Kinetic & Epicor ERP

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

  • 921 Topics
  • 2,479 Replies

921 Topics

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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

When Does Epicor Auto-close Order Lines?

K22.1 Classic screens, multi-plant, multi-company.I’ve seen many posts, searching here, about the logic Epicor uses to close sales order lines.  But way more questions than answers.  Would someone please tell me, when does the sales order line record (OrderDtl) get closed, as designed by Epicor?When shipped? When invoiced? When the invoice gets paid? After close of business following any of the above?Thanks,...Monty.

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17 days 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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Tim.BerrymanGenius
posted in Kinetic & Epicor ERP

Epicor Announce New Name for Epicor ERP

For those that haven’t seen the announcement yet, Epicor have today announced that future versions of Epicor ERP will follow the ‘Kinetic’ name with the release of Version 11 of Epicor ERP on June 10th.You can read more about the announcement hereLet us know what you think to the new name by participating in the Poll below or by commenting.

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

Sales code for a service

hi folkscan anyone advise on the best way to setup a part that we can use to sell a consultancy type service? hence non stocked, non manufactured, not bought in etc but will have a pre agreed cost associated with the “part” to our customer its not something that we normally do, so i dont want to go down the road of full service management etc any ideas? mal 

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8 months ago
rfreeman
rfreemanKnown Participant
asked in Kinetic & Epicor ERP

Financial Management Module - Consultants

Team EUG:We recently broke away from our parent company.  Much of our Financials were tracked through their SAP.  Now that we are on our own, we are trying to make full use of our E9 Financial Management module (functional and reporting).  But, we have questions.  I was wondering if any of you had any suggestions regarding any consultants that you may have used for Financial Management training.  As we all know, Epicor consulting can get pricey, so I figured I would start here. Any suggestions would be greatly appreciated.  :) Bob FreemanI.T. ManagerStewart Signs

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S
2 years ago
daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

Loading Jobs via DMT (Old system to new system)

Can someone explain the process to migrate Jobs from your old system to your new system using the DMT? We have queries for Job Head - Part - Prod - Assmbl - Oper - Mtl which i have extracted from E9 and i am loading them into Kinetic but i feel i am missing something. What should you ensure about the jobs in the old system before transferring. Its been many years since i have done this and i am sure i am missing something. I guess i am after a Best Practice method of some sorts. Thanks.

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mwilson
1 year ago
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kstinnettInspiring
asked in Kinetic & Epicor ERP

Updatable BAQ Ship to Country

Apparently during original data entry no one entered the Country in the Ship To table. I have created a Updatable BAQ but when I update a record to USA for the country I get the following error.Country references Invalid Value.Also, I have 5494 records to update. Is there anyway to update them all at once instead of one at a time. I am on the cloud so I can’t do it on the back end.

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K
1 year ago
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gumipigKnown Participant
asked in Kinetic & Epicor ERP

Track production errors

Operations Production Manager asks:  Is there any error logging capabilities in Epicor?  We need a way to track Sewing/Production errors and create reports from this data.  Linking this info directly to Job Orders would be ideal.Please advise.

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A
2 years ago
daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

Inspection Required?

I think i am going mad. Has there ever been in EPICOR an Inspection Required tick box on Part Entry?

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2 years ago
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ToddHansonNew Participant
asked in Kinetic & Epicor ERP

PO Release Status Codes: C, M, O, v

Hello,  I am new to both Epicor and EUG.  However, I have worked in a number of systems and with a few user groups, in my 30+ years, so after searching for an answer here, without luck, I am going to ask.First, my reason for asking is that with all the supply chain issues, and a two person staff being down to one, until I was hired last week, we are very behind in placing PO’s.  We have many shortages for jobs that we would like to release to the floor.  I am working on a BAQ that will identify shortages, any open PO’s, etc.    In doing so, I am trying to determine the PO Release Code definitions.  From the interface, I am finding that C = Closed, O = Open, V =  Voided.  However, M also appears to equal Closed, but there must be something more to it, like perhaps Matched (to an invoice).  Any help would be appreciated. - Todd 

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2 years ago
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mark.taylorParticipating Frequently
asked in Kinetic & Epicor ERP

End User Training

Hi All,How have people managed with end user training?Mainly, getting commitment from the users whilst still maintaining continued business processes.Did you have a dedicated trainer/team?Any other hints or tips would be appreciated.

