Replies posted by garyb

22 Replies

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garybKnown Participant
asked in Kinetic & Epicor ERP

Part Costing

thank you.  T

3
G
3 years ago
G
garybKnown Participant
asked in Kinetic & Epicor ERP

SSRS Report - Invoice Number To Header

Greetings Ken,I have the report body setup exactly that way -- group on invoice number, breaking between each instance.  The problem is SSRS does not allow the Global!PageNumber to be in the body of the report.  It returns an error indicating such when I try to run the report to view data.

7
G
2 years ago
G
garybKnown Participant
asked in Kinetic & Epicor ERP

SSRS Report - Invoice Number To Header

Looking at the base ARForm more closely, there is a grouping “pageNumber” which uses the following to group on:=IIF(Fields!Calc_NumRecordPerPage.Value<>0,Ceiling(Fields!InvoiceLine.Value / Fields!Calc_NumRecordPerPage.Value),1)I have the Calc_NumRecordPerPage field in my output table, but it has a value of 0 for each invoice.  Anyone know how this value is calculated?

7
G
2 years ago
G
garybKnown Participant
asked in Kinetic & Epicor ERP

SSRS Report - Invoice Number To Header

@kfierce - I basically created a new ARForm SSRS report file. I eliminated the page header and how it was formatted and the way it was trying to grab the values from the report data.Instead, the form does not have a page header section.  In the SSRS tablix/matrix, I basically put all the necessary info in the group header at the top level group (invoice number), and then formatted the rows for the group header to print on each page.  I have the page breaks set on the top level group to be between each instance, and then have the ResetPageNumber set to true.  I then moved the page number to the page footer.  This made more sense to me than they way the original ARForm was working.This seems to be working out as since I made these adjustments we’ve only had one instance of an invoice not formatting correctly recently, which I need to figure out, but it doesn’t have to do with the data in the ‘header’ section.Hope this helps answer your question.

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G
2 years ago
G
garybKnown Participant
posted in Kinetic & Epicor ERP

Finding AR Balance Report Details

Thanks Thierry. I have done what you suggested.  The issue we have is what to do when the customer makes a partial/short payment against an invoice.  As far as I know, when you apply the cash payment you cannot specify which lines the payment is for, let alone knowing what lines the customer is paying.For example, an invoice has a total of 70500 and has one cash application of 70000, which leaves a 500 balance.  We do not know what lines are still unpaid, and we are not giving the rebate for lines already paid for.I think this may be the case of telling AR that it’s not possible to know which lines are left to be paid.Thanks again for your suggestion. 

5
T
2 years ago
G
garybKnown Participant
posted in Kinetic & Epicor ERP

Finding AR Balance Report Details

Thanks.  We’d do that if we could get our customers to specify which lines are being paid.  😃  They just supply the invoice number (or multiple invoice numbers) with the payment. I will probably just give a list of the lines for all open invoices and let AR do the rest how they want.

5
T
2 years ago
G
garybKnown Participant
asked in Kinetic & Epicor ERP

Refresh Existing Job Burden Rates

Thanks Glenn.  We don’t have any labor records on these jobs since they are not yet released so that shouldn’t be an issue.DMT is the way to go then.Thanks.

5
G
1 year ago
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garybKnown Participant
asked in Americas - Pacific Northwest - ID, OR, WA

Refresh Burden Rates on Existing Jobs

Thanks for the info.When we did labor entry after I updated the new rates, it did pick up the new rate from the resource.  I wasn’t quite sure it did, but I had my suspicions that it would.In any case, things are good.  Now accounting just has to do journal entries for labor already reported against the old rate.

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

Refresh Existing Job Burden Rates

I updated the rates using DMT, so unrleased jobs showed correct.  As we changed the new burden rates, they were picked up with the next labor entry batch from the resource.Things are good now.  Just need to do the journal entries to correct the department buckets. 

