Replies posted by bruce

36 Replies

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nina.richard@timberhp.comNew Participant
asked in Americas - Northeast - CT, MA, ME, NH, RI, VT

BOL from Order Entry Screen

We have created the BOL from the Shipment.All of the information is there  to create it. And it is just a different report style from the packslip. Bruce 

2
N
7 months ago
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Andrew McCloskeyNew Participant
asked in Americas - Ohio - Columbus & Cincinnati

Tooling Life Tracking

Andrew - One approach is to create a part for the tool.Place the tool on the bill of material with a quantity per parent.If your tool should be reviewed every 1,000 parts - set the minimum qty on the part to 0Adjust into inventory 1,000.When the inventory drops to zero or below, create a job to review the tool etc. 

2
G
1 year ago
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Joni DNew Participant
posted in Americas - Minnesota

PO Due Date Management

Epicor is written with the expectation that supplier delivery dates will move.The due date is what will drive scheduling, available to promise, and MRP.If you don’t move the due date, the standard system tools will not show you that you will not make your delivery. The promise date is available to measure the performance of delivering on time.  Time phase uses the due date to show the projected balance based on when Purchase orders are due in to inventory or the job. 

3
J
2 years ago
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ToddHansonNew Participant
asked in Kinetic & Epicor ERP

PO Release Status Codes: C, M, O, v

If you are looking for shortages on jobs - checkout Production Planner workbench,Make sure to run the production planner process first and put the cutoff date out into the future.The dashboard will give you both status of material by job and also show what parts are short and the demands on the those parts. 

7
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2 years ago
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pmurphyNew Participant
asked in Americas - Arizona

Supplier quality

The standard dashboard from Epicor shows the number of receipts late not percent of receipts late.I have built some to show this information.The receipt detail table does show the inspection results, but sometimes you may fail a receipt because you want to run it through DMR for more inspection. SourceDay (SourceDay.com) has built in quality tracking metric like you were asking for along with the cost information too. 

2
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2 years ago
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

Single Plant Operation Masters

Operations are not site specific but will only be available in a site if a scheduling resource or capability has been assigned to them.  This does allow you to easily move a product from one site to another (with alternates).The column allow in current site is on the operation maintenance and the engineering operation master list. Operations list in two different sites. 

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2 years ago
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jfeettererNew Participant
asked in Americas - Midwest - IL, KS, ND, NE, SD

How to limit via 'user security', the use of the DELETE icon.?

From any classic screen - Click on Tools-->OptionsSelect the Global Options-->Toolbar 

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K
2 years ago
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ACombsParticipating Frequently
asked in Americas - Midwest - IL, KS, ND, NE, SD

Restricting Part Numbers that can go Sales Orders

Check out RoHSYou could leverage the capabilities of that module.

2
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2 years ago
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McKessonHVSNew Participant
asked in Kinetic & Epicor ERP

Filtering information for a dashboard

Consider using the PartDtl table - it is the heart of the Time Phase view in the database.It will help you sort through a lot of what you are looking for.This joined with PartBin in another subquery should help you get to your answer of supply / demand. Bruce 

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mwilson
2 years ago
daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

Stop Negative on Hand

With FIFO you are not allowed to go negative 

1
B
2 years ago
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david.hiteKnown Participant
asked in Kinetic & Epicor ERP

The best way to claim the same operations on a list of jobs?

Check out batch processing as it will do exactly what you are looking for 

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

Selling a part with or without assembly?

I would setup a complementary part that would be “Assembly”.It would be a non-stock part that would create the job.No need to issue any material to the job, but the labor would be captured to the job.If you wanted to make it a single line, then instead of complementary, set up an upgrade part that would replace the part with the non-stock assembled product.  Similarly, you could have a down grade button on the assembled unit to send just the kit. Bruce  

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2 years ago
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alex.fastKnown Participant
asked in Kinetic & Epicor ERP

Lean accounting

Alex, I am interested in this lean accounting also.My brief study of it, is to look at the value stream costing versus department costing.  This can be accomplished through some standard functionality of sales category and product group.These two “attributes” on the sales order line will drive the chart and department segments using standard functionality in Epicor. Bruce

6
A
2 years ago
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bkyleInspiring
asked in Kinetic & Epicor ERP

manufacturing in batches

Problem 1) Use Cycles for your production standard - you can set 15 minutes per cycle and 1,000 parts per cycle. Problem 2) On the resource group, you want labor = burden, because you will be clocking into several jobs at the same time to produce the products. Note (I did this from memory not looking at the screen so the terms might be similar above). 

2
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2 years ago
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FelipeKnown Participant
asked in Kinetic & Epicor ERP

Epicor cut list

The cut list report has several uses - but it all revolves around the materials on jobs.You can filter it by the resource Group The best example is working with bar stock material, you would run the report filtering for the “Saw” resource group. for operations that are linked to material in the next two weeks.The report would list, with page breaks, all of the part numbers that need to be cut,So your list would show1-inch angle is needed for the following five jobs. 2-inch angle, etc. Another use would be with paint - if you put paint on the bill of materials, you will be able to find all oof the jobs that are being painted white in the next week, so you could schedule them together. Bruce

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2 years ago
daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

Invoiced not Received Report/Tracker

Daniel, I have written a received not invoiced dashboard which is not time-sensitive.   You can run for a prior month even though some invoices have been applied to the receipts.  Unlike the printed report.I know I could produce an invoiced not received dashboard that would show you what you are looking for.  There are times that a company needs to do a downpayment for the services prior receipt of goods. Let me know if you would like some help with that.I have attached the information on the RNI dashboard so you would have an idea how to approach this problem. Bruce  

