Replies posted by charles.harris

38 Replies

M
michael.lintz@martinyale.comNew Participant
asked in Kinetic & Epicor ERP

Maximize Use of Epicor 10...?

Welcome.Easy answer, there will always be something more you can do in Epicor.  It really depends on how much you can push your users to utilize all the tools at their fingers.  AvCarb went live July 2014 and have a lot of Epicor’s modules.  I use a lot of them, but most users barely get past the basic function of what they have to do.  Such as I still have users running the classic interface because they do not like change.   I would suggest starting with the basic tools provided:  BAQ, Dashboards, EDD - get information in front of management, this will force users to start input additional data when management sees what is lacking.  It starts at the top, without support users will not grow. cch  

6
P
3 months ago
L
Luke RogersKnown Participant
asked in Kinetic & Epicor ERP

Shop Floor Hardware / Bartender / Network Printing - Help

We have been using BT since 2014 and recently upgraded to 2022.  It is very different from previous versions, including having to re-create new labels for printing.  Our shop floor has struggled with print functions since Epicor’s move to Kinetics - loading printers to select is the issue, taking more than 5 minutes at a time.  As mentioned above, the solution is data directives and assigned workstations (default printers for each user).  If anyone has a found a faster load or better solution for printing with Kinetics I am interested.cch 

3
calvind
4 months ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Material lot number on customer packing list

AvCarb uses Lot numbers on everything.  Therefore we have a custom pack slip that list details on each line shipped:  part number, qty and lot number.   This works as the parts being shipped are all lot tracked. If you are referring to the material used/input to the final part, that will complicate printing the lot number.  I would presume shipping from job would be a requirement to reference the correct material lot, which would still require a custom pack slip.cch 

4
mwilson
1 year ago
D
diannadamsNew Participant
asked in Americas - Northeast - CT, MA, ME, NH, RI, VT

Reprint labels and price tickets

Diann,I agree with Henry, although he has taken the reprint process further into Bartender than we have.  I found difficult (with my IT skills) to manage the printed files in the BT directory - trying to find the user, printer, part number, lot, etc.My solution was to duplicate the BT template adding a “T” just the letter I choose.Then I created a simple Excel file with the fields we need to print and remap the new template to the excel file.  After updating the excel file, one can open BT, select the template and reprint, allowing the user to select the printer, # of labels, etc.  I will say that the number of reprints today vs. when we started has reduced significantly.  cch 

3
C
1 year ago
L
Luke RogersKnown Participant
asked in Kinetic & Epicor ERP

Mail Maintenance Problem

Luke,I set users up in steps.Enter the ID, name, etc.  save. Enable Account - there will be a pop box asking where to send the temporary password.   I will fill in my google email.    

11
L
1 year ago
L
Luke RogersKnown Participant
asked in Kinetic & Epicor ERP

Mail Maintenance Problem

Luke,I have a quick short cut - I will sometimes change the email address for sending/resetting when the pop up appears.  I will use my google email, then copy paste  the email to the internal user. We went around this issue for a while, and sometimes still do.  Our IT had to change some settings in 365 to get the emails through.  I was told that some MS updates change restriction settings and then the password emails become blocked.   Because this is not an everyday item, it takes IT a while to correct, so try a non MS365 email address. cch 

11
L
1 year ago
G
garybKnown Participant
asked in Kinetic & Epicor ERP

Beginning Inventory Balances Day 1 of Prior Month

I agree with previous comments.If I remember correctly, I was told that there is no table storing that info.  Every time Stock Status runs, it runs through the Part transactions. Therefore, I dump a Stock Status on the first of each month to excel, I have an extraction template that pulls values and use that.  I would presume an expert SSRS would be able to start with Stock Status and create a report/extract you could use.Good luckcch

10
M
1 year ago
A
akostersInspiring
asked in Kinetic & Epicor ERP

Credit Card Payments and Received Not Invoiced

Anthony, We had a similar issue.First we tried deleting the RNI - this posted a reversing entry that gets posted with Inv/WIP.  This solved the double expense side and RNI report.  But we were losing history and expense/purchase information.Now:  we post the CC payments to a new bank account.  PO receipts are entered, matched with invoices that go to Accounts Payable, and then Process the payments through the CC account.   At the end of each month the bank account should be zero as a check.It does require additional AP processing, but no JE’s, and we can track vendor history in Epicor. cch 

3
J
1 year ago
G
grousseauNew Participant
asked in Americas - Northeast - CT, MA, ME, NH, RI, VT

Make to Order vs. Make to Stock.

