Client Name	Ticket Number	Ticket Name	Priority	Description	Status	Premium	Resource Name	Resource Email	Entry Date	POC Name	CustomerID
Accu-Fab (Wheeling, IL)	2	Test	7	Test	Complete	0	Assign Resource		17/10/2016	Ken Larsen	184
Kadant Black Clawson	402	Task 402 – PO Confirmation Change Request PT 2 Buyer WorkBench	7	Provide better visibility and reporting for POs waiting to be confirmed. The request involved a change to an existing report as well as a Customization to the Buyer Workbench and a Quick Search in Purchase Order Search.	Complete	0	Chance	Chance.finley@practicaltek.com	16/09/2016	Paul Piazza	166
Acro Metal Stamping Inc. (Milwaukee, WI)	581	TASK 581 – ranked customer report run by customer group	10	Attached ranked customer report run by customer group Attachment in Task Folder	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	03/05/2016	Jim Wolfenberg	176
Kadant Black Clawson	618	TASK 618 – Full Blown (billable) Technical Analysis of Their Enviornment for E10 Upgrade	20	Customer needs a full-blown (billable) technical analysis of their environment for all companies for consideration of an upgrade to E10. Note to Jeremy from Jim: Paul wants to first discuss this – he has particular input and value/direction he wants to add. I informed him that this would likely take 2 full days to perform. If he talks about several companies you might want to smooth that out to more time if you feel that’s necessary. Full blown everything end to end like you did for GEM city. He didn’t discuss if they do or don’t want to migrate Crystal to SSRS. I always assume they do and we perform these technical reviews in that mode – unless explicitly mentioned/directed from the customer otherwise. 5/11/2016 Per request of customer, they are not ready to begin this process at this time. Task was changed to Dormant per Jim Chance.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	10/05/2016	Paul Piazza	166
Excel Machinery	626	TASK 626 – Convert Cost of Sales Rpt from ODBC Crystal to Epicor 10.1 SSRS	1	Desc: Convert the following report from ODBC Crystal to Epicor 10.1 SSRS… V:/CustomReports CostofSalesReport.rpt	Complete	0	Chance	Chance.finley@practicaltek.com	18/05/2016	Randy Lunsford	186
Excel Machinery	627	TASK 627 – Convert Delivery Ticket3.rpt from ODBC Crystal to Epicor 10.1 SSRS	20	Convert the following report from ODBC Crystal to Epicor 10.1 SSRS… V:/CustomReports DeliveryTicket3.rpt	Complete	0	Chance	Chance.finley@practicaltek.com	18/05/2016	Randy Lunsford	186
Excel Machinery	629	TASK 629 – Convert FinanceChargeCalculation.rpt from ODBC Crystal to Epicor 10.1 SSRS	20	Convert the following report from ODBC Crystal to Epicor 10.1 SSRS… V:/CustomReports FinanceChargeCalculation.rpt	Complete	0	Chance	Chance.finley@practicaltek.com	18/05/2016	Randy Lunsford	186
Excel Machinery	633	TASK 633 – Convert the PayrollCheckPrint2.rpt from ODBC Crystal to Epicor 10.1 SSRS	20	: Convert the following report from ODBC Crystal to Epicor 10.1 SSRS… V:/Server/Reports/CustomReports ParyollCheckPrint2.rpt	Complete	0	Chance	Chance.finley@practicaltek.com	18/05/2016	Randy Lunsford	186
Excel Machinery	635	TASK 635 – Convert the QuotForm6.rpt	20	Convert the following report from ODBC Crystal to Epicor 10.1 SSRS… V:/Server/Reports/CustomReports/ QuotForm6.rpt	Complete	0	Chance	Chance.finley@practicaltek.com	18/05/2016	Randy Lunsford	186
Excel Machinery	637	TASK 637- Convert the SOForm3.rpt from ODBC Crystal to Epicor 10.1 SSRS	20	Convert the following report from ODBC Crystal to Epicor 10.1 SSRS… V:/Server/Reports/CustomReports SOForm3.rpt	Complete	0	Chance	Chance.finley@practicaltek.com	18/05/2016	Randy Lunsford	186
Arizona Correctional Industries (Phoenix, AZ)	642	TASK 642 – Issue with Open Sales Report	7	We have an issue with what we call an Open Sales Report. Currently it just highlights in Red that a change has been made. We’d like to figure out if/how to parse that Change Log better to give Manufacturing less to actually have to look at without eliminating the change log history for things other departments might need. Hope that makes sense.	Complete	0	Chance	Chance.finley@practicaltek.com	01/06/2016	Ray Zorz	197
Arizona Correctional Industries (Phoenix, AZ)	643	TASK 643 – Populate Fields in PO Suggestions	7	I know we’re using RegHead.Character01 to our Requisitions entry, but PO Suggestions wasn’t modified to populate the Shop field using that field. This could be helpful.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	01/06/2016	Ray Zorz	197
Arizona Correctional Industries (Phoenix, AZ)	645	TASK 645 – Fix Truncated Fields in Detail Count Variance	7	Detail Count Variance – fix truncated fields. See attached	Complete	0	Chance	Chance.finley@practicaltek.com	01/06/2016	Ray Zorz	197
Ecore International (North Aurora, IL)	665	Task 665 – Project Entry Custom Development	7	Project Entry Custom Development *replaces Time Phase (equivalent) report The following updates need to occur when the Project Start Date is modified. This should allow us to use Time Phase as it exists in the system. Note: We need to discuss with the consultant(s) whether the updates are implemented as BPMs or as a customization to Project Entry that performs the updates based on a button click (similar to Generate POs functionality). • Require Project.StartDate and Project.EndDate • On Change of Project.StartDate o Update all linked jobs according to the following:  Criteria: • Has not been marked Complete • Is not linked to any WBS Phase  Update JobHead.ReqDueDate to match Project.StartDate*  Reschedule the job to start on same date as Project.StartDate* o Update all linked POs according to the following:  Criteria: • Is open  Update PORel.DueDate to match Project.StartDate* • On Change of Project.EndDate o Update all linked orders according to the following:  Criteria: • Is open  Update OrderHed.RequestDate to match Project.StartDate*  Update OrderDtl.RequestDate to match Project.StartDate*  Update OrderRel.ReqDate to match Project.StartDate* *This task may require use of the business objects.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	21/06/2016	Robert Beaghan	194
Polyportables (Dahlongea, GA)	668	TASK 668 – Automation of SN and Labor Entry	1	Jeremy, review the following and write this up in a new spec. I will have the new BT task in by the time you get to spec’ing this. Send spec to customer doing the usual communications. Once approved then you might want to route the development to someone else depending on your workload.  Create a new form emulating 3 primary processes o The assigning of serial numbers to a single job o The entry of a labor transaction for a single job o The job receipt to inventory for a single job  Information: o Customer has serialized parts  Prints 1 years’ worth of labels with pre-printed serial numbers  As each is applied to the product that number is either scanned or entered into Epicor o Customer creates configured part scenarios in job entry o Customer does not own service connect  Phase I o Create new application(s), logic, form for desktop  Phase II o Enhance new process to be used with handhelds  What’s the trigger for the new 3 step process? o User will run the new form when the production process is ready  New screen & logic needs: o Allow for the scanning or entry or browse out for each appropriate field  Fields: • Job button (entry or browse out) • Assembly (auto fills once tab off Job number • Operation (drop down selection) • Labor qty • Labor date (defaults to current date, can be changed by user) • An action feature needs to be built in to accommodate for the entry/assigning of an indefinite number of serial numbers to the job (simulates “assign job serial numbers” app)  Once all data is entered/scanned/selected the process button will: • The assigning of serial numbers to a single job (see existing app) • The entry of a labor transaction for a single job (see T&E app) • The job receipt to inventory for a single job (see existing app)	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	22/06/2016	Ben Burford	191
General Tool & Instruments LLC (Secaucus, NJ)	672	TASK 672 – Updates Needed for BAQ – GTI MasterPullSheet and BAQ GTI MasterPullSheet Orders	20	There is a dashboard that I created called GTI-MasterPullSheet. This uses a BAQ called GTI-MasterPullSheet and GTI-MasterPullSheet-Orders. BAQ – GTI-MasterPullSheet: This BAQ summaries all the parts that were on orders for a day after a certain time (this works but we need a modification) BAQ – GTI-MasterPullSheet-Orders: This BAQ should show all the orders related to the data pulled in GTI-MasterPullSheet (this is not working) Updates needed: BAQ – GTI-MasterPullSheet • Only bins with positive inventory should be used. • Primary bin should be listed first • Next bin should be bin with least amount of inventory • Only bins that we need to pull from should be shown a. 400 pieces are needed (Inventory in Main (200), A1402 (568), B5261 (100) and D5643 (150) b. Main would show for 200, D5261 would show for 100 and D5643 would show for 100 BAQ – GTI-MasterPullSheet-Orders • Only orders related to the records in BAQ GTI-MasterPullSheet need to appear.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	07/07/2016	John Dillon	148
Ecore International (North Aurora, IL)	675	TASK 675 – Create New Part Dashboard	9	Sam, I need you to call Kevin Burrows ASAP to whip up a spec before you leave today. He’s at 717 327 2951 I mentioned to him that you’d call shortly. The attachments are a little confusing – 3 files/inputs for what they need is actually 1 specific dashboard with drill down capabilities. But for only the specific part numbers in the excel list. I recommended that the filter on the new dashboard be for a product group if by chance these are part of that rather than for just these part numbers and he said they have no relation to each other. So he said maybe a new checkbox could be put on the part record for this special dashboard need. Not a bad idea, but I like attributes better if you can do that. Once you finish his spec today change your BT task to “jeremy to assign”	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	08/07/2016	Kevin Burows	194
General Tool & Instruments LLC (Secaucus, NJ)	679	TASK 679 – Create File to send to SPS	20	Note from Jim – I recommend via phone calls/join.me sessions that this issue becomes a concept and then a spec composed by Jarrad. Then the spec would be used by Jarrad for development. Offer a full service solution – we should be able to collect/capture all fields the user needs, then write it to a file to be sent to an email. Perhaps enhance exist screens to collect and create a new processing screen to send. Lots of options. This appears to be a pseudo poor man’s EDI solution. Desc: Jim, We can use assistance from Practical on the best way to create this file to send to SPS. I am not sure all the fields that we have within out data feeds to support all the fields they want. This is an urgent request so we would like to move on this fast. As time goes on we might have more accounts looking for this document. I would love to map out any and everything in the spreadsheet that we can and keeping in mind the requirements from Fastenal.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	12/07/2016	John Dillon	148
Mats Inc.	680	TASK 680 – Credit Hold Customization Issue	5	TASK 680 – Credit Hold Customization Issue	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	13/07/2016	Tim Redmond	203
Commercial Tool Group Inc. (Comstock Park, MI)	693	Task 693-Task 85 Subcontract Received	20	Convert this E9 BPM to E10. the TASKID in the description is the original TASKID for the CTG customer (PTS Created the E9 BPM) See Task Folder for additonal information	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	28/07/2016	Scott Henkel	135
Commercial Tool Group Inc. (Comstock Park, MI)	698	Task 698 – Task 120 AssignMachUnattHrs	20	TASK 120 AssignMachUnattHrs Note from Jeremy: Note: it looks like this BPM is tied to a customization. Convert this E9 BPM to E10. The TASKID in the description is the original TASKID for the CTG customer (PTS created the E9 BPM). See additional information in task folder	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	28/07/2016	Scott Henkel	135
Dalsin Industries (Bloomington, MN)	706	TASK 706 – MES BPM’s	50	Create a BPM to be used with the MES area for recording production. We want to be able to prevent recording production of the materials are not loaded into their “in” bin and or backflush locations. We may also want a second one that will prevent recording production quantity greater than the previous operation quantity. Wants this completed by September 23rd !!! Per Jeff Dalsin	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	03/08/2016	Sue Pask	207
Kadant Black Clawson	707	TASK 707 – Change to Count Shipments Report	7	Requested Change to Count Shipments Report – Ticket #2269: Paul Anderson has requested that the “Count Shipments Report” be updated to include “Miscellaneous” and “Sub Contract” type shipments. Background Title: Count Shipments Report (Material Management > Shipping/Receiving > Reports > KBC > Count Shipments Report Description: Report counts Customer shipments by individual. Does not have breakdowns of other shipment types included. Query that report is based off of is set up as ODBC report. Solution Description: Redesigned report to include following changes: • Requested counts of all types of shipments by ShipPerson – Customer Shipments, Miscellaneous Shipments, and Sub Contract Shipments • Change of ODBC query change to BAQ o Query will also add “Miscellaneous” and Sub Contract Shipment” components to complete report request • Addition of filtering option by “ShipPerson” • Report default Sorted by column “Shipments By” SEE add”l information in task email.	Complete	0	Brandon	Brandon.chance@practicaltek.com	04/08/2016	John Kirschner	166
Gasket Engineering Co. (Kansas City, MO)	709	TASK 709 – Training-Explanation Regarding Job Management	10	Note to Sam from Jim – I think we should encourage a set of formal training for this guy; too many loose ends without it. I’ve asked him about: A few questions:  Have you had the Job Management training?  What about Inventory Management training?  What about Issuing training?  Who at your business is running the WIP capture process? o Have you had any training regarding this process? • Can you advise what formal Epicor ERP training you have had? I would like for you to take pass 1 with him. Shake everything out – bounce things off me to learn/and answer him and then compile a short list of items for me to go over with him in a pass 2. Note from Customer I need some explanation/training regarding Job Management. see customer file for addtional email information!	Complete	0	Sam	Sam.bise@practicaltek.com	10/08/2016	ZZZBrian Schiefen	209
Mats Inc.	710	TASK 710 – Finance Training	7	1.1 Cash Management 2 Session 1 Tue 8/23 Lynn, Fang, Julene, Sarah 1.1 Bank Recon 1 Session 1 Tue 8/23 1.4 Capture COS/WIP Activity 1 Session 4 Thu 8/23 Lynn, Fang 1.2 AR (Accounts receivable) 6 Session 2 Thu 8/25 Lynn, Fang, Julene, Dawn, Margaret, Renee & Becky 1.3 GL (General Ledger) 5 Session 3 Tue 9/13 Lynn, Fang, Julene, Sarah, Tricia 1.4 Basic report designer (Inc. stmt & Bal sheet) 6 Session 4 TBD 1.4 Month End 2 Session 4 TBD	Complete	0	Dena	Dena.chance@practicaltek.com	04/08/2016	Tim Redmond	203
East Jordan Plastics (Elmherst, IL)	712	TASK 712 – Confirm Customer Shipment	6	Fix the Confirm Customer Shipment	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	18/08/2016	Myron Jarosewich	210
Flexible Technologies Inc. (Abbeville, SC)	717	TASK 717 – Three Form Changes	50	Desc: Customer needs 3 forms changed per the following… Note the requested sequence. See task folder for add”l examples and info.	Complete	0	Chance	Chance.finley@practicaltek.com	18/08/2016	Matt Price	211
General Tool & Instruments LLC (Secaucus, NJ)	718	TASK 718 – Purchase Order Change	1	(change the following in SSRS) On Purchase Orders if the following change can be made please ——————- It would be helpful if we could add a line to the boiler plate wording at the bottom of our PO’s as follows: Please send all invoices to AP@GENERALTOOLS.COM I would make this line 5 (dropping the existing line 5 to line 6)	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	18/08/2016	John Dillon	148
Flexible Technologies Inc. (Abbeville, SC)	721	TASK 721 – Accounts Payable Checks Printing Options	90	Note from Jim – discuss and test this task with input from Dena, as she is familiar with the AP check printing process. Test to our printer. Obtain the make/model of the printer they will be printing to – this is likely only informational – but if the MICR code itself prints ok here on our printer but doesn’t on theirs then it would be due to their printer.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	17/10/2016	Matt Price	211
Crane Aerospace & Electronics (West Caldwell, NJ)	723	Task 723 – SO Not Firm Release BPM	7	The scope of this task has changed. They now want a BPM to remove the “Firm Release” checkbox from being selected at ANY time upon Saving. In summary, always leave it as “Not Firm” upon saving. Ignore the information below. It was the original requirement. Note from Jim: Customer has the following 2 general issues. Need to start dialog, discussions, what are these, what does he mean, clarify terms. It sounds like all he needs in his MRP job is to have it changed to not do anything with unfirmed jobs. Get info for both, check on our system (9), make change on our sys/test before taking to him – as he needs to view all of our actions via webex; so we need to be ready post the initial clarifications. Get info on 2nd issue, what is his perception of “production yield”? does he have any business metrics he’s trying to achieve? What are they? What’s the math/calculation behind them? can he send examples of math/calc/charts/graphs? What’s he trying to track and report? Is he attempting to compare the production standard to the actual and compare for labor efficiency reporting? Keep our reports in mind, perhaps show some in screen shots. Need more info on this one – labor yield/efficiency or material yield? Sometimes I’ve see companies have the need to identify what the material yield is – meaning how much gain or loss did I have after an operation from one oper to the next. 1. Consulting: Eliminate unfirmed Jobs from MRP: we have a MRP process running and we need to remove the option for creating unfirmed jobs 2. Consulting: Vantage Production Yield: we need to go over the concepts and options for implementing the use of production yield ________________________________________	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	26/08/2016	Francisco Perez	175
Kadant Black Clawson	724	TASK 724 – Customized updateable dashboard for PO information	10	customized updateable dashboard for PO information	Complete	0	Brandon	Brandon.chance@practicaltek.com	30/08/2016	Nancy Gary	166
Commercial Tool Group Inc. (Comstock Park, MI)	725	Task 725 – End Activity Screen E10	6	Dynamic Query stuff on End activity screen is broken. Customization: EndActivityEp10 or something like that. only one that”s named different.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	01/09/2016	Scott Henkel	135
Polyportables (Dahlongea, GA)	728	TASK 728 – Quality Checks BPM’s	10	New info on 9/21 from Ben Burford: “Can I be notified when development has begun? Also please remember we would like to be involved with testing as each BPM is completed. Also, If I were to prioritize anything, I would ask Jeremy to start with the task that he says as the “easiest” or quicker to implement so we can go ahead and start getting traction and start seeing the benefits.” NOTE: Customer wants a quote – involve Jeremy once the spec is signed off. Also, customer has mentioned a pre-processing BPM start – we wouldn’t recommend this, so this strategy will change for the solution PTS will incorporate. No need to get into further details with Ben on this. Pe Jeremy/Jim, I have a project that has just come to my attention that I believe would require your expertise. In today’s world at PolyPortables, when salesmen are finished entering the order, they print to someone that “Quality Checks” the order for data entry errors. The project would be a series of BPMs that handles each one of these quality checks.Some of the things we look for: Qty can’t be Zero Price can’t be Zero Shipping Address cannot be a PO box FOB must match Release warehouse (I believe this one would be handled with a lookup chart similar to our warehouse production BPM) The goal would be for the quality checks to occur at the time the Ready to Process Checkbox is checked. I’ve been able to create qty can’t be zero and price can’t be zero using a PreProcessing BPM, however, the timing of when it completes the check interferes with the workflow the salesmen are use to performing. Let me know when a good time to meet and get a spec laid out for this project and a quote. Also, for this project, since I believe, it would be a series of BPMs instead of 1 massive one, if possible we would like to roll it out to live in pieces as we complete each check or phase. Also, it may be another project, but I would like to get a quote on training hours for creating BPMs such as these so that I may learn more in this area.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	16/03/2017	Ben Burford	191
Commercial Sewing Inc. (Torrington, CT)	730	TASK 730 – Part Level Inspection and PO BPMs	20	• Contact customer to clarify need • Outline/compose spec • Note that one part of this refers to part inspection – I’m pretty sure this already exist – he just might not know this – this field just needs to be shown in the screen for on/off setting • Once you have a spec that thoroughly and accurately describes his pain point and our recommendation signed off, get an estimate from Jeremy for time • Send customer min/max time – and when he signs off on it route this request to Jeremy to assign Desc: Hello Jim, I am currently running Epicor version 10.700.2. I understand you provide custom BPMs and I am interested in perhaps getting a quote. Here are some basic requirements. First, I’d like to use a user defined field to flag parts for inspection at the part level. I’d like a BPM that will check this flag and if it is true, the inspection required field on the PO will automatically be set to true. The second BPM is also related to purchase orders. When adding a line to PO, I need a BPM to check the revision of the part to determine if it is approved. If the rev is not approved, I need it to raise a warning. The user should be allowed to continue after the warning if they choose to.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	12/09/2016	Scott Camara	216
General Formulations (Sparta, MI)	732	Task 732 – Master Pack Customizations	20	10/17 – PTS consultants to meet to discuss if this is even possible. The scope of this task has changed. I have a meeting with the POC”s on 10/5 to nail down the true requirements. After that, I will have enough information to formulate a spec and plan of action for this task.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	16/09/2016	Thomas Cheslek	214
Diopsys Inc. (Beverly, MA)	734	TASK 734 – Step Through Month And Year End Procedures Version 10.1	7	Step through our month and year end procedures (attached). With version 10.1 – should be the same as 9; but worth checking/browsing over the document. This overview is required to prepare the customer for doing a mock month end themselves as 10.1 comes up. Task should not be started until Oct. Documents in Task Email	Complete	0	Dena	Dena.chance@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	735	TASK 735 – Sensor Sales Report	7	New dashboard need. Sam to spec. Filters: beginning and ending date range. Extraction logic is based on open or closed sales order line items that have a sold to date that falls within the range ran for. Site name column = sales order customer ship to name. City/State = sales order customer ship to city & state. Unit purchase date = sales order line item sold to date. Columns D through O consistently represent the last 12 months. Columns P thru W need to be discussed with the POC – need/require? Specifics. This spreadsheet doesn’t have a part number on it; check with the user to identify if this is correct. The goal is to identify if its been a while since a sensor has been sold. So one has to determine how to know what a sensor is and if its been sold.	Complete	0	Brandon	Brandon.chance@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	737	TASK 737 – Bring Up Campaigns- Events	7	Bring up campaigns. Events. Apply costs to GL control code. Desire to track costs for attending events/conferences. Setup, configure, train, test	Complete	0	Jim	Jim.chance@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	738	TASK 738 – October – Financial Courses at a High Speed	7	To be done in Oct. Provide financial courses at a high speed. To include: AR, AP, GL, Bank recon, Cash management, GL control codes, Earliest apply date, Periodic posting. Ask the customer if they want this done remotely or onsite.	Complete	0	Dena	Dena.chance@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	739	TASK 739 – Verify Customer Back Up Proceedures	7	Customers wants to know if they are backing up all of the correct areas. Want to know if the log files and the Epicor as well as the sub-folders in addition to the DB should be backed up. Customer would like what they are doing audited and recommendations made. Advise customer for best practices, procedures and software that PTS would recommend. Help them with the installation of a tool if they buy one and test results. Post to yahoo for ideas. Kevin as a last resort.	Complete	0	Brandon	Brandon.chance@practicaltek.com	21/09/2016	Tibor Szoke	215
Diopsys Inc. (Beverly, MA)	740	TASK 740 – Perform Full Company and Plant Configuration Review Report	7	Perform a full company and plant configuration review report – findings and recommendations. NOTE: Customer does NO manufacturing, so ignore anything with jobs, resources/RG’s, etc…	Complete	0	Sam	Sam.bise@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	741	TASK 741 – Install Full APM, Setup, Configured and Ready for Use	7	Customer would like full APM installed, setup, configured and ready for use. I don’t know what the state is for APM with them. New installation.	Complete	0	Brandon	Brandon.chance@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	742	TASK 742 – Enable Forms With APM	7	Customer would like the following forms enabled with APM. Need to have conversations around where the email address is to pull from. Customer/email or customer/contact/email. Supplier/email or Supplier/purchase point/email. Once the pro’s and con’s of the source email is determined enable the forms to be APM compliant for: Customer statement report Purchase order form Special logic rules apply for the following 2 needs – contact the POC for these rules/details: Invoice (note – customer is entering a unique value in the invoice screen – do a join.me for which field – I think he wants to enter the serial # and we need to make sure that’s on the invoice – so it needs this enhancement and to be APM capable. Also, there is special logic for sending; obtain from POC. Sales order acknowledgement	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	743	TASK 743 – Spec New Dashboard Showing Defined Summary Info for Open Invoices	7	Sam to spec. Customer needs a new dashboard that shows to be defined summary information for open invoices by customer by sales rep for calculating commissions. See if you can obtain his commission calculation and embed it into the dashboard for a Comm% column saving him time. Vs. running, exporting to Excel and then he does steps outside of Epicor.	Complete	0	Sam	Sam.bise@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	744	TASK 744 – Proforma Invoice	7	Customer needs a proforma invoice. We have done several of these in the past. Look at what we’ve built, run what you can and generate an example to show him via join.me – find out which example he likes and if he would have any changes to it for their company. Must be E10 solution – so if you show him a Crystal report – that’s fine, but then you’ll need to note to the developer that the solution must be in SSRS replicating what the customer wants. Build spec.	Complete	0	Chance	Chance.finley@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	745	TASK 745 – Customer Wants Purchasing Suggestions Turned On	7	Customer wants purchasing suggestions on. See what’s setup. Check settings for typical run parameter answers/filters to confirm its correct. Setup 7 day a week schedule to support running PO suggs job. Do not run MRP. Once up and running, provide training on how to view them, how to convert to PO’s.	Complete	0	Sam	Sam.bise@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	746	TASK 746 – Purcase Advisor Training	7	Provide purchase advisor training. Explain its benefits	Complete	0	Sam	Sam.bise@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	747	TASK 747 – 1099 Training	7	Customer wants to bring up 1099. Provide training. Step through all things associate to 1099. Checks, year-end, etc… This task is solely focused on bringing up 1099. Find out if they have any special needs along the way. Make sure they test a 1099 check printing.	Complete	0	Dena	Dena.chance@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	748	TASK 748 – Build Balance Sheet and Income Statement Reports	7	Customer needs us to build their balance sheet and income statement reports. Do not provide report designer training. I explained we don’t provide that, but if he presses show him some of the basics. See pages 12, 13, 14 and 15 in the attached for the B.S. & I.S. They are using QB for financials. These examples don’t quite look like a B.S. & I.S. so you might have to show him an example or two to sync up on what he needs to confirm – lastly, then get from him a mock of the BS/IS with GL accounts so that you know how to build these. You should do this in Excel if he’s vague while he watches via join.me Customer is doing no manufacturing	Complete	0	Dena	Dena.chance@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	750	TASK 750 – AR Issues- Questions-Needs	7	Customer has several AR issues/questions/needs…Reach out to POC for further information/clarifications. Customer does no manufacturing. Get a grasp of issue below and go forth with a plan of action. * Does what they need require a development request, if yes write it up and send it to Jeremy for assigning. * Does what they need require training or consulting? Proceed. 1) Invoicing – Deposit Returns (the customer has placed the deposit for their order, then they would like to finance the order 100%; quick books doesn’t let them void or reverse the deposit, they have to delete the deposit {losing the transaction and audit trail} Quick books wants them to go back to the original transaction – which is in a previous period 2) Invoices – the total invoice decrements the deposit but the deposit line doesn’t show on the invoice, if they put it as a line on the invoice it decrements the deposit again 3) Statements – currently has to print out all statements for all customers * would like to change the criteria – to only print statements with customer that are past due.	Complete	0	Dena	Dena.chance@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	751	TASK 751 – AP Issue	7	AP issue… BIG CHALLENGE – AP enters the invoices, Joe (owner) determines which invoices get processes for payment, he doesn’t pay attention to the purchase discounts – so they miss out in getting those discounts; losing out on significant money – need to allow the accounting department to process the payments and print checks and then submit to Joe/President for approval when over a certain $$ amount and allow processing for all other payments through the finance department. Same accessing here – get to know the pain point, determine next course of action: Spec/development? Consulting? Or training? Or a combination. Set a plan going forward and execute. I think the solution to this is a dashboard; perhaps an updateable dashboard so that Joe can approve based on his visual that would include showing discounts.	Complete	0	Dena	Dena.chance@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	753	TASK 753 – Provide Tips and Techniques Course 10.1	7	Provide your tips & techniques course for version 10.1 ask if they prefer onsite or remote.	Complete	0	Sam	Sam.bise@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	756	TASK 756 – October – Verify Customer Knows How to Print AP Checks	7	Make sure the customer knows how to print AP checks and does a test check printing. Do this in Oct. Do a join.me to watch. Have them load check stock, the whole works	Complete	0	Dena	Dena.chance@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	757	TASK 757 – Cost Roll Up Procedure Training	7	Customer needs to receive the cost roll-up procedure. See folder, should be in pretty good shape for training – but review anyway. There’s also a recording of this w/ Mark and I believe with Olmsted. Tidy up if req’d for this 10.1 customer. But shouldn’t really need a bunch of updates. Ask customer if he wants this done onsite or remote.	Complete	0	Sam	Sam.bise@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	758	TASK 758 – Product Group and Part Class	7	I did a 5 min. overview of product groups & part classes. Schedule some time w/ POC and whomever else he involves to present info/background/particulars and differences between PG’s and PC’s.	Complete	0	Sam	Sam.bise@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	759	TASK 759 – Installation and Set Up of the PTS UPS-FEDEX To-From Epicor Interface	20	Contact Jim when you are ready to do this task. This is the installation and setup of the PTS UPS/FedEx to-from Epicor interface that we have. I will show you how to do this so that you know going forward.	Complete	0	Sam	Sam.bise@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	761	TASK 761 – Add Logo to PO with Wording Removed	7	Customer wants logo added to the purchase order to the location of where it says Diopsys, Inc. replacing this wording with the logo. (Note: customer logo is in the customer folder in a sub-folder called logo) Customer wants the space area reduced if possible that exists between the bottom of the country and before the phone/fax is shown – be careful to not truncate the ship to box – test thoroughly.	Complete	0	Chance	Chance.finley@practicaltek.com	21/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	762	TASK 762 – Add Logo to Sales Order Acknowledgement Remove Wording	7	customer wants the logo added to the sales order acknowledgement to the location of where Diopsys, Inc. is replacing it. Customer wants the space area reduced if possible that exists between the bottom of the country and before the phone/fax is shown – be careful to not truncate the ship to box – test thoroughly. Do not remove the country – this change was cross out.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	22/10/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	763	TASK 763 – New Dashboard for Customer Ship To	7	Sam To Spec Customer needs a new dashboard. “Customer ship to by customer attribute” dashboard. Filter on the customer attribute “Prac type” – has to be researched where they are populating this on the customer record. Must allow for the run filter of selecting one or multiples of prac type attribute value (optomoloist, ophphothomist, (spelling – eye business) etc..). Site name = customer ship to name, ID = customer ship to.	Complete	0	Chance	Chance.finley@practicaltek.com	22/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	764	TASK 764 – Add Logo to Invoice and Other Item Needs	7	Desc: 1) Add logo where Diopsys, Inc. is 2) Do not remove country 3) Attempt to delete space in whitespace area shown 4) Delete legal # 5) Delete “Warehouse code label and data shown” 6) See if you can consolidate the listed Invoice tax lines to one sum – hide?	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	22/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	765	TASK 765- New Dashboard Sales Order & Other Items	7	Sam To Spec 1) Customer needs new dashboard 2) Main data driver logic is sales order that are shipped and invoiced and a second section of sales orders that are open and not shipped 3) Your call if you’d like this to be 2 separate reports – I think they should be 4) The Nova, Argos, Enfant area product groups 5) State DM = Sales rep 6) Vep, pERG, ffERG are part classes 7) Financing deposit = advanced payment (Dena) [customer receives advanced payments on sales before shipments] 8) Fin co = sales order line item value in the PO field	Complete	0	Chance	Chance.finley@practicaltek.com	22/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	766	TASK 766 – Print an On Demand Lable	1	Test	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	22/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	767	TASK 767 – Commissions Dashboard Development	7	Customer needs a “Commissions” dashboard. Run prompt:  By beginning date  By ending date  All open invoices that are due within the date range selected Fields from left to right/top down • Invoices sales order customer sales rep • Invoice # • Invoice due date • Customer name • Invoice dollars • Cash received thus far – summed against the invoice • Date cash received o Clarification needed here with the user – he has “cash received thus far – sum; and because its possible for multiple payments to come in over several dates this conflicts with the logic of the “date cash received” field	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	22/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	768	TASK 768 – Revenue Ranking Report Development	7	Sam to Spec Customer needs a revenue ranking report (not a dashboard). 1) This report has several sections – your call, this might need to become 3 reports – discuss with POC 2) Dm = Sales rep tied to open and closed sales orders over the buckets listed by column (month, 1st qtr, 2nd qtr….etc..) 3) This section is Invoice dollars The second section… is the # of units sold (qty of part line items on sales orders) spanning the column buckets shown. Third section…is the average price per unit sold for the sales rep tied to open/closed sales orders per bucket	Complete	0	Chance	Chance.finley@practicaltek.com	22/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	769	TASk 769 – Site Changes Dashboard	7	Sam To Spec Customer needs a site changes dashboard. A site is a customer ship to. The values on the left side of Enfant, Nova, Argos, Closures are product groups. Run time parm filter:  Beginning date  Ending date • Logic is to retrieve all open & closed sales order lines for parts tied to the specific product groups and list the sum of that quantity in this current years month by month history view	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	22/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	770	TASK 770 – Custom Balance Sheet -Report Designer	7	Customer needs a custom balance sheet. Use report designer – a tool you love. 2 examples attached, the one has the GL #’s.	Complete	0	Dena	Dena.chance@practicaltek.com	22/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	771	TASK 771 – Create a Key Performance Monthly P & L Indicator	7	Create a key performance monthly P&L indicator	Complete	0	Dena	Dena.chance@practicaltek.com	22/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	772	TASK 772 – Monthly Dashboard – Metric	1	Sam to Spec Complex report need! Many fields. # of active sites = sum of all active customer ship to’s # of nova sites = sum of all sales orders open/closed over the bucket spans for parts sold that are product group = NOVA # of argos sites = sum of all sales orders open/closed over the bucket spans for parts sold that are product group = Argos Formulas of A, B, C, D, E, F, G, H are all described in the screen shot Current year 1-12 No parameter/filter	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	22/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	773	TASK 773 – Sending An Email As a Shipment Notification Through a BPM	5	See Word Document in Task Folder. Note from Jim, I will be installing our custom UPS/FedEx <-> Epicor interface, so you’ll have the tracking #.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	22/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	774	TASK 774 – Executive Dashboards	7	Demonstrate the use of executive dashboards	Complete	0	Sam	Sam.bise@practicaltek.com	22/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	775	TASK 775 – Campaigns-Events – Apply Costs to GL Control Code	7	Bring up campaigns/events. Apply costs to GL control code. Schedule initial discussion with Diopsys and team for this subject with Mark and you. Record, document for future use. Fact finding. Then definition, scope of tasks to get them setup, configured and trained. Sam to turn in 1.5 Marks time to cover costs for this. Bring up campaigns. Events. Apply costs to GL control code. Desire to track costs for attending events/conferences. Setup, configure, train, test	Complete	0	Jim	Jim.chance@practicaltek.com	22/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	776	TASK 776 – Case Management Training	7	Customer would like to learn about case management. Some of this might be setup – check it out before scheduling standard/generic training. Make sure customer understands you will begin by basic CM training. Then applying their business needs to this system. This step will require your forensics/consulting hat to go on. Get to know and understand their “site analysis” needs – help desk needs – customer servicing needs – then take all of that and incorporate those needs into CM – identify any gaps or where they should enter their data into CM for proper storage and retrieval. Test this yourself once you know the needs inside and out. Get to know what they do to understand the needs to then translate that to your directing them on the use of CM and how to use this app to fit their business requirements.	Complete	0	Sam	Sam.bise@practicaltek.com	22/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	778	TASK 778 – Build Income Statement	7	Build income statement from attachment	Complete	0	Dena	Dena.chance@practicaltek.com	23/09/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	779	TASK 779 -Custom Changes to Support Warranty Information	7	Customer needs custom changes to support warranty information. o Background/narrative: Customer sells parts that are warranted. Typical warranty is 1 year, but can vary. Warranties are categorized, they can be/but not limited to: “Hardware”, “Software”, etc… Customer will create a service contract entry for a warranty action. Customer reports issue and the part is under warranty – hence an action occurs – perhaps part replacement, etc.. Customer needs to know if a part is in or out of warranty when entering the service contract. Customer would like a view of identifying ‘who is expiring’ by date range. The date of when its determine if a part that was sold is in or out of warranty begins from the date for when its shipped.  In the part record check to see if there is a warranty area/tab. Confirm it has a way to set the parts warranty duration by number of days. • If it does not, add a field to the screen called Warranty Days: o This numeric value sets for how many days after the shipment a part is ‘in warranty’  In the service contract entry screen make sure there is a display of the FROM and TO date span showing the parts warranty period by the sales order line items ship date • From = (customers sales order line item ship date) • To = (from date + parts warranty days) o This from and to is informative to the person entering the service contract record  Create a new dashboard: • Ran by beginning and ending date range • Show records of sales order line item shipments for parts that have a warrant days duration <> 0 for product group = ERG only o Fields:  Sales order #, Cust name, Part #, Date shipped, part warranty days #, Warranty expiration date (Date shipped + part warranty days) • For any entries that are expiring in the next 30 days show those rows in yellow highlighting • For any entries that are expiring in the next 30 days show those rows in red highlighting Add customization that records the warrantry end date on the ship detail record.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	23/09/2016	Scott Kahn	215
General Formulations (Sparta, MI)	781	Task 781 – Sales Order Process Review	20	On the Master Pack Shipment Entry program, they would like to include another tab that has a two-tiered dashboard that would show all related Sales Order information tied to this Master Pack of different Pack ID’s. When a Master Pack ID has been entered, they should be able to click on this new tab with the dashboard and see the dashboard requirements described below.	Complete	0	Brandon	Brandon.chance@practicaltek.com	23/09/2016	Thomas Cheslek	214
Commercial Tool Group Inc. (Comstock Park, MI)	785	TASK 785 – Engineering Workbook Integration	7	Jeremy, We now have Epicor 10 loaded and functioning. We made the decision to move the service connect folder to a more neutral location instead of being buried under Epicor 9 sub-directories. New Service Connect path for the workbook export is: \\GOLIATH\job_data\Service-Connect-Input-Folders\EngineeringWorkbook\ We also added more fields to load into Epicor as you can see by the attached Newsample 9-22-16.csv file. I would like you to write a spec for updating our current service connect to retrieve from this directory, and with the additional fields added. We can also begin dialog on how to reference some of these new fields to Job Entry.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	26/09/2016	Don Vanderjagt	135
Diopsys Inc. (Beverly, MA)	786	TASK 786 – Epicor 10 Implementation Tasks for Sam Post Jim”s Visit	7	Epicor 10 implementation tasks for Sam post Jim’s visit – shaken out needs remaining to bring up LIVE. 24 tasks. Incomplete tasks that now need attention….in this order: (Sam’s list with Diopsys) (NOTE to Scott – many action items for PTS have already been added into our internal task system and assigned to resources – from the building of your balance sheet and income statement to reviewing your company & plant configuration to new reports and dashboards to many other needs based on my time onsite last week) Actions will be getting worked on a daily basis for various lengths of time for this project. Sam to… 1) Go over global alerts and see if the customer would like any of these turned on 2) Check a. FOB codes b. part classes – customer does not want to allow negative QOH c. buyers – setup ok? d. sales territories e. ship via f. customer groups – explain what these are, benefits and add g. with customer and ask Scott if the LIVE company has been setup as a shell and post me h. shifts, add if not there even though no production i. the master production calendar – setup anyway even though there is no production – train Scott on its use and that it should be populated once a year j. to make sure 1 bin is for each warehouse k. supplier groups 3) Add employees 4) Check reason codes – mainly for stock adjustment 5) Add manager as a buyer for backup buyer 6) Explain the use of BAM’s and discuss if any of these would help Scott 7) Confirm with Scott that he has set the AP and AR aging report styles – if not or if not sure, create a BT task for Dena to go over this with Scott 8) Add 1 backup power user – see page 50 of: P:\_All_Epicor_Versions-Technical\New installs & upgrades\_New Installs\___Project Action Items\8 (setups)\A In TEST\E (Comp setup – Implementation Checklist)\Epicor 9\ Master new implementation checklist.doc 9) Email Scott for Diopsys to setup a training lab/room with as many computers with access to Epicor as possible based on the user base who will participate in the CRP (perhaps in your case max of 7 workstations would suffice) a. Test/war room setup b. Ensure a printer exists in this room 10) Email Scott that each of his team members need to grab 6 each of each transactional area for entry and testing a. In other words, customer is to obtain the 6 most challenging paper/historical transactions of mission critical business workflow items for entry and testing – for example the most completed 6 sales orders. 6 complex customer records if not entered, 6 complicated purchase orders for entry and so on. Have each of these sample script sets handy for entry during the CRP 11) Ensure there is a backflush job that is setup to run reoccurring 12) Cross check all setup file templates against the requirements listed in these 2 PTS excel files…at: a. P:\_All_Epicor_Versions-Technical\New installs & upgrades\_New Installs\___Project Action Items\8 (setups)\A In TEST\A (Field setups) to the current condition of the customers environment to identify anything that Diopsys needs to setup/populate b. 13) Cross check all setup file templates against the requirements listed in these 1 PTS excel files…at: a. P:\_All_Epicor_Versions-Technical\New installs & upgrades\_New Installs\___Project Action Items\8 (setups)\A In TEST\C (Master records) b. i. to the current condition of the customers environment to identify anything that Diopsys needs to setup/populate 14) Confirm if Diopsys is copying static/master records from TEST to LIVE or if they want PTS to do this a. If PTS, post Brandon i. The problem is going to be that Diopsys started transactions after the setups were done removing our ability of grabbing the snapshot pre transactions – so he’ll have to do special DMT’s b. I think that we might want to consider manually setting up LIVE in a controlled fashion i. Keep me posted – I can drive this after you discuss with Scott 15) Oversee the implementation issue log template entries a. P:\_All_Epicor_Versions-Technical\New installs & upgrades\_New Installs\___Project Action Items\10 (Post setup – UT)\B (Issues) 16) Stress test the system with a scheduled hammering out of transactions all at the same time to identify if there are any performance issues significant enough to delay the GO LIVE 17) Schedule the CRP – execute the activities: P:\_All_Epicor_Versions-Technical\New installs & upgrades\_New Installs\___Project Action Items\22_(CRP) a. b. Use these scripts as a guideline: P:\_All_Epicor_Versions-Technical\New installs & upgrades\_New Installs\___Project Action Items\22_(CRP) c. d. Educate the POC/students as to the objectives of the CRP: P:\_All_Epicor_Versions-Technical\New installs & upgrades\_New Installs\___Project Action Items\22_(CRP) i. 18) Schedule – Dena go over the AR invoice loading procedure: P:\_All_Epicor_Versions-Technical\New installs & upgrades\_New Installs\___Project Action Items\24 (PRE GO LIVE)\A\Epicor 10 a. Also the AP open load entry procedure as well. i. 19) Make sure the customer has test printed AP check printing. Sam to schedule. Dena is the contact with any questions or issues 20) Execute month before cutover check list here: P:\_All_Epicor_Versions-Technical\New installs & upgrades\_New Installs\___Project Action Items\24 (PRE GO LIVE)\B a. 21) Execute GO LIVE check list template here: P:\_All_Epicor_Versions-Technical\New installs & upgrades\_New Installs\___Project Action Items\24 (PRE GO LIVE)\C a. 22) Communicate PTS GO LIVE weekend schedule, triage issue handling, who is to be seen for issues (me, you and Dena onsite) a. P:\_All_Epicor_Versions-Technical\New installs & upgrades\_New Installs\___Project Action Items\26 (GO LIVE)\A 23) Maintain the Implementation issue log template 24) Post all PTS dev team to move all development items from TEST to LIVE 1 week prior to GO LIVE	Complete	0	Sam	Sam.bise@practicaltek.com	26/09/2016	Scott Kahn	215
