Kinetic & Epicor ERP
Forum for questions relating to Epicor ERP lineage (Kinetic 2021, Epicor ERP 10, Epicor 9, Vantage 8)
- 770 Topics
- 2,157 Replies
EDI using Demand Management in Kinetic
Has anyone been able to figure out how we can put EDI orders through Demand without it keeping history or triggering scheduling? Since we do not use contracts for hand-entered sales orders, we do not want EDI orders to use contracts either. Has anyone been able to see if there is some way to skip that part and just have the EDI order be a regular sales order?
Menu Maintenance - Kinetic App - Program ERP.UI.xxxEntry - Select customization - Set as Read Only
In Kinetic, the Entry Screens now have what’s called an Activity window. Essentially, Epicor built the Trackers inside of most Entry screens (YEAH!!). Therefore, you don’t have to open a new form to see the related transactions to the job, order, po, etc. Additionally, this allows me to create the entry form customization and not two customizations to the independent forms: entry + tracker. Create XXX Entry screen customization layer. To apply the Entry Customization Menu Item to the Tracker Menu Item...in Menu Maintenance, find the related tracker click on Actions > Copy Menu to current Company. Now you have a UD Menu Item for the new tracker instance. Change the Program Type to Kinetic App, Select or Enter the Program (ERP.UI.xxxEntry), Select the Customization and Check the Read Only checkbox. I ran into a few where after changing the tracker menu item to Read Only (pulling the entry UI and customization), logged out and back in, opened the tracker...my customization was t
Stop Ship - How To Easily Put A Hold On A Part To Prevent Shipment
Hello, We have a stop-ship directive process that occasionally necessitates a stop-ship situation. Often times it may be a design change is needed to solve a customer problem and we want to prevent shipments (ideally with just a few clicks of the button) of the part until a new revision is created and released. To clarify, this does not mean we want to stop taking sales orders for the product, just simply prevent it from being processed on sales orders going out the door until the stop ship is lifted. Does anyone know of a functionality to accommodate this?
Show/hide UOM on Sales Order
I’m trying to hide UOM’s from salespeople. To be clear I only track our inventory and sales UOM. I don’t want to track any other UOM’s. Here are some examples:We purchase a part in Meters and sell it in Yards. I don’t want sales to see the Meters UOM and choose it either purposefully or by accident. I have a Count UOM Class. Some parts in that class are sold by Dozen, others by Case and others by Gross. I don’t salespeople to select Gross on parts that are sold by the case.There is the option to show/hide the UOM on the web but not on the sales screen.
Quote is missing from DMT
Any ideas on what I should check for to make the Quote menu show up under Sales in DMT? I’m a security manager and that’s the only menu item missing. I tried the manager account, creating a fresh account, a fresh security manager account, various menu permissions, and a whole lot more. I can access it on our Test environment, albeit that’s a couple months outdated, but when I go to run a DMT on Live, Quote is missing. I compared Live to Test and all of the spots I checked are identical. I’m stumped.
We are looking to make a change in our purchasing process. We want the system to check to make sure there is set Standard Cost for an inventory part, before the system will allow the PO to be Approved.Not sure what all would have to be done, but wondering if anyone has done something like this and would share what they have done. Any guidance or suggestion would be appreciated.
How to define a shift for specific days?
