15
May 2025
57

Epicor Insights 2025 Recap: Innovation, AI, and What’s Next for Manufacturers

Innovation is what drives the future, and it drives our partnership with Epicor. Which is why we attended

Epicor Insights 2025 Recap: Innovation, AI, and What’s Next for Manufacturers

Blog, Epicor, ERP , , , , , Ashley Limbers

Innovation is what drives the future, and it drives our partnership with Epicor. Which is why we attended Epicor Insights 2025 to find out where things are going in this evolving ecosystem. If you use Epicor…or are considering an ERP…then it’s worth learning a bit about our and their insights for the future.

What’s Next with ERP: Key Takeaways from Epicor Insights 2025

The focus of Epicor Insights 2025 was on agentic AI. Epicor’s CEO, Steve Murphy, discussed  AI and the fact that Epicor is approaching integrating AI vertically, focusing on those existing Make, Move, and Sell verticals. With the current challenges that manufacturers are facing, particularly around realigning supply chains overnight due to tariffs, and how AI can be used to respond to these challenges if used correctly. Murphy mentioned that Epicor values the impact of AI and how it is an accelerator to help people gain insights into the data within an ERP, versus a tool that would replace them.

Epicor also unveiled Epicor Prism and Epicor Grow AI. The latter covers more than 200 use cases, while Epicor Prism can now integrate with Epicor Industry ERP Cloud, including Epicor Prophet 21, and Epicor Kinetic (which is our specialty).

This means our Kinetic customers can now experience faster employee onboarding, enhance decision making with rapid visual analysis, streamline information retrieval, and more. And Grow AI provides predictive AI modeling. Our Director of Operations and Advanced Support, Jason Claggett, had this to say: “Epicor showcased their AI solution, ‘Prism, ‘ that is aimed to empower the workforce.”

They also added a new Carbon Cost Rollup solution to Kinetic to support carbon tracking and treat CO2 emissions as currency.

Introduction – Why Epicor Insights 2025 Matters

Epicor Insights 2025 is a significant conference with around 4,000 attendees – large for a company-specific conference and an impactful event with 45 extended education sessions and 85 hands-on labs.

This allows customers, partners, and influencers to interact with the company and move their use of Epicor to their next level. For us, it’s a way to learn what Epicor is doing and changing, and how they are moving forward. We can then pass this knowledge on to our customers and help them use the platform better. We can, in particular, help current and future Epicor users customize tools and leverage people-centric AI to get the most value out of their ERP software.

Epicor’s Five Innovation Principles – Building a Future-Ready ERP

Epicor has long focused on five principles of innovation to build its ERP, and Epicor Insights is a timely reminder of them. They are:

  1. Great Experience. Epicor’s ERP is easy to use, keeping everything centralized. It provides a great, streamlined experience for employees and allows them to do more in less time.
  2. Data-Driven Insights. Using AI to crunch data, Epicor builds a data supply chain that improves accuracy and collaboration without compromising security. This allows you to use your data to the full.
  3. Industry Expertise. Epicor has deep experience in five areas – automotive, building supply, distribution, manufacturing, and retail. This allows thousands of companies to get the best out of Epicor and benefit from their expertise.
  4. Co-Innovation with Customers. This means working with customers to improve and listening to feedback – which is a major driving force behind Epicor Insights.
  5. People-Centric AI. AI that does not replace humans but rather makes their lives easier and more productive.

Spotlight on Emerging Solutions and Tools

A major purpose of Epicor Insights is to showcase emerging solutions and tools and give customers a chance to try them with the company’s help. Some of the new solutions Epicor demonstrated include:

  • SparkCentral – GROW. Epicor’s Grow AI provides predictive modeling and analysis to help customers manage their supply chain and predict demand.
  • Inventory Planning & Optimization (IP&O). Epicor continues to improve its IP&O solution. Adding more AI improves sales and inventory planning by offering probabilistic forecasting to help connect inventory optimization to your bottom line.
  • Prism, Ascend, Acadia, Kyklo. These AI solutions continue to develop. Acadia, for example, helps frontline workers gain real-time insights directly, instead of through dispatch.
  • Insights GO Demo. Epicor also demonstrated GO, 3D visual intelligence that will further improve data-driven insights and be a fantastic tool for showing data to stakeholders.

In particular, Ashley Limbers, our Marketing Manager, enjoyed the focus on AI. “It’s exciting to see how Epicor’s commitment to AI is already sparking action—and will continue to drive growth and competitiveness for our clients.”

Epicor Connected Process Control (CPC) and Acadia

Another focus was connected process control, which uses digital work instructions to enforce process control, connects devices to harvest IoT data, provides embedded quality management, and supports preventive maintenance. All of this allows manufacturing employees to work more effectively. The Andon solution allows all employees to view real-time production information and empowers them.

Acadia does the same thing for front-line workers. Both of these solutions improve employee trust by allowing them direct access to the data they need to do their jobs and encourage innovative solutions from the front line or factory floor.

CPC also matters for workforce readiness and compliance. It allows for the development of a Skills Matrix that directs job-based training so that employees have the skills and knowledge they need and opportunities to continuously improve.

Closing the Visibility Gap and Overcoming Data Challenges

According to Epicor, 79% of companies lack tier 1 supplier visibility, and 48% ignore critical insights. These pain points are something Epicor is working hard to address.

One way is the data supply chain, which ensures that accurate data is transmitted across companies to the people who need it. In many cases, insights are “ignored” because people simply don’t see them. Data from tier 1 suppliers can easily be brought into the data ecosystem.

Epicor also provides solutions for supply chain resilience that include improving visibility so that sourcing can be switched and balanced as needed. Supplier disruptions don’t turn into production disruptions.

3D data visualization is going to be another tool for overcoming data challenges by making data easily visible to stakeholders and showing them, clearly, the impact of changes on their bottom line.

