Replies posted by bkyle

24 Replies

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pgoodhewInspiring
asked in Kinetic & Epicor ERP

Creating inventory quantity adjustments from a stock count dashboard

Great idea. Would also like to try this. Do not use the standard count process for the same reason and enter discrepancies  manually. Unfortunately Have no help. Good luck.

6
P
1 year ago
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bkyleInspiring
asked in Kinetic & Epicor ERP

how do I entre outside Payroll service info for both GL and Bank rec

I thought of doing the bank adjustment to the cash account but it just seemed so simple that it would work without causing me more problems. So I did a GL entry and posted my cash  transactions to accrual accounts then made bank adjustment entries to the accrual accounts. That's probably what I will do in the future. I will change my GL accounts in spread sheet to the accrual accounts for direct deposit and Taxes. I will copy and paste that to GL entry. The make a bank adjustment entry for the two amounts I put in the accrual account. That way it will be in the Bank rec program and match the amount on my statement so I won’t have to add ta bunch of transactions up  and check the totals. 

5
W
1 year ago
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david.hiteKnown Participant
asked in Kinetic & Epicor ERP

Shipping Report with Order Number and Job Number

the jobprod table contains the job order links.  Just keep in mind shipments from stock will not show up on your list if there is no associated jobs unless you play with the links. 

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J
1 year ago
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garybKnown Participant
asked in Kinetic & Epicor ERP

LaborDtl Storing JCDept on Indirect Labor

I have the same problem. Especially with hourly office employees. Their time gets posted to direct labor applied labor or  indirect account and not the proper GL account. Unfortunately I can not suggest  a fix that I would recommend.  

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1 year ago
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garybKnown Participant
asked in Kinetic & Epicor ERP

LaborDtl Storing JCDept on Indirect Labor

I also struggle with this. I have hourly office employees and when they punch out it gets posted to production indirect hours.  It ends up being part of the cost of goods sold applied labor accounts. Have not fount a good way to keep these straight. 

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B
1 year ago
daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

Loading Jobs via DMT (Old system to new system)

Do you have any transactions against these jobs?  You may want to load them from the part trans file. If you have links to orders you may want to load the orders and the jobprod file. If you want any posted labor then you would need labor head and detail.  you would need to load any purchase orders for material or subcontract that are open linked to these jobs.  

7
mwilson
1 year ago
daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

Conversion Workbench Errors

Last time I tried data views in Kinetic last year  just did  not work.  They did  not return any Data. I talked to support and they confirmed it was supposed to be fixed in future update.  I have not checked in a while. One of the reasons I postponed my cloud conversion and have not upgraded on premises live to a Kinetic version.  

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2 years ago
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glenn.owersBrainy
asked in Kinetic & Epicor ERP

MFG operation step duration is longer than estimated - How do you handle?

We don’t have any real time notification on over estimate times. We review jobs weekly that are under margin amounts when they are completed but nothing before that. I am also interested in what others do that is better than that. 

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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

I have receiving release jobs when they receive materials. That way it is easy to tell if a job has materials available by it's status.  Especially helpful with purchased materials with long lead times.

5
B
2 years ago
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david.hiteKnown Participant
asked in Kinetic & Epicor ERP

BAQ to query total sales by customer to Match Income Statement

First of all you need to make sure you have no journal entries or adjustments in your sales account or you will never match. Then you need to look at how your credits are posted. If they post to  return account then you need to exclude them from your query.   If  freight and taxes post to separate accounts then you need to make sure they are not included in your query. if all of these post to separate accounts then I would use the line totals instead of the header totals and you have shot of making this match. 

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slepley
2 years ago
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jmesianoKnown Participant
posted in Kinetic & Epicor ERP

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

I have been testing Kinetic cloud for about 3 months here are some of my ongoing issues. Kinetic forms: do not display attachments.   Data view does not return any data.SSRS break and route:I cannot send email using senders email to anyone outside my domain.cannot use custom fields  or any table other than breaking table for meta data in doc star.  

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D
2 years ago
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jfekkesKnown Participant
asked in Kinetic & Epicor ERP

New Robot (for forming parts): Add a new Operation with a Resource Group or add a new Resource Group to an Existing Forming Robot Operation?

