Kinetic & Epicor ERP

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

  • 925 Topics
  • 2,498 Replies

925 Topics

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mkauffmanParticipating Frequently
asked in Kinetic & Epicor ERP

Display Specific BAQ Results

I’m attempting to build a BAQ that only displays parts with multiple approved revisions.  I built a basic BAQ that displays parts and revisions from the PartRev table.  I’m not certain how to filter these results so it only displays parts with an approved A and B revision.  I’ve attempted to do this via subqueries and subquery criteria but am unable to get the results I’m looking for.  Has anyone done something similar that could point me in the right direction? select                 [PartRev].[PartNum] as [PartRev_PartNum],                [PartRev].[RevisionNum] as [PartRev_RevisionNum],                [PartRev].[Approved] as [PartRev_Approved]from Erp.PartRev as PartRevwhere (PartRev.PartNum like 'dp%') I would like the query to display only the highlighted rows. 

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2 years ago
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nicky.hopkinsKnown Participant
asked in Kinetic & Epicor ERP

Drop Shipment packing slip

hii am testing the drop shipment process which seems to work well, the only issue i have is, i see no method of sending the packing slip to the customer via email etc can anyone advise? mal 

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2 years ago
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bethNew Participant
asked in Kinetic & Epicor ERP

Made Direct Place Holder Operation - Mobile Warehouse

Does anyone use a place holder operation on their made direct parts?   Were having an odd issue trying to do a WIP to WIP movement while its in this place holder operation.   The Mobile warehouse states that a lot number is required, you cant search for it, and you cannot enter it in.  I think we have something set up incorrectly on the place holder operation.  I already asked Epic-I-Don’t-Care, and they blamed a customization.  You cannot customize the mobile warehouse, so I think they are way off base.      Company config is flagged to use the job number as the lot number.       The hand held scanner and the MES has a blank field for lot.  We can process passed it, it doesn't come up required like the Mobile Warehouse does.  It annoys me because I had previously been able to enter the lot number into the MES and hand held scanner, for this WIP movement.      

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2 years ago
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abutterKnown Participant
asked in Kinetic & Epicor ERP

Add one total restocking fee rather than per line item

Hello, What would be the best procedure to lump all restock fees into one final charge on the invoice instead of one restock fee per line item? Thanks!Arno

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2 years ago
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SkapasiNew Participant
asked in Kinetic & Epicor ERP

E10 Planning for multi-level BOMs - constrained materials not being considered

Hello, We are running into a scenario where we want Epicor to suggest the soonest we can produce items. We work in a configurable environment and would want our top level products to take into consideration lower level part lead times and so have marked them as constrained. We work in a plan as assembly environment. In this example below, our scheduling engine seems to be ignoring that one product will be coming in later than the top level requires the material.We don’t have raw materials to build this part and as such it has pushed MRP jobs into October of 2021.Please see MRP Job suggestions belowThe part is marked constrainedWe do not use manufacturing lead times as we want the system to calculate when we could build it based on available material. 

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2 years ago
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Anonymous
asked in Kinetic & Epicor ERP

Expected Receipts forms

I am looking for the report to print out expected PO receipts on individual pages by PO.  I know I saw these somewhere but now I cannot find them.  Can someone please point me in the right direction? Thanks

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2 years ago
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david.hiteKnown Participant
asked in Kinetic & Epicor ERP

Set Default DocType on Click and Drag of an Attachment

Does anyone have any suggestions on where to add a BPM or an example of when a user clicks and drags an attachment to a job, part, etc, I want to have a default Doc Type set without the user have to click in and edit the attachment.  Would appreciate any thoughts.

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2 years ago
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glenn.owersBrainy
asked in Kinetic & Epicor ERP

MES Customizations & MES Tablet Usage with Kinetics

Looking for insights and information related to the usage of tablets with MES and some specific MES customization.Customization Question: Our Manufacturing Quality team would like to be able to display a “Countdown” timer, which shows the Estimated Operation time less any accumulated actual time for this operation step the user is logged into, through MES.  Once the time gets to 0, it will start counting up, possibly in a different color, to indicate the operation is over the estimated timeframe.  Does any one have anything similar to this, which has been implemented within Epicor?Hardware Question:  I have read other topics which companies have implemented either touch screen or tablets within the manufacturing areas, to make it a little easier for the production workers.  I would be interested to hear which devices have worked within your manufacturing areas, and which devices to stay away from.  We were thinking of having a tablet for each manufacturing individual., which has a barc

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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?