I’ve read alot of the articles here as well as parts of the Epicor Scheduling Tecnical reference Guide. I kind of feel like there is not a good answer to my question but heres my story.We created a dashboard that is modelled on the Shop Tracker but it is a historical record of Who’s Here, Who’s Not Here, and added Who’s Late, Who Left Early, Who’s out >35 minutes, Who Worked Overtime. We are required to track and report the number of lates, left earlies and ovetime.We have a variety of shifts. Most are 4 days x 10 Hours but some are 3 day x 12 hours, 5 days x 8 hours and even one that is 2 days x 10 hours.One of the things that supervisors are complaining about with using the dashboard is that when an employee on a 4x10 shift is asked to work overtime on the 5th work day, they can come in at any time. Say the shift starts at 6:00 AM but because this employee is coming in on his day off he can come in at 8:00 AM. Because shifts do not have specific days these employees always show up
Payroll Integration using Automation Studio and Kinetic
We are currently under implementation for Epicor Kinetic. We have purchased the on premise version of Kinetic and have it hosted by 2W Technologies. We are on version 2022.2.18. We are also looking at new HCM Payroll Systems. Reviewing ADP, Paylocity, and UKG. All of them are listed on Workato website for Automation Studio. Does anyone have live API feeds between the two systems?
User Runs BAQ Via Dashboard And Exits Before It Finishes
K22.1, most users using classic screens We have a BAQ that, if users forget to enter a part number, can return millions of records and we believe a user may have done this, and force-terminated the smart client due to it taking so long. Perhaps the same person would log in again, and try it again.We are already taking steps to change the query so it won’t run without a part number specified. My question is, in the situation described, how long would the BAQ continue to run, consuming server resources, after the user’s session was forcibly terminated?Thanks much,..Monty.
Change PO line unit cost using the POAdpater
Hi All (E10.2.600)I have a UI customization on Customer Shipment Entry that will create a purchase order based on certain conditions.Everything was working but I was not anticipating that some of the part numbers involved would have a supplier price list and for these specific POs, that the customization is creating, the unit cost needs to be zero.I did as UI trace and a BO trace to find how how to set the price to zero but it is not working.The code snippet I have is:poAdapter.POData.PODetail[lineCount].RowMod = “U”;poAdapter.POData.PODetail[lineCount].DocScrUnitCost = 0;poAdapter.ChangeUnitPriceConfirmOverride(out sConfirmMsg);poAdapter.ChangeUnitPrice();poAdapter.Update();I’ve tried running this after creating a new PO line but before saving the PO line and I’ve tried moving it ti after the PO line is saved.In both cases, the price does not change.I am also updating the PO line Override Price List checkbox, which is getting updated.Any ideas on what I am missing to change the PO lin
Moving from Fiscal year end to Calendar year end
Hello, Does anyone have any experience in shifting from a fiscal year end to a calendar year end? Right now our Fiscal year is from May 1-April 30, and we started the new fiscal year in May. So we need to do a year end close for May and then open a new calendar year for June-December. Not sure how we do it seeing as we just closed 2023, and will be closing for 2024,and the going back and being open for June-December of 2023?Any help would be appreciated!!!
Does Epicor have any functionality to work with Third-Part Contractors
We engage two Third-Party Contractors to manufacture and ship product for us. They act as a direct branch of our company. Currently we are selecting/reserving parts for orders in FFWB and generating the Material Queue Reports for these companies and they are sending them back to use once the order has shipped. Does Epicor have any functionality for a situation like this? Even and add-on?
Gallon To Kilogram Conversion
Hello,We are trying to convert Gallons to Kilograms. That is easy enough for water. But we aren’t using selling or buying water. We know we need to get Density into the calculation. However, we are not having any luck figuring that into the conversion factor. Is anyone else doing this type of conversion? Or does anyone have possible suggestions on how to get Density figured into the conversion?Any help or direction would be appreciated.Thank you,Dale
Shipping to Puerto Rico when using both Avalara and QuickShip
Out of the box, there is a conflict between Avalara/Avatax and QuickShip when shipping to Puerto Rico or Guam.Avalara requires that the country (or IsO Code) be USA or US.QuickShip (at least for UPS) requires that the ISO Code be PR for Puerto Rico.As of today, we have a solution that works with BOTH Avatax and Quickship.First, get things working with Avalara by following the instructions in the knowledge base article written by Duane Henle (KP 0126122 attached)Second, get things working for Quickship using Doug Taplin’s solution that I describe below. In short, one continues to use USA as country code (or ISO code) in Epicor (to work with Avalara rules per KB0126122 by Duane Henle), but use a BPM and Quickship Data Mapping so Quickship PackInfo.ShipToCountry receives “PR” as the country code. These are some more details of how I would implement it:In Epicor, create a BPM that populates a standard old fashioned UD field such as ShortChar01 with PR when it is shipping to Puerto Rico (th
Add Existing BAQ as a Subquery
This may not be possible but I have to ask… Is there a way to take an existing BAQ and add it to a new BAQ as a subquery? I tried importing to a blank subquery but that did nothing. The imported query does not even show in the subqueries table list. It would save me hours to not have to recreate it from scratch.Thanks,-Todd C.
