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karen.lintParticipating Frequently
asked in Americas - Northeast - CT, MA, ME, NH, RI, VT

Resources clocking on to jobs in more than one site

Does anyone have employees that need to put time on jobs in more than one site? Did you have to create different resource codes in each site?

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K
1 day ago
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office@innova.techNew Participant
posted in Americas - Mountain West - MT, NV, UT

Case Module likes and dislikes?

Is anyone using Case Module for information between department for follow through and documented changes.If you can share your likes and dislikes before i buy it.

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2 days ago
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tmcmullenKnown Participant
asked in Americas - Mid-Atlantic - DC, VA, MD, DE

Selecting Correct Quote Price Break

I have been asked to create a report showing the Actual Costs versus the Quoted Costs for every shipment.  We utilize Quantity Price Breaks in the Quote Module, so I need to be able to find the correct Quantity Break based on the Order Quantity.For instance, Quote Line has Quantity Breaks of 10, 20, 50, and 100.Order entered is for 60.  I need to get the information tied to the 50 Quantity Break.Are BAQ’s powerful enough to get specific quantity break I need?  Or do I need to pass all the info to SSRS and then narrow it down to the correct quantity break?Either way, has anyone ever successfully done this that can provide some guidance? Thanks in advance.

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2 days ago
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codyc@millerbernd.comNew Participant
posted in Kinetic & Epicor ERP

Epicor Asset Management Experience

We are working with Epicor on evaluating the Asset Management module. Our accounting team was looking for a reference from Epicor to discuss their use of Asset Management. Would anyone be willing to have a 30 minute call with our accounting team, or be willing to give a brief overview of their experience with Asset Management?

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3 days ago
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melissahInspiring
asked in Kinetic & Epicor ERP

Excel Data Only Some GL reports error out when trying to print to Excel Data Only

Invty WIP Reconciliation & Journal Listing reports will not render to the Excel Data Only option. Had this issue when upgraded to 2022.2.14. Support said broke will be fixed in future.I updated our test environment to the .25 and then .28 patch and these reports run fine using this option. Updated last night to the .28 patch on Production and still have error out issues.Here is part of message:Program Ice.Services.Lib.RunTask when executing task 1327233 raised an unexpected exception with the following message: RunTask:System.ArgumentException: The shared data source must be specified. (Parameter 'sharedDataSourcePath')   at Ice.Lib.Reporting.SsrsReportImporter..ctor(SsrsReportingServiceCaller serviceCaller, String sharedDataSourcePath) in C:\_releases\ICE\ICE4.2.200.0\Source\Shared\Lib\RoutingBreakingRules\SsrsReportImporter.cs:line 35Any ideas?From a database standpoint I back up Prod DB and restore to Test DB so all is same data. Both dbs are on the Compatibility lever 130 (2016

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4 days ago
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iankInspiring
asked in Kinetic & Epicor ERP

Refresh Kinetic Dashboard on a Timer

We have recently upgraded to Kinetic from Epicor 10.1. We have a lot of Dashboards that refresh on a timer. Although I can run the upgraded kinetic dashboards, they don’t run a timer. I have been told that with application studio, I should be able to add a dashboard-timer-set event. How would I use this to refresh a dashboard every 10 seconds? I can’t find this in any or the Application Studio user guides.

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4 days ago
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mcabb@psi-ga.comNew Participant
asked in Kinetic & Epicor ERP

Moving inventory in-between operations to warehouse

Hello all, We are trying to find a solution for parts that are in process but need to be moved to the warehouse between operational steps. Most of the times we have to wait a few days/weeks after completing an operation before beginning the next operation. This is due to machine availability. In our current process we use a 3rd party system that creates a part number outside of Epicor. We then can use this part number to move inventory to and around the warehouse and the next operation when needed. We are also able to use the 3rd party system to check inventory quantity. We are hoping to use only Epicor moving forward. We have a mix of make to order and make to stock jobs. We have looked at using WIP transaction history tracker, but have run into some issues with this as we cannot see quantities of all partially completed jobs in WIP and in stock at the same time. With make to stock, the issue is, Epicor does not issue a lot number till the final operation. We can have multiple lots in

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djo
10 days ago
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alexander.schaaf@incoe.deNew Participant
asked in Kinetic & Epicor ERP

MS Odata Client Generator

Hello,this is my first post, so bear with me if I did miss any topic related to my issue.A while ago I created c# console application that would create odata clients for every endpoint automatically, using Microsofts odata CLI tool. While this works like a charm for all methods that are labeled “odata” in the epicor api help, the RPC methods lack the parameters and I was wondering if there is any way I could force epicor to give me the parameters in it’s metadata. This is the method definition I get for LaborSvc.StartActivity e.g.:<!-- /{currentCompany}/Erp.BO.LaborSvc/$metadata --> <Action Name="StartActivity"> <Annotation Term="Org.OData.Core.V1.Description" String="Method to call to start an activity in Shop Floor." /> </Action>As you can see, all parameters are omitted. The generated code does not allow me to set any.Is anyone else in experienced in using the odata client cli?