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mwilson
2 years ago
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infoInspiring
asked in Kinetic & Epicor ERP

Epicor CRM: Marketing List Generator

Does anyone use the CRM module? We have had it for a while but never really set it up and used it. I can’t find any documentation or training videos for setup and use.In playing around with it in our Pilot environment, I managed to create a new marketing list and used the marketing list generator to filter the results and exported them to my list.Here’s where I am lost - how do I actually use the list? There are no actual addresses that I could use to do a mailed campaign, or email addresses that I could use to do an email campaign. It just gives me the CustID, ShipToNum, ContactNum and Name. What am I missing here?  

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2 years ago
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skbruewerParticipating Frequently
asked in Kinetic & Epicor ERP

Post but not create invoices

I know how to use Service Security Maintenance to keep users from being able to post invoice groups in Epicor, but what I need is the flip side of that.How do I stop a user from being able to create a group, but allow them to be the approver? I know that we could use Logged Invoice Entry for AP, but this is specifically for AR.

0
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2 years ago
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garybKnown Participant
asked in Kinetic & Epicor ERP

Partial Reservation

We are needing to spread some inventory over several customers.  In the Fulfillment Workbench, it appears it does not allow to reserve a partial quantity, just the entire quantity that is on the order line.In E10, is there a way to reserve just a partial quantity on a customer order?Thanks in advance.

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2 years ago
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ehora
asked in Kinetic & Epicor ERP

No Records found Notification

Hello All,I have many users requesting that a “no records found” message  be displayed when running a dashboard to confirm that the BAQ did run properly.  Is there a way to add a message in a dashboard?

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2 years ago
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martingParticipating Frequently
asked in Kinetic & Epicor ERP

Epicor BAQ Tile Issue

We’ve finally started utilising the BAQ tile functionality that appeared in E10.They’re very useful for displaying simple exception BAQs that are refreshed on a regular basis but recently the formatting of the tiles has started to get messy.The BAQs display simple queries containing a limited number of fields to ensure the data does not wrap.I’m finding that occasionally the tiles are displaying both horizontal data as well as vertical data in the same tile which is most frustrating.We’re using 10.1.400.20.I’ve attached a screen grab of the type of issue I’m experiencing.If anyone is aware of any bugs or work-arounds i’d love to hear.CheersMartin  

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slepley
2 years ago
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epearoInspiring
asked in Kinetic & Epicor ERP

Added new field to PartXRefMfg UD Table

Hi Everyone, we are running 10.2.700.14 and I have added a new field to our PartXRefMfg table called MLCSPec. We will use this field to enter in spec notes for our manufacturers. We would like this field to be printed on the PO along with the MFG and MFG Part Number.  I have copied our PO Form data definition into a new one and made sure the new field was in the list and not excluded. I then created a new report style and copied all the ssrs reports from the standard PO Form Printing into a new custom folder. Then I clicked on the “Sync Dataset” button on the new style to update the PO form .dll.  When editing it in SSRS I can see the new field but when I put it on the form it is always null even when I have data in the field on the PartXRefMfg file for the mfg part.  The MFG number, MFG Part Number show up without problems but the new field is null.  If it do a basic BAQ to look at the field in the BAQ designer there is clearly data in the field.  What can I be doing wrong?  Is there

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2 years ago
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murray.sNew Participant
asked in Kinetic & Epicor ERP

method to prevent sending sales order acknowledgement for sales orders on credit hold?

We have created a BPM to auto send the sales order acknowledgement when the sales order is flagged ready to process. We can prevent sending if the sales order is on hold but can’t figure out how to prevent if that sales order is on credit hold - don’t find any database field in orderhead that identifies the order credit hold condition??Suggestions appreciated!

