Replies posted by Tim.Berryman

71 Replies

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joneill@fitlifebrands.comNew Participant
asked in Americas - Midwest - IL, KS, ND, NE, SD

Kinetic Cloud Screens Epicare Advice

Have you double checked the sales rep/territory permissions? I can’t recall if the customer tracker has the same restrictions as Customer Entry with only being able to view customers within authorised sales territories. However, it wouldn’t surprise me as most Kinetic trackers are just read only versions of the main entry screen.

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17 days ago
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joneill@fitlifebrands.comNew Participant
asked in Americas - Midwest - IL, KS, ND, NE, SD

Kinetic Cloud Screens Epicare Advice

This could be a Kinetic bug. I’m not sure if it’s the same thing, but if there is a filter applied and the user has saved layouts you can get a “correlation error please contact the administrator”.Clearing the filter, saving the layout and reopening the tracker can resolve the issue.The URL not working on the Customer Tracker could be a caching issue. If you’re in a browser run in private/incognito mode and see if it still occurs. If you’re running the client close Epicor, Clear the Client Cache and reopen Epicor/Customer Tracker. 

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17 days ago
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carolina.pullenInspiring
asked in Kinetic & Epicor ERP

Problem with Commission calculation under Quote Entry – Worksheet Tab

Yes it does make sense. It’s the difference between Markup and Margin. Usually commission is calculated using a markup which is what the Kinetic worksheet uses. However, I believe you are looking for the worksheet to use a margin calculation for the commission.I’ve included additional info below and tried to summarise the differences should anyone else come across this in future and the explanation helps. You are wanting to calculate a 10% Margin for the commission (based on the sales total- see my definition below). However, Commission is usually calculated using Markup. If we sell an order with a value of 12,000 and we pay a sales agent 10% commission, their commission will always be calculated as 10% of the “sales value”. In my examples/below I've used the following definitions, which hopefully match your examples above:Sale Total Total Price of an order after markup/margin before any commissions Sales Value: Total of the sales chargeable to the customer after any commissions Comm

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2 months ago
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carolina.pullenInspiring
asked in Kinetic & Epicor ERP

Problem with Commission calculation under Quote Entry – Worksheet Tab

Hi CarolinaUnless I’ve misunderstood I can’t see anything wrong with the Kinetic Commission calculation.I’ve put my calculation below, if I've misunderstood anything in your explanation please correct me.I have the calculation as Material + Markup = Total Price In your example a 20% markup = Material * (1 + markup%) = Total Price → £9000 * 1.2 = £10800 It is applying a 10% commission to the Total Price. In this instance Total is £10800 * 10% = £1080 Total Price W/Commission (TPWC) is Total Price * ( 1 + commission%) →  £10800 * 1.1 = £11880To Calculate Commission from Total Price w/commission the calc is:TPWC - (TPWC / (1 + Commission%) → £11880 - (£11880  / ( 1 + 0.10) ) → £11880 - £10800 = £1080In your example I can’t workout how your commission is being calculated as £1200Are you also applying a markup to the commission?

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2 months ago
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melissahInspiring
asked in Americas - Minnesota

Test Environment - 2 different versions of Kinetic

There shouldn’t be any issue with running multiple version of Kinetic on the same machine. I’ve not read the release notes for the version you’re trying to install but I have a test server with 3 or 4 different version of Kinetic available.I’ve seen the issue in your screenshot when there’s been a problem with the DotNet install, it may potentially be corrupt. I have in the past had to remove all traces of the DotNet install before it would correctly install the latest .Net version. Also make sure your .Net install options match those recommended in the Kinetic Upgrade and the Install Manual. I’d check both documents. In the past I have seen a required setting/configuration value only appear in one of the documents.

