)
11. Navigate to the Items > List sheet.

Nothing displays on the sheet since you've moved all the items to PCID 13.
Transfer Full PCID to Shipping
You can move a full PCID to shipping. Let's say a single PCID includes 50 items and you can only ship the complete
quantity. You don't move some of the items out of the PCID or move some in. Think of the PCID as a giant box
that includes a certain number of items. If you want to move the items to shipping, you move the whole box
and the box includes the items. They are rooted in the box and can only be shipped together.
Previously, you moved some items from one PCID to another and your inventory reflected the processed quantity.
In this section, you learn how to move a full PCID and make it ready for shipping. It is a very simple process so
let's just try it now.
24 Epicor ERP | 10.2.600

Start with creating demand for the MetalRod part. However, before you do so, let's learn a bit about this part,
so you know what you are working with.
Here are some of the part's specifications:
• It a standard purchased part that holds two sites, Main and Evanston.
• There are 10 units of this part in stock, in the Main warehouse/Bin 00-00-00.
• The part is tied to PCID 11.


6. Select Save.
9. In the Part field, enter part MetalRod and press Tab.
12. Select Save.
Now that you have demand entered, release the quantity to picking. This creates a material transaction.
Note You will now work in the Main site.
Epicor ERP | 10.2.600 25



5. In the Search Results grid, select the line for part MetalRod and select OK to confirm.
6. In the Transfer Orders grid, select the order line by selecting the Select check box.

8. Select Continue.
9. In the Search Sort field, select PCID First In First Out.


Process Material Transaction
You will now move the material transaction that was created as a result of you releasing the items to picking.

Request Queue
3. Select Retrieve.
4. In the Unselected List grid, select the line for part MetalRod.
5. Select Process.
26 Epicor ERP | 10.2.600

The WIP/Material Movement Transaction displays.
Warehouse Bin PCID

Main 00-00-00 11
Note All the fields in the From Location pane are greyed out.
7. In the To Location pane, in the PCID field, PCID 11 displays.

The PCID field is greyed out. The Warehouse and Bin fields default the Shipping Area warehouse and SHP-1
bin. Remember, you are moving the full PCID to shipment.
8. Review the Quantity field where the value of 1 defaults.

You are moving 10 units of the MetalRod part that is tied to PCID 11 to shipping. Since you are moving full
PCID, meaning one PCID, the Quantity field displays the value of 1.
9. Select OK.
Review PCID Status
Finally, review the PCID status, since you are moving the full PCID to shipping.

Control ID
2. In the PCID field, enter 11 and Tab.
3. Verify the PCID Status defaults to TFOPICK.

The TFOPICK status indicates that you are moving the full PCID to shipping.
4. Select the Items > List sheet.
5. In the Package Control ID Items List grid, right-click the Part column field and select Open With > Part
Tracker.
The Part Tracker displays.
6. Navigate to the On Hand > Bins sheet and select Retrieve.

Review the inventory information. Ten units of part MetalRod is now in the shipment warehouse and bin.

You will use the Part Tracker in the next section.
Epicor ERP | 10.2.600 27

Transfer PCID - Transfer Order Shipment
Normally, when you want to transfer items from site to site, you place a PCID that holds the items to the Shipping
warehouse/bin, which is the final inventory location before you ship.
You move the items to the Shipping warehouse/bin by following a standard flow of first allocating and releasing
the items to picking through the Fulfillment Workbench. Once allocated and released, you then use the Material
Request Queue where you pick a PCID or to a PCID for a specific transfer order. Finally, you select the PCID when
processing a shipment in Transfer Order Shipment.
The following rules apply:

• You can only enter a single level PCID's and/or Master, when you enter a PCID during shipment. When you
enter the Master, Epicor ERP will process all the child PCIDs.
28 Epicor ERP | 10.2.600

