Today, remaining agile and providing online access to your services and products is essential. Epicor Commerce Connect (ECC) Express is the ready-to-deploy eCommerce solution for small and medium-sized manufacturing and distribution businesses in the B2B space. With ECC Express, you can:

  • Stay connected to valued customers and suppliers
  • Deliver quality online experiences
  • Keep employees engaged and productive
  • Stay agile – start small, start quickly, be ready to scale

Minimum ERP Versions:  Prophet 21 2019.1, Eclipse 9.07, Epicor ERP 10.2.200, BisTrack (UK) 3.9 SP36

Middleware pre-requisites:  Prophet 21 and Eclipse: SOA API Servers;  BisTrack (UK):  Webtrack Web Services

What Is ECC Express?

Epicor ECC Express is an affordable, ready-to-deploy eCommerce solution built to be available as few as 3-5 days.

  • The site is a no-frills storefront designed around a fixed Epicor theme, though it is designed to give essential ecommerce function and self-service portal tools.
  • The offering comes with a live environment only, users will either need to upgrade or “get current” to enable testing environment.
  • Users can upgrade any time to ECC Standard or ECC Advanced at any time
  • If not upgraded after 12 months, a one-time “get current” fee of $1,000 will apply. Get Current Fee is applicable if the customer has not transitioned to other ECC tiers / offerings (ECC Base, ECC Standard, ECC Advanced) after 12 months of use. This fee is used to offset the costs of the additional test environment and testing that is needed when new ECC versions are implemented.

Epicor ECC Express Benefits

What Functionality Does ECC Express Provide?

Customer self-service portals – customers can log into the website to view accounts, orders, invoices, shipments, payments, and quotations within the site itself.

Customers can create an order through the ECC Express site as well, ensuring all necessary communications are routed through the provider’s Epicor system efficiently and securely.

Account management functionality is included, as well. This allows account admins to create users, assign permissions, and retire users responsible for viewing catalogue items, ERP orders, invoices, shipments, and payments.

Sales Rep Roles – Sales representatives using E10, Eclipse, and P21 can leverage Epicor ECC Express functionality to manage accounts, create quotes and submit orders for customers anywhere, even if remote access to their ERP system is not available.

Supplier connect (E10 only) – Suppliers may also connect to the system for RFQs, purchase orders, and PO change requests.

Elastic Search – users visiting the ECC Express site can use search functionality exactly as they would in the ECC standard and Advanced products to find products to create quotations, reference orders, submit RFQs, and more.

Epicor ECC Express, ECC Standard, ECC Advanced Functionality Grid

Who Should Use ECC Express?

Epicor ECC Express is geared toward B2B markets. It has features and functionality designed around new and existing relationships between businesses, their business partners, and their suppliers. Shopping cart functionality is not a part of the ECC Express offering.

Businesses with hundreds or a few thousand products are best suited for ECC Express. For businesses with 10’s of thousands of products, ECC standard or Advanced options are a better product to fit their needs.

What Are My ECC Express Deployment Options?

Currently, Epicor ECC Express is available only through Cloud (SaaS) deployment options.

ECC Express For Manufacturers Webinar

What Platform Powers ECC Express?

Epicor ECC Express, Standard, and Advanced products are powered by Magento, the leading commerce platform. Magento is the provider of the world-leading eCommerce platform on which ECC is built.  We chose to collaborate with Magento because of their proven expertise, market presence and flexibility in B2C and B2B.  A little on their pedigree – Magento has a huge global infrastructure, with the largest ecosystem of commerce technology and system integrator partners.  To make sure you can build out the website that best expresses your brand and your customers’ needs, Magento offers several add-on modules, themes, integrations and skills. Scaleability is a critical factor as well – small size “mom and pop” organizations use Magento all the way through top multinationals.

epicor ecc expresss magento ecosystem

Key Details of the Magento platform include:

  • Founded in 2007
  • #1 platform in both B2C and B2B
  • 26% global market share(1)
  • Largest ecosystem of commerce technology & system integrator partners
  • Availability of more than 205,000 experienced developers
  • Mid-sized merchants through $1B+ global conglomerates use Magento
  • Feature rich, scalable enterprise platform enabled by modern technology

Sources: Global commerce market share, Hivemind, April 2015

Learn More About ECC Express

Distribution Demo Video

Manufacturing Demo Video

Explore ECC Express

Distribution Demo Site

Manufacturing Demo Site

For complementary log-in credentials in these demo sites, contact Encompass Solutions at info@encompass-inc.com

Experience ECC Express

Schedule your personalized ECC Express Demo today using the contact button below and get your e-commerce site up and running within a week!

