Replies posted by djo

108 Replies

M
melissahInspiring
asked in Kinetic & Epicor ERP

Kinetic 2023.2 PO Suggestions - Filtering

You certainly should not lose functionality or be forced into buying another module to solve something already in Classic.We are still on 10.2 and we have the SRM functionality I mentioned above.  Here is a screen our buyers use.  Filtered by buyer from the start.  Maybe this isn’t as good as the combined New and Change suggestions.  I have not seen that screen.Buyers Workbench with SRM 

6
slepley
10 days ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

Kinetic 2023.2 PO Suggestions - Filtering

Hi Melissa,Do you have multiple Buyers set up?  You can set up Part Classes with a specific buyer.  When that buyer views their workbench, they see their items to buy.  Buyers can also be Authorized Users for other  buyers.Not sure if you need Supplier Relationship Module for this functionality or not.Hope that is helpful,Doug

6
slepley
10 days ago
djo
djoCommunity Manager
asked in Americas - Eastern PA

Eastern PA EUG April Meeting - Survey Results

The meeting is two weeks away and so far I have exactly zero, zip, nada, 0 presenters lined up. I need to see some movement by the end of this week or we will need to cancel/postpone this meeting.  It is hard enough to put these meetings together, but when no one volunteers, it makes it 10x worse. At this point, I will take presentations on how to install the Epicor Kinetic client.  I am sure someone lurking out there has a really great idea that would help the rest of us.  Please come forward.  Speak for 10 minutes (or longer) but please speak.These are the survey results (see below) that people wanted to hear about, but I will take literally anything at this point.  Oooh, you made a super-cool theme for your screens, you automated your test DB to be updated from your live DB, or you made a webpage using all the cool tools in Epicor.Database Tuning DocStar/ECM Use in Sales AMM Mobile Warehouse BartenderBegging and pleading, Doug 

1
djo
23 days ago
H
hkoppelman@wvm.nlNew Participant
asked in Kinetic & Epicor ERP

Group Labor Entry MES

With that in mind, I believe the only way is to log them all in. Have you considered using barcodes to speed up the entry?  This would require some barcode special characters like tab and enter.  Since the job number is different each time, that barcode code be on the job traveler.  Not a perfect solution. 

3
djo
1 month ago
H
hkoppelman@wvm.nlNew Participant
asked in Kinetic & Epicor ERP

Group Labor Entry MES

Take a look at Crew Size on the Resource Group.  This should be able to do what you require. Doug

3
djo
1 month ago
M
MontyWilsonBrainy
asked in Kinetic & Epicor ERP

When Does Epicor Auto-close Order Lines?

Monty,Check your customer shipment tracker and make sure the lines that complete the shipment have the shipped complete checkbox checked.  I once had a shipper that would uncheck the shipped complete checkbox every time.  I believe that checkbox being checked and the pack slip being marked Shipped control the closing of the Sales Order lines/releases. The shipped complete checkbox should be automatically selected if the shipped quantity meets or exceeds the order qty, but it can been manually overridden.Doug

8
M
25 days ago
slepley
slepleyGenius
posted in Americas - Eastern PA

Potential topics for future EPEUG meetings

Sorry Scott.  I didn’t get to this.  The complete list is in the latest survey for the April meeting.

1
djo
1 month ago
G
garybKnown Participant
asked in Kinetic & Epicor ERP

Inactive Inventory

If you have any questions, please let me know.

5
G
1 month ago
G
garybKnown Participant
asked in Kinetic & Epicor ERP

Inactive Inventory

Gary,I do this with a BAQ and Dashboard.  The dashboard is for filtering by warehouse and MaxTransDate.  I have attached the BAQ.  One criteria to take note of is on the subquery.  I am only counting certain transactions as “valid” for determining activity.  I don’t consider STK-STK and other transactions as real activity.  I only include STK-MTL, MFG-STK, PUR-STK, MFG-CUS and STK-CUS.  Each company is different so you may want to modify these.We are also AVG cost so I have those fields displayed. Hope this is helpful,Doug 

5
G
1 month ago
djo
djoCommunity Manager
posted in Americas - Eastern PA

Eastern PA EUG February Meeting - Agenda and NEW Registration Link

If anyone wants John’s Time Phase BAQ, you will need to email me.  I cannot attach it here. 

8
J
2 months ago
djo
djoCommunity Manager
posted in Americas - Eastern PA

Eastern PA EUG February Meeting - Agenda and NEW Registration Link

Scott and others, please see attached and below.  Once I receive the 2WTech slides, I will post. Hey Doug,See link for the Application Studio presentation:PA User Group for Remote Attendees-20240215_130131-Meeting Recording.mp4Note this has a 90 day expiration date (Epicor policy) but I allowed downloads so anyone could get a copy.Best,Nick Adams

8
J
2 months ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

Column not visible in dashboard grid

What happens if you leave engineer in the grid and deploy?

9
S
1 month ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

Column not visible in dashboard grid

Long shot - have you logged out after saving the deployment?   It is definitely on the the menu as a deployed dashboard?

9
S
1 month ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

Column not visible in dashboard grid

Have you deployed this dashboard through the Tools menu?

9
S
1 month ago
djo
djoCommunity Manager
posted in Americas - Eastern PA

Eastern PA EUG February Meeting - Agenda and NEW Registration Link

I have a correction to the agenda:1:00 PM to 2:00 PM EST – Application Studio NOT Automation Studio

8
J
2 months ago
djo
djoCommunity Manager
posted in Americas - Eastern PA

Eastern PA EUG February Meeting - Agenda and NEW Registration Link

Chris,You are more than welcome to join us at the meeting.  To register, please go here.It will be at:Electron Energy Corporation924 Links AvenueLandisville, PA 17538

8
J
2 months ago
M
michael.lintz@martinyale.comNew Participant
asked in Kinetic & Epicor ERP

Maximize Use of Epicor 10...?

