Replies posted by al

30 Replies

M
MTPPInspiring
asked in Kinetic & Epicor ERP

Is there a way to restrict who can make transactions from SMI Bins?

I think you could add a simple widget-based pre processing BPM on whatever method is called in the Issue Material screen (do a Trace to find out which). You could have a conditional that checks for a potential transaction from those SMI bins, and pops up a “are you sure “ message. Or you could add more logic to check the User ID against a some sort of list of people allowed to use those bins.

2
mwilson
1 year ago
J
jsimmsParticipating Frequently
asked in Kinetic & Epicor ERP

Revision in Part Tracker changes itself and thus the result showing in a linked Part Tracker - v confusing!

That sounds bad. I am on 10.2.700 and I can confirm some of the behavior you are seeing. In Part>Rev, if I open Method Tracker for an older rev, then open Time Phase for a particular component on that rev, I get the correct Time Phase.  It never changes on its own back to the latest rev. But, if I re-highlight a different rev on the Part>Rev screen, then the Method Tracker usually follows the change, and the Time Phase changes to some other part on the latest rev, in no particular logical way (not by sequence number or anything else I could decipher).  I don’t know what would make the Open With link to change on it own. We have put some BPM’s in place to force users to only look at the latest rev, but none of them would change anything while you were looking at an older rev. Maybe you could look for any BPMs or customizations or personalizations in your system.

3
J
1 year ago
K
kstinnettInspiring
asked in Kinetic & Epicor ERP

Calculated Field in Report Data Data Definition (Quote Form)

Are you on-premises? Do you have access into the SQL Management Studio? If so, then you can look at the SQL tables that the RDD created if you set the archive period to a day or longer.. This  will help you figure out if the data you are looking for is making its way out of Epicor, or if it’s not getting picked up by SSRS.

4
K
1 year ago
L
lrouseyNew Participant
asked in Kinetic & Epicor ERP

Set a default in dropdown in Country field in Customer Display

I verified that no BPM or Customization is setting new customer country to USA in our system. In Country Maint, USA is marked as “Company Default”, but I can’t find where that default is set (it’s not in Country Maint, Company Config, Company Maint), and the tech details don’t point to any database field.On the other hand, I agree that a Post Processing BPM is definitely the way to go. I have one that sets the FOB fields like this: 

4
R
1 year ago
L
lrouseyNew Participant
asked in Kinetic & Epicor ERP

Set a default in dropdown in Country field in Customer Display

When I select New from Customer Maint, the Country does default to USA.  I don’t remember how that works. I looked in Extended Properties, Customizations, and BPMs, and didn’t see anything. I’ll look some more tomorrow.

4
R
1 year ago
P
pbuechlerKnown Participant
asked in Kinetic & Epicor ERP

EWB - Check In and Approve in an Up Rev/Rev Replacement situation

You didn’t need to check out Rev 001. You create Rev 002 in Eng Workbench, then Get Details from Rev 001 into that new Rev 002. So, Rev 001 was never touched.At some point, you can Undo Checkout in Eng Workbench for that Rev 001, and it will undo any changes you made. But, if you have already checked it back in, it’s too late for that.Any Revision can be Approved or Unapproved directly from Part > Revision without using Eng Workbench. So, you should be able to just uncheck Approved on Rev 001 and you’re done.

2
P
2 years ago
T
ToddHansonNew Participant
asked in Kinetic & Epicor ERP

PO Release Status Codes: C, M, O, v

The Data Dictionary Viewer is one place to look for descriptions for each and every field, once you know it’s table and name. In any user screen, use Help>Field Help>Technical Details to identify the database table and field name for a given textbox on the UI. I believe this is not quite working in Kinetic screens yet.

7
B
2 years ago
A
Anonymous
asked in Kinetic & Epicor ERP

Updatable Calculated Field in a Updatable BAQ

Hmmm. I’m not sure you can, or want to, update a calculated field in a UBAQ. Presumably you took one or more database fields to compute a new calculated field. That calculated field exists only within the BAQ. If you want to update that calculated value, you would need to update the underlying values in the database with a BO UpdateExt method, then let the calculation be updated within the BAQ. At least that’s the way I see it at this point.

