Replies posted by EM81

23 Replies

jeffmittelman
jeffmittelmanParticipating Frequently
asked in Americas - Arizona

Have you Registered for Insights 2023

Looking forward to it, Jeff!  We’ll be bringing our new CFO with us this year, and we can’t wait to introduce him to the magic of Insights!  😊See you there!

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EM81
1 year ago
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Anonymous
posted in Americas - Wisconsin

Insights 2023 info?

It’s early, that’s my only excuse - totally thought it was 2023, my bad if I got you all excited... https://www.epicorusers.org/insights-2022-discount/Use discount code 22EUGM when registering for Insights. Note that I tried this code this morning and it said it was INVALID, so I dunno.  But this was posted today.  

16
S
1 year ago
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Anonymous
posted in Americas - Wisconsin

Insights 2023 info?

I found the Early Bird Info:Conference Pricing OverviewEarly Bird Registration $1,495 (ends February 24, 2023) Regular Registration $1,695 (February 24 – April 14, 2023) Late Registration $1,895 (April 14 – May 18, 2023)page link: https://epicor.swoogo.com/insights2023/2612771?i=PU477XWwvFsP1N4CcSms_h4m8-mo94fb

16
S
1 year ago
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Anonymous
posted in Americas - Wisconsin

Insights 2023 info?

Where is the $200 EUG discount code?  Also early bird registration discount? Discount isn’t posted yet, but you’ll get the early bird pricing as long as you register by mid February (I forget the exact date).

16
S
1 year ago
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Anonymous
posted in Americas - Wisconsin

Insights 2023 info?

I don’t see it here anywhere yet, but I asked Jeff on his post.

16
S
1 year ago
jeffmittelman
jeffmittelmanParticipating Frequently
posted in Americas - Arizona

Epicor Insights 2023 is open for registration.

Whooo hooooo!  The excitement begins!  Thanks, Jeff.  When will the discount code be up?

5
L
1 year ago
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wmitchellParticipating Frequently
asked in Kinetic & Epicor ERP

PO Approvals

Remove the Director from the authorized buyer who raised the PO.  You could be in a circle, that the Director is reverting to the original buyers limit, when he is attempting to approve the PO. But doesn’t doing that mean that the approver will get the message “You are not authorized to maintain purchase orders for this buyer” now when he attempts to approve?  Or if not, what could I be doing wrong that I do see that message after removing the approver from being an authorized user to the Buyer’s acct?

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G
1 year ago
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wmitchellParticipating Frequently
asked in Kinetic & Epicor ERP

PO Approvals

I’m having this same issue right now, and it’s driving me CRAZY. I’ve already done the suggested steps above, except when I removed the approver from being an authorized user on that buyer’s account - I was met with the “You’re not authorized to maintain purchase orders for this buyer” message.  So I don’t think you can remove the approver from being an Authorized user on the PO, but I’m not that familiar with Purchasing.  I’ve never had any issues with the approval process until now.  As soon as I raised the limit for one of my buyers and changed her Approver, now any of those POs over the limit don’t seem to be able to get approved...just keep getting that circular message box every time I try to approve.  Has anyone figured this out?

8
G
1 year ago
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Anonymous
asked in Americas - Arizona

Arizona Epicor Users?

I will be getting the AZ User Group going again this spring as I am back being a customer after almost 6 years working at Epicor. Perhaps with a meeting at Insights for those that are attending. I have been in discussion with Jen who is the Regional Coordinator for EUG. I ran the AZ Epicor User Group from 2012 to 2015 while working for a local AZ customer.   One of my current companies is running 10.2.700 that I support remotely from AZ, they were on Vantage 8 since 2002 and migrated via Cirrus to 10.2 series in 2018. Our other companies are in the process of planning their migration projects from other legacy systems to a Version of Kinetic 2022/2023 to be determined. While at Epicor I ran customer implementation and upgrade projects and supported versions from E9 through 2021.1   Thanks Bill   Hi Bill!  I’m looking forward to some AZ meet-ups in the future and I’ll definitely be at Insights 2022, so I hope to see you there! Erin

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jeffmittelman
1 year ago
A
Anonymous
asked in Americas - Arizona

Arizona Epicor Users?

