Replies posted by tracy

7 Replies

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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

Multi-Company And Customer Sends One Check For Both

Sorry about that, I thought about it  multi-company as opposed to multiple customers after I hit send and closed the web page but had already moved on. Good luck! 

5
L
3 months ago
M
MontyWilsonBrainy
asked in Kinetic & Epicor ERP

Multi-Company And Customer Sends One Check For Both

You can set up an Alternate Bill To or use National account. National account could be overkill for what you need; Alternate Bill To may be all that you need especially when it’s so easy to set up.Alternate Bill To set up: Use customer X as the one that pays and on the Customer record, select Allow as Alternate Bill To on the Billing tab. Then go to customer Y who is the other one that X is paying for and add New Alternate Bill To. This is the Billing > Alternate > Detail tab. Enter in the customer number of customer X and you can even select to have that be the Default Bill To which will enable you to apply cash to both customer X and Y when you bring up customer X. 

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

Epicor forcing everyone to the cloud?

I am definitely interested to hear this answer. This is the first that I am hearing this rumor and it causes me a lot of concern. 

7
P
1 year ago
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gumipigKnown Participant
asked in Kinetic & Epicor ERP

Order Discount

Hi there! I am late to the game to respond here, but absolutely utilize the Misc Charge Code. I agree that you can track the GL easier and certainly offers visibility of ROI on the program/promotion. I use customer groups and price groups rather extensively and that is a lot of setup for one particular promotion and it would be applied to all customers in that grouping and not give the versatility that is required for the promotion you want to create.

4
T
2 years ago
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robmcdonaldNew Participant
asked in Kinetic & Epicor ERP

Check printer for Epicor

We are using a small HP P1606dn with no problems. 

4
L
2 years ago
EM81
EM81Inspiring
asked in Kinetic & Epicor ERP

Can commission be set to be part-specific?

I just looked at our notes from when we were prepping.We have three product groups, call them A, B and C= A is a fixed rate for everyone and it’s attached the product group.(You can see that I have a customization here, so I don’t believe this is a BPM). = B is the “variable” commission rate for all items in a specific product group and they defer to the commission rate that is on the Work Force record= C is a subset of products of type B but every rep that sells that item gets a fixed commission rate of 8%Again, the parts are all part of the product group that’s got a commission rate (as shown above on it):Our commissions had three levels and we used a customization of a product group to work for items.So a UD field was added for CommRate to each Product Group. If there is a 0.00 in that field it uses the rate from the sales rep (work force record).In the instances for certain customers or sales reps where there was  fixed rate commission that basically ignores the details above, ther

5
B
3 years ago
EM81
EM81Inspiring
asked in Kinetic & Epicor ERP

Can commission be set to be part-specific?

My commissions are relatively complicated. In fact, when we were deciding on Epicor in 2018 this was my sticking point. It was imperative to us that it worked on how we run/pay/report our commissions. It took some tweaking but we have it working now (took into March months to get it nailed down when we went live in 2019 - thankfully our agencies were super, super cool for those two months).I will do my best to explain it in writing. You can feel free to ask for my number to discuss in greater detail if you would like:Each work force entry is a sales rep agency on a customer. Each work force has varying commissions rates based on part product code (group) - either A or B. For all “A” parts every sales rep agency is paid the same percentage.  For all “B” parts the percentages for each sales rep agency varies. This is the commission rate that is listed on the Work Force record. In one instance of the “A” parts there is a reduced commission for certain customers. We actually created a spec

5
B
3 years ago
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