Replies posted by pjackson

65 Replies

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rdaileyKnown Participant
asked in Americas - Texas & Louisiana

Fixed Cost in BoM

I usually create a pseudo part in the part master (Set as non-quantity bearing), and add it to the BOM.  You can control what GL Account is credited on the Part Class.  We do this for a Hazmat fee we have, and direct it (part Class) to the GL Account where AP codes the invoices that include the Hazmat fee from UPS.

3
tshoemaker
2 months ago
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michael.lintz@martinyale.comNew Participant
asked in Kinetic & Epicor ERP

Maximize Use of Epicor 10...?

Good comments above:Attend Epicor Insights multiple times (I go nearly every year, even though I have been using Epicor for 20 years) Have Epicor do a Business Process Review or Value Exchange or whatever they call them now. Participate in EUG and EpiUsers Read the user guides and technical Reference guides Build relationship with good consultants, either directly Epicor, or private.  I can recommend some.

6
P
3 months ago
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DesigntexNew Participant
asked in Americas - New York City & New Jersey

credit card processing

I use it and am very happy with it.

3
C
6 months ago
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john.howellNew Participant
asked in Kinetic & Epicor ERP

What TMS Are You Using?

We use Shiplink through ShipDNA.It is essentially a better version of AgileConnect.Rick Gomez of ShipDNA is a valuable resource on choosing the best Shipping Integration solution.rick.gomez@shipdna.comwww.ShipDNA.com

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P
8 months ago
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infoInspiring
asked in Kinetic & Epicor ERP

Pop-Up List of Alternate Parts When On Hand Qty < Sale Order Qty?

To create a quick search, right click the field where you want to use it and  select quick search entry.  Have fun!  We have replaced the default search with quick searches in a few places like Customer.  

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I
8 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

GL Account Current Balance

It should be updated as items are “posted”.For financial modules, that is when the “Group” is posted.For Manufacturing modules, that is when Capture COS is run.

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M
9 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

GL Account Current Balance

Monty, I usually use the period balance table.

5
M
9 months ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Tracking supplier deliver

One approach is one or more UD fields on the PO Receipt table.Could use an updateable dashboard (or something fancier) to populate the notes.However, a warning is that these are hard to keep up with, and I have often seen these “process improvements” quickly fade and stop being used….

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M
9 months ago
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c.freedNew Participant
asked in Kinetic & Epicor ERP

Agile Manifest - Source Information Systems Closure

Update on Agile and Source Information Systems:ShipDNA has acquired the source code for both AgileShip Connect and AgileShip Manifest, and has the ability to renew license and maintenance programs for these solutions.Rick Gomez is the CEO and primary contact for ShipDNA (rick.gomez@shipdna.com)

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P
9 months ago
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linseyNew Participant
asked in Kinetic & Epicor ERP

Moving from Fiscal year end to Calendar year end

Essentially,you adjust your fiscal calendar (you may need to delete some fiscal years and/or periods first). After the calendar is updated, then you run the program called “Verify Balances”, which looks at the “apply date” on GL transactions and your now updated Fiscal Calendar to update what fiscal period/year the transactions are in, and recalcs the balances for the relevant fiscal periods. As always, do in a test database first.From Help:Verify Balance Records ProcessUse the Verify Balance Records Process to verify that your balance records are accurate. This is done by recalculating the balance from the transaction details and comparing them to the existing balance records.You can also use the Verify Balance Records Process to rebuild balance records if they become inaccurate, or if the balance setup changes. After determining your selection criteria and executing the program, a report is created that records the results.

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A
11 months ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Multip compenay Intercompany trading

There is an extended education session Monday Morning at Insights on Multi-company, that I am going  to.

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P
11 months ago
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Michaela.HKnown Participant
asked in Kinetic & Epicor ERP

Auto Receive Intercompany Shipments

As CFO, my preference is to show these as inventory in transit, because that is what it is.Instead of pretending that they are at either location, simply write a report of inventory in transit to serve as your subledger, similar to stock status or WIP.