Real-World AI Use Cases That Deliver ROI

Back to AI. Epicor’s AI is designed to support human innovation. Here are four areas in which Epicor’s AI really can help:

  1. Quoting. AI can analyze the supply chain, predict demand, and help you assess costs so you can provide more accurate quotes.
  2. Onboarding. New employees can get on track faster, with onboarding even starting before they come on-site.
  3. Ordering. AI ordering can allow for targeted upselling, dramatically increasing revenue.
  4. Analysis. Last, but far from least, AI can automate the interpretation of lists and charts so humans don’t have to spend hours poring over them.

Epicor AI – functional, practical, human-first.

Strategic Growth and Vision

Epicor also talked about its growth as a company. Since 2021, they have made 14 acquisitions. Their growth has averaged 12% year-over-year.

They have made over 100 major project releases and over 600 minor ones. All of this reinforces their deep vertical focus in the Make, Move, Sell economy.

Final Thoughts – Empowering the Maker Community

A clear thread through the Epicor Insights 2025 was that while AI has much potential, it is only valuable when applied in context. AI use cases need to be industry-specific, well-thought-out, and centered around supporting people in their activities. Our Director of Professional Services, Dave Cranshaw, had this to say: “I’m excited to work with Kinetic as not just a static ERP as we have all been working with most of our careers, but now as a platform to truly provide actionable insights to our customers very soon. What’s key is clients should be cleaning up their data so it’s good, then moving to the cloud, so they can use PRISM, and lastly turn on GROW post go-live so they can start being part of the change in the industry.”

Epicor also reinforced its commitments to innovation, security, and, above all, community.

At Encompass Solutions, we are here to help our clients learn what is coming next and take advantage of it to improve operations and your bottom line.

Are you ready to see how these innovations fit your business strategy? Talk to your Encompass Solutions account manager today or contact us to explore Epicor and how AI can be used can help your business.

29
Apr 2025
48

Epicor Kinetic 2025.1 Release: Transforming Productivity, Sustainability, and Digital Growth

Revolutionizing Worker Productivity with AI and Prism Experience a paradigm shift in manufacturing productivity with Epicor Kinetic 2025.1,

Epicor Kinetic 2025.1 Release: Transforming Productivity, Sustainability, and Digital Growth

Blog, Epicor, ERP , , , , , , encompass

Revolutionizing Worker Productivity with AI and Prism

Experience a paradigm shift in manufacturing productivity with Epicor Kinetic 2025.1, featuring leading AI-driven tools that take worker efficiency to the next level. The new release sets a new standard as the ERP for manufacturing, boosting operational capabilities with cutting-edge technology designed to streamline workflows and maximize productivity. At the top of its list of innovative advancements is Prism, an ECM (Enterprise Content Management) agent fully integrated into the Kinetic platform.

Prism: Enhancing Efficiency through Intelligent Automation

Prism offers a fundamental shift in how document management and task automation are approached using AI in manufacturing. Consequently, this tool gives users everything they need to boost their operational efficiency and streamline workflows. Prism revolutionizes worker productivity on many different fronts:

  • Document Management Reinvented: Document handling is simplified by smarter categorization, organization, and information storage. Critical documents are always readily accessible, which is a huge time saver.
  • Accelerated Information Retrieval: Advanced search algorithms are used to rapidly retrieve key information from even the largest repositories. Users can easily find and extract what they’re looking for quickly, helping them make quicker, informed decisions.
  • Automated Task Execution: One of Prism’s best features is the ability to automate repetitive tasks across a manufacturing workflow, saving workers valuable time to spend on more important matters. It can reliably handle everything from simple data entry to more complex tasks with greater accuracy.
  • Intuitive User Experience: Designed to improve the user experience, Prism can easily integrate with existing workflows without disrupting your operation. Users of all skill levels can use its intuitive interface and interactive features to use the power of its AI-driven enhancements.

With Prism within Epicor Kinetic 2025.1, manufacturers will see administrative overhead greatly reduced and time-to-market projections for new products accelerated. It’s a transformation tool setting a new standard for productivity in manufacturing that will pave the way for smarter operations.

Supporting Sustainable Manufacturing with New Capabilities

As global expectations for manufacturing sustainability increase, manufacturers scramble to face the growing pressure of guaranteeing their operations are aligned with environmental initiatives. Therefore, Epicor Kinetic 2025.1 meets this challenge by introducing innovative tools that give manufacturers what they need to measure and reduce their environmental footprints.

Tracking and Reducing Environmental Footprints

The new Epicor Kinetic release introduces the Carbon Cost Rollup for Purchase Orders, Jobs, and Quotes as one of its standout features. It’s an advanced tool that allows manufacturers to thoroughly analyze and track their carbon footprints across every facet of their operations.

  • Comprehensive Carbon Footprint Analysis: Kinetic 2025.1 integrates carbon tracking into core operations, giving manufacturers the ability to measure the environmental impact of their activities. It gives a comprehensive view of carbon contributions through the manufacturing lifecycle, including emissions associated with purchase orders, production jobs, and project quotes.
  • Data-Driven Sustainability Insights: Using detailed analytics and reporting, manufacturers now receive actionable insights into their environmental footprint. The Carbon Cost Rollup feature gathers data from different operational sources, giving them the information they need to make informed decisions on how to reduce carbon emissions and optimize resource use.
  • Alignment with Global Sustainability Standards: Kinetic 2025.1 also helps manufacturers meet compliance regulations and stakeholder demands.  With the ability to monitor and manage environmental impacts, businesses can be responsible corporate citizens and meet their long-term sustainability goals.
  • Operational Efficiency and Cost Savings: Managing resource usage and reducing waste through sustainability initiatives can save a lot of money and streamline operations. Kinetic 2025.1 gives manufacturers the tools they need to identify areas for improvement, implement new sustainable practices, and boost overall business performance.

