Kinetic & Epicor ERP

Forum for questions relating to Epicor ERP lineage (Kinetic 2021, Epicor ERP 10, Epicor 9, Vantage 8)

  • 855 Topics
  • 2,338 Replies

855 Topics

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codyc@millerbernd.comNew Participant
posted in Kinetic & Epicor ERP

Epicor Asset Management Experience

We are working with Epicor on evaluating the Asset Management module. Our accounting team was looking for a reference from Epicor to discuss their use of Asset Management. Would anyone be willing to have a 30 minute call with our accounting team, or be willing to give a brief overview of their experience with Asset Management?

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3 days 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 days ago
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iankInspiring
asked in Kinetic & Epicor ERP

Refresh Kinetic Dashboard on a Timer

We have recently upgraded to Kinetic from Epicor 10.1. We have a lot of Dashboards that refresh on a timer. Although I can run the upgraded kinetic dashboards, they don’t run a timer. I have been told that with application studio, I should be able to add a dashboard-timer-set event. How would I use this to refresh a dashboard every 10 seconds? I can’t find this in any or the Application Studio user guides.

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4 days ago
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mcabb@psi-ga.comNew Participant
asked in Kinetic & Epicor ERP

Moving inventory in-between operations to warehouse

Hello all, We are trying to find a solution for parts that are in process but need to be moved to the warehouse between operational steps. Most of the times we have to wait a few days/weeks after completing an operation before beginning the next operation. This is due to machine availability. In our current process we use a 3rd party system that creates a part number outside of Epicor. We then can use this part number to move inventory to and around the warehouse and the next operation when needed. We are also able to use the 3rd party system to check inventory quantity. We are hoping to use only Epicor moving forward. We have a mix of make to order and make to stock jobs. We have looked at using WIP transaction history tracker, but have run into some issues with this as we cannot see quantities of all partially completed jobs in WIP and in stock at the same time. With make to stock, the issue is, Epicor does not issue a lot number till the final operation. We can have multiple lots in

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djo
10 days ago
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alexander.schaaf@incoe.deNew Participant
asked in Kinetic & Epicor ERP

MS Odata Client Generator

Hello,this is my first post, so bear with me if I did miss any topic related to my issue.A while ago I created c# console application that would create odata clients for every endpoint automatically, using Microsofts odata CLI tool. While this works like a charm for all methods that are labeled “odata” in the epicor api help, the RPC methods lack the parameters and I was wondering if there is any way I could force epicor to give me the parameters in it’s metadata. This is the method definition I get for LaborSvc.StartActivity e.g.:<!-- /{currentCompany}/Erp.BO.LaborSvc/$metadata --> <Action Name="StartActivity"> <Annotation Term="Org.OData.Core.V1.Description" String="Method to call to start an activity in Shop Floor." /> </Action>As you can see, all parameters are omitted. The generated code does not allow me to set any.Is anyone else in experienced in using the odata client cli?

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10 days ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Classic dashboad to kinetic publish and filter

We are in the process of uplifting out classic dashboards to kinetic and some have  multiple BAQs with publish and filter,  and it appears it is not working. Did we loose that functionality, or am I missing something?

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11 days ago
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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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12 days 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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12 days 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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16 days 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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19 days 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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26 days 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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26 days 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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1 month 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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1 month ago
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Danielle.HolbrookKnown Participant
posted in Kinetic & Epicor ERP

Epicor HCM Product Liaison Introduction

Hello!I want to reach out to the ERP community to introduce myself.  My name is Danielle Holbrook and I am the Epicor HCM Product Liaison.  I have been using the HCM product (and its previous versions) since 2008.  I would like to offer support with Epicor HCM to this group and invite users to join the HCM community as well!I am currently looking for individuals who want to join the Epicor HCM Leadership Council so if you or someone you know is interested please reach out and let me know!  Please respond to this thread.Thanks,Danielle

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slepley
1 month ago
D
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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1 month 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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1 month 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.

1
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1 month 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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K
1 month 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?

3
A
1 month 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
1 month 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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B
1 month 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

0
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1 month 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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1 month 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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2 months ago
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