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.

925 Topics

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garybKnown Participant
asked in Kinetic & Epicor ERP

Application Server not holding SSL Cert

I am trying to install an application server for Kinetic 2023 for a test environment.  I had it working locally on the server, but then removed it due to some issues.  Now I’m trying to set it up again.When I assign the SSL cert to the Kinetic server, I can initiate the ping but once I click the Apply or OK button, it does not hold the SSL cert.If I try to add an application server or register an existing one, it gives an error:This IIS web server needs to have SSL setup before administering Kinetic application servers.  Open the server properties dialog and check the SSL Certificate settings.If I go back to the Server Managment, the SSL cert box is empty.Has anyone encountered this issue?

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4 months ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Kinetic 2022.2.12 & RFID

Is anyone using RFID for inventory control integrated with Kinetic-ERP.We are looking to enhance our processes.  

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4 months ago
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Luke RogersKnown Participant
asked in Kinetic & Epicor ERP

Loading a BAQ in expanded view

Hi Guys, We have a BAQ in our pilot system called transport board which our implementation consultant has built. The BAQ is a list of all sales orders waiting to be shipped (and lots more but i won’t go into that) We need it to load in a particular way when opened – grouped by date and then by customer but expanded and not collapsed as the screenshot shows below. Any ideas how to do it?   It should load these all open by date and then by customer – expanded (there could be 40/50 rows or more so you wouldn’t want to click through each one to open up but it needs to be in grouped view)

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5 months ago
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ddaltonInspiring
asked in Kinetic & Epicor ERP

Cycle Count Tag Entry using EKW

Hello Everyone, We cycle count using EKW and Honeywell CK65 handhelds.In our bulk warehouse locations, we have several large rolls of material. The typical unit of measure for these rolls is LF (Linear Feet). Bin H1 is one bulk location, it usually contains several different part numbers and several rolls of each different part number, i.e. 5 rolls of XX61 and 7 rolls of XX10 etc.Attached to each roll is a barcode label that contains its part number and quantity.A Cycle Count generates 1 tag for PN XX61 @ bin H1. In Bin H1 there is a total of 525,000 LF of XX61 (3 rolls @ 100,000 LF each, 1 Roll @ 105,000 LF and 1 Roll @ 120,000 LF.).  Using EKW Count Tag Entry for part number XX61we scan the first roll for quantity 100,000 and the next for 120,000.  The count quantity recorded is 120,000, the last quantity scanned.   In other word’s if you scan a roll for 100,000, and the next roll scanned is 120,000 the count tag quantity entered is 120,000.   What we desire is the sum of 100,000 and

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5 months ago
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melissahInspiring
asked in Kinetic & Epicor ERP

Excel Data Only Some GL reports error out when trying to print to Excel Data Only

Invty WIP Reconciliation & Journal Listing reports will not render to the Excel Data Only option. Had this issue when upgraded to 2022.2.14. Support said broke will be fixed in future.I updated our test environment to the .25 and then .28 patch and these reports run fine using this option. Updated last night to the .28 patch on Production and still have error out issues.Here is part of message:Program Ice.Services.Lib.RunTask when executing task 1327233 raised an unexpected exception with the following message: RunTask:System.ArgumentException: The shared data source must be specified. (Parameter 'sharedDataSourcePath')   at Ice.Lib.Reporting.SsrsReportImporter..ctor(SsrsReportingServiceCaller serviceCaller, String sharedDataSourcePath) in C:\_releases\ICE\ICE4.2.200.0\Source\Shared\Lib\RoutingBreakingRules\SsrsReportImporter.cs:line 35Any ideas?From a database standpoint I back up Prod DB and restore to Test DB so all is same data. Both dbs are on the Compatibility lever 130 (2016

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4 months ago
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mgarittaKnown Participant
asked in Kinetic & Epicor ERP

BOM Categories

Does Epicor acknowledge/support  BOM categories similar to that of SAP? Aside from s standard BOM does Epicor use Costing BOMs or Production BOMs for example? After creating a Standard BOM for a given part you would have the ability to replicate that BOM for costing/production purposes? 

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5 months ago
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glenn.owersBrainy
asked in Kinetic & Epicor ERP

Overview of Manufacturing Variance - Can anyone help??

We have found a number of manufacturing jobs from 2021 & 2022, which have not been closed.  I’ve analyzed the data and a large number of the jobs have a variance between the Estimated time and Actual time spent on the job.My question is:The labour rate in 2021 was $23.35 per hour for each employee.  The labour rate in 2023 is $67.66 per hour for each employee.  When the job is Closed and the manufacturing variance is calculated, what are the comparisons that Epicor does to determine the variance?  Does Epicor compare the 2021 labour rate to the current labour rate on the resource group or employee record and calculate the variance dollars based on the delta between the rates, or does Epicor continue to use the 2021 rate and compare to the amount of labour on the Part Cost record to determine the variance? Note, we calculate our Standard Cost in January of each year, so the labour amount on the Part Cost record today, will reflect the current year standard cost, which would be built

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2 months ago
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b.cunninghamNew Participant
asked in Kinetic & Epicor ERP

GL Consolidation for Multiple Companies

We have multiple companies in Epicor, domestic and international, and are looking to use Epicor/Kinetic as a GL consolidation tool.  Has anyone successfully consolidated GL within Epicor between companies with different base currencies?  Subsequently, how is foreign currency translation handled on a period (monthly) basis and how are intercompany transactions, if any, eliminated?  Or is GL consolidation being done outside of Epicor using Excel or a bolt-on product?

