Replies posted by MontyWilson

77 Replies

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MontyWilsonBrainy
posted in Kinetic & Epicor ERP

Classic (WinForms) vs Kinetic: Features Dropped?

@dmyers Not at all; in fact, would you please list here, any you can recall?  Thanks much...

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1 month ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

When Does Epicor Auto-close Order Lines?

@slepley @djo Thanks Doug and Scott!  We now believe that in the affected cases, the person creating the shipments is unchecking the “Shipped Complete” box.  Unfortunately, there is confusion around the feature because in industry, there is a phrase “ship complete” which means in Epicor language, Ship Order Complete, which is not the same thing but sounds alike.  We ship a hundred or more parts orders daily from this specific company, and one or more of the persons entering the packers, if changes are needed to the quantities, are manually unchecking this box, we believe.  Research and design of a workaround, are still underway.Best,.Monty.

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1 month ago
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MontyWilsonBrainy
posted in Kinetic & Epicor ERP

Classic (WinForms) vs Kinetic: Features Dropped?

Each year at Insights they say they’ll continue to support the WinForms screens for two years minimum, but the current situation as I understand, is that they’re no longer fixing the old screens, and new features are being introduced that are only accessible in the new screens.  When it was ERP 10, the new screens were given the name Kinetic.  But now the whole product is called Kinetic officially, which is confusing to some users.As soon as I heard from Epicor that they left-off the import feature intentionally from Issue Material, I realized they may have done this elsewhere in the software, so I wanted to open a discussion space here, to see if anyone else had seen a list of dropped features, or had encountered a similar situation.

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1 month ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

When Does Epicor Auto-close Order Lines?

Will do.  Thanks, one and all! ..M.

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1 month ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

When Does Epicor Auto-close Order Lines?

@slepley @dmyers Thanks for responding! ..M.

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1 month ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

When Does Epicor Auto-close Order Lines?

OK so if I’m understanding correctly,, and I’m only talking about SO lines not the whole orders, if we ship all the quantities of a sales order line, but they’ve not been invoiced, or they’ve been invoiced but not yet paid, and these lines are not closing, we have an error?

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1 month ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

GL Journal Not Defaulting To Main Book

We are on K22.1, and yes we do have the master book marked as Main and it’s still not defaulting in GL Journal Groups created in the affected company.  We have other companies in this same installation operating normally.  We have opened a case with Epicor and have a session scheduled this afternoon to review it with them.Thanks,.;.Monty.

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2 months ago
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MontyWilsonBrainy
posted in Kinetic & Epicor ERP

Returning Time As String In A BAQ

Here’s the AM/PM version I put together.  HTH,..Monty.(case when CONVERT(NVARCHAR,(PartTran.SysTime / 3600)%12) = 0 then '12' else   CONVERT(NVARCHAR,(PartTran.SysTime / 3600)%12) end)  + ':' + RIGHT('0' + CONVERT(NVARCHAR,PartTran.SysTime /60%60),2)+ ':'+RIGHT('0' + CONVERT(NVARCHAR,PartTran.SysTime %60),2) + (case when CONVERT(NVARCHAR,PartTran.SysTime / 3600) < 12 then ' AM' else ' PM' end)

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slepley
2 months ago
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MontyWilsonBrainy
posted in Kinetic & Epicor ERP

Returning Time As String In A BAQ

Thanks Scott!  That gives…1/1/1900 1:25:10 PMSo I just tried a substring function to peel off those first nine characters, and I get an error message saying DateTime is not valid for the first argument of the Substring function.  Even when I try to put it in a different calculated field, I get the same error message, and that’s explicitly declaring your suggested function as an nvarchar(16) type!  I don’t understand why this environment throws so many obstacles into a simple conversion from time format to a string.Thanks for the suggestion though, it is a lot simpler than the only thing I’ve found so far that actually gives me a string...Monty.

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slepley
2 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

What User Manual For Purchase Planning?

Many thanks, Calvin, for the heads-up.  That’s not my question, though.  I’m asking, which Epicor manual covers purchased part planning.  Does anyone know? All best,...Monty.

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

Overview of Manufacturing Variance - Can anyone help??

@jkuehl You might make a dashboard or SSRS report that shows for a period of time (3 month history for example) all the MFG-CUS or MFG-STK jobs that were received with other than the same cost.  You could use a subquery or summary table that gives average cost, then compare that with the transaction cost, and if they differ by more than a tolerance amount, include in the dashboard.  For most companies, it would be an exception to have multiple transactions per job like this, but even when they happen, the transaction cost should be the same as average per job, unless they were received across a boundary of a standard cost valuation.  But you need to make sure you’re using fields that are based on standard cost, not actual.

