Kinetic & Epicor ERP

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

  • 831 Topics
  • 2,297 Replies

831 Topics

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lairdlKnown Participant
asked in Kinetic & Epicor ERP

EDD - Date filter

I am trying to build a EDD view, and my BAQ has LaborDtl.Payrolldate in it, however, I cannot see it when trying to add it to the filterI did add it after I started, and I have refreshed the BAQ. 

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3 months ago
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henrystruNew Participant
posted in Kinetic & Epicor ERP

Payroll Integration using Automation Studio and Kinetic

We are currently under implementation for Epicor Kinetic. We have purchased the on premise version of Kinetic and have it hosted by 2W Technologies. We are on version 2022.2.18. We are also looking at new HCM Payroll Systems. Reviewing ADP, Paylocity, and UKG. All of them are listed on Workato website for Automation Studio. Does anyone have live API feeds between the two systems?

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4 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

User Runs BAQ Via Dashboard And Exits Before It Finishes

K22.1, most users using classic screens We have a BAQ that, if users forget to enter a part number, can return millions of records and we believe a user may have done this, and force-terminated the smart client due to it taking so long.  Perhaps the same person would log in again, and try it again.We are already taking steps to change the query so it won’t run without a part number specified.  My question is, in the situation described, how long would the BAQ continue to run, consuming server resources, after the user’s session was forcibly terminated?Thanks much,..Monty. 

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4 months ago
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jeff.josephNew Participant
posted in Kinetic & Epicor ERP

Tracking Details button on Customer Shipment Entry not working again for UPS in 10.2.700.20

The Tracking Details button opens a UPS tracking window that just spins indefinitely.  They had fixed this in 10.2.500 but it seems to be broken again.  Anyone else having this issue?

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4 months ago
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Joe RojasNew Participant
asked in Kinetic & Epicor ERP

Change PO line unit cost using the POAdpater

Hi All (E10.2.600)I have a UI customization on Customer Shipment Entry that will create a purchase order based on certain conditions.Everything was working but I was not anticipating that some of the part numbers involved would have a supplier price list and for these specific POs, that the customization is creating, the unit cost needs to be zero.I did as UI trace and a BO trace to find how how to set the price to zero but it is not working.The code snippet I have is:poAdapter.POData.PODetail[lineCount].RowMod = “U”;poAdapter.POData.PODetail[lineCount].DocScrUnitCost = 0;poAdapter.ChangeUnitPriceConfirmOverride(out sConfirmMsg);poAdapter.ChangeUnitPrice();poAdapter.Update();I’ve tried running this after creating a new PO line but before saving the PO line and I’ve tried moving it ti after the PO line is saved.In both cases, the price does not change.I am also updating the PO line Override Price List checkbox, which is getting updated.Any ideas on what I am missing to change the PO lin

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4 months ago
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linseyNew Participant
asked in Kinetic & Epicor ERP

Moving from Fiscal year end to Calendar year end

Hello, Does anyone have any experience in shifting from a fiscal year end to a calendar year end?  Right now our Fiscal year is from May 1-April 30, and we started the new fiscal year in May.  So we need to do a year end close for May and then open a new calendar year for June-December.  Not sure how we do it seeing as we just closed 2023, and will be closing for 2024,and the going back and being open for June-December of 2023?Any help would be appreciated!!!

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4 months ago
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kskipperInspiring
asked in Kinetic & Epicor ERP

Does Epicor have any functionality to work with Third-Part Contractors

We engage two Third-Party Contractors to manufacture and ship product for us. They act as a direct branch of our company. Currently we are selecting/reserving parts for orders in FFWB and generating the Material Queue Reports for these companies and they are sending them back to use once the order has shipped.  Does Epicor have any functionality for a situation like this? Even and add-on? 

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4 months ago
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dale.lambdinNew Participant
asked in Kinetic & Epicor ERP

Gallon To Kilogram Conversion

Hello,We are trying to convert Gallons to Kilograms.  That is easy enough for water.  But we aren’t using selling or buying water.  We know we need to get Density into the calculation.  However, we are not having any luck figuring that into the conversion factor.  Is anyone else doing this type of conversion?  Or does anyone have possible suggestions on how to get Density figured into the conversion?Any help or direction would be appreciated.Thank you,Dale

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4 months ago
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pjacksonInspiring
posted in Kinetic & Epicor ERP

