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50 Topics

D
dgee@phoenixforge.comNew Participant
asked in Kinetic & Epicor ERP

EDI using Demand Management in Kinetic

Has anyone been able to figure out how we can put EDI orders through Demand without it keeping history or triggering scheduling?  Since we do not use contracts for hand-entered sales orders, we do not want EDI orders to use contracts either.  Has anyone been able to see if there is some way to skip that part and just have the EDI order be a regular sales order?

0
D
22 hours ago
djo
djoCommunity Manager
posted in Americas - Eastern PA

EUG-Eastern PA-Looking for July Meeting Host Company

Good Morning Group! I am putting together a survey for the possible topics for the July meeting.  Look for that soon! I am hoping to find a host company right away so all the other pieces can fall into place. It is really easy to host.  We all appreciate our hosting companies. If you want to host, let me know you are ready to be the host/hostess with the most/mostest!  (Sorry for the bad dad joke.) I eagerly await the onslaught of volunteers!  I will create a waiting list (haha). Doug

2
djo
1 day ago
djo
djoCommunity Manager
posted in Americas - Eastern PA

Eastern PA RUG - July Topic Survey

Hello Again Group,Here is the link for the topic survey.  https://www.surveymonkey.com/r/June2023EasternPAThe deadline is next Friday, 6/16/23.Please remember that if you do not rank the topics, you have no say in what we present.It is an easy drag and drop question.Thank you,DougPSCrickets, that's what hear about hosting the meeting, crickets. 

0
djo
1 day ago
bfruit
bfruitKnown Participant
posted in Americas - Western PA & Southeast Ohio

Western PA / Eastern OH Meeting July 2023

Hi everyone, One of the ideas we kicked around at Insights was a low-key happy hour and networking session one evening instead of a full day meeting.  Who would attend that type of event? I was thinking perhaps Wednesday July 19 from 4-6PM in Oakmont, PA? I’m of course open to other days, formats or locations if there are any particular preferences.

3
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1 day ago
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pbuechlerKnown Participant
posted in Kinetic & Epicor ERP

Menu Maintenance - Kinetic App - Program ERP.UI.xxxEntry - Select customization - Set as Read Only

In Kinetic, the Entry Screens now have what’s called an Activity window.  Essentially, Epicor built the Trackers inside of most Entry screens (YEAH!!).  Therefore, you don’t have to open a new form to see the related transactions to the job, order, po, etc.  Additionally, this allows me to create the entry form customization and not two customizations to the independent forms:  entry + tracker. Create XXX Entry screen customization layer.  To apply the Entry Customization Menu Item to the Tracker Menu Item...in Menu Maintenance, find the related tracker click on Actions > Copy Menu to current Company.  Now you have a UD Menu Item for the new tracker instance.  Change the Program Type to Kinetic App, Select or Enter the Program (ERP.UI.xxxEntry), Select the Customization and Check the Read Only checkbox. I ran into a few where after changing the tracker menu item to Read Only (pulling the entry UI and customization), logged out and back in, opened the tracker...my customization was t

3
M
2 days ago
A
apaullusNew Participant
asked in Kinetic & Epicor ERP

Stop Ship - How To Easily Put A Hold On A Part To Prevent Shipment

Hello, We have a stop-ship directive process that occasionally necessitates a stop-ship situation.  Often times it may be a design change is needed to solve a customer problem and we want to prevent shipments (ideally with just a few clicks of the button) of the part until a new revision is created and released. To clarify, this does not mean we want to stop taking sales orders for the product, just simply prevent it from being processed on sales orders going out the door until the stop ship is lifted. Does anyone know of a functionality to accommodate this?

3
M
2 days ago
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doug.harveyKnown Participant
asked in Kinetic & Epicor ERP

Show/hide UOM on Sales Order

I’m trying to hide UOM’s from salespeople. To be clear I only track our inventory and sales UOM. I don’t want to track any other UOM’s. Here are some examples:We purchase a part in Meters and sell it in Yards. I don’t want sales to see the Meters UOM and choose it either purposefully or by accident. I have a Count UOM Class. Some parts in that class are sold by Dozen, others by Case and others by Gross. I don’t salespeople to select Gross on parts that are sold by the case.There is the option to show/hide the UOM on the web but not on the sales screen.

1
M
2 days ago
A
Anonymous
posted in Americas - Michigan, Indiana

Create PO Suggestion per Warehouse?

