Replies posted by Jack.Pennypacker

24 Replies

J
Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

BAQ-Recursive BAQ for a Costed BOM report

I will give this a try and see if I can make this work.

2
J
1 month ago
J
Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

help creating query/dashboard for getting the date for the first part transaction in parttran

Okay I got this to work here is what I did: with [SubQuery1] as (select   [PartTran].[PartNum] as [PartTran_PartNum],  [PartTran].[TranType] as [PartTran_TranType],  [PartTran].[TranDate] as [PartTran_TranDate],  [Part].[TypeCode] as [Part_TypeCode],  (case      when Row_Number() OVER (Partition BY Part.PartNum ORDER BY PartTran.TranDate)=1     then 'YES'      else 'NO'  end) as [Calculated_Found]from Erp.PartTran as PartTraninner join Erp.Part as Part on   PartTran.Company = Part.Company  and PartTran.PartNum = Part.PartNum  and ( Part.InActive = False  )where (PartTran.TranType = 'PUR-STK'  or PartTran.TranType = 'STK-MTL'  or PartTran.TranType = 'MFG-STK'))select   [SubQuery1].[PartTran_PartNum] as [PartTran_PartNum],  [SubQuery1].[PartTran_TranDate] as [PartTran_TranDate],  [SubQuery1].[PartTran_TranType] as [PartTran_TranType],  [SubQuery1].[Part_TypeCode] as [Part_TypeCode]from  SubQuery1  as SubQuery1where (SubQuery1.Calculated_Found = 'YES') This works great, wouldn’t of resolv

8
J
2 months ago
J
Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

help creating query/dashboard for getting the date for the first part transaction in parttran

I like what you have there, but confused on how to apply it to what I need.    So For all active parts in out PART table, we want to get the earliest date for either the STK-MTL or PUR-STK transaction ( in the PartTran table , where the TranType is either the STK-MTL or PUR-STK.  I need to get that date and which TranType that is. I will try a few things but if you have a suggestion I would greatly appreciate that.   

8
J
2 months ago
J
Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

help creating query/dashboard for getting the date for the first part transaction in parttran

I fired up our test version ( older data ) and the query runs fine there.   So it has to be either a condition in the data that is causing the query to run in a circle and then timing out.     So in looking at the query, thinking what happens if one of the parts in the Part Table, doesn’t have a transaction at all with a “STK-MTL or PUR-STK” for that part.    If it doesn’t find at least one what happens?    I can see that if it doesn’t find one in the parttran PREV copy it has a way out, as it looks for a NULL and then ends for that part.  Wondering if that is the case.Not sure what else would cause it to error out.   Or how to figure that out. 

8
J
2 months ago
J
Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

help creating query/dashboard for getting the date for the first part transaction in parttran

It is timing out and coming back with nothing.     It worked last month, and nothing has changed with the Query, and no new updates to Epicor, so I am wondering if it is a data issue.    I am going to look at  the process and make sure there isn’t a loop created if it doesn’t find anything in the Parttran table for apart added in the part table.   So if there are no transactions on a part for transaction type PUR-STK, MLT-STK, or STK-CUS, what does it do?

8
J
2 months ago
J
Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

How to add a field to a screen - Part Entry>REv>List screen?

This was resolved months ago, sorry forgot to change that here.

2
J
2 months ago
J
Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

help creating query/dashboard for getting the date for the first part transaction in parttran

Here is what I have for the query: select   [PartTran].[SysDate] as [PartTran_SysDate],  [PartTran].[SysTime] as [PartTran_SysTime],  [PartTran].[PartNum] as [PartTran_PartNum],  [PartTran].[WareHouseCode] as [PartTran_WareHouseCode],  [PartTran].[BinNum] as [PartTran_BinNum],  [PartTran].[TranQty] as [PartTran_TranQty],  [PartTranPrev].[TranNum] as [PartTranPrev_TranNum],  ((case when  (PartTranPrev.TranNum ) is null then 1 else 0 end)) as [Calculated_NullPrev],  [PartTran].[TranType] as [PartTran_TranType],  [Part].[TypeCode] as [Part_TypeCode],  [Part].[ClassID] as [Part_ClassID],  [PartClass].[Description] as [PartClass_Description]from Erp.Part as Partinner join Erp.PartTran as PartTran on   Part.Company = PartTran.Company  and Part.PartNum = PartTran.PartNum  and ( PartTran.TranType = 'STK-MTL'  or PartTran.TranType = 'PUR-STK'  )left outer join Erp.PartTran as PartTranPrev on   PartTranPrev.Company = PartTran.Company  and PartTranPrev.PartNum = PartTran.PartNum  and PartTranPrev

