17
Aug 2020
1
an image of a business person using business intelligence and analytics software, like Epicor data analytics (EDA) for Epicor ERP

Epicor Data Analytics | Cloud Business Intelligence

Epicor Data Analytics (EDA), powered by Phocas, is an easy-to-use cloud service with powerful tools to help you

Epicor Data Analytics | Cloud Business Intelligence

Epicor , , , , , , , Sean Balogh

Epicor Data Analytics (EDA), powered by Phocas, is an easy-to-use cloud service with powerful tools to help you reduce costs, identify new opportunities, and speed decision-making.

  • Stay up-to-date with the daily changes in your business
  • Eliminate time-consuming and error-prone manual reporting processes
  • Visualize data across all of your business systems from production to sales

EDA factsheet – Download
EDA customer success story – Download
EDA top-ranked Highlights in Business Application Research Center (BARC) Report – Download

Epicor Data Analytics Prebuilt Content Packs

Each of the currently available Epicor ERP content packages for EDA provides starter dashboards and deep integration into a specific set of Epicor ERP data. You have the freedom to build onto these content packs with any additional fields from Epicor ERP and augment from any other data sources, such as Salesforce and ADP.

Epicor Data Analytics for Sales (sales, orders, quotes)

Quickly discover business trends by visualizing the sales data in your Epicor system. Get deeper insight into sales results by account, location, geography, order, and more.

Answers questions like:

  • What are my average sales and gross margin by invoice?
  • Who was buying, but is not buying now?
  • Where are we succeeding geographically?

Gain full visibility into:

  • Net sales
  • Quantity shipped
  • Quantity ordered
  • Material cost
  • Fixed burden
  • Variable burden
  • Labor cost
  • Other cost
  • Gross margin

Epicor Data Analytics for Materials (inventory, purchasing, and shipping)

Improve the productivity of what is likely your largest fixed asset—your inventory—by making sure you invest in the right inventory mix. EDA can help you see your inventory data more clearly.

Answers questions like:

  • What is our current inventory value today?
  • What are our potential inventory shortfalls?
  • What is on order in my open POs?
  • Where are my shipments?

Gain full visibility into:

  • Quantity on hand
  • Inventory value
  • Cost
  • Allocated
  • Backordered
  • On PO
  • In transit
  • Quantity ordered

Epicor Data Analytics for Financials (AR/AP and general ledger)

Improve overall visibility into your business by drilling down into categorized accounts and transactions within your income statement and balance sheet.

Answers questions like:

  • What are this year’s actuals versus last year’s actuals by account?
  • How long is money held up in accounts receivable?
  • What payments are receivable and what invoices are due?
  • Did we take advantage of discount terms and how much did we save?

Gain full visibility into:

  • Amount paid
  • Terms taken
  • Allowed
  • Bad debt amount
  • Amount receivable
  • Owing
  • Items invoiced
  • Invoices paid
  • Memos
  • Terms taken
  • Transactions for income statement and balance sheet

Epicor Data Analytics for Production (production, reporting, and quality)

With the production content pack for Epicor ERP and iScala, make certain that quality products are produced for the right customer at the right time—for the right price and profit margin.

Answers questions like:

  • What is my resource earned hours?
  • Do I have differences in production rates between shifts?
  • How do I improve the overall effectiveness of my resources?
  • What is the most frequent cause for product rejections?

Gain full visibility into:

  • Good quantity
  • Total Quantity
  • Good value
  • Total value
  • Estimated setup hours
  • Estimated production hours
  • Actual production hours
  • Actual production
  • Rework hours
  • Actual setup hours
  • Actual setup rework hours
  • Production run standard
  • Production labor rate
  • Setup labor rate
  • Production burden rate
  • Setup burden rate
  • Actual labor cost
  • Actual burden cost
  • Rework labor cost
  • Rework burden cost

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.

27
Jul 2020
1
an image advertising the 2020 gartner magic quadrant for cloud erp report

Gartner Magic Quadrant for Cloud ERP Names Epicor Software As Visionary

The Gartner Magic Quadrant for Cloud ERP The Gartner Magic Quadrant for Cloud ERP is an annually published

Gartner Magic Quadrant for Cloud ERP Names Epicor Software As Visionary

Epicor , , , , , , , , , , Sean Balogh

The Gartner Magic Quadrant for Cloud ERP

The Gartner Magic Quadrant for Cloud ERP is an annually published report that outlines the research organization’s perspective on the best software available. This year, Epicor Software again received designation as a visionary in the category of Cloud ERP for Product-Centric Enterprises.

The published report is free to download for anyone interested in learning more about Epicor Software and other Cloud ERP vendors.

an image advertising the 2020 gartner magic quadrant for cloud erp report

You can download the Gartner Magic Quadrant for Cloud ERP for Product-Centric Enterprises report HERE.

Epicor ERP Cloud

Epicor ERP Cloud is a secure, economical, efficient, and reliable enterprise resource planning (ERP) system.

The solution provides businesses with flexibility and comprehensive support. It helps manufacturers simplify processes, optimize operations and ease IT responsibilities.

For example, Epicor Cloud ERP delivers a 99.5% or greater uptime.

Aerospace and defense manufacturer Wipaire leverages the benefits of Epicor Cloud ERP to free up resources and reduce costs.

The company enjoys real-time access to information, which delivers higher cost efficiency and better time management.

Wipaire Controller Mike Elrod commented about their choice to use Epicor ERP, “We chose to deploy in the cloud because it offered flexibility and cost savings and we no longer need to maintain in-house servers or equipment.”

Epicor ERP is built to scale alongside manufacturers as they grow and depend on better tools to deliver the results and experience their stakeholders and customers expect.

With Epicor Cloud ERP, businesses are better equipped to compete, thrive, and grow by harnessing data and implementing automation to improve productivity and profitability.

“We believe Epicor’s spot in the Visionaries quadrant proves that we are a cloud vendor of choice in the markets we serve and that our cloud ERP software is providing customers with the tools they need to succeed in today’s mid and enterprise markets,” said President Himanshu Palsule. “Our customer base is large, incredibly loyal, and actively engaged, and we will continue to foster those relationships to address and prioritize their feedback in future product updates so that our customers can push ahead of their competitors and can focus on business resiliency rather than IT administration.”

Placement in the Visionary quadrant validates Epicor’s ability to provide businesses with the best ERP solution. Read the Gartner Magic Quadrant for Cloud ERP for Product-Centric Enterprises report HERE to learn more.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.

23
Jul 2020
0
an image of Epicor Cloud ERP 10.2.700 Update

Epicor Cloud ERP 10.2.700 Update Available September 2020

As part of the Epicor Cloud ERP 10.2.700 Update, Epicor Cloud ERP pilot instances will upgrade to the

Epicor Cloud ERP 10.2.700 Update Available September 2020

Epicor , , , , , , , , , , Sean Balogh

As part of the Epicor Cloud ERP 10.2.700 Update, Epicor Cloud ERP pilot instances will upgrade to the newest release in September 2020. Read on to learn what new business value awaits and how to prepare.

