Recently Epicor reached a new cloud milestone: 1,000 Epicor Kinetic customers have chosen cloud. That’s over 82,000 daily users in 105 countries transacting over 100,000 jobs a day for over 1 million tasks a week.

Epicor has made it a goal to become “The cloud vendor of choice in the markets we serve.” This milestone represents Epicor and Encompass’ combined success in transitioning technology, business models, and culture to transform businesses to be successful in the cloud.

Customers and the market have taken notice. Recently, an Epicor Kinetic customer posted this statement in the peer reviews for Gartner,

“Switching to Epicor and as a SaaS has allowed us to advance our ability and continue our growth. It is completely scalable for our business and has been great for our ability to integrate our business processes.” Director of ERP Systems, Industry: Manufacturing, Firm Size: 50M-250M

The good news moving forward is that driving growth through cloud business propels us all forward at a higher velocity and offers new opportunities in the process.

Who is the 1,000th cloud customer on Epicor Kinetic?

VPI Technology Group is a multi-discipline technology firm, specializing in electronic design services, engineering, prototyping, certification and testing services, and electronics manufacturing. Epicor Solutions for Electronics and High Tech delivered what this service and manufacturing firm in the Electronics market needed. With rapid growth plans that include acquisition targets in the future, the need for ERP to manage their distributed business became a priority. A key driver for their decision to choose Epicor Kinetic was our Government Cloud offering that supports their requirements for CMMC, simplifying their ability to stay in compliance with the Department of Defense (DOD).

“As a government contractor, it was essential to select an ERP that offered world-class security and compliance. Epicor Kinetic in Azure gives VPI many assurances. It can accommodate data subject to various US government regulations and requirements, allowing us to transform mission-critical workloads to the cloud.”

“Of all the systems our committee evaluated, Epicor Kinetic was rated as the most easy-to-navigate and easy-to-use system, which factored heavily into our ERP decision. The rich UI for the development and integration tools was also a key factor in our decision-making process.”

Jerry Scott, Chief Operating Officer | VPI Technology Group

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.


Epicor has released numerous feature enhancements, bug fixes, and improvements. Below is a breakdown of each of those release updates that Epicor users can leverage as part of this Epicor Financial Management tool.

  1. Improved Speed on Copy Paste from Excel
    • The speed for copy pasting from Excel to spreadsheets took longer for select users. The speed for performing copy paste has therefore been significantly improved.
  2. Improved Value formatting for Journal Entry lines
    • Value formatting for journal entry lines have been improved for an enhanced user experience.
  3. Improved Load speed of Organization & Workflow
    • For select users, loading organization & workflow took a few minutes. We have improved the load speed of organization & workflow to aid in a faster way of working.
  4. Default measure automatically set for New Calculation
    • This was an enhancement request by some EFP subscribers where default measure must always be automatically set for new calculation to avoid delays in starting new calculations.
  1. Sums not shown in drill down
    • Sums are now shown correctly in drill down.
  2. Adding new account to input sheet
    • For select users, Adding Account was disabled in input sheets. This has now been fixed and addition of accounts work as it should.
  3. Can ́t post when difference is zero
    • For select instances, posting was disabled when difference was zero. This has now been fixed.
  4. Workflow & Assignment level & data access scroll issue
    • For select instances, there were scroll and data access issues in assignment and workflow part. The scroll bar has now been fixed to work as it should.
  5. Missing values in variable margin bar line widget
    • The dashboard chart has been fixed and now shows the correct values.

For more information on this Epicor Financial Planner product release or other Epicor Kinetic Financial Management tools, reach out to Encompass using the Contact Us button below.

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.


Epicor Insights 2022 will be taking place in Nashville, Tennessee at the Gaylord Opryland Resort and Convention Center from May 23 to May 26, 2022. The full agenda, along with extended education classes, for Insights will be released in early 2022.  Below is the schedule at-a-glance so you can plan your trip to Nashville!

