Unanswered questions

994 Topics

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karen.lintParticipating Frequently
asked in Americas - Northeast - CT, MA, ME, NH, RI, VT

Resources clocking on to jobs in more than one site

Does anyone have employees that need to put time on jobs in more than one site? Did you have to create different resource codes in each site?

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K
1 day ago
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tmcmullenKnown Participant
asked in Americas - Mid-Atlantic - DC, VA, MD, DE

Selecting Correct Quote Price Break

I have been asked to create a report showing the Actual Costs versus the Quoted Costs for every shipment.  We utilize Quantity Price Breaks in the Quote Module, so I need to be able to find the correct Quantity Break based on the Order Quantity.For instance, Quote Line has Quantity Breaks of 10, 20, 50, and 100.Order entered is for 60.  I need to get the information tied to the 50 Quantity Break.Are BAQ’s powerful enough to get specific quantity break I need?  Or do I need to pass all the info to SSRS and then narrow it down to the correct quantity break?Either way, has anyone ever successfully done this that can provide some guidance? Thanks in advance.

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2 days ago
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iankInspiring
asked in Kinetic & Epicor ERP

Refresh Kinetic Dashboard on a Timer

We have recently upgraded to Kinetic from Epicor 10.1. We have a lot of Dashboards that refresh on a timer. Although I can run the upgraded kinetic dashboards, they don’t run a timer. I have been told that with application studio, I should be able to add a dashboard-timer-set event. How would I use this to refresh a dashboard every 10 seconds? I can’t find this in any or the Application Studio user guides.

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4 days ago
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mcabb@psi-ga.comNew Participant
asked in Kinetic & Epicor ERP

Moving inventory in-between operations to warehouse

Hello all, We are trying to find a solution for parts that are in process but need to be moved to the warehouse between operational steps. Most of the times we have to wait a few days/weeks after completing an operation before beginning the next operation. This is due to machine availability. In our current process we use a 3rd party system that creates a part number outside of Epicor. We then can use this part number to move inventory to and around the warehouse and the next operation when needed. We are also able to use the 3rd party system to check inventory quantity. We are hoping to use only Epicor moving forward. We have a mix of make to order and make to stock jobs. We have looked at using WIP transaction history tracker, but have run into some issues with this as we cannot see quantities of all partially completed jobs in WIP and in stock at the same time. With make to stock, the issue is, Epicor does not issue a lot number till the final operation. We can have multiple lots in

6
djo
10 days ago
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alexander.schaaf@incoe.deNew Participant
asked in Kinetic & Epicor ERP

MS Odata Client Generator

Hello,this is my first post, so bear with me if I did miss any topic related to my issue.A while ago I created c# console application that would create odata clients for every endpoint automatically, using Microsofts odata CLI tool. While this works like a charm for all methods that are labeled “odata” in the epicor api help, the RPC methods lack the parameters and I was wondering if there is any way I could force epicor to give me the parameters in it’s metadata. This is the method definition I get for LaborSvc.StartActivity e.g.:<!-- /{currentCompany}/Erp.BO.LaborSvc/$metadata --> <Action Name="StartActivity"> <Annotation Term="Org.OData.Core.V1.Description" String="Method to call to start an activity in Shop Floor." /> </Action>As you can see, all parameters are omitted. The generated code does not allow me to set any.Is anyone else in experienced in using the odata client cli?

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10 days ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Classic dashboad to kinetic publish and filter

We are in the process of uplifting out classic dashboards to kinetic and some have  multiple BAQs with publish and filter,  and it appears it is not working. Did we loose that functionality, or am I missing something?

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11 days ago
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garybKnown Participant
asked in Kinetic & Epicor ERP

Application Server not holding SSL Cert

I am trying to install an application server for Kinetic 2023 for a test environment.  I had it working locally on the server, but then removed it due to some issues.  Now I’m trying to set it up again.When I assign the SSL cert to the Kinetic server, I can initiate the ping but once I click the Apply or OK button, it does not hold the SSL cert.If I try to add an application server or register an existing one, it gives an error:This IIS web server needs to have SSL setup before administering Kinetic application servers.  Open the server properties dialog and check the SSL Certificate settings.If I go back to the Server Managment, the SSL cert box is empty.Has anyone encountered this issue?

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12 days ago
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RPLEGRANDNew Participant
asked in Americas - Midwest - IL, KS, ND, NE, SD

Custom page?

