Kinetic & Epicor ERP

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

  • 922 Topics
  • 2,484 Replies

922 Topics

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Luke RogersKnown Participant
asked in Kinetic & Epicor ERP

Sales Territories by Post Codes

Hi All, We are currently implementing Epicor Kinetic. I have setup Territories per region and then boundaries by post code. I do not want a territory linked to a sales person as the sales reps are customer based and not by territory. I was of the impression that when you then pressed the “get territory” button on a Sales Order/Quote it would apply the correct territory based on the post code for that customer. Its not working though and is only pulling the default CRM assigned territory in company config. I have had a case open with Epicor to say its not working and they have been about as helpful as a chocolate tea pot to be honest. They have said its working correctly and it only works by pulling the default from CRM. They have suggested just logging an Epicor Idea for an “improvement” Surely this is a bug? Has anyone else come across this or got it to work as it should?I cant see the purpose of having a big “Get Territory” button if it has no purpose apart from pulling the default t

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6 months ago
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jdroweParticipating Frequently
asked in Kinetic & Epicor ERP

Creating a commercial invoice with items from multiple plants

We are still a bit new to Epicor processes, and are looking to see what other users have used if they have items from multiple plants on a sales order, and then wanting to pick which items are going on the invoice.How are people doing this?Thanks in advance for any insight or recommendations.

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6 months ago
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Michele HarhutCommunity Manager
posted in Kinetic & Epicor ERP

Mexico Regional Group Meeting - Thursday, October 12th, 2023

Join Epicor Users Group for the first time in Mexico! Join us on Thursday, October 12 at the Epicor Monterrey offices for this day full of learning and networking where you'll hear live what Epicor experts have in store for you.Agenda:8:30 a.m. – 9:00 a.m. – Registration, Networking9:00 a.m. – 9:30 a.m. – Welcome and presentation – Antonio Lopez, Epicor9:30 a.m. – 9:45 a.m. – EUG Member Presentation – Robert Rodriguez, EUG9:45 a.m. – 10:45 a.m. – Data as assets and enterprise AI – Ivan Rebolledo, TCP10:45 a.m. – 11:00 a.m. – Break11:00 a.m. – 12:00 p.m. – Solving the dilemma between integration and customization – Fidel Yanez, AUROS12:00 p.m. – 1:00 p.m. – Lunch, Networking1:00 p.m. – 2:00 p.m. – Best practices in manufacturing cost calculation.2:00 p.m. – 3:00 p.m. – What's New in Epicor 2023.1 – Ruben Leal, Epicor SE Manager3:00 p.m. – 3:30 p.m. – Closing, Call for volunteers to the user group, choice of dates for the 2024 meetingDate: Thursday, October 12, 2023Location: Epicor Offic

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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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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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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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7 months ago
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nina.richard@timberhp.comNew Participant
asked in Kinetic & Epicor ERP

Create BOL from Order Entry

Currently, to create a BOL we have to manually add the customer id, the ship to id and the order number into the BOL screen to populate our custom form.One problem we’ve found is that if we add a one-time ship-to to our order, it does not populate to the BOL. We do not save most of our OTST addresses because they are one-time use.My thought is to add a button to the Order Entry screen to take all the information necessary from that screen and populate the custom BOL document. We cannot add it to the shipment screen as the BOL is created before the shipment to send to the carrier to order the truck and the PCID’s are not assigned until the truck arrives.Has anyone done this or have any tips on accomplishing this? Thank you. Nina

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7 months ago
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DwilesNew Participant
asked in Kinetic & Epicor ERP

Where is the Purchase Order Comments section in 2023.1?

 I am testing Kinetic 2023.1 for our upcoming upgrade and can’t find a Comments section in the Purchase Order when in the browser.  I’m sure I missed something obvious but, Google is not helping me today. I see it in the Header tab and Line Tab in Classic view but not in Kinetic. 