In addition, Kinetic ERP gives manufacturers a competitive edge in a sustainability-focused market landscape. The development of carbon tracking and environmental management tools is Epicor’s pledge to driving meaningful change in the manufacturing sector.

Delivering Customer-Driven Improvements and Accelerating Digital Transformation

As a result, Epicor Kinetic also supercharges the way manufacturers address the needs of their customers through a digital transformation within their operations. This newest release uses extensive feedback harvested through Epicor Ideas, generating 1,346 enhancements to enhance both system productivity and user experience.

Key Enhancements in Kinetic 2025.1

  • New Warehouse Inactive Option: The new Warehouse Inactive Option helps streamline inventory management. Manufacturers can optimize warehouse space and other resources by effectively managing inactive or slower-moving inventory items. A reduction in inventory carrying costs and smarter space usage helps manufacturers better use their resources and save money.
  • Reason Code Maintenance Improvements: Improvements in Reason Code Maintenance gives manufacturers smarter reporting capabilities.  Kinetic 2025.1 simplifies data analysis and reporting by standardizing and automating the process of assigning reason codes to operational events and transactions. Manufacturers will be able to identify and pinpoint issues, trends, and opportunities for improvement faster than ever before, improving their ability to make data-driven decisions.
  • Enhanced MRP Urgent Planning: Kinetic 2025.1 took dynamic market demands into consideration and improved Material Requirements Planning (MRP) Urgent Planning capabilities. Manufacturers can now quickly respond to demand or supply disruptions, guaranteeing production schedule continuity.  This improvement in production planning and inventory management allows manufacturers to respond faster, shorten lead times, and exceed customer expectations.

Expanding Integrations for Enhanced Digital Transformation

In addition to these cutting-edge enhancements, Epicor Kinetic 2025.1 continues to add integration capabilities across popular key solutions. These integrations are vital in enabling manufacturing enterprises to speed up their digital transformation journey and improve their overall operations.

Integrations Across Solutions

Kinetic integrates seamlessly with a range of ERP cloud solutions, including:

  • Grow: Makes business growth strategies easier through enhanced insights and scalability.
  • ECM (Enterprise Content Management): Streamlines document management and information retrieval.
  • Quick Ship: Greatly improves order fulfillment and logistics management to boost customer satisfaction.
  • Automation Studio: Streamlines repetitive tasks to make automations better.
  • CPQ (Configure Price Quote): Complex quoting processes make accelerating sales cycles and improving accuracy easier.
  • Epicor IP&O Quickstart: Provides a rapid deployment solution for Inventory Planning and Optimization (IP&O).
  • Field Service Management (FSM): Improves service delivery and customer experience using field service operations.

Therefore, these integrations give businesses data-driven insights, automate critical workflows, and enhance collaboration across departments. Kinetic 2025.1 allows manufacturing organizations to adapt swiftly to market demands and drive sustainable growth by using a unified approach to digital transformation.

Unlock the Full Power of Kinetic 2025.1

The future of manufacturing is smarter, greener, and more connected today than it has been before.  This Epicor Kinetic update gives you what you need to be a leader in this transformative era. Are you ready to harness these new capabilities and propel your business forward?

Contact us today at Encompass Solutions and let us show you how Kinetic 2025.1 can revolutionize your operations, help you reduce your environmental footprint, and help you reach your goal of digital excellence faster. Stay ahead of your competition and embrace the power of Kinetic ERP to shape the future of manufacturing.

08
Apr 2025
39
reporting tools

Unlocking Data Insights: Master Epicor ERP Reporting Tools | Encompass Solutions

Unlocking Data Insights: Master Epicor ERP Reporting Tools In modern business, data insights are one of the most

Unlocking Data Insights: Master Epicor ERP Reporting Tools | Encompass Solutions

Blog, Epicor, ERP , , , , , , , , , , , , Ashley Limbers

Unlocking Data Insights: Master Epicor ERP Reporting Tools

In modern business, data insights are one of the most powerful tools you can command. The ability to derive patterns, trends, and performance indicators from data generated by your everyday operations can help to inform decisions, shape strategies, mitigate risks, and prepare for growth.

Unlocking data insights is essential for today’s manufacturers. One of the greatest advantages of using an all-encompassing ERP solution like Epicor Kinetic is the ability to compile data and prepare reports from every facet of your company. Epicor ERP users have a wealth of reporting tools at their fingertips, ready to help them make the most of their resources from problem-solving to growth planning.

Encompass Solutions is an expert in Epicor implementation and data management. Today, our goal with this article is to help you improve your Epicor Kinetic reporting processes, gain deeper insights from your data, and enhance your decision-making capabilities through the discovery of tools that simplify reporting and help you leverage your Epicor ERP more effectively.

Whether you are trying to optimize financial reporting, enhance operational visibility, or tailor reports to meet unique business needs, this content series will help you find the Epicor reporting tools you need.

Epicor Kinetic Reporting Tools

Epicor ERP transforms your operations into valuable data insights. Every order, invoice, and project is made up of data points. Epicor makes these accessible through a wide range of ERP reporting tools designed to streamline your reporting processes and enhance your decision-making capabilities.

Each reporting tool is tailored to specific business needs. A quick look can help you get a sense of the tools we are about to cover in depth.

GROW translates your data through real-time interactive dashboards. Financial Planning and Analysis provides financial reports and forecasts. SSRS enhances operational reporting with the help of an SQL server. BarTender simplifies label printing and documentation for compliance and operational efficiency.

GL Report generates general ledger reports, Enform manages paperwork inside the Epicor ERP system, and Custom Reporting helps you build tailored reports that address more unique business needs.

