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.

927 Topics

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kgilchristKnown Participant
asked in Kinetic & Epicor ERP

Check Processing Approval

I would like to setup a process for AP Payments where the AP clerk can setup the payment group but the Controller must approve the printing and posting. Has anyone done anything like this? Kathie

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mwilson
1 year ago
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bkyleInspiring
asked in Kinetic & Epicor ERP

how do I entre outside Payroll service info for both GL and Bank rec

I am switching from doing payroll in Epicor to an outside service. I ran a few payrolls and am now entering the data from Payroll reports into Epicor.  I made a spread sheet.  Cut and pasted into a GL entry and posted. GL wise everything is kosher. Today I am doing a bank rec. I have no payroll cash transactions to clear since they were GL entries. If I make bank adjustment entries I am double counting. Not sure how to fix what I did in December and how do I enter the data in the future  so I have balanced GL entries and can do bank recs.  Any advice would be appreciated.

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W
1 year ago
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lairdlKnown Participant
posted in Kinetic & Epicor ERP

Users accesing menu items / dashboard / reports

We have some several custom dashboards and reports we would like to see if they are still being accessed.Has anyone build a query or way to see this type of activity.E10.2.400.26Thank you 

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D
2 years ago
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jmeyerParticipating Frequently
asked in Kinetic & Epicor ERP

Looking for some guidance on releasing of jobs in Epicor

Historically we have been releasing all jobs to Epicor as soon as they have finished engineering them. We mark Engineered and released at the same time and try to let the scheduler distinguish priorities from there. The input we received from Epicor was that we have too many jobs concurrently release/in work in the system and that we should be controlling the flow by releasing when the job is due to start running. Just curious how others are doing this and if they are not releasing right away, how they handle purchasing getting suggestions or non mfg operations such as programming getting claimed back to the jobs. Also, how do you determine the future load on the shop prior to releasing the jobs? Thanks, Jarred

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2 years ago
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c.freedNew Participant
asked in Kinetic & Epicor ERP

Agile Manifest - Source Information Systems Closure

Reaching out to hear how other users are handling the abrupt closure of Source Information Systems,  the company that delivers and supports AgileShip Connect and AgileShip Manifest.    Will you be migrating to Epicor QuickShip or will you be migrating to another solution?   Any thoughts that could be shared would be welcomed.  

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P
9 months ago
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melissahInspiring
asked in Kinetic & Epicor ERP

User cannot see menu but no menu security

Ok team, here is an odd one….I have a user that has a full Epicor license, has favorites setup for menu items in Inventory and Purchasing, but the Material Management high level menu is not shown in her menu tree. If she searches for something like PO Entry, which is on her favorites tiles and uses all day every day, there are no search results. I reviewed the menu security for both the main Materials Management and the sub menus  of Inventory and Purchasing and they have the checkbox checked for the Allow All Access.Any ideas on why we can see those menu items but she has the Favorites for some of the menus under the General Operations?I’m stumped..ThanksMelissa

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M
1 year ago
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Jack.PennypackerInspiring
asked in Kinetic & Epicor ERP

GL Account not showing up correctly

We have an account set up for a fixed asset project.     When you do a search in General Ledger Account Maintenance, the account will show but the description is blank.     When you do a search in Chart Tracker, the account does not show up at all.    It is an active account, but something is wrong, and not sure what it could be to be able to fix it.      Any ideas or suggests, all would be greatly appreciated.  We are on Epicor ERP  version 10.2.700

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Tina Brady
1 year ago
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

Single Plant Operation Masters

Multi-plant folks, with Operations master records different between plants:  Is there a way of loading the single-plant operations only in the plant where they exist? I used DMT for the loading of the separate operations into the two plants, but when I do it manually in the Operation program the same problem still exists.  When I enter a new Operation and its scheduling requirement in a given plant, it also appears without the scheduling requirement, in the other plant.  In the Operation (Maintenance) program, when I open one of these “not in this plant” operations, error messages are displayed saying, “a scheduling requirement must exist.” 10.2.700.  Can anyone point me in the right direction?  We have two plants that have very different resources and capabilities, and we’ve attempted to keep the operations, resources and resource groups separate between the plants.

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2 years ago
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john.chinNew Participant
asked in Kinetic & Epicor ERP

Restrict Access to Customer Maintenance to just "Ship to" tab

Is it possible to restrict a user’s ability to add/modify information in Customer Maintenance to just the “Ship to” tab?  We’re running Epicor 10. Thanks

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A
2 years ago
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garybKnown Participant
asked in Kinetic & Epicor ERP

Refresh Existing Job Burden Rates

We are using Epicor 10.2.500.13We recently found that two of our Resource Groups had incorrect burden rates, and also were assigned to the wrong department.  We’ve changed the Resource Groups so they are assigned to the correct department, and the burden rates were updated.I know this will take effect on future new jobs.  However, we need current unreleased jobs to be updated with the new burden rates. Modifying each job would not be possible due to the number of jobs (432).  Does Epicor have a utility to updated all these unreleased jobs with the new burden rates, or is there a way to perform a mass update?I’m thinking using DMT would be an option.

