Topics started by slepley

37 Topics

slepley
slepleyGenius
posted in Americas - Eastern PA

Potential topics for future EPEUG meetings

Hi Doug,Could you please post your current list of potential future topics that have been suggested during the past few EPEUG meetings?Regards,

1
djo
1 month ago
slepley
slepleyGenius
asked in Americas - Eastern PA

Has anyone in our group upgraded from 10.2.anything to Kinetic 2022.x?

Has anyone in our group upgraded from 10.2.anything to Kinetic 2022?  If so, would you be willing to share your experience with the upgrade?  We’re interested in any aspects that you’re willing to share!Regards,

7
slepley
11 months ago
slepley
slepleyGenius
posted in Americas - Eastern PA

Western PA regional user group meeting - Thursday, February 16, 2023

Our neighboring user group in western PA is looking for a few more attendees for their next meeting in February.  Here’s the relevant information from Byron Fruit who is organizing the meeting: Hi Everyone,If you haven’t already, register for the meeting at Aerotech on February 16Western PA & Eastern OH Regional Group Meeting REGIONAL GROUP MEETING Thu, Feb 16, 9:00 AM  The agenda includes topics from partners, Epicor experts and local users and will give everyone things to look forward to at Insights in Las Vegas! 9:00-9:30 coffee, networking, introductions, EUG business Be prepared to introduce yourself and your company and tell us the following: What does your company do? What version of Epicor ERP or Kinetic do you currently use? What is your favorite Insights story? RUG Cup information 9:30 - 10:30 Fast Close, Tina Brady  10:30 - 11:30 : What’s new in the latest release of Kinetic  12:00 -1:00 lunch / networking 1:00 - 1:45 : Recursive

1
bfruit
1 year ago
slepley
slepleyGenius
asked in Kinetic & Epicor ERP

SSRS report with 3 sections per customer using 1 BAQReportResult dataset? Seems impossible!

First, let me scream… SSRS SUCKS! I despise the fact that SAP acquired Crystal Reports!Okay, moving on…This report seems impossible to create but I am sure that it is just my lack of SSRS knowledge that makes it seem so! However, just to confirm that it should be possible, I am posting this topic. Btw, I have reviewed countless previous SSRS-related topics here and Microsoft’s documentation, too, so this isn’t a matter of not bothering to try on my own.I am trying to create a simple (at least in my mind) AR past due invoices reminder report using a single BAQ and BAQ Report Designer. Using the same BAQ, in about 20 minutes, I created a dashboard with 3 grid views (for past due invoices, current invoices, and unapplied credits) and 1 tracker view (for CustID filter) that works perfectly. The BAQ has a sub-query with a distinct result set so that the BAQ results include only customers with at least one past due invoice.Unfortunately, trying to create a SSRS report that mimics the dashboa

4
slepley
2 years ago
slepley
slepleyGenius
posted in Americas - Eastern PA

Mid-Atlantic Regional Group Virtual Roundtable Meeting

FYI.Mid-Atlantic Regional Group Virtual Roundtable Meeting

0
slepley
2 years ago
slepley
slepleyGenius
asked in Kinetic & Epicor ERP

Freight forwarders

Epicor ERP seems to have very little functionality with respect to freight forwarders, and what the application actually does have seems not to be interconnected to any other functionality where it would be useful. The freight forwarder information in Site Configuration apparently does not automatically populate into a new customer record or a new customer ship-to record, so entering any information there seems not to serve any worthwhile purpose without introducing customization. Likewise, any freight forwarder information entered in a customer record or a customer ship-to record apparently does not automatically populate, and cannot be retrieved, into a sales order as a ship-to address, so entering any information there also seem not to serve any worthwhile purpose. With respect to freight forwarders, we need to improve our capabilities to gather and document shipping information for export compliance and sales tax compliance. So, I’m wondering if I am completely missing some key asp

1
T
2 years ago
slepley
slepleyGenius
asked in Kinetic & Epicor ERP

RMA Receipt - is it available in any version of Handheld application or Epicor Mobile Warehouse application?

