Replies posted by nferrecchia

7 Replies

L
luann.stephensonInspiring
asked in Kinetic & Epicor ERP

Controlling the Inventory Adjustment account used for cycle count variances, physical inventory variances, cost variances created during the mfg-stk transaction

Hi Luann- Yes. This would all be done through reason code maintenance. You can setup separate reason codes with specific GL codes to be used for each of these instances. I believe these would all fall under Inv.Adjustment type  reason code. Under there you will see a checkbox for “Count Discrepancy Reason”. It’s been a while but I believe if you check this it will show up in the pick list for cycle count reason.  -Nick

4
mwilson
1 year ago
F
FrmartellNew Participant
asked in Americas - New York City & New Jersey

Getting legacy serial numbers into Epicor for Service Calls

Hi-We use DMT if the qty is large. You could grab all of your legacy SNs and DMT them all in. For RMA, when you click on the serial number button it brings up the common serial number entry popup. There is the ability in that popup to create an SN. Not sure if it is the same for FS but the SN popup screen is almost identical throughout Epicor. Have a look.-Nick

3
N
1 year ago
D
dhowellNew Participant
asked in Americas - Northeast - CT, MA, ME, NH, RI, VT

Vendor Access

The only way I know how to do this is to give them direct access via paired down permissions. Are you cloud or on-prem?  We used  an integration to allow receipts against a PO. -Nick

3
D
1 year ago
R
Ryan.IInspiring
asked in Kinetic & Epicor ERP

One off financial consulting need - E9

Oh...and assign the product group to the part…-Nick

8
R
1 year ago
R
Ryan.IInspiring
asked in Kinetic & Epicor ERP

One off financial consulting need - E9

Ryan- I agree with Paul. My preference is product groups assigned to parts. In the product group you would assign a GL control code:Go to control code maint to setup new corresponding control codes ( before assigning to prod group) and set the GL account.  -Nick

8
R
1 year ago
J
Jack.PennypackerInspiring
asked in Kinetic & Epicor ERP

Creating a BAQ Report

Hi Jack- Are you familiar with BAQ export? Pretty simple. Take the same BAQ used in the dashboard and just set a schedule to export to CSV. Or you could use a script with DMT to export and use Windows scheduler to schedule. -Nick

9
J
2 years ago
N
nferrecchiaInspiring
asked in Kinetic & Epicor ERP

Fiscal Calendar Lookup

John- Thank you. Much appreciated. -Nick

3
T
3 years ago
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