Epicor for Manufacturing

Epicor Kinetic
Epicor for Manufacturing

We’re here for

the hard‑working
teams that keep the
world moving.
For over 50 years, Epicor has worked hand-in-hand with our customers to get
to know their business almost as well as they do—creating industry-specific
software solutions and services that help them do business better. That’s
working with you, for you.

Our customers are the companies who make, deliver, and sell the things we all
need. They trust Epicor to help them do business better. Our innovative solution
sets are carefully curated to fit their needs, and built to respond flexibly to their
fast-changing reality. We accelerate every customer’s ambitions, whether to
grow and transform, or simply become more productive and effective. That’s
what makes us the essential partners for the world’s most essential businesses.

2 | Epicor Kinetic
 Epicor for Manufacturing

Contents
Customer Relationship Management........................6

Sales Management.....................................................9

Product Management..............................................18

Project Management................................................22

Planning and Scheduling.........................................27

Supply Chain Management......................................34

Production Management.........................................41

Service and Asset Management..............................51

Epicor Financials......................................................54

Business Intelligence and Analytics........................70

Global Business Management.................................77

Governance, Risk, and Compliance.........................83

Cloud Business Platform..........................................86

Contents | 3
Epicor for Manufacturing




   
 

Customer Relationship
Financial Management
Management

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Service and Asset CslsoA rm

Sales Management
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Supply Chain Project

Management Management
Planning
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Global ent
Business Managem

4 | Contents
 Epicor for Manufacturing

Service and Asset Management Financial Management

- Service Management - Epicor Case Management - Global Engines - Financial Reporting
- Returned Material - Maintenance Management - General Ledger - Credit Card Payments
Authorization - Field Service Management - Accounts Receivable - Cash Management
- Service Contract and - Accounts Payable - Credit and Collections
Warranty Management - Tax Automation - Asset Management
- Epicor Financial Planning
and Analysis (FP&A)

Production Management
- Epicor Job Management - Quality Assurance Customer Relationship Management
- Advanced Production - Epicor Quality Management
- Kanban Lean Production System (QMS) - Epicor Contact Management - CRM Mobile
- Data Collection - Epicor Marketing Management - Integration to
- Epicor Advanced MES - Epicor Lead and Opportunity Salesforce.com®
Management
- Epicor Case Management

Supply Chain Management

Sales Management
- Purchase Management - Advanced Unit of Measure
- Supplier Relationship - Shipping and Receiving - Estimate and Quote - Epicor EDI/Demand
Management - Epicor Quick Ship Management Management-Point of Sale
- Supplier Portal - Epicor Warehouse Management - Order Management - Epicor Commerce
- Inventory Management System (WMS) - Sales Order Automa- - Dealer Portal
- Epicor Advanced - Supplier EDI and B2B Integration tion - Epicor CPQ
Materials Management

Product Management
- Bill of Materials - CAD Integration
Planning and Scheduling - Routings - Product Lifecycle
- Engineering Change and Management
- Forecasting - Scheduling and Resource Revision Control - Product Costing
- Master Production Management - Document Management - Product Configuration
Scheduling - Advanced Planning
- Smart Demand Planning and Scheduling (APS)
- Epicor Material
Requirements Planning
(MRP)

Project Management
- Project Planning and - Planning Contract
Analysis - Time Management
- Project Generation - Expense Management
- Project Billing - Epicor Advanced Project
- Resource Management Management (APM)
- Contract Management

Governance, Risk, and Compliance Business Intelligence and Analytics

- Corporate Governance - Global Trade Compliance - Operational Reports/Dashboards/IoT/OEE - Predictive Analytics (Forecasting)
- Risk Management - Epicor Electronic Reports - Descriptive Analytics (Business and - Data Warehousing
- Security Management - Environmental and Energy Financial User Reporting/Dashboards) - Role-Based Analytics and Business
- Business Process Management Management - Diagnostic Analytics (Scorecards/KPIs, Intelligence
Financial Planning) - Mobile Business Intelligence

Cloud Business Platform Global Business Management

- Mobile, Browser-Based Experience - Epicor Commerce - Multicompany Management - Master Data Management
- Epicor Automation Studio, Powered by - Epicor EDI and B2B Integration - Multicurrency Management - Scalable, Distributed Deployment
Workato: iPaaS + Automations - Electronic Reports Engine - Global Multisite Management - Global Engines
- Epicor Virtual Agent - Epicor Application Studio - Multilingual Data Management
- Epicor Collaborate Configuration
- Enterprise Search - REST Services and Epicor Functions
- Epicor Learning - Updatable Dashboards
- Epicor Business Process Management - Epicor Integration Cloud
(BPM) - Deployment Flexibility
- Epicor Enterprise Content Management - Microsoft Azure Cloud
(ECM) - Security Management
- Business Workflow Automation - Data Fabric
- IoT and IIoT Applications Copyright © 2023 Epicor Software Corporation or a subsidiary or affiliate thereof. All rights reserved

Contents | 5
Epicor for Manufacturing

Customer Relationship
Management

Customer relationship management (CRM) strategies are as important to

Epicor Contact Management businesses today as they have ever been. We’ve designed our CRM to help
you stay ahead of the curve and successfully meet the challenges that the
market brings—helping you to effectively manage your entire customer
Epicor Marketing Management life cycle, improve operational efficiency, and accelerate growth both
internally and externally.

Epicor Lead and Opportunity CRM can control every aspect of a company’s interaction with its
Management customers and prospects including generating the lead, developing the
opportunity, taking the order, producing and shipping or supplying the
goods or services, payment,and ongoing support of the customer. CRM
Epicor Case Management
helps provide a 360-degree view of the complete customer, supplier, or
partner relationship. CRM broadens the scope of customer information to
everyone within and across the organization and to stakeholders beyond.
CRM Mobile
Epicor Collaborate further enhances CRM, delivering up-to-date contextual
Integration to information to key stakeholders for the life of the customer relationship.
Salesforce®.com Customers, prospects, and partners can interact to share information to
target high customer satisfaction.

6 | Customer Relationship Management

 Epicor for Manufacturing

Epicor Contact Management Epicor Lead and Opportunity

Keep in touch with your customers and prospects Management
by promoting responsive, respectful, and proactive CRM is equipped with the lead and opportunity
communications. Epicor Contact Management enhances management tools your sales team needs to manage the
your customer service by documenting and sharing complete prospect-to-customer lifecycle, give accurate
customer communication with the entire organization revenue forecasts to management, and automate many
and helps manage contact interactions through task administrative tasks. Epicor Lead and Opportunity
management. Improve overall focus and responsiveness Management with Information Worker also enhances
by putting your contacts at the center of your business. the effectiveness of your sales force by synchronizing
essential CRM data with Microsoft® Office, giving your
Epicor Marketing Management sales force access to prospect and customer information,
With eMarketing and Advanced Surveys by Sensorpro, including sales history within Microsoft Outlook®,
effectively distribute important communications to your Microsoft Excel®, or Microsoft Word.
employees, partners, prospects, and customers. Manage
the entire campaign cycle through a highly flexible, easy-
to-use web user interface that integrates with CRM. You
can import contacts, create targeted emails, and measure
the success of your campaigns.

Epicor Case Management—Shorten service response

time by collecting detailed product problem
information and using integrated features to
initiate requests to the appropriate resource.

Epicor Case Management

Epicor Lead and Opportunity Management—Easily Improving the productivity and responsiveness of your
manage leads and opportunities for accurate support center is an essential component of building
sales forecasting and pipeline analysis. industry-leading customer satisfaction. From initial call to
resolution and follow-up, Epicor Case Management help
Customer Relationship Management | 7
Epicor for Manufacturing

provide a customer-focused solution for personalized, Never miss a sales opportunity again. Search your
high-quality service. This comprehensive, one-stop inventory to verify product availability, create Sales Orders
solution comes equipped with time-saving links to (even from Opportunities), and finally ship
customer-focused activities (e.g., new quotes, orders, RMA them to your customers—all from the mobile device
requests, or service calls), plus a search-driven knowledge of your choice.
base and case-driven workflow for standardizing case
resolution. In addition, Epicor Case Management is Integration to Salesforce.com®
integrated with the Service Management’s Field Service Integrating Salesforce with Kinetic amplifies the value of
module for easy access to dispatching field activities, each application by increasing data accuracy, allowing
online answer books, existing customer field service calls, widespread automation, supporting new use cases, and
warranty information, and service contracts. enabling a more efficiently run business. Epicor offers a
comprehensive and fully managed turn-key Salesforce
integration solution, as well as robust cloud integration
solutions with pre-built connectors to accelerate
interoperability between Salesforce CRM and Kinetic.

With CRM mobile manage the sales cycle from

opportunity to order shipment—anytime, anywhere.

CRM Mobile
Keeping your customers the focus of your business
today means responding to their requests in a fast and
efficient way. The CRM Mobile application empowers
your salesforce by providing mobile access to the entire
CRM suite of capabilities on iOS™ and Android™ devices.
Through CRM Mobile, you can manage leads, customers,
and contacts, as well as quotes, from opportunity to order
shipment. Generate activity-based workflows like call
and email logging, notes, “to-do” lists and appointments,
and implement your back office task workflow. Access
data related to competitors, cases, projects, and order
history—even without Internet connectivity. Also, visualize
your customers and prospects on a map while in
the area, then get travel time and directions
to the selected location.

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 Epicor for Manufacturing

Sales Management

Epicor Estimating and The Epicor Sales Management module has a comprehensive suite that
helps you produce accurate estimates, streamline your order-to-cash
Quotation Management
cycle, and fulfill orders, helping ensure world-class customer satisfaction.
Epicor Sales Management automates and improves labor-intensive
Order Management processes for quoting, proposal generation, configuration, and order
entry—allowing you to improve sales productivity by increasing accuracy
during the quote and order process while identifying the right solution to
Sales Order Automation meet customers’ needs.

Epicor EDI/Demand
Management

Point of Sale (POS) by

Precise Business Solutions

Epicor Commerce

Epicor Dealer Portal

Epicor CPQ

Sales Management | 9
Epicor for Manufacturing

Epicor Estimating and easily cross- reference customer part numbers to your
Quotation Management part numbers automatically during the quoting process.
Easily generate and track all customer or prospect Send quotes to prospects, even if they don’t exist in the
requests for quotation (RFQs)—from the time of receipt customer file.
until an order is placed. Prepare estimates and get quotes
out more quickly with more accurate pricing and lead Quotation management capabilities include:
times using a wide range of powerful tools.
• Standard routings
Estimating Management • Drag and drop interface
Generate cost-based estimates easily using the tree • Realistic cost estimates with minimum lot charges,
interface to drag and drop components, operations, or price breaks, and scrap factors on materials and
materials from another quote, Bill of Materials (BOM), subcontracting
or previous job. Pull same-as-except-type parts into the • Inventory availability
estimate, then modify them quickly and easily to come • Request supplier RFQ
up with a new estimate. Calculate material, subcontract, • Markups by category
labor, and burden costs for multiple quantities of a part.
Perform realistic cost estimating with the ability to add SecturaSOFT
any special charges (e.g., tooling or design), minimum Our partnership with SecturaSOFT offers SecturaFAB,
lot charges, price breaks, and scrap factors on materials an integrated metal fabrication estimating and quoting
and subcontracting. Specify and store individual markups application that drastically speeds up turnaround times
for material class, subcontracting, operations, and for estimates and quotes. It helps provide powerful
special costs. Create RFQ requests to trigger buyers to nesting logic and data visualization tools that address
solicit suppliers for pricing of materials required in the historically labor-intensive and time-consuming
estimating process. Review responses once submitted for processes. SecturaSOFT also offers a solution for printing
inclusion in the estimate. When the order arrives, punch and packaging organizations called SecturaPAQ.
a few keys and the detailed routing will be ready to go to
the floor or to make additional changes. Pipeline Management
Accurately predict pipeline activity by tracking the
Collaborative Estimating confidence levels (e.g., best, worst, most likely) by quote
Connect with engineers and other subject matter experts line with the ability to perform management overrides to
from the field. Epicor Collaborate helps to drive more optimize forecast accuracy. Track all competitors to find
accurate and timely estimates by enabling engineers out where you are winning and why you may be losing.
to be part of a group that sales and estimators can
collaborate with electronically. Share knowledge and Order/Job Integration
discuss best options for customers leveraging up-to-date Increase efficiency and accuracy with the ability to quickly
ERP information. transfer quote information to a sales order or job. Built
with tremendous flexibility, there are multiple ways to
Quotation Management process an order and job from an existing quote such as:
Manage the sales cycle with dynamic task lists that help
ensure the right people are working on the quote at the • Push to an order by the line item
right time. Use the Part Advisor to drill down into the • Flag as won, automatically generating an order
quote/job/ part status and history to answer critical • Pull from Order Management with the capability to
questions related to a part: define specific lines and quantities desired

• Have I quoted it before? Order Management

• Are there current orders for it? Order Management drives the Epicor system. From
• Have I run it before? the time an order is entered, its progress is tracked
• Am I currently running it? through final shipment, producing order fulfillment on
• Do I have any in inventory? demand for maximum customer satisfaction. The Order
• Is part profitability available? Job Wizard generates appropriate jobs for new orders
in a single step that enables the user to create, plan,
Instantly query summary and detailed information on schedule, and release jobs against multiple lines and
an estimate/quote. Check inventory availability and multiple releases. Effectively manage orders with the
10 | Sales Management
 Epicor for Manufacturing

ability to apply order-based discounts on an order value • Generate customer, product group, warehouse, and
or product quantity basis. Optionally override and lock products specific pricing hierarchies, while matching
pricing. Check customer credit status online at quote the end- user currency. For global enterprises,
entry, order entry, and shipment entry. Using blanket company, plant, and warehouse pricing offers flexibility
orders establish multiple releases (either firm or not in pricing products.
firm) for each sales order line and pull parts directly from
inventory. Optionally lock the order line quantity allowing • Enter unlimited miscellaneous charges or credits on
new releases to decrement the final delivery quantity on each order header or order line. These charges will then
the final delivery date, keeping the total line quantity in print on the order and carry over to invoicing.
balance with the release. Simplify repeat orders with the
Copy Order function including the ability to optionally • Link sales orders to Projects.
build a new order from history or see previous orders
and enter the quantity on the order form. Use Available- Sales Kits
To-Promise to view running balances during order entry. Flexibility in selling items in kits includes configured
Enter a quantity, and the system will find the earliest date item kits, optional price rollup and item substitution,
that quantity will be available. Enter a date, and see how mandatory ship complete, and optional printing of kit
many parts are available on that day. components on the packing slip and invoice. Use the
answers from the kit master to “on the fly” configure
individual kit components, automating kit instructions for
features like style, color, and size.

Configure a Kit within a Kit functionality—this

supports the ability to define multi-level configured
sales kits that include non-stock components
generated on a job or purchased direct for the kid,
alongside stocked components.

Selling Dimensional Products

Selling items with many dimensional attributes can be
complex and make it difficult to implement ERP. For these
Order Management—Manage sophisticated manufacturers and distributors, the Epicor Advanced UOM
sales requirement from the time an order module that lowers the complexity of implementation by
is entered until final shipment. reducing the amount of configuration needed to fit these
unique needs. The Epicor Advanced UOM functionality
gives users a simplified approach to finding the right
Counter Sales allow you to automate the pick-up, inventory by segmenting inventory attributes such as
shipment, and generation of sales invoices for walk-in hardness, strength, modulus of elasticity, or density.
customers. Additional capabilities include; Because the inventory is segmented, it is easily located,
physical counts are more meaningful, and the business
• Tax calculations and fields are available at the sales can plan inventory needs at the attribute level, helping
order, line, and release levels. ensure accurate supply and demand are met.

• Application for payment may be required from a Upsell, Cross-Sell, and Downsell
different customer than the customer order/receiving Improve order accuracy and ability to enhance sales with
the goods or bill third parties, such as a customer of upsell, cross-sell, and downsell capabilities. At time of
your distributor. sales order entry, users are prompted with suggestions
for “Upgrades,” “Downgrades,” “Substitutes,” and
• Manage sales commission calculations for direct and “Complements.” Whether substituting the original part
indirect sales teams. with an upgrade or downgrade or adding complementary
products, improved customer satisfaction alongside
• Allocate commission percentage over multiple sales enhanced sales is the return.
entities per order line.

Sales Management | 11
Epicor for Manufacturing

Capable-To-Promise • Automatically generate backorders for lines shipped

Help provide accurate, real-time delivery dates to incomplete. Flexibility enables customer-specific
customers when using Epicor APS. Furnish a realistic backorder parameters for complete order lines or
promise date to your customers by finding out how a complete orders to be set.
quote would fit into your current schedule. For multilevel
structured products, Capable-To-Promise can be • Validate ship-by and need-by dates in the
configured to make the sublevel assembly structures in shipping calendar.
addition to the top-level assembly.
Epicor Payment Exchange
Fulfillment and Allocation Processing Epicor Payment Exchange includes easy-to-use
Use the Fulfillment Workbench for allocation or maintenance for initial setup along with a variety of
reservation and distribution processing, and plan for integration points. This brings an easily deployable
sales, transfers and job order types. Various fulfillment solution to your business while meeting the security
techniques, such as pick and pack, console-driven, and guidelines as specified in the Payment Card Industry
pre-pack processes may be performed through the use Data Security Standard, including securely encrypted
of templates to automate the fulfillment process. Hard account numbers and key management. Epicor Sales
allocation to finite level, versus reservations processing, Management uses Epicor Payment Exchange to support
may be launched directly from the order, line, and release authorization with the sales order, reauthorization with
areas as well. In conjunction with the fulfillment process, the sales order before picking and shipping, and complete
cross-docking provides the ability to directly link future or partial funds collected with the sales order.
inbound supply of items from purchase orders or jobs
directly to demand from sales orders, transfer orders, or
jobs. When the cross-docked items are received, they are
immediately directed to the demand they are linked to,
minimizing the time and task to fulfill the order or job.

Fulfillment Workbench also allows a planner to manage

make-to-order finished goods. Make-to-order line items
will show the percentage complete and available to be
reserved and released for picking, all in the Fulfillment
Workbench dashboard.

Order Shipment Parameters

Define order shipment parameters with Order
Management, helping ensure all orders and changes
are effectively managed online. This helps to perfect
the order-to- delivery process for maximum customer
satisfaction. Set up the appropriate shipping parameters
including the ability to:

• Track multiple ship-to addresses per order release.

• Ship an order from multiple plants and multiple

warehouses.

• Do a one-time shipment to an address in Order Entry.

• Drop ship and buy to order, providing the ability from

within a sales order to define a part as being buy-to-
order. This may or may not be defined as a drop ship
item. In both cases, the purchase order will be linked to
the sales order directly.

12 | Sales Management
 Epicor for Manufacturing

Order Monitoring The process is as follows:

Use order tracker to see a summarized view of the order,
drill down on selected items to see greater details (e.g. • Capture—Epicor Intelligent Data Capture (IDC) captures
lines, releases, shipments, charges, bookings, audit, and extracts sales order data such as customer, order
and payment information). Monitor and track changes data and line items.
to orders using Epicor Collaborate. Easily subscribe to
notifications about changes to orders without building • Validate—SOA performs a data lookup in Kinetic to
Epicor BPM controls. View a summary of all the changes confirm customer, quote, and other validations. Data
to the order in an activity stream inside or outside exceptions are passed to a worker to resolve.
Kinetic, or receive social media style updates via email or
directly in your browser. • Process—If all conditions are met, the order is created
in Kinetic.
Sales Order Automation
Sales order entry is part of nearly all manufacturing Note: Refer to the “Cloud Business Architecture” chapter for
operations, setting the tone if not the speed for the more information about the Epicor ECM suite of products.
entire process. Too often, sales order entry is done
manually, which is labor-intensive and time-consuming, Epicor EDI/Demand Management
costing valuable employee resources, depending on the Today, all suppliers large and small are facing increased
complexity of the order. Differences in the way orders expectations from their customers to have systems in
are received—whether via mail, fax, or email; as paper, place for immediate response to changes in their demand
PDFs, spreadsheet, or other electronic files—adds to the such as forecast and shipping schedule changes. Epicor
confusion and creates opportunities for errors. EDI/Demand Management secures your competitive
edge by incorporating electronic data interchange (EDI)
Since sales order entry is a critical part of the sales with demand scheduling. The Epicor EDI/Demand
transaction, it makes sense to automate the process and Management framework leverages the SOA business
eliminate many of the errors associated with manual sales architecture of Kinetic and deep industry experience in
order entry. A module in the Epicor ECM suite, Sales Order EDI to lower the cost of EDI deployment. The framework
Automation (SOA), takes the extra work and worry out of helps provide full flexibility and control for setting up
sales order entry. customer contracts and handling their schedules once
inside the Kinetic system, whether entered manually in
Demand Management or contained in EDI messages.
This helps your company reduce lead time and effort
for planning and procurement, thus enabling you to
respond on the production floor faster. A wide range of
EDI implementation choices are available to match your
company’s needs, making it possible to preserve much of
your investment in Epicor EDI setup and existing staff.

Demand Management
A component of the embedded Epicor EDI/Demand
Management module, Demand Management starts with
a “contract” set up per customer with such agreed-upon
parameters as pricing, initial demand schedule, and
contract end date. The contract is then linked to incoming
purchase orders, forecasts, and shipping schedules.

These contracts can be managed, and schedules

produced, automatically with set periodicities or schedule
constraints that match each customer’s unique shipping
needs. Additionally, as changes happen, the schedules
can be updated, and changes matched to existing sales
orders, which are then updated accordingly.

Sales Management | 13
Epicor for Manufacturing

You can use Demand Management without Epicor EDI— Cumulative quantities are tracked at the order and
and if the solution is deployed, your customers’ electronic shipment levels over the life of the contract.
demand changes are brought in automatically for system
review and acceptance into sales orders or to help with • Schedule forecasted deliveries that can be utilized
forecasts in your Kinetic system, according to parameters with Epicor MRP to predict demand for resources and
and tolerances you specify. This is especially important provide guidance on pending demand for materials.
for companies doing business in automotive as well as
other industries such as industrial, consumer products, • Periodicity (Interval Setup)—Specify rules by plant
retail, and aerospace and defense. or plant/supplier for automatic purchase schedule
suggestions. Periodicity rules can be specified as
Demand Management capabilities include: Daily, Monthly Forward, Weekly Forward, and Nth
Day of Week.
• Attach many sales orders/lines to the contract using the
Demand Contract structure. • Capable-to-Promise—Set up the system to review open
contracts and capacity requirements for a product and
• Use Demand Entry Management Console to support automatically adjust the new demand requirements
one inbound purchase order at a time, or options after reviewing against open contracts as well as
can be tuned for more automated entry into the available capacity.
Kinetic system.
• Support for Allowance and Charge Codes—Optionally
• Establish demand settings per trading partner to receive and process allowances and miscellaneous
include tolerances, such as for allowable time windows charges within EDI transmissions from trading partners.
when schedule lines can be added or deleted or Both flat amounts and percentage based charges
changed, tolerances for price variations, parameters are available.
for matching changes against existing sales orders, and
functions for reconciling shipped quantities between • Automated Order Match Validation—Automatically
you and your trading partner. Automated Demand cancel demand releases received that are not matched
Management processing can be set to always process to a specific order release.
in spite of tolerance errors, process with warnings, or
stop when an error is encountered.

• Use Demand Mass Review to manually match incoming

forecast and shipping schedule changes to existing
forecasts and sales order lines in the Kinetic system.
Configurable matching algorithms help to speed up the
matching process.

• Manually generate sales order release schedules based

on defaulted customer periodicity (interval setup)
and release quantity. Automatically close rejected
schedules from the customer record.

• Review balances as well as proposed quantity of

proposed schedule.

• Manage and reconcile the cumulative shipped

quantity. Validate cumulative quantity discrepancies
by customer and choose to “Stop” or “Warn” and then
allow the received demand to be turned into a valid
sales order—this feature includes Cumulative Variances
Reporting. The Demand Reconciliation screen helps
in the cumulative matching process with the ability
to easily make reconciled quantity adjustments.
14 | Sales Management
 Epicor for Manufacturing

• Close and Process Schedules—Use a single step to Epicor Commerce

automatically close and process all schedules within The increasing proliferation of eCommerce likely means
Demand Management. that more of your customers are looking online to solve
their business problems, which means that providing
• Contract Start and End—Manage contracts effectively customers with the ability to buy online from you is just a
with contract start and end date. start. Your website must provide an experience that truly
does solve problems, or better yet, inspires them in some
Epicor EDI Standard Transactions way to keep coming back.
The Kinetic system framework readily supports the
following listed standard ANSI X12 and EDIFACT Whether your website serves business-to-consumer (B2C),
documents. Many more are available from the Epicor business-to-business (B2B), or both needs, it requires
EDI Solutions Team, who are experienced in making strong functionality and must use the latest technology to
EDI work in various environments and can offer give customers the best possible online experience. Epicor
enhanced functionality that is tailored to the EDI Commerce helps provide everything your website needs to
needs of your business. serve your customers throughout the buying process, from
initial quote to fulfillment to service.
Note: Refer to the “Cloud Business Architecture” chapter for
more information about the Epicor EDI solution for EDI and The key advantage of Epicor Commerce is its deep
B2B integration. integration with Kinetic. Epicor Commerce negates
much of the risk that goes with using a non-integrated
Point of Sale (POS) by Precise eCommerce solution by getting all of its information
Business Solutions directly from the ERP platform. All transactional data
POS extends the power of your Kinetic solution to a flows seamlessly between Epicor Commerce and
customer-facing sales environment— whether you’re Kinetic: product information, customer-specific pricing,
an organization with a single POS station or a large, inventory levels, and more, can be viewed online
multinational chain with hundreds of stores. POS helps via Epicor Commerce.
provide a feature-rich system that empowers store
personnel to provide an enhanced customer experience. Multiple Epicor Commerce offerings are available, giving
you a choice of capabilities to match your current digital
Comprehensive functionality includes electronic gift online strategy, as well as the ability to upgrade as
cards, gift receipting, customized receipt per transaction your business grows.
type, coupon redemption/issuance, layaways, special
orders, suspend and resume, item marking for various • Express—Quick-to-implement B2B online customer
functions, additional input fields, multicurrency, start/end self-service portal that enables buyers to view RFQs,
of day functions, cash management, and more. invoices, and more.

• Base—B2B and B2C eCommerce functionality includes

multiple themes, fixed payment options, standard
implementation hours and “certified extensions”.

• Signature—B2B and B2C eCommerce functionality

that speeds and simplifies site development while
expressing your brand visually and memorably.
Includes customized Mega Menu and enhanced
categories for an improved user experience.

• Advanced—Develop custom functionality and/or

themes. Requires in-house ability to perform quality
checks on upgrades.

