FE to PE Release

Related Documents: Project Delivery — Phase 3 PE Release Preparation Rhino Drafting Layer Organization Epicor Job Management Glossary

How do I set up the PE release folder?

Navigate to 03_PE_Releases in the project’s Engineering folder. Copy the template folder _PROJ.JOB_ScopeDescription and rename it (e.g., 1102.011_Maitre D Stand). Subfolders include Production_Files (Rhino PE model, SC list) and Production_Drawings (PDF drawing set).

How do I set up a manufactured parts (MFG) folder?

If releasing a manufacturing job, create 00_MT_WC_IP_MfgParts inside the release folder if not already present. Place MFG part files here using the naming convention: PROJ.MT.XXXXX_PE.3dm or PROJ.WC.XXXXX_PE.3dm.

How do I clean and prepare the PE Rhino file?

Run Purge (remove unused blocks, layers, styles), SelDup (remove duplicates), SelBadObjects and SelOpenPolysrf (fix geometry issues), SelExtrusion + ConvertExtrusion (convert extrusions to polysurfaces). Remove all layouts unless required. Verify part name uniqueness with SelName. Name the file [EpicorCode]_PE_YYYYMMDD.3dm.

How do I upload shipping components to Epicor?

Navigate to UD40 (or UD37 for CMG). Copy ProjectID, JobNum, SC PartNum, Description, and Order Qty columns from the SC Excel file (excluding headers). Right-click in the workbench → Paste New. Click Update and refresh. Open the Project filter to confirm records processed.

How do I complete the Epicor release process?

In Job Entry, for each BOM line verify: Engineering Complete checked, Fixed Quantity checked (unless catalog), Make Direct for MFG parts, all materials have a Part Master. Append any engineering comments to the part description. Check BOM Complete, then click Release.

How do I submit the FE to PE Release form?

Access the form via the Engineering Team SharePoint. Fill in: your name, project number/name, all job numbers, key part numbers, site of fabrication, Windows Explorer file paths (not Box links), and notes (included MFG jobs, handoff meeting requests, late-start coordination). Tag the assigned PM in the resulting channel post.

How do I handle a late release (after scheduled start date)?

Coordinate with adjacent departments before submitting. State the coordination in the release form Notes field. The late release impacts the Scheduling Chain — downstream operations may need rescheduling.

How do I request a handoff meeting with PE?

A handoff meeting is mandatory when: custom tooling/dies are needed, oversized parts require special nesting, complex “By Others” integration exists, or details deviate from company norms. Request the meeting in the FE to PE Release form Notes field. PE may also request a meeting after file review.

This page has two parts: a pre-release checklist (what must be true before you mark the job Released in Epicor and submit the FE to PE Release form) and a step-by-step procedure (how to organize files, update Epicor, and notify the team). Complete the checklist first, then follow the procedure.

Pre-release checklist

By marking Released in Epicor and completing the FE to PE Release form in the dedicated channel, you certify that your deliverables meet the requirements below (aligned with department standards).

Approval prerequisites

  • Build strategy: Project Advisor has reviewed and approved; PA Approved is checked in Epicor where applicable.
  • Client review: The client has reviewed the submittal (drawings, models, mockups, samples) and approved; Submittal Status is set to Approved in Epicor, and Submitted Date reflects the last submittal or resubmittal.

1. Rhino model geometry and hygiene

For command-level detail, see Rhino Drafting and Part Naming.

  • Cleanup: Run Purge to remove unused blocks, layers, and styles; run SelDup to remove duplicate geometry. No layouts (and no layout-only layers/blocks) in the release file unless required by standards. No empty layers. No nested “assembly” blocks that violate release conventions.
  • Object integrity: No bad objects (SelBadObjects), no open polysurfaces (SelOpenPolysrf), no extrusions where polysurfaces are required (SelExtrusion); use ConvertExtrusion where needed.
  • Part name uniqueness: Unlike geometries must not share the same part name. Use SelName and step through names so each name refers only to identical parts (or a single part). If two unlike parts shared a name, split names using the next unused P### in the series for the shipping component.
  • Naming conventions: File name, polysurface, and block names match team standards and Epicor/database compatibility. Hardware blocks use bracketed hardware tags; manufactured linked blocks follow MFG part format. UserText: Standard document and object keys (thickness, volume, project ID, etc.) are populated via the Engineering Toolkit.
  • Material thickness: Modeled thickness matches physical materials within company tolerances; confirm stock-on-hand thicknesses with Production Management when needed. Common sheet goods: follow nominal vs. shop-ply conventions in Material Modeling and team practice.
  • Bent metal: Correct inside bend radius and thickness; 2D flat patterns/unfolds include appropriate bend deductions.

