Epicor ERP & Kinetic Products

Product forums for everything Epicor ERP/Kinetic (including our SLS product forum). From the latest releases of Kinetic 2021 and Epicor 10 to older versions of Vantage 8 or Epicor 9.

921 Topics

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melissahInspiring
asked in Kinetic & Epicor ERP

Column not visible in dashboard grid

I have a dasboard I updated to group by our Engineer’s name on opening. However, now if a user wants to pull the name back down into grid to sort or group by something else, the Engineer’s name does not show in the grid. Properties show the field is marked Visible False. I have tried to recheck the visible box, save, and redeploy. But when we re-open the dashboard it goes back to being marked Visible False (checkbox cleared). This is the first time I’ve seen this issue in one of our dashboards.  Any ideas as to why and how to fix?ThanksMelissa

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S
1 month ago
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kstinnettInspiring
asked in Kinetic & Epicor ERP

Tablets (Handhelds) Epicor MES

Looking for any recommendations on what people are using for Tablets on the Shop Floor. Pros and Cons and what should I be looking for.

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D
1 year ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

Material Request Queue

We are cleaning up some unclosed Sales Orders from several years ago but when trying to close the orders get the message about their being referenced by at least one material queue.  I have looked all over for the dashboard for the Material Request Queue but can’t find a menu item for Advanced Materials Management (licensed) except under Data Collection and that one has no General Operations sub-menu.This is for Kinetic 2021.2.9 - Any idea where I can delete items from the queue?Thanks,-Todd C.

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M
7 months ago
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dleclairParticipating Frequently
asked in Kinetic & Epicor ERP

E9 to Kinetic migration

Has anyone here successfully migrated from E9 (9.05.702A) to Kinetic? I’ve been working with Epicor for about a month now trying to migrate the database and continue to get errors. If anyone has completed this type of migration, I would be interested in finding out some information to see if it is worth any more time or if I should just upgrade to E10. Thanks

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mwilson
2 years ago
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McKessonHVSNew Participant
asked in Kinetic & Epicor ERP

Filtering information for a dashboard

I’m working on a complex dashboard where I have several If-Then scenarios coming from demand consumption. The dashboard is pulling information from Job Demand and Issued figures, On-Hand demand, and Open PO Lines. In a case where the demand is satisfied in the job, I don’t want it to show the On-Hand, nor PO information. If it’s still an open line item and is Satisfied by On-Hand Material then I don’t want it to show the Open POs for that part. I also need to tackle the issue that if there is more than one On-Hand location and/or multiple POs that it not duplicate the demand figures in each line. Is there a way to either tackle this kind of logic in the BAQ output or the Dashboard information? I would prefer to show a single line for the demand and and supply portions (skipping what is not needed) and be able to drill down into the detail as needed.  

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mwilson
2 years ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

Subquery Totaling PartBin Quantities

Kinetic 2021.2.3 SaaSFor a part I am trying to have a Subquery return the Sum of Quantity Onhand for whatever bins the part is in.  The subquery is returning a row for each bin and the Sum being calculated shows just that bin quantity.   I think I have something backwards because I am sure this sort of thing is done routinely.  I am getting:But I need one row with TotOnHand = 32.  The subquery links to the top query by PartBin.Company and PartBin.PartNum.  The aggregate calc in the top level SubQuery1 isSum(PartOnHand.PartBin_OnhandQty).Any hints on getting the correct Sum and one row per part?Thanks,-Todd C.

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2 years ago
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david.hiteKnown Participant
asked in Kinetic & Epicor ERP

Set QOH to 1

I am looking for either a DMT or other solution to set a list of Parts to QOH to 1.   The problem is I just want to sent them to 1 the previous Inventory is not valid.    Looking for a strategy to get this done for a list of parts.   Just curious if anyone has any ideas or suggestions.  Thanks

9
G
2 years ago
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MTPPInspiring
asked in Kinetic & Epicor ERP

Can I use Dashboard filters to set a dashboard to show only dates greater than 24 months ago? If so, how?

Can I use Dashboard filters to set a dashboard to show only dates greater than 24 months ago? If so, how?For example, I have a dashbaord that shows customer shipments. I want to add a tab that shows only shipment with shipment dates that are older than 24 months.

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L
1 year ago
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dinmanBrainy
asked in Kinetic & Epicor ERP

BPM Condition contains wildcard?

I've written a BPM that send up an exception when certain part numbers are entered on Sales Orders, based on our part number nomenclature. Unfortunately, over the years this nomenclature hasn't been strictly adhered to, so I'm having to get "extra" to exclude the correct parts and cannot get a wildcard to work correctly in a condition.For example, a standard part number may be something like A1454C-3-CI, where the "-3-" refers to the part category. Those are easy to exclude. However, there's also ones like A1454C-3PBA-CI, so I'm trying to get it to trigger on part numbers that contain "-3%-", but that string doesn't work. It doesn't like my percent sign between the 3 and the dash. Works great in a BAQ, but can't get it to work in the BPM, even though it doesn't throw any syntax errors.Is there a different wildcard that I should be using than % (already tried both * and ^ to no different results).