Depending on the commitment level of “Upper Management” and with you admitting to not being a power user in Epicor, I suggest having a Business Process Review with the help of a consultant that will map out all your current processes and then recommend a plan of attack to get to a better utilization level of the software.  If you sit in on all the sessions during the review, that would be a big benefit to you as well.In addition, look to see if you have a Regional User Group in the area and attend their sessions.  This goes a long way to gaining an understanding of the software.  If you do not have an active group near you, look for ones that offer virtual meetings.One more thing, Epicor Insights is right around the corner.  I would highly recommend that as well.  There are classes for beginners to advanced.  Big bang for the buck at this conference. Good Luck!

6
P
3 months ago
M
mcabb@psi-ga.comNew Participant
asked in Kinetic & Epicor ERP

Moving inventory in-between operations to warehouse

AMM reaches into many parts of the system.  You say that you have it.  Is it implemented? At this point, I am going to suggest you reach out to a consultant because I think that is the next best step.  Sure there are workarounds, but I think you can make this work in Epicor. I did find an old thread asking what I believe to be the same question you are asking with this answer: Do you have AMM? It can help with this a lot. It is a chore to set up the in and out locations for moving between operations but once done works well to know where things are at. Operators can clock out of the job with items in their "out" location (bin) and signal a move request to the next operations "in" bin (or spot on the floor). The utility person doing the move then records the move (typically on a mobile device).Todd CaugheyBusiness Systems ManagerDalsin Industries, Inc.

6
djo
4 months ago
M
mcabb@psi-ga.comNew Participant
asked in Kinetic & Epicor ERP

Moving inventory in-between operations to warehouse

Do you have AMM (Advanced Material Management)?  I think that can do what you are asking.

6
djo
4 months ago
djo
djoCommunity Manager
posted in Americas - Eastern PA

November 16, 2023 EPA-EUG Meeting

Hello Group!Registration ends today at 5:00 PM EST.  Here is the registration link.Tentative Agenda:8:00 - 8:30 AM - Arrival and networking8:30 - 9:00 AM - Group Business    Elections    Topics for future meetings9:00 - 10:00 AM - BAQs - tips, tricks, examples - Jen Smith - Gamlet, Doug Oswald - INSACO10:00 - 10:30 AM - PowerBI - Nancy Hoyt - Teikoku Pumps10:30 - 10:45 AM - Break10:45 - 12:00 PM - Upgrade to Kinetic Panel - Phil Leaman - Beck, Steve Van Niman - Tyber, Kim March - Gamlet, Jen Smith - Gamlet12::00 - 1:00 PM - Lunch and networking1:00 - 1:45 PM - Where I Work - Dan Snyder - Mercury Electronics1:45 - 2:45 PM - Quick Ship - Maggie Blaney - Epicor2:45 - 3:45 PM - Facility Tour Hope to see you there! 

4
slepley
5 months ago
djo
djoCommunity Manager
posted in Americas - Eastern PA

November 16, 2023 EPA-EUG Meeting

Hello Group,I am still trying to fill spots in the agenda.  Please help! I also need other volunteers for the panel on Upgrading to Kinetic.  It is a panel, how hard can it be? I would love to get one other presentation for next Thursday.  Come on USERS, your User Group needs you! I have extended the registration until 5 PM on Monday.  Here is the registration link. Here is the tentative agenda:8:00 - 8:30 AM - Arrival and networking8:30 - 9:00 AM - Group Business    Elections - (If someone doesn’t step up to present, I resign - Only partly kidding)    Topics for future meetings9:00 - 10:00 AM -                           10:00 - 10:30 AM - PowerBI - Nancy Hoyt - Teikoku Pumps10:30 - 10:45 AM - Break10:45: - 12:00 PM - Upgrade to Kinetic Panel - Phil Leaman12::00 - 1:00 PM - Lunch and networking1:00 - 1:45 PM - Where I Work - Dan Snyder - Mercury Electronics1:45 - 2:45 PM - Quick Ship - Maggie Blaney - Epicor2:45 - 3:30 PM -                                3:30 - 4:00 PM - Facility Tour 

4
slepley
5 months ago
djo
djoCommunity Manager
posted in Americas - Eastern PA

November 16, 2023 EPA-EUG Meeting

Sorry for the duplicate post.  Just trying to increase my status on this site.

4
slepley
5 months ago
bfruit
bfruitKnown Participant
posted in Americas - Western PA & Southeast Ohio

Combined Western/Eastern PA group meeting Fall 2023

DEADLINE EXTENDED!! We are extending the deadline to register until the end of business tomorrow, Friday, September 8. Registration link:  https://www.findjoo.com/SU/EasternWesternPASept2023

5
djo
7 months ago
djo
djoCommunity Manager
posted in Americas - Eastern PA

Combined Western/Eastern PA Epicor Users Group Meeting

DEADLINE EXTENDED!! We are extending the deadline to register until the end of business tomorrow, Friday, September 8. Registration link:  https://www.findjoo.com/SU/EasternWesternPASept2023

1
djo
7 months ago
M
mwattersonParticipating Frequently
asked in EMEA - UK

Change Epicor 10.2 Desktop Icon

Send the shortcut to desktop, right click, properties, change icon.You will need to find the red icon.  I did a search for red rectangle icon.  I saved the png file and then opened a image program and saved as .ico file.  Browse to the location and there it is.Doing this on the RDP Host Server should make it available for everyone.  I do not have an easy way to add it to the Epicor install.   

1
djo
8 months ago
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