As part of our quarterly community service initiative for Q1 2020, Encompass Solutions will be working with SPCA of the Triad to conduct a donation drive. We are gathering and requesting Food, Materials, and monetary donations to assist our local SPCA. While all of our employees are encouraged to participate, we extend our invitation to participate beyond the walls of our offices. If you’d like to help improve the lives of shelter animals and their caregivers, please join us in making a donation.

We are holding a food drive for the SPCA of the Triad from March 1 – April 14, 2020 (extended from the original March 31 close). Ideally, we want to funnel all goods to our Greensboro office and monetary donations through our local SPCA. However, if you’d like to support your local chapter, that’s just as admirable.

We don’t want this effort to be limited to ESI employees. So, please invite your friends, family, and colleagues to participate. Please see our donation drive flyer below for more details on how you can participate and what items are needed most. To make a donation directly to the SPCA, you can do so here:

ENCOMPASS Q1 FOOD DRIVE SPCA FLYER

About Encompass Solutions

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


Epicor Insights 2020 Cancellation (Updated March 23, 2020)

Due to the growing concerns over the spread of COVID-19, Epicor has decided to cancel this year’s Epicor Insights 2020 conference. Refunds will be issued over the coming weeks for event registrations. Any additional inquiries can be submitted to the contact us through the link at the bottom of this post. We will endeavor to answer your questions as best we can.

Epicor Insights 2020

Epicor Insights 2020 is right around the corner. Taking place May 3-6, 2020 at the Gaylord Opryland Resort & Convention Center in Nashville, TN, Epicor Insights 2020 delivers “Your 2020 Vision” to businesses around the world. Join us for this exciting event to learn more about the powerful tools developed by Epicor Software Corporation, speak with existing and prospective customers, and speak to Epicor Certified Partners, engineers, and developers.

Dedicated education tracks are made available. Each focused on specific products and solutions, these educational tracks deliver all the details as well as practical applications of the tools available, not to mention the many more opportunities to network across products and industries.

Learn about each specific Epicor solution, network with your peers, and enjoy the core benefits of a global customer conference. Gain valuable insight on how to utilize your Epicor solution to grow your business, your employees, and your bottom line. We hope you’ll join us—and your peers—in Nashville!

Agenda at a Glance

Saturday, May 2, 2020

8:00 a.m. – 5:00 p.m. Pre-Conference Extended Education
Sunday, May 3, 2020

8:00 a.m. – 5:00 p.m. Pre-Conference Extended Education
5:30 p.m. – 7:30 p.m. Welcome Reception

Monday, May 4, 2020

Breakfast
Executive Welcome Keynotes
Lunch
Product Breakout and Hands-on Labs
Wine & Cheese Reception

Tuesday, May 5, 2020

Breakfast
Morning Keynote
Product Breakout and Hands-on Labs
Lunch
Product Breakout and Hands-on Labs
Evening Dinner and Entertainment

Wednesday, May 6, 2020

Breakfast
Product Breakout and Hands-on Labs

Epicor Insights 2020 Product-specific Agendas

Epicor ERP | CMS | EDI

Prophet 21

Eclipse

Epicor Insights 2020 Conference Highlights

In-Depth Extended Education Courses

Offered on Saturday, May 2 and Sunday, May 3 prior to the conference. Valued at $495, these four-hour training sessions are only $275.

Valuable One-On-One Sessions

Schedule individual meetings with Epicor executives and product experts.

Technical Insight

Learn how to reduce costs, increase ROI, and deal with compliance issues.

Peer Insight

Network with fellow professionals, discuss common challenges, and share solutions.

Education ROI

Extended education sessions offer a deep dive into the business software you’re using today.

Practical Insight

Attend labs with Epicor technical staff demonstrating practical software solutions.

Expert Insight

Hear from Epicor executives regarding what lies ahead and schedule meetings with Epicor experts.

Epicor Insights 2020 Extended Education

Extended education sessions will take place Saturday, May 2 and Sunday May 3, 2020 on-site at the Opryland.

These are elite training sessions developed by the Epicor worldwide education, product management, development, support, and services teams. They move beyond traditional labs and are conducted by Epicor professionals for product-specific training with your own Epicor-provided computer, small class size, and direct access to technical experts. These sessions will be available Sunday and Monday before the conference.

Pricing

Extended Education Sessions are not included in your Insights registration fee. These additional courses are valued at $495, but are offered at the conference for $275/session. Sessions are four hours long and run from 8 a.m.–12 p.m. or 1–5 p.m. Some courses consist of two parts from 8 a.m.–5 p.m. at $550. Registering for only one portion of a two-part session is not permitted.

Classes

Epicor ERP | CMS | DocStar | Mattec

Prophet 21

Eclipse

Become an Epicor Insights 2020 Speaker

  • Opportunity to showcase hot topics
  • Increased visibility of your business as an industry leader
  • 50% discount off the regular registration fee for accepted single presenters
  • 20% discount off registration for accepted presenters on 2+ panels
  • 10% discount off registration for accepted presenters on one panel

Please take a moment to tell us what information you would like to present or what business issues you have solved using Epicor solutions. Presentations can be organized as best practices, case studies, general business, technical, or tips and tricks. Submit an abstract with 500 words or less, and a member of the Insights team will contact you if you have been selected to speak.

Epicor Insights 2020 Hotel and Travel

Hotel Reservations

Gaylord Opryland Resort & Convention Center 2800 Opryland Dr. Nashville, TN 37214 Book Your Discounted Insights Hotel Rate!Book before March 29, 2020, to secure your discounted rate.