Epicor Commerce is always a click away for a great While many companies can provide eCommerce services,
customer experience and additional revenue potential. very few are able to deliver the value and rapid results the
way that Epicor Commerce can.
Sales Management | 15
Epicor for Manufacturing

A Modular Approach to a Better Website a single thread of data that connects all transactions
Whether you are selling to the general public, or to other at the dealer with your back- end ERP. You gain full
businesses, Epicor Commerce has been designed to visibility into the business, making it simpler for dealers—
help you provide all visitors to your site(s) with the same which in turns helps you drive business growth as a
high levels of user experience they have come to expect preferred innovative brand.
in today’s online environment. Browsing tools such as
configurable search, suggested items and automatically
updated listings of popular products are able to help
your customers very quickly get to the items they wish to
purchase, while at the same time showing them as much
of your product range as possible—all in ways that are
relevant and tailored to customer interests. You can also
enhance the customer buying experience with convenient
tools that allow them to:

• View and compare different and related products

• Customize products Epicor CPQ (Configure, Price, Quote)

Epicor CPQ is the configure, price, quote solution
• View the product up close using the product image that makes it easy for manufacturers to sell complex,
zoom-in capability configurable products. It covers all the bases
both on and offline:
Tools such as these allow the customer to make better
purchase decisions, which in turn lead to much higher levels • Visual Product Configuration enables digital self-service
of customer satisfaction and a lower rate of product returns. and brings buying experiences to life

• Dynamic Pricing slashes sales cycles to seconds and

eliminates manual calculation errors

• Quote Automation frees sales teams from the burden of

Excel, letting them concentrate on active selling

But Epicor CPQ does more than just configure, price,

quote. Its functionality extends way beyond sales to
engineering and the shop floor. It is a one-stop solution
for manufacturers of custom products with a diverse
range of advanced features, from CAD automation
to augmented reality.

Epicor Dealer Portal—Capture all dealer activity With Epicor CPQ, manufacturers can help provide
through a single, easy-to-use portal. customers with a fully immersive buying experience
and an endless variety of customization possibilities. At
the same time, automated workflows reduce sales-to-
Epicor Dealer Portal manufacturing complexity on the back end.
Epicor Dealer Portal is an innovative enterprise solution
designed for manufacturers who sell or service products Integrating with Epicor Commerce or directly to
through dealers. Powered by Epicor Commerce and Kinetic–the backbone of your information system–lets
tightly integrated with your Kinetic platform, and now you synchronize the complex relationships and data
Epicor CPQ, Epicor Dealer Portal creates a modern online that determine supply, demand, and fulfillment. You
experience for your dealers to rapidly configure, price, can gather information from your mobile employees,
and quote orders, as well as manage the service and eCommerce store, plant floor, and warehouse to get sales
warranty needs of your products. By capturing all dealer and manufacturing working together.
activity through a single easy-to-use portal, you establish
16 | Sales Management
 Epicor for Manufacturing

Give Real-Time Pricing

Help provide pricing to users immediately, while
configuring products in real-time. Our controlled ordering
experience helps ensure anyone can produce an accurate
quote, no matter the complexity of the product being
sold. Update pricing based on any factor, including
complex pricing scenarios, discount, and approval
workflows, while and leveraging data from external
sources like your databases, pricing tables, or ERP.

Automate Proposal Drawings and CAD files

Allow Sales to sell, and Engineering to focus on design.
Your product configurator can auto-generate proposal
drawings for Sales, while also providing CAD file outputs
for Engineering, relieving pressure for both teams.
Epicor CPQ Standout Features We work with the most popular CAD platforms, like
The Snap Rules Engine SolidWorks, Autodesk, and PTC.
Product and pricing rules—the logic that dictates how
products can be configured, priced, and sold—are Auto-Generate Manufacturing Documents
created using a low-code visual programing language Our workflows can generate and send manufacturing
called Snap. Rather than typing out long lines of code, documents like BOMs, cut sheets, inventory status,
users simply “snap” together interlocking blocks to shipping, assembly, and other key outputs for your
form logic statements. manufacturing process. Since all outputs are auto-
generated directly from product configuration
Having a centralized set of product and pricing rules output, you can be assured your shop floor has just
gives your teams the confidence they need to configure what it needs to meet the exacting demands of your
products fast. Whether an experienced sales rep, a customers and distributors.
new hire, or an online customer is carrying out the
configuring, outputs are guaranteed to be technically Integrate Buying with Core
viable and optimized. Processes and Systems
Connect your configure, pricing, and quoting to your
Visual Product Configuration: Immerse entire organization. Epicor CPQ Connector and MuleSoft
Customers in the Buying Experience integrations allow you to easily push and pull data from
Salespeople and online customers can configure products your Kinetic solution or Epicor Commerce, eCommerce,
using a visual product configurator. They can drag and CRM/CPQ platforms, CAD systems, your PLM, or other
drop to change colors, dimensions, parts, and materials. apps, databases, and proprietary systems.
Rather than imagining what their finished products might
look like, they can see them on-screen before ordering, Gather Insights That Help All of Your Teams
which boosts the conversion rate by an average of 40%. Collect key user experience data and push it to your
preferred analytics platform, to answer your burning
Embedding a visual product configurator onto your questions about your buyers and their engagement. Find
website lets customers self-serve any time, any out how your products are being configured to optimize
place, through any device. your sales and manufacturing processes.

Generate Quotes Quickly and Accurately

Shorten the sales cycles and relieve pressure from
engineering with the ability to build quotes quickly and
easily, with a visual guided experience. Options chosen
during configuration automatically make their way into
the quote, along with auto-generated proposal drawings
and other supporting documents.

Sales Management | 17
Epicor for Manufacturing

Product Management

Epicor Product Management serves as the central hub for your process
Bill of Materials (BOM) and product data and history. It helps provide collaboration and data
exchange among enterprise users who interact with your products—
including product managers, engineers, salespeople, buyers, and quality
Routings assurance representatives. Product Lifecycle Management (PLM) from
PRO.FILE by Revalize helps provide a comprehensive end-to-end solution
Engineering Change and to manage all aspects of a product’s lifecycle, enabling enterprises to
Revision Control control the enormous number of electronic documents produced.

With Epicor Product Management, you can optimize the product lifecycle
Document Management
processes to increase the efficiency of your staff, create better quality
products, launch new products in less time at a lower cost, and help
maximize profits.
CAD Integration

Product Lifecycle Management

(PLM)

Product Costing

Product Configuration

18 | Product Management
 Epicor for Manufacturing

Methods of Manufacturing Routings

Manage product bill of materials (BOM) and routings Detailed routings facilitate planning, scheduling, and
in one central location. The part-specific method of costing of products more efficiently. Everything needed
manufacturing is controlled through engineering to produce a product is managed in one central location.
and offers drill-down functionality to lower level Managing changes to routings is simplified. Changes
subcomponents—along with material and routing are automatically communicated to the plant floor
components required for each. Streamline engineering execution system and operators have online visibility of
by modifying existing methods for same-as-except the latest routing production notes, as well as standards
quotations and production runs. Enable engineers to and resource requirements. Easily understand, navigate,
begin with an existing method of manufacture from the and revise even the most complex, multilevel routing
methods master, a quote, or a job, and then easily modify in the tree structure of the engineering workbench.
it for the project at hand. Free up engineers to focus on constructing the most
cost-effective build. Quickly build new routings and
easily modify existing routings using the Epicor drag-
and-drop engineering tools. Alternate routings allows
the definition and maintenance of multiple routings or
material substitutions under a single part number. In a
multi-plant environment, alternate routings at the plant
level facilitate choosing where to build the part using
plant appropriate methods. Manage and measure jobs
with flexible production standards using traditional
time-based production standards—including pieces per
hour, hours per piece, pieces per minute, minutes per
Methods of Manufacturing—Build a visual view of a piece, operations per hour, fixed hours, and operations
routing for a new part using the integration to other per minute. You also have the ability to allow planning by
engineering information and the drag-and-drop interface. volume and quantity using dimensional planning that is
not time constrained.

Bill of Materials (BOM) Engineering Change and Revision

Epicor supports traditional BOM management with Control
single-level part formats that recognize the materials Achieve control and consistency in your engineering
and components required to build end parts. In addition, change and revision process. Engineering Change and
Epicor supports multilevel BOM management that Revision Control is designed to enable engineering
incorporates not only single-level components and change management, multiple revision control of
material requirements, but also internal and external products, and engineering workflow management,
routing steps for complete end-to-end assembly visibility, offering detailed cost analysis of products during the
planning, scheduling, and costing. Epicor supports visual engineering process. The engineering workbench gives
engineering technology with indented tree structures engineers an area to manage all engineering tasks related
and drag-and-drop BOM management. Easily come to the modification, review, and approval of assemblies—
up with new BOMs with functionality that enables the including full revision updating and control, check-out
user to pull an existing method of manufacturing for a procedures, security, engineering change orders, BOM
product and make modifications for future runs or similar maintenance, what-if BOM maintenance, what-if cost
products. Use alternate BOMs to predefine multiple BOM rollups, adding parts, placing parts on hold, and product
structures for the same part with material or component routing maintenance. The engineering workbench also
substitutions. In a multi-plant environment, BOMs at enables engineers to drill into all related information, like
the plant level facilitate choices of where to build the jobs, inventories, sales orders, and quotes.
part using plant-appropriate methods. Optionally have
several BOMs within a plant, allowing the planner to Document Management
choose the most cost-effective build. Gain the ability Epicor drag-and-drop attachments support the ability
to store multiple reference designators on BOMs. You to manage and view attachments against any record or
can also obtain explosion reports by component and application process. With respect to BOMs, additional
by reference designator from quotes, jobs, and the functionality exists to allow attachments linked to end
engineering workbench. products and components to automatically flow to
Product Management | 19
Epicor for Manufacturing

production planning and— eventually—the production product management to next level. Seamlessly manage
floor, helping ensure strong control of product and your mechanics, electrical, electronics, and software
process documentation at each product revision and disciplines on a single, unified platform. Build a digital
production run. Attachments at the record level would information twin to manage all of your product-related
typically provide information, drawings, documentation, information—from inception to ongoing service delivery.
or context specific to that record. All attachments can be
secured using standard role-based security. This will enable you to engage in true enterprise-wide
digital engineering and product management along the
Epicor ECM offers a secure repository for documents. entire lifecycle. PRO.FILE manages all documentation
This solution also offers document versioning, check-out associated with a product throughout its product lifecycle
and check-in support. Other repositories are available and includes full integration with numerous computer
including the PRO.FILE PLM vault, and other cloud aided design (CAD) systems and various electronic design
repositories such as Google Drive™ and Dropbox. automation (EDA) systems.

Epicor ECM is also compatible with Government Cloud. It is particularly useful for companies that design what they
manufacture, want standardized methodologies around
workflow, use CAD or EDA systems, or use drawings to help
produce a quote or an order. PRO.FILE builds a seamless
experience that enables users from all business units to
access the same data backbone for all of their different
needs. This provides them with insight into the relationships
between your product data, accompanying documents,
and emails, which in turn results in transparent processes,
satisfied customers, and compliance confidence.

PRO.FILE is integrated with Kinetic, eliminating the need

for manual BOM data input and comparison. Also, you
can access your purchased parts. PRO.FILE serves as a
bi-directional gateway between CAD systems and Kinetic,
Product Costing—Maintain and view costing giving you confidence that all your data is exchanged in a
by part type and cost type and access this reliable way at all times.
information throughout the system.
Product Costing
CAD Integration As a manufacturer or distributor, you consistently monitor
For companies who do not require the full product product cost and analyze profitability as a way to pass
lifecycle management solution, CADLink by QBuild cost savings on to customers while staying competitive.
Software for Epicor increases the speed of engineering Epicor offers the flexibility and accuracy needed to
data flowing from the engineer’s desktop to the rest of the analyze product cost on a customer-by-customer, part-by-
business—in particular procurement and manufacturing. part, and job-by-job basis. Maintain elements of product
The CADLink for Epicor solution is designed to streamline cost in separate buckets—including material, labor,
the entire product development process, letting engineers burden, subcontracting, and material burden cost.
push forward BOM revisions to Kinetic with a click of a
button without leaving their familiar CAD environment. Costing methods include average, lot, last, first in/first
CADLink for Epicor eliminates all the burdens of disparate out, and standard. The costing workbench supports the
systems, allowing engineers to focus more on what they management of part costs in a single location. Specialized
do best—engineering. tools pull in the most recent costs and automatically
perform cost rollups. Designed with full audit capabilities,
Product Lifecycle Management (PLM) the workbench offers variance analysis prior to posting
from PRO.FILE by Revalize new cost tables along with the effective dates of the
PRO.FILE is the PLM/PDM platform for the digitalization costing changes.
of all product engineering and product management
processes and all document-based workflows in The costing workbench offers easy manipulation of
technical industries. Take your product engineering and resource, resource group, and operation cost.
20 | Product Management
 Epicor for Manufacturing

Product Configuration
Product Configurator enables on-the-fly configuration
of highly customizable and dimensional products via a
straightforward question and answer evaluation. It is web
enabled and you can deploy them to the Web for use with
your Kinetic application, including Epicor Commerce or
the Epicor Dealer Portal.

Integrated with ERP, configurations are easily priced and

once sold, manufacturing details flow to procurement
and production, helping ensure accurate and timely
manufacturing of highly configurable products.

Storing and Electronically archiving and Process control of product

retrieving CAD data retrieving documents data and information flows

CAD Data Archive and Product Lifecycle

Management Retrieve Management
(PLM)

Product Data
Collaborative
Management DMStec
PDM
(PDM)

Linking drawings, Documents Real-time process

documents and bill management coordination throughout
materials. Integration of technical the product lifecycle, both
with the ERP system documents internally and externally

PLM—Design to retire, PRO.FILE supplies mechanical and electrical CAD elements and is
integrated to ERP to automate the flow of design information to the plant floor.

Product Management | 21
Epicor for Manufacturing

Project Management

To be successful in a project environment, project management must

Project Planning and Analysis permeate every aspect of your business solution. Companies that are
able to efficiently meet the demands of managing their portfolio of
Project Generation projects have a distinct advantage over their competition—they have
a better understanding of their costs, so they can bid and win business
with confidence.
Project Billing
Project Management is a comprehensive solution for companies that plan
and execute either simple or complex projects that may require intricate,
Resource Management
multilevel phases, as well as strict costing or complex billing methods.
Embedded within the robust Epicor capabilities, Project Management
Contract Management uses detailed estimation, planning, scheduling, costing, and supply chain
logistics for complete control and analysis of any project.

Planning Contract Resource Management helps provide a detailed representation of resource

capabilities and availability. Time and Expense Management and Approval
Time Management help ensure projects reflect accurate costs, and the comprehensive Billing
and Revenue Recognition functionality helps guarantee compliance
with contract requirements and accounting standards. At all times and
Expense Management throughout the entire process, embedded Project Analysis and reporting—
combined with BPM—helps provide accurate and up-to-date status
Epicor APM information and meaningful alerts.

22 | Project Management
 Epicor for Manufacturing

integration with Microsoft® Project® gives project

managers an additional tool to use to easily manipulate
the schedule and simplify the planning of any project.

Collaborative Project Management

Collaborate with Project Management gives the internal
and external project community visibility into the
events of the project—as they happen. This allows
teams to achieve transparency regarding project
progress and status and enables smarter and more
Project Planning and Analysis—Effectively manage the efficient collaboration.
project work breakdown structure no matter how complex.
Ease the burden on project managers by providing access Collaborate provides access to those involved with your
to everything relating to the project in a single place. projects to subscribe, follow, and trend what matters
most to the team. Rather than relying on the team alone,
why not leverage the full expertise of an organization.
Project Planning and Analysis Using MS Teams integration, project teams become
Supporting the needs of industries with a project collaborative entities—with unique connections and
orientation, Project Management provides flexible Work embedded in multiple networks both internal and
Breakdown Structure (WBS) capabilities—including external to the organization.
multilevel phases within a project. Fully embedded
within Kinetic, Epicor Project Management offers the Collaborate allows the project team to tap into social
robust scheduling engine for complete visibility and networks for expertise and improved access to knowledge
management of the project schedule. The Epicor that can help complete their goals. It allows a project
Project Management module also includes the ability manager to see the social network of their team and
to accumulate and roll up costs for a WBS Phase to leverage those connections to better collaborate with the
the main project—supporting budgets, estimated greater project community.
completion values, and calculated, estimated, and actual
costs accumulated at the WBS Phase or project level. Contract Management
For complete visibility, all costs are rolled up through Maintain the contractual arrangements for a particular
the project structure, with added analysis capabilities project with Contract Management. Record details
offering cross-project scrutiny of material class, of the customer together with key contract dates,
burden, or labor type. values, currency definitions, project manager, and the
appropriate revenue recognition method. Define source
Project Generation of costs rates to be applied to the project contract—
Define all project components as part of a logical, hierarchical, project, employee, or role. Configuration
cohesive plan. A project can be generated at any time— settings can be used to help ensure that only resources
including at the quote, sales order, or after the contract with the specific role codes defined in the project contract
has been signed with the customer. Define the default are able to work and record time against a project.
project approvals method and workflow group.
This can be extended to record the specific resources that
Define the work breakdown structure for the project. are approved to work on a particular project contract.
Automatically create jobs for the collection of costs and Invoice ceilings can be established to limit the amount
management of operations, and define the hierarchy for billed for a particular role code, resource, or supplier.
phase cost accumulation. Define multiple operations, The contract defines the system behavior when such
their sequence, resource roles, and planned hours as ceilings are met—either to continue or cease invoicing
required against each phase job. Optionally define for the defined resource. A BPM can be used to monitor
workflow and approvals overrides at the phase level. as ceilings are approached. To cater to the needs of
Build a library of template project WBS structures to certain industries—notably contracts dealing with the U.S.
represent the various methodologies or requirements of Department of Defense—Burden Sets and the sequence
recurring projects. Project structure and contract details in which they are applied may be maintained and defined
can be manipulated in duplicated projects to reflect against the project contract.
any nuances of a particular engagement. Bidirectional
Project Management | 23
Epicor for Manufacturing

Planning Contract Invoices can be generated based on a fixed date, fixed

You can associate a planning contract with one or more amount, user-defined stage of project completion,
projects. New sales orders, purchase orders, or jobs linked or user-defined cost-to- date. More complex contract
to a project will inherit the Contract ID. This supports arrangements can be defined using the sophisticated
the ability to link demand and supply to the project. The options available in Epicor Project Billing.
demand linked to a planning contract is filled by the
supplies linked to the same planning contract. As a result, The advanced invoicing methods available in Epicor
the demand is fulfilled specifically from assigned Contract Project Billing help provide the capability required to
warehouse/ bin locations, excluding other non-planning handle the commercial terms negotiated during the
contract warehouses/bins from the fulfillment process. project bid process. This flexibility enables project
You can link demand to a project, job, or sales order managers to focus on managing project delivery in the
indicating where the demand will be consumed. most efficient way, while also handling accurate billing in
accordance with a customer-defined schedule—including
comprehensive contract management, multiple invoicing
methods, time and materials billing, milestone billing,
and more.

From the Multiple Project Recognition Dashboard, you

can monitor all your projects simultaneously and you can
also run the Project Analysis, or the Revenue Recognition
programs for multiple projects at the same time. Project Billing—Comprehensive contract
management helps provide a range of
invoicing options for any billing situation.
Revenue Recognition and Analysis
Use the Revenue Recognition Workbench to automate
revenue recognition and process the various milestones Resource Management
and contractually defined billing points on a project. You Epicor Resource Management helps provide the ability
can generate journals for revenue recognition based on to define all resources available—whether they are
the costs produced from the Project Analysis during the employees, contractors, equipment, or machinery.
life of the project. The journals can be reversed once the Comprehensive calendars, resource capabilities,
project is completed. Easily perform revenue analysis for roles, and capacities can be defined, which are then
progress or milestone billing. referenced throughout Kinetic. Resource Management
additionally helps provide the comprehensive costing
Kinetic allows you to process the revenue recognition for and default burden and billing data used throughout
multiple projects at the same time, saving time for project the application—from planning and scheduling to labor
managers and finance experts working on multiple bookings. Contractual role requirements and a clear
projects. It improves efficiency and also helps eliminate separation of direct and indirect labor are supported
tedious manual work. in accordance with the specifications of the most
demanding contract requirements.
Project Billing
Epicor Project Management allows you to generate Time Management
progress and milestone billing, so you can invoice your Time Management in Kinetic helps provide a highly
customer and optionally defer the revenue and cost of configurable environment for the recording and
sale—recognizing them at various stages in the project. management of time across projects, jobs, service orders,
24 | Project Management
 Epicor for Manufacturing

and internal codes. A range of entry options are available,

each reflecting the nature of a particular transaction. Time
can be entered via web browser when employees are
on the go, on the shop floor, or in the office—resulting in
quick and accurate recording. Time recording reliability is
reinforced through an array of task-centric entry options,
which focus on the critical data required in each context. Go paperless by
Additional configuration options help ensure that users uploading photos and
only have access to authorized jobs and booking codes, other attachments
with a clear separation between direct and indirect labor to the entries.
entry. Additionally, the flexible approvals process helps
provide the security to help ensure that transactions are
properly authorized and backed up by a comprehensive
audit trail.

Take control of your

expenses on the go.

Time Management—The calendar helps provide clear

visibility of missing time sheet entries. The colored blocks
indicate the approval status of each time transaction.

Expense Management
Expense Management in Kinetic helps eliminate
administrative effort and increase efficiency by providing
a secure environment for recording and managing
multicurrency expenses across projects, jobs, and service
orders, as well as purely internal expenses. The flexible
approval process of Expense Management also helps
provide the security to help ensure expenses are properly Approvers can
authorized and backed up by a comprehensive audit trail, see and act on all
with approved transactions flowing directly into Accounts submitted requests.
Payable for fast, efficient processing and reimbursement.
Expenses can be entered on mobile devices via web
browser when employees are on the go.

Time and Expense Management

Mobile Applications
Time and money are two key aspects that impact your
business profitability. You need to help ensure you make
proper payments to your employees or subcontractors
and send accurate billing to your customers. Manual time
and expense reporting processes can be time consuming Track time and expenses anytime from your mobile device.
and often result in inaccurate data.
Project Management | 25
Epicor for Manufacturing

The Time and Expense mobile applications are available • Advanced Contract Management manages the financial
for both iOS and Android devices. Simply download them relationship between the business and the customers.
from your app store, and with minimal setup, you will be Features include Contract Order Maintenance,
up and running in no time. Tendering Process/Bid Management, Multiple Billing
Types under one contract, Progress Claims and
With Time and Expense Management Mobile Applications, Applications for Payment.
you get full control and visibility to make better decisions.
Sync back the data in real time to Kinetic, as the • Advanced Subcontract Management manages complex
applications are an extension of the system. Data flows contractual arrangements with subcontractors.
seamlessly between the different modules like Epicor Features include Subcontract Order Management,
Financials into the mobile applications. They don’t need Progress Claims, and Applications for Payments,
a separate license, as they are accessed through the Time along with Reports like Subcontractor Commitments,
and Expense Management licenses. Progress, and Retentions.

Provide your project managers and their teams, sales

personnel, field service technicians, and frequent
travelers with modern and intuitive applications to enter,
track, and approve time and expenses anytime from
their mobile device.

Generate, view and edit expenses or time records when

you’re offline. These records are saved as drafts in the
offline storage, and once your Internet connection is
restored, the apps automatically synchronize and submit
the changes to Kinetic.

The built-in dynamic dimensions functionality in the

General Ledger Chart of Accounts setup links all approved APM enables finance experts to perform a
and posted time and expense transactions to codes such sophisticated accounting for their projects by
as projects, cost centers, sales territories, salespersons, using cost codes with multiple attributes.
customers, product lines, and more.

Advanced Project
Management (APM)
APM extends the functionality and flexibility of the Project
Management module. It helps address the challenges
of contract management and multifaceted projects
with an integrated solution that helps provide complete
functionality to manage projects, contracts, claims,
subcontractors, variations, and revenue recognition.
Generate efficiencies in your business, improve cash flow
and help with forecasting through effective management,
and eliminate manual entries from your revenue
recognition process to keep mistakes to a minimum.

The APM Suite has three modules that can be

used individually or together, depending on
your business’ needs:

• Advanced Project Accounting manages the

financial viability of the projects. It includes the
Cost Codes, Project Analysis, Project Ledger, and
Project Accruals functionalities.
26 | Project Management
 Epicor for Manufacturing

Planning and Scheduling

Performance-driven companies have mastered the art of predicting

Helping With Forecasting and responding quickly to changes in customer demand with minimal
business interruption. Whether you are a global, multisite enterprise or
a single-site manufacturer or distributor, precise and flexible planning
Master Production Scheduling and scheduling is imperative for efficient and profitable operation. Epicor
offers a comprehensive solution for helping with forecasting, material
requirements planning (MRP), scheduling, and advanced planning and
Epicor Smart Demand Planner scheduling to meet the needs of today’s agile businesses.

Epicor Material Requirements

Planning (MRP)

Scheduling and Resource

Management

Epicor Advanced Planning and

Scheduling (APS)

Infinite, Finite, and Constraint

Based Scheduling
Planning and Scheduling | 27
Epicor for Manufacturing

Forecasting and Master Production Driving Capacity and Raw Material Procurement
Scheduling Make and alter MPS decisions based on constraints.
Helping with Forecasting and Master Production Both forecasting and MPS can independently
Scheduling (MPS) in Kinetic are included with the Epicor drive future demand.
MRP module and are designed to assist manufacturers
and distributors with both day-to-day control and long- Planning Bill of Materials
range planning and decision making. Forecasting and Planning Bill of Material is an unbuildable BOM that allows
MPS support businesses that operate multiple, mixed- the user to express the lower-level parts as a percentage of
mode strategies simultaneously. the total number to be sold. This is the traditional way for
manufacturers to forecast lower level parts​.
Forecasting and Master Production Scheduling
functionality includes: Smart Demand Planner
Smart Demand Planner helps provide cloud-based
Forecasting statistical forecasting that automatically selects the right
Forecasts can be generated from multiple historical forecast model for each item—accounting for trend,
sources (e.g., sales, invoice, and inventory usage history). seasonality, and promotion/event-driven demand. For
Users can also manually enter forecasts for companies, companies that manage many items like component
plants, customers, dates, and parts, cut- and-paste from parts, service parts, material requirements planning, or
other applications into the forecast system, or generate high-tech equipment, it includes an intermittent demand
forecasts from multiple historical sources (e.g., sales, model so you can accurately forecast the inventory
invoice, and inventory usage history). Another option needed to hit desired service levels. Once the baseline
is to export and import forecasts to and from other forecast is produced, it is available for collaborative review
applications or customers. Import options allow forecasts and consensus planning by authorized stakeholders. In
to be broken down by part, customer, plant, date, and addition, forecast accuracy can be measured to help ensure
company. This import can update the the best possible forecast is delivered to the business at
existing forecast, be a new forecast, or be a complete clear both the aggregate and item-mix levels.
and re-load.
Smart Demand Planner seamlessly integrates with
Forecast Buckets Kinetic software using an “out of the box” connector that
Bucket forecasts for variable periods: daily, weekly, simplifies implementation and support.
monthly, yearly, etc.
Note: Learn more about related Smart products in the
Forecast Analysis "Supply Chain Management" chapter.
Forecast any number of variables (e.g., revenue)
rather than just forecasting product units. Forecasting Epicor Material Requirements
allows any number of tiers to be forecast and analyzed Planning (MRP)
(e.g., forecasting product units by company, state, Built for the needs of a single site as an well as extended
city, and customer). enterprise, Epicor MRP offers cross-plant and cross-
company planning. Enhanced to offer plant source as well
Inter-Company Trading as product group sourcing of materials and assemblies,
Dynamically accept forecasts from other companies Epicor MRP automatically and visually extends the
within the enterprise. This allows companies to give enterprise to efficiently manage supply and demand,
visibility to the supply company of future demand without from forecasting and MPS to MRP generation, and more.
needing to raise a firm intercompany order. Epicor MRP functionality includes:

Master Production Schedule MRP Generation

Enter production forecasts for specific end parts using the Run Epicor MRP with either net change or full MRP
MPS function. Perform an iterative process of entering a regeneration options. The MRP generation process
planned schedule, viewing the effect on your resources, balances the demand of customer orders and forecasts
then modifying the plan until you have achieved an with the supply of jobs. As orders and forecasts change,
optimal schedule. Manually enter or cut-and-paste MPS Epicor MRP automatically adjusts corresponding jobs so
from other applications or automatically generate the you are in balance. Epicor MRP even reschedules by your
MPS from the forecast. plant or part for you.
28 | Planning and Scheduling
 Epicor for Manufacturing

Dynamic Lead-Times
Take into consideration variables such as the batch size,
production calendar for a resource, the run rate of the
resource utilized, and the availability of material flagged
as constrained in production schedules.