1
A
2 years ago
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

Serial Number Creation Ignoring Prefix

We sometimes have things like this happen, mostly on new parts soon after setting them up. One thing we found was that changes on the Part Entry > Serial Number Format screen to the Prefix field don’t always get propagated to everyplace they need to be. The workaround for us is to change from Numeric Only to Alphanumeric, then Save in Part Entry so you get this screen: Then change it back to Numeric with the Prefix and Number of Digits you really want, Then Save again. I think if you don’t see this warning when you make a change in Serial Number Format, it really isn’t being made in the database. This cycling of formats doesn’t seem to mess anything up with historic numeric serial numbers for us, but check for your self in Test to be sure.

4
mwilson
2 years ago
D
david.hiteKnown Participant
asked in Kinetic & Epicor ERP

Aged Parts Removal

I found some articles (and a video) in Epicare after searching knowledge base for “Slow Moving”. I got my Slow Moving Report to print with just the transactions I wanted. I set the Provision Rate to 100% so the total value of the inventory is summed up in the report. I was disappointed to find that after defining 4 buckets of time range, it summarized all the buckets into one single total, rather than totaling the buckets individually. But I can run the rerun report with different single time ranges to get just what I want.

6
A
2 years ago
D
david.hiteKnown Participant
asked in Kinetic & Epicor ERP

Aged Parts Removal

There is a Slow Moving Stock Report in Inventory Management/Reports. I can’t get it to actually report anything in my system, but it seems appropriate if you can figure out how it works.

6
A
2 years ago
D
david.hiteKnown Participant
asked in Kinetic & Epicor ERP

Set Default DocType on Click and Drag of an Attachment

Don’t know if this is helpful to you or not. We have Reserved for Specific Tables checked in Document Type Maintenance, and then Document Types are associated with specific tables in Document Type Control.  That gives us a list of Document Types in the Attachment node of an entry program, like this one in Part Entry. Now if we drag a pdf file from anywhere and place it on the correct Doc Type in the Part tree, it defaults to that Doc Type. You do have to click OK once to accept defaults, but that is easy enough.

2
D
2 years ago
E
Eugene HorakNew Participant
posted in Kinetic & Epicor ERP

Forcasting in Epicor

Eugene,I confirm that there is no out-of-box report for forecasts. I made an updateable dashboard to allow the production planner to both see the forecast in one  dashboard and adjust quantities and dates.  It is still pretty basic, and there is no ability to add lines or parts. Happy to provide more details if needed.Updatable BAQ and Dashboard for Forecasted Parts 

3
E
2 years ago
N
nealfParticipating Frequently
asked in Kinetic & Epicor ERP

Time Phase Inquiry Promise Date

I have done something similar to ‘fix’ the Time Phase data by adding a post processing BPM to BO.TimePhase.GoProcessTimePhase. It is a single Update Table by Query widget that gets the data I want (the Order Number associated with a given make-to-order Job Number), and puts it into the column in the ttTimePhas grid data. It’s just temporary data, so there’s no effect on database data.I’ve used this technique in other grids,  using a column I don’t care about, then rename that column header in a customization of the screen, so it looks like I know how to add a column to a grid, but I don’t.  

3
B
2 years ago
clintons
clintonsNew Participant
asked in Kinetic & Epicor ERP

Materials Unit Price changing on quote when Quantity is Added

Pricing on our Quotes typically comes from entries in the Price List tables PriceLst and PriceLstPart., and not from any costing.  Different Price Lists can be created and applied to Customers, Customer Groups and Customer ShipTo’s. I would look carefully through all the Price Lists to see if there is an unexpected entry.

4
D
2 years ago
A
abutterKnown Participant
asked in Kinetic & Epicor ERP

Active home screen question

Arno,Have you tried Application Help? In 10.2.700 there is a lot to see there. Or the Training on Demand videos have lots of little snippets on Home Page https://erpvideo.epicor.com/category/videos/home-pageOne thing that tripped me up for longer than it should have: When you first edit Home Page, if you don’t expand the window to have enough screen real estate, all the editor buttons are greyed out, and there is no message telling to anything. 

5
C
3 years ago
J
jfekkesKnown Participant
posted in Kinetic & Epicor ERP

Upgrade decision:(moving from 10.2.200) 10.2.600 or 10.2.700?

