Kinetic & Epicor ERP

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

  • 926 Topics
  • 2,504 Replies

926 Topics

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Kevin MillerInspiring
asked in Kinetic & Epicor ERP

EKW (Mobile Warehouse) Part - Bin - Lot validation during scanning

Has anyone successfully been able to use this feature?  We have the settings turned on and it is not working for us.

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K
1 month ago
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MTPPInspiring
asked in Kinetic & Epicor ERP

Inspection Plan Attributes order in Enter Results

Since Kinetic 2023.1/2023.2  only luanches the inspection plan specification and no longer luanches the inspection plan configurator in Results Entry in Data Collection We are trying to use the specification plan entry that is there. Here is what it currently looks like.Does anyone know how I can change the order of the Attributes in the row? It is displaying them in alphabetical order of the AttributeID. Changing the tab stop number in the conficurator or in the specification has no affect. Is there anything other than recreating the AttributeIDs in the inspection plan that can be done to change the order.? Cannot just edit the Attribute ID.

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1 month ago
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pbuechlerKnown Participant
posted in Kinetic & Epicor ERP

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

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amy.thompson
1 month ago
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CarolinePParticipating Frequently
asked in Kinetic & Epicor ERP

Tranfer Orders Shipped but Inventory not accounted for

This is a duplicate from a topic I mistakingly published in a regional group. In our canadian company we have 3 sites.On Fev 06, 2024, We shipped a Transfer Order for a  Part Qty 18 from WHS 1010-PCK, bin DEFAULT.The TO is shipped. The transaction shows in Part history tracker, but in part tracker or Part on hand status, the bin Default containing the 18 parts is still at 18. Inventory has not been withdrawn.We have another case that came up today that we suspect could be the same.Does anyone has faced this before ? We are on Kinetic 2022.1.33 since Jan 1st, 2024.Thank you !

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1 month ago
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david.hiteKnown Participant
asked in Kinetic & Epicor ERP

Add a Column to the Where Used action.

Has anyone added a column to the “Where Used” action from Part Maintenance.  I am looking at adding if the part in the list is active to the result set.   Curious if anyone has done that and if so where do we update the “Where Used” data grid or dataview to include an additional column.  Thanks for your thoughts!

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D
1 month ago
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swilsonKnown Participant
asked in Kinetic & Epicor ERP

Copy Test to Live

The last two times we have copied our production client to the test client it has shut down the production client. We have had to get supports help to fix the issue. Has anyone else seen this? We are on 10.2.400.17 on our own server. Support has not been able to give us a good answer as to the reason. 

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J
1 month ago
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Dawn BlazierParticipating Frequently
asked in Kinetic & Epicor ERP

Bank Statement Processing - Ending Balance off from Bank Statement Upload

My variance in the header of Bank Statement Processing is off by the total debit amount (recognizing it as a credit) which is causing an incorrect Ending Balance by the variance amount.When I look at the Statement Workbook, everything is matched, the sum of variances rows is zero, the sum of unallocated rows is zero, but the Variance Total at the top to the right of Running Total is the total of the credits plus the total of the debits if they were negative. This is the first time uploading the csv bank statement, so I feel like it is either something to do with the upload or something to do with a flag in the background related to the uploaded statement. When I create lines for statements instead of uploading the statement, everything works correctly. I also compared the statements lines in the Statement Workbook from the uploaded statement to the statement lines from created lines in a prior month and they look the same. When I match to the uploaded statement lines, I get no variance

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D
1 month ago
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JoeHNew Participant
asked in Kinetic & Epicor ERP

Seeking Physical Inventory Kinetic Wisdom

At the end of March we are doing our first Physical Inventory as a Kinetic user. We came from 6.1 and only used it to make qty adjustments. We exported QOH for parts into Excel for count sheets.I can’t seem to find good Help in Kinetic for the process of counting what is in Warehouses. Also, a big issue for us is trying to take the WIP which is at actual cost (variances and all) and force in back down to standard cost.Any assistance would be greatly appreciated Thanks  

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V
1 month ago
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melissahInspiring
asked in Kinetic & Epicor ERP

Column not visible in dashboard grid

I have a dasboard I updated to group by our Engineer’s name on opening. However, now if a user wants to pull the name back down into grid to sort or group by something else, the Engineer’s name does not show in the grid. Properties show the field is marked Visible False. I have tried to recheck the visible box, save, and redeploy. But when we re-open the dashboard it goes back to being marked Visible False (checkbox cleared). This is the first time I’ve seen this issue in one of our dashboards.  Any ideas as to why and how to fix?ThanksMelissa

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S
1 month ago
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garybKnown Participant
asked in Kinetic & Epicor ERP

Inactive Inventory

I’m needing to get a list of parts that has been inactive for the past two years, and also the value of those parts as of 12/31/2023. What is the best way to go about getting these values?