General Formulations (Sparta, MI)	790	TASK 790 – Have the PO Number and Sales Order Number Appear in the BOL	20	Customer would like the PO # and Sales order # to show up on the attached report in the marked location – SSRS What I would like your help with is adding Customer PO Number and Sales Order Number to this report. Neither of these field is in the BAQ/RDD.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	28/09/2016	Brad Buettner	214
Diopsys Inc. (Beverly, MA)	791	TASK 791 – Specific Files-Data Need Copied From TEST to LIVE	7	Will need specific files/data copied from TEST to LIVE. Check with Jim for timing. This is kind of a DMT thing it sounds like but Jim hasn”t really said so I will talk to him about it more later on when I get to this task. He is talking about working on it in Mid November as of 10/13/16. First step is for you to put a plan together as to how you would only copy specific information from the TEST environment to the LIVE environment. I don’t remember how we’ve done this before. Test is getting setup, but we are getting close to its master records information to being ready to be ported over to LIVE. Master records as in customer, supplier, part, etc… Do you have a list of the typical data that gets copied up to LIVE and how that’s done?	Complete	0	Brandon	Brandon.chance@practicaltek.com	28/09/2016	Jim Chance	215
Diopsys Inc. (Beverly, MA)	793	TASK 793 – Develop a Device Profile – custom serial # search window button	7	Customer has a custom application that Epicor developed for them called Device profile. Customer needs the following enhancement added to it: You would like the following button and its feature added to the existing device profile application: a. Add a button to the existing device profile application that would allow for the following searches: i. Search window lookup logic: 1. Need a search window for customer ship to’s button that would allow for looking up by: 2. > Doctor = customer ship to contacts 3. > Customer ID 4. > Customer name 5. > Site ID number 6. > Ship to ID number 7. > State 8. > Sales territory / region	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	30/09/2016	Scott Kahn	215
Atlantic Industrial Technologies (Shirley, NY)	795	TASK 795 – New Project Entry Screen Customizations-Dashboards	7	New project Entry screen customization/dashboard Image is in task folder- read the full email.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	03/10/2016	Thomas Ferrara	220
Polyportables (Dahlongea, GA)	796	TASK 796 – Zero Unit Prices	7	This task was originally part of TASK 728. It was extracted from 728 because the requirement simply became too big. When this was a part of TASK 728, the original quote for this specific requirement/task was, MIN: 11 MAX: 18. That is why I added that min/max here, and subtracted those values out of TASK 728 (this was done on 10/4/2016). This MIN/MAX can undoubtedly change for THIS task because the user has added stuff to it. POC was notified of this as well. So the 11/18 min/max can, and probably will, go up. For TASK 728, however the subtraction of 11 from in and 18 from max still stands. BEFORE this task was split off from 728, i had EXACTLY 6.75 (actual) hours billed against THIS task. The amount of work executed though was well beyond 6.75	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	04/10/2016	Ben Burford	191
Diopsys Inc. (Beverly, MA)	797	Task 797 Epicor 10 SysAdmin Course	7	perform sys admin course	Complete	0	Brandon	Brandon.chance@practicaltek.com	05/10/2016	Chance Finley	215
Flowsafe	802	TASK 802 – Multi Co Process/Configurator/Other Issues	1	Our main issue, but not only issue, is the Multi-co process not working properly. This issue is causing many stops within our work flows and documentation processes and ultimately causing delays in weekly, monthly, and year-end reconciliations and reporting. I have attached the latest communication data inquiries with Epicore that are currently being reviewed for the correct fix. If other information is needed for this topic, we can get an understanding from you on Thursday. Another major topic we will need to discuss is our Configurator that was designed and programmed by ComTec Solutions within the Epicore environment. We will need to understand that PTS can support this module and supply services as needed. I have also attached a list of other issues we have been working on with ComTec Solutions. Some of these are high priority and some are not. Other areas where services are needed are on-going training, designing and building dashboards as needed, building reports as needed, etc., etc.	Complete	0	Jim	Jim.chance@practicaltek.com	11/10/2016	David Lehman	222
UFP Technologies	803	TASK 803 – New Label Development	7	The following is a .pdf from our helpdesk system requesting the development of a new label: http://helpdesk.ma.ufpt.com/staff/index.php?/Tickets/Ticket/View/77936 I’ve also attached some Code 128 “How-to” notes, which indicate how to generate Code 128 barcodes using our internal code generation engine.	Complete	0	Chance	Chance.finley@practicaltek.com	17/10/2016	Doug Ridge(nl w/ cmp)	224
Unique Sports Products (Alpharetta, GA)	804	TASK 804 – General GO LIVE Preparedness System, Company and Plant Wide Audit	50	General GO LIVE preparedness system, company and plant wide Audit.	Complete	0	Sam	Sam.bise@practicaltek.com	17/10/2016	Mike Niksich	221
Unique Sports Products (Alpharetta, GA)	805	TASK 805 – Roadmap to Going Live	50	Customer would like full assurance they are on the right track for a GO LIVE Similar task to the other one in the task system for this customer pertaining to an audit; however there are some additional specifics listed below – Roadmap to going live – Check and test financials setup – Test order to cash cycle Perform once on your own and then with the customers/SME’s/POC’s – Consulting that is necessary to fix issues that are found – For this one…coordinate with Brandon – explain/oversee/verify/lead this: Help setting up and moving to a production database, would like to preserve Purchase Order live data and history that is current in an E10Test database.	Complete	0	Sam	Sam.bise@practicaltek.com	17/10/2016	Mike Niksich	221
Unique Sports Products (Alpharetta, GA)	806	TASK 806 – Audit System Hardware and Database Setup	50	Audit system hardware and database setup	Complete	0	Brandon	Brandon.chance@practicaltek.com	17/10/2016	Mike Niksich	221
Commercial Tool Group Inc. (Comstock Park, MI)	807	TASK 807 – PO Entry Application Needs Code Updated in C# for E10	7	PO Entry application needs code updated in C# for E10 This task is not working in Epicor10. This task is the one that is in PO entry, the code was written to click the Get All Default GLs button.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	17/10/2016	Scott Henkel	135
Morton Manufacturing	808	TASK 808 – BAQ	7	The specific UI is Epicor.Mfg.UI.Rpt.BAQReport.BAQReportForm . It is a standard custom baq with job and labor info that has been pulled into a new custom baq report. The field that will be required for the user is ReportParam.field1, the standard option field added to a custom baq report form. The job number can be anything alphanumeric and we also use dashes – but we need to pop up an exception error if they try to generate/preview/print the report without typing something into ReportParam.field1. We don’t want the users to accidentally retrieve all records.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	17/10/2016	Craig Nelson	226
Polymer Technologies Inc. (Newark, DE)	809	TASK 809 – Audit of Go Live Readiness agaonst Live PMP Company	20	Do a thorough audit of your GO LIVE readiness against your LIVE PMP company. I will analyze, report findings/issues and fix where appropriate – you will know about my change. In cases where I cannot make the change/fix you will be posted in the report findings for company PMP in your LIVE environment only for this pass.	Complete	0	Jim	Jim.chance@practicaltek.com	17/10/2016	Jarrad Prybutok	208
Unique Sports Products (Alpharetta, GA)	811	TASK 811 – Automate Shipping Process	7	: Can certain shipping process steps be automated? Instead of looking at the whole process, maybe we can start with just the first bottleneck in Ship Entry? I believe the process is quite set, the maps send the orders in one way and they need to be entered in Ship Entry, I don’t believe there’s an alternative to that. I’ve been through the whole order entry and shipping process with Epicor’s Director of EDI and one of their shipping experts, we set it up the way they recommended. Can we start to explore the possibility of automating just these first steps in the process?: 2. Ship Entry: a. Create a “Pack ID” for each store order b. Use “Ship-All” to ship all items on the order c. Assign a Legal Number (UCC/SSCC code) d. Print the Packing List (or a modified Pick List)	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	17/10/2016	Mike Niksich	221
Storch Magnetics	814	TASK 814 – Task One -Time BAQ Need	50	Note from Jim to Sam…..See if you can work this in next to spec up. Then pass to Jeremy to assign in person to expedite. See email attachments for input to your spec. *THIS IS A PREMIUM SERVICE LEVEL REQUEST* Desc: One-time baq need. 1.5 for spec composition time. Will not be added to a menu. 4 to 6 hours for coding, technical unit testing, technical volume testing, communications: emails, phone calls, join.me, small adjustments, remoting to your system, connection, submission for UAC and deployment. Here is the information for the report we need. As you can see it is a very simple report with only two columns. Let me know if you have any questions. What do we need to do to give you access to our Epicor data? Can you please give me an estimate for the cost and timing? (We are under time pressure.)	Complete	-1	Jeremy	Jeremy.chance@practicaltek.com	18/10/2016	Jos Timmermans	204
Solix (Parsippany, NJ)	817	Task 817 – Review of a BAQ for Returns Invoices Subject to Late Payments	7	BAQ to pull in late or unpaid invoices for the PAUSF company. See spec for logic. This is the first of four BAQ”s that need created for Solix. Once for each company because they will all have different rates for the selected invoices. Note from Jim to Sam – take a quick cursory review of this and respond to POC if you notice any issues. No need to spend time copying/pasting into a spec if this is close. However if you notice something add commentary for PTS development. Set Jeremy to assign when you are done. Desc: Attached is my attempt at a functional spec for a BAQ that returns invoices subject to late payments. I’ll leave it as is as the spec should stand on its own. Of course it probably doesn’t because specs are not my strength. Take a look and perhaps it’s time to setup that call with one of your folks to review it and let me know what I’m missing. The Excel file is a sample of the output we get from our current Enterprise systems.	Complete	0	Chance	Chance.finley@practicaltek.com	18/10/2016	Kevin Taylor	225
Polymer Technologies Inc. (Newark, DE)	818	Task 818 – Product groups and part classes	20	 Assistance with product groups  Assistance with part classes	Complete	0	Jim	Jim.chance@practicaltek.com	19/10/2016	Jarrad Prybutok	208
Unique Sports Products (Alpharetta, GA)	820	Task 820 – Onsite BPR – End To End	50	Onsite BPR (Business Process Review) – end to end / QTC – end user/SME interviewing a. Outcome is an issues findings and recommendations summary report b. I envision this to take 2 full onsite days i. Travel expenses would apply per the engagement	Complete	0	Jim	Jim.chance@practicaltek.com	19/10/2016	Mike Niksich	221
Diopsys Inc. (Beverly, MA)	821	Task 821 – Campaign to Sales Category BPM	7	Diopsys is going to enter “sales categories” and they are going to create one for each Campaign. When a campaign is selected in Sales Order Entry on the Line level, they want a BPM to autofill the sales category based on the Campaign the user enters. See task folder for pictures in the BrandonCTask notes.	Complete	0	Brandon	Brandon.chance@practicaltek.com	20/10/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	822	Task 822 – Add Sales Category Dropdown to AP Invoice Entry	7	Add the sales category drop down selection in the AP invoice entry line screen.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	20/10/2016	Scott Kahn	215
Diopsys Inc. (Beverly, MA)	823	Task 823 – SSRS Report Campaign Totals	7	Write up a dashboard or report that shows the following totals by campaign: 1. Sales $, Customer, Job Costs, Gross Margin, Expenses	Complete	0	Chance	Chance.finley@practicaltek.com	20/10/2016	Scott Kahn	215
Fenner Dunlop (Port Clinton, OH)	825	Task 825 – Create An Updateable Dashboard	7	Create an updateable dashboard Note from Jim: See spec for details	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	21/10/2016	Chris James	146
Polymer Technologies Inc. (Newark, DE)	826	Task 826 – Review the Cycle Count Setup in PMP Test Co.	20	Dani our Materials Manager would like to review the cycle count set up in our PMP test company with the most appropriate member of your team.	Complete	0	Jim	Jim.chance@practicaltek.com	21/10/2016	Danielle Charron	208
Atlantic Industrial Technologies (Shirley, NY)	827	Task 827 -PO Form Text	7	Note from Jim: Customer asks…We want them to automatically appear when we generate a purchase order for that supplier. Please advise if EPICOR already has functionality for this. Contact Sam about this before changing report. Desc: PO form text We have a need to alter a crystal report: \\ait-epicor\Epicor905\Server\reports\CustomReports\POForm-AIT.rpt Our need is to have a supplier specific text show up in purchase orders that we produce for that supplier. For example, all of our purchase orders to ABC company should say “Must test per specification xyz”. Right now, we have to remember to paste in these supplier specific clauses (text) into each purchase order as we generate them. We want them to automatically appear when we generate a purchase order for that supplier. Please advise if EPICOR already has functionality for this. We thought that we could use the VendorDetail.Comment field for this function. Once the text is in this field, it will automatically appear in all PO’s to that supplier.	Complete	0	Brandon	Brandon.chance@practicaltek.com	21/10/2016	Thomas Ferrara	220
Phoenix Stamping Group LLC (Atlanta, GA)	828	Task 828 – Piece Rate Table Data/Logic Corruption Problem	20	Piece Rate table data/logic corruption problem (may need to involve Jim – involve me as needed/accessed by PTS tech) – *AND* fix their existing snap shot dashboard. ******information from customer is in the task folder**********	Complete	0	Brandon	Brandon.chance@practicaltek.com	21/10/2016	Scott Dacus	230
Polymer Technologies Inc. (Newark, DE)	830	Task 830 – Set Up Income Statement in PMP Live Database	20	Set up our income statement in the PMP LIVE database per the attached template example? You can overwrite the one I began working on already.	Complete	0	Dena	Dena.chance@practicaltek.com	24/10/2016	Jarrad Prybutok	208
Flowsafe	831	Onsite BPR – Flow safe – 11/9 & 11/10	7	Onsite BPR – Flow safe Ask for Ryan and/or Dawn when you arrive. Flow Safe, Inc. 3865 Taylor Road Orchard Park, NY 14127 USA	Complete	0	Jim	Jim.chance@practicaltek.com	24/10/2016	David Lehman	222
Flexible Technologies Inc. (Abbeville, SC)	832	Task 832 – Customized RMA Form	90	Task is being developed in older test box as that is where it started. .13 box Please see the attached for information regarding the RMA form we will need customized. See task folder for RMA information	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	25/10/2016	Matt Price	211
General Formulations (Sparta, MI)	833	Task 833 – UOM Set Up	20	We could use some assistance with part UOM setup in Epicor 10. Specifically we would like to use the Part UOM conversion program to change some parts to a part specific UOM and are having trouble. Do you have a resource who could WebEx and help us out?	Complete	0	Sam	Sam.bise@practicaltek.com	26/10/2016	Brad Buettner	214
Western States Machine Company	835	Task 835 – AR Invoice Form Error After Upgrade	50	When I tested our AR Invoice forms (custom) with our Test environment (Jarad actually helped me get them set up), they worked fine. Now after I have upgraded, I am getting an error. First, I got the usual errors on column lengths, etc. and went thru and excluded all of those. ***SEE ATTACHMENT IN TASK FOLDER Then I ran into this one. I have took it as far as I can I think. Can someone log in and see what they think it may be? I am holding up Invoicing of course. 	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	26/10/2016	Angie Turner	217
Solix (Parsippany, NJ)	838	Task 838 – INUSF BAQ	7	BAQ for late, unpaid invoices per the INUSF company. See spec for more info.	Complete	0	Chance	Chance.finley@practicaltek.com	27/10/2016	Kevin Taylor	225
Solix (Parsippany, NJ)	839	Task 839 – VTUSF BAQ	7	See spec in task folder	Complete	0	Chance	Chance.finley@practicaltek.com	27/10/2016	Kevin Taylor	225
Solix (Parsippany, NJ)	840	Task 840 – DCUSF BAQ	7	See spec	Complete	0	Chance	Chance.finley@practicaltek.com	27/10/2016	Kevin Taylor	225
Polymer Technologies Inc. (Newark, DE)	842	Task 842 – Kanban Receipt Screen Customization	20	NOTE: Customer requests a budgetary min/max estimate. Sam to spec, obtain user sign off on spec, then obtain quote from Jeremy. Sam to send estimate to Jarred and follow-up on to see if he approves the task to go to development. If he cancels close ST. If he approves it, update ST entry with min & max hours and change ST to Jeremy to assign. Desc: Kanban receipt screen enhancements in PMP test company only	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	27/10/2016	Jarrad Prybutok	208
General Formulations (Sparta, MI)	843	Task 843 – Ship Via on MPS Customization	20	Customize the Master Pack Shipment screen to give their shippers the ability to change the Ship Via option. When they create Sales Orders, the users in Customer Service don”t always know the best routes or have all the necessary information to choose the best route or Ship Via, this is why the shippers want to be able to manage this area.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	31/10/2016	Thomas Cheslek	214
Pickwick Manufacturing Services (Cedar Rapids, IA)	844	Task 844 – Upgrade from 8.03.4409c to Latest 10.1	50	: Customer is upgrading from 8.03.409c to the latest of 10.1 • On Progress • Needs PTS to install, setup, configure SQL • Need PTS to send hardware recommendations for sizing • 7.4gb database • Attachment is project upgrade list – FYI • Need to setup appserver • Need to migrate data from 8.03 to 10.1 box • Require PTS expertise to setup new hardware • On openedge 10.1. B • Check to see if an upgrade from 8.03 to 10.1 exists, if not, check to see if you have to upgrade to 9.04 then 9.05 then 10, then 10.1 • Ask the customer if they will require on-call or weekend support for their GO LIVE o If yes, post Jim so that he can explain out weekend support o If not, no need to post Jim • Run database conversions • Run workbench conversions • Run all payroll upgrade steps – customer is on payroll • Determine how many passes they want, 2 – one now/at the beginning and one at GO LIVE; or if they want 3 • Customer wants Enterprise search setup, configured and taught on its use • Customer wants Social setup, configured and taught on its use • Customer wants the following databases/app server setups: TEST, LIVE/production, Training/Demo o Does not want PILOT • PickWick does not have a local admin o PW wants PTS to assume this role o PW does have an outside service hardware infrastructure business who does basic admin for them  PTS to contact this company as requested by PW POC • Customer has MES – 43 clients o PTS to install all MES and other clients with E10  No admin onsite – offer this service please • 100 hours for this, very detailed involvement, extra ordinary assistance – above and beyond the call of duty help – PTS filling the complete ADMIN role here	Complete	0	Brandon	Brandon.chance@practicaltek.com	05/11/2016	Bob Moore	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	845	Task 845 – Upgrade Technical Review	50	Pickwick is upgrading from 8.03.409c to 10.1. The following are technical assessments and summary reports that must be performed.  PTS to examine customers environment for o Any progress ABL code and advise the customer of the instances, explain what its doing and that it has to be converted for 10.1  Research, list, contact customer, explain and ask for direction. Then PTS to obtain approvals for any/all of the above work and add to ST o Are there any existing customizations?  Research, list, contact customer, explain and ask for direction. Then PTS to obtain approvals for any/all of the above work and add to ST o Are there any Crystal ODBC reports?  Research, list, contact customer, explain and ask for direction. Then PTS to obtain approvals for any/all of the above work and add to ST o Does the customer have any Crystal reports they wish to be converted to SSRS?  Or are they going to have us port over them to 10 as Crystal?  Research, list, contact customer, explain and ask for direction. Then PTS to obtain approvals for any/all of the above work and add to ST o Examine all existing BAQ’s  Research, list, contact customer, explain and ask for direction. Then PTS to obtain approvals for any/all of the above work and add to ST o Examine all dashboards, BPM’s and BAM’s  Research, list, contact customer, explain and ask for direction. Then PTS to obtain approvals for any/all of the above work and add to ST Jimhrs are very rough and do not include any spin off ST’s that you might determine with the customer during your analysis.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	05/11/2016	Bob Moore	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	846	Task 846 – Upgrade to 10.1 Confirmation , Consulting, Training for Payroll	50	Customer is upgrading from 8.03 to 10.1 and needs help, confirmation, consulting, possibly setup and training for Payroll. • Examine system after Brandon has the Database up • Access state and condition • Check all setups – deductions, rates, etc.. • Compose a list of needs: o Missing setups o New procedures o Yellow or red flags • Offer time to address the list of needs with the customer and guide testing	Complete	0	Dena	Dena.chance@practicaltek.com	05/11/2016	Bob Moore	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	847	Task 847 – Multiple Needs for Upgrade	50	Upgrading from 8.03.409c to the latest 10.1. Multiple needs:  Introduce yourself as one of the consultants and the eventual project manae (DONE)  Provide a kick off mtg. based on the kickoff doc with milest (DONE)  Ask the customer what do they want/require out of the new version – save these notes to a special project location for all to see/know about o I heard him mention excitement about using Excel to get Epicor data and MS Office integration. Needs defined by yo. (DONE)  Start discussing and selling training – get them to agree to as much training as possible – full blown end to end. How long has it been since any training. (DONE) O Include emphasizing the changes since 8.3 (DONE) o Start building a list of training subject (DONE)  Include payroll – they have Epicor payro (DONE) o Get to a list of approved courses/subjects and starting entering new ST’s for me, you and Dena to provide traini (DONE) o Layout a time-line/plan of providing training post Brandon’s steps – he’s setting up the environen(DONE) o Include in your training to go over the changes from 8 to 9 and 9 to 10 doc’s/power point slides  This task includes project management time o Setup a weekly – best day of the week for you and Bob Moore to discuss the typical agenda subjects (like we did with Diopsys)  CC me at the beginning(Bob said there wasn’t any need to have a weekly meeting) o Use this to determine if/when an onsite visit is worthwhile, etc…  Cross check against all project action items list throughout the duration of this project – identify what’s needed; less with an upgrade than a new install – manage and create ST’s as required  They have no project manager – you are it  Sell – Perform a BPR onsit (DONE)  Perform a plant and company configuration revie (DONE)  Sell your service of identifying GAP’s onsite and schedule/book I (DONE)  Sell them the benefits of APM – demonstrate/discuss/join.me – really go with this. Ask them if they bought it w/ their 10.1 upgrade from Epicor (DONE, doubt they bite on any of them. They didn’t seem to interested) o If they want it, then create an ST for Brandon to download/install/setup/configure APM o And identify what forms they want to work with APM – invoice, sales acknowledgement, etc… see me if you don’t know all of them  Once you know, create ST’s and send the task to Jarrad for him to queue up  Present/sell them the UPS/FedEx with Epicor interface that we hav (RYAN TO CONFIRM THEY ARE USING THE APPS)  Show/present/sell them our sample of dashboards in a min dashboard presentation join.me session and see if you can get him interested in any – and if so, send me that list and I’ll get you quotes WE DON’T HAVE THESE ON OUR WEBSITE ANYMORE…	Complete	0	Sam	Sam.bise@practicaltek.com	05/11/2016	Bob Moore	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	848	TASK 848 – Financial Training, Confirmation of Procedures for 10.1 Upgrade	50	Customer has financial training, confirmation of procedures needs for their 8.03 to 10.1 upgrade  Offer training – full end to end  Bring up/support/test payroll o They have PR now, so after Brandon sets up their new server that data will come over o Training needs o Testing needs  Determine with Bob when their first month end support date will be o Schedule availability  Present the 8 to 9 finance differences and the 9 to 10.1 document PowerPoint differences as well  Contact the user and identify through discussions if they have any special financial needs  Determine if they need a custom 10.1 income statement and balance sheet built	Complete	0	Dena	Dena.chance@practicaltek.com	05/11/2016	Bob Moore	152
Western States Machine Company	849	TASK 849 – Modify Epicor Cycle Count Tag	50	Desc: Customer needs custom inventory card: “I am attaching 3 files: 1 describing the request, 1 showing an example of an inventory card from our old system, and the final document is a markup of what we would like our Epicor system to print for Inventory tags.” NOTE: PREMIUM level service Need. Task supercedes everything else in queue. Task needs to be spec”ed and developed.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	07/11/2016	Angie Turner	217
Atlantic Industrial Technologies (Shirley, NY)	851	Task 851 – Altering Job Pick and Job Traveler	7	crystal report alteration. This will be called “Altering Job Pick and Job Traveler” Here are the details:  Altering Job Pick Report o We would like an option (or a filter) for the report to only show material with an on-hand value >0 o We would like it sorted by BIN #  Altering Job Traveler Report o Title on each page (example “Seq No. Find Number Part Number.. etc on each page that has Raw Material components) o Sort in Find number order… we use find numbers similar to this 001, 002, 002.1, 002.2, 003 o Kill column Rel. OP o Kill column Whse o Spread out description (too cramped) o Need a column title for UOM	Complete	0	Brandon	Brandon.chance@practicaltek.com	08/11/2016	Danielle Kanaby	220
Taylor Technologies (Sparks, MD)	853	Task 853 – Backorder Report	7	PTS is to develop a basic “Backorder Report” that shows: Part Number, Part Description, Quantity on Backorder, Customer Name and Customer Order.	Complete	0	Chance	Chance.finley@practicaltek.com	09/11/2016	Steve Gorsuch	223
Taylor Technologies (Sparks, MD)	854	Task 854 – Job Firming Dashboard	7	PTS to develop a custom updateable dashboard that would allow the user to pull in ONLY unfirm jobs coming from Sales orders. Once they have those unfirm jobs in this list, we need to give them the ability to FIRM these unfirm jobs using a Firm column checkbox update. Also, include updateable columns for Engineered and Released as well. (Taylor Tech has requested a quote on amount of time to complete.)	Complete	0	Brandon	Brandon.chance@practicaltek.com	09/11/2016	Steve Gorsuch	223
Taylor Technologies (Sparks, MD)	855	Task 855 – Work Queue Dashboard	7	PTS is to develop a custom dashboard that would be a reflection of the Work Queue program in MES. The goal of this dashboard is to color coordinate any rows that have all components ready in green and any rows that are still waiting on parts to begin that resources operations in red. Basically, a quick view for them to identify if they can begin production on any given job or if they are going to be waiting on production of components to finish in another department. (Quote Required for this task)	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	09/11/2016	Josh Mauler	223
Phoenix Stamping Group LLC (Atlanta, GA)	856	TASK 856 – HMLV Customizations	50	Create spec and develop solutions for HM/LV project Jim, I am also looking to get a quite on one of the projects that predates me. It is called HMLV which stands for High Mix Low Volume. Some of the work has already been completed on the project, specifically most of the graphics have been added to the pages in Epicor, but they don’t do anything, there is no data connection to make it work. I assume we will have to create some SQL views, tables, etc. Maybe a Dashboard or two to get this going. What I have sent you is raw, It’s all the paperwork I have on the project. The PowerPoint is actually a good explanation but again I would like to get a call together with one or two other people here to answer questions.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	10/11/2016	Scott Dacus	230
Polymer Technologies Inc. (Newark, DE)	857	Task 857 – Multiple PMP Test Issues	20	Multiple PMP test issues to research and provide consulting on. Dana has been doing some testing in our PMP Test data base and ran into the below issues. I linked the part in the highlighted line to the proper Product Group and GL Code, but the rest of the items I could use some support in reviewing and possibly fixing. How might you recommend we proceed, review as team via webshare or just let you go in and review and fix? Anything we tweak in Test will need to be updated in Live.	Complete	0	Jim	Jim.chance@practicaltek.com	11/11/2016	Dana Turnbull	208
Avis Industrial Corporation (Upland, IN)	858	Task 858 – Supplier Fax Number on PO”s-PO Order Form Modifications	20	Supplier Fax Number on POs / Modifications to Purchase Order Form – see form in Task folder.	Complete	0	Chance	Chance.finley@practicaltek.com	15/11/2016	Karl Goy	200
Polymer Technologies Inc. (Newark, DE)	859	Task – 859 Chart Of Acct Segment & Misc Invoice Issues	20	1. Chart of Account segment -02 not on G/L report but shows on the Chart of Account Report and also noted it shows in the A/P G/L transaction data. a. Asked Dena to contact Dana regarding this comment 2. Invoice 10000 & 10001 were created by “Miscellaneous” this would not allow the invoices to print w/ all the billing data. Dani and I believe this was due to invoice needed to be created as “Shipment” but wanted to note. a. Asked Dena to contact Dana regarding this comment	Complete	0	Dena	Dena.chance@practicaltek.com	15/11/2016	Dana Turnbull	208
Polymer Technologies Inc. (Newark, DE)	860	Task 860 – Review PMP Setups in Test-COS	20	If I wanted someone on your team to review our set up in the PMP test company to determine why our cost of sales are not showing up as identified in the attached financial report,	Complete	0	Dena	Dena.chance@practicaltek.com	15/11/2016	Jarrad Prybutok	208
Atlantic Industrial Technologies (Shirley, NY)	861	Task 861 – Modify Invoice Form	7	We would like to modify our Invoice Form. We often send invoices that are milestone billings. Our report is called “AIT Modified Invoice” 1) On Milestone invoices, there appears the word “Milestone billing”. We wish to have the contents of the field “ProjectMilestone.Description” populate in this area instead of the word “Milestone Billing”. 2) As a side note, the text field next to “Ship Via” is too small. Often, when it is populated, it over-runs to the next line. 3) See attached for example.	Complete	0	Brandon	Brandon.chance@practicaltek.com	15/11/2016	Danielle Kanaby	220
General Formulations (Sparta, MI)	863	TASK 863 – Default Weight	20	Default the weight field in Master Pack Entry using the SUM of each individual Pack associated to the Master Pack Record.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	17/11/2016	Thomas Cheslek	214
Kadant Black Clawson	864	TASK 864 – Invoice Processing Service Connect	1	Service Connect Solution needed to integrate KBC”s DMS system and Epicor. DMS will generate flat-files that SC will use to CREATE Invoice Groups with Invoices and their Invoice Lines.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	17/11/2016	Nancy Gary	166
General Formulations (Sparta, MI)	865	Task 865 – BOL Changes	20	Customize the BOL Entry screen to include a search filter by “Sales Order Number” to reveal associated Pack ID”s or Master Pack ID”s.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	18/11/2016	Thomas Cheslek	214
Diopsys Inc. (Beverly, MA)	866	Task 866 – Parts List BAQ	7	Develop a BAQ with all the fields he provided in an excel sheet so that they can compare what they have in the system right now vs what”s in their legacy program for accuracy.	Complete	0	Chance	Chance.finley@practicaltek.com	18/11/2016	Sal Virruso	215
Phoenix Stamping Group LLC (Atlanta, GA)	867	Task 867 – Sharepoint PSWD Change-MES Stopped Working	50	We were forced to change the password of out SharePoint server. In the MES side of things there are two links that stopped working. I called Epicor and they we less than useful. I assume we can get the buttons working again if I knew how to edit the MES screen and find the connection to the server and correct the password. Is there a way we can get this on the schedule today, it probably wouldn’t take more than an hour for someone that knows what they are doing.	Complete	0	Brandon	Brandon.chance@practicaltek.com	21/11/2016	Scott Dacus	230
Unique Sports Products (Alpharetta, GA)	868	Task 868 – Onsite Customer CRP Support E10 & Training/Support	50	Number 1) Onsite customer CRP support E10 2 days. Training/support, 5-7 hrs. AR on 12/29 Training/support, 4-6 hrs. GL on 12/30 (including reverse journal entries, month end, yearend) Number 2) GO LIVE onsite support General financial support on 2/1 and 2/2	Complete	0	Dena	Dena.chance@practicaltek.com	21/11/2016	Mike Niksich	221
Unique Sports Products (Alpharetta, GA)	869	Task 869 – Contact Jim About Customer- Reach Out To Customer to see if additional topics need to be taught etc	50	Desc: Contact Jim about customer. Reach out to customer. Confirm if he wants any other topics taught. Etc… the usual CRP prep stuff. Number 1) Onsite customer CRP support E10 2.5 days. Consulting, 16 hrs PTS Epicor <-> UPS/FedEx interface on 12/28 & 12/29 in ATL Training, 3 hrs. Tips & Techniques course on 12/30 in ATL Any general CRP support – transactions – usual	Complete	0	Sam	Sam.bise@practicaltek.com	21/11/2016	Mike Niksich	221
Unique Sports Products (Alpharetta, GA)	870	Task 870 – Review Cust Prod Grps and Part Classes	50	1. Review customers product groups and part classes. Check GL control codes in these areas. 2. Discuss and identify open data to load possibilities	Complete	0	Jim	Jim.chance@practicaltek.com	21/11/2016	Mike Niksich	221
Unique Sports Products (Alpharetta, GA)	871	Task 871 – Provide Packing Slip That Prints From Sales Order Entry	50	: Provide a packing slip that prints from sales order entry instead of from the shipment data. We’ve done this before for someone, you may need to dig some for whom. Solution would have been in Crystal. This needs to be an E10 SSRS solution. Customer needs to print packing slip before the customer shipment entry application processing step. Show user traditional output contents and obtain any changes. He will need to see warehouse and bin information for where all the part exists. Customer is going to use this packing slip to pick the material and fold/insert into a clear window that will be placed on the box/package at the later shipment step.	Complete	0	Chance	Chance.finley@practicaltek.com	21/11/2016	Mike Niksich	221
Unique Sports Products (Alpharetta, GA)	872	Task 872- Present WIP Capture Process Course Remotely	50	Present the capture WIP process course remotely.	Complete	0	Sam	Sam.bise@practicaltek.com	21/11/2016	Mike Niksich	221
Unique Sports Products (Alpharetta, GA)	873	Task 873 – UPS FEDX Interface trigger Freight Charge	7	: The PTS interface from Epicor to/from UPS & FedEx will exist. One data output from UPS or FedEx is the freight charge (See Sam or Jim for the source of this), when this information is received a process needs to grab that information and create a sales order line item record for ‘Freight Charge” – I’m pretty sure we’ve done this. Look in defibtech: R:\General Company Info\Domant Epicor Customers\_UnderPTS\Defibtech There is some sort of automated process that does this. Trigger is freight charge from UPS or Fedex. Once that happens a new sales order line item needs to be created for that charge so that when the invoice from the shipment occurs it’ll pick up the freight charge. Be sure to test this thoroughly.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	21/11/2016	Mike Niksich	221
Unique Sports Products (Alpharetta, GA)	874	Task 874 – Dick”s EDI Labels SSRS	1	Customer is currently printing several EDI labels for specific customers of theirs with specific label content and placement. They are generating these manually with bartender. You need to have them scan each variation and have them associate a customer name to each. Then create 1 SSRS solution for each. These labels print to a specific printer – special for bar coding, etc.. – you should be able to test print, however you need to obtain the dimensions of the label to change your output sizing to test on our printer. Ultimate final testing will have to be done by the user. User wants trained on how to develop these. I have pushed back on this. I’ve explained we don’t teach SSRS. Lastly, once these are completed, you need to ask the user where would they like to be prompted for printing these – likely at the time the print the packing list – add a checkbox/choice to print EDI labels. Also, a new checkbox should be added to the customer screen so that it can be marked as an EDI customer. This might already exist, please check. No EDI label print request should occur unless the customer is marked for EDI. In the case where you have more than one variation of an EDI label for the same customer please create another style/version.	Complete	0	Brandon	Brandon.chance@practicaltek.com	21/11/2016	Mike Niksich	221
PCI Gases (Riverside, CA)	875	Task 875 – Advanced AP Training Related to PO”s	8	We need some advanced AP training/tutoring as it relates to POs. We don’t believe we have been using and processing AP and PO transactions properly. We’re on Epicor 9.05.702A These are our primary areas that we need help with. PO Receipt of Goods 1) Received on the wrong PO line. Need to “reverse or unwind” the receipt and re-receive. 2) Received the part. Taken out of inspection to stock or to a job. Found a problem with the part. Returning it to the supplier to repair and reship back to us at no charge. How do we do the return and re-receipt? We know we are doing it wrong now. One method that we found that purchasing/receiving is doing wrong, is that they are scrapping the part, then modifying the PO to increase the quantity, then treat it as a another purchase at full value! AP Processing 3) On a PO part (or misc charge), process an unreceived goods line and/or an advanced payment for the PO. Subsequently, did a Receipt of Goods. PO is fully paid, but is still in status “Received Not Invoiced”. How to apply the advanced payment (and other type of prepayments) to the line item of the PO. 4) The correct way to process prepayments, advanced payments, etc. on a PO. Are we doing it right? We would like your most knowledgeable consultant with PO and AP and would like this very soon to help us clean up our Received Not Invoiced before calendar year end.	Complete	-1	Dena	Dena.chance@practicaltek.com	22/11/2016	Chris Campbell	235
Hubbardton Forge	877	Task 877 – Multiple APM Needs	10	Desc: Multiple APM needs. First priority is enabling fax capability. Note: Involve Brandon as required. Forms are in varying states of modifications, need to examine one by one. See documents in task folder.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	22/11/2016	Dale Carr	234
Hubbardton Forge	878	TASK- 878 Audit APM Environment	10	Desc: Audit APM environment. Note anything non-standard that is observed and post Dale Carr. Jarrad has new APM tasks in his queue to perform and the customer would like a review of their setups/settings/configuration of APM before Jarrad begins to ensure it looks like its setup correctly for best procedure.	Complete	0	Brandon	Brandon.chance@practicaltek.com	22/11/2016	Dale Carr	234
Storch Magnetics	879	TASK 879 – Storch Errors	50	“Storch started to get an error from Epicor today stating the server terminated unexpectedly. I had them print the error detail as a PDF and send it to me. I believe the users were trying to access customer history, as well as, enter new jobs.”	Complete	-1	Brandon	Brandon.chance@practicaltek.com	29/11/2016	Greg Lucot	204
Montana Metals (DesPlaines, IL)	881	Task 881- Create New Epicor 9 Crystal Rpt for Sales Backlog	1	Create a new Epicor 9 Crystal report using the attached layout/sort/grouping/etc… —see attachment in task folderPlease find attached the Sales Backlog report. • The report shows a past due amount of 7,235 pieces and $541,578 • Hamilton past due shipments are 2,470 pieces and $183,559 • Rockwell past due shipments are 2,308 pieces and $94,593 • Scheduled to ship today are 2,211 pieces and $68,837 • Hamilton shipments scheduled for today are 77 pieces and $10,582 • Rockwell shipments scheduled for today are 664 pieces and $11,950	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	30/11/2016	Mike Randall	231
General Formulations (Sparta, MI)	882	Task 882 – Remainder Label	20	Develop the functionality to allow the user to print a “Remainder Label” once they have issued materials to a job. They need this because they pulled a certain amount of material off a roll and still want to account for what remains on that roll.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	01/12/2016	Thomas Cheslek	214
Atlantic Industrial Technologies (Shirley, NY)	883	Task 883 – Develop an SCAR Report	20	Please develop a report for us called SCAR REPORT. Input: DMR # (we will search and select an existing DMR #) We want to print this form from the DMR Processing screen if possible. See email for additional infor and an example of what they want.	Complete	0	Brandon	Brandon.chance@practicaltek.com	01/12/2016	Danielle Kanaby	220
Polymer Technologies Inc. (Newark, DE)	884	Task 884 -Join.me Order to Cash	50	: Schedule this event remotely to start on 12/22 at promptly 8 AM until 12/Noon. Customer will be emulating the QTC process – your role is to confirm they perform all of the typical QTC process – and to help the customer with any findings, issues or problems that surface and lastly to confirm best practices. Do what you can to immediately resolve the customer issue; and anything that remains at the end email to Jim for me to pick those particular non resolved issues to me immediately after you conclude for Jim to pick up. If you finish early this is still a billable 4 hour event. Desc: I just wanted to confirm that you have time for the below 12/22 joinme, for four hours starting at 8:00 am? Thank you, Jarred	Complete	0	Sam	Sam.bise@practicaltek.com	01/12/2016	Jarrad Prybutok	208
Phoenix Stamping Group LLC (Atlanta, GA)	886	TASK 886 – HMLV Report Updates	50	This task is heavily tied to TASK 856 – HMLV Customizations. This task is being worked on by Jeremy. TASK 886 involves adding the custom fields built in TASK 856 to various Epicor reports.	Complete	0	Chance	Chance.finley@practicaltek.com	02/12/2016	Scott Dacus	230
SetCo (Cincinnati, OH)	887	TASK 887 – Various Report Needs	50	SetCo provided 4 word docs that describe various issues. You will NOT need a spec for this task as it involves fixes only.	Complete	0	Chance	Chance.finley@practicaltek.com	02/12/2016	Eric Bilodeau	236
Ecore International (North Aurora, IL)	891	Task 891 – Fix TASK 648 Solution for E10	7	Customization Code for TASK 648 not easily uplifting to E10. Issues appears to be centered around BAQ runner code. TASK 648 involves 2 Customizations, a BAQ, and a UDCode. This isn”t working in E10, fix it. Not spec required.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	05/12/2016	Robert Beaghan	194
Diopsys Inc. (Beverly, MA)	892	TASK 892 – Add Campaign Field to AP Invoice Entry	10	This task was born out of the meeting PTS had with Diopsys on 12/7/2016. This task took over TASKs 821 & 822, both of those tasks were flagged as complete, though they were not, and this task was created instead.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	07/12/2016	Scott Kahn	215
Ecore International (North Aurora, IL)	893	Task 893 – Enhance the Inventory Availability Report	50	Note: Jarrad had this report last. Desc: Enhance the ATP (Inventory Availability Report) 1. Data from all the warehouses within one plant combined 2. The end user does not understand what the Out of Range parameter does. He says it’s not working. a. We just need an additional demonstration of it working. 3. Added parameter that when turned on it shows only the parts that are “red”. Meaning demand exceeds current inventory.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	07/12/2016	Kevin Burows	194
Remke Industries Inc. (Wheeling, WV)	895	Task 895 – Part Shortage Dashboard	7	See spread sheet in customer task folder for more details. Subject: Remke Part Shortage Dashboard Details The attached spreadsheet was supplied by the operations manager as defining his logic for what he (thinks) he is looking for. I believe that I can I fill in any apparent gaps with a short phone call with the respective engineer.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	08/12/2016	Rick Joslin	145
Remke Industries Inc. (Wheeling, WV)	896	Task 896 – Obsolete & Slow-Moving Inventory Dbd	7	Part Inventory Obsolete & Slow moving dashboard, The company controller (Julie Savastio) needs this soon, We will desire to use premium service for this request. The logic for this report as supplied by Julie is blow. I had pointed out to her that Epicor has out of the box reports for this, she sited that she could not believe them. I told her the reason was because whoever set up the inventory stock provision report format criterion included all transaction types, she was curious. I asked her for additional detail that I could pass on to you (PTS) Julie asked me to wait so that she and I could discuss this in more detail tomorrow (Thursday). So with that little background info, please do not spend any resource time on this one until I get input from Julie. Part, Warehouse, date. Only looking at the Wheeling locations. Assuming the format will be sortable in Excel because I will be taking this to Access and writing a query to associate with 9/30/2016 inventory. Formula behind Obsolescence Calculation Rules for Formula: a. Only looks at Location 00 b. No open sales orders c. No open purchase orders d. Ignores created (built) within 360 days e. Ignores purchased within 360 days Formula: 1. 36 month movement = sales + issues + transfers out + adjustments not labeled as scrap 2. Months on Hand = current on hand / (movement/36) 3. Unit cost = total cost/current on hand 4. Allowance = total cost – (on hand/MOH*36*unit cost) but if on hand > 0 and movement = 0 and MOH = 0 then allowance = ext cost 5. If movement = 0 then status is MARK DISC	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	08/12/2016	Kathy Loftus	145
Phoenix Stamping Group LLC (Atlanta, GA)	897	Task 897 – Piece Rate Table Issue	1	: Piece Rate Table Issues > > Jim, > > > > The Piece Rate Table was created solely for the purpose of feeding > > the time and expense system Located under Production Management, > > Job Management, General Operations, Time and Expense Entry. The PRT > > IND RATE feeds the IND RATE on the time and expense screen (see > > attached screen print). This rate is calculated against the number > > of items produced and the employee gets payed by this formula. Our > > HR Manager exports information into an Excel spreadsheet that is > > sent to our payroll provider. She has to spend a lot of time an > > energy fixing the math before uploading to the payroll company if > > the IND Rate is incorrect. She has no way of knowing it”s incorrect > > unless the employees > KNOW that the IND RATE is wrong and complain. > > > > Chuck the VP of Manufacturing will update the PRT as needed. While > > the duplicate records on the PRT front end was fixed and it looks > > good the table that feeds the Piece Rate Table still contains > > incorrect information. An example of this is SR-6FCFL”s IND RATE is > > showing > > .00290 in the PRT, but the IND RATE in Time and Expense is showing .00260. > > > > These seems to only happen on parts with alternant methods that have > > been updated. So there are several things listed below that we > > would like to see changed that may help. > > > > The goal is to: > > > > – Fix all the current incorrect records in the table. > > – Discover why this happens and fix it so it doesn”t happen again > > through the normal process of updating records > > – They used to have an email set to an email group “PRT” when a > > piece rate was entered, this needs to be reestablished. > > > > If Possible: > > > > – When the IND RATE is updated on the PRT we would like it to also > > update the Part Cost IND Rate. > > – Alternant method parts currently do not have their own cost, they > > must use the parent cost only. Each method should have its own > > standard > cost record. > >	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	08/12/2016	Scott Dacus	230
