Hello,
Sorry if this is already out there but I didn’t see it.
We are working on converting everything we can from Classic client to the Kinetic browser.
I have done Dashboards and BAQ Reports so far.
I know customizations are next.
Can anyone tell me if there are any other things in Classic that I need to convert before May?
I would love to avoid surprises if possible.
Any help is truly appreciated!!!
There’s a lot of posts on here about different things that aren’t migrated to Kinetic. I don’t know if there’s one big list somewhere.
I was afraid you would say that.
Maybe people will post on here the different things to have them in one place as a reference?
Like I said, I know of:
If you know of any others, please add it here.
Those are the ones you’re responsible to convert and sounds like you already have the first two on the list done.
So if I complete the customizations before May, I should be in good shape?
If so, then I am happy to hear that!
If anyone can think of anything else that needs to be converted, please let me know.
Should be but do a full test, quote-to-cash, month/year end, etc testing in your Pilot to make sure nothing sneaks up on you.
Beat the hell out of your Pilot system…from the critical processes like Q2C, ME, YE to the most mundane of them…BAQs, dashboards, even base stuff that you didn’t even modify.
Also make sure you test MES and have the users test the processes not just you.
*IN THE BROWSER
This. All of our issues following our most recent upgrade were because people failed to test full quote-to-cash. We took their word they tested. They didn’t and it showed.
We got burned by that once. Some tried to blame it on IT so the old CFO changed the testing so it’s now done as a meeting. We have a day long in-person meeting with all the department heads and do a Q2C in Pilot. We get lunch on the company at least too.
We are going to change our strategy for testing next time around. The testing team members claimed they tested certain things but when we tested in pilot after go-live the issue was the same. It was never tested and reported and therefore not fixed. Big old swing and miss.
I’d show up for the free lunch…
You can use activity tracking to check what testing, if any has been done. Pull the records for the menu type activity and you will see what applications have even been accessed since testing was meant to have started. Its not precise but it at least tells you if they have even gone into, for example, sales order entry, shipment entry, etc at all.
We didn’t fully test the ICPO part of this process. A bug in Epicor bit us.
as others have mentioned, Dashboards, and customizations in regular kinetic as well as Data Collection (AKA MES). But dont forget your Product Configurators. Also as someone said, make sure that you have everyone (not just you… EVERYONE) log into the system using a BROWSER, and make sure that every screen runs in the browser with the expected customizations, UD FIelds, etc. Here is the complete list so far:
Custom Dashboards
Customizations to Kinetic Screens
Customizatinos to Data Collection Screens
Product Configurator
Enhanced Quality (formerly Configurator managed) screens
Wait…BAQ Reports?
There is a BAQ Report Designer in Kinetic. What kind of conversion needs to be done with them?
I couldn’t add them to the Menu as a Kinetic option until I opened them in BAQ Report Designer and then did ‘Actions’->‘Preview Application’.
At that point it created the Kinetic version I could put in Menu.
Ok. I must have done that a long time ago and forgotten about it.
If you are going browser and you are cloud then do it yourself a favour and invest some time on test automation. This will put you in good stared for coping with the upgrade cadence. Has the potential for saving money rather than paying for flexing. Of course the process is only as good as your tests, but you have the same problem with manual testing.
Moot point there @hally…on prem is going away…
Also Edge-Agent where direct print (no preview first) from browser is required?