• You can still process the shipment if the PCID includes parts that match the transfer order, but have a greater
quantity than what the transfer order needs.
• If parts that belong to a PCID are Serial or Lot tracked, the Serial Numbers and Lots within the PCID(s) are
processed as well.
• All the parts in a PCID must exist on a transfer order.
• If you set the shipping site to No Serial Tracking (Site Configuration > Modules > Inventory > Serial Tracking)
and try to ship a Dynamic Stock PCID that includes serial tracked parts to a site that is set to Full Serial
Tracking, the The PCID contains serial tracked parts. Processing of serial numbers in a site that does
not track serial numbers to a site that tracks serial numbers is not supported for PCID. message
displays.
Important You also can ship an entire unpicked, non-label print controlled, and stock (Static/Dynamic)
PCID against a transfer order. In other words, you can bypass the Allocation, Release to Picking, and Material
Request Queue processing. This way you can pack/unpack or ship/unship an entire Stock PCID that is
non-Label Print Controlled and has not been picked. Using this logic, you must ship an entire PCID, along
with any child PCIDs and parts at any level.
When you enter a Transfer Order Shipment, you can select the following PCIDs that will automatically create the
Transfer Shipment lines:
• Stock Static PCID - Stock Static PCID is a PCID that is shipped directly from stock and therefore has not been
released for picking (Fulfillment Workbench) or processed via the Material Request Queue. The system supports
the following combinations:
• Serial Numbers within a PCID
• Lots within a PCID
• Serial/Lots within a PCID
• No Serial or Lots
• Parent/Child relationships
• Stock Dynamic PCID - Stock Dynamic PCID is a PCID that is shipped directly from stock and therefore has
not been released for picking (Fulfillment Workbench) or processed via the Material Request Queue. The
system supports the following combinations:
• Picked Static PCID - Picked Static PCID is a PCID that is shipped once it has been released for picking using
the Fulfillment Workbench, but has not been processed via the Material Request Queue. The system supports
the following combinations:
Epicor ERP | 10.2.600 29

• Picked Dynamic PCID - Picked Dynamic PCID is a PCID that is shipped once it has been released for picking
using the Fulfillment Workbench, but has not been processed via the Material Request Queue. The system
supports the following combinations:
Important The same selection logic applies to a PCID selected on the Pack Out sheet.
If you need to unpack the previously packed PCID, you select the Unpack radio button located on the Transfer
Order Shipment > Pack Out sheet. The Unpack radio button is not exclusive to PCIDs and you need to select it
for any pack that you want to unpack.
You can unpack the following PCIDs:
• Stock Static PCID - If you unpack Stock Static PCID, the items will return to inventory as Loose inventory
and they will no longer be tied to the original PCID. In this case, the PCID will hold the EMPTY status.
• Stock Dynamic PCID - If you unpack Stock Dynamic PCID, the items will return to inventory, but will remain
under the same PCID. In this case, the PCID with its items is returned (no Loose inventory), and the PCID holds
the STOCK status.
• Picked Static PCID
• Picked Dynamic PCID
Note For Picked Static/Dynamic PCIDs, in Site Configuration, if you clear the Unpack to Picked Status
check box and unpack a PCID, the PCID and its items go to the PICKING status, meaning you have to
allocate and release to picking again using the Fulfillment Workbench. The items return to the original
inventory warehouse and bin. If you select the check box and unpack a PCID, the PCID and its items remain
in the PICKED status. In this case, you must unpick a transfer order using Transfer Order Entry.
The Unpack to Picked Status check box is located on the AMM > Picking sheet.
Important You cannot stage (Transfer Order Shipment > Actions > Stage) if a pack includes a line that is
tied to a Dynamic PCID.
In the previous section, you moved the full PCID to the shipment warehouse so now you have to ship it. Let's do
that now.
Before you do so, let's verify that the items are ready in the shipment warehouse.


Complete this step only if you accidently closed the Part Tracker in the last section.
30 Epicor ERP | 10.2.600


Complete this step only if you accidently closed the Part Tracker in the last section.
Site Warehouse Bin PCID On Hand

Main Shipping Area SHP-1 11 10.00
Ship the Metal Rod Parts
Now is the time to ship the parts from the Main to the Evanston site.
Remember, the Metal Rod part is tied to PCID 11.
1. Navigate to Transfer Order Shipment.

Menu Path: Material Management > Shipping/Receiving > General Operations > Transfer Order Shipment
Entry
2. Select New > New Pack.
3. Select the Transfer Order button to search for and select the previously recorded transfer order.
5. Navigate to the Lines > Detail sheet.

The line details automatically display. This is because you entered the PCID number.
Requested Quantity Shipment Quantity Warehouse Bin

10 10 Shipping Area SHP-1
7. Select the Header > Detail sheet.
8. Select the Shipped check box.
9. Select Save.
10. Record the auto-generated Pack ID number_____________.
11. Exit Transfer Order Shipment.
Epicor ERP | 10.2.600 31

Now that you've shipped the items, verify the inventory details for the MetalRod part.