Group rate: $199 (9.25% sales tax & 6% occupancy tax plus $2.50 city tax per room per night)
Daily Resort fee of $26 plus applicable taxes will be added to each guest room rate.

Discounted Group Rate cut-off: March 29, 2020

Check-in 3 pm
Check-out 11 am

Office: 615-889-1000 and Toll-Free: 1-877-382-7299 *Please note that Insights attendance is limited to current Epicor customers, authorized partners, and invited guests only. As in past years, full conference registration includes all conference sessions, access to the Solutions Pavilion, meals, and the evening events. All conference sessions and meals will take place at the Gaylord Opryland Resort & Convention Center in Nashville, TN.

Shuttle Service Information

Gaylord Opryland offers a daily roundtrip shuttle service from the Nashville Airport to the Hotel. Purchase tickets here online, or upon arrival to the airport, find the Gaylord Opryland Welcome Desk on the lower level of the airport between the two escalators. An agent can assist with travel needs and ticket purchase, or guests can use the resort kiosk, which is located at the welcome desk. Daily shuttle schedule:

CASCADES LOBBY CANOPY located outside the Cascades Lobby to the left.

MAGNOLIA CANOPY (Inn at Opryland upon request) 7 am – 6 pm (departs every 30 minutes)

Cost: $35 per person, roundtrip fareGuests ages 18 and under will receive complimentary admission with an accompanying paying adult.

Guests 65 and older receive a discounted rate of $32 for roundtrip fares.

Epicor Insights 2020 Entertainment

Little Big Town

GRAMMY, ACM, CMA, and AMA Award-winning group, Little Big Town — consisting of members Karen Fairchild, Phillip Sweet, Kimberly Schlapman, and Jimi Westbrook — first entered the music scene over 20 years ago with hit songs “Boondocks,” “Bring It On Home,” “Good As Gone” and the GRAMMY-nominated “Little White Church.” Their breakthrough albums Tornado and Pain Killer produced multiple #1 singles, including “Pontoon,” “Tornado,” and “Day Drinking,” as well as the history-making, best-selling country single of the year (2015) “Girl Crush.” 2017’s, The Breaker, debuted #1 on the Billboard Country Charts and Top 10 (No.4) on the Billboard 200 to critical acclaim, marking the group’s fourth Top 10 debut on the Billboard 200 chart. The album features their GRAMMY-winning, multi-week #1 single, “Better Man,” as well as the 2019 GRAMMY-nominated, “When Someone Stops Loving You.” The band recently released new music from their upcoming ninth studio album, Nightfall, the Grammy-nominated song “The Daughters,” country single “Over Drinking,” and “Sugar Coat.” The album is set for release January 17, 2020. Little Big Town has earned more than 40 award show nominations and in the past five years has taken home nearly 20 awards, including multiple GRAMMY, AMA, People’s Choice, CMA, ACM awards, and an Emmy award. The Grand Ole Opry inductees (2014) went onto receive their star on the Nashville Walk of Fame in 2017. In July of 2018, The Country Music Hall of Fame and Museum in Nashville launched their lead, yearlong exhibit called LITTLE BIG TOWN: THE POWER OF FOUR showcasing the bands powerful and storied 20-year history within the country music community. The band recently launched 4 Cellars wine, their first non-musical project as a band, with Browne Family Vineyards. The collaboration features exclusive wine blended by the foursome and recently released canned wine spritzers called “Day Drinking.”

Epicor Insights 2020 Keynote Speaker

Marcus Lemonis

As an impressionable youth, Marcus Lemonis read the description of the Entrepreneur to his mother from the dictionary while working on a school project, which inspired him to challenge himself and make his dreams come true. His humble beginnings and journey through life represent the heart and soul of what true entrepreneurism is. Although he was not born in America, he is proud to be living the American Dream through hard work, determination and believing. Those who have had the chance to hear his story through his moving speaking engagements would say that he is humble, down to earth and 100 percent brutally honest. A past nominee for the 2018 Critic’s Choice Award for Best Structured Reality Series for his work on CNBC’s The Profit, Marcus lends his business expertise to struggling businesses in various industries across the country while using his famous People-Process-Product principle. Through his 3P mantra, he analyzes every business by the quality people, whether they have an excellent and relevant product, and the best possible process for creating, delivering, and selling that product. While many people frequently call him the “business turnaround king,” he will be the first to say that he really helps people with tough love so they can use the experience to inevitably succeed. Marcus was born in war-torn Beirut, Lebanon in 1973; and, at nine months old, was adopted by a couple living in Miami, FL. As a young child, he was exposed to positive and prosperous business values at his family-owned auto dealership. His entrepreneurial spirit bloomed at age 12 while attending Epiphany Catholic School, when he started a lawn mowing service to generate money for a candy business while enlisting his friends for their help. He then graduated from Christopher Columbus High School and moved to Milwaukee, WI to attend Marquette University, where he studied Political Science, Criminology and Economics. With approximately 225 locations in 36 states and a comprehensive e-commerce platform, Marcus has long time served as the Chairperson at America’s #1 source for RVs, camping accessories, RV maintenance and repair – Camping World and Gander RV& Outdoors. In 2017, he became the RV Business Newsmaker of the Year for “evolving into one of the most transformational characters in the U.S. recreational vehicle industry.”With multiple ventures on his resume, Marcus can be seen sharing his knowledge through numerous business and entertainment television programs and is also regarded as one of the most sought-after industry experts and keynote speakers in the small business sector today. Marcus drives results through collaborations, partnerships and relationships. His advice for aspiring entrepreneurs is simple: know your numbers, trust the process and remember that he’s 100 percent IN CHARGE!