Part Planning Tools

Account for production prep, kit, and receipt time. Use
this to derive cycle-times and appropriate lead-time for
producing the product.

Plan as Assembly
Use Plan as Assembly to plan lower component
manufacturing parts without the need to include them in
Epicor MRP—Check supply and demand of a part the full assembly structure. This feature enables complex
with Available-to-Promise functionality planning for multilevel complex parts with components
that are typically stocked.

Material Planning Planning by Revision (PBR)

Create purchase order suggestions for inventory and PBR allows Epicor MRP to consider revisions in future
purchased parts that are needed to complete production. planning and demand. It gives users visibility of inventory
Use lead times and vendor price breaks to determine down to the revision level, allowing the ability to realize
when the part should be ordered and at what price. quantities for each revision of an item.

Planning Contracts Planning Horizon

There are instances where parts need to be manufactured Review the planning horizon of a part or resource, then
or purchased to satisfy a future requirement for a plan up to, but not beyond the horizon, preventing
product or job that has yet to be fully developed from premature planning.
an engineering standpoint, or there are long lead items
that need to be purchased or built before the upper Auto Job Firm Process
level orders are ready to be released. The Planning Use predefined rules to firm up and move MRP
Contract gives you the ability to manage long lead-time production requirements to production planning
items before a trigger appears for demand. Best of all, automatically, for rapid response to current demand.
it allows you to earmark these items for specific needs
even if a Job or Sales Order has not been generated yet. Multisite
The planning contract concept is used specifically in a Run Epicor MRP for all plants or for individual plants
situation where the supply generated to fulfill a contract within a company. Changed schedule dates roll down to
is consumed by the actual demand linked to the same all subcomponents—even those being manufactured in
part in the same planning contract. Supply for contract another plant.
materials is kept distinct from other general supply.
Multilevel Pegging
The Multi-Level Pegging Process pegs demand and Analyze all the supply and demand in your system, then
supply, if they are linked to the same planning contract, peg each supply against demand, prioritized by due
allowing you to link Planning Contracts to demand and date. Because supply is calculated for every inventory
supply. The demand you link to a planning contract item from all possible sources—regardless of whether
is filled by the supply you link to the same planning demand exists—you are alerted to items that may be
contract. As a result, the demand is fulfilled specifically overstocked or obsolete.
from the assigned contract warehouse/bin locations,
and excludes other non-planning contract warehouses/ Sourcing By Site
bins from the fulfillment process. You can link a planning Define a unique source per part or site—whether its
contract to a job, project, purchase order, sales order, default sourcing is purchased, produced, or transferred.
transfer order, or quote. What is produced in one location may be purchased—or
transferred in—from another.
Planning and Scheduling | 29
Epicor for Manufacturing

Available-to-Promise firmly committed. Scheduling and Resource Management

View running balances with the available-to-promise functionality includes:
function. Enter a quantity, and the system will find the
earliest date that quantity will be available. Enter a date, Production Scheduling Board
and see how many parts are available on that day. MPS, Easily manipulate the schedule with drag-and-drop and
forecast, order, and planned receipt quantities are visible drill-down techniques for multilevel assemblies and
to help you in your production planning tasks. operation details. A main control center for scheduling
resources graphically displays schedules by job, resource,
Planning Types resource group, or entire plant. Dynamically change the
Maximize your planning accuracy with multiple types timeline of the view to see short- run operations and
of inventory planning, including minimum/maximum/ quickly analyze the impact of long running operations.
multiple, days of supply, and run out.
Alerts
Rough Cut Horizon View indicators, such as late status and material
Enable Epicor MRP to process more efficiently by availability, to proactively alert the master scheduler to
removing the time spent scheduling beyond a specified potential problems in the schedule. Optionally customize
threshold or rough cut horizon. colors to denote actual, what-if, or delinquent load by job
or operation.
Recycle Jobs
Epicor MRP reuses un-firm jobs for Finite Scheduling
optimum MRP performance. Schedule and reschedule with flexible, finite real-time
schedule capabilities for a single job and plant-wide
Short Horizon Days of Supply global finite capacity. Features include job locking for key
To optimize Epicor MRP performance, a Short Horizon operations or jobs, user-defined priority, and capacity
Days of Supply field is included within the Part load leveling by resource and resource group.
Maintenance program on the Plant Detail sheet. This
field defines a material value that will be used when Drag-and-Drop
Epicor MRP determines that the needed materials fall Drag-and-drop scheduled load hours forward or
within the Short Horizon. backward to effectively alleviate fall overload conditions
at critical resources or resource groups.
Calculate Manufacturing Lead Time
Plan for part components lower down in the assembly
structure for accurate Epicor MRP scheduling.

Start Minimum Quantity

Account for partial material availability in Epicor MRP
calculations to get started earlier with available material
and improve delivery performance.

Bill of Materials Check

Epicor MRP checks the revision level and verifies
approvals before pulling in a standard BOM and routing.
For parts that do not have a current approved revision, a
job suggestion is created in the new/change order queue
to help ensure requirements are not lost.

Scheduling and Resource Management

Multiple resource views and online scheduling tools such
as the change impact informer offer the master scheduler
and manager the ability to visually locate overload
problems and slack conditions, then perform cost and
throughput analysis on schedule changes before they are

30 | Planning and Scheduling

 Epicor for Manufacturing

Operation Complete Quantity and Complete predecessor and successor jobs) all at the same time. This
Time Displayed allows the scheduling planner to easily manage linked
The Job Scheduling Board, Resource Scheduling jobs to help ensure they are scheduled together, meeting
Board, and Multi-Resource Scheduling Board all have customer requirements.
an Operation Complete Quantity field on their Detail
sheets. This field displays the number of parts that have What-If and Change Impact
been completed on the current operation. Both the Job Schedule jobs in a what-if mode, with the ability
Scheduling Board and Resource Scheduling Board display to analyze potential bottlenecks before finalizing
the Operation Complete Time value after you move an the actual schedule. View the potential changes
operation. This shows you the amount of time that is left for cost and throughput to the schedule after
to complete the operation. creating what-if scenarios.

Overload Informer Setup Grouping

Display each date and resource/resource group, where Use setup groups to streamline your setup processes.
scheduled hours exceed capacity based on what-if or Dynamically assign grouping based on the
actual job schedules. Access resource, resource-group, criteria you define.
and job scheduling information to review the causes of an
overload and make schedule changes as needed. Capabilities With Zero Priority
When you schedule by capability, the Scheduling Engine
Multilevel Assemblies selects resources by the priority value defined for each
Manage complex assemblies by matching the schedule to capability. You can assign a zero value to a capability’s
actual production output. From branch-and component- priority. Any resource that is defined by this zero priority
level rescheduling to final assembly, Kinetic helps to will not be selected by the Scheduling Engine. It will,
ensure that all components are on time and that nothing however, be available to use as a resource on the Start
slips through the cracks. Visually explode high-level Activity or Labor Entry windows.
components to view lower-level component schedules.
Dual Resource Constraints
Schedule Multi-Job Use a secondary resource constraint (e.g., a tool or
The Scheduling Multi-Job option allows you to schedule employee) in addition to the primary resource in finite
a group of associated jobs as if it were a single job. Jobs capacity scheduling.
are associated via make-to-job relationships. This makes
it possible to schedule and rearrange manufacturing jobs Note: The Epicor APS module helps provide the ability to use
for a parent assembly and its child subassemblies (called more than two resource constraints.

Planning and Scheduling | 31

Epicor for Manufacturing

Conditional Forward Schedule

If you're performing a backward schedule and encounter
a current date, you have the option to allow the system to
perform a forward schedule based on a start date of today.

Resource Group
Define an unlimited number of resources within a resource
group. Resource groups can be used in the planning
process, with the actual resource assigned automatically
based on availability of individual resources. Resources
may have unique calendars, as well as values for hourly/
daily capacity, queue- and move-time.

Finite Load Horizon Scheduling and Resource Management—Manipulate

Prevent the schedule from making adjustments too far the schedule directly from a sophisticated,
into the future—potentially impacting material purchases drag-and-drop visual scheduling board.
and resource allocations—with finite load horizons
(e.g., time fences or cutoff dates) for finitely scheduling
load on the resource. Epicor Advanced Planning and
Scheduling (APS)
Resource-Based Schedule Available as an extension to Scheduling, Epicor APS
Develop a schedule for each individual resource incorporates the strength of the Scheduling engine and
deployed in the schedule. enhances it with advanced functionality such as multiple
constraint scheduling, a wide range of scheduling
Reschedule Delta methods, visual drag-and-drop scheduling, capability
Optionally automate the system’s response to parts that are and dependent capability-based scheduling, real-time
planned to be early or late by a threshold number of days. capable-to-promise functionality, and advanced material
planning functionality.
Rough Cut Scheduling
Keep an eye on the future with Rough Cut Scheduling, Capable-to-Promise
which shows future production without taxing Easily manage customer expectations with real-time
system resources. capable-to-promise functionality in Order Management.
Epicor capable-to-promise uses the scheduling engine
Scheduling Factor Send Ahead to determine accurate promise dates and offers order
Start-to-start scheduled operations, or operations processing single-click confirmation or order cancellation
scheduled to begin at the same time, can be staggered based on the projected due date.
based on an offset factor that is calculated by number of
pieces or a percentage of time allocated. Multiple Resource Scheduling Board
Easily manipulate the schedule with drag- and-drop
Scheduling Blocks manipulation and drill-down techniques for multilevel
Account for periodic processes with scheduling blocks. assemblies and operation details. A main control
Scheduling blocks define periodic setup needs such as center for scheduling resources graphically displays
tool changes or other processes. schedules for a group of resources in one screen.
Dynamically change the timeline of the view to see
Material Constraints Displayed minute operations and quickly analyze the impact of
Both the Multi-Resource Scheduling Board and the long running operations. Add memos to a schedule on
Job Scheduling Board indicate which materials are the Multi-Resource Scheduling Board about any aspect
constrained. On both scheduling boards, the Related of a current schedule.
Materials grid contains columns that display this
information. One column indicates whether or not Multiple Constraints
the material is constrained. The other columns define Set up every operation with multiple constraints or
the purchase order, job, and lead time linked to the resources (e.g., machines, tools, skilled labor, raw
constrained material. materials, or available subassemblies).
32 | Planning and Scheduling
 Epicor for Manufacturing

Resource Eligibility Change Impact Analysis

Define resources within a specific resource group with See the immediate impact of proposed changes
individual characteristics to improve scheduling accuracy. on other orders to make informed decisions
about desired changes.
Automated Scheduling by Capability
Define a capability or skill level that can be tied to Time Adjustment
multiple resources rather than a resource group or Automatically take into account resource
individual resource in the planning process. The utilization and resource group efficiency for more
Epicor APS engine then determines, based on the accurate load calculation.
available resources, which individual resource to
schedule for the operation. Optimization Rules
Generate a schedule based on rules assigned to
Dependent Capabilities individual resources.
Link dependent capabilities that the scheduling
engine schedules along with the primary capability Balanced Optimization
when operations require dependent skills to Concurrently consider priority, slack time, and setup time
perform the operation. when determining load balance

Finite or Infinite Capacity Single Cell Scheduling

Define each resource with either finite or infinite capacity. Schedule an entire job or assembly
When a piece of the schedule is moved, the resource is within a single work cell.
rescheduled according to its type.
Unlimited What-If
Minimum WIP Scheduling Generate unlimited what-if scenarios to view the effect
Use a unique scheduling algorithm designed to minimize of changes on your shop floor.
work in process by scheduling a job to ship as early as
possible. Epicor APS then backward schedules to start Multi-Plant Communication
working on the job as late as possible. Help to ensure that interdependent plant
schedules are coordinated.
Dimensional Planning
Schedule by volume and quantity using dimensional Multisite Management
planning that is not time constrained. Not only are manufacturers and distributors looking
for new tools to oversee multiplant operations, but
Rate-Based Scheduling they’re also looking to maximize the use of existing
Schedule cells based on production throughput rates resources. Alternative production methods management
rather than time. helps optimize the production processes for specific parts
in each plant, based on the resources available. Another
Material Constraints optimization tool includes the transfer of material or semi-
Consider material availability as a scheduling constraint. finished components to another plant for completion.
Integrated directly with Inventory and Purchasing, the
Epicor APS system knows when material is due and Note: Learn more about Multisite Management in the "Global
schedules accordingly. Business Management" chapter.

Advanced Material Planning

Increase throughput by considering material and
component availability as a constraint. Advanced material
planning, an integral feature of Epicor APS, facilitates
intelligent stocking and procurement of material
requirements. The schedule function recognizes materials
earmarked as constraints, gives the master scheduler
material availability, and considers supplier calendars for
a more realistic schedule.

Planning and Scheduling | 33

Epicor for Manufacturing

Supply Chain
Management

A highly effective supply chain is critical to the success of your strategic

Purchase Management growth initiatives. Top-performing manufacturers are empowering supply
chain processes with innovative technology that is best-fit for unique
Epicor Advanced Requisition operational needs, easy to use, and informed by industry best practices.
Management (ARM) Drive out costs, increase velocity, and enhance your customer experience
with a strong supply chain that is ready for the future of manufacturing.
Supplier Connect Offering rich visibility and digital prowess, Epicor helps provide effective
coordination from initial raw materials to the ultimate delivery of
the finished product, transforming your supply chain into a results-
Supplier Relationship
driven value chain.
Management
Epicor Supply Chain Management (SCM) is a full suite of enterprise
Epicor Inventory Management application capabilities—including purchase management, sourcing
and procurement, inventory management, advanced material
Epicor Advanced Materials management, shipping and receiving, and warehouse management—
Management and is complemented by forecasting, order management, and analytics
capabilities. Combined, you have the solution you need to meet—
Epicor Advanced Unit of and even exceed—customer expectations in today’s increasingly
Measure (UOM) global market place.

Epicor Shipping and Receiving

Epicor Quick Ship

Epicor WMS

Supplier EDI and B2B

Integration

34 | Supply Chain Management

 Epicor for Manufacturing

schedules with delivery dates, prices, and corresponding

quantities. Automatic requirement calculations—based
on generated PO suggestions—are factored into delivery
schedules, which you can adjust automatically to
conform to supplier requirements or help with inventory
control, production efficiency, and business expediency.
Complete functionality includes part schedule
maintenance for establishing the combination of part,
plant, and calendar that makes up the part schedule, as
well as periodicity code maintenance to establish the
rules and terms under which orders periodically arrive
from suppliers.

Epicor Advanced Requisition

Purchase Management—Enter, approve, and confirm Management (ARM)
purchase orders with multiple line items and releases. High-performing supply chains maintain a budget and
control over items requisitioned for each stocking location
for greater efficiency. Epicor ARM enables organizations
Purchase Management to gain visibility and regulate procurement spending by
Purchase Management handles purchase order writing providing an online workflow and purchase requisition
and the tracking of supplier performance to optimize tool. It gains information on spending to support
results and improve negotiations. Multiple detailed line negotiation of bulk purchase discounts from suppliers,
items indicate planned receipts to inventory or a job, assigns preferred suppliers for particular products, sets
direct receipts to a sales order, or direct receipts to a the right spend limits for individuals, and assigns the
manufacturing job, although their destination may be chain of authority for approving purchase orders.
changed at the time of actual receipt entry. Purchase
order receipt processing updates suggested supplier Supplier Connect
and detailed purchase history files, which provides you Strengthen your competitiveness by offering customers
with continual reference to aid in making purchasing and business partners the ability to interact with your
decisions. With Purchase Management, you can reduce brand online. Supplier Connect is a supply-chain-focused
inventory levels, improve on-time deliveries, enhance feature of Epicor Commerce—a complete, connected, and
your cash flow, and help increase your profit levels. customer-proven business solution for modern digital
commerce and omnichannel enablement. By providing
Purchase Management capabilities include: the means for customer and supplier self-service
on a whole range of inquiries—such as open orders,
• Automated purchasing tools part information, and access to old invoices—Epicor
• Supplier cross-referencing Commerce eliminates the need for inquiries to come in
• Supplier approval capability via email, phone, or fax, significantly reducing the amount
• Mass purchase order receipt of time staff need to spend answering them.
• Multiple location receipts
• Part master price breaks Supplier Connect is specifically tailored for suppliers to
• Purchase requisition update their information via their own supplier portal,
• Purchase history answer requests for information, and confirm changes
• Purchase order tracker to purchasing orders. It can deliver performance
• Supplier tracker metrics and also allows user-defined fields to flexibly
extend your data storage options and send custom
Epicor Purchase Contracts messages between your online storefront and your
Epicor Purchase Contracts is designed to automate the centralized back office. This not only provides for a
process of purchasing inventory items on a recurring more seamless relationship between you and your
basis—including the establishment of recurring suppliers, it also allows for your business to react
delivery schedules. Contract line items can be assigned much more quickly and accurately to any change of
to purchase orders, which automates your delivery circumstances with supply.

Supply Chain Management | 35

Epicor for Manufacturing

Supplier Relationship Management Epicor Inventory Management

Supplier Relationship Management (SRM) helps provide Epicor Inventory Management helps provide the
tools for buyers, procurement staff, and purchasing key functions necessary to update and maintain
agents, to request quotes for raw materials or subcontract raw materials, work in process (WIP), finished goods
services from one or multiple suppliers. Request for inventory quantities, costs, and on-hand requirements.
quotes (RFQs) are generated with one or more lines, Issued inventory reduces quantities on hand, which
allowing you to evaluate the responses from suppliers to are continually replenished through the processing of
decide which businesses can provide your company with purchased or manufactured item receipts into inventory.
the quantities, price points, and delivery dates you need Receipt processing helps provide a continual update of
for your manufacturing and servicing business flow. inventory average, FIFO, lot, or last costs for every item.

Supplier RFQ responses automatically build or add to A variety of screen inquiries help provide management
existing part price-break tables with current effectiveness analysis of Epicor MRP, shortage monitoring, reorder
dates to be used in other Epicor applications. analysis, stock status, valuation, and critical items.

Epicor Supplier Portal Functionality also includes:

Integrates your suppliers with your Kinetic solution
quickly and seamlessly. It helps provide either an • Alternate parts maintenance
integration solution (for suppliers who can connect to • Costing management
you) or a web portal (for suppliers who can't) through • Country of origin tracking
which you and your suppliers can communicate in an • Cycle counting
easy-to-understand, human-readable format—not 'EDI • Global trade standards
speak'. You can view documents and status information • Manufacturers part
about sourcing requests and graphical charts that provide • Part cross-referencing
insights into EDI data. • Part master price breaks
• Physical and perpetual inventory
These web-based analytics present supply chain activity • RoHS compliance
and alert you to unexpected or non-compliant supplier • Time-phased material inquiry/report
actions. You'll have real-time visibility into orders, carriers, • Unit of measure definitions
and warehouses so your team can respond to supply • Track inventory by revision
chain breaks immediately. • Lot and serial tracking

Note: Refer to the “Cloud Business Architecture” chapter for Package Control
more information about the Epicor EDI solution for EDI and Package Control functionality allows you to track,
B2B integration. manage, or transact a group of items via a unique
identifier, the Package Control ID (PCID). Track any
item from receipt into a site, the movement of an item
throughout the site, the shipment or transfer of that item
to another site, and eventually the shipment of that item
to the customer.

Also supporting the inbound generation of PCIDs, Kinetic

allows you to reserve and allocate PCIDs for sales orders,
issue material to jobs, produce PCIDs from jobs, transfer
PCIDs from one site to another, and receive PCID finished
goods in inventory to complete processing transactions.
Perform pick and unpick transactions, shipping
transactions, and job receipt to inventory transactions—
among others—against a unique PCID. Shop floor users
Smart IP&O by Smart Software—Easily have the ability to report WIP at any operation or within
visualize your inventory performance reports the job into a PCID, and users can also report sub-
and share with key stakeholders. assemblies into a PCID.

36 | Supply Chain Management

 Epicor for Manufacturing

PCIDs have an associated set of predetermined or user- • Automated blind shipping

defined physical and controlling characteristics, which • Automated email notification
comprise the package itself (properties and contents) and • Automated hazmat paperwork
the label. Each can have its own rules of control, process • Hazmat compliance software integration (DGIS)
flow, and status to give you greater control and visibility • Best way and routing guide
into your supply chain. • Consolidated shipments
• International shipments and documentation
Epicor Shipping and Receiving • Print or email return labels
The Epicor Shipping and Receiving module is designed • Rate import tool for custom carriers
to promote increased efficiency and accuracy by allowing • Transfer orders
you to perform and track all activity relating to shipments • Configurable handling fees
and receipts. This flexible module gives you the ability • Mass shipping
to auto-invoice in Accounts Receivable following • EEI/ACE integration
customer shipment; print customizable bill of lading • Navisphere integration for simplified carrier negotiation
forms to your shipments; track container shipments and • Language translations
update the status and due dates of all purchase orders; • Currency conversion for freight charges
track customer shipments; track landed costs against • Central storage of shipping documents
applicable parts, which reflects the true costs of materials, • ITAR and carrier compliance
parts, or finished goods; and more. • Automated drop shipments
• LTL and custom carriers
Complete functionality also includes:

• Mass ship
• Subcontract parts tracking
• Miscellaneous shipment tracking
• Miscellaneous receipts management
• Pack and ship/pack out processing
• Master pack tracking
• Phantom pack shipping
• Shipping performance reporting
• USB scale interface

Epicor Quick Ship Epicor Quick Ship simplifies freighting and

Today’s customers have many different shipping options. shipment to customer specifications.
Epicor Quick Ship, a multicarrier shipping software for
Kinetic, streamlines domestic and international shipping
processes to help you meet your customers’ demands. Epicor Warehouse Management (WMS)
Epicor WMS leverages Kinetic, mobile ID data collection,
From rate shopping at order entry to manifesting your and wireless communications to seamlessly link your
domestic or international shipments, Epicor Quick Ship warehouse with your order processing and manufacturing
communicates with various carriers and helps provide operations—optimizing your pick, pack, ship, and
the information about that shipment back to the ERP receiving processes.
platform. As part of the shipping function, Epicor Quick
Ship prints labels, bill of ladings, and export documents Functionality includes:
to be included with your shipment.
• Bin management
Capabilities include: • Warehouse team creation
• Fulfillment workbench
• Support for multiple carriers/account • Allocation template
numbers in one system • Wave picking
• Rate Shopping • Cross-dock tracking
• Data Mapping Tool • Paperless picking
• Bill of Lading Generation • Queue management
Supply Chain Management | 37
Epicor for Manufacturing

Lot Tracking and Attributes serial tracked. This feature expands customers’ usage of
Help improve supply chain efficiency with full visibility attribute-tracked parts. A customer can now serialize a
of parts by lot throughout your system. Record material part number that has specific attributes.
received, keep traceable material on-hand, and maintain
detailed usage information by lot with the option to Customer-Managed Inventory
auto-generate lot numbers based on part-specific rules. Lower business risk by enhancing control over customer-
Lot trace views offer a flow chart for lots. Additional managed inventory that you store but never own.
lot attributes can also be stored for each part lot, These items can be used in the production of products
which include Batch, Manufacture Lot, Heat Number, for a customer or shipped by you directly to your
Manufacture Date, Expiration Date, Firmware Version, customer’s customer.
Cure Date, Best Before Date, etc.
Supplier-Managed Inventory
Serial Tracking Epicor Supply Chain Management allows you to designate
Serial tracking helps to ensure product traceability, material purchased as inventory you are storing as
allowing for greater control over parts within the facility. consignment inventory from the supplier. You can also
Comprehensive functionality ranges from no serial use these part quantities on jobs, and once you consume
tracking to full serial traceability of each recorded move the inventory, your company legally owns the items.
of a part and its components. Optionally, you can record
serial numbers at the outbound stage only. This is Smart Inventory Planning and
particularly useful for companies that must record what Optimization
serial numbers have been shipped to which customers Smart IP&O by Smart Software is a cloud-based reporting
and when, but have no need to undertake the overhead platform for demand planning, inventory optimization,
costs of recording serial numbers as inventory moves and supply chain analytics that helps drive sales and
around the warehouse or internal production facilities. inventory operations planning.

Serial Tracking for Revision and The platform offers a convergence of robust forecasting
Attribute Tracked Parts methodologies, optimization tehcniques, and consensus
Many inventory specialists need the ability to track serial demand and inventory planning, delivered via an easy-
numbered parts that are also revision tracked. This new to-use web interface accessible through any browser. For
feature brings the ability to set inventory-by-revision more details, check the Business Intelligence Section.
tracked and inventory-by-attribute tracked parts as

38 | Supply Chain Management

 Epicor for Manufacturing

Epicor Advanced Unit of Measure (UOM) Automated Fulfillment

Selling items with many dimensional attributes can be Automated fulfillment is the ability to develop fulfillment
complex and make it difficult to implement ERP. For automation rules that are applied during the allocation
these manufacturers and distributors, Epicor Advanced process to automatically allocate sales orders. Customers
UOM reduces the complexity of implementation by can automate the fulfillment process, leading to less
reducing the amount of configuration needed to fit these legwork for quicker fulfillment processes.
unique needs. Epicor Advanced UOM takes a simplified
approach to finding the right inventory by segmenting To greatly improve the ability of customers to expedite the
inventory with attributes such as hardness, strength, shipping of a Sales Order, Job, or Transfer, they need the
modulus of elasticity, or density. ability to automate the fulfillment process, reducing the
time it takes to get the order (Sales Order, Job, or Transfer)
Because the inventory is segmented, it is easily to the floor for picking and shipping.
located, physical counts are more meaningful, and the
business can plan inventory needs at the attribute level,
helping ensure accurate supply and demand are met.
Furthermore, Epicor Advanced UOM offers dynamic
attributes to help businesses manage conversion
between units of measure. For example, pounds or grams
to feet, meters, or each. Both the theoretical size (4 meters
length) and optional actual size (4.1 meters) can be
converted to the accurate weight measures.

There is power and efficiency in purchasing and selling

in one unit of measure while managing inventory and
production in another. Epicor Advanced UOM produces
these transactions in dual units of measure, giving greater
visibility and accurate cost throughout with the simplicity
of transacting in a number of pieces rather than counting
out the weight or meters.

Epicor Advanced Materials

Management
Epicor Advanced Materials Management enables
businesses to produce electronic requests for materials,
dispatch those materials, and track inventory movements
of all inventory—including raw materials and work
in process. Using wireless terminals and bar coding
technology, you are able to track inventory in real time
with complete control and visibility of raw materials and
work in process as it travels throughout the enterprise.