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V
3 years ago
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kgilchristKnown Participant
asked in Kinetic & Epicor ERP

Dashboard

Here’s the basic steps that I would do for modeling and also releasing.Select a UD table - UD10 for example Place a menu item in the executive Analysis -->Seutp for UD10 for manual access to the table Use this when you are building the BAQs for testing Also to delete projectIDs if you want Open up BAQs and create an updateable BAQ using UD10 only. Select Key1 thru Key5, Company required to be displayed Select Checkbox01 Make Key1 and checkbox01 updatable. Allow new records and multiple row updates Open up the BAQs that you want to filter based on the projectIDs Place UD10 into the query joining Key1 to the project table use an inner join Set criteria on UD10 that Checkbox01 = TRUE Open up your dashboard Add the UD10 query to the dashboard only display Key1 renamed to ProjectID and Checkbox01 as (selected) Drag the field to the left side of the screen for your “filter box” No need for publish and subscribe because you have done it in the BAQs Deploy the dashboard Using

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K
3 years ago
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Anonymous
asked in Kinetic & Epicor ERP

COASegValues - Add UD field

Why not go to the account segment values and assign your categories there?  

6
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3 years ago
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kgilchristKnown Participant
asked in Kinetic & Epicor ERP

Dashboard

Use a UD table and set up an updatable BAQ that allows new records and enter in new rows with  Key1 (projectID) and checkboxes link Key1 to the projectID on your other queries  Place the UD Query on your dashboard and eliminate the need for the parameters. 

8
K
3 years ago
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Anonymous
asked in Kinetic & Epicor ERP

COASegValues - Add UD field

You have 25 segments already available that you could easily add a dynamic segment that would be populated base on a particular transaction and value. Some that have been done are CustID, Project or salesRepID.is that what you are looking for? 

6
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3 years ago
EM81
EM81Inspiring
asked in Kinetic & Epicor ERP

Can commission be set to be part-specific?

Commissions can be handled many ways - as it really is just a report in Epicor.I have built out commission based on a matrix of discounts on the line, sales margin and even just off of splits.  To add some complexity added a sliding scale based on the sales margin also. 25% margin = 5% commission 50% margin is 8% commissionWhen it gets right down to it, the Commission is a function of many of the variables around an order.Ext Price Product Group Part Sales Margin etc…One of the keys in your query will be to split out the sales reps.Salespeople and commission rates are held in the InvcHead and OrderHead tablebut if there are multiple reps the IDs are all in 1 field split with a ~. To extract them use 5 calculated fields containing these calculations:([Ice].entry(1,OrderHed.SalesRepList ,'~' ))([Ice].entry(2,OrderHed.SalesRepList ,'~' ))([Ice].entry(3,OrderHed.SalesRepList ,'~' ))([Ice].entry(4,OrderHed.SalesRepList ,'~' ))([Ice].entry(5,OrderHed.SalesRepList ,'~' )) You then can do mult

5
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3 years ago
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jsizerNew Participant
asked in Kinetic & Epicor ERP

Part Attachment Two Parts - Same File

I have solved this load.You need to look at how Epicor is storing the link to best understand this.When you link a file a record is created on the X-ref tableTake your list  - remove the duplicate file names and load only one line per attachment and load into the Ext File Ref table XFileRefNum PDMDocID BaseFileName DocTypeID XFileDesc XFileName ExternalSystemDoc 101 1 123.JPG   123.JPG E:\Engineering\123.JPG DMTLoad  Create BAQ that lists the XRef to determine the real XFileRefnum (the xfileRefNum is assigned by Epicor)3. Create your load using the XRef number.PartNum RevisionNum XFileRefNum FileName PDMDocID DocTypeID DrawDesc 901-123 J 1164 E:\Engineering\123.jpg 1,171   123.jpg  

3
A
3 years ago
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kskipperInspiring
asked in Kinetic & Epicor ERP

Price Lists (customer) to increase the price

Put a list price (sales Price) on the part master at the higher price.Create another price list with a discount for the various product groups and attach them all to the other customers (or groups) - except for the one. 

7
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3 years ago
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madamczykParticipating Frequently
asked in Kinetic & Epicor ERP

Is there a way to drive Division Segment with Customer, Customer Group or Sales Category using standard posting rules?

With standard rules, you can drive the division based on the site (plant) or warehouse.You are right, the sales category on the line will drive department. To change the division base on the customer, customer Group or sales category will take a change to the posting rules. 

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3 years ago
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abutterKnown Participant
asked in Kinetic & Epicor ERP

BAQ Criteria by user

Arno, You have several options on how to work with this.Using the BAQ Constants function - you can pull in the userID. UserCodes - you can make the key field the using name and the code would state what “level” they can see.  In the criteria you could have a case statement to return data. Using a UDTable - create an updatable BAQ that defaults the UserID in Key1 the other fields can hold responses like date1 and date2 - I have done this for filtering orders taken during a time frame.  In your other BAQ, pull in the UDtable as a subquery which will filter the OrderHead table based on order date is between UD11.date1 and UD11.date2. Deploy the dashboard with both queries to allow updating the dates.   Using user table - enter in UserID with values you have set for ShortChar01, 02, Number01, 02, etc. This table then is pulled into the BAQ as you means of filtering or calculating results.Hope that helps. Bruce Larsonbruce@larsonsolutions.com 

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B
3 years ago
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