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

BAQ General Ledger Account Summary

Hi.How do I create a BAQ to mimic the General Ledger Account Summary report but includes the Supplier Name where applicable. Thank you, Jon

1
calvind
1 day ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

Added Date Picker field using application studio

I have started to delve into the Application Studio universe and have a question.I added a date picker component to my OrderRel screen.I have the EpiBinding set up for the OrderRel_UD.Date01 field.I previewed and then committed \ published the new layer.I added this Kinetic customization to the Order Entry screen.I closed Epicor and relaunched and open Sales Order Entry and picked an order.I entered a date into the field and saved the record. I exited the order and went back in. The date that I entered did not ‘stick’. The field is blank.Where did I miss a setting or a property setup? I have handful of these types of ‘customizations’ I need to recreate which seems straightforward but I need to figure out this detail so I can proceed.Thanks for any help you can provide.Melissa Hietala

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M
2 days ago
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jdroweParticipating Frequently
asked in Kinetic & Epicor ERP

Open Orders stopped going into Fulfillment workbench

We have had this happen twice in approx six months.  Fulfillment workbench will be empty, previously thru the day orders will be going thru populating the workbench, however there came a time when the next time a user checked, it was empty.  No changes to the system or processes that we are aware of, we are Epicor cloud kinetic environment.  We check, and we have orders that should be in the fulfillment workbench, ready to fulfill is checked, etc.  We aren’t doing anything different then when everything is working.Then after some time, this time it was less than an hour, but the first time (six months ago) it was a few hours, it will let new orders that are entered, they will show up in the workbench.  Previous Open orders (that are still open) are not showing up in the workbench.The only way we have found to get them into the workbench, was to change the shipby date, save (we do change it back and click save again just to keep the order information correct), and then the order will sh

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J
2 days ago
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melissahInspiring
asked in Kinetic & Epicor ERP

Kinetic 2023.2 PO Suggestions - Filtering

We are just starting our testing of 2023.2.x. There is a new menu item for purchasing that combines the New and Change Suggestions screen which is great.However, we have different users in charge of different types of purchases and want to have multiple filters applied to the Landing page to be more efficient. For example, a tool crib manager purchases the tooling and Supply Chain team purchases materials. In classic mode there is an option on the grid for custom filtering with multiple filters. See below.I am new to the Kinetic screens but I don’t see an option like this. Am I missing something or has Epicor limited the options?Thank you for any information or direction.Melissa

6
slepley
2 days ago
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joneill@fitlifebrands.comNew Participant
asked in Americas - Midwest - IL, KS, ND, NE, SD

Kinetic Cloud Screens Epicare Advice

Hi.I have 2 users who are having issues with Kinetic screens.One user gets an admin error on the AR Invoice Tracker screen.One user, when clicking the hyperlink on the Customer tracker screen, nothing happens.In both cases the screens worked previously.I have had similar issues in the past and EpicCare was able to fix it.In both cases for the current issues, Epicare is telling me to create new users for both team members.Is anyone else having issues like this? And is it strange for Epicare to recommend creating new users instead  of fixing the current issues for the 2 users?Thank you in advance.

4
T
3 days ago
C
CarolinePParticipating Frequently
asked in Kinetic & Epicor ERP

How to Select a precise list of jobs in Job Status Maintenance

 We are facing the following challenge :  At Labrie, we usually don’t firm jobs that don’t have all the materials available to produce. (for Manuf parts) The tool we use to validate if there is everything to produce is Fulfillment workbench. Once we get the list of jobs that are 100% ready to fulfill, we are stuck in a one-by-one operation to go into Job entry, and Firm and Release all those jobs. Example: If one morning I get 43 jobs ready to fulfill, I need to open the first one in Job Entry, Firm and Release, save, write the Change log comment, and then move to the next, 23 times. It is painstaking and time consuming. The reason we can’t use the Out of The Box Job Status Maintenance tool from Epicor is a) there is no way we can paste-insert a list from Excel into the list mode of this window b) there is no marker on a job that says “Ready-to-Fulfill” that we could filter on to isolate only those unfirm-ready-to-fulfill jobs. How you guys would manage this ? We are about to investig

5
nmueller
4 days ago
G
glenn.owersBrainy
asked in Kinetic & Epicor ERP

Time Phase Inquiry - Definition of Terms

Our Supply Chain team has been completely replaced over the last 12-18 months.  They are stuggeling with some of the concepts within the Time Phase screen and how to interpret what the data and screen is telling them.Some background on Part A, which is a Purchased Part:InventoryMin. O/H = 0   Max. O/H = 0   Safety Stock = 27,005  Min. Order Qty = 4,000  Lead Time = 98 daysManufacturingMin. Lot Size = 60,000  Max. Lot Size = 0  Lot Multiple = 15Time Phase, is telling us to expedite an existing PO for a quantity of 40,000, which I agree with and can explain to the Supply Chain.Later on, I see a “Suggestion for Warehouse XX” with a receipt quantity of 60,000.  I’m guessing the quantity is being triggered by the Mfg. Min. Lot Size of 60,000.  Time Phase is telling us to pull from another warehouse, this quantity of 60,000.  I believe the Procurement team is reading this as a PO Suggestion to order 60,000, even though this is a Purchased part, but someone has entered data into the Manufactu

1
C
6 days ago
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swilsonKnown Participant
asked in Kinetic & Epicor ERP

WIP Balance Incorrect

If I look at the WIP balance on part tracker, should it match a calculated balance on a job? I have parts where the calculated difference between the first and second operation postings do not match the balance on part tracker for that job. For example: Operation Completed Quantity is 186480 and Operation 20 is 124320. Balance should be 62160. WIP quantity on the job and part tracker shows 26640.I am trying to create a schedule for the second operation that shows balance available.  Thank you. 