Hubbardton Forge	898	Task 898 – 10.1.500 Upgrade Support	50	Note: You need to notify Jeremy when you complete your steps so that he can do a technical/do all of the customizations, etc.. still function. See date sensitive needs below. You need to contact the customer for their epicweb info and get your ducks in a row. Desc: 10.1.400.10 to 10.1.500.xx Subject: RE: 10.1.500.## Upgrade Support Brandon would start your upgrade on 12/19 until completed. Brandon to contact POC for who he is supposed to allow to watch the upgrade process. I asked the customer: We will also need your epicweb user & pass to pull down your patch updates.	Complete	0	Brandon	Brandon.chance@practicaltek.com	08/12/2016	Dale Carr	234
Phoenix Stamping Group LLC (Atlanta, GA)	899	Task – 899 – Schedule Kickoff Meeting for 9.05 to 10.1 Upgrade	7	Customer wants PTS to upgrade them from 9.05 to 10.1. This is your project assignment/placeholder. 1st step is to schedule a kickoff mtg. Go over process. Once he blesses the kickoff proceed with entering ST tasks for Brandon to do – and for Jeremy(if he wants a technical review and/or dashboards-reports-BPM-customizations updated for 10.1)	Complete	0	Sam	Sam.bise@practicaltek.com	09/12/2016	Scott Dacus	230
Unique Sports Products (Alpharetta, GA)	900	Task 900 – Copy-Mirror E10 Test Environment	50	Desc: Customer currently has an Epicor 10 environment setup called “Epicor10Test” that they are using partially as “LIVE” – and intend to use it as LIVE going forward as we perform their CRP and LIVE actions bringing them up. The need is to completely copy/mirror the Epicor10Test environment to a brand new one identical to the database of Epicor10Test; but call the newly created database and appserver(if required) – call it “Epicor10LIVE”. You will need to coordinate this during a quite/no user is accessing their system time. Lastly, you MUST disable access to “Epicor10Test” once you’ve successfully logged on to the new “Epicor10Live” db/system. Leave Epicor10Test there, but perhaps change it so that *ONLY* the manager login can get in it – and change the manager password. Then post Mike of this change. Then you’ll need to tell Mike to tell all users to run the new Epicor10Live client ICON desktop shortcut in their business/departments. NOTE: This task needs to be completed no earlier than 1/10 and no later than 1/24.	Complete	0	Brandon	Brandon.chance@practicaltek.com	09/12/2016	Mike Niksich	221
Stanley Machining & Tool Corp (Carpentersville, IL)	905	TASK 905 – SMTQuotes Report	50	PTS modified a report for Stanley called SMTQuotes.rpt in June of this year. This customer needs the same report modified again per the screenshot in the Task folder. This task was previously TASK 660 for Stanley Machining Report is in LIVE at Sales Mgmt > Quote Mgmt > Reports > SMT Quote Analysis	Complete	-1	Brandon	Brandon.chance@practicaltek.com	15/12/2016	Mark Trzaska	169
Flexible Technologies Inc. (Abbeville, SC)	906	TASK 906 – Printing SSRS Reports from Handheld	50	Do you have someone on your staff with knowledge of printing SSRS reports from Intermec CK71 handhelds? If so I would like to speak with them about setup and configuration. We have our handhelds, printers, workstations and everything setup but can’t seem to get anything to print when we try to print from the handheld.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	15/12/2016	Matt Price	211
La Tienda	908	TASK 908 – Amazon Orders SC	50	We download mail orders from Amazon.com, twice per day. These orders are then imported into EPICOR using Service Connect, and we typically would download 40 or orders per day. We had a spike in orders and on Monday had 400 orders (a big increase, but still a relatively small number of orders, especially since most have just one item per order). This spike in orders brought Service Connect to a standstill. The work flow that we had built is highly inefficient and must have errors in it…we employed a work around, but need to diagnose the issue so we can turn on the sales faucet again. I would like Jeremy to review our work flow and maybe he can point out an easy fix, if one exists. Any complicated re-engineering would need to wait until after the Christmas peak is over.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	16/12/2016	Tim Harris	233
Diopsys Inc. (Beverly, MA)	909	Task 909 – Device Profile Dashboard	7	Create a new dashboard similar to the custom report they have supplied as an outline. Refer to spec for layout and filter requirements.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	19/12/2016	Sal Virruso	215
UFP Technologies	910	Task 910 – Change Part Maintenance Screen for Dropdown and Changes to Traveller	7	Change Part maint screen for drop down and changes to traveler. SEE TASK FOLDER FOR MOCKUPS Details: a. 1st Priority: It’s adding a market-like designator(drop-down)(i.e. ISO9100) to the Epicor Part Maintenance screen to trigger activity needed or attention level details needed for Part Numbers going into a specific space(i.e.medical). i. Question: Does the part class not work for you for this type of drop down? No, this will be more of a “Quality” related class, with quality codes. Field must be selected and filled in order to save. Ii. Once the drop down choice is selected would you like anything to occur automatically? Email? Not currently. Iii. What are all of the drop down choices you’d like to have? AS9100,ISO9001,ISO13485,TS…..,4 entries for now, but could grow. B. 2nd Priority: Add this indicator to the “Job Traveler” and providing a color-code to each indicator. The color on the Traveler could be a bar, header, or box. I believe a colored bar at the top of each Traveler page with the designator code inside would be the most visible. i. What new drop down choices would require what color? Every drop down choice would require a unique color for the Traveler. Ii. Do you have an example of what you vision that you can send? Yes, I’ll get a mock-up for you. Iii. Can you mark up a traveler and send it? Yes.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	20/12/2016	Doug Ridge(nl w/ cmp)	224
SetCo (Cincinnati, OH)	911	Task 911 – Job Traveler Changes	7	Job traveler changes per attached See attachment in Task Folder	Complete	0	Chance	Chance.finley@practicaltek.com	20/12/2016	Eric Bilodeau	236
SetCo (Cincinnati, OH)	912	Task 912 – Quote Form Changes- LOGO	7	Quote Form Changes see attachment in task folder	Complete	0	Chance	Chance.finley@practicaltek.com	20/12/2016	Eric Bilodeau	236
SetCo (Cincinnati, OH)	913	Task 913 – RMA Form Changes	7	RMA Form Changes See attachment in task folder	Complete	0	Chance	Chance.finley@practicaltek.com	20/12/2016	Eric Bilodeau	236
Unique Sports Products (Alpharetta, GA)	914	Task 914 – Remove Discount Info Line on AR Invoice	50	Remove the discount information on the AR invoice.	Complete	0	Chance	Chance.finley@practicaltek.com	20/12/2016	Mike Niksich	221
Unique Sports Products (Alpharetta, GA)	915	Task 915 – Changes to Invoice Form	50	1. Overall, it seems like each item takes up far too much vertical space, especially compared to our current P21 invoice. 2. The Qty. Ordered vs the Qty. Shipped is not very clear. Our P21 invoice shows Qty Ordered vs Qty Shipped and Qty Backordered very clearly. Will the E10 invoice show a Qty Backordered? If not, we would need to add that. 3. Our Part Number seems hidden. Can it be moved up, closer to the Customer Part number? 4. The Packing Slip Number seems like it takes up too much space, maybe this can be condensed to one line? Also, something seems to be cut off below the Packing Slip Number itself, it looks like a dashed line but seems more like some information that is being cut off. 5. We don’t believe we need a Sold To Address on every line, do we? 6. The DISC % seems like it is actually the DISC Amount, not the percentage. 7. We would like our logo and email. 8. Warehouse Code is not necessary. See task folder for attachments	Complete	0	Chance	Chance.finley@practicaltek.com	20/12/2016	Mike Niksich	221
General Formulations (Sparta, MI)	916	Task 916 – Change to Bill of Lading	20	Change to BOL I have been asked to make another change to our custom BOL (Bill of Lading). We would like to have the field OrderHed.ProFormaInvComment added to show just under the normal comment field. I have already added a placeholder. We just need to have you modify the BAQ and report to show the field. I would like to use the premium option to have you complete this as soon as possible.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	21/12/2016	Brad Buettner	214
Seal-Rite (Auzvasse, MO)	917	Task 917 – Track Expense Items Without Product Numbers	50	Is there a way to track expense items in the system without setting up product numbers? (i.e. a description field that can be searchable?)	Complete	0	Sam	Sam.bise@practicaltek.com	21/12/2016	ZZZ-Angela Manns	238
Seal-Rite (Auzvasse, MO)	918	Task 918 – Track Freight Billed to a Customer VS Freight on a Particular Order	8	Is there some way to track freight billed to a customer vs. freight we paid on a particular order? Jim comment: Depends on how they are entering it – order entry line item. Misc freight shipment line item. Part # in a line item. Need to discover how they are doing this. Once that’s known then a dashboard could be created to show/display the data.	Complete	0	Dena	Dena.chance@practicaltek.com	21/12/2016	ZZZ-Angela Manns	238
Seal-Rite (Auzvasse, MO)	919	Task 919 – Transactions Appearing on Bank Reconciliation as Not Cleared	8	1. The transactions highlighted in blue do not make any sense. They show up on the bank reconciliations as transactions that haven’t cleared, but some of them don’t even exist in our system. How do I get rid of them? Jim comment: Find out what the real issue/problem is. The transactions might need posted. NOTE: You cannot remove ‘transactions’, not possible. JE or other corrections must be done *IF* there is a true problem she’s trying to chase. If none really exist then why worry about it unless there is an issue. Look at edit list.	Complete	0	Dena	Dena.chance@practicaltek.com	21/12/2016	ZZZ-Angela Manns	238
Seal-Rite (Auzvasse, MO)	920	Task 920 – Part Activity in 1120 Account Does not Appear on Stock Status Report	7	What makes a part have activity in the 1120 account but NOT show up on the stock status report?	Complete	0	Jim	Jim.chance@practicaltek.com	22/12/2016	ZZZ-Angela Manns	238
PCI Gases (Riverside, CA)	921	Task 921 – Multiple Finance Questions/Training Needs	8	: Multiple finance questions/training needs. Customer has asked for training – approach in the theme of presenting specific training with the course. 1) Apply Advance Billing lines to Received Not Invoiced lines. 2) Apply Unreceived Goods lines to Received Not Invoiced lines. 3) Proper process of Advance Billing a. Advance Billing header, vs. b. Advance Billing line 4) AR Recon issues. 5) AR Aging when credit memo issued and applied.	Complete	0	Dena	Dena.chance@practicaltek.com	22/12/2016	Chris Campbell	235
PCI Gases (Riverside, CA)	922	Task 922 -Multiple Customer Questions Training Needs RE Purchase Orders	8	Multiple questions/training needs. Customer has asked for training – approach in the theme of presenting specific training with the course. 1) “Reverse” a PO receipt after released from inspection. 2) Proper return to vendor when rejected. a. Return to vendor (how to reference the PO) b. How to re-receive item on the PO. c. A DMR to vendor return???	Complete	0	Sam	Sam.bise@practicaltek.com	22/12/2016	Chris Campbell	235
General Formulations (Sparta, MI)	923	Task 923 – Create Comment Section in Master Pack Entry for Shipping Dept to Enter Information	20	Create a comment section in Master Pack Entry that would allow shipping to enter information. This is possible through a customization and a UD field.  this would need to be a new task	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	22/12/2016	Thomas Cheslek	214
La Tienda	924	Task 924 – Sam of PTS To contact Timeto Firm Up Onsite proces and training	50	: Sam of PTS to contact Tim to firm up an: o Onsite process walk-through assessment of all pain points, cumbersome issues and potential workflow improvements  2 days • Seeking programmatic improvement recommendations to save time o Dashboards, reports, BPM’s, etc… o Onsite training schedule for E10.1 subjects/topics-functional areas  # days TBD – Sam & Tim – go over PTS training modules list • All ahead of time and perhaps schedule this training on the end of the previous 2 day assessment visit  Customer has asked for a full blown training strategy	Complete	0	Sam	Sam.bise@practicaltek.com	22/12/2016	Tim Harris	233
La Tienda	926	TASK 926 – Contact Rich Erwin Regarding E10.1 Hardware Environment	50	Desc: Brandon of PTS to contact Rich to understand your E10.1 hardware environment for proper sizing and robustness To make recommendations and access	Complete	0	Brandon	Brandon.chance@practicaltek.com	22/12/2016	Rich Erwin	233
Hubbardton Forge	928	Task 928 – Upgrade of the Last of Customer E10 Environments	50	Starting due date: 1/3/17 Desc: Upgrade of the last of our E10 environments	Complete	0	Brandon	Brandon.chance@practicaltek.com	27/12/2016	Dale Carr	234
Flexible Technologies Inc. (Abbeville, SC)	929	Task 929 – Develop 7 new SSRS label applications	90	1/31/2017 (Chance) Task now has 10 Labels underneath the scope. See me for more details : Develop 7 new SSRS label applications > We have the attached labels that we need coded in SSRS. I will be glad > to give more information to the developer. > > We have a good many labels and reports that we need coded in SSRS so > the more time Chance can spend on our tasks the better. > > I have got it approved for him to spend as many billable hours as > needed to get these tasks complete. >	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	28/12/2016	Matt Price	211
Unique Sports Products (Alpharetta, GA)	930	Task 930 – Changes to Kanban Monitor application – customizations requests	50	Note from Jim: Confirm with the customer the desired formulas for both of these new column values Desc: Changes to Kanban Monitor application – customizations requests 1) Either on the right had side, as a column in the Production Requests tab, OR on the left hand side, under Kanban Controlled Items-By Item tab, another column that would show a total of all open sales order lines. 2) Add a column that would total the open qty for the item on current POs.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	28/12/2016	Mike Niksich	221
Flexible Technologies Inc. (Abbeville, SC)	931	Task 931 -Need new Daily order summary and BOL reports developed in SSRS	90	Need new Daily order summary and BOL reports developed in SSRS see attachment in task folder	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	29/12/2016	Matt Price	211
Diopsys Inc. (Beverly, MA)	932	TASK 932 – Update Training From Live	7	Update the Diopsys training database to the same version as LIVE is. Then post Scott. See Email in Task folder.	Complete	0	Brandon	Brandon.chance@practicaltek.com	30/12/2016	Scott Kahn	215
Universal Engraving Inc. (Overland Park, KS)	935	Task 935 – Add The Ship Via Description To The Transfer Order Pick List	7	Note: Please reference our PO 240926. Additional details: Below is an image of the TOPick List with Ship Via inserted (Red). I used red text to make it easier to show you where I want Ship Via text and the Ship Via Description inserted. Will want use the same font, font size and color (black) as the rest of the document. The form (rdl) you see below is a modified version of the canned TO Pick list, one that I have already made other modifications to.	Complete	0	Chance	Chance.finley@practicaltek.com	02/01/2017	Dale Dalton	202
Sun Automation Group	936	Task 936 – Upgrading from 9 to 10.1-Desires FedEx and UPS From Epicor Interface	7	Sun Automation is upgrading from 9 to 10.1. Desires FedEx/UPS to – from Epicor interface	Complete	0	Sam	Sam.bise@practicaltek.com	02/01/2017	Jerry Young	218
Sun Automation Group	937	Task 937 – Project Management for 9 to 10.1 Upgrade	7	Project management for 9>10.1 upgrade	Complete	0	Sam	Sam.bise@practicaltek.com	02/01/2017	Jerry Young	218
Sun Automation Group	938	Task 938 – Provide First Month End Financial Close Support	7	Provide 1st month end financial close support. Reach out to POC and Sam to determine on-call date(s)	Complete	0	Dena	Dena.chance@practicaltek.com	02/01/2017	Jerry Young	218
Sun Automation Group	939	Task 939 – Define Customization Requirements With Customer	7	Define with the customer their 9>10.1 customization requirements, enter into ST with time estimates and assign tasks. Once entered close this task. 26.0 • Do you have any customizations in your current version for which you need to ensure still function in the new version? o If yes, can you quantify how many and what the degree of complexity of those are? Yes, 30 customizations…some may be considered complex. Most not complex. 90 Ballpark wag of 3 hours each to uplift, compile, change code, update syntax to C#, technical unit test, technical volume test, submit for user testing, deploy and follow-ups	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	02/01/2017	Jerry Young	218
Sun Automation Group	940	Task 940 – Customer is Upgrading from 9.05.702a to Latest 10.1	7	: Customer is upgrading from 9.05.702a to the latest of 10.1 • On SQL • Needs PTS to install, setup, configure SQL • Need PTS to send hardware recommendations for sizing • 80gb database • Attachment is project upgrade list – FYI • Need to setup appserver • Need to migrate data from to 10.1 box • Require PTS expertise to setup new hardware • On openedge 10.2.a • Ask the customer if they will require on-call or weekend support for their GO LIVE o If yes, post Jim so that he can explain out weekend support o If not, no need to post Jim • Run database conversions • Run workbench conversions • Determine how many passes they want, 2 – one now/at the beginning and one at GO LIVE; or if they want 3 • Customer wants Enterprise search setup, configured and taught on its use • Customer wants Social setup, configured and taught on its use • Customer wants the following databases/app server setups: TEST, LIVE/production, Training/Demo, PILOT • 55 users • Customer has APM – check to see what their needs are here – upgrade APM? Etc.. • • Customer has MES – 10 clients • PTS to install all MES and other clients with E10 • 100 hours	Complete	0	Brandon	Brandon.chance@practicaltek.com	02/01/2017	Jerry Young	218
General Formulations (Sparta, MI)	941	TASK 941 – Backup Issue	20	It appears (Backups have) not been backing up the databases since September of 2016. Is this something you wish PTS to look at or have Epicor look as to why their plan is not backing up?	Complete	0	Brandon	Brandon.chance@practicaltek.com	04/01/2017	Corey Lanting	214
General Formulations (Sparta, MI)	942	TASK 942 – Issue Mtl QOH and MaxBin	20	In Issue Mtl. Create a QOH for partnum loaded and Bin for the PartNum loaded that has the highest QOH. Both of these fields will be display only. Adjust the qty and bin acocrding to the lot number if it”s entered. If not lot numbered, just use the partnum for these bins/qtys. Place under LotNum button/field.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	05/01/2017	Kevin Seitz	214
General Formulations (Sparta, MI)	943	TASK 943 – Print Label Customizations	20	Brad wants us to use the code in the Issue Material screen to print off labels. This screen works, except the totaling is wrong. Jeremy to assist with that and the C# code. Also, the lables print based off a “print label” button. This needs to happen off of the OK button instead: click OK, report prints, and THEN the transaction is processed. Once this is accomplished, evidentally we will apply this same methodology to other screens. whether they will be buttons or otherwise, i do not know. Reporting needs may come out of this task in the future, but for now they want to do the reporting side internally.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	05/01/2017	Brad Buettner	214
General Formulations (Sparta, MI)	944	TASK 944 – PONum Check for Sales Orders	20	When creating a SO and entering something in the PONum field, create a popup/process with a Yes/No answer that lets the user know this PONum already has an OrderNum associated to it. The question for the pop up will be something along the lines of “Sales Order OrderNumHere is using this same PONum, would you like to use this salesorder instead? If yes, this Order will be deleted and Order OrderNumHere will be opened”. If the user clicks yes, code will delete the currently added sales order and open the salesorder that contains the PONum entered.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	05/01/2017	Thomas Cheslek	214
General Formulations (Sparta, MI)	945	Task 945 – Present E10 Tips and Techniques Course Remotely	20	Sam to present the E10 Tips and Techniques course remotely.	Complete	0	Sam	Sam.bise@practicaltek.com	06/01/2017	Thomas Cheslek	214
La Tienda	946	Task 946 – Customer on Version 9. Moving to 10.1-Install/Setup Test APM	50	Customer is on version 9. PTS is helping them move to 10.1. One component of this upgrade is for you to install/setup/upgrade/prepare/test APM on their 10.1 box (not 100% sure it exists or is ready – you need to confirm state). Work closely with Brandon on this. Once the state is defined execute steps to update APM doc-link on 10.1 box. Tim is the owner, Rich is likely your tech contact.	Complete	0	Chance	Chance.finley@practicaltek.com	09/01/2017	Tim Harris	233
Hubbardton Forge	948	TASK 948 – Upgrade Issues	50	Address issues as a result of the upgrade that Brandon performed on their E10 system. Preliminarily speaking there are dashboard issues. See attached emails in task folder. Also, need to examine all other dev items to see if they are still performing correctly.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	10/01/2017	Dale Carr	234
General Formulations (Sparta, MI)	949	TASK 949 – Sales Order Process DBD Changes	20	Various changes to the dbd that PTS built This task was previously completed, but they are wanting some changes. Total Amount Order column delete. Add masterpack packnum, add masterpack tracking number, add BOL Number. Also need to fix: OrderLines are showing twice if there are two bins (get rid of duplication). Just for a reference, when PTS built this previously it was for Task 781 – Sales Order Process Review	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	10/01/2017	Thomas Cheslek	214
General Formulations (Sparta, MI)	950	TASK 950 – Add Text to BOL Rpt	20	Add to BOL report, near special instructions, a static text value of “DO NOT STACK SKIDS”.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	10/01/2017	Sandy Devroy	214
General Formulations (Sparta, MI)	951	TASK 951 – Job Traveler Print Customization	20	Want to streamline printing process of Job Traveler. Current Steps:Job Entry –> Actions > Print > Job Traveler –> Printer Icon –> Printer Selection –> Print OK Is there any way we could get a button on the main screen that would click “Client Printer” directly? We would like to cut a six step process down to two clicks.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	10/01/2017	Thomas Cheslek	214
General Formulations (Sparta, MI)	952	TASK 952 – Screens Off Center	20	Thought I had this resolved by updating the customizations with centering values, but the issue persists. The first time they open up the screens, they”re centered, but when you close them and open them again, they are off to the right. So the first time you log on and open issue material, everything works correctly. If you close issue material, and open again, it will be all the way to the right.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	10/01/2017	Kevin Seitz	214
General Formulations (Sparta, MI)	953	TASK 953 – Deleted Master Pack	20	Master pack 53 created, and then master pack 53 deleted…. Tried to make new master pack (82), but when they try to add the PackIDs that were once added to Master Pack 53, they get errors saying the PackID was already added to a master pack.	Complete	0	Sam	Sam.bise@practicaltek.com	10/01/2017	Charlene Jennings	214
General Formulations (Sparta, MI)	954	TASK 954 – Stage Ship Confirm Issue	20	In Stage Ship Confirm screen, we have a PackID that wont process. See Email in Task folder. It is a full description of the issue.	Complete	0	Sam	Sam.bise@practicaltek.com	10/01/2017	Thomas Cheslek	214
General Formulations (Sparta, MI)	955	TASK 955 – Masterpack ShipLines Request	20	Can you please see if we can get it so that the lines do not combine 2 orderlines on 1 Master Pack Ship Line This may be a training / “I”m not use to this” issue. Shipping Dept is VERY resistant to E10.	Complete	0	Sam	Sam.bise@practicaltek.com	10/01/2017	Sandy Devroy	214
General Formulations (Sparta, MI)	956	TASK 956 – Master Pack Training	20	Provide Master Pack Training. Note from Jeremy to Sam — wasn”t sure if I was to enter this task in or not. I didn”t know if you were tracking it in another way, but I made this just in case.	Complete	0	Sam	Sam.bise@practicaltek.com	10/01/2017	Brad Buettner	214
General Formulations (Sparta, MI)	957	Task 957 – Job Ticket Modification for iCut	20	Desc: Job Ticket Mod for iCut No. Spartan Vantage client is on SGITS01. IP Address: 192.168.0.33. I’ve created a user called practech in Vantage 8.03. It has the same password that’s used for the windows account.. See email in task folder for more information!!!!!!!! We have a different company (Spartan Graphics) using Epicor/Vantage 8 looking for a small customization	Complete	0	Brandon	Brandon.chance@practicaltek.com	11/01/2017	Brad Buettner	214
General Formulations (Sparta, MI)	958	Task 958 – Shipping Department-Closing Lines Impacting Invoicing Methods and Production Inventory Levels	20	: the issue of closing lines, we have having a several issues in the shipping department that are impacting the accounting departments invoicing methods and production departments inventory levels Going hand in hand with the issue of closing lines, we have having a several issues in the shipping department that are impacting the accounting departments invoicing methods and production departments inventory levels.	Complete	0	Sam	Sam.bise@practicaltek.com	11/01/2017	Thomas Cheslek	214
General Formulations (Sparta, MI)	959	Task 959 – Time Phase Mtl Requirement Report Modification	20	General Formulations wants to add an extra filter option for the Time Phase Mtl Requirement Report. The added filter is “Reference Category” found on the Part > Detail screen within Part Maintenance.	Complete	-1	Sam	Sam.bise@practicaltek.com	13/01/2017	Thomas Cheslek	214
General Formulations (Sparta, MI)	960	Task 960 – Add a Filter In The Run Parameters Window for Material Requirements Report	20	Customer would like to add a filter in the run parameters window for when the Time phased material requirements report is ran to allow for them to select part “Reference Category” values. This way in addition to the existing filter of part class they have another for Reference category. See Email in Task Folder for add”l information.	Complete	0	Chance	Chance.finley@practicaltek.com	13/01/2017	Thomas Cheslek	214
General Formulations (Sparta, MI)	961	Task 961- AP Check Run Pagination Problems	20	AP check run is having some pagination problems. See task folder for add”l information	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	13/01/2017	Brad Buettner	214
General Formulations (Sparta, MI)	962	Task 962 – TPMR Report Bug	20	Look into the TPMR report to see why the “Over Maximum” values still show up on the report even though we have removed it from the Selection screen as a report option.	Complete	-1	Sam	Sam.bise@practicaltek.com	13/01/2017	Thomas Cheslek	214
Unique Sports Products (Alpharetta, GA)	963	Task 963 – PackEDI Label Print Dashboard	7	Desc: Pack/EDI label print dashboard Note: Jeremy to spec and assign for development.	Complete	0	Brandon	Brandon.chance@practicaltek.com	17/01/2017	Mike Niksich	221
Flexible Technologies Inc. (Abbeville, SC)	964	Task 964 – Create Link At The Bottom of PO Form Previously Created	90	Desc: Please create a task for Chance to include this link at the bottom of the PO Form he created for Flexible Technologies. Please use the Premium Level Service.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	17/01/2017	Matt Price	211
La Tienda	965	Task 965 – Part Set Up Review	50	Part Setup – We need to review how parts are setup in the system.	Complete	0	Sam	Sam.bise@practicaltek.com	18/01/2017	Tim Harris	233
Kennedy-International	966	Task 966 – Review Analyze Consult PCID Process With Customer	7	With the customer, Review/analyze/consult PCID – process during a scheduled session (3 hrs.)	Complete	0	Jim	Jim.chance@practicaltek.com	18/01/2017	Eric Blumenkrantz	240
General Formulations (Sparta, MI)	967	Task 967 – New Order Tracker Columns and New Dashboard for Master Packer Tracker	20	2 needs: New Order Tracker Columns AND a new dashboard for Master Pack Tracker Note from Jim: Sam, take a first crack at this from the personalization perspective. Do a one on one training session seeing how many of the columns he’s mentioned below you and he can add via personalization. Note which fields are showing as available to add and write up a spec For the fields that need to be added programmatically to order tracker, get customer sign off and send to Jeremy to assign. For the 2nd need, it sounds like it needs built/spec’d from the ground up. So come at it from that angle. See Task folder for additional information	Complete	-1	Jim	Jim.chance@practicaltek.com	18/01/2017	Thomas Cheslek	214
General Formulations (Sparta, MI)	968	Task 968 – Create A BPM Tied to Master Pack Shipment Application	20	Create a BPM that is tied to the master pack shipment application that copies the tracking number AND the ship via to all associated pack ID’s when the save button is clicked. See task folder for additional information in email	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	19/01/2017	Brad Buettner	214
General Formulations (Sparta, MI)	969	Task 969 – Custom Code Needs Applied in Opportunity Quote Entry	20	In the opportunity quote application the customer needs custom code applied so that the 2 fields of unit price and MSI price in the quantities collection to force a mask of these 2 fields for 4 decimal positions. Changing this via the mask doesn’t retain the change.	Complete	0	Brandon	Brandon.chance@practicaltek.com	19/01/2017	Brad Buettner	214
Unique Sports Products (Alpharetta, GA)	970	Task 970 – Implement Custome PTS UPS/FedEx Interface With Epicor Solution	50	Implement Custome PTS UPS/FedEx Interface With Epicor Solution	Complete	0	Jim	Jim.chance@practicaltek.com	23/01/2017	Mike Niksich	221
Unique Sports Products (Alpharetta, GA)	971	Task 971 – GO LIVE Support	7	GO LIVE Support	Complete	0	Sam	Sam.bise@practicaltek.com	23/01/2017	Mike Niksich	221
La Tienda	973	Task 973 – Onsite Training – multiple subjects	50	Onsite Training – multiple subjects	Complete	0	Sam	Sam.bise@practicaltek.com	23/01/2017	Tim Harris	233
La Tienda	974	Task 974 – Onsite CRP with Sam And Dena	50	Onsite CRP with Jim Sam And Dena	Complete	0	Sam	Sam.bise@practicaltek.com	23/01/2017	Tim Harris	233
La Tienda	976	Task 976 – SQL01 Server Too Full	50	SQL server transaction logs are hogging space on our sql01 server. Can you have someone look into shrinking this database for us?	Complete	0	Brandon	Brandon.chance@practicaltek.com	24/01/2017	Benjamin Jemmott	233
General Formulations (Sparta, MI)	977	Task 977 – Product Group Field on Sales Order Screen	20	Product Group field on Sales Order Entry screen mandatory.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	24/01/2017	Brad Buettner	214
Unique Sports Products (Alpharetta, GA)	978	Task 978 – Add logo to SOA Form	9	Unique Sports would like their logo added to the Sales Order Acknowledgment form. Refer to the screenshot in the task folder for placement.	Complete	0	Chance	Chance.finley@practicaltek.com	25/01/2017	Mike Niksich	221
Unique Sports Products (Alpharetta, GA)	979	Task 979 – Remove Discount from SOA Form	9	Unique Sports would like to have any reference to anything related to “Discounts” removed/be hidden from the Sales Order Acknowledgment form.	Complete	0	Chance	Chance.finley@practicaltek.com	25/01/2017	Mike Niksich	221
General Formulations (Sparta, MI)	980	TASK 980 – Search Changes	20	The system is using a sequential search rather than a word search. Need more information from POC. See email in task folder for more details. Need to find out what they mean by a “Word Search” vs. “Sequential Search”. Might have to replace this with a Quick Search, but I”m not sure. Do they know they can just double click on the column and it sorts that way? Look for simplest fix first with this one. May just end up being a consulting need.	Complete	0	Brandon	Brandon.chance@practicaltek.com	25/01/2017	Thomas Cheslek	214
General Formulations (Sparta, MI)	981	Task 981 – Invoice Report Changes	20	The attached invoice show our current invoicing form. It is currently showing a separate line for each pack shipped, we would like the packs consolidated so that only one line shows on the invoice for each line on the order.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	25/01/2017	Brad Buettner	214
General Formulations (Sparta, MI)	982	Task 982 – Remove “Over Maximum” from TPMR Report	20	General Formulations would like any “Over Maximum” entries within the Time Phase Material Requirement Report to NOT show. There is an option within the selection screen to SHOW these entries but there may be a bug in the report – Even if they disable this option, those entries will still show up. Refer to the email in the task folder for more information. Task has these issues. Later provided by Thomas and entered by Chance: – Parts over Maximum showing up on reports – Parts not alerting when below Minimum – Some parts are not showing up at all on this report	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	25/01/2017	Thomas Cheslek	214
Arizona Correctional Industries (Phoenix, AZ)	983	Task 983 – Add Sales Order Number and PO Number to the Transfer Order Shipment	7	: We would like Sales Order Number and PO Number added to the Transfer Order Shipment Screen. This screen was a suggested mock up from the field for the SO number. PO could be under it. I don’t think Transfer Order Entry actually ties to SO’s or PO’s, so we realize these are just going to be UD Fields. SEE TASK FOLDER FOR ADD”L INFO	Complete	0	Brandon	Brandon.chance@practicaltek.com	26/01/2017	Ray Zorz	197
Flexible Technologies Inc. (Abbeville, SC)	985	TASK 985 – Sales Order Ack add Entry Fields	90	have “Entry Person” and “Entry Person Email” added to the Sales Order Acknowledgment.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	26/01/2017	Matt Price	211
Montana Metals (DesPlaines, IL)	987	Task 987 – Contact Steve Heckard and begin compiling specs for multiple report needs	1	Contact Steve Heckard and begin compiling spec’s for multiple report needs. Phone number: (847) 376-5230. Reports are attached. Note: CC Craig on all correspondences. Craig Petz cpetz@value-based-solutions.com. Create new ST with min/max for development for each once user approves each spec.	Complete	0	Sam	Sam.bise@practicaltek.com	27/01/2017	Steve Heckard	231
Montana Metals (DesPlaines, IL)	988	Task 988 – Contact Cisco Mills for Any BMP, Customizations, Dashboard, Report Needs	1	Contact Cisco for any o BPM, customizations, dashboard, report needs  Build spec’s, user contacts, get spec sign off’s, add new tasks for DEV from approved spec’s	Complete	0	Sam	Sam.bise@practicaltek.com	27/01/2017	Cisco Mills	231
Montana Metals (DesPlaines, IL)	989	Task 989 – Contact Steve Heckard To See if Other Users Have BPM, Customizations, Dashboard Report Needs	1	o BPM, customizations, dashboard, report needs?  If yes… • Build spec’s, user contacts, get spec sign off’s, add new tasks for DEV from approved spec’s	Complete	0	Sam	Sam.bise@practicaltek.com	27/01/2017	Steve Heckard	231
Montana Metals (DesPlaines, IL)	991	Task 991 – Contact Mike Prandall – RE: BPM, Customization, Dashboard and Reporting Needs	1	 BPM, customizations, dashboard, report needs? o If yes…  Build spec’s, user contacts, get spec sign off’s, add new tasks for DEV from approved spec’s	Complete	0	Sam	Sam.bise@practicaltek.com	27/01/2017	Mike Randall	231
General Formulations (Sparta, MI)	992	Task 992 – Print Custom Private Lables for Parts	20	Print Custom Private Labels for Parts I already have a number of reports setup and working using this method and launching SSRS as an external process. I have tested this with BarTender and it works, as I mentioned before, my C# skills are not good enough to write the logic to pull the data so I need your help. Whoever you assign can look at one of my current setups to see how this works (Remainder Tag that Jarrad worked on previously would be a good example)	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	29/01/2017	Brad Buettner	214
General Formulations (Sparta, MI)	993	Task 993 -BPM to Prompt Shipping Users to Check the Shipped Check Box on the Pack and Master Pack	20	Per Glenn – General Formulations wants a BPM to prompt the shipping person to check the Shipped check box on the pack and master pack after printing the BOL and/or Packing Slip. Contact POC for message dialog and if its to be info or exception If the user goes to close the screen and the shipment is not marked “Shipped” it will pop up a windows that’s says “This is not shipped, Would you like to Ship it? (Yes) (No).	Complete	-1	Brandon	Brandon.chance@practicaltek.com	30/01/2017	Thomas Cheslek	214
General Formulations (Sparta, MI)	994	Task 994 – Transfer Order – Link Jobs Needed	20	Transfer order – link jobs need. Note: Begin with creating a spec for this need. Fragmented email needs organized into spec and get signed off. When entering this into a Task, please make a note that we would like to do this in a more efficient way in Epicor 10. We would like to be able to link these jobs through Planning Workbench and just have it link through a function similar to how it would a regular order:See task folder for add”l information	Complete	0	Brandon	Brandon.chance@practicaltek.com	30/01/2017	Thomas Cheslek	214
Hubbardton Forge	996	Task 996 – Case Entry Customization	7	Case entry customization with a new tab. Note: Developer is to contact user, collaborate & compose a spec, obtain sign off, contact Mark if/as needed for more info – initially and develop/test/deploy per below and attached. Just adding a new tab to Case Entry called Final Disposition. Add fields as noted For Field Scrapped and Final Root cause I would add some UD fields to HDcaseheader table. Then I would add a UD code for each linked to those UD fields so they can maintain the UD codes from a menu. Field Scrapped would only be Yes/No but Final Root Cause may be different reason codes then standard Epicor reason codes so let them populate a UC Code table called Final Root Cause in addition to Field Scrapped “	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	30/01/2017	Shannon Ferguson	234
General Formulations (Sparta, MI)	997	Task 997 – Automate Printing on Job Receipt	20	Automate Printing on Job Receipt with customizations Jim: Here is another task, this one is normal priority. Let me know if you need additional information on this one.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	30/01/2017	Brad Buettner	214
Unique Sports Products (Alpharetta, GA)	998	Task 998 – Non-Existing Parts BPM	7	Unique Sports want a BPM pop up message whenever a user attempts to enter a part without an existing part record in Order Entry. New Order > New Line > If the part entered doesn’t have an existing record in Part Maintenance, kick out a BPM message saying “The Part entered doesn’t have an existing Part record in the database”. This would be a prevention BPM that wouldn’t allow that part to stay on the Sales Order as a line item.	Complete	0	Brandon	Brandon.chance@practicaltek.com	01/02/2017	Mike Niksich	221
Unique Sports Products (Alpharetta, GA)	999	TASK 999 – Sequenced SSCC Code	7	Miks of Unique Sports would like a new capture field added to the Customer shipment entry application on the ship head screen. This new UD field is to be 8 digits in length and all numeric. Field name is SSCC. This fields value in the table/database is to be first setup to 2,500,000 Developer must first examine what shiphead.ud numeric field is available to occupy for this new purpose. Field cannot be edited, display only Field valuel MUST be incremented for each newly created pack ID. If the pack is deleted the orignally created SSCC code must still be saved and preserved. Thus some sort of outside logic must be used to store this value so that even though a pack ID was deleted, voided or changed to any other value the associaed SSCC code still remains. So, perhaps a standalone UD table with a key ID of the pack ID could exist and one of its fields = the sequential SSCC. And perhaps another UD table would exist for just the SSCC code storing only the last SSCC code used so that in the ship head application it would know what next SSCC code to use. Then when calculated write the pack id & SSCC code out. Dicuss best approach with Jeremy. As long as ship head shows the value. And each pack has a unique SSCC we”re good. Description entered by Jim	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	01/02/2017	Mike Niksich	221
Diopsys Inc. (Beverly, MA)	1000	SSRS Report Export Issue	20	Scott Kahn is not able to export reports from ssrs to excel. Specifically related to task PTS has developed for them. Any questions see Jarrad.	Complete	0	Chance	Chance.finley@practicaltek.com	03/02/2017	Scott Kahn	215
General Formulations (Sparta, MI)	1001	Task 1001 – Recurring Journal Entries	20	Training for the Recurring Journal Entry Process.	Complete	-1	Dena	Dena.chance@practicaltek.com	03/02/2017	Brad Buettner	214
Commercial Sewing Inc. (Torrington, CT)	1003	TASK 1003 – BPM to Push CustMFBill.PayBTFlag	7	We’ve been testing Agile ship and we are close to going live. In order to tell Agile who is paying for the shipment you must set the order header field “Payflag” to prepaid, third party, etc (This is under Manifest>Billing in the UI). Epicor also added this field to the customer maintenance under CustMFBill.PayBTFlag and the reason was to set it once at the customer level as the preferred method – just like ship via. Unfortunately Epicor did not automate this so when you create an order it does not auto populate based on the customer setting. When I create an order I want a BPM to check the CustMFBill.PayBTFlag field and if it is populated then use that code to populate the OrderHed.Payflag field. I’m guessing the reason they did not automate is because you can create more than one manifest type for a customer. We do not do this, we only add one as a default. If the shipping charges for the order are different than default we would change the order manually.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	05/02/2017	Scott Camara	216
La Tienda	1004	Task 1004 – Upgrade Technical Review	50	Upgrade Technical Review	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	05/02/2017	Tim Harris	233
Diopsys Inc. (Beverly, MA)	1005	Task 1005 – Check Stub	7	“Could you copy the information on the check stub from the top stub to the middle stub, see attached. This is an SSRS customization that we cannot do and should not take you long” – Scott Kahn	Complete	0	Chance	Chance.finley@practicaltek.com	07/02/2017	Scott Kahn	215
Pickwick Manufacturing Services (Cedar Rapids, IA)	1006	Task 1006 – Quote Worksheet Modification	50	Break quote down by operation for certain customers. They want to export to spreadsheet then do cost totaling and keep records of that. Possible to export by Operation sequence.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	08/02/2017	Phil Coffman	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1007	Task 1007 – Search by “Like” Items	7	Custom part search. “Similar” items included. Some way to view “Like” parts based on a search value. ***Needs to be spec”d out***	Complete	0	Chance	Chance.finley@practicaltek.com	08/02/2017	Forrest Burns	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1008	Task 1008 – “Z” Operation Removal	50	Any Operation that starts with a “z” needs to be removed when migrating data from Vantage into E10. This all depends on if we will be responsible for the data migration. I”ll update this task when I know more about that aspect.	Complete	0	Sam	Sam.bise@practicaltek.com	08/02/2017	Bob Moore	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1009	Task 1009 – Supplier Scorecard	50	Supplier Scorecard. Who”s doing the best with a quick way to identify based on OTD and overall Quality? PTS to look over our library and poll the developers for ideas. He doesn’t want this to be based off of the “Scores” in the SRM tab within Supplier Maintenance. He wants the application to tell him based on historical data.	Complete	0	Chance	Chance.finley@practicaltek.com	08/02/2017	Craig Purdy	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1010	Task 1010 – F2 Mapping for Certain Information	50	They keep referring to “F2″ button. They use this button to show jobs missing their priority dispatch date. They have a few opportunities to map keyboard functions to certain actions or reports that could pop up with one click of F2. ***Needs to be spec”d out***	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	08/02/2017	Craig Purdy	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1011	Task 1011 – Part Advisor within Quote Entry	50	They want to see what”s been quoted on any particular part as a tab. They like the Part Advisor, but want an extra tab to quickly browse if it has been quoted in the past. Perhaps place the Part Advisor as an extra tab within Opportunity/Quote Entry. ***Needs to be spec”d out***	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	08/02/2017	Craig Purdy	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1012	Task 1012 – Price Breaks within PO Suggestions	50	They want to see price breaks button on the PO suggs window to browse out. Cuts down on clicks to the price lists to see if any discounts are available if they order a few more. ***Needs to be spec”d out***	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	08/02/2017	Craig Purdy	152
La Tienda	1013	Task 1013 – UOM Currency Conversions	50	Establish different Currency values per UOM and make sure the conversions work with eachother. ***Needs to be spec”d out***	Complete	0	Sam	Sam.bise@practicaltek.com	08/02/2017	Greg Fernandez	233
La Tienda	1014	Task 1014 – Price Lists within Supplier Maintenance	50	Add another tab for “Price Lists” within Supplier Maintenance. In E10 you can browse out to a Price List associated with the associated Supplier referenced from the Actions menu. See if this works for them, if not, spec out where they want this information to be displayed.	Complete	0	Sam	Sam.bise@practicaltek.com	08/02/2017	Lisa Steffens	233
Pickwick Manufacturing Services (Cedar Rapids, IA)	1015	Pickwick Go Live Support	50	Support PickWick Go Live Brandon Notes – Begins on Nov. 3rd. Time should be around 44hrs to complete.	Complete	0	Brandon	Brandon.chance@practicaltek.com	08/02/2017	Bob Moore	152
Montana Metals (DesPlaines, IL)	1016	Task 1016- Present Cost Roll Up Training	1	Present Cost Roll Up Training	Complete	0	Dena	Dena.chance@practicaltek.com	08/02/2017	Mike Randall	231
General Formulations (Sparta, MI)	1017	Task 1017- UPS/FedEx-Epicor integration	20	UPS/FedEx-Epicor integration	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	08/02/2017	Brad Buettner	214
La Tienda	1018	Task 1018 – PO Approval Notification	50	Some way to inform an approver that they require approval when a buyer surpasses their limit. ***Needs to be spec”d out*** FOR E10!!!	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	08/02/2017	Lisa Steffens	233
La Tienda	1019	Task 1019 – Search by Ship Via in FWB	50	Need to be able to search by “Ship Via” type within Fulfillment Workbench ***Needs to be spec”d out*** FOR E10!!!	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	08/02/2017	Isaias Vargas	233
La Tienda	1020	Task 1020 – Line Pack per Day Report Modification	50	Brandon has already worked on uplifting this report to 10: Task 1053 Isaias wants to add an additional column(s) on the report dealing with amount of time a/o average per hour. ***Needs to be spec”d out***	Complete	0	Chance	Chance.finley@practicaltek.com	08/02/2017	Isaias Vargas	233
La Tienda	1021	Task 1021 – Shelf Life	50	They want a “Shelf Life” field to be added to Part Maintenance. All they need is the field for now, but this could feed into a report or dashboard down the road. ***Needs to be spec”d out*** FOR E10!!!	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	08/02/2017	Lisa Steffens	233
La Tienda	1022	Task 1022 – CC and Plant Configuration Review	50	Perform CC and Plant Audit	Complete	0	Sam	Sam.bise@practicaltek.com	08/02/2017	Tim Harris	233
Pickwick Manufacturing Services (Cedar Rapids, IA)	1023	Task 1023 – Op Complete BPM	50	Line 3 in the BPM”s tab within the “Vantage Customizations for E10 Upgrade” excel file within Task 845 folder. This is an existing item within their Vantage 8 environment that needs brought over to E10. ****This tast can”t start until Pickwick has an E10 environment up**** When will that happen? UNK.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	08/02/2017	Bob Moore	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1024	Task 1024 – COA Listing Report	50	This BAQ Crystal Report in their Vantage 8 environment needs brought over to E10 in SSRS. BAQ – zGLAccount Form Title – Chart of Accounts Listing Crystal Report – Chartlisting.rpt Within their Epicor menu. ****This tast can”t start until Pickwick has an E10 environment up**** When will that happen? UNK.	Complete	0	Chance	Chance.finley@practicaltek.com	08/02/2017	Bob Moore	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1025	Task 1025 – Employee Efficiency Report	50	Take their existing Employee Efficiency Report and turn it into an SSRS report for their upcoming E10 environment. ****This tast can”t start until Pickwick has an E10 environment up**** When will that happen? UNK.	Complete	0	Chance	Chance.finley@practicaltek.com	08/02/2017	Bob Moore	152
General Formulations (Sparta, MI)	1026	Task 1026 – Search by PartNum and Customer	20	General Formulations wants the ability to be able to search by Part Number a/o Customer name in the search windows within SO Entry, Quote Entry, Order Tracker and Quote Tracker. The email Tom sent me a list of these requests and it also mentions “Brad Buettner to spec”. Not sure if this really requires a spec but reach out to Brad if needed.	Complete	0	Assign Resource		09/02/2017	Thomas Cheslek	214