Is RMA Receipt available in any recent version of Handheld application or Epicor Mobile Warehouse application? We are currently running 10.2.200.40 and that version of Handheld does not have the RMA Receipt option. We simply would like to know if that option is available anywhere in later versions of the application.

0
slepley
3 years ago
slepley
slepleyGenius
posted in Americas - Eastern PA

Announcements - Epicor Users Group - Multi-Regional Epicor Users Group (virtual) Meeting - Nov 13 2020

In case you did not see the announcement earlier today on the EUG website home page...   https://www.epicorusers.org/browse/announcements?AnnouncementKey=34bdccb8-4e4c-4640-8ac5-f77ee52e87ae     Regards, Scott Lepley ERP Analyst Flight Systems Industrial Products Raising the Bar for Over 50 Years 717-254-3747 x269          

0
slepley
3 years ago
slepley
slepleyGenius
posted in Americas - Upstate New York

Group admin?

Hello group,Who, if anyone, in this group is designated as the group admin?Regards,------------------------------Scott LepleyERP AnalystFlight Systems Industrial ProductsCarlisle PA------------------------------

5
Q
4 years ago
slepley
slepleyGenius
posted in Americas - Southwestern Ontario & Greater Toronto

Group admin?

Hello group,Who, if anyone, in this group is designated as the group admin?Regards,------------------------------Scott LepleyERP AnalystFlight Systems Industrial ProductsCarlisle PA------------------------------

3
A
4 years ago
slepley
slepleyGenius
posted in Americas - Eastern PA

Selling into Puerto Rico and managing the associated sales and use tax issues

Hello all!Is (or has) anyone in our regional group selling into Puerto Rico and managing the sales and use tax issues that are associated with doing so?  If you have, would you please reply, either online or offline, to let me know?  I would like to discuss how you decided between being obligated to collect and remit sales taxes and being obligated to notify and report purchasers regarding use taxes.Regards,------------------------------Scott LepleyERP AnalystFlight Systems Industrial ProductsCarlisle PA------------------------------

0
slepley
4 years ago
slepley
slepleyGenius
posted in Americas - Eastern PA

Epicor Tax Connect (Avalara AvaTax) vs. AdvancedWare AWSalesTax

Hello group!   Is anyone in our group running (or evaluating) either of these sales tax solutions?  If so, would you mind sharing your opinion here regarding either one (or about any other sales tax solution that you might know)?  If you're willing to share information but would prefer not to do so here in the forum, please feel free to contact me offline.  Thanks.   Regards,   Scott Lepley ERP Analyst Flight Systems Industrial Products slepley@fsip.biz 717-254-3747, ext. 269 Visit the new online store shop.fsip.biz   FSIP is proud to celebrate its 50 year anniversary!        

3
slepley
5 years ago
slepley
slepleyGenius
posted in Americas - Eastern PA

Using Epicor ERP in a 24/7 operating environment

Is anyone in this group doing this?Regards,------------------------------Scott LepleyProgrammer/AnalystFlight System Industrial productsCarlisle PA------------------------------

4
M
5 years ago
slepley
slepleyGenius
posted in Americas - Western PA & Southeast Ohio

Using Epicor ERP in a 24/7 operating environment

Is anyone in this group doing this?Regards,------------------------------Scott LepleyProgrammer/AnalystFlight System Industrial productsCarlisle PA------------------------------

0
slepley
5 years ago
slepley
slepleyGenius
posted in Americas - Eastern PA

Modifying GL posting/booking rules

Trying this again with a different subject, hoping that it catches just a tad bit more attention...Does anyone know who suggested the "GL Posting Rules" topic at our meeting on July 19th, and what business case, if any, was given as the context?  Beyond that, does anyone have a business case that they would like to suggest as an alternate?Regards,------------------------------Scott LepleyProgrammer/AnalystFlight System Industrial productsCarlisle PA------------------------------

0
slepley
5 years ago
slepley
slepleyGenius
posted in Americas - Eastern PA

Epicor ERP Videos (Knowledge on Demand)

Here is the site that Deb Amato was presenting to us:http://erpvideo.epicor.com/------------------------------Scott LepleyProgrammer/AnalystFlight System Industrial productsCarlisle PA------------------------------

1
slepley
5 years ago
slepley
slepleyGenius
posted in Americas - Western PA & Southeast Ohio

FW: Central PA Epicor Users Group : Last Call to Sign Up! - Meeting This Thursday!