2. Layering and organization

See Layer Organization and Codes & Tags.

  • Layer names begin with the material tag pattern required for BOM alignment (e.g. 03_CWKA-FE::PUR::… / MFG parent structure as documented). Handoff layers live under the correct FE PUR/MFG parents; CON reference data on 03_CWKA-FE::CON as applicable.
  • Purge construction-only geometry from the release file. “By Others” geometry may remain when it drives machining coordination.

3. ERP, BOM, and material validation

See Epicor Job Management, Takeoffs, and Part Management.

  • BOM sync: Every material tag used in the Rhino model appears on the Epicor BOM; cross-check tags in the model against the BOM.
  • Parts master: Every BOM line ties to a row in Epicor Parts (no improvised “part-on-the-fly” lines). Request global materials via the Part Requests channel; project-specific and manufactured parts via Part Entry as per process. Allow for 24-hour sync where applicable.
  • Related operation: Each material is assigned to the correct Rel Opr. (Related Operation). Post-release BOM changes must be flagged with Added Mtl per Epicor practice.
  • Takeoffs: BOM gross quantities and board footage follow company standards; solid lumber (SL) minimum dimensions belong in the material description where required.
  • Fixed quantity: Fixed QTY is verified for each material except where CMG rules differ—so parent job quantity does not incorrectly multiply materials.
  • Do not add bulk overage percentage beyond the agreed takeoff amount to BOM quantities.

4. Production readiness and tooling

See Shipping Components.

  • Shipping components: Model is split into shipping units. A shipping component is a completed rigid assembly that leaves the shop with one tag. Multiples of like geometry may share one SC; unlike loose parts cannot share a single SC number.
  • ERP upload: Upload the shipping components list to UD40 (Shipping Components — Kinetic workbench), or UD37 for CMG jobs. Names and quantities must match the model.
  • Tooling: Verify shop bed sizes (e.g. NY CNC 5×12, metal laser 5×10), site drill conventions, and for laser: hole diameter not smaller than material thickness. Support PM/Purchasing to order new dies or custom tooling before job start when needed.
  • Nesting: Parts fit within sheet rules—not the full nominal sheet is nestable. Use 1/2” perimeter clear for wood CNC; greater of 1/4” or material thickness for metal laser unless otherwise specified.
  • Manufactured part jobs: Coordinate with the Project Advisor (PA); submit the Job Request Form, create folders, and remember MFG jobs can release ahead of parent jobs.

5. Final handoff and documentation

  • PE Rhino file names (prefix before _PE):
    • Standard job: PROJ.NUM — e.g. 1105.007_PE.3dm, 1105.007_PE_20250124.3dm
    • Manufactured part: PROJ.MT or PROJ.WC + five-digit part — e.g. 1103.MT.00004_PE.3dm
    • Catalog item: two-character account + two-character category + three digits — e.g. CM.BE.001_PE.3dm
    • Catalog manufactured part: account + MT or WC + five digits — e.g. CM.MT.00005_PE.3dm
    • Isodate after _PE when using date form: PROJ.JOB_PE_20250124.3dm
  • File organization: Move the purged PE Rhino file to 03_PE_Releases/PROJ.JOB/Production_Files. Copy the full PDF fabrication set (including finish/material schedules) to Production_Drawings.
  • Geometry state: Model reflects geometry as it comes off the machine (e.g. sharp corners where round-overs are bench-applied).
  • PDFs: Prefer vector PDFs where possible; each shipping component called out clearly on drawings.
  • Epicor (job level): Engineering Complete checked per material after quantity/part verification; BOM Complete and Field Dimensions Received complete; Fabrication Engineer (may appear as Production Team on Job Entry) set to your name.