General Formulations (Sparta, MI)	1027	Task 1027 – Master Pack Report Column Headings	20	need to have the column heading repeat on each page of this report see task folder for pdf of the report.	Complete	0	Chance	Chance.finley@practicaltek.com	13/02/2017	Brad Buettner	214
Pickwick Manufacturing Services (Cedar Rapids, IA)	1028	Task 1028 – Onsite CRP with Jim Sam and Dena	50	Onsite CRP with Jim Sam and Dena	Complete	0	Sam	Sam.bise@practicaltek.com	14/02/2017	Bob Moore	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1029	Task 1029 – GoLive Support Onsite	50	Pickwick GO LIVE support, Sam, Jim, Dena onsite 60 hours	Complete	0	Sam	Sam.bise@practicaltek.com	14/02/2017	Bob Moore	152
La Tienda	1030	Task 1030 – GoLive Support	50	go live support	Complete	0	Sam	Sam.bise@practicaltek.com	14/02/2017	Tim Harris	233
Unique Sports Products (Alpharetta, GA)	1031	Task 1031 – Shipping Integration	7	Jim, My thoughts: A customer can potentially have several contacts. One for a buyer. One for AP and so forth. Each contact can be designated as a role = buyer or role = Accounts Payable, etc… Ideally this is the best practice, of collecting/entering/capturing and saving email, phone #, other particulars for all of your customer contacts. – Our contact database is not close to being this sophisticated or clean. – We have roles that aren’t clear cut, for instance, owner, buyer, purchaser, buyer’s assistant, buyer’s replenishment assistant, so who receives the email can depend on who is placing the order. The owner may place an order once, but an assistant might the next, so the person who should receive the email can change from order to order. The email chosen should also print on the Pick/Pack List. ATTN names don’t always have a corresponding customer contact name = the ATTN field. – I don’t think we can have a name in the ATTN field that doesn’t match a contact. It is a drop down selection and is not editable:	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	20/02/2017	Mike Niksich	221
Colonial Tool (Windsor, ON Canada)	1032	Task 1032 – Bank Rec Issue- GL Balance Off	90	So what I know This issue in the Bank Reconciliation section occurred at the end close of the January month. I completed my January month end reports for my boss without issue. When I went to do the following day bank reconciliation the bank balance tab was only displaying the difference between debits and credits. The difference in the total being displayed is our yearend balance from 2016 (which is $52,563.72) This is the only company being affected by this issue Additional attachment is my daily working edit list for today, February 22 so that you may see what we are doing. I have been authorized to request the Premium Service time frame for this issue.	Complete	-1	Dena	Dena.chance@practicaltek.com	23/02/2017	Eileen Watts	253
La Tienda	1033	Task 1033 – Company and Plant Configuration Audit	50	Desc: Perform a through company & plant configuration audit – findings and recommendations report for Tim. Wanted to mention this because we typically get asked to run an audit on your current company and plant settings in Epicor. This is all in an effort to ensure that your current settings are in line with industry standards and best practices. If you know that you have many changes to make and E10 won”t “mirror” your current settings now then let us know if you”d like our help in setting up the new environment”s “backbone”.	Complete	0	Sam	Sam.bise@practicaltek.com	23/02/2017	Tim Harris	233
La Tienda	1034	Task 1034 – Jim To Schedule Discussion All Hold Phase 2 Needs	50	Jim to schedule a discussion about all hold/phase 2 needs.	Complete	0	Jim	Jim.chance@practicaltek.com	23/02/2017	Tim Harris	233
Polyportables (Dahlongea, GA)	1035	Task 1035 – Provide Customer MES Training Remotely	7	Provide customer MES training remotely	Complete	0	Sam	Sam.bise@practicaltek.com	23/02/2017	Ben Burford	191
Dynamic Metals (Elkhart, IN)	1722	Task 1722 – APM Enhancements	8	 Go ahead and transition this one to S.T. assign to you. Update/include notes. Mark to get more details from users – if they don’t know, spend time educating them about how it works via join.me sessions. Explain so that they have more knowledge to give you more direction. Related to issue 280	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	22/03/2018	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1723	Task 1723 – Packaging Instructions On Part Record	50	Issue 469 Packaging instructions on the Part record to flow down to the Job Traveler and Pick ticket Jim to post the user that this is to be entered by them once development is completed Jarrad – this was a duplicate of 263	Complete	0	Assign Resource		22/03/2018	Derric Smith	321
Dynamic Metals (Elkhart, IN)	1724	Task 1724 – Roll Out Preventative Maintenance	50	issue 58 Roll out preventative maintenance based on set frequencies Mark Smith also wants “Daily” PM for several pieces of equipment. One report, many styles	Complete	0	Sam	Sam.bise@practicaltek.com	22/03/2018	Mark Smith	321
Dynamic Metals (Elkhart, IN)	1725	Task 1725 – Load All Existing PIR”s Into Epicor	50	Issue 476 Exhibit 125 Load All Existing PIR”s Into Epicor	Complete	0	Jim	Jim.chance@practicaltek.com	22/03/2018	Dave Ironside	321
Seymour Tubing Inc. (Seymour, IN)	1726	Task 1726 – Reports Are Ending Up In Scheduled Tasks	10	Desc: When I try to run a report it ends up in scheduled tasks. In system agent, it adds a new schedule with a task. The report never returns. I have not spent very much time at all on this, and was wanting to see if maybe you could take a look. If you need some more information, please let me know what you will need.	Complete	0	Brandon	Brandon.chance@practicaltek.com	23/03/2018	Scott Chasteen	288
Acro Metal Stamping Inc. (Milwaukee, WI)	1727	Task 1727 – Perform Full Technical Review For 10.1 Upgrade	20	Perform a full technical review. Customer wants information for upgrading from 100.0.700.4 to the latest of 10.1	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	27/03/2018	Jim Wolfenberg	176
Dynamic Metals (Elkhart, IN)	1728	Task 1728 – User Codes Training	50	See Task folder for full desc.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	27/03/2018	Glenn Pulianas	321
Briskheat (Columbus, OH)	1729	Task 1729 – Onsite Full End To End BPR	7	Onsite full end to end BPR. Write up recommendations. Use latest questions list. Ask about their upgrade plans. Note: Attempt to book something the week of 4/23. Note: Confirm if they want a 2 or 3 day agenda (both are attached) – I wasn’t quite sure based on departments and size.	Complete	0	Sam	Sam.bise@practicaltek.com	28/03/2018	Ron Clemons	330
Dynamic Metals (Elkhart, IN)	1730	TASK 1730 – Supplier KPI Dashboard	50	Build new KPI dashboard for supplier information. Issue 93.0 Exhibit 462 KPI monitor displays. Set to autorefresh or refresh manually 3/2, to send me existing examples. To review my KPI”s for other useful measurements and post me 3/12, sent invite to Dwayne for 3/15	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	28/03/2018	Dwayne Adkins	321
Luna Inc. (Roanoke, VA)	1731	Task 1731 – Need To Create New RMA Report Style In Vantage	9	Customer has built a new Crystal report but needs our service to add it with a new report style. Customer has built a new Crystal report but needs our service to add it with a new report style. Note: Min. billing time for this will be 1 hour. He has had a hard time describing what he needs. Round up. I’ve created an updated report in Crystal that has the correct logo and company name I just can’t find where to create the new report style in Vantage. Jason Note: Min. billing time for this will be 1 hour. He has had a hard time describing what he needs. Round up.	Complete	0	Brandon	Brandon.chance@practicaltek.com	04/04/2018	Jason Shepherd	314
Ludwig Solutions (Addison, TX)	1732	Task 1732 – Sales Order Acknowledgement Change	8	Desc: Sales Order Acknowledgment change. See email for details. This is a new request for Elements Group under Andy Ludwig’s contract. Request Type: Standard Support Form: Sales Order Acknowledgment Style: Print SO Ack Issue Description: Customer Tax ID printing on order acknowledgement. Please see below and attached for details. See PDF”s in Task folder.	Complete	0	Chance	Chance.finley@practicaltek.com	04/04/2018	Tara Madia	305
Dynamic Metals (Elkhart, IN)	1733	Task 1733 – Shipping Label	50	Issue 289 Exhibit 102 Trina needs to supply examples of all customer specific labels Trina is going to supply all the customer specific lables she uses. This is its own label. There is a question here (for Dwyane) about shipment procedure. How do we want to process shipping lines with mulitple crates. Should we make a new line for each crate or make a new label that allows the flexibility to manually enter the amount for each label.	Complete	0	Josh	josh.scheffler@practicaltek.com	05/04/2018	Trina Barnes	321
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1734	Task 1734 – Return Info Tab	9	modification we are requesting for the Sales Order Entry screen ****see PDF in task folder.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	05/04/2018	Michael Cruz	304
Dynamic Metals (Elkhart, IN)	1735	Task 1735 – Part Shelf Life Part Screen Customization	50	Swap the PartShelfLife Field with the Number01 field. PartShelfLife currently doesn’t do anything within epicor, so dynamic would like this to be stored. Further customizations will be done off of this value. Value has already been populated for relevant parts in the DMT process	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	10/04/2018	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1736	Task 1736 – Preventative Maintenance Dashboard	50	Description of Requirement: PTS is to develop a custom dashboard to show upcoming Preventative Maintenance on Equipment based on a defined frequency. In Epicor, you define a “Frequency” from which the application will generate a Next Execute Date. This is when the system suggests the next preventative maintenance job be created. As you can see from the example below, there is a defined 30 days frequency value that determined the “Next Execute Date” of 10/23/14 (ignore the date). ****see task folder for the Spec created for this task by Sam B.	Complete	0	Josh	josh.scheffler@practicaltek.com	13/04/2018	Mark Smith	321
Dynamic Metals (Elkhart, IN)	1737	TASK 1737 – ShipLog Dashboard	50	Place In: Material Management  Shipping/Receiving  General operations  ShipLog Dashboard Master Filter: There will be multiple filters in this dashboard. This filter will affect ALL of the tabs in the entire dashboard. ***see task folder for additional details. The Shipped Date – the user will enter in a beginning and ending date. The dashboard will then display the records that have a shipped date in between the beginning and ending date entered. Layout: This dashboard will have a filter at the top that contains the Master Filter above. Below that, there will be multiple tabs that contain grids of data as specified below. Each tab will have a different grid showing its own data, filtered and specialized in its own way. Layout Details	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	13/04/2018	Dwayne Adkins	321
Dynamic Metals (Elkhart, IN)	1738	Task 1738 – New Version of Existing Syspro 6.1 Priority Dispatch Report	50	Develop a new custom version of the existing SYPRO 6.1 dispatch list report. See attached for layout & content desired. This need is not to be confused with Tony working with Malcom on jobs showing old dates. ***********THIS IS FOR GEM DIVISION BEING BILLED TO DYNAMIC SEE ATTACHMENT FOR TASK IN TASK FOLDER	Complete	-1	Chance	Chance.finley@practicaltek.com	17/04/2018	Malcom Eblin	321
Arizona Correctional Industries (Phoenix, AZ)	1739	Task 1739 – Epicor Pilot Add Customized Privileges	8	On Epicor Pilot – User ID: IMIT1 – Has most ‘Tools Options’ checked but needs ‘Customize Privileges’ checked to work on some projects. They do not have “Security Manager” checked. If I give them “Customize Privileges”, what exactly am I opening them up to and what do you recommend I monitor / track / do… , if anything, to keep my eye on what they are doing? I believe we log most everything, but I am still learning the admin side of Epicor. Once they have a Dashboard/BAQs the way the managers want it, they want to export / import it into Production Epicor. Note: 602-447-3153 direct line	Complete	0	Brandon	Brandon.chance@practicaltek.com	19/04/2018	Davie Barbee	197
Ludwig Solutions (Addison, TX)	1740	Task 1740 – Change To AR Invoice	20	: Change to the AR Invoice We have a new requirement for Elements Group. Support Type: Standard Type: SSRS Form: AR Invoice Custom Style: Print AR Invoice Requirement: Add invoice due date under the Invoice Number in top right.	Complete	0	Chance	Chance.finley@practicaltek.com	19/04/2018	Tara Madia	305
Quality Products (Charlotte, NC)	3212	Labor Transaction Approval	7	Patrick needs a certain labor transaction approved or purged (Preferably approved so they can keep the history). Sam to work with Patrick on getting this transaction pushed thru so they can close the job. Currently, they are unable to close the job with this pending labor transaction.	Complete	0	Sam	Sam.bise@practicaltek.com	24/06/2020	Patrick Mayne	369
Quality Products (Charlotte, NC)	3213	Training Education Database Cleanup ETC For Kevin Farmer	7	 Provide education & training for Kevin Farmer covering: o General Epicor database housekeeping, best practices and system administration (2-4 hours) o Log file clean up, backups, best maintenance for maximum performance  When was their last db reload?	Complete	0	Brandon	Brandon.chance@practicaltek.com	29/06/2020	Kevin Farmer	369
Quality Products (Charlotte, NC)	3214	Resolve Low Disk Space And Error Messages	7	 Resolve the low disc space message and the general error messages that are clicked thru while on the menu (1-3 hours)	Complete	0	Brandon	Brandon.chance@practicaltek.com	29/06/2020	Kevin Farmer	369
Quality Products (Charlotte, NC)	3215	Bring Up Enterprise Search	7	Bring up Enterprise search in LIVE	Complete	0	Brandon	Brandon.chance@practicaltek.com	30/06/2020	Patrick Mayne	369
Quality Products (Charlotte, NC)	3217	Configure Email Setups	7	Configure Email setups in company configuration. Then access with POC if an existing global alert could automatically email x persons for when each receiving occurs. This is likely to have issues, so offer a smart BPM to email a group of which x persons are members to when a specific receiving scenario occurs	Complete	0	Brandon	Brandon.chance@practicaltek.com	30/06/2020	Patrick Mayne	369
D&H Industries Inc (Oconomowoc, WI)	3219	Project Management	8	Overall Project Management Needs. Weekly Meetings, GO LIVE Agenda, Task list, etc.	Complete	0	Luke	Luke.Swartz@Practicaltek.com	30/06/2020	Michelle Roelandts	384
Decco Castings, Inc. (El Cajon, CA)	3220	Send Ahead Consulting	7	They need some assistance with some of the features associated to scheduling in Vantage 8.	Complete	0	Luke	Luke.Swartz@Practicaltek.com	02/07/2020	Clint Muhlestein	368
Midstate Machine (Winslow, ME)	3221	Change Logs Not Showing Up	7	#1 New ticket need – Epicor PM 6.1>10.2 change log didn”t show up. Dashboard. 5-years of change log data sent to Epicor. It’s converted and available but not available to see. Someone may need to create a BAQ to see those change logs. Vantage 6.1 -> 10 to see those change logs.	Complete	0	Luke	Luke.Swartz@Practicaltek.com	08/07/2020	Jill Pleau (MSM)	317
Midstate Machine (Winslow, ME)	3222	Open PO Line Dashboard Print	50	#2 New ticket need a new dashboard showing Open PO lines for a print – attachment UPDATE – 10/6/20 Jill wants the ticket reopened because there is an issue with how it functions.	User Testing	0	Brandon	Brandon.chance@practicaltek.com	08/07/2020	Jill Pleau (MSM)	317
Midstate Machine (Winslow, ME)	3223	Project Management	7	Project Management Duties	Complete	0	Luke	Luke.Swartz@Practicaltek.com	08/07/2020	Jill Pleau (MSM)	317
General Formulations (Sparta, MI)	3224	Assign Customization to Action Menu Process	90	Show Brad how to assign a customization to a screen that is called from the ”Actions” menu. He is trying to assign his customization to ”Inventory Transfer” screen which is accessed via the Menu path: Action > Transaction History.	Complete	-1	Brandon	Brandon.chance@practicaltek.com	10/07/2020	Brad Buettner	214
Midstate Machine (Winslow, ME)	3225	Move Enhanced Supplier Maintenance and Supplier Tracker to Go-Live Customizations Menu	7	Add Supplier Tracker Enhanced menu item to the customization folder; SupplierTRK_FMT. Copy and move Supplier Maintenance and Supplier Tracker to Live database Go-Live weekend.	Complete	0	Brandon	Brandon.chance@practicaltek.com	16/07/2020	Jill Pleau (MSM)	317
Refridgerated Solutions Group (Hudson, WI)	3226	Vantage ACH Bank Export Issue	90	7/31/20 Updated. Jim finished with spec/ change PrkTk resource over to Brandon. See updated info below and screenshots in ticket folder! DRC. PREMIUM ticket 3226 spec/outline development needs Customer needs a way to export to excel to save as a .csv from an Epicor dashboard showing specific fields so that they can right click and export. Critical run timing requirement: Customer MUST run this new Epicor Nacha dashboard AFTER the AP payment entry group exists and BEFORE its posted. Run: The developer is going to attempt to add a new selection from the Actions drop down in AP Payment Entry called: “Nacha Dashboard”. But if this isn’t possible we will add a new menu selection in AP General Operations called “Nacha Dashboard”. Dashboard: Run time filter prompts: A drop down is to be shown that represents all current un-posted groups in the AP Payment Entry area. The user will select a group. Extraction logic: To pull all records that exist from the AP payment entry for the group that the user indicates this file is to be built from and display the following… Layout: 6 fields Fields from left to right order: IndividualID Bank Routing # Bank Account number Supplier name Account Type Amount Fields formats: IndividualID – alphanumeric Bank Routing # – alphanumeric <- Note to developer, this field MUST retain its leading zeroes Bank Account number – alphanumeric <- Note to developer, this field MUST retain its leading zeroes Supplier name - alphanumeric Account Type – alpha Amount – numeric with 2 decimal – no dollar sign Fields sources: IndividualID -> This is the concatenation of the supplier ID & the invoice number For example, using the following screen shot this value would be: HomeH2580 representing this suppliers ID number and the invoice number (of which multiples will exist) Bank Routing # -> The group has the bank that its linked to. The bank info is to be used to go get the routing number <- Note to developer, this field MUST retain its leading zeroes Bank Account number -> The group has the bank its linked to. This is information that is in the corresponding bank table <- Note to developer, this field MUST retain its leading zeroes Supplier name – This is the supplier name linked to the AP Payment entry unposted record Account Type – This is a hard coded “C” value Amount – This is the “Invoice value” / amount paid tied to the groups invoice that exist that is unposted. See this screen shot: Additional comments: Multiple dashboard row results are expected. One row showing these 6 fields for each record that exists in the unposted AP Payment Entry group that exists. Testing needs: Customer must have Excel installed on the computer where PracticalTek development is remoted in to. Hopefully the server with access to Epicor test exists and has Excel installed on it. Show test results to Jim for an approval step Sample layout: IndividualID Bank Routing # Bank Account Number Name Account Type Amount ID001 064008637 12345 John Smith C 1199.70 ID002 064008637 006789 Jane Smith C 100.00 AB98 064008637 987654321 Joe Smith C 525.00 I have attached the Progress .R files for NL and MB that Epicor support pointed me to. I have also included the email from Kendall that outlines the specifications from the bank as well as what the current files look like for both NL and MB after the export process. If you need more information then we might need to schedule a time to talk with Kendall. See Ticket Folder for PDF information	Complete	-1	Brandon	Brandon.chance@practicaltek.com	17/07/2020	Mark Spence	403
D&H Industries Inc (Oconomowoc, WI)	3227	Printers at Multiple Locations	50	We have an issue that we are trying to solve regarding printers at multiple locations, and I was wondering if anyone on your team has the knowledge to help with this? If so, could you please open a new ticket and have them reach out to work with our Sam (copied on here) to resolve it? If an employee works at both plants and is printing, our current configuration is they have to login with a different user account at each location with different printers configured. Is there a way to have one user setup with multiple printers configured in Epicor?	Complete	0	Brandon	Brandon.chance@practicaltek.com	20/07/2020	Sam Neumueller	384
General Formulations (Sparta, MI)	3228	Add Part Historical Reason Code	90	Add the parts historical reason code value that may or may not exist for its transactional history as a new column in the Part History Transaction Tracker. This way the user can view any “reasons” that were applied to the part during any various transactions.	Complete	-1	Brandon	Brandon.chance@practicaltek.com	20/07/2020	Brad Buettner	214
D&H Industries Inc (Oconomowoc, WI)	3229	Setup Breaking and Routing Rules for SO Acknowledgement and PO Form	50	I am trying to add Email Routing rules to our SO Acknowledge and PO Forms but it doesn’t look like the email addresses pull over from the Customer or Supplier Maintenance. **Screenshots provided**	Complete	0	Josh	josh.scheffler@practicaltek.com	21/07/2020	Michelle Roelandts	384
Midstate Machine (Winslow, ME)	3230	Pre Go-Live To-Do”s	7	All Pre-Go-Live Weekend Needs	Complete	0	Luke	Luke.Swartz@Practicaltek.com	30/07/2020	Jill Pleau (MSM)	317
Ericson Manufacturing Company (Willoughby, OH)	3231	SOA Changes	7	For the first one that we already have the BPM and SSRS report for we just want to remove the Ship By info off the form and add a few fields to the header; see attached. This would then just become an acknowledgement that the order was received and processed in our ERP….no ship date info is given.	Complete	0	Josh	josh.scheffler@practicaltek.com	30/07/2020	Josh Ericson	346
La Tienda	1036	Task 1036 – Uplift Payflag BPM From E9 Environment to 10.1 Environment	50	Note to developer: There is an Excel file saved to this customers folder called: Reviewed with Jim and Tim Tienda Upgrade Technical needs This file has helpful background information pertaining to this assignment. Please reference it as a starting point. Desc: Uplift this BPM from the customers 9 environment to their 10.1 environment BPM BO GROUP ABL Code Comments PayFlag SalesOrder.GetNewOrderHed SalesOrderDefaults No Should Upgrade without Issue	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	23/02/2017	Benjamin Jemmott	233
La Tienda	1037	Task 1037 – Uplift Shipper BPM from E9 to E10	50	Note to developer: There is an Excel file saved to this customers folder called: Reviewed with Jim and Tim Tienda Upgrade Technical needs This file has helpful background information pertaining to this assignment. Please reference it as a starting point. Desc: Uplift this BPM from the customers 9 environment to their 10.1 environment BPM BO GROUP ABL Code Comments Shipper SalesOrder.MasterUpdate SalesOrderDefaults No Should Upgrade without Issue	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	23/02/2017	Benjamin Jemmott	233
La Tienda	1038	Task 1038 – Uplift ChangeStatus BPM from E9 to E10	50	Note to developer: There is an Excel file saved to this customers folder called: Reviewed with Jim and Tim Tienda Upgrade Technical needs This file has helpful background information pertaining to this assignment. Please reference it as a starting point. Desc: Uplift this BPM from the customers 9 environment to their 10.1 environment BPM BO GROUP ABL Code Comments ChangeStatus CustShip.POChangeStatus No Should Upgrade without Issue	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	23/02/2017	Benjamin Jemmott	233
La Tienda	1039	Task 1039 – Uplift MiscShipEntry CUSTOMIZATION from E9 to E 10.1	50	Note to developer: There is an Excel file saved to this customers folder called: Reviewed with Jim and Tim Tienda Upgrade Technical needs This file has helpful background information pertaining to this assignment. Please reference it as a starting point. Desc: Uplift this CUSTOMIZATION from the customers 9 environment to their 10.1 environment Name Customized Screen Active Code Comments MiscShipEntry MiscShipForm Yes Yes Code Gets Customer Info	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	23/02/2017	Benjamin Jemmott	233
La Tienda	1040	Task 1040 – Uplift PartAmazonUD01 CUSTOMIZATION FROM E9 TO E10.1	50	Note to developer: There is an Excel file saved to this customers folder called: Reviewed with Jim and Tim Tienda Upgrade Technical needs This file has helpful background information pertaining to this assignment. Please reference it as a starting point. Desc: Uplift this CUSTOMIZATION from the customers 9 environment to their 10.1 environment Name Customized Screen Active Code Comments PartAmazonUD01 PartForm Yes Yes Many Controls. Many Types. Code is focused on adding Multiple UDTables to the screen.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	23/02/2017	Benjamin Jemmott	233
La Tienda	1041	Task 1041 – Uplift PickedOrders CUSTOMIZATION from E9 to E10.1	50	Note to developer: There is an Excel file saved to this customers folder called: Reviewed with Jim and Tim Tienda Upgrade Technical needs This file has helpful background information pertaining to this assignment. Please reference it as a starting point. Desc: Uplift this CUSTOMIZATION from the customers 9 environment to their 10.1 environment Name Customized Screen Active Code Comments PickedOrders PickedOrdersForm No	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	23/02/2017	Benjamin Jemmott	233
La Tienda	1042	Task 1042 – Uplift RMA CUSTOMIZATION from E9 to E10.1	50	Note to developer: There is an Excel file saved to this customers folder called: Reviewed with Jim and Tim Tienda Upgrade Technical needs This file has helpful background information pertaining to this assignment. Please reference it as a starting point. Desc: Uplift this CUSTOMIZATION from the customers 9 environment to their 10.1 environment Name Customized Screen Active Code Comments RMA RMAProcForm Yes No Checkbox added	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	23/02/2017	Benjamin Jemmott	233
La Tienda	1043	Task 1043 – Uplift SourceUSMID CUSTOMIZATION from E9 to E10.1	50	Note to developer: There is an Excel file saved to this customers folder called: Reviewed with Jim and Tim Tienda Upgrade Technical needs This file has helpful background information pertaining to this assignment. Please reference it as a starting point. Desc: Uplift this CUSTOMIZATION from the customers 9 environment to their 10.1 environment Name Customized Screen Active Code Comments SourceUSMID VendorForm Yes No Checkbox added	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	23/02/2017	Benjamin Jemmott	233
La Tienda	1044	Task 1044 – Uplift SupplierPriceList CUSTOMIZATION from E9 to E 10.1	50	Note to developer: There is an Excel file saved to this customers folder called: Reviewed with Jim and Tim Tienda Upgrade Technical needs This file has helpful background information pertaining to this assignment. Please reference it as a starting point. Desc: Uplift this CUSTOMIZATION from the customers 9 environment to their 10.1 environment Name Customized Screen Active Code Comments SupplierPriceList SupplierPriceListEntryF Yes No Epicombo added	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	23/02/2017	Benjamin Jemmott	233
La Tienda	1045	Task 1045 – Uplift MtlQueue MODIFIED EPICOR REPORT from E9 to E10.1	50	Note to developer: There is an Excel file saved to this customers folder called: Reviewed with Jim and Tim Tienda Upgrade Technical needs This file has helpful background information pertaining to this assignment. Please reference it as a starting point. Desc: Uplift this MODIFIED EPICOR REPORT from the customers 9 environment to their 10.1 environment. Meaning locate the existing Epicor SSRS report and replicate the same changes that exist in their E9 Crystal report into the E10 SSRS report. ReportID Desc Style Name Crystal Report Crystal Report Path RDD Comments MtlQueue Material Queue report La Tienda Material Queue Report LTMtlQueue.rpt reports/CustomReports/LTMtlQueue.rpt LTMtlQueue To become a modified ssrs	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	23/02/2017	Benjamin Jemmott	233
La Tienda	1046	Task 1046 – Uplift MtlQueue MODIFIED EPICOR REPORT from E9 to E10.1	50	Note to developer: There is an Excel file saved to this customers folder called: Reviewed with Jim and Tim Tienda Upgrade Technical needs This file has helpful background information pertaining to this assignment. Please reference it as a starting point. Desc: Uplift this MODIFIED EPICOR REPORT from the customers 9 environment to their 10.1 environment. Meaning locate the existing Epicor SSRS report and replicate the same changes that exist in their E9 Crystal report into the E10 SSRS report. ReportID Desc Style Name Crystal Report Crystal Report Path RDD Comments MtlQueue Material Queue report La Tienda Pick List LTMtlQueue2.rpt reports/CustomReports/LTMtlQueue2.rpt LTMtlQueue To become a modified ssrs	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	23/02/2017	Benjamin Jemmott	233
La Tienda	1047	Task 1047 – Uplift MtlQueue Modifed Epicor Report from E9 to E10.1	50	Note to developer: There is an Excel file saved to this customers folder called: Reviewed with Jim and Tim Tienda Upgrade Technical needs This file has helpful background information pertaining to this assignment. Please reference it as a starting point. Desc: Uplift this MODIFIED EPICOR REPORT from the customers 9 environment to their 10.1 environment. Meaning locate the existing Epicor SSRS report and replicate the same changes that exist in their E9 Crystal report into the E10 SSRS report. ReportID Desc Style Name Crystal Report Crystal Report Path RDD Comments MtlQueue Material Queue report LT Material Queue W ShipVia LTMtlQueueWShipVia.rpt reports/CustomReports/LTMtlQueueWShipVia.rpt LTMtlQueue To become a modified ssrs	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	23/02/2017	Benjamin Jemmott	233
La Tienda	1048	Task 1048 – Uplift PackSlip Modified Report from E9 to E10.1	50	Note to developer: There is an Excel file saved to this customers folder called: Reviewed with Jim and Tim Tienda Upgrade Technical needs This file has helpful background information pertaining to this assignment. Please reference it as a starting point. Desc: Uplift this MODIFIED EPICOR REPORT from the customers 9 environment to their 10.1 environment. Meaning locate the existing Epicor SSRS report and replicate the same changes that exist in their E9 Crystal report into the E10 SSRS report. ReportID Desc Style Name Crystal Report Crystal Report Path RDD Comments PackSlip Packing Slip La Tienda Pack List Report LTPackLabl.rpt reports/CustomReports/LTPackSlip.rpt,reports/CustomReports/LTPackLabl.rpt LTPackSLip To become a modified ssrs	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	23/02/2017	Benjamin Jemmott	233
La Tienda	1049	Task 1049 – Uplift PackSlip Modified Report from E9 to E10.1	50	Note to developer: There is an Excel file saved to this customers folder called: Reviewed with Jim and Tim Tienda Upgrade Technical needs This file has helpful background information pertaining to this assignment. Please reference it as a starting point. Desc: Uplift this MODIFIED EPICOR REPORT from the customers 9 environment to their 10.1 environment. Meaning locate the existing Epicor SSRS report and replicate the same changes that exist in their E9 Crystal report into the E10 SSRS report. ReportID Desc Style Name Crystal Report Crystal Report Path RDD Comments PackSlip Packing Slip La Tienda Pack Label LTPackLabl.rpt reports/CustomReports/LTPackLabl.rpt,reports/CustomReports/LTPackLabl.rpt LTPackLabl To become a modified ssrs	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	23/02/2017	Benjamin Jemmott	233
La Tienda	1050	Task 1050 – Uplift PackSlip Modified Epicor Report from E9 to E10.0	50	Note to developer: There is an Excel file saved to this customers folder called: Reviewed with Jim and Tim Tienda Upgrade Technical needs This file has helpful background information pertaining to this assignment. Please reference it as a starting point. Desc: Uplift this MODIFIED EPICOR REPORT from the customers 9 environment to their 10.1 environment. Meaning locate the existing Epicor SSRS report and replicate the same changes that exist in their E9 Crystal report into the E10 SSRS report. ReportID Desc Style Name Crystal Report Crystal Report Path RDD Comments PackSlip Packing Slip La Tienda Pack List New LTPackslip3-002.rpt reports/CustomReports/LTPackslip3-002.rpt LTPackSlip2 To become a modified ssrs	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	23/02/2017	Benjamin Jemmott	233
La Tienda	1051	Task 1051 – Uplift PackSlip Modified Epicor Report from E9 to E10.1	50	Note to developer: There is an Excel file saved to this customers folder called: Reviewed with Jim and Tim Tienda Upgrade Technical needs This file has helpful background information pertaining to this assignment. Please reference it as a starting point. Desc: Uplift this MODIFIED EPICOR REPORT from the customers 9 environment to their 10.1 environment. Meaning locate the existing Epicor SSRS report and replicate the same changes that exist in their E9 Crystal report into the E10 SSRS report. ReportID Desc Style Name Crystal Report Crystal Report Path RDD Comments PackSlip Packing Slip La Tienda Pack List Test ShipLabl.rpt reports/PackSlipNew.rpt,reports/ShipLabl.rpt PackSlip To become a modified ssrs	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	23/02/2017	Benjamin Jemmott	233
La Tienda	1052	Task 1052 – Uplift List of BAQ Crystal Reports from E9 to E10.1	50	Desc: Uplift this LIST OF BAQ CRYSTAL REPORTS from the customers 9 environment to their 10.1 environment. Customer wants the new solution in E10 to still remain a BAQ Crystal solution – NOT SSRS. ReportID Desc BAQ Form Title Crystal Report Comments In Epicor Menu CycleCountAbs Count Accuracy Absolute Value Tienda-CycleCountAbsValue Count Accuracy Absolute Value CycleCountAbs.rpt Keep as Crystal Yes ShippedOrders Shipped Packs and Boxes Tienda-ShippedOrdersandBoxes Shipped Packs and Boxes ShippedOrders.rpt Keep as Crystal No Note to developer: There is an Excel file saved to this customers folder called: Reviewed with Jim and Tim Tienda Upgrade Technical needs This file has helpful background information pertaining to this assignment. Please reference it as a starting point.	Complete	0	Brandon	Brandon.chance@practicaltek.com	23/02/2017	Benjamin Jemmott	233
La Tienda	1053	Task 1053 – Uplift List of ODBC-OLE Crystal Reports from E9 to E10.1	50	Desc: Uplift this list of ODBC – OLE Crystal reports from the customers 9 environment to their 10.1 environment. Customer wants the new solution in E10 to still remain a Crystal Reports solution – NOT SSRS. Name Crystal Report Vantage Path MenuID Comments Lines Packed per Day LinesPackedPerDay.rpt \\EPICORSQL\Epicor905\CustomCrystalReports\LinesPackedPerDay.rpt LPD Doesn”t run. Got error then Epicor crashed. Keep as Crystal Note to developer: There is an Excel file saved to this customers folder called: Reviewed with Jim and Tim Tienda Upgrade Technical needs This file has helpful background information pertaining to this assignment. Please reference it as a starting point.	Complete	0	Brandon	Brandon.chance@practicaltek.com	23/02/2017	Benjamin Jemmott	233
La Tienda	1054	Task 1054 – Uplift List of Dashboards from E9 to E10.1	50	Desc: Uplift this list of Dashboards from the customers 9 environment to their 10.1 environment. DashboardID Description Creator In Menu BAQ(s) Comments ABCReportFin Copy of ABC Report NelsonNava No AgePAyableByVendor Lists Payables by Vendor, with age in days DiegoZuniga No AmazonInvoices Copy of Amazon Invoices NelsonNava Yes Tienda-Amazon Invoices AmazonOrders AmazonOrders manager Yes Tienda-AmazonOrders CatalogRequestors Copy of Catalog Requestors NelsonNava Yes Tienda-CatalogRequestors CreditCardDeclined Credit Card Order Status manager Yes Tienda-CreditCardDeclined CycleCountTotals CycleCountTotals manager Yes Tienda-CycleCount ExpirationDateReport Expiration Date Report VivekPatil Yes Tienda-Expiration Date Report GiftCardOrders List the Open Orders paid with a Gift Card DiegoZuniga Yes Tienda-GiftCardOrders OrdersOnHold Orders on Hold NelsonNava Yes Tienda-Orders on Hold OrderStatus Order Status manager Yes Tienda-OrderStatus Packers Pickers/Packers FernandoTarafa Yes Tienda-Lines Packed, Tienda-Lines Picked Pickers Lines Picked per Employee FernandoTarafa Yes Tienda-Lines Picked SpainPOs Copy of Spain POs FernandoTarafa Yes Tienda-SpainPOs SpanishVendorAP Spanish Vendor AP FernandoTarafa Yes Tienda-Spanish Supplier Invoic TiendaBackord02 Backorder Information – Negative Stock Parts RichErwin Yes Tienda-Backorder-GetNegativeQt WarehouseDashboard Warehouse Dashboard NelsonNava Yes Tienda-OrderDashBoard, Tienda-OrderDashBoard, Tienda-Warehouse DashboardShip Note to developer: There is an Excel file saved to this customers folder called: Reviewed with Jim and Tim Tienda Upgrade Technical needs This file has helpful background information pertaining to this assignment. Please reference it as a starting point.	Complete	0	Brandon	Brandon.chance@practicaltek.com	23/02/2017	Benjamin Jemmott	233
General Formulations (Sparta, MI)	1055	Task 1055 – Multiple Currency and Language Needs	20	Multiple Currency and Language Needs	Complete	0	Jim	Jim.chance@practicaltek.com	03/03/2017	Brad Buettner	214
Montana Metals (DesPlaines, IL)	1056	Task 1056 – Bring Up Forecasting	1	1.Bring up forecasting 2. User to practice loads, observing TPI (Forecast drops automatically when a firm job exists) 3. Set company config horizon to look out 24 weeks 4. MMP to revamp their Forecast Excel sheets to match Epicor”s requirements	Complete	0	Sam	Sam.bise@practicaltek.com	07/03/2017	Craig Kohrs	231
Montana Metals (DesPlaines, IL)	1057	Task 1057 – Review Customer Groups and Clean Up	1	1. Need to review customer groups & clean up	Complete	0	Jim	Jim.chance@practicaltek.com	07/03/2017	Craig Kohrs	231
Montana Metals (DesPlaines, IL)	1058	Task 1058 – Build Spec With Craig	1	Desc: Sam to build spec with Craig and forward the approved spec to development for: 1. Create a new part updateable dashboard with filters of class, stock/non-stock, etc.. Update: Costing method? Stock/non-stock, class, etc.. *** Task Update *** – They want to hold off on this for now. Maybe come back to this after all of the updates via DMT.	Complete	0	Sam	Sam.bise@practicaltek.com	07/03/2017	Craig Kohrs	231
Montana Metals (DesPlaines, IL)	1059	Task 1059 – Review UOM”s and UOM Conversions Update and Housekeep	1	. Review UOM”s & UOM conversions – update/housekeep	Complete	0	Sam	Sam.bise@practicaltek.com	07/03/2017	Craig Kohrs	231
Montana Metals (DesPlaines, IL)	1060	Task 1060 – Reaction to PO Suggs with Expedite and Activate Purchase Requisistions	1	1. Review UOM”s & UOM conversions – update/housekeep1. Reaction to PO suggs with expedite 2. Activate purchase requisitions	Complete	0	Sam	Sam.bise@practicaltek.com	07/03/2017	Craig Kohrs	231
Montana Metals (DesPlaines, IL)	1061	Task 1061 – Limit Total Number of Line Items on a Sales Order	1	1. If possible, limit the total # of line items on a sales order to 100 or less; this is for performance purposes. When more than 100 lines are needed create another sales order – until you upgrade to version 10	Complete	0	Jim	Jim.chance@practicaltek.com	07/03/2017	Craig Kohrs	231
Montana Metals (DesPlaines, IL)	1062	Task 1062 – MTS Line Item Part Sales Order Entry	1	1. For MTS line item part sales, when in the sales order entry: line item release, do not check make direct. 2. Also, while in sales order entry, do not use of the job order wizard. 3. Allow override – also hide job order wizard – for only certain user(s) security	Complete	0	Sam	Sam.bise@practicaltek.com	07/03/2017	Craig Kohrs	231
Montana Metals (DesPlaines, IL)	1063	Task 1063 – Create Customer Price List	1	1. Create customer price list, test load against new sales orders	Complete	0	Sam	Sam.bise@practicaltek.com	07/03/2017	Craig Kohrs	231
Montana Metals (DesPlaines, IL)	1064	Task 1064 – Clean Up Supplier Record Build Supplier Price List for Discounting	1	. Clean up supplier records. Duplicates. Housekeeping 2. Build supplier price list for discounting 3. Need to review supplier groups & clean up	Complete	0	Jim	Jim.chance@practicaltek.com	07/03/2017	Craig Kohrs	231
Montana Metals (DesPlaines, IL)	1065	Task 1065 – Clean Up Customer Records	1	Clean up customer records. Duplicates. Housekeeping	Complete	0	Jim	Jim.chance@practicaltek.com	07/03/2017	Craig Kohrs	231
Montana Metals (DesPlaines, IL)	1066	Task 1066 – PO Price BPM	1	. Desire PO pricing controls 2. When the PO line item price = 0 do not allow receiving. Create override to allow – perhaps via a certain user(s) could run a release for this BPM one time per PO and/or receiving *Task Update* – New need revolves around a BPM that would not allow the buyer to save a purchase order if a price hasn’t been included per line item.	Complete	0	Brandon	Brandon.chance@practicaltek.com	07/03/2017	Craig Kohrs	231
Montana Metals (DesPlaines, IL)	1067	Task 1067 – Choices from Actions Menu Not Available for Users	1	1. Most users don’t have ability to choose anything from the Actions menu in System Monitor. Especially for Status Balloon Properties.	Complete	0	Brandon	Brandon.chance@practicaltek.com	07/03/2017	Craig Kohrs	231
La Tienda	1068	TASK 1068 – SOEntry and CustShipEntry Customizations	50	Fix the customization in E10 for the Customer Shipment Entry screen and the Sales Order Entry screen.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	08/03/2017	Benjamin Jemmott	233
Montana Metals (DesPlaines, IL)	1069	Task 1069 – Prd Group Sweet Spots And Clean Up	1	1. Need to know product group sweet spots 2. Need to clean up product groups, too many & assign new GL control codes	Complete	0	Sam	Sam.bise@practicaltek.com	09/03/2017	Mike Randall	231
Montana Metals (DesPlaines, IL)	1070	Task 1070 – Work Order Priority Dispatch View Manage Tool	1	Need work order/priority dispatch view-manage tool	Complete	0	Sam	Sam.bise@practicaltek.com	09/03/2017	Steve Heckard	231
Montana Metals (DesPlaines, IL)	1071	Task 1071 – Combine Like Jobs – Requires APM	1	Need to combine like jobs 2/23, This requires APM Advanced Production Management Sam to advise MMP to purchase APM for this feature. Then train user for combine like jobs need.	Complete	0	Sam	Sam.bise@practicaltek.com	09/03/2017	Robin Woodman	231
Montana Metals (DesPlaines, IL)	1072	Task 1072 – Use Part Analysis Code for Category	1	Use part analysis code for category if desired	Complete	0	Sam	Sam.bise@practicaltek.com	09/03/2017	Steve Heckard	231
Montana Metals (DesPlaines, IL)	1073	Task 1073 – New Part Creation	1	1. When a new part is created the STANDARD must be established by the cost adjustment application 2. When the need for a part must have both an AVG and STD costing method alternate methods must be created 3. Assurance of an accurate MOM exists 4. Review production standard number 5. Are the BOO and BOM reflective of the purchasing or manufacturing process 6. Set the planning fields….. A. days of supply for purchased parts b. min = what customer requires c. max d. safety stock 7. Country of origin 8. Set default buyer 9. Set default warehouse/bin 10. Load manufacturing lead times – supports CTP *The Est. hrs. is based on a possible 7,000 records	Complete	0	Jim	Jim.chance@practicaltek.com	09/03/2017	Steve Heckard	231
Montana Metals (DesPlaines, IL)	1074	Task 1074 – Create Cost Method Update Reason Code and Additional Items	1	. Create cost method update reason code 2. Roll costs procedure 3. P.I. material out/clear on-hand 4. BAQ out 5. MMP: Update excel file a. Clear non-stock checkbox b. Costing method = STD c. Reason code d. Backflushing(needs decided) 6. DMT in	Complete	0	Jim	Jim.chance@practicaltek.com	09/03/2017	Steve Heckard	231
Montana Metals (DesPlaines, IL)	1075	Task 1075 – Review-Redesign All Resource Groups and Resources-Set Costing Burden Rates And Hours Set Machines	1	1. Review, redesign all resource groups and resources 2. Set costing burden rates 3. Set burden hours 4. Set machines/resources – queue times, calendars/holidays	Complete	0	Sam	Sam.bise@practicaltek.com	09/03/2017	Steve Heckard	231
Montana Metals (DesPlaines, IL)	1076	Task 1076 – Scrub Part Methods for Accuracy and Additional Items	1	Scrub part methods for accuracy. Update resources/resource groups. 2. Update pull as assembly, plan as assembly, view as assembly 3. Set scheduling start/start, finish/start, finish/finish	Complete	0	Jim	Jim.chance@practicaltek.com	09/03/2017	Mike Williams	231
Montana Metals (DesPlaines, IL)	1077	Task 1077 – Execute New Procedure Of Running The Job Receipt to Inventory	1	Execute new procedure of running the Job receipt to inventory application to support scenarios where a job for MTS has completed and the movement of inventory to stock	Complete	0	Sam	Sam.bise@practicaltek.com	09/03/2017	Robin Woodman	231
Montana Metals (DesPlaines, IL)	1078	Task 1078 – Job Completion Closing Process	1	1. Job completion/closing process a. Of interest, set parameters tight/low % to auto complete 2. New Procedure: Production planner workbench, view jobs, shortages; then what do I want to release – who? Steve, Robin, Peggy, Katherine 3. Need to clean up old jobs (see tab A) 4. Old data – incomplete operations exist on the priority dispatch reports 5. We recommend executing the capture WIP process once a week 6. Clean up open/old jobs via job status maintenance	Complete	0	Sam	Sam.bise@practicaltek.com	09/03/2017	Robin Woodman	231
Montana Metals (DesPlaines, IL)	1079	Task 1079 – In Depth Training Planning Workbench	1	In-depth training with use of the planning workbench to support daily use in supporting the MTS demands 2. Understand management of existing job suggestions – delete/change/cancel	Complete	0	Sam	Sam.bise@practicaltek.com	09/03/2017	Robin Woodman	231
Montana Metals (DesPlaines, IL)	1080	Task 1080 – Need For Consignment Warehouse With Non-Nettable Bins	1	1. Expressed need for a consignment warehouse with non-nettable bins 2. Then shipping would use the misc. shipment application to ship from these bins 3. Create consignment warehouse & non-net table bins 4. Share consignment best practices 5. Review consignment process and considering using transfers of materials to consignment bins and then use sales order shipping and pricing process only when material needs to be consumed and invoiced to customer upon their notice that they have consumed the material on site	Complete	0	Sam	Sam.bise@practicaltek.com	09/03/2017	Robin Woodman	231
Montana Metals (DesPlaines, IL)	1082	Task 1082 – Security Needs	1	Note: See attached emails for more background from Jim C. User name: Jim Devries Desc: Security needs: 1. Lock down access to the job order wizard in sales order entry 2. Need user list of who should have access, default unavailable 3. Lock down access to issue material and mass issue applications *Need list of users who can run either of these	Complete	0	Brandon	Brandon.chance@practicaltek.com	09/03/2017	Jim Devries	231
Montana Metals (DesPlaines, IL)	1083	Task 1083 – Clear All Unfirm Job Suggestions -Set Backup Job	1	: 1. Clear all unfirm job suggestions prior to testing and just prior to GO LIVE 2. Setup background job to run to support production planner workbench dashboard data	Complete	0	Sam	Sam.bise@practicaltek.com	09/03/2017	Jim Devries	231
Montana Metals (DesPlaines, IL)	1084	Task 1084 – PTS Recommends GO LIVE Date	1	1. PTS recommends that the GO LIVE data is at/near the first of the month	Complete	0	Jim	Jim.chance@practicaltek.com	09/03/2017	Jim Devries	231
Montana Metals (DesPlaines, IL)	1085	Task 1085 – Routing MOM Method Of Manufacturing Needs	1	: Routing, MOM, method of manufacturing needs: 1. Accuracy of MOM’s – solid routings, production standard values a. Decide on a strategy of which parts you want reviewed in detail for potential improvements b. Using this data, update the routings, etc.… 2. Update routers where the last operation = subcontract and change those. Make last op = inspection? 3. Update all MOM”s for the last operation = Inspection 4. MOM’s need to represent scrap/overage needs to accommodate material pulling for extra qty – procedure for this allowance – built into MRP/purchasing 5. Set auto receive to inventory on the final operation of a MOM – to be decided Same needs for the Job Entry side: A. MOM’s need reviewed to match job creation for each appropriate MOM level a. JE and/or Eng. workbench *The Est. hrs. is based on a possible 7,000 records	Complete	0	Jim	Jim.chance@practicaltek.com	09/03/2017	Mike Williams	231
Montana Metals (DesPlaines, IL)	1086	Task 1086 – Create Schedules-Setup MRP Processing Job	1	Desc: 1. Create schedules 2. Setup MRP processing job. a. Setup for 7 days a week. 1 regenerate, 6 net 3. See exhibit tab B	Complete	0	Sam	Sam.bise@practicaltek.com	09/03/2017	Robin Woodman	231
Montana Metals (DesPlaines, IL)	1087	Task 1087 – Set Up PO Suggestions Job	1	Desc: 1. Setup PO suggestions job. See exhibit C	Complete	0	Sam	Sam.bise@practicaltek.com	09/03/2017	Peggy Anallo	231
Montana Metals (DesPlaines, IL)	1088	Task 1088 – Spec for Insert Part Comments In PO	1	: Spec then pass to development: 1. Insert Part comments if PO part has comments next to part number on PO Line	Complete	0	Sam	Sam.bise@practicaltek.com	09/03/2017	Peggy Anallo	231
Montana Metals (DesPlaines, IL)	1089	Task 1089 – Spec Print Resource Group And Resource on Job Traveler	1	: Spec then pass to development: 1. Print resource group and resource on job traveler (should be on standard report, – maybe left off modified report?)	Complete	0	Sam	Sam.bise@practicaltek.com	09/03/2017	Robin Woodman	231
Montana Metals (DesPlaines, IL)	1090	Task 1090 – GO LIVE Onsite Support by Jim Mark and Sam 5 days	1	. GO LIVE – onsite support by Jim, Mark and Sam 5 days (tapering down – all M-W. Thur-Fri: Jim & Sam) From 1097: Once all project tasks that are completed and all user testing has finished in the TEST environment, replicate all actions in LIVE on a date to be determined	Complete	0	Sam	Sam.bise@practicaltek.com	09/03/2017	Jim Devries	231
Montana Metals (DesPlaines, IL)	1091	Task 1091 – First Month End Financial Closing Support	1	1st month end financial closing support (remote on-call for 8 hours per Mike R. date)	Complete	0	Dena	Dena.chance@practicaltek.com	09/03/2017	Mike Randall	231