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D
11 months ago
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c.freedNew Participant
asked in Kinetic & Epicor ERP

Agile Manifest - Source Information Systems Closure

Has anybody heard if or when Agile will stop working?I believe I heard about some sort of license server.

5
P
9 months ago
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JoeHNew Participant
asked in Kinetic & Epicor ERP

Positive Pay in Kinetic

We made a modified version of the check register in the format our bank needs, and manually upload it to Chase Bank.

6
P
1 year ago
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Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

Invoice date changed

Jack,There is a setting in company config that controls if the ship date sets the Invoice date.  I suspect it is checked in your company. 

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P
1 year ago
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NRAJPUTNew Participant
asked in Kinetic & Epicor ERP

Multi-Company Costs

When you link an AR GL control code to a customer and mark them as intercompany (remember there are two places on customer setup related to this), then sales and COS should use the GL Accounts on that AR GL control code instead of product group.

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P
1 year ago
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c.freedNew Participant
asked in Kinetic & Epicor ERP

Agile Manifest - Source Information Systems Closure

We are working with our CAM on Epicor Quickship, and will implement it quickly.I used Insite Manifest in a previous job, and like it better than Agile.  Quickship is based on Insite Manifest.

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

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

You can create as  many of these  GL Control codes as you want.Each supplier can have a different one, or suppliers can share one.However, there can only be 1 GL Control code (GL Account) as default for a supplier.  Paul

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

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

Create a new GL Control code of type “Supplier”.There is only one “context” in this type of GL control code.  It is “Expense”.Then, link that GL Control code to the supplier per the pictures below.    

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

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

Jack,One way is to create a GL Control code with that GL account, and link it to the supplier.This will default that GL Account on misc AP Invoices.

5
P
1 year ago
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bkyleInspiring
asked in Kinetic & Epicor ERP

how do I entre outside Payroll service info for both GL and Bank rec

Those methods all work great.To fix your immediate problem, my fix is always to do a bank adjustment entry, and for the GL account enter your bank GL account.  This will then  create an equal in and out transaction to the Bank GL Account, but will create the “bank” transaction that Bank Recon can see.

5
W
1 year ago
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kgilchristKnown Participant
asked in Kinetic & Epicor ERP

Check Processing Approval

I have not done that exactly, but in 2014, I did publish the below opinion about where is best to insert the control. AP Invoice/Payment ReviewRecommend placing the “invoice review” at invoice posting, and minimize (eliminate) higher level review at time of check printing.  This change is common as businesses grow.  It is also best practice to have the control/review function prevent invoices being posted rather than at the check print/release time.  Recommended process follows:Segregate invoice Entry from invoice Posting.   Invoice Entry would be done with the two/three way match.  AP would provide the edit list along with the backup to the Approver. The Approver would review the edit list and backup, then post the batch.  Security would be set so that AP could not post batch, and so that Approver could not enter AP invoices. The above controls would ensure that no AP invoices could be posted without appropriate review.  This, along with Positive Pay, eliminates the need for additiona

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mwilson
1 year ago
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WendyBParticipating Frequently
asked in Kinetic & Epicor ERP

Custom Financial Report ?

Pretty sure that you can do date ranges in Excel Connect and Spreadsheet Server.That is what I use for all my financial reporting.

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W
1 year ago
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WendyBParticipating Frequently
asked in Kinetic & Epicor ERP

Custom Financial Report ?

Wendy,If you are talking about Trial Balance or General Ledger type of standard reports, then no, I have never seen the ability to cross fiscal years.If you are asking about the customizable basic financial report designer, then there is more flexibility to show multiple periods in the same report

6
W
1 year ago
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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

There is always the option of customizing posting rules.Recommend  having an experienced consultant do this as the process is far from intuitive, and can lead to unbalanced (unpostable) transactions if you do it wrong.

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mwilson
1 year ago
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