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7 months ago
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melissahInspiring
asked in Kinetic & Epicor ERP

STRING_SPLIT error when trying to print a PO for international supplier

Last week we had an issue where we could not get a PO to print for a supplier. Turns out it was for a new ship to that is in Canada. When I looked at System Monitor the error referenced a STRING_SPLIT error.Contacted Epicor and googled it and got a recommendation to up our compatibility level on the SQL Server 2017 to the 140 level from the 120 level I had it set on. Great PO and Subcontract Pack Slip now printed.However, there were some SSRS custom reports that started taking 3-5 minutes to render where they had been seconds. Not all reports, just some. And when those were running the SQL Server CPU pegged out at 100%. Not good. I contacted Epicor again, since they assured me that upping that level would not affect anything else in our system. I put compatibility back at 120 since the Intern’l supplier POs will be few and far between so I’ll just work around it. But now there is a dashboard that shows a “Bad SQL Statement - See Logs” error. When I review the logs, it shows that same S

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7 months ago
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AustinNew Participant
posted in Kinetic & Epicor ERP

False Raw Material Part Numbers created during quote Entry

Hello, An ongoing problem that I have been running into is that sometimes our personnel who enter quotes will “create” their own part numbers. They are not actual part numbers that exist in the part master. The problem is that this is an allowed action that, as far as I know, isn’t something that can be disabled.To summarize a long story, this quote turns into a job which creates a record. I am ordering material after the job is created. This is resulting in unit of measurement conflicts at the purchase order level (I need to order in LBS but we record our material in Inches). If I try to turn the part number that was created at quotation into an actual part number, I am not able to change the unit of measurement class. This is the main issue. My solution as of now is to slightly alter the part number by adding a 0 or some other value so I can add a part number with the correct unit of measurement class. Then, I need to go into the job and change the raw material part # in there as wel

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7 months ago
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jdowneyNew Participant
asked in Kinetic & Epicor ERP

How do I configure E10 for Kerberos after disabling NTLM across our domain?

We have disabled NTLM across our entire domain and now E10 will not launch from any client / server that is configured to use Single Sign On with your windows cached credential.How do I configure the app server to support kerberos?How do i force the clients to use kerberos?Please help ASAP!

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7 months ago
amy.thompson
amy.thompsonNew Participant
asked in Kinetic & Epicor ERP

OData Connection / PowerBi / live data (SaaS)

Looking to see how others are providing live data to users? We are on SaaS, not sure if that makes a difference. Currently, we are using OData connected to live and/or a PowerBI connection to a replicated database.We have some concerns about OData because it hits our live database and is setup with a single account that we have to remote into the computer to enter credentials. Plus, we are unable to track what reports are connected to Epicor through OData. Are there ways we can track what is connected to Epicor via OData? Does OData need a security manager level user account? Should we look into Access Scope? The OData user account got locked out during our upgrade and we are unable to determine why.   Thank you,Amy

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amy.thompson
7 months ago
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MontyWilsonBrainy
posted in Kinetic & Epicor ERP

Input String Was Not In A Correct Format (UserCodes or UDCodes) Autonumbering

If you’re working with UserCodes (also called UDCodes) and you’re getting the “input string was not in a correct format” when you explicitly specify the Code ID field, make sure your UD Code Type is not set to autonumber. Autonumbering is a great feature as far as it goes, but if you change your mind and start putting alphanumeric code IDs in the database, the next time you try to create a UDCodes record, Epicor attempts to auto-number and throws the error when it assumes purely numeric Code IDs are in use.HTHMonty.

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7 months ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

Material Request Queue

We are cleaning up some unclosed Sales Orders from several years ago but when trying to close the orders get the message about their being referenced by at least one material queue.  I have looked all over for the dashboard for the Material Request Queue but can’t find a menu item for Advanced Materials Management (licensed) except under Data Collection and that one has no General Operations sub-menu.This is for Kinetic 2021.2.9 - Any idea where I can delete items from the queue?Thanks,-Todd C.

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7 months ago
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DbaldassarreNew Participant
asked in Kinetic & Epicor ERP

Does anyone have a 9/80 work schedule?

