Replies posted by fred

78 Replies

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mariwana.hussaini@ogipe.comNew Participant
asked in Americas - Oklahoma & Arkansas

Problems with login into Epicor 10

You can have the administrator set it to “blank” and then you’ll be able to log in with a blank password and reset it. Sounds like something went wonky with your email settings that is causing it not to email out the temporary passwords.  You’ll want to look into that as it could have ramifications for other notifications.

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fred
27 days ago
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Jack.PennypackerInspiring
posted in Kinetic & Epicor ERP

Epicor Ideas - I have added an idea and hoping to get some votes for it. ( Better Costed BOM report)

We built something that is made for exporting to Excel.  You may want to look at it: https://www.codabears.com/Products/BOMExporter.aspx

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fred
1 month ago
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cdobbNew Participant
asked in Americas - Michigan, Indiana

Sales and Use Tax

There is also an integration from Avalara and they will handle the tax calculations for you as well as exemptions and filings.  Might be worth the look.

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fred
1 month ago
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cottied@stevensind.comNew Participant
asked in Americas - Midwest - IL, KS, ND, NE, SD

Need Database links for Job Resource ID when using Capabilities

I don’t have specifics on that exact report.   But anytime you don’t see a DB field, it means that the system is doing some calculations/processing behind the scenes.  There won’t be a direct database field for this information.Some of those fields still make it into reports and are usable.  If you are on-premise you can run the report, have it archive for a day or two, then go to system monitor and find the GUID for the report.  You can then query the SQL tables in the Reports<instance> database referencing the tables that end with the GUID, and find which field is being used for the value and then add it to your report.LMK if that doesn’t help and I can get you more specifics.  

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V
1 month ago
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garybKnown Participant
asked in Kinetic & Epicor ERP

Inactive Inventory

Although there’s an “inactive” on part, I don’t think there’s a date for when it went inactive.  You could write a BAQ that finds the most recent PartTran date for each part (group by partnum).  Then join that to Parts where you have a criteria on Parts for Inactive = true, and a criteria on the subquery where Date <= today - 2 years.  For values, you’d take that list of parts as a subquery and use it to get the inventory amounts you had on hand as of 12/31/23.

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G
1 month ago
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rgriffithNew Participant
asked in Kinetic & Epicor ERP

XML export of data with Tree / Hierarchy structure

I don’t think Epicor has a native tool that will convert either BAQ results or JSON into XML.  If you have access to the SQL Server, there is a “FOR XML” clause you can use to get results as XML.  Alternatively you can write a program to convert the JSON to XML and format it exactly as you need.  You’ll need to know the format of the XML output.  What the expected node names and attributes are.  My guess is what comes out natively for column names is not the exact XML that you are wanting in the long run.

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fred
2 months ago
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jdroweParticipating Frequently
asked in Kinetic & Epicor ERP

Next Available number BPM for a module

We did something like this to auto-increment our customer IDs.  We use the first three letters of the customer name, and then a sequential ID.  The BPM searches for customers starting with the first three letters, order by custID desc.  You get the top result of that, parse out the number, and then increment it.

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S
2 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

Multiple Customizations In Menu

Sorry, I missed you were trying to do classic customization in Kinetic.  I tried it in 2022.1.  Classic UI for Menu maintenance.  When I edit one menu’s customization, it is not affecting the other menu’s customization.  You may have stumbled onto an undocumented feature in your installation.You can create a 2nd menu entry and see if the 2nd one would let you specify a different customization.  Not a solution, but a workaround if you need an answer right away and can’t get something from Epicor Support.

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M
3 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

Multiple Customizations In Menu

I believe you can choose which layers get assigned to a menu.  You’d have to have a layer that looks the old way and one that looks like the new.  Create different menus for the different layer combinations you want.

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M
3 months ago
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melissahInspiring
asked in Kinetic & Epicor ERP

Excel Data Only Some GL reports error out when trying to print to Excel Data Only

You can either copy them, or point the data source to the excel files so you only have to maintain one copy of the Excel files.