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1 year ago
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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,

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A
3 years ago
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

Quantity Adjustment Not Following Serial Number Format?

I’m creating a part with a four-digit numeric serial number, with an alphanumeric prefix.  But when I try to quantity adjust-in one each of the part, and click the Serial Number button and Create Serial Numbers tab, my chosen format is not being followed; anyone have experience with this? Part Maintenance specification of serial number format shown below, followed by what’s shown when I try to create a serial number in Quantity Adjustment.  It defaults to 20 digits with no prefix, rather than the 4 digits with alphanumeric prefix I’ve chosen.  Any ideas? ​​​​​​Part Maintenance  

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

Valid Warehouse Error When Receiving

10.2.700 We are setting up a new 10.2 system and have tried to set up the warehouses and bins as closely as possible to the current state system.  In Receipt Entry, with my created packer open, I create a new receipt line, pull-in the line/release, and mark it received, the default warehouse is shown.  I can choose a bin within that warehouse, no problem.  Then when I try clicking the Save icon, I see the error, “A valid warehouse is required.”  Is there something about warehouses I have to configure, to allow them to receive these items?  Thanks,….Monty.

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mwilson
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
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

MRP Socket Disconnect Error

10.2.700 We have our evaluation upgrade server in place, and it’s running all programs normally and printing is working as well.  But when we run MRP, we receive the error below.  I searched this forum for the keywords, and it was from a company upgrading from 9.05 to 10.2, but unfortunately they only posted basically “we found the answer” without giving the technical details.  Have any of you ever done an upgrade, and trying to run MRP in the new system, had the socket refuse to process?  It’s sticking on “deleting transfer order suggestions” which I think is the first thing it tries to do. Thanks...Monty."E102700TEST": A communication error occurred trying to run task ID 965021 for agent "SystemTaskAgent" on the application server (User: "mwilson", Task Description: "Process MRP").If this continues to happen investigate if you need to increase the receive and send timeouts in your web.config.Error details:System.ServiceModel.CommunicationException: The socket connection was aborted.

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A
1 year ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

Cloud Menu Security

The company currently has little or no menu security and security groups set up but needs to change this.  Security by ignorance is a weak strategy.  But when I go into Menu Maintenance everything is grayed out and all the menu levels and items are check marked as “Allow Access to All Users/Groups”.  And this too is grayed out.  My user account has Security Manager checked - along with just about everything else.  I am also a member of the Epicor System Administrator security group.So what controls menu maintenance being grayed out?Kinetic 2021.2.13 SaaS.Thanks,-Todd C.

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1 year ago
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Anonymous
asked in Kinetic & Epicor ERP

PUR-SUB one legged journal in Review

We have a PUR-SUB Transaction stuck in Review Journal. The PO created has two lines - the second line doesn’t appear to have a GL code associated with it. The PO got received in and AP matched an invoice against it so we can no longer reverse the receipt. It is still in an open period.How can we get this out of review journal and where do i need to go to check links are working, (so WIP Subcontract linked to correct GL code). I have double checked Product groups and they appear to be set up correctly.I have tried cancelling review journal but it just keeps recurring.Any ideas? 

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A
3 years ago
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lmeeksParticipating Frequently
asked in Kinetic & Epicor ERP

Change Supplier on PO

I have an open approved purchase order and need to change the vendor/supplier. It appears to be greyed out but it is not tied to a sales order. What else would lock the supplier so that it can’t be changed?  

