Special Interest Groups
Our range of special interest groups help support companies in each of the associated industries or market verticals. These group focus on the industry/topic and aren't necessarily product related.
How to design a 3D configurator for direct customer use
If your configurator is confusing to use, you will lose leads, frustrate users, and lower your hit rates. A well-designed and usable configurator will do the exact opposite: engage your users, increase your leads, and hit rates will go through the roof. Check out this article with best practices from our Epicor CPQ Learning Center.
Subcontract Alternate Part Questions
We have two assemblies - one assembled in-house as a regular manufactured part to be used in the final assembled system. The other is the same part, assembled from the same sub-components, but obtained from a sub-contract supplier. The subcontracted part is an alternate for the primary assembly part in cases where outside labor is needed. These are currently set up as a manufactured part and a purchased part, respectively. We see that PO suggestions does not suggest purchasing the subcontract version when stock is low for the primary or the alternate.We are trying to re-think the nature of the two parts. My hunch is that we should make the alternate assembly a straight purchased part and not as a subcontract operation on a job. I do not believe they are sending the subcomponents out to the supplier to assemble but rather having them secure the components themselves and “sell” the finished alternative part. This would allow PO Suggestions to deal with it.Any thoughts on handling
PO Approvals - Pt 2
This is a follow-on to another thread from about a year ago with replies in the last few days that I now can’t reply to. Perhaps too old? Also, I can;t select the Kinetic/Epicor ERP group. I think my EUG account is messed up. We just recently renewed the membership.I have exactly the same situation where a new Dir. of Procurement has come onboard and can’t approve POs. A message pops up that the approved limit has been exceeded and will need to be approved by Jon X but it is Jon X trying to do the approval. We have followed all the suggestions in the previous thread and still can’t approve the PO. Jon has his Buyer limit set to 0.00, he is the approver for the Buyer who made the PO and he is no longer an authorized buyer for the person who made the PO. Not sure what to try next.Also, in field help for the Approval Person field on the Buyer form it says:The user id of the default person who approves purchases for this buyer when their purchasing limit is exceeded. This can refe
Epicor Product Advisory Board
My name is Mark Kaminski, I am a Principal Product Manager at Epicor and I am looking for customers that would like to be apart of a Product Advisory Board I am putting together.I am looking for our Medical Device or Regulated customers. I am looking to get feedback from our customers that have challenges with missing features around the Med Device or regulated workflow. I understand there are gaps in the offering and I want to close those gaps. I would like to hear from our customers about our gaps and the needs our customers have. We believe we understand our challenges but want confirmation from the customers instead of building what we think we should. I would also like to understand what workarounds you have in place to bridge the gaps that could be eliminated with enhanced features.If this sounds like something you would like to be a part of, please email me and we can get started. If you have any questions, please feel free to reach out to me. Thanks for your time and have a gre
Reinvigorating this SIG for Medical Devices and Pharmaceuticals
With eDHR on the horizon, Integration with Mattec and a host of other topics specific to Medical Devices and Pharmaceutical, I would like to see if we could possibly reinvigorate this SIG.Especially with the advancement of Zoom & Teams, it should make participating in a vertical SIG much easier than in the past.I’m more than happy to do the heavy lifting to get this off the ground.Is there Interest? How do we find/notify other Epicor MD&P companies What’s your top 2 topics when it comes to Epicor MD&P?Many Thanks,Steve van NimanTyber Medical
Part Where Used
We are going live very soon with EPICOR version 10.2.700.We are interested in finding out if anyone has the same challenge we have in adding the ‘Part Where Used” highest level parent part. Currently, EPICOR’s “Part Where Used” lookup function only goes 1 level up and we need to go to the highest level and return the partID.We have a job Traveller that we print for our production team members to produce manufactured parts and this highest level, parent PartID needs to be shown. To give a simple example of our multi level bill of material:Level 1: 722512 - Dresser (Finished Good product that we sell to our customers)Level 2: SA05245 - Case Assembly Level 3: M00525 - Top Level 3: M00526 - Gables Level 3: M00527 - Bottom When we create a job and print the Traveller for M00527, it needs to return in a field on the SSRS report the highest level parent. In this example above 722512Very often the manufactured parts we engineer and produce are common parts used on many Finished Good Product
Transfer Order Workbench Suggestion repetition
Hello All, We are trying to use our TOW daily, however we are finding that the workbench will continue to generate transfer order suggestions for items we already have a transfer order in for. As an example, Plant A is a Distribution Plant, Plant P is MFG plant. PLANT A sells Unit X. Transfer work bench suggests a transfer request from Plant P Plant P is waiting on parts so Unit X is not made, the transfer remains open. The next day Transfer order workbench wants PLANT A to request it again. Mins are set to 0 at each plant. Does anyone know how to get EP10 to take into consideration the transfer order requests before suggesting a duplicate??