Montana Metals (DesPlaines, IL)	1092	Task 1092 – CRP Conference Room Pilot	1	: 1. CRP – Conference room pilot QTC proof of concept 3 PTS resources * 3 full days onsite *Examine parts, Methods, operations *Build MOM”s *Build jobs, schedule *Review Costs, customer groups, supplier groups, UOM”s, MRP results, PO suggestions, MTS processes, customer records, supplier records, product group, customer price lists, supplier price lists, resource groups, resources, planners use of workbench	Complete	0	Sam	Sam.bise@practicaltek.com	09/03/2017	Jim Devries	231
Montana Metals (DesPlaines, IL)	1093	Task 1093 – Spec Update The T And Cs To New Dialog In The PO Form	1	: Spec and send to development… 1. Update the T&C”s to new dialog in the PO form ***UPDATE*** She wants us to teach her how to update the PO Form with the correct T”s and C”s. Not sure if I”ve ever had a request like this…	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	09/03/2017	Wendy Erickson	231
Montana Metals (DesPlaines, IL)	1094	Task 1094 – Assist With Defining Test Scripts	1	. Assist with defining test scripts NOTE from Jim – see notes/onsite requirements list in task 1092 as a guide for composing this list of test scripts/scenario”s Essentially this is time to compose a detailed who is to have the lead (Jim, Sam or Mark) with performing a thorough set of steps testing specific scenario”s supporting each listed area of need in task 1092. Run drafts by Jim for thoroughness. Use other listed test script examples on PTS as part of your new list. Also include test scenario suggestions from Jim D. and Mark W.	Complete	0	Sam	Sam.bise@practicaltek.com	09/03/2017	Jim Devries	231
Montana Metals (DesPlaines, IL)	1095	Task 1095 – Final Tech Uplifts by Jeremy Final Upgrade to 9.05.702 By Brandon	1	1. Final tech uplifts by Jeremy 2. Final upgrade to the latest 9.05.702 by Brandon against LIVE These 2 tasks are to be coordinated and scheduled by Jeremy asap against the LIVE system. The PTS MMP consulting team would like to see this accomplished in the near term. This task is not associated to the MTO>MTS project. And is identified as a beneficial performance & bug remediation activity.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	09/03/2017	Jim Devries	231
Montana Metals (DesPlaines, IL)	1096	Task 1096 – MRP Course	1	MRP Course, Job Completion/Closing 1078, Planning Workbench, Production Planner Workbench *Make sure you hit all of these topics during the training*	Complete	0	Sam	Sam.bise@practicaltek.com	09/03/2017	Jim Devries	231
Montana Metals (DesPlaines, IL)	1097	Task 1097 – Replicate All Actions from TEST Environment into LIVE on Date TBT	1	Once all project tasks that are completed and all user testing has finished in the TEST environment, replicate all actions in LIVE on a date to be determined	Complete	0	Jim	Jim.chance@practicaltek.com	09/03/2017	Jim Devries	231
Gigavac (Carpinteria, CA)	1098	Task 1098 – Random APM Errors	20	Desc: Customer is receiving random APM processing errors. Environment needs examined and messages diagnosed plus logs viewed. Error messages are attached. Involve Kevin is required. Users description: I also included text files with the errors we have been getting when we try to use auto print to print to APM as well as pictures of the auto print settings we have in Epicor. We get error 1 about 7 times a day now and errors 2 and 3 once or twice a day. The same two users do the printing every day by opening sales order entry, clicking the auto print button and then clicking save at the end of the day for all reviewed orders.	Complete	0	Brandon	Brandon.chance@practicaltek.com	10/03/2017	John Sutton	300
Gigavac (Carpinteria, CA)	1099	Task 1099 – Sales Order Entry and Fulfillment Work Bench Items	2	In sales order entry… 1. Change existing Expected ship date field label to: Promise date 2. Add new date field labeled “Expected ship Date” to order header, order line item, order release screens a. Make mandatory b. At new sales order entry the expected ship date = promise date. The expected ship date should not be editable from the sales order screen. In fulfillment workbench… 1. Add the new UD “expected ship date” to… a. A new column b. The workbench search window I. Search results <= UD "Expected ship date" date chosen 2. Delete existing fulfillment workbench column called expected ship date Our order entry screen already has a customization on it so the additional date field will have to be built on top of our current customization.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	10/03/2017	John Sutton	300
Gigavac (Carpinteria, CA)	1100	Task 1100 – Update Existing Custom Supervisor Dashboard	10	Ver: 10.1 Desc: Update existing custom supervisor dashboard. Requires new fields, sorts and summing(sub-query). Customer runs this dashboard and then exports it to an excel output. Changes desired to reduce human/manual calculations and data manipulation time as well as make the data smarter. The new columns that are needed in the dashboard are represented in the Excel file defined in columns R,S,T,U,V,W. Plus columns: x, y, z and zz <- these are to be user enterable in the dashboard. Columns: R,S,T,U,V,W and there logic is defined in the comment in the cell of the header in the spreadsheet. I have indicted to the customer anything can be done – so let’s do our best to impress them with this solution. Sub-queries, etc… User comments: I attached the excel file you asked for with comments explaining the formulas. The file also contains an excel version of the dashboard the supervisors are currently looking at in Epicor.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	10/03/2017	John Sutton	300
Gigavac (Carpinteria, CA)	1101	Task 1101 – Send/Reset the PI/CC Process to Clear	20	Send/reset the P.I./C.C. process to clear.	Complete	0	Jim	Jim.chance@practicaltek.com	10/03/2017	Justin McAllister	300
Gigavac (Carpinteria, CA)	1102	Task 1102 – Kanban Screen Qty to Default to Blank	10	Customer has the issue of operators not clearing the default existing zero in the Kanban screen for the qty. Instead of entering a 2, they will end up entering 20. Proposed solution: I proposed this being defaulted to blank. They agreed. Based on the following I proposed a BPM. They also want an additional pop-up that shows once they either tab off the qty field or click save that says: “Process entered quantity? (Yes/No)” This is a conditional response requirement. If yes is clicked then the screen is transacted. If they click No the Kanban receipt is not updated and the user stays in the screen allowing them to edit the entry. User comment: The Kanban qty should default to blank instead of 0. A quantity and PN confirmation window should come up when the user clicks update with a “yes/no” choice. If yes is clicked then the kanban receipt is updated. If no is clicked then the kanban receipt is not updated and the user is able to edit the entry.	Complete	0	Brandon	Brandon.chance@practicaltek.com	10/03/2017	John Sutton	300
Gigavac (Carpinteria, CA)	1103	TASK 1103 – New Time Phase Inquiry Checkbox Filters	10	Ver: 10.1 Desc: Add 2 new checkboxes to the Time phase inquiry. One to ignore/not list any for purchase orders that are for “Cancel”. Another to ignore/not list any for purchase orders that are for “Expedite”.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	10/03/2017	Eric Hoffman	300
Gigavac (Carpinteria, CA)	1104	Task – 1104 Set Up And Present Training Course – Enterprise Search	20	Setup and present a training course on the use of Enterprise search.	Complete	0	Brandon	Brandon.chance@practicaltek.com	10/03/2017	John Sutton	300
Gigavac (Carpinteria, CA)	1105	Task 1105 – Review SetUp Tweak Test Train on Enterprise Social	20	Customer hasn’t had success with bringing up Enterprise Social. Review setup, tweak/tune up for user, test and provide a training session on its use. Review first before doing any join.me sessions as mentioned below. Customer comment: We”ve setup and installed ESE already but we believe it is not working properly. John would like to setup a webex to review	Complete	0	Brandon	Brandon.chance@practicaltek.com	10/03/2017	John Sutton	300
La Tienda	1106	TASK 1106 – Uplift AddEmailPhone BPM	50	Uplift AddEmailPhone BPM in SalesOrder.ChangeShipToID BO. Group: SalesOrderDefaults	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	10/03/2017	Benjamin Jemmott	233
La Tienda	1107	TASK 1107 – Uplift AddEmailPhone2 BPM	50	Uplift AddEmailPhone BPM; BO: SalesOrder.ChangeSoldToID; Group: SalesOrderDefaults This BPM is same as 1106, but exists in different BO.Method	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	10/03/2017	Benjamin Jemmott	233
La Tienda	1108	TASK 1108 – Uplift SetLot BPM	50	BPM: SetLot BO: CustShip.CreateMassShipDtl Group: Nelson	Complete	0	Brandon	Brandon.chance@practicaltek.com	10/03/2017	Benjamin Jemmott	233
La Tienda	1109	TASK 1109 – Uplift CustomerInfo BPM	50	BPM: CustomerInfo BO: SalesOrder.GetByID Group: SalesOrderDefaults	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	10/03/2017	Benjamin Jemmott	233
La Tienda	1110	TASK 1110 -Uplift SetWhseQty BPM	50	BPM: SetWhseQty BO: SalesOrder.GetByID Group: SalesOrderDefaults	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	10/03/2017	Benjamin Jemmott	233
La Tienda	1111	TASK 1111 – Uplift SetAutoAssign BPM	50	BPM: SetAutoAssign BO: Customer.GetNewCustomer Group: CustomerIDAutoAssign	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	10/03/2017	Benjamin Jemmott	233
La Tienda	1112	TASK 1112 – Uplift SetShipToAutoAssign BPM	50	BPM: SetShipToAutoAssign BO: Customer.GetNewShipTo Group: CustomerIDAutoAssign	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	10/03/2017	Benjamin Jemmott	233
La Tienda	1113	TASK 1113 – Uplift SetLot2 BPM	50	BPM: SetLot BO: CustShip.MarkShipmentLines Group: Nelson	Complete	0	Brandon	Brandon.chance@practicaltek.com	10/03/2017	Benjamin Jemmott	233
La Tienda	1114	TASK 1114 – Uplift SetWhseQty2 BPM	50	BPM: SetWhseQty BO: SalesOrder.MasterUpdate Group: SalesOrderDefaults	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	10/03/2017	Benjamin Jemmott	233
La Tienda	1115	TASK 1115 – Uplift SetLot3 BPM	50	BPM: SetLot BO: CustShip.POFindBuffer Group: JMS	Complete	0	Brandon	Brandon.chance@practicaltek.com	10/03/2017	Benjamin Jemmott	233
La Tienda	1116	TASK 1116 – Uplift SetNewCustID BPM	50	BPM: SetNewCustID BO: Customer.Update Group: CustomerIDAutoAssign	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	10/03/2017	Benjamin Jemmott	233
La Tienda	1117	TASK 1117 – Uplift Date_Validations BPM	50	BPM: Date_Validations BO: SalesOrder.Update Group: Cr8_SO_Update	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	10/03/2017	Benjamin Jemmott	233
Gigavac (Carpinteria, CA)	1118	Task 1118 – Replace SN Box Spreadsheet	20	: The current process of capturing the serial # and box # step into a spreadsheet needs to be replaced and incorporated into Epicor for later use – inventory and shipping. Customer comment: Replace SN/Box Spreadsheet: Gigavac currently scans SNs and records what box number they are in. This is happening at the end of the mfg line. After shipping we record which box numbers shipped. This is a very manual process. Would like to find a solution in Epicor, potentially PCID, Master Pack, Pack out. We would like to generate a BC label for the box instead of handwritten, that includes PN, Date, QTY, Box Number. We did a quick run through of Master Packs. We don’t think this will work for us because Epicor requires customer, order line and release at time of entry. We will not have this information at the time when we are packing the box with serialized items. Should we investigate PCID or other solution? Need: User – Ryan to send Jim the label layout. Next: Jim to review issue, test and send a recommendation. From our testing we suspect this may be another case where we develop an interface in LabView to capture the data into a CSV file then use SC to put the data into Epicor after the fact. This one may take more investigation to determine the path forward. It would be preferable to just capture the data in Epicor without Labview/SC.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	10/03/2017	John Sutton	300
Gigavac (Carpinteria, CA)	1119	Task 1119 – Create a Brand New SSRS Label Called Pack ID Label	20	Create a brand new SSRS label called Pack ID Label. The trigger for when and how this label is to be printed is to be worked out by the PTS developer and John. Perhaps in the customer shipment entry action/print step where the existing radio buttons for the pack list exist. Customer will use this label to apply to the side of the boxes that they ship. Use the attached for the layout requirements as well as the dimensions. You can test print this on our zebra printer for a label similar in size.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	12/03/2017	John Sutton	300
Gigavac (Carpinteria, CA)	1120	Task 1120 – Create a Brand New SSRS Label -Receiving Label	20	: Create a brand new SSRS label Receiving Label. Dimensions, layout, etc… is in the attached. Test print on 8.5” x 11” and measure sizing. PTS developer will need to confirm at what point/trigger does the customer want to be able to print this label. My thought is at the time of using the receipt entry application. It can then print all applicable datapoints on the label from what’s known via the receiving.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	12/03/2017	John Sutton	300
Polyportables (Dahlongea, GA)	1121	TASK 1121 – Fix BPM from TASK 572	20	This task is really TASK 572, but needed to reenter as 572 was pre-SolutionTracker. Need to fix a BPM that didn’t upgrade properly from a small upgrade. Need to contact POC to figure out which BPM is not working correctly.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	16/03/2017	Ben Burford	191
Montana Metals (DesPlaines, IL)	1122	Task 1122 – Uplift Multiple Existing Dashboards from .600 to .702	1	: Could be multiple POC’s. Time for min/max came from Jeremy’s Hrs. Est. spreadsheet for MMP. Desc: Uplift multiple existing dashboards from .600 to .702 See task folder for additional information that would not copy to this box.	Complete	0	Brandon	Brandon.chance@practicaltek.com	16/03/2017	Cisco Mills	231
La Tienda	1123	TASK 1123 – Uplift Customer Maintenance Cust	50	Uplift “ProtectCustIDa” customization.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	17/03/2017	Benjamin Jemmott	233
General Formulations (Sparta, MI)	1124	Task 1124 – Primary WH/Bin CSE Customization	20	Develop a customization that links the Primary Warehouse and Bin information from the Part record to the sales order release as well as the “From” location for the Pack ID. ***Jeremy*** – Please provide quote for this particular task. With the ST changes recently, we would have to play around with the functionality but this is just a one-time need to make sure this task is under $2,000 for development (at the 135/hr rate) Refer to spec within task folder for full details.	Complete	-1	Jeremy	Jeremy.chance@practicaltek.com	21/03/2017	Brad Buettner	214
General Formulations (Sparta, MI)	1125	Task 1125 – Create Enhancement In PO Entry	20	Create an enhancement In Purchase Order Entry for when a new line is added it defaults to have the Taxable Check Box (checked) we would like this to be default (unchecked). Below is a screenshot of the PO Entry Screen – Line tab with the field I am referring to circled.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	22/03/2017	Brad Buettner	214
Montana Metals (DesPlaines, IL)	1126	Task 1126 – Part Detail Report	1	Robin wants a custom report that would show all supply (all on-hand quantities per location) and demand against a filtered part.	Complete	-1	Sam	Sam.bise@practicaltek.com	23/03/2017	Robin Woodman	231
Montana Metals (DesPlaines, IL)	1127	Task 1127 – Uplift Four Dashboards from .600 to .702	1	Desc: Uplift these 4 dashboards for MMP from: .600 to .702 and ensure each run properly and are added to a menu. Note: Wendy might not be the specific POC for all 4, ask her who goes to which. Jim Chance Founder, Practical Technology Solutions Phone: 419-557-2225 ext. 101 Email: jim.chance@practicaltek.com Practical Technology Solutions, LLC An Independent Provider of Epicor®, SYSPRO® and Macola® Services. www.practicaltek.com | Confidentiality Notice	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	23/03/2017	Wendy Erickson	231
Montana Metals (DesPlaines, IL)	1128	Task 1128 – Uplift Twelve Dashboards	1	Uplift these specific 12 dashboards for MMP from: .600 to .702 and ensure each run properly and are added to a menu. Note: Wendy might not be the specific POC for all 4, ask her who goes to which.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	23/03/2017	Wendy Erickson	231
Polyportables (Dahlongea, GA)	1129	Task 1129 – Bank Recon Training	50	Bank Reconciliation Training for 10.1	Complete	0	Dena	Dena.chance@practicaltek.com	24/03/2017	Ben Burford	191
Montana Metals (DesPlaines, IL)	1130	Task 1130 – Actions Required Related to Parts	1	: This task represents all actions required related to parts and come from the previous tasks of: • 1072 – (1) Use of part analysis code for sub-category • 1073 – (80) Multiple: Cost method = STD, Accurate MOM, Standard, days of supply, min, max, etc.. • 1074 – (40) Multiple: Rolls costs, custom BAQ filter extract, set non-stock on/off • 1076 – (24) Part method scrubbing/updating, update resource groups/resources, pull-plan-view assembly, scheduling radio buttons: start/start – finish/start – finish/finish • 1081 – (6) Formal part cost roll-up procedure – Dena with Mike R. • 1085 – (80) Multiple: Confirmation/Accuracy of MOM/routing, operations: subcontract & last, scrap	Complete	0	Jim	Jim.chance@practicaltek.com	27/03/2017	Craig Kohrs	231
Stanley Machining & Tool Corp (Carpentersville, IL)	1131	Task 1131 – Modify Formula on SMT Quotes Report	90	Desc: You helped with this report which I have attached as well as a screenshot of the issue im having. As you see when we enter a 0 dollar for a qty in the price breaks the minimum is displaying as zero. See email in task folder for examples Can we modify the formula so that if there is a zero dollar value, the report does not use that and uses the next lowest value.	Complete	-1	Brandon	Brandon.chance@practicaltek.com	28/03/2017	Mark Trzaska	169
General Formulations (Sparta, MI)	1132	Task 1132 – Custom Invoice Form Showing Wrong Invoice Numbers	20	We have a custom Invoice form that is working correctly except for 1 issue. (Jarrad has worked on this form previously). We are having a problem with the form showing wrong invoice numbers. If each invoice is printed individually the invoice numbers are correct, but when the invoices are printed as a group, there is an issue on multipage invoices and the following invoices where the invoice number at the top of the page is incorrect (number advances when it should not – on a two page invoice the second page will show an invoice number of one more than the first page of the invoice). We would like PTS to review and correct the form. Please drop me a note or give me a call if you need any additional information.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	29/03/2017	Brad Buettner	214
Xentris Wireless	1133	Task 1133 – Build A Spec For A Multi-Pane Dashboard	7	Sam to build a spec for the attached Excel spreadsheet to become a multi-pane dashboard. Sam to obtain MIN & MAX from Jarrad and assign to Jarrad once spec is user approved.	Complete	0	Sam	Sam.bise@practicaltek.com	04/04/2017	Dave Spalla	302
General Formulations (Sparta, MI)	1134	Task 1134 – Unbalanced Entry Generated By Capture WIP Process	20	I am getting an unbalanced entry generated by the Capture WIP process. I have corrected the GL through a manual journal entry and closed the month but would like to see if you have a resource that could take a look at the Review Journal and tell me what settings need to be corrected to avoid this going forward. Premium Level request please.	Complete	-1	Dena	Dena.chance@practicaltek.com	05/04/2017	Brad Buettner	214
Accu-Fab (Wheeling, IL)	1135	Task 1135 – Receipt Entry Error Message	20	Note from Jim to developer – see notes in email to understand some of the basics of background. Desc: We are having an issue with an area of the customization we had you create for us. We are getting this error message in receipt entry when you click the create shipping/packer label. Can you guys take a look and fix the issue.. thanks	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	05/04/2017	Ken Larsen	184
General Formulations (Sparta, MI)	1136	Task 1136 – Customer Shipment Skid Number and Skid Weight	20	NOTE: Assigned resource is to first contact Brad before starting Desc: Customer Shipment Skid # and Skid Weight Objective Our company ships many LTL shipments that consists of multiple skids of product. We are currently packing these shipments as multiple Packs and then using the Master Pack function to combine them into a single shipment. This method is rather cumbersome and creates some undesirable results. We would like to pack these shipments as a single pack but still be able to track individual skids. I have already set up a current field to track Skid Number and written an SSRS report that will create skid labels based on the Skid Number assigned in Customer Shipment Entry. Action 1. I would like PTS to add a UD field to ShipDtl for Skid Weight (ShipDtl.SkidWieght) and put an entry column for this field on the Customer Shipment Entry Screen (both summary and detail tabs). 2. Create a button on the Customer Shipment Entry screen (summary) that would then total the Skid Weight column and put the total in the Pack Weight field I think a short remote session to demonstrate the functionality I am looking for would be helpful before your team starts would be very helpful.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	07/04/2017	Brad Buettner	214
General Formulations (Sparta, MI)	1137	Task 1137 – Multiple Part Update Needs	20	1. Create a basic BAQ where the company = sparta and the part plant that has the “Process MRP” checkbox is cleared/false; display part #, description and this checkbox field 2. Export to Excel and send to me to review 3. Once Jim approves of the file send it to both POC’s and ask them to mark or highlight which rows they want the process MRP checkbox set to on 4. Using this file, get with Brandon and tell him you have a user file of part # that need the process MRP checkbox set to TRUE for this customer/E10 – he will process the data and advise you when done or if any updates failed – coordinate this 5. Have all of this first done in TEST; then post the POC’s and have them spot check 5 to 10 parts to confirm they are ok, if they are, then do the same BAQ; update/DMT stuff against LIVE 6. Once done in live have the users check the part data again to confirm they are ok 7. Also with this assignment I need you to check their generate PO suggs job to see how they have it setup and post me if you see something out of the ordinary – this assignment is intended to ensure all eligible tasks parts that should show up in PO suggs is – currently sometimes they don’t see them 8. I also would like for you to view there MRP job and check its settings	Complete	0	Sam	Sam.bise@practicaltek.com	12/04/2017	Thomas Cheslek	214
Montana Metals (DesPlaines, IL)	1138	Task 1138 – Update Reason Codes	1	Update Reason codes. PTS to provide direction, best practices, lessons learned, consultations and development services with the reason codes list. Inactivation/deleting, GL control codes, build new, etc… a. Update reason codes? i. Create new task # 1. Craig to build proposed new reason type & reason code list; send to Jim	Complete	0	Jim	Jim.chance@practicaltek.com	20/04/2017	Craig Kohrs	231
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1139	Task 1139 – Upgrade Technical Review	50	: Customer desires to upgrade from 9.05.702 to 10.1 and needs a full technical review performed with an estimate per line item in your Excel report per need for PTS time to uplift. Analyze their 9.05.702 environment.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	20/04/2017	Michael Cruz	304
Unique Sports Products (Alpharetta, GA)	1140	Task 1140 – Bring Up MRP-All Things MRP	4	Bring up MRP. All things MRP. Schedule and have discovery sessions/meetings. Provide training. Setup in test. Have users test. Answer questions. Active in live.	Complete	0	Sam	Sam.bise@practicaltek.com	21/04/2017	Mike Niksich	221
Remke Industries Inc. (Wheeling, WV)	1141	Task 1141 – Create A New RMA Dashboard In E10	10	Create a new RMA dashboard in your E10 environment showing specific information Note: Customer is on E10	Complete	0	Brandon	Brandon.chance@practicaltek.com	24/04/2017	Rick Joslin	145
Ludwig Solutions (Addison, TX)	1142	Task 1142 – SSRS Specs for SO vs ACT Report	10	see customer task file.	Complete	0	Chance	Chance.finley@practicaltek.com	28/04/2017	Andy Ludwig	305
Polyportables (Dahlongea, GA)	1143	TASK 1143 – Down Time Button	3	“Down Time” button on MES main interface. Once clicked and associated with a reason code, this data could feea report or dashboard to give them some visibility as to why their machines are down/not running production.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	01/05/2017	Ben Burford	191
Polyportables (Dahlongea, GA)	1144	TASK 1144 – Down Time Reporting	7	Overall Equipment Efficiency Report/Dashboard – Start Time vs Scheduled Start Time, Actual run time vs scheduled run time, Reason codes associated with the down time. This is all in an attempt to get a better idea of what their typical downtimes consist of.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	01/05/2017	Ben Burford	191
Polyportables (Dahlongea, GA)	1145	TASK 1145 – Scrap Customizations	7	PolyPortables needs several customizations regarding how they use Scrap. See the customer supplied spec.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	02/05/2017	Ben Burford	191
General Formulations (Sparta, MI)	1146	Task 1146 – New Report – EntityGLC	20	I have a new premium request for a report. With some help from Epicor support I have discovered the problem with my AR Detail not balancing with the General Ledger. It is because on occasion the proper record is not getting written to the EntityGLC table. Epicor support has supplied me with a data fix program to manually add the records to EntityGLC, this corrects the problem but does not keep it from happening again. I would like a report that left outer joins the InvcHead table to the EntityGLC table using the two keys Company/Company and InvoiceNum/Key1 and then shows records in InvcHead that do not have a match in EntityGLC. I attempted to write the report myself in Crystal but InvoiceNum/Key1 are different data types and I am not skilled in SQL enough to overcome this quickly. This report would show me a list of invoices that are in InvcHead but not EntityGLC and then I can use the datafix program to correct.	Complete	-1	Chance	Chance.finley@practicaltek.com	03/05/2017	Brad Buettner	214
Spartan Graphics (Sparta, MI)	1147	Task 1147 – MES Clock Out Timesheet Enhancement	7	: MES clock out generate a timesheet enhancement Spartan is on Vantage 8.03 not Epicor 10. The server is SGITS01. Both the “practech” and “practech2” users have both logged on to this server before.  A mock of the timesheet sent to me as an attachment – Attached  Will the timesheet be from a network location? – No. It will be in the default Vantage server\reports folder.  I can give you a windows print to printer choice window – We’d prefer sending it to the user’s default client printer.  When you say print automatically, what will trigger this? their daily log off click step? A new button? Something else? – Clicking on clock out would trigger the print process.  What timesheet are you referring to? The one attached to this e-mail. This is a custom crystal report. Path is on the bottom of the attachment. See Task Folder for Attachment	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	05/05/2017	Corey Lanting	306
Arizona Correctional Industries (Phoenix, AZ)	1148	Task 1148 – Add Copy To Excel Option to 3 Dashboards	7	I have 3 dashboards that for some reason don”t have the “Copy To Excel” > option. > > Distribution Center Non-Min-Max Item Information – DCNonMinMax Open > Sales Orders Florence – OSOFlorence Distribution Center Transfer > Cartons In- Transit (DC In-Transit) – DCInTransit > > Please have someone address these. They can do it on the “live” system. >	Complete	0	Chance	Chance.finley@practicaltek.com	08/05/2017	Ray Zorz	197
Montana Metals (DesPlaines, IL)	1149	Task 1149 – Misc Shipment Customization 2 Crystal Report Changes	1	3 needs. Misc. shipment customization. 2 Crystal report changes. ***see task folder for additional details**** Note from Jim: Time for this must be noted in QB in the comments/description area as: Task 1080 – ? Hours	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	09/05/2017	Robin Woodman	231
General Formulations (Sparta, MI)	1150	Task 1150 – Customize Customer Shipment Entry	20	Customize the customer shipment entry shipments line grid fields to be a specific order for all Epicor and MES users per the following grid layout indicated. See email in task folder for additional information and screenshots.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	12/05/2017	Brad Buettner	214
General Formulations (Sparta, MI)	1151	Task 1151 – UOM Issue – Error Messages	20	* Jeremy – The scope of this task has changed. Refer to the spec in the task folder for more details on how the BPM will operate * Opportunity/ Quote Entry in the manufacturing details is where the logic error occurs. Typically just when adding the glue (03 is typically the indicator). See task folder for additional information I just did it in regular ‘Job Entry’ and it let me type it all in, it just indicated a rounding error.	Complete	-1	Jeremy	Jeremy.chance@practicaltek.com	16/05/2017	Thomas Cheslek	214
General Formulations (Sparta, MI)	1152	TASK 1152 – Order Process Review DBD Error	20	User Angie Carlson has major errors when she uses this dashboard/customization that PTS built. It looks like TASK 781 and 949 impacted this dashboard. 781 was Brandon”s task and 949 was jarrads. This issue/error only occurs for this one user. For all Details so far see email in task folder. Error is so odd that you”ll probably have to join.me the user and go from there.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	17/05/2017	Thomas Cheslek	214
General Formulations (Sparta, MI)	1153	TASK 1153 – Long Print Times	20	The Material Transaction Report is taking over 20 minutes to run. Customer reports they”ve had this issue previously. Investigate why this report takes so long to print sometimes and resolve.	Complete	0	Chance	Chance.finley@practicaltek.com	17/05/2017	Thomas Cheslek	214
Accu-Fab (Wheeling, IL)	1154	TASK 1154 – Multiple Customer PONums	1	Situation: We have a few customers that send us po numbers for orders/releases that are a blanket order. This gives us authorization to build the product. Then when they want us to send a release to them we get a completely new P.O. number from them Result: The order entry personnel have to enter the blanket order/releases with the original P.O. When the shipping release P.O. comes in they have to delete the release from the blanket sales order and create a new sales order. Issue: There is several steps to doing this and any error is hard to catch and can cause us either delayed shipment to the customer or incorrect inventory/production requirements. Possible Solution #1: Be able to put the P.O. number on the sales order release vs it being on the sales order header/summary. (If this is even possible I believe it would be expensive as it deals with many areas of Epicor. Order Entry, Shipping, AR, etc) Possible Solution #2: Be able to go to the blanket sales order release and through a customization split that release off into its own sales order automatically. This would have to create a new sales order equal to the release that is being split off. It would have to delete the release that is being split off. It would also have to take into consideration if lock line qty is set and adjust the lock line qty the amount the release that is being split off is.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	17/05/2017	Ken Larsen	184
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1155	TASK 1155 – Various Consulting Needs	50	Upgrade from 9.05.702 to 10.1: Modules customers says he has (for you to consider consulting, setting up, training) AP, AR, GL, Payroll (not using), Maintenance Mgmt, Job Mgmt, Engineering, QA, Enterprise QA, Adv. Planning/Scheduling, MRP, Project Mgmt, Scheduling, Data collection, Inventory, Purchasing, Ship/Rec, Order Mgmt, Doc Mgmt, MES shop floor See email in folder for full details.	Complete	0	Sam	Sam.bise@practicaltek.com	22/05/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1156	9 to 10.1 Upgrade	50	Customer is upgrading from 9.05.702a to 10.1. Customer indicates they would like to be LIVE by end of year.	Complete	0	Brandon	Brandon.chance@practicaltek.com	22/05/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1157	TASK 1157 – PackSlip Report and COC Uplift	50	Customer has a complex PackSlip that needs to be uplifted to E10. Developer needs to strategize for the best solution. Essentially, they have a Packslip and when it”s printed for specific customers, a COC automatically prints along with it. In the task folder, you will find each piece of the PackSlip… there are many. ADDENDUM: Customer has just asked us to only uplift “PackSlipVR” and “PackSlipVR_Standard_C_of_C”.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	23/05/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1158	TASK 1158 – Modified Epicor Reports Uplift	50	In the task folder, you will find a list of the customer”s Epicor “out of the box” reports that need uplifted to E10. Address each as needed and involve POC when necessary. Also, in know the title/name of this task is misleading, but also included in this task is uplifting of a BAQ Report called “FPYJAN14”. The reports that need uplifted are outlined in the excel sheet in the task folder.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	23/05/2017	Michael Cruz	304
General Formulations (Sparta, MI)	1159	TASK 1159 – Terms Code Credit Hold	20	Can you write our company a BPM that would run nightly (3AM) that would look for any customer with the terms codes below and put them on Credit Hold if there is a match? If they are already on Credit Hold – no action necessary. 50D 5060 CIA CERT CC DC	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	25/05/2017	Brad Buettner	214
General Formulations (Sparta, MI)	1160	TASK 1160 – SSRS Quote PartDesc Issue	20	Our custom SSRS quote form (see attached) uses a bit of code to spilt part descriptions onto multiple lines. This is necessary due to the way SSRS handles strings. We are having an issue with this putting in and extra line on some parts – I believe it is a CR/LF issue and determining what needs to be done if only one of these is found rather than both. We would like your help in getting this form to behave as desired (which is to print the part description exactly as it appears on screen).	Complete	-1	Chance	Chance.finley@practicaltek.com	25/05/2017	Brad Buettner	214
Montana Metals (DesPlaines, IL)	1161	UOM Issues / Conversion Process Run	1	Error message from Jim DeVries looks to be related to a conversion process that needs to be ran. I will have to perform this during quiet time to ensure a proper run. Coordinated with Wendy Erickson.	Complete	0	Sam	Sam.bise@practicaltek.com	05/06/2017	Jim Devries	231
Montana Metals (DesPlaines, IL)	1162	TASK 1162 – Received Not Invoiced Rpt	1	Mike is POC as Pamela is on vacation during 6/5/17 – 6/9/17. Pamela is the one that reported problem, but issue is simplistic, so Mike should be OK to contact. Issue: “I printed the received but not invoiced report today and it is truncating the PO number. Currently our PO”s have 7 numbers I have attached the 1st page of the report for your review.”	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	05/06/2017	Mike Randall	231
Dudek & Bock Spring Mfg. Co. (Chicago, IL)	1163	DMT Needs	20	DMT Needs	Complete	0	Brandon	Brandon.chance@practicaltek.com	05/06/2017	John Sieracki	133
General Formulations (Sparta, MI)	1164	Task 1164 – Balance Sheet Error	20	Balance Sheet Error message for GF German Company	Complete	-1	Brandon	Brandon.chance@practicaltek.com	06/06/2017	Brad Buettner	214
General Formulations (Sparta, MI)	1165	Task 1165 – Return Material BPM	20	The production department has a concern that I believe you may be able to help out with. When returning material that has been issued to a job, there is a concern of potentially typing in an incorrect amount. While this is something that we know cannot be completely eliminated, we would like to be able to minimize the error possibility. Therefore, the question was asked, “can there be a limitation to what is being returned”? Could we limit the returned material to less than or equal to the quantity issued to the job per lot number? Return Material Return Qty. < Issued Qty.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	07/06/2017	Thomas Cheslek	214
Syspro Services (Costa Mesa, California)	1166	Task 1166 – Inventory Movements Report	7	Need the attached report created for Duct-o-Wire, contact below. 16hrs signed estimate. Contact Andy and schedule completion of this report.	Complete	0	Chance	Chance.finley@practicaltek.com	09/06/2017	Andy Luchini (Duct-O-Wire)	307
Syspro Services (Costa Mesa, California)	1167	Task 1167 – Shipping Label – 4 x 6	7	CC Danielle Sponseller Bartender Request Shipping Label – 4 x 6″ Templat Application Builder – Shipping Label Print – Based on Sals Order	Complete	0	Chance	Chance.finley@practicaltek.com	09/06/2017	Jen McAuley (Hudson River Foods)	307
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1168	Task 1168 – Company and Plant Configuration Audit	50	Peform CC and Plant C audit and send results to Jim	Complete	0	Sam	Sam.bise@practicaltek.com	12/06/2017	Michael Cruz	304
Syspro Services (Costa Mesa, California)	1169	Task 1169 – Inventory Label – 4 x 6″	7	CC Danielle on all interactions Bartender Request Inventory Label – 4 x 6″ Template PO Inspection – Accept into stock Reprint Application Builder ( Includes adhoc printing from inventory, freely select fields to print)	Complete	0	Chance	Chance.finley@practicaltek.com	13/06/2017	Jen McAuley (Hudson River Foods)	307
Syspro Services (Costa Mesa, California)	1170	Task 1170 – Setup Label Integration	7	Bartender Request Setup Label Integration	Complete	0	Chance	Chance.finley@practicaltek.com	13/06/2017	Jen McAuley (Hudson River Foods)	307
Syspro Services (Costa Mesa, California)	1171	Task 1171 – Sales Tax Report	7	Sales Tax Report for Triad Racing Technologies To Discuss details with Angel Garcia	Complete	0	Chance	Chance.finley@practicaltek.com	13/06/2017	Angel Garcia (SYSPRO)	307
Caloptix (San Ramon, CA)	1172	Task 1172 – Company and Plant Configuration Review	1	Full CC and Plant C audit * Jim – I think I started on this one already. Check task folder. I think I grabbed all screenshots from CC and Plant C to begin my review. Perhaps not, maybe it was for Valve. Just remembered that I started one of them.	Complete	0	Sam	Sam.bise@practicaltek.com	13/06/2017	jon Muir	308
Caloptix (San Ramon, CA)	1173	Bank Reconciliation Training Version Version 10.0	1	Customer wants training on the bank reconciliation for version 10 and 10.1	Complete	0	Dena	Dena.chance@practicaltek.com	13/06/2017	jon Muir	308
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1174	Task 1174 – Various Finance Issues -Financial Statements-Full Finance Training	50	Build Customer Financial Statements	Complete	0	Dena	Dena.chance@practicaltek.com	13/06/2017	Michael Cruz	304
Pickwick Manufacturing Services (Cedar Rapids, IA)	1175	Task 1175 – CADlink Training	50	Jim to provide CADlink training to the end user at Pickwick.	Complete	0	Jim	Jim.chance@practicaltek.com	15/06/2017	Bob Moore	152
General Formulations (Sparta, MI)	1176	Task 1176 Invoice Has Extra Cents	20	Debbie has reached out to us with an issue related to some invoices in their LIVE environment (invoices 514427 and 514428). These invoices have some extra cents added on to them that we are not sure why or from where and were needing some help sorting it out. So I wanted to put her in touch with some people here at PTS that could help her with the Financial / Operational side of things as I don’t believe this is an issue related to a developed solution. Debbie’s direct number is: 616-606-7008	Complete	-1	Dena	Dena.chance@practicaltek.com	16/06/2017	Brad Buettner	214
Source Cut (Osseo, WI)	1177	1. Customized advanced search on a Cut list report to sort by job	7	a. The user would like to be able to sort by job on the job	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	16/06/2017	Jeremy Jones	309
Source Cut (Osseo, WI)	1178	Add the ship by date to MES station Move tags	7	a. We would like to see when the order is due. To us that is the RequestDate	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	16/06/2017	Jeremy Jones	309
Source Cut (Osseo, WI)	1179	Add material description to travelers	7	a. See description in the PDF “TravelerMaterialDescription.pdf”	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	16/06/2017	Jeremy Jones	309
General Formulations (Sparta, MI)	1180	AR Invoice Total vs Line Total	20	Line totals were not the same as invoice total amounts, invoice form needs adjusted.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	19/06/2017	Brad Buettner	214
General Formulations (Sparta, MI)	1181	Task 1181 – Capture WIP Errors -Euros	20	On the capture WIP – Customer is getting errors in Euros in their main company location. The main company is set up USD not EURO.	Complete	0	Jim	Jim.chance@practicaltek.com	20/06/2017	Brad Buettner	214
SS Dentistry (Lakewood, NJ)	1182	Task 1182 – Uplift 13 Progress ABL BPM”s to C#	7	BPM Uplifts see task folder for additional information.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	21/06/2017	Bob Van Norman	310
SetCo (Cincinnati, OH)	1183	Task 1183 – Shipping Enhancements	7	Shipping enhancements. Message from Jim: Scan customer provided outline, poke holes and drill down to actions, utilize PTS consulting if/as helpful, convert dialog into PTS spec, get final ok on spec, then proceed. (Keep spec step with development – Sam is booked solid)	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	21/06/2017	Eric Bilodeau	236
General Formulations (Sparta, MI)	1184	Task 1184 – Add 1 Field To Multiple Versions of Scheduled Shipments Report	20	Desc: Add 1 field to multiple versions of the Scheduled shipments report. I was wondering if you could make a quick adjustment on a few of our reports. We would like an additional field added that will show the amount that has been packed. See task folder for additional information	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	21/06/2017	Thomas Cheslek	214
Montana Metals (DesPlaines, IL)	1185	Task 1185 – Trial Balance -WIP Reconciliation	1	Desc: Seeing issues of the trial balance <> WIP reconciliation report. Needs in-depth forensics. Note: From Jim. Take first steps to confirm process – Mike has worked with Epicor for only 1 year. He might mention another person by the name of Roy – he is a brand new MMP employee and brand new to Epicor, so there could be holes in his procedure/end of month checklist. I tried to sell them out checklist/EOM training but they declined. You might want to try to resell this. Check best practices. Check GL control codes. Check all edit lists for balancing. Check review journal, etc… See previous notes from PTS when this has happened before. Check doc FAQ. Go as far as you can with this, then bounce to Jim as a last resort if required.	Complete	0	Dena	Dena.chance@practicaltek.com	22/06/2017	Mike Randall	231
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1186	Task 1186 – Finance Training	50	Onsite Training for: Financial Overview Terminology; Accts Receivable; Accounts Payable; Debit Note Processing; General Ledger;GL Controls Codes, Month End, Year End GL control code training : Need Full end to end AR, AP, GL, month end, year end full training, NO reoccurring. I’m expecting a lot of questions and challenges here. Leave ample time.	Complete	0	Dena	Dena.chance@practicaltek.com	22/06/2017	Michael Cruz	304
Caloptix (San Ramon, CA)	1187	Task 1187 – Clone Existing LIVE Epicor Database and Restore as TEST environment	1	Customer needs a clone of their existing LIVE database created and restored as a TEST environment. Check available disc space before executing. E10. Post Sam and Dena when completed, as other tasks are dependent on this.	Complete	0	Brandon	Brandon.chance@practicaltek.com	22/06/2017	jon Muir	308
General Formulations (Sparta, MI)	1188	Task 1188 – Customer Shipment Entry Issue	20	We are currently in the midst of working our German Warehouse (Setup as a company in Epicor) into full function. I went to ship an order yesterday morning and it seemed to have an odd reaction in Customer Shipment Entry. I clicked ”Ship All” and the status immediately changed to “Invoiced.” However, once I clicked the “Shipped” check box, the status changed to “Shipped.” Could you look into this? Brad was looking for the invoice but there seems to be no sign of recognition within Epicor.	Complete	0	Dena	Dena.chance@practicaltek.com	22/06/2017	Thomas Cheslek	214
General Formulations (Sparta, MI)	1189	Task 1189 – Review Germany Location Company Configuration	20	Look at the German location”s company configuration to verify it is set up correctly. Jim noticed a couple of items in the AR module configuration that weren”t check marked and had Dena correct those items. Also check and verify that the plant configuration is set up as well.	Complete	0	Sam	Sam.bise@practicaltek.com	23/06/2017	Brad Buettner	214
Montana Metals (DesPlaines, IL)	1190	Task 1190 – Legal Numbers Not Showing Up On Invoice Tracker	1	When you look at Sales order tracker under the invoice tab – you should see all invoices open and paid. On Sales Order 68376 It only shows 1 paid invoice. If you go to the shipments tab you can see a shipment was processed 5/18 packing slip 303635 for some reason this shipment does not have the field Legal number populated (pack ID) and it doesn’t appear on the invoice tab.	Complete	0	Jim	Jim.chance@practicaltek.com	23/06/2017	Pamela Brooks	231
General Formulations (Sparta, MI)	1191	Task 1191 – AR Group Out of Balance	20	AR Invoice Entry Group is out of balance. Possible GL Control Code Issue	Complete	-1	Dena	Dena.chance@practicaltek.com	28/06/2017	Brad Buettner	214
Caloptix (San Ramon, CA)	1192	Task 1192 – Upgrade Technical Review	1	: Customer needs a full technical upgrade review performed. They have accepted my recommendation of upgrading them from their current version of 10.0(something – see client connection for their precise current version) to the latest 10.1(something). Hence they need this review performed ASAP to understand just how heavily they are customized. Jeremy to view all existing categories (customizations, BAQ’s, BPM’s, etc..) and list a min/max for each discovery and send the list to Jim and Jon/Caloptix contact.	Complete	-1	Jeremy	Jeremy.chance@practicaltek.com	28/06/2017	jon Muir	308
General Formulations (Sparta, MI)	1193	Task 1193 – Inventory Usage BAQ	20	Build an inventory usage BAQ per the spec requirements. *** Be sure that you can achieve his requirements within the BAQ ***	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	29/06/2017	Thomas Cheslek	214
General Formulations (Sparta, MI)	1194	Task 1194 – Second Decimal Inventory Sweep	20	Upon completion of implementation, if PTS could “sweep” the system and issue out all inventory quantities beyond the second decimal place that would be fantastic	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	30/06/2017	Thomas Cheslek	214
