Replies posted by pjackson

67 Replies

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Anonymous
posted in Americas - Pacific Northwest - ID, OR, WA

Group/Team MES Activities

Alex Have you played with crew size?   Paul Jackson pjackson@aseptico.com ------

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A
5 years ago
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colleenbNew Participant
posted in Kinetic & Epicor ERP

Suspense on Inventory WIP can the GL account be change before capturing

It should not matter that the AP Invoice has posted.  It is only relevant that the Capture COS has not posted the relevant transaction (PO Receipt, or sometimes PO Variance and Misc Charge).Remember that the Capture COS looks at the GL Controls for the GL Account at the time it runs (not at receipt or AP Invoice). 

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jana.batten
3 years ago
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colleenbNew Participant
posted in Kinetic & Epicor ERP

Suspense on Inventory WIP can the GL account be change before capturing

In current versions, posting of the AP invoice is irrelevant for the question of whether you can update the Misc PO Part Class or release GL Account.  If you dont believe me, then test it, because it is true in our version--we do it.  And, no, you do not need to reverse the receipt. (though I used to  think so, so maybe we had to do that in E9).The reason it works is the nature of how/when Epicor posts to the GL.  On the financial side, it posts immediately when you post the group/batch.  On the Production side, it runs the posting rules and looks at the GL Control codes at the  time of running Capture COS.  It does not care whether it has been invoiced or not.My credentials for you believing me:  I have been using Epicor since 2003, and spent 4 years as an Epicor employee doing implementations (E9 and E10).

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jana.batten
3 years ago
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adam.leeKnown Participant
asked in Kinetic & Epicor ERP

Telephone System recommendations

we used a phone consultant to assess our choices when we had to go remote with Covid.His name is Andrew Bond (abond@bandwidthave.com)425-232-8687 (mobile)

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3 years ago
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richard.whalebellyInspiring
asked in Kinetic & Epicor ERP

Changing Part Class and Inventory GL

Lots of good answers above.Agreed- a journal entry is required to reclass when you change part class. Regarding the obsolete/slow moving separation, the cleanest approach is to move it to a separate warehouse, after setting up the division GL Control on the warehouse, and setting up appropriate GL accounts.  Note that there are a lot of pieces to this approach.  It works well and is common, but is not intuitive to setup.  I recommend engaging a consultant to help with this setup.

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3 years ago
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melissahInspiring
asked in Kinetic & Epicor ERP

Scheduling Board - One user cannot get the Move Time popup screen to reschedule an op

this is a long shot, but you might try clearing personalizations for that user for that  screen.I have experienced users being unable to open a screen after personalizing it, and been successful at solving it with this approach.

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M
3 years ago
A
Anonymous
asked in Kinetic & Epicor ERP

PUR-SUB one legged journal in Review

Another technique for troubleshooting this kind of problem is to use the RightClick Open With functionality to drill through all the setup screens to the GL Control code, Starting at the PO Line/Release in question. Another thing that can happen, if you are flexing your division segment on warehouse or Site, is that the combination of all the segments may not exist as a valid GL Account.Another thing that helps is to be sure that you have populated ALL contexts in the default ‘Inventory, COS, WIP’ GL Control code, with a valid account.  This is a good place to put suspense accounts for when your other GL Control codes fail.Yet another troubleshooting technique is to turn on the PE Log viewer, post again, and review the results.  This is very hard to read, but generally has the answer buried in the details.

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3 years ago
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Shannon.AkiNew Participant
asked in Kinetic & Epicor ERP

Journal Entry Approval Flow

Hi Shannon,I have done a variation of Glenn Owers solution using BPMs.  This allows you to put up messages when it denies the action.Of course, in your testing, you will want to validate all other Posting process to be sure they function as you wish (AR, AP, Capture COS, bank,….)

3
P
3 years ago
EM81
EM81Inspiring
asked in Kinetic & Epicor ERP

Entering invoices as they are received - how to find in multiple batches when time to pay?

Erin,We could discuss options at length, but the following is what I have done over and over as both an Epicor financial consultant, as well as a Controller and CFO.First, use the system!Enter invoices and post them as soon as possible, using accurate payment terms.When it is time to pay them, use the system to have them selected based on DUE date.  This even pulls ahead for prompt payment discounts, which are almost always worth taking.For times when cash is tight, one can select individual invoices to pay from either the aging, or an alternative source.