Complete functionality includes:

• Bar coding on demand

• Material handler interface
• Material movement
• Order prioritization
• Sales order allocation
• Bar code tag scanning
• Handheld capability

Supply Chain Management | 39

Epicor for Manufacturing

Epicor Wireless Warehouse

Epicor Wireless Warehouse is our handheld application
which offers a modern, intuitive user interface for
warehouse and distribution functions. The application
optimizes workflow for fast and accurate scanning,
improves time to process transactions, increases
accuracy, and reduces errors. It is compatible with the
latest scanning devices running on Android® 5 or higher
from Honeywell® and Zebra®.

Capabilities include:

• Receiving of inbound containers, purchase orders,

intercompany and transfer order receipts.

• Core warehousing functions allowing users to initiate

adjustments and movements from the warehouse
floor, conduct cycle counts, and stock takes.

• Picking of items assigned to a material queue, grab

items from the available queue, or return items back to
the queue.

• Unpicking of sales or transfer orders Epicor Wireless Warehouse application helps provide a
modern and intuitive user experience on Android devices.
• Automated workflows triggered by scan events.

• Complex sort and filter options

• Part and bin level validation

• Configurable scan validation

• PCID management including builds, splits,

and merging

• Processing of outbound shipments direct from the

device.

• Paperless proof of delivery with sign-on glass signature

and photo capture

• Delivery route optimization and navigation

Epicor Proof of Delivery

For customers only requiring the paperless proof of
delivery and delivery route navigation functions, an
Epicor Proof of Delivery app is also available as a stand-
alone subset of the Epicor Wireless Warehouse mobile
app. In addition to Android devices, Epicor Proof of
Delivery is also available for iOS devices and can be Productivity and Data Accuracy is increased for your delivery
downloaded from both Google and Apple App stores. workforce with the Epicor Proof of Delivery mobile app.

40 | Supply Chain Management

 Epicor for Manufacturing

Production Management

Whether you manufacture complex solutions or simple products, you

Epicor Job Management need strong production control in order to build a competitive advantage.
As the global marketplace continues to shrink profit margins and
customers become more demanding, businesses are looking for agile
Epicor Advanced Production
solutions that can provide the infrastructure they need to respond quickly
and efficiently. Epicor offers a comprehensive solution for make-to-
Kanban Lean Production order, mixed-mode, make-to-stock, engineer-to-order, and configure–to-
order manufacturers; including light assembly features for distribution
businesses. Modular in design, the production control suite of modules
Epicor Data Collection includes Epicor Job Management, Epicor Advanced Production, Epicor
Lean Manufacturing, Epicor Data Collection, Epicor Advanced MES, Epicor
Quality Assurance, Epicor Enhanced Quality Assurance, and Epicor QMS.
Epicor Advanced MES

Epicor Quality Assurance

Epicor Quality Management

System (QMS)

Production Management | 41
Epicor for Manufacturing

for profitability analysis. Job costing can be performed

on a job-by-job, customer, part product group, or overall
company basis.

Order-to-Job Linking
Handle one job or one delivery, one job or multiple
deliveries, blanket production runs, and internal work
orders to build parts to finished goods inventory.

New/Change Order Notifications

Verify that orders or changes don’t fall through the cracks
for viewing and selecting new orders and change orders
Epicor Job Management—Helps provide detailed from job entry. Optionally track all job changes via user ID,
information to the plant floor about every aspect of a job. date, and description.

Drag-and-Drop Interface
Epicor Job Management Simplify the planning process. Use a tree interface to
The Epicor Job Management module, in the Operations easily drag-and-drop components, operations, or direct
Core Package, is a comprehensive production control materials from another quote, BOM, or previously
solution designed specifically for the planning, routing, run job.
scheduling, costing, and tracking of goods—including
assembled, manufactured, and semi-finished products. Planned Overproduction of Assemblies
Produce and auto-receive overproduction
It includes innovative tools for better planning and costing quantities to inventory.
with historical run analysis that compares estimates to
actuals on a run-by-run basis. Epicor Job Management Yield Scrap
functionality includes: Yield Scrap--everyone has it. This functionality offers the
ability for scrap reporting at an operation to affect the
Planning Workbench estimated production quantity of subsequent operations,
Access all job-related actions in a single view—the if the scrap exceeds a predetermined scrap allowance.
creation of new jobs, changing job requirements to Some users may just want a warning, while others may
match changing demand, and allocating and reallocating want automated predefined actions.
jobs to satisfy changing customer needs. The planning
workbench allows seamless access to the scheduling Assemblies
board for more detailed job management. Produce routings, costing, and tracking of single or
multiple-level parts.
Job Manager
Quickly review the relationship between production jobs Scheduling
and demand. Make changes to the production plan to Schedule jobs based on forward, backward, what-if, finite,
accommodate new and changing demand. and infinite capacity.

Production Planners Workbench Backflush

The Production Planners Workbench is a dashboard Backflush labor and/or materials for a single assembly,
that helps provide an overview of the material shortages branch, or an entire job.
of the selected jobs. Although this information is
already available in each job, this overview gives the Job Tracker
job planner a tool to quickly gather information for Review a specific job, and check the status
multiple jobs at once. of all assemblies, operations, and materials,
including subcontract status.
Job Costing
Compare actuals to estimates online, review job costing Productivity
for materials, material burden, subcontracting, operations Track and analyze efficiency and utilization figures by
(labor/burden), and compare projected and actual billings employee, operation, work center, and department.
42 | Production Management
 Epicor for Manufacturing

Quality Control Support for Nested Product Production

Extensively track and analyze scrap, rework, and Get simplified production of nested or products of the
added operations. same material or process in the same production run.
Integration to nesting software solutions is available
Material Shortage Indicator with Epicor NestLink, a real-time bidirectional, and fully
Query material availability at the time of job entry automated nesting job integration to Kinetic.
to determine whether jobs can be started within the
scheduled time period. Part and Operation Batching
Easily link multiple operations from the same
Epicor Advanced Production part or different parts to be run either sequentially
Epicor Advanced Production deploys batching technology or concurrently.
that enables users to group multiple parts or operations
together for key production processes. The result of this Visibility of Production Batching
batching process is a single reporting entity or job for Single-source production enables full visibility and
simplified scheduling, tracking, and reporting of labor tracking of source operations and parts.
and materials on the plant floor. This functionality is
available in the job planning and resource scheduling Accurate Cost Control
functions within Epicor, with both planned and “on-the- Material and production costs can be applied accurately
fly“ grouping flexibility to end users. Additionally, users to multiple jobs as production is complete. Simplified
can select to plan operations sequentially—one operation labor entry allows plant floor employees to enter
after another or concurrently—to be complete at the same quantities for multiple parts in a single step.
time for nested operations.
Simplified Plant Floor Interface
Epicor Advanced Production functionality includes: Single reporting entity enables multiple part quantities to
be entered in a single plant floor interface, while accurate
Support For Co-Product Production labor and burden cost is accurately applied to each
Offers simplified production of co- or dependent products batched part and operation.
in the same production run.
Concurrent or Subsequent Flexibility
The user can select to either link parts and operations
subsequently (to be run one after another) or concurrently
(at the same time).

Single or Multiple Operations

The user can select either a single operation for linking or
to link an entire job.

Extend Co-Part Functionality for End

Activity, Time Entry
For many production managers using the co-part
functionality in the job application, the ability to
address both the main part and the co-part as equals
in all respects, including reporting of scrap and non-
conformance, has been a desired capability for a few
years. This use case is specific to co-parts being different
part numbers.

This new feature gives managers the ability to report

scrap and non-conformance against the co-part
(secondary part), not just the primary part. For example, if
something goes wrong with the tooling of the secondary
part, customers can now scrap that part (i.e. part number)
separately from the primary part.
Production Management | 43
Epicor for Manufacturing

Kanban Lean Production Real-time Stock Replenishment Kanban

With increased global competition and the demands of an Move inventory as it is needed in a particular manufacturing
online supply chain, customers more than ever before are cell, shipping area, or customer consignment location with
demanding greater product flexibility, smaller and more the real-time stock replenishment Kanban, using automatic
frequent deliveries, and higher product quality—all at the triggering of stocked inventory.
lowest price. A component of the Epicor Job Management
module, in the Operations Core Package, Lean Production Real-Time Purchase Kanban
gives you the specific functionality your organization Use the real-time purchase Kanban to replenish directly
needs to meet these challenges and optimize your from the supplier and notify purchasing that a stock
plant floor operations, including the adoption of Lean replenishment is required. Automatically send an e-mail
Manufacturing Kanban functionality to pull rather than to the supplier requesting additional inventory against
push products through the manufacturing process. an open purchase contract. Inventory can be received to
the main stores, or directly to the production floor. Real-
Lean Production functionality includes: time purchase Kanban automates the replenishment of
material from vendors and helps provide for visibility of
Manufacturing Without Work Orders current supply requests.
Epicor embedded Kanban functionality (i.e., a signal to
manufacture or move product) offers the functionality Automated Material Flow
required to manage several types of systems for Kanban Authorize supplying cells to make a predefined quantity
control. As inventory levels or order demands require of an item being “pulled“ by using operations.
additional product, Kanbans—such as manufacturing
real-time Kanbans, manufacturing flow Kanbans— Measurement of Production Activity
purchase real-time Kanbans, and stock replenishment Against Lean Performance Metrics
Kanbans, are automatically requested. The Kanban Use the Production Activity function to capture
manages the stocking and order demand for parts production data automatically through manufacturing
flagged as needing Kanban control. User-defined rules center transactions. The data you capture through this
enable parts to be flagged for Kanban control at the part, process can then be analyzed as needed against any lean
warehouse, or individual bin or cell location level. performance metrics you define.

Cell-Based Inventory Lean Metrics

Manage, plan, and replenish materials within a cell. Indicate lean metrics by period, day, week, resource
group, even free form parameters such as seasonal. Use
Real-time Manufacturing Kanban the Production Activity tracker to dynamically evaluate
Eliminate work orders and reduce on-hand inventories, the production activity for each resource group against
as parts are electronically triggered for replenishment as the lean performance metrics you have established for
needed with real-time manufacturing Kanbans. Instead your manufacturing processes.
of planning for each order that is processed, parts are
pulled through production as inventory or cell stocking Support for Hybrid Approaches to Lean
levels fall below minimums. The cell is visually queued to Employ a phased approach to implementing lean
produce based on the Kanban quantity for the part at its practices for tracking material, MRP, and Kanban in a mixed
warehouse, bin, or cell location. environment. By offering manufacturers the choice, at
the part location level, of how the part will be managed,
Manufacturing Flow Kanban manufacturers can more easily migrate to lean processes,
View future demand to dynamically calculate future while synchronizing MRP and Kanban execution.
replenishment Kanbans with the manufacturing flow
Kanban. This gives downstream cells and suppliers Epicor Data Collection
visibility into future demand (although the actual Kanban Epicor Data Collection (formerly known as Epicor MES) is
events may differ during execution). As Kanbans are acted an easy-to-use, online system for the plant floor that allows
on, the downstream demand requirement is dynamically plant-based transactions real-time visibility throughout the
updated. All cells and suppliers have up-to-date visibility Epicor solution. Epicor Data Collection enables accurate
of future demand. labor reporting, as well as online transaction tracking,
which helps provide management with a real-time picture

44 | Production Management
 Epicor for Manufacturing

of what is occurring on the plant floor by employee and job. Quality Reporting
It also allows users the flexibility to design their own forms Capture rework and scrap reason codes, along with
to drive even further actions within Kinetic. Integration miscellaneous employee comments from the plant floor.
with Epicor Job Management, Scheduling, Epicor Quality Use the Epicor Quality Assurance options to report setup
Assurance, and Epicor Advanced Materials Management inspection, first article, piece counts, and more.
eliminates dual entry and helps provide online, real-time
views of the latest plant floor scheduling priorities. In Shop Warnings
addition, an integration with the Epicor Document Attach Shop warnings appear in various locations throughout
Tool allows plant floor access to needed documentation, the system when certain conditions exist or certain events
such as product drawings, process documents, and occur. They are intended to keep supervisors informed of
multimedia videos. a job’s status or an employee’s performance.

Complete module functionality includes: Grace Periods/Multiple Shifts

Manage clock-in and clock-out periods with adjustments
made for user-defined grace periods. Accommodate split
and staggered shifts.

Trackers in the Plant

Users can access online trackers on the plant floor
from within Epicor Data Collection. Job Tracker, Order
Tracker, Customer Tracker, Shipment Tracker, and
more, available based on login and secure access. Shop
Tracker shows who’s here, who’s not here, current work
Epicor Data Collection simplifies collection of operator center activity, as well as user-defined alert conditions
data and optimizes production with production queues. from the plant floor.

Shipping and Receiving

Flexible Data Entry Technology In combination with the Epicor Advanced Materials
Use touchscreen, mouse, bar code, or keyboard Management module, maximize responsiveness in the
interface to update labor information from the plant warehouse with Shipping and Receiving functions from
floor. Eliminate data entry mistakes and increase within the Epicor Data Collection module.
transaction speed by simply scanning a bar code tag to
complete a transaction. Epicor Inventory Management
In combination with the Advanced Material Management
Work Queue module, maximize responsiveness in the warehouse with
Provide employees with prioritized work schedules and Inventory functions such as adjustment, material issues,
make information directly available to the plant floor. and physical inventory counts from within the Epicor
Epicor Data Collection is optimized for use on the plant Data Collection module.
floor with the ability to select multiple operations for
work at the same time, full sheet views, views specific Material Handling
to current, available, or expected work, ability to target In combination with the Epicor Advanced Materials
work based on TAKT, pieces, hours, and setup group Management module, maximize responsiveness of
designations, and advanced search capabilities. material handlers with material move queues. Give
operators the ability to request in-process WIP moves of
Multilingual Data Collection product from one location to another, maximizing control
Display the Epicor Data Collection screens in the of in-process products while reducing delays.
employee’s primary language.
Additionally, move WIP products into inventory storage
Distributed Hours locations or stage WIP at the next resource based
Automatically split labor hours across multiple jobs being on available space and time. Quickly and accurately
worked on simultaneously by an employee. Likewise, split identify WIP and inventory containers with system
resource or machine hours when two or more employees generated bar codes.
work on the same resource.
Production Management | 45
Epicor for Manufacturing

Epicor Advanced MES Usability

Staying competitive isn’t easy in today’s evolving Epicor Advanced MES collects production data
manufacturing space. How do you increase efficiency and automatically—no more manual data collection to worry
reduce costs while still complying with your customers’ about. Operators use touch-screen technology to add
requirements? That’s where Epicor Advanced MES depth and dimension to the automatic production data,
comes in. Epicor Advanced MES utilizes Industry 4.0 so you get a clear picture of the what, why, and when of
technology on the shop floor—such as cyber physical downtime, cycle time, quality, and scrap. Operator help
systems and Internet of Things (IoT) sensors—to help calls with automatic routing and notifications empower
you gain the competitive advantage you need, both employees to respond quickly, improving productivity.
now and in the future.
Monitoring, Data, and Communication
Kinetic manufacturers use Epicor Advanced MES to The shop floor is a real-time environment—your MES
improve quality, reduce scrap, help ensure on-time should be too. Epicor Advanced MES has real-time
performance, and boost production throughput. It’s all automated alerts, notifications, escalation, and other
about improving production execution and performance communications, so the people who need to know are
efficiency to help you gain a competitive advantage. in the know when it matters the most—immediately,
so they can take action to correct a problem, or
Epicor Advanced MES collects data directly from improve performance on the spot. Automated alerts
equipment on the shop floor in real time, minimizing include machine conditions, cycle, process variations,
inaccurate and time-consuming manual data collection. efficiency, and scrap.
With information instantly in your hands, you can
anticipate and solve production problems before Ticketing and Workflow
they happen. Real-time insight helps you pinpoint Next Gen Andon allows your team to capture issues and
critical issues, reduce waste, and improve quality set priorities across any areas that are important to your
and customer service. organization. Common areas that our customers are
tracking include non-conformance reporting (NCR), safety
incident tracking, downtime, quality issue follow-up, and
warehouse escalations. Issues can be either automatically
triggered based on rules and parameters you have
established, or can be manually initiated as desired.
Emails and text messages can be triggered when new
tickets are created.

Statistical Process Control and Statistical

Quality Control
Statistical process control (SPC) and statistical quality
control (SQC) with Epicor Advanced MES use real-time,
automatic data to help you respond to production
Epicor Advanced MES—Automatically collect and report conditions to prevent making bad parts. SPC and SQC
the status of Jobs on the plant floor in real time. use factual data to enable consistent results without
constant oversight. They compare cycle time and process
data to control the limits you set—providing rich, instant
Epicor Advanced MES functionality includes: information to machine operators, quality and reliability
engineers, and maintenance professionals.
Deploy Your Way
Epicor makes it easy to get there–Epicor Advanced MES Any machine that feeds production and process data
runs on current Microsoft Windows® Server with SQL into your Epicor Advanced MES system can benefit from
Server. Epicor Advanced MES has the industry know-how the Epicor Advanced MES SPC and SQC capabilities. It’s
to connect to or get a signal from any kind of machine, capable of receiving any kind of data from machines—
no matter how timeworn or modern, and the system cycle time, temperature, pressure, weight, dimensions, or
uses machine interface units (MIUs), open connectivity any other kind of measurement. Set and record process
protocol (OPC), programmable logic control (PLC), and parameter control limits for each attribute, and specify
personal computer (PC) interfaces. sampling criteria. The system automatically administers
46 | Production Management
 Epicor for Manufacturing

data samples and alerts for out-of-spec conditions. It Epicor Quality Assurance
applies statistical analysis to process conditions, so Extending your solution with the Epicor Quality Assurance
operators get an alert—even before things run out-of- module helps ensure that you gain complete visibility
spec—that something is trending negatively. into your quality operations from a top-down view to
the individual item level. This allows you to tie together
Digital Twin all quality functions, whether it’s scrapping end parts,
Digital Twin is a versatile tool that pulls data from IoT rejecting raw materials, or tracking first article inspections.
devices to produce a visualization of all your shop floor Accurate costing demands that products moved through
data. A digital twin is a representation of a physical quality accurately reflect their value and are removed
system, recreated in software. Our Digital Twin system for from the appropriate work in progress. Additionally,
manufacturing is built on top of your Epicor Advanced Epicor Quality Assurance includes processes for supplier
MES solution and is used to monitor processes, detect returns, with links to Accounts Payable for automated
downtime, and predict performance. debit processing—closing the loop on traceability of
products in and out of quality within the plant. Inspectors
Using the Epicor Advanced MES ABLE Digital Twin have queues of items to inspect with full disposition and
application's replay mode, you can go back in history corrective action follow-up, while plant floor employees
and visually review information to see what caused an can easily flag parts as nonconformant.
issue that occurred earlier in the day. Armed with factual
information, manufacturers will be in a better position to Epicor Quality Assurance functionality includes:
implement continuous improvement programs to help
improve efficiency on their shop floor. Collaborative Quality
Collaboration among the right resources to improve
Visibility, Reporting, and Analysis quality often means redundant communication and
From the top floor to the shop floor, it’s important to events. Using Epicor Collaborate with quality groups
know how your business is performing at all times. That’s enables quality events to be resolved faster, and long-
why Epicor built a powerful, out-of-the-box reporting and term quality improves as a result of this collaboration.
analytics system that produces important information in Quality no longer needs to be an isolated department.
easy-to-digest dials, graphs, and charts. Epicor Advanced In collaboration with engineering, production, and
MES scoreboards and displays empower your employees sourcing, quality naturally improves. Cost of quality is also
to take action and make improvements instantly, without reduced dramatically.
having to wait for days or weeks to find out how they’re
doing, or if they face machine or tool problems. Inspection Workbench
Monitor WIP, review all inspections in priority and
Whether it’s regarding maintenance, quality, or automatically take action on those requirements from
other operations, stakeholders have facts in-hand to the inspection workbench. Inspectors move passed parts
support their recommendations, and leaders have back to jobs, and failed parts into discrepant material
what they need to understand tradeoffs, from every report (DMR) processing, or they simply scrap them.
angle. Epicor Advanced MES paints a comprehensive
picture of production. Nonconformant Records (NCR)
Prepare a nonconformant record (NCR) for all
Schedule Optimization nonconformant parts. From a job, shop floor employees
Epicor Advanced MES helps the plant change instantly automatically generate an NCR when they scrap an end
based on new requirements, with a click-and-drag part or raw material. Inventory personnel generate an
production schedule. Or, you can watch the schedule NCR when they scrap parts from inventory.
update and adjust automatically based on actual
machine speeds, production counts, equipment status, Non-Netting Bins
conditions, or job specifications. The system makes it Use non-nettable bins to keep parts undergoing
easy to plan by showing resource availability based on inspection or on-hand quantities.
machine/part/ tool compatibility, and optimal plans
based on prior part performance. What-if analysis Discrepant Material Report (DMR) Processing
combines with built-in machine capacity planning and After failing inspection, generate a DMR to help provide
labor and material forecasting to enable better planning. the material review board (MRB) with an online queue of
Epicor Advanced MES supports Kanban scheduling. parts that need to be dispositioned.
Production Management | 47
Epicor for Manufacturing

Corrective Action In essence, Epicor Enhanced Quality Assurance gathers

Develop and track all preventive and corrective actions the data and makes it available to help ensure that your
online. With due dates, audit sign-offs and unlimited next audit goes smoothly.
comments, corrective actions help provide for follow-
up of quality issues. Inspection Plan
Build inspection plans that utilize specification lists and
Material Review Board (MRB) inspection attributes. Define unique business inspection
Disposition parts by an MRB after they fail inspection. attributes or characteristics. Attributes can be numeric,
Online documentation helps provide an audit character, date, check box, combo box, or comments. Sets
trail of MRB actions. of attributes define test plan inputs with additional criteria
including minimum and maximum values expected, as
Cost of Quality well as combo box choices and document attachments.
Generate cost of quality reports to identify how much For optimum control, each specification list is revision
quality problems are costing you, whether parts are controlled. Inspection plans use embedded configuration
scrapped from inventory, a job, or receipt inspection. capabilities to build input screens tailored to each unique
test plan, and lay out fields and data to match quality
Packing Slips department expectations. Default documents can be tied
Print a customizable packing slip for all parts returned. to the inspection plan. For optimum control, each test
plan is revision controlled.
Debit Memos
When you generate a debit memo in DMR processing, it is
automatically tied to accounts payable.

Audit Trails
View inventory transaction details occurring in
inspection and DMR processing with the material
transaction detail report.

Certificates of Compliance
Businesses are increasingly requiring detailed compliance
documentation. Depending upon the industry, this
documentation is commonly referred to as Certificates of
Analysis (COA), Certificates of Quality (COQ), or Certificates
of Compliance. To help manage this documentation,
Epicor includes the ability to check for Certificates of
Compliance at receiving of materials from suppliers,
receiving of in-process parts from outside operation
suppliers, and before shipping products to customers.

Epicor Enhanced Quality Assurance

Traceability and audit of quality data drives businesses to
develop “systems,” many times paper-based, to support
the collection and use of quality testing data. Epicor
Enhanced Quality Assurance is designed to extend base
Quality Assurance with support for the management of
controlled test plans along with the results for products,
groups of products, processes, and other testing.

It offers the ability to define testing elements or attributes,

as well as lists of attributes to test which can be used
to measure against testing results for pass/fail decision
criteria. It includes the data used for Statistical Process
Control (SPC) and is easily accessed to build SPC analysis.
48 | Production Management
 Epicor for Manufacturing

Flexible Inspection Plan Configuration Real-Time Quality Analysis

In addition to the dynamic nature of the inspection Whether responding to a bad test result immediately
plan (i.e. results entry form is dynamically built based with Epicor BPM (alerting a quality manager about a
on the tied specifications list), multiple inspection critical result), performing trends analysis or responding
plan/specification lists sets can be tied to a part, to an auditor request with data pulled from a Business
operation, or equipment. Activity Query, or reviewing supplier performance using
analysis cubes and dashboards, all the data you need is
This flexibility supports requirements for standardized test available with a robust tool set supporting your unique
plans to sit alongside product or product-group-specific business requirements.
test plans, with results entry and collection of data for
both during inspection. Complete functionality includes:

Flexible Results Collection • Statistical Process Control (SPC) data

Collect and store results data for each sample alongside • Returned Material Authorization (RMA) inspection
appropriate job, part, inspection plan, serial number, lot • Data collection enabled
number, purchase order data, and more. Results data can • Serial and lot traceability
be used to produce compliance documentation and is • Inspection collect results location
available for audit purposes online through the Inspection • Inspection Data Tracker
Results Tracker.
Epicor Quality Management
Support for Inspection Types System (QMS)
Make first article inspections and store results for Epicor QMS is a cloud-based adaptive quality system
audit and analysis. Tie inspection plan/specification that enables manufacturers to optimize critical quality
combinations to an operation to trigger results entry for processes that deliver a clear business advantage for their
the operation during collection of data on the plant floor. organization. Epicor QMS enables customers to optimize
Perform receiving inspections on parts subcontracted to the critical quality processes that drive product and
a specific supplier. Track results and generate supplier service excellence and deliver a clear business advantage
performance metrics with data from sample results. for their organization.

Skip Lot Cycle Definitions The Epicor Base QMS Solution is foundational, and
Optionally categorize and setup cycles for receiving includes capabilities and processes that drive the most
inspection with skip lot logic that follows optimum critical and fundamental quality management programs.
frequency of inspections for suppliers. Whether inspecting The Base QMS Solution can be augmented with individual
all lots or inspecting one and skipping the next ten lots, or multiple solutions that bring new functionality to meet
skip lot helps ensure that quality control manages the specific QMS, EHS, and compliance needs.
frequency of inspection.
Capabilities include:
Resource Calibration Test Plans
Used in conjunction with Epicor Maintenance • Nonconformance Handling
Management, Epicor Enhanced Quality Assurance • Delegation & Escalation
offers the ability to predefine inspection plans for • Corrective Action (CAPA)
resource (gauge) calibrations along with managing the • Document Control
last calibration date. • Training Management
• Risk Assessment
Training Course Management • Suppler, Materials and Chemicals
Manage employee training events for both onsite and • Receiving and Inspection
offsite training, including management of training • Release Management
costs. Assign instructors and set schedules for courses. • Change Management
Employees can be assigned appropriate courses to attend • Return Material Authorizations (RMAs)
or can request training themselves. Review employee • Complaints Handling
training with the Training Course Tracker for proof of
certification to perform work.

Production Management | 49
Epicor for Manufacturing

In addition to the base quality essentials, there is also Enterprise Risk Management
support with Epicor QMS for: Automate several key quality processes that allow
companies to incorporate risk-based thinking
Epicor Supply Chain Management into organizational planning and operational
Help ensure finished product quality with automated monitoring. Identify and objectively assess risks
control and visibility over all elements of your supply companywide and leverage risk data to drive long-term
chain, from local manufacturers to global suppliers. Track mitigation and improvement.
suppliers and materials, build qualitative and quantitative
supplier ratings, and trigger actions to improve supplier
quality and performance. Using the Epicor QMS module,
you can handle supplier related quality aspects such as:

• Supplier Corrective Actions (SCAR)

• Supplier and Material Qualification
• Supplier Ratings
• Production Part Approval Process (PPAP)

Quality by Design
Build a culture of quality, starting with step one of
the product and service design process. Analyze
product and process plans, establish metrics and
benchmarks, and track the most critical quality processes Optimize critical quality processes with Epicor QMS.
across an organization.