Communication and handoff meeting

  • Submit the FE to PE Release form and tag the assigned PM in the resulting channel post.
  • If release is after the scheduled start date, coordinate with adjacent departments and state that coordination in the release post Notes.
  • Mandatory handoff meeting when any apply: custom tooling/dies; oversized parts needing special nesting; complex non-standard “By Others” integration; details that deviate from established company norms. Request the meeting in the form Notes; PE may also request a meeting after file review.

Step-by-step procedure

1. Understand the job structure

For detailed definitions, see the Glossary.

  • Group Submittal: A package of multiple jobs submitted together to the client.
  • Primary Job: Subset of the project or group submittal.
  • WC Jobs: Wood Component manufacturing jobs.
  • MT Jobs: Metal Component or Kit of Parts manufacturing jobs.

2. File organization and folder setup

Use Windows Explorer paths (not Box links):

C:\BoxSync\Box\Awarded\PROJECT\03 Engineering\02_WORKING_Drawings_Models\03_PE_Releases

Create a new release folder

  • Copy the template folder: _PROJ.JOB_ScopeDescription
  • Example: 1102.011_Maitre D Stand
  • Create missing subfolders.

If not present, and releasing a manufacturing job manually, create:

  • 00_MT_WC_IP_MfgParts

Include files in their respective folders:

  • Production_Files
    • Rhino PE model file
    • Shipping components (SC) list — when releasing a primary job, not strictly required for manufacturing jobs.
  • Production_Drawings
    • Drawing set PDF

File naming conventions

  • Rhino model: [EpicorCode]_PE_YYYYMMDD (see also PE Rhino file names in the checklist above for catalog/MFG patterns).
  • PDF drawings: [EpicorCode]_ScopeDescription
  • SC list: [EpicorCode]_SHIPPING_COMPONENTS

3. Model and drawing preparation

Refer to Rhino Drafting for drafting standards and the pre-release checklist for release-specific requirements.

4. Epicor release process

For more information on Epicor, see Epicor Usage in Engineering and Job Management.

  1. Navigate to UD40: Shipping Components — Kinetic workbench (use UD37 for CMG — see Glossary).
  2. In the shipping components Excel sheet for the job, copy the ProjectID, JobNum, SC PartNum, Description, and Order Qty columns, excluding the headings.
  3. On the workbench page, right-click and Paste New.
  4. Repeat for all jobs being released (you can paste multiple jobs before refreshing).
  5. Click Update in the top-right dropdown and refresh the page.
  6. Open the Project filter to confirm records processed successfully.
  7. Go to Epicor Job Entry.
  8. For each BOM line:
    • Engineering Complete: Quantities verified.
    • Fixed Quantity: Checked unless releasing catalog items — confirm with PM or Engineering Director.
    • Make Direct: For manufactured parts only.
    • All materials have a Part Master.
  9. NOTE: Job-specific engineering comments on BOM materials (e.g. pull from inventory, PM to verify, use alternate if unavailable) must be appended to the part description on the BOM.
  10. BOM Complete: All parts and materials accounted for.
  11. Release on the Job Entry page.

5. Form submission (FE to PE release form)

Access the form via the FE to PE Release Form (typically through the Engineering Team SharePoint or internal forms system).

Note: Complete Phase 3 prerequisites and the pre-release checklist before submitting.

Required information

  • Name: Your name
  • Project: Project number and name
  • Job numbers: All jobs being released (e.g. 1085.016, 1085.017)
  • Part numbers: Key part numbers if applicable
  • Site of fabrication: Manufacturing site location
  • File paths: Windows Explorer paths (not Box links), e.g. C:\BoxSync\Box\Awarded\1085_ProjectName\03 Engineering\02_WORKING_Drawings_Models\03_PE_Releases\1085.016_Description
  • Notes: Special instructions, included jobs (e.g. “Includes PROJ.WC.00007 and PROJ.MT.00003”), handoff meeting requests, or late-start coordination

If releasing a Group Submittal or Primary Job with manufacturing jobs:

  • Combine client submittal drawings with job submittal drawings for full context.
  • Clearly highlight job scope in the production drawing set.
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