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M
4 months ago
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jnulph@bellevilleintl.comNew Participant
asked in Americas - Ohio Northern

BAQ If/Then/Or Statement

Set your condition to be “BooleanA = true or (BooleanA = false AND BooleanB = True)” There are “parentheses” that you can use to wrap your query parts and achieve the above. 

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fred
6 months ago
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melissahInspiring
asked in Kinetic & Epicor ERP

STRING_SPLIT error when trying to print a PO for international supplier

If you are not doing standard maintenance on your SQL server, you will run in to issues.  Here is what I usually recommend:Hourly (or as needed to support your recovery objectives): Transaction Log BackupsDaily - Full backups of all user databasesWeekly - DBCC check on all (user and system) databases, index defragmenting (see below), Update stats (see below), Clean up History, backup full, backup transaction log, remove old backup files, cycle SQL logs, run sp_blitz.Make sure you have backups stored locally as well as on a different machine/storage, and a copy offsite.  Look up “3-2-1 rule” for more information.If you need more information on any of this, let me know. Happy to help out.  CodaBears offers a managed IT/Managed ERP service to help with this.If you’re not familiar with the various Recovery Models in SQL and how they impact your backups, I wrote a paper on this and did a presentation at the IA User Group: http://digioh.com/em/20867/56106/3tbv9v4q2a Index defrag - I STRONGLY

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M
7 months ago
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rbenton
asked in Kinetic & Epicor ERP

BAQ split multiple emails

I haven’t tried these solutions in a BAQ, but I have used them in SQL directly to split a single column into multiple rows.https://stackoverflow.com/questions/5493510/turning-a-comma-separated-string-into-individual-rowshttps://www.saurabhmisra.dev/sql-server-convert-delimited-string-into-rows/https://stackoverflow.com/questions/11018076/splitting-delimited-values-in-a-sql-column-into-multiple-rows

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M
8 months ago
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garybKnown Participant
asked in Kinetic & Epicor ERP

Error with WIPReport Report Definition

If the error is always the same GUID at the end of RptParameter, then see if the GUID was hard-coded into the query for the dataset.  Perhaps someone was testing with a hard-coded RptParameter table and had the data archived for a year, now it has been purged out of the database and that GUID is no longer there.  You’ll see in the query how the GUID is normally appended to the table name on the other tables.  Do this for RptParameter and you should be good. 

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

Call for Topics for Sept 13, 2023 In Person meeting

So far no, but we do registrations after we send out the agenda.  I don’t think we’ve seen many folks from KS/NE at the local meeting in Chicagoland.

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

Call for Topics for Sept 13, 2023 In Person meeting

Because we need to know a headcount for catering, we ask people to register and notify them of the location at that time.  The meeting will be in the Chicago area.

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fred
9 months ago
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MTPPInspiring
asked in Kinetic & Epicor ERP

Data Collection: How do you track labor when system maintenance is happening?

Under options on the database the recovery options are Full, Bulk-Logged, or Simple.  With Simple you won’t have transaction logs to backup.  Only good if you only want to restore to the last full backup and not a point in time.  Bulk-Logged - don’t use this unless you know what you’re doing.  Full - preferred option for production databases so that you can restore to a point in time. This requires transaction log backups. None of those have to do with shrinking the database...other than you should do a backup before and after shrinking the database.The important thing with recovery options is knowing how they affect your backups and restores and that you have a DOCUMENTED plan for how to do the restores when you need it.  If you don’t know how to do the restore, when you are down is not the time to find out.I wrote a whitepaper on this: http://digioh.com/em/20867/56106/3tbv9v4q2aYou can DM me if you have questions.  Happy to help out.

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fred
9 months ago
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MTPPInspiring
asked in Kinetic & Epicor ERP

Data Collection: How do you track labor when system maintenance is happening?

