Kinetic & Epicor ERP

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

  • 927 Topics
  • 2,508 Replies

927 Topics

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mfoxx@pragmaticconsulting.comNew Participant
asked in Kinetic & Epicor ERP

Kinetic Payroll Remaining Bal Vac Sick Accurals and Auto 40 hours for salaried?

Hello,I have a client that is in the process of implementing Kinetic and wants to use the Payroll Module (not the HCM). The user guides and help screens leave out a ton of information. The epiusers forum is more technical than user oriented.I see the fields to enter the accrual rates for vacation and sick. I see the fields for “remaining balance” - this is a calculated field. It increased by the rate factor and decrease when the pay type “vac” or “sick” is entered on check entry.How do I enter the “remaining balance” at start up? No matter when the client goes live, there will be existing accrued vacation and sick time.Also, client does not want its’ salaried employees to enter 8 hours per day, 5 days per work for a normal work week. They are ok with the salaried employee entering for vacation or sick. How do I set up a default to 40 hours?ThanksMarsha

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8 months ago
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garybKnown Participant
asked in Kinetic & Epicor ERP

Error with WIPReport Report Definition

We have a couple custom report styles for the WIP Report.  Things were running fine for many, many months, and then suddenly when we tried to run the reports it gives an error:Program Ice.Services.Lib.RunTask raised an unexpected exception with the following message: RunTask:System.Web.Services.Protocols.SoapException: An error has occurred during report processing. ---> Microsoft.ReportingServices.ReportProcessing.ProcessingAbortedException: An error has occurred during report processing. ---> Microsoft.ReportingServices.ReportProcessing.ReportProcessingException: Query execution failed for dataset 'RptParameter'. ---> System.Data.SqlClient.SqlException: Invalid object name 'RptParameter_7609a185543d4930a32a86635fc24c6d'.Each time we try to run it, it looks for the same temporary table in the SSRS database instead of creating a new table each time.If I try to copy the WIPReport definition to a totally new definition, it still errors even if I don’t modify the definition.The s

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8 months ago
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VulcanParticipating Frequently
asked in Kinetic & Epicor ERP

Multiple subcontract operations in a row

Hi all,We have a significant amount of subcontract operations and we’re looking for a way to clean up/better manage these operations.What’s the best way to handle po creation and receipts when a job has multiple subcontract operations to different vendors in a row and each subcontract operation dropships to the next subcontract operation?Is there a way to link each subcontract operation where receiving the final subcontract operation receives/closes the prior ones?Is there a way to auto populate the ‘Ship To’ on the PO for the previous subcontract operation to be the ‘Ship To’ for the next subcontract operation?I’m assuming that a BPM with some custom code could handle these situations but if there’s an easier way to get these handled better, or something I’m missing, I’m here to listen.Any ideas or suggestions would be greatly appreciated.Thank you!

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8 months ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Grow for Kinetic-ERP for on prem

Has anyone heard of a released date for Grow for On-Prem?Does anyone know how we can find out or follow the progress?

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9 months ago
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infoInspiring
asked in Kinetic & Epicor ERP

Pop-Up List of Alternate Parts When On Hand Qty < Sale Order Qty?

We currently have a Method Directive BPM on SalesOrder.MasterUpdate that displays a warning message when the OrdDtl.OrdQty field of the changed row is greater than OrdDtlRow.AvailableQuantity.In other words, it pops up a message in front of the CSR’s when they are entering an order line to let them know if they have enough in stock to complete the order.The pop up message displays the OrderQty and the AvailableQty.It’s pretty helpful, but what we would like to be able to do is take it a step further and display BAQ data for all of the Alternate Parts, pertaining to the part on that SO line, and their On Hand Qty, so the CSR’s might be able to (quickly) suggest another part that is in stock to the customer.Does anyone know, A) if this is possible, and B) how it can be accomplished? C) If not possible, do you have any suggestions for something similar?Yes, I know I could create a dashboard with the BAQ and include a filter for PartNum, but I’m hoping to provide a point of entry solution

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9 months ago
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Anonymous
posted in Kinetic & Epicor ERP

The State of the Economy for US Manufacturers

We are hosting the following for Thought Leadership webinar for Manufacturers:The State of the Economy for US Manufacturers Date: Thursday, August 24th | 11 AM CT/12 PM ET Dr. Robert Eyler, Economist,  will provide a macroeconomic overview and a look at indicators from the manufacturing industry to provide an outlook toward 2025 for the industry.  The US economy is likely to have a tough couple of years: how will a slower economy affect manufacturing?   The recent debt ceiling debate and new agreement may change the trajectory of federal spending on repatriating and augmented semiconductor (and thus advanced manufacturing) in the United States.   Dr. Eyler will explain in what ways these changes, global supply chain issues, inflation, labor force concerns and rising wages, and commercial real estate markets may all affect manufacturing not only in 2024, but toward 2030.This is a non-sales webinar. No charge for Epicor User Group members.REGISTER HERE 