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2 years ago
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morsoNew Participant
asked in Kinetic & Epicor ERP

Period Deletion Question

Our accounting department opened period 6 a few days ago and some transactions have been posted to it. Late yesterday management decided that we need to change the period end date. Accounting tried editing the end date, but it won’t allow it. The option exists to delete the period and warns about transactions. From research it looks like we may be able to delete the period, recreate it with the correct ending date and then run the Verify Balances process.Is this the correct procedure? Any input on the Verify Balances process? We are not familiar with it and aren’t sure of the various options and what it ultimately does. Would we just run it against the period 6? I wouldn’t think we would want to run it against the whole fiscal year so far. 

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mwilson
2 years ago
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ktibbettsNew Participant
asked in Kinetic & Epicor ERP

Actual Prod Hours

We use Kanban jobs to process cutting of foam in our facility. The kanban receipt automatically backflushes the four operations. Actual Prod Hours have been .04 on every single job we’ve processed. Just recently the Actual Prod Hours on the operation is showing 52 hours. There has been no change to the method or operation setup. Prod Standards, pcs/cycle, crew size, estimated hours, etc. all remaining constant.  Do you have any idea why actual hours would change? We do not actually clock in or clock out of the job. The entire job is created, transacted, and closed via backflush during kanban receipt. Thank you!

1
A
2 years ago
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rnguyenParticipating Frequently
asked in Kinetic & Epicor ERP

uniPoint for QMS

Anyone here has the uniPoint deployed as QMS for your company? We would need some advice. 

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

Miscellaneous charges on Advanced Billing Invoices

We are having an issue where Misc Charges that are added to an Advanced Billing Invoice (mirroring the sales order), are not being applied to the Shipment invoice.   For instance, we may have an order for $100 in product and $50 for Misc Charge.  We enter an advanced billing invoice for $100 product, and $50 Misc charge.  The Shipment invoice will apply $100 from the Advanced Billing Invoice, however it will leave the remainder as appearing unpaid.  Is anyone else having this issue? Thanks,Kati

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2 years ago
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FelipeKnown Participant
asked in Kinetic & Epicor ERP

Epicor Quick Ship

Does anyone here use Epicor Quick ship ? It appears that we own Epicor Quick ship, but we never implemented it. We are looking to try to implement it, but not sure where to start. Any ideas>?

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2 years ago
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masmarInspiring
asked in Kinetic & Epicor ERP

Carbon-black and Epicor 10.2.500.32 performance issues

We are currently running Epicor 10.2.500.32 on prem. We are also using Carbon Black product in addition to Web-root on the Server and Epicor workstation clientsVMware Carbon Black is a cybersecurity product designed to detect malicious behavior and to help prevent malicious files from attacking an organization.Has anyone experienced Epicor performance problems while Carbon Black is deployed on the Server(s) and user workstations? Asmar 

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

An Unposted PO GL Report

Has any one ever tried to create a report where you can detail an unposted PO Receipt transactions specifically showing which GL account these transactions would get posted against.  I’ve used PartTran to get the list of unposted transactions and filtered to TranType PUR%, but then trying to tie that up with the GLs that they should hit is getting a little tricky.I’m not quite sure which table I should be using to tie up the GL hierarchies. 

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2 years ago
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bethNew Participant
asked in Kinetic & Epicor ERP

FedEX API for Quick Ship

We are currently running on Quick Ship 5.4.   We are experiencing a problem with FedEx (truck) LTL shipments.   We do have the FedEx API module for Quick Ship.   When we try and create a customer shipment entry using our existing parts, we are getting an error about our parts Weight(s).  I did confirm with Quick Ship that the FedEx LTL portion of the module is rather “picky” and that you need accurate net weights on all your parts.  Since I have no weights on my 90,000 part(s), I was hoping to group them in some from, and update them in mass.  The problem I am running into is that I cannot get confirmation from either FedEx or Quick Ship, on how accurate the weights need to be.   I am concerned if we are to liberal with our weight calculations, I will have an issue.Anyone having success using FedEx LTL via quick ship?  

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2 years ago
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carl.heederInspiring
asked in Kinetic & Epicor ERP

Job Receipt to Inventory in different plant

Does anyone have any experience with tis functionality?  We are having difficulty making it work,

1
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2 years ago
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