Kinetic & Epicor ERP

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

  • 925 Topics
  • 2,495 Replies

925 Topics

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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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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

Why No Invoice Number In RcvDtl Record?

K22.1 Multi-company, multi-plant. The field help on RcvDtl.Invoiced and RcvDtl.InvoiceNum implies that during AP invoicing, these two fields should be loaded coherently with each other.  That is, if a receipt line has Invoiced checked, then there is an InvoiceNum value that gets loaded at the same time.  But in our system, a small number of invoiced receipt lines still have a blank invoice number showing.  In PO Tracker, you can go to the Lines / Invoice Activity and get the invoice numbers that way, and we don’t see anything suspicious about them.Does anyone know why after AP invoicing, the RcvDtl.InvoiceNum field would be blank? PS. I found KB article KB0104206 which describes the issue, and offers a SQL data fix, but nothing on the root cause.Thanks,..Monty.

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8 months ago
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Jack.PennypackerInspiring
posted in Kinetic & Epicor ERP

Epicor Ideas - I have added an idea and hoping to get some votes for it. ( Better Costed BOM report)

The Costed BOM report whether it is for the Indented or Single Level, it is an ugly report that does not export into Excel in any way that is worth using.     I have asked for a new Dashboard or report that would give option of indented or single level BOM, that would Export into Excel.    This could be used for checking costs, comparing between 2 different revs for a part or for 2 different but 2 parts that are closely related.  Or the same BOM from 2 different time periods.   This would be a great time saver when asked to find out why something changed in cost or why 2 different parts have such a different cost on them.    If you go to the Epicor Ideas, the idea I created is KIN-1-4688.  see below: PLEASE VOTE FOR THIS, So that Epicor will add it to new releases.

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fred
1 month ago
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glenn.owersBrainy
asked in Kinetic & Epicor ERP

Sub-Contract Operation -Auto create an A/P Credit Memo

We perform an Outsource Operation within a job, which we link to a Purchase Order.We perform the Sub-Contract shipment process to move the item from our facility to the Outsource Vendor, creating the Mfg-Ven transaction within Epicor, so Epicor knows the item is no longer within our facility.Our plant is in North America and the Outsource Vendor is in Europe, so it takes a few days for the item to arrive at the Vendor.  The vendor then performs the work, and ships the item back to us.  This process can take upto 3 months roundtrip.  We would like to be able to decrease our WIP inventory while the item is not within our facility.Is there a way to link a G/L Control to the Mfg-Ven inventory transaction type, so we could move the standard cost of the item out of WIP and into a ‘Holding Account’, while the item is outside our facility?The offset would be the PUR-SUB transaction, when the item is received in Epicor, have the standard cost of the item move back into WIP from the ‘Holding Acc

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G
8 months ago
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carolina.pullenInspiring
asked in Kinetic & Epicor ERP

Run Scheduling without taking into account “actuals already clocked”

We are using backwards (infinite) scheduling to schedule a job.At the beginning of the job we set up the operations with the Finish to start or Finish to Finish relationships, and backward schedule the job from the required date.  This generates the scheduled Start and Finish dates that we use for our plans.However, once we have started to book actual hours and quantities to a job, when the job is re-scheduled, this is taken into account, and the planned start and finish dates change.Is there a way of running scheduling without taking into account "actuals already clocked", so that we can see the original planned start and end dates?Thanks.

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E
8 months ago
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glenn.owersBrainy
asked in Kinetic & Epicor ERP

Time Phase Inquiry - Definition of Terms

Our Supply Chain team has been completely replaced over the last 12-18 months.  They are stuggeling with some of the concepts within the Time Phase screen and how to interpret what the data and screen is telling them.Some background on Part A, which is a Purchased Part:InventoryMin. O/H = 0   Max. O/H = 0   Safety Stock = 27,005  Min. Order Qty = 4,000  Lead Time = 98 daysManufacturingMin. Lot Size = 60,000  Max. Lot Size = 0  Lot Multiple = 15Time Phase, is telling us to expedite an existing PO for a quantity of 40,000, which I agree with and can explain to the Supply Chain.Later on, I see a “Suggestion for Warehouse XX” with a receipt quantity of 60,000.  I’m guessing the quantity is being triggered by the Mfg. Min. Lot Size of 60,000.  Time Phase is telling us to pull from another warehouse, this quantity of 60,000.  I believe the Procurement team is reading this as a PO Suggestion to order 60,000, even though this is a Purchased part, but someone has entered data into the Manufactu

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C
12 days ago
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john.howellNew Participant
asked in Kinetic & Epicor ERP

What TMS Are You Using?