​Hi All!We purchase cardboard boxes for our two warehouses.   We are wanting to institute a process where PO suggestions would be created per warehouse and not per plant.  So that, when the On-Hand quantity reaches a minimum a PO suggestion is created for that specific warehouse, to which then a PO can be generated for that warehouse.  Everything I am doing, creates the PO suggestion per plant.  When I look at the Part/ Plant / Warehouse, it is all about replenishment from a supply warehouse.does anyone have any insight?------------------------------Rob AmstutzIT ManagerRandall BearingsLima OH4192231075------------------------------

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S
2 days ago
S
skbruewerParticipating Frequently
asked in Americas - Texas & Louisiana

PO Suggestions by Plant

We currently have 2 plants for our site. 1 is for Field Services and 1 is for Manufacturing. We have the same part in both plants, but added FS to the front of the one for Field Services, making it a separate part number. That was done to, in their minds, keep demand separate.Am I wrong in thinking that since this is 2 separate plants, that shouldn’t be an issue if you use the same part number?Can someone just tell me if I’m looking at this the wrong way?

2
S
3 days ago
V
VulcanNew Participant
asked in Kinetic & Epicor ERP

Quote is missing from DMT

Any ideas on what I should check for to make the Quote menu show up under Sales in DMT? I’m a security manager and that’s the only menu item missing. I tried the manager account, creating a fresh account, a fresh security manager account, various menu permissions, and a whole lot more. I can access it on our Test environment, albeit that’s a couple months outdated, but when I go to run a DMT on Live, Quote is missing. I compared Live to Test and all of the spots I checked are identical. I’m stumped.

6
calvind
3 days ago
N
nico.koster@kadant.comNew Participant
asked in Kinetic & Epicor ERP

Package code with multiple internal parts

If I want to add two internal parts (box and pallet) to a package code the system (Kinetic) overrides the first entered part when I add the second. Is this a bug or is it not possible to attach two parts on one package code.

0
N
3 days ago
K
kchristensenNew Participant
asked in Americas - Minnesota

MRP to generate Unfirm Jobs per the SO already entered not Forecast

Hi,I am trying to figure out if it is possible to get MRP suggestions per SO instead of by Date. We currently use Forecast entry to enter our Customers demand. We also enter SOs before we run MRP daily. But if I run MRP after enter 5 SO for the same product due the same day I just get 1 MRP suggestion when I really have to make 5 jobs so they ship and bill per the POs we receive from our customer. Also I have to have these 5 orders as some of these jobs take a lot of run time on a machine so we try and break them up for production planning purposes. Am I just missing a step somewhere in MRP or a setting feature? or does Epicor not work like that? Currently I am just stealing any other MRP suggestions that come up for later dates or if there is none I have to create a quick job to enter these then just re run MRP to pull the forecast demand in after I firm up my jobs.

5
tshoemaker
3 days ago
J
Jack.PennypackerInspiring
asked in Kinetic & Epicor ERP

BPM question

We are looking to make a change in our purchasing process.   We want the system to check to make sure there is set Standard Cost for an inventory part, before the system will allow the PO to be Approved.Not sure what all would have to be done, but wondering if anyone has done something like this and would share what they have done.   Any guidance or suggestion would be appreciated.  

3
tshoemaker
3 days ago
S
sktrubeeNew Participant
posted in EMEA - UK

Epicor 10 Maintenance Module - References

Hello All,  We are very interested in implementing Epicor’s Maintenance Module and have a list of questions for current users.  We certainly appreciate any responses you all are willing to give.Thank you very much!Suzanne Trubee How long have you been using the Epicor maintenance module? Do you feel you are getting what you were presented in the beginning? Would you purchase the module again? How would you rate response time from Epicor for technical assistance? Hours? Days? Weeks? How would you rate the process for adding assets to the system? Intuitive? Cumbersome? Users least favorite part of the module? Users favorite part of the module? Are work orders easily re-opened if needed? Are you using bar-coding or RFID? If so are you satisfied with it? How much training time did you need for your end users?  Any additional input would be much appreciated!

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S
3 days ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

EDD - Date filter

I am trying to build a EDD view, and my BAQ has LaborDtl.Payrolldate in it, however, I cannot see it when trying to add it to the filterI did add it after I started, and I have refreshed the BAQ. 

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L
5 days ago
M
MTPPKnown Participant
asked in Kinetic & Epicor ERP

How to define a shift for specific days?

I’ve read alot of the articles here as well as parts of the Epicor Scheduling Tecnical reference Guide. I kind of feel like there is not a good answer to my question but heres my story.We created a dashboard that is modelled on the Shop Tracker but it is a historical record of Who’s Here, Who’s Not Here, and added Who’s Late, Who Left Early, Who’s out >35 minutes, Who Worked Overtime. We are required to track and report the number of lates, left earlies and ovetime.We have a variety of shifts. Most are 4 days x 10 Hours but some are 3 day x 12 hours, 5 days x 8 hours and even one that is 2 days x 10 hours.One of the things that supervisors are complaining about with using the dashboard is that when an employee on a 4x10 shift is asked to work overtime on the 5th work day, they can come in at any time. Say the shift starts at 6:00 AM but because this employee is coming in on his day off he can come in at 8:00 AM. Because shifts do not have specific days these employees always show up

0
M
8 days ago
H
henrystruNew Participant
posted in Kinetic & Epicor ERP

Payroll Integration using Automation Studio and Kinetic

We are currently under implementation for Epicor Kinetic. We have purchased the on premise version of Kinetic and have it hosted by 2W Technologies. We are on version 2022.2.18. We are also looking at new HCM Payroll Systems. Reviewing ADP, Paylocity, and UKG. All of them are listed on Workato website for Automation Studio. Does anyone have live API feeds between the two systems?