  • Sunday, May 22: Extended Education
  • Monday, May 23: Extended Education & Welcome Reception
  • Tuesday, May 24: Welcome Keynote, Breakout Sessions & Wine & Cheese Reception
  • Wednesday, May 25: Guest Speaker Keynote, Breakout Sessions, Evening Party
  • Thursday, May 26: Breakout Sessions

Epicor Insights Registration

Insights attendance is limited to current Epicor customers, authorized partners, and invited guests only. Early-bird discounts are available for a limited time.

Early-bird Epicor Customer / Epicor Authorized Partner rate – $1,495.00 (Early-bird pricing expires February 18, 2022)

Register for Epicor Insights 2022 by clicking HERE.

Conference Package

The Insights 2022 experience includes:

  • Welcome Reception on Monday evening, May 23, 2022

Conference activities May 24 – 26 including:

  • Learning via keynote and general sessions, breakout sessions, and hands-on labs
  • Meals including daily continental breakfast, lunch, and break refreshments
  • Epicor Solutions Pavilion exhibit hall and giveaways
  • Wine and Cheese Reception on Tuesday evening, May 24
  • Insights 2022 Dinner and Entertainment on Wednesday evening, May 25

Optional items you can add to your registration package include:

  • Additional Guest Meals Pass – $350.00
  • Additional Keynote Speaker Pass – $75.00
  • Additional Guest Final Night Dinner and Entertainment Pass – $150.00
  • Printed Eclipse Lab Book – $25.00
  • Printed Kinetic (the new name for Epicor ERP) Lab Book – $25.00
  • Printed Prophet 21 Lab Book – $25.00

Epicor Insights Hotel and Venue

This year, Epicor Insights 2022 will be held at:

Gaylord Opryland Resort & Convention Center
(615) 889-1000
2800 Opryland Dr, Nashville, TN 37214

Click here to book at the discounted rate at the Gaylord Opryland: 

Be sure to book before Wednesday, April 20, 2022 to secure your discounted rate!

  • Discounted room rate at the Gaylord is $219.00 plus a daily resort fee of $20.00 and any applicable taxes and fees
  • Daily Resort Fee of $20 plus applicable taxes will be added to each guest room. The daily resort fee includes:
    • High speed in-room wireless internet access
    • Unlimited local and domestic long-distance calls
    • Daily scheduled shuttle service to Grand Ole Opry House, Opry Mills, General Jackson Showboat & The Inn at Opryland
    • Fitness Center access
    • Bottled water (2 daily) replenished once daily with housekeeping service
    • Daily credit of up to $10 per room towards dry cleaning (credit not cumulative through stay)
    • Gaylord Springs Golf Links practice range access, daily bucket of balls and shuttle
    • Wildhorse Saloon cover charge for up to 4 guests (some restrictions may apply)
    • Opry Mills Savings Passport worth hundreds of dollars in savings

*Please note that Insights attendance is limited to current Epicor customers, authorized partners, and invited guests only.  Full conference registration includes all conference sessions, access to the Solutions Pavilion, meals, and evening events. All conference sessions and meals will take place at the Gaylord Opryland Resort & Convention Center.

Please contact events@epicor.com with questions.

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.


Technology and business worlds are awash with talk of the latest security vulnerability posing a threat to enterprises of every size, Log4j. Learn more about the exploit and how it impacts Epicor users.

What is Log4j?

Log4j is a logging utility library for Java, and it has a zero-day exploit that allows for remote code execution. Meaning, This bug affects applications using Java and allows for malicious actors to execute external code within the application resulting in a potential takeover of the software.

How does it affect Epicor Users?

Epicor Kinetic (formerly Epicor ERP) from version 10.X onward is built using a C#/.Net framework, PHP, and MS SQL database. It does not leverage Log4j among its dependencies. However, earlier iterations of Epicor software, such as Vantage 8, did employ Java appServers and may include Log4J dependencies.

Log4j may impact third-party solutions that leverage Java, such as ECM (DocStar). Those running on-premise deployments of Epicor Kinetic ERP need to upgrade to the latest version to be fully protected. All the more reason to remain current on the latest version of Kinetic and ensure your business minimizes such vulnerabilities.