9
D
1 year ago
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brenzemaKnown Participant
posted in Kinetic & Epicor ERP

Kinetic Mobile Warehouse and Bartender Implementation

We are planning to implement Kinetic Mobile Warehouse and Bartender in Q3. We currently do not use handhelds at all. Is anyone willing to share their experiences related to the following: Devices - recommendations for devices, tablets, or printers Implementation timeline Any potential issues or challenges we should watch out for Was customization necessary? Thanks in advance for any feedback

9
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1 year ago
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kstinnettInspiring
asked in Kinetic & Epicor ERP

Production Detail Report

Shouldn’t the difference between the Standard Cost and Actual Cost be the amount of MFG-Variance in the WIP/Reconciliation Report. I have ran several Production Detail Reports and then ran the WIP/Reconciliation Report just for each individual job. I can not figure out the MFG Variance is being calculated on the WIP/Reconciliation report. I read through another post that Monty had commented on that there were some BAQ’s he had written but I have not been able to figure out where those are and if they are still on this site.

8
A
1 year ago
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jdroweParticipating Frequently
asked in Kinetic & Epicor ERP

Sales Order Backlog Report doesn't include all orders

Hello,Can anyone assist on possible reasons some orders that appear to be in the proper date range for the Backlog report may be left off the report?We have a report style that breaks at territories, and a few salespersons are not seeing all their orders on the report. When checking, the salesperson does have the territory assigned, and the order does have that salesperson listed on the order, and it has not shipped.However when the report is ran, the order is not listed on the report.Any thoughts on what might be stopping some orders from making it to the report?  It appears to be random, this is not happening to one salesperson.  So it may be a behavior or status on our end.  But we are under 2 years with Epicor so i am still learning all the ins and outs, so i don’t know what factors prevent an order from showing up on the Sales Order Backlog report.Thank you for any assistance or guidance you can recommend.

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J
1 year ago
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BManninNew Participant
asked in Kinetic & Epicor ERP

ACH payments - NACHA file

I am 99% complete testing my ACH payment and I noticed my NACHA file only has payment 1 of 2 for each of the suppliers I paid 2 test invoices for.  The Remittance Advice & Pos Pay shows two invoices/total for both, Supplier Tracker payment history shows the total.  My NACHA file only lists the first invoice for each.  Anyone run into this or have any idea if it’s a configuration issue?  I think it might be my file.  This is beyond frustrating - started this process 5 months ago.

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B
1 year ago
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john.leopoldNew Participant
asked in Kinetic & Epicor ERP

Upgrade from 9.05.702a to latest version of E10 Concerns

We are considering an upgrade to the latest version  E10. but feel rather paralysed by the perceived enormity of the task. mainly as we have a lot of customizations, with poor documentation on them, so feel the conversion and testing effort could be big for that. see below  Most of the BPMs have ABL codeWe are unsure what customisations are still needed or made redundant by new functionality in E10, so may need to go through quite a big analysis effort to work that out.So my questionsCompared to other people who have upgraded is the number of customisations normal? How feasible would it be to consider this a more of a reimplementation and just convert the data and then work out where we need to customise and reimplementThanks everyone

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3 years ago
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jamie.koenigNew Participant
asked in Kinetic & Epicor ERP

Slow Moving Inventory Identification

Hello,I didn’t see any current conversations on this topic so thought I’d ask; does anyone have information on functions within Epicor that would send a notification or push a report that shows finished goods inventory without transactions for a specific amount of time? Thank you,Jamie KoenigDielectric Mfg

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D
8 months ago
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Ryan.IInspiring
asked in Kinetic & Epicor ERP

One off financial consulting need - E9

Hello,I’m looking for a little help with some financial configuration in our current E9 environment.  I need to differentiate revenue streams into 5 or 6 categories as we currently just have everything funneled into the one natural GL account.  I was planning on creating additional departments along with sales categories to accomplish this, but I don’t have the knowledge to pull it off.We are in the middle of an upgrade to 10, but for whatever reason, our current consulting group doesn’t seem to want to touch our live environment.  As close as we may be to moving to 10, my management team wants this implemented asap in 9, so I’m in a bit of a bind.I don’t want to fully engage with another large consulting group and go through that process, so I was hoping for an hour or two(+) session on the side to knock this out.If anyone has any ideas, recommendations, or is interested, I’m all ears.Thanks!  

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R
1 year ago
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kgilchristKnown Participant
asked in Kinetic & Epicor ERP

Dashboard

I have created a dashboard that has multiple queries. I have published the ProjectID field from one of the queries and subscribed to it from the other 2. My problem is, I want the user to be able to enter multiple ProjectIDs because some projects are related and they would like to see the information returned for the related projects. When I modify the tracker and add additional ProjectID entry fields, the dashboard doesn’t return anything. As long as I enter one ProjectID it works great, but more than one doesn’t work. I’m guessing it’s evaluating as And instead of Or. Is there any way to make this work?