Conference FAQs

What is Epicor Insights?

Epicor Insights is the official global customer conference for Epicor customers. It brings together Epicor customers, partners, and industry experts for a three-day learning and networking experience focused on Epicor products, solutions, and future plans. With more than 500 sessions and extensive hands-on labs, the conference offers the opportunity to learn, connect with peers, and understand your industry best practices.

When and where is Insights held?

Insights 2020 will be held Sunday, May 3-Wednesday, May 6, 2020

Gaylord Opryland Resort & Convention Center

615-889-1000

2800 Opryland Dr.

Nashville, TN 37214

Who should attend Insights?

Users of Epicor products who want to extend functionality and protect their investment in Epicor solutions are encouraged to attend. The conference has something for everyone—from IT-focused professionals to business executives.

Please note that Insights attendance is limited to current Epicor customers, authorized partners, and invited guests only.

Are meals provided during the conference?

All conference attendees and paid guests with either a guest pass or Tuesday night pass have access to that pass’ applicable meals.

What is the dress code for the conference?

The attire for Insights is business casual. The meeting space can be cold, so please bring a jacket or a sweater for your comfort.

How do I book my hotel at the Epicor rate?

Epicor has reserved a block of rooms at Gaylord Opryland Resort & Convention Center for the Insights 2020 Customer User Conference. Book your discounted hotel rate for Insights 2020 here.

How do I register?

Register here.

Can I transfer my registration to someone else in my company in the event I cannot attend?

Yes. Substitutions can be made in writing to Insights registration at insights@epicor.com with the names of both the original and substitute registrant and/or guest.

What if I need to cancel?

There is a $150 fee for cancellations made prior to April 3, 2020, the full conference amount is non-refundable. All cancellations must be made in writing and addressed to “Epicor Insights 2020—CANCELLATION” and faxed to (949) 341-4994 or sent by email to insights@epicor.com

How do I get a copy of my registration invoice?

A link to your invoice(s) will be sent to you in your registration confirmation email. Please click on that link to print out the invoice(s) to send in with your company check for payment. If you need an additional copy, you can access your invoice(s) through your registration record or email insights@epicor.com

How can I pay?

Acceptable methods of payments are check, credit card, or wire transfer.

Getting Involved

Are you accepting speaker applications?

Information and best practices shared by users is extremely valuable content that we look to maximize every year. There’s also a significant discount if your abstract is selected. Please visit the Call for Speakers section for more information on submitting your application.

Are there any sponsorships or exhibit spaces available?

Yes, sponsors are included in Insights every year. Sponsorship opportunities are available to all Epicor Alliance Partners. To get more information on becoming a sponsor of the event, please email insights@epicor.com

Coming Soon

Agenda Mobile App

About Encompass Solutions

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


If you’re in the business of selling technology, you know that you win sales when you can solve tough, specific problems.

However, to demonstrate that you can solve a customer’s pain points, you must know technology solutions at a detailed level—you need deep product knowledge. You must also understand the specific needs of your customers so you can communicate which solutions and capabilities are most relevant to them. When you have more comprehensive knowledge on both fronts, you can communicate how your solution is differentiated, relevant, and superior on a functional level.

Take, for example, an automotive manufacturer. Production scheduling is a crucial aspect of their business. Contrary to manufacturers in other industries that may be more focused on cutting assembly line costs, many automotive manufacturers prioritize flexibility.

They need solutions that provide the opportunity to make live adjustments in production scheduling as needed. If new data shows more customers are buying red and black cars than yellow, they can adjust the assembly line to produce cars that reflect that current market demand. A smart sales rep understands the auto manufacturer’s priorities and communicates how their solution provides the flexibility to meet this need.

But simply understanding there’s a need for deep product knowledge is not enough. You also need to know how to best obtain product knowledge and then seek it out continually.

Here are six practical tips to help you stay current on product knowledge—three for companies and three for employees.

What Companies Can Do

1. Embed product knowledge in company culture

This first step is crucial. The importance of product knowledge starts at the top. Executives and other leaders should diligently work to ensure product knowledge is a valued part of your company culture.

Don’t just know your product—talk about it with each other and your customers. Hold town halls with your employees and share how product knowledge will play a central role—if it hasn’t already. Connect employees with internal subject matter experts so that ongoing conversations can be developed about the true benefits of your solutions.

Furthermore, when you meet with customer advisory boards, talk specifics about your solution. Demonstrate your expertise and enthusiasm for addressing your customers’ pain points.

2. Invest in product knowledge training

Once the importance of product knowledge is established in your company culture, follow through. You need to spend time and money on education that delivers information and training to your employees on product knowledge, important product updates, etc.

If you run into pushback on this front, emphasize the long-term benefits you’ll get out of this investment. When a customer feels your sales rep understands their business and specific challenges, not only is your company more likely to win a sale, but you also establish a greater level of trust for a long-term working relationship with that customer.

Working relationships built on trust also foster better communication that can have many unforeseen benefits. For example, your customer may end up providing you with feedback that leads to future innovation for the solutions you offer. But it all comes back to the trust you establish with your customer through product knowledge.

3. Be smart about sharing product knowledge

While providing employees with access to product knowledge is important, be strategic to maximize the impact of your efforts.

First, consider your words. Use plain language so communications and training are simple to comprehend and remember. Also, translate complex industry jargon so it’s easy for employees to share the information with customers.