Capabilities include:

• Project Control (APQP)

• Product Specification Management
• Failure Modes and Effects Analysis (FMEA)
• Hazard Analysis and Critical Control Points (HACCP)
• Assets, Calibration and Maintenance

Complaints Management for Life Sciences

Turn regulatory and compliance requirements from
an obligation into a strategic advantage. Automate
complaints handling and regulatory submission in
compliance with 21 CFR Part 11 and Annex 11 guidelines.
Optional validation toolkits and services help support
ongoing compliance needs for businesses in life sciences.

Health and Safety

Move from a reactive problem-based approach and build
a culture of workplace safety with a proactive, risk-based
program that minimizes hazards in the workplace and
helps ensure effectiveness of controls.

Environmental Management
Make environmental management a strategic business
priority. Identify environmental impact targets, log
permit information, oversee waste water and emissions
management, and track sustainability initiatives.

50 | Production Management
 Epicor for Manufacturing

Service and Asset

Management

Service and Asset Management capabilities are designed to help

Service Management manufacturers and service organizations maintain equipment,
optimize customer service, and keep all technicians and customer-
Returned Material support personnel informed. We understand that your business needs
Authorization to provide quick responses to customer incidents, keep your field
operations informed and productive, and process returns quickly. Service
Service Contract and Management and Epicor FSM solutions help provide the visibility and
Warranty Management accountability your business needs. Effective enterprise maintenance
management solutions for monitoring and managing the deployment,
Epicor Case Management performance, and maintenance of company and customer assets may
be the most important tools for preventing operational surprises. Epicor
solutions enable manufacturers, distributors, and service organizations to
Epicor Maintenance save time and money by optimizing maintenance resources—improving
Management equipment uptime and maintenance as well as field staff productivity.
Epicor Field Service
Management (FSM)

Service and Asset Management | 51

Epicor for Manufacturing

Epicor Field Service Epicor Case Management

Service Management is primarily designed for Fully integrated with Epicor FSM, Epicor Case
manufacturers who bring customer assets in-house Management lets you easily access dispatching field
for repair, or have light requirements for service or activities and help provide field service representatives
installations offsite that do not require purpose-built with access to online knowledge bases, existing customer
mobile access for field technicians. You can centralize field service calls, warranty information, and service
all processes related to dispatching technicians contracts. Comprehensive contact management,
and reporting costs of service calls in the field with communication, and traceability capabilities allow
support for drop shipment of service parts directly you to efficiently manage and record all customer
to the customer site. and staff interactions across the enterprise. You can
also link documents and communication events
Returned Material Authorization like emails and calls.
Enhanced return processing offers enterprise-wide
tracking of pending returns and disposition of these
parts by a unique returned materials authorization (RMA)
number. Enter information about returns and transfer that
information to the different groups that may need to take
action—like inspection, billing, and order processing.

Service Contract and Warranty Management

Epicor Contract Management—used in conjunction with
Service Management—allows for the timely and accurate
execution of service contracts—including the ability to
generate service-level agreements with automatic billing
options. Service contracts can be established for specific
products, customers, and service-level agreements—each
with an expiration date that is automatically tracked for Epicor Maintenance Management—Maintenance technicians
easy manual look-up. The Service Call Center Workbench record events and resolution at the point of work.
allows you to add or update service orders, schedule
services, execute purchase and material planning, and
manage warranty and service contracts. Epicor Maintenance Management
Epicor Maintenance Management helps provide a
comprehensive toolset for critical production and
facilities equipment maintenance. It was designed to
address maintenance request processing, planned
preventative maintenance—according to predefined
schedules—and ad hoc break/fix maintenance processing
for a single piece of equipment. Facilities and production
equipment can be scheduled for maintenance based on
a predefined service interval, usage, time, or via manual
requests. This can include internal capital equipment,
tools, gauges, and fixtures— such as air conditioning
units, forklifts, shelving, and shop floor tools.

Eliminate manual input by creating maintenance

work orders automatically from templates for routine
maintenance—like oil changes, filter replacements,
or belt changes—to eliminate, and then complete
Epicor Case Management—Shorten service response preventative maintenance work plans. Automatically
time by collecting detailed product problem create maintenance work orders when preventative
information and using integrated features to maintenance is due. Create maintenance plans based
initiate requests to the appropriate resource. on timing or meter frequencies. Once a preventative
or regular maintenance work order is established,
52 | Service and Asset Management
 Epicor for Manufacturing

the maintenance planner can schedule equipment

downtime and trade resources and materials as needed.
Include scheduled maintenance events—such as
resource requirements—in the production schedule for
better capacity planning.When maintenance has been
performed on equipment, the operators can record their
hours, materials used, and closing remarks regarding the
repair or service. The Epicor Maintenance Management
module maintains all equipment, material, and work
histories. You can produce complete repair histories for
each piece of equipment—including parts and labor cost.

Standardized reports—such as the Maintenance Work

Order Request Report, Maintenance Work Order Report,
and Equipment List—help maintenance technicians
and managers organize and communicate maintenance
events and review histories.

Service and Asset Management | 53

Epicor for Manufacturing

Epicor Financials

Epicor Financials offers a refreshing new approach to business. A suite of

Global Engines
accounting applications built for insight, automation, and compliance
General Ledger in an increasingly global business world, it is built around a series of
“global engines” that support effective financial management and
Accounts Receivable control anywhere.

Accounts Payable Our goal is to help every business go beyond sound financial
management and control to efficiently deliver real value. Epicor Financials
ECM AP Automation gives you access to real–time fiscal information and helps provide the
modern platform you need to support business around the world.
Requisition Management
Epicor Financial Planning and
Analysis (FP&A)
Epicor Data Discovery

Epicor Electronic Reports

Epicor Payments

Credit and Collections

Epicor Rebates

Tax Automation

Asset Management
54 | Epicor Financials
 Epicor for Manufacturing

 
 


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Financials

Financial Planning Accounts

and Analysis Receivable (AR)

Powerful Extensions
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Global ent
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Epicor Financials | 55
Epicor for Manufacturing

General Ledger (GL) Cloud Business Platform

- Chart of Accounts - Advanced Allocations
- Multiple Books - Consolidations - Mobile, Browser-based Experience
- Configurable Posting Engine - Reporting Currency - Enterprise Search
- Epicor Learning
- Updatable Dashboards
- REST API Services
- EDI and B2B Integrations
Accounts Payable (AP) - Regularly Scheduled Upgrades
- Robust, Secure, Reliable
- AP Invoicing and Payments - Automated Clearing House
Environment
- Petty Cash (ACH) Payment
- Global Coverage of Microsoft Azure
- Multiple Payment - Positive Pay
Cloud Data Centers
Instruments - MICR Check Printing
- Multiple Mobile Applications

Accounts Receivable (AR)

- AR Invoicing and Payments - Lockbox Governance, Risk, and Compliance
- Electronic Interfaces - Automated Clearing House
- Multiple Payment Instruments (ACH) Payments - Corporate Governance
- 1099 Forms - Deferred Revenue - Risk Management
- AP/AR Netting Accounting - Security Management
- Payment Centralization - Interest Invoices - Global Trade Compliance
- Personal Data Protection
- PCI DSS Compliance
- ITAR and CMMC Compliance
Powerful Extensions and Automations - Epicor Identity Provider
- Multi-factor Authentication
- Mobile Time and Expense Entry - AP Automation with OCR,
- Quality Management
- Project Management AI Support
- Environmental Protection
- Asset Management - Online Collaboration
- Energy Consumption Monitoring
- Rebates - AI-driven Virtual Agent
- Sustainability
- Payroll Mobile App
- E-Commerce - UI Customization
- Tax Compliance and Personalization
and Automation - Business Process Automation
- Credit Card Payments - Automation with Global Business Management
- Credit and 1000+ External Services
Collection Automation - Country Specific Functionality Packages
- Automated Requisition - Electronic Invoices
Approvals - Electronic Reports
- Master Data Management
- Multi-lingual Data Management
- Multi-company, Multi-currency engines
Financial Planning and Analysis - Intercompany Transactions
- Financial Statements - Machine Learning Supported - Scalable, Distributed Deployment
- Excel-and Web-based Revenue Forecasting
Financial Reporting - Role-based Analytics
- Consolidation - Dashboards and Drill-Down
- Financial Budget Planning - Mobile Business Intelligence

Copyright © 2023 Epicor Software Corporation or a subsidiary or affiliate thereof. All rights reserved

56 | Epicor Financials
 Epicor for Manufacturing

Global Engines Multiple Books

Epicor Financials is built around a series of unique global At the core of the General Ledger, Epicor Financials helps
engines, which in turn support the global nature of provide flexible financial accounting representations
business today, enabling effective operations in existing through multiple book functionality, which flow all
and new markets—as necessary. the way through to financial reports and statements.
“Multiple Books“ allows the establishment of unlimited
At the heart of the Epicor solution, global engines are financial books to support a wide variety of financial
designed to add accounting agility and flexibility to your requirements, such as budgeting and forecasting,
business, while simultaneously allowing you to meet statutory and government accounting versus
the local financial and legal compliance requirements of management accounting (for example, US GAAP and
individual markets. non- GAAP, etc.), and comprehensive consolidations.
Epicor Financials helps provide the tools to seamlessly
Complete functionality includes: handle the accounting representations from your
various subsidiaries while at the same time giving you
• Rules-based posting engine a consolidated view of the one version of the financial
• Configurable tax engine truth for your organization.
• Legal numbering engine
• Multicurrency engine Key highlights and benefits of using Multiple Books within
• Rounding engine your company:

Chart of Accounts: Generate different chart of accounts

by book, post transactions to different accounts within
different books simultaneously using the posting engine.

Reporting Currency: Have a different reporting currency

tied to each book and even, if ever needed, assign a
different period calendar to each book. This flexibility
allows users with a single journal to process both the
management accounts and the statutory accounts at the
same time without the need for multiple transaction entry.

Multiple Closing Calendars: As businesses acquire new

businesses there is often a need to maintain different
calendars for “stub“ periods, or for example, up to 18
months to bring the acquired company in line with the
The General Ledger (GL) allows the entry of transactions fiscal calendar of the acquiring business. Each established
manually with the GL Journal Entry program. book can operate a completely independent fiscal
calendar as applicable.

General Ledger (GL) Calendar Adjustment Period: General Ledger has built-in
General Ledger is the heart of Epicor Financials, support for an additional year-end period to be defined
processing and posting all accounting transactions made as a part of your calendar that will be used for year-end
throughout Epicor applications, as well as entries made adjusting entries.
directly within the ledger. The information and controls
which flow from the General Ledger system enable an Chart of Accounts
organization to operate efficiently, comply with fiscal Epicor Financials allows up to 20 user-definable segments
regulations, underpin strong corporate governance, within the Chart of Accounts. These can be used for
and drive enterprise performance. This powerful GL accounting and reference purposes—giving you the
application provides the accounting controls and system ability to record, store, allocate and report on important
security necessary to help ensure the integrity of your financial data at a highly granular level. With a total of 200
company’s financial data. characters available, Epicor allows you the flexibility to
manage your financial operations exactly as you need.

Epicor Financials | 57
Epicor for Manufacturing

Advanced Allocations allows for sophisticated allocation

of cost and revenue to multiple projects or departments
or locations—ultimately to any entity represented in your
corporate financial accounting structure.

• Allocate balances or transactions using static or

dynamic calculations.
• Base allocations on Business Activity Query
(BAQ)- derived dynamic data such as monthly revenue,
help desk service calls per month, etc.
• Structure hierarchical or tiered allocations to run
sequentially in batches.
• Maintain allocation history for reuse, review,
The Chart of Accounts program allows you to have and analysis.
multiple charts of accounts, with dynamic accounting • Reverse allocations easily, when required.
segments that are customizable in the system.
Cash Management
Improve cash management through the automatic
Balance Controls handling and reporting of discounts available, payment
Epicor Financials allows users to define the frequency due dates, and payment selection methods. This module
at which balances on accounts are captured and stored. also allows you to specify the number and type of bank
Often used to facilitate the calculation of Average Daily for each of your accounts—including currency—and
Balances, this flexibility enables the user to update reconcile your bank statement with entries generated in
account balances as frequently as required by the AR, AP, and payroll. Upload electronic bank statements
organization: by hour, by day, by week, or by month. and automatically reconcile them with transitions in
the Epicor Financials system as well as performing
Consolidations and Eliminations manual allocations.
Epicor Financials meets the needs of businesses today
through integral financial consolidation at either a
summary or detailed transaction level, providing the
flexibility to consolidate from different books and/or
companies within a defined relationship.

• Merge balances (and underlying transactions) from

one or more books into a single consolidated view of
financial information, from which financial reports may be
prepared, while at the same time creating the supporting
elimination journal entries as a result of the process.
• Re-measure accounting transactions and financial results
based on the differences in the consolidated currencies
using differing rates types (e.g., spot, fixed, etc.).

Advanced Allocations
Automation and control of repetitive processes is one of
the major benefits of using the Epicor Financials Suite.

Advanced Allocations automatically computes cost and

revenue allocations along with the resulting journal
calculations, streamlining processes, increasing relevance,
and improving accuracy. This results in shorter close
cycles and more accurate financial statements.

58 | Epicor Financials
 Epicor for Manufacturing

Complete Cash Management functionality includes: The new Debit Note will remain as an open receivable
until matched to a credit memo or subsequently paid. In
• Bank statement processing addition, Debit Notes sent by customers can be recorded
• Fuzzy logic automated reconciliation independently of the cash receipt process—for example,
• Soft formats for EFT electronically received payments. They can then either be
• Petty cash management applied or produce an unapplied cash value.
• Cash flow dashboards
• Credit card processing Interest Invoices
• Integration with industry-leading providers Generate and apply interest invoices to manually charge
• Supports industry standards to reduce fraud an interest amount to an overdue or late-paid invoice.
• Flexible configuration Select a customer and choose the single or multiple
• Transaction flexibility invoice lines against which to generate the interest
• Reauthorize reservation transactions invoice. Additionally, finance charges on invoices can be
• Transaction reports generated against a customer’s overdue invoice balance.
Users have the ability to include or exclude the impact of
credit memos when calculating finance charges.

Multiple Payment Instruments

Track the different types of credit instruments such
as Promissory Notes and post-dated checks and their
corresponding status, from initial generation or receipt
through to clearance/ settlement. Track the movements
of the payment instruments and generate status change
updates within the Accounts Payable and Receivable
applications. These changes can be reflected in the
General Ledger to properly record the financial status of
the asset or liability. You can track how your customer
credit is maintained through the life of the payment
The Aged Receivables Report has multiple instrument, reflecting the available credit based on the
parameters and it helps provide a detailed overview status and final settlement of the payment instrument.
on the outstanding customer invoices. By using this functionality, you can be confident that
complex, settlement-related taxes are correctly handled
when payment is made via payment instruments.
Accounts Receivable
Accounts Receivable (AR) helps provide a comprehensive Invoice Logging and Numbering
set of tools to manage your invoicing, credit, cash Logging allows the recording of invoice details with
management, and customer management needs. With applicable input tax while the invoice is in the process
Accounts Receivable, you know who is buying what and of review and approval. This allows you to reclaim the
who is paying their bills on time. input tax in a timely fashion, where confident practices
are allowed. When an invoice is created, users have
Invoice Entry the flexibility to allow the system to automatically
Enter multiple shipments for an order on a single invoice, generate invoice numbers, or you can manually enter
and write unlimited comments. Invoice entry supports numeric or alphanumeric invoice numbering schemes at
advance/ progress billing deposits, credit memos, and the invoice type level.
standard invoices.
Aging Information and Customer Reminder
Debit Notes View aging information on the screen or print it in one
Record Debit Notes (Chargebacks) sent from the of several formats. Accounts Receivable offers Customer
customer. Debit Notes may now be entered as part of the Reminder features that allow companies to track the
AR cash receiving process, and will then have their value history of their customers’ AR balances, together with the
applied as part of the settlement process. The Debit Notes option to issue them user-defined reminder letters.
may be related to specific invoices or remain unassigned.

Epicor Financials | 59
Epicor for Manufacturing

Automatic Finance Charges

Finance charge invoices can now be generated against
a customer’s overdue invoice balance. These finance
charges are automatically calculated based on rules
defined within the Finance Charge Maintenance program.
The charges can also be reviewed before they are posted.

Bill-To Customer
Epicor Financials provides the ability for a customer
to maintain a list of allowed Alternate Bill-To (Alt-BT)
customers, optionally with one set as a default. This
will default onto the Quote/Order/Direct Invoice and
can be changed by the user to a different authorized
bill-to customer prior to posting the invoice. If no
alternates have been set up then the Alt-BT customer
is the sold-to customer (but using the ‘Bill-To
address’ on that customer).

Manual Selection of Invoices

A manual selection option to get Invoices and Recurring
Invoices is available within Invoice Entry. This allows
the selection of particular or multiple invoices or
recurring invoices for posting, instead of selecting all
available items at once. Settlement Currencies
You can record currency gains and losses at the time of
Credit Manager Workbench settlement. Through this functionality, you post amounts
Easily view all credit-related information surrounding correctly when you invoice in one currency but are paid
a customer. The credit manager workbench provides a by the customer in another currency.
single point from which to manage credit status, order
credit status and account management, with drilldown to Settlement Discounts
all associated information. The application contains two methods for handling
early settlement discounts on sales and tax values. The
National Accounts settlement amount is taken by the customer on the AR
The National Accounts (HQ Accounts) feature provides invoice. The potential discount is then included in the tax
the ability to include customer relationships, either values calculated for VAT.
hierarchical or the more traditional parent/child type,
within Accounts Receivable. This functionality allows Terms and Conditions
customers within a National Account group to accept Epicor supports all of the most common business
invoice payments from any customer within the practice terms and conditions within Accounts Payable
relationship. The functionality also permits extensive and Receivable. This feature also affords great flexibility
credit checking across the National Account group with for the definition of creative receipt and payments
credit available to be split across levels with or without terms within countries where this functionality is not
variable pooling. necessarily demanded but may offer a competitive
advantage. Terms and Conditions are user defined,
Flexible Tax Engine but typically include; End of month plus n days, End of
Epicor Financials contains a feature-rich flexible Tax following month, Specific due dates in a month, 2% 10
Engine which allows businesses to configure Epicor days and Net 20 days.
applications for local and international financial reporting
standards, as well as unique local tax jurisdictions. Electronic Report Formats and Transmission
Tax tables within the Tax Engine include the ability Submit various legal reports electronically, which are
to define or override rate effective dates. The Sales based on existing reports such as the EU Sales List,
Tax Register lists invoice totals and tax amounts by Intrastat and Tax Reporting. You can then reformat generic
customer for codes on file. reports to meet your local requirements.
60 | Epicor Financials
 Epicor for Manufacturing

Complete functionality includes: Invoices, Debit Memos, Payments

Record and post all payables instruments easily, including
• Cash receipts supplier or vendor vouchers and invoices, debit memos,
• Interest invoices automated check runs, and manual payments
• Invoice GL account definition
• AR transaction adjustments Payment Instruments
• Deferred revenue Track the different types of credit instruments such
• Consolidated invoicing as Promissory Notes and post-dated checks and their
• Automatic credit holds corresponding status, from initial generation or receipt
• Invoice/statement forms through to clearance/settlement. Track the movements
• Invoice-based sales commission payment of the payment instruments and generate status change
• Multi-format sales analysis updates within the Accounts Payable and Receivable
• Credit card management and authorization applications; these changes can be reflected in the
• Settlement currencies General Ledger to properly record to the financial status
• Settlement discounts of the asset or liability.
• User-friendly invoice and customer tracker
• General Ledger interface You can track how your customer credit is maintained
• Cash management interface through the life of the payment instrument reflecting the
• Reconciliation report available credit, based on the status and final settlement
of the payment instrument. By using this functionality,
Accounts Payable you can be assured that complex, settlement-related
Accounts Payable (AP) allows you to enter supplier taxes are correctly handled when payment is made via
invoices for purchases that you make, and then generate payment instruments.
payments for the invoices you want to pay. The system
can generate payments for all invoices due, those for Bank Electronic Payments
a particular supplier, or only for specific invoices. If a The ACH functionality in Epicor Financials helps to
supplier calls you to discuss an invoice, you will have automate cash flow between your bank and the banks of
complete information at your fingertips, and that history strategic suppliers and main customers. Electronic Fund
can be kept indefinitely. Transfers (EFT) through ACH contribute to eliminate check
fraud to a great extent.
AP allows you to update both purchase orders in
Purchase Management as well as actual job costs. The ACH functionality is currently only available in
Adjustments are created if the purchase price does not the U.S. and Canada. The standard (domestic and
match the invoiced price. With AP, you will know how international) and the Wells Fargo formats are not
much you owe and when it is due. licensed and available for all users. It works with the

Epicor Financials | 61
Epicor for Manufacturing

Positive Pay capability in Epicor Financials, supporting AP Terms and Conditions

the Bank of Boston, Chase, Fleet, Union Bank, and Epicor supports all of the most common business
Wells Fargo systems. practice terms and conditions within Accounts Payable
and Receivable. This feature also affords great flexibility
By customizing the standard formats, it is possible for any for the definition of creative receipt and payments terms
users to maintain and update the automated payment within countries where this functionality is not necessarily
mechanism easily and quickly, decreasing the time and demanded, but may offer a competitive advantage.
cost needed for professional services. Multiple banks
are supported, allowing businesses to further reduce Complete functionality includes:
costs by using different banks for the domestic and the
international transactions. • Recurring entries
• Deferred expenses
The ACH functionality supports direct debit • Voided numbers
operations that allow your company to collect either • Online cost updates
single or recurring payments from your customers • Exchange rate at payment entry
in an automated way. • Supplier tracker
• Supplier statements
ACH is compatible with the Epicor Payroll module, so • General Ledger interface
transfers to employees, such as expense reimbursements, • Cash management interface
government benefits, tax refunds, and interest payments • Checks
are all fully automated. • Electronic funds transfer (EFT)
• Multiple remit-to
Relationship Chart for Procurement • Three-way match
The first dynamic chart of its kind is introduced in Epicor
Financials, a new relationship map, helping finance
experts to review transactions in a more structured and
visual way. This lets viewers see a high-level overview of
complicated purchase transactions, saving them time by
not having to look at each entry separately.

The new relationship chart offers increased transparency,

shows the links between orders, invoices, and
payments, lets these be one-to-one or one-to-many,
and includes partial payments or multiple invoices
against a purchase order. ECM AP Automation powered by Epicor ECM offers a
workflow-based invoice recognition and transaction creation.

ECM AP Automation
Epicor ECM captures and automatically processes your
AP invoices from multiple inbound sources, including
existing document scanners or multifunction copiers.
Invoices are automatically routed for two-way and three-
way matching workflows and approvals.

• Automatically capture and process vendor invoices

• Improve accuracy with automated data matching
• Speed procure-to-pay processing time
• Invoice approval anytime, anywhere
• Improve vendor setup and management
Visual representation of invoices, payments, • Enhance visibility and control of the AP process
and shipments in the AP Invoice Tracker. • Electronic document storage helps ensure safety and
security of all files in the event of a disaster
62 | Epicor Financials
 Epicor for Manufacturing

Epicor Advanced Requisition Epicor FP&A is a robust FP&A solution which covers
Management (ARM) financial reporting & analysis, budgeting, planning,
Stay on budget and manage spend limits with automated forecasting, and consolidation in a single, easy-to-
processes and flexible multi-dimensional approval use tool. There are 4 different packages within Epicor
workflows—utilizing Epicor ARM. Epicor ARM was built to FP&A to choose from that cater to small, medium, and
extend the requisition and purchasing functions within large companies. It features both an Excel add-in and a
Epicor Financials. It has tight real-time integration hooks web-based user interface. It is modular and starts with
with your system, giving your staff a seamless experience financials but comes with add-on modules that can be
when it comes to the Epicor Financials data that Epicor added to its base package to extend the scope of data
ARM uses and the transactions it creates. included beyond just financials.

• All or part of the inventory items can optionally be Spreadsheet Server by insightsoftware is a popular,
available in the Epicor ARM catalogue performant Excel-based financial and operational
• Purchase requests can be processed for Epicor jobs reporting solution with an Excel add-in. Spreadsheet
and projects Server can access multiple databases, even from different
• Non-inventory requests for goods and services are regional cloud data centers across the globe. It utilizes
linked directly to GL accounts including budgets and GL the Change Data Capture capability built in to Epicor
splitting ability Financials to get the latest data changes since the last
• Epicor suppliers and preferred suppliers are supported refresh, making it to a fast, near real-time reporting
including integration with their online catalogue or web solution both for cloud and on-premises systems.
store
• Multiple location and multiple company requisitions
are supported
• Purchase Orders, Transfer Requests, Receipts, and
Accounts Payable Invoices are automatically generated
within Epicor
• Easily produce a Request for Quote (RFQ) for suppliers
to invite them to bid on your purchase request
• Access or ‘punch-out’ to a supplier's web store and add
items to the supplier's shopping cart

Financial Reporting and The new Finance Content Pack in Grow

Budget Planning delivers data visualization, charting, and
Epicor is investing into the financial reporting and dashboards on key finance metrics.
analytics solutions to meet the business needs of our
customers. Epicor Financial Planner has become an
organic part of the Epicor-owned financial reporting and Grow, an Epicor Solution
budget planning solutions. Epicor Financial Planner is Grow is a state-of-the-art Business Intelligence solution
now rebranded to Epicor Financial Planning and Analysis, built into Epicor Financials, empowering everyone in the
or Epicor FP&A for short, following the well-known finance team with data-driven decisions. This is a no-
industry terminology, aspiring to be the flagship product code, full-stack solution that anyone can use to visualize
in the portfolio. and explore any data in or outside Epicor Financials
in minutes. Grow provides endless dashboarding
Epicor offers multiple products for financial reporting, possibilities for your citizen analysts.
enabling all businesses of different types and sizes to
select their best option. All these solutions support both Grow is equipped with a Finance Content Pack, giving
on-premises and cloud-deployed systems, helping our you a high-level, visual overview on the most important
customers to travel through the journey of migrating their finance Key Performance Indicators (KPIs). It does not
on-premises system to the cloud exactly when required deliver financial reporting, financial statements, drill-
by their business. down to data, or budget planning.

Epicor Financials | 63
Epicor for Manufacturing

Epicor Financial Planning and Analysis (FP&A) • Allocations

Epicor FP&A is a well-liked and highly recommended • Eliminations
solution for financial planning and analysis. This cloud- • Single and unified platform for end-to-end process
based solution for financial reporting, budgeting,
planning, forecasting, and consolidation offers two
interfaces for its users – Web and Excel. Despite being
in the cloud, Epicor FP&A can connect to ERP systems
deployed on-premises or in the cloud.

