Replies posted by calvind

31 Replies

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infoInspiring
asked in Kinetic & Epicor ERP

Site to Site Inventory Transfer via DMT

info -have you tried running the Fix Onhand Qty tool under the system management→mfg dist menu?Calvin

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6 days ago
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Dave MillerParticipating Frequently
asked in Kinetic & Epicor ERP

Error Loading Home Page - Kinetic Client

Dave -Can you remove the permissions from the user to Personalize the screens, remove any personalizations, and see if this stops the issue of coming back?Calvin

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4 days ago
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joneill@fitlifebrands.comNew Participant
asked in Americas - Midwest - IL, KS, ND, NE, SD

BAQ General Ledger Account Summary

Jon -I copied your request into CoPilot and here was the result.  By the way, this is the topic for this week’s User Group Meeting in Chicagoland.  Using AI to build BAQs. Identify the Necessary Tables: You’ll need to work with the following tables: GLJrnDtl: Contains journal entry details. TranGLC: Provides information about GL transactions. PartTran: Includes additional transaction details. Join the Tables: Join these tables using the appropriate keys. The joins can be a bit tricky, especially when dealing with different formats for key fields. Ensure you handle the formatting of values consistently across related tables. Select Relevant Fields: Include fields such as: Transaction ID Account Number Account Description Posted Date Amount (or Debit + Credit) Memo User Add Supplier Name: To include the Supplier Name, you’ll need to join additional tables related to supplier information. Depending on your specific setup, you might need to link to tables like Vend

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calvind
15 days ago
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MTPPInspiring
asked in Kinetic & Epicor ERP

In Data Collection how do you get to settings to change themes?

Log into regular Epicor as the shop user - not the employee.  Update the settings and save. Log back into MES and the screens should be updated.These steps should fix it for you. HTH,Calvin Dekker

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29 days ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

What User Manual For Purchase Planning?

Monty -This is the Inventory topic Friday from 12:30-1:30 PM (CST) in the virtual user group online meeting.Register onlineSee you there!Calvin VIRTUAL USER GROUP AGENDA:AGENDA (all times are US Central)NEW BUSINESS9:00 AM – 9:15 AMFuture Meetings and Upcoming EventsRECONCILING BANK STATEMENTS9:20 AM – 10:20 AMAn experienced professional will take the group through how to properly use Epicor's Bank Reconciliation process to reconcile your monthly statements.  Learn some tips and tricks for how to make the process smoother, and how to deal with common issues.BAQs - USING CALCULATED FIELDS TO ROTATE MULTIPLE COLUMNS WITH PIVOT10:25 AM – 11:55 AMKevin Barrow (Steffes Solutions) uses BAQ calculated fields to rotate multiple columns with Pivot.  He'll walk through a sample and show how to do this.LUNCH12:00 PM – 12:30 PMMAINTAINING MIN/MAX/SAFETY MASS UPDATED AND THE IMPACT ON PURCHASE SUGGESTIONS12:30 PM – 1:30 PMHow do the min/max/safety values affect your purchasing suggestions?  How do

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2 months ago
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henrystruNew Participant
asked in Kinetic & Epicor ERP

PO Suggestions appear in Time Phase, but not PO Suggestion Entry

Henry -Double check that there is 1 default system buyer checked across all of your buyers.Verify that in Part Entry → Site Tab → Generate PO Suggestions is checked and that the part type is marked for Purchased in Part Detail Tab & on the Site Tab. Verify that the Generate PO Suggestions Process has ran and review the log file for any issues with this part.  Log files are under the \\<servername>\epicordata\companies\ folders.Hope This Helps,CodaBearsCalvin Dekker

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calvind
3 months ago
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Luke RogersKnown Participant
asked in Kinetic & Epicor ERP

Shop Floor Hardware / Bartender / Network Printing - Help

SSRS can also be used to create labels with barcodes.  This does not require the additional purchase of the Bartender software.  Using the auto print/data directives, the labels are output to the requested printer.  This works for both SAAS or On-Prem installations of ERP.  The data control, function building, and ability to control the number of labels has been found easier in SSRS than Bartender.  Bartender requires an output file to generate the label.  SSRS can connect directly to the ERP database. Hope this helps,CodaBears / Epicor Midwest User Group ChairpersonCalvin Dekker

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calvind
4 months ago
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ddaltonInspiring
asked in Kinetic & Epicor ERP