We would like to allow our non-exempt (and exempt) employees to use a 9/80 work schedule.  Does anyone else have this, and if so, how can I set up in EPICOR?  Note: we use the MES and regular timekeeping system hours for external payroll reporting as well.In order for a 9/80 to work for hourly employees, the pay period has to end mid-day on Friday.Employees work this 2 week schedule: 

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7 months ago
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BManninNew Participant
asked in Kinetic & Epicor ERP

AP currency conversion invoice question

I created an AP invoice and payment on a manual ACH in BPS.  The bank provides a confirmation sheet, which I used to create the manual ACH payment.  The bank statement came at the end of the week and the total deducted from our account was a totally different amount (less than invoice), due to currency conversion.  I cannot “void” an ACH payment.  I cannot adjust the invoice, after the payment has posted. There is no write-off function in AP, such as in AR where they are able to write off bank transaction fees, etc.  Has this happened to anyone else?  Any ideas how I can resolve my problem?

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7 months 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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7 months ago
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abutterKnown Participant
asked in Kinetic & Epicor ERP

Dynamic MOH levels

Hello, Is it possible to provide Epicor with a certain numbers of parameters and have it re-calculate your MOH levels? I am looking into the possibility of automating this process. Thanks,Arno

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

New Kinetic Epicor Implementation - Shipment Process

Hi Guys,Was looking for a bit of help/advice please - we are currently going through implementing Kinetic and are around 8 months into the implementation process (we are not far off POC)One issue we are having or finding is the shipment process in the system.We have 1000s of manufactured and purchased products and every we make is bespoke to customer design. We also stock so orders that are ready to be shipped aren’t always dispatched straight away.Currently we keep a google sheet document that is a visual transport board for the entire company. Sales administrators dictate what goes on the board and when its going out. Its a mixture of customer shipments (identified via sales order numbers) customer collections (from us) supplier Collections (collect from them via hired transport) and a few others. Day to day view listed by customer and then the orders going out for that customer.Transport use this board to forward plan loads. Its also a visual aid for sales to see when the orders hav

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calvind
8 months ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

Three-way Matching

Before I jump into creating a dashboard I wanted to see what others are doing for automating matching of invoices to PO as well as matching item receipts to payments.  I have never seen a built-in capability in Epicor but a BAQ & Dashboard should not be too hard.Thanks,-Todd C.

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

Has then 8/11/23 2023.1.10 Epicor Upgrade affected anyone else's Security Groups?

Hello,After the 2023.1.10 upgrade, all our security Groups are gone.  Has anyone else seen a similar issue on this upgrade or any previous upgrades? 

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8 months ago
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rbenton
asked in Kinetic & Epicor ERP

BAQ split multiple emails

How to split multiple e-mails in one record into separate lines?We are creating a query based on these tables. Customer Table EMailAddress NotifyEMail (there can be  multiple emails in one record.  I believe they are separated by semicolon;) CustUPSEmail Table EmailAddress (there can be multiple records, or none, related to a customer) ShipTo Table EMailAddress NotifyEMail (there can be  multiple emails in one record.  I believe they are separated by semicolon;) ShipToUPSEml Table EmailAddress (there can be multiple records, or none, related to a customer)

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8 months ago
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Daniel CollarParticipating Frequently
posted in Kinetic & Epicor ERP

Epicor Advanced Requisitions (ARM) Release Guide

I saw the latest release guide was published last week for the Epicor Advanced Requisition Management (ARM) module, with most features being driven by the Epicor ARM user community. (attached)   

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8 months ago
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swilsonKnown Participant
asked in Kinetic & Epicor ERP

Earned hours calculation

Does anyone understand how the earned hours are calculated in job details? I have a scenario where 3 SKUs are produced at the same time so the crew size is .33. It appears that the earned hours and earned cost ignore this crew size. If they standard is 100 per hour for each part and they produce 100 of each it calculates earned hours as 3 hours. It looks like I would need to triple my standard rate to have it calculate one earned hour. I also think it uses this same calculation to determine resource group efficiencies. Thanks for your help.

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8 months ago
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