1. GROW

GROW is the Epicor Business Intelligence toolkit, which allows organizations to create innovative and interactive dashboards of custom data. You decide what data is most important and how you want it presented, and GROW will do the rest. GROW empowers real-time business intelligence, offering interactive dashboards and reports that simplify complex data analysis.

GROW implements an innovative back-end that utilizes ETL Processes (Extract, Translate, Load) to acquire the data you need from each source, then stores your real-time data in a data warehouse so it is ready to present through an interactive chart at any time.

Organizations can build a large number of custom dashboards, accessing data extracted from throughout the ERP system and integrations such as Kinetic. It can be used by top leadership or implemented for specific roles and departments. Once you decide the data you want to display, you can organize and refine it into the most useful charts for quick visual presentation and detailed analysis.

Dashboards designed with GROW can be used to monitor operations, create powerful presentations, and inform data-driven decision-making.

2. Financial Planning and Analysis (FP&A)

The Epicor FP&A or Financial Planning and Analysis toolkit helps you to streamline financial reporting for smarter forecasting and budgeting. It is designed to assist your organization in making data-driven financial decisions using in-depth analysis of your financial health, ongoing operations, and potential opportunities.

FP&A is a cloud-based solution that uses machine-learning technology to provide powerful financial insights based on your company’s real-time financial data. It is designed to empower your organization by improving the way you access financial reports, enhancing your operations, and helping your business adapt to an ever-changing financial environment.

With the Financial Planning and Analysis toolkit, you will be able to quickly generate reports that both ensure compliance and accurately predict future revenues, profits, and cash flows based on both recent and historical financial data. This allows you to craft goal-oriented and driver-based plans by presenting models of complete financial operations and even exploring what-if scenarios to stay agile in the ever-changing marketplace.

The tools provided by FP&A can also help you analyze and discover which products, customers, and segments of the business are generating the greatest profits so you can prioritize and adapt your strategy for a more successful future. Then, consolidate your reports with ease across entities so you can compare financial performance in a compact yet comprehensive way.

3. SSRS – SQL Server Reporting Services

The SQL Server Reporting Service (SSRS) is designed to enhance your access to operational reporting with the help of SQL Server operations. Epicor SSRS Reports are customizable data representations built using Microsoft SQL Server Reporting Services, tailored to Epicor ERP users. This allows you to build and deploy robust, interactive reports using truly complex and innovative methods.

SSRS provides an interface that makes it possible to visualize complex data that is empowered by the dynamic and in-depth data management toolkits built into the Microsoft SQL Server Reporting Services. It is an extremely effective and powerful method to extract, analyze, and present your business data.

Benefits of the SSRS reporting system include dynamic data representation, customization, integration, and accessibility. Take control of real-time data analysis and engage in accurate data-driven decision-making. You can also personalize reports to fit unique requirements and generate reports in multiple formats such as Excel, PDF, and Word.

For even more access to your data, SSRS integrates seamlessly with other Epicor ERP modules for fully connected data presentation.

4. BarTender

The Epicor BarTender toolkit was designed to simplify label printing and documentation processing. It will improve traceability, compliance, and operational efficiency by creating and automating the printing and control of labels, barcodes, RFID tags, plastic cards, and other essential forms of physical data output.

BarTender is a unique method of accessing data that is essential to manufacturing businesses because it allows you to print accurate labels and documents regarding your products. The toolkit primarily focuses on design for product labels, cards, RFID tags, and other related output types. You can enter print time easily and ensure your data is presented through customizable forms.

With Bar Tender, it’s easy to consolidate design with intelligent templates and ensure that each label represents the most current data. Then you can apply secure document control to ensure your business is always within regulatory compliance.

BarTender represents a set of tools that help you design labels and label templates with ease and efficiency. You can configure and connect to data sources through your Epicor-managed business systems and then launch print commands. It is also designed to empower automated printing, automate print status, manage printing supplies, and streamline print production while providing complete control over the process.

5. GL Report

General Ledger reports are an essential part of your company’s financial performance. This led to the Epicor GL Reports toolkit to help your business generate clear and comprehensive general ledger reports that provide visibility into your financial performance. A general ledger report is a financial tool that summarizes all of a business’s financial transactions, is organized by account type, and provides a comprehensive record of account balances.

The General Ledger module is linked to all aspects of business operations. By mastering it, you can achieve better financial reporting. Ig gives you the ability to record and report on finances from throughout your ERP system with no repeat data entry.

The Chart of Accounts (COA) feature shows up to 20 user-defined segments. This makes it possible to record, store, allocate, and report financial data with granular control.

The Fastclose Financial Intelligence feature helps you build reports on customer and project profitability. You can break down your data between multiple sites or branches to compare performance easily.

The multiple books function can help you build unlimited financial books, seamlessly combined into a single consolidated report for a unified financial truth. You can also build multiple financial schedules, which will be compiled gracefully into your GL reports. From tracking subsidiaries to forecasting to consolidations, GLreports is a great way to compile your financial insights and remove needless complexity from the process.

6. Enform

Business forms play a vital role in operations and data management. EnForm is the Encompass Solutions answer to the Epicor Standard Style business forms. Enform makes it possible to improve your forms with superior formatting, unified data types, and clear, detailed information to empower more efficient and integrated paperwork management. Enform Reports improves Epicor’s Standard Style business forms for any organization that uses the Epicor Kinetic ERP system.

EnForm Reports makes use of a more modern style of document that is both pleasing to see and easier to read for both your workforce and business partners. Users can also hide unused form fields to streamline formatting and improve the readability of each form in every use case across your business operations.

EnForm reports transform the Epicor Standard Style of forms to make better use of each page. We ensure word-wrapping occurs less often than standard reports while maintaining sufficient white space for clarity and optimal legibility. This means fewer pages that you need to print per report while ensuring the same level of usefulness and detail. Each report appears as a new option in the Report Style field to help you print reports with ease, using fewer pages for an eco-friendly update across the board.