Software security vulnerabilities are emerging more frequently among globally used technologies. It’s important to bear in mind that private groups tasked with countering security risks for businesses have a more difficult time managing such widespread system vulnerabilities when compared to vendor administered SaaS models. In the case of the latter, vendors can push out patches and updates to a multitude of users concurrently. The control of configuration that on-premise deployment provides, while useful in customizing a system to the business’ specific needs, presents a precarious set of conditions in today’s modern technological landscape. On-premise users will do well to invest in InfoSec moving forward to ensure their systems remain as protected as possible.

If that investment is not one a business is willing to take on, upgrading to the cloud may be in that business’ best interest.

What is Epicor doing to address the Log4j Vulnerability?

Epicor is actively responding to the reported remote code execution vulnerability in the Apache Log4j 2 Java library. All Epicor cloud products that use Log4j have been remediated, and there is no additional action required of customers. If you operate Epicor products on-premises, please log in to EpicCare to access knowledge base articles that provide remediation instructions for each affected product. Epicor will continually publish information on Log4j to help customers address any vulnerabilities.

 “Fortunately, we use PHP and not Java, so this zero day exploit will not affect us or our customers. That said, Java is a very popular language and if your company uses Java or Java frameworks (eg. Java Spring), you should check in to make sure the Log4j library is updated, if in use, to protect against malicious hackers that will exploit this.” – Rich Murr, Chief Information Officer, Epicor Software Corporation

If Encompass can assist in any way with protecting your Epicor on premise installation, please don’t hesitate to reach out.

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.


Collaboration tools for manufacturers are an unsung hero of the sales cycle. However, the benefits of collaboration don’t start and stop at the bottom line. Employee stress diminishes considerably when collaboration and communication are seamless between departments. Connect your business like never before and foster a culture of collaboration in the workplace to discover just how efficiently your organization can operate with everyone on the same page and working with the same data.

Modern Collaboration Tools for Better Efficiency

Build collaboration across a tech-savvy workforce with Epicor Collaborate—the messaging platform for a connected workforce. Simple and easy to use, Collaborate has the familiarity of popular digital messaging tools—with powerful features designed for business.

  • Familiar concepts like tagging, liking, and sharing help promote cooperation and engagement
  • Cloud deployment offers easy access for a remote workforce on desktop and mobile devices
  • Secure, scalable messaging enabled by powerful Azure tools helps you maintain confidentiality

In less than a day, Encompass can teach your team how to use the new tool, and build collaboration with a connected workforce.

The Benefits of Epicor Collaborate

Out of the box, Collaborate comes with pre-built notifications that cover almost everything a business would need. Not only this, setting up notifications is fast and simple.

Managing the alerts you subscribe to as a user is intuitive and handled right from the Kinetic desktop.

You can message users directly, create and message groups, or message users from inside a record that needs their attention and input.  All of this happens inside the ERP system, so there’s no need to clutter email inboxes.

As long as Kinetic users have a Collaborate license and credentials to access it, Encompass consultants can bring your organization online and up to speed in a single day.

For cloud users set-up is minimal, while on-premise installations will require the expertise of an ERP systems administrator or our own Managed Services team.

Sound like a conversation worth having? Contact Us today using the link below.

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.


Quoting and estimating are critical processes for many manufacturers. Many software providers lack support for or fall short in delivering these essential needs. Fortunately, Epicor has teamed up with the SecturaSOFT to integrate cutting-edge quoting and estimating tools into the Epicor Kinetic ERP solution.

What is SecturaSOFT?

SecturaSOFT is a software company that develops Multi-Discipline Quoting and Estimating Software. Namely, the SecturaFAB and SecturaPAQ solutions. These solutions are designed around the needs of Fabricated Metals, Metal Services, Industrial Machinery, and Folded Carton manufacturers.

Featuring Breakout Capability, users can leverage easy-to-interpret graphical representation and estimating based on nested cutting carried out by specific equipment. Keep in mind that this software is not a nesting software. Rather, it uses nesting logic to show a possible nesting and estimate cutting times based on material and machine.

