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Table of Contents

• AP Invoice Entry
  • Enter Main Information on the AP Invoice Header Card
  • Record the Purchase of an Asset in AP Invoice Entry
  • Add a Receipt Line to an AP Invoice
  • Add a Miscellaneous Line to an AP Invoice
• Financial Management
  • Printing the Asset Depreciation Forecast Report
  • Print Multiple Invoices in AR Invoice Entry
  • Reversing a Cash Receipt
  • Entering Asset Classes in Asset Class Maintenance
  • Enter a Customer Payment Against an Invoice in Cash Receipts
  • Create a Cash Receipt Entry Group
  • Printing the Aged Receivables Report
• Customer Entry
  • Understanding Customer Maintenance
  • Adding Ship To Information to a Customer
  • Adding Contacts to a Customer
  • Entering Shipping Terms for a Customer
  • Defining the Address Format for a Customer
• Job Entry
  • Understand the Job Tree View in Job Entry
  • Editing a Material in Job Entry
  • Editing an Assembly in Job Entry
  • Editing an Operation in Job Entry
  • Release a Job to Production in Job Entry
• Job Tracker
  • Reviewing the Operations on a Job in the Job Tracker
  • Reviewing the Materials Needed for a Job in the Job Tracker
• Material Management
  • Create Multiple Releases on a Purchase Order
  • Entering a Purchase Point for a Supplier
  • Net Change or Regenerative Processing in Generate Purchase Orders
  • Use Build/Split/Merge to Remove a Quantity
  • Mass Print Purchase Orders
• Production Management
  • How to Get Manufacturing Details in Job Entry
  • Understand the Job Production Quantity in Job Entry
• Sales Management
  • Entering a Prospect or Suspect in Customer Maintenance
  • Understanding Customer Maintenance
  • Create a Sales Order from a Quote

AP Invoice Entry

Enter Main Information on the AP Invoice Header Card

When creating a new AP invoice, you use the Header Card to enter the main information on each invoice.

Record the Purchase of an Asset in AP Invoice Entry

You can use invoice entry to record the purchase of an asset. To do this, you enter an asset line. The application considers an asset a purchased item and not a part record.

Add a Receipt Line to an AP Invoice

Once the invoice header information is complete on your AP Invoice, add detail lines to it. These detail lines can be different line types – depending on the reason for the payment.

Add a Miscellaneous Line to an AP Invoice

Financial Management

Printing the Asset Depreciation Forecast Report

Print Multiple Invoices in AR Invoice Entry

In AR Invoice Entry, you can print all invoices in a group using a command on the Actions menu.

Reversing a Cash Receipt

Entering Asset Classes in Asset Class Maintenance

Enter a Customer Payment Against an Invoice in Cash Receipts

Create a Cash Receipt Entry Group

Printing the Aged Receivables Report

Customer Entry

Understanding Customer Maintenance

Adding Ship To Information to a Customer

Adding Contacts to a Customer

Entering Shipping Terms for a Customer

Defining the Address Format for a Customer

Job Entry

Understand the Job Tree View in Job Entry

Editing a Material in Job Entry

After you set up a method of manufacturing in Job Entry, you can edit the materials for it. The material then contains the details to accurately track estimated and actual material costs on the job. Watch to learn material values you can update.

Editing an Assembly in Job Entry

Editing an Operation in Job Entry

Release a Job to Production in Job Entry

Job Tracker

Reviewing the Operations on a Job in the Job Tracker

In the Job Tracker, use the sheets under the Operations tab to review the operations required to manufacture the part quantity on the current job.

Reviewing the Materials Needed for a Job in the Job Tracker

n the Job Tracker, use the sheets under the Materials tab to review the materials required to manufacture the part quantity on the current job.

Material Management

Create Multiple Releases on a Purchase Order

Entering a Purchase Point for a Supplier

In Epicor ERP purchase points are locations from which a supplier ships material or provides services.

Net Change or Regenerative Processing in Generate Purchase Orders

Learn the difference between the Net Change and Regenerative processing options in Generate Purchase Orders.

Use Build/Split/Merge to Remove a Quantity

To remove a quantity from a PCID on the ERP application, use the PCID Build/Split/Merge window.

Mass Print Purchase Orders

Production Management

How to Get Manufacturing Details in Job Entry

Understand the Job Production Quantity in Job Entry

When you finish creating the demand links for the job, all the quantities on each link are totaled and displayed in the Prod field in the Quantities section.

Sales Management

Entering a Prospect or Suspect in Customer Maintenance

Understanding Customer Maintenance

Customers are key to your business, and Epicor Kinetic contains several features to help your company maintain active and accurate relationships with them.

Create a Sales Order from a Quote

You can generate a sales order from information entered on a quote in several ways. Quote information can be converted into a sales order in its entirety or by selecting specific lines.