Kinetic & Epicor ERP

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

  • 927 Topics
  • 2,509 Replies

927 Topics

L
lpbInspiring
asked in Kinetic & Epicor ERP

SSRS date field problem

Seem to be having a weird issue with material tag report and this only seems to happen for one user and with one part type only labels and nothing else. quite a hard one to try to fix because i cant replicate it.the top one should look like the bottom image, im hoping that the date reverting back to the begining would help some figure out the issue. cheers 

3
L
1 year ago
M
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.

9
L
1 year ago
D
dfortson
posted in Kinetic & Epicor ERP

HCM Integrated Users - Kinetic Ideas

Good news: Epicor Ideas recently added a HCM category within the Kinetic workspace! Please submit your HCM ideas and vote on others.Epicor Ideas does not have a workspace specifically for HCM. Please help your fellow users who are standalone clients and cannot access the ideas portal-->submit/vote for a HCM workspace. 😉 Thank you! 

1
slepley
1 year ago
T
tokeeffeNew Participant
asked in Kinetic & Epicor ERP

How to set up Report Classes in general ledger account maintenance

When I set up a general ledger account, it has a Report Class drop down list.  But, I cannot add a new report class to the existing list.  How do I set up a new Report Class in general ledger account maintenance

2
G
1 year ago
daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

Loading Jobs via DMT (Old system to new system)

Can someone explain the process to migrate Jobs from your old system to your new system using the DMT? We have queries for Job Head - Part - Prod - Assmbl - Oper - Mtl which i have extracted from E9 and i am loading them into Kinetic but i feel i am missing something. What should you ensure about the jobs in the old system before transferring. Its been many years since i have done this and i am sure i am missing something. I guess i am after a Best Practice method of some sorts. Thanks.

7
mwilson
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.

5
G
1 year ago
G
garybKnown Participant
asked in Kinetic & Epicor ERP

Beginning Inventory Balances Day 1 of Prior Month

Does anyone know of a good way to determine the beginning inventory balances at the start of the prior month?  I have not found where this would be stored in the tables, if at all.I have a request for data showing what the inventory balances were on day 1 of the prior month. (i.e. from today, it would be August 1st), to be run on any given day.  We are using Epicor 10.2.500.13.

10
M
1 year ago
daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

Heads UP! 2022.1.8 and a recurring MRP Issue

It seems that 2022.1.8 has (re)introduced an issue with MRP running and saying that the App server does not match in Kinetic and what is on the Server. We just upgraded to 2022.1.9 because of a fix with Lot selection on Inventory transactions and have done a provisional MRP test before we release the system for UAT and we are getting the following error - 15:01:23 Beginning of Update of PartPlant.PartRunMRP15:01:25 End of Update of PartPlant.PartRunMRP15:01:25 Starting sub-processes15:01:25 Exception has been thrown by the target of an invocation.15:01:25 -> Verify that the Appserver URL in the System Agent is the same as the URL in the Epicor Administration Console - Connection Properties15:01:25 Exception has been thrown by the target of an invocation.15:01:25 -> Verify that the Appserver URL in the System Agent is the same as the URL in the Epicor Administration Console - Connection Properties15:01:28 Scheduling Jobs...15:01:28 Erp.Internal.MR.MRPCancelledException: Cancelling

10
D
1 year ago
T
ToddHansonNew Participant
asked in Kinetic & Epicor ERP

Part Site Planning Settings for Suggested PO's

Hello,My collogue and I have been using Epicor for 6 months (replacing two others). We continue to struggle with the MRP generated suggestions related to PO’s. Would anyone be willing to share their settings with a brief explanation as to the benefit? Is there a good practical resource available on this topic? -Todd 

2
T
1 year ago
M
marmstrongNew Participant
asked in Kinetic & Epicor ERP

Lengthy Downtime During Upgrade

Is anyone else experiencing an extended period of time during Kinetic [Cloud] updates (not the semi-annual upgrades)? Although Epicor is telling us to expect a downtime around 60 minutes, our actual downtime stretches into several hours.

1
D
1 year ago
M
mark.taylorParticipating Frequently
asked in Kinetic & Epicor ERP

End User Training

Hi All,How have people managed with end user training?Mainly, getting commitment from the users whilst still maintaining continued business processes.Did you have a dedicated trainer/team?Any other hints or tips would be appreciated.

7
L
1 year ago
R
richard.whalebellyInspiring
asked in Kinetic & Epicor ERP

AP Invoice Date before Receipt Date

Would like to create a BPM to warn when the AP Invoice Date is before the Receipt Date. More importantly if it is in a following period.Have got a warning working on APInvoice.InvoiceSelectedLines for today's date but can’t seem to find the Invoice Date.Anyone done anything similar, just trying to stop timing issues at month end so we can reconcile against the Received Not Invoiced report.RegardsRichard 

2
J
1 year ago
K
kstinnettInspiring
asked in Kinetic & Epicor ERP

Material Burden Calculating Incorrectly on Worksheet

Worksheet Calculating Material Burden IncorrectlyMaterial Unit Cost. 5.04Mtl Burden Rate 15%Mtl Burden Unit Cost = .756This shows correctly on the Manufacturing Tab under materialsGo to the worksheet and it shows this for 500 units$37.80 which should be .756 x 500 which equals 378.Print out of the worksheet with details shows the Mtl Burden Unit cost to be .0756 which moves the decimal to make it $37.80Is there something I am missing. Is this an Epicor Issue?

