Epicor Dashboards

Active Labor

Active Labor as its name suggests displays jobs and employees who are clocked in and if they have clocked into a job. In this example, Tuan Le is clocked in for the day but has not started a job. The rest in this view are clocked into jobs.

It can also be used to find employees who forgot to clock out for the day. It’s much easier to correct this at the end of the shift, rather than finding out the next day that someone was clocked in for 24+ hours.

Cycle Count Tags

If you use the Cycle Count module, this is helpful to keep track of active Cycle Count activity. You can filter to display only tags that have not been counted.

Inventory Value

The Epicor Stock Status Report leaves much to be desired. With this Dashboard, you can filter by Part Class, Warehouse, etc.

Job Actual Hours

Displays closed jobs with Actual Hours vs. Estimated hours (can be changed to compare to Average hours if that is your costing method). This Dashboard is useful to find estimates that are inaccurate as well as issues with not properly reporting labor. The “begin closed date” can be used to filter jobs.

Job Audit

This dashboard is used to find jobs that may be invalid or lost. Based on the last labor date, you can see some jobs that have not had activity for a long time and may not be legit. If you are planning on doing a physical inventory, auditing WIP is essential and should be done before counting physical inventory. It’s possible some of these jobs are lost or need to be closed short.

The 2nd pane displays operations details for the job selected above.

Job Checker

Job Checker displays open jobs with Job Operations and Job Materials below. The Job Operations displays PO information for sub-contract operations. A great tool for production planners or leads to keep track of jobs in production.

Job Checker R-Jobs

R-Jobs as we call them are jobs created by MRP. You might have a different job numbering scheme. In this instance, they used the prefix Rnnnn.

Planners use this to review planned jobs before they release them. They can see operations and materials. In this example, there is a PO for one of the materials. The yellow highlight indicates that there are not enough of a part in stock to fulfill this job.

Job Cost

Displays open jobs with Actual cost vs. Average Cost (can be changed if you use Standard Costing). Useful for identifying parts that need labor estimates updated. It can be modified to review closed jobs within a date range. A powerful tool for cost accounting.

Notice there are two jobs marked as complete but not closed. These jobs should show up in Job Closing – Candidates.

Open Sales Orders

Displays open sales orders with price and extended price. This dashboard has been tested against the out-of-the-box Epicor backlog report and matches exactly. A must for sales managers and sales persons.

Parts in Inspection

Displays the same data you see in Inspection Processing and helps to find potential invalid entries. This screenshot was from a test database and as you can see, there are some items that have been in inspection for a long time. Use this to audit the accuracy of inspection processing.

POs at Sub-contract

If you have sub-contract operations in your jobs, this Dashboard is essential for tracking these POs.

Supplier on-time Delivery

This Dashboard has a start and end date, as well as a Grace Period for days late. In this case it is 10 days but can be adjusted based on your supplier criteria. Only PO receipts that are more than 10 days late will be marked as Late.

Master Data Dashboard

The Master Data Dashboard has several Dashboards with “static data” (relatively). As a developer, I use this often rather than having to navigate the Epicor menu to find this data. Instead of having to open Resource Groups > Search > Options > Return all rows… as you can see this is much faster and displays the Resources within a Resource Group.