Topics started by carolina.pullen

13 Topics

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carolina.pullenInspiring
asked in Kinetic & Epicor ERP

Can I lock schedule of a Subassembly?

Can I lock schedule of a Subassembly, so that even when “manually scheduling” that subassembly’s date do not get changed?We work with multi level subassembly jobs for our machines.We use backwards scheduling from the due date to generate required by date for each assembly and their materials.Occasionally we may want to schedule an assembly to start earlier than it needs to and to source the relevant materials earlier.  Currently, the only way to do this is to unlink it from its relevant operation in the build sequence and try to link it to an earlier operation, but that does not really reflect its requirement in the build sequence.Via the Job Scheduling board, we see that that we can click and drag that operation alone to an earlier date and accept changes, which has the desired affect.We can also “Lock Schedule”, which stops the job from being automatically scheduled by processes.However, when the job is “manually scheduled”, that sub-assembly will be dragged back to its original requ

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15 days ago
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carolina.pullenInspiring
asked in Kinetic & Epicor ERP

Problem with Commission calculation under Quote Entry – Worksheet Tab

We have noticed a problem with the Commission calculation under Quote Entry, Worksheet Tab.As commission is paid on the final sales price, the unit price to be quoted including commissioning (to ensure you get the desired mark-up or profit) should be:(Cost of part with mark-up) / ( 1 - Commission Rate)However it seems to be calculating as:(Cost of part with mark-up) * ( 1 + Commission Rate)So once the sales commission is paid, the amount of sales value that we receive is less than it should be.The commission calculation should ensure that, after commission is paid, we receive the full sales value (which is the cost plus the mark-up).See comparison of how Kinetic is calculating commission and how it should be calculated to ensure that we receive the full sales value (which is the cost plus the mark-up). 

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2 months ago
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carolina.pullenInspiring
asked in Kinetic & Epicor ERP

Update PO due date from New PO Suggestion - Material List tab

Is it possible to update PO due date from New PO Suggestion - Material List tab?Under the New PO Suggestion screen, we normally review our suggestions from the Material List tab then tick the "Buy" column and generate PO from there.  However, the "Due date" fields on this screen is greyed out (see below). So to update the Due date before the PO is created, we have to go into the Suggestion - Detail tab and in there the Due Date is field is NOT greyed out (see below).  Is it possible to update PO due date from New PO Suggestion - Material List tab?Thanks.

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2 months ago
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carolina.pullenInspiring
asked in Kinetic & Epicor ERP

Run Scheduling without taking into account “actuals already clocked”

We are using backwards (infinite) scheduling to schedule a job.At the beginning of the job we set up the operations with the Finish to start or Finish to Finish relationships, and backward schedule the job from the required date.  This generates the scheduled Start and Finish dates that we use for our plans.However, once we have started to book actual hours and quantities to a job, when the job is re-scheduled, this is taken into account, and the planned start and finish dates change.Is there a way of running scheduling without taking into account "actuals already clocked", so that we can see the original planned start and end dates?Thanks.

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8 months ago
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carolina.pullenInspiring
asked in Kinetic & Epicor ERP

Cancelling Epicor Maintenance

We have recently upgraded from Epicor 10.1 to Kinetic 2022 and our Software maintenance is due for renewal later this year.With ever increasing costs of Epicor's maintenance contract, we are under pressure from finance NOT to renew the maintenance contract going forward.We have already negotiated with Epicor what is the cheapest we could drop down to, including dropping modules that we do not use or are not business critical but the pricing is still prohibitive.Does anyone have any experience of using Epicor WITHOUT an active Maintenance and Support agreement?The thought is that for general applications help we can reach out to consultant subcontractors, but if we do experience a "business critical" issue, are there any options out there for ad-hoc support (paid hourly)?  Like for things that we may need a data patch for?We are currently being told that Epicor do not offer this without a maintenance contract and that other partners will also be the same?  Does anyone know if this is th

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djo
8 months ago
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carolina.pullenInspiring
asked in Kinetic & Epicor ERP

Kinetic login - default to Classic

 Is there a way to default the Kinetic login to “Classic” on the below splashscreen?We have found a way through the config to set it so that it always open as Classic (without an option to select the style), but ideally we want to give users the choice but default to Classic as used by most users?  