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.


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

What is Epicor Advanced Requisition Management?

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

Solution Benefits

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

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

Features

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

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

Epicor ARM 10.3 SP7

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

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

An overview of some of these enhancements is outlined below.

New features and enhancements in Epicor ARM 10.3 SP7

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

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

Epicor ARM 10.3 SP7 Upgrade Eligibility

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

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

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

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

Spotlight on ‘Blanket Order’ functionality

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

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

Epicor ARM Blanket Order Demonstration

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

About Precise Business Solutions

An award-winning and market-leading provider of ERP software solutions. Precise provides global software solutions, coupled with local business expertise. Precise is a leading provider of business software solutions and associated services to the Australian and international market place. A wholly-owned Western Australian company, Precise has been in business since 1989. Over the last 25 years Precise has assisted organisations to maximise efficiencies and gain a competitive advantage. Precise Business Solutions is also the developer of integrated companion solutions for Epicor ERP and Prophet 21: – Epicor Advanced Requisition Management (ARM) – Precise Point of Sale (POS) These solutions are distributed worldwide through their alliance partner Epicor Software Corporation. Precise continues to be a market leader in implementation, support and services. Partnering with their customers to help them be the best they can be, has always been Precise’s primary focus.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, 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 Epicor ERP 10.2.600 update is the first of two Cloud release upgrades planned for 2020. This is a major update that brings greater usability, performance, and strategic value in a single upgrade.

Epicor ERP 10.2.600 Highlights

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

Epicor ERP 10.2.600 Experiences Updates

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

Kinetic Highlights For Epicor ERP 10.2.600

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

*coming in 10.2.600.2

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

Kinetic Help and Support Panel

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

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

New In-App Feedback

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

an image of epicor erp cloud 10.2.600 in-app feedback

Epicor Collaborate

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

an image of epicor erp cloud 10.2.600 epicor collaborate

Epicor Virtual Agent (EVA)

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

an image of epicor erp cloud 10.2.600 epicor virtual agent eva

 

Epicor ERP 10.2.600 Industry Updates

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

Epicor ERP Core Financial Enhancements

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

Epicor Quick Ship (Manifest)

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

Epicor Cash Collect

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

Epicor Data Analytics Financial Reporting

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

Epicor Advanced Project Management

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

DocStar Enterprise Content Management 2020.1

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

Package Control Identification Transfers

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

Epicor ERP 10.2.600 Cloud and Analytics Updates

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

Core Cloud Enhancements

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

Note: Microsoft has ended support for Windows 7

Epicor ERP Public Cloud Multi-region Multi-company Transactions

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

Epicor ERP Cloud Regions

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

Epicor Cloud Communication

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

an image of epicor erp cloud 10.2.600 update notification preferences

 

Epicor ERP 10.2.600 Global Updates

  • Country-Specific Functionality updates
  • Epicor Electronic Reports

Epicor Country Specific Functionality

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

Epicor Electronic Reports

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

Timeline for 10.2.600

epicor erp cloud 10.2.600 update timeline

Preparation Checklist

epicor erp cloud 10.2.600 update checklist

Pilot/Additional Env Upgrade Weekend

  • Pilot/Additional Systems offline Friday Morning 12:01 AM local datacenter time
    • Not able to login during upgrade process

Timeline

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

Production Upgrade Weekend

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

Data Refreshes for Customers in Public Cloud

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

Customers with Option to Flex Their .600 Upgrade

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

Option 1

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

Option 2

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

Testing in Pilot

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

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

Testing Your SSRS Reports in Pilot

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

Unique Business Components (UBCs)

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

You need to:

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

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

Unique Business Components Tracker

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

UBC Customization Tab

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

epicor erp cloud 10.2.600 UBC customziation tab

Training Courses

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

 

Watch the What’s New In Epicor 10.2.600 Webcast

What’s New In Epicor Cloud 10.2.600

About Encompass Solutions

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


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

Epicor ERP Cloud 10.2.600 Update Important Dates

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

Note that dates are subject to change.