What’s New In The Epicor Cloud ERP 10.2.700 Update

More details will be released as we near September 2020, but a few highlights include:

  • Cloud Read-only Data Access—Safely and securely view your data in a read-only environment. Epicor ERP Cloud Data Access is a new offering that allows for read-only access to your Epicor ERP instance. This new offering gives freedom of access while also safeguarding data security and system integrity. Access to the database will be on a read-only basis, but also near real-time (within seconds) to provide high value, whether leveraged by you directly or by ISV partners via APIs.
  • Epicor Advanced Unit of Measure—Seamlessly conduct business in a different unit of measure. A new capability, primarily aimed at the metals industry and adjacent industries, provides the ability to buy and value material in one unit of measure and transact in a different unit of measure.
  • Epicor Data Analytics (EDA) Financial Reporting—Budgeting, forecasting, and planning simplified. EDA Budgeting and Planning will provide an easy-to-use solution for budgeting, forecasting, and planning. With EDA Budgeting and Planning, you will be able to create financial budgets from scratch or prior year actuals and generate a budgeting workflow process, eliminating the need for Excel spreadsheets.
  • Epicor Kinetic—Continuing the journey to provide a modern and intuitive user experience with Epicor Kinetic. With this release, Epicor Kinetic is focused on the transformation of maintenance screens and quotes to cash process forms targeting high-impact maintenance and entry screens. New enhancements will be made to Epicor Application Studio, which allows you to tailor Kinetic forms with low/no code that won’t break during an upgrade.

How To Prepare For The The Epicor Cloud ERP 10.2.700 Update

Epicor will upgrade pilot systems one month before production systems. This will provide Epicor Cloud ERP customers with a chance to explore the updates in 10.2.700 without affecting production systems.

As a best practice, please use this time to review and make any necessary changes to your Unique Business Components (UBCs). This includes any custom reports, BAQs, BPMs, User Interface customizations, etc. Effective testing will ensure everything continues to operate as expected.

If you submit an EpicCare ticket for help with moving your UBCs from Pilot to Production, Epicor will do so for you during the upgrade weekend.

Important Dates

  • Friday, September 11, 2020
    Deadline for Flex customers to submit an EpicCare ticket indicating their preference to defer their upgrade to one of the alternate upgrade dates
  • What’s New in Epicor ERP Cloud 10.2.700 upgrade webinars are scheduled for mid-September. Register for one of the sessions to learn the latest about Epicor Kinetic, AppStudio, and Identity. If you cannot attend, they will be available on demand.
  • Friday, September 18, 2020 – Saturday, September 19, 2020
    Pilot system upgrades to 10.2.700. During this time, your pilot system will be unavailable while Epicor performs your upgrade, but don’t worry—your production system will not be affected by the new release. Once it is complete, log in to your pilot system and start exploring what’s new.
  • Tuesday, October 13, 2020 
    A pilot system update to 10.2.700.2 and UBC Opt-In Deadline. The final version that will be loaded into your Production system will be 10.2.700.2, so we’ll update your Pilot environment on this date. Also, if you want Epicor to move your UBCs from your Pilot environment to your Production environment, you must submit an EpicCare ticket to opt into the process. If you do not submit an EpicCare ticket to opt into the process, the UBCs from your Pilot environment will not be moved by Epicor to the Production environment.
  • Saturday, October 17, 2020 – Sunday, October 18, 2020
    Production system upgrades to 10.2.700.2. Your upgrade weekend arrives! While Epicor upgrades your production system to Epicor Cloud ERP 10.2.700.2, your system will be unavailable for several hours during this time.

 Note that dates are subject to change.

Flexing Your Upgrade

Subscribers to the Epicor Public Cloud Flex Option can follow the same schedule.

Alternatively, you have the option to defer your upgrade to Epicor Cloud ERP 10.2.700.

Below are the two date options for your flex upgrade.

                      Pilot                                                                              Production

Option 1:    Week of Dec 14, 2020                                               Jan 23-24, 2021

Option 2:    Week of Jan 18, 2021                                                Feb 20-21, 2021

If you choose to defer, you must submit an EpicCare ticket with your selected upgrade date (Option 1 or Option 2) and we will send you a personalized confirmation with your instructions. We must receive your deferral no later than Friday, September 11, 2020. If you do not choose to defer, we’ll keep you on cadence and automatically upgrade your system in September 2020.

Note: If you choose to defer your upgrade, you will not receive any 600.x updates after the 10.2.600.11 update. We only host the upgrade webinars on September 16 and September 17, but replays are accessible at any time afterwards as documentation on EpicWeb. If you defer, you are strongly encouraged to either attend or watch the replay so you are aware of the upgrade process.

About The The Epicor Cloud ERP 10.2.700 Update

The Epicor Cloud ERP 10.2.700 update is the second of two major upgrades in 2020, as part of the regular cadence and commitment to helping your business grow through innovation.

Unlike the more frequent monthly updates that are minor yet enhance your daily experience, major releases like this bring you greater usability, performance, and strategic value in a single upgrade. That’s why we give you advance notice and the opportunity to test and explore the updates in the pilot before upgrading your production system.

Next Steps

Watch for additional information about the upcoming upgrade. You will be invited to join educational webinars on September 16 and September 17 to learn more about the Epicor Cloud ERP 10.2.700 update, how to prepare, and ways to leverage the new functionality for driving business growth. Documentation will also be made available on the Epicor customer portal EpicWeb. And as a reminder, reach out to EpicCare anytime you have a question or need application support.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.

22
Jul 2020
1
an image of employees using epicor advanced financial reporting tools

Epicor Advanced Financial Reporting (AFR) Support To Go Sustaining

As of June 2020, Epicor is no longer delivering enhancements for Epicor Advanced Financial Reporting (AFR), but bug

Epicor Advanced Financial Reporting (AFR) Support To Go Sustaining

Epicor , , , , , , , , Sean Balogh

As of June 2020, Epicor is no longer delivering enhancements for Epicor Advanced Financial Reporting (AFR), but bug fixes are still available for existing customers on maintenance, and the product is still in the Active Support stage. However, AFR is expected to move to Sustaining Support by 2021.

If your organization is looking for an alternative product by Epicor that gives more value and benefit to your business, Epicor can offer you three great financial reporting products that are fully integrated with Epicor ERP and provide the same capabilities as Epicor Advanced Financial Reporting and much more.

Epicor Advanced Financial Reporting (AFR) Resources

To support the migration to these products, a new, very beneficial, non-time limited migration offer is available to every Epicor ERP customer on active AFR maintenance when migrating to Epicor XL Connect or EFP.

EDA Financial Statements is also a great option at your discretion, however, for this product, the new non-time limited migration offer does not apply.

Further information:

Contact us using the link below for further details on the offer!

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.

07
May 2020
0
Epicor ARM 10.3 sp7 epicor advanced requisition management 10.3 SP7

Epicor ARM 10.3 SP7 Update

The latest update for Epicor ARM (Advanced Requisition Management) has been released as Epicor ARM 10.3 SP7. The developer,

Epicor ARM 10.3 SP7 Update

Epicor , , , , , , , , , , Sean Balogh

The latest update for Epicor ARM (Advanced Requisition Management) has been released as Epicor ARM 10.3 SP7. The developer, Precise Business Solutions, is an Independent Software Vendor (ISV) creating Epicor ERP solutions and more tools dedicated to minimizing waste and maximizing efficiency for small and medium-sized businesses.

What is Epicor Advanced Requisition Management?

Epicor Advanced Requisition Management (ARM) is online requisition management and workflow solution designed to deliver full-cycle procurement functionality securely to your organization’s desktops or mobile devices. ARM’s real-time budget visibility empowers your company to make informed purchasing decisions, while consolidated purchase orders allow you to negotiate contract pricing with your suppliers-ultimately reducing costs and maximizing efficiency across your entire enterprise.

