Topics started by amy.thompson

3 Topics

amy.thompson
amy.thompsonNew Participant
asked in Kinetic & Epicor ERP

OData Connection / PowerBi / live data (SaaS)

Looking to see how others are providing live data to users? We are on SaaS, not sure if that makes a difference. Currently, we are using OData connected to live and/or a PowerBI connection to a replicated database.We have some concerns about OData because it hits our live database and is setup with a single account that we have to remote into the computer to enter credentials. Plus, we are unable to track what reports are connected to Epicor through OData. Are there ways we can track what is connected to Epicor via OData? Does OData need a security manager level user account? Should we look into Access Scope? The OData user account got locked out during our upgrade and we are unable to determine why.   Thank you,Amy

0
amy.thompson
7 months ago
amy.thompson
amy.thompsonNew Participant
asked in Kinetic & Epicor ERP

Epicor Kinetic New Hire Training Plan

Hi everyone, Does anyone have an Epicor training plan template? I was promoted a couple of months ago and am trying to formalize onboarding instead of ad hoc training. I would like a plan for someone on my team as the Business Systems Analyst and then hoping to leverage that plan to establish an on boarding training for the general Epicor users. I have the PDF’s from EpicWeb and will have him start with the the basic fundaments, navigation, then system flow, then looking into the various knowledge camps. I was curious how others approach training a new hire on Epicor. I am looking forward to making some connections @ insights this year!Thanks a bunch. Amy 

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R
1 year ago
amy.thompson
amy.thompsonNew Participant
asked in Kinetic & Epicor ERP

E10 Multi Company Security

We are on Epicor 10.2.700.15 and are adding a company w/2 sites to an existing database.We are looking for input on how to easily setup the user security groups. We need new Company B to have Machine Maintenance access in Company A, along with their normal access in Company B. We don’t want them to have the same access in A.Any other tips or gotcha’s would be appreciated.  

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amy.thompson
2 years ago
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