What’s New in Epicor ERP Cloud 10.2.600

A few highlights include:

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

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

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

Epicor ERP Cloud 10.2.600 Upgrade Pilot/Production Schedule

Option 1: Week of Jun 22, 2020

Jul 25/26, 2020

Option 2: Week of Jul 20, 2020

Aug 22/23, 2020

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

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

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

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

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

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

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

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

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

About Encompass Solutions

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


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

Advanced Projects for Epicor ERP

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

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

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

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

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

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

Get control of the numerous subcontractor obligations and on-charges

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

Eliminate spreadsheets and manual journals from your revenue recognition process

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

Epicor Advanced Projects module contract summary dashboard

Epicor Advanced Projects Contract Management

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

Epicor Advanced Projects Project Accruals

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

Epicor Advanced Projects Claims Management

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

Epicor Advanced Projects Enhanced Project Budgeting

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

Epicor Advanced Projects Subcontract Management

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

Epicor Advanced Projects Subcontract Claims

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

Epicor Advanced Projects Built-in ERP Benefits

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

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

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

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

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

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

About Encompass Solutions

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

 


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.


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.


This article was previously published on the Epicor Shop Floor – you can read the original post here.

An aging population is creating a major labor shortage in the manufacturing industry in America, but innovative employers in distribution are finding unique solutions in warehouse technology to fill the gap.

As of October 2019, the Labor Department reports that there were 7.3 million job openings in America, but only 5.8 million Americans actively seeking work. In other words, there were 1.5 million more open positions than available workers. As the unemployment rate continues to reach record lows—dipping to 3.5% in December—employers are struggling to find the talent they need to spur growth or maintain current business levels.

Many of the unfilled roles are the result of a generation that’s aging out of the workforce faster than they can be replaced. In fact, nearly a quarter of the manufacturing industry’s employees are over the age of 55—compared to the median age of 39 in the year 2000. An October report by the National Federation of Independent Business (NFIB) confirmed that the shortage is slowing growth “significantly” in manufacturing.

These shortages have a direct impact on a business’s ability to expand and grow, explains NFIB Chief Economist William Dunkelberg. “Labor shortages are impacting investment adversely—a new truck, or tractor, or crane is of no value if operators cannot be hired to operate them.”

Radwell Attracts Thousands Despite Labor Market

Despite this landscape, one firm is proving how those at the cutting edge of technology and workplace practices can find labor shortage solutions. Radwell International, Inc. operates as a disruptor and innovator committed to growth. In such an environment, people line up for opportunities—even when the rest of the industry is struggling for applicants.

In fact, the organization’s senior director of human resources anticipates receiving between 15,000 and 16,000 applications this year—far more than its global workforce of around 1,000 can accommodate. Further, while the median age in the machine manufacturing industry is over 45, according to the Bureau of Labor Statistics, nearly half of Radwell’s employees are under the age of 34. As a result, the company is likely to remain relatively immune to the challenges posed by an aging workforce.The company is likely to remain immune to the challenges posed by an aging workforce.

Why is Radwell able to attract so many young workers at a time when the industry is struggling to meet workforce demand? It all goes back to the company’s roots as an innovator with a strong growth mindset.

In the early days of the Internet, Radwell was among the first in its industry to build an online store—operated through the eBay marketplace. It was a big risk for the company, which buys, sells, and repairs heavy machinery because this type of equipment was rarely sold online in those days.

John Janthor, the vice president of information technology for Radwell, says that the Lumberton, New Jersey-based company was one of the largest resellers on eBay at the time. “eBay actually came out to the town of Lumberton and held a picnic for the whole town, as the Lumberton zip code was the highest-grossing revenue sales for eBay,” he says. In fact, the company remains one of eBay’s top 50 sellers.