7. Custom Reporting

Epicor also makes it possible to design custom reports based on needs that are not predicted by common Epicor Kinetic use cases. Custom reporting allows you to tailor your reports and dashboards any time out-of-the-box tools do not quite align with your needs.

Building custom reports requires more attention to detail and fine-tuning your report’s data curation and dashboard assembly. However, with the tools available and the comprehensive source-of-truth data within the Epicor EPR system, you will be able to create valuable data insights and presentations based on the unique needs of your business, operations, projects, collaborations, and goals.

Custom reporting makes it possible for a company to operate outside of standard procedures, whether you are innovating new internal operations or planning industry-disruptive strategies. Reports are valuable no matter your purpose, and custom reports with Epicor reporting tools will empower your progress.

Unlock Powerful Insights with Epicor Reporting Tools

Epicor ERP empowers comprehensive business management and collects a treasure-trove of both real-time and historical data in the process. Epicor’s powerful reporting tools put that data at your fingertips with intuitive charts, reports, dashboards, and ways to put the data to work through label creation, GL reports, and standard forms. Encompass Solutions is an expert Encor ERP consultant who can help you get more from your ERP infrastructure, tools, and more.

To receive more information about these reporting tools, see this guide, or to see a live demo, fill out a form here: https://content.oldencompass.sevenagesdesign.com/encompass-solutions-erp-edi-consulting-rfq-request-a-demo

Contact us for a personalized consultation on how we can improve your Epicor implementation.

15
Dec 2023
26

7 Reasons Why Manufacturers Recommend Epicor ERP Software

If you work in the manufacturing industry, you understand the importance of staying ahead of the competition. When

7 Reasons Why Manufacturers Recommend Epicor ERP Software

Blog, Epicor , , , Ashley Limbers

If you work in the manufacturing industry, you understand the importance of staying ahead of the competition. When it comes to reliable and efficient enterprise resource planning (ERP) solutions, Epicor Kinetic is the ultimate choice. Created by manufacturers for manufacturers, it is a shining example of innovation and effectiveness. Now, let’s delve into why Epicor ERP software is the preferred solution for manufacturers.

Tailored for Manufacturing

Epicor Kinetic is not just any ERP for manufacturing, but a premier solution that has been designed to the specific demands of manufacturers. With its comprehensive suite of features, Epicor Kinetic is designed to match the complex processes that are typical in the manufacturing industry. From advanced supply chain and financial management to nuanced human resource and inventory control, every component is integrated seamlessly to enhance operational efficiency.

What sets Epicor ERP software apart is its industry-specific focus. This ERP system is not a one-size-fits-all solution, but rather a strategic tool that is fine-tuned to optimize every facet of your manufacturing operation for peak performance. Epicor Kinetic understands the multifaceted challenges of the manufacturing industry and addresses them with seamless integration and functionality that resonates with the day-to-day realities of the industry.

Comprehensive Supply Chain Management

By leveraging the power of Kinetic, manufacturers can overcome the unique challenges they face. Whether it’s managing complex supply chains, ensuring financial stability, optimizing inventory management, or streamlining quoting and sales processes, Kinetic offers tailored solutions that address these specific needs. With its industry-specific design, Epicor Kinetic enables manufacturers to achieve operational excellence and stay one step ahead of the competition.

Advanced Financial Management

The integration of advanced supply chain and financial management modules ensures that manufacturers have complete visibility and control over their operations. By streamlining supply chain processes, Kinetic enables manufacturers to enhance coordination, reduce disruptions, and boost overall efficiency. This not only leads to cost savings but also contributes to improved customer satisfaction and increased profitability.

In addition, Epicor Kinetic’s advanced financial management capabilities provide manufacturers with a clear and controlled view of their company’s financial well-being. By going beyond basic accounting, Kinetic offers streamlined processes and extensive reporting capabilities, enabling manufacturers to make financial decisions based on solid data. With efficient financial tracking and management, manufacturers can reduce risks, improve profitability, and ensure that every decision contributes positively to the company’s bottom line.

Effective Inventory Management

When it comes to inventory management, Epicor Kinetic is a leader in the industry. Its advanced tools provide manufacturers with real-time visibility of stock levels, allowing them to avoid situations of excess or shortage. With precise control and accuracy, manufacturers can strike the right balance between inventory costs and production demands. Moreover, Kinetic enables better forecasting and planning, leading to more efficient resource utilization and reduced waste. By optimizing inventory management, manufacturers can ensure that they have the right materials at the right time, supporting continuous production and timely order fulfillment.

Enhanced Quoting and Sales Features

Quoting and sales are critical functions for manufacturers, and Epicor Kinetic simplifies and enhances these processes. With its intuitive interface and accurate costing capabilities, Kinetic allows sales teams to respond swiftly and effectively to customer inquiries and evolving market demands. Manufacturers can customize quotes to cater to specific customer needs and preferences, improving the overall customer experience and boosting sales success rates. By avoiding underpricing or overpricing scenarios, Epicor Kinetic helps manufacturers maintain competitiveness in the market and achieve sustainable growth.

Robust Analytics and Reporting

The robust analytics and reporting capabilities of Epicor Kinetic provide manufacturers with critical insights into their business performance. By analyzing productivity, profit margins, and operational workflows, manufacturers can make well-informed decisions and identify areas for improvement. This data-driven approach is crucial for staying competitive in today’s rapidly evolving manufacturing sector. With Kinetic, manufacturers gain a deeper understanding of their business, enabling them to identify trends, pinpoint inefficiencies, and uncover growth opportunities.