Notable features include:

  • Nesting Estimation: nesting logic for building quotes in seconds
  • Work Order Integration: easily utilize previously-stored geometry to make a quote into a work order
  • 5-Axis Machining: custom tooling-setup for complex machining quotes
  • Kinetic Material Integration: pull in materials data straight from Kinetic

See SecturaSOFT Solutions in Action

You can view the SecturaSOFT solutions, SecturaFAB and SecturaPAQ, in action by clicking on the respective links below.

SecturaFAB demo

SecturaPAQ demo

SecturaSOFT FAQ

If you have further questions, you cna review the links FAQ document here or reach out to an Encompass representative using the Contact Us link provided below.

SecturaSOFT FAQ

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.

 


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.


When it comes to the production floor of a manufacturing facility, most equipment comes with use and care recommendations. However, your shop, like most, probably doesn’t run within that narrow framework. A routine schedule may not take into account actual use and wear. As a result, maintenance engineers and planners often struggle to accurately plan MRO activities. Preventative Maintenance that uses real-time production data can make that effort easier on everyone. Implementing a preventative maintenance plan using informative and actionable insights will lead to better overall equipment effectiveness (OEE) and a more detailed understanding of performance and production overall. Additionally, sophisticated preventative maintenance tools make it easy to communicate those data points as they relate to the business’ overall performance.

Since the production environment is dynamic, with conditions and plans constantly changing, you look to Epicor Advanced MES to keep things running smoothly. The MES system’s preventive maintenance module orchestrates MRO activity with production, with the common goal of maximizing uptime and minimizing downtime. The same real-time data that fuels the schedule, real-time views, and other core MES elements also feeds precise information about the actual machine, tool, and auxiliary equipment use. The result— reliability and maintenance engineers armed for greater contributions to margins and on-time delivery.

Transform Preventive Maintenance from Routine and Reactive to Proactive and Deliberate

Condition planning can help to minimize costly repairs and extend the life of assets. You make the rules and Advanced MES alerts your team to take action. Advanced MES’s preventive maintenance module lets you define and automatically initiate activities based on runtime, number of cycles, time, or any combination of these criteria. Every rule automatically sends a maintenance activity to the production schedule when the conditions are met, which eliminates needless maintenance activity and conserves precious resources.

Epicor’s Advanced MES coupled with Preventative Maintenance tools can empower manufacturing businesses, as it:

  • Handles MRO activities like cleaning, changing parts, taking measurements, making adjustments, performing inspections, and others
  • Adjusts production schedule automatically for PM/MRO
  • Applies to machines, tools, auxiliary equipment, and other types of assets
  • Accepts tasks, schedules, and requirements from ERP, MRP, and other maintenance systems

Every time a maintenance event flows into the schedule, you can see exactly how it’s going to affect production and you have the ability to make schedule choices and adjustments. Operators and maintenance staff get the information they need in real-time, with alerts and notifications consistent with your MES system configuration. Additionally, each scheduled maintenance activity can include instructions and documents specific to the machine and current requirements, served up where the work is going to take place.

When the maintenance tech or engineer arrives at the repair site, the system lets the worker login, log out, and document steps and work completed. Your Advanced MES system keeps track of time and captures all of the data that’s critical for future planning and audit.

traceability. Preventive maintenance reports—on past, current, and future activities—help you plan for the right people and the right supplies and parts at the right time without wasting dollars on excess parts, supplies, and hours on the schedule. The preventive maintenance module also helps you create resource utilization reports to examine the cost and time required to maintain any specific machine or tool, any category of machine or tool, or even groups of assets based on shift, customer, crew member, or any other dimension.