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

LaborDtl Storing JCDept on Indirect Labor

In the example I gave, the employee was on funeral leave for those days.  Therefore they did not do any work on any resource since they weren’t here. We report funeral leave, sick time, vacation time, etc. as an indirect expense.My somewhat-confusion comes from the fact that only 1 of 3 entries has a JCDept assigned, and they were all entered the same way in Labor Entry.

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

Beginning Inventory Balances Day 1 of Prior Month

The Stock Status Report is ideally the value we need to get.  The catch is users are looking for a report that starts with that number, and then accounts for all MFG-STK and STK-CUS transactions. They are trying to determine , of the parts that were manufactured in a month, how much is left today, with the knowledge that anything sold comes out of older inventory first.

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

Beginning Inventory Balances Day 1 of Prior Month

mwood, what are you using as your SSRS dataset to get the ins and outs of inventory using part transaction history tracker ?  Just the PartTran table? 

10
M
1 year ago
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garybKnown Participant
asked in Kinetic & Epicor ERP

Checking For Field Value in Customer Group From Invoice Entry

Thanks Fred.  After looking at E10 functionality, it looks like e-invoicing is going to match what we need to do.  However I cannot get that totally working.  See my newest post on e-invoices if you’d like.

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

Sending E-Invoices

I figured it out and is working.  I missed a setting.

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

Sending E-Invoices

@kskipper, sure….This is for E10, so not sure if it’s different in Kenetic.I had set everything up according to the steps in Epicor.   The setting that I changed was in Company Configuration/Attachments for Default Document. Ours was set at Attachment Link.  I changed it to File System Document, and then it generated the PDF file in the location I set up for Modules/Finance/Accounts Receivable/E-Invoice in Company Configuration, and then the Send Email worked fine.

4
mwilson
1 year ago
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garybKnown Participant
asked in Americas - Pacific Northwest - ID, OR, WA

Set Payroll Date in Labor Entry

Thank you.  I always forget about Method Directives.

2
G
1 year ago
G
garybKnown Participant
asked in Kinetic & Epicor ERP

Error with WIPReport Report Definition

That’s what I looked at as well.  The query still contains the _" + Parameters!TableGuid.Value  for all the tables.Epicor doesn’t even create the tables.  I’ve watch the SSRS database and no addition TWip_ tables are created except for when I run the standard report.I’ve had instances where the rdl file was not correct, but Epicor was still creating the data for it.

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9 months ago
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garybKnown Participant
asked in Kinetic & Epicor ERP

Application Server not holding SSL Cert

Never mind.  I was able to get it working.  I did not have the bindings configured on the IIS side.

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5 months ago
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garybKnown Participant
asked in Kinetic & Epicor ERP

Costing in DMR

Hi Wayne,We receive all product into stock so those parts you saw were shipped from stock.  The DMR transactions were the first transactions on this job.  The job prod qty is 200.There were labor transactions prior to the scrap.  Below are all the labor transactions for this job: 

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2 months ago
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garybKnown Participant
asked in Kinetic & Epicor ERP

Inactive Inventory

Doug,Thank you. I just had a hard time knowing where to start.I think this is going to work for what we need, with just a couple of modifications. 

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G
2 months ago
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DurrNew Participant
asked in Americas - Pacific Northwest - ID, OR, WA

PO removed the release code

@pjackson , yes we tried that.  (I work at the same company)The PO was copied from an existing PO, and that PO was attached to a project and job.  When the PO was copied, it brought over the same project number but changed the type to Other instead of Job Material.  I’ve duplicated this scenario and cannot remove the project and open up the GL field to make the entry.Also, reopening the existing release only enables one field, which I assume is due to it being received and paid.

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G
1 day ago
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DurrNew Participant
asked in Americas - Pacific Northwest - ID, OR, WA

PO removed the release code

Just to update, Epicor support provided us a fix.  The record needed was not present in the TranGLC table which the fix added the record.The GL is now balanced.

5
G
1 day ago
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