Replies posted by brenzema

15 Replies

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brenzemaKnown Participant
posted in Kinetic & Epicor ERP

Demand forecasting and inventory optimization solution

Thanks for the information Doug and I appreciate the offer to discuss further. 

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1 year ago
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dmyersParticipating Frequently
asked in Kinetic & Epicor ERP

Journal Entry Kinetic form - paste insert lines

You can copy paste it just still isn’t working correctly in all areas. Often times they fix one issue which only uncovers the next. When we find something not working we submit it and they are accepting them as bugs which tells me they intend for the functionality to work since a PRB means they intend to fix it. 

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1 year ago
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dmyersParticipating Frequently
asked in Kinetic & Epicor ERP

Journal Entry Kinetic form - paste insert lines

You can copy/paste but it doesn’t work very well in Kinetic yet. They fix something, but something else doesn’t work correctly with each release. We’ve noticed journal entry is particularly problematic and are still using it in classic because of the bugs. I attached a screenshot of our cases and bugs. A couple of the bugs have been resolved, but PRB0241576 is still open. If you’re not on the current version, you could still be impacted by some of the other PRBs 

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1 year ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

2022.1 Cloud Upgrade - Broke CADLink from Epicor Partner QBuild

Thank you for sharing that! We are planning to customize the installer and wondered how it might impact the upgrade process. There were some significant changes with 2022.1 so I’m not surprised it is requiring longer than usual

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1 year ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

2022.1 Cloud Upgrade - Broke CADLink from Epicor Partner QBuild

I agree that QBuild and Epicor should communicate better and not put all responsibility on the customer.  As for upgrades, there is information out there, release notes, etc. but you have to go look for them. Test environments are updated 1 week prior to live for minor updates and 4 weeks prior to live for major releases. When I get a notice a release or upgrade is planned, I go to EpicWeb and search for the release number to find documentation. For minor updates, these typically aren’t posted until after it’s applied to test environments. For updates, we only review the UBC dashboard. For releases, we go through a full test plan especially focusing on integrated solutions and customizations. Recently, I haven’t been receiving the emails so I have to be aware of the release schedules to know when to go look for release notes, but Epicor should be sending emails to advise when these updates will happen. 

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1 year ago
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todd caugheyInspiring
asked in Kinetic & Epicor ERP

2022.1 Cloud Upgrade - Broke CADLink from Epicor Partner QBuild

We are mid implementation for CADLInk and found the issue back when 2022.1 was applied to our test environments. They got it fixed several weeks ago for us. They told us that even though they’re an Epicor partner, it is the customer’s responsibility to let them know an upgrade is planned (even though we’re cloud and on the standard upgrade schedule) From QBuild:Although we're an Epicor partner, we do not know the exact schedule of when your instance of Epicor is upgraded as this varies for different customers. That being said, we ask that you give us a heads up via email 2 weeks prior to your planned Epicor upgrade date, as mentioned during our project kickoff call. Our development team tests our Epicor environments and makes any necessary changes prior to any Epicor upgrade roll-outs, but the upgrade notice from you will let us know when to release an updated CADLink installer. 

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1 year ago
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brenzemaKnown Participant
asked in Kinetic & Epicor ERP

Make vs. Buy - Changes per situation for the same part

Good ideas, thank you. I agree we’d be better off to always set them up as MFG. Then we need a way to make the decision and manually issue PO’s if we decide to Buy 

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2 years ago
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brenzemaKnown Participant
asked in Kinetic & Epicor ERP

Make vs. Buy - Changes per situation for the same part

Usually on a job. We typically default them to most likely scenario, but were very busy recently and so many parts were created as purchased that would normally be manufactured. I would have liked purchasing to make note of these parts and go back and update the part master, but they didn’t. It’s cumbersome to have to manage this in the part record. The make vs. buy decision is fluid for us. When resources or time are short, we buy even though it costs more.