Second, push out tech updates on an exception basis. This means sharing notable changes to a product. Avoid inundating your employees with unnecessary information.

Third, only send technology updates out to relevant personnel. Mass customize who gets what information based on their job function.

Finally, consider providing in-person workshops given by leaders in your business who are black belts or superusers on a specific solution. Have them go out and share their knowledge on pain points of businesses you serve, as well as the value propositions of your solution.

What Employees Can Do

1. Consume in manageable doses

Think back to your college days. If you crammed for a test, you might get a B—rarely an A.

But, if you studied throughout the semester and stayed up-to-date on reading, the time you needed to study for your test was less intense, you typically performed better, and you were able to retain the information long term.

The same is true for consuming product knowledge. Consume information as frequently as you can—even if it’s only two or three minutes at a time. Read an article while you wait in line for coffee. Watch a short tech update after you put the kids to bed. This doesn’t need to be a heavy lift—just a mindful one.

2. Ignore product release data at your own risk (I learned this one the hard way)

When your company provides you with a product update, use it. It’s part of a good-faith relationship. They are prioritizing the importance of product knowledge, and they want you to as well.

Go a step further. If you receive information that is helpful to you, share feedback and say why you found it helpful. Conversely, if you need additional information, don’t be shy about seeking it out.

3. Pursue information from objective outlets

In addition to the product knowledge provided by your company, seek information from outside outlets. Consider looking beyond tech publications. Professional, balanced publications and think tanks offer credible, researched information. For example, The Wall Street Journal and The Financial Times have tech sections that can provide a well-rounded perspective.

Technology constantly evolves, and maintaining up-to-date product knowledge is by no means easy. Remind yourself that it’s an investment in your success with your customers. When you can provide them with specific information and articulate how solutions address tough problems, everyone wins.

About Encompass Solutions

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


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

New Epicor Kinetic Design Reports And Processes

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

Kinetic Reports

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

Kinetic Processes

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

Epicor Kinetic Design Introduction

Epicor ERP Kinetic Design FAQ

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

What is Kinetic?

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

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

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

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

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

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

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

Can I customize a Kinetic Report or Process form?

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

Can I personalize a Kinetic Report or Process form?

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

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

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

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

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

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

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

How do I submit feedback on the Kinetic forms?

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

About Encompass Solutions

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


The Epicor Prophet 21 Emerging Business Program was designed and introduced to assist distributors with 10 or fewer users with implementing Epicor Prophet 21 Software using a simplified implementation approach.

Epicor Prophet 21 Emerging Business Program Introduction

This implementation approach relies heavily on distributor employee’s dedicating enough time to learn Prophet 21 Software functionality through our Epicor Learning Center via on-demand online training courses. These courses are then supplemented with phone support with Epicor consultants to ensure the distributor’s employees understand and can adapt their daily processes to Epicor’s best practices. The goal is to get the distributor on Prophet 21 using core functionality, with the expectation to grow and leverage additional Prophet 21 features and functions in future years.

Included Software

All Core Prophet 21 Software Functionality will be available. however, with the aim of the crawl/walk/run methodology, the Emerging Business Program will focus only on the implementation and training of specific modules. These are noted under Emerging Business Program Professional Services.

Optional Software

The below optional software may be implemented in Phase 1 of implementation.

  • DynaChangeTM Portals – included by default and allows for customized portals and dashboards to be created for reviewing open orders, purchase orders, or to do sales trending graphs, etc.
  • Epicor Forms Package – included by default and allows for customization of the Epicor forms (order acknowledgement, quotes, invoices, etc.)

Note that both Epicor and Encompass Solutions have other optional software and service offerings to complement the Prophet 21 Software. These are available to be implemented in a future phase after go-live. After implementation is complete, continue to work with your Partner Representative. They can help you identify other complementary products to support your growth.\

Epicor Prophet 21 Emerging Business Professional Services

Throughout your implementation, you will work with Encompass Solutions Consultants or Epicor directly, at your direction. Either organization will serve as your primary support during the deployment of the Prophet 21 Software within your organization. The different consultants are explained in more detail in your statement of work. Forecasts for the number of hours that may be required with each of these consultants, based on our past experiences and knowledge, to successfully get an organization live on Prophet 21 Software.

Your statement of work details hours engaged with the following groups:

  • Professional Services Consulting
    • Resource who will oversee the implementation, evaluate issues/risks and coordinate resources.
    • Resource(s) who will work with you over a series of remote engagements to complement your employees’ learning from the Epicor Learning Center.
    • Resource who may be on-site for two days of go-live support.
  • Technical Consulting – if applicable, resources who may work with you on the technical aspects of the Prophet 21 Software, such as the installation and deployment of Prophet 21 Software to your computers.
  • Data Conversion Consulting – if applicable, resources who may work with you on importing data into Prophet 21 Software.
  • Tools Consulting – if applicable, resources who may work with you on training or assistance with DynaChangeTM Portals or Epicor Forms Package.

During the implementation, over the series of Epicor Learning Center web courses and web-engagements with a consultant, we will work to get your employees trained on the following in-scope modules:

  • Basics of Order Management (entering orders/quotes/RMAs)
  • Basics of Inventory Management (item setup/bins/receiving/adjustments)
  • Financial Management (customers/credit limits/vendors/credit memos/AP vouchers/AP checks/convert PO to vouchers/general ledger/generic financial statements)
  • Purchasing (create PO, direct shipments, supplier management)
  • CRM (contact management, customer notes, customer alerts)
  • Reporting (general reports/inquiries as baseline in Prophet 21 Software)

We also have the following assumptions regarding your organization/implementation.