The focus of Epicor FP&A is delivering best practices

to finance users of the make, move, sell markets, and
offering quick time to value. Epicor FP&A, as a solution,
understands that the journey to the target operating
model of co-piloting the business requires, at the very
least, that finance has a granular understanding of their
performance. As a reporting and budgeting tool, Epicor
FP&A gives you that data granularity. You get powerful
drill capabilities that lets you dig into journal transactions, Epicor FP&A is a robust financial budget planning and
and further down to invoice trackers. reporting solution both with an Excel add-in and a web-
based view, especially good at tackling very complex
It is a tool that has a built-in understanding of your calculations and scenarios, e.g. consolidations.
ERP structures making it easier to get started with
your reporting, budgeting, planning, and forecasting
transformation. At the same time, it offers you the Epicor Data Analytics Financials
flexibility to configure your Charts of Accounts set up in a Epicor Data Analytics is a fully cloud-based product
way that reflects the way you report and budget. with a web-based interface, available from any modern
web browers, supporting both cloud and on-premises
All implementations of Epicor FP&A utilize the crawl-walk- deployed systems. Epicor Data Analytics is primarily a
run approach. The implementation typically begins with Business Intelligence (BI) solution covering all business
financial data to get the users up and running quickly. You areas of the ERP system. However, the two latest modules,
can then extend your scope of data to Sales, AR, AP, HR, namely Epicor Data Analytics Financial Statements and
and other operational data as you get comfortable and as Epicor Data Analytics Budgeting and Forecasting, provide
your need arises. an easy-to-use financial reporting solution with the single
source of truth, fully integrated to Epicor Financials.
Here are samples of its rich capabilities. This is not an
exhaustive list. Epicor Data Analytics Financial Statements allows
financial experts to create their most important financial
• Baseline prompt when creating reports reports without a hassle, such as Income Statement,
• Powerful processing power for generating, - modifying, Trial Balance, Balance Sheet, Cash Flow, and more.
and updating reports Reports can be produced, customized and shared in
• Includes out-of-the-box reports and budget sheets the web-based user interface in minutes. Exporting
• Powerful drill functionalities financial statements in Excel format makes the additional
• Superior formatting capabilities calculations easy. With the security setup assigned to
• Use of dimensions in reports each GL account or dimension, the department, cost
• Excel and Web reports center, and other business leaders can review their own
• Pragmatic budgeting workflow areas and manage their own P&L, respectively. The
• Machine learning powered Budgets and forecasts reporting process is democratized and finance teams do
• Rolling forecast support not need to generate new reports each and every time
• Spreading rules that business users ask for new data or report layouts, as
• Version control they can self-service their own needs with customization,
• Unlimited what if analysis drill down to transactional levels, as well as using
• Built-in business rules engine arbitrary external databases or non-financial data.
• Multi-company, multi-currency support
64 | Epicor Financials
 Epicor for Manufacturing

Epicor Data Analytics Budgeting and Forecasting developed Change Data Capture feature to provide
is a real-time, online collaboration tool to perform frequent data updates and achieve a near real-time
financial budget planning with multiple stakeholders. reporting experience. Spreadsheet Server also supports
The workflow-based approval process is easy to set up on-premises deployments with ODBC connections.
and manage; business leaders can plan their budgets
in many ways with custom calculations and budget
drivers with top-to-bottom or bottom-up planning. The
revenue forecasting capability uses actual data and can
consume any financial statements created in Epicor
Data Analytics as a data stream, while supporting the
rolling forecast approach.

Spreadsheet Server provides Excel-based reporting. As

all finance experts are familiar with Excel, the learning
curve is short. The reports remain intact during the
The Financial Statements module in Epicor Data migration to cloud, or during a scheduled cloud upgrade,
Analytics is a powerful financial reporting solution as only the data connections need a change.
available in a web browser. Export reports in
MS Excel format any time from anywhere.
Epicor Data Discovery
Epicor Data Discovery is the data visualization tool built
Spreadsheet Server into Epicor Financials. Driven by real-time Business
Spreadsheet Server is a robust, performant Excel- Activity Queries (BAQs) in Epicor Financials and other data
integration product for financial reporting. Almost sources, Epicor Data Discovery provides these Finance
all finance experts work with Excel and make role-based views:
calculations that help with their everyday financial
operational reporting. • AR balance
• AP balance
Spreadsheet Server is an Excel add-in that provides • Sales YTD vs. LYTD
out-of-the box reports, not only for financials, but for • Customers past due on payments, a.k.a
any key business areas. outstanding receivables
• Not invoiced shipments—number and amount
• View attachments from financial reports • Aged payables
• Drill down to transactional details, look at invoices, • Aged receivables
delivery notes
• Dynamic GL account ranges in financial reports Epicor Electronic Reports
• All users access all live databases If your business needs to generate an electronic report
• VPN supported from the Epicor Financials system, the Epicor Electronic
• Multi-language Excel ribbon in English, French, German, Reports module is a great solution that allows experts
Italian, Portuguese, Spanish, Swedish, and Turkish to deliver data report files in diverse formats such as
XML, JSON, PDF and more.
Spreadsheet Server uses the Cloud Connector to retrieve
data from cloud-deployed systems. The Cloud Connector Epicor Electronic Reports features a user-friendly query
has a great reporting database that uses the Epicor- editor solution, the Business Activity Query (BAQ)

Epicor Financials | 65
Epicor for Manufacturing

• Electronic sales / purchase orders

• Electronic ledgers
• Electronic invoicing
• Bank payment files in XML format
• EDI transfers

Country Specific Functionality (CSF) Packages

When expanding your business to new regions or
countries, the CSF packages provide access to a range of
functionality required either by law, by a specific industry,
or by a widely used local process. The CSF packages
are developed, tested, and released with each Epicor
Financials release, ensuring a seamless experience for any
users in the given country.
The Customer Days Past Due dynamic dashboard
in Epicor Data Discovery is a great visualization of Please reference page 82 for more regional information on
customer invoices that still need to be paid. the CSFs.

The CSF packages can be purchased separately for each

designer that every user has access to and which allows country; these contain detailed documentation on the
any user to generate data queries easily with filters, configuration of the add-on functionality included.
conditions, and summaries. The data source can be
any areas of the system, but this module is mostly used The user adoption and learning cycle of a CSF
for financial data reporting such as GL transactions, package triggers minimal efforts, because the
Chart of Accounts, balances, electronic VAT reports, and interface looks exactly the same as Epicor Financials.
invoice transactions. New application screens, tabs, switches, and the
accompanying functionality are seamlessly added to the
Third party organizations often require financial data existing, standard behavior.
in electronic format, such as customers, suppliers,
auditing firms, analysts, advisory companies, banks, Typically CSF packages also contain locally required
investors, or authorities. human readable reports, electronic reports, declarations,
statements, electronic invoicing solutions, payment
Publicly traded companies are obliged to file their instruments, third-party interfaces, tax handling logics,
financial statements, quarterly reports, and many forms, validation or certification routines.
forms to the Electronic Data Gathering, Analysis, and
Retrieval (EDGAR) system used at the U.S. Securities and • Add-on local capabilities built on top of standard
Exchange Commission (SEC). functionality in any application program where
required
Epicor Electronic Reports also support electronic • Consistent local language, look, and feel
invoicing and digital signature solutions. The Epicor throughout the application
Country Specific Functionality (CSF) packages uses this • Same release cadence as Epicor Financials
module to provide digital report files required by local • Quick and easy implementation
legislations across the globe. Epicor Electronic Reports • Reduced end-user training and total cost of ownership
helps your company do business globally. • Legally required electronic reports
• Electronic invoicing solutions
Example application areas: • Digital signature and transactional certification
• Integration with third-party providers or live connection
• Compliance/audit reports to authorities where necessary
• Electronic Financial Statements in International • Access to expertise of partner development ecosystem
Standards (US-GAAP, IFRS etc.) • Application language included
• SAF-T reports
• Tax return filings
• Electronic documents
66 | Epicor Financials
 Epicor for Manufacturing

Simplified Credit Card Transaction Flow

Payment
Manager
for Viewing
Transactions

Merchant's
Card Payment
Epicor Financials
Presented for
Sales Order
Payment
Entry

Epicor Payment
Gateway using
Card Issuing
Epicor Payment
Bank
Application
Software

Acquire/Processor
Payment
(Epicor Payment
Networks or Card
Exchange or
Associations
Third-Party Party
(Visa/MC/AMEX)
Processor)

Epicor Financials | 67
Epicor for Manufacturing

Epicor Payment Exchange Complete functionality includes:

The Epicor Payment Exchange gives access to several
components that cover credit card processing needs, • Workflow-based collection management
available directly with Epicor Financials. • Centralized activities
• Collection templates
These components are: • Automated calls, texts, emails
• Customer self-service portal
• Epicor Payment Application • Team management and reporting
• Epicor Payment Gateway • Projected cash receipts
• Epicor Payment Exchange • Multi-currency and multi-company

The Epicor Payment Application is a payment application.

It provides a service that receives the transaction
information from Epicor Financials and then sends the
request to the Epicor Payment Gateway.

The Epicor Payment Gateway service connects to the

credit card processing network in the cloud and transmits
the requests of a credit card payment transaction to
the gateway. Epicor Payment Exchange connects to full
merchant services and credit processing businesses
to perform credit card authorization, settlement,
and reporting, as well as credit, debit, and PIN debit Epicor Cash Collect is a fully cloud-based product
operations. American Express and Discover cards are offering efficient automation for your credit collection
supported and it is PCI-Compliant. Epicor Payment processes. The Next Best Action pane saves precious
Exchange is fully integrated with Epicor Financials and hours for credit managers. Transcribe calls to searchable
offers higher security, easier compliance, daily batch texts, make automated calls. Chat with product
reconciliation, and streamlined processes. support agents directly from within the product.

Epicor Payment Application combined with the Epicor

Payment Gateway stores all of the credit card data Epicor Rebates
encrypted securely in the cloud; therefore the Payment The optional Epicor Rebates module provides you with
Card Industry Data Security Standard (PCI DSS) scope for a way to enter, update, and review any rebate program
the users is reduced. that your company runs with your customers. Use this
module to define the active rebate programs for your
The Kinetic environment does not store cardholder company, generate rebate transactions, and pay rebate
data, only tokens returned from the Payment Gateway, amounts to your customers through either an invoice
reducing overall PCI scope. check or a credit memo.

For processing transactions in Canada, Australia, and Complete functionality includes:

New Zealand, the Epicor Payment Gateway connects
with PayFlow Pro (PayPal). The Epicor Payment Exchange • Rebate transaction process generation
service is only available to U.S. and Canada customers.
• Get rebates
Credit and Collections
Accounts Receivable is one of the largest assets of any • Rebate-to-AP invoices/memo
company, and it’s typically one of its most fluid. Most
businesses, however, have to write off four percent of this • Rebate contract entry
asset every year. This is a substantial cost to the business
that can be greatly reduced with better management. • Rebate transaction adjustment
Take control of your outstanding receivables and reduce
days sales outstanding (DSO) through automated AR • Tracker programs
management with Epicor Cash Collect.
68 | Epicor Financials
 Epicor for Manufacturing

data, standard asset management tasks—such as asset

transfers, disposals, reclassifications, and adjustments—
can be streamlined.

Complete Asset Management functionality includes:

• Mass maintenance management

• Asset registers
• Asset valuations
• Asset relationships
Upload, store, and retrieve tax-exempt certificates in • Maintenance
Epicor Financials with Epicor Tax Connect Cert Capture. • Multicurrency management
• Asset depreciation methods
• Asset integrations
Tax Automation • Grants
Collecting and remitting sales and use tax is a • Asset locations
government-required, compulsory activity. It doesn’t drive • Asset import
revenue, and it doesn’t reduce expenses, so any time • Retroactive adjustments
or money spent on tax compliance is—by nature—non-
profitable. There are more than 16,000 United States and ADP Workforce Now Integration
Canadian tax jurisdictions alone, and the rates, rules, Having a sound and accurate process to submit payroll
and boundaries change relentlessly. Keeping up with to your ADP Workforce Now payroll solution is extremely
all of the tax changes is an operational distraction and helpful when meeting critical payroll deadlines. With the
a drag on the efficiency of your organization. Epicor Tax Epicor ADP Payroll Integration, you have the ability to
Connect gives you the option of determining sales taxes set up employee pay groups, calculate and edit payable
automatically based on the origin and destination of the hours, and produce a file pre-formatted and ready for
sales transaction. It integrates to a constantly updated, submission to ADP. Epicor Financials is integrated with
comprehensive, online database of tax rules where the ADP payroll solution and can also be integrated to
each tax transaction can also be stored for historical third party payroll providers. The Epicor Payroll module is
and reporting purposes. available as an optional module within Epicor Financials.
The Payroll module can work with the Automated
Epicor Tax Connect Global helps to determine sales tax Clearing House (ACH) payment capability as well as the
in international business relations. Transactions in all General Ledger (GL).
directions between the United States and the European
Union member states can take the advantage of tax • Reduces the staff hours needed to process payroll
determination, thus making business easier and making • Automatically generates file format ready for submission
tax compliance less stressful. Epicor Tax Connect Global • Improves productivity in processing payroll
also runs in a number of other geographies. Manufacturers • Helps to meet critical payroll deadlines
are often exempt from sales taxes as they sell to certain
types of entities, such as governmental bodies, non-profit
organizations, or retailers. In specific cases, manufacturers
need to prove the exemption by storing tax-exempt
certificates for each sales transaction. Kinetic allows you
to upload, store, and retrieve tax-exempt certificates from
the Avalara CertCapture service directly within your system
when entering a customer or sales orders.

Asset Management
Asset Management helps you record, track, and
depreciate your fixed assets for optimal utilization. The Asset Tracker program shows all the
Asset Management also automates the tracking and necessary information you need on a fixed asset.
management of the asset throughout its useful life—from Personalize the screen as you like and hide fields
acquisition to disposition. Using a unified source of asset you do not use in your business process.

Epicor Financials | 69
Epicor for Manufacturing

Business Intelligence
and Analytics

Business Intelligence and Analytics for Kinetic help you answer four
Operational Reports/ essential questions—what happened, why did it happen, what is
Dashboards happening now, and what will happen next? Dashboards, trackers, and
data visualization tools built into the core Kinetic platform help you get
a better understanding of what is happening in your company right now.
Descriptive Analytics Additional modules also provide you with deeper trending, diagnostic,
(Business and Financial User and predictive analytics to bring the future into focus.
Reporting/Dashboards)

Diagnostic Analytics
(Scorecards/KPIs,
Financial Planning)

Predictive Analytics
(Forecasting)

70 | Business Intelligence and Analytics

 Epicor for Manufacturing

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Business Intelligence
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Become a data-driven organization that can make

fully informed decisions at every turn.

Business Intelligence and Analytics | 71

Epicor for Manufacturing

Predictive Analytics
Epicor Smart Inventory Planning
and Optimization Platform
Epicor Smart Demand Planner
Smart IP&O by Smart Software
Epicor Smart Operational Analytics
(for inventory)
Smart Forecasts

Operational Reports
and Dashboards
Epicor Advanced MES Deployment Choices
Epicor IoT
Cloud
Business Activity Queries (BAQs)*
On-premises
Microsoft SQL Server
Reporting Services (SSRS)
Executive Dashboard
Epicor Data Discovery (Standard)*
Data Sources
Epicor Data Discovery IoT Visualization Kinetic Production data
Data Mart
Data Warehouse
Diagnostic Analytics
Epicor FP&A
Reporting, Budgeting, Collaboration,
and Consolidation
Epicor Data Analytics
Includes Epicor Advanced MES Analytics
Epicor Data Analytics Financials
Epicor Data Analytics Financial Statements
Epicor Data Analytics Budgeting and Forecasting

Descriptive Analytics
Grow
Includes BAQ connection
Spreadsheet Server

*Included with Kinetic core packages

72 | Business Intelligence and Analytics

 Epicor for Manufacturing

Operational Reports and Dashboards Trackers and Dashboards

To gain insight into everything currently happening The Kinetic Home Page permits the combination of
enterprise-wide, look to the operational reports and multiple widgets for data views, dashboards, and BAQ
dashboards available in every area of the Kinetic system. qrids that provide capabilities like inquiries, ad hoc
It all starts with Business Activity Queries—SQL queries reports, graphical analyses, tactical business intelligence,
throughout the Kinetic system made with a visual drag- alerts, and business monitoring. The Kinetic Home
and-drop wizard. The dashboards provided with Epicor Page provides a robust, one-stop interface that replaces
Advanced MES also keep you up to date with what is traditional menu systems with personalized role or
happening with your machines on the production floor. context based views and links into core transactions
of the system—including real-time, exception-driven
The complete list of operational reports indicator flags. Tooled with unique flexibility, dashboards
and dashboards features: enable users to develop their own workbenches using a
series of online views of information.
• Kinetic Business Activity Queries
• Microsoft SQL Server Reporting Services From monitoring your employee intranet site, to live
• Kinetic Trackers and Dashboards access to industry-related websites, each dashboard
• Epicor Advanced MES contains the information you and your employees need to
more proactively run your business.
Business Activity Queries
Every business needs an intuitive and easy-to-use query Complete functionality includes:
engine, which is why Epicor added Business Activity
Query (BAQ) in the core platform of the Kinetic system— • Role-based home page
allowing you to create your own or adapt over 800 • Real-time exception-driven management
standard SQL queries. Once created, queries can be used • Real-time access to up-to-date information
throughout the application to generate SSRS reports for • Drill-down trackers
quick searches, view results in a BAQ grid or Epicor Data • User-level personalized components
Discovery view, and much more. Complete functionality • Custom component generation
includes: • Personalized functionality
• Open to related functionality
• BAQ design wizards • Fully secured web interface
• Graphical table links
• Embedded calculations
• Multiple data views
• Analyze/test query tabs
• Updatable BAQs
• Configurable dashboard applications
• Ability to use a BAQ as a data source for another BAQ'

Microsoft SQL Server Reporting Services

Microsoft SQL Server Reporting Services (SSRS) underpins
the Kinetic system and provides a flexible reporting
structure for delivering professional reports and analysis
to business stakeholders in a format that business users
can easily consume. It is also used with Kinetic Advanced
Print Routing for forms printing and routing.

SSRS easily utilizes many types of data and can deliver

it in a variety of formats. Because SSRS works with other
applications and products in the Microsoft platform— Trackers, Grids, and Charts—Closely manage customer
such as Microsoft SharePoint®, Microsoft SQL Server® and supplier performance with comprehensive role-based
Analysis Services, Microsoft Office, and Microsoft SQL and interactive dashboards that offer a complete picture.
Server Report Builder—SSRS is an invaluable tool for
improved analysis and decision-making in the enterprise.
Business Intelligence and Analytics | 73
Epicor for Manufacturing

Epicor IoT Data Discovery Widgets • Data Visualization—Easily marry and transform
Epicor IoT is an Kinetic module that integrates with the disparate data sources to build metrics and dashboards
Microsoft Azure IoT Hub. This application monitors and in minutes, and then filter, slice, and explore different
visualizes data from sensors and other Epicor products. visualizations as you navigate your data to find the best
Epicor IoT also gathers context and in-depth production way to surface insights for your business.
data from the Kinetic system. Users gain intelligent
insights into the production and day-to-day enterprise Grow also includes all currently available Kinetic content
activities—achieving deep levels of operational efficiency. packs, and you can easily augment them with BAQ data,
The Epicor IoT Data Discovery widgets added to the any other Kinetic data fields, user defined fields or other
Kinetic Home Page alert decision-makers in real time data sources like historical databases or spreadsheets.
to what needs attention on the shop floor, improving
productivity as a result. Each machine or device sensor These content packs include:
can be set up with a Key Performance Indicator (KPI)
setting such as allowable temperature ranges. • Sales
• Material
Descriptive Analytics • Financial
Let every department learn from its data with self-service • Epicor Field Service
summaries, animated and interactive data visualization, • Epicor Maintenance Management
and tools to simplify report creation and sharing. Products
that fit this category support analyzing larger amounts of
data for short-term and historical trending analysis, with
some diagnostic capabilities.

Grow, An Epicor Solution

for Business Intelligence
Grow is an all-in-one business intelligence solution
that gives the Citizen Analyst everything they need to
connect, blend, cleanse, filter, and store their data and
visualize it in dashboards and reports. With Grow, Epicor
embeds a more open and connected SaaS-first BI into
into the Kinetic Public Cloud platform. The 75+ Data
Connectors to popular Cloud apps and other applications
and databases give Kinetic users the freedom to start Grow Business Intelligence—Empower everyone
connecting to their data right away, without waiting for to make decisions and measure results against
company-wide implementation projects. The unlimited goals with easy-to-understand Kinetic metrics.
Grow user license gives more employees access to the
actionable insights they need to make decisions, without
waiting for help from IT or a business analyst. And Grow
caters to all user levels: Low-code SQL coding for your
technical staff and the ability to do No-code transforms
for the non-programmers. Grow is also available for on-
premises installs of Kinetic.

Grow provides a full stack of all necessary components for

a complete BI solution:

• Extract Transform and Load (ETL)—Grow makes

it easy to prepare, cleanse, and transform data
across multiple data sources to fuel powerful metrics
and dashboards.
• Data Warehouse—Grow imports your business-critical
data and keeps the most relevant and current data on Grow—iOS and Android apps provide actionable
hand, so you don't need a third-party data warehouse. insights to workers on the move.

74 | Business Intelligence and Analytics

 Epicor for Manufacturing

Epicor Data Discovery you can “drill down” into the data with a simple click to
Epicor Data Discovery is a data visualization tool for reveal additional levels of detail—all the way down to
the Kinetic system. Staff can use their natural visual the Kinetic transactions—and find your answers. Epicor
abilities to quickly spot areas of interest in real-time Data Analytics includes all currently available Kinetic
production data that they might have otherwise missed and Epicor Advanced MES content packs, and you
by just looking at rows and columns of numbers. In the can augment them with any other Kinetic data fields,
Epicor Data Discovery view, users can set filters and user defined fields or other data sources like historical
drag-and-drop measures and dimensions to produce databases or spreadsheets.
rich visualizations—a process similar to manipulating
a pivot table in a spreadsheet. They can then focus on These content packs include:
a data point or area and drill down into the underlying
ERP transactional detail. They can also combine views • Sales
to create BI dashboards with shared filters and shared • Material
dimensions. Driven by real-time BAQs in the Kinetic • Financial
system, Epicor Data Discovery visualizes short-term, up- • Epicor Field Service
to-the-second enterprise data. • Epicor Maintenance Management
• Epicor Advanced MES
Epicor Data Discovery is accessible via Kinetic Desktop
Client, web browsers, tablets, and modern smartphones.
The application is designed to work just as well on low-
powered touch devices as it does on a powerful desktop
with large screen real estate. Epicor Data Discovery
automatically adjusts its layout and behavior to the
browser and device accessing it. Resizable data cards
can be animated to cycle through multiple values like a
stock ticker, providing a live feed of production data for
applications such as Kinetic Home Page.

Diagnostic Analytics
Analyze long-term, aggregated data to quickly and easily
discover why certain product outcomes happened and
perform what-if analysis with diagnostic analytics
Epicor Data Analytics Content for Epicor Advanced
Epicor Data Analytics MES—Discover trends in long-term production data.
Epicor Data Analytics helps companies turn their data
stored in on-premises deployments of Kinetic into
actionable insights. Epicor Data Analytics is an easy-to- EDA Advanced MES Dashboards
use service in the cloud that takes a unique, intuitive Epicor Advanced MES collects data directly from
approach to lead you on a journey of discovery through equipment and operators on the shop floor in real time,
large cubed data sets contained in your data warehouse. minimizing inaccurate and time-consuming manual
With deeper insights, companies can grow by reducing data collection. Epicor Advanced MES provides powerful
cost, identifying new opportunities, supporting specific metrics you need to improve performance—including
programs, and speeding up decision-making. Overall Equipment Effectiveness (OEE), run rates, scrap,
yield, energy consumption, material consumption,
Epicor Data Analytics provides customizable and and much more. Epicor Data Analytics Dashboards
interactive dashboards to make it easy to analyze the data take it a step further by aggregating Epicor Advanced
inside your business systems. The dashboards contain MES data with Kinetic data long-term in the Cloud, for
visual KPIs, graphs, charts, and tables, so you can quickly trending analysis and diagnostics—find the answers to
review important information about your business such questions as why a shipment was late—was it a
performance and make informed strategic decisions. production problem or a supplier problem?
Once you have spotted an area of interest in the visual
metrics, the Epicor Data Analytics grid is where you Note: Refer to the “Production Management” chapter for
conduct most of your analysis, and unlike a spreadsheet, more information about Epicor Advanced MES.

Business Intelligence and Analytics | 75

Epicor for Manufacturing

Financial Planning and Analysis Smart Inventory Optimization

Epicor offers multiple products for FP&A, enabling Safety stock levels, reorder points, lead times, and
all businesses of different types and sizes to select order quantity directly influence the service vs. cost
their best option. Several products in the following relationship. Smart IP&O helps you maintain the balance
list can also be used in other areas of the business. between service and cost by providing inventory policy
Refer to the “Financial Management” chapter for more decision support and the means to share, collaborate,
information on these products: and track the impact of your inventory planning policy.
Inventory Optimization reconciles holding costs, ordering
• Epicor FP&A costs, and stock-out costs in order to prescribe the
• Spreadsheet Server inventory policy and service levels that yield the total
lowest cost. Users can optionally assign service level
Predictive Analytics constraints and targets and propose multiple policies for
What will happen next? Plan for success using demand consideration. Then, they can share proposed policies
planning and inventory optimization tools in Smart IP&O and agree on a consensus plan that best meets the
by Smart Software. company’s objectives.

Epicor Smart Demand Planner Smart Operational Analytics

Epicor Smart Demand Planner provides cloud-based Smart Operational Analytics is a native cloud-based
statistical help with forecasting that automatically selects reporting platform that provides a fast, easily understood,
the right forecast model for each item—accounting and up-to-date perspective on the state of your inventory
for trend, seasonality, and promotion- or event-driven and its performance against critical metrics, actual
demand. Once the baseline forecast is produced, it is supplier lead times, and opportunities to rebalance
available for collaborative review and consensus planning stocks across facilities—helping to uncover root causes of
by authorized stakeholders. Forecast accuracy can be operational inefficiencies. Get a 360 degree view of your
measured to help ensure the best possible forecast inventory to identify value, stocking trends, overstocks,
is delivered to the business at both the aggregate understocks, and potential order cancellations. Also
and item mix levels. identify root causes of stock outs, excess inventory,
and late deliveries.
76 | Business Intelligence and Analytics
 Epicor for Manufacturing

Global Business
Management

Whether through acquisition or organic growth, more and more

Multicompany Management companies are wrestling with the complexities of managing multiple
business entities. Epicor Global Business Management helps ensure that
Multicurrency Management no matter how distributed your organization becomes, you can maximize
efficiency and drive business results. To support the needs of today’s
increasingly distributed businesses, Epicor offers robust global business
Global Multisite Management functionality. You can perform transactional functions between systems
and entities, internal and external—including intercompany transactions
Multilingual Data Management such as intercompany orders, transfer orders, and shipments between
plants and warehouses. Epicor facilitates these scenarios within a single
application that is flexible enough to grow with you as you expand your
Master Data Management
business. Epicor Global Business Management offers organizations the
essential tools needed to create and maintain a single version of the truth.
Scalable Deployment

Global Engines

Electronic Reports

Country Specific
Functionality (CSF)

Epicor Application Studio

Global Business Management | 77

Epicor for Manufacturing

Epicor Financials works with multiple companies and Multiple currencies are supported in Epicor Financials with
sites. It is easy to select which company you would like a daily currency exchange rate. This is escpecially important
to enter. In the top right corner, you see the company when you need to make a periodic revaluation in your books,
you are logged into as well as the user name. or if you have currency orders and invoices every day.

