Topics started by mthompson

8 Topics

M
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
1 month ago
M
mthompsonInspiring
asked in Americas - Midwest - IL, KS, ND, NE, SD

Server File Download Location

We have just upgraded to Epicor 11.2.  When we print a positive pay file it automatically goes into the server file download area.  Is there a way to change the location of where the physical file goes?  It is currently being saved on the C drive of the server.  I would like to put it into my EpicorData folder that is on the E drive.  I have not found a place to change that setting.

1
fred
1 year ago
M
mthompsonInspiring
asked in Americas - Midwest - IL, KS, ND, NE, SD

Epicor Upgrade - QuickShip REST Settings

We are upgrading from Epicor 10.1 to 11.2.  As part of the upgrade we are also ungrading Manifest to QuickShip.  Part of the QuickShip install is to define REST services.  So far, everything I try to enter for the Server comes back with “The settings failed a test connection, please correct and try again.”  I have worked for 3 days with support and they are not coming up with a solution.  I am questioning if the problem is the server setting or the version of QuickShip.  Does anyone have QuickShip installed with Epicor 11.2?  The version of QuickShip we are upgrading to is 5.5.0.2704.

10
M
1 year ago
M
mthompsonInspiring
asked in Americas - Midwest - IL, KS, ND, NE, SD

Dynamic Account Used - not set up

We have a dynamic GL account set up to be available to account number 1422x.  When we ran the trial balance this month, one of our accountants was able to enter a GL Transaction using this dynamic account with account number 20990.  I have verified the dynamic account does not allow an entry using account number 20990.  Is there somewhere else I need to look to see why this one user would be able to make a journal entry to a “non-existing” account number?  The other accountant and myself cannot save an entry with the incorrect combination - it tells us the dynamic account is invalid.

0
M
1 year ago
M
mthompsonInspiring
asked in Kinetic & Epicor ERP

Work Queue Sort

We are trying to sort the work queue based on the Scheduling Code Priority Factor.  The Scheduling code is a text field and sorts like 1, 10, 11, 2, 21, 22.  The Priority factor that is assigned to the scheduling code is a number field and should sort correctly.  Is there any way to get the priority factor on the work queue form to be able to sort?  I tried using the Erp.WorkQueue.GetOpsInResourceGroup BO and set number1 on the ttWorkQueue table to the priority factor based on a query but it didn’t work correctly.  Admittedly this is much more advanced than what I have tried in the past so I am in way over my head!! We are working on Epicor version 10.1.500. Thank you for any help!Michelle ThompsonVektek LLC

3
fred
2 years ago
M
mthompsonInspiring
asked in Kinetic & Epicor ERP

Purchase Receipt Default Warehouse

We have previously sent all of our purchased inventory part through an inspection process in Epicor 10.1.  Because they were being inspected they were all received into a QA Receiving warehouse. We have made the decision to not inspect some parts and do a true dock to stock - receive directly into the default warehouse set up on the part.  I have been able to get these parts to not require inspection - but when I go to receive them they automatically go into the warehouse/bin that is set up in site configuration.  Because all of our parts are received into their own individual bin location we would have to either change the location at receiving or do an inventory transfer.  My question is - is there a way to get these parts to receive directly into the default warehouse that is set up on the part?  It seems like something that should just happen if there is a default warehouse set up but it is not working.Thank you in advance for any ideas.Michelle Thompson

5
K
3 years ago
M
mthompsonInspiring
asked in Kinetic & Epicor ERP

Attachment - Duplicate File Name

We have started using attachments a lot more in Epicor.  My sales staff drags and drops and email from Outlook to the attachment form - which copies the attachment to a directory on my server.  The trouble comes in when an email has a subject line that has already been used for another order.  The process of dragging and dropping the file makes the file name the same as the subject.  So if customer A sends us an email with a subject of Order Request it creates the file on the server.  Then a week later customer B sends us an order with the subject of Order Request it overwrites the file on the server without warning.  Now I have the email from customer B showing on both customer A and customer B’s orders.  Is there a way - either in windows or Epicor - to append the date/time to the file name when you drag and drop to save?  Or is there a way to get the server to put something (like (1)) on the new file so the file name is not the same?

1
M
3 years ago
M
mthompsonInspiring
asked in Kinetic & Epicor ERP

Receipt not available to match

We have a purchase receipt of 24 parts that have been inspected and placed in inventory.  The original invoice came in for 15 parts rather than 24.  Accounts Payable paid for 15 parts - leaving 9 open to be paid later.  In the RcvDtl table I show a qty of 9 in both the SupplierUnInvcReceiptQty and the OurUnIncvReceiptQty fields.  However, when I go to match the remaining 9 parts they are not in the list for the PO to match.  I have pulled the data into a test environment and run the same scenario on a different PO and cannot recreate the problem of not having the receipt to match in AP Invoices.  Has anyone every run into this problem or have an idea of what to look for before I make the call to Support?

12
A
3 years ago
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