Fyi, in case anyone may be interested, since the next Western PA EUG meeting is deferred until December... Regards, Scott   ------------------------------ From: Doug Oswald via Epicor Users Group [mailto:Mail@ConnectedCommunity.org] Sent: Monday, November 13, 2017 10:23 AM To: Scott Lepley <slepley@fsip.biz> Subject: Central PA Epicor Users Group : Last Call to Sign Up! - Meeting This Thursday!   Please register by the end of business today!  We need to know the final count.   Register here for $15:  www.epicorusers.org/higherlogic/s/e/in/eid=214   This meeting will be held at Philadelphia Mixing Solutions, located at: 1221 East Main Street Palmyra, PA 17078   Final Agenda:   9:00-9:50 AM EST - Group Business - Elections, Future Topics, Locations, Etc. 9:50-10:00 AM EST - Break 10:00-11:00 AM EST - FastClose - Tina Brady - Singular Consulting Services 11:00-12:00 noon EST - Quote to Cash in ERP 10 - Tom Pflugi - Epicor 12:00 - 1:00 PM ES

0
slepley
6 years ago
slepley
slepleyGenius
posted in Americas - Eastern PA

FW: Epicor ERP : What financial statement tool does your company use?

I think FastClose would be another great topic for a future meeting.  Anyone else agree?   Regards, Scott   From: Richard Gardner via Epicor Users Group [mailto:Mail@ConnectedCommunity.org] Sent: Thursday, October 05, 2017 9:42 AM To: Scott Lepley <slepley@fsip.biz> Subject: RE: Epicor ERP : What financial statement tool does your company use?   Hi Harold We also use FastClose and our accountants love it. Works fine multi-company. We have started using multi-site this month and seems... -posted to the "Epicor ERP" community Epicor ERP   Post New Message   Re: What financial statement tool does your company use? Reply to Group Reply to Sender Oct 5, 2017 9:42 AM Richard Gardner Hi Harold   We also use FastClose and our accountants love it. Works fine multi-company. We have started using multi-site this month and seems ok but the key is fast, stable

2
slepley
6 years ago
slepley
slepleyGenius
posted in Americas - Eastern PA

Possible future meeting topic - MEP's/IRC's/MA's

Who would be interested in having a presentation from any of the following regarding the services that they can provide to manufacturers?   1.       Pennsylvania Manufacturing Extension Partnership (PA MEP); 2.       Pennsylvania Industrial Resource Center (IRC) Network member; or 3.       Manufacturers' Association (state and/or local)   Regards, Scott  

0
slepley
6 years ago
slepley
slepleyGenius
posted in Americas - Eastern PA

FW: System Customizations Tracker

This subject arose during the combined group meeting today and I promised Doug that I would post a message to both groups so that more people would be aware of the availability of this tracker.  You can access the library with the following link:   https://www.epicorusers.org/communities/community-home/librarydocuments/viewdocument?DocumentKey=e05e0bad-18e0-4b1e-a10f-22364f8d299d%3fCommunityKey%3ddf2aacd6-d4fd-42fc-850f-eea2bb5eef97&tab=librarydocuments   Regards, Scott   From: Scott Lepley [mailto:epicor10@list.epicorusers.org] Sent: Friday, March 24, 2017 1:41 PM To: epicor9@list.epicorusers.org Cc: epicor10@list.epicorusers.org Subject: [EUG Epicor10] - System Customizations Tracker   Hi Todd,   We have encountered a bit of a problem keeping track of customizations and knowing what needs to be copied from one testing environment to another, or to a production environment.  Earlier this week, I was searching the archives trying to find