Multicompany Management Multicurrency Management

Streamline your business with Multicompany Multicurrency Management automates the process of
Management by consolidating operations such as both buying and selling in foreign currencies, including
procurement and accounts payable, and improve tracking of default currencies and extensive exchange
operational visibility across companies with advanced rate tables. Lock transactions in at a specified rate with
tools. Automation and recognition of intercompany automatic gain or loss reporting, reducing the guesswork
financial transactions can optimize enterprise from handling foreign transactions. Throughout the
performance to shorten lead times on key product Epicor system, the currency symbol is displayed to notify
lines. Additionally, from a financial perspective, the user of the currency being used.
multicompany organizations may choose to not only
report as individual entities, but also consolidate multiple Multicurrency Management functionality includes:
currencies and report across business entities to a single
consolidation company. • Revaluation options
• Multiple currency tables
Underpinning this functionality is a comprehensive, • Updatable exchange rate tables
scalable technology framework to support global • Gain/loss reporting
enterprises that offers development choice, and includes • Base currency reporting
a set of productivity-enhancing tools designed to support • Flexible currency capabilities including price lists,
global business operations. quotations, orders, service contracts, invoices and
vouchers, and cash receipts
• Easy multicompany navigation
• Global management of customers, parts,
and suppliers
• Comprehensive global credit management
• Flexible account management
• Centralized payments
• Consolidated purchasing
• Multicompany consolidation
• Global supplier price agreement
• Multicompany journal entry
• Intercompany trading and eliminations
• Multicompany views and dashboards
• Flexible company hierarchy

78 | Global Business Management

 Epicor for Manufacturing

• Sourcing by plant
• Comprehensive production plant visibility
• Virtual plant support
• Shared warehouses
• Costing by plant
• Alternate BOMs and routings per plant
• Multiplant scheduling functions
• Accounting transactions, manual GL journal entries,
invoices, payments, financial reports associated to sites
• Process centralized or decentralized
Epicor Financials supports inter-company transactions accounting for sites
in a multi-region and multi-national environment. The
transactions can occur among different regional cloud Multiple Companies in Different
datacenters and databases—the connection works Databases and Regions
even between cloud and on-premises installations. Epicor Financials supports a global network of mixed
deployments, both on-premises and in the cloud. The
business entities in any countries can be implemented
Global Multisite Management separately from each other, even in different regional
Supply chains demand synchronization of production cloud data centers, but when required, these can interact
with distribution and logistics. This is most effectively with each other easily, leveraging the Public Cloud
accomplished with a single system providing visibility Multiregion Multicompany Transactions license. This
and consolidation of resources in multiple facilities. functionality enables intercompany transactions between
Companies may also prefer to run business functions all your entities globally and helps to centralize certain
centralized with separate production and distribution activities such as streamlining master data management
functions, or they may run them separately with the or the AP collections.
ability to consolidate financials at month or quarter-
end. Epicor supports both scenarios within Global • Global parts, customers, suppliers currencies
Multisite Management, providing support for centralized • Trade goods between internal companies
accounting and purchasing, while allowing separation • Automation on Intercompany Sales and POs
of production and distribution facilities. Manufacturing • Automation of AP/AR invoices for intercompany trade
and distribution organizations can also leverage the • Centralized AP and Collections
planning and scheduling efficiencies with robust • Consolidated Purchasing
multiplant functionality. • Multicompany Journals/AP Allocations
• Multicompany GL accounts and Financial Book
With Multisite Financials, multiple locations (sites) Consolidations
in a single company can be fully separated in the GL • Can be a combination of on-prem or cloud deployments
accounting, as well as on the subledger transactional i.e. Cloud to cloud, cloud to on-prem or vice versa
level. For example, AP invoices and payments can be • Multicompany Azure Service Bus
assigned and booked to a specific site. There is a built-in • Batch synchronization of defined global
security to separate sites from the transaction generation data and transactions
up to the reporting, including 1099 reporting. When
generating reports in financial management, it is possible Multilingual Data Management
to filter on a specific site. A comprehensive data filtering Corporate growth and expansion inevitably leads to
system ensures data security and integrity, leveraging new markets and new geographies. Multilingual Data
the Epicor Financials user security setup. Sharing of Management—alongside the global configurable
master and subledger transactions across different engines—facilitates this growth with resources that can
sites is possible. A site can become a legal entity— manage your business wherever you take it, with support
depending on the decision of the organization. You can for country-specific requirements around tax, currency,
also run AP payment proposals on the site level. The and languages. Complete functionality includes Epicor
electronic tax reporting in the UK CSF also supports the Layered Client Framework, which separates the language
site based reporting. of the business logic from the language of the end-user
interface, so your organization can operate seamlessly.
Complete functionality includes:
Global Business Management | 79
Epicor for Manufacturing

Deploy your companies on a single server/ single

database, or on multiple databases and multiple
servers around the world. Many enterprises require
their companies’ data management systems to be
geographically dispersed on different servers and
different databases, to protect against site downtime.

• Multiple companies within a single database

• Single server with multiple databases

• Multiple servers with single or multiple databases

The Country Maintenance application allows you to set
up all the countries you do business with. The country • Communication across databases and servers
codes are applied on business partners such as suppliers in all directions
or customers and these play a significant role in the
Country Specific Functionality (CSF) packages. Robust, Flexible Global Engines
Epicor Financials gives you extensible functionality
and flexible options that can help you minimize your
Master Data Management organization’s exposure to regulatory changes and
The recent emphasis on regulatory compliance, the mandates that can subject your business to financial
advent of service-oriented architecture (SOA), and penalties that adversely affect corporate credibility
mergers and acquisitions has made the creation, and compromise brand reputation. With a series of
stewardship, and maintenance of accurate and complete interlocking global engines, you can easily configure the
master data a business imperative. MDM can help rules that determine how transactions are posted, where
ensure that your multicompany and multisite data they are posted how tax is calculated, how currency is
meets regulatory requirements and also provides the handled, and how data is stored.
consistency needed for real-time distributed operations—
leading to greater customer satisfaction, operational These global engines include tax, currency, rounding,
efficiency, and business performance. legal, posting, electronic reporting, and book engines.

Scalable Deployment Electronic Reports

Multisite organizations need flexibility to deploy optimally If your business needs to generate an electronic report
at each location, maintaining uptime, and keeping costs from the Epicor Financials system, the Electronic Reports
low. Epicor Financials lets you deploy your companies module is a great solution that allows experts to deliver
or locations together in a single cloud or on-premises data report files in diverse formats such as XML, JSON,
instance. Or, you can leverage the multisite architecture to PDF and more. Electronic Reports features the user-
disperse the deployment with each location on a separate friendly query editor solution Business Activity Query
regional cloud or on-premises instance, with multiple (BAQ) designer that every user has access to and which
databases and multiple servers. allows any user to generate data queries easily with filters,
conditions, and summaries.
The business can gain a consolidated view of multi-
company transactions without needing all to run out The data source can be any areas of the your system, but
of a single Cloud database in a single Azure datacenter. this module is mostly used for financial data reporting
With the Multiregion Multicompany Transactions, you such as GL transactions, Chart of Accounts, balances,
gain new freedom to connect intercompany transactions electronic VAT reports, invoice transactions.
such as purchasing, sales orders, and reporting across
multiple Epicor Financials instances. These instances, or Third party organizations often require financial data
databases, can serve any number of company locations, in electronic format, such as customers, suppliers,
in the cloud or on premises, so you can roll out a cloud auditing firms, analysts, advisory companies, banks,
strategy in phases, meet local requirements, and improve investors, or authorities.
global visibility and alignment.

80 | Global Business Management

 Epicor for Manufacturing

Publicly traded companies are obliged to file their • Add-on local capabilities built on top of standard Kinetic
financial statements, quarterly reports and many forms functionality in any application program where required
to the Electronic Data Gathering, Analysis, and Retrieval • Consistent local language, look, and feel throughout
(EDGAR) system used at the U.S. Securities and Exchange the application
Commission (SEC). • Quick and easy implementation
• Reduced end-user training and total cost of ownership
Electronic Reports also support electronic invoicing and • Legally required electronic reports
digital signature solutions. CSF packages also use this • Electronic invoicing solutions
module to provide digital report files required by local • Digital signature and transactional certification
legislations across the globe. Epicor Electronic Reports • Integration with third-party providers or live connection
helps your company do business globally. to authorities where necessary
• Access to expertise of partner development ecosystem
Example application areas: • Application language

• Compliance/audit reports Application Studio

• Electronic Financial Statements in International When your local business needs to adjust the corporate
Standards (US-GAAP, IFRS etc.) processes, Application Studio is a great way of configuring
• SAF-T reports the user interface so that all users can perform their every
• Tax return filings day tasks the way they need to.
• Electronic documents
• Electronic sales/purchase orders Multinational companies have to deal with unique
• Electronic ledgers business process requirements for different countries and
• Electronic invoicing they can benefit from leveraging common capabilities
• Bank payment files in XML format across all their sites without having to re-configure
• EDI transfers everything from scratch. Application Studio enables a
setup where you can combine several configurations
Country-Specific Functionality for different sites, countries, or user roles without
When expanding your business to new regions or needing to rebuild the functionality multiple times.
countries, the CSF packages provide access to a range of Save time by syncing your customizations across the
functionality required either by law, by a specific industry, business while you can still fine-tune at an individual
or by a widely used local process. The CSF packages level. Application Studio takes a best practice approach
are developed, tested, and included with each Kinetic to system configuration. It takes out the complexity of
release, ensuring a seamless experience for any users changing code, as configuration is done in a low/no-code
in the given country. environment. Protect your investment by staying current,
as the configurations done with Application Studio are
The CSF packages can be purchased separately for each easier to upgrade, secure, and cloud-friendly.
country; these contain detailed documentation on the
configuration of the add-on functionality included. A good example of configuring the application to
fit your global business operation is to modify the
The user adoption and learning cycle of a CSF package currency entry application.
triggers minimal efforts, because the interface
looks exactly the same as Kinetic. New application
screens, tabs, switches and the accompanying
functionality are seamlessly added to the existing,
standard Kinetic behavior.

Typically CSF packages also contain locally required

human readable reports, electronic reports, declarations,
statements, electronic invoicing solutions, payment
instruments, third party interfaces, tax handling logics,
forms, validation or certification routines. No-code/low-code configurations provide
flexible solutions to help you stay ahead.

Global Business Management | 81

Epicor for Manufacturing

Epicor Financials Worldwide Coverage

37 Country Specific
Functionality
(CSF) packages:
12 Epicor CSF + Epicor PS (Direct)

14 Epicor CSF + Epicor PS (Indirect)

4 CSF DEV Partner + Partner PS (Indirect)

Americas
Argentina
7 Partner owned solution + Partner PS (Indirect)
Canada
Colombia
Mexico Global Business Management includes powerful engines
Peru for tax, currency, rounding, posting, language, and includes
USA multisite, multicompany, multicurrency management, CSF
packages, and Epicor Electronic Reports.

European Union-specific requirements

(SEPA, Intrastat, VAT reports) are part of
the country CSFs.
EMEA
Belgium Portugal
Denmark South Africa
Estonia Saudi Arabia
Finland Spain
France Sweden
Germany Switzerland
Greece UAE
Ireland UK
Italy
Netherlands
Norway
Poland

Lenguages available include Arabic, Chinese

(Simplified), Chinese (Traditional), Danish, APAC
Dutch, English (Australian), English (New Australia Japan South Korea
Zealand), English (UK), English (US), Estonian,
Finnish, French, French (Canadian), German, China Malaysia Taiwan
Indonesian, Italian, Japanese, Korean, India New Zealand Thailand
Norwegian, Polish, Spanish (Latin), Swedish,
Thai, and Viernamese.
Indonesia Singapore Vietnam

82 | Global Business Management

 Epicor for Manufacturing

Governance, Risk,
and Compliance

Effective Governance, Risk, and Compliance (GRC) initiatives help

Corporate Governance companies and their employees stay compliant and help ensure that
employees and partners at all levels of the organization are aware of the
associated risks of non-compliance. GRC can touch every person and
Risk Management every function in an organization in some way. Whether GRC becomes
an intolerable burden that increases company overhead or an enabler of
efficiency and success depends upon its actual, day-to-day impact on the
Security Management employees’ work, and whether that impact is enabling or debilitating.

Business Process
Management (BPM)

Global Trade Compliance

Electronic Reports

Environmental and Energy

Management
Governance, Risk, and Compliance | 83
Epicor for Manufacturing

Corporate Governance Security Management

Organizations are under increased pressure to file accurate Epicor GRC provides comprehensive user and group
financial results in a timely manner. Epicor GRC can help security to restrict data and application accessibility as
organizations meet these shortened deadlines in a variety needed. Security can be granted at user and group levels
of ways—from consolidating financial information, to for all security objects including forms, fields, reports,
providing drill-down and drill-across access from financial menus, and method calls. Windows Single Sign On is only
reports, to transactional details. Ultimately, when companies supported on-premises.
adequately report, plan, budget, forecast, and periodically
review and update budgets and forecasts, they exhibit a Complete functionality includes:
more mature level of internal control. Integrated enterprise
software applications go a long way in helping organizations • Product security
document their internal controls, remove manual processes, • Application security
and achieve greater visibility into their financial data. • Access security
• Business security
Complete Corporate Governance functionality includes: • Automated change logs
• Audit logs
• Epicor FP&A • Credit card authorization and encryption
• Epicor Data Analytics
• Spreadsheet Server Business Process Management (BPM)
BPM, Functions, and Automation Studio, used singly or in
Risk Management combination, support the ability to identify and mitigate
Enterprise Resource Planning (ERP) systems control the risks to your organization through business-defined
majority of corporate information that could potentially workflow, identifying and improving processes to make
be at risk from piracy, fraud, and sabotage concerns. your business more efficient, more disciplined, and
The only way to truly manage and mitigate risk across better able to adapt to change. Together, they provide a
the organization is to have a fully integrated, end-to-end framework for building GRC process-driven integration
solution providing a single, verifiable set of financial and points that give companies seamless integration
operational metrics. Epicor GRC provides an integrated capabilities with other applications and businesses.
enterprise solution with built-in, application-level risk
mitigation tools and BPM to audit trails and secure This framework also automates delivery of information
workflow automation—key elements of data integrity to employees in your organization who are responsible
and security. It also incorporates the ability to infuse for managing and monitoring internal controls. Complete
business insight through Epicor Business Intelligence and functionality includes the ability to build and execute
Analytics, as well as allowing organizations to embrace activity workflows and robotic process automations
data governance and data protection strategies, help (RPAs) throughout the system for your unique business
control risk, and handle regulatory compliance. rules. Invoke an eSignature on important business
processes to maintain a secure audit trail for reporting
and regulatory compliance.

Refer to the "Cloud Business Platform" chapter

for more information.

Global Trade Compliance

In order to conduct business globally, you need enterprise
business software that enables compliance with local laws,
satisfies international security measures, and meets the
myriad local and regional documentation requirements.

Epicor Global Trade Compliance applications provide

Risk Management—Automatically track a comprehensive platform for managing these trade
changes with risk mitigation tools, such as compliance necessities.
table and field level audit capabilities.

84 | Governance, Risk, and Compliance

 Epicor for Manufacturing

Complete functionality includes: monitoring energy use on equipment. Energy Monitoring

analyzes load patterns, production requirements, and
• Global trade standards—items resource energy demands, giving you the power to reduce
• Landed cost management peak demand and capture energy savings. Easily capture
• Country of origin tracking and analyze energy performance indicators (EPIs) to
• RoHS/WEEE compliance reduce consumption and cut costs.
• Product lifecycle management
• International shipping and documentation Manufacturing Sustainability
• Quality management Sustainable manufacturing is the creation of
• Audit trail visibility manufactured products through economically sound
• ISO, automotive (TS), aerospace (AS), and FDA (cGMP, processes that minimize negative environmental impacts
FDA 21 CFR Part 11) support while conserving energy and natural resources.

Electronic Reports Epicor Kinetic can help manage sustainable

Reporting legislation is constantly evolving, and many tax manufacturing by streamlining and automating
authorities around the world are now starting to require processes to make the most of existing resources and
comprehensive data submissions on a regular basis. by enabling better visibility and control over your
supply chain. In addition, Kinetic provides a centralized
Companies are increasingly expected to provide tax platform for collecting, storing, and analyzing data from
authorities with real-time visibility into all transactions— various business processes. The system also facilitates
on top of existing requirements for regular submissions. environmental compliance by automating monitoring,
A growing number of countries either have adopted or reporting, and documentation processes to help you
are planning to adopt tax reporting—such as Standard ensure compliance with environmental regulations
Audit File for Tax (SAF-T)—and others are introducing new and standards.
e-invoicing requirements.

To help you meet these new and evolving requirements in

a timely and efficient way, the Electronic Reports can help
you facilitate ongoing management of your electronic
reporting and compliance requirements. Using this,
you can create or adjust custom electronic reporting or
e-invoicing solutions in a timely manner.

Environmental and Energy Management

As the world continues to analyze energy availability,
businesses are also turning their attention to areas of
opportunity—reduction of carbon emissions, energy
conservation, and supply chain sustainability. Companies
will look to IT and software solutions to help them find
opportunities to extend the tangible benefits of Corporate
Social Responsibility (CSR) through the extended supply
chain. Some of the more notable areas that corporations
are emphasizing when deciding on a path to good
environmental and energy management include strategic
sourcing and procurement, logistics, application of lean
principles, and virtualization.

Energy Monitoring
Energy Monitoring from Epicor Advanced MES, is a real-
time, web-based application to monitor and analyze
energy use in the manufacturing plant. This can help
businesses reduce energy consumption and pinpoint
energy savings opportunities right at the source—by
Governance, Risk, and Compliance | 85
Epicor for Manufacturing

Cloud Business Platform

Kinetic empowers you with a scalable, cloud solution with a focus on

Improved Employee Experience agility; this help you adapt to the changing business climate, while
Drives New Levels of Efficiency maintaining the peace of mind that your critical business systems are
secure and will be ready when you need them. The solution supplies
pragmatic innovation on a regular basis to keep your business up to date
Innovative Tools Boost Greater with the latest industry functionality, keeping you highly competitive.
Productivity Enable every employee, regardless of tenure or experience, with an
easy-to-use, intuitive, cloud-based user experience and embedded
learning guides.
Align Greater Fit to Business
Needs With Configuration and Made with manufacturers, for manufacturers, Kinetic combines deep
Integration Technologies industry capabilities, great user experiences expected by today’s
workforce, and innovative technology to help you grow.
Pivot Easily to Meet Demands
With Flexible Cloud Solutions
and Deployment Choice

Secure Critical Business

Systems With Reduced Effort

86 | Cloud Business Platform

 Epicor for Manufacturing

Cloud Guided
The platform technology underpinning the Kinetic Mobile er
e P
Tailored

er
application is based on a service-based Microsoft

h
Consistent Connected

Anyw

son
.Net architecture, optimized on Microsoft SQL Epicor User

al
and standardized on Microsoft Azure. It delivers Experience
the latest technology advancements requested
by manufacturers including cloud, IoT, and AI/
E fficie nt
ML. Kinetic delivers a continued partnership in
innovation to future-proof your ERP investment.
Easy to Use,
The Kinetic platform promotes efficiency as it Industry-Focused,
Intelligent
helps our customers to both use and enhance
Epicor applications at a business level, rather
than a technology level. Businesses can start Improved Employee Experience Drives
with the building blocks: business process New Levels of Efficiency
optimization from our Epicor BPM and Epicor User Experience
Functions solutions, and technology such as The way we work and interact with technology
Kinetic RESTful service APIs to extend to other is constantly evolving to meet the needs of new
applications in an upgrade-resilient and secure generations of workers. The challenge for many is
way. Or they can enable more Citizen Integrators attracting this workforce, and worker experience
across departments with Epicor Automation Studio, plays a strategic role in this effort. Employees expect
an iPaaS (integration Platform as a Service) with a consumer-grade experience at work with modern
workflows and automations that will speed their and intuitive applications that boost productivity and
digital transformation. simplify everyday tasks. Cloud mobility is also a key
aspect. No matter if they are working from home or
The capabilities of the Kinetic Platform include: walking through the shop floor, workers need to have
access to their applications through the device and
• Scalable, service-based architecture browser of their choice.
• Mobile, browser-based user experience
• Epicor Virtual Agent Kinetic offers a mobile, browser-based user experience
• Epicor Learning that enables employees to complete tasks in less time
• Epicor BPM and Epicor Functions while optimizing their personal workflows.
• Integration readiness with RESTful service APIs
• Epicor Automation Studio for The Kinetic users experience gives you a user
integration-led automations experience that is:
• Purpose-Built IoT applications
• Epicor Application Studio configuration • Made for use anywhere, browser-based in the cloud, on
• Deployment flexibility, cloud or on-premises any device with a consistent experience
• Connected people, systems, and processes
• Secure cloud solutions for your business • Made for personal use with guided workflow, easy
tailoring, and the ability to connect digitally

• Made for efficiency and greater productivity with a

simple, easy-to-use interface that offers industry-
focused features and leverages cognitive technologies
for greater automation

Personalization
Build your own experience to maximize productivity.
Simplify your job with quick optimizations to the personal
workflow in the screens you use every day. Configure
Evolve your business technology to meet grids, hide/show UI fields, or collapse/expand panel cards
the needs of today's workers. depending on your needs.
Cloud Business Platform | 87
Epicor for Manufacturing

Messaging connects workers, suppliers,

customers, and systems.

Talk to EVA for queries and actions in Kinetic. Epicor Collaborate is a productivity and collaboration tool
for the whole enterprise that is built on the cloud. With
hashtags and mentions, it's easy for groups of workers
Epicor Virtual Agent (EVA) to connect on a topic. Additionally, there are controls for
EVA is an artificial intelligence (Al) powered tool that security and moderators. As a messaging app embedded
provides you access to your Epicor system. Users across in Kinetic, Epicor Collaborate reduces the amount of time
the enterprise will be empowered by the context-aware, spent on meetings and emails by enabling staff members
natural language processing of EVA that allows them to to discuss orders, customers, data views, events, and just
converse with the app through text or speech on their about anything else, in context with hotlinks to system
Android or iOS mobile devices. EVA is also available on the records. Employees can start new messages that can be
desktop in Epicor Collaborate. EVA is powered in part by related to a Kinetic record they have open or they can
Microsoft Azure AI services—a cloud solution that makes subscribe to system notifications. Those on the go can
AI and cognitive technologies accessible and scalable still receive real-time messaging and system notifications
for companies of all sizes. For Epicor users, the power thanks to a responsive mobile browser design that fits any
of artificial intelligence cannot be understated. Today’s size device.
digital economy is influencing the growing demands of
end customers and B2B buyers for prompt, personalized Epicor Collaborate has key integrations that drive worker
service, and rapid order fulfillment. To match these productivity including:
demands, companies are increasingly turning to AI and
cognitive technologies. EVA solves problems today and • Microsoft Teams: integration enables teams with
lays a strong foundation for intelligent technologies external players to connect on project details by
that integrate with their Epicor system. Just launch the sharing Epicor Collaborate messages and documents.
EVA app on your device, complete the secure login, and
start texting or talking. You can access parts, pricing, and • Epicor IoT: Notification of adverse events in Kinetic or
other customer or supplier information. EVA initiates directly from your equipment through IoT, drives new
actions based on this information—including creating a levels of responsiveness and productivity.
simple purchase order or quote or converting a quote to
an order. When you finish your inquiries and are ready • Epicor Virtual Agent (EVA): Integrates to EVA, helps
to act, either press a button or say “create a quote for provide on the simplicity through natural language to
40 of ABC part,” for example. Since EVA is aware of the answer questions of Kinetic.
conversation’s context, the application knows which
customer and item to quote. • Epicor Data Discovery: Offers users the ability
to share Epicor Data Discovery metrics through
Collaboration Epicor Collaborate.
When workers engage with each other to solve
problems and innovate processes, your business gains a • File Sharing: Easily share files digitally
competitive advantage. Epicor Collaborate helps them do with Epicor Collaborate, including sharing files from
that effortlessly. Epicor ECM to a Epicor Collaborate message stream.
88 | Cloud Business Platform
 Epicor for Manufacturing

Enterprise Search Epicor Learning

Enterprise Search brings the Internet search experience At Epicor Learning, we know that skill development leads
to Kinetic. Enterprise Search provides embedded search to deeper product adoption and enhances the value
capabilities through tag clouds of Epicor structured data that customers get from our solutions. We want the
that span all Epicor applications built upon it, and it can broadest possible audience to benefit from our training.
also extend beyond enterprise data to unstructured data That’s why we focus on flexibility, offering multiple ways
like Word documents—all in a secure manner. Complete to access learning and a variety of learning methods
functionality includes: grouped by learner goals. Whether you’re looking to
build your foundation, stay productive, or extend your
• Secure search results knowledge, skills can be acquired anytime, anywhere
• User-definable searching and in any way you choose. Epicor Learning is a complete
• Easy-to-find relevant business data training experience, a mapped and planned program
• Data drill-down capability that includes hands-on exercises and so much more. The
• Complete search results in a browser Epicor Learning License will give you full access to Epicor
Learning Center, with a deep catalog of video-based
courses and hands-on exercises, role-based learning
paths, and the tools to quickly manage your entire
training program. Think of this as a curated, but highly
flexible program.

Hands-on courses can be accessed individually, but they

are also integrated into our Epicor Learning Center role-
based agendas, providing a more blended, immersive
learning experience where people can first your, and then
do. Hands-on exercises are launched directly from Epicor
Learning Center, so they can be assigned and tracked.
Simplify looking for things in Kinetic with Enterprise Search. And as part of the Epicor Learning experience, they are
built strategically to work with and support the video
content. This centralizes the whole learning experience
Workbench and Tracker Views and organizes your training into definitive learning paths
Workbenches and Trackers provide a focused, paperless, that take you from new user to expert.
and single point for entry and review. Workbenches can
automate and execute routine processes, while Trackers Help and Support
provide contextual information throughout the system to The Help and Support Panel, embedded on the Home
users with “view only” access. Designed with robust search, Page, provides single search access to online help
Trackers allow users to move easily between views— articles, videos, and Guided Learning. It eliminates the
quickly getting to a 360-degree view of the customer, need to manage multiple platforms, as you can easily
supplier, or part. Nearly every function is available for access Epicor Learning Center, Embedded Education,
view. Epicor comes with many predefined workbenches— EpicCare and EpicWeb from a single point. Quickly access
including purchasing, planning, engineering, inspection, personalized, relevant, and contextual information based
service, sales, credit manager, and plant workbenches. on who you are and where you are in the system. You can
also enable Field Help from the Help and Support Panel.
Epicor Information Worker When you have a question about an application, you can
According to current industry surveys, desktop productivity easily find the answer without leaving the system. Simply
tools are used by 95 percent of business workers, with click the question marks next to fields to open a Field
Microsoft Office as the standard for desktop applications. Help panel on the right that displays technical details.
Epicor Information Worker provides a secure, seamless This is a great tool for onboarding users.
interface to your Epicor application from within Microsoft
Outlook®, Excel®, or Word—blurring the lines between Guided Learning is based on the concept of learn-as-you-
enterprise software and desktop productivity software go, taking you through a complete process in real-time,
to create a single, immersive solution. The underlying live in Kinetic. It provides product, form, and feature tours,
architecture behind Information Worker provides direct as well as in-app communications. Experience a seamless
access to updatable Business Activity Queries (BAQs). and intuitive onboarding and training process.
Cloud Business Platform | 89
Epicor for Manufacturing

Flexible, Curated Learning Pathways

Build Your Foundation Stay Productive Extend Your Knowledge

Set learning paths Get hands-on training Fast solutions Guided learning Advancing skills
Chart your courses Practice and Short videos ‘How-to’ walkthroughs Master courses and
and pathways reinforce skills and FAQs while you work test your knowledge

Watch and learn Intuitive help Further reading

Introductory videos Active suggestions, tips and Articles and
resources as you need them technical guides

Learning accelerates adoption, develops skills, and builds confidence for users.