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5 months ago
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JoeHNew Participant
asked in Kinetic & Epicor ERP

Recurring Journal Entries 2023.1

New user from 6.1I created a list of recurring je s but am stmped on the next steps to schedule etc. Any wisdom to share?

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5 months ago
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dfortson
posted in Kinetic & Epicor ERP

Members Needed - HCM Leadership Council

We're looking for HCM clients who'd like to participate in the HCM Leadership Council. Volunteers will engage with other HCM users on the Leadership Council as well as Epicor employees. This commitment includes one monthly call. We discuss topics such as upgrades and patches, support issues, professional services, enhancement requests and education/training. We'd like 3-4 HCM users to volunteer (one per company please).  Please let me know if you are interested in this opportunity!  Thank you,Deanna HCM Product Liaison

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5 months ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Inventory items for maintenance module

We are looking to start up a Maintenance item stocking program. We do not want to carry the value, so we will set these to STD costing and at $0 and want the items to go to expense at time of receipt. What we are seeing is what we expected.When the PO is received in, the system adds the cost to inventory.  Its then doing an auto adjustment using “ADJ-CST” and moving the costs out to expense… we want it to expense, but instead of going to the actual maintenance parts expense account we created, the system is saying this is a normal inventory adjustment and moving this to our inventory adjustment account instead. We are not sure if this behavior can be modified with a posting rule or if a method/data directive would work.

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6 months ago
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Kevin MillerInspiring
asked in Kinetic & Epicor ERP

Tracking Purchases from Supplier's Sources

We purchase materials from distributors, but the distributors are only allowed to use our approved manufacturers.  The PO is issued to the distributor, but we need to track the approved manufacturer receipts when they are received.  How can we accomplish this in Kinetic?

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6 months ago
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MTPPInspiring
asked in Kinetic & Epicor ERP

Inventory Nonconformance processed as STK-INS and then INS-ASM but there is no job for it

Trying to locate and if possible retreive parts lost in inspection processing transaction.We had 3 inventory nonconfomances created for the same part. All were passed in inspection processing. One of the NCRs looks good with a STK-INS and INS-STK transaction. The other 2 have STK-INS and INS-ASM transactions. The problem is that there are no jobs for these to go to. Where should I look to find these parts and how do I get them back into inventory? Part Transaction History shot below. 

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6 months ago
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mfoxx@pragmaticconsulting.comNew Participant
asked in Kinetic & Epicor ERP

MIllion dollar journal entry?

This is a new one for me…Using Kinetic, in the browser.I am trying to enter a journal entry, using the “paste/update” function. My excel file and the cells are formatted as Accounting, 2 decimal places.It goes fine until I have a row with the debit or credit amount over $1,000,000.00. I receive an error message, with the option to either abort the update or continue. I chose continue and it skips that row. I then have to manually add a line (after the update is completed). I can enter the million dollar amount manually.I’m thinking this may be a bug with Kinetic. Has anyone else run into this? ThanksMarsha

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6 months ago
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rlyonsNew Participant
asked in Kinetic & Epicor ERP

Credit card customers going on credit hold

Hoping someone can provide some insight. We are a B2B company, our company offers credit card and terms as payment methods for our customers.Issue: When a sales order is created, there is a pop up that states “the customer is on credit hold, do you want to proceed etc?” the order then goes on hold and then customer will go on a credit hold. We have to remove this hold on the customer record. This issue is happening sporadically but it is wasting a lot of time. Our rep has to notify Accounting to remove the hold and then they can continue to process the order.Anyone know why this could be happening? It doesn’t make sense for a credit card customer to go on a credit hold ever. Here’s the setup:Our credit card processor is Ebiz Charge. Our credit card customers are set up with having a credit limit of 1. This was recommended by the ECC team (many years ago) that by making the value 1, it will only offer credit card as a payment method at checkout (we don’t want credit card customers to pu

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calvind
6 months ago
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Kevin MillerInspiring
asked in Kinetic & Epicor ERP

Purchase Order Weight

We order material by the foot, but it would be nice to be able to see the weight of each line item on a PO.  This way, we can make sure one purchase order fills a truckload.  For example, part A we order 100 ft. and part B we order 200 ft.  100’ of part A weighs 10,000 lbs.  200’ of part B weighs 25,000 lbs.  To make a full truckload of 40,000 lbs, we would increase one of the items..  We do have the unit weight on the Part attributes.  Anyone have a solution?

