Replies posted by graemer

32 Replies

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DarrinParticipating Frequently
asked in Americas - Winnipeg

What happend to the local EUG

The pandemic pretty well knocked the wind out the Winnipeg user group.  While there are a number of companies there was little support within Winnipeg after original group stepped back.I am interested in participating, now that I have relocated to Winnipeg, but i am down south after October until April.  Graeme

3
J
7 months ago
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michael.mauriceNew Participant
asked in Kinetic & Epicor ERP

Kinetic application studio components and documentation

Michael;The lack of a technical guide for Kinetic has been an issue for a while on EpiUsers and Epicor responded by building downloadable manuals.  They are contained within the online help for Kinetic.I downloaded the one for Application Studio yesterday and notice there is a property list for the combo box with different applications.  Surprisingly, there is no example linking to the UserCodes that I could see.  Given how accommodating the Epicor Help group has been I would think they would consider adding this in the future if you suggested it.I am just in the research stage of learning how to migrate to Kinetic from Classic so I can’t really tell you how to do this.Regards,Graeme 

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1 year ago
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Anonymous
asked in Kinetic & Epicor ERP

XL Connect 7 and Kinetic 2022 compatibility

We are on XLC5 and have the same concern. Recently, Microsoft released a windows update that required all our staff to reinstall to eliminate the error. We are planning to move from 10.2.700 to 2022.1 by Fall and I want to avoid yet another complication.

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1 year ago
daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

Loading Jobs via DMT (Old system to new system)

What kind of volume are you talking about?  We put a big effort into completing most jobs prior to our conversion day.  The few that remained open we just entered manually.  The finance and materials people will be involved to make sure the balances match the old system.We did what Jenn describes with conversion materials but these will need to be balanced to the old system.I would caution against DMT because this is not an IT process but a business process.  Use DMT for some of the supporting data but the core jobs have a significant amount of data that will be created different from your old system.In my experience, this gives the production people an opportunity to gain some ownership of these key records as well.

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mwilson
1 year ago
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kstinnettInspiring
asked in Kinetic & Epicor ERP

Tablets (Handhelds) Epicor MES

There have been multiple posts on this but the rollout of Kinetic could change what you choose.  We are on prem and selected simple Z83 micro machines attached to the back of a monitor back In 2017. These are running Windows home which makes them a little difficult to manage. Had a skilled person write a script to do an auto-install based on a spreadsheet of the list of users which works well.The manufacturer now only has Windows Pro and larger SSD drives (updates have trouble installing on the current 32gb ones) which I am considering upgrading to.Kinetic allows a fully web based MES workstation so the choice is wide open now. You still want something simple that the shop people only need to reboot/reset if they get into trouble. Our MES stations link to a terminal server which does make things simpler but there are still lots of moving parts that can break.I am considering switching our MES stations to use the existing Kiosk mode with Edge and I would be interested to hear about anyo

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D
1 year ago
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Andrew McCloskeyNew Participant
asked in Kinetic & Epicor ERP

Aged Receivables visibility on Dashboard

Andrew;depends on the interface. For classic you can make a dashboard pop up automatically. For the active homepage you can leverage EDD and build a dashboard as part of the users desktop. I think there are a few AR charts and tables already built for this purpose.

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1 year ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

2022.1 Cloud Upgrade - Broke CADLink from Epicor Partner QBuild

Todd;Sorry I can’t offer any assistance but this is helpful to know.  We use CADlink for our on-premise system which I hope to start testing with 2022.1.3 when it is released.For what it is worth, we have found QBuild to be very responsive. This is clearly the case that depending on Epicor to inform 3rd parties and verify compatibility should be confirmed. Do you have a process to test CADLink in your pilot cloud environment?  I have found this to be a major pain as you have to break your production environment to point the client to another environment. We also have this issue with our XL Connect interface.