Solution Benefits

Epicor Advanced Requisition Management (ARM) is an online solution for managing the cycle of requisitioning, ordering, and receiving. Benefits include:

  • Reduce purchasing costs and effort
  • Improve communication internally and with vendors
  • Assign preferred suppliers or default supply locations
  • Gain visibility of the purchasing process

Features

The web browser-based application allows easy deployment throughout the enterprise and facilitates the entire requisition process electronically-from requisition submission through to purchase order creation and optional distribution to vendors.

Epicor ARM automates and streamlines the procurement process, utilizing a web browser to integrate with and extend the Epicor Supply Chain Management module. Multiple approval methods provide a flexible framework that can be configured to meet the requirements of any organization.

Epicor ARM 10.3 SP7

In addition to features incorporated as part of the Epicor ARM scheduled product roadmap, the updates in this release have been influenced by requests received from Epicor ARM customers.

Epicor 10.2.600 compatibility, enhanced attachment capability, and support for multiple invoices against a single purchase order receipt are just some of the features we have incorporated in this release to enhance your overall ARM experience.

An overview of some of these enhancements is outlined below.

New features and enhancements in Epicor ARM 10.3 SP7

  • E10.2.600 Compatibility (E10) – ARM 10.3.7 is compatible with E10.2.600.
  • Split BIL for APM and non-APM Environments (E10) – ARM has now split BIL with one version supporting APM and the other supporting non-APM environments. Choose the appropriate version when installing this product in your environment.
  • Support Edit Tax at Line level in AP Module (E10) – This is a ‘Manual Tax Override’ function that enables you to edit and override the tax on the line. Note that the line tax will be reset to the default values when copying the Invoice.
  • Support Project, Phase, and Cost Code (APM) in AP Module (E10) – AP Invoice and Debit Memo now support Project, Phase, and Cost Code (APM).
  • Support Hold Invoice and Hold Payments in AP Module (E10) – When selected, the ‘Hold Invoice’ check box represents a hold status on the entire Invoice. If you post a group that contains an Invoice on hold, this Invoice will not be posted. You will need to clear this check box and then re-post the group. When selected this check box also indicates that payments will not be made against the Invoice. ARM only enables this check box functionality in the time before the AP document is approved.
  • Support PO Receipt Attachments (E10) – Users can now attach a receipt document when entering PO receipts. ARM receipt attachments will not be integrated into Epicor at this time.
  • Support Receipt Attachment Visibility in AP Approval (E10) – In addition to the support for PO Receipt Attachments (above), ARM also supports the ability to view the Receipt Attachments during the AP Approval process.
  • Original Order Value on AP Invoice (E10) – Some new read-only fields have been added to the AP Invoice screen. The Ordered field shows the original value of the order raised. The Un-receipted field shows the value of the line that is not received yet.
  • AP Invoice Filter Settings Enhancement (E10) – The AP Search filtering criteria are retained for each ARM user.
  • Support Multiple Invoices Against a Single PO Receipt (E10) – ARM now supports partial Invoices for a single Purchase Order receipt. After adding a PO Receipt line to an AP Invoice, a new check box entitled ‘Final’ is shown on the main Invoice screen. When ticked, this action indicates the line is finished with Invoicing stage. To perform partial Invoicing the AP documents need to be within the same Invoice Group. When the first partial Invoice is created and approved, it will move from the ARMUNAPP Group to the nominated Invoice Group. If a second Invoice is raised, an error will be shown in ARM due to the two Invoices present in different Groups. Therefore, the first Invoice will require posting in Epicor to proceed with creating any subsequent Invoices. This functionality requires configuration in Epicor. Go to Company Configuration> Modules> Finance> Accounts Payable and enable the ‘Allow Multiple Invoicing of Receipts’ check box.
  • AP Invoice Search Results Set and Export (E10) – The Export feature now includes the Vendor name and Invoice Date on the export file.
  • AP Approval Process Enhancement (E10) – A new <Next> button feature has been added to the AP document screen. This allows the user to move and load the next AP document from the AP Search results.
  • Punchout Enhancement (E10) – The PunchOut processing has been altered to conform with the SameSite cookie policy that was introduced in newer versions of Google Chrome and Microsoft Edge browsers.

Read the Epicor ARM 10.3 SP7 Release Guide for further detail on all the features and enhancements outlined above.

Epicor ARM 10.3 SP7 Upgrade Eligibility

Epicor ARM 10.3 SP7 is compatible with Epicor 10, Epicor 9.0.5, and Enterprise 7.4 SP7.

Users upgrading to Epicor ARM 10.3 SP7 should note the following:

  • If you are upgrading from ARM versions 10.0 SP6, ARM 10.1.0, or ARM 10.1 SP1 – SP4, you must run the Upgrade Manager to migrate data so that it will be compatible with the enhanced approvals process that was introduced in ARM 10.1 SP6.
  • If you are upgrading from ARM 10.1 SP5 (or above) you do not need to run the Upgrade Manager to migrate your data as it will already be compatible with the enhanced approvals process (introduced in ARM 10.1 SP6).

Users upgrading to this version should perform a full synchronization on the GLAccountDefinition and GLAccount jobs within the Integration Manager

Spotlight on ‘Blanket Order’ functionality

Two common questions we receive are “What is a blanket order?’ and “Can I use it for the ordering of maintenance and repair services?”

‘Blanket Orders’ go by a few names – sometimes called ‘blanket purchase agreements’ or ‘call-off orders. These orders allow an organization to create a requisition for a contracted amount with a supplier, to be consumed over some time. Expenses can then be ‘drawn down from this approved amount incrementally, as required. This makes it very convenient for utilities and services-related expenses, where the exact amount cannot be known in advance.

Epicor ARM Blanket Order Demonstration

To see how ARM Blanket Order functionality works, click the demonstration video below:

About Precise Business Solutions

An award-winning and market-leading provider of ERP software solutions. Precise provides global software solutions, coupled with local business expertise. Precise is a leading provider of business software solutions and associated services to the Australian and international marketplace. A wholly-owned Western Australian company, Precise has been in business since 1989. Over the last 25 years, Precise has assisted organizations to maximize efficiencies and gain a competitive advantage. Precise Business Solutions is also the developer of integrated companion solutions for Epicor ERP  – Epicor Advanced Requisition Management (ARM) – Precise Point of Sale (POS) These solutions are distributed worldwide through their alliance partner Epicor Software Corporation. Precise continues to be a market leader in implementation, support, and services. Partnering with their customers to help them be the best they can be, has always been Precise’s primary focus.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.

24
Apr 2020
2
What's New In Epicor ERP 10.2.600 Update

What’s New in Epicor ERP Cloud 10.2.600

The Epicor ERP 10.2.600 update is the first of two Cloud release upgrades planned for 2020. This is

What’s New in Epicor ERP Cloud 10.2.600

Epicor , , , , , Sean Balogh

The Epicor ERP 10.2.600 update is the first of two Cloud release upgrades planned for 2020. This is a major update that brings greater usability, performance, and strategic value in a single upgrade.

Epicor ERP 10.2.600 Highlights

As with past releases, the breakdown of what’s been added has been categorized into four major components: Experiences, Industry, Cloud and Analytics, and Global updates.

