Replies posted by dragos.ene

35 Replies

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michael.mauriceNew Participant
asked in Kinetic & Epicor ERP

Epicor ERP - any way to mass import client customizations?

I would go with the Solution Workbench too although I am not sure how much it will help. You still need to go through each one to make sure it works properly after the upgrade. We have around 100 of them and I imported and tested them one by one when we upgraded.

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1 year ago
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steven.martinParticipating Frequently
asked in EMEA - UK

Calculation between two fields

Roughly how Epicor saves records: if you change something on the PO line and save, Epicor will create 2 records in ttPODetail: one with the unchanged line (RowMod=’’) and another one with the changed line (RowMod=’U’ if you’re updating the row, ‘A’ if it’s a new line). Those 2 lines are sent to the SQL server which will compare them and update the tables in the database accordingly.If you’re not changing any lines, ttPODetail will be empty - which is what the error says. I’m afraid this is not as straightforward as I thought.What I would do: first, update all of your current POs with DMT. Second, add a condition to that BPM at the beginning like below:Again, this is just a starting point, you’ll need to test this properly. Finally, you need to take into account on-the-fly parts (if you have any). If you have one on the PO and trigger GetByID with its part number, you’ll get an error as the Part doesn’t exist in the table. You’ll need a condition for that one too.The DMT part will cover

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2 years ago
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steven.martinParticipating Frequently
asked in EMEA - UK

Calculation between two fields

I haven’t tested the below but it’s a good start. Replace Number02 with your TonRte_c  

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2 years ago
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steven.martinParticipating Frequently
asked in EMEA - UK

Calculation between two fields

Hi Steve,The AfterFieldChange event you got there is the one fired when TonRte_c is changed, that’s why I said it doesn’t make much sense. This sounds like a BPM on PO.Update.Pre. You can call Part.GetByID there to get your part weight and then calculate the formula. Another thing you need to consider is dividing by 0 - you can’t have that. 

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2 years ago
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steven.martinParticipating Frequently
asked in EMEA - UK

Calculation between two fields

Hi Steve,What exactly are you trying to do ? I’m not sure what you have there makes sense or I’m missing something. 

6
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2 years ago
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lairdlKnown Participant
posted in Kinetic & Epicor ERP

Users accesing menu items / dashboard / reports

We had 180 Crystal reports to deal with at our E10 upgrade and we used the old way - doing several audits asking people who’s using what. Then, the rule we used is - if you remove it and people don’t complain for 1-2 months then it’s fine. It does take some time and you need to be clear with people otherwise they’re going to tell you they need all of them.Dragos

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2 years ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Creating Order from Quote,

Search in EpicCare for that error. It doesn’t say why you get it, but clearing the client cache in Epicor seems to be the resolution.Dragos

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2 years ago
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melissahInspiring
asked in Kinetic & Epicor ERP

SSRS Part supply and demand

Forecast is usually entered monthly (at least this is what we do) so you’ll need a group by there, possibly a subquery for that. Posting the query will help us see what’s going on there.Did you try the PartQty table ? Sounds like what you’re after.Dragos

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2 years ago
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Michaela.HKnown Participant
asked in Kinetic & Epicor ERP

Missing Serial Numbers

DMR’s are one source of this issue. You may also want to have a look at RMAs, inspections, WIP, picked shipments (not shipped yet) and arrived receipts (not received yet). Usually, this happens when you miss a step somewhere or you don’t complete the processes as Epicor wants. 

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2 years ago
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Todd CaugheyxNew Participant
asked in Kinetic & Epicor ERP

BAQ from BPM to Obtain UoM Conversion Factor

Hi Monty,Have a look at my previous answer, it’s all there. You don’t need to bring in the whole query object to execute it. GetQueryExecutionParametersByID will get the params you want, even pre-populated with the values you set as default in your BAQ. Then, all you need to do is change the ParameterValue to what you’re after, nothing else. You don’t need to touch any other fields. Finally, when you execute it, you use ExecuteByID which has the query’s ID as a string parameter. That along with the execution params from above is all you need.Dragos

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2 years ago
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Todd CaugheyxNew Participant
asked in Kinetic & Epicor ERP

BAQ from BPM to Obtain UoM Conversion Factor

Hi Todd,I tried that a few days ago and noticed there’s something missing there. I used slightly different methods and it seemed to work - the GetQueryExecutionParametersByID to get the query params and then UpdateTableByQuery to fill in the params. I have 2 params below, I am showing only the first one but the second is the same:Dragos

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2 years ago
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david.hiteKnown Participant
asked in Kinetic & Epicor ERP

Aged Parts Removal

I would go for a PartTran BAQ as well. You will need to set the filters for TranType depending on what types of transactions your company has. Here’s a quick list with what we’re using:sales: 'KIT-CUS', 'STK-CUS', 'STK-KIT' usage for materials: 'STK-MTL' purchases: 'PUR-STK' job finished goods: 'MFG-STK'

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2 years ago
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BenitaNew Participant
asked in Kinetic & Epicor ERP

Multi-Company Direct task

What version are you on ? For example, we’re on 10.2.300.41 and, if we had 21 companies, that would mean a process for each company so you would have 21 processes starting in the same time. I can see why that would create issues as the default limit is 24 I think. We’re in the process of upgrading to 10.2.700.18 and I can see in the new version you can run a single process for all of your companies. LE: have you checked your task agent for errors ?Dragos