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1 year ago
daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

ICE User Guides Kinetic UI

Daniel;I brought this up on a user group session with Amy Morton and they seem to think that online is all people need going forward.  I can understand the reduction in maintenance effort for the manuals but I am one of those people that enjoys going cover to cover on a subject.  My main explanation is that “I don’t know what I don’t know”! Endlessly clicking through online help is tedious and is really only helpful when you already have an idea what you need. IMHO

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2 years ago
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abutterKnown Participant
asked in Kinetic & Epicor ERP

Lock MOH field

I would also agree with Jay’s idea. We had people updating payment terms on sales orders and over riding what the customer master copied in. The field security did the trick. It is a little complex to setup so try it in your test environment first.my only complaint is reporting on it. Took me some work a couple years later to see my settings so some kind of report or BAQ would help.

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2 years ago
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robmcdonaldNew Participant
asked in Kinetic & Epicor ERP

Check printer for Epicor

We are using and old hp laser jet as well. I have a duplicate unit as a spare in my system room.you may also consider the MICR support now available to avoid custom cheque forms.we have been transitioning so many vendors to EFT that cheques are less of an issue.

4
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2 years ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

Conditional epiShape via Wizard

Todd;for your BPM, you could condition it based on configuration values in the company or site table. When they fill those in, then the BPM doesn’t fire. The more involved route would be to put a specific UD field on the com0any control table that conditions the BPM. your client appears to not appreciate the value of BPMs so maybe just some detailed documentation might help to allay their fears. 

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2 years ago
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john.chinNew Participant
asked in Kinetic & Epicor ERP

Restrict Access to Customer Maintenance to just "Ship to" tab

Another option is to build an updatable dashboard.  My understanding is that this is available in Kinetic as well.  Once you build that then you can use menu security to control who can update that part of the customer master.

5
A
2 years ago
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

Lineset (Line Set) Processing in Epicor

Monty;Couldn’t you leverage the serial number functionality and auto assign a serial to each part?  Store the first serial for the job in a header UD field and when you generate your label you could subtract that from the serial to get your set number?The challenge would be if the same part would be in production in two different jobs at the same time.   This would mix the number between two jobs.Regards,Graeme

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mwilson
2 years ago
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Anonymous
asked in Kinetic & Epicor ERP

Updatable BAQ field which limits number of records its pulling from

My initial thought would be some way to shove the value of the customer number into the context and then change the BAQ to reference this.  Might require a customization.

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2 years ago
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melissahInspiring
asked in Kinetic & Epicor ERP

Help Menu Access for all users

KNowledge base article is KB0106354 (the trick to use these links is to login to Epicare and THEN click on the link.)

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

Set QOH to 1

Monty raises a good point.  There are help documents from the Epicor Care site on how to create a selective count for the parts you want.  This is something that could be done by operations staff rather than IT.  The one downside for the count process is that it is by part and not location so if these same parts exist in another location then this will require more counts than needed. 

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2 years ago
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matthew.stimpsonInspiring
asked in Kinetic & Epicor ERP

Cannot see completed cycle counts in count cycle maintenance

Matthew;I am not aware of any of our locations running this report.  I did an experiment in our Pilot system and this report is available as a process and could be added to the menu but no selection screen is available.  You could replicate this as a BAQ report and then you would have complete control over how this prints and when.Did you contact support on this?  They may have some suggestions that would help.

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2 years ago
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matthew.stimpsonInspiring
asked in Kinetic & Epicor ERP

Cannot see completed cycle counts in count cycle maintenance

Mathew;I would be concerned on your process for entering and posting the counts.  Do you see the counts in the Cycle Count tracker?I would suggest putting in an Epicor ticket on this in case there is some data corruption that is causing this. The analysts that I have spoken to are quite familiar with the counting process and can identify your issues.

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2 years ago
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bkyleInspiring
posted in Kinetic & Epicor ERP

ADP for payroll ??