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2 years ago
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jmeyerParticipating Frequently
asked in Kinetic & Epicor ERP

Looking for some guidance on releasing of jobs in Epicor

Run the Production Planning Process to define which jobs you want to pull into the workbench. We run it so all production jobs that have unissued materials will populate.  We run this at least weekly, but really any time we want to get an up to date look at jobs for Planning purposes. We schedule our jobs when they are created and we release by planned start date with consideration to required by dates (if we’re falling behind schedule). The workbench shows Start, Due, and Required By dates, so you could use whatever makes the most sense for Planning for your business. Jobs highlighted yellow have part shortages: We customized this some as well. We added the total estimated prod hours column and we may have hidden or shown some other columns. Our planner exports this list to excel, makes decisions about what needs to be released, and then uses Job Status Maintenance to release jobs in Mass by pasting the list of jobs to be released in the List view grid and then selecting Release All. 

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2 years ago
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jmeyerParticipating Frequently
asked in Kinetic & Epicor ERP

Looking for some guidance on releasing of jobs in Epicor

We release jobs 2 weeks prior to the planned start date. We use the Production Planner Workbench to identify all production jobs scheduled to start in that 2 week window as well as if there are any missing parts. The jobs get released regardless of part status and our Material Management team gets a list of jobs with missing parts to status. If it’s determined parts won’t arrive on time, Planning is notified and makes the decision whether or not to start it with the missing parts. If the decision is NOT to start it, jobs are unreleased.We went live in December 2020 and this is a still evolving process for us, but this seems to be working fairly well. We also created a custom dashboard to bring visibility to released status, operation and job completion status, % material issued, so we can quickly see what jobs are released, which ones are in process, which have materials picked but aren’t started and which have been released, but materials aren’t issued. That dashboard has been the bes

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2 years ago
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dmyersParticipating Frequently
asked in Kinetic & Epicor ERP

Journal Entry Kinetic form - paste insert lines

We are using Journal Entry in Kinetic though it is very finicky, especially with paste/insert. When you right click in the grid you’ll get the option to paste update or paste new. We found that the formatting for the amount and GL code are different for Kinetic than Classic. For instance, in Kinetic, we found that the amounts need to be formatted as General not a typical number format. The GL account needs to be pipes not dashes although dashes are what is visually displayed in the grid.We have an open PRB because if you update an amount that was pasted in, it updates the amount displayed in the grid, but the Group Edit list still reports the amount that was originally pasted. Short answer, pasting works, kind of. If you don’t need to convert it to Kinetic yet, I’d recommend waiting until they work out some more of the bugs with pasting and grids.

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1 year ago
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jmesianoKnown Participant
posted in Kinetic & Epicor ERP

Calling users who are currently on Kinetic 2021 or who are testing!

We are Cloud, so we are on 2021.2.7 (production upgraded this weekend). We are using a mix of kinetic and classic screens.  We are testing each app we use before converting to kinetic. We’ve converted 43% and have another 14% on hold due to issues ranging from bugs, limitations with app studio/customizations, and missing features that we haven’t decided how to address yet (change process or add more customizations). Because we’re cloud and on a regular update schedule with only 4 weeks to prepare before each major release, we are hesitant to add customizations that aren’t critical. We would be interested in discussing kinetic more with other users. I’ll reach out by email as well.

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2 years ago
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shippingNew Participant
asked in Kinetic & Epicor ERP

Time Phase Feature

It’s possible for a job to be scheduled and not the material - if it was added after the job was originally scheduled. Try rescheduling the job, even for the same date. If the material is scheduled, not issued, etc… you should see it in time phase

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2 years ago
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Anonymous
asked in Kinetic & Epicor ERP

MES on the Web URL app=mes OR mode=mes

@glenn.owers you can reach out to me at barbara@callipm.com anytime. 

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2 years ago
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Anonymous
asked in Kinetic & Epicor ERP

MES on the Web URL app=mes OR mode=mes

We were still using the Classic /MES, but testing kinetic applications/processes. We wanted to switch MES to Kinetic and support advised us to change the path to app=MES. We were concerned because it is significantly different and was missing functionality. The most recent response we received is “the Kinetic default MES launch type would not be changing from /MES to /app=MES anytime soon” and that we should use mode=MES.We’re working on converting everything to kinetic now, but it seems many people at Epicor, especially Support, don’t seem to know much about it, so it’s hard to get help when we have questions or issues.We are cloud so we’re also on 2021.1.9 and went live in December with a hybrid classic/kinetic environment. Would be glad to connect and share info/support. Are you transitioning to kinetic now?  

3
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2 years ago
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