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6 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

AP Invoice Discrepancy With Transfer Orders

K22.1 Multicompany, multiplant, classic screens.Has anyone seen an issue where intercompany transfer orders, when the AP invoice gets auto-generated by Epicor, the Line Amounts do not agree with the Total on the invoice?  As a workaround, we tried adding a line to the invoice, but then the total shows double the correct amount.  The only workaround we’ve found is to delete the auto-generated invoice and re-enter it. Thanks

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6 months ago
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doug.harveyKnown Participant
asked in Kinetic & Epicor ERP

NMFC codes?

Am I just missing it, or is there no way to assign an NMFC code to a part in Kinetic?

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6 months ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Safety alerts / Tracking / Corrective actions

Is anyone using any of the Kinetic-ERP modules to capture safety alerts / corrective actions?We are currently using the Maintenance Mgt, with a scheduling priority of Safety, and issues of Safety. We are thinking of using the Corrective Action app to capture / process corrective actions related to safety improvements.Using Nonconformance type = Other, with reason codes for Safety related concerns/problems.We could address it there, and/or move into a corrective action for improvement tracking.Thoughts?

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6 months ago
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joneill@fitlifebrands.comNew Participant
asked in Kinetic & Epicor ERP

Bank Adjustment DMT Template

Hi,Does anyone have a DMT template for bank adjustments that will create the group and the adjustments? Or advice on creating a combined template for Bank Adjustments.I can get the adjustments loaded if I create the Group first.See attached file. Thank you in advance,Jon 

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6 months ago
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Chris.GInspiring
asked in Kinetic & Epicor ERP

MES - Start Production Activity Question

Is there any way when an employee is logged in to MES and starts production activity they only can select a job that has been assigned to them from the Work Queue or restrict the jobs to what resource groups they belong to?  Right now, they see all jobs.We have shop workers that sometimes login to the wrong job or operation. Ideally, we would like to assign a resource the job/opp in Work Queue and have it show up when the employee logs into MES.I’ve tried to map out a BPM but somehow, I cannot see where to start, on the epibutton search job function or a dataview query.  I’m struggling.   2 days of thinking on this.Thanks in advance!

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calvind
6 months ago
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gpenningtonInspiring
asked in Kinetic & Epicor ERP

Epicor Ideas help

Please help us get attention for an Epicor Idea.    The more votes we get the more likely Epicor will resolve our issue. https://epicor-manufacturing.ideas.aha.io/ideas/KIN-I-4078 When time is captured for an employee either via time entry or via MES these actual hours are logged as Booked hours. The booked hours are then compared to the work hours (what the employee is excepted to work. The difference is then reported. However the difference shows incorrectly for the employee. ExampleTwo time entries were entered, 8 hours of production and 3 hours of indirect work, summing to 11 hours for the day against Work hours of 8. However as an employee Epicor then reports a difference of Minus - 3 hours that the employee has not worked enough for the day -3 hours under 8 - 11 = -3 where it should be 11 - 8 = 3. If you have any ideas that you feel need more attention, please relay them and we’ll go into vote. thanks in advance,Glen 

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6 months ago
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jdroweParticipating Frequently
asked in Kinetic & Epicor ERP

Creating a commercial invoice with items from multiple plants

We are still a bit new to Epicor processes, and are looking to see what other users have used if they have items from multiple plants on a sales order, and then wanting to pick which items are going on the invoice.How are people doing this?Thanks in advance for any insight or recommendations.

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6 months ago
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Michele HarhutCommunity Manager
posted in Kinetic & Epicor ERP

Mexico Regional Group Meeting - Thursday, October 12th, 2023

Join Epicor Users Group for the first time in Mexico! Join us on Thursday, October 12 at the Epicor Monterrey offices for this day full of learning and networking where you'll hear live what Epicor experts have in store for you.Agenda:8:30 a.m. – 9:00 a.m. – Registration, Networking9:00 a.m. – 9:30 a.m. – Welcome and presentation – Antonio Lopez, Epicor9:30 a.m. – 9:45 a.m. – EUG Member Presentation – Robert Rodriguez, EUG9:45 a.m. – 10:45 a.m. – Data as assets and enterprise AI – Ivan Rebolledo, TCP10:45 a.m. – 11:00 a.m. – Break11:00 a.m. – 12:00 p.m. – Solving the dilemma between integration and customization – Fidel Yanez, AUROS12:00 p.m. – 1:00 p.m. – Lunch, Networking1:00 p.m. – 2:00 p.m. – Best practices in manufacturing cost calculation.2:00 p.m. – 3:00 p.m. – What's New in Epicor 2023.1 – Ruben Leal, Epicor SE Manager3:00 p.m. – 3:30 p.m. – Closing, Call for volunteers to the user group, choice of dates for the 2024 meetingDate: Thursday, October 12, 2023Location: Epicor Offic

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7 months ago
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BK20New Participant
asked in Kinetic & Epicor ERP

BAQ Grid Refresh on Home Screen

We aren’t live yet but so far I’m a big fan of the BAQ grids on the web home screen. However, if I have a BAQ with a parameter prompt, every time I leave the home screen and return, it prompts for a value, even though I haven’t selected the grid. Anyone have a solution?  

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6 months ago
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