Epicor ERP 10.2.600 Experiences Updates

  • Epicor ERP Kinetic Dashboards and Trackers
  • Epicor ERP Kinetic Application Studio
  • Kinetic Help and Support Panel
  • Epicor Collaborate Phase 2
  • EVA Skills

Kinetic Highlights For Epicor ERP 10.2.600

  • 184 reports and processes
  • 20 Trackers (Located on a new Trackers – Kinetic menu)
  • Ability to deploy dashboards to Kinetic UI
  • Ability to create BAQ Reports in Kinetic UI
  • Ability to personalize and customize Kinetic forms
  • Epicor Application Studio (version 1)*
  • Enhancements to Kinetic Home Page
  • Kinetic App Maintenance*
  • Kinetic version alert banner*

*coming in 10.2.600.2

Refer to Release Notes for a cumulative list of Kinetic forms.

Kinetic Help and Support Panel

  • One-click access to videos, articles, and guided learning
  • Context-sensitive results
  • Easy access to Epicor Learning Center, EpicCare, and EpicWeb
  • Display field help

an image of the epicor erp cloud 10.2.600 kinetic help and support panel

New In-App Feedback

  • Give Epicor your direct feedback
  • Not a replacement for Support calls

an image of epicor erp cloud 10.2.600 in-app feedback

Epicor Collaborate

  • Cloud-based, collaboration solution within Epicor ERP
  • Simple, intuitive experience
  • New in 10.2.600:
    • Editing, sharing, flagging and tagging messages
    • Creating groups to make communication easier, including private groups
    • Creating custom notification rules
    • Designing BPM workflows to post notifications to Collaborate
    • Integrations with EVA, EDD, IoT, and Microsoft Teams
    • Support for 11 additional languages

an image of epicor erp cloud 10.2.600 epicor collaborate

Epicor Virtual Agent (EVA)

  • Conversational digital agent
  • EVA is enhanced with new skills each release:
    • Collaborate API – @EVA user posts message to a Collaborate group or individual
    • Return Material Authorization (RMA) Skill – “Create RMA for X pieces of [part] to [Customer]”
  • Available for iOS and Android

an image of epicor erp cloud 10.2.600 epicor virtual agent eva

 

Epicor ERP 10.2.600 Industry Updates

  • Epicor Financials Enhancements
  • Epicor Quick Ship
  • Epicor Cash Collect
  • DocStar ECM 2020.1
  • Epicor AMM PCID Transfers

Epicor ERP Core Financial Enhancements

  • Centralized AR collections
  • AR/AP netting settlement
  • AP invoice cancellation
  • AR/AP invoices-WHT timing option through interim accounts

Epicor Quick Ship (Manifest)

  • Cloud enablement on Microsoft Azure
  • Data mapping tool
  • New carrier integrations with:
    • CH Robinson’s freightquote.com
    • Canadian carriers Loomis and Canada Post

Epicor Cash Collect

  • User-friendly Customer Portal empowers businesses to better serve their customers
  • New Communications Assistant enables collection representatives to record, transcribe and store calls
  • Document Creation gives users a PDF print driver that enables printing a batch of invoices
  • Advanced Workflow allows the ability to create custom workflows within Epicor Cash Collect

Epicor Data Analytics Financial Reporting

  • Replaces Advanced Financial Reporting with a modern, cloud-based BI and analytics solution
  • All-in-one easy-to-use solution
  • Robust financial reports such as financial statements, balance sheets, and cash flow reports in a pre-packaged format
  • Offers Financial Planning and Analysis (FP&A)
  • Device-agnostic

Epicor Advanced Project Management

  • Provides integrated project management for customers with modules for:
    • Project Contracts
    • Project Accounting
    • Project Subcontracts
  • Simplifies and streamlines the contract management process and tracks at the sub-ledger level

DocStar Enterprise Content Management 2020.1

  • Provides automation to route and process business documents more efficiently, faster, and more accurately
  • Integrates to Epicor ERP for storage of documents and attachments, pre-built automated processing of documents for sales order entry and accounts payable
  • New features include AP Automation enhancements, integration with Epicor ERP identity, supporting multi-factor authentication, and new Kinetic screens

Package Control Identification Transfers

  • Reserve and allocate Advanced Materials Management PCIDs for sales orders
  • Enables customers to supply multiple sites with raw materials from a central location
  • Allow a customer to receive a single PO line or job info multiple PCIDs in a single transaction

Epicor ERP 10.2.600 Cloud and Analytics Updates

  • EDA Financial Reporting
  • Multi-Region Multi-Company Transactions
  • Azure Germany Datacenter
  • Functions and File Storage

Core Cloud Enhancements

  • Functions Enhancements – low code/no code customizations
    • Scheduling Functions
    • Functions calling other Functions
    • Solution Workbench support
  • File Attachment Storage now supports
    • Google Drive
    • Dropbox

Note: Microsoft has ended support for Windows 7

Epicor ERP Public Cloud Multi-region Multi-company Transactions

  • Run Epicor ERP in multiple company locations from any geography, in the cloud or on-premises
  • Enable intercompany transactions such as purchasing, sales orders, and reporting across multiple databases
  • Roll out a cloud strategy in phases, meet local requirements, and gain global visibility and alignment

Epicor ERP Cloud Regions

an image of epicor erp cloud 10.2.600 new epicor erp cloud data center in Germany

Epicor Cloud Communication

  • The email address on the In-app user profile is now where you enter your preferred communication email address
  • Need to update your notification preferences?
    • Access your profile from the System Monitor -> Action Menu

an image of epicor erp cloud 10.2.600 update notification preferences

 

Epicor ERP 10.2.600 Global Updates

  • Country-Specific Functionality updates
  • Epicor Electronic Reports

Epicor Country Specific Functionality

  • Countries providing updates for:
    • China
    • Colombia
    • France
    • Germany
    • India
    • Indonesia
    • Malaysia
    • Mexico
    • Netherlands
    • Norway
    • Poland
    • Portugal
    • Sweden
    • Taiwan
    • Thailand
    • UAE
    • UK
    • and all countries in the European Union (EU) with support for the EORI (Economic Operators Registration and Identification) number.

Epicor Electronic Reports

  • Prepare electronic reports for third-party organizations
  • Work efficiently with advisory companies and auditors
  • Leverage simple e-invoicing
  • Strengthen your global business management with legally required electronic reports

Timeline for 10.2.600

epicor erp cloud 10.2.600 update timeline

Preparation Checklist

epicor erp cloud 10.2.600 update checklist

Pilot/Additional Env Upgrade Weekend

  • Pilot/Additional Systems offline Friday 12:01 AM local data center time
    • Not able to log in during upgrade process

Timeline

  • For live Public Cloud customers: We start copying your Production data to Pilot on Wed April 15 at 8:00 PM CDT and through Thurs
  • For MT, Express: We start copying your Production data to Pilot on Thurs at 8:00 PM CDT
  • Additional environments are not auto refreshed
  • When upgrades are complete, your users can login
    • Download happens automatically
    • No changes to Users \ menu \ permissions
    • 10.2.600 in the Pilot system available for testing on Sunday, April 19

