EDI using Demand Management in Kinetic
Has anyone been able to figure out how we can put EDI orders through Demand without it keeping history or triggering scheduling? Since we do not use contracts for hand-entered sales orders, we do not want EDI orders to use contracts either. Has anyone been able to see if there is some way to skip that part and just have the EDI order be a regular sales order?
Stop Ship - How To Easily Put A Hold On A Part To Prevent Shipment
Hello, We have a stop-ship directive process that occasionally necessitates a stop-ship situation. Often times it may be a design change is needed to solve a customer problem and we want to prevent shipments (ideally with just a few clicks of the button) of the part until a new revision is created and released. To clarify, this does not mean we want to stop taking sales orders for the product, just simply prevent it from being processed on sales orders going out the door until the stop ship is lifted. Does anyone know of a functionality to accommodate this?
Show/hide UOM on Sales Order
I’m trying to hide UOM’s from salespeople. To be clear I only track our inventory and sales UOM. I don’t want to track any other UOM’s. Here are some examples:We purchase a part in Meters and sell it in Yards. I don’t want sales to see the Meters UOM and choose it either purposefully or by accident. I have a Count UOM Class. Some parts in that class are sold by Dozen, others by Case and others by Gross. I don’t salespeople to select Gross on parts that are sold by the case.There is the option to show/hide the UOM on the web but not on the sales screen.
Quote is missing from DMT
Any ideas on what I should check for to make the Quote menu show up under Sales in DMT? I’m a security manager and that’s the only menu item missing. I tried the manager account, creating a fresh account, a fresh security manager account, various menu permissions, and a whole lot more. I can access it on our Test environment, albeit that’s a couple months outdated, but when I go to run a DMT on Live, Quote is missing. I compared Live to Test and all of the spots I checked are identical. I’m stumped.
We are looking to make a change in our purchasing process. We want the system to check to make sure there is set Standard Cost for an inventory part, before the system will allow the PO to be Approved.Not sure what all would have to be done, but wondering if anyone has done something like this and would share what they have done. Any guidance or suggestion would be appreciated.
How to define a shift for specific days?
I’ve read alot of the articles here as well as parts of the Epicor Scheduling Tecnical reference Guide. I kind of feel like there is not a good answer to my question but heres my story.We created a dashboard that is modelled on the Shop Tracker but it is a historical record of Who’s Here, Who’s Not Here, and added Who’s Late, Who Left Early, Who’s out >35 minutes, Who Worked Overtime. We are required to track and report the number of lates, left earlies and ovetime.We have a variety of shifts. Most are 4 days x 10 Hours but some are 3 day x 12 hours, 5 days x 8 hours and even one that is 2 days x 10 hours.One of the things that supervisors are complaining about with using the dashboard is that when an employee on a 4x10 shift is asked to work overtime on the 5th work day, they can come in at any time. Say the shift starts at 6:00 AM but because this employee is coming in on his day off he can come in at 8:00 AM. Because shifts do not have specific days these employees always show up
System.Xml.XmlException: Root element is missing
We were testing Kinetic 2022.2. We were receiving the error “System.Xml.XmlException: Root element is missing” when running SSRS Edit lists. The error mysteriously went away. We have No Idea on root cause. This is very disconcerting. Anyone have any ideas?
Creating Custom REST screens for Honeywell EDA71
We just went live on Kinetic 2022.2.8 in April and started implementing our Mobile Warehouse with a couple of Honeywell EDA71s. We originally intended to use Mobile Warehouse/Handhelds with issuing material to multiple jobs to help reducing time for our staging team. We haven’t been able to get that result from utilizing the Material Queues/Fullfillment workbench through mobile warehouse. So we have now began looking into using custom forms that utilize REST Api. The linked CodaBears Inc. Youtube video gave a lot of good insight and starting points for getting this implemented, though I was curious to see if others have had any success in implementing these custom screens on a mobile/handheld platform.
Change PO line unit cost using the POAdpater
Hi All (E10.2.600)I have a UI customization on Customer Shipment Entry that will create a purchase order based on certain conditions.Everything was working but I was not anticipating that some of the part numbers involved would have a supplier price list and for these specific POs, that the customization is creating, the unit cost needs to be zero.I did as UI trace and a BO trace to find how how to set the price to zero but it is not working.The code snippet I have is:poAdapter.POData.PODetail[lineCount].RowMod = “U”;poAdapter.POData.PODetail[lineCount].DocScrUnitCost = 0;poAdapter.ChangeUnitPriceConfirmOverride(out sConfirmMsg);poAdapter.ChangeUnitPrice();poAdapter.Update();I’ve tried running this after creating a new PO line but before saving the PO line and I’ve tried moving it ti after the PO line is saved.In both cases, the price does not change.I am also updating the PO line Override Price List checkbox, which is getting updated.Any ideas on what I am missing to change the PO lin
Moving from Fiscal year end to Calendar year end
Hello, Does anyone have any experience in shifting from a fiscal year end to a calendar year end? Right now our Fiscal year is from May 1-April 30, and we started the new fiscal year in May. So we need to do a year end close for May and then open a new calendar year for June-December. Not sure how we do it seeing as we just closed 2023, and will be closing for 2024,and the going back and being open for June-December of 2023?Any help would be appreciated!!!
Does Epicor have any functionality to work with Third-Part Contractors
We engage two Third-Party Contractors to manufacture and ship product for us. They act as a direct branch of our company. Currently we are selecting/reserving parts for orders in FFWB and generating the Material Queue Reports for these companies and they are sending them back to use once the order has shipped. Does Epicor have any functionality for a situation like this? Even and add-on?
Fixed Scrap Qty on Operation - Need Additional Material on Prior OPs
Our method is 3 steps. Step 1 (RD or ASM 2) is Raw Materials that go into a batch and our Qty/Prt is 1 because we are making 1 lb of Wet Material. On this step, we are looking to add fixed QTY (LBS) for scrap onto the 4th Operation on the Method. I have figured out how to do a % scrap and pull Qty or LBS from the first OP through to the scrap point but the fixed QTY does not work. For the % scrap, I added 10% more of the raw materials and 1.1 for our Qty/Prt. Does not work for Fixed Qty and out job qty is always different so we cannot turn the Qty into a %.We want to require 150 Fixed QTY (LBS) to be scraped on the 4th OP and have that take 150 lbs off the total we can produce. Instead it is just adding the 150 lbs to the op which cannot happen because it is not pulling 150 lbs of extra material into the job. Any ideas?
Gallon To Kilogram Conversion
Hello,We are trying to convert Gallons to Kilograms. That is easy enough for water. But we aren’t using selling or buying water. We know we need to get Density into the calculation. However, we are not having any luck figuring that into the conversion factor. Is anyone else doing this type of conversion? Or does anyone have possible suggestions on how to get Density figured into the conversion?Any help or direction would be appreciated.Thank you,Dale
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”).
Add Existing BAQ as a Subquery
This may not be possible but I have to ask… Is there a way to take an existing BAQ and add it to a new BAQ as a subquery? I tried importing to a blank subquery but that did nothing. The imported query does not even show in the subqueries table list. It would save me hours to not have to recreate it from scratch.Thanks,-Todd C.
I am a fairly recent user to Epicor and am looking for a solution to a reporting problem. We have two accounts that are showing up in the Expense area of our I/S and I want to move them up to the COS area. I have had no training on the reporting in Epicor at all, and wasn’t able to figure it out myself. The report itself seems to want to group Segment Codes together and these two accounts have different Segment Codes than the COS. Does anyone have any links to how to customize reports in Epicor. I’m guessing these were done by previous staff many years ago. Thanks for any responses.
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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