Note: if any of these assumptions are not accurate for your organization, please review the optional professional services offerings and discuss with your sales account executive.

  • Wholesale Distribution Customer in Prophet 21 core verticals
  • 10 or less concurrent users of Prophet 21 Software
  • Single company
  • Single physical inventory location
  • US-based customer and location
  • Does not require service & maintenance or light manufacturing as Phase 1
  • Does not require a high level of production order processing as Phase 1
  • • Does not require Epicor Commerce Connect, any API integrations, nor WWMS as Phase 1
  • Does not require any other add on packages that are not approved as an Emerging Business add-on for Phase 1 (see below under Emerging Business Prophet 21 Software)
  • Deploy as SaaS or On-Premise
  • Will dedicate time to online learning and working with Epicor consultants via the web to learn Prophet 21 best practice flows with the understanding of the crawl/walk/run methodology.
  • Will use the Epicor provided/default Chart of Accounts
  • Does not require Epicor to migrate or convert legacy software data into Prophet 21
  • Does not require multi-currency functionality in Phase 1
  • Does not require importing/container functionality in Phase 1

Optional Professional Services

There are several options for the Emerging Business Program when it comes to professional services. Please review to see if any of these apply to your organization/implementation. These options will impact the number of hours quoted for professional services. Purchased options are disclosed on the statement of work.

  • Chart of Accounts Option – Instead of using our provided chart of accounts (COA), this option allows you to use a custom COA.
  • Data Conversion Option – There are three different data conversion options. By default, the Emerging Business Program does not include Epicor Data Conversion services. However, you may choose to select a Standard or a Static-Only conversion. Hours will update based on the option you desire. The different options are noted under the section “Data Conversion.”

If you do any other unique processing of inventory or offer any unique services, please inform your sales account executive to do a review of the process to see if any additional services or software changes are needed to account for such.

Epicor Learning Center (ELC)

For your implementation to be successful, you will participate in online, on-demand, Epicor Learning Center (ELC) courses throughout your implementation. The Project Manager will work with your project team to assign courses each week for your team to take. The ELC includes a testing engine that enables distributors to uncover areas where their employees lack in their understanding of the Epicor Prophet 21 Software. It is critical that your employees are given time to complete these learnings. Otherwise, the timeline for the implementation and success of employees being able to do their daily jobs in the Prophet 21 Software will be jeopardized.

Implementation Phases: Crawl -> Walk -> Run

The Phase 1 goal of implementing Prophet 21 within your organization is to get you live and operational using Prophet 21’s core functionality. This is considered a “crawl” phase. After your organization has completed the implementation and operating on the Prophet 21 Software, you will then work, at your determined pace through self-education on the ELC, or with consultants, on expanding to use more Prophet 21 functionality to maximize business efficiency and positioning for growth. Expanding on functionality and leveraging more of the tools in the system (such as advanced demand forecasting) would put your organization in the “walk” phase. The final phase “run” is where your organization leverages much of the Prophet 21 Software functionality and complementary products (such as EDI / Wireless Warehouse / Data Analytics). Epicor Business Consulting services can help you get to a point where you are maximizing system use and are operating in a LEAN and efficient capacity. Epicor Business Consulting can also assist with your growth in helping grow to new locations or assist in supporting merger and acquisitions.

Implementation Timeline

The below outlines the training and milestones for a typical six-month Go-Live timeline to implement the Prophet 21 Software. Throughout this implementation journey, your Project Manager will work with your organization on ensuring tasks and training are completed timely to not jeopardize the planned go-live date. Implementing the Prophet 21 Software, even at a “crawl” stage, is no small task because of the robust functionality and hundreds of business scenarios the system supports. Our goal is to get you operational on Prophet 21’s core functionality with minimal business disruption. For the implementation to succeed, your employees must be given time every week to dedicate to training and completing required project tasks.

Epicor Prophet 21 Emerging Business Program Overview implementation milestones

Optional Data Conversion

The scope for Data Migration and Conversions is dependent on the Data Conversion option you may choose. Our consultants will support the customer data migration and conversion activities for up to the number of hours budgeted for data migration and conversion activities. If choosing an Epicor Data Conversion option, Encompass Data Consultants will assist with cross-references, importing your data into Prophet 21 Software, and working to resolve import errors. Your team is responsible for extracting your legacy-ERP data, populating Epicor-provided mapping sheets, and correcting errors in the data reported by the conversion routines. Encompass can provide consulting on extracting data or populating mapping sheets, however, this would be out of scope, and a change request added for additional hours. Data provided by your team must adhere to the applicable data map file requirements (provided by Encompass). Multiple iterations and corrections to the data by you or data conversion will jeopardize the scope to complete all data migration services within the allotted hours budget.

The data conversion options are:

Default – None – No data conversion services are included in your contract. Your organization is responsible for hand keying in or importing data into Prophet 21 Software without Epicor assistance. If data assistance is needed, a change request can be executed during the implementation of Epicor services.

Static Only – If this option is chosen, Epicor Data Conversion Consultants will assist with one import of select static data, which includes:

  1. Customer – Includes customer, customer address, and linkage to price libraries (as created by the customer), primary ship-to, and customer contacts.
  2. Alternate Ship-Tos – Includes alternate ship-to and ship-to addresses.
  3. Vendors – Includes vendor, vendor address, vendor purchase accounts, alternate suppliers.
  4. Suppliers – Includes supplier, supplier address, and existing vendors for suppliers.
  5. Inventory Items – Includes item master, item location, inventory supplier, item description, item UOM, and supplier by location.