Flexibility and Adaptability

Flexibility and adaptability are essential in the fast-paced manufacturing market, and Epicor Kinetic excels in these areas. Its flexible deployment options, whether on-premise, hosted, or cloud-based, allow manufacturers to choose a solution that aligns with their operational needs and future growth plans. This level of customization ensures that as businesses evolve, Epicor Kinetic evolves with them, seamlessly integrating with new processes and technologies. Such flexibility is invaluable for manufacturers looking to scale, innovate, and stay agile in a highly competitive market.

Epicor Kinetic: Discover the Difference Today

In conclusion, Epicor Kinetic is not just an ERP system; it is a strategic partner for manufacturers on their journey to operational excellence. With its industry-specific design, comprehensive features, and focus on optimization, Epicor ERP software empowers manufacturers to streamline operations, boost productivity, and drive growth. Discover the power of Epicor Kinetic today and unlock the full potential of your manufacturing business. Visit www.oldencompass.sevenagesdesign.com to explore how Epicor Kinetic can transform your operations and help you stay ahead of the game.

30
Oct 2023
16
business man with tablet in manufacturing

How Epicor Multi-Site Management Streamlines Operations for Manufacturers

If you’re a President, CEO, CFO, or CIO of a company with multiple locations, you know how challenging

How Epicor Multi-Site Management Streamlines Operations for Manufacturers

Blog, Epicor , , , Ashley Limbers

If you’re a President, CEO, CFO, or CIO of a company with multiple locations, you know how challenging it can be to manage numerous sites and companies. The struggle is real—scattered transaction records, resource allocation headaches, and the ever-present need to meet customer expectations.

But what if there was a way to simplify all this complexity? Today, we’re discussing Epicor’s Multi-Site Management module, an add-on to the Epicor ERP software. Let’s dive in.

The Challenge: Multi-Site, Multi-Company Operations

Managing a multi-site, multi-company operation can feel daunting. Let’s break down the complexities:

  • Scattered Records: When your business has multiple locations, your transaction records can end up disjointed. It’s not just about invoices and purchase orders. We’re talking about employee records, customer data, and inventory levels. This scattered information makes it difficult to get a unified view of your operations, leading to inefficiencies and errors.
  • Resource Needs: Allocating resources becomes hectic. You need to consider labor, materials, and even energy resources across different sites. Each site might have its demands, and balancing those needs without a centralized system is a logistical nightmare.
  • Legal Complexities: Each site could function as a separate legal entity, with its own tax obligations, compliance requirements, and contractual obligations. This adds an extra layer of complexity, as you have to navigate different legal landscapes while trying to maintain a cohesive operation.

So, the challenge isn’t just about managing multiple locations. It’s about maintaining financial integrity, legal compliance, and operational efficiency. It’s a tall order, but not impossible.

The Solution: Epicor’s Multi-Site Management Module

Navigating the complexity of multi-site and multi-company operations is no small feat. But Epicor’s Multi-Site Management Module is designed to be your compass through this complexity.

Unified System

Imagine having a single dashboard where you can manage different companies and oversee intercompany operations. That’s what Epicor offers—a unified system that brings all your scattered records into one place. It’s like having a command center that gives you a bird’s-eye view of your entire operation.

Financial Control

Financial oversight is crucial when you’re operating on a large scale. Epicor allows you to exercise financial control across all sites, ensuring that your budgets are adhered to and your financial goals are achieved. It’s like having a financial advisor embedded in your ERP system.

Flexibility

One size doesn’t fit all, especially in the manufacturing industry. Epicor gets that. That’s why they offer the flexibility to choose between cloud-based or on-premises solutions. Whether you’re a cloud expert or prefer keeping things in-house, Epicor has you covered.

Key Features

  • Intercompany Transactions: The module allows for seamless transactions between different companies within your organization. Therefore, no manual reconciliations or data entry errors.
  • Centralized Data: Access all your financial data, from invoices to inventory levels, from a centralized dashboard. This makes data-driven decision-making easier.
  • Customization: Every business is unique, and Epicor understands that. The system can be tailored to meet your specific operational needs, ensuring the solution is as unique as your challenges.

So, if you’re looking to streamline your multi-site, multi-company operations, Epicor’s Multi-Site Management Module is the toolkit you’ve been searching for.

Real-World Applications

Imagine you’re a manufacturer headquartered in Greensboro, NC, with production facilities and distribution centers scattered across the United States. How does Epicor’s Multi-Site Management come into play?

  • Optimize Inventory: First, you can track your inventory in real-time across all locations. Need to shift excess stock from a facility in Texas to meet a surge in demand in New York? No problem. The system allows you to make these adjustments swiftly, reducing holding costs and preventing stockouts.
  • Streamline Accounting: Managing finances across multiple sites can be overwhelming. Epicor simplifies this by consolidating all your financial records into one centralized system. This makes auditing much easier and ensures you’re always in compliance with local and federal regulations.
  • Enhance Profitability: Finally, the goldmine—profitability. With all your data centralized, you can analyze performance metrics, identify inefficiencies, and implement changes. This data-driven approach enables you to make informed decisions contributing to your bottom line.

So, whether you’re dealing with inventory headaches, accounting complexities, or profitability concerns, Epicor’s Multi-Site Management is the innovative solution you didn’t know you needed.

Why Choose Epicor?

So, you’re convinced you need a multi-site management solution, but why go with Epicor? Let’s take a closer look.

Expertise

Epicor isn’t new to the game, manufacturers build their solutions for manufacturers. With years of experience under their belt, they’ve honed their ERP solutions to meet the unique challenges of the manufacturing industry. They understand the nuances and intricacies that come with managing multiple sites and companies, making them a trusted partner in your operational journey.

Innovation

Stagnation is the enemy of progress. That’s why Epicor is committed to constant innovation. Regular updates mean you’re always equipped with the latest tools and features, ensuring you stay ahead of the curve and your competitors.