Early Adopter of Innovative Warehouse Technology

The company maintains a deep understanding of the benefits that accompany early adopter status. For example, in 2016, it became only the second employer in the United States to implement the Swisslog Robotic Warehouse System—automation that saves labor by logging and picking items autonomously. “The Swisslog knows where the product is, picks the product, and delivers it right to the picker,” Janthor says. “The picker then has an automated conveyor system behind them and is able to put the product in a box, and then it’s automatically labeled and sent out the door.”

This state-of-the-art robotic picking and palletizing machine, however, is just the tip of the technology iceberg at Radwell. The hardware is supported by a range of software and technology, as well.

The company hosts its new e-commerce website on the cloud, uses business intelligence platforms and artificial intelligence technology, and has a robust data strategy. “We have a strong technology platform at Radwell, and we believe that it’s our competitive advantage—our strategic advantage,” Janthor adds. “We consider ourselves a data company.”

Radwell Embraces Technology

The Radwell building is a network of technology. “We can identify products, we can route products to our automated robotic systems for picking, we can intelligently identify what items are needed for what types of repairs, and we can use artificial intelligence to identify the categories of items using the neural networks that we’re building,” Janthor explains.

Together, the hardware and software tools allow the organization to grow and scale its systems and processes while simultaneously helping Radwell attract the tech-savvy, skilled workers it needs to continue growing and innovating.

“Technology is very important to us,” explains Mike Vostenak, Radwell’s global senior director of human resources. “Technology is very important to us.”While it’s rare to hear an HR director admit that their organization’s recruiting efforts depend on the IT department, Vostenak has a keen sense of why young applicants flock to the company. “They want to stay relevant,” he says. “If they’re working for a company that’s not, then they’ll typically move on.”

Vostenak explains that potential hires learn about the company’s technology-first, growth mindset from the start of the application process. For example, each position listed on the company’s website features a short video outlining what the role is all about.

“I think the younger generation really appreciates that,” he says. “Everyone watches videos—it’s a YouTube world—and so we’ve kind of tapped into that, and we’re having some really good success with it.”

Vostenak adds that since streamlining the online application process, the company had a 30% uptick in applications.

Play at Work Environment

Innovative technology solutions are only one part of the company’s appeal. Radwell is equally committed to innovative human resources policies that balance work and play. For example, the company hosts a daily, company-wide trivia game with a $20 cash prize awarded to the first person to get the correct answer. “We’ve been doing this since 2006, so if you start adding up the numbers, that’s almost $70,000 we’ve given out just on answering a trivia question,” Vostenak says.

The company also provides a cafeteria and lounge space that’s more video arcade than corporate kitchen. That’s because there’s an entire gaming area with both table games and big screens where employees can play video games and watch TV throughout the day. “There’s a lot of competition over in the gaming area with pool, table tennis, corn hole, and shuffleboard,” he adds.

Additionally, Radwell offers a strong mentoring program to facilitate knowledge sharing across generations and ease new employee transitions into the workforce.

Each new employee partners with an industry veteran for their first 30 days on the job. The mentor shows their newest colleague the ropes to help prepare them to continue in the role when the training period ends. The mentor also meets the new employee several days before they arrive on their first day to explain what to expect. “That really eases the anxiety of the new hire,” says Vostenak. “We all have anxiety starting a new job with a new company, so this settles them in a bit.”

Radwell also offers free tours of its facility to help candidates determine whether the organization is a good fit, as well as summer programs designed to give high school and college students a taste of what the job is like.

“They work on a special project for 10 weeks along with our permanent employees. At the end of the process, they give feedback to senior management about their experience and how well it helped them transition from education to the workforce,” Vostenak explains. “The program has worked very well for us, and we’ve been able to hire some people through the process.”

All these practices and processes—from mentorship programs, to automated warehousing technology, to trivia questions and video games—play a key role in fostering and promoting the company’s growth mindset and commitment to its customers.

Vostenak believes it’s Radwell’s mindset that continues to attract thousands of applicants in a time of labor shortages. All the perks, programs, and technologies are just an extension of the culture. “When people walk into this building, they feel a certain vibe and energy—a pace at which we do things here. All of that is targeted towards growth.”