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10 days ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Classic dashboad to kinetic publish and filter

We are in the process of uplifting out classic dashboards to kinetic and some have  multiple BAQs with publish and filter,  and it appears it is not working. Did we loose that functionality, or am I missing something?

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11 days ago
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garybKnown Participant
asked in Kinetic & Epicor ERP

Application Server not holding SSL Cert

I am trying to install an application server for Kinetic 2023 for a test environment.  I had it working locally on the server, but then removed it due to some issues.  Now I’m trying to set it up again.When I assign the SSL cert to the Kinetic server, I can initiate the ping but once I click the Apply or OK button, it does not hold the SSL cert.If I try to add an application server or register an existing one, it gives an error:This IIS web server needs to have SSL setup before administering Kinetic application servers.  Open the server properties dialog and check the SSL Certificate settings.If I go back to the Server Managment, the SSL cert box is empty.Has anyone encountered this issue?

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

Custom page?

We are using 2023.2.3 - not live yet.So we have a couple of areas(Part, Customer, Supplier) tables that other areas need access to update sub databases.I.E. -Part - update description, min, max, reorder, buyer, supplier, etc. but really don’t want them to be able to create a new part.So at first tried doing UBAQ and that almost worked until getting to the supplier.Customer - need to be able to add, change ship to location address info without adding a new customer.First idea - use app studio to create a copy of part, customer, supplier, etc. and remove the add / create button from the top. - Unsure if that will even work.Suggestions?

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12 days ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Kinetic 2022.2.12 & RFID

Is anyone using RFID for inventory control integrated with Kinetic-ERP.We are looking to enhance our processes.  

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12 days ago
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it@norbec.comNew Participant
asked in Americas - Southwestern Ontario & Greater Toronto

Inventory management at company-level

Hi Epicor users!Our company will soon be opening a new plant, which will be configured as a new site in Epicor, as it is a six-hour drive away from our original plant and will manufacture its own different products.Our procurement team would be looking to manage some materials’ inventories at the company-level, meaning they would have a minimum for the two sites combined, and not care whether that inventory is entirely in either of the two sites - they would be satisfied with the fact the company, as a whole, has inventory above a certain amount.What would be the best way to manage this? The objectif being that they receive appropriate purchase/transfer order suggestions when the inventory falls below the company-wide minimum.Thanks,

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15 days ago
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Luke RogersKnown Participant
asked in Kinetic & Epicor ERP

Loading a BAQ in expanded view

Hi Guys, We have a BAQ in our pilot system called transport board which our implementation consultant has built. The BAQ is a list of all sales orders waiting to be shipped (and lots more but i won’t go into that) We need it to load in a particular way when opened – grouped by date and then by customer but expanded and not collapsed as the screenshot shows below. Any ideas how to do it?   It should load these all open by date and then by customer – expanded (there could be 40/50 rows or more so you wouldn’t want to click through each one to open up but it needs to be in grouped view)

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16 days ago
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cottied@stevensind.comNew Participant
asked in Americas - Midwest - IL, KS, ND, NE, SD

Capability with Resources - Production Factor use

We are trying to setup a Capability with 2 resources.  1 machine is less efficient - so we want to use the Production Factor.  Main Machine = 1.0 on Production Factor - Secondary Machine takes 1.5 more time- so we put 1.5 in the Production Factor. Our thoughts are that the Production rate on the Operation would increase based on the Production Factor in the Capability.  This is NOT HAPPENING…. Does anyone know if this Production Factor really works????? 

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18 days ago
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ddaltonInspiring
asked in Kinetic & Epicor ERP

Cycle Count Tag Entry using EKW

Hello Everyone, We cycle count using EKW and Honeywell CK65 handhelds.In our bulk warehouse locations, we have several large rolls of material. The typical unit of measure for these rolls is LF (Linear Feet). Bin H1 is one bulk location, it usually contains several different part numbers and several rolls of each different part number, i.e. 5 rolls of XX61 and 7 rolls of XX10 etc.Attached to each roll is a barcode label that contains its part number and quantity.A Cycle Count generates 1 tag for PN XX61 @ bin H1. In Bin H1 there is a total of 525,000 LF of XX61 (3 rolls @ 100,000 LF each, 1 Roll @ 105,000 LF and 1 Roll @ 120,000 LF.).  Using EKW Count Tag Entry for part number XX61we scan the first roll for quantity 100,000 and the next for 120,000.  The count quantity recorded is 120,000, the last quantity scanned.   In other word’s if you scan a roll for 100,000, and the next roll scanned is 120,000 the count tag quantity entered is 120,000.   What we desire is the sum of 100,000 and

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19 days ago
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Michele HarhutCommunity Manager
posted in EUG News & Information

