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

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

Transform Preventive Maintenance from Routine and Reactive to Proactive and Deliberate

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

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

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

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

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

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

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

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

Supercharge Your Preventative Maintenance Deployment with Epicor Data Analytics

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

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

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

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

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

About Encompass Solutions

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


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

Visualizing Operational Data Trends

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

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

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

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

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

Benefits and Key Features of EDA for Advanced MES

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

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

Key Features

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

Content Packs

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

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

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

Requirements

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

About Encompass Solutions

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


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

Fast and Accurate Scanning

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

Epicor Mfg Wireless Warehouse optimizes workflow for fast and accurate scanning, improves time to process transactions, increases accuracy, and reduces errors. It is compatible with the latest scanning devices running on Android® 6.0.1 or higher from Honeywell® and Zebra®. Simply download the application from the Google Play™ store into your device and start using it with minimal set up.

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

Receiving

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

Material Management

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

Material Queue

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

Shipping

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

Trackers

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

Powered by BISCIT

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

About Encompass Solutions

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


Meaningful relationships exist across your company and are a great resource for serving customers and improving efficiency. When workers engage with each other to solve problems and innovate processes, your business benefits and strengthens. By integrating unstructured meetings and conversations with your critical business ERP data and by enabling worker conversations digitally, you can help eliminate worker silos—giving your business a competitive advantage.

Epicor Collaborate is an enterprise-wide collaboration and productivity tool built on a cloud platform. Easy to use and intuitive with hashtags and mentions, Collaborate connects groups of workers simply. When your employee teams communicate digitally, you increase customer responsiveness and satisfaction.

Actionable Collaboration for Greater Productivity

Easily accessible across the Kinetic application, Collaborate, shifts workers from monitoring analytical dashboards and reports to being actively engaged with instant notifications from ERP processes and events. Collaborate message streams collect and communicate these messages across the enterprise. Outlier processes that often bury users in meetings or email are easily mainstreamed with the flexibility and simplicity of Collaborate—optimizing productivity. Key integrations driving worker productivity include Microsoft Teams®, Epicor IoT, Epicor Virtual Agent (EVA), and Epicor Data Discovery.

Microsoft Teams Integration enables teams with external players to connect on project details by sharing Epicor Collaborate messages.

Being notified of adverse events in ERP or directly from your equipment through Epicor IoT, can drive new levels of responsiveness and productivity.

Not every solution that improves productivity has to be complicated. Epicor Virtual Agent (EVA) delivers on simplicity through natural language to answer questions of Kinetic.

Businesses that share and coalesce around business metrics are data driven organizations that thrive on solving problems. Collaborate offers users the ability to shared Epicor Data Discovery (EDD) metrics.

Epicor Collaborate Benefits

Epicor Collaborate allows businesses to leverage their two most important resources, information and personnel, in tandem. Reap the benefits of an actively engaged workforce fueled by the enterprise data you need to make informed decisions, quickly. Those benefits allow your business to:

  • Modernize employee communication for more engaged workers
  • Boost team productivity and responsiveness
  • Experience new levels of worker efficiency
  • Share and action metrics as exceptions occur
  • Eliminate worker silos to improve customer responsiveness
  • Reduce time wasted with email and status update meetings

Easy to deploy

Both Kinetic in the cloud and Kinetic on premises are easy to integrate with Collaborate. There are three simple steps to get started.

Simple to learn—designed for business

Collaborate contains many of the same interface conventions your employees use at home on their devices. This makes Collaborate simple to use and quick to learn. Since employees can adopt the features with near immediacy, Collaborate can offer a fast return on investment. Available to work with Kinetic in the cloud or on premises, Collaborate helps all users stay in touch.

Employees log into the Kinetic Home Page and select the Collaborate tab. They can then start messaging, subscribing to ERP events, and sharing knowledge. Collaborate functions are like other leading cloud-native digital messaging tools, but the feature is designed for heightened connectivity for Kinetic and your business.

The promise of Cloud

Built on the Microsoft® Azure® platform, Collaborate is a cloud solution that leverages powerful Azure tools to deliver security and scalability for your messaging needs. More importantly, the cloud platform provides access to Collaborate on a desktop or a compatible tablet through the Epicor Home Page. Collaborate makes work happen—providing timely messages anywhere for rapid decision making.

Enterprise-wide Collaboration

Multisite, multi-company organizations need to communicate across boundaries to solve problems and remain responsive to customers. As a cloud-based solution, Epicor Collaborate delivers messaging capabilities for intercompany and inter-site conversations. Featured in this capability is the ability to create Enterprise groups that can span locations for greater business efficiency.

Share knowledge

Sharing knowledge helps businesses more easily onboard new employees and retain critical knowledge to support future operational efficiency. Making it easier for staff and departments to share information means that skills and knowledge can be pooled— leading to thorough problem solving, better project progression, and new ideas. Collaborate provides a robust repository of contextual and searchable messages to help workers find answers to repeatable customer issues, store and retrieve process knowledge, and maintain historical audits.

Operational Visibility

Subscribing to exceptions in ERP data helps business leaders respond to problems as they happen. For example, a stakeholder may subscribe to a customer or credit hold status. Once a credit hold message appears in their Collaborate message thread, stakeholders can message finance immediately to determine the reason and follow up with the customer.

Group Messaging

Employees exceedingly work in groups to drive innovation and meet customer expectations. In particular, being able to support cross-functional teams that can coalesce around a complex estimate, project, customer issue, production event whether single instance or ongoing and more. Introducing this group functionality (both public and private) is important as members are informed on a timely basis and can offer their perspective.

