Kinetic & Epicor ERP

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

  • 927 Topics
  • 2,506 Replies

927 Topics

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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.

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

Overview of Manufacturing Variance - Can anyone help??

We have found a number of manufacturing jobs from 2021 & 2022, which have not been closed.  I’ve analyzed the data and a large number of the jobs have a variance between the Estimated time and Actual time spent on the job.My question is:The labour rate in 2021 was $23.35 per hour for each employee.  The labour rate in 2023 is $67.66 per hour for each employee.  When the job is Closed and the manufacturing variance is calculated, what are the comparisons that Epicor does to determine the variance?  Does Epicor compare the 2021 labour rate to the current labour rate on the resource group or employee record and calculate the variance dollars based on the delta between the rates, or does Epicor continue to use the 2021 rate and compare to the amount of labour on the Part Cost record to determine the variance? Note, we calculate our Standard Cost in January of each year, so the labour amount on the Part Cost record today, will reflect the current year standard cost, which would be built

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2 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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2 months ago
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jnortonNew Participant
asked in Kinetic & Epicor ERP

Alternate overhead rate methods

We manufacture many different kinds of athletic goods.  Our factory is much more like a job shop than an assembly line.  We have used labor as our driver for our overhead rate for years.  We are now investing heavily in robotics.  We are concerned that we are not allocating our costs appropriately across our products.  Is anyone using a different driver (i.e. denominator, [Rate = Overhead Cost Pool/Labor Hours]) besides labor and if so, how do you implement in Epicor?  In particular, is anyone using Activity Based Costing (ABC)?

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2 months ago
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bpseja@urschel.comNew Participant
asked in Kinetic & Epicor ERP

Incoterms on a Purchase Order?

I see where I can enter the “FOB” on a purchase order, which I’m assuming is intended for domestic suppliers.  If I want to enter an actual Incoterm, EXW for example, is there an Incoterms field available on Purchase Order entry?  Maybe hidden?  I would not want to use the “FOB” field as that in itself is its own Incoterm and would be confusing to the supplier if my PO stated “FOB EXW”.

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2 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

Can We Make Epicor Post AR Bank Deposits In Summary

2022.1 Epicor Kinetic with Classic screens, multi-company, multi-plant.Our head of Finance for USA is asking about how Epicor processes cash receipt groups.   When we make a bank deposit, she wants the posting to be a single sum of money, to make it easier to process the bank statement.  But instead it’s getting posted as all the individual payments we’re processing.  I’ve found a couple of posts here on the EUG with the same complaint, many years ago, but no one had a solution to make the system post the sum instead of the individual components.Please share any solutions or workarounds you’ve found for dealing with this.Thanks much...Monty.

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2 months ago
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henrystruNew Participant
asked in Kinetic & Epicor ERP

PO Suggestions appear in Time Phase, but not PO Suggestion Entry

PO Suggestions appear in Time Phase, but not PO Suggestion Entry

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calvind
2 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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2 months ago
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jdroweParticipating Frequently
asked in Kinetic & Epicor ERP

Next Available number BPM for a module

Can a BPM be set up to add a sequential number into a field as a new record is entered?Example, looking to have a BPM enter the Ship ID field (next available) when a new ship via address is entered into Epicor.If this can be done thru BPM, what would that look like in the BPM designer?Thank you for any assistance you can provide.Jason

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2 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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3 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

Multiple Customizations In Menu

K2022.1.33 with Classic Screens Epicor Kinetic has started changing the customization level of all occurrences of an Epicor screen, when we update any one of them.  For example, I change the customization of the Order Entry in Sales Management / Order Management / General Operations, and it also changes the other occurrences of Order Entry in the menu.  First of all, HUGE time saver vs. the old method of finding all the occurrences and changing each one.  But if I have a group of people who still need the old screen, how can I change the customization level of one without changing them all?  Thanks!

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3 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

Multi-Company And Customer Sends One Check For Both

K22.1We have two companies with the same address and phone number, and one of our customers routinely sends a single check to pay our AR for moneys owed to both companies.  What are some approaches you and your AR team members have used, to receive the cash into Epicor in the multiple companies?Thanks,...Monty.

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

Maximize Use of Epicor 10...?

Small manufacturing company using Epicor 10.  I am being asked by upper management on ways we can fully utilize the power of Epicor 10.  The thought is that we are not using it to its full potential.In order to answer that question, I would first think that I would need to have someone identify all current pain points, and then address those pain points using a solution in Epicor.I have very limited experience with Epicor, and just looking for some input/guidance on how to handle answering such a question. I know this is a broad and general question, but any input/guidance would be greatly appreciated. 

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3 months ago
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David.D.DelpNew Participant
asked in Kinetic & Epicor ERP

Maintenace Job Closing

Has anyone created a dashboard to close Maintenance Jobs?