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3 months ago
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mwattersonParticipating Frequently
asked in Kinetic & Epicor ERP

Cross Company Stock On Hand Report

Hi MalI’ve attached the BAQ for you and a code except below. This BAQ was originally produced to act as a predictive search on the PartNum field on QuoteDtl, OrderDtl and PODetail. I have modified it slightly however, to give you an example of adding in the PartBin info for the relevant PartNum. If you want to use it for the predictive part search you’ll need to remove the additional PartBin columns. If this info is required for the predictive search (to make it easier to see what’s in stock) these fields will need concatenating into the ‘SearchPart’ field. Remember that if you add integers or boolean fields to the string you’ll need to convert them first (e.g. Convert(varchar, PartBin.OnHandQty).PartBin is used as there is ‘normally’ only a record in the table for a PartNum, Warehouse, Bin combination when the OnHand Qty is not 0.Screenshot of the BAQ Query ResultsThe principles of the BAQ can be used for other use-cases.Unions are used to bring multiple sets of results together The n

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10 months ago
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steven.martinParticipating Frequently
posted in EMEA - Europe

Quote Head to QuoteDtl Field Copy

Add a condition to only run the BPM when the Quotedtl.RowMod = “A”this will then only run the first time the row is created on the quoteDtl and allows for you to update it.

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10 months ago
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mwattersonParticipating Frequently
asked in Kinetic & Epicor ERP

Cross Company Stock On Hand Report

Hi MalYes I have developed something very similar in the past. The primary purpose was for the predictive search in Quote Entry and SO Entry but it was also used to power a dashboard.Not only could it look cross-company and provide on-hand stock levels, it also used the various XRef data within the system to allow the user to search on the part refernce they have been provided with (e.g. System/Internal PartNum, Manfacturer Part Num, Vendor Part Num or Customer XRef).I don’t have a copy of it any longer but the principal of the BAQ driving the feature was a series of UNIONs on different sub-queries pulling all the relevant data together. There were 3 fields on the BAQ:Searchable Part Num E.g. Part.PartNum, VendorXRef PartNum, Manf PartNum Returned Part Num Your actual internal Part Num Description This was concatenated information pulled in from various fields and displayed to the User e.g. OnHand Qty, Plant/Warehouse, Description If you weren’t using the BAQ for predictive searching

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10 months ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

Add Existing BAQ as a Subquery

You can copy BAQ’s and then update the copied BAQ so that the top-level BAQ becomes a Sub query.It should be quicker than manually replicating the original.It’s not ideal because any changes made to the master need to be manually copied into the duplicated BAQ’s but until the feature is available natively this is the best work around.If the top level BAQ is something you need to reference multiple times you could consider a SQL view and access the SQL view as an External Datasource in an External BAQ.

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11 months ago
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glenn.owersBrainy
asked in Kinetic & Epicor ERP

What is the Shelf Life field on the Part record used for?

A bit of additional information for those that may need it in the future as there are other similar posts on the forums.This field (as with others in the DB) is limited only by the format specified in Extended properties (in this example 3 digits “>>9”).If you look in the DB you’ll find that this is an integer field so it’s capable of holding a longer number.You can override the default 3 digits by adding a new format to the Format field in Extended properties (e.g. >>>>9), this will allow you to enter a longer number in the screens where it’s used.Some of the fields in Kinetic/E10/E9 are unusually short for historic reasons and have not been updated.The ‘Default Format’ field cannot be edited. Enter a new format in the Format field in the middle section on the right hand side.Note. There may be some fields or processes that assume that the length of this field is 3 digits. Depending on what format you are updating and as with any changes to your system you will need

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1 year ago
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

Starting Order Number More Than 6 digits

The format for Starting Order in Company Config can be updated by adding a new format in extended properties. This will then allow you to enter an integer longer than 6 digits.Open Extended Property Maintenance DataSet TableID: XaSyst Column: StartOrderNum Format: >>>>>>>>9 (enter the number of > you require the length of the number to be less the last 9) e.g. 1000000 is >>>>>>9 Save Open Company Configuration (You will need to close and reopen the form if it’s already open. Refreshing the record will not work) Modules > Sales > Order Enter the starting Order you require (field will now accept more than 6 digits up to the length enter in StartOrderNum > format) The help information may be a bit misleading. Used to establish the beginning Sales Order #. When the system generates a new order it will assign the greater of (StartOrderNum) or (the last orders # on file + 1) as the order number.In the statement above, ‘the last order

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mwilson
1 year ago
daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

DMT Permission Issues

Yes it could be. DMT generally enforces menu security.It would be worth enabling it on a test system and testing.

