Encompass is honored for reaching status for more than twelve years

Greensboro, North Carolina, November 1, 2022– Encompass Solutions has achieved the Gold Partner recognition for 2022. Recipients are selected by Epicor Software Corporation based on Employee Certification, Customer Support, and Customer Satisfaction. Gold Partners exhibit deep expertise in manufacturing and ERP systems; their experience distinguishes them in the field.

“I’m excited about our continued partnership with Epicor Software and the Epicor Partner Community. Also, being part of a growing organization like Encompass Solutions is why I get up in the morning!” Jason Claggett, Managed Services Manager of Encompass Solutions.

Encompass Solutions has a longstanding relationship with Epicor and its focus on Epicor ERP business solutions, has allowed them to deliver mission-critical ERP software solutions, custom development services, and process improvements for businesses in the manufacturing and robotics, and automation industries. Professional services in ERP consulting, project management, EDI, and ERP software implementation, upgrades, training, and more.

“It’s an honor for Encompass to be recognized as a valued partner by Epicor for over twelve years. Our continued partnership with Epicor allows us to build better relationships with our customers. It feels great to know Epicor is supporting us in our success.” Rob Cummings, Senior Financial and Operations Consultant.

Epicor Certified Partners

Epicor Partners have been specially trained and certified to provide Epicor software solutions, project planning and management, training, and ongoing support services. Extensive training and experience enable them to offer the highest value over time.

About Encompass Solutions

Encompass offers professional services in ERP consulting, project management, EDI, and ERP software implementation. We specialize in enabling manufacturers of every size with full-scale ERP/MES implementation, integration, and renovation of existing systems. Our expert consulting and IT staff deliver the tools, training, and confidence manufacturers need to address emerging challenges in corporate and operational growth. Encompass provides a specialized approach to every client’s needs, identifying customer requirements and addressing them with the right solutions. We ensure our clients are equipped to match the pace of the industry with business systems to fit the build. Encompass is a certified Gold Partner of Epicor.

To learn more about Encompass Solutions, please visit www.encompass-inc.com.


A New Epicor CPQ Release Is Coming Friday, October 21

Epicor is excited to announce the next major Epicor CPQ release on Friday, October 21, 11:00 PM – Saturday, October 22, 4:00 AM Eastern Time.

Read on to learn more and how to prepare for your upgrade.

What’s New in Epicor CPQ Release 4.1.7.3

This major release includes significant improvements, including modernizing the server framework and performance enhancements, especially for searching. This is also the first release that includes embedding Epicor’s new Automation Studio into the portal and a new 3D feature, Sketch and Extrude.

New features and enhancements include:

  • 3D Features/Enhancements
    • Sketch node and associated classes and UI
    • Circle with center and radius path
    • Utility to flip path direction
    • Automatically determine to extrude direction instead of defaulting to 0,0,1
    • Fix world transform of move sketch control point gizmo
    • Allow reordering paths and control points in the editor
    • Handle 3D paths
    • Mechanisms for Sizing Sketches
    • UI Shortcuts for creating new paths
    • Close sketch extrusion surfaces
    • Curve Path types for sketches
    • Positioning and orienting a sketch in 3d space
    • Add visualization renderer for sketches and paths
    • Sweep feature
    • Extrude feature
  • Update to .NET 6
  • Salesforce CPQ Integration enhancements
  • Embedded Automation Studio
  • Allow Quote Header fields to be marked “Searchable”
  • Elastic Search

You can learn more about each feature by visiting the CPQ Wiki and make sure to check out our What’s New video on Epicor Learning Center.

What to Expect
Here’s what you need to know about your upgrade:

Friday, October 21, 11:00 PM – Saturday, October 22, 4:00 AM Eastern Time
While Epicor upgrades your Production to 4.1.7.3, your system will be unavailable from Friday, October 21, 11:00 PM – Saturday, October 22, 4:00 AM Eastern Time.

