Replies posted by glenn.owers

111 Replies

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cdobbNew Participant
asked in Americas - Michigan, Indiana

Sales and Use Tax

I believe the tax calculation require a couple of items to properly work.One is the configuration within the Company Configuration as per @chopkins On the Supplier, there are a Tax Liability and a Tax Authority field.  The Tax Authority field has to be populated with a definition for the %’age of tax to calculate.  Most of the time, taxes are calculated based on the Supplier/Vendor set-up.Hope this helps.

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

Inactive Inventory

Epicor has a Slow Moving Inventory report and a Stock Aging report that will provide you with the Item, quantity, and value of the inventory.

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G
1 month ago
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taustin@mpmplastics.comNew Participant
asked in Americas - Wisconsin

Duplicate parts on BAQ

Have you verified the Part record, the flag is actually checked on only one of the revisions as Approved or are both revisions Approved?Epicor allows for multiple revisions to be approved and active, but a job will select the most recent revision to build, which means you can override the revision to an older version, if desired. 

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B
2 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

What Makes PO Suggestions Not Be Deleted By Regenerative?

Monty,We had an issue with Closed jobs still generating PO Suggestions.  My Case No. CS0004013614.​​​​​​, and you can reference it with EpiCare, if you need to.The resolution for this issue was a FIX program from Epicor to remove records from the PartDtl table.  Here is some of the response from Support:DATA FIX FOR CHANGE REQUEST 32546MPS - - PM Suggestions Showing for Parts on Jobs that are closedFX_Del_PartDtl_JobClosed.dfFix to Delete PartDtl for Closed jobs.Required Input: Company JobNum PartNum TABLE(S), FIELD(S) AND/OR OBJECT(S) AFFECTED: Table.Field Chg Type Comments PartDtl DeleteFixes Object Name FX_Del_PartDtl_JobClosed.dfHOW TO RUN THE FIX PROGRAM: Please read the attached Word Document "Running Epicor Data Fix Programs.doc" for complete instructions on installing and running Epicor fix programs. VERSION: 2021.2.26 

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2 months ago
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mcabb@psi-ga.comNew Participant
asked in Kinetic & Epicor ERP

Moving inventory in-between operations to warehouse

Do you have a logical step at which you can “interupt” the manufacturing process? We are just starting to break up our manufacturing process, creating sub-assembly items, which we place into inventory.  When required, we pull those items from inventory and move them through the remainder of the manufacturing process.  Everything we manufacture is serialized, and Epicor assigns the Serial number at the beginning of the manufacturing process. If you create Sub-Assemblies, at the end of the job, can you assign the Lot number to the items?When you move these sub-assemblies to the next step in the manufacturing process, you would issue the material to a new job, thus you will see where the Lot Number was used.  If you need to assign a new Lot Number at the end of the full manufacturing process, you should be able to.

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djo
4 months ago
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glenn.owersBrainy
asked in Kinetic & Epicor ERP

Overview of Manufacturing Variance - Can anyone help??

Thanks Michelle for the insight.If I understand correctly, if we had a job that started in 2021 for a Production Quantity of 5, and 4 of the items were received to stock in 2021, the variance would be calculated based on 2021 costs for those 4 receipts from manufacturing.If we worked on the final item of the job in 2022 & 2023, the labour and material costs against the job would be a mixture of the costs in 2022 & 2023, depending on:labour only or labour and materialTherefore the variance would be mixture of costs and would not easily be tied back to the variance amount without investigation as to the amount of labour and material, and when they were added to the job.I will need to explain this to the management team, so I want to have a clear understanding of what is happening behind the scences.

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M
2 months ago
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Luke RogersKnown Participant
asked in EMEA - UK

Make Direct Vs Make to Stock Problems

Good day Luke,We use both methods of jobs.We use Make to Order for our repair group.  We have to send a quote to the customer prior to performing any work to repair the device.  Linking the Sales Order to the job, allows us to track the status of the order and follow-up when we do not receive a response from the customer.We use Make to Stock for our OEM items.  We keep a very small quantity of inventory on-hand, and for the most part, we ship the manufactured item almost immediately.MRP uses the Sales Order and an entered forecast, to work its magic and tell us what the production schedule looks like.  I don’t know if our operations team uses the fulfillment workbench or not, so I do not know what data it shows or how useful it is to us.  I do know the supply chain team uses Time Phase quite a bit, and it shows OEM inventory being allocated to sales orders.Not sure if this answers your questions or not, but I can provide more information, if you need it. 

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L
6 months ago
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kgilchristKnown Participant
asked in Americas - Ohio - Columbus & Cincinnati

Updateable BAQ to Complete and Close Jobs

Have you verified there are:No Unapproved labour for the job you are trying to Close? All serial numbers are correct within the job you are trying to Close? The Run Quantity received from manufacturing is equal to the Production quantity? The final operation step is marked as Complete? Any one of these, will not allow a job to close, even if the job is marked as Complete.If you attempt to Close the job using the Job Completion/Closing menu option, an issues with the job will be displayed to you.  You can use the same menu item to re-open the job, by unchecking the Complete / Closed checkboxes.