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G
1 year ago
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MTPPInspiring
asked in Kinetic & Epicor ERP

How can employees start production for multiple jobs at one time?

How can employees start production for multiple jobs at one time? Using Data Collection.

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

LaborDtl Storing JCDept on Indirect Labor

We have an instance of some records in LaborDtl that have a JCDept assigned, even though the transaction is for Indirect labor.  How would it assign a JCDept code even though the entry was for an Indirect Expense code?  Not only that, but it’s assigning our General department (30) rather than the department the employee belongs to (23).I’ve looked at the indirect expense codes and I cannot find anything that looks out of sorts.For example, one employee has 3 entries for funeral leave for 3 consecutive days.  2 of the entries do not have a JCDept in LaborDtl, while the 3rd one does.  It isn’t affecting anything seriously, just some reports that are comparing both the JCDept in LaborDtl and the JCDept assigned to the employee.We are on Epicor 10.2.500.13.

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1 year ago
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brenzemaKnown Participant
asked in Kinetic & Epicor ERP

Make vs. Buy - Changes per situation for the same part

We fabricate some parts in house and others we buy. We have standard rules for which parts fall in either category; however, depending on lead time, workload, or other factors, we may decide to buy something we traditional make ourselves or vice versa. Our planning team makes this decision.The issue we’re having is that a part can only be set up 1 way, so it always defaults to one or the other and then the part master has to be updated to get either the PO or job to produce as desired for the specific situation. This isn’t working well for us. Because we do buy a lot of fabricated parts, they don’t stand out as an issue to our purchasing team and so once we make a decision one time to buy something we would normally fab, it tends to stay a purchased part. Does anyone have suggestions on how this could be handled better? 

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D
2 years ago
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Michele PelleyNew Participant
asked in Kinetic & Epicor ERP

Vendor Spend BAQ Issue

Hello,I am very new to BAQ and SQL. I have not created this BAQ or report, but I have been tasked with fixing it.The problem: The current BAQ is not pulling the correct numbers. When we pull the data from the supplier tracker (links) it shows different summations; by a huge margin on both sides. Please see attached for the BAQ itself and the designer file.Thank you!select [Vendor].[VendorNum] as [Vendor_VendorNum], [Vendor].[VendorID] as [Vendor_VendorID], [Vendor].[Name] as [Vendor_Name], [Vendor].[Address1] as [Vendor_Address1], [Vendor].[Address2] as [Vendor_Address2], [Vendor].[Address3] as [Vendor_Address3], [Vendor].[City] as [Vendor_City], [Vendor].[State] as [Vendor_State], [Vendor].[ZIP] as [Vendor_ZIP], [Vendor].[PhoneNum] as [Vendor_PhoneNum], [Vendor].[TermsCode] as [Vendor_TermsCode], [POHeader].[OrderDate] as [POHeader_OrderDate], [POHeader].[TotalCharges] as [POHeader_TotalCharges], [POHeader].[TotalMiscCharges] as [POHeader_TotalMiscCharges], [POHeader].[TotalOrder] as

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M
1 year ago
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MTPPInspiring
asked in Kinetic & Epicor ERP

How can you change a scrap qty if the labor record in time and expense is no longer reacallable?

Finance runs Capture COS/WIP every week. This results in situations where the labor record in Time & Expense cannot be recalled to adjust the scrap qty when errors have been made.  This is for scrap not NCR/DMR. A few things we have tried:Not allowed to enter a negative scrap qty from MESNot allowed to enter a negative scrap qty from a new Time & Expense detail record.Cannot adjust scrap qty from Job Adjust.Does anyone know a way to adjust the scrap qty in an operation if labor has already been pulled? We are a foundry so we experience a fair amount of scrap. Would LOVE to find a way to adjust scrap qtys.Thank you for your help. 

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mwilson
1 year ago
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SPowellNew Participant
asked in Kinetic & Epicor ERP

Sales Report

I am trying to create a BAQ to sum the invoice totals for each customer. I can not get the sum feature to work. I am sure that I am missing something… I would appreciate any help. 

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S
2 years ago
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rachhNew Participant
asked in Kinetic & Epicor ERP

Sales Order etnry

Hi. I was told that Line 1 from an order could never be deleted. So if I have an order of 100 items, but need to remove line 1 from the order (because the customer decides they no longer want that product), the only way is to void that entire order and start over with a new order? Is this really true? If so, could someone provide documentation to back that up? Thank you. Rachel 

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R
1 year ago
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

Upgrade To Which Version?

