Replies posted by sue.lowden

79 Replies

H
henrystruNew Participant
asked in Kinetic & Epicor ERP

PO Suggestions appear in Time Phase, but not PO Suggestion Entry

Smells to me like Buyer Authorised User issues...if you are not an authorised user of the Buyer to whom the suggestion is directed then you will not be able to see it

2
calvind
3 months ago
R
rlovinKnown Participant
asked in Americas - Upstate New York

Add logical tables to database for reporting efficiency

In Epicor you would achieve this via a BAQ which is essentially a SQL view of sorted, grouped, calculated data in 1 or more queries/sub-queriesI have yet to find anything significant that cannot be achieved within the BAQ designer v SQL ViewsIf you are on premise then you can do what you want at the SQL end, including creating views and then hooking BAQs up to them so you can display the data in dashboards, however if you are SaaS then BAQs are the only route available to youNB: Don’t forget you can create BAQ reports as well

5
R
3 months ago
R
rlovinKnown Participant
asked in Americas - Upstate New York

Add logical tables to database for reporting efficiency

Please can you provide some context as to what you are trying to achieve? 

5
R
3 months ago
J
jdroweParticipating Frequently
asked in Kinetic & Epicor ERP

Next Available number BPM for a module

If you want to keep it simple, create a User Code to hold the next number to be assigned (regardless of customer) then use 2 method directives:GetNew (Post Processing) to set the field initially to “Auto” then on Update (Pre-Processing) call a custom code widget if the ID = “Auto”, take the value in the user code and populate to the required field then increment the user code by 1If you want to separate by customer then you will have to do a much more complex set of BPMs to set the field to “Auto” initially then go and check what is the max ship to for the customer, then add 1 to it and return to the screen

3
S
3 months ago
J
john.howellNew Participant
asked in Kinetic & Epicor ERP

REST Access Scope and BAQs

Hi Have you looked at adding a Security ID to the BAQ(s) and then restricting access via that?

2
J
4 months ago
K
karen.lintParticipating Frequently
asked in Americas - Northeast - CT, MA, ME, NH, RI, VT

Resources clocking on to jobs in more than one site

Yes they will need a separate Resource for each site

2
K
5 months ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Classic dashboad to kinetic publish and filter

You may well have to do some work in Application Studio to get this working as you would like - if you have access to EpicWeb, I would suggest that you download the Kinetic Application Studio User Guide as this contains a section on modifying dashboard after they have been converted

1
S
5 months ago
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RPLEGRANDNew Participant
asked in Americas - Midwest - IL, KS, ND, NE, SD

Custom page?

HiYou will be able to do this without customization of the form….If you look at Service Security Maintenance then you can add/restricts users and groups from changing records via the BO/Method (e.g. Customer.Update or Customer.GetNew).

1
S
5 months ago
D
doug.harveyKnown Participant
asked in Kinetic & Epicor ERP

NMFC codes?

HiInitial thoughts:Use Commodity Codes to record the NMFC, Add the weights etc. to the part(s) (to calculated the density) Use the Total weight of the Customer Shipment to determine the Package Code and Classification that needs to be applied to the shipment (BPMs will be required for this)

3
A
6 months ago
K
Kevin MillerInspiring
asked in Kinetic & Epicor ERP

Purchase Order Weight

There are no weight fields in any of the PO Tables so it would require creation of UD field(s), BPMs to populate the values and a form customization to show the results to the user.

2
M
6 months ago
B
BK20New Participant
asked in Kinetic & Epicor ERP

BAQ Grid Refresh on Home Screen

Have you selected the “Skip Condition if empty” checkbox in the parameter setup window?

5
B
6 months ago
G
glenn.owersBrainy
asked in Kinetic & Epicor ERP

Job Tracker Serial Number Retrieval - Where does data come from?

Without more detailed information as to what you need i would suggest the following tables for the data that you require:erp.SNTran erp.PartTranSNTranThese should give you the information that you need

2
S
9 months ago
S
steven.martinParticipating Frequently
posted in EMEA - Europe

Quote Head to QuoteDtl Field Copy

Unsure as to why you need a modification for this, if you set the dates at the quote header these will default at the line level but can be overridden.So, add a quote then navigate to the Quote | Details tab/area and add a Need By and Ship by Date, then when you add lines these will inherit the header dates which you can override on  a line by line basis.  Any orders created from the quote inherit the dates to create the lines/release information.I  can see that you are calling a number of “custom” fields (_c) but these are standard fields in the default dataset.Am I missing something? 