Innovative Tools Boost Complete functionality includes:

Greater Productivity
Data Fabric • Seamless integration and workflow capabilities
Integrations are time-consuming to create, they can be • Easy-to-use designer with wizard interface
fragile to maintain, and may have performance issues. • Pre-process condition builder
With Data Fabric, a scalable, secure, and resilient near • Post-process routine automation
real-time event streaming platform, we can easily connect
and enable enterprise agility. Data Fabric is the “behind Change Data Capture
the scenes magic” to allow visibility and data sharing Change Data Capture is solution that allows you to
to integrate Epicor to Epicor products. Events that can synchronize information in real-time between Kinetic and
be handled asynchronously (immediate response is not other systems and applications. It identifies and captures
needed) will benefit from using Data Fabric. data that you create, update, and delete from Epicor and
makes this change data available for use by different
Epicor BPM applications. A use case for this solution includes Epicor
Building on and extending beyond the simple rules Collaborate, where greater responsiveness in the business
enforced by Business Activity Management (BAM), Epicor workflow can be more easily achieved with instant
BPM is all about identifying and improving processes notifications guiding your processes.
to make your business more efficient, disciplined, and
better able to adapt to change. Epicor incorporates To offer more opportunities to build these notifications
BPM technology to enable organizations to automate into your processes, Epicor Collaborate lets users develop
and streamline business processes for continuous custom notification rules. This is achieved with the
improvement. Epicor BPM augments your current efforts Change Data Capture management solution.
of continuous improvement by allowing you to more
closely tailor your Epicor solution to reflect the best Task Management Workflow
practices you have developed. The Epicor Task Management system allows you to
connect your people with processes and the ERP system
Epicor BPM is integrated across the toolset to enable itself. As business processes become more complex and
easier deployment of key integrations and business dynamic, it’s important for any enterprise application to
processes in your ERP. For example, Epicor BPM recognize situations and help drive people toward the
works with Epicor Collaborate as a notification engine right efforts and the right decisions. Task Management
of events, with Epicor Functions to invoke standard workflow is available in key areas of the system including
processes and facilitate more elegant integrations, and CRM, Engineering, Epicor Case Management, and Epicor
Epicor Automation Studio to initiate its automations Maintenance Management
and activity workflows.
90 | Cloud Business Platform
 Epicor for Manufacturing

Applications for IoT optimized. Solutions that start with key business metrics
Kinetic offers multiple solutions, on the plant floor or for manufacturers reduce the time and effort in building
the wider business, to leverage data collected from business-specific metrics and shortens the time for
equipment and systems for ongoing monitoring, action, deploying and obtaining ROI for your ERP solution. Refer
or wider analysis. to the "Business Intelligence and Analytics" chapter for a
complete picture. Below is an overview of the portfolio
Epicor IoT available with Kinetic.
Epicor IoT is a Kinetic module that integrates with the
Microsoft® Azure IoT Hub. This application monitors and • Business Activity Query with over 800 "out
visualizes data from sensors and other Epicor products. of the box" views
Epicor IoT leverages Microsoft® Azure IoT Hub to gather • Epicor Data Discovery
context and in-depth production data from within Kinetic. • Epicor Data Analytics
Users gain intelligent insights into the production and • Epicor Data Analytics Content Packs for Sales,
day-to-day enterprise activities, achieving deep levels of Materials, Financials, Field Service, Epicor Maintenance
operational efficiency. Management, and Epicor Advanced MES
• Epicor Data Analytics modules for Financial Statements,
Epicor IoT can monitor data from equipment, assets, Budgeting, and Forecasting
environmental factors, and inventory locations. Events, • Epicor Financial Planner
sensor data, and machine telemetry data flow into the IoT • Spreadsheet Server
hub. From there, the Epicor IoT Administrator can choose • Epicor ECM
which data propagates to the Epicor IoT module. Epicor • Epicor Forms and Reports
IoT leverages an advanced rule-based engine to detect • SSRS Reporting
patterns and raise alerts and notifications that propagate • Advanced Print Routing
into ERP, where they can be used to trigger business • Auto Print Control
process changes. For example, when Epicor IoT detects • Bartender Label Printing
degrading equipment, it raises a maintenance suggestion.
Advanced Print Routing
Epicor Advanced MES Your customers, suppliers, and internal users all have
Epicor Advanced MES is an edge solution that collects IoT, different reporting and document requirements. Some
Industry 4.0 data to drive greater production efficiency may need documents e-mailed as an attachment, or
on the plant floor. It extends your Epicor system to deposited into a designated folder for FTP delivery.
deliver automatic production monitoring and process Others may still need printed copies. Information needs
monitoring, empowering manufacturers with production vary from customer to supplier, as well as between
data and the ability to eliminate inaccurate and time- internal roles.
consuming manual data collection; so operators
can stop measuring and monitoring, and focus on Advanced Print Routing (APR) is built right into Kinetic to
making quality products. provide important business documents and reports to the
right people at the right time, with the right information.
You can achieve informed lights-out manufacturing, Easy-to-use tools quickly create, route, and format your
and get the powerful metrics you need to improve reports and commercial documents. You can send
performance–Overall Equipment Effectiveness (OEE), order confirmations or invoices to customers, generate
run rates, scrap, yield, energy consumption, material and submit required financial reports, and deliver
consumption, and much more. Accurate machine-related parts reports or pick-lists to your operations personnel.
data, along with operator depth and dimension, helps With Advanced Print Routing, your organization
you pinpoint critical issues, reduce waste, and improve can reduce reporting errors, improve customer
quality and customer service. satisfaction, and eliminate the hassle of supporting
additional applications.
Robust Business Monitoring, Reporting, and
Analytics Solutions, AI/ML Epicor Enterprise Content Management (ECM)
Epicor gives you a strong portfolio for monitoring, Epicor ECM combines with a deep integration to Kinetic
reporting on, and analyzing your business data. Enabling to form APR Enhanced, the next level above Advanced
users with self-service tools helps ensure critical events Print Routing. It transforms your paper-based system into
and trends are acted on quickly and business results are a fully digitized repository with document repository links
Cloud Business Platform | 91
Epicor for Manufacturing

in Kinetic that eliminate the waste and double-handling Epicor Intelligent Data Capture (IDC)
associated with paper and poorly maintained online The first step in most Epicor ECM workflows, Epicor
folders. The central and secure document repository and IDC eliminates labor-intensive, error-prone, and time-
optional business automation workflows for document consuming manual document processing. Easy to use
approvals integrated to Kinetic help manufacturers and configure, Epicor IDC is integrated with Epicor ECM
achieve ISO 9001 and other certifications. Epicor ECM to simplify data capture for content management and
is configurable for your company’s needs, and while business process automation. Its artificial intelligence
customers traditionally have started with the Epicor AP and machine learning provides automatic self-learning
Automation module, many manufacturers are just as for fast set-up of previously unseen invoices, with no
interested in applying the solution to other departments, templates or programming necessary. Epicor IDC starts
such as in packaging and shipping, where the Epicor ECM with capturing documents from emails, network watch
PackageWorks module enables high-speed, automatic folders, fax, multi-function-devices or via direct API
selection of the appropriate quality document packages connection. Next its classification engine uses AI machine
unique to each customer’s order and is highly valued for learning to look at the document in much the same way
the huge savings in time and resources. a human would, asking: Is it a an invoice? A purchase
order? A credit memo? It looks at physical attributes, such
Complete functionality includes: as lines, grids, fonts, and barcodes, and it looks for key
words and phrases using a machine learning algorithm
• Drag-and-drop attachments in Kinetic for natural language processing. It also determines where
• Document repository one document stops and another starts, and includes any
• Industry-unique ValiDate security attachments associated with a document. Lastly, Epicor
• Contextual retrieval IDC uses unassisted machine learning with no prior setup
• Document retention policies to extract the required header, footer, and line-item data
• Multiformat document viewing fields to send on through to Epicor ECM.
• Web browser interface
• Mobile apps Dynamic Documents
Dynamic Documents is a product which gives our
Optional functionality includes: customers the flexibility to design their own form and
drive business actions within Kinetic. This feature will
• Epicor AP Automation (refer to “Financial Management” provide a Word Plug-in where a Word document is
chapter for more information) defined and converted into a PDF and leveraged in a
• Sales Order Automation (refer to “Sales Management” Kinetic platform this allows the document type as an
chapter for more information) extension of instructions to the operator. This document
• Epicor ECM PackageWorks for document will be associated with the Kinetic Job Entry, within
package workflows Epicor Data Collection. This PDF document template will
• Epicor IDC for Intelligent Data Capture be created by the customer administrator. It can be saved
• Electronic Forms and will be available when starting production or starting/
• Connector for DocuSign® eSignature ending setup; the operator will be able to enter data to
• Customizable Workflow module acknowledge that an action was completed.

Epicor Commerce
Businesses looking to improve customer service,
reduce lead times through new business efficiency, and
deliver new opportunities to sales will often invest in
eCommerce solutions. Epicor Commerce was designed
to solve the challenges of manufacturers and their unique
needs as they integrate an eCommerce solution. Epicor
Commerce is built on the Magento platform—a leader
in eCommerce—with a comprehensive ecosystem and
Epicor ECM leverages smartphones and tooling in constant development, enabling businesses
tablets for access anytime, anywhere to stay current with the latest commerce trends. Epicor
Commerce is also fully integrated with Kinetic and
offers the synchronization required by most commerce
92 | Cloud Business Platform
 Epicor for Manufacturing

sites, while boasting additional capabilities needed by

manufacturers—including full integration with Kinetic
product configuration. Finally, Epicor Commerce easily
extends to new data elements and provides a platform for
eCommerce business growth.

While many companies can provide eCommerce services,

very few leading providers are able to deliver the value
and rapid results that Epicor Commerce affords. It can
extend business boundaries with a proven commerce
architecture that connects businesses to consumers,
customers, and suppliers—and enables Kinetic customers
to utilize their websites to help drive revenue, increase
customer satisfaction, and grow their businesses.

View B2B transactions in easy-to-understand text

message format instead of “EDI-speak”.

Complete EDI HQ funtionality includes:

• Highly performant JSON API endpoints built

exclusively for integration to Kinetic

• Support for ANSI X12 and

UN EDIFACT EDI standards

• Modern, easy-to-use interface

• “One-click” trading partner setup

Epicor Commerce is always a click away for a great
customer experience and additional revenue potential. • Scalability

Epicor EDI and B2B Integration Optional functionality includes:

Supply chains require flexibility and resilience now
more than ever. When your company transacts business • EDI/Demand Management—A Kinetic module (refer to
electronically, prospects and customers can pivot to you the “Sales Management” chapter for more information)
quickly. You also get similar benefits when transacting
with your upstream suppliers—in fact, Epicor EDI can • Epicor Supplier Portal (refer to the “Supply Chain
connect any supplier to you even if they don’t have Management” chapter for more information)
an EDI/B2B solution themselves. Whether you need
traditional EDI or other B2B formats such as JSON, XML, • [HQX] HQXchange—Bundled EDI and business visibility
REST API, and connections to eCommerce marketplaces,
Epicor EDI with its 30 years of innovation has you covered. • [IX] IntelligentXchange—Visibility and analytics tool for
translating EDI data
Our EDI solutions are compliant with leading supply
chains and retailers including Caterpillar, General Motors, • [MX] ManagedXchange—Fully managed EDI utilizing
Eaton, General Electric, Amazon, Walmart, Lowe’s, Kohl’s, [HQX] software
and many more. Base functionality is contained in the
Epicor EDI [HQ} HeadQuarters™ module, the industry- • [AS2] AS2 Complete—AS2-compliant for secure data
leading EDI and B2B mapping and translation solution transport, encryption, and certificates management
that allows full control of EDI operations.
• eCommerce marketplace connectors
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Epicor for Manufacturing

Epicor Electronic Reports Align Greater Fit to Business Needs

If your business needs to generate an electronic report With Configuration and Integration
from the Kinetic ERP system, the Epicor Electronic Reports Technologies
module is a great solution that allows experts to produce Epicor Application Studio Configuration
data report files in diverse formats such as XML, JSON, We understand one size doesn’t fit all. Epicor offers the
PDF, and more. flexibility you need to easily configure the system to
meet your unique industry and business requirements.
Epicor Electronic Reports features the user-friendly query For businesses, Epicor Application Studio takes a best
editor solution in Kinetic, the Business Activity Query practice approach to system configuration. It takes
(BAQ) designer that every user has access to and which out the complexity of changing code, as configuration
allows any user to create data queries easily with filters, is done in a low/no code environment. Protect your
conditions, and summaries. The data source can be investment by staying current with the latest releases, as
used in any area of the Kinetic solutions, but this module the configurations done with Epicor Application Studio
is mostly used for financial data reporting such as GL are easier to upgrade, secure, and cloud friendly. Epicor
transactions, Chart of Accounts, balances, electronic VAT Application Studio tools offer an easier and faster way
reports, and invoice transactions. to build your own experience. Configure screens, fields,
row rules, events, page layouts, and more through a
Third-party organizations often require financial data visual designer and drag-and-drop functionality to add
in electronic format, including customers, suppliers, components―all done in a low/no-code environment.
auditing firms, analysts, advisory companies, banks, Easily access your existing configurations through a
investors, or authorities. Publicly traded companies published menu, load into the editor and preview your
are obliged to file their financial statements, quarterly configurations before deploying them to other users to
reports and many forms to the Electronic Data Gathering, make sure you achieved the desired outcome. Also, you
Analysis, and Retrieval (EDGAR) system used at the U.S. will have fast access to education resources from the
Securities and Exchange Commission (SEC). application to get you started in no time, with specific
training around the different elements and use cases.
Epicor Electronic Reports also support electronic
invoicing and digital signature solutions. The CSF • Cloud friendly
packages also use this module to provide digital report • Epicor Functions
files required by local legislations across the globe. Epicor • Epicor BPM integration
Electronic Reports helps your company do business • Low code/no-code configurations
globally. Refer to the "Financial Management" chapter for • Upgrade resilience
more information on this solution. • Design environment

Demand-Side Documents Supply-Side Documents

• (ORDERS, 850) Purchase Order—Inbound • (ORDERS, 850) Purchase Order—Outbound

• (ORDRSP, 855) Purchase Order Ack.—Outbound • (INVOIC, 810) Invoice—Inbound

• (INVOIC, 810) Invoice—Outbound • (DESADV, 856) Adv. Shipping Notice—Inbound

• (DESADV, 856) Adv. Shipping Notice—Outbound • (DELFOR, 830) Planning Schedule—Outbound

• (DELFOR, 830) Planning Schedule—Inbound • (DELJIT, 862) Shipping Schedule—Inbound

• (DELJIT, 862) Shipping Schedule—Inbound

Built-in Epicor EDI API endpoints support these documents for Kinetic.

94 | Cloud Business Platform

 Epicor for Manufacturing

Epicor Functions implementation, customization, and cross-platform

Epicor Functions sits alongside BPMs. When you create portability. Combined with powerful no-code/low-code
functions, you set up your own unique ERP method. Kinetic tools, even average business users can tailor
Both internal and external sources can then call this functionality and user experience to meet their business
function to execute Kinetic processes (services). For requirements. With Kinetic open APIs, you can improve
example, a function can be called internally to look up efficiency in many ways:
a phone number or called externally from an outside
program that attaches documents to part records. To • Anything the user interface (UI) can do, you can do with
maximize reusability and efficiency for developers, an our open APIs
Epicor Functions library is built over time to reuse these
functions—eliminating the need to copy and paste this • You can build your own custom applications and
logic to multiple BPM directives. Additional advanced connect with Kinetic
use cases for leveraging Epicor Functions include
building a standard set of fields that could be fed into the • You can integrate data into other business
function from an outside system, such as an eCommerce systems and applications
site or EDI transaction.
• Epicor Functions lets you design your own
RESTful services, especially custom logic,
that you can use anywhere

• BAQs let you make custom views that you can use
anywhere in the system

• Integration with external systems with API keys and

added security

Epicor Automation Studio, Powered by Workato

Epicor Automation Studio is a cloud-based enterprise
No code/low-code configurations provide automation platform that can automate the connections
flexible solutions to help you stay ahead. of Kinetic things to other things outside of the Kinetic
platform, as well as automate connections between
things inside the Kinetic platform. Using little to no
Business Activity Query Views coding, your Citizen Integrators can easily integrate and
Generate a custom view of your Kinetic data using a automate scheduled and event-triggered workflows
complete toolset. Business Activity Query (BAQ) views and robotic process automations (RPAs) between apps,
can be built so you can update data, too. Users can data, and Kinetic with this module embedded in Kinetic.
generate any table of business data and quickly update Epicor Automation Studio is commonly referred to as
key fields. This capability is often leveraged in updatable an integration platform as a service (iPaaS), but is more
dashboards, Epicor Application Studio configurations, accurately described as an integration-led automation
and as this is exposed as a REST service, integrations to module. Salesforce, ADP, and ServiceNow are just a
third-party applications. few of the 1,000+ connectors available. Over 400,000
automations (known as recipes) are also available in
Cloud SDK Workato's online community, which they may easily
Without having to write a single line of code, users can customize to their specific business needs. Additionally,
create additional user-defined (UD) fields in Kinetic that Epicor provides Industry Templates, a curated collection
automatically generate database tables and a REST API of recipes created by Epicor Development and customers
namespace, with basic methods to expose the UD Field exclusively for Epicor customers.
across Kinetic to tailor custom business applications.
Without ready-made integrations and automations,
REST API workers can squander hours manually logging data from
Everything in the system, including both the back other sources and updating records in Kinetic or following
end and user experience, is available through manual procedures, such as approvals and data audits,
OData compliant RESTful web services for easy instead of focusing on the value-added tasks they would
Cloud Business Platform | 95
Epicor for Manufacturing

rather do. Epicor Automation Studio addresses these

issues with an enterprise-class integration tool, powered
by Workato, that can be governed and monitored by
IT, but that also offers the ease of use and low barrier
to entry expected from consumer applications. The
advantages will be felt throughout the organization.

Finance and Accounting will benefit from automating

monthly exchange rate adjustments in Kinetic, Sales
will benefit from producing an order in Kinetic from an
opportunity in Salesforce.com, and HR will benefit from
uploading labor data from Kinetic to ADP. Automations
aren't just triggered by integrations to things outside
of Kinetic; Kinetic events can also activate automated
procedures inside Kinetic, such as correcting data that
was found to be incorrect after a transaction. These are
just a few of the many examples that can assist your
company in accelerating its digital transformation.

Compared to other integration methods, Epicor

Automation Studio is easier to use, monitor, and
debug; it runs in the cloud; and you can choose from
400,000+ recipes and 1,000+ connectors to outside apps.
Automation Studio covers more scenarios and its recipes
can be run from any of these starting points:

• Trigger from an app—For example, “when a new or

updated record event happens in Kinetic, do this…”

• Run on a schedule—Any time-based schedule—for

example, every five minutes, hourly, daily, weekly, or
any chronological calculation you want.

• Trigger from a webhook—A “lightweight API” that waits

for a response; for example, it can generate an email
containing buttons “Approve/Reject Purchase Order.”

• Trigger from another recipe—Lets you separate

repeatable sets of actions into recipes that you can
re-use in other recipes.

• Trigger from an API endpoint—Makes a recipe

an extension of any other systems that can call
an API, such as a recipe initiated by a Kinetic BPM
or Function.

The bottom line is Epicor Automation Studio provides a

cost-effective way to quickly connect and automate your
Kinetic applications internally and with external systems.

Epicor Integration Cloud

Epicor Integration Cloud is the platform of choice
for business system integration to allow customers
96 | Cloud Business Platform
 Epicor for Manufacturing

to meet their specific business needs. This may also • Industry cloud expertise where solutions unique to
include compliance with ITAR and other data regulatory your industry are available, such as the Kinetic for Life
requirements, with extensible integration. Beyond the Sciences in the cloud and Azure Government Cloud
standard integrations to Salesforce, and other packaged
integrations spanning industry leaders in such areas as • Cloud upgrades twice a year with innovative new
CRM, eCommerce, Analytics, 3PL/Logistics, and HR, it is functionality, and minor security updates every month
possible to create additional integration mappings of to keep your business information protected
standard objects. Custom fields can also be included
in synchronizations and automation using the Jitterbit • Anti-malware, redundant backups, and disaster recovery
Harmony studio in the Epicor Integration Cloud Platform. in-region for business continuity and resilience
This can be done at any time—either during an initial
project or in a subsequent phase by the Epicor Integration • 99.98% historical global uptime—we run Epicor
team or self-service by the customer. Epicor Integration solutions on world-class Azure data centers in all major
Cloud includes training that allows an IT resource to regions worldwide; you can view our uptime anytime
come up to speed on building integrations to different online at https://status.epicor.com/#!/
end points, amending an existing integration, monitoring
transactions, and keeping pace with evolving APIs. • A partner ecosystem certified for industry cloud and
enabled with tooling, to help ensure the success of your
Pivot Easily to Meet Demands implementation
With Flexible Cloud Solutions and
Deployment Choice Additional Pilot For Test Environments
Being an industry leader in global cloud ERP is in the DNA Optionally choose to extend your cloud solution
of Epicor. We aim to meet the changing needs of your with an additional environment for testing or
business with flexible cloud solutions that drive results development of extensions, without impacting your
today and into the future. Wherever that growth takes production cloud environment.
you. Kinetic is cloud ERP with a deployment choice of
public cloud, on-premises, or hybrid cloud. Hybrid cloud Upgrade Flex
allows businesses to step into the cloud with extensions, Business demands may require additional time before
without running their entire ERP in the cloud. As the transitioning to the new cloud upgrade. Optionally defer
solution offered uses the same technology, regardless of or “flex” the upgrade up to 90 days, using the Flex option.
cloud or on-premises, businesses can also choose to self-
host the solution or work with a third party. Multinational Cloud Production Environment Copy
organizations benefit from additional flexibility as Technology leaders and system administrators drive
distributed business units have deployment choices significant value by expertly leveraging ERP data to better
across the enterprise, with some sites choosing cloud and understand the business, drive efficiencies, and identify
others choosing on-premises deployment. Businesses growth opportunities. Access your data with a read-only
may choose on-premises because of the region or due to copy of your production environment with ODBC or Azure
remote geography that may cause challenges for cloud. Data Studio for data queries or integrations to third-party
solutions, such as Microsoft Power BI.
To fully meet the needs of our customers, Epicor has
created a complete portfolio of cloud service offerings Multiregion, Multicompany Cloud Transactions
designed to reduce the complexity of choosing cloud Kinetic offers the ability to enable a distributed cloud or
for your business. Whether you are new to Epicor or an hybrid cloud business model to unify your business and
existing customer looking to migrate to the cloud, Epicor accelerate your strategic growth plans. With this feature,
gives you a complete offering designed to simplify your you can now enable multicompany transactions to occur
experience to cloud, including: among separate, distinct instances of Kinetic.

• Microsoft Azure public cloud, with its rich cloud • Across Microsoft Azure data centers in different
infrastructure and services geographies (distributed cloud)

• Separation of the application infrastructure from the • Across Microsoft Azure data centers to on-premises
database layer, providing additional security and locations (hybrid cloud)
control over your cloud environment
Cloud Business Platform | 97
Epicor for Manufacturing

For multinational organizations with company

locations across the globe, you can gain a consolidated
view of multicompany transactions without having
to run all of them out of a single Kinetic database
in a single Azure datacenter. With the Multiregion,
Multicompany Transactions, you gain new freedom to
connect intercompany transactions such as purchasing
sales orders, and reporting across multiple ERP
instances. These instances, or databases, can serve
any number of company locations, in the cloud or
on-premises, so you can roll out a cloud strategy in
phases, meet local requirements, and improve global
visibility and alignment.

Kinetic for Life Sciences in the Cloud

The availability of critical business systems in the cloud
improves your ability to compete. Cloud enables both
business agility and the increased speed at which
technology is delivered to better meet business needs
for innovation. Additionally, Kinetic for Life Sciences
in the cloud helps provide the flexibility to support
annual Kinetic upgrades in a heavily regulated space.
The solution couples regulatory documentation with an
upgrade cadence designed for Life Sciences and their
strict requlatory requirements.

U.S. Government Cloud for

Aerospace and Defense
Select the U.S. Goverment Cloud solution for compliance
with ITAR and CMMC regulations. In addition to
running your Kinetic solution in the Microsoft Azure
U.S. Government Cloud data center, Epicor assigns US
nationals to support your environment and infrastructure
to help ensure compliance.

Secure Critical Business

Systems With Reduced Effort
Protecting your business from cyberattacks and natural
disasters gets increasingly complicated as technology
gets more sophisticated, attacks are more difficult
to detect, disasters are more widespread, and the
growing importance of data means the stakes are
only getting higher.

The question now is not if cyber crime is going to happen,

but when it does, do I have the right protections in place
to keep my business safe? Kinetic helps you answer this
critical strategic question with important safeguards
like data backups, authentication services, managed
firewalls, and antivirus capabilities. With Kinetic you
can build layers of protection that reduce risk to your
business, including:

98 | Cloud Business Platform

 Epicor for Manufacturing

• Multifactor authentication multi-factor authentication (MFA), and standardized

• Disaster recovery in region password policies, as well as method security protocols
• Daily backups retained for 30 days to secure types of processing users are able to carry out—
• 24/7 security monitoring like allowing a user to update an existing part but not add
• Periodic tests and audits to help ensure reliability a new part—by user or group.

Epicor Security Suite for Hybrid Complete Security features also include:
and On-Premises Deployments
Securing internal systems, including networks and • Data-level security
workstations, from security threats can be an expensive • Security reporting
and complex initiative for most businesses. The Epicor • Online edits and audits
Security Suite is designed to reduce this cost and • Date and time—using server
complexity, helping provide the peace of mind that your time—and user name for auditing
systems will be ready when you need them. • Product security
• Application security
Epicor Security Suite includes key components that • Access security
provide state-of-the art, comprehensive cybersecurity • Business security
protection, including: • Change logs
• Complete audit control
• Epicor Secure Firewall Service • HTTPS protocols
• SonicWall Capture Client Endpoint Protection • Support for Microsoft SQL Server®
• Epicor Secure Backup Transparent Data Encryption (TDE)
• Cellular ISP Failover • Data masking
• Multifactor authentication
Application level security
The Kinetic comprehensive security features secure
access to multiple companies, without having to close
all forms or carry out different logins when switching
companies. Plus, Epicor provides options for user
authentication services with Epicor Identity Provider or
Microsoft Azure Active Directory for single sign on (SSO),

Cloud Business Platform | 99

We’re here for the hard-working businesses that keep the world turning. You’re the companies that make, move, and sell the
things we all need. Trust Epicor to help you do business better. Your industry is our industry, and we understand you better than
anyone. By working hand-in-hand, we get to know your business almost as well as you do. Our innovative industry solution sets are
carefully built to fit your needs and respond flexibly to your fast-changing reality. We accelerate ambitions, whether you want to grow
and transform, or simply become more productive and effective. That’s what makes us the essential partner to the world’s most
essential businesses.

Contact Us Today: info@epicor.com | www.epicor.com

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fitness for a particular purpose, merchantability, satisfactory quality, or reasonable skill and care. Testimonials are unique to the particular user and may vary. Epicor, the Epicor logo, and
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