Support

Even the best systems can encounter hiccups. That’s where Encompass Solutions comes in. As your support network, they’re there to ensure everything runs smoothly. Whether it’s troubleshooting issues or helping you make the most of the system’s capabilities, you’re in safe hands.

Choosing Epicor is like opting for a triple-threat solution—expertise, innovation, and support. It’s not just about managing your operations; it’s about taking them to the next level.

See It in Action

Managing multiple sites and companies doesn’t have to be a logistical nightmare. With Epicor’s Multi-Site Management module, you can bring order to the chaos and focus on what matters—growing your business and meeting customer expectations.

Ready to take the next step? Contact Encompass Solutions for more information or to schedule a demo with our team. We’re here to help you navigate the complexities of multi-site management so you can focus on what you do best—manufacturing excellence.

23
Feb 2023
7

What You Need to Know About Epicor Insights 2023

Blog, Epicor, Events , , , Ashley Limbers

Epicor Insights 2023 is in Las Vegas, Nevada at the Mandalay Bay Resort and Casino from May 15th through May 18th, 2023. The full agenda is now available for viewing. Below is an overview of the schedule for planning your trip to Las Vegas! 

  • Sunday, May 14th: Extended Education
  • Monday, May 15th: Extended Education & Welcome Reception
  • Tuesday, May 16th: Welcome Keynote, Breakout Sessions & Wine & Cheese Reception
  • Wednesday, May 17th: Guest Speaker Keynote, Breakout Sessions, Evening Party
  • Thursday, May 18th: Breakout Sessions

Epicor Insights Registration

Insights attendance is limited to current Epicor customers, authorized partners, and guests. Early bird registration is available until February 24th at $1,495, and after this date, the price ranges from $1,695-$1,895. 

Register for Epicor Insights 2023

Conference Package

The Insights 2023 conference package includes; keynotes, general sessions, breakout sessions, labs, meals for the day, access to the exhibit hall and giveaways, receptions, dinner, and entertainment. 

Here are some options items you can add to your registration package:

  • Full-Guest Meals Pass – $450.00
  • Keynote Speaker Pass – $75.00
  • Printed Eclipse Lab Book – $25.00
  • Printed Kinetic (the new name for Epicor ERP) Lab Book – $25.00
  • Printed Prophet 21 Lab Book – $25.00

Epicor Insights Hotel and Venue

This year, Epicor Insights 2023 will be held at: 

Mandalay Bay Resort and Casino

3950 S Las Vegas Blvd.

Las Vegas, NV 89119

See discounted rates and book your hotel room.

Epicor offers a group discounted hotel rate of $205 (not including taxes) at Mandalay Bay and $240 (not including taxes) at Delano Las Vegas. The rates are based on availability and include the following: 

  • Reduced Daily Resort fee of $26
  • Property-wide high-speed wireless internet in hotel rooms, public spaces, and convention space
  • Unlimited local and toll-free calls
  • Airline boarding pass printing and notary service
  • Cardio room access for guests 18+

Book by Friday, April 14th, 2023, to take advantage of the discounted Insights rate.

Transportation

For information on transportation to and from LAS please visit this website. 

Encompass Solutions Insights Client Event

This year, Encompass Solutions is hosting a client event at the House of Blues at Mandalay Bay Resort and Casino. More details coming soon!

If you have any questions about Insights 2023, please contact events@epicor.com.

27
Oct 2022
4

Encompass Solutions Recognized by Epicor as Premium Partner

Encompass is honored for reaching status for more than twelve years Greensboro, North Carolina, November 1, 2022– Encompass

Encompass Solutions Recognized by Epicor as Premium Partner

Encompass Solutions, Epicor, ERP, News , , , , , , Ashley Limbers

Encompass is honored for reaching status for more than twelve years

Greensboro, North Carolina, November 1, 2022– Encompass Solutions has achieved the Gold Partner recognition for 2022. Recipients are selected by Epicor Software Corporation based on Employee Certification, Customer Support, and Customer Satisfaction. Gold Partners exhibit deep expertise in manufacturing and ERP systems; their experience distinguishes them in the field.

“I’m excited about our continued partnership with Epicor Software and the Epicor Partner Community. Also, being part of a growing organization like Encompass Solutions is why I get up in the morning!” Jason Claggett, Managed Services Manager of Encompass Solutions.

Encompass Solutions has a longstanding relationship with Epicor and its focus on Epicor ERP business solutions, has allowed them to deliver mission-critical ERP software solutions, custom development services, and process improvements for businesses in the manufacturing and robotics, and automation industries. Professional services in ERP consulting, project management, EDI, and ERP software implementation, upgrades, training, and more.

“It’s an honor for Encompass to be recognized as a valued partner by Epicor for over twelve years. Our continued partnership with Epicor allows us to build better relationships with our customers. It feels great to know Epicor is supporting us in our success.” Rob Cummings, Senior Financial and Operations Consultant.

Epicor Certified Partners

Epicor Partners have been specially trained and certified to provide Epicor software solutions, project planning and management, training, and ongoing support services. Extensive training and experience enable them to offer the highest value over time.

About Encompass Solutions

Encompass offers professional services in ERP consulting, project management, EDI, and ERP software implementation. We specialize in enabling manufacturers of every size with full-scale ERP/MES implementation, integration, and renovation of existing systems. Our expert consulting and IT staff deliver the tools, training, and confidence manufacturers need to address emerging challenges in corporate and operational growth. Encompass provides a specialized approach to every client’s needs, identifying customer requirements and addressing them with the right solutions. We ensure our clients are equipped to match the pace of the industry with business systems to fit the build. Encompass is a certified Gold Partner of Epicor.

To learn more about Encompass Solutions, please visit www.oldencompass.sevenagesdesign.com.

