Epicor 9.05.700C - Shop Vision

Hi Bill,

 

At Metalworks we don't use the out of the box plant performance dashboards as they are not that useful in our case. I did ask Epicor to teach me to build my own data cubes and I now have data cubes for sales analysis by fiscal year and for our custom sales spiff data.

 

There is information in the ICE tools guide for these, but I did not think they were real intuitive to build. the Epicor remote training got me there in less than 4 hours though. I build a sales data for each fiscal year because the data doesn't change and there is alot of it. So instead of using sales analysis BAQ reports which hit our system hard with a year's worth of data, this allows the user to slice the data by industry, customer group, sales category, attribute, etc., etc.

 

I could setup the schedule to run monthly and build the current fiscal year up month by month too.

 

Brad Boes

Metalworks

 

 


 

Under Executive Analysis, there is a menu called ShopVision.

Looks like it may show some nice information.

Does anyone know how to set this up?

Apparently, some things need to be defined somewhere for these to work.

 

Regards


Bill Turgeon
Director, Information Technology
Coto Technology, Inc.
66 Whitecap Drive
North Kingstown, RI 02852
Phone: (401) 583-7223
Cell: (401) 368-9938
Fax: (401) 942-0920
Email: Bill.Turgeon@...
Web: www.cotorelay.com

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This e-mail and any attachments are for the sole use of the intended recipients and may be privileged or confidential. Any distribution, printing or other use by anyone else is prohibited. If you are not an intended recipient, please contact the sender immediately, and permanently delete this e-mail and attachments.


Come visit Coto Technology at Electronica, Hall B1 Booth 519, in Munich November 11-14, 2014

Bill, these special dashboards need to have processes that run that create the temp tables to display the data.  You need to schedule them to run.

 

Under Exec Analysis, BAM, GenOps go to "Schedule Process Set".  Use the drop down and select the appropriate Process Set for your ShopVision dashboard and let it run.

 

Note:  These are buggy.

 

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, November 12, 2014 11:32 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Epicor 9.05.700C - Shop Vision

 

 

Under Executive Analysis, there is a menu called ShopVision.

Looks like it may show some nice information.

Does anyone know how to set this up?

Apparently, some things need to be defined somewhere for these to work.

 

Regards

 

Bill Turgeon

Director, Information Technology
Coto Technology, Inc.
66 Whitecap Drive
North Kingstown, RI 02852
Phone: (401) 583-7223
Cell: (401) 368-9938
Fax: (401) 942-0920
Email: Bill.Turgeon@...
Web: www.cotorelay.com

Please consider the environment before printing this email.
This e-mail and any attachments are for the sole use of the intended recipients and may be privileged or confidential. Any distribution, printing or other use by anyone else is prohibited. If you are not an intended recipient, please contact the sender immediately, and permanently delete this e-mail and attachments.


Come visit Coto Technology at Electronica, Hall B1 Booth 519, in Munich November 11-14, 2014

Thanks very much.

 

Does anyone else use these?

How often should they run?

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, November 12, 2014 12:20 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Epicor 9.05.700C - Shop Vision

 

 

Bill, these special dashboards need to have processes that run that create the temp tables to display the data.  You need to schedule them to run.

 

Under Exec Analysis, BAM, GenOps go to "Schedule Process Set".  Use the drop down and select the appropriate Process Set for your ShopVision dashboard and let it run.

 

Note:  These are buggy.

 

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, November 12, 2014 11:32 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Epicor 9.05.700C - Shop Vision

 

 

Under Executive Analysis, there is a menu called ShopVision.

Looks like it may show some nice information.

Does anyone know how to set this up?

Apparently, some things need to be defined somewhere fo r these to work.

 

Regards

 

Bill Turgeon

Director, Information Technology
Coto Technology, Inc.
66 Whitecap Drive
North Kingstown, RI 02852
Phone: (401) 583-7223
Cell: (401) 368-9938
Fax: (401) 942-0920
Email: Bill.Turgeon@...
Web: www.cotorelay.com

Please consider the environment before printing this email.
This e-mail and any attachments are for the sole use of the intended recipients and may be privileged or confidential. Any distribution, printing or other use by anyone else is prohibited. If you are not an intended recipient, please contact the sender immediately, and permanently delete this e-mail and attachments.


Come visit Coto Technology at Electronica, Hall B1 Booth 519, in Munich November 11-14, 2014


Bill Turgeon
Director, Information Technology
Coto Technology, Inc.
66 Whitecap Drive
North Kingstown, RI 02852
Phone: (401) 583-7223
Cell: (401) 368-9938
Fax: (401) 942-0920
Email: Bill.Turgeon@...
Web: www.cotorelay.com

Please consider the environment before printing this email.
This e-mail and any attachments are for the sole use of the intended recipients and may be privileged or confidential. Any distribution, printing or other use by anyone else is prohibited. If you are not an intended recipient, please contact the sender immediately, and permanently delete this e-mail and attachments.

I have the plant performance process scheduled to run on the weekend and the other 4 to run nightly. The plant performance process takes longer (at least for us); I wasn't able to run it overnight without it overflowing into working hours. I'm not sure why I have them running; management here doesn't do much analysis. I guess data will be there if anyone ever looks! I can't vouch for the accuracy of the dashboards; I never dug into them as no one seemed interested.

Sue