Queue

The Bins grid remains blank. This is because you've shipped the items from the Shipping Area warehouse.
Unpick Transferred PCID
You can unpick transfer order items tied to STATIC and DYNAMIC PCIDs using Unpick Transfer Order.
When you pick items using the Material Request Queue, Process By ID or Handheld, the items (inventory)
are considered to be in the PICKED status. This typically places the items to the shipping warehouse/bin and
makes them ready to be shipped. The processed material transaction also depletes inventory, since you moved
the items from the associated warehouse/bin. In order to return the items back to stock, you need to unpick the
transfer order that holds the items, that are at this point ready for shipping. This is a standard unpick inventory
logic.
With the 10.2.600 release you can unpick a transfer order that includes items tied to a PCID, so you can return
the items or the whole PCID back to its original inventory location.
Note For example, Paul handles inventory at Falcon Limited and has 100 units of the Metal Plunger part
sitting on a pallet in the shipping warehouse. The pallet in this case represents a PCID. Paul receives a call
from his manager who informs him about the shipment cancellation, so he needs to move the items back
to inventory. As a result of the phone call, he uses Unpick Transfer Order where he defines the PCID,
transfer order number/line, and the From and To inventory details. Once he unpicks the transfer order, the
system updates the inventory details (On Hand Quantity) for the warehouse and bin he is moving the items
to. The items will remain within the PCID in the inventory location he is moving the items to.
Certain rules that apply to unpicking transferred PCID:

• If you only want to return a partial amount of part/qty included within a PCID, you need to define a Transfer
Order/Line and quantity. Only the entered quantity value is removed from the PCID and returned to its original
inventory location. It the parts within the selected PCID are Lot or Serial Number tracked, the lot and serial
numbers are returned as well.
Example The PCID that is tied to the transfer order/line that you want to unpick includes 50 units of
the Metal Shaft part. However, since you only want to return 20 units to its original inventory location
32 Epicor ERP | 10.2.600

(warehouse/warehouse bin), you only specify the value of 20 in the Quantity field. This results in 30
units staying in the PCID, therefore ready to be shipped, and 20 units returning to its previous
warehouse/bin, from where they were originally picked.
• If you want to unpick a complete PCID (the PCID that holds the TFOPICK status), you only need to enter the
PCID number without the need to define the respective transfer order/line or part. In this case, all the parts
tied to the PCID will be returned to its original inventory location (warehouse/warehouse bin). Again, the
process also considers the Lots and Serial Numbers, if any.
Example Following the same example, the PCID that is tied to the transfer order/line that you want
to unpick includes 50 units of the Metal Shaft part, but since this PCID holds the TFOPICK status, you
will return the whole PCID back to inventory as a single unit and therefore return all 50 units. In this
case, you only need to enter the PCID without defining the related transfer order or quantity.
• If the PCID that you select is STATIC, it must hold the BUSY status and the associated items must have already
been picked. You can only unpick a quantity that is equal to the amount that was originally picked.
Important The moment you unpick a STATIC PCID, the PCID status changes from BUSY to EMPTY,
since the items are returned to stock as Loose inventory.
• If the PCID that you select is DYNAMIC, it must hold the TFOPICK status and the associated items must have
already been picked. You can only unpick a quantity that is equal to the amount that was originally picked.
Important The moment you unpick a DYNAMIC PCID, the PCID status changes from TFOPICK to
STOCK. The items in this case stay tied to the PCID and are returned back to stock with the PCID.
• If the PCID that you select is DYNAMIC and includes the PACK status, meaning it has been picked and is
already packed, you must first unpack the associated order before you can unpick it.
Note To unpack an order, use Transfer Shipment Entry and delete the packing number or packing line.
The only way to delete a packing line with a PCID associated with it is to enter the PCID within Transfer
Order Shipment Entry, where you will be prompted whether you want to remove it from the pack or
delete the whole pack. After you unpack the order, the PCID status could hold the TFOPICK or STOCK
statuses. This depends on your Site Configuration setup, where you define whether you want to return
unpacked inventory to a PICKED status or STOCK inventory. If returned to the TFOPICK status, you
can then unpick it using Unpick Transfer Orders.
Menu Path: Material Management > Advanced Material Management > General Operations > Unpick Transfer
Order
Start with creating demand for the Metal Plunger part. Before you do so, let's learn a bit about this part, so you
know what you are working with.
Here are some of the part's specifications:
• It a standard purchased part that holds two sites, Main and Evanston.
• The part is Lot and Serial Number tracked.
• There are 10 units of this part in stock, in the Main warehouse/Bin 00-00-00.
• The part is tied to PCID 12.

Epicor ERP | 10.2.600 33


6. Select Save.
9. In the Part field, enter part MetalPlunger and press Tab.
12. Select Save.
Now that you have demand entered, release the quantity to picking.


5. In the Search Results grid, select the line for part MetalPlunger and select OK to confirm.
6. In the Transfer Orders grid, select the order line by selecting the Select check box.

