Topics started by jdrowe

7 Topics

J
jdroweParticipating Frequently
asked in Kinetic & Epicor ERP

How to stop Search box from opening automatically

We have a user that when they go into a module, after the module opens, the search box automatically opens up.I can’t find any settings that would impact this behavior.Does anyone know where this type of setting would be?

7
B
19 days ago
J
jdroweParticipating Frequently
asked in Kinetic & Epicor ERP

Open Orders stopped going into Fulfillment workbench

We have had this happen twice in approx six months.  Fulfillment workbench will be empty, previously thru the day orders will be going thru populating the workbench, however there came a time when the next time a user checked, it was empty.  No changes to the system or processes that we are aware of, we are Epicor cloud kinetic environment.  We check, and we have orders that should be in the fulfillment workbench, ready to fulfill is checked, etc.  We aren’t doing anything different then when everything is working.Then after some time, this time it was less than an hour, but the first time (six months ago) it was a few hours, it will let new orders that are entered, they will show up in the workbench.  Previous Open orders (that are still open) are not showing up in the workbench.The only way we have found to get them into the workbench, was to change the shipby date, save (we do change it back and click save again just to keep the order information correct), and then the order will sh

3
C
21 days ago
J
jdroweParticipating Frequently
asked in Kinetic & Epicor ERP

Next Available number BPM for a module

Can a BPM be set up to add a sequential number into a field as a new record is entered?Example, looking to have a BPM enter the Ship ID field (next available) when a new ship via address is entered into Epicor.If this can be done thru BPM, what would that look like in the BPM designer?Thank you for any assistance you can provide.Jason

3
S
3 months ago
J
jdroweParticipating Frequently
asked in Kinetic & Epicor ERP

Parts auto fill warehouse they ship from?

Is there a way for Sales Order Entry to automatically pull/enter the correct warehouse a part ships from?Example: Site A produces a part, but Site B ships it out.We would like to see if it is possible that when a part is selected in Sales order entry, that the system automatically enters/pulls the correct site to ship from, in this case it would enter the ship from address of Site B (vs Site A where its produced).Is there something already in Kinetic to accomplish this, or would this be a BPM or customization behind the scenes?Thank you for any guidance you can provide.have a great day.

1
M
5 months ago
J
jdroweParticipating Frequently
asked in Kinetic & Epicor ERP

Creating a commercial invoice with items from multiple plants

We are still a bit new to Epicor processes, and are looking to see what other users have used if they have items from multiple plants on a sales order, and then wanting to pick which items are going on the invoice.How are people doing this?Thanks in advance for any insight or recommendations.

2
J
7 months ago
J
jdroweParticipating Frequently
asked in Kinetic & Epicor ERP

How do you handle an European REACH concerns?

Hello,Just wanted to see what other Epicor users are doing in regards to European REACH requirements?If REACH affects you, how are you handling the tracking?  We have a in house built solution, but wondering if there is a better way.Thank you in advance for sharing.

0
J
1 year ago
J
jdroweParticipating Frequently
asked in Kinetic & Epicor ERP

Sales Order Backlog Report doesn't include all orders

Hello,Can anyone assist on possible reasons some orders that appear to be in the proper date range for the Backlog report may be left off the report?We have a report style that breaks at territories, and a few salespersons are not seeing all their orders on the report. When checking, the salesperson does have the territory assigned, and the order does have that salesperson listed on the order, and it has not shipped.However when the report is ran, the order is not listed on the report.Any thoughts on what might be stopping some orders from making it to the report?  It appears to be random, this is not happening to one salesperson.  So it may be a behavior or status on our end.  But we are under 2 years with Epicor so i am still learning all the ins and outs, so i don’t know what factors prevent an order from showing up on the Sales Order Backlog report.Thank you for any assistance or guidance you can recommend.

8
J
1 year ago
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