We’re wanting to use The Fulfillment Workbench for allocating parts to production jobs, not sales order shipments. Question: For a job without adequate part allocation, how and where in the production job process is the job to be stopped from being built? Job release to production, printing, mass-issue, picking?If there is not a hard stop now, any recommendation on where to install one.
Hi, We are in the the process of setting up Advanced Billing, I have to whole process working as it should apart from the VAT not posting out of the deferred account when the shipment is invoiced this is after all cash has been received. All the Cash receipts work as they should it is just the VAT that remains in the Deferred account, I am unsure if this should journal out or automatically post when the shipment is invoiced. The Deferred Account is linked the the GL VAT Account, the same way the Deferred Account is linked to the AR Accounts. If anyone could offer some direction it would be appreciated. Steven Martin
I am trying to calculate the Credit Totals for customers (Can be found in Customer Tracker).I have tried GlbCustCred but the numbers are inaccurate. When I try to run Recalculate Customer Credit, it says process submitted but none of the values in GlbCustCred change. I was able to get the Invoice Credit with this queryselect SUM(ih.InvoiceBal)from erp.Customer c join erp.InvcHead ih on c.Company=ih.Company and c.CustNum = ih.CustNum where ih.OpenInvoice = 1 and ih.Posted = 1 Order Credit is more difficult because when I try a similar query to get the total charge of the open orders for a company it is incorrect because according to the customer tracker the order credit is 0 because there are no open orders with that company. Has anyone been able to find a way to pull the Order Credit value in a query?
We are having multiple instances where a job is completed and closed in Job Closing, but is still showing up as demand in time phase. We have looked and WIP is checked cleared, all material was issued, everything myself and the team can think of is done. The only consistency between the jobs is that they are all attached to a project, though different projects, which have been closed. The work-around is sending in the required rows to Epicor tech team and getting a data fix, but why is this happening? Is anyone else seeing this?
I am looking to see if it is possible, or if someone has already figured out a way, to customize the Lot number on the Job Receipts to Inventory, that defaults with the job number, with additional information. For example we want that job number but we also want the “REVB” added to the job number so we have job 12345REVB as the final lot number for the parts going into inventory.I feel a BPM is in my future but not quite sure where to start with this if it is even possible.Thanks for any direction or insights.Melissa H
Indirect costs - Want to be able to see it and add it to product cost…..calculation for expected loss
Want to be able to see it and add it to product cost…..calculation for expected loss.We know we can add a burden rate but don't like that idea. We want to track “Unavoidable” Indirect Labor. SAP calls it PF&D (Personal Needs, Fatigue, and Unavoidable Delays). Want to track Unavoidable Indirect Labor and include in standard cost.Has anyone created a MOD and/or Process for this business requirement?
We are using Epicor 10.2.500.13We recently found that two of our Resource Groups had incorrect burden rates, and also were assigned to the wrong department. We’ve changed the Resource Groups so they are assigned to the correct department, and the burden rates were updated.I know this will take effect on future new jobs. However, we need current unreleased jobs to be updated with the new burden rates. Modifying each job would not be possible due to the number of jobs (432). Does Epicor have a utility to updated all these unreleased jobs with the new burden rates, or is there a way to perform a mass update?I’m thinking using DMT would be an option.
Hello,Kinetic 2021.2.11. We have integrated our tool vending machine into Epicor via REST API. A BPM gets all the transactions from the vending machine and issues the tools to the respective jobs. I recently noticed that all the STK-MTL transactions created in this way have no amount (in Part transaction History) or Extended cost (under Material transactions in Job tracker) so our job costing is off.If I manually issue the same material to the same job from and to the same warehouse/bin, it shows the correct amount and cost.Does it have to do anything with the BPM custom code or something else? I appreciate your inputs on this matter.