Standard – The data conversion efforts include one import of static, one test import of dynamic data, and one final import of production (go-live) dynamic data. These data imports include:

Static Data:

  1. Customer – Includes customer, customer address, and linkage to price libraries (as created by the customer), primary ship-to, and customer contacts.
  2. Alternate Ship-Tos – Includes alternate ship-to and ship-to addresses.
  3. Vendors – Includes vendor, vendor address, vendor purchase accounts, alternate suppliers.
  4. Suppliers – Includes supplier, supplier address, and existing vendors for suppliers.
  5. Inventory Items – Includes item master, item location, inventory supplier, item description, item keywords, and supplier by location.

Dynamic Data:

  1. Open Invoices (open Accounts Receivable) – Includes invoice header and line.
  2. Closed Invoices (for sales history) – Includes invoice header and line.
  3. Open Accounts Payable Summary – Includes voucher header information.
  4. Inventory Quantity On Hand – Includes item QOH, linkage to bins (as created by the customer), item lots, and item serial numbers.
  5. Item History – Includes item history information (quantity sold per item per month) used for advanced demand forecasting (Note this does not include purchase-related history).

Encompass Provided Chart of Accounts

An additional chart of accounts is included within Prophet 21 with the Emerging Business Program. You will have the ability to remove, edit, or add accounts if you desire after setup. Note that any edits will require you to edit mapping to the financial statements. The mask XXXXX-XXX is fixed and cannot be edited. The last three digits are a branch designation (allowing for different income statements or balance sheets for different locations, if desired).

If the “canned” chart of accounts or mask is not suitable for your company, you may choose to key or import in a customized chart of accounts. If you wish to load your own accounts, please inform your sales account executive as this option adds additional professional services setup/configuration hours to your contract.

For more information on the Epicor Prophet 21 Emerging Business Program, contact Encompass Solutions today using the link below.

About Encompass Solutions

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


The Article “What You Need to Know About Cloud Computing” was previously published on the Epicor Shop Floor, Here.

New technology can be scary. Not Terminator scary (not yet, at least), but it has the power to completely transform the way we all do business.

The rate at which it’s changing and evolving can be overwhelming, and it won’t stop anytime soon. Especially when it comes to cloud technology.

According to one recent IBM study, businesses plan to move 75% of their non-cloud applications to the cloud within three years.

So, what is cloud computing exactly?

In a Nutshell: What Is Cloud?

From storage to software, if you’re getting/using it over the Internet, it’s cloud computing. “Cloud” is the delivery of on-demand computing resources over the Internet.

When you take a picture on an iPhone, it gets backed up and stored in the cloud. When you stream a movie on Netflix or a song on Spotify, you’re accessing it from the cloud. Banking apps, social media, and even Fortnite all rely on cloud servers.

In professional settings, organizations often deploy their business systems in the cloud. Before, these systems were hosted on servers physically located at the business (“on-premises”). But now, everything from enterprise resource planning (ERP) solutions, to inventory management applications, to point of sale software, and more runs in the cloud.

What It Can Do: Benefits of Cloud

Greater Innovation
Did we mention technology is changing quickly? Rather than racing to catch up, cloud allows you to compete at the forefront of your industry.

Because cloud deployments let you pay over time and as needed, the latest innovations are now just as accessible to smaller businesses as the larger enterprises.

Lower Total Cost
Cloud transforms your IT resources from a cost center to a profit center. Hosting software on-premises racks up a huge amount of cost and risk—buying servers, powering them, maintaining them.

When you outsource that computing power to the cloud, someone else gets to deal with it, while you get to focus on growing your business through strategic initiatives.

Increased Flexibility
Also known as “scalability.” The cloud enables you to customize IT resources to your specific business needs—both now and in the future. Add users, increase bandwidth, boost storage capacity, and more. Whatever you want, whenever you want.

Being able to scale up or down ensures users always have what they need to be productive.

Improved Performance
Cloud providers regularly update server hardware to the latest and greatest. Plus, customers get the most up-to-date software delivered automatically.

Rest easy knowing that you always have the most powerful, current software available. You don’t have to burden IT staff with time-consuming updates and upgrades.

More Security
This is probably what keeps you up at night. Data hosted on-premises is vulnerable to break-ins or even natural disasters. Without a proper backup, you could lose that data forever.

While it’s true that no data is 100% safe, data stored in the cloud is much more secure. Cloud providers continuously update their servers to combat the newest threats. Plus, your data is consistently backed up in separate servers, often thousands of miles apart.

How It Works: Different Types of Cloud

While there are many different types of cloud services available, each one offers unique benefits that enhance a business’ operations in a number of ways.

Software as a Service (SaaS)

Examples: Salesforce, Microsoft Office 365 apps, MailChimp, Epicor ERP Cloud

Most commonly used for: Out-of-the-box solutions

The most common type of cloud service, SaaS is software that users can access over the Internet.

SaaS may require a subscription fee to access the app from any compatible device over the Internet. Sometimes, you can even download the software directly to your computer.

Platform as a Service (PaaS)

Examples: Microsoft Azure, Amazon Web Services (AWS)

Most commonly used for: Database management, development tools, operating systems

PaaS is a big one for developers. A PaaS business rents out its technology library.

You can use it for developing, testing, delivering, and managing software applications. No need to buy underlying hardware or software. Instead, you can focus on developing and managing apps.

