Replies posted by slepley

158 Replies

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saugustineParticipating Frequently
asked in Americas - Wisconsin

How to Manage Part Lifecycle - Obsolete Parts

Hi @saugustine I would recommend exactly what Trudie recommended plus use the same Part Alternates functionality for your part upgrades.  Just add your part and specify an alternate type of “Substitute” with a substitution type of “Upgrade”.  You can even specify downgrades in the same way, if you have alternative parts with lesser functionalities but lower prices that you may want to offer customers who are more “cost-conscious”.  Lastly, you can even specify complementary parts that you may want your sales/order entry personnel to offer to the customer when certain parts are being ordered.  Btw, since you are already using notes/comments, you may want to consider moving some of that information to the alternate part comments field.  Good luck!Regards,

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slepley
9 months ago
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cmcintyre@getman.comNew Participant
asked in Americas - Mountain West - MT, NV, UT

Different Tax Liability by County for Same Customer

Just happen to be attending an Avalara webinar (Unpacking economic nexus: Its impact 5 years later) right now and links to the following resource pages are provided.  Anyone can view these resources, i.e. you don’t need to be an Avalara customer!Sales tax nexus resourcesTaxable transactions and exempt sales

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T
9 months ago
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cmcintyre@getman.comNew Participant
asked in Americas - Mountain West - MT, NV, UT

Different Tax Liability by County for Same Customer

I know a lot of people in this forum use Avalara, but we have very few customers that need to be taxed and this is the first customer we have with different tax by county. Most of our customers are tax exempt. I cannot help you with the configuration that you need in Epicor because we are one of those companies that uses Epicor Tax Connect and Avalara just determines exactly which taxes and rates are applicable for the ship-to location.  Aside from that, I hope that you know that you may have economic nexus, and therefore registering and reporting requirements, with states which have thresholds based on gross sales rather than just taxable sales. For those states, even though you may not need to collect sales tax from most of your customers due to their exemptions, you may still need to report those tax-exempt sales along with taxable sales.

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9 months ago
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Sergio CuellarNew Participant
asked in Americas - Michigan, Indiana

Need solution for Avalara AvaTax TLS 1.2 requirement for Tax Connect in E9

@Sergio Cuellar , @brian_delahaut@mkdiamond.com Have either of you seen the following EpicCare KB article?  Check it out if you haven’t seen it already.Epicor Tax Connect - Connections to Avalara's AvaTax Service to Require TLS 1.2 (KB0119524)Regards,

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slepley
10 months ago
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VulcanParticipating Frequently
asked in Kinetic & Epicor ERP

Quote is missing from DMT

Not sure what you mean by “only Global is listed”.How many territories do you have?  Does each have a primary salesperson?  If so, have you made yourself an authorized user of that salesperson?  If not, have you added your own work force ID as an additional (non-primary) salesperson?

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10 months ago
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VulcanParticipating Frequently
asked in Kinetic & Epicor ERP

Quote is missing from DMT

Are you using CRM security, i.e. have you enabled limits on viewing territories?

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V
10 months ago
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kskipperInspiring
asked in Kinetic & Epicor ERP

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

In that case, why don’t you just make them a supplier and place purchase orders with them that specify drop-shipping to your customers?  What are we missing here?

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D
11 months ago
fred
fredGenius
posted in Americas - Midwest - IL, KS, ND, NE, SD

EMUG Call for Topics for June 15 VIRTUAL meeting

Sounds like it might be the latest iteration of a “System Customizations Tracker” created years ago by Doug Kros, an Epicor SE.  Will definitely look for it when we have Kinetic up and running.  Thanks.

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slepley
11 months ago
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kskipperInspiring
asked in Kinetic & Epicor ERP

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

Hi Karen,Have you explored subcontract operations and subcontract shipment entry?Regards,

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11 months ago
fred
fredGenius
posted in Americas - Midwest - IL, KS, ND, NE, SD

EMUG Call for Topics for June 15 VIRTUAL meeting

@sue.lowden Thank you for the feedback, Sue, and sorry for the delayed reply!  We are on-premise.  We have significant customizations (the primary one being a home-grown interface between Customer Shipment Entry and shipper systems) including customized screen forms and SSRS reports.We currently have a virtual environment for our Production, Pilot and Test environments and corresponding SQL servers, where Production and Pilot run on the same VM connected to a production SQL VM and Test runs on a separate VM connected to a test SQL VM.We are considering a revamping of our virtual environment, where we would create two new VM’s serving as both application server and SQL server, one for production Kinetic and one for testing Kinetic, with completely new installations for Windows Server, SQL Server and Kinetic 2022/2023, instead of upgrades to the existing VMS.  Does that seem like a good approach to you or would you advise against that?What is the Configuration Upgrade Dashboard?

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slepley
11 months ago
slepley
slepleyGenius
asked in Americas - Eastern PA

Has anyone in our group upgraded from 10.2.anything to Kinetic 2022.x?