Production Upgrade Weekend

  • Production System offline Saturday 12:01 AM local data center time
    • Not able to log in during upgrade process
    • Approximate time for an upgrade 4-10 hours once your upgrade has started
  • During this time the Epicor Cloud Ops team will…
    • Upgrade your Production
    • Install UBCs solution from Pilot if requested by Tuesday, May 12
    • Send “all clear” messages
      ▪ First to administrators, second to all users
  • When complete, your users can login
    • Download happens automatically
    • No changes to Users \ menu \ permissions
    • Local system admin import UBCs previously saved to local drive and not included in the solution
    • Pilot changes will be retained on a backup copy until May 29 if needed

Data Refreshes for Customers in Public Cloud

  • All live customers staying on cadence—your pilot database will be automatically refreshed Wed, Apr 15 and upgraded Fri, Apr 17
    • Additional environments are NOT automatically refreshed. But if you would like a refresh prior (so you test the latest data) please raise a ticket in EpicCare – this must be completed ASAP, to be ready for 12:01 Friday AM local data center time.
  • All implementing customers –your pilot database will not be automatically refreshed. You will be upgraded on Fri, Apr 17 with the data in place.
    • But if you would like a refresh prior (so you test the latest data) please raise a ticket in EpicCare – this must be completed ASAP and ready for 12:01 Friday am local data center time.
    • Implementing customers will not be able to have the database refreshed from Production to Pilot during the upgrade testing month – so if you want this done it must be done by Thurs, April 16.

Customers with Option to Flex Their .600 Upgrade

  • The deadline was Wed, April 8 to submit your Flex request
  • Updates:
    • Note: if you choose to defer your upgrade, you will NOT receive any scheduled 500.x updates after 10.2.500.10.
    • However, Kinetic forms (User interface refresh) will continue to be turned on during this Flex period, regularly, with no downtime required

Option 1

  • Week of June 22 – your pilot system will be refreshed from live and upgraded
    • Additional will be upgraded and not refreshed. But if you would like a refresh prior
      (so you test the latest data) please raise a ticket in EpicCare – this must be completed ASAP and ready for 12:01 Friday AM local data center time.
  • Saturday, July 25 at 12:01 AM – your live system upgrade will start

Option 2

  • Week of July 20 – your pilot system will be refreshed from live and upgraded
    • Additional will be upgraded and not refreshed. But if you would like a refresh prior
      (so you test the latest data) please raise a ticket in EpicCare – this must be completed ASAP and ready for 12:01 Friday AM local data center time.
  • Saturday, Aug 22 at 12:01 AM – your live system upgrade will start

Testing in Pilot

  • Use this time to test end-to-end
    • A sample test plan is available for download on EpicWeb
    • Personalize the test plan and distribute it to your power users
  • Monitor for any failed Unique Business Components
    (UBCs)

    • Tues, May 12 is your last day to fix any UBCs and “opt-in” by requesting via EpicCare that the Epicor Cloud Ops team moves your UBCs to Production
    • If you need changes later, that’s ok. You’ll just have to update your Production after go-live.
    • Export all UBC changes to a known local location (Don’t take the default location)
  • Pilot/Additional will be upgraded to 10.2.600.2 May 12 just before the Live upgrade May 16-17
  • If you need help, please submit an EpicCare ticket

Testing Your SSRS Reports in Pilot

  • Open both your Production and Pilot applications from the same computer
  • Print the report in Production
  • Download your Production report from Production
  • Upload the report into the Pilot
  • Print the report in the Pilot
  • Compare the two documents
  • If you need to make modifications, make them in Pilot, and take notes so that you can move them post-upgrade
  • If you need help, please submit an EpicCare ticket

Unique Business Components (UBCs)

Vendor/Partner-side Teams Will: Upgrade your UBC items to 10.2.600

You need to:

  • Use the UBC Tracker to prioritize what needs your attention: clean up old data and fix issues
  • Use the sample test plans to walk through your business processes end-to-end (including reports)
  • Work to resolve items by Tuesday, May 12
  • Create an EpicCare Ticket IF YOU WANT* Epicor Cloud Ops to move your UBCs from Pilot to Production for you

Note: *In 10.2.400 and earlier, Epicor moved your modified UBCs files automatically, unless you opted out by requesting that they not be moved. Like the 10.2.500 process, with 10.2.600 Epicor will only move your modified UBC files if you choose to opt-in by submitting an EpicCare ticket.

Unique Business Components Tracker

  • Provides a read-only overview of your UBCs in one spot
    • Tabs organize your items so you can see what is good to go
    • Use it to identify obsolete or prototype items for cleanup
  • Dynamically reads your data
  • Customization panel refreshed every 4 hours

UBC Customization Tab

  • Three fields help you identify and prioritize customizations needing resolution
    • On the menu – Any customization used on a menu that has a problem is your highest priority
    • Is Cosmetic – These customizations have fields that may need attention
    • Duplicate – Review and delete
  • These fields are updated in Customization Maint by the verification process
  • Access a “how-to” video on the EpicWeb Cloud Documentation site

epicor erp cloud 10.2.600 UBC customziation tab

Training Courses

  • Epicor ERP Cloud 10.2.600 features over 60 new and updated titles in our Training on Demand library
  • Epicor ERP Cloud Embedded Education has over 100 courses with several updates
  • Remember to leverage the cloud upgrade training:
    • Getting Started with Epicor ERP in the Cloud
    • Epicor Support and Cloud Operational Excellence
    • Leveraging the Unique Business Component Tracker to Manage Your Customizations During an Upgrade

 

Watch the What’s New In Epicor 10.2.600 Webcast

What’s New In Epicor Cloud 10.2.600

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.

08
Apr 2020
0
What's New In Epicor ERP 10.2.600 Update

Epicor ERP Cloud 10.2.600 Update

As we near the Epicor ERP Cloud 10.2.600 Update, here are the important dates and enhancements you should

Epicor ERP Cloud 10.2.600 Update

Epicor , , , , , , Sean Balogh

As we near the Epicor ERP Cloud 10.2.600 Update, here are the important dates and enhancements you should know.

Epicor ERP Cloud 10.2.600 Update Important Dates

  • Tuesday, April 7, 2020, New Kinetic forms are turned on in your pilot environment. Your systems will not experience any downtime during this simple enhancement, and your version will not change. Details can be found in the Epicor ERP Kinetic FAQ for Customers.
  • Wednesday, April 8, 2020 Deadline for Flex customers to submit an EpicCare ticket indicating their preference to defer their upgrade to one of the alternate upgrade dates. This has been extended from April 6.
  • Saturday, April 11, 2020, The new Kinetic forms are turned on in your production environment. Your systems will not experience any downtime, and your version will not change.
  • Tuesday, April 14, 2020, and Wednesday, April 15, 2020 Upgrade webinars are held live, recorded, and posted as documentation. Please plan to join or watch the replay so you are aware of the upgrade process. Registration information will be sent shortly.
  • Friday, April 17, 2020 – Saturday, April 18, 2020 Pilot system upgrade to 10.2.600. During this time, your pilot system will be unavailable while Epicor performs your upgrade, but don’t worry—your production system will not be affected by the new release. Once it is complete, log in to your pilot system and start exploring what’s new.
  • Tuesday, May 12, 2020 Pilot system update to 10.2.600.2 and UBC Opt-In Deadline. The final version that will be loaded into your Production system will be 10.2.600.2, so we’ll update your Pilot environment on this date. Also, if you want Epicor to move your UBCs from your Pilot environment to your Production environment, you must submit an EpicCare ticket to opt into the process. If you do not submit an EpicCare ticket to opt into the process, the UBCs from your Pilot environment will not be moved by Epicor to the Production environment.
  • Saturday, May 16, 2020 – Sunday, May 17, 2020 Production system upgrade to 10.2.600.2. Your upgrade weekend arrives! While Epicor upgrades your production system to Epicor Cloud ERP 10.2.600.2, your system will be unavailable for several hours during this time.