34 Epicor ERP | 10.2.600

8. Select Continue.
9. In the Search Sort field, select PCID First In First Out.


Process Material Transaction
You will now move the material transaction that was created as a result of you releasing the items to picking.

Request Queue
3. Select Retrieve.
4. In the Unselected List grid, select the line for part MetalPlunger.
5. Select Process.
The WIP/Material Movement Transaction displays.
Warehouse Bin Lot Number PCID

Main 00-00-00 PLG01 12
Note This is a Lot Tracked part.
7. The To Location pane defaults the following inventory location:
Warehouse Bin
Shipping Area SHP-1
Epicor ERP | 10.2.600 35


The Package Control ID Generator displays.
9. In the Package Control Type field, select Dynamic.
10. In the Package Control ID Code, enter TFOPICK and press Tab.

The PCID XX has been generated. message displays. (where XX stand for the generated PCID number)
12. Record the PCID number___________.

16. Select the double right pointed arrow to move the serial numbers.
This moves the serial numbers from the Available Serial Numbers box to the Selected Serial Numbers
box.
Note This is also a Serial Tracked part.
17. Select OK.
18. In the To Location pane, in the Warehouse field, select Shipping Area.
19. In the To Location pane, in the Bin field, enter SHP-1 and press Tab.
Before you unpick the transfer order, verify the current inventory location for the Metal Plunger part.
1. Navigate to the Part Tracker.

2. In the Part field, enter part MetalPlunger and press Tab.
3. Select the On Hand > Bins sheet.
36 Epicor ERP | 10.2.600

Site Warehouse Bin Bin Type Lot Number PCID On Hand

Main Shipping Area SHP-1 Standard PLG01 XX 10
Note Where XX stand for the previously recorded PCID.
Unpick the Transfer Order
Let's now unpick the transfer order and move the Metal Plunger items back to its original inventory location.
1. Navigate to Unpick Transfer Order.

Menu Path: Material Management > Advanced Material Management > General Operations > Unpick
Transfer Order
2. In the PCID field, enter XX and press Tab.

Where XX stands for the previously recorded PCID.
3. In the Transfer Order field, use the button to search for and select the previously recorded transfer order.
4. In the Line field, search for and select the line.

There is only one line tied to this transfer order.
5. In the Lot field, select PLG01.
6. In the From pane, verify the Shipping Area warehouse and the SHP-1 bin default.
This is the inventory location where you moved the items, when completing the Transfer Full PCID to
Shipping course section.
7. In the To pane, the Main warehouse and the 00-00-00 bin default.
This is the original inventory location of the Metal Plunger part.
8. In the Unpick Qty field, verify the quantity of 10 defaults.

11. Select the double right pointed arrow to move the Serial Numbers to the Selected Serial Numbers box.
13. In the Unpick Transfer Order window, select OK again.
14. Exit Unpick Transfer Order.
Epicor ERP | 10.2.600 37

Now review the warehouse and bin inventory location.


2. Verify the On Hand > Bins sheet.
Site Warehouse Bin Lot Number PCID On Hand

Main Main 00-00-00 PLG01 Blank 10.00
The Metal Plunger part is now back in its original inventory location.
Receiving PCIDs
So you have shipped the transfer order from the Main to the Evanston site, but you still need to receive it in the
TO site, which in this case is Evanston. The receiving process is the same, but to complete the process lets receive
it.
Below is a flow showing the receiving part of the PCID functionality.
38 Epicor ERP | 10.2.600

Important If a pack includes multiple lines and the lines share the same PCID and you attempt to receive
a single line only, the Multiple lines have the same PCID or is contained within a Parent/Child PCID,
all related lines will be set as received. message displays.
Receive PCID
Receiving the items tied to PCID 11 is the last step in the PCID transfer process. You are almost there, just a few
steps to go.
Important You will be working in the Evanston site.
1. Before you start the receiving process, make sure that the Evanston site is Package Control enabled. This is
necessary for the PCID 11 to move with the items to inventory.
Epicor ERP | 10.2.600 39

Navigate to Site Configuration Control.

Menu Path: System Setup > Company Site Maintenance > Site Configuration
Important Make sure that you are entering the Site Configuration Control in the Evanston site. To
be sure, navigate to the Site Configuration Control program using the menu path rather than using
the link.
2. In the Site field, enter EVN and press Tab.
3. Select the Modules > AMM > Package Control sheet.
4. Select the Enable Package Control check box.
5. Select Save and exit the Site Configuration Control.

Stay in the Evanston site.
6. Navigate to Transfer Order Receipt.