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

Managed Support Services in Australia

The main ERP/Kinetic partner in Australia is Precise Business Solutions. I’ve been a customer of theirs in a previous life!https://www.epicor.com/en-uk/partners/channel-partners/find-a-partner/?IsFilter=Y&q=451,517*This is a personal response and not a view or opinion of the Epicor Users Group.

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2 years ago
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shippingNew Participant
asked in Americas - Ohio - Columbus & Cincinnati

New Employee Epicor login and password

You can find the instructions for this in the Implementation User Guide: Section - ‘Users’ - page 266Epicor ERP Implementation User Guide 2021.1Note: the instructions for creating a User are generally applicable to Epicor 9 through Kinetic.You will also need to login to your Epicor Web account before using the link above.

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2 years ago
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bkyleInspiring
posted in Kinetic & Epicor ERP

Kinetic ssrs break and routing email not working

This isn’t an ‘Epicor’ issue per-se but a security restriction/configuration within Office 365.It is possible to get this to work, it’s been a while since I implemented a solution and I don’t have the configuration for reference to hand but off the top of my head you could try one of these:Grant the account configured for sending from within Epicor the ‘Send-As’ permission for the user/accounts you want to send as Configure an Office 365 Exchange SMTP Relay (this SpiceWorks question/solution isn’t the exact solution I was trying to find an example for but may work - [SOLVED] SMTP failes to send to external email - Spiceworks)

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2 years ago
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McKessonHVSNew Participant
asked in Kinetic & Epicor ERP

Filtering information for a dashboard

If I’ve understood the question correctly (it’s been a long day and it’s late here so I may be overthinking this) I think that I’ve done something similar in the past by using calculated fields to show/hide the different tables/subqueries. In the primary BAQ you do the calculations to indicate if you want to ‘show’ the joined table (e.g. cShowPOLines = true/false) that field then gets added to the join between the two tables with a static value of true on the side of the Open PO Lines. Then if cShowPOLines = false the join is not made.You will need to make these outer joins.To get round the issue of multiple locations/Open POs create a subquery and perform a sum on the fields you want to total.

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mwilson
2 years ago
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rgrafKnown Participant
asked in Kinetic & Epicor ERP

Adding images in E9

I’m not sure if Roberto was able to help, however, Crystal Reports allows you to replace an image location/URL at report runtime. I’ve done what your asking in the past by have a place holder in the report which gets suppressed if there is no image URL/file path supplied. If the URL/file path supplied does exist then the image can be replaced/updated. The URL/file path can be held in a UD field on the part (for example) or you can retrieve the image location from the attachments function, however, the latter is a more complicated solution but may offer more flexibility and lower maintenance.If you need any more help let me know. 

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2 years ago
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michael.cromerInspiring
asked in Americas - Western PA & Southeast Ohio

Hello WPAEUG!

Off topic but in response to @jcraft regarding polls. You can add a Poll when creating a new topic/question (you cannot add a poll in a reply).It’s usually the last option on the menu (screenshot below). 

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2 years ago
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martingParticipating Frequently
asked in Kinetic & Epicor ERP

REST to Link Excel to BAQ - BAQ Labels

Martin, I don’t know if this has been implemented yet. There was an enhancement request to update the Rest 2.0 API to return the field labels rather than the field names but this is going back to 2019/2020. I can’t recall the ID of the enhancement request.I think the original request went back to 10.2.400

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2 years ago
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abutterKnown Participant
asked in Kinetic & Epicor ERP