Cycle Count Tag Entry using EKW

Dale -You could use a small customization on the EKW interface to allow the handheld user to press the plus sign to “add” multiple scans together.  This may be the easiest way I could think of.  Would this work for you all?Hope this helps,Calvin DekkerCodaBearsEMUG Midwest Chair

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5 months ago
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rlyonsNew Participant
asked in Kinetic & Epicor ERP

Credit card customers going on credit hold

rlyons -You could write a BPM to take the order off credit hold if it is a credit card order.  Any pre-paid order doesn’t need to go through a credit check.  The BPM method directive could remove the credit hold and allow the order to be processed normally.HTH,Calvin DekkerCodaBears

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calvind
6 months ago
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Chris.GInspiring
asked in Kinetic & Epicor ERP

MES - Start Production Activity Question

You could also put a filter on the BPM that populates the jobs list if you are scheduling to the Employee ID.HTH,Calvin

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calvind
6 months ago
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AustinNew Participant
posted in Kinetic & Epicor ERP

False Raw Material Part Numbers created during quote Entry

The QuoteMtl would be the table for the BPM that if the part number doesn’t exist in the Part table stop the user from adding the record to the quote’s engineering by throwing the exception.  This would force the sales team to add the part correctly in the part master before trying to build the quote’s engineering.The confusing tables are the ECOMtl and PartMtl.  :-)HTH

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7 months ago
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Luke RogersKnown Participant
asked in Kinetic & Epicor ERP

New Kinetic Epicor Implementation - Shipment Process

Luke -The quantities should be displayed for Reserved/Allocated/Picking/Picked…  This should indicate where the order items are in the pipeline.The shipto city/state/zip are also in the dashboard.  This should be able to help shipping know where the orders are going for building loads.  The “load” destination would need to be a custom field added to the packing list or put into the staging field.  This could be displayed in the grid with a BAQ view adding the column in Kinetic.  I believe Hannah Willett has samples of this BAQ view added in Kinetic already posted on the EpiUsersHelp board {https://www.epiusers.help/}.The PO number is also in the grid for the purchase direct items.  With a BAQ view, the promise date could be also added to the grid.  This may be harder to do if you have multiple sales orders linked to one vendor PO.  If you keep them one-to-one you should be able to get the data onto the grid.As for the subcontractors, this will not be easily created without a fully sepa

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calvind
8 months ago
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Luke RogersKnown Participant
asked in Kinetic & Epicor ERP

New Kinetic Epicor Implementation - Shipment Process

Luke -Have you looked into Advance Material Management module’s Fulfillment workbench?  This system may provide you with the information you are looking for.  The orders, at what percentage can they be fulfilled, and where the orders are in the pipeline as well as reserving or allocating inventory can all be done from here.The data behind the dashboard may also be a good starting point for your consultant’s BAQ.HTH,Calvin

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calvind
8 months ago
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infoInspiring
asked in Kinetic & Epicor ERP

Pop-Up List of Alternate Parts When On Hand Qty < Sale Order Qty?

Unfortunately, the BAQ zone is what it is.I have heard of people trying to use BAQ Display Column formatting to help with column sizing, but I’m not sure if it has yielded any good results.The location of the blue carrot cannot be moved as well as where it pops up.Sorry. HTH,Calvin

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8 months ago
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infoInspiring
asked in Kinetic & Epicor ERP

Pop-Up List of Alternate Parts When On Hand Qty < Sale Order Qty?

@info -Write a BAQ returning the data your users want to see.  Part Number, Whs, Bin, Qty…..Open: Extended Property Maintenance &amp; search for the table behind the field you’re linking the BAQ onto.  For your example:  OrderDtl.PartNum.  If you not sure of the field, Field Help from the help menu can display the table &amp; field for the screen object.  Go through the list of Fields on the fields tab and find the one you’re looking for.  Next, in the BAQ Zone field on the screen, enter your BAQ Name.For something with as many records as the part table, I would not advise clicking the “Empty search” feature in Extended Property Maintenance.  This checkbox is ok for small result-set BAQs but not queries that can return 1000s of rows.Re-open the order entry screen and there should be a blue arrow carrot on the side of the PartNum field.  Enter a part number and hover over the field.  This should display the results of your BAQ for the PartNum entered.For more complex BAQ Zone you can al

12
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8 months ago
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infoInspiring
asked in Kinetic & Epicor ERP

Pop-Up List of Alternate Parts When On Hand Qty < Sale Order Qty?

