Topics started by melissah

27 Topics

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

2
M
1 day ago
M
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
7 days ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

Column not visible in dashboard grid

I have a dasboard I updated to group by our Engineer’s name on opening. However, now if a user wants to pull the name back down into grid to sort or group by something else, the Engineer’s name does not show in the grid. Properties show the field is marked Visible False. I have tried to recheck the visible box, save, and redeploy. But when we re-open the dashboard it goes back to being marked Visible False (checkbox cleared). This is the first time I’ve seen this issue in one of our dashboards.  Any ideas as to why and how to fix?ThanksMelissa

9
S
1 month ago
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melissahInspiring
asked in Americas - Minnesota

Test Environment - 2 different versions of Kinetic

I am wanting to install 2023.2 on my test environment but also want to keep my 2022.2.28 instance for any current version testing. It seems when I do the 2023 install it overwrites my 2022.2.28 items in Admin Console and I see no option to get the database or appserver back. If I try to add the db it only gives me the option of my old 10.2.500 or the new Kinetic 11.2.400. No 11.2.200 for the Kinetic 2022.2.Can we not have both versions on a test environment? If we can, does anyone have the path to a document that lays out how to do this?Thank you,Melissa 

4
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3 months ago
M
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

5
M
4 months ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

STRING_SPLIT error when trying to print a PO for international supplier

Last week we had an issue where we could not get a PO to print for a supplier. Turns out it was for a new ship to that is in Canada. When I looked at System Monitor the error referenced a STRING_SPLIT error.Contacted Epicor and googled it and got a recommendation to up our compatibility level on the SQL Server 2017 to the 140 level from the 120 level I had it set on. Great PO and Subcontract Pack Slip now printed.However, there were some SSRS custom reports that started taking 3-5 minutes to render where they had been seconds. Not all reports, just some. And when those were running the SQL Server CPU pegged out at 100%. Not good. I contacted Epicor again, since they assured me that upping that level would not affect anything else in our system. I put compatibility back at 120 since the Intern’l supplier POs will be few and far between so I’ll just work around it. But now there is a dashboard that shows a “Bad SQL Statement - See Logs” error. When I review the logs, it shows that same S

3
M
7 months ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

Kinetic - PPV on Raw materials Question

My Director of Finance came to me with a ‘finding’ from an audit around the recorded costs of raw materials.We have Raw Materials set to Lot\Avg costing.PO is created for $100. PO is received and then invoice comes in at $150.00, We do see the PUR-CST transaction for the difference but the Costs tab on the material Part is not updating. He is looking for the system to automatically update the lot or avg costs when these types of situations occur. To clarify, all cost seem to record on jobs correctly if material is Purchased Direct. It’s just they are looking for the value of the inventory to automatically update.Is this possible and where can I learn more about how to setup and test it out?Thanks for any direction you can provideMelissa

1
A
11 months ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

Lot number for Mfg Receipts - Custom

I am looking to see if it is possible, or if someone has already figured out a way, to customize the Lot number on the Job Receipts to Inventory, that defaults with the job number, with additional information.  For example we want that job number but we also want the “REVB” added to the job number so we have job 12345REVB as the final lot number for the parts going into inventory.I feel a BPM is in my future but not quite sure where to start with this if it is even possible.Thanks for any direction or insights.Melissa H

4
K
1 year ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

MES Menu - Job Tracker

Is it possible to have the Job and Part trackers available on MES menu without logging in a user?I’m thinking no because of security and such but this one threw me off after using Epicor for 25+ yearsThanks allMelissa

1
D
1 year ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

Kinetic Upgrade - Customization Binding Errors

I am looking for some help in updating some customizations that didn't fully convert on my test environment. What I am seeing is binding errors on customization that uses for example'Control 'epinumeric editorC2' of type EpiNumericEditor has an invalid binding to JobHead.Number01''Control 'epiUltraComboC1' of type EpiUltraCombo has an invalid binding to JobHead.Character05.'Any help or direction would be appreciatedMelissa Hietala

13
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1 year ago
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melissahInspiring
asked in Kinetic & Epicor ERP

10.2.500.35 - Inspection Processing - Add default comments

Team,I am looking for  away to add custom comment text to the Insp PRocessing>PO Receipts>Comments>Failed text box.Users want a static ‘list’ of information they need to fill in likeIssue:Investigation:Actions:Can I do this somehow through customization?Thanks for any help or other ideas to have a standard set of commentsMelissa