Job traveler mass print by site

@abutter I would recommend looking at Advanced Print Routing (if you don’t already have this module, it is an optional module).You can split print jobs by any field/data point (within the dataset) and output to a specific printer or automatically email the documents. This can also be varied by document so 10 documents can be split:3 to external email addresses 3 to Printer 1 3 to Printer 2 1 archived only and not printedThe setup and configuration is very similar to BPM’s and is wizard driven. I think APR is available from 10.1.500 onwards, although i’m not 100% sure on that.As far as Epicor modules go it’s not overly expensive and can be implemented in a very short amount of time (less than half a day to get setup and tested if you’re used to BPMs).For more info, I suggest taking a look at ‘Create a Routing Rule’ in the Epicor Implementation User Guide available on EpicWeb (if you don’t have a copy). I’m not sure which version you are running but you want page 539 for the 10.2.500 Use

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2 years ago
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tracy.smithInspiring
asked in Kinetic & Epicor ERP

BAQ - Join Problem

One option is to create two queries and then join the result sets together using a union. Query 1 (lets say it’s for Sales Orders) will have a filter on the BAQ along the lines of OrderNum is not NULL Query 2 has the is not NULL against the PONum field.The UNION will create one set of results as shown in your ‘Results Required’ screenshot. You can also apply filters and sorts to the final result set so that all Orders and PO’s for 10001-1 and together.If you’re unsure about how to create the Union, I have some instructions and can dig them out. 

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2 years ago
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Anonymous
posted in Kinetic & Epicor ERP

Is this EUG worth the cost?

There are alternatives to the daily/weekly digests that we implemented a while ago. Please see the following post for more information. We are also working on new enhancements and alternatives to these which will be released in the coming weeks. The daily digests from the previous system were an opt-in. The weekly digest in the above post replicates this functionality. @paivi.rahkonen You do not need to subscribe to individual posts. To receive updates about new posts, you need to subscribe to the sub-forum (the screenshot below shows the subscribe/unsubscribe button in the bottom right-hand corner). If you are showing ‘unsubscribe’ then you are subscribed.Subscriptions were imported from our previous platform.@paivi.rahkonen This platform does work differently to the old platform and does not send repeat updates on posts. If you have not viewed the latest notification you will not receive further updates. This is a design of the platform to reduce email noise, however, we understand t

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2 years ago
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dleclairParticipating Frequently
asked in Kinetic & Epicor ERP

E9 - MRP Log not saving

The location you mention \\servername\EpicorData\Reports\(username) is the normal location, however, you can change this in the configuration when running Process MRP.I can’t remember if you can review the scheduled/submitted task settings on E9 (assuming it’s being run from a schedule). If you can you should be able to open Epicor Task Manager > Scheduled > double-click on the task (block on left hand side of list) and it should open the Process MRP window with the configured settings. It may be that it’s been set to somewhere different.Also, this may be obvious but the ‘Username’ location is relevant to the person who submits the job.

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2 years ago
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infoInspiring
asked in Kinetic & Epicor ERP

Epicor CRM: Marketing List Generator

Glad this was helpful. I think the User Guides are anoften under used & often forgotten about resource.For anyone else reading this there are also the following available in EpicCare:Implementation User Guides ICE Tools User Guide Quick Start & Installation Guides (e.g. DMT) CSF Guides (Country Specific Functionality) Reference Guides

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2 years ago
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infoInspiring
asked in Kinetic & Epicor ERP

Epicor CRM: Marketing List Generator

Hi LizI’m not in front on my system so I don't have the direct link for EpicWeb but have you looked at the Epicor Application User Guide? The Marketing list information is on or around page 121 (v 10.2.500). This is similar to the help information but it might be a bit easier to follow and I think there is a bit more of a walk through.The information available is limited but I have used this previously and had it exporting information for external mailshots (email and paper based).One quick thought is that you do have to ‘Export’ the list. Available on the actions menu and then select where to output the file.As part of this process you can also create ‘CRM Calls’ to flag the records as having been used for a marketing list (if you’re using them).Hopefully a pointer in the right direction.Tim 

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2 years ago
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