Topics started by M.Jamieson

9 Topics

M
M.JamiesonInspiring
asked in EMEA - UK

Site Transfer of Salvaged Material

Has anyone been able to transfer a serially tracked salvageable part from one site to another? I continually get a message advising that the part has not been serially matched. I don’t want to match this part/serial to the job I am salvaging it from as I want to have this component overhauled and stored in stock to be used in another job.  Added to the fact that if I did then serially match the salvaged part to that job, it then changes its serial status to consumed therefore making me unable to transfer it to another site anyway. I’m in a bit of a loop which (i assume is potentially a bug) 

0
M
1 year ago
M
M.JamiesonInspiring
asked in EMEA - UK

How to use Planning BOM feature Kinetic 2022.2

Has anyone had the opportunity to set up a Planning BOM as yet using Kinetic 2022.2? I am not finding any resources surrounding it and I would like to test it in our Pilot Environment. I’ve created a part and updated the Part Type to Planning BOM. Then updated the percentage figures on the BOM and creating some forecasted demand, then ran MRP.  I can see that MRP creates some unfirm jobs for this part, but when trying to firm it up Epicor advises that a Planning BOM part cannot be made into a job. So how do I convert these jobs to another part if an alias is required. Its all a little confusing 

0
M
1 year ago
M
M.JamiesonInspiring
asked in EMEA - UK

Over Receipted POs post inspection

Hi guys,  I have seen a couple of articles surrounding this subject but just wanting to clarify my understanding.  Once a PO has gone through and passed inspection, we cannot delete or change the PO receipt….UnderstoodA way round this is to raise a DMR on the overage quantity received and then in DMR check the box to return to sender. What transactions does that resolve in the way of finance, because as I see it we would still need to clear GNRI as the supplier will never invoice for the material we incorrectly booked in? Am I right that if we pass the point of no return that we are going to have to complete numerous finance steps to reverse the transaction?Does anyone have quicker or easier solutions?

3
G
1 year ago
M
M.JamiesonInspiring
asked in EMEA - Europe

Is there a quicker way to load numerous serial numbers

When transacting on Epicor that might require you to create a serial number, is there a quicker way of loading up serials when using Alpha numeric formats. Having one field and clicking ‘add’ each time is not ideal, sometimes we have 100+ serials that we need to transact that we could paste insert if there were only a grid view within the serial number screen.  Has anyone else had this issue and how did they get around it? the only thing I can think of is to use a DMT to load the serials, and then have them sit there in adjusted status, and then use the transaction tool and pull all serials in that way.   

3
C
1 year ago
M
M.JamiesonInspiring
asked in Kinetic & Epicor ERP

MRP on parts that are on condition and Serially tracked

Has anyone ever had any joy at running MRP for a part that is both on condition and serially tracked? Or how you may have gone about it? I did have a work around using an attrition rate for the qty required and using decimals , but then the part itself would not allow this, but being a little sneaky it is possible to do, but it makes a nightmare when needing to update a part. So I am looking now a new suggestions if anyone out there has anything?I can understand Epicor would not want to transact in decimals for serially tracked parts but for referencing in MRP is something different

0
M
2 years ago
M
M.JamiesonInspiring
asked in Kinetic & Epicor ERP

Engineering Workbench Latest Kinetic

i have just installed the latest version and update of Kinetic today and have been looking to play around with it. I was just in the engineering workbench about to create a BOM, when I noticed that i couldnt change the quantity fields for the number of parts.  Am I being completely stupid here, have I missed something When I load a part number in the quantity field is greyed out. I don’t remember having that issue in the past   

3
M
2 years ago
M
M.JamiesonInspiring
asked in Kinetic & Epicor ERP

Incorrect Supplier payment details being used

When invoices are processed (accounts payable) they attach themselves to a bank account.  If the supplier changes bank details it doesn’t update the posted invoice so when the invoices are pulled through on the payment run it’ll pay the bank account that was set when posted rather than pay to the new bank account.  Resulting in payments being returned back to the business bank account meaning we have to send a payment again Am I missing something or is there a way round this, as it seems a bit backwards that upon changing the bank details that epicor would default to old payment details 

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

An Unposted PO GL Report

Has any one ever tried to create a report where you can detail an unposted PO Receipt transactions specifically showing which GL account these transactions would get posted against.  I’ve used PartTran to get the list of unposted transactions and filtered to TranType PUR%, but then trying to tie that up with the GLs that they should hit is getting a little tricky.I’m not quite sure which table I should be using to tie up the GL hierarchies. 

5
G
2 years ago
M
M.JamiesonInspiring
asked in Kinetic & Epicor ERP

Call Context in a Dashboard to a UDtable

Hi guys, not much experience in this but I have a dashboard with a UD Key field column that I would like the ability of right clicking and opening the record in its UD program through a call context. I’ve been into call context and have created the UD record and set up everything there, but when I open a dashboard and right click the field nothing happens. I’ve probably missed a lot of extra stuff required here but wondering if I’ve missed something straight forward here.

1
M
2 years ago
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