8
J
2 months ago
G
glenn.owersBrainy
asked in Kinetic & Epicor ERP

Job Tracker Serial Number Retrieval - Where does data come from?

if you go to the serial tab and then click into one of the fields like the serial number, then go up on the tool bar and click Help and then Field Help.   a tab will open on the side of the screen, the techincal details tab is what you want, you will see that this field is from the SerialNo table and is the SerialNumber field from that table.  Hope this helps.

2
S
9 months ago
J
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.

I was able to get what I need, both responses were great.   There is a lot going on in the BAQ that was uploaded.   I found the first answer the best, as it was exactly what I need.    But if I hadn’t received it, the second one had it also.

5
slepley
11 months ago
J
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.

I appreciate the quick response and will look at the BAQ that was uploaded.    I think this might work.   Both responses are pointing at the same process, which makes me think this is what I was looking for.

5
slepley
11 months ago
J
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

That fixed it.    

2
J
1 year ago
J
Jack.PennypackerInspiring
asked in Kinetic & Epicor ERP

GL Account not showing up correctly

Also, the  first 2 segments have a desc added,  But nothing if there for the third one.   I see others like this one, but the show up correct everywhere.   Not seeing a difference.  

5
Tina Brady
1 year ago
J
Jack.PennypackerInspiring
asked in Kinetic & Epicor ERP

GL Account not showing up correctly

Here is a screen shot showing what we are seeing or not seeing:you can see that the last line is missing the desc at the end of the line.   and if you look to the left edge of the screen shot, you see that it doesn’t show the account number there either?  The in Chart Tracker, if you do a search, the account is not there at all.you can see 2397 and 2399, but 2398 doesn’t show.    But in account maintenance it shows active. 

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

How to have the GL account number autopopulate when entering a recurring exp invoice

Thanks Paul, I will give that a try.   Wondering how this works with multiple Suppliers, if the charges go to different accounts.   Gas, Lights, Phone, yard maintenance, stuff like that.  Will give it a try and see how things go.Appreciate the help.   

5
P
1 year ago
J
Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

How to have the GL account number autopopulate when entering a recurring exp invoice

Paul, So how do I link a GL Control code to a specific supplier?    I was thinking it had to be a control code, but not seeing how that is linked to the supplier 

5
P
1 year ago
G
glenn.owersBrainy
asked in Kinetic & Epicor ERP

Add non-stocked items (consumables) to Bill of Material?

We set up what we called Expense items, like Loctite, tape, those type of items.   Parts are given a different part class so that they hit an expense account, not inventory.   Cost does not get added to the cost to MFG the part.  I like the idea of the 0 qty part on the bom also.   When we first started with Epicor that was not an option.

4
P
2 years ago
J
Jack.PennypackerInspiring
asked in Kinetic & Epicor ERP

Creating a BAQ Report

The BAQ Export Process was what I needed.  This worked.   Was able to schedule this and had it run and saved a CSV file for me.    Just wondering why it didn’t save the headers with it.   Will have to look at the settings again and see if I missed something there.    However, The problem I was trying to was resolved.

9
J
2 years ago
J
Jack.PennypackerInspiring
asked in Kinetic & Epicor ERP

Creating a BAQ Report

I found the Export BAQ Process, and was able to export a csv file.     I looked at the option of when to schedule the file to be exported, and I don’t see an option that is what we want.  Where do I go to create a new scheduling option there?  Like to have the export be on 1st day of each month.

