Learn how to efficiently resolve a common issue when importing data into Epicor Kinetic with our latest video, presented by Juan Carlos Estrella, Project Manager at Mayan Technologies. If you’d like more information on these topics, reach out to us at www.mayantechs.com/lets-talk.
In this tutorial, Juan Carlos demonstrates a step-by-step guide to adding transaction line numbers in Excel for data sources that lack them-a critical step for accurate imports into Epicor Kinetic.
Chapters
0:00 - Introduction
0:02 - Understanding the Problem
0:26 - Setting Up Excel
0:37 - Adding a New Column
0:53 - Sorting by Transaction Number
1:09 - Creating the Formula
1:44 - Replicating the Formula
2:20 - Conclusion
Whether you’re a beginner or an advanced user, this video is perfect for anyone looking to enhance their Epicor Kinetic workflow and address common data import issues. By the end of this tutorial, you’ll have a practical solution that saves time and reduces errors.
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