2
slepley
6 years ago
slepley
slepleyGenius
posted in Americas - Western PA & Southeast Ohio

RE: FW: System Customizations Tracker

If you encounter a "CGCCode mismatch error" when trying to import the dashboard, click the following link for an explanation and resolution:   https://www.epicorusers.org/communities/community-home/digestviewer/viewthread?MessageKey=7a423578-6d73-4203-b935-c802a8a3184f&CommunityKey=df2aacd6-d4fd-42fc-850f-eea2bb5eef97&tab=digestviewer#bm2   Regards, Scott  

0
slepley
6 years ago
slepley
slepleyGenius
posted in Americas - Western PA & Southeast Ohio

FW: System Customizations Tracker

This subject arose during the combined group meeting today and I promised Doug that I would post a message to both groups so that more people would be aware of the availability of this tracker.  You can access the library with the following link:   https://www.epicorusers.org/communities/community-home/librarydocuments/viewdocument?DocumentKey=e05e0bad-18e0-4b1e-a10f-22364f8d299d%3fCommunityKey%3ddf2aacd6-d4fd-42fc-850f-eea2bb5eef97&tab=librarydocuments   Regards, Scott   From: Scott Lepley [mailto:epicor10@list.epicorusers.org] Sent: Friday, March 24, 2017 1:41 PM To: epicor9@list.epicorusers.org Cc: epicor10@list.epicorusers.org Subject: [EUG Epicor10] - System Customizations Tracker   Hi Todd,   We have encountered a bit of a problem keeping track of customizations and knowing what needs to be copied from one testing environment to another, or to a production environment.  Earlier this week, I was searching the archives trying to find

3
M
6 years ago
slepley
slepleyGenius
posted in Americas - Eastern PA

Test message from new EUG website

This is just a test message to confirm the distribution works, since we have a meeting coming up on July 27.  Added our regional group tag to the message just to see how that shows up.------------------------------Scott LepleyAnalystFlight System Industrial productsCarlisle PA717-254-3747------------------------------

3
slepley
6 years ago
slepley
slepleyGenius
posted in Americas - Eastern PA

Epicor 10.x Payroll and NACHA file setup

Hello again,I’m expanding the scope of my original post. Michael and Jay, we will likely be contacting you. Can anyone else in our group, regardless of which bank you use, assist us with or advise us on the creation of the NACHA file that we will need to send payroll direct deposit information to our bank?Regards,ScottFrom: Michael Cromer [mailto:cpaeug@list.epicorusers.org]Sent: Wednesday, April 05, 2017 11:07 AMTo: cpaeug@list.epicorusers.orgSubject: [EUG_CPAEUG] - RE: Epicor Payroll and First National BankWe use payroll but not with First National Bank. Let me know if you have any questions and I'll be glad to go over them.Michael CromerNetwork Administrator724-744-2131 x2606________________________________From: Jay David Stauffer [mailto:cpaeug@list.epicorusers.org]Sent: Tuesday, April 04, 2017 7:01 PMTo: CPAEUG@list.epicorusers.orgSubject: [EUG_CPAEUG] - RE: Epicor Payroll and First National BankHi Scott,We use Epicor Payroll, but not First National. Happy to help if I can.-Jay_

2
slepley
6 years ago
slepley
slepleyGenius
posted in Americas - Eastern PA

AR invoice group print sort options in 9.05.7xx

Would someone running Epicor 9.05.7xx be so kind as to reply with a screen snippet showing the AR invoice group print sort options?Regards,Scott LepleyAnalystFlight Systems Industrial Products1015 Harrisburg Pike, Carlisle, PA 17013717-254-3747, ext. 269800-333-1194Visit our website and online catalog http://www.fsip.biz Check out our ChargePlus Battery Charger Video! http://youtu.be/o_xRk4EY5qE

2
slepley
7 years ago
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