Infrastructure as a Service (IaaS)

Examples: Microsoft Azure, Amazon Web Services (AWS), Google Cloud

Most commonly used for: servers, networking, storage, and more

IaaS companies rent out an entire IT infrastructure. You can pay to use theirs rather than hosting everything yourself. Servers, storage, networks, operating systems, you name it. All available on a pay-as-you-go basis.

Because this model is so broad, it also allows for the most flexibility and customization.

The Verdict: Cloud is the New Norm

Cloud computing continues to grow year over year. Moving your business systems to the cloud can be a large, overwhelming change. But there are definitely some obvious cloud computing benefits.

Cloud is a tool that empowers business owners. And it can be a foundational piece to any digital transformation journey. It’s worth it to evaluate your business to see if the cloud is right for you.

About Encompass Solutions

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


Every year, millions of workers brave the cold to perform year-end full physical inventories in the final weeks of the fiscal year – with mixed results. While this annual ritual is in many cases the only way to reconcile inventory variances incurred throughout the year, it doesn’t need to be. Enter the cycle count.

Cycle Counts That Count will help you implement better cycle counting on a daily, weekly, or monthly basis starting in April and let you potentially conduct your last ever year-end full physical inventory that same year. The final full physical will validate your efforts at daily counting and provide management with the data they need to determine when to switch to a cycle only inventory process.

Cycle Counts That Count Or: How I Learned To Stop Worrying About The Year-End Full Physical Inventory And Love The Cycle Count

An effectively implemented cycle count program can, within 9 months, effectively do away with conducting a full physical inventory. That’s right. You can free your organization from the dreaded yearly shutdown that pulls staff away from their families during the holiday season and closes your shipping doors for a week. Now, what if we told you that our workshop would ensure you’d never have to perform another year-end full physical inventory, ever? Contact Encompass today to set up your workshop and we can help you perform cycle counts that count!

We can work with you to level work out over sessions that coincide with your low periods:

Cycle Count Project Management

Partner with your Encompass team to lay out a simple project for implementing daily or weekly cycle counting for your organization. The audience should include senior management, such as plant managers, the controller, or the executive team, as well as staff responsible for inventory control.

Our first workshop will review how a typical daily cycle counting program looks, how much time will be required to conduct daily counts, as well as case studies in efficiency gained by accurate inventory adjusted on a quicker basis. A series of planning documents will be provided and reviewed during this session which will create a custom-tailored implementation plan for your organization.

Our second workshop will include the same audience. The consultant will review your implementation plan with you and then provide training on setup, configuration, and daily processing of counts in Epicor. The goal of the session is to provide you with a simple roadmap you can follow to get the program up and running immediately for a small subset of product while you complete the implementation plan and ramp-up to include all products over the following 45 days. The session will be recorded to be used by staff for reference in the future.

Your First Count Workshop

We will schedule a follow-up session with our consultant and your finance and warehouse teams to work with you on setting up and processing your first cycle count.

Quarterly Reporting Workshop

We will then follow up with your inventory control team and workshop with your inventory control team to review your first 90 days of results, and help this team prepare their first cycle counting efficiency reports back for management.

End of the Year-End Workshop

In this workshop, your consultant will review best practices for a year-end full physical inventory and work with your team as they prepare to answer a critical question for management: Is this our last year-end inventory.

The agenda will include time to:

  • Review cycle count reports to determine how well parts are being counted based on ABC codes.
  • Review methods to identify problem parts based on recurring variances and suggest probable root causes.
  • Provide best practices for preparing for the full physical.
  • Provide Suggestions for reconciling year-end results and evaluating the cycle counting program’s success for the year.

Encompass are ready to partner with you today. For more information please speak to your consultant, Customer Account Manager (CAM) or our team at info@encompass-inc.com.

About Encompass Solutions

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


Encompass Solutions’ Managed Services offers a simple, structured patch management cycle to keep your on-premise Epicor installation aligned with Epicor’s update cadence policy.

The Encompass patch update program keeps your Epicor ERP system running at peak performance. This update cadence keeps your business in sync with the latest iteration of your Epicor software. The benefit Encompass provides is a dependable and iterative service that leaves you more time and energy to focus on revenue-generating activities for your business.

Stop spending time on tedious back-end tasks that can distract your teams from making real headway in the form of productive work.

What Is Patch Management?

Patch management is a component of overall system management that generally includes acquiring, testing, and installing multiple patches. Common patch management tasks include, but are not limited to:

  • Maintaining knowledge of available patches
  • Determining which patches are appropriate for specific systems
  • Proper patch installation
  • System testing prior to and following installation
  • Documentation of configurations and procedures

Patch Management Service Schedule

The whole patch process takes roughly two weeks to complete before the cycle is ready to start anew. Here’s how the Encompass Solutions Patch Management Service works:

Day 1 – A new patch is released from Epicor Software Corp. and notification follows

Day 2 –  Epicor ERP system patch updates are disseminated and installed

Days 3 through 12 – Testing of processes and Unique Business Cases (UBCs) takes place in the test environment to ensure no process is impeded with new patch rollout.

Day 13 – After testing is completed, the new patch is pushed to the live Epicor ERP environment.