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K
7 months ago
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glenn.owersBrainy
asked in Kinetic & Epicor ERP

Sub-Contract Operation -Auto create an A/P Credit Memo

Found the Epicor Hierarchy of Inventory Transactions document and there are no G/L transactions created by the Mfg-Ven inventory transaction, so this would have to be a Customization.Thank you.

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8 months ago
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MTPPInspiring
asked in Kinetic & Epicor ERP

How to define a shift for specific days?

We have calendars set up for Shift 1, Shift 2.  Shift 1 is from 7-4 M-F, and Shift 2 is from 4pm-1am M-F. Then we have 3 Resource Groups, Manufacturing, Test-Days, Test-Nights.  We link the Shift 1 calendar to the Manufacturing & Test-Days resource groups. Shift 2 calendar is linked to the Test-Nights Resource Group.  We allocate our employees to each Resource Group, thus inheiriting the appropriate calendar associated with the Resource Group.  The calendar on the Employee record over-rides any group calendar the employee would inherit, being part of a Resource Group.If I may recommend, you set up 4 calendars, 5x8, 4x10, 3x12, 2x10.  Create Resource Groups for each of the 4 calendars.  Add your employee’s to whichever Resource group they align too, using their work hours.  If you have employees that are outside of these standard hours, you can create a specific calendar for them on the Employee record, or create different Resource groups, adding / deleting the employees’ as needed.

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10 months ago
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MTPPInspiring
asked in Kinetic & Epicor ERP

How to define a shift for specific days?

We just completed a 4-hour training sesson on Scheduling, and were told the default calendar in Site Maintenance should contain all of your working hours, for all shifts, and days.  In your example, you have 4x10, 3x12, 5x8, and 2x10.  So your overall company Production calendar would have overlaying work hours. Easy one is 5x8, so you would have Monday = 9,10,11,12,1,2,3,4,5 all checked.  Same for Tuesday, Wednesday, Thursday, Friday.4x10, you would simply check the additional 2 hours for the 4 days that shift works.3x12, you would check the additional hours for the 3 days that shift works.2x10, you would chedk the additional hours for the 2 days that shift works.This configuration allows the Production Scheduling logic to see your total work hours per day.  It does not care what shift people are on at this point.You have specific Resource Calendars to tie a Resource to working days and hours of work.  This will allow the Production Scheduling logic to assign the resource to an activi

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G
10 months ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

memo functionality

Not sure I understand what you are trying to capture @lairdl ?We have dashboards that utilize BAQ’s to determine if the receipt is Early, On-Time, or Late based on comparing the Receipt Date to the Promise Date of the PO line.  If the number of days between the Receipt Date and PO Line Promise Date are greater than or less than 3 days from the promise date, we classify that shipment as being On-Time.  Outside of that +/- 3 day window, the shipment is either Early or Late.Placing a Memo field onto the Receipt Entry screen, would that provide the information you require to perform you measurements?  Would the receiving person know why the shipment is early or late?

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10 months ago
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Jack.PennypackerInspiring
asked in Kinetic & Epicor ERP

BPM question

We do not perform a check on the PO tables, but we use the following code for releasing a job to our manufacturing group.  Modifying to use the PO tables, instead of the JobHead table, so not be complicated: foreach(var jhed in (from jhedrow in ttJobHead    where (string.Equals(jhedrow.RowMod, IceRow.ROWSTATE_UPDATED, StringComparison.OrdinalIgnoreCase) || string.Equals(jhedrow.RowMod, IceRow.ROWSTATE_ADDED, StringComparison.OrdinalIgnoreCase))  select jhedrow ))  {    foreach( var part in (from partrow in Db.Part      where (jhed.Company == partrow.Company && jhed.PartNum == partrow.PartNum)      select partrow))      {        foreach( var pcst in (from pcstrow in Db.PartCost        where (jhed.PartNum == pcstrow.PartNum && pcstrow.CostID == "1")        select pcstrow))        {          if (jhed.JobReleased == true) /*Job is being Released*/          {            if (part.ClassID != "REP") /*Part is not a Repair Part*/            {              jhed.LockQty = true ; /

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tshoemaker
10 months ago
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dale.lambdinNew Participant
asked in Kinetic & Epicor ERP

Gallon To Kilogram Conversion

We do not use UOM conversion, as we work with electronic parts, but I did find the UOM Class as a menu item on the Material Mgmt, Inventory Mgmt, Setup menu.  The help text states you set up a conversion factor here.  The Epicor example uses eachs in a case, but I did find a Gallons to Kilograms converter which uses the following formula:Kilograms = gallons x (item weight of 1 gallon) x density in g/mlTherefore your conversion factor would be the item weight of 1 gallon x density in g/ml.Not sure if this will help or not, but it might give you some ideas. 

