Kinetic, the new name of Epicor ERP, is the cloud ERP solution built with manufacturers, for manufacturers. Accelerate your growth and gain momentum to maximize profitability and position your business for the future of manufacturing.

Capture the true value of cloud ERP with Kinetic. An intuitive, configurable, and guided user experience with embedded learning helps you maximize your profitability with real-time business intelligence and built-in collaboration tools. Kinetic has the functionality you need to run a modern, future-ready business poised to capitalize on data, transform digitally, and innovate without limits.

Upgrading To Kinetic

  • If you are currently running on a previous version of Epicor ERP listed below on-premises, and you upgrade to Kinetic on-premises, there will be no license change as it’s just considered an upgrade within the same deployment
  • If you choose to move to the cloud from and on-premises, there will be a license change to transition to the SaaS deployment

This table provides a quick overview of how your licensing is impacted when you upgrade to Kinetic

Upgrading to Kinetic table

Upgrade Services Program

You can do your upgrade to the latest Kinetic release on-premises or cloud with the help of the Encompass consulting and Managed Services teams. We offer the services and tooling to help contribute to your successful upgrade.

The Epicor Signature Methodology is leveraged in every Epicor Professional Services engagement to implement and upgrade your ERP software. Decades of successful software implementations and upgrades have refined the program, resulting in minimized risk, cost, and business disruption. The process of upgrading has driven the need for a specific upgrade methodology to move to the latest Kinetic release. The upgrade program incorporates the elements needed from the upgrade Signature Methodology with the additional assistance your business may need—including technical consulting, customization services, reporting services, configurator services, EDI services, and onsite business consulting

Cloud Upgrade Services

Moving to the cloud has never been easier. Epicor has invested in secure, cloud enabled tooling and services that provide a system analysis before the upgrade, as well as an environment for packing and delivering business-specific upgrade elements such as data conversion and customizations.

Epicor offers rapid data conversion services that include data cleansing and post upgrade reconciliation analysis. To reduce the upgrade timeline, we deploy Cloud View where users can use a secure cloud environment to learn and test their release and self-upgrade customizations and reports. To assist with more complex customizations,  à la carte conversion services are also available. Finally, as employee adoption is critical to the success of the release, Epicor Learning offers education via the cloud-based Epicor Learning Center (ELC).

Upgrading to Kinetic infographic

 

Adopting the New User Experience

The new browser-based user experience is one of the biggest benefits you get when upgrading to Kinetic. You can adopt the new UX at your own pace to minimize business disruption with our phased approach. We recommend you start getting familiar by using the Kinetic Home Page. It’s the easiest way to introduce the new user experience and get access to great onboarding features like the Help and Support Panel where you can access contextual and guided training. For more information, please refer to the Getting Started with the Kinetic User Experience Guide, which is located on the EpicWeb Kinetic UX Resources Site, the one-stop-shop for everything related to new user experience adoption.

After you upgrade, to assist with the change management process, you can continue using the classic user interface (UI) but there are important lifecycle details you need to consider:

With Kinetic 2021.1, Epicor will no longer continue enhancing the classic UI. Critical and compliance updates will be available for 2 years, but new functionality will only be added to the new browser-based Kinetic UI going forward. After 2 years, the classic UI and the classic and modern shells will be available in the software but not updated After 3 years from the release of Kinetic 2021.1, the classic UI, and classic and modern shells will be removed from the Kinetic application.

What happens to my existing customizations?

Your existing classic customizations are not going away when you upgrade to Kinetic 2021.1. They will continue to work in the Classic user interface alongside the Kinetic UX forms you have enabled, so you can adopt the new user experience at your own pace without business disruption. If you have a customization attached to a form that has been converted to Kinetic, by default the application opens it in the classic UI.

From Customization to Low/No Code Configuration

There is a program in place to uplift your existing classic customizations to the new user experience. We’ll guide you during the transition with resources and programs to facilitate the upgrade and end-user adoption process. You can run it during the upgrade to Kinetic or any time after. The Professional Services team can help you get started. For more information regarding the new Kinetic user experience, you can access the EpicWeb Kinetic UX Resources site which contains helpful resources and it’s constantly updated.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. 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.


Don’t miss these upcoming Epicor ERP webinars covering new features, software, and support for Kinetic users.