We bought the Epicor module for ADP when we purchased in 2017.  We really only have one of our sites using the interface with the rest being uploaded to ADP manually.  We discovered that the interface is specific by company and not by site.  We have union agreements by site so the codes, holidays, etc. need to be specific by site.We are working on nailing down the issues so we can initiate a change request to Epicor.

5
nmueller
2 years ago
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abutterKnown Participant
asked in Kinetic & Epicor ERP

Fiscal year cycle count

When we setup Cycle counting I create a count schedule for each fiscal quarter.  The advantage of this was that we run a parts inventory so parts could be removed and new ones added every quarter.  If you set the schedule annually then these part changes are not accounted for until the new year.To answer your question, our first quarter happens in one calendar year and the remaining in the next year.  This allows us to code the Cycle Schedule records to the two different years.In thinking about this, I should make a suggestion to use the fiscal calendar for the count schedule rather than the regular calendar.

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2 years ago
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Anonymous
asked in Kinetic & Epicor ERP

Setting Part as 'Global' programatically (ERP Rest Api, Functions, etc)

Martyn; thanks for bringing this up. When I first saw the multi company process I thought our staff would be screaming for some kind of automation. At the time I was challenged to do that because of how new I was to Epicor and the other priorities in our implementation.after 6 months or so, our staff seemed to be fine with the linking part. I even asked our AR person last week if this could be improved and she was fine. I think you should confirm that your staff really want this automation first. I know we have some fields defined in the global table that do not get updated in our other company so the staff want to set it for that company. Sounds like you are early in your journey so this could happen over time.we always had issues with extending our parts in our SAP system to multiple plants so we standardized on having every part copied to every plant. If you are looking at automation then this will be something to consider.with the additional objects available in 10.2 in BPMs I was

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2 years ago
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Anonymous
asked in Kinetic & Epicor ERP

Database Purge and Summarize in Epicor 10. Thoughts?

Thanks for the posts here.  We have not run this but are considering it.  We went live in 2017 so we are getting to the point that the oldest 2 years are not really valuable.One thing I have done is repurposed the default SSMS task to generate a report of our largest tables in our production database and output via e-mail a report each month. This alerted me that ABTwork was growing abnormally.  I had to get a data fix from support to take this down.  I think there are others that grow with no real valuable data.  Finding these and purging them is an easy win to bring down the database size.

5
A
2 years ago
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BenitaNew Participant
asked in Kinetic & Epicor ERP

Multi-Company Direct task

We are on 10.2.700.5 and run every 5 minutes.  I have a love hate relationship with this.  Most of the time transactions get stuck because someone thought they could add a new payment term or other reference entry in one company but not another.  When the bridge runs then the transaction gets stuck.  It really bugs me that this process is sequential so all transactions are stuck because of one bad one.We had to setup SQL queries to alert us if  a record in IntQueIn was stuck.Last situation I had (of course, while on holidays) was someone entered a strange character (0x03) into a purchasing comment in the parts table. This only created errors in the multi-company log and did not even get far enough to create records in IntQueIn to alert me.Working with support I had to do a SQL Update (don’t try this at home) to eliminate the character in the Part table AND IMPart.Epicor has done a nice job in recent releases to automatically keep the MRP log a reasonable size but the Multi-company log

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2 years ago
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jsiiiKnown Participant
asked in Kinetic & Epicor ERP

Can I run a specific dashboard when a particular use logs in?

You can enter a specific menu ID into a profile and/or you can also define a dashboard to execute for a user on automatic logon.  Depends on what you require,Regards,Graeme

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2 years ago
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rnguyenParticipating Frequently
asked in Kinetic & Epicor ERP

The best fitted QMS for Epicor

R.As Bill said, knowing your requirements is key here.  Epicor would love to sell you a system with every feature under the sun!  :-)We have the Enhanced Quality module which allows the inspections to incorporate configurator screens.  This has allowed us to develop (with outside help) signatures on our QA forms as well as PDF generation.I would be happy to discuss if that would help your SMEs nail down their requirements. Regards, Graeme

3
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2 years ago
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