Replies posted by kgilchrist

11 Replies

K
kgilchristKnown Participant
asked in Americas - Ohio - Columbus & Cincinnati

Updateable BAQ to Complete and Close Jobs

I figured out the problem. I had it updating fields in the wrong table. 

3
K
7 months ago
K
kgilchristKnown Participant
asked in Americas - Ohio - Columbus & Cincinnati

Updateable BAQ to Complete and Close Jobs

Yes, I checked these items. I looked at one specific job. It didn’t update with my BAQ, but I was able to go into Job Closing and it closed with no errors. 

3
K
7 months ago
K
kgilchristKnown Participant
asked in Kinetic & Epicor ERP

Approved Suppliers for a part

Lee, Thank you! I don’t know if purchasing is using that screen but that should work great for us😁Kathie

2
K
1 year ago
K
kgilchristKnown Participant
asked in Kinetic & Epicor ERP

Check Processing Approval

James,Thanks for info. Sounds like a good workflow. I will try it out. I’m a bit unsure why Epicor doesn’t have some built in approval method for check payments, but if this method works then great!Thanks,Kathie

5
mwilson
1 year ago
K
kgilchristKnown Participant
posted in Americas - Ohio - Columbus & Cincinnati

Closing Multiple Projects

I’ve closed all the jobs thru the DMT. I was hoping to do the same thing with the projects, but obviously can’t. I definitely want to close them because we are having instances where engineers and manufacturing employees are accidentally charging labor to closed projects. Since I can’t close them via the DMT, I was hoping to do an updateable dashboard and wondered if anyone else had done anything like this.  

3
G
1 year ago
M
Mathew WillettNew Participant
asked in Kinetic & Epicor ERP

Driving Earlier Demand

We setup a planning contract for the long lead items with a project specific bin. Those are released to purchasing to buy. When the job is ready and the full BOM is entered, the long leads are issued to the job. We typically only have a few long lead items like motors or fans so this works well for us.  Kathie

4
L
1 year ago
sclark
sclarkNew Participant
asked in Americas - Southwest Ohio

Insights 2022 - Nashville meet-up for Ohio

I would like to meet up also. Tuesday is best for me. Kathie GilchristIT DirectorEllis & Watts Global Industries, Inc. 

5
sclark
2 years ago
K
kgilchristKnown Participant
asked in Kinetic & Epicor ERP

Dashboard

Thanks Bruce! I’ll give it a try!

8
K
3 years ago
K
kgilchristKnown Participant
asked in Kinetic & Epicor ERP

Dashboard

Bruce, can you elaborate a little? Setup a UD Table to enter in the Project ID’s I want info on, so this table will update with the multiple ProjectID? Setup Key1 As the ProjectID. I’m a little lost at the checkboxes point. What are the checkboxes for? When you say link Key1 to the projectID on the other queries, how do I do that? Publish and Subscribe? Do I empty the table after every use and if so, how?

8
K
3 years ago
K
kgilchristKnown Participant
asked in Kinetic & Epicor ERP

Dashboard

Ok, I got the parameters to come up, but they don’t flow through to the other grids in the Dashboard. Any ideas?

8
K
3 years ago
K
kgilchristKnown Participant
asked in Kinetic & Epicor ERP

Dashboard

I tried that, but when I opened the dashboard and hit refresh, the parameter entry box didn’t pop up.

8
K
3 years ago
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