2
S
10 months ago
M
MTPPInspiring
asked in Kinetic & Epicor ERP

Data Collection: How do you track labor when system maintenance is happening?

What system maintenance is causing this issue?  Are you doing Transaction Log backups on a schedule? From your question, I am assuming you are on premise?As far as I am aware there is nothing that should stop you from taking the SQL database down so that Epicor users cant transact! 

8
fred
10 months ago
S
skbruewerParticipating Frequently
asked in Americas - Texas & Louisiana

PO Suggestions by Plant

You can use the same part number in different sites with different planning, min/max etc options….you shouldn’t need a separate part numberDemand is per site so shouldn’t be an issue

2
S
11 months ago
K
kskipperInspiring
asked in Kinetic & Epicor ERP

Does Epicor have any functionality to work with Third-Part Contractors

Sub-contract operations are the way to go for this

6
D
11 months ago
fred
fredGenius
posted in Americas - Midwest - IL, KS, ND, NE, SD

EMUG Call for Topics for June 15 VIRTUAL meeting

For on premise customers a separate VM for Pilot/Test/UAT from Production hosting both the application and SQL server is a pretty standard setup, however you can host different versions against each instance on the same server if you want to.As for the Configuration Upgrade Dashboard once you upgrade to the latest Kinetic version this will be available on the menu and will show you information on existing BAQs. BPMs, Report Styles and Definitions, Dashboards, Customizations etc.

5
slepley
11 months ago
S
sid2023New Participant
asked in Americas - Texas & Louisiana

BPM to Stop Sales Order if Customer type is Suspect

A quick solution - it could possibly be more elegant but…..Create a Post-Processing Method Directive on the Sales Order Business Object and the Change Sold To ID MethodAdd a condition - Number of rows in the designed query is more than or equal to 1The query is:The condition on the customer is:Then add an Exception

8
S
11 months ago
I
Isoclad_JonnyNew Participant
asked in EMEA - Europe

MES wrong Scrap Quantity

Have you tried amending it in Time Entry, you will probably be able to recall the transaction and amend it before resubmitting?

1
S
11 months ago
D
dale.lambdinNew Participant
asked in Kinetic & Epicor ERP

Gallon To Kilogram Conversion

You should be able to do this if you have the Advanced UOM license as this allows you to create attributes for parts containing custom UOM conversions.

3
M
11 months ago
A
Anonymous
asked in Americas - Wisconsin

Question: any way to tie top level and component jobs together without using subassemblies?

You don’t give a lot of detail of the scenarios but as a general note if you don’t flag a manufactured sub-assembly part in a BOM as “Pull as Assembly” you will get a separate job for this part with a demand of Make to Job (the job in question being the parent job).  This is useful when you want to maintain sub-assemblies in stock (based on min/max) and also fulfill additional demand or only want to build when there is demand for a higher level part

2
N
1 month ago
fred
fredGenius
posted in Americas - Midwest - IL, KS, ND, NE, SD

EMUG Call for Topics for June 15 VIRTUAL meeting

Are you on premise or Epicor SaaS hosted?  The former will allow you to continue to use any customized forms in Kinetic as you do in E10, the latter may will enforce an upgrade of those customized forms to Kinetic.   If you are locally hosted, I would suggest (if possible) that you create a virtual environment for upgrade testing (at least as an alternate application server if not a separate SQL server) and then once you have this run the Configuration Upgrade Dashboard 

5
slepley
11 months ago
S
swilsonKnown Participant
asked in Americas - Wisconsin

Dashboard for one user not working

Sorry should have said, not just on the Dashboard/BAQ but on the underlying data….what is the dashboard displaying?

3
S
1 year ago
S
swilsonKnown Participant
asked in Americas - Wisconsin

Dashboard for one user not working

Have you checked their User Group membership and any security applied to the form for those groups?

3
S
1 year ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Row has been modified by another user and couldn't be updated.

First of all you need to rule out any customizations that may be causing an issue, then any BPM’s that are in place on the Order Method/Tables.Has this always happened or just started to happen?  If just started what has changed?Is it one user or all users?A screenshot of the details behind the error may also provide additional giudance

1
S
1 year ago
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