Note that dates are subject to change.

What’s New in Epicor ERP Cloud 10.2.600

A few highlights include:

  • Multi-region Multi-company Cloud Transactions—Accelerate your growth plans. New in 10.2.600 is the ability to connect separate instances of Epicor ERP across Azure datacenters—or even across Azure datacenters to on-premises locations—through multi-company transactions to enable a distributed cloud or hybrid cloud business model.
  • User Experience—Ease of use continues to be a top priority. We’re introducing new personalization tools, enhancing Epicor Functions, and updating visuals throughout the application. You get new file attachment options with Google Drive and Dropbox. And for your mobile time and expense apps, get the ability to edit timesheets and expense reports in offline mode.
  • Epicor Collaborate—Get connected to get it done. Building on the first release of Epicor Collaborates in our last release, 10.2.600 features so much more. Epicor Collaborate will offer custom notifications, multiple channels and groups, filtering options, translation support for eleven more languages, and fit-for-purpose integrations with Epicor Data Discovery, Epicor Virtual Agent, Epicor IoT, and Microsoft Teams.
  • General Enhancements—This release features enhancements throughout the applications, including Epicor Advanced Project Management, Financials for Epicor Data Analytics, four new modules in Epicor Cash Collect, full cloud enablement for Epicor Quick Ship, and more.

How to Prepare Epicor will upgrade your pilot system one month before your production system so you have the opportunity to explore the updates in 10.2.600 without affecting your production system. As a best practice, please use this time to review and make any necessary changes to your Unique Business Components—custom reports, BPMs, User Interface customizations, etc.—to ensure everything continues to operate as expected. If you submit an EpicCare ticket for help with moving your UBCs from Pilot to Production, Epicor will do so for you during the upgrade weekend.

Flexing Your Upgrade Subscribers to the Epicor Public Cloud Flex Option can follow the same schedule, but you have the option to defer your upgrade to Epicor Cloud ERP 10.2.600. Below are the two date options for your flex upgrade.

Epicor ERP Cloud 10.2.600 Upgrade Pilot/Production Schedule

Option 1: Week of Jun 22, 2020

Jul 25/26, 2020

Option 2: Week of Jul 20, 2020

Aug 22/23, 2020

If you choose to defer, you must submit an EpicCare ticket with your selected upgrade date (Option 1 or Option 2) and we will send you a personalized confirmation with your instructions. We must receive your deferral no later than Wednesday, April 8, 2020. If you do not choose to defer, we’ll keep you on cadence and automatically upgrade your system in April 2020.

Note: If you choose to defer your upgrade, you will not receive any 600.x updates after the 10.2.500.10 update, but you will continue to receive any planned Kinetic form enhancements that we turn on during the Flex period. We only host the upgrade webinars on April 14 and 15, but replays are accessible at any time afterwards as documentation on EpicWeb. If you defer, you are strongly encouraged to either attend or watch the replay so you are aware of the upgrade process.

About the Upgrade Epicor Cloud ERP, 10.2.600 is the first of two major upgrades planned for 2020, as part of our regular cadence and commitment to helping your business grow through innovation. Unlike the more frequent monthly updates that are minor yet enhance your daily experience, major releases like this bring you greater usability, performance, and strategic value in a single upgrade. That’s why we give you advance notice and the opportunity to test and explore the updates in the pilot before upgrading your production system.

Next Steps You are invited to join educational webinars on April 14 and April 15 to learn more about Epicor ERP 10.2.600, how to prepare, and ways to leverage the new functionality for driving business growth. Documentation will also be made available on the Epicor customer portal EpicWeb. And as a reminder, reach out to EpicCare anytime you have a question or need application support.

What’s New in Epicor ERP Cloud 10.2.600 and How to Prepare Webcast Option 1

  • Date: Tuesday, April 14, 2020
  • Time: 9:30 am – 10:30 am CT

What’s New in Epicor ERP Cloud 10.2.600 and How to Prepare Webcast Option 2

  • Date: Wednesday, April 15, 2020
  • Time: 3:00 pm – 4:00 pm CT

We hope you are excited about the innovations coming soon in Epicor ERP 10.2.600.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.

06
Mar 2020
0
Epicor Advanced Projects for Epicor ERP

Epicor Advanced Projects Module

Epicor Advanced Projects Module addresses the industry need for project-based ERP software with embedded contract management and billing.

Epicor Advanced Projects Module

Epicor , , , , , Sean Balogh

Epicor Advanced Projects Module addresses the industry need for project-based ERP software with embedded contract management and billing. With this unique tool, you can manage projects, contracts, claims, subcontractors, variations and revenue recognition within one single user-friendly system. Take advantage of a tool that gives you full ERP functionality, including manufacturing and supply chain management, for a complete solution.

Advanced Projects for Epicor ERP

Advanced Projects for Epicor ERP is built in the Epicor development framework and is a fully integrated software solution. Built for businesses that have a need to manage complex contracts and multi-faceted projects within their Enterprise Resource Planning (ERP) system Epicor Advanced Projects is the solution.

Advanced Projects for Epicor ERP is a specialist solution, addressing the challenges of complex contract management in a world-class modern ERP environment. Enjoy a consistent experience while unique business requirements can be easily accommodated within the flexible toolset.

Capture all costs and invoice everything, on time, as per the contract

Many companies involved in the design, delivery, fabrication and construction of major projects need to capture costs on a project for labour, equipment usage, material, expenses and subcontractors. These costs then need to be invoiced based on the agreed contractual billing terms which could be fixed price, progress percentage, quantity-based or a complex combination of all of these. On top of this, these businesses also need to manage retentions, claims and variations, all of which add another layer of complexity to the billing process.

Improve cash flow and forecasting through effective management of contracts and projects

Large, complex projects present a lot more risk to the business. Managing cash flow is critical, and if claims are missed, it impacts more than just the bottom line. Businesses need the visibility to enable them to bill or claim everything they can, at the time they are allowed contractually. This process must be systemised with workflows and automation, to help the Project Managers and Cost Accounting team do their jobs effectively and keep the projects on a profitable track.

Get control of the numerous subcontractor obligations and on-charges

Complex projects are rarely a 1:1 relationship between the customer and the vendor. More often than not, many aspects of the job are contracted out to other companies and this web of multiple contracts must be managed very carefully. The management of subcontractor terms and deliverables can prove challenging, especially if they are not linked with the one or more customer contracts they are working on. Spreadsheets and memory soon become unreliable and more revenue is lost through charges not being billed.

Eliminate spreadsheets and manual journals from your revenue recognition process

Long term contracts are not unusual in these industries, so the management of revenue recognition is key, especially with the changes to the revenue recognition standards. Gone are the days when Cost Accounting teams battled with spreadsheets to manipulate period accruals at month and year-end, hoping they have captured all costs and revenue. What they need is an easy to use workbench that generates proposed accruals but allows them to make changes to the calculations as required. When the accruals are agreed, the GL journals are posted automatically upon commitment. What they want and need is flexibility.