We are using 2023.2.3 - not live yet.So we have a couple of areas(Part, Customer, Supplier) tables that other areas need access to update sub databases.I.E. -Part - update description, min, max, reorder, buyer, supplier, etc. but really don’t want them to be able to create a new part.So at first tried doing UBAQ and that almost worked until getting to the supplier.Customer - need to be able to add, change ship to location address info without adding a new customer.First idea - use app studio to create a copy of part, customer, supplier, etc. and remove the add / create button from the top. - Unsure if that will even work.Suggestions?

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12 days ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Kinetic 2022.2.12 & RFID

Is anyone using RFID for inventory control integrated with Kinetic-ERP.We are looking to enhance our processes.  

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12 days ago
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it@norbec.comNew Participant
asked in Americas - Southwestern Ontario & Greater Toronto

Inventory management at company-level

Hi Epicor users!Our company will soon be opening a new plant, which will be configured as a new site in Epicor, as it is a six-hour drive away from our original plant and will manufacture its own different products.Our procurement team would be looking to manage some materials’ inventories at the company-level, meaning they would have a minimum for the two sites combined, and not care whether that inventory is entirely in either of the two sites - they would be satisfied with the fact the company, as a whole, has inventory above a certain amount.What would be the best way to manage this? The objectif being that they receive appropriate purchase/transfer order suggestions when the inventory falls below the company-wide minimum.Thanks,

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15 days ago
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Luke RogersKnown Participant
asked in Kinetic & Epicor ERP

Loading a BAQ in expanded view

Hi Guys, We have a BAQ in our pilot system called transport board which our implementation consultant has built. The BAQ is a list of all sales orders waiting to be shipped (and lots more but i won’t go into that) We need it to load in a particular way when opened – grouped by date and then by customer but expanded and not collapsed as the screenshot shows below. Any ideas how to do it?   It should load these all open by date and then by customer – expanded (there could be 40/50 rows or more so you wouldn’t want to click through each one to open up but it needs to be in grouped view)

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16 days ago
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cottied@stevensind.comNew Participant
asked in Americas - Midwest - IL, KS, ND, NE, SD

Capability with Resources - Production Factor use

We are trying to setup a Capability with 2 resources.  1 machine is less efficient - so we want to use the Production Factor.  Main Machine = 1.0 on Production Factor - Secondary Machine takes 1.5 more time- so we put 1.5 in the Production Factor. Our thoughts are that the Production rate on the Operation would increase based on the Production Factor in the Capability.  This is NOT HAPPENING…. Does anyone know if this Production Factor really works????? 

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18 days ago
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ddaltonInspiring
asked in Kinetic & Epicor ERP

Cycle Count Tag Entry using EKW

Hello Everyone, We cycle count using EKW and Honeywell CK65 handhelds.In our bulk warehouse locations, we have several large rolls of material. The typical unit of measure for these rolls is LF (Linear Feet). Bin H1 is one bulk location, it usually contains several different part numbers and several rolls of each different part number, i.e. 5 rolls of XX61 and 7 rolls of XX10 etc.Attached to each roll is a barcode label that contains its part number and quantity.A Cycle Count generates 1 tag for PN XX61 @ bin H1. In Bin H1 there is a total of 525,000 LF of XX61 (3 rolls @ 100,000 LF each, 1 Roll @ 105,000 LF and 1 Roll @ 120,000 LF.).  Using EKW Count Tag Entry for part number XX61we scan the first roll for quantity 100,000 and the next for 120,000.  The count quantity recorded is 120,000, the last quantity scanned.   In other word’s if you scan a roll for 100,000, and the next roll scanned is 120,000 the count tag quantity entered is 120,000.   What we desire is the sum of 100,000 and

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D
19 days ago
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sid2023New Participant
asked in Americas - Texas & Louisiana

Sceduling report With Month Close

Hi all,Is there a way to Schedule a SSRS Report or any Report with month end close, so that each time we close a month , Report run and send to the chosen group  ?  Thanks in advance.

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22 days ago
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tracy.smithInspiring
asked in EMEA - UK

Calculating Transport Loads

Hi.  We have recently upgraded to Kinetic from E10 and are reviewing many processes.  One thing that has been raised is booking transport and calculating the space on a trailer.  Our shipments can fill a lorry and we currently have a manual process in Excel for determining load v space.  Has anyone tackled this within Kinetic itself, and how?  Thank you :)

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A
25 days ago
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mgarittaKnown Participant
asked in Kinetic & Epicor ERP

BOM Categories

Does Epicor acknowledge/support  BOM categories similar to that of SAP? Aside from s standard BOM does Epicor use Costing BOMs or Production BOMs for example? After creating a Standard BOM for a given part you would have the ability to replicate that BOM for costing/production purposes? 