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1195	Task 1195 – Part Mtl List Dashboard	50	Need dashboard for part 0 level and 1 level out – See email body paste – exhibit A in task folder.	Complete	0	Brandon	Brandon.chance@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1196	Task 1196 – Subcontract Receiving Notification	50	Note from Jim: POC might change, reach out to Mike to confirm Desc: Need a notification – email and/or pop-ups for when a subcontract receiving has occurred. Need to know which person/persons or group the notification should go to. Note: We have done this before.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1197	Task 1197 – Using Forecasting	50	Using forecasting. Present course at double speed. Insure this is in agenda. Check MRP & PO suggs	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1198	Task 1198 – Activate UPS FEDX Interface	50	Activate UPS/FedEx interface – 90% of shipments. Will need to know about the latest and greatest steps from Jim. Jeremy has completed the customization step that was needed for U.S. 16 remote. 8 onsite.	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1199	Task 1199 – Project Management Training Stepthrough	50	Need Project Management training/step through. Needs simplified, avoid job creation if possible? desire simple list	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1200	Task 1200 – Need QA Supplier Score Card System	50	Need QA supplier scorecard system based on On Time Delivery and quality history. NOTE from Jim: The developer should contact Jim for background with this once started	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1201	Task 1201 – Need Return to Vendor and Return to Customer Training	50	Need RTV (return to vendor) and RTC (return to customer) training for post inspection dings. Need RMA training for to customer and to supplier	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1202	Task 1202 – Confirm Version of Quality Exists in 10	50	: PTS to confirm which version of quality exists in 10 – need enhanced/inspection plans entry capability – advanced? Note from Jim: Customers request is to receive really good inspection training – in depth, you’ll need to increase/allow a LOT of time here. Inspection plans. In process. Receiving inspection. What’ happens during the flow and post action steps to other people/users of the system, etc….Lot’s of hand holding here and assurance of best practices and proper use.	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1203	Task 1203 – Need Tips and Techniques Training	50	Ø Need tips & techniques training	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1204	Task 1204 – Mass Update Drawings Feature	50	Valve needs a way to do a mass update to Engineering Workbench records in Epicor.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1205	Task 1205 – Need Improved ECO	50	: Need improved ECO – Check in/out revision control is cumbersome – express? Configuration control – ECO Check in/out Send notification What’s in inventory Note from Jim: Consultant needs to sit with the user and step through all issues, pain points related to the above roughly describe problem during the BPR. Need step by steps understood by consultant to list/articulate and write up what is hear with a list of recommendations – which could lead to further needs such as special training, development, etc… Consultant to writeup spec/development needs should the need for such be apparent. What do they need/want as well as part of the querying with the user by the consultant. Outline and recap back to the POC for approval, CC Mike as an approver of what you recommend he agrees with and allows development. If no development is identified as a genuine need then the consultant is to expand in this area detailed training – capabilities, etc… One last thing to keep in mind is – Jarrad has done ECO enhancements in the past for this area – so it might be prudent to include him as part of the discussion – user step through mtg. to keenly listen and add value. Lots of patience needed here shadowing to fully understand.	Complete	0	Jim	Jim.chance@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1206	Task 1206 – Extensive Eng Mgmt Training	50	Need extensive Eng. mgmt. training – to include but not limited to: Alternate BOM & Alternate Routing training	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1207	Task 1207 – Warranty Capture and Reporting	50	Desc: Need warranty capture and reporting. Note from Jim: Begin with having a conversation about what they want to do with warranty. Express what Epicor can do – very limited, BUT we’ve done a lot of enhancements here. Ping Jim as needed. Once a plan is outlined write up a spec. Determine capture points with user and best enforcement of warranty settings for pop-ups in what areas/steps – you’ll need to lead this conversation. Conclude by proposing a dashboard for reporting of data – obtain users input for what they would view as useful and write spec up.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1208	Task 1208 – Interface With VKS Process Instrument Operations	50	Need to interface with VKS – process instrument – operations Michelle W. Need to setup join.me to step through. API Want to enter MES labor quantities in VKS for operations service connect? API other	Complete	0	Jim	Jim.chance@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1209	Task 1209 – Sales Management Training	50	Need sales management training – Note: Perhaps presented in double speed? Feel this out.	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1210	Task 1210 – RMA – Enhance Job Entry Screen	50	RMA – Enhance the job entry screen with a function for repair order w/ serial #	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1211	Task 1211 – Update Existing MRP Run Job Create 2 Sets	50	Need to update existing MRP run job, create 2 sets, one for NET and one for REGEN. Ensure PO suggs is up and set correctly. Train/educate/show what you did and why.	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1212	Task 1212 – GL Control Code Training	50	Need GL control code training, setup, consulting, reviewing	Complete	0	Dena	Dena.chance@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1213	Task 1213 – Capture Link Drawing Numbers	50	Need to capture/link drawing numbers on non-conformances. Note: This needs an initial discussion with the actual POC. More details extracted, etc… See screens/steps. Once understood, write up, get spec approved, send to dev.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1214	Task 1214 – Custom Part Revision IMS Tab	50	Need custom part revision IMS tab with fields/checkboxes = x if part on the job, assembly, operation meet first article field = YES All first operations by default require 1st article/part inspection. Must be defined, spec’d, sent for approval and then FW to dev.	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1215	Task 1215 – BPM To Email Rashedd	50	Need a BPM to email Rasheed when Brad preforms an Eng. step in WB check in – send to email group Note: Step 1 by the developer is to understand the need via join.me, outline it, echo back to the POC, write up a spec, get approval, proceed	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1216	Task 1216 – Error At The Time of MES Collection	50	Error at the time of MES collection of qty on operation 10 for random jobs – see exhibit D – see task email body: see add”l details in the task folder.	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1217	Task 1217 – Full End to End Scheduling Training Setup Configuration	50	: Need full end to end scheduling training, setup, configuration	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1218	Task 1218 – Review MRP And PO Suggestion Task Setups	50	Need to review MRP and PO suggestion task setups – Similar to the other S.T. this is to make sure the review happens and check with the user to see if they have any questions and understand how to use PO suggs fully.	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1219	Task 1219 – Electronic Version Of Priority Dispatch Report	50	Need electronic version of priority dispatch report – excel friendly. Its possible they just don’t know about the SSRS out of the box version that offers an export capability; however if they don’t like that, format to what they want	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1220	Task 1220 – Full End Job Management	50	Need full end to end job management	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1221	Task 1221 – Analysis Of Existing Duplicate PO Suggestions	50	Analysis Of Existing Duplicate PO Suggestions	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1222	Task 1222 – Critical MRP Fields Report	50	Need critical MRP fields report Note: We have done this before – check around. I know we have this report in Crystal – perhaps one of the developers has replicated it in SSRS? This is in our library	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1223	Task 1223 – Updateable Dashboard By Product Group And Part Class Filters	50	Need updateable dashboard by product group and part class filters for updating the critical MRP fields such as min, max, safety stock, lead time Note: First step is for the developer to speak to POC and together compose a layout, build spec, get spec approved, code	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1224	Task 1224 – Analysis Of A Problem Job	50	Need analysis of a problem job when the material issue is required and leaves the job open partial – should complete automatically	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1225	Task 1225 – Full Purchasing Management Training	50	Need full purchasing management training	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1226	Task 1226 – Mass Job Closing Training	50	Needs Mass Job Closing Training	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1227	Task 1227 – Understand Capture WIP Process	50	Need to understand capture WIP Note: Involve Dena if needed, but this is primarily a step done by production; however sometimes its done by a finance person. If you find out its done by a finance person at VR; I want both of you to talk to the POC about how this works. Use course doc. * Dena – Jim wanted me to route this to you.	Complete	0	Dena	Dena.chance@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1228	Task 1228 – Training GL AR AP Month and Year End	50	: Need Full end to end AR, AP, GL, month end, year end full training, NO reoccurring. I’m expecting a lot of questions and challenges here. Leave ample time.	Complete	0	Dena	Dena.chance@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1229	Task 1229 – How To Stock Transfer To Quality Inspection	50	: Need to know how to stock transfer to quality inspection (Bin B2 to inspection) Note: Not 100% certain as to what the real pain point/issue is here. Needs to be further discovered, understood, wrote up for dev is necc, etc… It’s possible this will shake out during your in-depth quality training. Get to really know the quality module.	Complete	0	Sam	Sam.bise@practicaltek.com	04/07/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1230	Task 1230 – Verify Custom Indented Part Costing MS Access System Is Functional	8	: Need to make sure the custom “Indented part costing” MS Access system still functions for E10. Need to see these steps to isolate code/triggers. Patricia Killgallon Note: This is a complex need. Need to view access DB, understand what’s happening, what’s building this data, if this is really even a true need – maybe there is another option for VR – ask lots of questions – needs deep discovery; assigned to most senior developer. Involve Sam as needed for a consulting perspective as needed. As well as Dena/finance, lastly Jim Access file has been saved to main customer folder	Complete	0	Chance	Chance.finley@practicaltek.com	04/07/2017	Michael Cruz	304
Syspro Services (Costa Mesa, California)	1231	Task 1231 – RevChem Remote Training	7	Train Mark Baker mbaker@revchem.com on VB Scripting and Bartender Integration	Complete	0	Chance	Chance.finley@practicaltek.com	06/07/2017	Mark Baker (RevChem)	307
General Formulations (Sparta, MI)	1232	TASK 1232 – Vendor GL	20	I would like a report for General Formulations looks like Vendor ID | Vendor Name | GL Control Type | GL Control Code I would also like an option to show vendors with 1. All 2. With GL Control code assigned 3. Without GL Control code assigned	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	11/07/2017	Brad Buettner	214
General Formulations (Sparta, MI)	1233	TASK 1233 – GF Sales Analysis Report	20	I would like to have PTS modify our custom report (GF Sales Analysis) to group the line by invoice number and only show this grouped invoice line as the smallest detail line. Since we are shipping Master Packs we currently get multiple line for a single invoice and I do not want to show this level of detail.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	12/07/2017	Brad Buettner	214
Montana Metals (DesPlaines, IL)	1234	Task 1234 – Resource Group Efficiency Report Remake	1	Recreate the Resoure Group Efficiency report because its not showing all of there resource groups. Cant modify the selection criteria for the RDD so this is the best solutions	Complete	0	Chance	Chance.finley@practicaltek.com	13/07/2017	Steve Heckard	231
Montana Metals (DesPlaines, IL)	1235	Task 1235 – On Call Support For July Close	1	On Call support for first month end close since upgrade.	Complete	0	Dena	Dena.chance@practicaltek.com	14/07/2017	Roy Sparks	231
General Formulations (Sparta, MI)	1236	Task 1236 – Customize Customer Shipment Entry	20	: You had previously done some customizations (Jarrad) on our Customer Shipment entry screen. I met with our shipping team and we have some additional items 1. Need a calculated column added to the Shipment Lines grid a. Titled Total Ship Qty. b. = Job Ship Qty + Inv Ship Qty 2. Need a Summary Qty at the bottom that shows Distinct Count of Skid # column	Complete	-1	Jeremy	Jeremy.chance@practicaltek.com	17/07/2017	Brad Buettner	214
Montana Metals (DesPlaines, IL)	1237	Sales Order no Jobs Dashboard	1	Dashboard that shows make direct sales orders with no jobs linked to them.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	20/07/2017	Craig Kohrs	231
Montana Metals (DesPlaines, IL)	1238	Jobs no Sales Orders	1	dashboard showing jobs with no demand links to sales orders	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	20/07/2017	Jim Devries	231
Montana Metals (DesPlaines, IL)	1239	Dormant Job Dashboard	1	Dashboard showing dormant jobs where no transactions have occure against the job in the past 14 days.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	20/07/2017	Jim Devries	231
Montana Metals (DesPlaines, IL)	1240	Task 1240 – Order Release Updateable Dashboard	1	Updateable dashboard to modify whether an order release is FIRM or not as well as being able to update the Ship by Date.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	20/07/2017	Robin Woodman	231
Montana Metals (DesPlaines, IL)	1241	Task 1241 – Consignment Dashboard	1	Consignment Dashboard	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	20/07/2017	Robin Woodman	231
Montana Metals (DesPlaines, IL)	1242	Task 1242 – Test Serivces – Cut Out Oustside PO”s	1	Desc: Testing services to cut out outside PO”s and not use subcontract operations. We would like to keep the current process regarding the production details. Mark offered this as an option: The change we would like to implement is to add the part class “Test” in inventory/ part/ setup. When we complete and close the job, the actual costs post to the “Quality Supply Expense Account”. Currently, it is posted to a variance account.	Complete	0	Jim	Jim.chance@practicaltek.com	20/07/2017	Roy Sparks	231
Montana Metals (DesPlaines, IL)	1244	Task 1244 – GL Updating-Set Up New Accounts	1	GL updating; setting up new accounts	Complete	0	Jim	Jim.chance@practicaltek.com	20/07/2017	Roy Sparks	231
Montana Metals (DesPlaines, IL)	1245	Task 1245 – Texting Services To Cut Out Outside Pos	1	Consulting/step through time to discuss: Testing services to cut out outside PO”s and not use subcontract operations	Complete	0	Jim	Jim.chance@practicaltek.com	20/07/2017	Roy Sparks	231
SS Dentistry (Lakewood, NJ)	1246	Task 1246 – Training Database Not Allowing Print Preview Any Reports	10	They have a Training database that isn’t allowing them to print/print preview ANY reports.	Complete	0	Brandon	Brandon.chance@practicaltek.com	20/07/2017	Bob Van Norman	310
Caloptix (San Ramon, CA)	1247	TASK 1247 – Seko Shipments Not In Epicor	2	Need to take the attached data and cross check it to what Epicor says was shipped. Seko is another third party system that Caloptix transacts with and there is no service connect to/from them. Customer believes that several shipments from them have not been entered into Epicor ‘via’ customer shipment entry and needs it cross checked by any means/tool you find possible with this list easiest. If you can think of a way to create an import, process and kick out dashboard list that would be great, even if it means more time; because the customer feels this audit cross check is a perm need. Urgent now, but the cross check/comparison needs to be available on-going. Include $ info.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	24/07/2017	Peter Dennis	308
Caloptix (San Ramon, CA)	1249	Task 1249 – Pending SEKO Shipments Report	2	: Customer needs an “Pending SEKO shipments report”. Fields to be determined with user. Sort to be determined with user. Grouping = Added value orders and NON value-added orders <- contact customer for how this is determined in the sales order. Essentially the logic is: Show all sales orders that have been allocated and NOT customer shipped. “Sales orders sent to SEKO via fulfillment workbench” and now shipped.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	25/07/2017	Peter Dennis	308
Caloptix (San Ramon, CA)	1250	Task 1250 – Runtime Error-Fulfillment Workbench	1	Resolve the runtime error from too many records message in fulfillment workbench. See task folder for screenshot	Complete	0	Jim	Jim.chance@practicaltek.com	25/07/2017	Peter Dennis	308
Montana Metals (DesPlaines, IL)	1251	Task 1251 – Investigate MRP Generated Job Suggestions	1	Investigate why MRP generated job suggestions for part: 7010039H02	Complete	0	Jim	Jim.chance@practicaltek.com	25/07/2017	Robin Woodman	231
General Formulations (Sparta, MI)	1252	Task 1252 – Quantity Adjustments Issue	20	Ed Nieto is having some trouble getting the quantity adjustment to reflect true on hand quantities. I”m still confused as to why he said he “Should have zero” in inventory when he has 74 on hand and 51 of those are going to be shipped soon. He should have 23, not ZERO. Waiting for him to answer some preliminary questions before we take a deeper dive.	Complete	0	Sam	Sam.bise@practicaltek.com	25/07/2017	Thomas Cheslek	214
Caloptix (San Ramon, CA)	1253	Task 1253 – Min-Max Time To Download Install Setup and Configure S C	1	Send Jon a min/max of time to download, install, setup and configure S.C. to Jon. Once Jon approves time proceed. To learn how to do this: Contact UK resource, Epicor help and any other resource as needed. URGENT	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	25/07/2017	jon Muir	308
Caloptix (San Ramon, CA)	1254	Task 1254 – Kevin Joinme To Record Service Connect Installation	1	: Get with Kevin and setup a join.me for you to record what he does to download, install, setup and configure service connect. Note what he does and save to a new folder so that you can install S.C. going forward. I have some questions form Kevin that I’ll be including you in on so that you are posted of the exchange as I transition this to you.	Complete	0	Brandon	Brandon.chance@practicaltek.com	26/07/2017	jon Muir	308
General Formulations (Sparta, MI)	1255	Task 1255 – COS-WIP Reconciliation Report Errors	20	COS/WIP Reconciliation Report is out of balance due to improper postings. Check Review journal and replicate the problem.	Complete	-1	Jim	Jim.chance@practicaltek.com	26/07/2017	Brad Buettner	214
General Formulations (Sparta, MI)	1256	Task 1256 – Multiple Needs for UD Field Addition	20	Desc: MULTIPLE needs – Jeremy to split up if/as desired. 1. We would like a UD field to be added to the OrderHed table. The field would be for OrdherHed_Incoterms. 2. The field would be entered on the Sales Order Entry form 3. Add to the forms of: Sales Order Acknowledgement, and Packing Slip.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	27/07/2017	Brad Buettner	214
Montana Metals (DesPlaines, IL)	1257	Task 1257 – Provide Remote Job Complete and Job Closing Courses	1	: Provide remote Job complete and Job closing courses. Collect any questions that you cannot answer and forward them to me. Look at E10.1 documents and copy those to E9. MMP is on 9. The E10.1 documents are in the best condition and are fine for these subjects. Go thru process in their TEST environment.	Complete	0	Dena	Dena.chance@practicaltek.com	28/07/2017	Roy Sparks	231
Caloptix (San Ramon, CA)	1258	Task 1258 – Fulfillment Dashboard Customization Error	1	Caloptix fulfillment dashboard has a customization that is causing the below error when ran wide open with the search. I removed all personalization’s and it still existed. When I run the out of the box based mode the error doesn’t occur. Click order fulfillment, then the search button, click options, return all rows, search, select all, ok. Then the error should show. Check the customization, identify what its doing and communicate it to Michael Reinke ; peter peter@pdennis.net (mainly Michael R. – end user) and ask for direction as needed; ask them if they really require the customization – they might not; if they do, fix code so that the error doesn’t occur.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	28/07/2017	Peter Dennis	308
General Formulations (Sparta, MI)	1259	Task 1259 – Analysis of July Inventory WIP and Review Journal	20	analysis of inventory wip and review journal for july see task email for add”l information – PDF”s	Complete	0	Jim	Jim.chance@practicaltek.com	31/07/2017	Brad Buettner	214
Montana Metals (DesPlaines, IL)	1260	Task 1260 – Develop BPM Preventing Users From Selecting Make Direct Check Box	1	PTS will develop a BPM to prevent a user from being able to select the Make Direct checkbox with an exception condition and the only users that will be allowed to select this checkbox will be: Manager and a user to be determined and advised by MMP	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	01/08/2017	Robin Woodman	231
Montana Metals (DesPlaines, IL)	1261	Task 1261 – Resource Analysis	1	.. Steve needs analysis on a specific resource need to know who the best contact person would be on your team regarding a scheduling/resource group/resource question. We have one resource group in particular that seems to be causing havok when scheduling jobs and I cannot find an assignable cause. Who can I contact to bounce some ideas off of and figure out why it is not scheduling as we would expect. Steven Heckard	Complete	0	Sam	Sam.bise@practicaltek.com	02/08/2017	Steve Heckard	231
General Formulations (Sparta, MI)	1262	Task 1262 – Enhance Inventory WIP Reconciliation Report Grouping Transaction Type- Subtotal	20	PTS to enhance the Inventory WIP reconciliation report to group by transaction type with a sub-total. See excel example. Create a new report style.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	02/08/2017	Brad Buettner	214
Kadant Black Clawson	1263	Task 1263 – Convert 50 Existing E9 ODBC Crystal Reports	10	Convert 50 existing E9 ODBC Crystal reports to E9 BAQ Crystal reports. Speak to Nancy when BAQ is complete to line up User Testing. She will throw more in the scpreadsheet as needed. Throw my name on them to claim. Folder path for Master spreadsheet \\KFL-DBP-02\Epicor905\Server\reports\Dev\KBC\3925 ODBC Conversion project	Complete	0	Chance	Chance.finley@practicaltek.com	02/08/2017	Nancy Gary	166
Montana Metals (DesPlaines, IL)	1264	Task 1264 – Present E9 Tips and Techniques Course Remotely	1	Present the E9 tips and techniques course in 2 or 3 segments remotely. Schedule now based on your next available dates with Jim D.	Complete	0	Sam	Sam.bise@practicaltek.com	02/08/2017	Jim Devries	231
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1265	Task 1265 – BPM Development To Remove All Existing Change Log Records	50	Develop a one time BPM to remove all existing change log records. Have this BPM be activated from a company change for control/testing purposes. First develop against their existing E9 test database and post Jim. Consider by date to delete in smaller controllable chunks/date range. Table has *MANY* records in it.	Complete	0	Jim	Jim.chance@practicaltek.com	02/08/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1266	Task 1266 – Check Change Log Settings For E9 Live	50	Check Change log settings for E9 Live for the following areas: Sales orders, customer, supplier, purchase orders and job entry.	Complete	0	Brandon	Brandon.chance@practicaltek.com	02/08/2017	Michael Cruz	304
Montana Metals (DesPlaines, IL)	1267	Task 1267 – New Dashboard – Approved Supplier Per Part	1	Create a new dashboard showing approved suppliers per part. We would like a DB created but we are having difficulty determining where and how we place the data. Note from Jim: I have asked the user to send an excel example; I’ll forward it once it arrives. User needs help and guidance. We need to understand the logic. Developer to put their consultant hat on to help guide customer. Bounce to PTS consulting as needed. Plus hammer out with POC. Below are some examples: Customer A, BOM-Part xxxxx (A common PEM Nut) APPROVED SUPPLIERS Supplier A offers Part xxxxx (Part is approved) Supplier B offers Part xxxxx (Part is approved) Supplier C offers Part xxxxx (Part is approved for) NON APPROVED SUPPLIERS Supplier D offers Part xxxxx-But does not come up on the DB Customer B, BOM-Part xxxxx (A common PEM Nut) APPROVED SUPPLIERS Supplier A offers Part xxxxx Supplier B offers Part xxxxx- (But we cannot purchase this part from supplier for Customer B NON APPROVED SUPPLIERS Supplier C offers Part xxxxx Supplier D offers Part xxxxx	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	04/08/2017	Roy Sparks	231
Caloptix (San Ramon, CA)	1268	Task 1268 – Upgrade From 10.0 to 10.1	2	Customer wants to upgrade from 10.0 to 10.1. Ask lots of initial questions, build the scenario. Get to know there structure. Do we have to upgraded them on another server? I hope not, that will kill this upgrade. Post Jim how many hours to do this would exist? Would you do it now against TEST and then over a scheduled weekend for a GO LIVE? Customer has tech review list that Jeremy did and is supposed to post me as to which ones they want uplifted; I will handle this aspect with a new S.T. for Jeremy. Note: DO not start until you either have PW or VR done or mostly settled.	Complete	0	Brandon	Brandon.chance@practicaltek.com	04/08/2017	jon Muir	308
Caloptix (San Ramon, CA)	1269	Task 1269 – Upgrade From 10.0 to 10.1	2	Customer wants to upgrade from 10.0 to 10.1. Build a short list of enhancements/changes from 10 to .1 – see folder as a first pass. Then reach out to the customer to share the list via join.me; explain and ask if they are interested in any training or consulting. Some changes might be N/A with them, that’s part of your goal for contacting him. Schedule this to be done with at PW since this customer is in CA. perhaps over a lunch or evening.	Complete	0	Sam	Sam.bise@practicaltek.com	04/08/2017	jon Muir	308
General Formulations (Sparta, MI)	1270	Task 1270 – Final Adjustments-Merge of New PTS Interface	20	Customer needs final adjustments/merge of the new PTS interface with their customized customer shipment entry screen and new PTS daily processing step/screen. Note from Jim to Jeremy: 2 folders exist here from administrator login: \\gf-verde\sharedDB All of these folders/files exist and were copied up from PTS. For anything that is updated, please save it to the appropriate folder. Also, any changes to either XML must be sent to Jim for saving to this systems folder. 1. Merge existing active customers customer shipment entry customizations with: USP_CustShipEntry 2. Fix USP_ProcessUPSFedEx so that it functions Note, the shipping database on GF system has the new column that was required as part of the Unique sports updating  Update Jim on any new steps that must be required so that he can include them in the installation document	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	07/08/2017	Brad Buettner	214
General Formulations (Sparta, MI)	1271	TASK 1271 – PackSlip Shipping Total	20	when you print the packing list (slip) it is only showing partial shipment. I will take a screen shot of it for you so that you can see what I’m talking about.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	10/08/2017	Ed Nieto	214
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1272	Valve Research Go Live Support	50	Go Live Support Begins Dec. 1st – should take around	Complete	0	Brandon	Brandon.chance@practicaltek.com	14/08/2017	Michael Cruz	304
K & S Wire Products Inc. (Neosho, MO)	1273	Task 1273 – Moving Epicor to Hosted Environment	9	Multiple customer needs. 1. The customer is: “Moving Epicor from a local environment to a hosted environment managed by Stronghold Data. See contract info. And the customer has requested PTS support “ o Customer is NOT changing version of Epicor 2. The needs break down as: o PTS to suggest hardware sizing specs based on our Q&A’s and customer responses o PTS to provide hardware analysis and confirmation once equipment is installed o PTS to configure hardware for optimal performance, including SQL, etc… o PTS to review final configuration o PTS to offer VM guidelines and best practices for optimal use of Epicor o PTS to assist with the data migration from a backup o PTS to schedule user stress test with as many participants as possible to measure responsiveness and identify any bottlenecks should any surface during the testing event o PTS to provide performance expertise  This includes examining/analysis/troubleshooting performance analysis, performance tuning, performance bottleneck remediation’s o PTS to confirm the main applications are functioning and data can be queried in: job entry, order entry, customer, supplier – core applications functional nominally to mention a few o PTS to schedule a date with Stronghold to be on-call for the CUT OVER date and assist as needed o PTS to provide 1 day of on-call support during the first day LIVE post the CUT OVER event o PTS resource to turn in ½ the billing rate for the on-call span of time 3. Some of these actions might require evening/weekend efforts and the applicable rate would apply	Complete	0	Brandon	Brandon.chance@practicaltek.com	16/08/2017	Grant Schwartz	312
Wacom Quartz Corp (Phoenix, AZ)	1274	Task 1274 – Upgrade from 8.03.305K to 10.1	50	: Customer is upgrading from 8.03.305K to the latest of 10.1 • On Progress • Notes about SQL: PTS question: PTS to install, setup, configure your SQL environment? Customer response: Already done by Epicor PTS question: So your new E10 box already has SQL installed and configured on it? Customer response: Yes SQL all setup the E10 server is installed and functioning. Training, Test, Pilot and Live all active. Some workstations have E10 clients installed and we began running through the Epicor training classes (in the Training db) I even did a few SSRS reports (by following the training manual). Jim comment: Feel this out, check state of where they are at. Make recommendations and proceed. • Check ISO or UTF-8 and resolve if/as needed • They have 1 server for both Epicor and the appserver for their ‘supposed’ E10 environment that was setup • Check existing E10 and bring it forward to the latest • Confirm hardware/server in place is sufficient for sizing • 1.05gb database • On progress 10.0B • On Epicor support • No UOM conversion needs – but you’ll still have to bring it forward • Send this customer the batch/list of questions for which you’ll need to know for everything • On Epicor since 2007 • 1 company • Attachment is project upgrade list – FYI • Need to setup appserver • Need to migrate data from 8.03 to 10.1 • Require PTS expertise to setup new hardware • On openedge 10.1. B • Customer says that they are not certain as to how many data migration passes they want; confirm this with them and schedule accordingly – one soon and another when? And then GO LIVE TBD • Ask the customer if they will require on-call or weekend support for their GO LIVE • Run database conversions • Run workbench conversions • Customer believes (search and social are already on E10 – check and test, install/upgrade as needed • 1 warehouse • Customer wants the following databases/app server setups: TEST, LIVE/production • Does not want PILOT or Training/Demo • • Customer has a local admin with limited knowledge • Customer has 3 MES users o PTS to install all MES and other clients with E10 – 10 users See email for add”l information – excel spreadsheet	Complete	0	Brandon	Brandon.chance@practicaltek.com	16/08/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1276	Task 1276 – Download Install Setup configure Test APM	50	Customer says they own APM. Need to download, install, setup, configure and test. Post PTS development (Jarrad when its in place)	Complete	0	Brandon	Brandon.chance@practicaltek.com	16/08/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1277	Task 1277 – Convert Forms Utilizing APM	50	Customer wants to convert an unknown # of forms utilizing APM. Need to contact and describe the usual forms our customers usually have us enhance.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	16/08/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1278	Task 1278 – Multiple Upgrade Needs	50	Desc: Multiple upgrade needs for 8.03 > 10.1 1. See BPR results from Jim – in customer\BPR folder. Discuss each with customer to understand if you need to create spec’s. To have the lead on to oversee. **DONE** 2. Customer has the following modules – determine if they want the full course or the double speed course – understand which of these they want training – “sell the idea of formal training”. Build schedule/agenda, propose visits/dates, firm up and travel onsite. **DONE** A. Tips & techniques, Quote mgmt., Job mgmt., scheduling, purchasing, shipping, receiving, document management, MRP (NOTE: MRP is not on, see if they want it on – if yes, train them on it, review there data looking for opportunities (BAQ’s, dashboards, etc..) they want APS training, Quality assurance (another usual area companies have but aren’t using correctly – uncover opportunities here too), Advanced production ( interesting), Order mgmt., Eng, Data collection, Inventory mgmt., AR, supplier, pack out (interesting) i. Customer has specifically marked these areas in the upgrade template (attached), but suggested that more topics could be added – be sure to sell this 1. Eng mgmt. 2. Job mgmt. 3. Scheduling 4. MRP 5. Purchase requisitions 6. Rework 7. Advanced material mgmt. 8. Advanced planning & scheduling 9. Advanced production mgmt. 10. Social 11. Enterprise search 3. Customer has been on Epicor since 2007. 1 company, 1 plant, 1 warehouse, ENG, USD 4. A min. of 64 hours have been approved by the customer for training 5. The following question was asked and responses need to be noted by you for consulting – further investigating – join.me time to dig and find out what this is for you to spec and send to development: a. PTS question: i. Are there any expectations to ensure integration from Epicor to another internal or external system? B. Customer response: i. We have a new Management Review tracking system in an Excel notebook, when upgrading or changing certain quality reports, would be good to consider a smooth download/integration ii. PTS response: 1. I would need to see this before I can include hours in this template for inclusion with your upgrade endeavors 2. Note: this needs defined/designed, spec’d and an est. sent to customer for you to queue up with development 6. Customer wants full project management done by PTS – 100% 7. Cust had a BPR done in 2016 – but was limited, see Jim’s 8. Allocate time to talk about “sell” our UPS/Fedex interfac **DONT WANT THIS** 9. Send the customer our typical CRP and GO LIVE agenda schedules – for who & # of days. I think this customer appears to be the same size as unique sports **DONE**	Complete	0	Sam	Sam.bise@practicaltek.com	16/08/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1279	Task 1279 – Technical Review for 10.1 Upgrade	50	Desc: Customer is upgrading from 8.03 to 10.1 and needs a complete upgrade technical review. Once completed schedule a walk-through meeting with the customer to describe each finding and to obtain permission for going forward with each, create new S.T. entries for approved findings. NOTE from Jim: Sell the idea of converting their Crystal reports to SSRS. Identify them, obtain their permission to convert and enter new S.T.’s as well as assign conversions to PTS resource.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	16/08/2017	John Smalling	311
General Formulations (Sparta, MI)	1280	Task 1280 – EDI Order BPM	20	: GF needs a BPM solution to check for the existence of an OPEN/New demand header record that arrives from EDI to GF and perform specific updates. IF the record exists as a demand management record, then… sum of the order total (exclude calculating any header or line item misc charges in this computation) is <= 2500.00, then: Update OrderHed.ShipViaCode = Best Way And Update OrderHed.PayFlag = Third Party And Update OrderHed.OrderComment = For LTL shipments: Contact Grimco JLS Routing Center at 877-392-9809 for instructions Bill freight to: Grimco/Jarrett Logistics 1347 North Main Street Orrville OH 44667 For UPS shipments: Bill freight to Grimco''s UPS # 665765 ELSE IF the record exists as a demand management record, then… sum of the order total (exclude calculating any header or line item misc charges in this computation) is > 2500.00, then: Update OrderHed.ShipViaCode = Best Way And Update OrderHed.PayFlag = Shipper And Update OrderHed.OrderComment = (blank) See task email for screen shot information	Complete	-1	Jeremy	Jeremy.chance@practicaltek.com	16/08/2017	Brad Buettner	214
Syspro Services (Costa Mesa, California)	1281	Task 1281 – Invoice Form	7	Remake and existing Access Report into a Crystal Report/Stationary Format for a SYSPRO Customer called Quilters Dream	Complete	0	Chance	Chance.finley@practicaltek.com	16/08/2017	Kathy Brigman (Hobbs Bonded Fibers)	307
Syspro Services (Costa Mesa, California)	1282	Task 1282 – Sales Order Form	7	Remake Sales Order Form/Stationary Format for company called Hobbs Bonded Fibers	Complete	0	Chance	Chance.finley@practicaltek.com	16/08/2017	Kathy Brigman (Hobbs Bonded Fibers)	307
Syspro Services (Costa Mesa, California)	1283	Task 1283 – Purchase Order Form	7	Recreate POForm for company called Hobbs Bonded Fibers. Hours quoted actually at 9.5.	Complete	0	Chance	Chance.finley@practicaltek.com	16/08/2017	Kathy Brigman (Hobbs Bonded Fibers)	307
Bullard Company (Cynthiana, KY)	1284	Task 1284 – Customer LIVE 10.1 Epicor Administration Training	7	On customers LIVE 10.1 environment provide training for: Our Epicor Administration course Provide as much information as you can – security, menu maintenance, user accounts, etc.. (ask if they want appserver training) Turn in 30 min. prep time to get to know there system & ask questions	Complete	0	Brandon	Brandon.chance@practicaltek.com	16/08/2017	Todd Brown	313
Bullard Company (Cynthiana, KY)	1285	Task 1285 – Customer LIVE 10.1 Training on BAQ and BPMs	50	On customers LIVE 10.1 environment provide training for: 1. Epicor BAQ/BPMs 1. Database concepts & schema course first – this is approx. 1 hour 2. BAQ basics course – approx. 4 hours 3. BPM basics course – approx. 3 hours 4. Once this point is reached we can access the plan for BAQ & BPM intermediate/advanced training if/as identified-required – this might be more of some hands on and when you have an issue and we jump on and help	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	16/08/2017	Todd Brown	313
Bullard Company (Cynthiana, KY)	1286	Task 1286 – Customer LIVE 10.1 Epicor Dashboards Training	1	Desc: On customers LIVE 10.1 environment provide training for: Epicor Dashboards basics 1. Dashboard basics course is approx. 6 hours Note, the database concepts, basics, schema, baq basics should have all been completed by Jeremy before you start this session. Check S.T. for this completion before you schedule this. Ask customer after you present this if they want to schedule more one on one time for any intermediate training? Or suggest it could be on an as needed basis.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	16/08/2017	Todd Brown	313
Luna Inc. (Roanoke, VA)	1287	Backup Company and Restore to New Company	90	In summary: Backup Pico company Restore the backup as an additional company named THZ Leave Pico and all other companies in tact – when done, the production instance will have 5 companies (CONS / CORP / OPTO / PICO / THZ)	Complete	-1	Brandon	Brandon.chance@practicaltek.com	17/08/2017	Keith Hoskinson	314
Pickwick Manufacturing Services (Cedar Rapids, IA)	1288	Task 1288 – Multiple Issues	50	See email in folder for more details – Issues with Job Tracker – Issues with Job Cost Adjustment Screen – Shipped not invoiced report is not working. Investigate	Complete	0	Chance	Chance.finley@practicaltek.com	18/08/2017	Bob Moore	152
Source Cut (Osseo, WI)	1289	TASK 1289 – Upgrade Technical Review	50	Upgrade technical review. Customer is upgrading from 8.03 to 10.1	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	21/08/2017	Jeremy Jones	309
Pickwick Manufacturing Services (Cedar Rapids, IA)	1290	Updateable Dashboard for Supplier Payment Method	50	Let”s do this. 1. Jarrad, create an updateable dashboard that the results can be right click copied to excel and then paste inserted from excel for the payment method field. Should only need 3 or 4 helfpul columns. Create this against me e10.1. Poc would be Bob Moore. Create new s.t. pri 10. Once he confirms it works in test install to live and remind him to execute it just after the live upgrade. Brandon, nothing for you	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	21/08/2017	Bob Moore	152
Fenner Dunlop (Port Clinton, OH)	1291	Task 1291 – PO Approval Automatic Email Project	9	: PO Approval Automatic Email Project Note: See word doc is task folder Min 7 Max 15 hrs	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	22/08/2017	Jim Lechowicz	146
General Formulations (Sparta, MI)	1292	Pro Number BPM for BOL	20	Create a BPM that carries the Tracking number over to the Pro Number field from the Customer Shipment Entry screen to the BOL screen when a pack is linked to the BOL.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	22/08/2017	Ed Nieto	214
Ludwig Solutions (Addison, TX)	1293	Task 1293 – SSRS Migration	7	Migrating SSRS reports from one environment to another. More details to come from Andy when he reaches out.	Complete	0	Chance	Chance.finley@practicaltek.com	22/08/2017	Tara Madia	305
General Formulations (Sparta, MI)	1294	TASK 1294 – German Invoice Form	20	CONTACT POC BEFORE DOING ANYTHING The custom invoice for our German company needs to display the tax calculation as a total at the end of the invoice. I have attached the Epicor standard invoice form and our custom form The standard invoice has a tax summary by line at the bottom. On the custom invoice I would like this to show as a total tax only. There are three different styles for this company that will need to be changed.	Complete	-1	Chance	Chance.finley@practicaltek.com	22/08/2017	Brad Buettner	214
Titeflex Commercial Inc (Springfield, MA)	1295	Task 1295 – Make necessary changes to Epicor’s SSRS quote	1	Make necessary changes to Epicor’s SSRS quote form to match the attached word document layout. See Task Folder for Word Doc and additional details	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	23/08/2017	Kathe Turner	315
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1297	Task 1297 – Custom Shipping Labels	50	For Item #9, we will print to a Zebra Technologies GC420-200510-000 Printer, Direct Thermal printer and print on 1” x 2-5/8” labels on a continuous roll. With all data coming from the Pack Slip that they’re currently entering, they would select the new “box label form” and print labels for each of the serial numbers they are shipping. The label contents would be: P/N xxxxxxx VALVE RESEARCH AND MFG. CO. VRM P/N xxxxxxx S/N xxxxxx PO # xxxxxxxxxx	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	24/08/2017	Michael Cruz	304
General Formulations (Sparta, MI)	1298	Task – 1298 – Inventory WiP Recon Issue	20	I have resolved most of my issues getting the Capture WIP to run properly and I am going through posting transactions from past periods now. I have come across a date that generates an unbalanced transaction and have not been able to figure out why. (5/24/17) I have narrowed it down to the STK-CUS transactions (Inv/WIP Recon report attached). 1. Verified that all Parts have Product Group and Part Class assigned. 2. Verified that all GL Codes assigned for Part Class and Product Group have accounts assigned for all contexts and that all accounts on these GL Codes are valid. Can you review and let me know what else I could look for? I can run Capture WIP for this day again and generate the Review Journal if that would help you as well. But I would prefer that only I run this process and that you do not do it remotely.	Complete	-1	Jim	Jim.chance@practicaltek.com	24/08/2017	Brad Buettner	214
Pickwick Manufacturing Services (Cedar Rapids, IA)	1299	Task 1299 – Delete Button Move Globally	50	PW wants the position of the “DELETE” button to be moved globally (for every user).	Complete	0	Sam	Sam.bise@practicaltek.com	25/08/2017	Bob Moore	152
General Formulations (Sparta, MI)	1300	TASK 1300 – Invoice Form SONum	20	I have removed the Sales Order number that used to go at the line level (I just changed it to white – it is to the left of the Part Number). I would like to have the Sales Order number appear up in the header where I have indicated on the attached. I looked and this is part of a sub report that does not currently have that data. I understand that invoices may have more than one order number – but we do not do that procedurally so just pulling the Sales Order number from the first or any line of the invoice is OK with me. Please contact me if any additional information is required.	Complete	-1	Chance	Chance.finley@practicaltek.com	25/08/2017	Brad Buettner	214
Pickwick Manufacturing Services (Cedar Rapids, IA)	1301	Task 1301 – Engineered before being Quoted	50	Before they can consider the Quote as being fully “Quoted” on the Summary screen of Opportunity/Quote Entry, PTS must set it to enforce the selection of the “Engineered” checkbox first before being able to select “Quoted”.	Complete	0	Brandon	Brandon.chance@practicaltek.com	29/08/2017	Forrest Burns	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1302	Task 1302 – Check Dup PO	50	For all existing AND future Customer Maintenance records, Pickwick would like to have the “Check Dup PO” checkbox highlighted. The goal of this checkbox is to ensure that the same PO doesn’t get referenced on two different Sales Orders.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	29/08/2017	Craig Purdy	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1303	Task 1303 – “Not Quoted”_Price of Zero	50	If the Unit Price for a line item on a quote is set to ZERO, instead of “0” showing up as the Price on the Quote form, have it say “No Quote”.	Complete	0	Chance	Chance.finley@practicaltek.com	29/08/2017	Forrest Burns	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1304	Task 1304 – Resource Group Efficiency	50	Uplift BAQ Report ResGrpEff	Complete	0	Chance	Chance.finley@practicaltek.com	29/08/2017	Bob Moore	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1305	Task 1305 – Uplift Customizations	50	See Folder. Uplift Customizations designated there.	Complete	0	Brandon	Brandon.chance@practicaltek.com	29/08/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1306	Task 1306 – Uplift ODBC Crystal to SSRS Reports – BATCH1	50	Uplift the ODBC Crystal Reports designated in the Folder to SSRS reports.	Complete	0	Chance	Chance.finley@practicaltek.com	29/08/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1307	Task 1307 – Uplift ODBC Crystal to SSRS Reports – BATCH2	50	Uplift the ODBC Reports desinated in the folder to SSRS reports.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	29/08/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1308	Task 1308 – Uplift Modified Epicor Reports Bch1	50	Uplift the Epicor out of the box reports specified in the task folder.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	29/08/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1309	Task 1309 – Uplift Modified Epicor Reports Bch2	50	Uplift the Epicor out of the box reports specified in the task folder.	Complete	0	Chance	Chance.finley@practicaltek.com	29/08/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1310	Task 1310 – Uplift Modified Epicor Reports Bch3	50	Uplift the epicor out of the box reports specified in the task folder.	Complete	0	Chance	Chance.finley@practicaltek.com	29/08/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1311	Task 1311 – Uplift Dashboards	50	Uplift the Dashboards in the Task Folder.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	29/08/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1312	Task 1312 – Bam in JobOper Table	50	Check the BAM in the task folder. Ensure it”s working in E10.	Complete	0	Brandon	Brandon.chance@practicaltek.com	29/08/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1313	Task 1313 – Post All to Payroll Account	50	9/15/2017 – Reviewed bank set up for payroll and found that there was not a g/l account attached to the g/l control code. Sent POC my findings. Without the g/l account assigned to the Bank account g/l control type – the paychecks will post to the the default bank account set up in the company configuration. 1. Current environment (8.03) posts to Cash and Direct Deposit, would like to post all payroll to the Payroll Account (Two Rivers Payroll)	Complete	0	Dena	Dena.chance@practicaltek.com	30/08/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1314	Task 1314 – Void Check Error Message	50	9/15/2017 No banks were linked to AP l processing, therefore the checks could not be voided. 3. Follow-up: Void Check – error message received during training	Complete	0	Dena	Dena.chance@practicaltek.com	30/08/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1316	Task 1316 – Automate Accrual	50	5. Discussion points with Bob/Nikki – option to automate accrual within Epicor (conference call)	Complete	0	Jim	Jim.chance@practicaltek.com	30/08/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1317	Task 1317 – 1099”s Discussion	50	9/15/17 – per POC they don”t want to pursue learning about the 1099 process or AP training. 9/15/17 – Contacted POC and Nikii to check with Bob to see if he wants her to get AP training with this. Discussion point with Bob/Nikki – option to manage 1099’s within Epicor (conference call)	Complete	0	Dena	Dena.chance@practicaltek.com	30/08/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1318	Task 1318 – Labor Rates Hidden	50	Job Costing – current environment shows labor rates, need to have labor rates hidden	Complete	0	Assign Resource		30/08/2017	Bob Moore	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1319	Task 1319 – Primary Salesperson Bypass	50	Quote Entry – remove error for ‘Primary Salesperson’ as being a required field, we don’t use this field (Refer tScrn1 in folder) *** Not sure if you can get around the Epicor business logic. If you can”t set it to where this field doesn’t have to be filled in, perhaps always fill it with something generic . That might even be a better option. They don”t do anything with this field anyway ***	Complete	0	Chance	Chance.finley@practicaltek.com	30/08/2017	Forrest Burns	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1320	Task 1320 – Change Logs	50	Need Audit Logs for all updates made within Vantage (i.e. Customer, Supplier, Purchase Orders, Jobs, Orders, Quotes, Parts, etc)	Complete	0	Brandon	Brandon.chance@practicaltek.com	30/08/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1321	Task 1321 – Vendor Totals Report	50	Need report by Vendor, by Part with a date/date range filter to show totals via month, quarter & annual basis. I spoke with Dave Carr and he said something similar to Purchase Advisor would work, but to view by Vendor, rather than Part number.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	30/08/2017	Dave Carr	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1322	Task 1322 – Supplier Part Free Form Field	50	Supplier Part/Manufacturing Part is a drop down only in new environment. In the current version 8.03, this field is free form or drop down. Would prefer for it to stay this way in 10.1, is that possible? (Refer to Tab 4, screenshot within excel file of task folder) *** Might not be able to get around Epicor logic on this one either. Basically, they want Epicor to accept a part num that doesn’t exist in the system. Not even sure this is possible. In certain situations, you can enter a part number that doesn’t already have a part record established. I get why they want you to, at least, choose a valid supplier part number so that the vendor knows what to send you. Unfortunately, if you don”t already have a valid internal part record to link it to it”s not really possible out of the box.	Complete	0	Brandon	Brandon.chance@practicaltek.com	30/08/2017	Dave Carr	152