0
H
8 days ago
J
jowingsKnown Participant
posted in Americas - Southeast - NC, SC, GA

Southeast Epicor User Group Meeting 6/14/2023

Hello Everyone,I just wanted to send out a quick reminder regarding the Southeast Epicor User Group meeting in Atlanta, GA on 6/14/2023.  Please use the link below to register so we have a good count on the food requirements and space details. https://www.findjoo.com/SU/SoutheastRegionalGroupMeeting61423 Thanks!Josh

1
B
9 days ago
T
TessaKalarickalKnown Participant
asked in Contract Manufacturing

Any other contract manufacturers out there who would like to revamp the quoting module

Any other contract manufacturers out there who would like to revamp the quoting module

2
T
9 days ago
R
RPLEGRANDNew Participant
asked in Americas - Midwest - IL, KS, ND, NE, SD

BAQ-Workstation to UserID

Any ideas on tables and link to produce a listing of workstations and the user that is tied to the workstation.Thanks 

0
R
10 days ago
B
bmikeshNew Participant
asked in Americas - Florida

System.Xml.XmlException: Root element is missing

We were testing Kinetic 2022.2. We were receiving the error “System.Xml.XmlException: Root element is missing” when running SSRS Edit lists. The error mysteriously went away. We have No Idea on root cause. This is very disconcerting. Anyone have any ideas?

0
B
10 days ago
M
MontyWilsonInspiring
asked in Kinetic & Epicor ERP

User Runs BAQ Via Dashboard And Exits Before It Finishes

K22.1, most users using classic screens We have a BAQ that, if users forget to enter a part number, can return millions of records and we believe a user may have done this, and force-terminated the smart client due to it taking so long.  Perhaps the same person would log in again, and try it again.We are already taking steps to change the query so it won’t run without a part number specified.  My question is, in the situation described, how long would the BAQ continue to run, consuming server resources, after the user’s session was forcibly terminated?Thanks much,..Monty. 

1
H
11 days ago
C
cterryKnown Participant
asked in Americas - Missouri

Creating Custom REST screens for Honeywell EDA71

We just went live on Kinetic 2022.2.8 in April and started implementing our Mobile Warehouse with a couple of Honeywell EDA71s. We originally intended to use Mobile Warehouse/Handhelds with issuing material to multiple jobs to help reducing time for our staging team. We haven’t been able to get that result from utilizing the Material Queues/Fullfillment workbench through mobile warehouse. So we have now began looking into using custom forms that utilize REST Api. The linked CodaBears Inc. Youtube video gave a lot of good insight and starting points for getting this implemented, though I was curious to see if others have had any success in implementing these custom screens on a mobile/handheld platform.  

0
C
14 days ago
J
jeff.josephNew Participant
posted in Kinetic & Epicor ERP

Tracking Details button on Customer Shipment Entry not working again for UPS in 10.2.700.20

The Tracking Details button opens a UPS tracking window that just spins indefinitely.  They had fixed this in 10.2.500 but it seems to be broken again.  Anyone else having this issue?

0
J
14 days ago
J
Joe RojasNew Participant
asked in Kinetic & Epicor ERP

Change PO line unit cost using the POAdpater

Hi All (E10.2.600)I have a UI customization on Customer Shipment Entry that will create a purchase order based on certain conditions.Everything was working but I was not anticipating that some of the part numbers involved would have a supplier price list and for these specific POs, that the customization is creating, the unit cost needs to be zero.I did as UI trace and a BO trace to find how how to set the price to zero but it is not working.The code snippet I have is:poAdapter.POData.PODetail[lineCount].RowMod = “U”;poAdapter.POData.PODetail[lineCount].DocScrUnitCost = 0;poAdapter.ChangeUnitPriceConfirmOverride(out sConfirmMsg);poAdapter.ChangeUnitPrice();poAdapter.Update();I’ve tried running this after creating a new PO line but before saving the PO line and I’ve tried moving it ti after the PO line is saved.In both cases, the price does not change.I am also updating the PO line Override Price List checkbox, which is getting updated.Any ideas on what I am missing to change the PO lin

1
M
14 days ago
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