EpicCare Support and Best Practices (Global Time Zones)

Join the Epicor Customer Success team for this practical session, where you will learn how to get the best from Epicor Support. This webcast will include live demos of the new updates to the EpicCare portal, searching tips for the knowledge base, and a review of the best practices for support.​​

Multiple sessions are offered to reach as many users of Kinetic ​products across all the various regions that Epicor supports. Please find the Americas time zones offered below and reach out to your Customer Account Manager ​or info@encompass-inc.com with any questions. 

Webcast Details:

Date Time Registration Link
​November 10, 2021 ​10:00 am – 11:00 am CST Register Now
​December 1, 2021 ​​11:00 am – 12:00 pm CST Register Now
​December 15, 2021 ​10:00 am – 11:00 am CST Register Now​
​December 29, 2021 ​​11:00 am – 12:00 pm CST Register Now​​
​January 12, 2022 ​10:00 am – 11:00 am CST Register Now

 

SecturaSOFT — the Fastest Quoting Platform for Metal Fabricators

Join this session to discover: SecturaSOFT, a multi-discipline estimating and quoting tool that helps metal fabricators automate and optimize activities around the quoting process, while using less shop floor labor.

SecturaSOFT uses advanced nesting logic and data visualization tools to significantly speed up the quote generation process, as well as optimize runtimes, welding costs, complex cutting operations, and more. SecturaSOFT is integrated directly into Kinetic, allowing for two-way flow of relevant data.

Join the webinar to learn how your metal fabrication business can:

  • ​Increase shop throughput and speed to quote with the ability to import PDF, 3D & 2D CAD files
  • Build quotes in seconds rather than days
  • Decrease training time by as much as 80%
  • Increase win rate by up to 40%
  • Improve accuracy of machinery runtimes
  • Create consistency

​Event Details

Live Date: Thursday, November 18, 2021
Live Time: 10:00 am – 11:00 am  CST

​​​Featured Speakers

Daniel Charvoz
Product Marketing Manager
Epicor Software

Brad Stropes
Chief Executive Officer
SecturaSOFT

Mike Dolphin
Manager. Solutions Engineers
Epicor Software
Click on the Register Now button below to save your spot to learn more about SecturaSOFT.

Sage Clarity: ABLE

Join this session to discover ABLE.

ABLE is a cloud-based, Internet of Things (IoT) solution that provides real-time root cause analysis for manufacturing operations and extends the capabilities offered by Epicor’s Advanced MES system.

Epicor Advanced MES Ecosystem apps powered by Sage Clarity provides customers with new Industry 4.0 tools. The MES Eco system app suite provides Industry 4.0 modules, integrations, and plug-in apps for Epicor’s Advanced MES system. The Eco system apps can be installed on either new or existing machines.

With ABLE Apps, your business can thrive with:

  • Better root cause analysis for complex production lines
  • No PLC Programming required, eliminating the need for a concentrator PLC
  • The ability to create digital twins from real time manufacturing data
  • Cloud based configuration for enterprise management
  • Live plant view and visualizations

Click on the Register Now button below to save your spot to learn more about Sage Clarity ABLE.

Event Details

Live Date: Thursday, November 18, 2021
Live Time: 10:00 am – 11:00 am  CST

Featured Speakers

Andrew Robling
Principal Poduct Marketing Manager
Epicor Software

John Oskin
Chief Executive Officer
Sage Clarity

5 Ways EDA can help with Supply Chain Disruptions

Operation and Supply Chain professionals are regularly tasked with supplying evidence of the value and impact of operational performance. Production and delivery time, rebate miscalculations, and order fulfilment issues have a substantial impact against profitability and growth. It’s time to move from reactive to proactive.

Epicor Data Analytics allows you to visually identify critical trends and get everyone — down to the shop floor — on the same page using trusted, validated data. EDA has helped other manufacturers uncover and rein in problems such as:

  • ​Production scrap representing up to 7.5% of their holding costs
  • Miscalculations of rebates by up to 20%
  • Long lead times leading to cancelled orders and lost business

Want to see what statistics EDA could uncover about your business?

Join us to learn how you can begin to make better data-driven decisions that both your employees and your customers will enjoy.

Click on the Register Now button below to save your spot to learn more about EDA.

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​Event Details

Live Date: Thursday, December 2, 2021
Live Time: 1:00 pm – 2:00 pm CST

​​​Featured Speakers

Elizabeth Cain
Principal Poduct Marketing Manager
Epicor Software

Chris Hodges
Partner Alliance Manager
Phocas Software

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. 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.