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2 years ago
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BenitaNew Participant
asked in Kinetic & Epicor ERP

Multi-Company Direct task

Hi Benita,We use the multicompany direct server process for the 3 companies we have. We have it scheduled as a non-continuous process that runs every 2 mins. I haven’t seen any performance issues with it, the only issue I have with it is very rarely some records get stuck in IntQueOut table and need to be cleared up (happens like 2-3 times a year). We do not use the consolidation from Epicor, I think Accounts does that in Excel or XL Connect.Dragos

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2 years ago
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epearoInspiring
asked in Kinetic & Epicor ERP

Added new field to PartXRefMfg UD Table

From my experience, the Sync Dataset works fine for reports I created from scratch or for reports that don’t have that many fields in them. What it does is it refreshes all datasets in your SSRS report based on the fields you have in the RDD in Epicor. When you have a lot of fields in the report (like PO form, AR, SO, etc.), not all of them make it in the SSRS and you end up with the whole report broken.Dragos 

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2 years ago
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FelipeKnown Participant
asked in Kinetic & Epicor ERP

Possible Upgrade to Epicor version 10.2.300 from 10.0.700.4 pros and cons

Hi Felipe,We upgraded from 9.05 to 10.2.300 a couple of years back but we don’t use EDI. I can’t say I found any issues that are particular to this version. I’m sure you have good reasons, but why go to a older version and not go for the latest 10.2.700 ?  We’ve just started that a few days ago. Dragos

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mwilson
2 years ago
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Anonymous
asked in Kinetic & Epicor ERP

BomSearch in Customization , retrieving all PartMtl rows by MtlPart rather than PartNum/(Parent part) ?

You could create a BAQ with a parameter to get the data you want and then call it in your customization with the DynamicQueryAdapter. If not, I would give BomSearchAdapter a go (like GetRows or GetList)Dragos

5
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2 years ago
clintons
clintonsNew Participant
asked in Kinetic & Epicor ERP

Materials Unit Price changing on quote when Quantity is Added

Why not create the price list for the customer with your correct sales price and sales UOM ? It should fix your issue.As for where it’s getting that price, have a look at the Sales Unit Price in Part Setup. 

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2 years ago
EM81
EM81Inspiring
asked in Kinetic & Epicor ERP

BAQ - New Invoices from customers who have not purchased for 2+ years

Hello,Here’s how I would do this.1.First, a BAQ with 2 date parameters: pDateFrom and pDateTo. This will be the date range for your ‘current’ invoices.2.Add a query, let’s call it qInvoices for the ‘current’ invoices. This will be your main/top query. You will add the InvcHead table and add 2 criterias using the parameters. InvcHead.InvoiceDate >=pDateFromInvcHead.InvoiceDate<=pDateTo3. Add another query qOldInvoices for the ‘old’ invoices. This will be your subquery with the same table InvcHead but with a criteria set using an expression like below:InvcHead.InvoiceDate <= DateAdd(year, -2, pDateFrom)You need just two fields in this query: Company and CustNum. Group the query by those 2 fields. 4. Go back to your main query qInvoices, bring in the subquery qOldInvoices and make an INNER JOIN by Company and CustNum between them.Dragos

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3 years ago
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pgoodhewInspiring
asked in Kinetic & Epicor ERP

SSRS Reports - repeat header rows on each page

What I do in this case is first enable Advanced mode in the SSRS Report Builder:I then select the row group from the list and change the 2 settings below: If you have more than one header, you’ll need to change those 2 settings for each of them.Dragos

2
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3 years ago
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lpbInspiring
asked in Kinetic & Epicor ERP

odd error message in invoice entry

Interesting thing I’ve just noticed. You added the column to the InvcDtl table but the errors refers to InvcHead so maybe you have the wrong table or field referenced there ?Dragos

6
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3 years ago
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lpbInspiring
asked in Kinetic & Epicor ERP

odd error message in invoice entry

Hello,Did you regenerate the data model after you added the custom column ?Dragos

6
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3 years ago
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jfekkesKnown Participant
posted in Kinetic & Epicor ERP

Upgrade decision:(moving from 10.2.200) 10.2.600 or 10.2.700?

Hello,We’re on the same boat - currently on 10.2.300 and thinking of upgrading to either .600 or .700. After a call with Epicor yesterday we decided to upgrade to the latest .700. We will maximize the support we can get on it (.600 expires about 6 months earlier that .700) and the upgrade to .700 is something we’re going to do later anyway.​​ ​​​​​Edit: have a look at this post here, looks like in some cases .600 is worse than .700Dragos

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mwilson
3 years ago
N
neil.parryNew Participant
asked in Kinetic & Epicor ERP

External BAQ Report

Hi Neil,From what I remember back when we were on E9, I used to convert the field to a date in the SQL query. You can do something similar as below when you write your SQL view (not in your BAQ/Report/etc.):select cast(PartTran.TranDate as date) TranDate from...Dragos

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3 years ago
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Shannon.AkiNew Participant
asked in Kinetic & Epicor ERP

Journal Entry Approval Flow

Hi Shannon,I may be way off, but there is an option in the GL Transaction Type screen called ‘Manually review all transactions’ which will push all GL transaction of that type in the Review Journal. You can probably use that and restrict access to the Review Journal only to the persons who will approve.Dragos 

3
P
3 years ago
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