Next month, Epicor 10.2.700 goes out of premium support.  Which versions of Kinetic have you implemented live, that have given you functional issues?  We’re staying with WinForms for now, so it’s not about the new interface for us, only about retaining functionality and introducing minimal software errors.  Please share your recommendations on the K21 and K22 versions and what you’ve seen. Thanks much,..Monty.

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1 year ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

Client Version Mismatch with Cloud Server (11.1.200.5)

Looks like they updated the cloud server and my client no longer matches. Usually when I log in if there is a need for updates it starts copying client files but I can’t see a way to trigger that.  I looked in the C:\Epicor\GOV\2xxxx-LIVE\Client folder but did not see anything except AutoUpdate which gave me an error about not finding default.sysconfig in the config subfolder.  There is one there but it is prefixed with our SaaS instance number. I know I have resolved this before but never for a Cloud setup.  Any hints?  I’m dead in the water.Thanks,-Todd C.

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

Project Management - Best Practices?

My client company manufactures large automation systems to dispense pharmaceutical products.  Mostly for large hospitals or mail-order delivery.  I see that 5-6 years ago they were using the Project Management module to manage these large build projects - some running 18 months or more with hundreds of sub-assemblies.  Now they seem to have lost the corporate knowledge of how to structure many jobs under one project and they struggle with Revenue Recognition.  I have been trying to explain the benefits they could get if they go back to structuring whole Projects rather than individual jobs.I may need a sanity check but Project Management sure looks like the way to go in this environment.  Anyone else out there manufacturing for large projects like this and successfully using Epicor’s Project Management?  Any tips for explaining the benefits would be much appreciated.  I’m currently refreshing my memory by reading the user guide Project Management section.Running Kinetic 2021.2.5 SaaSTh

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T
2 years ago
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garybKnown Participant
posted in Kinetic & Epicor ERP

Finding AR Balance Report Details

Currently using E10.2.500.13We have a case where we are giving a cash rebate to a certain customer, based on their current total AR balance.  With this rebate, we need to break in down to the line level, as some part groups receive a larger rebate percentage than other groups.We use the Aged Receivables Report to get the total current AR balance, however I cannot find any report that gives any detail information.Is there a way to get which invoice lines are applicable to the current open invoices with a balance?  Even if this is done with SQL, I’m good with that.  So far I have not found any detail records in the tables when it comes to open AR balances.Thanks.

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T
1 year ago
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dmyersParticipating Frequently
asked in Kinetic & Epicor ERP

Journal Entry Kinetic form - paste insert lines

Hello,In classic view there is option to paste in journal lines from excel.  We use this feature in several screens in classic view.  Has anyone found how to paste insert lines into kinetics?  This is a very useful feature, sure hope that feature is going to be added before the classic forms go away. Thank you,Donna Myers

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B
1 year ago
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MTPPInspiring
asked in Kinetic & Epicor ERP

Tracking scrap from job costs

We are in process of implementing Kinetic 2021.2.5, building dashboards. Part of our business is a foundry. One of our key metrics is the cost of scrap. DMR is not required for scrap until the part is in metal so some scrap is done without NCR / DMR. Does anyone have a good way to track job scrap cost? We have not been successful in locating this data even with the help of our operations, finance, and tools consultants. Seems like someone else would be tracking this as well?

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nmueller
2 years ago
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pgoodhewInspiring
asked in Kinetic & Epicor ERP

C# - looping through all rows in a dashboard grid

I am working on a customized dashboard, trying to have it set a value for a field in all rows in the grid when the user clicks a button. I have defined an EpiDataView pointing to the grid, which compiles OK, but looping through all rows is causing me problems. I can get it to do it on selected rows using “foreach (var row in edvMyDataView.SelectedRows)” (thanks to the EUG community in a previous post) but so far I have been unable to get it to work for all rows. I have tried “foreach (var row in edvMyDataView.Rows)” but this doesn’t compile. Would be grateful for any assistance.ERP 10.2.700.Kind regards,Peter

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P
1 year ago
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glenn.owersBrainy
asked in Kinetic & Epicor ERP

Move Stock to Non Nettable location and remove stock value from G/L

We have components within our raw material inventory that are no longer used within our manufacturing process.  In simple terms, these items are obsolete.We want to move the items from our main warehouse to a non nettable location in the same warehouse or a different warehouse.  We will be using the Inventory Transfer process to move the items, but we would also like the value of those items to be removed from our raw material G/L account.We cannot physically scrap or trash these items, as they may be required within our Repair group in the future.Has anyone done something similar or can anyone provide suggestions on how we can accomplish this?Thanks.

5
G
1 year ago
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