Custom SSRS report help
I am creating a custom SSRS sheet, in Microsoft Report Buidler, to use for the Customer Shipment Entry form. In this SSRS sheet I want to have a field that pulls the Tracking Number that a user manually enters from the Customer Shipment Entry form, and have it display on the printable slip. I am having problems figureing out how to get the box field in the report builder, to find and pull the data enterted into Tracking Number. I’m not to familiar with SQL which is where I figured I am having my problems, any help is appricated and thank you for taking time to read this.
Job move in move out report
IS there a report that will list manufacturing jobs that should be moved in or out. I can find a report that tells me 80 jobs should be moved out, but it wont give me the job numbers to move. We have 100s of jobs open at any time. I don’t want to go through them all 1 by 1
Bank Statement Processing- Open Problem PRB0236360
We are on the cloud.Ever since the last major upgrade to Kinetic was rolled out, credit card refunds are no longer appearing in the bank statement processing process. I created a case on 7/1/2021 and was told that it was but was told that it was connected to an Open Problem PRB0236360, In looking at the problem in Epicare, it says that the problem has been resolved but it has not been resolved in our system. Anyone else dealing with this?
Epicor IDP (Identity Provider Integration) - Integration with Epicor services
Hi All, I would like to pose a question/conversation to the Epicor user community.We have recently implemented Epicor Cloud and utilize Epicor IDP which provides multifactor authentication for some Epicor services. My question for the community is how have other companies securely integrated Epicor services that do not utilize IDP into their IT environment.
What Reporting Program are you all using and feedback please
I would really appreciate any feedback from groups on the report programs you are using! I'm currently running 1 company consolidated P&L report with 10 divisions (cost centers) and at least 10 activity program reports (using reference codes) on a monthly basis as well as balance sheet, net assets. I uses AFR (Advanced Financial Reporting) now for over a year and find it extremely time consuming at times. Difficult to set up cross references to columns and/or rows when using formulas and filtering. I often have to clean up the formatting as the software doesn't remove blank rows or add underscores even though I have made all the selections for these. When i call these issues in to Epicor, they consider it customization instead of a bug.I have also used XL Connect and find it that it can bog down my system and causes some Excel system crashes due to the processing. We were using this software for some time and switched to FRx and then had to move to AFR.------------------------
Sending Emails from Epicor to customers and suppliers
Hi everyone, this is Sandy Hisey. I lead the IT group at Designtex. We went live with Epicor 10.1.600.4 on 2/25/19 and have been working to stabilize since. We are struggling with 1 issue in particular that I thought others might have some experience with. We use email to communicate our Order Acknowledgements; Shipment Notifications; Purchase orders to suppliers; etc…from Epicor to our partners (customers/suppliers, etc). And we are finding that the emails are not being sent consistently. Currently we utilize the breaking/routing capability on all of our forms that we send from the system. We utilize both BPM's and service connect to send the emailed documents from the system depending on the form. We are currently seeing inconsistency between what is being sent from the system versus what isn't. Would anyone have any suggestions around the best way to architect / design the automation of emails leaving the system? In addition is anyone aware of any monitoring tools that we co
Initial Top 5 Points Identified: Please Elaborate
Thanks Panel for your inputs. We have the survey results back and the top 5 points are shown below. PLEASE ELABORATE by adding any words of explanation under any and all points, which may help to inform Epicor of the reasoning behind our choices. For example, the fourth one, access to a software area champion, is more fully described. However, the first one; why would it benefit the user community for Epicor Development to take more time between releasing major versions? And on the last point, known issues list, they do provide what claims to be a Known Issues tab in the PDF release notes. Is this list inadequate and why?Thanks in advance!...Monty.Allow customer base to keep pace with change - Longer support windows for major versions, More time between major versions.Provide a one-off fix in some cases - Perhaps a micro-patch, prior patch level, or managed workarounds rather than insisting that a customer upgrade immediately before getting to a fix. Sometimes getting a fix is ur
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