Replies posted by doug.harvey

54 Replies

I
infoInspiring
asked in Kinetic & Epicor ERP

Site to Site Inventory Transfer via DMT

I would not try use DMT for this at all. (if it is even possible.) Personalize your list view in Transfer Order Entry, Transfer Order Shipment and Transfer Order Receipt. Then paste insert and perform the 3 transactions.

4
D
6 days ago
J
JoeHNew Participant
asked in Kinetic & Epicor ERP

Seeking Physical Inventory Kinetic Wisdom

Physical inventory and cycle counts are a huge weak spot for Kinetic. At Insights there have been a number of user presentations on work arounds. We used to use the cycle count functionality, but it was too onerous, so now keep track of it outside of Kinetic and through dashboards. It is likely that you will want to control your count using some variation on your old method.

4
V
1 month ago
B
BK20New Participant
asked in Kinetic & Epicor ERP

BAQ Grid Refresh on Home Screen

In an insights session a couple of years ago I was told that you cannot use parameters in a BAQ/dashboard on the home screen. It sounds like you can use it, it just doesn't work well. 

5
B
6 months ago
D
doug.harveyKnown Participant
asked in Kinetic & Epicor ERP

NMFC codes?

Thank you. We’ve just decided to add a UD field. It still seems like an oversight not to have NMFC.

3
A
6 months ago
J
JTutoliParticipating Frequently
asked in Americas - New York City & New Jersey

Auto Closing jobs once Shipped

I suspect that you had Auto-Close running on a schedule in E9 and did not setup the schedule in Kinetic.

1
D
8 months ago
S
Spencer SmithNew Participant
asked in Americas - Minnesota

SQL error when doing division in a BAQ

Seems like you’re getting closer. Off the top of my head, my next check would be to make sure my fields are formatted to allow negatives. sometimes even when I don’t think there should be negatives I find it easier to test to make sure I did not get negatives because of some other problem.

4
S
10 months ago
S
Spencer SmithNew Participant
asked in Americas - Minnesota

SQL error when doing division in a BAQ

This is not an answer, but when I have that sort of error, I can usually solve it by adjust the table list order. If I try to divide by a field before it exists, Kinetic is unhappy with me. Add, subtract and multiply are more forgiving, though the sum may not be correct.

4
S
10 months ago
K
kchristensenNew Participant
asked in Americas - Minnesota

MRP to generate Unfirm Jobs per the SO already entered not Forecast

To make manufactured items default to make direct you need to check the non-stock check box in part setup. (I know, not very intuitive.)

5
tshoemaker
10 months ago
K
kchristensenNew Participant
asked in Americas - Minnesota

MRP to generate Unfirm Jobs per the SO already entered not Forecast

We are not using MRP, but we do a most of our jobs as make direct. If you want a job for each order that may be useful for you.

5
tshoemaker
10 months ago
K
kskipperInspiring
asked in Kinetic & Epicor ERP

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

If you are using your material in their jobs, go with subcontracted operation. There is no Kinetic function to drop ship from wip from a subcontractor. We have asked in the past but you might want to put it into Kinetic Ideas. (I’d vote for it.)If you are buying a completed thing and shipping it yourself, then use BTO.If you are buying and they are shipping then BTO/Drop ship.It gets more complicated if you are buying a production run and they are stocking for you but there is probably something you could do with a shared warehouse and auto-receipt to inventory.

6
D
11 months ago
M
Michaela.HKnown Participant
asked in Kinetic & Epicor ERP

Auto Receive Intercompany Shipments

Not a BPM but it would be easy to write a BAQ to run at the end of the month with the transfers that will be in transit at the end of month. Then do a paste insert to receive them. It will still make it hard for your receiving folks when the physical receipt needs to happen at the other location but only with a small percentage of transfers.

3
D
11 months ago
P
pgoodhewInspiring
asked in Kinetic & Epicor ERP

Creating inventory quantity adjustments from a stock count dashboard

I love the idea of updatable dashboard. We don’t use regular cycle counting for the same reasons. It is more about financial controls than counting inventory.We do have a dashboard the shows bin, lot and qty. We filter it by product groups and inventory level below a selectable qty. That allows our inventory team to count parts when we are low on them. Much easier to count 200 pc. than 40,000.

6
P
1 year ago
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

Object Reference Error When Receiving Subcontract PO

That makes sense. It has always struck me as a bad design that Epicor allows me to select add new subcontract operation and then add a non-subcontract operation to that and vice versa.

10
D
1 year ago
M
mark.taylorParticipating Frequently
asked in EMEA - Europe

Customer Owned Materials

We manage it manually. We have some generic customer owned material parts. We make them STD cost $0 items, so it does not mess with inventory values. We tend to manage them outside of Epcior. Not ideal.If you come up with a better solution I would be interested.

1
D
1 year ago
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

Object Reference Error When Receiving Subcontract PO

That is an odd one. I’m curious to hear what Epicor says.

