Kinetic & Epicor ERP

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

  • 926 Topics
  • 2,502 Replies

926 Topics

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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
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

UI Custom Button To Trigger BPM

10.2.700I’d like to find a way to trigger a BPM (either method directive or data directive) when a custom button is clicked in a UI customization.  Ideally I’d like this to happen whether or not a record is loaded into the form; in fact I’d like one general enough that it would even run in a dashboard customization if possible. The incoming data will arrive in table UD10 and it will represent bar code scans that must be processed into customer shipment table entries.  I don’t mind creating a customization of Customer Shipment Entry, or the UD10 interface, or creating a dashboard and creating the button in there.  We have all the code samples we need for the creation of the packer records, we just need to know how to trigger a BPM from a UI customization button, even if no record is loaded into the UI form being used.Thanks!……...Monty.

6
A
2 years ago
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Luke RogersKnown Participant
asked in Kinetic & Epicor ERP

Mail Maintenance Problem

Hi All,First post on the forum as a member of Epicor Users and new to Kinetic! :)We have recently begun our Epicor journey and have begun the Pre-implementation training supplied by Epicor directly to introduce Epicor Kinetic Saas to the business.I have had an open support call with Epicor now for over a week to try and resolve an issue with regards to E-mail setup which is currently preventing me from being able to add any new users to the system.We have Office 365 but Epicor have recommended us setting up mail settings using SendGrid (as this is how most clients setup) and i have followed their advice to do this. However, I have not been able to resolve the issue and i get an error message when trying to send a test email.Has anyone implementing Saas had a similar issue? I have it setup as below as per advised by Epicor directly.Any advice would be greatly appreciated.Luke (Sherwood Stainless & Aluminium Ltd)   

11
L
1 year ago
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michael.mauriceNew Participant
asked in Kinetic & Epicor ERP

Kinetic application studio components and documentation

Regarding creating new layers for client customizations using application studio, I have to convert many legacy 10.1.500 client customizations to the new Kinetic UI layers.  I am having problems finding documentation for the web controls (i.e. Epicor calls them ‘components’), specifically for each of the ‘properties’ of the components. I CANNOT FIND ANY DOCUMENTATION FOR THIS.  For instance, I am trying to use a DropDownList with UserCodes, but want to change values for TextField and ValueField  to change the default behaviour (CodeDesc and CodeId respectively), but the values are GREYED-OUT and cannot be modified. This was allowed in the legacy client UI.  For the DownDownList, there are many properties but I have no idea what they do.  For instance, what do the following properties do: ‘EpBinding Text Column’, ‘Field Name’, ‘Columns’ , ‘Return Object’.  Also, there are many checkbox properties such as ‘IsReusable’, ‘IsDelimited’, ‘Append List’, and don’t have any documentation to sup

4
M
1 year ago
E
eyoungNew Participant
asked in Kinetic & Epicor ERP

Calculate Min/Max/Safety values

Does anyone use these boxes I have highlighted? If so how do you set it up?

5
A
3 years ago
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BrianKnown Participant
asked in Kinetic & Epicor ERP

Screen Lag and Load Time Speed

Our production system is 10.1.600.23 and we have quite a few users that have noticed slower screen load times (maybe just perceived slower) and many of the Epicor application windows do not drag on the screen properly.  They lag the actual mouse movement by ALOT.Our test environment of 10.2.700 shows some of the same slow screen load times, but no window drag problem. Would love some feedback on how long Epicor takes to load any of the typical modules like sales order entry, part entry, quote entry etc.  We see times that range from 10 seconds to 30 seconds before the full screen is loaded and visible. Has anyone had the lagging mouse drag issue and how did you fix it, if you could?We have searched for some of these issues online but have not had any luck with the suggestions we have found so far.  Thanks,Brian EdensOEM, Inc.

13
B
3 years ago
A
Anonymous
posted in Kinetic & Epicor ERP

Epicor ERP MES Customization

Happy Friday All,I am interested to hear what you have all done with MES via customization. What has worked well with the shop floor teams, what types of things do your teams wish it did better.Thanks in advance.

6
K
3 years ago
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infoInspiring
asked in Kinetic & Epicor ERP

Kinetic Microsoft Office 365 SharePoint Setup

Does anyone have any pointers on getting Sharepoint attachments working in Kinetic Cloud?Our IT company just migrated a bunch of data from our server to the cloud and the server path where we were storing attachments is no longer valid, so no one can add new attachments or view previous attachments.I looked at the help documentation and spent a few hours plugging in every different combination of settings I could think of without success. I put in a ticket and they told me to look at the help documentation……. thanks guys.