With the changes to our contracts with both ConnectShip and Pierbridge as a result of Agile Los Angeles’ closure, it’s time for us to look around to see if what alternatives are out there.Is anyone using something other than QuickShip or AgileManifest?  Any recommendations would be greatly appreciated.

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P
7 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

Updatable Dashboard - Act On Multiple Selected Rows

2022.1.9, Classic WinForms screens, multi-company, multi-plant. I’m building an updatable dashboard for the PartAlloc table, and I need to assign an entered value to a field in multiple rows depending on the user selection.  I’d like to make a customization with a field tied to a BPM data field (if that can be accessed from the C# code) and install an “Assign” button.  When the user clicks the button, the value in the box gets assigned to a field of all selected records in the grid.My second choice would be to label one of the unused Y/N columns “select start” and another one “select end” and when the user clicks the button, assign the value to the field of all records between these two inclusive.   But it would be more intuitive for a Windows user who already knows how to select multiple rows of a grid, to be able to act on the selection.Can someone advise me on the code to put in the click handler?Thanks..Monty.Ps. Since my original posting I’ve come across someone attempting to do s

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M
7 months ago
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BcaseyNew Participant
asked in Kinetic & Epicor ERP

Epicor Consultant in China Suzhou Region

Hello, Does anyone recommend a consultant  or consultant firm that have used in china Suzhou Region before? Thank you,  Bridget Casey 

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R
7 months ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Drag and Drop attachments not working in Kinetic

We are implementing Kinetic views in 2022.2.12. When we tested 6 months ago, it worked. Now it is not.Any ideas?

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M
7 months ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Safety alerts / Tracking / Corrective actions

Is anyone using any of the Kinetic-ERP modules to capture safety alerts / corrective actions?We are currently using the Maintenance Mgt, with a scheduling priority of Safety, and issues of Safety. We are thinking of using the Corrective Action app to capture / process corrective actions related to safety improvements.Using Nonconformance type = Other, with reason codes for Safety related concerns/problems.We could address it there, and/or move into a corrective action for improvement tracking.Thoughts?

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M
6 months ago
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rlyonsNew Participant
asked in Kinetic & Epicor ERP

Credit card customers going on credit hold

Hoping someone can provide some insight. We are a B2B company, our company offers credit card and terms as payment methods for our customers.Issue: When a sales order is created, there is a pop up that states “the customer is on credit hold, do you want to proceed etc?” the order then goes on hold and then customer will go on a credit hold. We have to remove this hold on the customer record. This issue is happening sporadically but it is wasting a lot of time. Our rep has to notify Accounting to remove the hold and then they can continue to process the order.Anyone know why this could be happening? It doesn’t make sense for a credit card customer to go on a credit hold ever. Here’s the setup:Our credit card processor is Ebiz Charge. Our credit card customers are set up with having a credit limit of 1. This was recommended by the ECC team (many years ago) that by making the value 1, it will only offer credit card as a payment method at checkout (we don’t want credit card customers to pu

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calvind
6 months ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Inventory items for maintenance module

We are looking to start up a Maintenance item stocking program. We do not want to carry the value, so we will set these to STD costing and at $0 and want the items to go to expense at time of receipt. What we are seeing is what we expected.When the PO is received in, the system adds the cost to inventory.  Its then doing an auto adjustment using “ADJ-CST” and moving the costs out to expense… we want it to expense, but instead of going to the actual maintenance parts expense account we created, the system is saying this is a normal inventory adjustment and moving this to our inventory adjustment account instead. We are not sure if this behavior can be modified with a posting rule or if a method/data directive would work.

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M
6 months ago
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JoeHNew Participant
asked in Kinetic & Epicor ERP

Recurring Journal Entries 2023.1

New user from 6.1I created a list of recurring je s but am stmped on the next steps to schedule etc. Any wisdom to share?

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L
5 months ago
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b.cunninghamNew Participant
asked in Kinetic & Epicor ERP

GL Consolidation for Multiple Companies

We have multiple companies in Epicor, domestic and international, and are looking to use Epicor/Kinetic as a GL consolidation tool.  Has anyone successfully consolidated GL within Epicor between companies with different base currencies?  Subsequently, how is foreign currency translation handled on a period (monthly) basis and how are intercompany transactions, if any, eliminated?  Or is GL consolidation being done outside of Epicor using Excel or a bolt-on product?