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M
11 months ago
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Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

Looking for way to either inactivate or delete some Reason Codes

Thanks @MontyWilson .We have been looking for a way to “Inactivate” Reason Codes for a while.  I had not thought to change the description to z Something to send those items to the bottom of the selection list.Glenn

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11 months ago
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Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

Help on a BAQ to get the Total QTY received on an Open PO by part number.

@Jack.Pennypacker ,The PO Release table (PORel) contains the fields PORel.RelQty (Supplier Qty) and PORel.ReceivedQty (Received Qty).  A quick calculation PORel.RelQty - PORel.ReceivedQty, will give you the outstanding quantity for each Release Line.

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slepley
11 months ago
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abutterKnown Participant
asked in Kinetic & Epicor ERP

Unique values from multiple results

If you need to summarize all the items sold for a given day, either quantity and/of dollars, you can create a Subquery (type InnerSubQuery) that will summarize the sales quantity by item and the sales dollars by item.You can then use this SubQuery as input to your Top-level query (it becomes another table you can link too) in the Top-level query.I’ve used this technique to summarize data and then bring in the summarized data to be displayed in my Top-level query.  Gets rid of all the extra data you may not need.

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

Set Payroll Date in Labor Entry

You should be able to use a Method Directive BPM to accomplish this.  It would be on the LaborDtl table and be set up as a Post_Proc directive on the GetNewLaborDtl method.

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1 year ago
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Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

How to get the non-kenetic screens to open as default, or fix so preference is the non-kenetic screens

On the Home Page, select Settings, then under General Options, select Preferences.You will be presented with the following screen:In the Form to Use dropdown, you have 3 options: Classic, Kinetic, User Choice.  If you only want the user to see the Classic screens, have them select Classic.

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1 year ago
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glenn.owersBrainy
asked in Kinetic & Epicor ERP

What is the Shelf Life field on the Part record used for?

@djonason This is the response I got from Epicor Technical Support:Shelf Life is found in Part Maintenance. Help on this does not give any indication of what this field is used for.This field only works when you utilize lot tracking for a part. It is used to set the default Expiration Date when a new lot is created for a part. When you set a value into this field, and create a new lot, the logic that is followed for the Expiration Date is:Date of Lot Creation + Shelf Life (days) = Expiration DateSo, for example, if a part has a shelf life of 7 days, and I create a new lot on 1/1/2009, the expiration date for the new lot will be 1/8/2009.The Expiration Date field in Lot Number Entry is for reference only. It is not utilized by other areas of the software except for display purposes.The customer can create a custom report that shows lots that expire on a given date, but there is no "canned" report for this. 

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D
1 year ago
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mwattersonParticipating Frequently
asked in EMEA - UK

BPM to stop over-receiving a PO

We have a method directive set-up to perform the check and display an error message if you attempt to over-receive a PO Line / Release: 

3
M
1 year ago
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kathykNew Participant
asked in Americas - Wisconsin

Scheduling WIP jobs to be on the same operation

Can you make Part B, the Tensile Bar, a sub-assembly to Part A?  Then schedule the sub-assembly to meet Part A at the furnace?Another option might be a Make to Job demand scenario, where the Tensile Bar is created in a Job, that needs to be completed, as this Job (Tensile Bar) is material to the Part A job, and both pieces are required at the same operation step?

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K
1 year ago
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wzalewskiInspiring
asked in Americas - New York City & New Jersey

Date format when printing to CSV

Wes,Looks like you need to copy the correct formula all the way down through the spreadsheet.  The formula may have been changed by someone, that thought the month and day columns were reversed in an earlier version of the spreadsheet.

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W
1 year ago
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jonathon.kennettNew Participant
posted in Kinetic & Epicor ERP

Unit/Integration testing software

You need to identify your critical business processes and use that a a base for integration testing.  For example, if you are a distributor, and your Order to Cash process is a critical process, document the current process, including any external system linkages.  Apply this documented process to the Epicor process of Order to Cash and compare the outcome.  If Epicor does not provide the same answer as your current process, investigate and document where the Epicor process brokedown and what is required to correct it.Repeat until the outcome from your current process equals the outcome of the Epicor process.  Be aware you may have redundent steps in your current process that are not required by the Epicor process, but the end results should be the same.

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1 year ago
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lalbinNew Participant
asked in Americas - Michigan, Indiana

Due date vs promise date

I have a couple of KB articles that may also help.From Epicor, “If no promise date exists for the PO Release line, Epicor will use the assigned Due Date for comparison.”KB0066300 - Daily Buyer Workbench Processing (only available with a Supplier Relationship Mgmt. license)This article indicates the Buyer Workbench uses the Promise Date to determine if the PO Line is Late.KB0113261 - Supplier Due Date HorizonThis article indicates the Promise Date from the PO Release is used, along with the Due Date Horizon on the Part record.

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G
1 year ago
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