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26 days ago
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jnulph@bellevilleintl.comNew Participant
asked in Americas - Ohio - Columbus & Cincinnati

Changing a Default Field Value

QuoteOpr.EstScrap Defaults to % and we would like to default it to Qty. Is this possible, if so how? Thanks, Justin

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29 days ago
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kari.pattonNew Participant
asked in Americas - Michigan, Indiana

Looking for an Epicor Consultat related to Finance and Operations

We are looking for a consultant for version 10.2.700 that can help with the Finance area of Epicor and also has a good understanding of the system related to operations, etc.  We would like someone who can dig into the data as well and help with reporting.  

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29 days ago
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ddifranceisco@trexonglobal.comNew Participant
asked in Americas - Ohio - Columbus & Cincinnati

Duties payment type is not compatable with destination country, shiptimestamp is invalid

Got a request with this error.    User cant ship ‘Fedex Intl Standard Recipieint”   Went into quickship and checked the “Duties/tax/payor” box, and changed the dropdown box to ‘recipient’ as Epicare suggested but it did not fix the issue.   Any thoughts?   

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1 month ago
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patrondimaNew Participant
asked in Americas - Southeast - NC, SC, GA

Web Services Adapter on Epicor 9 (SOAP or API)

How can I get any information to set up Web Services Adapter on Epicor 9How to enable and how to use it?I need to connect to database for extracting and adding rows into database using REST API or SOAP Thank you

0
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1 month ago
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JoeHNew Participant
asked in Kinetic & Epicor ERP

Recurring Journal Entries 2023.1

New user from 6.1I created a list of recurring je s but am stmped on the next steps to schedule etc. Any wisdom to share?

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1 month ago
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b.cunninghamNew Participant
asked in Kinetic & Epicor ERP

GL Consolidation for Multiple Companies

We have multiple companies in Epicor, domestic and international, and are looking to use Epicor/Kinetic as a GL consolidation tool.  Has anyone successfully consolidated GL within Epicor between companies with different base currencies?  Subsequently, how is foreign currency translation handled on a period (monthly) basis and how are intercompany transactions, if any, eliminated?  Or is GL consolidation being done outside of Epicor using Excel or a bolt-on product?

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1 month ago
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bcompton@kaufmancontainer.comNew Participant
asked in Americas - Ohio Northern

Credit Card Processors

Our organization is researching a different credit card processor. We currently use CRE and Paypal as both our gateway and processor. It appears that most people use Ebiz or EPX. Are there any other solid processors that integrate with Epicor out there? What is the standard for other companies using Epicor? We are on 2021.2.21.

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1 month ago
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lairdlKnown Participant
asked in Kinetic & Epicor ERP

Inventory items for maintenance module

We are looking to start up a Maintenance item stocking program. We do not want to carry the value, so we will set these to STD costing and at $0 and want the items to go to expense at time of receipt. What we are seeing is what we expected.When the PO is received in, the system adds the cost to inventory.  Its then doing an auto adjustment using “ADJ-CST” and moving the costs out to expense… we want it to expense, but instead of going to the actual maintenance parts expense account we created, the system is saying this is a normal inventory adjustment and moving this to our inventory adjustment account instead. We are not sure if this behavior can be modified with a posting rule or if a method/data directive would work.

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1 month ago
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susan.ruhlKnown Participant
asked in Americas - Ohio - Columbus & Cincinnati

Kinetic Customization to Scan in Select Serial Numbers Panel

I am trying to recreate in Kinetic our ability to scan serial number barcodes in the Select Serial Numbers panel that opens from various windows (Quantity Adjustment, Nonconformance Entry, etc).I have added a new tab just for scanning. Our barcode scanners scan the serial number then tab then enter, so the serial number goes into the textbox, then tabs to the button and the enter clicks the button.I have successfully been able to add an event that allows me to create new serial numbers (for example when I want to adjust new serial numbers into inventory). The event is triggered by the button click, which sets the focus back to the textbox for the next scan, and then uses the “NewQtyToAdd” event that creates that serial number and increases the selected qty. Everything works perfectly.I cannot figure out how to get an event working that allows me to select existing serial numbers (for example when I want to adjust existing serial numbers out of inventory). I trigger on a different butto

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1 month ago
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