I would do both. Otherwise any scheduling, shop load or resource group reports will be combined and not much value.  If you don’t have separate operations you are relying on entry personal  to edit resource group correctly. Which they won’t it is not in convenient place.   job travelers will also be confusing with only one operation as to which machine jobs go to. simpler and cleaner to just make new everything and data steams will remain separate and correct..

2
S
2 years ago
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david.hiteKnown Participant
asked in Kinetic & Epicor ERP

Set QOH to 1

And you’d need to use the Quantity Adjustment in DMT with a sheet that looks something like this:     Joe I had not seen this before and will look at at it next time I do a count instead using qty adjustment.

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G
2 years ago
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david.hiteKnown Participant
asked in Kinetic & Epicor ERP

Set QOH to 1

You could be opening a big mess of accounting  trouble.  Changing the inventory quantity creates a transaction in your general ledger to posting the value of your inventory change as an expense and reduce the assets. Not sure if DMT or other mass change program would do that. I would certainly test it on a few items  before using it in mass. Otherwise you will end up with a bunch of assets on your books that don’t exist and what is the correct value?Y 

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G
2 years ago
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melissahInspiring
asked in Kinetic & Epicor ERP

Operational Metrics - Production standards

Not sure if this is what you are looking for but I identify jobs which are not making profit with the gross margin report.  I have a check box and date I put in part entry to mark if  a part has designated on review. We periodically have meetings to discuss on review jobs. Any change suggestions on production  plans I put in a part memo with category review.  The on review noteprints on job travelers and the memos print on production inquiry reports. Parts that improve can have methods and costs changed. Parts that fail to improve are designated to be requoted and prices raised. 

3
B
2 years ago
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awilsonParticipating Frequently
posted in Kinetic & Epicor ERP

Active Forum

I also wonder that . I think this new email format is killing this group.

3
slepley
2 years ago
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bkyleInspiring
asked in Kinetic & Epicor ERP

manufacturing in batches

I will try that. I have never used cycles. I didn’t see min/cycle in there which would work best.

2
B
2 years ago
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infoInspiring
asked in Kinetic & Epicor ERP

Epicor CRM: Marketing List Generator

Never found anything of value in Epicor CRM. Just stopped using it.

5
I
2 years ago
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bdiehlNew Participant
asked in Kinetic & Epicor ERP

Finite Scheduling subsequent operation to different resource and capabilities

about the only thing you can do is have the second operation designated as start-start in the operation scheduling  section.  This should keep the calendar dates close to what you want. As far as Epicor automatically assigning a different resource I don’t know if it will and certainly not pick the one you want. I have not had a lot of success with understanding anything in scheduling beyond the resource group and still end up with resource groups scheduled over capacity with finite schedule. I global reschedule once a week.

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B
2 years ago
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Anonymous
asked in Kinetic & Epicor ERP

BPM to update a table?

I think the information you are looking for is in the job assemblies table. It has both total and estimated time and costs in it.

2
B
2 years ago
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kiran.davisInspiring
asked in Kinetic & Epicor ERP

Stock Status Report

I don't think there is a table that you can access to pull stock quantities for a particular time. I think the stock status report takes current values and adds and subtracts  transactions back to date given for report. If you want something d with different options I think you would have to follow the same methodology.

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V
2 years ago
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bkyleInspiring
posted in Kinetic & Epicor ERP

Exchange virus

We planned on moving email to the cloud this month but did it as soon as possible after restore. Also in process of moving Epicor to the cloud doing our first pilot approval this week.

3
J
3 years ago
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mthompsonInspiring
asked in Kinetic & Epicor ERP

Purchase Receipt Default Warehouse

My guess is that it is controlled by your  part class. You may need to set up a new part class for non inspected inventory purchases. 

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K
3 years ago
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Anonymous
posted in Americas - Southwestern Ontario & Greater Toronto

0 Days Out in plans

IF you create purchase orders for your outside processing then global reschedule and the job is behind schedule global scheduling will use the dates from the PO or not overwrite them with new scheduled dates. In most cases it will show same day start and due for outside processing in these circumstances. If your trouble jobs fit this criteria the only fix I know is to manually reschedule with over write constrained materials.   Bruce Kyle   President Knight Carbide       ------

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6 years ago
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