17
Oct 2022
3
Epicor Update - epicor financial planner product release january 25 2022

New Epicor CPQ Release Is Friday, October 21, 2022

A New Epicor CPQ Release Is Coming Friday, October 21 Epicor is excited to announce the next major

New Epicor CPQ Release Is Friday, October 21, 2022

Epicor, News , , , , Ashley Limbers

A New Epicor CPQ Release Is Coming Friday, October 21

Epicor is excited to announce the next major Epicor CPQ release on Friday, October 21, 11:00 PM – Saturday, October 22, 4:00 AM Eastern Time.

Read on to learn more and how to prepare for your upgrade.

What’s New in Epicor CPQ Release 4.1.7.3

This major release includes significant improvements, including modernizing the server framework and performance enhancements, especially for searching. This is also the first release that includes embedding Epicor’s new Automation Studio into the portal and a new 3D feature, Sketch and Extrude.

New features and enhancements include:

  • 3D Features/Enhancements
    • Sketch node and associated classes and UI
    • Circle with center and radius path
    • Utility to flip path direction
    • Automatically determine to extrude direction instead of defaulting to 0,0,1
    • Fix world transform of move sketch control point gizmo
    • Allow reordering paths and control points in the editor
    • Handle 3D paths
    • Mechanisms for Sizing Sketches
    • UI Shortcuts for creating new paths
    • Close sketch extrusion surfaces
    • Curve Path types for sketches
    • Positioning and orienting a sketch in 3d space
    • Add visualization renderer for sketches and paths
    • Sweep feature
    • Extrude feature
  • Update to .NET 6
  • Salesforce CPQ Integration enhancements
  • Embedded Automation Studio
  • Allow Quote Header fields to be marked “Searchable”
  • Elastic Search

You can learn more about each feature by visiting the CPQ Wiki and make sure to check out our What’s New video on Epicor Learning Center.

What to Expect
Here’s what you need to know about your upgrade:

Friday, October 21, 11:00 PM – Saturday, October 22, 4:00 AM Eastern Time
While Epicor upgrades your Production to 4.1.7.3, your system will be unavailable from Friday, October 21, 11:00 PM – Saturday, October 22, 4:00 AM Eastern Time.

Note after the upgrade: swap out the old extension with the new .NET 6-enabled extension for customers using an Extension.

Dates are subject to change.

As a reminder, reach out to EpicCare whenever you have a question or need application support. We hope you are excited about the new innovations coming soon to Epicor CPQ. Thank you for your continued support as an Epicor customer.

Subscribe to Status Alerts
Subscribe to receive additional email or text notices regarding routine updates, scheduled maintenance, or system outages at status.epicor.com.
23
Aug 2022
2

What Epicor 10.1 End of Support Means for Your Business

Recently, we’ve been receiving many questions on Epicor’s Lifecycle Policy. This blog will outline the currently supported versions

What Epicor 10.1 End of Support Means for Your Business

Epicor, ERP, News, Technology , , , , Jason Claggett

Recently, we’ve been receiving many questions on Epicor’s Lifecycle Policy. This blog will outline the currently supported versions of the Epicor ERP system, the difference between Active and Sustaining support, and the upgrade options available.

Release Lifecycle

Like other software packages, Epicor Kinetic requires frequent patching. These can be for cosmetic (Updates), functional enhancements (Releases), or wholesale architecture changes (Version). Regular patching is necessary to keep the software running smoothly or plug security holes to keep you and your data safe. Epicor’s cadence is defined and outlined in the graphic below of how often you can expect updates, releases, and versions from Epicor. 

Support Lifecycle

Support is an essential part of any software package, and when things are running smoothly, you seldom need it. However, when issues arise and you need support, having an active support contract is the difference between being down for a short period versus an extended outage. The chart below shows what you can expect from a support contract. 

Active support gives you full access to Epicor phone support, security updates, and new issue investigation, to name a few. Sustaining support gives limited phone support, access to the latest release, and an online knowledge base. While you will no longer be able to purchase new modules under Sustaining support, you can purchase additional users for your version.

Review the comprehensive FAQs for Epicor’s support lifecycle. You will need a valid Epicor EpicWeb ID to review the guide. 

Product Lifecycle

All good things must come to an end. Or so the saying goes, right? The good news is Epicor software supports versions back to Version 8.03.400 and earlier under their Sustaining support model. Below is a chart outlining the transition date for each version of Epicor Kinetic ERP. If you are on the Epicor Public Cloud model, you never have to worry about being out of Active support – more on this option below.

What are the Options?

Your options are straightforward. On-premise customers have two options:

  1. On-premise upgrade: As long as you have an active maintenance contract with Epicor, you are entitled to the latest version of the Epicor Kinetic versions. This version can be installed in your server farm, a hosted server farm, or your cloud subscription (i.e. Azure, AWS, Google, etc.)
  2. Migration to Epicor SAAS Cloud: You can migrate your on-premise database up to the Epicor public cloud. Doing so provides a future of hassle-free upgrades and allows you to get back to running your business.

No matter which option you choose you will need to do something if you are on Epicor ERP 10.2 or earlier. To have a conversation about upgrading your Epicor software, email info@oldencompass.sevenagesdesign.com.

12
Aug 2022
5

How a Manufacturing Company Leverages Cloud-Based ERP Solution to Improve Efficiency

Learn how the world-leading OEM engine tooling provider, Rhinestahl, leveraged Epicor Kinetic to improve efficiency.

How a Manufacturing Company Leverages Cloud-Based ERP Solution to Improve Efficiency

Epicor, ERP, Uncategorized , , , , , , Ashley Limbers

Learn how the world-leading OEM engine tooling provider, Rhinestahl, leveraged Epicor Kinetic to improve efficiency.

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