Note after the upgrade: swap out the old extension with the new .NET 6-enabled extension for customers using an Extension.

Dates are subject to change.

As a reminder, reach out to EpicCare whenever you have a question or need application support. We hope you are excited about the new innovations coming soon to Epicor CPQ. Thank you for your continued support as an Epicor customer.

Subscribe to Status Alerts
Subscribe to receive additional email or text notices regarding routine updates, scheduled maintenance, or system outages at status.epicor.com.


Recently, we’ve been receiving many questions on Epicor’s Lifecycle Policy. This blog will outline the currently supported versions of the Epicor ERP system, the difference between Active and Sustaining support, and the upgrade options available.

Release Lifecycle

Like other software packages, Epicor Kinetic requires frequent patching. These can be for cosmetic (Updates), functional enhancements (Releases), or wholesale architecture changes (Version). Regular patching is necessary to keep the software running smoothly or plug security holes to keep you and your data safe. Epicor’s cadence is defined and outlined in the graphic below of how often you can expect updates, releases, and versions from Epicor. 

Support Lifecycle

Support is an essential part of any software package, and when things are running smoothly, you seldom need it. However, when issues arise and you need support, having an active support contract is the difference between being down for a short period versus an extended outage. The chart below shows what you can expect from a support contract. 

Active support gives you full access to Epicor phone support, security updates, and new issue investigation, to name a few. Sustaining support gives limited phone support, access to the latest release, and an online knowledge base. While you will no longer be able to purchase new modules under Sustaining support, you can purchase additional users for your version.

Review the comprehensive FAQs for Epicor’s support lifecycle. You will need a valid Epicor EpicWeb ID to review the guide. 

Product Lifecycle

All good things must come to an end. Or so the saying goes, right? The good news is Epicor software supports versions back to Version 8.03.400 and earlier under their Sustaining support model. Below is a chart outlining the transition date for each version of Epicor Kinetic ERP. If you are on the Epicor Public Cloud model, you never have to worry about being out of Active support – more on this option below.

What are the Options?

Your options are straightforward. On-premise customers have two options:

  1. On-premise upgrade: As long as you have an active maintenance contract with Epicor, you are entitled to the latest version of the Epicor Kinetic versions. This version can be installed in your server farm, a hosted server farm, or your cloud subscription (i.e. Azure, AWS, Google, etc.)
  2. Migration to Epicor SAAS Cloud: You can migrate your on-premise database up to the Epicor public cloud. Doing so provides a future of hassle-free upgrades and allows you to get back to running your business.

No matter which option you choose you will need to do something if you are on Epicor ERP 10.2 or earlier. To have a conversation about upgrading your Epicor software, email info@encompass-inc.com.


Learn how the world-leading OEM engine tooling provider, Rhinestahl, leveraged Epicor Kinetic to improve efficiency.

Rhinestahl Case Study

Epicor ERP is adding more capabilities for integration with the release of Epicor Automation Studio, a low-code/no-code integration platform as a service aimed at average business users. Automation Studio enables organizations to integrate their Epicor products and automate workflows end-to-end across apps, data, and teams.

The Challenge

By not implementing integrations, employees at enterprise organizations can’t access the data they need in the apps they use every day, such as Salesforce, ADP, and ServiceNow. This creates data silos, where employees are forced to: search for data across apps, re-enter data several times, and constantly context switch across applications to accomplish tasks.

Learn more about Epicor Automation Studio below:

Epicor Automation Studio

As workers increasingly take stock of their careers and their lives, the manufacturing industry is experiencing challenges attracting and retaining skilled labor. From March-April 2020, there was an 11% lag in employment for manufacturing. Some industry segments rebounded well by the end of 2020, but two years on there are still nearly 500,000 open manufacturing jobs.