We do some of both, although mostly make to stock.  One suggestion:  if you need to track jobs to Sales Orders, MTO is probably a better choice.  With MRP, job suggestions, PO suggestions, tracking specific jobs to SO is not easy.  Hard Pegging is an option, but volume may make that difficult.  Ask to see how a standard Make to Stock job tracks to a SO, by default, just looking at Job Tracker.  That may decide for you.cch 

3
C
1 year ago
A
Anonymous
asked in Kinetic & Epicor ERP

XL Connect 7 and Kinetic 2022 compatibility

We are cloud customers, therefore using Kinetic 2022, along with XLC7 and O365.With the cloud, and their updates, there one must log into Epicor to update saas link, then update settings in XLC.  This is normally 30 seconds.   From experience, usually twice a year, the updates will require scrubbing XLC and re-installing.    No other issues.cch 

3
G
1 year ago
L
lukas.carlsNew Participant
asked in Kinetic & Epicor ERP

MES shortcut downdates Kinetic

We have a similar issue, and also with XLC.Our solution has been to log on to Kinetics and then log in to MES.For some reason we have a few shop floor PC’s that do not like to upgrade.  Going into Kinetics/Epicor resolves the sysconfig issue. cch 

1
C
2 years ago
S
SPowellNew Participant
asked in Kinetic & Epicor ERP

Scheduling MRP

The above items are correct, but the 2nd item shows a list of schedules.These first need to be setup through the System agent.  System Setup>System Maintenance>System AgentOnce the agent is set, you can use the drop down menu on MRP>Schedule to run.I have ours set to run at 1:00 am, nightly 

4
S
2 years ago
M
mpoloNew Participant
posted in Americas - Northeast - CT, MA, ME, NH, RI, VT

shop floor tablets

MpoloYes, trying, and no.I purchased 3 handhelds in 2015, too slow for the shop floor.Upgraded to new handhelds in 2020.  Still slow, and the shop floor continues to use MES on PC’s.No, we have not found a quick interface, even after upgrading the shop WIFI. cch 

4
R
1 year ago
daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

Periodic Posting Process PUR-UKN

I had a very detailed document, and tried it in Pilot, but then screwed it up in Production.In the end, we engaged support to write the changes for us.  They only problem, Epicor changed their rules in February and we had to engage support again this year. Just be very careful if you do it yourself.cch   

13
daniel-white
2 years ago
D
DimKavvNew Participant
asked in Kinetic & Epicor ERP

Epicor Collaborate

Added it, tried it, stopped using within a month.Concept is nice, but our users would not switch from Outlook/emails, as it was not worth the effort to learn ANOTHER Kinetics system from Epicor that may be dropped.

3
C
2 years ago
T
todd caugheyInspiring
asked in Kinetic & Epicor ERP

Cloud Test Environment

Todd,We were hosted and then moved to Cloud in 2018.  You are correct, copy Production to Pilot is a support function.   They can do it during the day (they prefer evenings or weekends), but you can push them to do it NOW.   I usually tell them to copy after 4pm, do not worry about any users logged on.  Saas is the double edged sword.  I do not have pay for the equipment nor support staff needed to keep Epicor running.  When we were hacked… Epicor was unaffected and we could still run via the internet.It has also gotten a lot more stable since 2014.   I would say 99.5% up time.  

4
C
2 years ago
T
todd caugheyInspiring
asked in Kinetic & Epicor ERP

Cloud Test Environment

We use the Pilot environment as our test, copying over Production about once a month.As we had a purchase/sale at the end of October, I purchased a 3rd DB for six months in case the auditors needs something done. 