Shipping to Puerto Rico when using both Avalara and QuickShip

Out of the box, there is a conflict between Avalara/Avatax and QuickShip when shipping to Puerto Rico or Guam.Avalara requires that the country (or IsO Code) be USA or US.QuickShip (at least for UPS) requires that the ISO Code be PR for Puerto Rico.As of today, we have a solution that works with BOTH Avatax and Quickship.First, get things working with Avalara by following the instructions in the knowledge base article written by Duane Henle (KP 0126122 attached)Second, get things working for Quickship using Doug Taplin’s solution that I describe below. In short, one continues to use USA as country code (or ISO code) in Epicor (to work with Avalara rules per KB0126122 by Duane Henle), but use a BPM and Quickship Data Mapping so Quickship PackInfo.ShipToCountry receives “PR” as the country code. These are some more details of how I would implement it:In Epicor, create a BPM that populates a standard old fashioned UD field such as ShortChar01 with PR when it is shipping to Puerto Rico (th

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4 months ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

Add Existing BAQ as a Subquery

This may not be possible but I have to ask…  Is there a way to take an existing BAQ and add it to a new BAQ as a subquery?  I tried importing to a blank subquery but that did nothing.  The imported query does not even show in the subqueries table list.  It would save me hours to not have to recreate it from scratch.Thanks,-Todd C. 

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4 months ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Multip compenay Intercompany trading

Multi company - Intercompany trading.We are working to get this setup, for an old setup that was not working years ago.We have the transactions flowing between companies, PO to Sales Order. Shipment to receipt.But the finanicial side is not flowing.We entered ticket with Epicor and got the 200 page tech manual.It appears we have everything setup, but still not flowing.Anyone have experience with this? 

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4 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

Part Allocation Records After Shipment

Kinetic 22.1 I’m looking at PartAlloc records, and I see records that are Demand Type Order, with either a Picked quantity or a Picking quantity.  In one example I looked up, the order line has shipped complete.  I thought that would remove the PartAlloc record but it is still there, and I see no indication that it has been consumed.  Does Epicor mark these PartAlloc records in any way, once they’ve been consumed? Thank you,..Monty.Monty WilsonVice President – North AmericaEpicor Users GroupMonty.Wilson@EpicorUsers.org713-303-3268

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4 months ago
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Kevin MillerInspiring
asked in Kinetic & Epicor ERP

Kinetic allocation queue process

I tried to run the “Allocation Queue Process” which is supposed to automatically allocate sales orders.  I enabled this in the site config and created an allocation template, but it doesn’t work. Anyone have any success with this? 

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4 months ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Job Operation inspection plan

We have inspection plans and specifications on the revisioin method for some operations. We can stop using it on a few, so I removed the inspection plan and specification from the revision method, I approved it and checked the revision back in. The plan and specification are not longer on the method.When we get details for a job, the inspection plan and operation are populating and requiring us to process them.What step am I misssing?

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4 months ago
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pjacksonInspiring
posted in Kinetic & Epicor ERP

Support for Agile Manifest and Agile Connect

For my fellow users of Agile (Manifest or Connect), in case you have not heard:Your License for Agile should continue until your maintenance renewal date, at which time it will stop working (probably the next time you restart Agile or your PC).ShipDNA has been approached by Epicor to assume support for these products and can help you assess alternatives to Agile or Epicor’s QuickShip, for those  cases where QuickShip does not fit your business.Rick Gomez is the CEO and primary contact for ShipDNA (rick.gomez@shipdna.com)

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4 months ago
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MontyWilsonBrainy
posted in Kinetic & Epicor ERP

Application help from Kinetic home page

I’ve noticed, as of K22, the Application Help from E10 is now titled Classic User Interface Help and now that I’m using the Kinetic Home Page I have discovered how to access that content. When I attempted to access it online at https://help.epicor.com/erp/102700/enu/standard/snm_enu.htm?Version=3.2.700.0 it lands OK but when I click any content, I get the “Unable to Load Online Help” message saying it requires an active Epicor ERP session.  I happen to have one, but it’s not recognized unless it’s launched from within the application.  So THAT lil loophole’s been closed. But at the bottom of that error message is the suggestion to press F1 in the application, and that still works.  So from the Kinetic home page, if you’ll press F1, there’s the ole Classic UI help, as semi-searchable as ever, arranged nicely in parallel with the K22 menus, in addition to all the huge number of other help features! HTH...Monty.VP North AmericaEpicor Users Group 

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4 months ago
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melissahInspiring
asked in Kinetic & Epicor ERP