General Formulations (Sparta, MI)	1323	TASK 1323 – Job Released BPM	20	We would like a BPM that triggers an email upon a release of a job for a specific product. SPEC Req	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	31/08/2017	Thomas Cheslek	214
Wacom Quartz Corp (Phoenix, AZ)	1324	TASK 1324 – Uplift Customizations	50	Uplift the Customizations as specified in the Task Folder	Complete	0	Brandon	Brandon.chance@practicaltek.com	31/08/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1325	TASK 1325 – Uplift BAQ Reports Batch1	50	Uplift the reports as specified in the task folder. These will be Uplifted to SSRS. If you reach/approach MAX Contact the Customer. I let him know personally that we would do this.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	31/08/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1326	TASK 1326 – Uplift BAQ Reports Batch2	50	Uplift the reports as specified in the task folder. These will be uplifted to SSRS. If you reach/approach MAX Contact the Customer. I let him know personally that we would do this.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	31/08/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1327	TASK 1327 – Uplift Modified Epicor Reports	50	Uplift the Modified Epicor Reports as specified in Task folder. The Quote on this task: Customer was updated that quotes for these kinds of tasks vary greatly. Updated him that these reports vary anywhere from 3 hours to complete, to 15 hours to complete. Bill an appropriate amount of time. I threw 10 – 20 in there just for a WAG.	Complete	0	Chance	Chance.finley@practicaltek.com	31/08/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1328	TASK 1328 – Uplift Dashboards	50	Uplift the Dashboards specified in the task folder. Yes the quote varies greatly. This is the nature of Dashboards. Most work without issue, but when they break, they break hard requiring hours of work. Bill fairly, but heavy.	Complete	0	Chance	Chance.finley@practicaltek.com	31/08/2017	John Smalling	311
Pickwick Manufacturing Services (Cedar Rapids, IA)	1329	Task 1329 – Run Time Void Error	50	9/15/17 – This might have to do with the payroll bank account being set up. Told POC to try to void a check again. See screenshot in task folder. As of now, that is all I have to go off of.	Complete	0	Dena	Dena.chance@practicaltek.com	31/08/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1330	Task 1330 – Quarterly Report Error	50	See screenshot in task folder for help. That”s all I have to go on right now.	Complete	0	Jim	Jim.chance@practicaltek.com	31/08/2017	Bob Moore	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1331	Task 1331 – Security Error for PT W2 Processing	50	I have no more information to provide. You”ll have to contact Bob and get more information on this. I was sent a few screenshots without actually knowing which task they belonged to. At best, they are only screenshots anyway. I bet you ran into these issues during training.	Complete	0	Jim	Jim.chance@practicaltek.com	31/08/2017	Bob Moore	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1332	Task 1332 – Employee YTD	50	9/15/17 Changed Resource to Jim. Not a Dena issue.  No employee YTD load app choice in menu, even for PM and Kaylee login	Complete	0	Jim	Jim.chance@practicaltek.com	31/08/2017	Bob Moore	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1334	Task 1334 – Price List on Sales Order Entry	50	Need price list breakdown on Sales Order Entry – Line tab (See Tab ) This might actually be placed on the Op/Quote Entry screen instead. Craig Purdy to determine.	Complete	0	Sam	Sam.bise@practicaltek.com	31/08/2017	Craig Purdy	152
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1335	GL Distribution Report	50	Desc: The customer would like the GL distribution report (the one we spoke about recently) to first sort by date of transaction. Leave the other 2 sorts you had mentioned in there. NOTE: The key to this is to continue to still keep the grouping sort. Meaning, under each GL group, the next sort should be the sort by transaction date.	Complete	0	Chance	Chance.finley@practicaltek.com	05/09/2017	Lina Tan	304
Pickwick Manufacturing Services (Cedar Rapids, IA)	1336	TASK 1336 – Hide Labor Transactions Tab in Job Tracker	50	Hide the Labor Hrs. field show in the labor transactions tab via retrieve in the job tracker application in E10.1 from everyone, except for specific users – see task folder for screenshot and list of users.	Complete	0	Brandon	Brandon.chance@practicaltek.com	06/09/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1337	Task 1337 – PO Suggs Recurring	50	4) Request to create an automated process for Generate Suggestions to run at 3AM on a daily basis, launch 90 days from Current Date (want to see changes and new suggestions)	Complete	0	Sam	Sam.bise@practicaltek.com	06/09/2017	Dave Carr	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1338	Task 1338 – Highlight Job Materials and Operation Comments	50	: In Job Tracker, we would like the Job Materials Comments and Operation Comments text boxes to be highlighted red. I”ve provided screenshots in the attached document. Option to change font color to red in Job Tracker Operation Comments box and Job Material Comments, would be nice to have this option for quote entry, part entry, etc. Note: Developer, consider if this could be a personalization – if uncertain contact Sam for him to do the personalization. If its not possible proceed to doing this via customization.	Complete	0	Brandon	Brandon.chance@practicaltek.com	07/09/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1339	Task 1339 – New Parts Part Class Purchase Lead Time Dashboard	50	New dashboard showing: Parts, part class, purchase lead time. Filter to be determined. Sort by longest Purchase Lead Time to Shortest Purchase Lead Time.	Complete	0	Brandon	Brandon.chance@practicaltek.com	07/09/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1340	Task 1340 – Add Shift Differential To Pay Stub	50	Add the shift differential to the pay stub in the area marked in the attached example. If you see the current paystub, when a 2nd shift employee works they only see one line.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	07/09/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1341	Task 1341 – Price Breaks on PO Entry	50	Based on the Supplier and internal part number chose on a PO Line item, display the associated Price Breaks in an open area of PO Line > Detail.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	07/09/2017	Nikki Meister	152
General Formulations (Sparta, MI)	1342	Task 1342 – Receipts-Payables Training -Remote	20	We have issued PO’s and received them but they do not appear as items to pull in during Payables Entry. I need some help in diagnosing what is causing this problem and what setup steps are still required to get this function working properly.	Complete	-1	Jim	Jim.chance@practicaltek.com	08/09/2017	Brad Buettner	214
Pickwick Manufacturing Services (Cedar Rapids, IA)	1343	Task 1343 – Dashboard Called Payroll Accrual	8	Bob needs a new dashboard called Payroll Accrual. Must be placed in a secure location of Epicor. Ask Bob for location; also, make sure access to that location is restricted by Bob and whomever else he wants to be able to run this dashboard – ask him for those persons. Contact Brandon for help with security setup needs for this as needed. See Examples in Task Folder Filter selection: By date range. Add a from and To. Logic: Retrieve all approved labor transactions within the selected data range. (labordtl.approveddate) [This field ‘might’ not be correct, perform testing with user to compare your dashboard list as compared to his in the example; this might become (labordtl.clockindate, or maybe even labordtl.payrolldate)] Layout from left to right: (see attached example, but note not all columns are required) Labordtl.journalnum glaccount.accountdesc $amount (information below)	Complete	0	Chance	Chance.finley@practicaltek.com	08/09/2017	Bob Moore	152
Wacom Quartz Corp (Phoenix, AZ)	1344	Wacom Quartz Go Live Support	10	Wacom Quartz Go Live Support – To begin on a date TBD.	Complete	0	Brandon	Brandon.chance@practicaltek.com	08/09/2017	John Smalling	311
Pickwick Manufacturing Services (Cedar Rapids, IA)	1345	Task 1345 – Sales Analysis Report	50	This is for the Sales Analysis Report. I’ve provided a copy of what the report looks like in 8.03 (Should be) vs what it looks like in 10.1 (IS). I think the only main thing to change is to remove the ‘Legal Number’, it seems redundant as it is the same as the Invoice Number. Pretty simple fix, I think	Complete	0	Chance	Chance.finley@practicaltek.com	12/09/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1346	Task 1346 – Open PO Report Mod	9	a. Part Number field needs to be larger, it is getting cut of as shown in the attached doc b. Unit Cost is showing as ‘Unit Cost /1”, please remove the / 1	Complete	0	Chance	Chance.finley@practicaltek.com	12/09/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1347	Task 1347 – End Labor Activity BPM	50	3. When a user attempts to enter a value that exceeds the listed quantity on a Job Operation, create a BPM that would enforce the user to enter the needed value or any value below that. Just can’t go over quantity.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	12/09/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1348	Task 1348 – End Labor Activity Customization	50	See task folder for layout instructions. Basically, provide color backgrounds to each of the available “Activity Type” options within the End Labor Activity screen so that a user can quickly identify what “Type” they are about to enter values for.	Complete	0	Brandon	Brandon.chance@practicaltek.com	12/09/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1349	Task 1349 – Unable to Retrieve Open PO Invoices	50	Upon user testing, we discovered we are unable to locate or retrieve open invoices in Payment Entry. Dave created a new PO and received it in, Sara created an invoice based on this PO and then tried to process the payment, via Payment Entry – Select Invoices. However, when she tries to pull the invoice she gets the below message:	Complete	0	Dena	Dena.chance@practicaltek.com	12/09/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1350	Task 1350 – Receipt Entry Customization	50	Layout and provide functionality to allow PW users to process PO Receipts like they did before. Modify the Summary grid at the bottom of the Summary screen within Receipt Entry. Upon entering a PO, have it show what is “Pending PO Lines” in its own tab. Received Lines would populate based on the PO line item actually being “Line Received”, so no change there. In essence, swap the “Arrived Lines” and replace it with “Pending PO Lines” that would automatically populate when the user refers to the PO number and presses tab. This allows them to process receipts in the same fashion as Vantage 8. Not sure why Epicor got rid of that feature. Come see Sam if you need more clarification. Otherwise, mimic how Vantage 8 processes a receipt.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	12/09/2017	Nikki Meister	152
Wacom Quartz Corp (Phoenix, AZ)	1351	Task 1351 – 10.1 AR Training – Remote 11-17	50	Timed requirement. Provide full AR training remotely on 11/17 regarding E10.1 with James. James Roeger JRoeger@wacomquartz.com Please add to your calendar.	Complete	0	Dena	Dena.chance@practicaltek.com	12/09/2017	James Roeger	311
Pickwick Manufacturing Services (Cedar Rapids, IA)	1352	Task 1352 – Supplier Filter on Open PO Report Bug	50	Dave doesn’t get any results when he chooses a Supplier as a filter option within the Open PO Report. I had him show me that the report ran wide open actually spits out results for both the DEXN and NORFOLK suppliers. Although, when we set either of those suppliers as a filter option, we didn’t get the report to run at all. Looks to be a bug when narrowing down results with a Supplier as a filter option. Will have Ryan contact Epicor and put in a case number. PTS to assist with the patch installation.	Complete	0	Sam	Sam.bise@practicaltek.com	13/09/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1353	Task 1353 – Can”t Create Jobs from SOE	20	Upon user testing, it was discovered you cannot create a Job from the Sales Order Entry screen as you do in today’s 8.03 environment. I’ve a attached a screenshot, the ‘Create Job’ dialog box has a checkmark, however, the ‘Create Job’ action button is greyed out and it won’t allow you to create the job from this screen. We were able to complete job entry in all other places, Time Phase, Planning Workbench and Job Manager.	Complete	0	Sam	Sam.bise@practicaltek.com	13/09/2017	Nikki Meister	152
SS Dentistry (Lakewood, NJ)	1354	Task 1354 – BPM Uplift	50	I also have another BPM that would need uplifting if you guys are interested. Here is the original ABL code return. /* Now the control is passed to other actions in the group */ /* */ /* BPM Migration note: */ /* Below code is unreachable in E10 and cannot be automatically migrated */ /* */ for each ttorderhed where ttorderhed.RowMod = “A” or ttorderhed.RowMod = “U”, each custmfbill where custmfbill.Company = ttorderhed.Company and ttorderhed.CustNum = custmfbill.CustNum no-lock. Assign ttorderhed.PayFlag = custmfbill.PayBTFlag. Assign ttorderhed.PayAccount = custmfbill.PayAccount. Assign ttorderhed.PayBTAddress1 = custmfbill.PayBTAddress1. Assign ttorderhed.PayBTAddress2 = custmfbill.paybtaddress2. assign ttorderhed.PayBTAddress3 = custmfbill.PayBTAddress3. Assign ttorderhed.PayBTCity = custmfbill.PayBTCity. Assign ttorderhed.PayBTState = custmfbill.PayBTState. Assign ttorderhed.PayBTZip = custmfbill.PayBTZip. Assign ttorderhed.PayBTCountry = custmfbill.PayBTCountry. Assign ttorderhed.PayBTPhone = custmfbill.PayBTPhone. End. This BPM populates the manifest information so that the customer service team does not have to manually select it.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	14/09/2017	Bob Van Norman	310
General Formulations (Sparta, MI)	1355	Task 1355 – BAQ Search Window in Demand Entry	20	: We would like PTS to write a BAQ search window to allow us to search/sort by date in Demand Entry. Currently, demand entry search does not have any date fields which makes it difficult for us to tell when a PO came in. Even though PO’s are in numerical order, the last PO listed in search isn’t necessarily the last PO that came in. Brad has done some checking in the demand tables and they don’t appear to have any populated date fields. But, we thought that this could be linked to OrderHed and pull the SO and date from the Orderhed table. See Task folder for screenshot	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	14/09/2017	Corey Lanting	214
Universal Engraving Inc. (Overland Park, KS)	1356	Task – 1356 AR Invoice Changes	20	Make changes to AR invoice form Modifications required; • Hide or remove Tax details currently displayed in Tablix area • Add total “Tax” amount and display at bottom of invoice between Freight and Total amounts • Display Universal Engraving, Inc company logo (top left corner) when printed from company UEI000 (Universal Engraving, Inc.) o Dale will provide UEI logo when we start the job • Display Infinity® Foils, Inc. logo when printed from company IF000 (Infinity® Foils, Inc.) • Hide “Your Online resource for quality…………” statement (bottom of AR Form) when printed from company UEI000 • Change text color to White in field that contains “OP: X” o This is used by APM to route AR Form to printer or email. It cannot be hidden. Jim – We need a modification done on our AR Form. Chance has worked on this for us in the past. Currently the taxes are displayed in the Tablix with a line for each tax item, i.e. state, county, municipality, etc. We want one line for the total taxes displayed in the Footer along with the freight and total invoiced amount.	Complete	0	Chance	Chance.finley@practicaltek.com	15/09/2017	Dale Dalton	202
Kadant Black Clawson	1357	Task 1357 – New Multi Pane Window Part Dashboard	20	KBC is looking for a new multi-pane/window part dashboard Sam to build spec, send Paul quote, get approval then route to development ******** Jarrad – KBC needs a quote for this task before you begin.**********	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	18/09/2017	Paul Piazza	166
Nucraft Furniture (Comstock Park, MI)	1358	Task 1358 – Develop Custom Product Configurator Solutions	1	Develop custom product configurator solutions for E 10.1 environment	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	21/09/2017	Scott Morey	316
Midstate Machine (Winslow, ME)	1359	Task 1359 – Electronic Labor Entry Issue	10	Here is our issue; We have a custom Electronic job card solution that was created for us by another consulting firm. The solution works great for our Maine company, (MSM) Mid-State Machine Products, but when our Ohio machinists enter time the data is being sent to (MSM) company rather than (MSMO) McSwain Manufacturing – Ohio company and failing in the error log since it cannot find the employee or the job. We do not own the “plant” option of Vantage, so we actually have (2) separate companies set up. I have taken screen shots of the solution and the associated .mfg files for Maine, for Ohio, and for the Vantage 6.1 Server Service that is running to collect the labor. I THINK there is some kind of database holding transactions until machinist selects “card complete” and “submit” at the end of the day. Note from Jim: Do your best with this. I suspect it’s a problem with the .ini or mfgsys file. It needs a pointer for the app at the MSMO shortcut/desktop location to a custom .ini or mfgsys so that it knows to write to the MSMO company. Involve Brandon if/as needed to learn more about .ini or mfgsys files; the logic of them are the same in Vista 6.1 as Vantage 6/8.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	25/09/2017	Jill Pleau	317
Caloptix (San Ramon, CA)	1360	TASK 1360 – SC Customer Shipment Creation	90	Contact Jon Muir about their urgent SC needs. The goal is to replace the 3Po third party EDI solution with Service Connect to relay information back and forth between Epicor.	Complete	-1	Jeremy	Jeremy.chance@practicaltek.com	27/09/2017	Corey Springer	308
Montana Metals (DesPlaines, IL)	1361	TASK 1361 – BAQ and DB Concepts Training	1	Roy needs database concepts course and basic baq course done remotely	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	27/09/2017	Roy Sparks	231
General Formulations (Sparta, MI)	1362	TASK 1362 – Payroll Detail Report	20	Premium Request I have the attached SSRS report that uses a group variable to calculate overtime. I need help to add a grand total for overtime at the end of the report. If your resource can give me a short call before starting I think a short discussion would help them out greatly.	Complete	-1	Chance	Chance.finley@practicaltek.com	27/09/2017	Brad Buettner	214
Montana Metals (DesPlaines, IL)	1363	Task 1363 – Aged Receivables Modification	1	Modify the out of the box Aged Receivables report to match Roy”s needs	Complete	0	Brandon	Brandon.chance@practicaltek.com	28/09/2017	Roy Sparks	231
Wacom Quartz Corp (Phoenix, AZ)	1364	Task 1364 – Production Inventory Report	50	Have Jonn send you a full PIR (Production Inventory Report) and confirm it”s on the development lists as amust have before GOLIVE. If it”s not listed, spec, add to dev queue- Jeremy to assign Could this be a Sales Order backlog PO JOB??? He doesn’t know about the report mentioned above from Jim…	Complete	0	Sam	Sam.bise@practicaltek.com	02/10/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1365	Task 1365 – Production Manager Needs	50	Production manager expressed desire to: 1. Consider setting up resource groups and resources as people since that appears to be their constraint. This is further complicated by the possibility that 1 shop operator can run more than 1 blower at once. Customer wants finite set for these. Keep higher skilled resources in mind for new structure 2. Of the people need, can they be linked in a way that would support recorded skills and capabilities with the current module? Is an advanced module needed to get this? How can a certified welder be designated for a jo/operations over a non certified welder >Obtain preliminary info – consulting lead conversation, user isn”t certain of how this can be done in Epicor. Might need adv prod mgmt? Bounce to Jim when details and Epicor capabilities are known if needed. 3. After we get all of the mapping down, we can run MRP and Scheduling and analyze the results and make any changes based on what data kicks out. (Task 1375) 4. Task 1387 – Activate ABC – Figure out how to do the “Perform Part Selection” step without being limited on what parts you can include	Complete	0	Sam	Sam.bise@practicaltek.com	02/10/2017	Randy Wombacher	311
Wacom Quartz Corp (Phoenix, AZ)	1366	Task 1366 -Email Alert Sent to Quality Department	50	Would like an email alert sent to quality. Need to know what condition is checked, what content in the email subject and body is desired and if they want the email to go to a specific email address or to an email group; need those email addresses. Spec, add to S.T. Jeremy to assign	Complete	0	Sam	Sam.bise@practicaltek.com	02/10/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1367	Task 1367 – Add Tooling Fixtures	50	Talk to him about how their tooling fixtures could be added to the system. Understand need. Consider suggesting creating fixtures as resources or capabilities or as an operation; not certain of how this can be done, but I know it has been for other companies. Once details are known more further list details and bounce to Jim if/as needed. Add to S.T. *** These need to be scheduling resources so they don”t get double booked***	Complete	0	Sam	Sam.bise@practicaltek.com	02/10/2017	Randy Wombacher	311
Wacom Quartz Corp (Phoenix, AZ)	1368	Task 1368 – Present Scheduling Course	50	Bring up scheduling. Present course, go over pro”s and con”s. Review resource groups and resources for solid structure. Make recommendations to improve/change to match environment. Complex chris cross of production processes, varying wait/queue times complicates solution. Understand and bounce to Jim. Customer suggested production standard times might not exist or be accurate.	Complete	0	Sam	Sam.bise@practicaltek.com	02/10/2017	Randy Wombacher	311
Wacom Quartz Corp (Phoenix, AZ)	1369	Task 1369 – Quality Module-Corrective Action Not Used	50	Bring up full quality module use. Not using corrective action for some reason. Show in E10.1 – may like it better. Encourage use. Prove out process end to end for receiving inspection and for in process inspection plus for first article with MES. They have F.A.	Complete	0	Sam	Sam.bise@practicaltek.com	02/10/2017	Randy Wombacher	311
Wacom Quartz Corp (Phoenix, AZ)	1370	Task 1370 – Part Labels	50	They are printing labels from bartender somewhere, find out where and spec it up, determine trigger, enter into S.T. Jeremy to assign – I heard of one for part labels; but had no more detail	Complete	0	Jim	Jim.chance@practicaltek.com	03/10/2017	Randy Wombacher	311
Wacom Quartz Corp (Phoenix, AZ)	1371	Task 1371 – Advanced Shipping Notification	50	The need to send an ASN came up. Find out more about this. ASN = Advanced Shipping Notification. To who do they need to email ASN info? can this be done when the save ICON is clicked in the customer shipment entry step? Who needs this? Add a checkbox on the customer master record for ON/Off send ASN – determine, write up, spec, submit to dev, S.T. Jeremy to assign	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	Randy Wombacher	311
Wacom Quartz Corp (Phoenix, AZ)	1372	Task 1372 – Certificate of Compliance	50	Each of the COC forms per customer have been approved by Jamal Austin at Wacom. The user will choose which customer COC form they need to use at the End Activity step for the LAST Operation of a routing. Adding of the “Print COC” checkbox within another task will handle this need. This particular task revolves around building of each Cert per customer.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	03/10/2017	Scott Neff	311
Wacom Quartz Corp (Phoenix, AZ)	1373	Task 1373 – Add More MES Stations	50	Customer wants to add more MES stations. Find out how many, offer help with sizing with Brandon”s assistance, create S.T. if MES client installation is needed while you are onsite.	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	Randy Wombacher	311
Wacom Quartz Corp (Phoenix, AZ)	1374	Task 1374 – Time And Expense Training	50	Desire training for the time and expense application. Customer is thinking about using it for special needs, needs discussed. No employees enter any real time on jobs. They mainly login to MES to the job, but then back out to go thru the motion because they don”t want the employees going back and forth to the MES stations to clock in and out on jobs for operations. This needs talked out more to define what they really want to do here. They express the desire to have details of costing to jobs for costing and other reporting needs, but don”t want to burden the shop employees with all of the clock in/out for job operations and the time that would take. Show them T&E and see if you can load employee transactions quickly with that – perhaps in list view mode or from Excel? Another option is to talk about an easy way for the shop people to manually enter time into MES for the start/stop times of jobs and operations (assuming a minila # of operations exist in the methods for minimal data entry) and allow for them to enter the job/assm/operation start-stop times manually. You will be a super hero if you solve this. A consideration is perhaps a way to have Jarrad customize the screen in MES to allow for the manual entry of stop/stop times of x number of jobs an operator worked on for the day. Really if T&E could be friendlier and in MES, then you”d have a perfect solution.	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1375	Task 1375 – MRP Training Test Check Data DMT Updating	50	Bring up MRP fully. Provide training, test MRP, check data, offer mass data updating options via DMT to update data to support good MRP results. Check MRP in E10, teach results/outputs of job and PO suggs, setup daily task jobs to run – 1 regen a week, 6 net runs, etc… show critical MRP fields report – offer it in a dashboard, create S.T. for this.	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1376	Task 1376 – Examine Warehouses	50	Examine existing warehouses, do they have a FG warehouse? One for inspection? One for RM? Customer has RM, FG, RMA, Inspection material. Should be coming in to these warehouses. Provide training about inventory control warehouses bins. Make sure bins exist. Suggest bar coding of bin numbers.	Complete	0	Jim	Jim.chance@practicaltek.com	03/10/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1377	Task 1377 – Quoting	50	Customer uses Epicor for quoting – sit with entry of 1 or 2 to confirm good practices. Provide training	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	James Roeger	311
Wacom Quartz Corp (Phoenix, AZ)	1378	Task 1378 – Job Prioritization Training	50	Customer needs to prioritize jobs to support production process, expediting and to serve as a tie breaker for when scheduling has the same date. Provide training for prioritizing jobs.	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	Scott Neff	311
Wacom Quartz Corp (Phoenix, AZ)	1379	Task 1379 – TV Monitor Set Up For Custom List of Open Jobs	50	Customer seemed to have interest in the option of having PTS help them setup a TV monitor that would be placed in some location (see me if you would need help with this hardware setup, suggestion fo the monitor, etc.…) and on it would be an auto refreshing dashboard that would display a custom list of open jobs. Find out if the customer would envision multiple TC monitor”s, or if this would be a dashboard that anyone could run to see open jobs sorted in a sequence that would display jobs listed to be worked in the order required by date for the department running the dashboard – have a filter by department, then resource group, then resource – essentially a work to do display. Build this layout, consider the job/sales order pick list logic/fields as well as the production detail report and its logic/fields as you compose the propose list of fields – spec out, add to S.T. and tag Jeremy to assign	Complete	0	Jim	Jim.chance@practicaltek.com	03/10/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1380	Task 1380 – Rework Jobs Training	50	Customer needs to fully understand rework jobs. Provide training, consultations, testing, show template; analyze for enhancements	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	Randy Wombacher	311
Wacom Quartz Corp (Phoenix, AZ)	1381	Task 1381 – Auto Material Issue Training	50	Desc: Customer needs to understand what happens and the features associated to the ”auto material issue” on the 1st operation step – provide training, consultations	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	Randy Wombacher	311
Wacom Quartz Corp (Phoenix, AZ)	1382	Task 1382 – Serialization for End Assembly Part Numbers	50	Customer desires serialization – is currently using excel – # is being assigned internally by the shop via next available # in excel. Wants the end assembly part numbers auto assigned a serial # by Epicor. Wants any/all other subassemblies/lower level parts/components to REQUIRE serial numbers, but they need to enter these manually and be required/forced to enter these (customer knows the part #”s they want auto assigned vs. system/Epicor assigned). Customer also needs training on how to see the available serial numbers that are to be material issues and eventually shipped in the split screen of the 2 windows – out of the box functionality. Need to confirm this process is well understood by the customer	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1383	Task 1383 – Activate Lot Tracking for Specific Product Group	50	Customer wants to activate lot tracking for 1 particular existing product group. Need to provide training, understanding of where the lot # will be assigned, tracker, etc.… – then make sure they mark these parts for lot tracking	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1384	Task 1384 – Job Sales Order Pick List-Scheduled Shipments Report	50	Be sure to go over how to see the job/sales order pick list with shipping. Be sure to go over the scheduled shipments report with shipping.	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1385	Task 1385 – Supplier Price List And Discounts	50	Include extra attention with helping them build a supplier price list and a discount based on qty	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	Tami Hanson	311
Wacom Quartz Corp (Phoenix, AZ)	1386	Task 1386 – Review Existing Purchasing OTD Report-Enhance	50	Sit with purchasing and receive the existing OTD report they have. Understand its logic in a way to identify if it can include quality dings – in other words, they want the report to include # of RTV”s – return to vendor transactions for reporting. Spec up, add to S.T. for dev to enhance the report to include quality dings, Jeremy to assign	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	Tami Hanson	311
Wacom Quartz Corp (Phoenix, AZ)	1387	Task 1387 – Activate ABC	50	Customer wants to start using ABC. Train, implement, track, test, activate ABC	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	Randy Wombacher	311
Wacom Quartz Corp (Phoenix, AZ)	1388	Task 1388 – Negative QOH Part Classes	50	Make sure all existing part classes do not allow negative QOH	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	Randy Wombacher	311
Wacom Quartz Corp (Phoenix, AZ)	1389	Task 1389 – Lead Times On Part Records	50	Work with the customer to ensure that lead times exist on part records. PTS has done some dashboards lately showing lead times. Important data component for MRP. Some insecurity of this data. Train, help with data, show BAQ results, offer DMT options Also go into detail regarding qty bearing, non-stock and most other critical MRP fields	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	Randy Wombacher	311
Wacom Quartz Corp (Phoenix, AZ)	1390	Task 1390 – T & E Time Training Testing	50	Customer wants to start collecting Eng. time – show T&E, train, test with customer	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1391	Task 1391 – Daily Jobs In Order	50	Customer would like to improve their understanding of what they are capable to promise at the time of estimating based on a what if/span of time to deliver capability. This needs more conversations, some “dashboard”? To show existing RG/R bookings out in the future? or activate Epicor CTP – confirm it works, train/test, implement. They need a crystal ball so that when they are estimating they need to see a visual tool to give an educated estimate based on a calculation. In other words: Show/spec-build tools for viewing by when we can deliver sales order promises – lead times using P lead itmes + manufacturing lead times <-dashboard. How long is it going to take. Use comp calendar. Need to see what jobs I''m to work on today and in what order	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1392	Task 1392 – RFQ Check Box In OPP Quote Application	50	Explain what the RFQ checkbox does in the opp/quote app	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1393	Task 1393 – Customer Prices List At Part-Product Group-Customer Level	50	Work on building a customer price list at the part level and/or at the product group level and/or at the customer level.	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	Gary Fuller	311
Wacom Quartz Corp (Phoenix, AZ)	1394	Task 1394 – Confirm APM Requirement	50	Understand if the customer genuinely wants to pursue APM. If yes, create 2 S.T.”s. One for Brandon to implement/setup APM. Another for these forms to be enabled for APM: Sales order acknowledgement, opp quote, purchase order, invoice -assigned by you for Jarrad to do.	Complete	0	Jim	Jim.chance@practicaltek.com	03/10/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1395	Task 1395 – UPS Fed EX Account Number-Mandatory Field?	50	Work with Wacom to ensure the UPS or FedEx account number is entered in the customer manifest field area – perhaps make the field mandatory?	Complete	0	Jim	Jim.chance@practicaltek.com	03/10/2017	Gary Fuller	311
Wacom Quartz Corp (Phoenix, AZ)	1396	Task 1396 – Sales Order Line Entry From Excel Paste Insert	50	Show them sales order line item entry from Excel paste insert – should be part of tips; they are very excited about this idea	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	Gary Fuller	311
Wacom Quartz Corp (Phoenix, AZ)	1397	Task 1397 – Customer Credit Limit Verification	50	discuss further if the idea of checking the customer’s credit limit at the time the job is “released” just before production. If yes, create S.T. spec, we”ve done this before, Jeremy to assign *** Jeremy – Jim claims we have developed this item before (Jarrad perhaps) – “This customer is on credit hold. Check with salesperson before releasing job” – Release anyway OR Hold for now ***	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	03/10/2017	Gary Fuller	311
Wacom Quartz Corp (Phoenix, AZ)	1398	Task 1398 – Subcontract Shipment And Receiving App Training	50	Train on the use of the subcontract shipment app as well as the subcontract receiving entry app	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	Tami Hanson	311
Wacom Quartz Corp (Phoenix, AZ)	1399	Task 1399 -Receiving Recall Notification Steps	50	Discuss further about recall. I have a note about being notified during the subcontract receiving step for recalls. Schedule mtg. to discuss further	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	Randy Wombacher	311
Wacom Quartz Corp (Phoenix, AZ)	1400	Task 1400 – Replenishing Training	50	Need to slow down during replenishment training – customer appeared very interested in this for proper material mgmt. Also provide replenishment workbench training	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	Randy Wombacher	311
Wacom Quartz Corp (Phoenix, AZ)	1401	Task 1401 – Purchasing Requisition Training	50	Bring up, Train, implement purchasing requisitions use	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	Tami Hanson	311
Wacom Quartz Corp (Phoenix, AZ)	1402	Task 1402 – Duplicate PO Suggestion Task Job	50	I noticed a duplicate PO suggestion task job, remove duplicate. Make sure 1 regen and 6 net jobs are setup.	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	Tami Hanson	311
Wacom Quartz Corp (Phoenix, AZ)	1403	Task 1403 – Create QA Spec for SubContracting Receiving	50	Create a spec based on sending QA an email when a regular or subcontract receiving has occurred. Write up for Desc, add S.T. Jeremy to assign.	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	Randy Wombacher	311
Wacom Quartz Corp (Phoenix, AZ)	1404	Task 1404 – Closing Inspections Process	50	Several inspections are still open. Need to train, show these are open, teach how to close/process them and oversee this activity	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1405	Task 1405 – Spec Email Need for DMR Header Comments	50	Need to spec up the need to send an email showing the comments from a DMR header whenever a new DMR is newly created. Perhaps to a DMR email group.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	03/10/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1406	Task 1406 – DMR Return To Vendor Field	50	Would like to have DMR RTV (return to vendor) field tie back to the DMR # for the rejection so that it could show up on the tracker. Spec, write up, Jeremy to assign. See exhibit B. But before this goes to dev, make sure the user understands how this works first; I suspect this is a training or 8.03 bug.	Complete	0	Jim	Jim.chance@practicaltek.com	03/10/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1407	Task 1407 – Extensive Inspection Processing Training	50	Would like extensive inspection processing training	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1408	Task 1408 – Capture Inspection Time to A Job	50	Jim & Mark: Interested in knowing how to capture inspection time to a job. Have 1 to many machines, multiple skills, jobs, need manual entry of start/stop times. Need to support RG and resources. Need to link capabilities. People. Need to manipulate start/stop times.	Complete	0	Jim	Jim.chance@practicaltek.com	03/10/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1409	Task 1409 – Reason Code Clean Up	50	Would like direction/overseeing with reason code clean up	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1410	Task 1410 – Demonstrate Order – Job Allocation Functionality	50	Demonstrate the order/job allocation functionality Desire to reserve/allocate to a specific router/person by skill as designated by the scheduler – weighted option @ (possible spec & dev need) scheduling. Possible – by human decision, by RG/R, by scheduling	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	Scott Neff	311
Wacom Quartz Corp (Phoenix, AZ)	1411	Task 1411 – Part Screen Shot Re-suggests Ordering	50	Customer has reported general questions/issues and needs to understand why the below part screen shot continues to re-suggest ordering. (I suspect 2 things: 1 training/data and-or how the MRP job is setup to run (need a 1 time a week regen and then 6 net) See task folder for actual screenshot.	Complete	0	Sam	Sam.bise@practicaltek.com	03/10/2017	Randy Wombacher	311
Caloptix (San Ramon, CA)	1412	Task 1412 – Sales Order Export to SEKO	90	Moving away from the current 940 xml transaction that CalOptix provides to Seko. This new need is now driven by a BAQ to grab all that necessary data and toss it into a Seko folder that Sam needs to determine from Heidi.	Complete	-1	Jeremy	Jeremy.chance@practicaltek.com	04/10/2017	Corey Springer	308
Caloptix (San Ramon, CA)	1413	TASK 1413 – SC Quantity Adjustment	90	Create a Service Connect solution for inventory adjustments from the current EDI transaction.	Complete	-1	Jeremy	Jeremy.chance@practicaltek.com	04/10/2017	Corey Springer	308
Caloptix (San Ramon, CA)	1414	TASK 1414 – SC Receipt Processing	90	Caloptix needs Service Connect to take over an EDI process where Seko updates Caloptix using Receipt Entry records and Container Receipt records.	Complete	-1	Jeremy	Jeremy.chance@practicaltek.com	09/10/2017	Corey Springer	308
Nucraft Furniture (Comstock Park, MI)	1415	Task 1415 – Dropdown list on UltraGrid	50	Assist POC with adding dropdown to a grid.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	10/10/2017	Tom Hulbert	316
Wacom Quartz Corp (Phoenix, AZ)	1416	TASK 1416 – Setup & Labor Hours	50	Add 2 fields to the MES end activity screen. Labor hours and Setup hours.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	11/10/2017	John Smalling	311
Arizona Correctional Industries (Phoenix, AZ)	1417	Task 1417 – Crystal Reports Developer Not Working	20	I can’t get Crystal Reports Developer to work on either the Server or my new workstation. It’s been a couple years since I had even tried, but now I have a need to look at a couple things in some reports.	Complete	0	Chance	Chance.finley@practicaltek.com	13/10/2017	Ray Zorz	197
Ludwig Solutions (Addison, TX)	1418	Task 1418 – Aged Payables Report	20	Elements has an aged payables report style that is supposed to sort by supplier then invoice number. The report isn’t working and is only sorting by invoice date. The report ID is APAgng, report style is Sort by Invoice Number.	Complete	0	Chance	Chance.finley@practicaltek.com	15/10/2017	Tara Madia	305
Ludwig Solutions (Addison, TX)	1419	Task 1419 – Received Not Invoiced Report	20	To suppress all lines and remove lines from totals on report if part number = Freight Accrual.	Complete	0	Chance	Chance.finley@practicaltek.com	15/10/2017	Tara Madia	305
General Formulations (Sparta, MI)	1420	Task 1420 – Eliminate Headers and Lines on Sales Order Entry Screen	20	On the Sales Order Entry Screen… I would like to eliminate the Header – Comments – Pack Tab I would also like to eliminate the Lines – Comments Pack Tab We are using these fields for another purpose and it causes issues if the inadvertently get filled in SO entry. Our CSR’s are supposed to be putting all comments on the other tabs. Screen shots below. Just let me know if you need any additional info.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	17/10/2017	Brad Buettner	214
General Formulations (Sparta, MI)	1422	Task 1422 – Shipment Dashboard	20	This is what we currently have for our SOProcess Dashboard with multiple Packs. Since we changed or are in the process of changing to a single Pack with different Skid numbers on that Pack, I will need that information to be carried over to our New Dashboard that I need made (edited). I will send a photo of a single Pack with the skid numbers on them so that you can see what I’m talking about. Remember that this was set up so that RED is for over the quantity on the order, YELLOW is for under the quantity ordered, WHITE is for the exact amount on order and finally GREEN lets us know that the Packs have a weight on them. This should look familiar to Jarrad because I believe that he helped build it.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	19/10/2017	Ed Nieto	214
Ludwig Solutions (Addison, TX)	1423	Task 1423 – Totaling Issues PO Form	10	We made an adjustment to the Print Preview PO Form to correct the totals of units, boxes, and cubes not showing up correctly. Now the issue is that the numbers for TOTAL BOXES are including a freight accrual line that is suppressed in the form. The total units and total cubes are correct. I did go to the Freight Accrual part and made the number of cartons per part 0, but that just eliminated the numbers altogether, and the field comes up blank on the form. Will you go in an adjust the total boxes to exclude the line from calculation when the part is Freight Accrual? Here is what the PO form looks like that suppresses the freight line. The cartons per part for each of this is 1. The freight line is a total quantity of 3050 with carton per part of 1.	Complete	0	Chance	Chance.finley@practicaltek.com	19/10/2017	Tara Madia	305
Pickwick Manufacturing Services (Cedar Rapids, IA)	1424	Task 1424 – Purchase Order GL Account	50	Is there any way to get the G/L account to auto-populate with the Default account without having to click the button for every PO Line item? This auto-populates in today’s world without the click of an extra button. The below screenshot shows the account because I had already clicked the ‘Get Default’ button, but it does not automatically populate the default GL.	Complete	0	Sam	Sam.bise@practicaltek.com	20/10/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1425	Task 1425 – Material Costs Rounding to Whole Numbers	50	The material costs in my quote are being rounded to a whole number. Examples. If I put 0.333 of a sheet of material in the quote the cost charged is 1 full sheet. If I put 2.1 sheets of material in the quote the cost charged is 3 full sheets.	Complete	0	Jim	Jim.chance@practicaltek.com	20/10/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1426	Task 1426 – Misc POST GO LIVE needs	50	1. All parts should be set to be BACKFLUSHED by default. a. This would involve a new BAQ, output to a spreadsheet & updating with a mass update, then a DMT run. b. And I’m assuming you mean to only update M parts. c. PW to check on: Is this a BPM only need or a BPM and data updating need? 2. Days out for Subcontract – some way to manipulate/plan for a different value when the parts being processed exceed a normal amount. The lead time for 1 item will be different than 5,000 items. (Perhaps a BPM “Check the subcontract part value and update the days out as needed”) a. PW to obtain details and schedule mtg. 3. Part Audit – A dashboard to search for “like” parts and inactivate those duplicates. a. Jim send Nickie example. b. Nickie to review and advise if this is what PW needs 4. MES – Start production activity step a. Prohibit multiple jobs being active at once for all MES users EXCEPT Ryan S., Nate, Brian and Craig (Supervisors) b. PW to schedule mtg 5. Job Closing screen enhancement – Manipulate fields based on Craig’s drawing a. PW to schedule mtg 6. PO Line item – Needs to include the “Factor” just like it has in 8.03 a. UOM Conversion factors – need ability to change the factor on a line item basis b. Craig to send conversions list to Jim i. Once received PTS to help build UOM conversions 7. “Taxable” off by default for all purchasing items (Dave Carr) a. When entering PO – checkbox is on, needs to be OFF i. Check supplier record b. Jim to schedule mtg w/ Craig 8. Dave has to click on a new suggestion item one at a time instead of all of them sliding over like it does in 8.03 a. This still works the same; you select/highlight via click & either ctrl & click or shift & click. > or >> exists in current version of 8.03 b. Jim to schedule mtg with Sue i. snewlin@pickwick.com 9. Receipt Entry – Autopopulate the “Received” checkbox for any value you enter, regardless if it’s a full line item value. (Even for a mass receipt item) BPM a. Are you sure about this? b. Jim to schedule mtg w/ Craig	Complete	0	Sam	Sam.bise@practicaltek.com	23/10/2017	Nikki Meister	152
Unique Sports Products (Alpharetta, GA)	1428	Task 1428 – Reinstall UPS-FedEX Epicor Interface	7	Reinstall the UPS/FedEx Epicor interface.	Complete	0	Sam	Sam.bise@practicaltek.com	24/10/2017	Mike Niksich	221
Ludwig Solutions (Addison, TX)	1430	Task 1430 – AP Check – Print MICR Font	20	Form: APCheck Report Style: AP Check – Print Micr Font If the data extends beyond the first stub page, print VOID on the stub area of the subsequent pages. Please see attached example. Excuse the check number font at the bottom, it hasn’t been applied to the Pilot environment yet. To TEST use: The payment group is available in the DT Pilot environment, group name “TKM”. Issue: When printing a check that has multiple pages of detail, the check is duplicated by however many pages there are. Requested Solution: After the first check, add “VOID” to the check detail for all subsequent pages. NOTE: This task is for a customer of Ludwig	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	24/10/2017	Tara Madia	305
Spartan Graphics (Sparta, MI)	1432	Task 1431 – Set Up GL Transaction Types for Continental ID	90	Please enter a Premium Level task to setup GL Transaction Types for Continental ID. You already have all the access as this is another company is the same system as General Formulations. Chris Hopkins will be the contact point for this.	Complete	-1	Jim	Jim.chance@practicaltek.com	24/10/2017	Christine Hopkins-Cranmer	306
Pickwick Manufacturing Services (Cedar Rapids, IA)	1433	Task 1433 – Create Income Stmt and Balance Sheet	50	create IS and BS before Go Live	Complete	0	Dena	Dena.chance@practicaltek.com	26/10/2017	Bob Moore	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1435	Task 1434 – Manual Check Entry	50	A few issues with manual check entry… 1) Gross Amount on the first line items below is defaulting to 3 decimal places? First time we’ve seen this 2) On the 2nd line, the GL Account is greyed out and can’t be populated, the work around is to have to click in the Payment box for each line item, then it will allow user to enter a GL account, this is not efficient by any means See Task Folder	Complete	0	Dena	Dena.chance@practicaltek.com	26/10/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1436	Task 1436 – AP Miscellaneous Invoice Entry GL Error	50	GL account on screen in ap invoice entry is different than what populates on the edit list.	Complete	0	Dena	Dena.chance@practicaltek.com	26/10/2017	Nikki Meister	152
K & S Wire Products Inc. (Neosho, MO)	1437	Get AR Invoice Form to Work with APM Cloud Server	9	Make sure the standard SSRS report for AR Invoices works on the new cloud server and it”s APM.	Complete	0	Chance	Chance.finley@practicaltek.com	27/10/2017	Grant Schwartz	312
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1438	Task 1438 – Uplift SO Entry screen	50	SO Entry crashes (Customization: SOEntryShip), needs uplifted.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	01/11/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1439	Task 1439 – Uplift Job Entry Screen	50	Job Order Entry screen in E10 is different from E9. We must scroll left and down to see the certain portions of the form. Not sure if this is an uplift issue or not.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	01/11/2017	Michael Cruz	304
General Formulations (Sparta, MI)	1440	Task 1440 – BOL Entry Program	20	See Folder for Details	Complete	-1	Chance	Chance.finley@practicaltek.com	01/11/2017	Brad Buettner	214
General Formulations (Sparta, MI)	1441	Task 1441 – BOL Form	20	See folder for Details	Complete	-1	Chance	Chance.finley@practicaltek.com	01/11/2017	Brad Buettner	214
