Replies posted by dan.ramirez

40 Replies

E
esoringNew Participant
asked in Americas - Mid-Atlantic - DC, VA, MD, DE

Power BI Passing Filter Parameters to a BAQ

Yes. You can pass a parameter on the end of the URL. …/Data?param1=value1&param2=value2

1
D
1 month ago
S
swilsonKnown Participant
asked in Kinetic & Epicor ERP

Copy Test to Live

We’ve been burned by it and it happened enough times that we eventually commissioned a new server that has our Pilot environment.  One of the reasons I recommend people use a script to do the backup and restore process. Is there a resource you’d recommend for creating this script? Even with different servers, there is still a dozen or so things I will routinely do when restoring a production backup to Pilot (such as disable schedules, turn off BPMs that send notification emails, change company name, etc.) I’ve never looked into it but I’ve heard it recommended before. 

6
J
1 month ago
S
swilsonKnown Participant
asked in Kinetic & Epicor ERP

Copy Test to Live

Is your test instance on a different server than Production? 

6
J
1 month ago
M
mcabb@psi-ga.comNew Participant
asked in Kinetic & Epicor ERP

Moving inventory in-between operations to warehouse

You would want the subassemblies to be Pull as Assembly = false on the Engineering Workbench for the next job to process them as completed parts from the warehouse. If you check true, it will attempt to build that subassembly on the next job and you don’t want that… you have already done it. 

6
djo
4 months ago
G
GWyandtNew Participant
asked in Kinetic & Epicor ERP

Creating BAQ Report from BAQ

If you end up getting the report done and have to add a new field - that can be a pain in the butt also. It’s not that it’s terribly difficult, but you just have to update the SQL query inside the report data source and then add the field… and of course it all has to match perfectly or it will blow up the report. Just keep that in mind. Try to make sure you have everything you need before working on the report. Much easier this way.

6
R
1 year ago
G
GWyandtNew Participant
asked in Kinetic & Epicor ERP

Creating BAQ Report from BAQ

What you need to do is go to Report Style. In the Actions menu, select Download SSRS report.I always save them in a folder called reports on my desktop so they are easy to find. Then You need to download and install Microsoft Report Builder. That’s the program you use to edit the report files. You’ll probably need to watch a Youtube video on it as it’s not very intuitive. Once you get that figured out and saved, though, you’ll go to the same place and click Upload SSRS report. You will select the reports folder on your desktop to upload from. 

6
R
1 year ago
G
GWyandtNew Participant
asked in Kinetic & Epicor ERP

Creating BAQ Report from BAQ

The BAQ Report Designer creates a blank report when you set it up. You still have to open the RDL file in Report Builder and build the report. All the fields are setup and ready to go… you just have to insert a table. Have you ever done that before?

6
R
1 year ago
T
todd caugheyInspiring
asked in Kinetic & Epicor ERP

Add Table Field to RDD

You’re right. You need to add it to the select statement in the SQL in the dataset properties.  

4
T
1 year ago
P
pgoodhewInspiring
asked in Kinetic & Epicor ERP

C# - looping through all rows in a dashboard grid

You might need to play around with the correct statement to get the row count. I can’t remember if it’s .Count, .Rows, and if that is on the edv itself or in the .dataView property. I can review some past customizations and see if I can find it if you are not having any luck with any of these.

5
P
1 year ago
P
pgoodhewInspiring
asked in Kinetic & Epicor ERP

C# - looping through all rows in a dashboard grid

Try using a for statement instead of foreach.  for (int i = 0; i < edvMyDataView.dataView.Count; i++){   var eachRow = edvMyDataView.dataView[i];}

5
P
1 year ago
M
Michaela.HKnown Participant
asked in Kinetic & Epicor ERP

Creating a BAQ to compare warehouse on hand balance with site balance

This is a little tricky. Do you used shared warehouses? If not, you should be able to equate a warehouse to a site pretty easily. I’ve done this with PartBin before where it gives you the warehouse but not the site. I just do a case statement that calculates the Site based on the warehouse. Is this what you mean? case  when PartBin.WarehseCode IN (‘MAIN’, ‘MAIN-SHIP’, ‘MAIN-QC’)  then ‘HQ’  when PartBin.WarehseCode IN (‘OFFSITENY’)  then ‘NewYork’  when PartBin.WarehseCode IN (‘ANOTHER’, ‘ANOTHER-QC’)  then ‘Another’end

7
M
1 year ago
D
dinmanBrainy
asked in Kinetic & Epicor ERP

BPM Condition contains wildcard?

you might be able to create a boolean variable and set it in a widget using a LINQ statement… which should let you do a like statement similar to the one you did in the BAQ.  I’m thinking something like:(from t in ttOrderDtlwhere t.PartNum like ‘%-3[a-z]%-%’select t).Any()

9
D
1 year ago
D
dinmanBrainy
asked in Kinetic & Epicor ERP

BPM Condition contains wildcard?