Info-Look into using a BAQ Zone on the part number field in the sales order entry screen.  This may be a quick way to display your BAQ results when the user hovers over the field to see all the inventory.HTH,Calvin

12
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8 months ago
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RPLEGRANDNew Participant
asked in Americas - Midwest - IL, KS, ND, NE, SD

BAQ-Dashboard Grids

RPLEGRAND -If the dashboard/grid doesn’t allow you to save layouts, you could also try to change the structure of the column in the BAQ: HTH,Calvin

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

memo functionality

If you need to report or perform analysis on the data, a UD table would be best.If you are just looking to track the excuse/reason information a custom text field with change logging might work.You could also have an inspection that records the reason and then report it as well but it would have to run through the Inspection Processing to move to material/stock.#1 - would be a customization that would need to be upgraded with each patch/version.#2 - would be just adding one field and turning on change logs.#3 - this would provide Vendor performance analysis through QA as well as track the receipt reason for being late. Hope these ideas help.Calvin

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10 months ago
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MontyWilsonBrainy
posted in Kinetic & Epicor ERP

uBAQ Transaction Scope Erroring Out Due To No .NET 6

Monte -.Net 6.0.x SDK; ASP .Net Core Runtime 6.0.x (hosting bundle); and.Net Framework 4.8 Runtime are part of the system requirements for 2022.x. You may want to verify you have all of these to avoid other possible issues.HTH,Calvin

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calvind
10 months ago
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VulcanParticipating Frequently
asked in Kinetic & Epicor ERP

Quote is missing from DMT

Have you tried removing the license file in the Epicor Admin console and reloading it?  This has been found to “reactivate” purchased modules.HTH,Calvin

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10 months ago
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rachhNew Participant
asked in Kinetic & Epicor ERP

Sales Order etnry

Rachel -Moreover on Doug’s comments, if you are shipping many releases to the customer for an order line over time, you want to use the first release for the blanket quantity.  As shipping dates are created you decrement from the total quantity as you add the releases.  When the first release is closed, all releases get closed so you don’t want to ship release #1 until it is the last shipment for that order line.  It is a little backwards thinking needed for customer blanket orders.HTH,Calvin Dekker

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1 year ago
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Pam McBrideNew Participant
posted in Kinetic & Epicor ERP

Epicor Data Analytics

Pam - Here a couple links online:Maxcess EDA Virtual Summit 2018 (brightcove.net)Epicor Data Analytics - New Content Offers Competitive Advantages for Manufacturers (brightcove.net)https://epicoredademos.azurewebsites.net/EDAFullLengthDemoManufacturing/ Since the information has been out a couple years, ChatGPT is also a great way of learning things with EDA.Hopefully this helps,Calvin Dekker

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1 year ago
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ToddHansonNew Participant
asked in Kinetic & Epicor ERP

Method Tracker View Costs - Total vs. Unit vs. Part

Todd -Part Costs is a very busy discussion within ERP.If your parts are always off by 5% I would look to see if you have a Material Burden being applied.  On the part master maintenance screen towards the middle bottom of the main detail is the where the Material Burden percentage is set.Next, for manufactured parts, the Production Detail report would be the next spot to double check.  Since you mentioned Average cost, this value is updated as parts are received into inventory.  This cost is set based upon the costs that have been applied to the job before the inventory transaction is made.For Engineered parts with a BOO/BOM - there is a cost report in the system.  This details the costs through the engineering levels based upon the company’s settings.  Such as Pull As Assembly vs View As Assembly - are the subassemblies being treated as materials or built as part of the parent job.Regarding an purchased parts, this is based upon the Purchase Order unit price, the receipt quantity goin

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1 year ago
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pgoodhewInspiring
asked in Kinetic & Epicor ERP

Setting background colour of a dashboard pane

 Peter -Here are the Windows System colors (Name &amp; Hex Value). Instead of using System.Drawing.Color.R try: System.Drawing.Color.RedIf you want to use the Hex values as there are more combinations, the code would be:myItem.BackColor =  System.Drawing.ColorTranslator.FromHtml("#E9E9E9");Let me know if this fixes the code.Thanks,Calvin

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1 year ago
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pgoodhewInspiring
asked in Kinetic & Epicor ERP

Setting background colour of a dashboard pane

Peter -In the customization mode of the dashboard you can also turn off AppStyling.  Select the panel you wish to change on the UI and one of the top options on the properties pane is AppStyling (set this to false.)  Then set the background color to the one that you prefer on the same properties pane.You will need to deploy this as a Dashboard Assembly to the menu for the customization to load onto the client.HTH,Calvin DekkerCodaBears

6
P
1 year ago
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