Here are just a few capabilities Preventative Maintenance tools from Epicor can provide to manufacturers:

  • Delivers on-the-spot maintenance documents and instructions
  • Provides MRO cost tracking and visibility against assets, work centers, staff, shifts
  • Builds maintenance history with audit trail details— who, what, when, how long
  • Includes pre-defined one-click reports and easy report configuration
  • Allows escalation rules for past due and incomplete activities
  • Allows rules based on runtime, cycles, time, or a combination
  • Generate automatic MRO tasks
  • Provide, real-time alerts and reports

Supercharge Your Preventative Maintenance Deployment with Epicor Data Analytics

The inclusion of Epicor Data Analytics tools as part of your preventative maintenance routine can dramatically improve results. Epicor Data Analytics (EDA) is a cloud-based, easy-to-use solution that can quickly contribute to your business while helping you avoid error-prone approaches such as spreadsheets and manual calculations that often waste time and resources. It also stays up-to-date with the daily stored changes of your production trend monitoring.

EDA provides customizable and interactive dashboards to make it easy to analyze the short-term and long-term data trends related to your production equipment. The dashboards provide visual graphs, charts, and tables, so you can quickly review important information about your production performance and make informed strategic decisions. The EDA grid is where you conduct most of your analysis—and unlike a spreadsheet, you can “drill down” into the data with a simple click to reveal additional details.

EDA is a comprehensive end-to-end service delivered and supported by Epicor. It is fully integrated with Advanced MES using your data to provide a broad understanding of your production performance. As a cloud-based service, EDA minimizes costs for your IT head-count and current system hardware, software, and maintenance budgets. Because you are accessing it in the cloud, you will always have the latest and greatest version of EDA.

With EDA, you have responsive mobile access to your data, so you are never disconnected from your information. “Always connected” means you can respond quickly to the needs of your business and keep your operations highly productive. Use EDA with your maintenance program to help you understand important information like:

  • Mean-time between failures
  • Mean-time to failure
  • Mean-time to repair
  • Maintenance views

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.


Your Advanced MES real-time display shows you dashboards for the current shift and current job. But what if you want to capture that data for long-term trending analysis? The solution is Epicor Data Analytics (EDA), powered by Phocas™, which helps manufacturing operations turn their accumulated data into actionable insights. It helps them look beyond the long-term or short-term overall equipment effectiveness (OEE) measures to focus on the specific components—plant, department, machine, shift, part, etc.—that are causing losses to the company.

Visualizing Operational Data Trends

From the top floor to the shop floor, it’s important to know how your business is performing at all times. That’s why Epicor built a powerful, out-of-the-box reporting and analytics system that delivers important information in easy-to-digest dials, graphs, and charts.

EDA is a cloud-based, easy-to-use solution that can quickly contribute to your business while helping you avoid error-prone approaches such as spreadsheets and manual calculations that often waste time and resources. It also stays up-to-date with the daily stored changes of your production trend monitoring.

EDA provides customizable and interactive dashboards to make it easy to analyze the short-term and long-term data trends related to your production equipment. The dashboards provide visual graphs, charts, and tables, so you can quickly review important information about your production performance and make informed strategic decisions. The EDA grid is where you conduct most of your analysis—and unlike a spreadsheet, you can “drill down” into the data with a simple click to reveal additional details.

EDA is a comprehensive end-to-end service delivered and supported by Epicor. It is fully integrated with Advanced MES using your data to provide a broad understanding of your production performance. As a cloud-based service, EDA minimizes costs for your IT head-count and current system hardware, software, and maintenance budgets. Because you are accessing it in the cloud, you will always have the latest and greatest version of EDA.

With EDA, you have responsive mobile access to your data, so you are never disconnected from your information. “Always connected” means you can respond quickly to the needs of your business and keep your operations highly productive

Benefits and Key Features of EDA for Advanced MES

Among the many benefits manufacturers experience through the use of EDA for Advanced MES are the ability to:

  • Drive improvements based on data – not opinions
  • Understand OEE trends and target areas for improvement
  • Visually spot anomalies, and drill down into transactional detail to find the source
  • Enable employees to access and tailor visualizations in a self-service capacity
  • Reduce time wasted gathering and organizing production data

Key Features

  • Made for Manufacturers
  • Offers fast implementation
  • Fast, flexible, and easy to learn
  • Integrated with Epicor Advanced MES plus other data sources of your choosing
  • Keeps you connected with mobile access
  • Delivered as a complete, scalable cloud service – no hardware required
  • Does not require Advanced MES user licenses
  • Public internal dashboards feature provides a live display link
  • Does not require Advanced MES user licenses

Content Packs

EDA includes an out-of-the-box connection to Advanced MES, which means fast implementation and fast ROI. Without it, your alternative would be to manually connect to the data schema and determine what data to bring into the analytics solution, which could be a daunting, months-long process. Instead, we provide starter dashboards that you can easily clone and modify. You can also choose our extended content packs that are available and you also have the freedom to build onto the content pack with any additional fields from Advanced MES and augment from any other data sources.