5
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3 months ago
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it@norbec.comNew Participant
asked in Kinetic & Epicor ERP

Shipping PCID with Handheld

We are on Epicor 10.2.600 and have the Handheld application I would like to know how we could ship a pcid from inventory on a specific order only by scanning the PCID

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4 months ago
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Luke RogersKnown Participant
asked in Kinetic & Epicor ERP

Shop Floor Hardware / Bartender / Network Printing - Help

Hi Everyone,Has anyone got any experience with Bartender and network printing? We are implementing shop floor right now our setup is as follows:* Android Samsung A8 Tablets for production using Web based MES* Bluetooth Datalogic scanners attached to each tablet* Wifi Zebra printers networked via wireless to server with edgeagent running on the server*Zebra TC22 hand scanners for picking/warehouse running epicor android mobile warehouse.So we purchased Bartender 2022 for designing and running all the labels we require for purchase receipts, production and quality. We are using operational tags to replace our current job cards/need for job travellers.I can print using network print options to test an output if the file is an SSRS report but i cannot use network print to print a bartender label (i should be able to select the network printer that will then map this into the output BT file and subsequently then print to the network printer via the integration builder.) I will eventually lo

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calvind
4 months ago
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Luke RogersKnown Participant
asked in Kinetic & Epicor ERP

Shop Floor Hardware / Bartender / Network Printing

Hi Everyone,Has anyone got any experience with Bartender and network printing? We are implementing shop floor right now our setup is as follows:* Android Samsung A8 Tablets for production using Web based MES* Bluetooth Datalogic scanners attached to each tablet* Wifi Zebra printers networked via wireless to server with edgeagent running on the server*Zebra TC22 hand scanners for picking/warehouse running epicor android mobile warehouse.So we purchased Bartender 2022 for designing and running all the labels we require for purchase receipts, production and quality. We are using operational tags to replace our current job cards/need for job travellers.I can print using network print options to test an output if the file is an SSRS report but i cannot use network print to print a bartender label (i should be able to select the network printer that will then map this into the output BT file and subsequently then print to the network printer via the integration builder.) I will eventually lo

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4 months ago
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jamie.coppedgeNew Participant
asked in Kinetic & Epicor ERP

Job Schedule critical path

The critical path is identified on the job scheduling board, is this stored in the data anywhere or calculated each time the job scheduling board is opened? 

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

MRP Creating Duplicate Jobs - Latest Release (2023.2.6)

We upgraded to the latest release (2023.2.6) on December 10. Since then, we have seen MRP create duplicate jobs that are linked to closed jobs and closed sales orders. This is creating false, duplicate demand in PO Suggestions. We have not changed business processes or data and did not have this issue prior to the upgrade. Is anyone else seeing MRP create duplicate demand linked to closed (not completed) job orders?

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4 months ago
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KMihailaNew Participant
asked in Kinetic & Epicor ERP

Shop Warning 70 - Version 10.2.7.27

I am unable to select “Send Alert” when configuring Shop Warning 70

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4 months ago
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iankInspiring
asked in Kinetic & Epicor ERP

Standard Cost Calculation

We have recently upgraded to Kinetic 2022.2 from Epicor 10.1.After the upgrade we have noticed that the Standard Cost Rollup Calculation has changed. This is affecting nearly all of our parts, some with dramatic changes of Standard Cost. This issue appears to be related to how Setup Costs from lower-level items are treated.  Support agree that the code has changed in Kinetic 2022.Is this giving any others problems, or are we alone in this argument?

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4 months ago
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MontyWilsonBrainy
posted in Kinetic & Epicor ERP

"No Matching Constructor Found" Error on Data Directive

I just had a weird thing happen and I’m not finding the error message; maybe I’m the first ever to see it?  Attempting to save a data directive, I get this message:No matching constructor found on type 'System.String'. You can use the Arguments or FactoryMethod directives to construct this type.It turned out that in an embedded query, I had a table criterion that a field must be “IN” a value list, and one of the listed values was left blank.  I deleted it and the directive saved with no issue.HTH

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4 months ago
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kskipperInspiring
posted in Kinetic & Epicor ERP

Sales Orders - blanket orders, last release

I’m trying to figure out a process for a new product that we might sell on a subscription basis. The product has a short expiration date so we were thinking of an annual subscription with monthly shipments.In our brainstorming session we came up with the thought that it would be nice to notify the customer that their last shipment was just made.One idea was an email notification. I’m thinking of a BAQ/Dashboard that looks for the PartNum and closed orders with a release shipped in the last week (or maybe use a date selector). We could grab the email address from the Customer record and email them.  Another idea was to put a flyer in the shipping box. But how does shipping know this is the last shipment on that order? Any other ideas? We’d be in Kinetic when this starts.

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4 months ago
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kskipperInspiring
asked in Kinetic & Epicor ERP

Credit Cards (PayPal) and Kinetic

We are currently on 10.1.400.38 and using Credit Card Processing through PayPal.As we test Kinetic SaaS for go live in the spring, it’s time to work on Credit Card Processing. I have a few issuesI’m in Credit Card Configuration and don’t see the Pay Flow Pro via SDM option on the dropdown for Gateway. When we initially testing Epicor 10.1.400 back in 2016, we had to change a config file on our server to indicate that we were in a test environment and then change it back at go live. How do we do that if we are SaaS? Can someone who has been through testing credit card processing in Kinetic SaaS give me some insight into how to get setup for testing?

2
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4 months ago
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john.howellNew Participant
asked in Kinetic & Epicor ERP

REST Access Scope and BAQs

I’m having some trouble setting up an access scope that allows us to limited access to just a select list of BAQs through the REST API.  Are there any services and methods I need to explicitly add to the access scope to be able to execute these basic BAQs?When using an account this access scope is applied to, I am unable to search or access any BAQs.  If I remove the access scope, then I can search for and execute any shared BAQ available to the company I am in.

2
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4 months ago
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