@MontyWilson  @tshoemaker Thank you, Tim and Monty, for the feedback.  Tim, were you referring to the following webinars?  If not, could you point me to the webinars that you meant?https://www.epicor.com/en-us/resources/events/customers/browser-ux-enhancements-kinetic/https://www.epicor.com/en-us/resources/events/customers/kinetic-browser-ux-enhancements-financials/Regards,

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slepley
11 months ago
slepley
slepleyGenius
asked in Americas - Eastern PA

Has anyone in our group upgraded from 10.2.anything to Kinetic 2022.x?

@tshoemaker Thanks, Tim.  Could you please provide links to the webinars or advise where to find them?Regards,

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slepley
11 months ago
slepley
slepleyGenius
asked in Americas - Eastern PA

Has anyone in our group upgraded from 10.2.anything to Kinetic 2022.x?

@jpmahala and @johnh Thanks for your replies back in March.  We have finally resolved a SQL Server licensing issue with Epicor and now are revitalizing our plan to upgrade to Kinetic.  We probably will land on K2022.2 but have not ruled out upgrading to K2023.1, if we see some new or improved functionality in the latter that would sway us to go that far.  In the last two months, have either of you discovered any significant issues with your K2022 environments?Regards,

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slepley
11 months ago
bfruit
bfruitKnown Participant
posted in Americas - Western PA & Southeast Ohio

Combined Western/Eastern PA group meeting Fall 2023

Hi Byron,I would, but you already knew that!  Just keeping the conversation going!Regards,

5
djo
7 months ago
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Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

Help on a BAQ to get the Total QTY received on an Open PO by part number.

FWIW, that BAQ is designed to be the equivalent of the standard Open Purchase Orders report, with some additional fields to add pertinent information regarding part demand and part availability.

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slepley
1 year ago
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Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

Help on a BAQ to get the Total QTY received on an Open PO by part number.

Hello @Jack.Pennypacker.  I have done this and I am attaching the BAQ that we currently use.  I did not use a sub-query for the total received against the PO’s because the analysis is done at the PO release level.  You will want to look for the calculated field “RemBal”.  The BAQ has an optional parameter only for Supplier ID, but you could easily add a similar one for Product Group, or just use the standard filtering after the query executes.Hope this helps.  I can upload the dashboard, too, if you want it.Regards,

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slepley
1 year ago
fred
fredGenius
posted in Americas - Midwest - IL, KS, ND, NE, SD

EMUG Call for Topics for June 15 VIRTUAL meeting

I already submitted the following directly, but I thought that I could post it here, too, in hopes of getting some feedback now.We are currently using ERP 10.2.200.40 with SQL Server 2012 Standard, but have just started to plan for upgrading to Kinetic 2022.2 (2023.1?) and SQL Server 2022 Standard (Enterprise?).  Any topic/discussion that addresses issues that we are likely to encounter when making those leaps would certainly be helpful to us, and so would any feedback that anyone would be willing to offer right now.Regards,

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slepley
11 months ago
tshoemaker
tshoemakerInspiring
posted in Kinetic & Epicor ERP

Epicor ideas

@tshoemaker Thank you, Tim, for the clarifications!

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slepley
1 year ago
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iankInspiring
asked in Kinetic & Epicor ERP

EUG Website Webinar page

Interesting… reloading the page was working for me every time I tried that, but now it isn’t working.  Which browser are you using?Try the following link to jump directly to the Harmoni webinar…https://www.epicorusers.org/webinars/?vimeography_gallery=27&vimeography_video=772112316 

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mwilson
1 year ago
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iankInspiring
asked in Kinetic & Epicor ERP

EUG Website Webinar page

Yes, I understand that, but I believe it must be because the recording of the “Effortlessly Integrate Your Machines With Epicor Using Harmoni” webinar conducted last Wednesday is set up for auto-play as soon as anyone connects to the webinars page.  I wanted to know which webinar Ian was trying to review in order to provide a URL specifically for that video.  In any case, as soon as you connect to the webinars page, try immediately refreshing the page.  For me, that stops the audio.

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mwilson
1 year ago
I
iankInspiring
asked in Kinetic & Epicor ERP

EUG Website Webinar page

Which webinar are you trying to review?Regards,

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mwilson
1 year 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

@ayrin.hilbert Hi Ayrin.  Even if your BAQ isn’t useful to Michaela, it may be useful to other members/users.  If you’re willing to share it, I certainly would like to see it.Regards,

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M
1 year ago
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dinmanBrainy
asked in Kinetic & Epicor ERP

BPM Condition contains wildcard?

Hi David,Check out LEFT, RIGHT and SUBSTRING in SQL Server, perhaps scenario #7 can help.Regards,

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D
1 year ago
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stacilaprattNew Participant
asked in Americas - Michigan, Indiana

Dashboard- 1 user can not see data

Hey @utaylor , nice to see you on this forum!

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1 year ago
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stacilaprattNew Participant
asked in Americas - Michigan, Indiana

Dashboard- 1 user can not see data

Are the records sales-related?  If so, have you established territories and created work force IDs with multiple authorized users?

4
G
1 year ago
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