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9 months ago
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dfortson
posted in Kinetic & Epicor ERP

Epicor HCM 2023.1 Demo

Epicor posted a demo for Epicor HCM 2023.1!On EpicWeb go to the HCM Documentation Library/Release: 2023.1/Feature Summary Epicor HCM 2023.1 Demo--Watch this 30-minute video on the Epicor HCM 2023.1 release, recorded by our HCM Development team, and learn about the issues fixed and new enhancements.

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9 months 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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9 months ago
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glenn.owersBrainy
asked in Kinetic & Epicor ERP

Job Tracker Serial Number Retrieval - Where does data come from?

We have manufacturing jobs that spawn what we call “R” jobs, which we use to track Non-Conformance issues with our manufacturing process.I’m trying to create a BAQ to identify how many times a manufactured item (we use serial number tracking of all manufactured items), has been sent to a “R” job.  When I pull up an “R” job via Job Tracker, I can see the serial number of manufactured item listed under the Serial Numbers tab.My question is; Where does the information displayed on the Serial Numbers tab of Job Tracker come from?  If I can find the source of this data, I think I can create my BAQ to display the information I am looking to capture.Job Tracker Screen:Job number is R3189, and s/n 1534 was the material to the job and the output of the jobSerial Number Tracker:Current job number is 323210, but I need to know that s/n 1534 actually went to job R3189 to fix a non-conformance issue.Any assistance with identifying how Job Tracker is able to display the associated serial number with

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

Cancelling Epicor Maintenance

We have recently upgraded from Epicor 10.1 to Kinetic 2022 and our Software maintenance is due for renewal later this year.With ever increasing costs of Epicor's maintenance contract, we are under pressure from finance NOT to renew the maintenance contract going forward.We have already negotiated with Epicor what is the cheapest we could drop down to, including dropping modules that we do not use or are not business critical but the pricing is still prohibitive.Does anyone have any experience of using Epicor WITHOUT an active Maintenance and Support agreement?The thought is that for general applications help we can reach out to consultant subcontractors, but if we do experience a "business critical" issue, are there any options out there for ad-hoc support (paid hourly)?  Like for things that we may need a data patch for?We are currently being told that Epicor do not offer this without a maintenance contract and that other partners will also be the same?  Does anyone know if this is th

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djo
9 months ago
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katiKnown Participant
asked in Kinetic & Epicor ERP

Inventory Management - Point of Use Default Bin

Is there a way to designate a primary bin for backflushing materials off of a job (at point of use), separate from the primary bin that is designated to receive product into the warehouse for storage?   

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9 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

GL Account Current Balance

K22.1 Multi-company, multi-plant, fiscal year not aligned with calendar year In a BAQ, given a GL account number, I need to find the current account balance.  I’ve been searching; does anyone have a short cut?  It appears to me that a nice decimal number in a table entry for the account, does not exist. Thanks,..Monty.

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9 months ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Tracking supplier deliver

When an item is late, we would like to attach a reason, and comments.Is anyone doing this inside of Kinetic-ERP.We looked around and thought it would be great to use the memo process if related to the receipt header/dtl but it is note. Another idea is to use a UD table auto populat when a receipt is late, then add comments.Thoughts anyone?

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9 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

What Makes PO Suggestions Not Be Deleted By Regenerative?

K22.1 Multi-company, multi-plant.We run Generate PO Suggestions on a schedule, regenerative.  But we notice there are ten records in SugPoDtl that are still there with create dates in the past, some of them months ago. What can make a PO suggestion record stick around and NOT be deleted by the next Generate PO Suggestions run? Thanks!……...Monty.

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2 months ago
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infoInspiring
asked in Kinetic & Epicor ERP

Way to Get Around CC Error? Exp. Month and Exp. Year must be in the current month or in the future.

Kinetic 2023 Cloud w/ ECC Magento Website and we do not use Epicor’s Payment module.We had an online customer place an order at the end of June and their cc expired in June. Their order was paid for (authorized and captured) at point of sale and settled at close of business that day.Now that we have the goods in stock, and it is July, we want to ship the order, but it is on order hold. We cannot take the order off of order hold because we get the error: “Exp. Month and Exp. Year must be in the current month or in the future.”We cannot edit the expiration date of the card (or any info on that tab).Long story short, we need to process and ship this order and can’t.Does anyone have any suggestions? We already have a ticket in with support, but it’s not going very well.