4
C
2 years ago
T
todd caugheyInspiring
asked in Kinetic & Epicor ERP

BarTender Labels in Cloud

As shown above AvCarb is using BT automation 2016.In System Mgt>Reporting>Report StylesGenInv (for example) we duplicated the stock Epicor style and RDD then changed report location to the local BT folder for the BT mapped label And added the output location provided by SaaS There is folder on the SaaS server that Epicor deposits the BT file for printing, we use Netdrive on our BT installed server to view the folder. \\aus***********\#####\ then set your BT integration to view that folder We also have a couple of Data Directives for some of the auto prints, off PartTran.  I would be interested in more on the BPM used to print.  No one I have talked with has been able to assist in Auto-printing WIP labels.   What trigger is used to print a label after Operation with a completed quantity is entered through MES on the shop floor.  Currently the operator manually prints a tag.

4
C
2 years ago
T
todd caugheyInspiring
asked in Kinetic & Epicor ERP

BarTender Labels in Cloud

Looking at our BT, we are not running Enterprise.  We have been running BT since 2014, first hosted, then Saas and now Cloud since 2018.   And BT is installed local again, with the Cloud sharing a folder for BT files.  Setting up that connection with NetDrive so our integrations can scan the folder was a bit of work, but once that was done it’s up 99.9% of the time.You just need to find the right support person that knows how to setup the BT folder, and get the right link for report outputs.   cch  

4
C
2 years ago
T
todd caugheyInspiring
asked in Kinetic & Epicor ERP

Client Version Mismatch with Cloud Server (11.1.200.5)

When the cloud updates we have a few installs that have issues.A simple solution we have found - open the other App.We install both MES and Epicor, so if Epicor fails - we open MES, and vice versa.  For whatever reason, once the other App opens, the first one is fine.   It saves re-installing. cch  

5
C
2 years ago
daniel-white
daniel-whiteInspiring
asked in Kinetic & Epicor ERP

Inspection Required?

There is an “Inspection Required” check box on CLASS, not on part.We had to create two RAW Material classes, one with Inspection and one without inspection check box. cch 

7
D
2 years ago
G
glenn.owersBrainy
asked in Kinetic & Epicor ERP

Epicor 2021.1 Client Installation Issue and Win10

Good morning,Not sure is this is exactly the same issue, but sounds similar.We are cloud tenets, and therefore get cloud updates every six weeks or so.   About half of our installs process the updates correctly - we see the Stop and then the count up on the update.However the other 50% get a cannot connect to server error.   We have a simple solution - using the Epicor Public Cloud folder on the desktop, we have the user log into MES instead of Epicor.  For whatever reason, MES updates properly, reset the pointer and then the user can log into Epicor. We have been using the Cloud for more than 2 years.  Support could not find a solution, which usually they usually said “re-install” and that was not always successful.  Our IT noted that all of the MES station on the shop floor never had a problem, so they tried this on the Epicor users.  Since then we have just noted updates to our users and they have learned to log into MES then Epicor. cch  

4
C
2 years ago
T
T.MattickNew Participant
asked in Kinetic & Epicor ERP

Epicor 10 - Control Field Cursor Starts in when Save & New

I can say, yes this is possible.  I did it years ago in 9.05, I think it was on the personalization.  You can change the tab order (sequence) for any of the fields on the screen.   It worked out very well for us as we used 5 fields and could skip the rest. cch 

1
C
2 years ago
D
dinmanBrainy
asked in Kinetic & Epicor ERP

Reentering ECO Group when checking out part in Engineering Workbook

FYI - I could not check in parts after checking them out in Kinetics.  I had to close them using classic.Also, if you view costs - my costs fields were all zeroes in Kinetics while classic has values.cch 

4
M
1 year ago
B
bkyleInspiring
asked in Kinetic & Epicor ERP

kinetic forms

We are also hosted by Epicor Private Cloud for the last 2 ½ years, so we have been getting the Kinetics updates every six weeks.  Some things work some do not.  Several times we have issued cases and been told - thank you that will be fixed in 10.xxx and the solution is to return to Classic.  So we have not been able to do a lot of testing, especially if we keep getting told to revert to classic.Our main issues have been printers, printing and most recently Bartender labels.  A recent reply stated that you cannot manually print BT in either Classic or Kinetic, I had to reference multiple areas that classic does manually print BT labels.  I am waiting for escalation to respond.very frustratingcch 

12
P
2 years ago
Terms & Conditions