Technology solutions, like manufacturing execution systems (MES), can help manufacturers address the labor shortage intelligently with faster, easier ways to onboard new workers, collect and share data, and monitor processes and performance to make critical adjustments that improve operations and productivity. Technology is also attractive to a new generation of workers who are already digitally fluent and expect to use digital tools on the job. Given a choice between multiple job offers, 91% of Gen Z candidates say the technology offered by an employer would be a factor in their decision.

Here’s a closer look at three areas where MES can help your business operate more smoothly with the resources you have and the new workers you bring on board.

1. Speed up Employee Onboarding

Turnover is common in manufacturing as seasonal work and other demands keep workers coming and going. But to meet production demands, manufacturers need staff levels to remain as stable as possible, which means every new worker has to get up to speed fast.

MES can operate as a virtual onboarding tool for new workers, providing training documentation and videos, work instructions and drawings, process steps, and on-demand assistance through an easy-to-use touch-screen interface. As workers advance through onboarding and training, MES can also manage their skills and capabilities to let businesses know when workers are ready to run a machine or can be scheduled on specific work cells.

MES makes hiring and training easier by helping workers ramp up quickly so manufacturers can operate as expected, no matter the circumstances.

2. Efficiently Collect and Share Data

Manufacturing workers deal with data all the time, but much of it is handled through manual methods like tracking down part numbers, images, and drawings, making calculations, or writing information down on paper by hand. These manual methods create undue complexity for new workers and increase the risk of errors and delays—all of which impact productivity.

MES streamlines data collection, sharing, and reporting by automating changeovers, part counts, and parts fulfillment that can reduce human error and time wasted hunting for information. Automated, accurate, real-time data collection also gives manufacturers much-needed visibility into inventory, part availability, and machine performance to better understand what’s happening on the shop floor.

MES not only unburdens workers from manual, error-prone data processes that hurt job satisfaction, it also helps manufacturers make better business decisions to improve operations and reduce overhead and labor.

3. Improve Processes and Performance

Collecting data on processes helps manufacturers understand the production environment so they can monitor the issues and variables that impact the rest of the production line or even the end customer. The problem is that relying on physical inspections and quality checks for process monitoring is time-consuming and inefficient.

MES automates process monitoring through statistical process and quality control methodologies and part quantification. The software can be programmed to stop a machine or turn on an alarm when necessary. Data is collected from each operator to understand their efficiency and experience levels, identify where more training may be necessary, and reward top-performing workers. Automated process monitoring and performance analytics also allow manufacturers to understand the number of workers and shifts that are needed to meet production demand.

MES allows machine operators to focus their time on production and performing a job well, instead of cumbersome quality checks, while giving you valuable insight into your labor and hiring needs.

MES is Today’s Answer to Manufacturing Labor Challenges

The volatility of the manufacturing labor market may not let up anytime soon, but it doesn’t have to derail your business. MES technology provides a path forward, giving you the digital tools and information you need to swiftly and successfully bring on new workers and make more efficient and productive use of your current workforce. Better data around processes and performance improves day-to-day operations on the shop floor and uncovers specific labor needs. MES can even help you reduce your labor footprint by turning over the most repetitive and inefficient tasks to automated technology solutions.

The transition to Industry 4.0 and smart factory technology is already underway. MES can help you get there with less disruption and more confidence.

-Epicor


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 ERPs 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, or 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 the 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 has been improved for an enhanced user experience.
  3. The improved Load speed of Organization & Workflow
    • For select users, loading organization & workflow took a few minutes. We have improved the load speed of the 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 the default measure must always be automatically set for the 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 a new account to the input sheet
    • For select users, Adding Account was disabled in input sheets. This has now been fixed and the addition of accounts works as it should.
  3. Can ́t post when the difference is zero
    • For select instances, the posting was disabled when the 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 the 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, or 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 the 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 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 include:

  • Learning via keynote and general sessions, breakout sessions, and hands-on labs
  • Meals include 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
  • A 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, a 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 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, or 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 the 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 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 app servers 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’s 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, or 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 the Industry.

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