Replies posted by vshevchenko

21 Replies

daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

CustNum

You do not use DMT to migrate from E9 to Kinetic (or E10). You use migration program provided by Epicor. DMT is not the way to migrate any of the data between versions. Once migrated, you can clean them up in new Epicor. You can also clean data in old DB before migration as well.

12
daniel-white
1 year ago
G
glenn.owersBrainy
asked in Kinetic & Epicor ERP

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

We setup such items as Non-Stock and Non Qty Bearing, this will results their Stock Quantity will be always 0 and now inventory transactions will be recorded. Such items can still have a STD cost and can be added to BOM with Qty Per > 0. Form the inventory standpoint, they do not affect anything. From the BOM, you create your own report to get BOM cost by using Qty Per and Mtl Cost for each material.

4
P
2 years ago
M
mkauffmanParticipating Frequently
asked in Kinetic & Epicor ERP

Display Specific BAQ Results

Having is not checked on your screen shot. 

5
V
2 years ago
M
mkauffmanParticipating Frequently
asked in Kinetic & Epicor ERP

Display Specific BAQ Results

You can do it in one query by using grouping by PartNum, filter by Approved=true and using Having (calculated field count(*) greater than 0). Of course you will not be able to show the actual revisions, because you grouping by Part Number, but you can shoe MIN(RevisionNumber) and MAX(RevisionNumber) if you want:/* * Disclaimer!!! * This is not a real query being executed, but a simplified version for general vision. * Executing it with any other tool may produce a different result. */ select     [PartRev].[PartNum] as [PartRev_PartNum],    (count(*)) as [Calculated_NumActiveRevs],    (MIN(PartRev.RevisionNum)) as [Calculated_MinRev],    (MAX(PartRev.RevisionNum)) as [Calculated_MaxtRev]from Erp.PartRev as PartRevwhere (PartRev.Company = @CompanyID  and PartRev.Approved = true)group by [PartRev].[PartNum]having (count(*)) > 1HAVING is setup in the SubQuery Criteria TAB, even though there is just one query, AB name can be misleading ;-) 

5
V
2 years ago
M
M.JamiesonInspiring
asked in Kinetic & Epicor ERP

An Unposted PO GL Report

HiHave you tried Inventory/WIP Reconciliation Report? You can select Only Unposted to the GL and using Filter TAB select transactions by type. What I like about this one it shows you total per GL account on the last page.

5
G
2 years ago
J
Jack.PennypackerInspiring
asked in Kinetic & Epicor ERP

Creating a BAQ Report

You have to create a schedule in the System Agent first. This schedule will have a name, date, time, etc specified. The back to BAQ Export, you will be able to select created schedule by its name in the Schedule dropdown. Once Submit is clicked, BAQ. export task will be assigned to be run automatically on the schedule.  

9
J
2 years ago
J
Jack.PennypackerInspiring
asked in Kinetic & Epicor ERP

Creating a BAQ Report

BAQ Report is to create Crystal or SSRS report that pools data from BAQ, while dashboard is a “screen” form that pools the data from BAQ. If you want to email report on schedule, you’ll also need APR (Advanced Printing and Routing” module which would allow to make a workflow for the report to be emailed as file attachment to any email address. You can use BAQ Export process to export BAQ results as .csv or .xml file, but then you would need your own (windows) script to copy that file to any folder other than Epicor server or to email it out.

9
J
2 years ago
K
kiran.davisInspiring
asked in Kinetic & Epicor ERP

Stock Status Report

You can use Erp.PartTran table to “reverse” transactions back from the current quantities in Erp.PartWhse table. You have to reverse engineer logic for each TranType though. We’ve tried that and it works now, but with each upgrade we have to re-evaluate and re-validate the whole logic again and again ...

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

Can I search the BAQ results?

BAQ Results grid has all the functionality of the Dashboard grid: Filter, Summary, group by. Just right click on the column header and check “Show Filter”...

5
mwilson
3 years ago
C
CRYSTALNew Participant
asked in Kinetic & Epicor ERP

RMA Processing

We have each part assigned to at least one warehouse using part maintenance. But, there is also Site Warehouse Defaults in the Site Configuration → Modules → Inventory → General → Details and Company Warehouse defaults in Company Configuration → Modules → All Modules → General that has to be setup.

2
C
3 years ago
T
Tim.BerrymanGenius
posted in Kinetic & Epicor ERP

Epicor Announce New Name for Epicor ERP

Not only Epicor trying to drop the .NET customizations code support and replace it with some limited QT crap, now the name of the tool will be dedicated to new “idea” of “ideal” interface. I think Epicor could invest more money in fixing bugs and adding new features to the tool on the business side of it, instead of amusing marketing people.