4
slepley
1 year ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

User cannot see menu but no menu security

Ok team, here is an odd one….I have a user that has a full Epicor license, has favorites setup for menu items in Inventory and Purchasing, but the Material Management high level menu is not shown in her menu tree. If she searches for something like PO Entry, which is on her favorites tiles and uses all day every day, there are no search results. I reviewed the menu security for both the main Materials Management and the sub menus  of Inventory and Purchasing and they have the checkbox checked for the Allow All Access.Any ideas on why we can see those menu items but she has the Favorites for some of the menus under the General Operations?I’m stumped..ThanksMelissa

5
M
1 year ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

API Integration using Jitterbit - New Hire

We have created some API’s to connect the HRIS application Paylocity to Epicor. We are setting up in Paylocity with all of the pertinent emp data, benefits, deductions, taxes, etc. We previously used Epicor’s Payroll module.We need to keep basic emp data in and updated in Epicor so that we can keep our time\labor entry and costs to job costing among other reasons. I have the employee changes up and running (to our test db) and i have the New Hire as well. However, when I go to Epicor to verify when the New Hire process runs I am getting a pop that says I need a pay rate and will not let me save or exit the menu without it.So we added another operation to Update the record we just created with pay rate info from Paylocity as the pay rate info is a different table\service and those fields are not available on the PREmpMas table\schemaWe are getting an error: Error details: <ErrorType>null</ErrorType><HttpStatus>500</HttpStatus><ReasonPhrase>null</ReasonPh

2
M
1 year ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

10.2.500 Ctrl S Search option

Team,We use this function throughout most of our depts regularly but somehow in the last week the Ctrl S function is not working for anyone for Part Entry or Part tracker.I don’t use (can’t even see that new Quick Search) like everyone else and do not have a Named Search setup and the Ctrl S doesn’t work for me either. We did create a Quick Search option and then setup a few people with a Named search using that Quick Search option for Part. How did we mess up this global option or what logic am I not understanding?Thanks for any insight you may have.Melissa

2
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2 years ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

Payroll integration to Paylocity

Team,We are looking to move our payroll to Paylocity and looking for anyone who uses Paylocity but are integrated with Epicor. We are looking to have the employee information flow to Epicor from Paylocity and time punches move from Epicor to Paylocity so we can process payroll.How \ who do we use for integration? Jitterbit, etc and did you do your own work or use consultants to get the 2 systems talking with each other.Any info, references, warnings would be appreciatedThanksMelissa Hietala

2
jbillet
2 years ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

Material Kitting for an automation mfg cell

We are looking for a way in Epicor to ‘kit’ a set of tooling that are listed as material lines in a job. So we have job for a finished part and that job has a list of tooling in the materials section. Say 20 tools all called out on their own material seq lines.In our automated mfg line we want to have a tooling kit set up so that when we run this top level mfg part on this line, the machinist just needs to pull the kit box out to do the setup. The intention would be that if a tool is in a tool holder or collet or whatever, they would be left in that device for the machine in the kit box.My question is this - What would be the best way to track all of the individual tools that go into the “kit” part number if we just use that “kit” part number in the material list of job. So, theoretically, 1 material line on the job but that material line somehow tracks the 20 different tools needed and keeps the individual tooling part number inventories in line?Any insight on what any of you do or Ep

1
S
2 years ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

SSRS Part supply and demand

I am trying to build a report that shows our total supply and demand. A very condensed version of a time phase. I’d like a 1 row per part set of information.  I have got everything I need except for Forecast totals by part.I am using Part, Part Whse, Part Plant, and Job info all linked up and good. As soon as I try to add the ForeQty to the report and do the query relationships it all goes awry and I get a bunch of duplication and summing issues on most of the fields I already had showing correct values Good so farAdd forecast field and relationship and it goes wonkyIf I unhide the details it looks like it is repeating for the 7 firm sales orders we have, but I don’t even have SO info on here.Any ideas on what I am doing wrong or do I just have to build this a different way? 