Explore more about growth trends that help companies like Radwell stay on the forefront of innovation in Epicor’s 2019 Global Growth Index.

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.


Epicor Insights Executive View 2020 Update

After careful deliberation, it was decided that this year’s Insights event should be cancelled over COVID-19 concerns. However, the Executive View component of this year’s event is still being offered as a virtual conference. A series of four industry-focused and very informative talks are being held on the following topics and dates:

Webinar 1: Industry 4.0 in a Changing World with Robert Parker, IDC

Date: Thursday, May 7 at 12:00 pm CST

Webinar 2: Plan with Confidence: 2020 and Beyond with Brian Beaulieu, ITR Economics

Date: Thursday, May 14 at 1:00 pm CST

Webinar 3: Manufacturing and the New Now: Financials with David Mehok, Epicor

Date: Friday, May 22 at 11:00 am CST

Webinar 4: Manufacturing and the New Now: Operations and Security

Epicor Insights 2020 Executive View

Held at Epicor’s annual Insights user conference, the Epicor Insights Executive View is an invite-only exclusive, interactive, educational seminar focused on helping you grow your manufacturing business, enhance productivity, and differentiate. Over two days, you’ll experience a mix of:

  • Live demonstrations from Epicor trainers and customers
  • Educational seminars from industry experts
  • Interactive discussions with peers from around the country
  • Opportunity to network with the largest collection of Epicor customers. A benefit of attending during Epicor Insights

The conference will again be held in Nashville at the Gaylord Opryland on Monday, May 4 (full day) and Tuesday, May 5 (half day), with an evening reception to kick off the conference on Sunday, May 3.

Epicor Insights Executive View FAQs

Here you’ll find answers to the most commonly asked questions regarding the Epicor Insights Executive View conference.

What is Epicor Executive View at Insights?

Held at Epicor’s annual Insights user conference, Insights Executive View is an exclusive, interactive, educational seminar focused on helping you grow your business, enhance productivity, and differentiate. Over two days, you’ll experience a mix of live demonstrations from Epicor trainers and customers, educational seminars from industry experts, and interactive discussion with peers from around the country.

Why attend Epicor Executive View at Insights?

  • Obtain a better understanding of who Epicor Software is and what we do
  • Opportunity to network with current customers and get honest and open feedback
  • Access to network with Senior Epicor Leadership

When and where is Epicor Executive View held?

Insights Executive View 2020
May 4 – 5, 2020
Gaylord Opryland Resort & Convention Center
615-889-1000
2800 Opryland Drive, Nashville, TN 37214

Are meals provided during Epicor Executive View?

All meals are covered with your registration for Executive View.

Monday – Breakfast, Lunch, Dinner and Entertainment

Tuesday – Breakfast and Lunch

What is the dress code for Epicor Executive View?

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 Epicor Executive View?

Epicor will make your hotel reservation on your behalf based on the check-in/out dates and information entered in your registration.
*Epicor will cover 2 nights (May 3rd and May 4th) for 2 Executives from each company.

What if I want to extend my stay in Nashville pre/post-Epicor’s Executive View?

If you would like to extend your reservation, please enter this in your registration or contact sara.scandiffio@epicor.com and we will make every effort to accommodate this request at the group rate.

Epicor’s discounted group rate is $199 (9.25% sales tax and 6% tax plus $2.50 city tax per room night and $18 resort fee). Dates that are pre/post-May 3rd and 4th will be based on availability

Epicor Insights Executive View Registration

Epicor Insights Executive View is an event reserved for prospects entering the sales cycle with Epicor and Epicor Resellers. As a result, attendees are limited to those companies currently evaluating Epicor products as a complement to their business processes and systems. Epicor will cover event registration costs, event meals, and a two-night hotel stay for two attendees per certified partner.

How do I register?

You can register for the event – HERE. Be sure to get in touch with your Encompass Solutions sales representative to ensure your registration will be accepted. All you’ll need to cover are the travel and incidental costs to attend the event.

What if I need to cancel?

If you have already registered for the event and need to cancel your registration, please reach out to Sara.Scandiffio@epicor.com to cancel your registration and hotel reservation.

About Encompass Solutions

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

 

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