Day 14 – A new patch is released from Epicor Software Corp. and notification follows

an image of the encompass solutions Epicor ERP Update Lifecycle - Managed Services patch management

About Encompass Solutions

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


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

What To Expect During Epicor ERP Cloud Update Version 10.2.500.10

Pilot Update 

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

Production Update

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

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

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

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

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

Kinetic Reports in 10.2.500.10:

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

Kinetic Processes in 10.2.500.10:

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

Epicor Cloud ERP Update Schedule

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

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

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

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

Epicor ERP Cloud Version Numbering and Timing

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

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

Deferred Release Upgrades

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

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

Change Notifications Preferences

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

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

Upgrading Custom Items in Cloud Environments

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

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

About Encompass Solutions

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


With Industry 4.0 taking the lion’s share of headline space, smart manufacturing technologies are bigger than ever. For many manufacturers, these concepts can seem more than just a little intimidating, if not worthy of some cautious scepticism. Fortunately, there are manufacturing technologies that have been proven by years of practical application. Industry 4.0 concepts support them with more informed data and more efficient process improvements. We’re looking at you EDI. The concept of a digital twin is another one of these manufacturing technologies anyone can implement to improve operations.

What Is A Digital Twin?

The term “digital twin” refers to a digital replica of a physical asset. This asset can be any common hardware found on any factory floor. This includes heavy equipment, a smart machine, a robot, a work cell, an inspection station or a manufacturing line. These “Physical Twins” are anything that can provide data to the Digital Twin for interpretation. Connection bridges the physical and digital to create a cyber-physical system, whereby data flows through and informs a process.

The digital twin concept can be broken down into three distinct parts:

  • a physical product
  • a digital/virtual product
  • connections between the two products

Digital Twins birthed in the Apollo Missions

The digital twin is a true example of the Industrial Internet of Things (IIoT) at work.however, the concept outdates the term Internet of Things by decades.  The term was coined by John Vickers of NASA in a 2010 Roadmap Report. however, the concept goes back even further in the NASA toolbox when the Apollo program utilized digital twins of the Command Module, Lunar Module and Lunar Rover to carry out maintenance, support, and troubleshooting activities.

How Are Digital Twins Used In Manufacturing?

As we stated before, the connection between physical and digital twin creates a cyber-physical system that feeds real-time performance data to operators, analysts, and managers.

Individuals and groups fulfilling these roles within an organization can leverage industry 4.0 concepts to analyze and interpret data to make sound predictions and carry out appropriate actions. Here, Industrial Internet of Things (IIoT), Artificial Intelligence (AI), and Machine Learning (ML) all come together to troubleshoot, raise alarms to identify potential problems, view maintenance conditions, support the various condition-based maintenance required to maintain seamless operations.

How Do The Components Of A Digitial Twin Work Together?

Analytics, Industrial Internet of Things (IIoT), Artificial Intelligence (AI), and Machine Learning (ML) technologies all have a  hand in making Digital Twins work for manufacturers. Here’s how they come together to deliver leaps in process and operational improvement:

  • Industrial Internet Of Things (IIoT): Connects the physical and digital systems to provide accurate data in real-time.
  • Artificial Intelligence (AI): Intelligent software analyzes the data, provides an interpretation of what is physically taking place, what outcomes or problems may arise, and what actions should be carried out to maximize performance.
  • Machine Learning (ML): Builds on scenarios, both experienced and potential, to execute analysis more quickly and orchestrate improvements for the physical counterpart, ideally, without human intervention.
  • Analytics: Additional tools that simplify the data to communicate, diagnose, predict and prescribe actions to optimize the operation of physical systems.

How Do Digital Twins Optimize Or Diagnose To Improve Operations?

By leveraging the data they receive, Digital Twins get a snapshot of how machinery or other physical systems operate throughout a process. The data serve to build a picture of what is good performance and what is bad or what is streamlined and what is bottlenecked.

Optimization comes into the picture when historical data can inform future operations to “say” this didn’t work well last time, let’s try something else. One example of how digital twins are used in optimizing machines emerges with the maintenance of power generation equipment such as power generation turbines, jet engines and locomotives. How can we make this piece of machinery more efficient? Let’s look at the historical data and improve on past performance by trying other tweaks our engineers and machinists can implement. Or, better yet, what hypothetical concepts can we experiment within the digital realm? The same is true for Enterprise Resource Planning (ERP) software. In enterprise architecture (EA), architects create EA blueprints as a digital twin for the organization.

A more relatable example may be found in autonomous vacuums. Many homes now employ robotic servants to clean while their owners are away. Digital twin technologies could effectively map the optimal vacuum path of a room and then employ that strategy to mitigate wasted energy and clean living spaces more quickly.

Diagnostics are another huge component of digital twins’ utility. By referencing historical data for machinery, a digital twin may be able to predict maintenance intervals, make service recommendations, and ensure downtime is kept to a minimum. In his case, the digital twin isn’t relegated to just one machine or just one plant. IIoT technology can connect like-machines across an organization or several organizations to show a more complete picture of how machines perform under an array of conditions. This includes when they are most likely to breakdown or characteristics that can indicate a serious issue is looming on the horizon.

Leveraging The Digital Twin

To be certain, a digital twin and the technological concepts it relies on are no substitute for a skilled workforce. Those autonomous vacuums don’t dust or polish just yet. However, digital twins can inform and supplement your skilled workers to better utilize their machinery and improve operations overall. By now, it should be clear that implementing the concept of a Digital Twin within your organization can yield real benefit. Consider adding this invaluable tool as a complement to your business operations and remain competitive.

Epicor ERP delivers this technology in the form of a production environment. This component of the solution allows users to map their entire production process or even back-office process for simulated activities. This way, any company using Epicor ERP can experiment with their mad scientist and what if we tried this ideas on how to improve operations without the hassle of interrupting day-to-day operations. The result is a fine-tuned approach to process improvement that can be utilized in real-time after pushing the changes into the live Epicor ERP environment.

About Encompass Solutions

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