This is a question to the entire Kinetic community. We’re working with a Manufacturing Consulting company, and they told us that there should be a stock Epicor PPV report as well as a dashboard.
We have nothing stock Epicor anywhere in our menu, nor system dashboards/BAQs, status dashboards, or in the SSRS Report Libraries or Report Data Definitions.
So, we reached out to our CAM, and he sent us a screenshot of where two dashboards are located, and I sent him back a screenshot of both of those menu locations not having what he was showing, and of Menu Maintenance for those locations showing nothing existing.
So, I’m asking everyone else if they have stock PPV reporting tools other than ones they created themselves, as this feels like we are missing the applications outright from our install!
Our CAM sent us a .dbd file, but of course it’s a mismatch to the current version we’re on (2024.2.16). Something just seems amiss.
Assuming PPV is Purchase Price Value, did you look at the Stock Status report? You might want to add a copy of the screenshot CAM sent so others can maybe identify what you are looking for.
It only took three weeks and continued harassment… but, yeah. And then, of course, what he finally sent me was worthless, and now we have a call scheduled with one of the higher ups at Epicor on Friday.
In 28 years of Vantage/Epicor/Kinetic, I had never seen a stock dashboard or report for PPV, either. The manufacturing consultant we have was adamant that they have a report out of the box, which sent me down this rabbit hole. We had a consultant create a dashboard prior to me being hired, and I’ve been working with our Materials Manager to develop one that’s a bit more friendly for her use.
But, the IMEC consultant we’re working with wants one that is out of the box. So, the wheel keeps on turning.
We did not have those either, but did find a reference to it in Help, it appears under the “Using Home Page Layouts”, looks like it is a Data Discovery View. Further down in that page it references the BAQs that feed those. We track ours by G/L code and review the Edit Reports as we enter payables, since we are actively catching/reconciling as we go, most of ours are just penny write-offs.