2
S
7 days ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Kinetic-Erp E-Signature

Is anyone using this feature? How is it working?

0
L
7 days ago
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Aaron.RiggertNew Participant
asked in Kinetic & Epicor ERP

Scheduling-rough cut and finite?

Hi there, Does anybody know how to rough cut schedule all unfirm job while finitely scheduling firm jobs? Thanks,Aaron

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A
7 days ago
K
ksteirerKnown Participant
asked in Kinetic & Epicor ERP

Exporting and Importing Access Scope in Kinetic 11.2.300.9

Would anyone know a way of exporting and importing Access Scope in Kinetic 11.2.300.9?The list - copy paste does not work. Thanks! 

0
K
8 days ago
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carolina.pullenInspiring
asked in Kinetic & Epicor ERP

Can I lock schedule of a Subassembly?

Can I lock schedule of a Subassembly, so that even when “manually scheduling” that subassembly’s date do not get changed?We work with multi level subassembly jobs for our machines.We use backwards scheduling from the due date to generate required by date for each assembly and their materials.Occasionally we may want to schedule an assembly to start earlier than it needs to and to source the relevant materials earlier.  Currently, the only way to do this is to unlink it from its relevant operation in the build sequence and try to link it to an earlier operation, but that does not really reflect its requirement in the build sequence.Via the Job Scheduling board, we see that that we can click and drag that operation alone to an earlier date and accept changes, which has the desired affect.We can also “Lock Schedule”, which stops the job from being automatically scheduled by processes.However, when the job is “manually scheduled”, that sub-assembly will be dragged back to its original requ

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C
8 days ago
djo
djoCommunity Manager
posted in Americas - Eastern PA

Eastern PA EUG April Meeting - Agenda - Registration

Hello Group, I have put together an agenda for next week’s meeting. Tentative Agenda8:30 AM - 9:00 AM - Arrival and light breakfast9:00 AM - 9:30 AM - Group business9:30 AM - 10:00 AM - Power BI Example - Bridget Casey - Bracalente10:00 AM - 10:15 AM - Break and networking10:15 AM - 11:00 AM - Mobile Warehouse - Bridget Casey and Phil Leaman11:00 AM - 12:00 Noon - National Accounts / Alternate Bill-Tos - Tamara - EpiCenter12:00 Noon - 1:00 PM - Lunch and networking1:00 PM - 2:00 PM - ECM Automation in Sales - Joe Sapereira - Epicor2:00 PM - 2:30 PM - Automation Studio with Salesforce - Phil Leaman - Beck2:30 PM - 3:00 PM - Where I Work - OCM Team3:00 PM - 4:00 PM - Facility Tour - Sturdy non-open toe shoes required This meeting will be on Wednesday, April 17, 2024 from 8:30 AM to 4:00 PM at OCM Inc. located at 250 Hansen Access Road, King of Prussia, PA 19406 To register for this meeting, please go here.  Registration deadline is 12:00 noon on this Friday (4/12). Hope to see you there,

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djo
10 days ago
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apittmanKnown Participant
asked in Kinetic & Epicor ERP

transferred Inventory not showing up in location

A part was transferred from one warehouse and bin to another.  The transaction is clearly visible in part transaction history, but the quantity transferred still shows up in the original warehouse and bin.  I have already run Refresh PartBin QOH from PartTran, Refresh Part Quantities and Allocations.  Support had me run Conversion 1420.Still waiting on support to get back to me, has anyone run into this before or can you suggest anything else to try to resolve this issue? Thanks!

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C
10 days ago
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Nick_V_FrohmaderNew Participant
asked in Americas - Wisconsin

Can you change the default behavior of Non-Stock items in BOM?

Is there a way to change the default behavior when adding Non-stock items to a BOM?  Currently, when you add a non-stock item to a BOM it automatically checks the “Pull as Assembly” flag.  Is there a way to turn that off?

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N
10 days ago
A
Anonymous
asked in Americas - Wisconsin

Question: any way to tie top level and component jobs together without using subassemblies?

Some time back our company went away from defining MOMs using subassemblies to a single level of parts for the top level part. We are now getting a question if there is a way to tie together jobs generated for manufactured parts to the job for the top level part, without having to switch back to using subassemblies to do it. I’m not aware of any way to accomplish this. Anyone have an idea?

