Kinetic & Epicor ERP

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

  • 927 Topics
  • 2,510 Replies

927 Topics

daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

Request Move Tick boxes

Does anyone have a list of the above as to where they are located. We don’t really want to use the functionality of those boxes so want to set them as false. Many thanks.

2
S
2 years ago
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Anonymous
asked in Kinetic & Epicor ERP

BPM or Data Directive for Duplicate PO on Sales Order

We are wanting to resolve an issue in which sales orders are entered twice with the same PO Numbers. Sometimes it is OK to have duplicate PO numbers. The salesperson needs to be aware if there is the same PO on a different order via a message box.Has anyone created a data directive or BPM to check for duplicate PO’s and if so, can you please share?

2
L
2 years ago
A
Anonymous
asked in Kinetic & Epicor ERP

How to assign a workflow to a item you printed from epicor erp?

I’m working on  a SSRS Breaking/Routing Rule for a report which saves a purchase order print out from erp 10 to epicor ecm/docstar.When I view the item on ecm, a workflow has already been assigned to the document. My question is how am I able to change the workflow assigned to the document which automatically runs when its printed/saved from epicor erp to epicor ecm.

4
M
2 years ago
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SkiBoatNew Participant
posted in Kinetic & Epicor ERP

Migration to SaaS from On-Premise Solution

Hi Everyone,We are a boat manufacturer whose flagship brand has used Epicor for a number of years.  We are currently on version 10.2 and seriously considering implementing Epicor at our smaller brands which we have acquired over the last few years.  We would be upgrading / implementing Kinetic.My questions relate to Epicor’s SaaS offering: Migrating from On-Premise to SaaSAre there any companies out there that have migrated from an on-premise installation to SaaS? How easy (or difficult) was the migration in terms of: Testing?  Integrations? Did you “lose” any functionality as a result of the migration?  What functions work differently?  Did you have to come up with any work arounds?Current SaaS InstallationsHow did you (do you) handle integrations with external systems?  We have a customized order entry system (not Epicor) that we need to integrate with Epicor. Thanks is advance for your comments. 

2
mwilson
2 years ago
A
Anonymous
posted in Kinetic & Epicor ERP

Supply Chain Trends for 2022

Supply Chain challenges are the #1 topic for manufacturers. This is a good read on the trends for 2022.

1
R
1 year ago
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brenda.higginsInspiring
posted in Kinetic & Epicor ERP

Application Studio – Layer Change Log

A list of changes included in each layer in Application Studio would be very helpful with troubleshooting, changes, updating, vetting Layer prior to deployment, and a valuable handoff for System Managers.Added to Epicor Ideas - please vote for it!https://epicor-manufacturing.ideas.aha.io/ideas/KNTC-I-2341

0
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2 years ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

SendGrid Email from Kinetic SaaS

Just checking if there are any gotchas to using SendGrid as an email relay from Epicor/Kinetic.  The company had been using it previously and the new IT group said to go ahead and use it.  This would be the free version (up to 100 messages per day) and used only for BPMs to send out warnings on specific events.  Perhaps 20 a day max.Thanks,-Todd C.

0
T
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

5
A
2 years ago
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M.JamiesonInspiring
asked in Kinetic & Epicor ERP

MRP on parts that are on condition and Serially tracked

Has anyone ever had any joy at running MRP for a part that is both on condition and serially tracked? Or how you may have gone about it? I did have a work around using an attrition rate for the qty required and using decimals , but then the part itself would not allow this, but being a little sneaky it is possible to do, but it makes a nightmare when needing to update a part. So I am looking now a new suggestions if anyone out there has anything?I can understand Epicor would not want to transact in decimals for serially tracked parts but for referencing in MRP is something different

0
M
2 years ago
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b.huangNew Participant
asked in Kinetic & Epicor ERP

automatically generate transfer order requirements in Epicor

Can Epicor automatically generate transfer order requirements when the number of a part hits the Min? Thanks.

2
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2 years ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Purchase Price Variance - Average costing setup

We are using Average costing, and the leadership would like to have a Purchase Price Variance report.Is anyone in the same situation? Has anyone developed a BAQ or a SSRS report for this seniario?Any help would be apprieciated. Thanks

1
G
2 years ago
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

Lineset (Line Set) Processing in Epicor

When a customer orders line sets to a set specification, they want a semi-serialized set of products coming from the order line, manufactured by job, and shipped to the customer with the line set sequence labeled on each item.  I say semi-serialized because it’s not a true serial number for the part; instead, it’s a sequence number within the order or job.  For example, part ABC62 for customer ABC, quantity 200 might be numberered ABC-ABC62-0001 through ABC-ABC62-0200 and the formatting of the line set numbering is specified by the customer. The EDI interface includes parameters for line set ordering. I have not seen this feature implemented in Epicor.  Who has done it successfully, and what customizations did you have to install, to make it work? Thanks,...Monty.

2
mwilson
2 years ago
A
Anonymous
asked in Kinetic & Epicor ERP

KPI report for Purchase Orders?

Hello,I am looking for a KPI type report that would show how many purchase orders each buyer has completed and the dollar value of those purchase orders, for a specific time frame. I don’t care if the PO is open or closed as of “today” or the date range specified. For example:Susie Buyer created 187 purchase orders with a dollar value of $500,000 for the week ending Feb 11Johnnie Buyer created 50 purchase orders with a dollar value of $150,000 for the week ending Feb 11 I can get the count of purchase orders by buyer (using the “search” , exporting to excel, and sorting), but this does not include the dollar value. Any suggestions?ThanksMarshaKinetic user (don’t hate on me!)