Reminder! EUG UK Conference 2023 for Kinetic & Epicor ERP Members

We are pleased to announce that this year's event for Kinetic/Epicor ERP Users will be held on Wednesday 22nd and Thursday 23rd November 2023.We have booked the Marriott Hotel in Leicester for this year's conference as we felt that it was a great location last year plus it is just a couple of minutes drive off the M1.We hope to bring you a packed agenda full of the latest developments and innovations from Epicor. As always we'll be working with EUG & Epicor's partners to add to the content and provide you with an opportunity to expand your knowledge of Kinetic/Epicor ERP.This year's event will focus on the Epicor ERP/Kinetic product line, Kinetic screen changes and the 2023.2 release - highlights and features (more information to follow).This years event is free for our Premier Members. Fees are payable by non-members and vendor members.Sponsorship of the event is available to our vendor members, please contact us separately for more information about the packages on offer.Registra

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22 days ago
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BethRyeNew Participant
posted in Americas - Michigan, Indiana

MI-IN Epicor Users Group

Hello all!If you haven’t met me, I’m Beth Rye and I am the leader of the MI-IN Epicor Users Group.  We haven’t been active as a group in awhile but we will be starting back up soon.  The leadership team for the group consists of myself and 4 other members:Heather Hahn, Brad Boes, Rick Bird and Mark Wonsil.In the new year, the team will be putting together dates and times for our meetings and will post them here.If you have any questions, please contact myself or one of the other team leaders.Beth

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22 days ago
djo
djoCommunity Manager
posted in Americas - Eastern PA

November 16, 2023 EPA-EUG Meeting

Hello Group! The meeting is just over ONE week away.  Hope to see you there!  Here is the registration link.  The cost is $20 to attend. I am trying to put together a panel of people to discuss their experiences with the upgrade process from E9, E10 or early versions of Kinetic to any newish version of Kinetic.  If you are interested in joining the panel, please let me know!  This is a good way to get your feet wet presenting to this group or any group for that matter.  It’s a panel! The survey results again:  (If you can present on any of these, please let me know) Scheduling Path to MRP and Scheduling (This might be a lengthy discussion, maybe if there is enough interest we could schedule a separate meeting for this.) Application Studio Database Tuning Epicor Quickship – Working on this one Of course, I am open to other topics.  Send me an email to help keep this group as the Global Leader in User Groups! Tentative Agenda (In no particular order):PowerBIWhere I WorkQuickShipFacility

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slepley
22 days ago
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sid2023New Participant
asked in Americas - Texas & Louisiana

Sceduling report With Month Close

Hi all,Is there a way to Schedule a SSRS Report or any Report with month end close, so that each time we close a month , Report run and send to the chosen group  ?  Thanks in advance.

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22 days ago
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tracy.smithInspiring
asked in EMEA - UK

Calculating Transport Loads

Hi.  We have recently upgraded to Kinetic from E10 and are reviewing many processes.  One thing that has been raised is booking transport and calculating the space on a trailer.  Our shipments can fill a lorry and we currently have a manual process in Excel for determining load v space.  Has anyone tackled this within Kinetic itself, and how?  Thank you :)

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25 days ago
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glenn.owersBrainy
asked in Kinetic & Epicor ERP

Overview of Manufacturing Variance - Can anyone help??

We have found a number of manufacturing jobs from 2021 & 2022, which have not been closed.  I’ve analyzed the data and a large number of the jobs have a variance between the Estimated time and Actual time spent on the job.My question is:The labour rate in 2021 was $23.35 per hour for each employee.  The labour rate in 2023 is $67.66 per hour for each employee.  When the job is Closed and the manufacturing variance is calculated, what are the comparisons that Epicor does to determine the variance?  Does Epicor compare the 2021 labour rate to the current labour rate on the resource group or employee record and calculate the variance dollars based on the delta between the rates, or does Epicor continue to use the 2021 rate and compare to the amount of labour on the Part Cost record to determine the variance? Note, we calculate our Standard Cost in January of each year, so the labour amount on the Part Cost record today, will reflect the current year standard cost, which would be built

5
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26 days ago
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mgarittaKnown Participant
asked in Kinetic & Epicor ERP

BOM Categories

Does Epicor acknowledge/support  BOM categories similar to that of SAP? Aside from s standard BOM does Epicor use Costing BOMs or Production BOMs for example? After creating a Standard BOM for a given part you would have the ability to replicate that BOM for costing/production purposes? 

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26 days ago
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jnulph@bellevilleintl.comNew Participant
asked in Americas - Ohio - Columbus & Cincinnati

Changing a Default Field Value

QuoteOpr.EstScrap Defaults to % and we would like to default it to Qty. Is this possible, if so how? Thanks, Justin

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29 days ago
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kari.pattonNew Participant
asked in Americas - Michigan, Indiana

Looking for an Epicor Consultat related to Finance and Operations

We are looking for a consultant for version 10.2.700 that can help with the Finance area of Epicor and also has a good understanding of the system related to operations, etc.  We would like someone who can dig into the data as well and help with reporting.  

2
R
29 days ago
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