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EM81
3 years ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

SSRS report writing

I use ERPEdge from SeattleShroades@erpedge.net

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P
3 years ago
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Anonymous
asked in Kinetic & Epicor ERP

AP Unreceived Lines and Receipt Match

And, that is one reason I always recomment NOT using “unreceived lines” in AP.There are better ways to meet the objective that cause less problems. To fix this, I would try a new invoice to use up the invoice receipt match and adjust the dollars appropriately.

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P
2 years ago
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Anonymous
asked in Kinetic & Epicor ERP

AP Unreceived Lines and Receipt Match

To fix these, have you tried the normal approach for Unreceived lines, of using Invoice Receipt Match program/screen?

3
P
2 years ago
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abutterKnown Participant
asked in Kinetic & Epicor ERP

Invoice number gap audit

Arno,If you have that requirement, you should implement and use the legal numbering for Invoices.Standard Epicor invoice numbering allows invoices to be deleted after being created (if not posted), and does not retain anything about the deleted invoices.  This is fine in most cases, in the US.  But I understand that some entities enforce additional rules.Alternative, one could add customizations to track deleted invoices.

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mwilson
2 years ago
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nicky.hopkinsKnown Participant
asked in Kinetic & Epicor ERP

Sales code for a service

The way we set it up is below, and it works wellQty Bearing checkbox clear Non-stock item checkbox clear Standard cost of $x Process MRP checkbox clear Note that the product group and part class below control the GL accounts impacted with transactions (for instance, the inventory context should be a contra/offset account somewhere in the income statement, not on the balance sheet) Service Labor Parts For Service to record their time against the Sales Order and charge the customer for the time, we will create several non-physical parts, named something like the following: Service Time-Portables Service Time-Hand Pieces Service Time-Chairs/Stools Service Time-Elect Service Time-Motors Service Time-Anesthesia These will have the following parameters, and will likely be manually created in Epicor (Not via DMT) Product Group=CSTSVC Part Class = SVC New UOM will be created (Scott) UOM of Hours with 2 decimal places UOM Class of Time

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C
9 months ago
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david.hiteKnown Participant
asked in Kinetic & Epicor ERP

Income Statement BAQ Question

to be thorough, you could link from the GL Account via TranGLC table to the invoice.Invoice Detail should include quantity, revenue, and cost.

3
A
2 years ago
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glenn.owersBrainy
asked in Kinetic & Epicor ERP

Add non-stocked items (consumables) to Bill of Material?

Both had quite good ideas.However, I prefer for “expense items” to use Stocked=true and Qty bearing=false. 

4
P
2 years ago
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Michaela.HKnown Participant
asked in Kinetic & Epicor ERP

BOM Cost Dashboard

I realize that this is not exactly what you are asking for.But, an alternative would be to do a cost roll using the costing workbench and NOT post it.You can easily query against the results of that.

5
A
2 years ago
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Michaela.HKnown Participant
asked in Kinetic & Epicor ERP

BOM Cost Dashboard

Nope.You would select those parts, in Actions/Load Cost Details.  You might even be able to paste insert in the selection screen.

5
A
2 years ago
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ahofmannNew Participant
asked in Furniture

Part Where Used

We had Steve Rhoades at ERP Edge write us a custom dashboard for this.you can contact him at Steve@erpedge.net Paul

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P
2 years ago
daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

Periodic Posting Process PUR-UKN

A couple comments if you do the customization:I believe that the “Transaction Text” will be concatenated at 30 characters.  So be wary of that as you concatenate things I recommend that you put in an if then statement to bail out if the concatenation fails.I did mine before they had the separate customization tab, and it looks like the below. 

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daniel-white
2 years ago
daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

Periodic Posting Process PUR-UKN

looks good to me, but I would add the error trapping of “if transaction text is not available…..”Because, if it  fails to build the good description, it can fail to post and you may  not get all transactions posted to the GL.

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daniel-white
2 years ago
daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

Periodic Posting Process PUR-UKN

Yes, that is much safer

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daniel-white
2 years ago
daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

Periodic Posting Process PUR-UKN

As long as it is simply text, and is not pulling any data fields, you can have it say anything you want.

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daniel-white
2 years ago
daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

Periodic Posting Process PUR-UKN

Daniel,The below snippet is from E10, but is essentially what I have done in E9.  I like putting this as close to the top as I can. 

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daniel-white
2 years ago
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luann.stephensonInspiring
asked in Americas - Texas & Louisiana

Deferred Payment Amortization Schedule

I generally keep several future years loaded into the main fiscal calendar.

1
P
2 years ago
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