2
S
2 years ago
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kiran.davisInspiring
asked in Kinetic & Epicor ERP

Stock Status Report

Hello, Am looking to find the table thats stock status report uses to provide stock status on a given day for a part.  Looking at the data definition StkStatus used by the repot, it uses 2 tables called StkActivity & StkPart. Any idea what these are and how to extract info. Thanks,Kiran

2
V
2 years ago
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melissahInspiring
asked in Kinetic & Epicor ERP

Capture cos\wip activity out of balance

We are trying to do month end and when running the Capture process it errors out. We reviewed the Review Journal and it shows the transaction being out of balance. We found the PO that is the issue and throwing the balance off by 88.10. The PO release did not show or have the default GL account listed. I re-open the PO and releases and did the Get Default button as one of the Epicor knowledge articles suggested. Worked great.Ran capture again but still errored. I wanted to delete the receipt and redo (to have it pull correct info for the transaction)it but we already invoice and posted for this po receipt and it won't allow me to delete and redo.What are our option here so that we can get the capture in balance and finish our month end process?Thank youMelissa H

3
M
2 years ago
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

BPM Code Request: Create UDCodes Record

I'm working on a data directive for maintaining a list within the UDCodes table, and I’m asking for help with the appropriate Epicor and/or BO calls, to create a new UDCodes record.  It needs to be in C# code, because the list of records to be created is in a C# List.  I have an example of code where an entry is added to the UD12 table based on this “GetService” setup…using(var svc = Ice.Assemblies.ServiceRenderer.GetService<Ice.Contracts.UD12SvcContract>()) {...then a record is created in code and we see     ds.UD12.Add(UD12);    BOUpdErrorTableset boUpdateErrors = svc.UpdateExt(ref ds, false, true, out errorOccurred);...but when I put the service renderer GetService “using” statement in my directive, I get the error message saying “CS0234    The type or namespace name 'UD12SvcContract' does not exist in the namespace 'Ice.Contracts' (are you missing an assembly reference?)”  In the code design window there is a button for Usings & References; can anyone advise me on what to

3
mwilson
2 years ago
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rdaileyKnown Participant
asked in Kinetic & Epicor ERP

Text Field Line Breaks in SSRS

I’m trying to create a report that references a field that can be multiline.  I am using a Tablix and the issue comes that the cell formats the carriage returns out of the field.IE: Comments Show:Line1Line2Line 3SSRS Tablix Shows:Line1Line2Line3 Is there a way to keep the formatting?  I know it’s there because I can export a BAQ into Excel with the comment and it shows properly.

4
R
2 years ago
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mfinnNew Participant
asked in Kinetic & Epicor ERP

Epicor 10.2.600 Slow every day

We experience slowness EVERY DAY.  Does anyone have this  isse?

10
mwilson
2 years ago
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dinmanBrainy
asked in Kinetic & Epicor ERP

How to know when to pick non-Qty bearing parts for an order

We are testing out how to setup our VMI parts and other consumables, which we have determined that non-quantity bearing is the way to go so that they still show up on the BOM/Traveler and pick lists.Epicor help states that non-quantity bearing parts can still be sold. However, because they are non-quantity bearing they will not show up in Fulfillment workbench. Our warehouse uses the fulfillment workbench to determine which parts orders they need to process.If non-quantity bearing parts (understandably) do not appear in fulfillment workbench, how is our warehouse to know when to pick/ship these items when they are ordered, especially if they are ever the only thing on the order?

1
K
3 years ago
A
Anonymous
asked in Kinetic & Epicor ERP

Search filter with date range

How can I add a date range to my search?  If not available, can one be added?

3
J
3 years ago
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pbuechlerKnown Participant
asked in Kinetic & Epicor ERP

Updatable Dashboard - How can I update 2 fields in related tables in one Dashboard?

Hi All;I want the updatable dashboard to allow the update to the OrderRel.ReqDate + ProjPhase.DueDate.One notable...our company config is set to allow phase assignment at Release Level.I created an updatable BAQ where I can update the OrderRel.ReqDate.  The ProjPhase.DueDate is a field I can set to update as it’s joined in the BAQ but it doesn’t actually update the value in the database.This is because it only allows one Business Object to be selected.I have seen a couple posts in the past with this but I am not fully following the steps.Has anyone been successful in updating 2 fields from related tables?Thanks in advance for your responses.Patty Buechler 

4
mwilson
2 years ago
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doug.harveyKnown Participant
asked in Kinetic & Epicor ERP

Figuring out subcontractor shipment

I’m looking for best practices regarding and process for subcontractor shipments. The conundrum for us is that we have several jobs with only a subcontract operation. The result is that we want to send part A to the vendor and receive back part B.I think that the logic would work like this. But I want to know what we are missing or if there is a simpler way of doing it. We make a Job 123 to create Part A. It has one material Part B It has one subcontract Operation 10. The part on that operation is Part C. We create a subcontract PO for Operation 10 / Part C We issue Part B to Job 123 This must create a label for Part B that changes it or explains that we are calling it Part C. We ship Part C (aka Part B) to the subcontractor. We receive back Part C (aka Part A) from the subcontractor. Thus completing Operation 10. We receive Part C into stock. Which also completes Job 123.It does seem like it would be a lot easier if we had an outbound and inbound part on the operation.