Multip compenay Intercompany trading
Multi company - Intercompany trading.We are working to get this setup, for an old setup that was not working years ago.We have the transactions flowing between companies, PO to Sales Order. Shipment to receipt.But the finanicial side is not flowing.We entered ticket with Epicor and got the 200 page tech manual.It appears we have everything setup, but still not flowing.Anyone have experience with this?
Part Allocation Records After Shipment
Kinetic 22.1 I’m looking at PartAlloc records, and I see records that are Demand Type Order, with either a Picked quantity or a Picking quantity. In one example I looked up, the order line has shipped complete. I thought that would remove the PartAlloc record but it is still there, and I see no indication that it has been consumed. Does Epicor mark these PartAlloc records in any way, once they’ve been consumed? Thank you,..Monty.Monty WilsonVice President – North AmericaEpicor Users GroupMonty.Wilson@EpicorUsers.org713-303-3268
Job Operation inspection plan
We have inspection plans and specifications on the revisioin method for some operations. We can stop using it on a few, so I removed the inspection plan and specification from the revision method, I approved it and checked the revision back in. The plan and specification are not longer on the method.When we get details for a job, the inspection plan and operation are populating and requiring us to process them.What step am I misssing?
Support for Agile Manifest and Agile Connect
For my fellow users of Agile (Manifest or Connect), in case you have not heard:Your License for Agile should continue until your maintenance renewal date, at which time it will stop working (probably the next time you restart Agile or your PC).ShipDNA has been approached by Epicor to assume support for these products and can help you assess alternatives to Agile or Epicor’s QuickShip, for those cases where QuickShip does not fit your business.Rick Gomez is the CEO and primary contact for ShipDNA (firstname.lastname@example.org)
Application help from Kinetic home page
I’ve noticed, as of K22, the Application Help from E10 is now titled Classic User Interface Help and now that I’m using the Kinetic Home Page I have discovered how to access that content. When I attempted to access it online at https://help.epicor.com/erp/102700/enu/standard/snm_enu.htm?Version=3.2.700.0 it lands OK but when I click any content, I get the “Unable to Load Online Help” message saying it requires an active Epicor ERP session. I happen to have one, but it’s not recognized unless it’s launched from within the application. So THAT lil loophole’s been closed. But at the bottom of that error message is the suggestion to press F1 in the application, and that still works. So from the Kinetic home page, if you’ll press F1, there’s the ole Classic UI help, as semi-searchable as ever, arranged nicely in parallel with the K22 menus, in addition to all the huge number of other help features! HTH...Monty.VP North AmericaEpicor Users Group
Kinetic - PPV on Raw materials Question
My Director of Finance came to me with a ‘finding’ from an audit around the recorded costs of raw materials.We have Raw Materials set to Lot\Avg costing.PO is created for $100. PO is received and then invoice comes in at $150.00, We do see the PUR-CST transaction for the difference but the Costs tab on the material Part is not updating. He is looking for the system to automatically update the lot or avg costs when these types of situations occur. To clarify, all cost seem to record on jobs correctly if material is Purchased Direct. It’s just they are looking for the value of the inventory to automatically update.Is this possible and where can I learn more about how to setup and test it out?Thanks for any direction you can provideMelissa
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