6
A
2 years ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

DMT - LaborTypePseudo

I am exploring a way to get data dumped out of Kronos into Epicor/Kinetic via DMT.  In addition to trying to convince the company to just use MES, and be done with it.  Currently there is no labor information in Epicor and project costing is done in spreadsheets.  We want to see all the costs in Projects Tracker.I found an option in DMT for TE Labor Detail No Header but I am not sure if this is a viable way to get labor hours onto a Project or Job.  One of the required fields seems to show this may be a solution.  The field is LaborTypePseudo and one of the options is J for Project or it could be P for Production, which I assume is for putting time on a Job.  They only ever have one operation on a job or sub-assembly and that is “assemble”.  So all I would need is the job or project number.Is this a possible route for getting labor hours onto a job or project?  Is there a better way to do this?Thanks,-Todd C.

1
L
2 years ago
A
Anonymous
asked in Kinetic & Epicor ERP

A valid ExpirationYear is required error in Updatable

I’m working on a updatable dashboard and I’m getting an error that says “A valid ExpirationYear is required” when I try to edit a row which has a ExpirationYear before 2022. Oddly enough I can edit rows with a  ExpirationYr of 0 or a blank ExpressionYr. Has anyone encountered this issue before?(If it helps, the query on the dashboard has expiration yr fields in OrderHed, CashHead, and InvcHead) 

4
A
2 years ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Serial Tracking

We have setup serial tracking, tested and ready to go live.We have setup our live environment, created jobs, and assign serial numbers to them.No activity, now we need to change the serial masking.Is it possible to delete the jobs, delete the serial numbers.Or is it best to just close the job(s) and deploy a new serial number format?For another issue, if we have been producing parts with a serial number format for years, and now we want to contining making the same part number with a new serial number format, is it as simple has changing it on the part record?

1
mwilson
2 years ago
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melissahInspiring
asked in Kinetic & Epicor ERP

Payroll integration to Paylocity

Team,We are looking to move our payroll to Paylocity and looking for anyone who uses Paylocity but are integrated with Epicor. We are looking to have the employee information flow to Epicor from Paylocity and time punches move from Epicor to Paylocity so we can process payroll.How \ who do we use for integration? Jitterbit, etc and did you do your own work or use consultants to get the 2 systems talking with each other.Any info, references, warnings would be appreciatedThanksMelissa Hietala

2
jbillet
2 years ago
K
kskipperInspiring
asked in Kinetic & Epicor ERP

Who closed a bunch of Jobs?

Yesterday someone closed a bunch of jobs that we didn’t want closed. I’ve looked at the JobHead table, the JobAudit table, and the JobClosingLog table. None of them show me who closed these jobs.I even looked in System Monitor to see if there was a record in History Tasks (I set it to Display all tasks in the Actions menu) but I didn’t see anything in there. Does anyone know if there’s a way for me to tell who did this?

4
A
2 years ago
P
patti.teschInspiring
asked in Kinetic & Epicor ERP

Net change MRP - MRP Recalc Required?

We are planning to upgrade to Kinetic version 2021.2.7 soon, but have found an issue with the MRP Recalc process.  Epicor has confirmed that there is a bug and is working to fix it in a future release.  We typically run a full regen over the weekend and a Net change during the week.  Prior to the net change MRP, we are running the MRP Recalc.  Unfortunately, the fix will not be in place prior to our scheduled go-live date.  Support has indicated that the MRP Recalc is not required prior to the Net change MRP, but we are concerned that without this, it may not catch everything that it should.  We need to make a decision if we can go live without this working, so I wanted to poll other users to see what their experience is with the Recalc process and to find out if they agree with support that it would be a low risk to run the Net Change MRP without first running this.  Thoughts?

4
P
2 years ago
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

Alt Methods Per Plant

10.2.700I’m trying to use DMT to load part revisions and operations in a multi-plant company. (multi-site)  I thought I was supposed to use the AltMethod field to create a method for the secondary plant; that this would cause the alternate method to be created within the existing part revision.  But I keep getting “object reference” errors in DMT.Can anyone advise me on first steps to making alt methods work, and to load successfully? Thank you...Monty.

3
mwilson
2 years 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.

5
B
2 years ago
T
todd caugheyInspiring
asked in Kinetic & Epicor ERP

Material Request Queue

We are cleaning up some unclosed Sales Orders from several years ago but when trying to close the orders get the message about their being referenced by at least one material queue.  I have looked all over for the dashboard for the Material Request Queue but can’t find a menu item for Advanced Materials Management (licensed) except under Data Collection and that one has no General Operations sub-menu.This is for Kinetic 2021.2.9 - Any idea where I can delete items from the queue?Thanks,-Todd C.

9
M
8 months ago
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

Proper DMT Load Sequence For GL Accounts

This will be my first time to download GL accounts from an existing E10 company and DMT-load them into a new one.  To clarify, loading them into a completely separate Epicor 10 system.  Our version is 10.2.700. My question is about the relationships among the segment (Plant, Department, Natural account) and the full-in G/L accounts.  Our numbers have a four digit natural account, and two, two-digit segments.  I think I’m using the lingo correctly there.  Is it necessary to load the segments first, then the accounts? Thanks much,………..Monty. 

1
A
2 years ago
daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

Previous Due Date PO Release

Does anyone know how the Previous Due Date field in the PO Rel table works? Would like to use the field to record the original Due Date of the PO if any changes are made to the Due Date.

6
daniel-white
2 years ago
M
MTPPInspiring
asked in Kinetic & Epicor ERP

Planner Workbench vs Prodution Planning Workbench vs Job Status Maintenance vs Job Manager

WHat is the correct use of these things? What, specifically does each do?Planner Workbench vs Prodution Planning Workbench vs Job Status Maintenance vs Job Manager

1
tshoemaker
2 years ago
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