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tshoemaker
2 years ago
daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

Job Part Table

Can i directly update the Job Part Table via DMT? Every time i run the Job Part Template it says “You are not licensed to maintain this table”, If that is the case and i cannot maintain, how does the information in that table get updated? For example, Qty Completed.

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J
1 year ago
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glenn.owersBrainy
asked in Kinetic & Epicor ERP

Debate on Manufacturing Labour Variance

We are having issues with the definition and calculations of Manufacturing Variance, so I am asking the group how they define Manufacturing Variance.In the Red corner, we have a person building PowerBI reports, taking the Actual Job Operation hours and comparing them to the Estimated Job Operation hours.  They take the delta and multiply this value by our fully burdened labor rate.  {(Actual Job Hours - Estimated Job Hours) * Fully burdened labor rate}A positive value indicates the actual labor hours booked, is greater than the estimated labor hours.A negative value indicates the actual labor hours booked is less than the estimated labor hours.The individual is sharing these reports with the management team and has titled the report Labor Variance.In the Blue corner, we have the CFO reporting on the G/L balances for Labor Variance.  Unfortunately, we are dumping variances for labor, labor burden, material, material burden, rework, and some PPV into our Manufacturing Variance account, s

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1 year ago
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garybKnown Participant
asked in Kinetic & Epicor ERP

SSRS Report - Invoice Number To Header

I have been fighting an ongoing battle since we updated to E10 in January.For the AR Invoice Form, using the standard E10 ARForm SSRS report as a base, I created a new custom form for our format.  The ARForm uses code in the report to add the invoice number to the page header.  (code.SetVarInvoiceNum function in the Invoice number group header).For invoices that have only 1 page, all is good.  What we encounter is on some that have multiple pages per invoice, the values in the header (invoice number) jump ahead one invoice so things don’t match up.  We get page 3 of the invoice with the correct detail, but the invoice number and invoice date are pulling in the values from the next invoice.  We have to print each invoice individually to get it to print correctly, rather than all the invoices as a batch.  That can take more time if there’s a lot of invoices in the batch/group.Here’s an example.  The 2 values highlighted in yellow are the current invoice (551924).  The values in orange ar

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2 years ago
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Michaela.HKnown Participant
asked in Kinetic & Epicor ERP

Creating a BAQ to compare warehouse on hand balance with site balance

I have a BAQ that displays all partnum, warehouse, and bin and current on hand balance if it is below 0. It is our negative balance report. I want to add a column that displays the total site quantity so the user can easily see if we are actually negative or if the inventory is just in the wrong warehouse.  I cannot figure out how to get it to work to sum the site quantity and add that as an additional column into the original BAQ. Has anyone done something similar that can provide me some instruction? We are running the most recent version Kinetic 2022.2. 

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1 year ago
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pgoodhewInspiring
asked in Kinetic & Epicor ERP

Adding a Select All button in updateable dashboard 10.2.700

Hello all,I have written an updateable dashboard to assist with inventory counts, displaying info from PartWhse. There are a couple of UD fields, both checkboxes, that are updateable on the dashboard. All works as per spec, the user can check or uncheck the flags and it saves back to the DB table just fine.However, I would like to give the user the option of checking or unchecking the checkboxes for all rows to save time, so thinking of adding buttons to the dashboard tracker view. I created a test button and got as far as having the wizard create the private static void, but that’s where my expertise ends! I tried using a foreach statement on ttResults but the Script Editor doesn’t recognise the name.Has anyone done anything like this before?Peter

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1 year ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Epicor forcing everyone to the cloud?

We are seeing rumors of the highlighted statement below. I attended insights 2022, and did not hear this in any sessions. Did anyone else hear this? At the Insights Conference this year, Epicor informed everyone that they're requiring the move to Cloud based servers by 2024. Epicor said “If you are not in cloud, have a plan to get there”. Very bluntly, they informed us that all users not in the cloud by 2024 would be placed on sustained support. They made it very clear this was going to be fully enforced to all clients.

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P
1 year ago
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