0
K
1 year ago
G
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.

5
B
1 year ago
J
jsimmsParticipating Frequently
asked in Kinetic & Epicor ERP

Revision in Part Tracker changes itself and thus the result showing in a linked Part Tracker - v confusing!

We’re a month and a half into Kinetic following upgrade from E905 - I include that for context.I’ve tried various searches in Community to find if it’s been up before, but not found anything.Note: all of the below has been in Classic screensHas anybody else seen this type of behaviour?From Part Tracker for a standard part with a revision history I select the revision tab and click say revision 6 (the only approved revision) and right click to open Method Tracker. I right click a material (which I know changed from one part number to another at around rev 3) and open Time Phase Time Phase opens for the selected part (i.e the current part num in rev 6) and displays the standard min/max detail and say 45ea as the balance half a second later the part num has switched to the now retired part which was switched out at rev 3 and min/max and balance are - as one would expect for the retired part - zero and in the background Part Tracker has shifted the highlighted line from rev 6 to rev 1If no

3
J
1 year ago
K
kcroneNew Participant
asked in Kinetic & Epicor ERP

How do you handle NREs and one time setup fees?

We are starting to charge customers NREs and one time setup/tooling fees, however, we have had some issues with the best way to do this. Currently our sales team has set them up as miscellaneous header on a line, which is driving up the price of the part and affecting gross margin at the part level which we do not want to happen. We are also unable to track these charges to ensure that they have been billed. Accounting proposed that a non-inventory part be created for these charges and added to the sales order and shipped so that it pulls through for AR billing. This affects the overall customer gross margin since these parts would pull in with 100% margin. Is there a way to keep these non-inventory parts off of the gross margin report?Also, when we setup separate lines on the sales order, how would the lines be marked as shipped to bring them into invoicing. What is the best way to easily facilitate invoicing with minimal involvement since there is physically nothing to ship on an NRE

1
S
1 year ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

10.2.500.35 - Inspection Processing - Add default comments

Team,I am looking for  away to add custom comment text to the Insp PRocessing>PO Receipts>Comments>Failed text box.Users want a static ‘list’ of information they need to fill in likeIssue:Investigation:Actions:Can I do this somehow through customization?Thanks for any help or other ideas to have a standard set of commentsMelissa

4
slepley
1 year ago
C
CADHawkParticipating Frequently
asked in Kinetic & Epicor ERP

Material Types for Kinetic 2022.1.9

What is a good way to create a Built-In or User Defined table of materials for Kinetic?  I have a list of materials, such as 304 Stainless Steel, Cold Rolled Steel, Aluminum 6061, etc..  I’m currently looking at User Defined Tables, but lack an overall strategy for making them usable in Kinetic.  Any advice would be greatly appreciated.Thank you for your time.

2
C
1 year ago
B
bkyleInspiring
asked in Kinetic & Epicor ERP

Setting burden rates

I discovered I have a big discrepancy between my burden costs on my sales gross margin report and burden costs on my income statement.  I have not looked at them in a while and they are off and of course not in a way that I am making more money. So I need to up my rates for both costing and quoting. Looking for advice on how to determine correct rates. How much variation should there be in resources for capital equipment and other costs?  What should I do once I change the rates for jobs that will have a combination of old and new rates so I can tell if changes are successful?

0
B
1 year ago
B
bmikeshNew Participant
asked in Kinetic & Epicor ERP

Indirect costs - Want to be able to see it and add it to product cost…..calculation for expected loss

Want to be able to see it and add it to product cost…..calculation for expected loss.We know we can add a burden rate but don't like that idea. We want to track “Unavoidable” Indirect Labor. SAP calls it PF&D (Personal Needs, Fatigue, and Unavoidable Delays). Want to track Unavoidable Indirect Labor and include in standard cost.Has anyone created a MOD and/or Process for this business requirement?

2
B
1 year ago
K
kstinnettInspiring
asked in Kinetic & Epicor ERP

CapEx Projects

Looking for best practices and/or suggestions for Tracking Capital Expense Projects.

2
J
1 year ago
A
Anonymous
asked in Kinetic & Epicor ERP

How to Calculate Order Credit?

I am trying to calculate the Credit Totals for customers (Can be found in Customer Tracker).I have tried GlbCustCred but the numbers are inaccurate. When I try to run Recalculate Customer Credit, it says process submitted but none of the values in GlbCustCred change. I was able to get the Invoice Credit with this queryselect SUM(ih.InvoiceBal)from  erp.Customer c  join erp.InvcHead ih on c.Company=ih.Company and c.CustNum = ih.CustNum    where  ih.OpenInvoice = 1    and ih.Posted = 1 Order Credit is more difficult because when I try a similar query to get the total charge of the open orders for a company it is incorrect because according to the customer tracker the order credit is 0 because there are no open orders with that company. Has anyone been able to find a way to pull the Order Credit value in a query?

0
A
1 year ago
M
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.

5
J
1 year ago
D
don.carinoNew Participant
asked in Kinetic & Epicor ERP

Tax Rate Date- Quote Entry Screen

Can you please tell why I am getting this message in the Quote Entry Screen instead of the standard tax message? 

6
D
1 year ago
T
tdenisonKnown Participant
asked in Kinetic & Epicor ERP

QuickShip rate shopping setup

Has anyone successfully set up rate shopping with Kinetic and QuickShip 5.4? Do you have documentation that you would be willing to share?

1
M
1 year ago
Terms & Conditions