Kinetic - PPV on Raw materials Question

My Director of Finance came to me with a ‘finding’ from an audit around the recorded costs of raw materials.We have Raw Materials set to Lot\Avg costing.PO is created for $100. PO is received and then invoice comes in at $150.00, We do see the PUR-CST transaction for the difference but the Costs tab on the material Part is not updating. He is looking for the system to automatically update the lot or avg costs when these types of situations occur. To clarify, all cost seem to record on jobs correctly if material is Purchased Direct. It’s just they are looking for the value of the inventory to automatically update.Is this possible and where can I learn more about how to setup and test it out?Thanks for any direction you can provideMelissa

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4 months ago
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Michaela.HKnown Participant
asked in Kinetic & Epicor ERP

Auto Receive Intercompany Shipments

Does anyone have a BPM they use to automatically create receipts for intercompany shipments immediately after shipment that would be willing to share how they set it up? We worked with a consultant today because our finance department is dictating we can’t ship at the end of the month to our other entities because if the receival happens in the next month, the books don’t balance. That does not make very good business sense especially when transit time can be up to 5 days. The consultant told us one of the best practices she has seen was companies writing BPM’s that upon shipment, the intercompany receipt it immediately completed and received into a holding warehouse until the product gets to the location. I was hoping someone on here would be willing to share what they have done to get this to work. I am new to writing BPM’s and can’t wrap my head around how to get this written. I am assuming it would take some code that I do not know how to write. If its too big of an ask, we can alw

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4 months ago
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lwentzNew Participant
posted in Kinetic & Epicor ERP

Has Epicor removed functionality in Kinetic version 2023.1.3?

We upgraded  our QA environment to Kinetic version 2023.1.3 last night and it appears that Epicor has removed some functionality. I can no longer sort or filter on anything in the New PO Suggestions search screen that has a column header of name (which is a lot)It looks as though the Paste Update functionality has also gone missing with this version. Does anyone know if Epicor has any hidden features that I may be missing? I am really hoping Epicor did not remove functionality without having some kind of replacement or enhancement elsewhere.

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5 months ago
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jmesianoKnown Participant
posted in Kinetic & Epicor ERP

2023 RUG Cup - Final call for participation!

All,As the Insights conference nears, I wanted to put one final call out there for participation in this year’s RUG Cup contest.  If your regional group didn’t participate or you don’t belong to a regional group, now is your chance to submit an entry.You’ll find the general rules attached.Here’s the gist:Have you developed something using the standard Epicor toolset (ie: Dashboards, Customizations, REST integrations, etc.) that has improved your organization’s bottom line or quality of life?  This is your chance to share the experience with your fellow Epicor users.  Leading up to Insights, regional groups (RUG’s) participated in allowing their members to present their work to the group.  The group voted for the best submission.  The best submission then gets to present their work at Insights on 5/16, competing against the other group submissions.  1st prize is a RUG Cup trophy, $300 gift card, and bragging rights for the year.  2nd and 3rd runners up will receive a $100 gift card. If

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5 months ago
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

When Grids Turn Light Gray

Kinetic 22 and 10.2.700 with WinForms (classic) screens Has this happened to you?I’m clicking along in K22 or I’ve seen it happen on 10.2.700 as well, using my WinForms screens and getting things done.  I search for an order, customer, anything really, and pull in a search result, and most of the time it works normally but sometimes, maybe twice a day, all my Epicor screens turn a washed-out gray color, with the print only a slightly darker shade of gray than the background, causing everything to become hard to read.  I can close the screen, reopen it, to no avail.  Exiting the software and starting it again, brings me back to normal. When I’m in the broken, gray-on-gray state, if I select grid contents and Copy To Excel, even the resulting Excel sheet shows the light-gray print with a slightly lighter gray background.Have you seen this? Thanks,..Monty.

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mwilson
5 months ago
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rachhNew Participant
asked in Kinetic & Epicor ERP

Sales Order etnry

Hi. I was told that Line 1 from an order could never be deleted. So if I have an order of 100 items, but need to remove line 1 from the order (because the customer decides they no longer want that product), the only way is to void that entire order and start over with a new order? Is this really true? If so, could someone provide documentation to back that up? Thank you. Rachel 

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5 months 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)   

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5 months ago
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

DMT-Load Quick Search or Named Search?

K22.1.10 Can Quick Search records and Named Searches be DMT-loaded?  We’d like to develop in “Live” (eval) and migrate them to Pilot.Using Field Help, we can see that Quick Searches are stored in the QuickSearch table, but nowhere in the classic DMT menus do we see Quick Search as a table that can be loaded. Thanks,..Monty.

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mwilson
5 months ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Material lot number on customer packing list

We have a unique (at least I think it is) customer requirement. We need to put the material lot number used on the job on the customer packing slip.Anyone have any idea how we can accomplish this?

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mwilson
5 months ago
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