7
mwilson
3 years ago
L
lpbInspiring
asked in Kinetic & Epicor ERP

odd error message in invoice entry

HiWhile lots of people say you do not need to stop the Epicor Application Pool to regenerate the data model, Epicor support says you should. I’ve personally tested Data Regeneration with and without stopping Epicor application pool, and some times (not all the times) only if it was not stopped, you have this kind of errors. Try to: Stop Task Agent Stop Application Pool Regenerate data model Start Application Pool Recycle IIS Application Pool Start Task AgentThis is the sequence Epicor support recommended to us.Confirm that SQL DB on SQL Server has this field in the _UD table.

6
L
3 years ago
G
glenn.owersBrainy
asked in Kinetic & Epicor ERP

Dashboard and BAQ Issue for a Single User

You need to drop in that BAQ showing the SQL script, so we can look what conditions are set. It also can be the JOIN type between two tables as well. 

6
G
3 years ago
EM81
EM81Inspiring
asked in Kinetic & Epicor ERP

What happened to the Epicor University/Embedded Education link?

You have t click Help tile. Link to “Epicor Learning Center...” is there. If you had Embedded Courses installed before (we have it on Epicor Training), click the Help tile, then Education Courses...

5
V
3 years ago
J
jfekkesKnown Participant
posted in Kinetic & Epicor ERP

Upgrade decision:(moving from 10.2.200) 10.2.600 or 10.2.700?

We are at 10.2.400.4 at is is pretty stable now. We are thinking going to 10.2.700 because we might be forced doing it anyway before we can Upgrade to E11. Could those who upgraded to 10.2.700 confirm that all the existing forms/customizations (C#), still working in 10.2.700? We plan to upgrade, but do not use Kinetcic forms for users. Our developers will work on converting valuable customizations from classic to Kinetic.

12
mwilson
3 years ago
T
triciadNew Participant
asked in Kinetic & Epicor ERP

Epicor/Salesforce Integration with Jitterbit

We are using JitterBit to push data from Epicor into SalesForce. We’ve used SalesForce consultants to set up SalesForce first, then they told us what data SalesForce needs form Epicor providing tables and field mapping diagrams. Once we have that, the JitterBit export job is straight forward. Problem was that consultants are consultants, and they did not address situation when something in Epicor changed or deleted after being imported into the SalesForce. So we have to add more JitterBit jobs, to remove deleted records first, update existing ones, and only then export new ones. We push Sales Orders and AR Invoices tables. So, it is more job on the SalesForce side than Epicor. I would suggest to explore Epicor to SalesForce integration by Epicor. It might be more robust and work in both directions, not just from Epicor to SalesForce.

2
V
3 years ago
A
Andrews6310New Participant
asked in Kinetic & Epicor ERP

Epcior Training & support

HiYou can store possible labels in the User Codes table.

2
V
3 years ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

AP - Posting process that creates the IJ Journal Code

HiMost of the inventory transaction do not get posted directly into GL and get collected in the COS/WIP. To post them into GL, you have to run Capture COS/WIP Activity process (located in Account Receivables). You have to run it periodically or schedule to run automatically at least few times a week. To see if you have anything not posted in COS/WIP use the Inventory/WIP Reconciliation report. Just make sure you’ve selected G/L Posting Details: Only Unposted to the G/L. If this report is not empty, you need to capture transactions so they will be posted in GL. 

2
A
3 years ago
V
Vipul.PatelParticipating Frequently
asked in Kinetic & Epicor ERP

Dismantling of finished assembly.

“Some items go back through our Inspection process to verify they can be reused,” How exactly you put already CONSUMED items into the “inspection process”?

4
V
3 years ago
V
Vipul.PatelParticipating Frequently
asked in Kinetic & Epicor ERP

Dismantling of finished assembly.

HiWe are struggling with this every day and would like to have a good way, like in other ERP systems, which is Disassemble Job. Unfortunately Epicor support confirmed that there is no such thing exists (for whatever reason) in the Epicor Erp and is not expected to be there for foreseeing future. What we do first is for SN tracked parts change SN status from CONSUMED to ADJUSTED using SN Entry form. After that we use Quantity Adjustment entry to get parts back into inventory. If anyone knows a better solution, that would be great!

4
V
3 years ago
A
Anonymous
posted in Americas - Northeast - CT, MA, ME, NH, RI, VT

System Task Agent

It is not normal.If no one complained about reports not being printed you can delete them.They do interfere with performance by keeping the connection session and using server RAM (at least).You need to find out if those are the ones that someone scheduled in the System Agent or if just regular ones go to Scheduled instead of Active (which happens some times and can be easily fixed).Let me know if you still have this issue. We had it many times when just started using Epicor 9.------------------------------Valeriy Shevchenko DefibtechSystems Administrator, ERPDefibtech, LLCGuilford CT2034536654x172------------------------------

1
V
5 years ago
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