On Friday, it’s EpiUsers Frideas Day! Have you been to the Epicor Ideas Portal recently? If so, are there some ideas you want to encourage other users to vote for? Maybe want to add comments to an existing idea?
Happy St. Patrick’s weekend everyone!
Here is one that caused a great deal of custom coding and still never quite got there - the dreaded “row modified error”. This week I had a couple of calls where people were upset that changing the Ship To on a quote/order changes a bunch of other stuff that shouldn’t in their business scenario. Proposing some type of flag or popup to let companies decide what they want to auto-populate.
Prompt for field change on change of Ship To | Epicor Ideas Portal
And as a PSA - latest version of Kinetic will reset your ship by to match the need by on change of ship to unless your ship to has the delivery days filled out.
TIA for your support!
Explain How to Link an EDI Demand Record to a Quote
There are no references in the EDI Technical Reference Guide, nor in the application help, for using the Quote & Quote Line fields in Demand Entry > Demand Detail. In my limited experimentation, as long as the CustID on a Quote matches the CustID on the Demand record, this functionality allows you to reference Quotes so that when Demand creates the Sales Order, the link is there and the quote is flipped. Without this functionality, I have not found a way to associate a quote to an order created from EDI Demand.
This is powerful functionality for companies that need it. We quote a lot of our larger jobs, so being able to maintain the link between Quote and Order is a big deal for us.
I am going to say this just needs to be a setting option. There is justification to have it on any part of the system that has a loading page, not just parts.
Agreed, I prefer having it an option for the customer/user to decide.
I know it isn’t Friday anymore but this is a hot one from a meeting we just had with Epicor
Default User Home Page (MES, vs Active Home Page vs…, others)
Seems the only way is to delete ALL personalization to a form in AppStudio. That means deleting working personalization for all users just to clear the corrupted one. That is not acceptable once Classic goes away. Standalong Kinetic Personalization Maintenance/Purge
You could definitely expand Kinetic Grid Layout Purge Dashboard to also delete selected app personalizations as well
Agreed, and I know Hannah also has a purge process she designed too, but why should customers have to use a customization where it was stock process in Classic UI at this point?
There was supposed to be parity between Classic and Kinetic before the sunset of Classic. This is yet another gap.
I’m not saying customers should have to do this, but what other option do we have? I’m not waiting until our next annual update to hope that they’ve added it. May as well take the couple hours to make something up and forget about it
Agreed. My complaint is less for me, or us, but for other customers who don’t visit EpiUsers or wish to customize.
Weeeellll, maybe a few people have. 
You can solve the problem for yourself AND still vote for the idea that Epicor should address this gap properly.
You would think with 155 votes and almost 4 years later it would be on their radar, but it’s still “Gauging Interest”