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1 month ago
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garybKnown Participant
asked in Kinetic & Epicor ERP

Costing in DMR

We have a job that we just scrapped parts from, and the burden unit cost jumped from $111 up to $1194.  The transactions are shown below: We have the Move Costs to DMR enabled in Company Configuration.  I’m having a difficult task to determine where that big jump in burden cost came from.   If anyone can guide me where to look that would be helpful.We are using Epicor 10.2.500.

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1 month ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Stop RFQ to PO from updating Job Material cost

We are using the Kinetic standard RFQ process, even though it is and old program, it is working well for our needs. The one problem we have is with Purchased direct items, when we create the PO from the RFQ it is updating the material unit cost. We would prefer this did not happen as we want to leave our original cost estimate in there. Any suggestions? Thank you 

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L
1 month ago
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MTPPInspiring
asked in Kinetic & Epicor ERP

How to get a copy of this presentation? MRP Fundamentals + Kinetic 2023.2 New Features & Performance Improvements

Hello, Is there a way to get a copy of this presentation? Wbinar was on Wed, Feb 21, 11:00 AM - 12:00 PM. It was really good and I would like to share with others on my team.

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M
1 month ago
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rgriffithNew Participant
asked in Kinetic & Epicor ERP

XML export of data with Tree / Hierarchy structure

Need help exporting Epicor data in a structured xml file with parent / child nodes.  Specifically trying to export ShipHead and ShipDtl records in xml where the ShipHead elements are listed first, then child nodes follow, one for each line on the pack.Have tried exporting BAQs, and API calls to the business objects.

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fred
1 month ago
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tracy.smithInspiring
asked in Kinetic & Epicor ERP

Production Activity Tracker \ Setup

Hi.  Is anybody using the Production Activity Tracker to monitor production against Resource Groups?  It looks like it should do everything we want but we are struggling to get it to work.  We have found KnowledgeBase KB0038506 but it isn’t very easy to follow and doesn’t even advise the correct order for the setup screens.We have raised this with our consultant who agreed with the above and has requested more information but it is has been a few weeks and so far and we would really like to see if it will do everything we believe it will!  Thanks.  

0
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1 month ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

GL Journal Not Defaulting To Main Book

K22.1,  multi-company, multi-plant, classic screensIn company 2901, there are two books: Master (the Main Book) and INTCONSO.  When we go into Journal Entry (GL Journal Entry) and click the New icon to create a group, the Book that appears is INTCONSO.  We expect this program to default to the Main Book, Master, to avoid confusing the personnel entering the journal entries.  Does anyone know what can cause this?  Thanks!

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M
2 months ago
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carolina.pullenInspiring
asked in Kinetic & Epicor ERP

Problem with Commission calculation under Quote Entry – Worksheet Tab

We have noticed a problem with the Commission calculation under Quote Entry, Worksheet Tab.As commission is paid on the final sales price, the unit price to be quoted including commissioning (to ensure you get the desired mark-up or profit) should be:(Cost of part with mark-up) / ( 1 - Commission Rate)However it seems to be calculating as:(Cost of part with mark-up) * ( 1 + Commission Rate)So once the sales commission is paid, the amount of sales value that we receive is less than it should be.The commission calculation should ensure that, after commission is paid, we receive the full sales value (which is the cost plus the mark-up).See comparison of how Kinetic is calculating commission and how it should be calculated to ensure that we receive the full sales value (which is the cost plus the mark-up). 

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2 months ago
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MontyWilsonBrainy
posted in Kinetic & Epicor ERP

Returning Time As String In A BAQ

K22.1 on classic screens.Because the Part Transaction History Tracker displays SysTime as an integer when it’s un-hidden from the grid, I’ve been asked to provide the transaction times in normal format.Everything I’ve seen posted here and elsewhere in the user community, says to use the built in SQL function CONVERT; and specifically the documentation within calculated field builder says, when I click the TimeToString tool: convert(varchar, , 108) and the PartTran.SysTime field would go between the commas.  But the integer still appears in the BAQ designer, whether I format the display field as string or {time} it still shows incorrectly.As of today, the EpicCare knowledge base article “13. How to convert time to HH:MM:SS format.” has two possibilities, one of which is the same type of CONVERT:  CONVERT( NVARCHAR(8), HDCase.LastUpdatedTime, 114) which has the same problem: it displays the integer number rather than a time value like 8:12:17 AM.Their other option is a formula that fortu

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slepley
2 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

What Makes PO Suggestions Not Be Deleted By Regenerative?

