Kinetic & Epicor ERP

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

  • 926 Topics
  • 2,506 Replies

926 Topics

K
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?

1
A
9 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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9 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

5
M
9 months ago
M
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?

8
fred
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

4
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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

1
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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?

1
R
10 months ago
M
MTPPInspiring
asked in Kinetic & Epicor ERP

How to define a shift for specific days?

I’ve read alot of the articles here as well as parts of the Epicor Scheduling Tecnical reference Guide. I kind of feel like there is not a good answer to my question but heres my story.We created a dashboard that is modelled on the Shop Tracker but it is a historical record of Who’s Here, Who’s Not Here, and added Who’s Late, Who Left Early, Who’s out >35 minutes, Who Worked Overtime. We are required to track and report the number of lates, left earlies and ovetime.We have a variety of shifts. Most are 4 days x 10 Hours but some are 3 day x 12 hours, 5 days x 8 hours and even one that is 2 days x 10 hours.One of the things that supervisors are complaining about with using the dashboard is that when an employee on a 4x10 shift is asked to work overtime on the 5th work day, they can come in at any time. Say the shift starts at 6:00 AM but because this employee is coming in on his day off he can come in at 8:00 AM. Because shifts do not have specific days these employees always show up

4
G
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 

2
G
10 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

Fulfillment Workbench: Reduced Quantity

K2022.1It appears that Fulfillment Workbench only allows an “all or nothing” approach to order line fulfillment.  Sometimes we want to ship a line as partial, and would like to reduce the picking quantity to match what we actually found in the bin, and unreserve/unallocate (actually unpick) the remainder. Has anyone found a way?

4
K
10 months ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Custom button on MES

We added a custom button to MES, works fine, however locks the MES screen, cannot move it or open anything else.Is this functionality per design or did we miss a setting somewhere?Kinetic-ERP 2022.2.12, on prem

1
M
10 months ago
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steveKnown Participant
asked in Kinetic & Epicor ERP

Company legal branch set up

Does anyone have Kinetic companies set up for legal branches? If so, are you willing to have a conversation to share config solutions please?

0
S
10 months ago
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MontyWilsonBrainy
posted in Kinetic & Epicor ERP

uBAQ Transaction Scope Erroring Out Due To No .NET 6

If you have a BPM which includes CreateDefaultTransactionScope(), and you’re running Kinetic 2022.1.1 or after, you may see this error:The type 'TransactionScope' is defined in an assembly that is not referenced. You must add a reference to assembly 'System.Transactions.Local'Then when you dutifully click Assembly References, you’ll find there’s no such thing as the one Epicor is telling you to add!  It turns out you can just download the .NET 6 runtime, install it, restart Kinetic, and you’re back to developing!HTH...Monty.

1
calvind
10 months ago
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dgee@phoenixforge.comNew Participant
asked in Kinetic & Epicor ERP

EDI using Demand Management in Kinetic

Has anyone been able to figure out how we can put EDI orders through Demand without it keeping history or triggering scheduling?  Since we do not use contracts for hand-entered sales orders, we do not want EDI orders to use contracts either.  Has anyone been able to see if there is some way to skip that part and just have the EDI order be a regular sales order?

4
D
10 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

Unpick Sales Order: Avail Qty Stuck At Zero?

K22.1We need to reduce picked quantities of some items in the PartAlloc table. This happens when an inventory error occurs and we ship-partial an order line, and yes we are investigating root causes of why the inventory count was in error.The issues are two: (1) Fulfillment Workbench doesn’t seem to have any facility to reduce picking quantities below those numbers in the O/L/R. And (2) the one I’m asking about today, in Unpick Sales Order (in the AMM menu) the Avail Qty seems to be zero even when we have plenty of stock on hand, and I can clearly see picking quantities exist in the PartAlloc table.Has anyone dealt with this issue, or have any idea why my Avail Qty in Unpick Sales Order would be stuck at zero? It errors-out and won’t let me unpick if I try to enter a value anyway.Thanks…Monty.

2
M
10 months ago
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VulcanParticipating Frequently
asked in Kinetic & Epicor ERP

Quote is missing from DMT

Any ideas on what I should check for to make the Quote menu show up under Sales in DMT? I’m a security manager and that’s the only menu item missing. I tried the manager account, creating a fresh account, a fresh security manager account, various menu permissions, and a whole lot more. I can access it on our Test environment, albeit that’s a couple months outdated, but when I go to run a DMT on Live, Quote is missing. I compared Live to Test and all of the spots I checked are identical. I’m stumped.

7
V
10 months ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Intercompnay purchase order unit price

I am not finding a way to update/change the unit price on an intercompany PO. Working in Kinetic 2022.2.12.I am looked through the screens, and reading some instruction.Is there a way to suggest a price change, or is it only at the Incoming PO suggestion stage if pricing not right, reject it for incorrect pricing? 

2
D
10 months ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

Kinetic 2023.1.5 - BAQ Designer

Over the weekend we were upgraded (Cloud) to 2023.1.5 and now I can’t run BAQ in Classic mode.  It attempts to open in a Kinetic window and then shuts down and goes away.  I can run BAQ if I select Modern or Kinetic mode but it is really hard to navigate, like all of Kinetic.  Before I ask Epicor Support, anyone know of a way to run BAQ in Classic mode?Thanks,-Todd C.

2
T
10 months ago
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apaullusNew Participant
asked in Kinetic & Epicor ERP

Stop Ship - How To Easily Put A Hold On A Part To Prevent Shipment

Hello, We have a stop-ship directive process that occasionally necessitates a stop-ship situation.  Often times it may be a design change is needed to solve a customer problem and we want to prevent shipments (ideally with just a few clicks of the button) of the part until a new revision is created and released. To clarify, this does not mean we want to stop taking sales orders for the product, just simply prevent it from being processed on sales orders going out the door until the stop ship is lifted. Does anyone know of a functionality to accommodate this?

3
M
10 months ago
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doug.harveyKnown Participant
asked in Kinetic & Epicor ERP

Show/hide UOM on Sales Order

I’m trying to hide UOM’s from salespeople. To be clear I only track our inventory and sales UOM. I don’t want to track any other UOM’s. Here are some examples:We purchase a part in Meters and sell it in Yards. I don’t want sales to see the Meters UOM and choose it either purposefully or by accident. I have a Count UOM Class. Some parts in that class are sold by Dozen, others by Case and others by Gross. I don’t salespeople to select Gross on parts that are sold by the case.There is the option to show/hide the UOM on the web but not on the sales screen.

1
M
10 months ago
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nico.koster@kadant.comNew Participant
asked in Kinetic & Epicor ERP

Package code with multiple internal parts

If I want to add two internal parts (box and pallet) to a package code the system (Kinetic) overrides the first entered part when I add the second. Is this a bug or is it not possible to attach two parts on one package code.

0
N
10 months ago
J
Jack.PennypackerInspiring
asked in Kinetic & Epicor ERP

BPM question

We are looking to make a change in our purchasing process.   We want the system to check to make sure there is set Standard Cost for an inventory part, before the system will allow the PO to be Approved.Not sure what all would have to be done, but wondering if anyone has done something like this and would share what they have done.   Any guidance or suggestion would be appreciated.  

3
tshoemaker
10 months ago
L
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. 

0
L
10 months ago
H
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?

0
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10 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. 

1
H
10 months ago
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