EEK - DO NOT SHRINK YOUR DATABASE without knowing why it grew.  BAD, VERY BAD habit to get into.  Install patches will cause downtime when you apply the patch.  Again, do that on your test/other server or instance so you know how much time is needed and work to get it minimized as much as you can.  Also, you don’t have to apply patches every time they come out.  Only do it when the patch fixes something you need.  Regen - you should only have to do that when you add new fields to the database.  You shouldn’t be doing that much after go-live.  You can test how long the regen takes by doing that in pilot/test as well so you know the downtime.  Usually this takes 10-30 minutes.  There are people who do a regen without stopping the app pool so that people can continue to work.  I have several clients who do this, but I’ve been told by a reliable source that this is not a best practice and may cause issues.  You should always stop the app pool.You can direct message me and I can get you som

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fred
9 months ago
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MTPPInspiring
asked in Kinetic & Epicor ERP

Data Collection: How do you track labor when system maintenance is happening?

Depending on what is being done, SQL itself shouldn’t be down that long - an hour?  I’m usually able to apply updates to production machines fairly quickly.If you are experiencing long times due to server reboots, make sure you are using virtual machines.  These reboot much faster than physical machines and can save you a lot of time when doing updates.Recording on paper is a good fallback.  You may need this if you ever have a significant computer outage anyways.  Good to have the plan in place.  You can either enter these by hand into the system under Time & Expense, or you can DMT them in.  Depends on what would go faster in your situation.Also having test machines where you can apply the updates before production will give you an idea of how long the system will be down.  This way you can try to warn people of the outage window or schedule the outage for the “least used” time window.

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fred
9 months ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

Add Existing BAQ as a Subquery

Brief answer: nope.  You have to recreate it.  You might be able to have two BAQ windows open, highlight the tables in query designer and copy (Ctrl-c) from one and paste (ctrl-v) to the other. I’ve copied within the same BAQ to different subqueries , but I never tried from one BAQ to another BAQ.  

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T
11 months ago
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katiKnown Participant
asked in Kinetic & Epicor ERP

Credit Card Processing Fee?

You can create a misc charge for the processing fee.  One way to have this calculated automatically is by doing a BPM on the save that will recalculate the Misc Charge and update it accordingly.  Then you don’t have to worry about people forgetting to add it in.

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fred
1 year ago
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abutterKnown Participant
asked in Kinetic & Epicor ERP

Unique values from multiple results

Depending on what all is there, you can do a “distinct” to get distinct rows.  This is on the subquery options tab.

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A
1 year ago
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david.hiteKnown Participant
asked in Kinetic & Epicor ERP

Add gross weight to materials on Job Traveler

Normally I like my SQL to have a where clause, but since this is Epicor and it only puts the data into the tables needed for the report, you should be OK. Take that SQL statement and run it in SQL Management Studio.  Replace the " + Parameters!TableGuid.Value + " with the report filename (GUID) that is archived.  See if the error is in the SQL statement.  Management studio will give you good feedback if the issue is with the SQL statement.  If you get results back, then the issue is with the report.

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fred
1 year ago
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david.hiteKnown Participant
asked in Kinetic & Epicor ERP

Add gross weight to materials on Job Traveler

I’m going off the top of my head.  I think the subreport still uses the same data set.  As long as you get the data in the data definition, then it should be in the tables.  In the subreport, you’ll have to join to the Part table that is generated (meaning you have to modify the SQL statement in the subreport).To make sure you have the right data, generate a report and archive it for a day.  Look in the system monitor for the report filename/ID (it’ll be 32 characters).  Then go in to SQL and look for for a Part_<reportID> table.  That will have your part data.

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

Next meeting is April 19, 2023 - IN PERSON

You must register for the event by emailing kay@ocdabears.com or calling 630-672-7688 since space is limited and we have to coordinate food.  The location is in Chicagoland and the specific address is given during registration.

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fred
1 year ago
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