K22.1 Multi-company, multi-plant.We run Generate PO Suggestions on a schedule, regenerative.  But we notice there are ten records in SugPoDtl that are still there with create dates in the past, some of them months ago. What can make a PO suggestion record stick around and NOT be deleted by the next Generate PO Suggestions run? Thanks!……...Monty.

3
G
2 months ago
tshoemaker
tshoemakerInspiring
posted in Kinetic & Epicor ERP

Invitation to join Controlled Release Program CR2024.1

Dear Kinetic Customers,As many of you know, as part of our release cycle, we have a group of volunteer companies who participate in the Controlled Release (CR) program.While we have had a successful past with this program, we are looking to expand and adjust the program going forward to make it even more efficient than before. But to do that, we need your help. We need a few new additional candidates to participate in the program.What do you get?Early access to the next version of Kinetic (2024.1) Special access to Technical support to resolve 2024.1 issues during the CR program Early access to Feature Preview videos that describe the changes. Early access to documentation and special helpWhat does Epicor get?A group of customers who have run Kinetic 2024.1 through the paces in their own environments, testing with their own data. In the end: a better software release.What makes a good candidate?You must be willing to run the new version in a test (non-production) environment, testing o

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tshoemaker
2 months ago
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mgarittaKnown Participant
asked in Kinetic & Epicor ERP

UBAQ REST Call from JitterBit Error 400

I am using JitterBit to do a “PUT BAQ(UBAQ)”.  This is a native endpoint call they provide.  It is the only option for a UBAQ that they offer.  Prior to doing anything in JitterBit I used the Epicor swagger pages to test the UBAQ  here   /EPICORERP/api/help/v1/baq//RFID-UD24(CD)/index#!/OData/update.  I noticed they only have a PATCH but I was under the impression that the JitterBit “POST” would be similar?  In any case, may goal was to call the UBAQ. In Epicor it was configured to only return records in UD24 where Date01 IS NULL.  I set it to only allow updates to the Date01 field as well.  So the user/JitterBit would call the BAQ and provide a list of values that are stored in Key1 .  If there is a Match then update the Date01 filed which is also provided in the request.  This seems to work in the Epicor Swagger.  They provided the input and I filled in as needed and ran it.  The Date01 was updated as expected.  However I did notice that it “ADDED” records that it didn’t find a match

0
M
2 months ago
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JoeHNew Participant
asked in Kinetic & Epicor ERP

Kinetic Cloud Updates?

In October we jumped from 6.1 to Kinetic 2023.1We Flexed 2023.2 out to this weekendDoes anyone have any tips to share? We are curious about how people collect and eventually input production data while the system is down

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J
2 months ago
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HJW1999New Participant
asked in Kinetic & Epicor ERP

Administrator not setup for Single Sign On Error

Hello All,When our user’s launch E10, it should use their own domain accounts. They are all setup on Epicor for SSO. For some reason we have one user who’s Epicor seems to be running as Administrator every time instead of his own account. I have check the properties of the shortcut and it’s not setup to run as admin. Thanks,-Harry.

0
H
2 months ago
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HJW1999New Participant
asked in Kinetic & Epicor ERP

Administrator not setup for Single Sign On

Hello All,When our user’s launch E10, it should use their own domain accounts. They are all setup on Epicor for SSO. For some reason we have one user who’s Epicor seems to be running as Administrator every time instead of his own account. I have check the properties of the shortcut and it’s not setup to run as admin. Thnaks,-Harry.

0
H
2 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

What User Manual For Purchase Planning?

K2022.1 Multi-company, Multi-site, classic screens.In what Epicor manual can I find a method for deriving the part planning numbers for purchased items, in order to have the most accurately timed PO suggestions?  These parameters include:Min, max, safety, Re-Order to Max Min Order Qty Lead Time (can be overridden in Supplier Price List) Planning Time Fence, Reschedule Out Delta, Reschedule In Delta Multiple, Min Lot Size, Max Lot Size, Days of Supply Start Min Lot Qty Lead Time (again?) Min Start Qty Horizon Days, Min Lot Size, Max Lot Size, Days of Supply (Short Horizon)I’m not asking for field documentation on these fields, but instead an Epicor manual that documents what calculations we should do, on order to calculate the fields above.Thanks,...Monty.

2
M
2 months ago
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