Menu Path: Material Management > Shipping/Receiving > General Operations > Receive Transfer Order
7. Select the Pack button and search for and select the previously recorded Pack ID.
8. In the Receipts grid, scroll to the right to display the PCID field.
The field shows PCID 11.
9. Select the Stock > Detail sheet and verify the following values display.
Quantity Part This Transaction Warehouse Bin

10 MetalRod 10 Receiving Area - EVN REC-1
10. Go back to the Summary > Lines Pending Receipts sheet.
11. In the Receipts grid, highlight the line by clicking on it.
12. Select Actions > Receive All.
13. Select the Summary > Received Lines sheet.

The MetalRod part is now received.
Note If the line does not display on the Received Lines sheet, on the standard toolbar select the
Refresh icon or repeat step 12 again.
14. Exit Transfer Order Receipt.

Stay in the Evanston site.
15. Let's now review the inventory details using the Part Tracker.
17. Select the On Hand > Bins sheet displays.
40 Epicor ERP | 10.2.600


The MetalRod part is now received in the Receiving Area-EVN warehouse. The part is also tied to PCID 11.
Site Warehouse Bin PCID On Hand

Evanston Receiving Area-EVN REC-1 11 10
Conclusion
Congratulations! You have completed the Multi-Site Transfer PCIDs course.

If you want to learn more about PCIDs, you can tap into other Epicor University sources by using the Epicor
Learning Center. Here you can sign up for the following Training On Demand courses:
• Understanding Package Code ID Functionality
• Getting Started with Package Control Setup
• Defining Control IDs for Package Codes
• Creating PCID Labeling
• Building, Splitting, and Merging PCIDs
• Building a PCID from Loose Inventory
• Removing a Quantity from a PCID
• Build a PCID from Children
• Move Contents from one PCID to Another
• Remove a Child PCID from a Parent
Epicor ERP | 10.2.600 41

Additional information is available at the Education and
Documentation areas of the EPICweb Customer Portal. To access
this site, you need a Site ID and an EPICweb account. To create an
account, go to http://support.epicor.com.

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Epicor ERP | 10.2.600 3

4 Epicor ERP | 10.2.600

Before You Begin

Specific audiences will benefit from this course.

Epicor ERP | 10.2.600 5

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

Epicor Cloud ERP Specific Information

6 Epicor ERP | 10.2.600

Epicor ERP | 10.2.600 7

Transfer PCIDs Overview

8 Epicor ERP | 10.2.600

1. Pick items from Loose Inventory to Dynamic PCID

2. Pick items from Loose Inventory to Static PCID

3. Pick items from Static PCID to Static PCID

4. Pick items from Dynamic PCID to Dynamic PCID

5. Pick items from Static PCID to Dynamic PCID

6. Pick items from Dynamic PCID to Static PCID

7. Pick items from PCID (partial) to Static PCID

8. Pick items from PCID (partial) to Dynamic PCID

9. Pick Allocated PCID to Static PCID (full)

10. Pick Allocated PCID to Dynamic PCID (full)

Epicor ERP | 10.2.600 9

Add Parts to a PCID

Site Warehouse Bin On Hand

Site Warehouse Bin Lot Number On Hand

Note Here is what you are going to do:

10 Epicor ERP | 10.2.600

Site Warehouse Bin On Hand

1. Navigate to PCID Build/Split/Merge.

2. Select the To/From Inventory sheet.

3. Verify the Warehouse field defaults Main.

4. Select the Generate PCIDs button.

5. In the Package Control Type field, select Static.

7. Verify the Print Labels check box is selected by default.

8. In the Printer field, select Printer 001.

9. Select the Generate PCIDs button.

10. In the PCID field, the generated PCID displays.

11. Record the PCID number_________.

14. In the Bin field, enter 00-00-00 and press Tab.

Epicor ERP | 10.2.600 11

15. In the Quantity field, enter 8 and press Tab.

16. Select the Generate PCIDs button.

17. In the Package Control Type field, select Static.

19. Verify the Print Labels check box is selected by default.

20. In the Printer field, select Printer 001.

21. Select the Generate PCIDs button.

22. In the PCID field, the generated PCID displays.

23. Record the PCID number_________.

25. Select the Add Part to Destination PCID button.

27. In the Bin field, verify bin 00-00-00 defaults.

29. In the Quantity field, enter 3.

30. Verify the PCID number displays 14.

31. Select the Add Part to Destination PCID button.

33. In the Bin field, verify bin 00-00-00 displays.

35. In the Quantity field, enter 5.

36. Verify the PCID number displays 14.

37. Select the Add Part to Destination PCID button.

12 Epicor ERP | 10.2.600