Hi Marsha!I’m with Arizona Correctional Industries, and we are in Phoenix.  We are currently on Kinetic, 2021.2.9. Thanks,Erin Corona

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jeffmittelman
1 year ago
M
Michele HarhutCommunity Manager
posted in Americas - Arizona

Arizona Regional Group Intro!

Hi Michele!I’d be interested in Webinars.Thanks,Erin

1
EM81
2 years ago
EM81
EM81Inspiring
asked in Kinetic & Epicor ERP

BAQ - New Invoices from customers who have not purchased for 2+ years

Fred,I may be understanding you wrong, but I want to see invoices with an InvcHead.InvcDate between 03/01/2021-03/31/2021 so that will put them in the first subquery you mentioned.  But I need to be able to check that the previous invoice was at least 2 years old.  So if they’ve ordered from us before, but not within two years, they count as “new business.”  If I filter out customers that are in the first query, these will filter out as well, won’t they?  I need some way to compare the new invoice to the previous invoice to check for a two year gap.  Can this be done? Oh wait.  I read that first query wrong.  It’s supposed to be invoices older than two years, right?  That makes more sense.  ;)  I’ve been working on these all day and my brain is fried.  I’d take a break to look with fresh eyes if I could but I need this done.  

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

BAQ - Customers with no invoices for the past 2+ years

Thanks to both of you, I think I finally have it!  Now to move on to my next queries - the trickier ones.  I’m not very good yet with subqueries, so this should be an awesome learning experience!

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

BAQ - Customers with no invoices for the past 2+ years

Matthew,Thank you for your response.  I’m a newb and need things broken down at times.  ;)I have created my query but the customers with no invoices are displaying with zeroes already.  They are not null.  I am posting my BAQ in case you see something I’ve done wrong.  If this is correct (and I’ve tested quite a few to check invoice dates to make sure they match with what I need) then I can filter out the non-zeroes in the db and I’m good.  I do have one question however.  I pulled up Customer Tracker and ran a search to see how many customers we had, and we have 3,960.  So shouldn’t there also be 3,960 results in my query?  How do I end up with 4,094?Results  

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

BAQ - New Invoices from customers who have not purchased for 2+ years

Thanks again, Fred.  By “new shop” I mean that the ProdCode on the line item is not a ProdCode the customer has ever purchased any products from either ever, or it has been at least 2 years.

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

BAQ - Customers with no invoices for the past 2+ years

Fred,Thanks so much for your quick response!  I’m modifying my query to match your first option, and I have done everything except “ Set the SubQuery Criteria so that you are getting where InvcHead is null.”  How do I do that?  Would I not already get that by making it a right join?

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

What happened to the Epicor University/Embedded Education link?

I found it - I had to open the Education Environment separately, then the Embedded Education link displayed.  Thanks so much for your responses!

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

What happened to the Epicor University/Embedded Education link?

Thanks, Bill. We used to have a link here, but I don’t see it anymore.  I’ve put in a ticket with Epicor to see if we still have the module, but here is my Help and Support Center now - no Embedded Education! 

5
V
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?

Thanks, Jay, no I had not heard about the Payment Proposal Report yet.  I will definitely look into that.  Thanks so much!And wnestel, thank you for your response too.  I have not reviewed the Embedded Education course on AP as of yet, but I will certainly do so.  I know that we do have instances where the invoices are not “clean” as well, so holding and transferring looks like the way to go there.  I’ll have to take the course myself to better understand it.  When we told AP to hold and transfer any invoices they weren’t ready to pay, they seemed to be under the impression that this would create “double” work for them.  But again, I will take the course and hopefully then I’ll understand the intricacies better.These responses are so helpful!  Thank you all!

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EM81
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?

Thanks to everyone for your responses.  I’m trying to understand this process and the way it should work so I can tell management what we need to change.  It’s challenging when it’s a module I have little to no experience with.  

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

Any way to force Load Cost Details to open in Classic?

Thank you, Jay!  I tried that initially but selected “User Choice” and that did not give the user the choice, so thank you!  Did the trick!

2
EM81
3 years ago
EM81
EM81Inspiring
asked in Kinetic & Epicor ERP

Can commission be set to be part-specific?

Thanks so much for the info!  I will definitely see if doing something similar will work for us.  Much appreciated.

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

Can commission be set to be part-specific?

Thanks for your reply, Tracy.  Are you using a BPM to accomplish this for your parts that get different percentages?  

5
B
3 years ago
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