Epicor Advanced Projects module contract summary dashboard

Epicor Advanced Projects Contract Management

• Manage complex contracts.
• Contracts can be tied to a single project, or many projects.
• Manage small and long-duration contracts.
• Multi-level item/scope definition.
• Revision control and variation controls.
• Retention management.
• Ability to do complex invoices with a mixture of fixed-price, progress, and quantity-based billing methods.

Epicor Advanced Projects Project Accruals

• Financial recognition of revenue and expenses based on various valuations methods, including; amount billed, progress percentage, cash received.
• Enables true project profitability based
on current performance and expected completion.
• Ability to adjust accrual calculations as required.
• Automatic posting of accruals to the GL.
• Manual journal adjustments to projects as needed.

Epicor Advanced Projects Claims Management

• Cumulative claims management.
• Applications for payment/proforma invoice processing.
• An approval process to validate prior to submission to the customer.
• Integration to Accounts Receivable to enable holistic customer reporting.
• Invoicing based on valuations, not just part shipping.
• Flexible invoice and claim layouts to show summary or detailed lines.

Epicor Advanced Projects Enhanced Project Budgeting

• A budget approval process to lock in an original/baseline budget.
• Cost code/cost head budgets.
• Comparison of spent vs recognised.
• Budget and capture costs by phase and by cost code.

Epicor Advanced Projects Subcontract Management

• Manage complex contracts.
• Subcontracts can be tied to a single deliverable or many.
• Revision control and variation controls.
• Retention management.

Epicor Advanced Projects Subcontract Claims

• Cumulative claims management.
• Integration to accounts payable to enable holistic vendor reporting.
• Payments based on valuations, not just goods received.

Epicor Advanced Projects Built-in ERP Benefits

• Advanced workflows and approval functionality to manage everyday business functions.
• Integrated procurement functionality to manage the requisition, purchase and invoicing lifecycle.
• Full project sub-ledger with cost capture from the core ERP system.

Managing the financial aspects of large and complex contracts is not an easy task, and if it isn’t done well, can result in costly mistakes.

• Variations not billed, resulting in missed revenue.
• Penalties and potential lawsuits through not meeting contractual obligations.
• Manual integration of disparate systems, costing time and facilitating mistakes.
• Cashflow stress caused by the mismanagement of claims and subcontractor payments.
• Lack of collaboration across the business due to misalignment of contract obligations within departments.
• Poor customer, subcontractor and employee experience due to lack of visibility, inaccurate invoicing and processes that aren’t consistent.
• Reporting that is slow, manual and always historical, with no real-time visibility of the health of the business and the status of the projects.

Ask yourself can your business afford to continue working like this?

How many more contracts can you take on when it is a challenge handling the ones you already have? What you really need is an integrated system that works for you. One that generates efficiencies in the business, automates manual tasks and streamlines processes so that mistakes are kept to the bare minimum, if at all. You need to ensure that every project is profitable so that your business flourishes.

The benefits are endless and extend beyond systemisation. Epicor ERP teamed with Advanced Projects has been built with your challenges and goals top of mind. We know and understand the importance of managing complex contracts and multifaceted projects within companies like yours.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.

 

20
Feb 2020
2
an iamge of the epicor erp kinetic design framework as revealed during epicor ignite 2020 and epicor kinetic workshops

New Kinetic Experiences Available for Epicor ERP Cloud Customers

As we continue making progress through the Epicor Kinetic journey, more reports and processes are now available to

New Kinetic Experiences Available for Epicor ERP Cloud Customers

Epicor , , , , , , , Sean Balogh

As we continue making progress through the Epicor Kinetic journey, more reports and processes are now available to our customers to test and provide important feedback that shapes Kinetic innovations. Providing early access helps drive user adoption among Epicor ERP cloud customers and gain interest from prospective users.

New Epicor Kinetic Design Reports And Processes

We have recently communicated to cloud customers that as part of the Epicor ERP 10.2.500.10 Cloud update, they will get access to the following reports and processes, which have been redesigned with the sleek Kinetic User Interface:

Kinetic Reports

  • Sales Order Backlog
  • Sales Order on Hold
  • Scheduled Shipments
  • Open RMA
  • Stock Status

Kinetic Processes

  • Build Project Analysis
  • Build WBS Phase Analysis
  • Capture Project Revenue Recognition
  • Capture WBS Phase Revenue Recognition
  • Project Invoice Preparation

Epicor Kinetic Design Introduction

Epicor ERP Kinetic Design FAQ

As one of the newest additions to the Epicor architecture, Kinetic delivers entirely new experiences to a system and users who have been utilizing Epicor software Products for decades. Here are the most common questions submitted regarding this new technology.

What is Kinetic?

Epicor Kinetic provides a clean, intuitive and easy to use experience for all ERP users. By utilizing modern research in user interface design, Kinetic delivers consistency in navigation, simplified visuals that reduce the clutter and noise from your daily tasks, and improved accessibility and productivity. Over time Epicor Kinetic design will be applied to all ERP forms.

What is the difference between the Kinetic and classic versions of forms?

Designed with the user in mind, Kinetic forms have a streamlined user interface with expandable and collapsible panels which provide easy access to information but only when you need it. Classic forms have a tab structure which requires you to click through tabs to get to the information you need, oftentimes requiring more clicks to access data. In most applications the functionality and business logic will not change. However, the layout and navigation will.

Can I still run the classic version of a form that has been converted to Kinetic?

Yes, you can choose to run the classic version of any Kinetic form. You configure the default form to use in Menu Maintenance for each form. The default value is to open the form in the Kinetic UI, with the ability to override globally by an administrator or by a user.

Can I still use classic forms that have not been converted to Kinetic during the
transition?

Yes, during the transformation you can use both classic and Kinetic versions of a screen. Forms not yet converted will open in the same smart client window. You will continue to log into one system from the same home page. When you select a menu item, the form will either open in Kinetic or the classic version depending on your settings and whether it was converted yet.

Can I customize a Kinetic Report or Process form?

Currently, you cannot customize a Kinetic form. Customization capabilities will be available in an upcoming release of Epicor ERP.

Can I personalize a Kinetic Report or Process form?

Currently, you cannot personalize a Kinetic form. The personalization toolset will be available in an upcoming release of Epicor ERP.

What if I currently have customization on a form that was converted to Kinetic?

You can still use your customized forms by launching the classic version. By default, the application opens any form in the classic UI when you have customization attached to it.

As an administrator, can I globally set access to Kinetic forms for all users?

Yes, as an administrator you can define Kinetic as the default form that launches for each form and user.

Can I still use a custom report type on a form that was converted to Kinetic?

Yes, you can still generate the same report output that you do today.

How do I submit feedback on the Kinetic forms?

We want your feedback! Please send your feedback to Kinetic-Feedback@epicor.com. If you run into an issue, please submit a support call just like you would do for any other issue in the software.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.

07
Feb 2020
0
an image of the epicor erp 10.2.500.10 cloud update

Epicor ERP 10.2.500.10 Cloud Update Is Scheduled For Week Of February 10, 2020

For customers on cadence, the Epicor Cloud Operations team will deploy your Epicor ERP Cloud update version 10.2.500.10

Epicor ERP 10.2.500.10 Cloud Update Is Scheduled For Week Of February 10, 2020

Epicor , , , , , Sean Balogh

For customers on cadence, the Epicor Cloud Operations team will deploy your Epicor ERP Cloud update version 10.2.500.10 next week. This routine update includes enhancements to product quality and Kinetic user experiences. Testing is optional. For more details, please read this email and refer to the release notes in the 10.2.500 folder on your EpicWeb Customer Portal.