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N
11 days ago
M
MTPPInspiring
asked in Kinetic & Epicor ERP

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

In Data Collection 2023.2 how do you get to settings to change themes? Actually I cannot find a way to do this in 2021.2.5 either. Some of our shop floor users are stuck in NightWing and would like to lighten up.

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M
15 days ago
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mthompsonInspiring
asked in Americas - Midwest - IL, KS, ND, NE, SD

Configurator Evaluation

We are currently running Kinetic 2022.1.19 and evaluating the configurator product.  I have asked our official resources if they know of anyone running configurator and have no response after a couple of months so I am looking myself.  Does anyone in the group run configurator on Kinetic that would be willing to talk with us and potentially show us the product using video chat?  We don’t want to take a lot of anyone’s time but would like to evaluate whether it would work for our situation before spending the money and figuring out it will not.

2
D
15 days ago
djo
djoCommunity Manager
asked in Americas - Eastern PA

Eastern PA EUG April Meeting - Survey Results

Hello Group,We polled 140 Eastern PA EUG members and the Top 5 answers are on the board: (Based on an amazing 13 responses)Database TuningDocStar/ECM Use in SalesAMMMobile WarehouseBartenderNow the call goes out to presenters on these topics.  I am hoping to cover at least 3 of these.  In addition, I ask users to present their unique solutions or projects.  Even if you can only present for 15-20 minutes, I want to hear from you!The next meeting will be on Wednesday, April 17, 2024 from 8:00 AM to 4:00 PM at OCM Inc. located at 250 Hansen Access Road, King of Prussia, PA 19406To register for this meeting, please go here. Your Fearless EPAEUG Leader,Doug

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djo
15 days ago
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sstuard@pointeprecision.comNew Participant
asked in Kinetic & Epicor ERP

Kinetic Implementation Project Plan

Good Morning,We are just kicking off our Kinetic implementation. Our consultant utilizes Smartsheet for project planning which will work great for the tasks that are directly related to their steps that need to be completed for the project, but we are very limited to the access we have. Has anyone used a project planning software during implementation to keep track of the detailed steps that need to be completed on the customer end? Hoping to get some ideas from this team. Thank you in advance!

1
A
16 days ago
J
jluckettNew Participant
asked in Americas - Kentucky & Tennessee

Buyer and Supplier Set Up at Transfer Site

Are there any know issue with having the buyer and supplier listed in Part Maintenace at a transfer site?  Is it possible I could ghost PO suggestions?I keep inventory at multiple sites but I only want to purchase to one site.  I have my buyer code and supplier ID set at the Purchased site and all of the transfer sites.   Thanks for your help! Julie LuckettPurchasing Manager Rev-A-Shelf 

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L
17 days ago
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mariwana.hussaini@ogipe.comNew Participant
asked in Americas - Oklahoma & Arkansas

Problems with login into Epicor 10

I am having a problem with login issues in Epicor 10. I had been successfully login into Epicor when I changed my password. It then would not accept my password the next time I tried to login. The administrator tried resetting my password without any success. When the password is to be changed, I usually get and email with a temporary password. After login in with the temporary password, I then change to my new password. Now when the administrator resets my password, I do nor receive the email that is usually sent, nd I can’t remember the last good password I used to log into the system. Has anyone ever run into or knows how to resolve this issue.Any help or suggestion would be greatly appreciated. Thanks

1
fred
18 days ago
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MontyWilsonBrainy
posted in Kinetic & Epicor ERP

Classic (WinForms) vs Kinetic: Features Dropped?

Now that so many companies have tried transitioning to the new (Kinetic UI) screens from the old Classic (WinForms) screens, in what areas have you noticed that features have been dropped in the new screens, compared to the old?  In one of my company’s open cases, there’s a List view screen that doesn’t accept sequence numbers greater than 9999, when a paste-insert is being processed, but allowed them when hand-keyed.  That occurs in Issue Material BTW.  Because the cause is a WinForms format, I thought to work around the issue by using the Kinetic screen.  But no import or paste-insert feature has been implemented in this screen, and according to Epicor Support, it was omitted purposely.This leads us to wonder: where else is this happening?  Did Epicor include in any release notes that some of the features of a WinForms screen were omitted from the new screens?Please reply if you've found anything similar.Thanks,..Monty.

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M
18 days ago
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MontyWilsonBrainy
asked in Kinetic & Epicor ERP

When Does Epicor Auto-close Order Lines?

K22.1 Classic screens, multi-plant, multi-company.I’ve seen many posts, searching here, about the logic Epicor uses to close sales order lines.  But way more questions than answers.  Would someone please tell me, when does the sales order line record (OrderDtl) get closed, as designed by Epicor?When shipped? When invoiced? When the invoice gets paid? After close of business following any of the above?Thanks,...Monty.

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M
18 days ago
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swilsonKnown Participant
asked in Kinetic & Epicor ERP

Inspection to the customer

I had a user move something from inspection to a customer instead of to stock. Anybody have a procedure for fixing this? Do I need to issue a new RMA for the parts.  Thank you, 

0
S
21 days ago
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