We have an instance of some records in LaborDtl that have a JCDept assigned, even though the transaction is for Indirect labor. How would it assign a JCDept code even though the entry was for an Indirect Expense code? Not only that, but it’s assigning our General department (30) rather than the department the employee belongs to (23).I’ve looked at the indirect expense codes and I cannot find anything that looks out of sorts.For example, one employee has 3 entries for funeral leave for 3 consecutive days. 2 of the entries do not have a JCDept in LaborDtl, while the 3rd one does. It isn’t affecting anything seriously, just some reports that are comparing both the JCDept in LaborDtl and the JCDept assigned to the employee.We are on Epicor 10.2.500.13.
We are using Epicor 10.2.500.13We recently found that 2 of our Resource Groups had incorrect Burden Rates, and also were assigned to the wrong department. We’ve changed so they are assigned to the correct department, and the burden rates were updated.I know this will take effect on future new jobs. However, we need current unreleased jobs to be updated with the new burden rates. Modifying each job would not be possible due to the number of jobs (432). Does Epicor have a utility to updated all these unreleased jobs with the new burden rates, or is there a way to perform a mass update?I’m thinking using DMT may be the only way.
10.2.700.21Has anyone experienced the below issue before? We have been getting the attached error concerning a socket timeout without warning, after going several days with MRP running successfully. Run time is approx. 4 hrs. normally for a regenerative run, however when the error occurs run time at least doubles to 8 hrs. or longer, and MRP continues to run in the background while The process reports the error in System Monitor, then will change to “Complete” in System Monitor when it finishes. Any help or insight on this would be greatly appreciated!
We have a one-off situation and need some input on the best way to create a transaction in Epicor. We purchased a piece of equipment from one of our customers. In lieu of payment, they requested a credit on their account to be used towards future invoices. We initially processed a Misc Credit Memo and changed the GL code with the intention of preventing it from hitting sales reports. However, the credit memo appears on all of the Epicor sales reporting options (i.e. Sales Analysis.) We will issue a debit memo to offset this transaction. How do we get the credit balance on to the customer’s account without impacting sales? We do not use the deposit payment function, but from what we are reading, we would need to tie the deposit to an order (which we do not have yet.) We have also considered creating a Cash Receipt and posting an Unapplied Receipt on the customer’s account to be applied as needed. (We would adjust financials accordingly since zero cash was received.)Is there a
We have a situation where any PO that gets paid via Credit Card is manually coded by our accountants based on our monthly statement and then entered via a manual JE. Problem is, our receiving team has processed receipts for many of these items.Since the payments are made with a manual JE, no AP Invoice will ever be tied to the Receipt. → Our Received Not Invoiced Report has a bunch of items stuck in limbo. And our AP Clearing GL Controls aren’t working as intended.Has anyone found a solution for this situation outside of simply not receiving the items in?I was thinking a BPM that references the PO payment type “Credit Card” that would then flag the “invoiced” field.Thanks,Anthony
Can someone explain the process to migrate Jobs from your old system to your new system using the DMT? We have queries for Job Head - Part - Prod - Assmbl - Oper - Mtl which i have extracted from E9 and i am loading them into Kinetic but i feel i am missing something. What should you ensure about the jobs in the old system before transferring. Its been many years since i have done this and i am sure i am missing something. I guess i am after a Best Practice method of some sorts. Thanks.
Is there a trick to getting all rows to export to Excel (specifically Part Tracker but probably all trackers) in the new Kinetic view. When opening Part Tracker Export to Excel only exports the first 100 or so rows. You have to scroll down until all the rows have been populated on the screen before this works. It isn't a big deal but it does takes more time than is necessary.
Hello,I’m looking for a little help with some financial configuration in our current E9 environment. I need to differentiate revenue streams into 5 or 6 categories as we currently just have everything funneled into the one natural GL account. I was planning on creating additional departments along with sales categories to accomplish this, but I don’t have the knowledge to pull it off.We are in the middle of an upgrade to 10, but for whatever reason, our current consulting group doesn’t seem to want to touch our live environment. As close as we may be to moving to 10, my management team wants this implemented asap in 9, so I’m in a bit of a bind.I don’t want to fully engage with another large consulting group and go through that process, so I was hoping for an hour or two(+) session on the side to knock this out.If anyone has any ideas, recommendations, or is interested, I’m all ears.Thanks!
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