Replies posted by Chris.G

13 Replies

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Chris.GInspiring
asked in Americas - Minnesota

MES - Request Form to Purchase Consumables

Thank you for the quick replies. Much appreciated.I have looked at RFQ but feel the need to simplify it for the shop. Select a part, qty, maybe a little more info and then email the request to a buyer. Edit:  I think I can hide a few fields and the RFQ should work.  I was trying not to over complicate the process for the shop.  I have hard enough time getting them to complete a qty! Thanks again.

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2 months ago
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Chris.GInspiring
posted in Americas - Minnesota

User Defined Field won't new or clear

I was able to get it to clear using a predefined UDF aka jobopr.number17 It just would not clear using the UDF field I created and configured. I’ve built UDFs in the past, never had this issue.  I may try to delete the field and add it again just to check. Thanks for your replies and support. I’m sure you know how it feels to expect something routine to just work!  I’m on 10.2.3 upgrading to 12 eventually. Have a great day!

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3 months ago
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karonson@autoassembly.comNew Participant
asked in Americas - Minnesota

Report Data Definition

I usually copy and existing one and then modify it, adding fields and needed datasets.You could also create a BAQ and then create a BAQ ReportFrom Actions - Test the report and then download the RDL.Look in the application help and search for BAQ Report Designer.That works well for me. Edit: Did you create a report style?If there is an existing report that is similar, report style > create a copy and assign the report definition you modified.( I normally would copy the report definition associate with the report that is similar to what I am creating - SO, Packlist, Invoice - I just copy that definition and add to it.)Then download from actions. Choose your C: only.  It will create a folder titled reports > custom report. Open the rdl and make your changes and saveReturn to the report style > highlight your copySelect actions > Upload - pointing only to your C: drive (It will know where to pull the RDL from.)

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4 months ago
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tony.ferrisNew Participant
asked in Americas - Minnesota

11.2.300 SSO and SSL complications

Not sure if this will help but I remember having to update my config file. My user IDs also had to have a Domain and Domain User ID to launch.  I had a basic config and a Azure to test both ways.  

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6 months ago
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mklarsonNew Participant
posted in Americas - Minnesota

Has anyone set up the standard requisition purchasing process in E10

Have you looked through Purchasing Setup? The option to setup codes are there.If you own the module, features will turn on such as dispatch from the action's menu presenting a To Do list or approval request for pricing. Open a screen and go to the Tools Menu.  I noticed you use the older menu.   Look at Help > Application Help and you will see a lot of information that you are searching for.  At the very top left of that App Help > Look for Epicor ERP User Guides > Epicor Application User Guide and locate Purchasing. I cannot demonstrate because I don’t own that module at this company. I have set things up for customers in the past. I no longer work at Epicor.   Best of luck to you!

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2 months ago
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mklarsonNew Participant
posted in Americas - Minnesota

Has anyone set up the standard requisition purchasing process in E10

I’ve set that up for customers before.It begins in Quote or Job Entry.Quote > Line > Manufacturing> Details --- Quote Details > Materials > Details  Or Job Entry > Job Details > Materials > Details You could also begin in RFQ Entry Create a New one or pull from options Now you are ready to use the Buyer’s Workbench You can use the supplier wizard or add one independently.If believe it uses a ‘ what supplier have we purchased from before” option. You now can use the Actions Menu to accept and create a PO from that screen.The Buyer’s workbench is a good tool.  Everything in one place for purchasing.Hope that helps!​​​​​​​

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2 months ago
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kchristensenNew Participant
asked in Americas - Minnesota

Physical inventory - converted items to raw material

Can you update using DMT?  or an Updatable dashboard?

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8 months ago
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nicky.hopkinsKnown Participant
asked in Kinetic & Epicor ERP

Sales code for a service

Awh, of course.  Thank you.

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9 months ago
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nicky.hopkinsKnown Participant
asked in Kinetic & Epicor ERP

Sales code for a service

I want to use Counter Sale to sell Engineering hours, no job.Part - Consult -   non-physical partsInternal Price: - is this the engineering hourly rate?Sales Unit Price - what rate we sell to the customer per hour.I have a GL account attached to the Prod Group / Part Class but where will I see the COGS?  Is that the Internal Unit Price? On the part tracker, costs tab, I don’t see any costs at all. It’s the only thing I am missing.  Thanks for any steering. 

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9 months ago
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garybKnown Participant
asked in Kinetic & Epicor ERP

AP Invoice not selected by discount date

I realize this is an older thread but 2/22 in your invoice selection parameter is not the due date. If you had selected 2/28 I believe it would have presented.

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1 year ago
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melissahInspiring
asked in Kinetic & Epicor ERP

User cannot see menu but no menu security

Does the user have access to the top level in menu security? It’s like Active Directory, it inherits down to the child below it. I think she needs access to Main Menu,  Materials Management > Purchasing > General  Opps > PO Entry if you are only providing her access to certain options under Purchasing.  If you run the Menu Security Report for just her, can you see her access?Question if she using Active Pages / Kinetic Home?  I’ve experienced this...Not sure if this will help or not but it has happened to me a few times with a user not being able to see my updated customization I’ve added to the menu. If the  out of the box or added shortcut points to an older version of the form, I’ve found they can still get to a base form even though the form may have changed. I have to edit the menu > delete the application short cut and add it again.  It picks up the new form.   

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1 year ago
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M.JamiesonInspiring
asked in EMEA - Europe

Is there a quicker way to load numerous serial numbers

You could use the Data Migration Tool (DMT) When uploading template, use tilde (~) symbol for serial number field in DMT for one row template instead of multiple rowe.g. 4JJPK3~4JJPK4~4JJPK5~4JJPK6~4JJPK7 Epicor KB Article Knowledge Page - EpicCare (epicor.com)

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1 year ago
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Andrew McCloskeyNew Participant
asked in Kinetic & Epicor ERP

Aged Receivables visibility on Dashboard

You first need to be added to the Epicor Data Discovery Admin group to create a new chart to add to a dashboard. Then, you can perform these actions.https://erpvideo.epicor.com/detail/video/5845957745001/building-data-discovery-dashboards-with-new-views?autoStart=true&q=data%20discovery

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1 year ago
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