10
D
1 year ago
M
Michaela.HKnown Participant
asked in Kinetic & Epicor ERP

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

Anytime I need to group by and sum I end up using a subquery. I know there are other ways. (As Dan noted above for shared warehouse you would have to decide how to group.)I have several times done a subquery and group the on hand and the demand qty in PartWhse. Then I do add a calculated field to show “Available Qty.”

7
M
1 year ago
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

Object Reference Error When Receiving Subcontract PO

That is undoubtedly the least helpful error message in all of Epicor. We most often see this when something has happened out of order or in a way that it should not. For example the PO release was deleted even though it was linked. Our work around would most likely be to unlink the PO Line link to a new PO and receive then void the old PO Line. It does not solve the underlying problem. It depends how much time you can invest.

10
D
1 year ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Progress billing after item as shipped

To the best of my knowledge there is no way to do that without the Project module. We have looked and it seems dumb to buy Project for just this feature, but as far as I can tell that is what is required.

3
D
1 year ago
K
kstinnettInspiring
asked in Kinetic & Epicor ERP

Tablets (Handhelds) Epicor MES

Yes. We are on 10.2.700. It is a bigger priority to get onto the new handhelds than it is to get Kinetic (are are also planning for early next year.) If we get half the benefit we expect it will still be a big win for us.

9
D
1 year ago
K
kstinnettInspiring
asked in Kinetic & Epicor ERP

Tablets (Handhelds) Epicor MES

We are working through the issues. Epicor has solved a big one for us which is printing. The guys can select a regular paper printer but can also changes virtual workstation to change label printers.Right now we have POD up and running on the RT10 but have a license issue with POD on a driver’s Iphone. We hope that will be solved shortly.We are having some issue with taking pictures--which we do for shipments--again we expect to have that solved soon.BPM’s and customizations are the biggest amount of work. Several things don’t work with EKW. We are trying to look at it as an opportunity to clean up messy old code, but it is a big slow down.The screens are different but were pretty intuitive for our guys. Again, not fully up and running but I actually expect our warehouse team to come up with a bunch of efficiencies that I would never think of. The screen sizes is about the same as our old handheld screen but seems to work better.Overall the process of getting it up is slower than I hop

9
D
1 year ago
B
brenzemaKnown Participant
posted in Kinetic & Epicor ERP

Demand forecasting and inventory optimization solution

We use Smart Forecast but have not yet upgraded to Smart IP&O. That is where you will get the benefit of the Epicor integration, as well as a more user friendly interface and lots of new functionality. I’ve heard other companies using Forecast Pro, which is cheaper. It is not integrated with Epicor as Smart IP&O is. We looked at it several years ago, but decided the the Smart Forecast intermittent demand functionality was crucial for us. (It uses simulation rather than forecasts.)I’ve been very happy with the team as Smart Software. If you wish to speak about it in more detail or have other questions, just email me direct.

2
B
1 year ago
K
kstinnettInspiring
asked in Kinetic & Epicor ERP

Tablets (Handhelds) Epicor MES

We are in the process of implementing EKW. We are using a few of the Honeywell RT10’s for the full tablet type and the CT60 for the handheld type. It is a big change from the old warehouse software and yet another license to buy. We don’t yet have them working on the floor--except for 1 RT10 for POD signatures at will call. From what I have seen as we work through the process the software is much more usable and should speed things up. For us with think moving to a QR type code which will populate PartNum, Qty and Lot will be a big time savings. It will also give the the ablity to easily switch between printers-both regular printers for packslips sand bartender label printers.At Epicor Stephan Duralde is the hand held guy. He is generally responsive and happy to answer questions.

9
D
1 year ago
P
pjacksonInspiring
asked in Kinetic & Epicor ERP

Backflush Labor Process-Schedule

I don’t know if what we do is the recommended procedure, but we set it to run every 15 minutes. That works fine for us an is not a drain on resources.

3
P
1 year ago
C
carl.heederInspiring
asked in Kinetic & Epicor ERP

forecasting package

We use Smart. We have not yet upgraded to Smart IP&O but I’m trying to get it on our project list. We have a good relationship with the folks at Smart. They are helpful and easy to work with. Because we have a large amount of very volatile demand for some parts we initially chose Smart Forecasts over Forecast Pro. Smart allows you to run simulations rather than just forecasts for part and those work better with volatile demand. IP&O does a number of things that I think would be a step up from the older product that we still use.​​​​​​ One of those is a direct integration with Epicor. That makes managing things easier. But it also gets you more granular data. Currently our data is exported monthly.  So if I sold 100 units last month, I don’t know if I sold 1 order @ 100 unit units or 50 orders @ 2 units. The forecast and more importantly the simulations against that data would be very different.IP&O also allows easier management of data. For example it can calculate actual l

3
J
1 year ago
P
pgoodhewInspiring
asked in Kinetic & Epicor ERP

Getting details of similar past configurations

If you are putting all of the data in a UD table, why don’t you access it with a dashboard?If you are trying to do it from within Product Configurator, I assume you have several drop downs that you would like to populate. You can use a BAQ or a UD Method to create the appropriate dynamic list in the combo box. Your existing fields would be your parameters limiting the BAQ or UD Method.

2
D
1 year ago
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