Replies posted by mthompson

25 Replies

C
Chris.GInspiring
asked in Americas - Minnesota

MES - Request Form to Purchase Consumables

I have used Data Directives to email from multiple places in Epicor.  We use it in Purchase Requisitions, from job header, in tasks to name a few.  I trigger the email either on a customer checkbox field or on the change of a field that is already in the system.

4
M
2 months ago
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Luke RogersKnown Participant
asked in Kinetic & Epicor ERP

Shop Floor Hardware / Bartender / Network Printing

We use Bartender to print a product label to a network printer.  Ours is setup to call a standard data directive when a custom check box is checked on the order header.  I have tried to set it up using order detail and support has told me that is not possible.  The printer is set in the directive and cannot be changed on a per order basis.  The setup was confusing but once we got it setup and working it is pretty flawless. 

2
A
4 months ago
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glenn.owersBrainy
asked in Kinetic & Epicor ERP

Overview of Manufacturing Variance - Can anyone help??

Glenn - yes that is what I have seen with our system.  Finding out exactly what creates the variance is hard for me to get to.  I am actually trying to make a report that shows the ins and outs to WIP to have a variance report before the job is finished.  I have not been able to complete the report yet due to the complexity. There is a production detail report that you can print from job tracker that will show you the ins to WIP.  The report is not in the easiest to read format but does help figure out the details.

6
M
2 months ago
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glenn.owersBrainy
asked in Kinetic & Epicor ERP

Overview of Manufacturing Variance - Can anyone help??

My experience is that when a job is run, all of the costs are put into WIP at the current labor, burden and material rates.  When a job is received into inventory, the parts are put into inventory and taken out of WIP at the current std cost rates.  The difference between what was put into WIP when the work was done and what was taken out of WIP when the job was received is what is put into variance.  So - the short answer is if the parts were put into inventory when the rates were lower, the variance will reflect the lower rates.  If the parts were just received today, the variance will reflect the higher rates.

6
M
2 months ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Inventory items for maintenance module

You can change the “Inventory” account the part or group of parts go into by changing the Part Class for those parts.  The Inventory/Expense account number can be set to the Maint Exp account number in the GL Control Code for the new Part Class.

1
M
6 months ago
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mklarsonNew Participant
posted in Americas - Minnesota

Has anyone set up the standard requisition purchasing process in E10

We use Requisition Entry to enter Purchase Requisitions for non-inventory items.  You must mark each user that is able to enter a requisition on the User Account Maintenance screen - detail tab - bottom right corner.  We also set up Part Class GL Codes so the user that is entering the requisition can choose the correct class which will push the accounting to the correct GL Account.   We have found the Requisition process does not play well with inventory items (this is probably just because of our processes).  I also set up a BPM to notify the user that needs to approve the requisition before it goes to purchasing.  If you have specific questions, I can ask them - the process is pretty straight forward once it is set up correctly. 

5
D
2 months ago
K
Kevin MillerInspiring
asked in Kinetic & Epicor ERP

Purchase Order Weight

We needed weight information on the sales order to know approximately how heavy a box would be when shipped out.  We wrote a BAQ to show the weight of all items on an order and added it as a separate tab on the order to show weights per product.  We then did a summary to add all lines to get a total weight.  I think you should be able to do that on a purchase order as well. 

2
M
6 months ago
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jfeettererNew Participant
asked in Americas - Midwest - IL, KS, ND, NE, SD

New GL Sales Group

I am not sure what GL Sales Group you are referring to.  If you are referring to the location you set the account number a sale goes into when a product is shipped, it is located on Part - Product Group I believe.  If you right click on the field from Part it will take you to Product Group.  You can get to the GL Control from there.  Once on the GL Control tab you can right click to GL Control Code Entry.  From there you can add a new GL Control and work your way back to Part adding the pieces at each step.

2
J
6 months ago
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Luke RogersKnown Participant
asked in Kinetic & Epicor ERP

Sales Territories by Post Codes

We have the territories working correctly.  When we use the “Get Territory” button it pulls the correct territory.  If I remember correctly, in the boundaries form we had to add United States to the country - not just the start and end postal codes.  We do have salespersons set - but we also have authorized users in our workforce so all salespeople can see all other salespeople’s territories.  It is an administrative nightmare but the only way I could get it to work for our situation.

4
L
7 months ago
J
Jack.PennypackerInspiring
asked in Kinetic & Epicor ERP

BPM question

You could also write a BPM using a query to check for a std cost > 0.  If there are no records in the query you could put a stop message on the screen telling the user there is no standard cost for that part and not allow the line to be entered.

