Topics started by Jack.Pennypacker

15 Topics

J
Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

Getting the PrimeBinNum for a part added to a BAQ/Dashboard

I want to create a dashboard that will show what the Primary Bun number is for some parts, I can see from looking at the tech details for the field that the info is in the PartWhse table, and the field is PrimBinNum.   But when I add it to a BAQ, that field is not visible at all.   Not sure why, so wondering what I am missing.      We have parts that are not used in production, they are accessories that we make that are sold to our customers.    We want to make sure that all of these have the correct bin in the correct whse set up.  Not sure how to add the field to the BAQ, so I can get it to show in the dashboard for them to use.has anyone dealt with this?  or can help me with what I am doing wrong or missing in the process? 

1
slepley
8 hours ago
J
Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

BAQ-Recursive BAQ for a Costed BOM report

Wondering if anyone has created a BAQ report or Dashboard that is utilizing a recursive BAQ to create COSTED indented BOM report.     If so, would you be willing to share that BAQ with all of us?   I have been told that using a CTE query that a recursive BAQ could create a better Costed BOM report that is exportable to Excel than what Epicor has provided for the last 12 plus years.   Looking to see if anyone has already created something like this and if they would shared that.    I have put in a request or Epicor IDEA for a better Costed BOM report / Dashboard that is exportable to Excel, where it would be useable in Excel, unlike the report that is available now.   Need to get Votes put in for this, so that it becomes part of the newer releases at a minimum.    In the mean time, I thought I would see if someone has already created the wheel and was willing to share that with the group, as I see this as something everyone would benefit from. If you have something your willing to share

2
J
1 month ago
J
Jack.PennypackerInspiring
posted in Kinetic & Epicor ERP

Epicor Ideas - I have added an idea and hoping to get some votes for it. ( Better Costed BOM report)

The Costed BOM report whether it is for the Indented or Single Level, it is an ugly report that does not export into Excel in any way that is worth using.     I have asked for a new Dashboard or report that would give option of indented or single level BOM, that would Export into Excel.    This could be used for checking costs, comparing between 2 different revs for a part or for 2 different but 2 parts that are closely related.  Or the same BOM from 2 different time periods.   This would be a great time saver when asked to find out why something changed in cost or why 2 different parts have such a different cost on them.    If you go to the Epicor Ideas, the idea I created is KIN-1-4688.  see below: PLEASE VOTE FOR THIS, So that Epicor will add it to new releases.

1
fred
1 month ago
J
Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

help creating query/dashboard for getting the date for the first part transaction in parttran

help creating query/dashboard for getting the date for the first part transaction in parttran with the transaction type being either MTL-STK or PUR-STK or STK-CUS, wanting this for all active parts in the Part table. I had a query working and worked great at the end of December, and not sure why not, so trying to recreate query and dashboard again. 

8
J
2 months ago
J
Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

How to add a field to a screen - Part Entry>REv>List screen?

I need to be able to see one more field in the Part Entry → Rev → list screen.     I have tried to right click on the screen, I have clicked the Personalization but not seeing how to get the SIValueGroupSeq field added to this screen.     Does anyone have directions on how to do this or can point me where I can get them?     Need this as soon as I can!

2
J
2 months 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
11 months ago
J
Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

Looking for way to either inactivate or delete some Reason Codes

We created reason codes years ago, some for product lines we no longer build.   Looking to inactivate or delete these old Reason Codes, so no one can chose them.   Not seeing any way to do that.     If you have a way to do that or how you deal with something like this, Please share. 

3
G
1 year ago
J
Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

Help on a BAQ to get the Total QTY received on an Open PO by part number.

We are trying to get a Dashboard / BAQ to be able to get a file with all the Open PO’s for a selected Product Group, and to have it include the QTY that has already been received on each open PO for that product group.    I can get everything but the total received amount.   Not sure how to get it.   Was thinking a sub-query to total all the receipts against the PO’s.   But don’t have it working yet. Thought maybe someone else has done this and might be willing to share what they have already done.

5
slepley
1 year ago
J
Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

How to get the non-kenetic screens to open as default, or fix so preference is the non-kenetic screens

We have some new users and they did not hit the snooze button, that came up about kenetic - or active screens, and now they open for them as a default.    All the training documentation is in the non-kenetic screens and some of our customizations have not been up lifted to work in kenetic yet.   So we want to stay on the non kenetic for now. Need to know how to fix this. 