General Formulations (Sparta, MI)	1442	Task 1442 – Multiple Shipping Needs	20	Sam, Sandy has the following pain points/needs. Can you schedule time with her to determine the following?  What can be resolved with some development?  What can be remediated with some training? Keep me updated/posted closely with this. I am having Dena enter this as a new task today. 1. We need to be able to hyperlink tracking so the customer can automatically track their orders. 2. Generate international paperwork. 3. We need to be able to combine orders on a single bill of lading. 4. We need 1 packing slip per order, not 1 per pack/skid. 5. We need to be able to see if an order is complete and ready to ship without having to go to several screens to do so. 6. Red if over, yellow if under, green for wrapped and weighed works nicely. 7. We need labels that say what is on each skid. 8. We need to be able to either edit the ship via or make it not mandatory for the tracking link. 9. Can the tracking be set to the bol and if there is no bol then the pack number for UPS and Fed ex will track?  What can be worked on via consulting conversations?  What in this list can be solved with the new Epicor UPS/FedEx solution that is coming?  Is GF interested in Insite Manifest?	Complete	0	Sam	Sam.bise@practicaltek.com	06/11/2017	Sandy Devroy	214
Arizona Correctional Industries (Phoenix, AZ)	1443	Task 1443 – Build A Solution To Update Existing File Attachments	10	Desc: Build a solution to update existing file attachment documents that have the path of: \\aci-data-store\Epicor Attachments to: \\aci-epicor9\Epicor Attachments on a specific date to be coordinated between the PTS resource and the customer Test change against TEST. We have done this before; I think it was done via a BPM that would fire off of a company field change that was progress ABL code against the table.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	07/11/2017	Ray Zorz	197
General Formulations (Sparta, MI)	1444	Task 1444 -General Ledger Report Issue	20	I seem to have encountered an issue with the General Ledger Report for all companies in Epicor 10. I have attached a Word document detailing the problem. Could this be related to a configuration issue?	Complete	0	Jim	Jim.chance@practicaltek.com	08/11/2017	Brad Buettner	214
Pickwick Manufacturing Services (Cedar Rapids, IA)	1445	Task 1445 – Prevent MES Users From Entering Decimaled Numbers	50	Desc: Prevent MES users from entering anything other than a whole number for “Current” within End Activity. Having the ability to enter decimals is something they NEVER want to do.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	10/11/2017	Craig Purdy	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1446	Task 1446 – Sales Order Entry Lines Detail Screen-Quote Quantities	50	: There is a window on the Sales Order Entry > Lines > Detail screen that needs to be populated with, not a price list/qty break info, but the quote “Quantities” breakdown window (found on Quote Entry > Line > Detail) from the MOST RECENT quote for that PART being quoted, for that same CUSTOMER. Contact Craig Purdy as needed for additional details. Add this screenshot to the task folder to show them what window/information to pull into the sales order.SEE TASK FOLDER FOR SCREENSHOT!!!!!!!!!!	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	10/11/2017	Craig Purdy	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1447	Task 1447 – Job Traveler Default Selections	50	Have the “Sub-Assemblies” and “New Page per Assy” options selected by default for the Job Traveler. Include this screenshot in the task folder.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	10/11/2017	Craig Purdy	152
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1448	Task 1448 – Copy DB and send to Epicor	50	Please copy Valves DB and send it to Epicor	Complete	0	Brandon	Brandon.chance@practicaltek.com	10/11/2017	Michael Cruz	304
Pickwick Manufacturing Services (Cedar Rapids, IA)	1449	Task 1449 – Dispatch Report	50	Priority Dispatch Report to be grouped and labeled by “Type” – Current, Available, Active, etc. Assign to: Jarrad	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	10/11/2017	Bryan Johnson	152
Dynamic Metals (Elkhart, IN)	1450	Task 1450 – Multiple Initial PM Implementation Tasks 100-104	50	Multiple initial PM tasks for implementation. (Tasks 100-104) Onsite visits/kickoff for Elkhart & Dayton. 1. Project readiness 2. Build first onsite agenda for Elkhart Jim & Sam a. (1-5 day one – Mon.) i. Kick off mtg. 1. Team, roles, communications/task #’s, show project, timelines, review SYSPRO data, extract-Epicor templates-user scrubbing-PTS DMT loading b. (8-5 day two – Tues) i. Obtain remote credentials ii. Explore SYSPRO data (Chance) iii. Discuss hardware/communications-Dayton iv. Finalize project line items c. (8-5 day three – Wed., Thur. Fri.) i. Full end to end detailed BPR 1. Identify critical path reports/screens used ii. Elkhart d. Dayton (1.5 days) 3. Build first onsite agenda for Dayton – Jim & Sam a. (Mon.) i. Kick off mtg. 1. Team, roles, communications/task #’s, show project, timelines, review SYSPRO data, extract-Epicor templates-user scrubbing-PTS DMT loading ii. Obtain remote credentials iii. Explore SYSPRO data (Chance) iv. Discuss hardware/communications v. Finalize project line items vi. Full end to end detailed BPR 1. Identify critical path reports/screens used b. (Tues.) i. Full end to end detailed BPR conclusion 1. Identify critical path reports/screens used	Complete	0	Jim	Jim.chance@practicaltek.com	13/11/2017	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1451	Task 1451 – Security Structure Explanation	50	Multiple initial PM tasks for implementation. (Tasks 100-104) Onsite visits/kickoff for Elkhart & Dayton. 1. Project readiness 2. Build first onsite agenda for Elkhart Jim & Sam a. (1-5 day one – Mon.) i. Kick off mtg. 1. Team, roles, communications/task #’s, show project, timelines, review SYSPRO data, extract-Epicor templates-user scrubbing-PTS DMT loading b. (8-5 day two – Tues) i. Obtain remote credentials ii. Explore SYSPRO data (Chance) iii. Discuss hardware/communications-Dayton iv. Finalize project line items c. (8-5 day three – Wed., Thur. Fri.) i. Full end to end detailed BPR 1. Identify critical path reports/screens used ii. Elkhart d. Dayton (1.5 days) 3. Build first onsite agenda for Dayton – Jim & Sam a. (Mon.) i. Kick off mtg. 1. Team, roles, communications/task #’s, show project, timelines, review SYSPRO data, extract-Epicor templates-user scrubbing-PTS DMT loading ii. Obtain remote credentials iii. Explore SYSPRO data (Chance) iv. Discuss hardware/communications v. Finalize project line items vi. Full end to end detailed BPR 1. Identify critical path reports/screens used b. (Tues.) i. Full end to end detailed BPR conclusion 1. Identify critical path reports/screens used	Complete	0	Brandon	Brandon.chance@practicaltek.com	13/11/2017	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1452	Task 1452 – Master Record Logging	50	Master record logging. Discuss master record logging and why PTS recommends it. Talk about the 5 areas we recommend its on. PO master, Customer master, Supplier master, Sales order master, Job entry. Identify critical fields in these areas and enable. Be sure to always include Dayton, Oh.	Complete	0	Brandon	Brandon.chance@practicaltek.com	13/11/2017	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1453	Task 1453 – Server Discussion With IT – Infrastructure	50	Discussions with Dynamic IT pertaining to servers. Infrastructure. Client compatibility testing for Epicor client. Full turnkey assistance with hardware sizing, best practice to also support the remote Dayton facility, downloading/installing/configuring MS SQL, app server setup, SSRS setup, O.S. compliancy, tuning. Install all server software, supplemental’ s, etc.. Download the latest Epicor version. Obtain Epicweb, etc.… Provide remote installation for ALL clients (do not send them instructions, they want our FULL help). Offer the best practice of backups. Setup 1 LIVE environment and 1 TEST environment. Perform any final tuning (involve Kevin for such a large installation). PILOT will need to be built as well, but at some future point it will be a copy of a snapshot of TEST at some point – this will be prompted by Jim. You may prepare this if you’d like, but no data is to exist yet. Note from Jim: Involve Kevin in the meeting you schedule to talk about the best practice/what PTS recommends as the optimal means for Dynamic to support the Dayton facility from the Elkhart facility (this is where the servers will be located). Keep Kevin the lead on this sub-topic. You should be able to handle everything else. No data to convert/upgrade. New install. Note – the company/sites structure will be: 1 EIN company called Dynamic Metals, LLC 1 plant called Elkhart-IN 1 plant called Dayton-OH	Complete	0	Brandon	Brandon.chance@practicaltek.com	13/11/2017	ZZZ-Brent Yoder	321
Dynamic Metals (Elkhart, IN)	1454	Task 1454 – Build Specific Test Scripts for Elkhart and Dayton Facilities	50	Build specific test scripts for the Elkhart and Dayton facilities. Onsite trips – 2. Start at Dayton – 2-2.5 days. Then 1 week at Elkhart. Obtain names of the manager for each department for each facility, contact them to notify how they can prepare to provide you test scripts/business scenarios for the lists. For example: Test invoice form printing. Test AP check printing. Test blah blah – some random complex process or something special that they do. Test unique conditions and situations. Using clever questioning like a BPR find out about their departments processes and procedures to uncover what should be tested. Make this as detailed as possible. Ask a lot of questions here around what they do in SYSPRO/ERP steps. Test adding a new part record. See our test script list and our CRP list to offer and confirm/list. Schedule onsite time for both of these.	Complete	0	Sam	Sam.bise@practicaltek.com	13/11/2017	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1455	Task 1455 – Initial Company and Sites – All Fields Setups	50	Initial company & sites – all fields setups. Master record planning & setups. Core implementation steps.	Complete	0	Jim	Jim.chance@practicaltek.com	13/11/2017	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1456	Task 1456 – GL Set Ups for Elkhart and Dayton	50	GL setups for Elkhart & Dayton. GLCC’s, segments, chart, etc… building/testing. Jim to schedule 1 visit to Elkhart for this and 1 visit with Dayton?	Complete	0	Jim	Jim.chance@practicaltek.com	13/11/2017	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1457	Task 1457 – Touch Base With Jim Periodically RE Pilot Creation	50	Touch base with Jim periodically to determine if he’s ready for you to create PILOT from a snapshot of TEST. This occurs in new installations after TEST has been completely setup but has no transactions against it.	Complete	0	Brandon	Brandon.chance@practicaltek.com	13/11/2017	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1458	Task 1458 – Build SYSPRO Queries to Extract Specific Data	50	: Build SYSPRO queries to extract specific data for PTS Epicor OPEN and MASTER templates, then for user scrubbing and then passing to Brandon for DMT loading. Note to developer from Jim: Keep me closely posted on this project as I’ll have input along the way. Write queries to extract the following from SYSPRO with a customer on SYSPRO 6.1 (its 6.0 or 6.1 – I think 6.1)  Open sales order header/detail-line item information  Open receivable invoice header/detail-line item information  Open purchase order header/detail-item information  Open payables invoice header/detail-line item information  I might need other “OPEN” information – I’ll let you know later And also… • Active Part master (SYSPRO calls these stock codes) records • Active customer master records • Active supplier master records • I might need other “master” records, will post you	Complete	0	Chance	Chance.finley@practicaltek.com	13/11/2017	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1459	Task 1459 – DMT Management Data Migration	50	: Build SYSPRO queries to extract specific data for PTS Epicor OPEN and MASTER templates, then for user scrubbing and then passing to Brandon for DMT loading. Note to developer from Jim: Keep me closely posted on this project as I’ll have input along the way. Write queries to extract the following from SYSPRO with a customer on SYSPRO 6.1 (its 6.0 or 6.1 – I think 6.1)  Open sales order header/detail-line item information  Open receivable invoice header/detail-line item information  Open purchase order header/detail-item information  Open payables invoice header/detail-line item information  I might need other “OPEN” information – I’ll let you know later And also… • Active Part master (SYSPRO calls these stock codes) records • Active customer master records • Active supplier master records • I might need other “master” records, will post you Setup data & Master records – Jim	Complete	0	Jim	Jim.chance@practicaltek.com	13/11/2017	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1460	Task 1460 – DMT Migration	50	DMT migration. Jim to perform prerequisites if identification, user interactions, etc.. Then Brandon to work with users to receive scrubbed data, test load and post user per templates. > DMT template loading & user reviewing – Brandon > DMT processing into TEST & user approvals – Brandon	Complete	0	Jim	Jim.chance@practicaltek.com	13/11/2017	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1461	Task 1461 – Onsite Advanced Topics Discussions	50	Onsite advanced topics discussions. Challenging business processes. Discovery & resolution time post initial setups and perhaps training. To include Jim, Mark, Sam, Chance	Complete	0	Jim	Jim.chance@practicaltek.com	13/11/2017	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1462	Task 1462 – GAP Analysis Time	50	GAP analysis time. Onsite with each departmental SME at Elkhart *AND* Dayton. Compare customers bankers box examples that have been getting collected since 10/30/17 of labels, reports and forms to Epicor and: 1) Identify which does exist in Epicor and mark it as a training item for you to talk to them about how to get the same output from Epicor 2) Identify which ones do NOT exist in Epicor and write up a spec, send to user for acceptance, once user approved send to Dena for S.T. entry for queuing up with development 3) Cover all departments – spend time with key users to identify and uncover all possible form, label, report or even PROCESS GAP’s between what Dynamic does and needs vs. what Epicor has to offer a. This in-depth discovery time will not only uncover process, form, label and report GAP’s; but will also identify solutions in Epicor for which you will need to mark as a training solution i. For example: 1. If during your GAP analysis you discover: a. Dynamic employees have to clock out for a break at a shop workstation b. The solution you would write up and create a task for would be to: i. Adjust the shift record to do an auto clock out/in ii. Provide training iii. Test solution of GAP and take it to closure ii. This is one example of many that will be the driver for this task – this must be done perfectly and slowly. We cannot risk a GO LIVE without every rock unturned, identified and for which a development and/or training & development solution doesn’t exist. This task is to be scheduled by Sam for onsite time spaced out over 2 weeks. Do one week, then go back a week or two later to give them a break in-between visits. Also include invite/onsite time for Dayton. Perhaps 2 weeks at Elkhart and 3-5 days at Dayton. GAP activities: (Identification of each and proposed training and/or training & development solutions) I. SME end user interviewing II. Analysis of critical business dashboards, reports and processes III. Analysis of missing GAP”s of Epicor to existing business processes IV. Analysis of any existing manual or external (Excel, etc…) processes that are development efficiencies V. Composition of spec”s to address all GAP”s for development VI. User sign off”s and queuing up of tasks VII. Any GAP”s that can be resolved by training should be entered into S.T. and addressed during that subjects training session. PTS consultant must track all GAP”s for the solution “training” and link that to the course when presented and to make sure that he/she is in the training session for which their GAP was discovered.	Complete	0	Sam	Sam.bise@practicaltek.com	13/11/2017	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1464	Task 1464 – Conference Room Pilot	50	Full end to end QTC financial onsite training for Elkhart and Dayton users. Time to compose agenda’s. Build schedule to have 1 week in-between each onsite week. Perhaps 1 week at Elkhart and the next week for 3-4 days at Dayton. Do as much on your own for this task – full turnkey servicing from PTS. Create an Excel list of all requests that surface during training for you to then work. Finance users: Customer Setup Supplier Setup & SRM (Supplier Relationship Management) Accounts Receivable (terms, misc. charges) Accounts Payable General Ledger (COA setup, Journal Entries) Cost Accounting (cost roll-up) Financial Reports Designer Bank reconciliation Cash management Advanced allocations Asset management GL control codes Capture COS/WIP Cost roll up Earliest apply date Finance charge setup Month & Year end Use tax Project/milestone billing Job adjustment	Complete	0	Sam	Sam.bise@practicaltek.com	13/11/2017	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1465	Task 1465 – Perform Full End to End Heavy Usage Stress Test for Performance	50	Perform a full end to end heavy usage stress test for performance. Monitor & report issues/findings. Resolve anything that surfaces with Kevin.	Complete	0	Brandon	Brandon.chance@practicaltek.com	13/11/2017	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1466	Task 1466 – Perform Complete Acceptance Testing-Post Training and CRP	50	Perform complete acceptance testing post training & CRP. Include practicing management activities.	Complete	0	Jim	Jim.chance@practicaltek.com	13/11/2017	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1467	Task 1467 – Pre-GO LIVE Activities	50	: Pre-GO LIVE activities. Deploy production environment (Mark). Stage review – GO or NO GO decision. Copy TEST (without transactions) to LIVE. Onsite GO LIVE support. Elkhart & Dayton onsite staff TBD. Perhaps: Mark, Dena, Chance at Elkhart. Jim, Sam at Dayton. 5 days support.	Complete	0	Sam	Sam.bise@practicaltek.com	13/11/2017	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1468	Task 1468 – Post GO LIVE Support	50	Post GO LIVE support. Assist users with additional ad-hoc training. Special requests. Tuning. Onsite @ Elkhart and Dayton. Jim-Elkhart. Sam-Dayton.	Complete	0	Jim	Jim.chance@practicaltek.com	13/11/2017	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1469	Task 1469 – First Month End Post GO LIVE Financial Support	50	1st month end post GO LIVE financial support. Onsite @ Elkhart. Jim & Dena 3 days.	Complete	0	Dena	Dena.chance@practicaltek.com	13/11/2017	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1470	Task 1470 – Multiple Topics Proj Mgmt	50	Multiple topics: General project management (360), Issue management (60), Final test system setups (6 – Mark), Pre-training needs (12), Design enhancements & Integrations (120), Stage reviews (8).	Complete	0	Jim	Jim.chance@practicaltek.com	13/11/2017	Tracy Eaves	321
Dynamic Metals (Elkhart, IN)	1471	Task 1471 – Discuss Handheld Objectives	50	Discuss handheld objectives with POC for both Elkhart and Dayton. 2 days at Elkhart. 1 day at Dayton. Understand desire. Schedule mtg. with yourself and Kevin to further discuss with customer suggesting a make and model. When the guns arrive at Elkhart – schedule onsite visit with you and Kevin if possible to survey work area, make antennae recommendations, placements, etc… Also configure and test use of guns onsite with Kevin – if he wasn’t able to be onsite, schedule his availability with your onsite date. Repeat for Dayton facility. Teach users use of guns – navigation, menu access, etc… function keys while onsite for both facilities. Get help from Kevin with this if desired so that you can fully teach. Lastly, make sure Sam and I know how to use the guns.	Complete	0	Brandon	Brandon.chance@practicaltek.com	13/11/2017	Tracy Eaves	321
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1472	Task 1472 – Revise The Material Tag Printed in Receipt Entry	50	Revise the MATERIAL TAG that is printed at RECEIPT ENTRY, to include the following information: MATERIAL TAG Part Number: Part Description Lot Number: Supplier: Date Received: Quantity Received: Inspection Stamp: __________ (this is a blank field)	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	15/11/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1473	Task 1473 – New Issued Material Tag	10	New ISSUED MATERIAL TAG that is printed during the ISSUE MATERIAL action, to include the following information: ISSUED MATERIAL TAG Job Number: Job Part Number: Issued Material P/N: Issued Material Desc: Issued Lot Number: Issued Date: Quantity Issued: Inspection Stamp: __________ (this is a blank field)	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	15/11/2017	Michael Cruz	304
Universal Engraving Inc. (Overland Park, KS)	1474	Task 1474 – Form Modifications	20	4 forms need modified: Customer Statement of Account; ProForma Invoice; Packing Slip; Order Acknowledgement See PDF examples in the task folder	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	17/11/2017	Dale Dalton	202
Wacom Quartz Corp (Phoenix, AZ)	1475	Task 1475 – Multiple Label Needs	50	Multiple label needs for box, part, etc… See task folder for details	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	17/11/2017	Jamal Austin	311
General Formulations (Sparta, MI)	1476	Task 1476 – Pack Slip – Move Sales Order Field	20	Field Move Only – customer wants the sales order number field moved to the field area under the Ship To Address on the packing list. See example in the task folder.	Complete	-1	Chance	Chance.finley@practicaltek.com	17/11/2017	Ed Nieto	214
Pickwick Manufacturing Services (Cedar Rapids, IA)	1477	Task 1477 – Job Traveler Header Repeat	20	header no repeating on each page	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	20/11/2017	Nikki Meister	152
Wacom Quartz Corp (Phoenix, AZ)	1478	Task 1478 – Epicor Sys Admin Course	50	Present Epicor 10 Sys Admin Course	Complete	0	Brandon	Brandon.chance@practicaltek.com	21/11/2017	John Smalling	311
Wacom Quartz Corp (Phoenix, AZ)	1479	Task 1479 – BPM Notification for SN Parts	50	Note from Jim: Build in TEST E10.1. Not LIVE in 10.1 yet. This is a development solution that when approved will need to be saved for later elevating to LIVE at a future date. Desc: Customer needs a new BPM to show a message to notify the user for scenario’s where they are in the MOM screen and if the Part is set for serial numbers required in part maintenance *AND* if any of the following conditions are TRUE… a. “Final Operation” checkbox is checked OR b. No previous operation in the Quote or Job has “Serial Numbers Required From..” checked OR c. Attempt to save “final operation”  Display a warning popup “This part is flagged for serial number, but no operation has been set as ‘Serial Numbers required from…”	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	21/11/2017	John Smalling	311
General Formulations (Sparta, MI)	1480	Task 1480 – Sales Order Status Dashboard	20	Create a sales order status dashboard per the spec	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	21/11/2017	Kevin Seitz	214
Pickwick Manufacturing Services (Cedar Rapids, IA)	1481	Task 1481 – Job Traveler QTY Issue-Header Info	50	Job Traveler qty issue / header info not repeating	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	22/11/2017	Ryan Miller	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1482	Task 1482 – Generate PO Suggestions	50	Generate PO Suggestions	Complete	0	Jim	Jim.chance@practicaltek.com	22/11/2017	Dave Carr	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1483	Task 1483 – EA and EACH Acting Like Separate Warehouses	50	EA and EACH are acting like separate warehouse for our inventories that transacted between implementation and UOM fix	Complete	0	Jim	Jim.chance@practicaltek.com	22/11/2017	Craig Purdy	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1484	Task 1484 – Fixed QTY or Not	50	Fixed Qty, or not	Complete	0	Chance	Chance.finley@practicaltek.com	22/11/2017	Craig Purdy	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1485	Task 1485 – Quote Not Printing Quantities	50	Quote – not printing quantities (only prints one quantity and completely random	Complete	0	Chance	Chance.finley@practicaltek.com	22/11/2017	Forrest Burns	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1486	Task 1486 – Make Scheduled Shipments Report Group By SO	10	We would like to see the Scheduled Shipments report group by SO as it did in version 8.03 see task folder for PDF example	Complete	0	Chance	Chance.finley@practicaltek.com	22/11/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1487	Task 1487 – Enable Warning For Make Job Direct Before Shipping Occurs	20	: Warning: If job is ‘Make Direct’, put a check in place to ensure all operations are complete before Shipping can occur. Don’t stop process, but enable a warning	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	22/11/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1488	Task 1488 – Priority Dispatch Grouped by Type	50	Priority Dispatch to be grouped by “Type” – Current, Available, etc. – report is grouping all ”Types” together – can”t print more than 3 or 4 jobs at a time	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	22/11/2017	Bryan Johnson	152
Lifeloc Technologies (Wheat Ridge, CO)	1489	Task 1489 – Install UPS/FedEX Epicor Integration System	90	Install UPS/FedEx Epicor integration system.	Complete	-1	Jeremy	Jeremy.chance@practicaltek.com	27/11/2017	Rene Mitchell	322
Lifeloc Technologies (Wheat Ridge, CO)	1490	Task 1490 – Warranty Dashboard	4	PTS to build a dashboard containing warranty information tied to their parts	Complete	0	Brandon	Brandon.chance@practicaltek.com	27/11/2017	Rene Mitchell	322
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1491	Task 1491 – Fix BAQ”s Effected After Company ID Update	50	These 2 baq’s need fixed. (Developer is to check with Mike if he wants these resolved in E9 or E10). Broken after the company ID update. BAQ VRM-ForecastProjections BAQ VRM-SO_Open_Demand VRM-WeeklyPayrollhours	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	28/11/2017	Michael Cruz	304
Flex-Tek Group (Cookeville, TN)	1492	Task 1492 – Support For Patch Application	90	Provide support and guidance applying the patch to take us from .21 to .26. We want to first apply the patch in our Test environment. This can be done during normal business hours, but I would like to get it done within the next two weeks. Depending on our confidence level coming out of applying the patch in Test, we may want additional support applying the patch to the Production environment. This will need to be done over a weekend.	Complete	-1	Brandon	Brandon.chance@practicaltek.com	30/11/2017	Dan Riggsbee	323
General Formulations (Sparta, MI)	1493	Task 1493 – General Ledger Report Issue	20	Note from Jim to developer: This does not look like a custom report. If you can fix this within 1 hour or less proceed, however if it appears to be something that will take > 1 hour, then tell Brad to report this to Epicor and that they likely have a fix for this report that they could send in a patch.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	30/11/2017	Brad Buettner	214
Pickwick Manufacturing Services (Cedar Rapids, IA)	1494	Task 1494 – Add Supplier Part Number To PO	50	Can we have the Supplier Part # added to the PO?	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	01/12/2017	Dave Carr	152
General Formulations (Sparta, MI)	1495	Task 1495 – PTS BOL Single Pack Screen Show Correct Weight	20	Can you please assign a task at priority level to have the PTS BOL Single Pack screen show the correct weight for that BOL? Currently if you have 2 sales orders with different packs and you attach them to the BOL it will only show the weight for 1 pack, but it will print out the correct weight for both packs getting added together. We would like to have it show up on the screen correctly so that the shipper knows that he has the right amount of packs attached to that BOL. Let me just try to make this a little bit more clear, we need all of the CSE “PTS Test Pack Slip Single” pack weights that are attached to a “PTS BOL” to be added together so that they show up on our screen. If this does not make any sense to you please feel free to call me at 616 856 5603.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	04/12/2017	Ed Nieto	214
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1497	Task 1496 – Priority Dispatch Dashboard	50	Based on Sam”s provided layout, build a custom priority dispatch dashboard since the out of the box version can”t be updated to prevent any closed jobs that still had open operations.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	04/12/2017	Michael Cruz	304
General Formulations (Sparta, MI)	1498	Task 1498 – Set Value Defaults in Customer Shipment Entry Screen	20	: In the Customer Shipment Entry Screen can you have the following fields have a default value? (The user could change the values but these values would be pre-entered whenever a new pack is created) Packaging Type = skid Classification = 55 See task folder for screenshot!	Complete	-1	Jeremy	Jeremy.chance@practicaltek.com	05/12/2017	Brad Buettner	214
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1499	Task 1499 – E10 Sys Admin Course	50	Teach E10 Sys Admin Course	Complete	0	Brandon	Brandon.chance@practicaltek.com	06/12/2017	Michael Cruz	304
General Formulations (Sparta, MI)	1500	Task 1500 – BOL Needed On Customer Shipment Entry Screen	20	: This order has been shipped and the BOL number should come up under the BOL Number heading and it should show on every line that shipped on that BOL number. It’s for version 2 dashboard. I was just informed that the BOL number is not getting put on our dashboard. Can you please have this fixed?	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	07/12/2017	Ed Nieto	214
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1501	TASK 1501 – SOEntry Issue	50	Error occurring in Valve Customized SO Entry screen. Screen was not uplifted. See Task folder for error details.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	07/12/2017	Michael Cruz	304
Pickwick Manufacturing Services (Cedar Rapids, IA)	1502	Task 1502 – Sales Gross Margin Report	50	: Can we please have this report modified so the dollar values are 2 decimal places (not 5)?	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	07/12/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1503	Task 1503 – Aged Payables Report	50	Can we please have the ‘Supplier Total’ line removed from the report? We do not need the Supplier Name and Supplier Total, it’s redundant and hard to look at.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	07/12/2017	Nikki Meister	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1504	Task 1504 – Issued Material Window	50	Place a field within Job Entry and Job Tracker for the “Issued Qty” value. Whatever value has been issued for the Material to the job currently is to be displayed underneath “Fixed Qty”. Refer to screenshot in task folder for placement.	Complete	0	Sam	Sam.bise@practicaltek.com	08/12/2017	Craig Purdy	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1505	Task 1505 – Whole Number	50	Pickwick would like the “Whole Number” checkbox to be added to the Part Record just like it was in Vantage 8. ** Sam to investigate on where are all the areas that will be affected by this checkbox being selected (Material issue/Engineering/Job Creation/Quoting/Purchasing, etc.) before releasing this task for assignment **	Complete	0	Sam	Sam.bise@practicaltek.com	08/12/2017	Forrest Burns	152
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1506	Task 1506 – Uplift Part Rev AQ Approval in Quality Module	50	Please uplift. This is in the QA/GenOp menu. I get the Error below when I try to open “Part Rev QA Approval” in the Quality module. See task folder for error in email.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	08/12/2017	Michael Cruz	304
Universal Engraving Inc. (Overland Park, KS)	1507	Task 1507 – Create a AR Form Specific to Company	8	Jim – We need to create a ARForm specific to company Universal Engraving, Inc. Using our ARForm currently used for Infinity® Foils, Inc we need the changes noted in the attached markup made to the form and renamed ARForm_UEI.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	08/12/2017	Dale Dalton	202
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1508	Task 1508 – Maintenance Job Que Dashboard	50	the maintenance job queue dashboard. He needs to know what is on the horizon for maintenance jobs based on equipment frequency that initiates job creation. See task folder for example!	Complete	0	Brandon	Brandon.chance@practicaltek.com	11/12/2017	Justin Fierman	304
Universal Engraving Inc. (Overland Park, KS)	1509	Task 1509 – Form Modifications	8	Note from Jim to developer: The user sent a confusing set of emails. Contact him when this is first picked up to clarify the precise needs. In addition to the PDF’s also see the attached email in prep for your contacting Dale. Jim – Regarding form modifications; see two pdf’s in Task folder. Please discard the previously sent UEI ARForm 2017-12-07.pdf with attached UEI ARForm marked up with notes.pdf. Additionally I’ve attached UEI OrderAck marked up with notes.pdf which contains additional modifications needed on our Order Acknowledgment form.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	11/12/2017	Dale Dalton	202
General Formulations (Sparta, MI)	1510	Task 1510 – Shipping Related Needs	20	Note from Jim: This needs spec’d out then developed. Desc: We have a few shipping related items for PTS to look into… 1. SOProcessDashboard should only show PackID’s as green when all skid numbers have a weight. 2. From BOL entry, is it possible to print a pack slip based on BOL number? 3. From BOL entry, is it possible to print a commercial invoice based on BOL number?	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	13/12/2017	Corey Lanting	214
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1511	Task 1511 – Serial Number Field Being Truncated	10	NOTE!!! – No idea of who the POC is on this. All I have is “Devi” but I don”t know who it is and it”s not in the POC list for this customer. Ask Sam for clarity on who the POC is. We ran into a situation where the values inside these fields are being truncated. Upon shipment, she is attempting to link serial numbers to the number of parts being shipped. Although, she sees a “2” in a field but when she clicks into it she sees the correct value of “29”. Same goes for the field right next to it. 2 displays and then 29 displays once she clicks in the field.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	13/12/2017	Joanne Gordon	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1512	Task 1512 – Screen Customization Issues	50	They ran into many situations where upon running a program, they’d receive an error that is really just a prompt about a customization that won’t work until it gets updated to work correctly in the newer version. Contact Mike about this. He should have compiled an entire list of all screens that need to be uplifted to work properly. We mentioned that you can click OK and sort of ignore the error but Jim mentioned that sometimes data integrity/loss can occur so he wanted to get a list from his users of all places that should be uplifted.	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	13/12/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1513	Task 1513 – Maintenance Job Report	50	Operation Comments not displaying in full from the Maintenance Job Report. Needs to be expanded. Mike approved. Chance to expand this window to show all information. If you”re confused seek out Sam. He has answers apparently.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	13/12/2017	Michael Cruz	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1514	Task 1514 – AR Invoice	20	AR Invoice Header needs uplifted based on previous version. See desired layout example needed in the customer task folder for this need. Jim, 1/8/18.	Complete	0	Chance	Chance.finley@practicaltek.com	13/12/2017	Joanne Gordon	304
Universal Engraving Inc. (Overland Park, KS)	1515	Task – 1515 Form Modification for Pro-Forma Invoice Form	8	Attached is another form modification request for the Pro-Forma Invoice Form. See task folder for PDF examples	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	14/12/2017	Dale Dalton	202
Commercial Tool Group Inc. (Comstock Park, MI)	1516	Task 1516 – Progress Billing Issue – Revenue Recognition	50	I am formally requesting an approximate quote and timing for the following consultation and implementation issue my organization is currently undergoing. • We are currently using milestone billing in the project entry feature to timely bill milestones as they happen. • This feature is working fine except the revenue recognition portion. • When final shipping the job to get the costs to purge to sales, the previously invoiced portion to milestone (progress billings held) is not reflected in the final invoice. • We believe the issue is within the setup as shown in the blogs below. We do not have additional sales categories set up for project entry which is revenue recognition.	Complete	0	Jim	Jim.chance@practicaltek.com	14/12/2017	Dezeree Adair	135
General Formulations (Sparta, MI)	1517	Task 1517 – Packing Slip Line Printing Incorrect Lines	20	We have a premium task request for Jarrad to look at. When generating a single pack packing slip, shipping ships lines 1 and 2, but the packing slip prints lines 2 and 3.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	15/12/2017	Corey Lanting	214
Universal Engraving Inc. (Overland Park, KS)	1518	Task 1518 – Quote Form Modification	7	attached is a marked up .pdf of how we want our Quote form to look. A really quick very informal wag ballpark estimate for this would be between: 8 to 14 hours total for coding, technical unit testing, technical volume testing, meetings, phone calls, join.me, user follow-ups and live deployment Proceed?	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	18/12/2017	Dale Dalton	202
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1519	Task 1519 – Cash Receipts Entry – Cash Posting Issue	50	Cash Receipt groups showing one sided g/l posting – the cash account is not appearing on the CR Edit List.	Complete	0	Dena	Dena.chance@practicaltek.com	19/12/2017	Michael Cruz	304
Dynamic Metals (Elkhart, IN)	1520	TASK 1520 – Assist with Syspro Report	50	Would your team be able to assist with a Syspro report for us. I have the headers on the attached Excel spreadsheet of what I want. I want to be able to dump into Excel so I can sort by any of the tabs so the data needs to line up. Currently we track efficiency by operator but that is not driving operation improvement effectively. I will want something similar when we transition to Epicor.	Complete	0	Chance	Chance.finley@practicaltek.com	26/12/2017	Dwayne Adkins	321
General Formulations (Sparta, MI)	1521	Task 1521 – Packing Slip Report	20	PTS to design and implement Packing Slip report based on BOL number	Complete	0	Josh	josh.scheffler@practicaltek.com	26/12/2017	Brad Buettner	214
General Formulations (Sparta, MI)	1522	Task 1522 – Commercial Invoice By BOL	20	: PTS to design and implement Commercial Invoice based on BOL number by 1/12/18.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	26/12/2017	Brad Buettner	214
Flex-Tek Group (Cookeville, TN)	1523	Task – 1523 Onsite BPR	7	Onsite BPR (3 days * 2 persons). Implementation assessment	Complete	0	Jim	Jim.chance@practicaltek.com	26/12/2017	Dan Riggsbee	323
Pickwick Manufacturing Services (Cedar Rapids, IA)	1524	Task – 1524 install embedded education	7	Install Embedded Education	Complete	0	Brandon	Brandon.chance@practicaltek.com	27/12/2017	Nikki Meister	152
Budnick Converting (Columbia, IL)	1525	Task 1525 – ESDM Install	20	Upgrade existing ESDM 10 to 10.1 1. Customer is asking if this can be done the week of 1/8 2. You are to have Kevin do this but watch/learn & RECORD 3. Save recording/notes to new ESDM folder 4. You are now the ESDM install expert going forward. I’ve added this to your skills list. 5. See attached info from Kevin for you to become familiar with/save/learn 6. Save to ESDM 10.1 folder 7. Coordinate with Kevin today to ensure you have him reserved 8. Chance/Todd are reaching out to the customer today to obtain remote credential info – but make sure this exists next week in prep	Complete	0	Brandon	Brandon.chance@practicaltek.com	29/12/2017	Brad Mutza	324
Pickwick Manufacturing Services (Cedar Rapids, IA)	1526	Task 1526 – Sales Order Entry Error	10	Craig is getting the attached error when entering Sales Orders, it is taking him an hour to perform a 10 minute task. He is able to bypass this error when in ‘Developer’ mode, which is what Epicor suggested that we try. Apparently, this error is related to some customization? Can you please investigate this issue? See task folder for correspondence from Epicor	Complete	0	Jeremy	Jeremy.chance@practicaltek.com	29/12/2017	Craig Purdy	152
Budnick Converting (Columbia, IL)	1527	Task 1527 – Document Sender Update	7	Note from Jim: Brandon, contact Kevin about this to help. Monitor billing, save/note/record for future use. Desc: We will be updating from ERP 10.0.700.4 to 10.1.600.16. We currently use Document Sender (DotNetIT software) to send ARInvoices, OrderAck, PO via email to our partners. It appears Document Sender requires an updated software version also. Does anyone at PTS have experience with Document Sender to assist with a reinstall? We are also considering the latest Epicor Advanced Printing software. I understand this to be an easy license key installation, however configuring emails for outbound documents will need to be done as I have been told there are no existing workflows with the installation. Does anyone at PTS have experience with the latest Epicor Advanced Printing to create workflows for outbound emails for ARInvoices, OrderAck, PayRemit?	Complete	0	Brandon	Brandon.chance@practicaltek.com	02/01/2018	Brad Mutza	324
Dynamic Metals (Elkhart, IN)	1528	Task 1528 – Syspro security query	50	Go into Dynamics 6.1 system and obtain an excel list of all user securities for Brandon. Menu/application/reports/fields. Email to him when done.	Complete	0	Chance	Chance.finley@practicaltek.com	03/01/2018	Jim Chance	321
SetCo (Cincinnati, OH)	1529	Task 1529 – Uplift PTS customizations	8	Uplift the following specific PTS customizations & report that we’ve done for Setco sales from TEST environment to LIVE the following customizations & report on 1/8 or as soon as possible after 1/8 o Order entry o Customer shipment o Sales order acknowledgement Note from Jim: Date sensitive need, but not PREM	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	04/01/2018	Eric Bilodeau	236
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1530	Task 1530 – Bank Reconciliation Edit List Won”t Print	7	November Bank Statement Reconciliation Edit list will not print. User cannot post the group until the edit list can print	Complete	0	Dena	Dena.chance@practicaltek.com	05/01/2018	Lina Tan	304
Valve Research & Manufacturing Co. (Deerfield Beach, FL)	1531	Task 1531 – Uplift BAQ for Shipment history	7	Desc: Can you please uplift the highlighted BAQ? Thank you. See Task Folder for screenshot	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	05/01/2018	Michael Cruz	304
Pickwick Manufacturing Services (Cedar Rapids, IA)	1532	Task 1532 – Auto populate backflush checkbox	20	1. “Backflush Setting Enabled- Create functionality that will auto-populate the “Backflush” checkbox on the Part Maintenance > Sites sheet any time a new MANUFACTURED part is created in their database. They don”t seem to be concerned with existing parts based on my questions regarding how they wanted this to function.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	08/01/2018	Craig Purdy	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1533	Task 1533 – Taxable Checkbox Setting	20	Set the “Taxable” checkbox as being OFF by default for all parts that get entered in the Lines > Detail screen within Purchase Order Entry. ***The same also applies within the Purchase Order Suggestion entry program. Here, suggestions could potentially turn into real Purchase Orders if actually processed. Although, if they do turn into PO’s, having the taxable checkbox turned off by default within PO entry might do the trick without needing to address this additional location.	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	08/01/2018	Dave Carr	152
Pickwick Manufacturing Services (Cedar Rapids, IA)	1534	Task 1534 – Job Closing Enhancement	20	Manipulate the layout of the Job Closing screen based on the layout requirements within the task folder *** The desired layout is contained within the email placed into the task folder (RE: Job Closing Screen) ***	Complete	0	Jarrad	Jarrad.layne@practicaltek.com	08/01/2018	Craig Purdy	152
Dynamic Metals (Elkhart, IN)	1535	Task 1535 – Multi-site install, setup, configuration, testing	50	Install, setup, configure and test multi-site.	Complete	0	Jim	Jim.chance@practicaltek.com	09/01/2018	Jim Chance	321
Dynamic Metals (Elkhart, IN)	1536	Task 1536 -Buld custom interface from excel to load into syspro 6.1	50	build custom interface from excel to load into syspro 6.1 via business objects. Note from jim… See Sam for any superficial or concepts about physical inventory loading. He can help you brainstorm questions. Like what about variances? Make sure you look for a possible existing feature, or someone has done this before or a cool help doc for a good half a day before starting development. Your also going to need to tell her what you want in the excel file. Another idea is, some sort of option had to exist even though quantum architecture doesn”t exist in 6.1. Last but not least, post to the forum, maybe someone else has done this and they”d share it, or sell it.	Complete	0	Chance	Chance.finley@practicaltek.com	10/01/2018	Tracy Eaves	321
Titeflex Commercial Inc (Springfield, MA)	1537	Task 1537 – Onsite 3 day BPR	1	Onsite 3 day BPR with recommendations.	Complete	0	Sam	Sam.bise@practicaltek.com	10/01/2018	Dan Rigsbee STUT	315
Dynamic Metals (Elkhart, IN)	1538	Task 1538 – Install SetUp Configure Multi Site	50	: Install, setup, configure and test multi-site.	Complete	0	Jim	Jim.chance@practicaltek.com	10/01/2018	Jim Chance	321
Pickwick Manufacturing Services (Cedar Rapids, IA)	1539	Task 1539 – Customer Part Number On Sales Orders	90	I just now stumbled upon what looks to be another aspect of Vantage that did not transfer over to 10.1. I would also assume it has something to do with customization of our Packing Slip (but what do I know). This IS a problem. I am surprised our customers have not complained yet. Problem: Sales order will have our Customer’s Part Number in the CUSTOMER PART column, and will list Pickwick’s Part Number in the PART column of the sales order. This is to then transfer over to the Packing Slip, listing our Customer’s Part Number first, then stating Pickwick’s Part Number as “OUR PART”. 10.1 packer is just listing Pickwick’s part number twice. This function needs to work, no matter which Report Style we use. We must fix this. See task email for PDF”s.	Complete	-1	Chance	Chance.finley@practicaltek.com	12/01/2018	Craig Purdy	152
Content Creations (Schaumburg, IL)	1541	Task 1540 – Prevent MFG STK Transactions On Jobs	90	PREMIUM New customer!! Let’s impress. Desc: We want to prevent mfg-stk transactions on jobs WHERE there is a subcontract operation AND the PUR-SUB does not exist for that job OR the mfg-stk qty will exceed the pur-sub qty for that job We’ve had issues where subcontract receipts have been missed and job numbers getting mixed up so this will safeguard that we are only receiving to stock from jobs where the subcontract po line has been received.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	12/01/2018	Carol Vrtis	326
Laszeray Technology (North Royalton, OH)	1542	Task 1542 – Duplicate Batch GL Posting Issues	7	Note: Likely a GL control code issue Desc: We are having issues positng entries in the GL. The error indicates both of these are duplicate batches. This has happened a few times in the past couple years. We have tried to cancel the batches, and re-run the capture several times, but it will not clear the error. I have attached the correspondence from the last time this happened. I worked with Epicor directly, but had our support group load the file. What is unique about the issue this time, I think these transactions are posted to the GL already. The other times we’ve had this issue they did not post. See Task folder for screenshot.	Complete	0	Dena	Dena.chance@practicaltek.com	15/01/2018	John Zelina	327
Pickwick Manufacturing Services (Cedar Rapids, IA)	1543	Task 1543 – Job Detail Screen Showing Incorrect Required Quantity	7	Can’t explain this, and if it is happening elsewhere then it can cause us a lot of problems. The job says 1.666 sticks of material p10365 is required, but Timephase shows the job only needing 1.000 sticks. The truth is that the job requires 1.666, but purchasing would not have known that.See Task email for screenshots.	Complete	0	Sam	Sam.bise@practicaltek.com	15/01/2018	Craig Purdy	152
Dynamic Metals (Elkhart, IN)	1544	Task 1544 – Sam Training Topics	50	Training Topics to add to your agenda: DME: 11, 12, 21, 25, 29, 30, 36, 43, 46, 49, 50, 52, 54, 58, 60, 62, 69, 70, 74, 82, 83, 84, 87, 90, 91, 102, 103, 104, 106, 107, 108, 109, 110, 111, 113, 114, 118, 122, 123, 125, 129, 131, 132, 133, 137, 138, 139, 143, 145 GEM: 356, 357, 359, 363, 370, 372, 373, 374, 376, 377, 378, 379, 381, 382, 384, 385, 387, 389, 394, 396, 400, 401, 402, 409, 412	Complete	0	Sam	Sam.bise@practicaltek.com	16/01/2018	Dwayne Adkins	321
Dynamic Metals (Elkhart, IN)	1546	Task 1546 – Jim/Mark Training Topics	50	Topics to add to your agenda: 13, 27, 57, 188	Complete	0	Jim	Jim.chance@practicaltek.com	16/01/2018	Dwayne Adkins	321
Polyportables (Dahlongea, GA)	1548	Task 1548- Update PTS Written BPM to Include Plants	90	2 needs… Ben is asking to speak to the person assigned about the task. 1. PTS wrote a series of BPMs that updates the Release Warehouse based on FOB. What we need now is this to update the plant and the warehouse on the release tab based on FOB. The other is the BPM you wrote that adds all warehouses to a part when a new part is created. 2. What we need now is it to add all Plants to a part when a new part is created and add the default warehouse for that plant as the primary warehouse for that part in that plant.	Complete	-1	Jarrad	Jarrad.layne@practicaltek.com	18/01/2018	Ben Burford<