3
S
2 years ago
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dinmanBrainy
asked in Kinetic & Epicor ERP

How do you use Forecast Entry to forecast configurable parts?

Currently to forecast some of our demand of our configurable Finished Goods we create firmed jobs for the top-level Phantom on a particular BOM, but it hasn’t worked out as well as we’d like simply because all the way down the BOM it is “static” demand, unless we make it “dynamic” by keeping it up with a lot of manual watching/manipulating.So I have been playing around with using Forecast Entry to enter a proper forecast (for all non-phantom child parts on a BOM) that will consume the forecast as we fulfill that expected demand. However, the Epicor Help on Forecast Entry notes this about the forecast created:As sales orders are created for a specific part, the MRP engine uses the quantities on these sales orders to determine the Consumed Quantity value on forecasts.Well, that doesn’t really work when it won’t allow you to enter a forecast for a configurable part and the configurable part is what would get entered on the Sales Order, not the components. So I can import a forecast for al

4
D
3 years ago
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BenitaNew Participant
asked in Kinetic & Epicor ERP

Multi-Company Direct task

I am trying to find other individuals running the Multi-Company process to see if they have ever experienced any server performance related issues with the Multi-Company process?Have you every had an issue with you task agent and the frequency to which you run your multi-company process?If you are using Multi-Company and consolidating I am curious has to what frequency you are running the process? 

8
B
2 years ago
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richard.whalebellyInspiring
asked in Kinetic & Epicor ERP

Changing Part Class and Inventory GL

When you change a part class of a part it does no inventory transaction and therefore if you have a different Inventory GL on a part class this would make that GL account incorrect.Just checking how others handle this and if I am correct?Also if other people use different GL account for stock or put inventory all under one GL.We would like to separate our potentially obsolete stock into a separate warehouse.Is there an easy way to have this goto a different GL?Thank thanks.RichardP.S I’m an IT Manager and not in finance so go easy :-)

6
P
3 years ago
S
swilsonKnown Participant
asked in Kinetic & Epicor ERP

Scrap and material allocations

I am confused by how Epicor handles scrap on production jobs. When scrap is posted on an operation and their was material assigned to that operation the material allocation is reduced by the amount consumed. The issue I have is that the system still assumes that the full amount will be completed on the job. For example I have a one to one relationship between a component and a finished part. The job calls for 10 of the parent and allocates demand for 10 of the component. If scrap is posted in production for 1 of the parent parts the amount of demand on MRP for the component is reduced by one. MRP still says I can expect all 10 of the finished parts. How do you make a finished part without component material? Is there something missing in our setup that causes this? We are on 10.2.400.17. Thanks. 

4
S
2 years ago
T
todd caugheyInspiring
asked in Kinetic & Epicor ERP

BarTender Labels in Cloud

Are there any gotchas in trying to generate labels from BarTender in a Cloud setting?  We are 2021.2.5 SaaS.  I have seen references to needing the Enterprise version of BarTender but that it has to be “installed on the Epicor Server” which could be an issue if Epicor itself does not manage that part.  Our goal is to generate a tab delimited file from a BAQ (driven by a BPM) and have BarTender watch for it in a folder and print to the appropriate printer.  We have most of the bits except for what BarTender needs to monitor the folder - which we believe is the Enterprise part.  Any tips for cloud based BarTender?Thanks,-Todd C. 

4
C
2 years ago
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jfekkesKnown Participant
asked in Kinetic & Epicor ERP

Burden rates updated now how to update to part maintenance routings?

We are currently working in test to update our Burden rates.  After we update the burden rates, how do we update our routings in part Maintenance with updated Burden rates?     

6
A
3 years ago
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melissahInspiring
asked in Kinetic & Epicor ERP

AP - Posting process that creates the IJ Journal Code

We have had an accounting manager leave our company and since then we are not seeing in our Chart tracker, the daily IJ posting entries from Receipt entry that puts the receipts into our Accrued AP account. No one seems to think that there was a process he was running but when we run that Chart tracker for that account, we see daily postings that coincide with the receipts. We are now trying to figure out basics on how these postings occur.Any back to basics info would be appreciated.Melissa

2
A
3 years ago
K
kskipperInspiring
asked in Kinetic & Epicor ERP

Price Lists (customer) to increase the price

Sounds a little odd, but I want to create a price list for a specific customer and have the prices increase by a certain percentage. Is that possible?  We are on Epicor 10.1.400.38. Thanks,

7
A
3 years ago
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