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K
3 years ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

BAQ Selection Based on File to Table Content

A user is asking for information about parts and wants us to create a BAQ for her for selected parts - up to 250 at a time.  I’m not sure what the best way to approach this is.  First thought is a UD table, populated by a DMT script, from a spreadsheet and using that table of Part Numbers as the top table in the BAQ.  But I was wondering if there is a better way to do this.  Any suggestions?Thanks,-Todd C. 

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T
2 years ago
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wmitchellParticipating Frequently
asked in Kinetic & Epicor ERP

PO Approvals

As a result of a change in the organisation I have a director who is now the senior approver, and cannot approve POs sent through to him. The buyer who raised the PO has this person listed as an authorised user but when the approver attempts to click the approver checkbox he gets a message saying he has exceeded his limit and it should be approved by - and his own name.Can someone help because I’m tearing my hair out with this.

8
G
1 year ago
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Michaela.HKnown Participant
asked in Kinetic & Epicor ERP

How to put a part's components back into inventory

We have crates that are assembled and often times we end up needing to disassemble them and put the re-usable parts back into inventory. I cannot figure out how to do this. We don’t want to have to go back to the original job that created the crate in the first place as we don’t always know what job that was. Basically part A is made from B and C. How do I take A out of inventory and put B and C back into inventory without just doing quantity adjustments? There has to be a better way to capture this work. 

8
S
2 years ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

Epicor Cloud Integration for Kronos

Kinetic 2021.2.5 SaaSIn a meeting today someone mentioned trying to bring Kronos labor information into Epicor.  Currently there is no labor cost in Epicor so WIP value is incomplete.  The parent organization is all Kronos so the client company I am working for is too.  I came across the Cloud Integration API using Jitterbit and see that it integrates with Kronos.Anyone out there using this and if so does it work OK to get labor costs (or hours) into labor detail records and associated with a job?  Is it automatic or batch run as a scheduled task?  Just testing the waters to see if this is worth the time to investigate further.Thanks,-Todd C.

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J
2 years ago
EM81
EM81Inspiring
asked in Kinetic & Epicor ERP

Entering invoices as they are received - how to find in multiple batches when time to pay?

Good morning all,I know very little about our AP Process at the moment, but here’s the situation I’ve been tasked with improving.  Currently, our AP dept enters invoices into AP Invoice Entry when they are ready to pay them, not as they are received.  So our AP Aging report is useless and some vendors are falling through the cracks, creating problems for us.  When we spoke to Epicor they said invoices should be entered as they are received (which makes sense), however our AP dept pushed back saying that if they did it that way, how would they search through multiple groups in order to find the invoices they were ready to pay when the time came?  I am reading through all the guides, etc to find that answer, but figured this was a better way to get the answer.  How do you handle your AP invoices?  Entered as received?  And how exactly do you pay them when you’re ready to do so?Appreciate any insight you can give me!Erin

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EM81
3 years ago
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BenitaNew Participant
asked in Kinetic & Epicor ERP

Multi-Company Direct task

I am trying to find other individuals running the Multi-Company process to see if they have ever experienced any server performance related issues with the Multi-Company process?Have you every had an issue with you task agent and the frequency to which you run your multi-company process?If you are using Multi-Company and consolidating I am curious has to what frequency you are running the process? 

8
B
2 years ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

BAQ Error Question - Bad SQL statement

An odd situation with a BAQ that we have never seen before… In Analyze the BAQ says “Syntax is OK” but when testing we get an error - “Bad SQL statement”.  Not sure if this is related to the fact that is it returning 0 rows or something else at run-time and the error is causing zero rows.  The intent of the BAQ is to create a tab delimited text file with one line of header values and a second line of the data values.  We eventually want the text field to be deposited in a secure FTP site , like a drop box, where BarTender can see it and process the label information.  The SQL “not real” code under the General tab is long but we don’t see anything obvious in it.  The actual table links are in a sub-report and the Top Level SubQuery has only the sub-report with no links to anything else and the display is one huge calculated field (see below) from the fields passed from the SubQuery.Any ideas what the Bad SQL means even when the Syntax is OK?  It says to check the Server Event Logs but I

8
A
1 year ago
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MTPPInspiring
asked in Kinetic & Epicor ERP

Data Collection: How do you track labor when system maintenance is happening?

We are struggling with finding time for IT to do system maintenance. We have not been able to find a good window where one shift or another is not scheduled to work. We have concluded that we will need to have people track their labor activitieson paper and then upload via DMT.  We have been told that even if Data Collection is on another server people will still be bumped off when SQL server maintenance is done. I am curious as to how other businesses manage this?

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fred
9 months ago
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