I can confirm that classic forms and classic customizations are all available and nominally working in 10.2.700. But there are the usual tweaks and changes that occur at every upgrade that might affect one or more of your existing  customizations, so the usual testing is needed.

12
mwilson
3 years ago
J
jfekkesKnown Participant
posted in Kinetic & Epicor ERP

Upgrade decision:(moving from 10.2.200) 10.2.600 or 10.2.700?

After weighing the same exact questions over the past few months, we upgraded from 10.2.200 to 10.2.700 4 weeks ago. I’m glad we did. Lesson learned so far: 1. DO NOT turn on Kinetic for any form that you don’t fully test because some basic functionality just isn’t there (including simple things like print forms), and 2. Begin working with Kinetic customizations one by one while in 10.2.700 to ease the transition to E11 when you eventually go there.

12
mwilson
3 years ago
B
BrianKnown Participant
asked in Kinetic & Epicor ERP

Screen Lag and Load Time Speed

A Windows Update KB was installed on most Windows 10 workstations from Feb 9 to 12. On some of those workstations, it caused massive slowdown in every Epicor screen. For example, it would take 40 seconds to open Invoice Entry. Once we uninstalled KB4601319, performance returned to normal of about 10 seconds to load. (But that update will come back unless you pause all updates for 7 days).On the other hand, KB4601319 is installed on other workstation without any ill effects. I think there are some other nearby KB numbers that also could cause this effect.

13
B
3 years ago
D
ddaltonInspiring
asked in Kinetic & Epicor ERP

Can't access FedEx Tracking number website from E10 after applying update 10.2.300.41

I had a similar problem in 10.2.200 and the UPS tracking number. It turned out to be related to the Epicor app opening an older version of Internet Explorer, instead of the default browser for the PC. The script error message still occurs for us, but we can click through it and get tracking info.     

3
J
3 years ago
J
jsizerNew Participant
asked in Kinetic & Epicor ERP

Part Attachment Two Parts - Same File

My answer to the same initial question would be to use the Storage Type “Attachment Link” in Document Type Maintenance (instead of File System Document). That settings allows one document in one particular folder to be referenced on many parts. The down side is that Epicor does not copy the file from the user’s location into the Epicor document location, instead the user has to manually place the file into that particular directory before attempting to attach it to a part.  

3
A
3 years ago
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

Quantity Adjustment Not Following Serial Number Format?

Monte,I recall having similar trouble when setting up or changing Serial Number formatting for some parts. My problem turned out to be a hard-to-define quirk in the Serial Number Format screen that doesn’t always seem to update the database when changes are made.  I think the solution for us was to temporarily change the base number structure from, say, Numeric only to Alpha, then close and save the Part, then reopen Serial Number Format again and change back to Numeric only, and save. I think when it is properly saved there is a pop-up message about propagating that change to all existing S/Ns for that part. If you don’t see that message, then it’s not really making any changes. I think from what you describe, you do want Numeric Only, as in your first post.   

7
mwilson
3 years ago
A
Anonymous
asked in Kinetic & Epicor ERP

Lot document linking - where are the links stored in the tables?

I don’t use lot tracking, but if it works like all other file attachments that can be associated with a record, the two tables you need are XFileRef and XfileAttach. XFileRef has info about where the attached file resides on your system, and XFileAttach has info about what record in ERP that file is associated with. 

3
A
3 years ago
A
Anonymous
posted in Americas - Northeast - CT, MA, ME, NH, RI, VT

All GL Transcations for a Sales Order or Job

The Inventory/WIP Reconcilliation Report will show all GL transactions for a job. You have to use the Filter tab before submitting the report to select just the job you are interested in. I don't know how to get the same details for a Sales Order.------------------------------Andrew Lintz PP Systems------------------------------

1
A
3 years ago
A
Anonymous
posted in Americas - Northeast - CT, MA, ME, NH, RI, VT

Backflushing stock

Hello Bill,We use backflush on all material on all jobs - except for the few items that are serial tracked.We have a single warehouse with bins that only identify location in the warehouse, so material is usually only in one bin. We do not use the cycle count process, because we still can't figure it out after 8 years on Epicor. Happy to answer more specific questions, just let me know.  Andy LintzPP SystemsAmesbury MA978 834 0505 x18------------------------------Andrew Lintz PP Systems------------------------------

1
A
4 years ago
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