Topics started by lairdl

34 Topics

L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Kinetic-Erp E-Signature

Is anyone using this feature? How is it working?

0
L
22 days ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Stop RFQ to PO from updating Job Material cost

We are using the Kinetic standard RFQ process, even though it is and old program, it is working well for our needs. The one problem we have is with Purchased direct items, when we create the PO from the RFQ it is updating the material unit cost. We would prefer this did not happen as we want to leave our original cost estimate in there. Any suggestions? Thank you 

0
L
2 months ago
L
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?

1
S
5 months ago
L
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.  

0
L
5 months ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Inventory items for maintenance module

We are looking to start up a Maintenance item stocking program. We do not want to carry the value, so we will set these to STD costing and at $0 and want the items to go to expense at time of receipt. What we are seeing is what we expected.When the PO is received in, the system adds the cost to inventory.  Its then doing an auto adjustment using “ADJ-CST” and moving the costs out to expense… we want it to expense, but instead of going to the actual maintenance parts expense account we created, the system is saying this is a normal inventory adjustment and moving this to our inventory adjustment account instead. We are not sure if this behavior can be modified with a posting rule or if a method/data directive would work.

1
M
6 months ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Safety alerts / Tracking / Corrective actions

Is anyone using any of the Kinetic-ERP modules to capture safety alerts / corrective actions?We are currently using the Maintenance Mgt, with a scheduling priority of Safety, and issues of Safety. We are thinking of using the Corrective Action app to capture / process corrective actions related to safety improvements.Using Nonconformance type = Other, with reason codes for Safety related concerns/problems.We could address it there, and/or move into a corrective action for improvement tracking.Thoughts?

1
M
6 months ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Drag and Drop attachments not working in Kinetic

We are implementing Kinetic views in 2022.2.12. When we tested 6 months ago, it worked. Now it is not.Any ideas?

1
M
7 months ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Grow for Kinetic-ERP for on prem

Has anyone heard of a released date for Grow for On-Prem?Does anyone know how we can find out or follow the progress?

0
L
9 months ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Tracking supplier deliver

When an item is late, we would like to attach a reason, and comments.Is anyone doing this inside of Kinetic-ERP.We looked around and thought it would be great to use the memo process if related to the receipt header/dtl but it is note. Another idea is to use a UD table auto populat when a receipt is late, then add comments.Thoughts anyone?

2
M
9 months ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Requisition Entry - Purchase order Link

Currently the only way we know to get the link between Requisition and Purchase order is to create the PO through New PO suggestions. There are times when we do not want to wait until after MRP/Generate PO suggestions are run and want/need to get the Purchase order created.Does anyone know if they is possible and how?Thank you 

4
M
9 months ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

memo functionality

Not all entry screens have the memo functionality, understandably.However, is there a way to add this to a table.Example. we would like to add a memo / memo category to receipt entry / receipt tracker. For the purpose of catgorizing PO delivery lateness. Or does anyone have a suggestion on how to manage. I other thought is to use a UD table. Thank you 

2
G
10 months ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Custom button on MES

We added a custom button to MES, works fine, however locks the MES screen, cannot move it or open anything else.Is this functionality per design or did we miss a setting somewhere?Kinetic-ERP 2022.2.12, on prem

1
M
10 months ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Intercompnay purchase order unit price

I am not finding a way to update/change the unit price on an intercompany PO. Working in Kinetic 2022.2.12.I am looked through the screens, and reading some instruction.Is there a way to suggest a price change, or is it only at the Incoming PO suggestion stage if pricing not right, reject it for incorrect pricing? 

2
D
10 months 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. 

0
L
10 months ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Multip compenay Intercompany trading

Multi company - Intercompany trading.We are working to get this setup, for an old setup that was not working years ago.We have the transactions flowing between companies, PO to Sales Order. Shipment to receipt.But the finanicial side is not flowing.We entered ticket with Epicor and got the 200 page tech manual.It appears we have everything setup, but still not flowing.Anyone have experience with this? 

1
P
11 months ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Job Operation inspection plan

We have inspection plans and specifications on the revisioin method for some operations. We can stop using it on a few, so I removed the inspection plan and specification from the revision method, I approved it and checked the revision back in. The plan and specification are not longer on the method.When we get details for a job, the inspection plan and operation are populating and requiring us to process them.What step am I misssing?

2
M
11 months ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Material lot number on customer packing list

We have a unique (at least I think it is) customer requirement. We need to put the material lot number used on the job on the customer packing slip.Anyone have any idea how we can accomplish this?

4
mwilson
1 year ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Row has been modified by another user and couldn't be updated.

Generally in the Sales order entry screen, some users will review the business logic error after making a change to a release for example when going back to the line or header, and some will not. Is there a setting or a behavior that can help with this?Another example, after entering the order, then using the order wizard to create the make to order jobs, then going back to the header screen, the message appears.   

1
S
1 year ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Method Directive code does not compile

We are currently running live in 10.2.400.26, and testing for upgrade to 2022.2.9, and this code will not compile.  Any suggestions?using(var txScope3 = IceDataContext.CreateDefaultTransactionScope())      {} 

3
J
1 year ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Progress billing after item as shipped

We have an order where the customer only wants invoice 90% at the time of shipment, then the balance after documentation is sent.We do not want to have seperate lines on the order for this.Does anyone have a similiar situation and did you do anything in Epicor to communicate this? 

3
D
1 year ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Epicor forcing everyone to the cloud?

We are seeing rumors of the highlighted statement below. I attended insights 2022, and did not hear this in any sessions. Did anyone else hear this? At the Insights Conference this year, Epicor informed everyone that they're requiring the move to Cloud based servers by 2024. Epicor said “If you are not in cloud, have a plan to get there”. Very bluntly, they informed us that all users not in the cloud by 2024 would be placed on sustained support. They made it very clear this was going to be fully enforced to all clients.

7
P
1 year ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Case Entry - Owner

We are seeing different owners autopopulate when creating a new case.Below is me starting a new case, and it has my user ID.Anyone have any idea the logic being this field? 

1
T
1 year ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Production Yield setup

We have a job production a qty of 12, we scrapped 4 at one of the operations.I would like to have the job reduce the quantity to 8.Is this what the production yield should do?I believe I have setup the system to recalculate the produciton yield and adjust job quantities. However, the production quantity on the job is not changing.Am I thinking correctly? Anyone have full documentation on how to setup and process?

2
S
2 years ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Purchase Price Variance - Average costing setup

We are using Average costing, and the leadership would like to have a Purchase Price Variance report.Is anyone in the same situation? Has anyone developed a BAQ or a SSRS report for this seniario?Any help would be apprieciated. Thanks

1
G
2 years ago
L
lairdlKnown Participant
asked in Kinetic & Epicor ERP

Serial Tracking

We have setup serial tracking, tested and ready to go live.We have setup our live environment, created jobs, and assign serial numbers to them.No activity, now we need to change the serial masking.Is it possible to delete the jobs, delete the serial numbers.Or is it best to just close the job(s) and deploy a new serial number format?For another issue, if we have been producing parts with a serial number format for years, and now we want to contining making the same part number with a new serial number format, is it as simple has changing it on the part record?

1
mwilson
2 years ago
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