3
tshoemaker
10 months ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Material lot number on customer packing list

Can you use the comment section on the order line?  I believe those print on the packing slip.  Make sure to put it on the Pack tab (or use Duplicate at the bottom to put it on all tabs)

4
mwilson
1 year ago
J
JoeHNew Participant
asked in Kinetic & Epicor ERP

Positive Pay in Kinetic

We are using Positive Pay and have for a couple of years.  We use the standard Bank of America version of the report.

6
P
1 year ago
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mthompsonInspiring
asked in Americas - Midwest - IL, KS, ND, NE, SD

Epicor Upgrade - QuickShip REST Settings

Thank you for the help!  This proved to point us to the problem.  QuickShip 5.5.0.2704 is not compatible with Epicor 11.2.100.  Once support came to this conclusion (with this help!) they lead me to install 2022.2.7 which immediately connected to REST services.  

10
M
1 year ago
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mthompsonInspiring
asked in Americas - Midwest - IL, KS, ND, NE, SD

Epicor Upgrade - QuickShip REST Settings

I will let you know - hopefully I get to that after lunch. 

10
M
1 year ago
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mthompsonInspiring
asked in Americas - Midwest - IL, KS, ND, NE, SD

Epicor Upgrade - QuickShip REST Settings

@alaven no but I will as soon as I get finished with what I am working on.  Thank you for your help!!

10
M
1 year ago
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mthompsonInspiring
asked in Americas - Midwest - IL, KS, ND, NE, SD

Epicor Upgrade - QuickShip REST Settings

@alaven is this the same as what is showing in the bottom right side of the screen when Epicor is open? That part of my screen starts with Server: https://E*****/E11** where the E***** is the full qualified server name (contains our domain also) and E11** is the database name.  I have tried stripping the https:// off that line and using our manager user and password and it isn’t working.

10
M
1 year ago
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mthompsonInspiring
asked in Americas - Midwest - IL, KS, ND, NE, SD

Epicor Upgrade - QuickShip REST Settings

@alaven is your QuickShip in the cloud or On Prem?  If On Prem can you share your REST setup with me?  We are having issues figuring out what it expects for the server parameter. 

10
M
1 year ago
A
Anonymous
asked in Kinetic & Epicor ERP

XL Connect 7 and Kinetic 2022 compatibility

We do not use XLC7 with Kinetic 2022 but I do use it with O365 and have not had any issues. 

3
G
1 year ago
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mthompsonInspiring
asked in Kinetic & Epicor ERP

Work Queue Sort

Unfortunately not all of the values are numeric.  

3
fred
2 years ago
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mthompsonInspiring
asked in Kinetic & Epicor ERP

Purchase Receipt Default Warehouse

My guess is that it is controlled by your  part class. You may need to set up a new part class for non inspected inventory purchases.  Part Class determines if the inspection required flag is checked - but I do not think it controls what warehouse the part is received into.  I will test and verify. 

5
K
3 years ago
M
mthompsonInspiring
asked in Kinetic & Epicor ERP

Purchase Receipt Default Warehouse

Hi Michelle, Just to confirm, have you established a “Primary Bin” for each of these parts? Regards, Scott Yes - we have a Primary Bin established for these parts.  But when I receive the part it automatically goes into the bin that is set up for receiving in the Plant configuration file.

5
K
3 years ago
E
ehora
asked in Kinetic & Epicor ERP

How do you get GLPOSTED field to show true in InvcHead

I have never used the GLPosted field - only the posted one.  However, when I look at the records in my database, the GLPosted field appears to be inconsistent!  And that has been the case since we started using the software.  I am not at all sure what the purpose of the field, and I know it doesn’t help you with your problem, but I am seeing the same results you are.

2
E
3 years ago
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mthompsonInspiring
asked in Kinetic & Epicor ERP

Receipt not available to match

No, Final Invoice is a 0 in the table for the only invoice in the system for that line.  Great idea! 

12
A
3 years ago
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mthompsonInspiring
asked in Kinetic & Epicor ERP

Receipt not available to match

I do not have access to the Edit List as the AP department does not save them.  However, the receipts not invoiced report shows 9 parts left to match and the accounting entries still show 9 parts need to be matched - they are left open in the Receipts Not Vouchered account.

12
A
3 years ago
M
mthompsonInspiring
asked in Kinetic & Epicor ERP

Receipt not available to match

We have Allow Multiple Invoicing of Receipts checked on and have for over a year now.  I have tried to recreate the problem and I cannot figure out what happened to not allow me to see the remaining parts.

12
A
3 years ago
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