Good read. We created a dashboard with demand for all of 2022 by supplier and sent the list to each one to get prices and lead times. This helped them with their own forecasts for 2022. randallweber.com
I agree with vshevchenko. Use the Epicor migration tool. randallweber.com
I am not using mobile. Is that where you have an issue? I tested tags in Epicor desktop version and they worked as expected. I don’t know of anything you need to do for them to be active.But thanks for the post. I forgot about this feature and will tell my clients how to use it. randallweber.com
Hi Amy,I see this post is a bit old, so you may already be done with training, but here’s what I have found after training dozens of people over the years. I would create work instructions only to find that most people prefer hands on training.But one thing I always do with the work instructions is create a short list of steps at the top followed by screen shots of each step. Once they get the hang of it, they can simply follow the short list of steps.Good luck. I didn’t make it to insights this year. How was it? randallweber.com
Hello - I tested Forecasting and have PO suggestions at low levels for demand from suggested jobs. We call them R-jobs as that is our prefix. When we have had “missing” suggestions, it was usually one of the following:Part - Process MRP not checkedPart - Generate PO Suggestions not checkedRevision for the parent wasn’t approvedOf course you might already know this. randallweber.com
I was able to add a range by selecting Add Range of Serial Numbers: randallweber.com
I see it under Financial > General Ledger > General Ledger Account there is an Active checkbox there. I am using E9.
It’s in Sales > Quote > Setup > Country. I can see that we have US as the default, but I wasn’t able to choose a different one as default for some reason - the checkbox is there but doesn’t work. I’m using E9. Please let me know if you were able to set a default country. randallweber.com
I am not using Kinetic, but in V9, we had a similar problem and running this conversion program fixed it:6430 Recalculate Part Onhand/Allocation summaries.
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