What To Expect During Epicor ERP Cloud Update Version 10.2.500.10

Pilot Update 

  • Tuesday, February 11, 7:00 PM to 11:00 PM Local Server Time

Production Update

  • Saturday, February 15, 4:00 PM to Sunday, February 16, 8:59 PM Local Server Time

While the 10.2.500.10 update deploys, your application may be unavailable for 30-60 minutes during the update window. Once complete you will be prompted to update the Epicor ERP Smart Client. If you happen to encounter unexpected behavior, please open an EpicCare case and include 10.2.500.10 in the details.

More Kinetic Experiences Are Here In 10.2.500.10, we’ve updated five reports and five processes (below) with the sleek, new Kinetic User Interface. As these and other Kinetic forms are periodically enabled in your environment, there will be nothing you need to do. All business logic is exactly the same. Simply enjoy the ease-of-use, modern design, and clear interface.

Like what you see? We rely on your feedback to drive our Kinetic innovations, so we encourage you to share your thoughts. Epicor’s customer experience team will randomly contact several customers to gather input, but please email Kinetic-Feedback@epicor.com at any time to send your comments or request a call.

For more information about the new Kinetic experiences, watch this 90-second video and check out Frequently Asked Questions.

Kinetic Reports in 10.2.500.10:

  • Sales Order Backlog
  • Sales Order on Hold
  • Scheduled Shipments
  • Open RMA
  • Stock Status

Kinetic Processes in 10.2.500.10:

  • Build Project Analysis
  • Build WBS Phase Analysis
  • Capture Project Revenue Recognition
  • Capture WBS Phase Revenue Recognition
  • Project Invoice Preparation

Epicor Cloud ERP Update Schedule

Here is the latest information on the release and update schedule for Epicor Cloud ERP.

To learn more about Epicor version numbering and deferred release upgrades, see the bottom section of this post.

​The Cloud ERP environment is updated as indicated in the table below. Each date represents the day your update is complete. Keep in mind that these dates and update notes are subject to change without notice at the behest of Epicor Software Corporation.

​Update ​Pilot ​Production
​10.2.500.5 ​19 Nov 2019 ​23 Nov 2019
​10.2.500.7 ​17 Dec 2019 ​21 Dec 2019
​10.2.500.8 ​14 Jan 2020 ​18 Jan 2020
​10.2.500.10 ​11 Feb 2020 ​15 Feb 2020
​10.2.500.13 ​24 Mar 2020 ​28 Mar 2020
​10.2.600.2
(Release 10.2.600)		 ​17-18 April 2020
(one month to test)		 ​16-17 May 2020
The Public Cloud Deferred Customers environment upgrade options for major release are as indicated in the tables below. Subject to change.
​​Upgrade 400 to 500 Pilot​ ​Production
Flex Option 1: ​10.2.500.xx ​Week of 16 Dec 2019 ​25-26 Jan 2020
​Flex Option 2: 10.2.500.xx ​Week of 20 Jan 2020 ​22-23 Feb 2020​
Note: Prior to 10.2.500, if you chose to defer your upgrade, you continued to receive 400.x updates up to your scheduled deferred upgrade date.
With 10.2.500, if you choose to defer your upgrade, you will not receive any 400.x updates after the 10.2.400.11 update.
​​Upgrade 500 to 600 Pilot​ ​Production
Flex Option 1: ​10.2.600.xx ​Week of 22 June 2020 ​25-26 July 2020
​Flex Option 2: 10.2.600.xx ​Week of 20 July 2020 ​22-23 August 2020​
Note: With 10.2.600, if you choose to defer your upgrade, you will not receive any 500.x updates after the 10.2.500.13 update.

Epicor ERP Cloud Version Numbering and Timing

A typical Epicor ERP version number is ‘10.2.500.7’. In this example, ’10’ represents the Product, ‘2’ represents the Version, ‘500’ represents the Release, and ‘7’ the Update level.

  • Updates. Updates are generally applied on a bi-weekly or monthly basis. Updates are applied to the customer’s ‘pilot’ environment on Tuesday or Wednesday evening, and then promoted to ‘production’ environments during Saturday night local datacenter time. You may test if you like, but these are non-disruptive updates to our system, and do not introduce schema changes. We avoid month-end and calendar year-end for your convenience.
  • Releases. Releases are scheduled twice a year with black-out dates to avoid calendar year end. Because they tend to be larger releases and may introduce new functionality release upgrades are installed into a customer’s pilot environment no less than one month before their promotion to production, allowing customers to test the new features and updates.
  • Versions. Version upgrades occur approximately every 18-24 months. These often include changes to schema, user interface, and business objects. Like release updates, testing is required, so the upgrades are applied to the customer’s pilot environment thirty days prior to the scheduled production upgrade. Customers also receive an additional sandbox environment for more extensive testing.
  • Products. Product updates are typically more involved; and accordingly, we allow extended time and support to test and prepare before introduction into production.

Deferred Release Upgrades

If your business is subject to fluctuating seasonal demands or other time constraints, Epicor offers its premium “Epicor Public Cloud Flex Option,” which allows clients to defer upgrades for up to 90 days, for an additional subscription fee.  With the Epicor Public Cloud Flex Option you may select among two or three alternate pre-selected dates for your upgrade.

Regardless if you select this option and choose to stay on cadence or select a later date to upgrade, you still receive the standard one month to test releases in the pilot environment. Customers with this option would not have the full 90 days to test upgrades, but rather have the option to test and upgrade up to 90 days later if business needs require. Please contact your Epicor Sales Representative for more information.

Change Notifications Preferences

Use these steps to manage your notification preferences in order to receive alerts regarding Cloud releases.

  1. Navigate to System Setup > System Maintenance > System Monitor. From the Actions menu, select Notifications Preferences.
  2. The In-App Notifications User Preferences window opens. In the Select Roles section, specify the following:
    – In the Titles/Levels field, to receive notifications, you must select either User-Power, Executive, or Manager.
    Note: If you select a different option, or if you enter your own title, you will not be included in the scheduled in-app messages or email notifications.
    – In the Functions/Departments field, you can specify your specific business detail.
  3. In the Types of Business section, define your Primary Sector and Primary Industry.
  4. Use the Select Interests section to indicate what type of notifications you want to receive. Note: This area is configurable and depends on your admin settings.
  5. Verify your email address in the Email field.
  6. Select the Send Notifications via email too checkbox if you are not a regular user of Epicor ERP and you want to receive notifications using email.
  7. Click Close.

Upgrading Custom Items in Cloud Environments

If you are upgrading your cloud environment, you can use the Unique Business Component Dashboard to locate and then update your custom items. To learn how to upgrade your custom items, watch the free, self-paced Epicor University course “Upgrading Custom Items in Cloud Environments”. This course is designed to assist System Administrators in understanding the tools and processes to effectively manage Unique Business Components during a system upgrade. To take the self-paced course, click here.

Alternatively, Encompass is here to help as your Certified Epicor Partner. We can help you upgrade custom business items in cloud environments any time you like. Reach out using the Contact Us link below to discuss your next project.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.

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