3
M
2 years ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

Help Menu Access for all users

We are on 10.2.500.35 and the Help menu is not accessible for anyone but me it looks like. I have the Company Maintenance url setup the same as what the KB0046362 (https://help.epicor.com/102500) shows for our version but get the 403 - Forbidden: Access is denied.You do not have permission to view this directory or page using the credentials that you supplied. Not sure how long this has been going on since I use it with no issues. Please advise what I have to setup differently on our system so all users can access the help screen

4
G
2 years ago
M
melissahInspiring
asked in Americas - Minnesota

10.2.500 Scheduling Question

We currently have our Production calendars setup for certain number of hours during the week but have found that we need to have at least one hour set over the weekend so that subsequent ops schedule correctly.When we run a query on job operations, we see that on closed\completed operations, some jobs are showing "open hours" for those jobs but the hours value is 0. When going to schedule subsequent operations, it looks like the start date \ hour is looking at the next available start date \ hour of that completed op showing open but at 0. If a machine has exceptions to shut off all time for a week or two (machine crash, etc) the subsequent ops are not scheduling until the day that the calendar for that machine is showing available again.Do we have a setting somewhere that is driving this?ThanksMelissa

0
M
2 years ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

10.2.500 Constrained material

Looking at Help menu it looks like the Constrained Material checkbox is something we would like to test and use. However, the box is greyed out. The part is marked as a stocked as help suggests.Do we need another module or a global setting to make this box available.ThanksMelissa 

1
D
2 years ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

Resource Scheduling Board Classic 10.2.500.35 Error

We have 1 resource scheduling board we cannot access. When resource id entered and try to launch we get a "Build Resource Line" application error. All other resources are fine and launch as expectedError detail shows message - Nullable object must have a valueClient Stack trace references "1.ShouldRethrowNonRetrayableExceptionError on 1 resource board Any Ideas on the issue? I’ve rescheduled jobs thinking maybe an op start date got funky but nothing has helpedThanksMelissa

3
M
2 years ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

Operational Metrics - Production standards

I am looking for some help or ideas on how to solve the following situation.In Epicor jobs we have operations that have a production standard tied them (pieces per hour) that is the primary driver for load for scheduling and capacity planning. We set the production standard, but they can and are updated based on an improved process, new tooling, different machine, etc. What we are looking for is a way to keep the production standards up to date but to have a way to track where we started with the standard in comparison to where we may get to in improvements or maybe even reductions.We are looking for a way to manage and give ‘credit’ to our different when we make gains that improve our capacity planning, ability to give customers price reductions, or see where we need to add machines or automate certain departments. In addition to having some overall operational measures at a department leve.How are other companies measuring or handling this type of request from management? I’d appreci

3
B
2 years ago
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melissahInspiring
asked in Kinetic & Epicor ERP

Capture cos\wip activity out of balance

We are trying to do month end and when running the Capture process it errors out. We reviewed the Review Journal and it shows the transaction being out of balance. We found the PO that is the issue and throwing the balance off by 88.10. The PO release did not show or have the default GL account listed. I re-open the PO and releases and did the Get Default button as one of the Epicor knowledge articles suggested. Worked great.Ran capture again but still errored. I wanted to delete the receipt and redo (to have it pull correct info for the transaction)it but we already invoice and posted for this po receipt and it won't allow me to delete and redo.What are our option here so that we can get the capture in balance and finish our month end process?Thank youMelissa H

3
M
2 years ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

10.2.500.30 - HCM to Epicor payroll integration - Reports

We are now integrating with HCM module and I am trying to create some reports for audit purposes using SSRS. I did get setup as a payroll manager so I have the correct security, but when changes are made in HCM and information is successfully updated in Epicor, those employees data is not showing up on my reports.For example, I made a change to an employees Comment field in Epicor Payroll entry. HR staff made some contribution changes to a few staff members that did successfully populate in Epicor as we would expect. However, now those 5 employees deduction data (for example) will not render on my report. If I just run an employee list I got all 195 people. If I add fields for the PREmpDeduct table or rate info from the PREmpRt tables (2 different reports) those 5 staff members info will not render on report.Thank youMelissa

1
M
2 years ago
M
melissahInspiring
asked in Kinetic & Epicor ERP

AP - Posting process that creates the IJ Journal Code

We have had an accounting manager leave our company and since then we are not seeing in our Chart tracker, the daily IJ posting entries from Receipt entry that puts the receipts into our Accrued AP account. No one seems to think that there was a process he was running but when we run that Chart tracker for that account, we see daily postings that coincide with the receipts. We are now trying to figure out basics on how these postings occur.Any back to basics info would be appreciated.Melissa

2
M
3 years ago
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