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2 months ago
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carolina.pullenInspiring
asked in Kinetic & Epicor ERP

Update PO due date from New PO Suggestion - Material List tab

Dear Carolina, Using Field Help / Technical Details you can learn more about how these fields are different.  They have the same field description, and the one in the List view erroneously tells the user that the dates can be changed.  But in Technical Details you can see that the one in the Detail page is a DB field of SugPoDtl.DueDate, and the one in the List view is a calculated field calcDueDate with no DB field in the binding.  Here are my ideas for editing or importing these in List view.Open the grid collection of the List view, and see if there is the SugPoDtl.DueDate field available to be un-hidden.  I expect it would be there, since there are other fields from that table in the grid.  If it’s not there, you could add it with a classic UI customization (see “add field to list view.”) Create your own list view using the Sheet Wizard, either through an embedded updatable dashboard, or other ToolBox tools, for updating the fields you need. Use a standalone updatable dashboard on

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2 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

What Makes PO Suggestions Not Be Deleted By Regenerative?

@JackieB bump

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2 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

What Makes PO Suggestions Not Be Deleted By Regenerative?

@JackieB I think you said “comments are closed” because of a wrinkle in how the web site works.  If you reply to a conversation that was left open in your browser long enough for your session to expire, the system will reject your reply.  Please try again. This was on a prior project, and I never learned what can make a PO suggestion stay in the table after a regenerative Generate PO Suggestions is run.  It’s happening on my current project as well, although it hasn’t been reported as an issue the question has come up and I’m still curious as to the cause.  I’ll bring it to Insights if I don’t find any answer.Thanks,...Monty.

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2 months ago
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jnortonNew Participant
asked in Kinetic & Epicor ERP

Alternate overhead rate methods

@akosters Anthony, any cost accounting tricks you know of that would help @jnorton J. Norton record the hourly cost of machines?  Normally I would try putting it in Scheduled Resources and resource groups, but that may expense it rather than using the depreciated value.Best,...Monty.

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2 months ago
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jnortonNew Participant
asked in Kinetic & Epicor ERP

Alternate overhead rate methods

Labor Hours is by far the usual denominator for this calculation.  But if you go with pure labor hours you’re right, you miss the contribution of the hourly consumption of a robotic machine being depreciated.  I believe that would normally come in through expensing and burden hours; however, a Finance user with experience in depreciation and getting costs from specific machines to the Operations they perform, could provide a deeper dive into the options here.Thanks,…….Monty.

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2 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

Can We Make Epicor Post AR Bank Deposits In Summary

She has clarified that the issue is about the deposit transaction posting rather than the bank statement reconciliation, so we’re trying the method of adding Payment Method AR Check into the affected company; we have a theory that will solve it.  Thanks for the replies!Best,..Monty.

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2 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

Can We Make Epicor Post AR Bank Deposits In Summary

@thierry.cools Thanks so much!  I’ll get this information to our USA Controller, and we’ll do those tests as well.

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2 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

Can We Make Epicor Post AR Bank Deposits In Summary

@steve Thanks much Steve!  Does it change the posting?  She is specifically asking about the posting being made in a sum instead of the individual invoices being paid in the payment entry going into the bank.

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2 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

Multiple Customizations In Menu

@fred Thanks for reminding me that there may be a custom feature doing this!  I’ve discovered a method directive that’s doing this.  All best,..Monty.

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3 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

Multiple Customizations In Menu

@fred Yes, it’s weird, when I change one from V18 to V17 and save, there’s an opportunity to see one at V18 and the other at V17.  But when I hit refresh, it can be seen that both of them are now V17.  I’ll try the creation of a new menu entry.

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3 months ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

Multiple Customizations In Menu

@fred Thanks but the only prompt I see in classic Menu Maintenance is the one that says “Customization” with the drop down selection.  In my example, the Order Entry program is under Customer Relationship Management / General Operations and also under Sales Management / General Operations.  When I change one of them from customization V17 to V18, it changes both of them.  Is there another type of layer, and if so, where is the control for it?Best,..Monty.

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3 months ago
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Chris.GInspiring
asked in Kinetic & Epicor ERP

MES - Start Production Activity Question

Have you tried selecting Resource Group before (or during) the launch of Work Queue?  IIRC the Work Queue accepts a work group or resource group, and only shows the user job operations within that area.

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calvind
7 months ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Safety alerts / Tracking / Corrective actions

Dear Laird, Reviewing the application help for Corrective Actions, it looks like it’s intended to work with the Nonconformance application to track the correction of specific discrepant items.  For example, if you have 100 widgets on hand, and 20 of those are found to have a safety issue, you would use this module.  But you wouldn’t want to track changes to the widget part number in general, for example, recalls that apply to the part in general, not to specific items in that part number.  Is that your understanding of the tools?HTH..Monty.

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7 months ago
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jdroweParticipating Frequently
asked in Kinetic & Epicor ERP

Creating a commercial invoice with items from multiple plants

There is this related discussion: Creating a consolidated AR Invoice from multiple plants.  Seems like from the language used, you may need multiple sales order releases, maybe even multiple sales orders, but when you do your customer shipment you can select the releases from different plant sites.  Since invoicing flows from customer shipments, that might be a solution for you.HTH

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7 months ago
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