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9 months ago
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carolina.pullenInspiring
asked in EMEA - Europe

Updatable dashboard for Country of Origin on Part Master

We need to create an updatable dashboard that allows users to update the Country of Origin saved on the Part Master, from the dashboard. The problem is that the value saved under “ISOrigCountry” in the Part table is the CountryNum, not the Country description.Is there a way for the user to enter the country “description” on the updatable dashboard, but it saves the CountryNum on the Part’s table?I have added both the values of the country of origin, both from the Parts table and the PartCOO table, as I worked out that the Part_ISOOrigCountry was not updatable.  The PartCOO_OrigCountry is updatable, though it does not seem to be updating from my dashboard below (even when using the “number”).  

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10 months ago
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carolina.pullenInspiring
asked in EMEA - Europe

Scroll bar missing from Customer Shipment Entry

Since doing a customisation on the Customer Entry screen (which made the screen longer), I noticed that there is no vertical scroll bar on that screen, so depending on user’s resolution / monitor sizes, they can not see the new fields on the bottom of the screen and have no way of “scrolling down”.  

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11 months ago
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carolina.pullenInspiring
asked in Kinetic & Epicor ERP

Job Entry - Get Details - Appending Materials

When using Job Entry - Get Details and appending Materials, the sequencing in which the subassemblies are appended onto the job is different to the sequencing in the Method master.The job that we are appending to only has 3 operations, no material.When we use the Get details function to get details from Method master, and we Append both Operations and Materials - the operations append ok, but the materials, which in this case are subassemblies, get appended in a strange order.On the left below is the order in the Job, on the right it shows the order from the Parts / Method master.Do you know what could be causing this?Assembling sequencing is quote important for production, is there any way to force it to be appended in the same order as the master?Thanks! 

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mwilson
1 year ago
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carolina.pullenInspiring
asked in Kinetic & Epicor ERP

How to TRIM description field

Within a BAQ, I need to “trim” our part description to remove any spaces, carriage returns, etc. (so that it can be used in a CSV file for uploading onto the DHL website when shipping parts.I have tried using the TRIM function, but this only removes spaces from the left or the right of the description, not the middle.Is there another function that can be used to achieve this?Thanks.   

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1 year ago
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carolina.pullenInspiring
asked in EMEA - UK

Adding Country name onto SO Pick List (problem with RDD field type)

I need to print the Country from the Part’s table onto the SOPickList report.  I have managed to bring the Part table onto the Report Data Definition and print the ISOrigCountry field from the Part onto the SOPickList report.  However this displays the “country number” not the country name. So I need to also link the Country table onto the RDD to pull through the country name.However the Part table’s ISOrigCountry field is a character type and the Country tables’s CountryNum field is an integer.  So when I create a relationship under the RDD, I get the following error:“Task: Parent Columns and Child Columns don't have type-matching columns.” I have tried creating a calculated field on the RDD Part’s table and setting it to Integer and linking on that, but I do not see how to define the calculated field to hold the Int(Fields!ISOrigCountry.Value).

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1 year ago
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carolina.pullenInspiring
asked in EMEA - Europe

BAQ Report sort using Calculated field

I have created a BAQ report and under “Sorting” I would like it to sort on one of the “calculated” fields from the BAQ, however this is not available form the fields for sorting in the drop dwon list.I can see “ReportParam_” fields listed as options for sorting, but not sure if this can be used to hold my calculated field value.

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1 year ago
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carolina.pullenInspiring
asked in EMEA - Europe

UOM conversion

 We are currently running on 10.1.500 and currently use the “Part UOM conversion” under System Maintenance to alter UOM of parts after they have had Transactions.In order to run this conversion we need to ensure that there is no ‘live demand’ for the part.  Whilst we understand why this is needed, it is quite an arduous task amending all live POs, job materials, etc.So we are just wondering if in later versions there is a an easier way to do this?

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1 year ago
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