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L
5 months ago
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mgarittaKnown Participant
asked in Kinetic & Epicor ERP

BOM Categories

Does Epicor acknowledge/support  BOM categories similar to that of SAP? Aside from s standard BOM does Epicor use Costing BOMs or Production BOMs for example? After creating a Standard BOM for a given part you would have the ability to replicate that BOM for costing/production purposes? 

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W
5 months ago
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garybKnown Participant
asked in Kinetic & Epicor ERP

Application Server not holding SSL Cert

I am trying to install an application server for Kinetic 2023 for a test environment.  I had it working locally on the server, but then removed it due to some issues.  Now I’m trying to set it up again.When I assign the SSL cert to the Kinetic server, I can initiate the ping but once I click the Apply or OK button, it does not hold the SSL cert.If I try to add an application server or register an existing one, it gives an error:This IIS web server needs to have SSL setup before administering Kinetic application servers.  Open the server properties dialog and check the SSL Certificate settings.If I go back to the Server Managment, the SSL cert box is empty.Has anyone encountered this issue?

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G
4 months ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Classic dashboad to kinetic publish and filter

We are in the process of uplifting out classic dashboards to kinetic and some have  multiple BAQs with publish and filter,  and it appears it is not working. Did we loose that functionality, or am I missing something?

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S
4 months ago
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codyc@millerbernd.comNew Participant
posted in Kinetic & Epicor ERP

Epicor Asset Management Experience

We are working with Epicor on evaluating the Asset Management module. Our accounting team was looking for a reference from Epicor to discuss their use of Asset Management. Would anyone be willing to have a 30 minute call with our accounting team, or be willing to give a brief overview of their experience with Asset Management?

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R
4 months ago
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jdroweParticipating Frequently
asked in Kinetic & Epicor ERP

Parts auto fill warehouse they ship from?

Is there a way for Sales Order Entry to automatically pull/enter the correct warehouse a part ships from?Example: Site A produces a part, but Site B ships it out.We would like to see if it is possible that when a part is selected in Sales order entry, that the system automatically enters/pulls the correct site to ship from, in this case it would enter the ship from address of Site B (vs Site A where its produced).Is there something already in Kinetic to accomplish this, or would this be a BPM or customization behind the scenes?Thank you for any guidance you can provide.have a great day.

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4 months ago
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michael.lintz@martinyale.comNew Participant
asked in Kinetic & Epicor ERP

E10 - Segment Description Change for Trial Balance Report Summary

I am trying to find where the “Description” is pulled from on the Trail Balance Report - Summary.I’ve changed the General Ledger Account Maintenance and Account Segment Values, but it does not update the “Description” in the Report.If anyone has any ideas, I would appreciate your input. 

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P
3 months ago
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dan.vossNew Member
asked in Kinetic & Epicor ERP

EUG Discount - Insights 2024

Any word on when the EUG discount code for Insights 2024 will be available?

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Z
2 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

Please Help With OrderAlloc Adapter

I’m having trouble finding any documentation or postings of OrderAllocData, and what exactly is supposed to be contained within the search results. I’m looking in the REST v2 API help (Swagger) and I don’t see anything in there. I’m in a classic UI customization and all I really need to know is, if a PartAlloc record exists that matches an Order/Line/Release, what the picking quantity in that record is.I’ve tried OrderAlloc.Count.Rows, PartAlloc.Count.Rows, and OrderAlloc.Rows and PartAlloc.Rows without the Count and nothing seems to give me anything but zero.My attempt at a Click event handler is below; grateful for any help.Thanks,…Monty.     private void btnShipPicking_Click(object sender, System.EventArgs args)    {        // ** Place Event Handling Code Here **        int intOrderNum;        Erp.Adapters.OrderAllocAdapter adpOrderAlloc = new Erp.Adapters.OrderAllocAdapter(oTrans);        string strSearch;        Ice.Lib.Searches.SearchOptions opt = new Ice.Lib.Searches.SearchOptio

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

Update PO due date from New PO Suggestion - Material List tab

Is it possible to update PO due date from New PO Suggestion - Material List tab?Under the New PO Suggestion screen, we normally review our suggestions from the Material List tab then tick the "Buy" column and generate PO from there.  However, the "Due date" fields on this screen is greyed out (see below). So to update the Due date before the PO is created, we have to go into the Suggestion - Detail tab and in there the Due Date is field is NOT greyed out (see below).  Is it possible to update PO due date from New PO Suggestion - Material List tab?Thanks.

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M
2 months ago
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itNew Participant
posted in Kinetic & Epicor ERP

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7 years ago
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