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

Kinetic login - default to Classic

 Is there a way to default the Kinetic login to “Classic” on the below splashscreen?We have found a way through the config to set it so that it always open as Classic (without an option to select the style), but ideally we want to give users the choice but default to Classic as used by most users?  

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10 months ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

What is Epicor-side Validation for CADLink

Originally posted under Ancillary Products.We are using CADLink to push BOMs from SolidWorks to Epicor.  Mostly it works fine but lately when adding a part to SolidWorks it fails to come into Epicor for the one part, leaving unapproved part revs to be used in Epicor.  QBuild says we need to adjust or “reevaluate the validity” of the Epicor-side validation.  Something we’ve never had to do, don’t know where to begin, and whether this is something QBuild is supposed to handle.  Nothing has changed at our end and single parts just stopped coming over to Epicor.Any ideas where to begin trying to resolve this?Thanks,-Todd C.

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10 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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CraigFankNew Participant
asked in Kinetic & Epicor ERP

Dashboard with Updating BAQ Report Data

Hello!(I am currently running ERP9 and Crystal 11)I am having a bit of trouble with a project at the moment.This is what I would like to do:I have a BAQ Report that I would like to display on a monitor. Ideally, I do not want to have to touch this monitor in anyway. I want the report to run at night to refresh the data it is showing. I have created a BAQ and a BAQ Report, which seems to be working fine, and even scheduled my report to run everyday.This provides me with the correct data, but it is odd how the crystal report appears on screen and I think I would rather do it through a dashboard.So, I created a dashboard to display my BAQ Report. The problem with this is it seems the dashboard is only displaying the sample XML data I used to create the report, and is not updating the data when generated. So my questions are as follows:How can I have my dashboard update with the correct (current) information?How can I have have my dashboard refresh itself automatically once a day?And, if p

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10 months ago
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MTPPInspiring
asked in Kinetic & Epicor ERP

Data Collection: How do you track labor when system maintenance is happening?

We are struggling with finding time for IT to do system maintenance. We have not been able to find a good window where one shift or another is not scheduled to work. We have concluded that we will need to have people track their labor activitieson paper and then upload via DMT.  We have been told that even if Data Collection is on another server people will still be bumped off when SQL server maintenance is done. I am curious as to how other businesses manage this?

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fred
10 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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10 months ago
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kskipperInspiring
asked in Kinetic & Epicor ERP

Kinetic (cloud) - display memo when entering CustID on Sales Order

In our 10.1.400 environment we have a customization in place that pops a window displaying the memos for the customer when we enter the CUSTID on the Sales Order Entry screen.We are working toward migrating to Kinetic/cloud. I understand that the preferred interface is the browser interface so I’m testing that. This customization doesn’t work in the browser interface (it works in the client). Is it possible to do this in Application Studio?

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10 months ago
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mstegnjaic@abatement.caNew Participant
asked in Kinetic & Epicor ERP

Purchase Advisor Site Filter

Hello everyone, I’ve been at my company for about a year and a half now and one of my co-workers brought up that Purchase Advisor used to display information for ALL sites. I haven’t been able to find anything about the PA having multiple sites displayed and some of the fields look to be calculated in the back end by Epicor.  I was just wondering if the purchase advisor did in fact have that site filter and if it would be possible to add some sort of customization to create that site filter?

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10 months ago
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mwattersonParticipating Frequently
asked in Kinetic & Epicor ERP

Cross Company Stock On Hand Report

Hi, Has anyone here developed a BAQ dashboard that shows On Hand Qty of all parts or even a searched part number across different companies with Epicor.Our ERP setup has 3 companies, (USA, UK, Canada) our users want to be able to look at a dashbaord and filter or search for a part to see what the other 2 companies have on hand of that part.This is for our aftermarket, if a customer needs a part and the USA team have 0 on hand the can easily look at this report to see if Canada or UK have the part on Hand.Thanks in advanceMal

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10 months ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

memo functionality

Not all entry screens have the memo functionality, understandably.However, is there a way to add this to a table.Example. we would like to add a memo / memo category to receipt entry / receipt tracker. For the purpose of catgorizing PO delivery lateness. Or does anyone have a suggestion on how to manage. I other thought is to use a UD table. Thank you 

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10 months ago
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