9
J
2 years ago
J
Jack.PennypackerInspiring
asked in Kinetic & Epicor ERP

Creating a BAQ Report

I like the idea of the BAQ export, csv file, and being able to schedule that. However, i think I am missing something in this process.   I went to BAQ Designer, and opened the BAQ that I want to have exported, and it only allows me to export a .baq file.   I opened the dashboard also that I created that uses this BAQ, but didn’t see any Export option there at all.I am going to go look again, but haven’t found anything that explains the process at all.    Does anyone have instructions or a guide on this.    As this is what I am seeing:Thinking maybe it is down somewhere else that I am.

9
J
2 years ago
J
Jack.PennypackerInspiring
asked in Kinetic & Epicor ERP

Issue with linking APInvDtl with TranGLC in a BAQ.

Okay, I have figured out that the information I was given was not correct and linking the APInvDtl table.So have tried the use of the APInvExp table.     looks like it is working except every record is duplicated. Hoping someone would look over what I have and point in the the right direct to correct this error. Here is the Table mapping:mapping And the Code:select     [APInvDtl].[InvoiceNum] as [APInvDtl_InvoiceNum],    [APInvDtl].[InvoiceLine] as [APInvDtl_InvoiceLine],    [APInvHed].[InvoiceDate] as [APInvHed_InvoiceDate],    [APTran].[TranDate] as [APTran_TranDate],    [CheckHed].[CheckNum] as [CheckHed_CheckNum],    [Vendor].[Name] as [Vendor_Name],    [Vendor].[VendorID] as [Vendor_VendorID],    [APInvDtl].[PONum] as [APInvDtl_PONum],    [APInvDtl].[OurQty] as [APInvDtl_OurQty],    [APInvDtl].[PUM] as [APInvDtl_PUM],    [APInvDtl].[UnitCost] as [APInvDtl_UnitCost],    [APInvDtl].[TotalMiscChrg] as [APInvDtl_TotalMiscChrg],    [APInvDtl].[ExtCost] as [APInvDtl_ExtCost],    [PurTer

9
D
3 years ago
J
Jack.PennypackerInspiring
asked in Kinetic & Epicor ERP

Issue with linking APInvDtl with TranGLC in a BAQ.

I have done a BAQ just using the TranGLC table and can see that the data needed is there.   From what I see also in the table I posted is that the APInvExp  Table is for Expensed Invoices,, invoices that are not for a purchased made on a PO.

9
D
3 years ago
J
Jack.PennypackerInspiring
asked in Kinetic & Epicor ERP

Issue with linking APInvDtl with TranGLC in a BAQ.

I have see a few people respond, I do appreciate that.  However, sounds like either I am way off, and have a table that no one else has or I am just missing something here totally.   I did find this fiel that was posted on a different issue but a lot like mine.   It shows the Key fields and what they map to, when linking the TranGLC to other tables.   I think I am doing what this shows, but might be a syntax issue or something.    Check his out:TranGLC Keys and RelatedToFile 

9
D
3 years ago
J
Jack.PennypackerInspiring
asked in Kinetic & Epicor ERP

Issue with linking APInvDtl with TranGLC in a BAQ.

I have a table called APInvDtl.    Not sure why you wouldn’t have that, just like you would have a table called APInvHed.     Header file and detail file for AP Invoices. here is a screen shot showing the tables and the mapping of them.As you can see Table 1 is APInvDtl.    that I am trying to link to TranGLC.   But not getting any errors, just no data from the TranGLC is being pulled in.

9
D
3 years ago
J
jmesianoKnown Participant
posted in Americas - Pacific Northwest - ID, OR, WA

Leadership needed for PNW Group!

What is involved with this? How much time are we talking about? I might be willing to help, mattering on how big of a commitment it is….Thanks,Jack PennypackerBaxter ManufacturingNetwork Administrator III360-893-1363 Desk Phone253-307-9259 Cell Phone360-893-1337 Fax19220 SR 16’2 E.Orting, WA 98360From: Jennifer Mesiano [mailto:pac-nw_list@list.epicorusers.org]Sent: November 29, 2016 9:18 AMTo: PAC-NW_List@list.epicorusers.orgSubject: [PAC-NW_List] - Leadership needed for PNW Group!All, I wanted to reach out to the group to see if there are any volunteers to help Richard plan and schedule meetings. We are looking for preferably someone in the Seatle area. Please let me know if you are intersted!Jennifer Mesiano

6
A
7 years ago
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