Written by ERP Rescue consultants · Epicor Kinetic & Classic · Production Management / Engineering
Your product requires an operation that produces a subcomponent — a part made during the same job as the finished good, not stocked separately or built on its own job. This guide shows you how to wire that up in Epicor using the Pull as Assembly setting so the subcomponent schedules correctly, costs roll up properly, and the job tree reflects the true build structure.
| Method | How It Works | Use When… |
|---|---|---|
| ✅ Subassembly (this guide) |
Built inside the same job as the parent. Operations appear as a nested assembly in the job tree. | The sub is always made as part of this product, same shop, same schedule. |
| Make-Direct | Built on a separate job that is linked to the parent job. | The sub needs its own work order, different work center, or long lead time. |
| Stocked Material | Pulled from inventory; built to stock on a separate job. | The sub is common across many products and kept in stock. |
Example: P-1000 Welded Frame (parent) with P-2000 Bracket Assembly (subcomponent built in the same job).
Watch the steps animate automatically, or use Prev / Next to move at your own pace.
Using the example: P-1000 Welded Frame (parent) / P-2000 Bracket Assembly (subcomponent built in the same job).
Go to Part Maintenance. Create the subcomponent part (P-2000) and set Part Type = Manufactured. Save.
Go to the Revisions tab and add a revision (e.g., Rev A). Save.
Open Engineering Workbench, open P-2000's revision, and add its Operations (Op 10, 20, etc.) and Materials. Click Approve, then Check In.
In Engineering Workbench, go to Production Management → Engineering → Method of Manufacturing and search for P-1000.
If the revision is not already checked out, click Actions → Check Out. You should now see the Operations and Materials panels for P-1000.
On the parent's Operations tab, click the operation where the subcomponent will be consumed (Op 30 — Final Weld in this example). Then go to the Materials tab for that operation and click New → New Material.
In the Part field, enter P-2000. Set Qty/Parent to the number of subs required per finished part (e.g., 1).
Scroll down in the material record to the Detail section. Find the Pull as Assembly checkbox and check it.
Also set the Related Operation field to the operation that consumes the subcomponent — Op 30 in this example. This tells Epicor that P-2000's operations must finish before Op 30 on P-1000 can start.
With the P-2000 material line selected, click Actions → Get Details (or right-click the material → Get Details). In the dialog, select the subcomponent's approved revision and click OK.
Epicor copies P-2000's operations and materials into the parent MOM as a subassembly. In the tree on the left, you should now see the parent assembly with a subassembly (Assembly 1) hanging off it, with its own operations.
In the parent part's MOM, click Actions → Revision → Approve, then Check In (File → Check In, or close and confirm the check-in prompt).
Run Costing Workbench or a Cost Rollup on the parent so the subcomponent's cost flows up to the parent's standard cost.
Go to Production Management → Job Management → Job Entry. Click New Job, enter Part = P-1000, and click Get Details.
Look at the Assemblies tree on the left. You should see:
Also confirm that the schedule shows P-2000's last operation finishing before Op 30 on P-1000 starts. This proves the dependency is wired correctly.
The subcomponent's revision is not approved. Open Engineering Workbench for P-2000, approve the revision, check it in, then run Get Details again.
Pull as Assembly was not checked on the material record. Go back to the parent's MOM, check out the revision, check the Pull as Assembly box on the P-2000 material, run Get Details again, re-approve, and check in.
The Related Operation field is not set correctly. In the P-2000 material record on the parent MOM, confirm Related Operation points to the correct operation sequence (e.g., 30). This field drives the scheduling dependency.
Run Costing Workbench or Cost Rollup on the parent part after approving the MOM. The sub's standard cost must be established first — if P-2000 has no cost, nothing will roll up.
Subassembly configuration issues — especially when Get Details behaves unexpectedly or scheduling doesn't respect the dependency — often come down to revision status, Related Operation settings, or how the part type is configured. Our consultants can walk through your exact setup and resolve it in a single call.
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