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?
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Promoting two of mine that are shipping related:
- Add broker fields for international shipments - KIN-I-5623
- Add accessorial fee fields to Kinetic - KIN-I-5624
Ideas from other EpiUsers:
Job Entry Enhancements:
https://epicor.ideas.aha.io/ideas/KIN-I-4431
Tooling:
https://epicor.ideas.aha.io/ideas/KIN-I-5614
https://epicor.ideas.aha.io/ideas/KIN-I-5601
Quotes:
Extend the Alternate Product Functionality to Quotes
Tooling:
Add Intellisense or similar to SQL to BAQ Generator
Add a Warning Before Deleting All BPMs During Import
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Trying to get this whole thing turned into a module or something similar. We need so much more control, templating, auditing, notification of failures, etc.
Comprehensive request to re-engineer all of the Email Actions
Included Freight Pricing - still cannot understand why this isn’t supported
Allow for the option to include freight in the sales price
And ECM things that should be…
Allow documents with Stamps or Annotations to retain them when viewed
Recycle Bin - allow us to redirect the restore
Sort the Fields grid in Datalinks and Integrations
APR Add Docstar Attachment widget needs a Versioning option
ECM - the ERP integration module needs a RemoveFromERP option
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KIN-I-5840 : Support management of backflushed labor
Backflushed labor was implemented by recursively relating labor detail records and without populating key values as an unfortunate shortcut hack, instead of aligning with the existing labor record data structure.
Try it: recall a backflushed labor entry. You can look them up in SQL, but not in the UI, because the employee ID key value is empty. You can’t do anything with them in DMT because the LaborHed key value is empty. The effective labor head is another labor detail, which also has no employee ID so it can’t be modified either.
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Friday the 13th. All of these ideas are cursed.
Oh well. Vote for Pedro!
Allow modification of Reuseable Combo fields in | Epicor Ideas Portal
Allow modification of Reuseable Combo fields in Application Studio
When you enter the Type and Sub Type on a reuseable combo, it prepopulates all of the properties to make it work, which is cool, but you cannot change any of them. If you want to change the sort, for instance, you would have to delete the Type and Sub Type and manually type in all of the properties that it prepopulated for you. I see no reason why these fields need to be read only when you use the Type and Sub Type. I would like to have it populate all of those properties, but still be able to modify them to your own needs.
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And more shameless self-promotion
I’ll throw mine in just for spits and giggles.
Add retailer-centric EDI functionality - 753, 754, 852, 867, 879
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This could be a real mess of a tax situation as freight is often taxed differently than product in many states.
Pretty much any place that offers ‘free’ shipping is just moving it into the product cost, I haven’t heard of them getting in trouble.
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I was just thinking about that.
It has to be handled somewhere one way or another. Various services and products get varying tax exposure too. Not saying that doesn’t need improvement on the sales order process, I just think that’s a different thing.
Right now customers want to see the shipping surcharge on the order, so we get weird situations where a clever CSR will add a line for shipping cost, then the shipment gets shipped. (I heard you liked shipments so I shipped your shipment?)
Understand your concerns - i had them at first too. But 99% of stuff in Europe and other countries is priced as ‘delivered’. Here in the US it’s much less. And I’m talking about big stuff - not parcels - LTL or bigger. And international. With this set up you can really use Freight as a profit center.
I’ve been doing it for 20 years using some customization on the screen and smoke & mirrors on the paperwork. I have a perfect solution that satisfies Sales, Accounting, and the Customer - a usually impossible feat. Not saying it’ll work for everyone but does allow accounting to bucket & tax it correctly (for us).
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Ooo, do you have a post here detailing your method? Unless it’s a secret. 
Not really a secret - but also not documented either - thanks for calling me out on that
It’s amazingly simple.
UI Customization for Quote/Order Entry and trackers. Others may be needed depending on where you want to see the values correctly. The customization is pretty simple, and looks like this on Quote Entry
The Unit Price field is untouched. This allows Epicor to process everything normally including customer price lists/etc.
The smoke & mirrors part:
- The Freight Incl/Hide checkbox needs to be checked if you want delivered price, and it opens the Line Total Incl Freight box, where you enter the Delivered Price.
- You also create a Header Misc Charge for the freight amount.
- Alter the RDD to supply the checkbox and delivered price values.
- Modify the Crystal/SSRS reports, which can be done a few ways but ultimately uses the checkbox as a flag to determine which values to show on a line item and hides/changes the “Misc Charges” value to be zero. At a minimum, you’ll need to alter the quote Line Unit Price, Line Extended Price, and Quote SubTotal/Total fields. All of these could be done a few different ways depending on your preferences, but basically need to change the value displayed based on the checkbox value…
- You could also make a comment that says “this price includes a delivery charge of $nn.nn” if you want. Some customers wanted that form us, so that is hard coded by customer.
Hope that explains it well enough.
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