Are you writing this BPM in a custom code widget or are you using some other widget? When you say you got it to work in the BAQ, what was your criteria? I’m guessing you did a like comparison? 

9
D
1 year ago
G
garybKnown Participant
asked in Kinetic & Epicor ERP

Beginning Inventory Balances Day 1 of Prior Month

I’m not aware of any tool out of the box… it seems like you could create it by making a BAQ. Start with a subquery on PartTran and filter out all transactions before the first of the previous month. Aggregate the sum of the quantity of “inventory” transactions by part number/bin location. Then you could join that subquery to the PartBin table on the Part Number and Bin location. Then you’d essentially take your current on-hand and subtract the value obtained from each Part/Bin combo in the subquery. Maybe there’s an easier way, but that’s how I’d approach it.

10
M
1 year ago
C
CADHawkParticipating Frequently
asked in Kinetic & Epicor ERP

Material Types for Kinetic 2022.1.9

What’s the intended use case? My initial thought is to set them up as parts. The part table has so many settings and attributes that it seems like a good place to put them. 

2
C
1 year ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

10.2.500.35 - Inspection Processing - Add default comments

I would think you could create a post-processing method directive on the InspProcessing.OnChangeFailedQty method. Check to see that the quantity was changed from 0 to anything and then upon passing that condition, set the FldCommentText to have the format you’re looking to achieve. Then the user could click over to the Failed Comments tab and the “form” would be there already for them to fill in. 

4
slepley
1 year ago
M
mike.arvolaNew Participant
asked in Kinetic & Epicor ERP

Case Management - Case type

Ok. I am under the impression that Case Type (aka Workflow Type) is predefined and not able to be edited. This Workflow Type is the parent to the different Workflow Groups that you can create/select in any case. You can create a Workflow Group for your internal quality cases and then select that in the Workflow Group. That might work for what you’re trying to do.

4
M
1 year ago
M
mike.arvolaNew Participant
asked in Kinetic & Epicor ERP

Case Management - Case type

It’s interesting because the validation occurs in the Update method, not on the OnChangeCaseTypeID method.

4
M
1 year ago
M
mike.arvolaNew Participant
asked in Kinetic & Epicor ERP

Case Management - Case type

There is validation that happens when you fill in a value to the field. It won’t accept something not in the list.I’m interested to hear others thoughts, also, because I could see our company doing something like this.

4
M
1 year ago
M
Michaela.HKnown Participant
asked in Kinetic & Epicor ERP

Add Receive Time to Time Phase Inquiry Details

P.S. I ended up modifying the Extended Properties using the wizard in Tools menu. This allowed it to come in as read only just like the other fields on the form. The row rule also worked but it made the text grey instead of black and my OCD wouldn’t allow that. 

6
M
1 year ago
M
Michaela.HKnown Participant
asked in Kinetic & Epicor ERP

Add Receive Time to Time Phase Inquiry Details

Hmmm. It worked for me. Did you close and re-launch the form? Are you sure the site you had selected has a receive time populated?  I also have to go and set a row rule to make sure the field stays read only

6
M
1 year ago
M
Michaela.HKnown Participant
asked in Kinetic & Epicor ERP

Add Receive Time to Time Phase Inquiry Details

It looks like PartPlant is already a data view on the Time Phase Inquiry. That’s the table that holds Receive Time. So you’d just add a numeric field to your form and then bind it to the PartPlant.ReceiveTime field. You might have to play with the read only settings if it doesn’t come in read only.

6
M
1 year ago
M
michael.mauriceNew Participant
asked in Kinetic & Epicor ERP

Epicor ERP - any way to mass import client customizations?

Disclaimer: I’m not sure if this is the best way… but it’s a way.

3
D
1 year ago
M
michael.mauriceNew Participant
asked in Kinetic & Epicor ERP

Epicor ERP - any way to mass import client customizations?

I have a BAQ that identifies all customizations… From there, you should be able to use the Solution Workbench and refer to the BAQ for identifying the customizations to select. 

3
D
1 year ago
E
ewilliams
asked in Kinetic & Epicor ERP

Warehouse/Transfer Setup

We are multi-site. We use transfer orders to go between buildings. It’s nice because it gives you the ability to move material but doesn’t just appear when it’s moved from one site to the other. It requires someone to ship and receive these. Without the multi-site, I don’t think you will be able to accomplish what you’re trying to do. Perhaps you could survive with the move inventory request and manage it in the queue? Are you shipping across the parking lot? Across town? Across country? Those might factor in to which path could work for you.

4
V
2 years ago
Terms & Conditions