2
J
1 year ago
J
Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

Invoice date changed

We are trying to figure out how a date on an invoice changed.     A customer shipment was done in Nov 2022.     For some reason a copy of the order and pack slip with shipping info didn’t get to accounting until early January, and a invoice was created in January for the shipment.    a week later looking at the invoice it says the invoice date was 11/7/2022, which is when the shipment actually happened.   Why would the date on the invoice change?   Wondering if the functionality of invoice causes this, or if it is a bug or if someone would have to manually change it for this to happen.   Just wondering if anyone else has seen this happen and can explain why or how it happens.  

1
P
1 year ago
J
Jack.PennypackerInspiring
asked in Kinetic & Epicor ERP

GL Account not showing up correctly

We have an account set up for a fixed asset project.     When you do a search in General Ledger Account Maintenance, the account will show but the description is blank.     When you do a search in Chart Tracker, the account does not show up at all.    It is an active account, but something is wrong, and not sure what it could be to be able to fix it.      Any ideas or suggests, all would be greatly appreciated.  We are on Epicor ERP  version 10.2.700

5
Tina Brady
1 year ago
J
Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

How to have the GL account number autopopulate when entering a recurring exp invoice

Wondering if there is a way to have to the GL Account number autopopulate when entering an expense invoice.    Invoices for things like Electricity or water, things like that,   Not sure if there is a way to tie a GL account to a vendor, or how others are handling this.

5
P
1 year ago
J
Jack.PennypackerInspiring
asked in Americas - Pacific Northwest - ID, OR, WA

Issues pulling invoices into payment groups in 10.2.700, not pulling for suppliers with Discount periods

We recently upgraded from 10.1.600 to 10.2.700.11, everything seemed great in testing, now we are live we  noticed that some invoices are not pulling into Payment groups, as they have in the past version.   If the supplier has Discount Period set up, so that if we pay in certain amount of time we get a discount, those invoices are not getting pulled into the payment group.     We have tried a few different things to try to get them to pull in, not sure what we are doing wrong.  Wondering if anyone else has experienced this, and if so, what was the fix, or process to get them to pull in? I have put a case in with support, but thought I would ask here also. 

0
J
1 year ago
J
Jack.PennypackerInspiring
asked in Kinetic & Epicor ERP

Creating a BAQ Report

I am trying to find out what a BAQ Report is for sure and if I am heading in the right direction for what I need.    I have created many BAQs over and the years and then added them to a Dashboard.    However, now would like to be able to schedule to have the data from the dashboard pulled on the first day of every month.    I had heard of a BAQ Report, and was thinking that maybe I needed to create a BAQ Report that uses the BAQ I have created, and then be able to schedule that.   Not finding any information on how to do it.   I gave it a try and it seems to have created something, was trying to find how to run the BAQ Report I just created, only seeing BAQ Designer.    So don’t know how to run it.  I looked in actions and there was a TEST Form option I ran that but get error about too large or too small for an int32.  I ran it again and get Report Style not found.Any directions or guidance on this would be greatly appreciated.  

9
J
2 years ago
J
Jack.PennypackerInspiring
asked in Kinetic & Epicor ERP

Issue with linking APInvDtl with TranGLC in a BAQ.

I am trying to pull some data for accounting, and need to be able to have Invoice information for all of last year.    I have all the fields that are needed, except that I need the GL account each line of every invoice was charge to added.    I have read several other issues that have been posted around this type of issue and nothing I have seen there has helped.   I think I am close to having it, just not sure what I am doing wrong.    Here is what I have: select     [APInvDtl].[InvoiceNum] as [APInvDtl_InvoiceNum],    [APInvDtl].[InvoiceLine] as [APInvDtl_InvoiceLine],    [APInvHed].[InvoiceDate] as [APInvHed_InvoiceDate],    [APTran].[TranDate] as [APTran_TranDate],    [CheckHed].[CheckNum] as [CheckHed_CheckNum],    [Vendor].[Name] as [Vendor_Name],    [Vendor].[VendorID] as [Vendor_VendorID],    [APInvDtl].[PONum] as [APInvDtl_PONum],    [APInvDtl].[OurQty] as [APInvDtl_OurQty],    [APInvDtl].[PUM] as [APInvDtl_PUM],    [APInvDtl].[UnitCost] as [APInvDtl_UnitCost],    [APInvDtl].[

9
D
3 years ago
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