Build your own dashboards or take advantage of prebuilt content packs that include:

  • Key performance indicators
  • Plant comparisons
  • Scrap dashboards
  • Downtime dashboards
  • Mean-time dashboards
  • OEE dashboards
  • Availability dashboards
  • Performance dashboards
  • Mean-time between failures
  • Mean-time to failure
  • Mean-time to repair
  • Schedule views
  • Shift production reports
  • Tool change views
  • Tool requirements views
  • Machine parameter views
  • Material needs views
  • Material used views
  • Maintenance views
  • Operator metrics
  • Top 10 dashboards
  • Cavitation efficiency displays
  • Cycles out of spec dashboards
  • Engineering dashboards
  • Help call metrics
  • Incident log views
  • Utilization metrics
  • Job production views
  • Machine scoreboards
  • Energy usage views

Requirements

Epicor Data Analytics is available for Advanced MES Version 8.2.4 and higher. The lightweight SYNC application and one instance of data are stored on a local server with the majority residing in the cloud. Extra disk space is recommended that is 2.5 to 3 times the disk space of the data being loaded to the cloud. The only items required for subscription purchase are a starter pack of five named users (plus additional named users as desired). The Public Internal Dashboards feature requires a minimum of fifteen EDA named users. All other necessary components, such as Advanced MES content and the SYNC application are included as well as some Epicor ERP content.

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.


Prepare your warehouse and shop floor operations for a new era of productivity with the industry leading innovation of Epicor Mfg Wireless Warehouse (EMWW) – formally known as Epicor Mobile Warehouse – powered by Biscit.

Fast and Accurate Scanning

Epicor Mfg Wireless Warehouse is the next generation handheld application which is completely integrated with Kinetic. It offers a modern, intuitive user interface for warehouse and distribution functions.

Epicor Mfg Wireless Warehouse 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® 6.0.1 or higher from Honeywell® and Zebra®. Simply download the application from the Google Play™ store into your device and start using it with minimal set up.

The only pre-requisites that exist for current and prospective customers to leverage Epicor Mfg Wireless Warehouse is an implemented Epicor® ERP 10.2.400 system or higher

Receiving

Provides complete functionality to process an inbound container or purchase order, as well as intercompany and transfer order receipts. It provides users with effective and efficient serial and lot processing and multiple UOM scanning. Users can search for all open PO’s for a part by scanning parts barcode.

Material Management

Provides core warehousing functions allowing users to initiate adjustments and movements from the warehouse floor. Offers an increased efficiency with cycle counts and stock takes. Enables efficient entry with automated workflows triggered by scan events.

Material Queue

Users can efficiently pick items assigned to their queue, grab items from the available queue, or return items back to the queue. Users can select an outbound order and select all material queue transactions related to the order, to the users’ queue. Advanced sort and filter functionality allows users to save to a named query and dynamically add to the sub menu. Unpicking sales or transfer orders functionality is also included.

Shipping

Scan pick validation option included. Process outbound shipments direct from the device. Functions include creating Master Packs and standard Pick Lists for customers not licensed for Advanced Material Management (AMM).

Trackers

Trackers help the shop/warehouse users in completing their daily routine.

Powered by BISCIT

Since its establishment in 2002, BISCIT has formed a strong relationship with Epicor and as a certified Partner are proud experts in delivering successful Kinetic projects Australia wide and overseas. BISCIT specializes in Kinetic services to deliver flexible, comprehensive and value-driven business solutions.

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.

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