Topics started by EM81

6 Topics

EM81
EM81Inspiring
asked in Kinetic & Epicor ERP

BAQ - New Invoices from customers who have not purchased for 2+ years

I am trying to create a BAQ to display (month to month - using range parameters) the new invoices from customers who have not made a purchase in two or more years.  Epicor 9 used to have a “Last” option in the BAQ designer, I believe, but I haven’t had the need to do anything like that for a while, so I have no idea where to start. I also need to determine invoices (from this same monthly range) where an active customer is now purchasing from a new shop they’ve never bought from previously, or a shop they have not purchased from in at least two years.  I’m stumped.  Any help would be greatly appreciated!Thank you!

5
D
3 years ago
EM81
EM81Inspiring
asked in Kinetic & Epicor ERP

BAQ - Customers with no invoices for the past 2+ years

Hello all,I’m creating a dashboard with a few tabs.  I thought this particular one was fairly simple, but it’s not returning correctly.  All I need are all customers with no invoices for the past two years.  I’m clearly not entering the criteria correctly so if someone could point me in the right direction, I’d appreciate it!  I’ll post my criteria below.  I will post the questions I have on the other 2 BAQ’s separately. Thank you!Erin

6
EM81
3 years ago
EM81
EM81Inspiring
asked in Kinetic & Epicor ERP

What happened to the Epicor University/Embedded Education link?

I believe the link for Epicor University’s Embedded Education courses used to be easily accessible through the Learning Center, but I’ve been searching all morning and can’t find it anywhere.  Anyone know where I should be looking?

5
V
3 years ago
EM81
EM81Inspiring
asked in Kinetic & Epicor ERP

Entering invoices as they are received - how to find in multiple batches when time to pay?

Good morning all,I know very little about our AP Process at the moment, but here’s the situation I’ve been tasked with improving.  Currently, our AP dept enters invoices into AP Invoice Entry when they are ready to pay them, not as they are received.  So our AP Aging report is useless and some vendors are falling through the cracks, creating problems for us.  When we spoke to Epicor they said invoices should be entered as they are received (which makes sense), however our AP dept pushed back saying that if they did it that way, how would they search through multiple groups in order to find the invoices they were ready to pay when the time came?  I am reading through all the guides, etc to find that answer, but figured this was a better way to get the answer.  How do you handle your AP invoices?  Entered as received?  And how exactly do you pay them when you’re ready to do so?Appreciate any insight you can give me!Erin

8
EM81
3 years ago
EM81
EM81Inspiring
asked in Kinetic & Epicor ERP

Any way to force Load Cost Details to open in Classic?

We are having issues completing Standard Product Updates because the Load Cost Details form only seems to be able to open in Kinetic view, and we need to sort by shop and part and don’t see a way to do this in Kinetic.  The “User Choice” form option in greyed out in Menu Maintenance and setting user’s preferences off the home screen don’t seem to have any effect.  Any way to do this, or is this form now only available in Kinetic view?  Any help at all would be greatly appreciated, as this is postponing our update.

2
EM81
3 years ago
EM81
EM81Inspiring
asked in Kinetic & Epicor ERP

Can commission be set to be part-specific?

Hello all,We have certain customers who buy different products from us, and the commission is different, based on the part.  Currently, we do not use Epicor’s Commission settings to calculate commission, but we would like to start.  Aside from creating different customer numbers for the same customer is there a way to set commission to be part-specific?  I’m looking through all the documentation but haven’t found anything like that so far.  Any help would be greatly appreciated!  We are in Epicor 10 in the cloud.

5
B
3 years ago
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