Microsoft Teams Integration

Microsoft Teams is an industry-leading collaboration platform that combines persistent workplace chat, video meetings, file storage, and application integration for businesses. It is widely used and sits alongside Microsoft Office 365® productivity tools. Collaborate Groups connected to Microsoft Teams to share communications across users, including external guests outside of Kinetic. Note: This feature requires Microsoft Office 365 level AD.

Custom Notifications (Change Data Capture (CDC) and BPM)

Greater responsiveness in business workflow can be more easily achieved with instant notifications guiding your processes. To offer more opportunities to build these notifications into your processes, Collaborate lets users create custom notification rules. This is achieved with the Change Data Capture (CDC) management solution.

Additionally, users can design a Business Process Management (BPM) workflow to post custom notifications in a Collaborate message stream through a new Notify Collaborate action. Users can leverage Data Directives, Method Directives, and Epicor Functions to create workflows that include the Notify Collaborate actions and the action that triggers it.

Operational Efficiency from IoT Notifications

Boosting operational oversight to deliver great performance with Epicor IoT is easier in the latest release as users can view IoT notifications within Collaborate message streams. Users can configure IoT based notifications via BPM and feeding them into Collaborate. This allows users to be notified on asset performance while collaborating with a group of stakeholders on failure situations.

Instant Answers with Epicor Virtual Agent (EVA)

EVA helps users automate mundane tasks such as looking up a contact or inventory information-all she needs is a simple text command. Integration with Collaborate supports EVA skills or commands within message streams. Ask EVA to show you a customer, and then the customer credit, and she will return richly formatted information. The experience and the skills supported are consistent with what is offered in the EVA mobile app.

File Sharing Support

Collaborate users can share files easily, selecting their preferred choice of cloud file storage system. Attaching files in the feeds and conversations speeds up teamwork in any company, and the attachment is saved in the file storage system.

Collaborate integrates with multiple cloud storage providers such as Google Drive® or Dropbox®. Epicor ECM (Enterprise Content Management) is also an option for Collaborate file storage, no matter whether Epicor ECM is Cloud or On-Premises.

Actionable EDD Metrics Drive Improved Productivity

More easily describe business challenges with EDD metrics in Collaborate. Users can leverage an EDD widget to snag and share EDD metrics, including comments that drive actions. New levels of productivity can result when metrics are shared and actioned as exceptions occur. Any key metric can be shared from sales, finance, or operations.

About Encompass Solutions

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


Alerts & Notifications automates shop floor communications with automatic messaging and escalation, so supervisors, managers, maintenance crews, and engineers can respond to conditions in the plant immediately. When process conditions need attention, when production stops, or when operators need help, Epicor Advanced MES Alerts and Notifications instantly notify the right people. Functionality dispatches a signal or message that can be seen by just one, a few, or all people that need to be involved.

Automatic Communication Routing

Text messages, loudspeaker announcements, e-mail, flashing lights, and audible sounds are just a few of the ways you can alert people throughout the facility that something or someone needs help. Help call buttons, production status, and process exceptions can all trigger the automatic messaging system, based on rules you specify within the Epicor Advanced MES system. When someone responds to an alert, there’s a quick and easy way for them to log their arrival and actions, so there’s no paperwork to shuffle.

Your Epicor Advanced MES system has the capacity to route and escalate each alert and notification based on what’s happening at any given moment. Does the operator need more material or is there an unexpected breakdown? The request for help screen can include choices for maintenance, material, and moving finished product. You can even provide for levels of urgency, based on operator selection or pre–defined rules. Each time an operator or technician issues a call for help, you can relax with the knowledge that Epicor Advanced MES will carry out the communication and escalation process you prescribed.

Types of MES Alerts and Notifications

  • Help Calls
  • Down Events
  • Parameters Out-Of-Specification (OOS)
  • Machine Communication Failures
  • Job Active
  • Idle
  • Startup
  • End of Job Warning
  • In Production

MES Alerts and Notifications Benefits 

  • Accelerate issue response
  • Minimize downtime with faster response
  • Capture accurate data for process planning
  • Feed operations improvements with accurate time logs and reasons
  • Identify problems early and fix them before they become critical issues
  • Empower your employees

Escalate Communications

Priorities can shift, and people may not be able to respond immediately to an alert. Epicor Advanced MES keeps tabs on all active alerts, and automatically escalates messaging according to the plan you configure. You can even start with a text message or e-mail and reinforce with a shop floor audible a few minutes later. Alerts don’t stop until your Epicor Advanced MES system has exhausted all messaging rules, or someone logs a response to the call, status, or condition. If you configure the system to alert indefinitely until it receives a response entry, then Alerts & Notifications becomes a catalyst for timely response to issues.

Turn Everyday Headaches Into Improvement Opportunities

All the data from help calls, issue alerts, and responses goes directly into the Epicor Advanced MES database with time and date stamps, type of alert, reasons, process values, and more. When it’s time to do some process planning or serious analysis, you have all the information you need to determine what’s working and what’s not. You’ll be able to spot and explore trends, make best practices repeatable, and define new operational strategies.

About Encompass Solutions

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


Kinetic 2021.2 utilizes the Epicor manufacturing industry knowledge to deliver a best-in-class solution for your business. 2021.2 features include Application Studio enhancements, new integrations, and so much  more. For the 2021.2 upgrade, customers on cadence will have five weeks to test before the Production upgrade scheduled for October 23-24.

What’s New in Kinetic 2021.2

More details will be released, but a few highlights include:

  • Country of Origin at the Lot level​
  • Application Studio improvements
  • Integration​ with KBMax
  • Advanced Unit of Measure developments for multicompany
  • Additional enhancements to the experience transformation continues in 2021.2
  • And so much more​​

For more upgrade details please visit:

Important Dates

On Cadence Customers

Update and upgrade window information will be published closer to their dates.

Date​

Event

​Details

Friday, September 10, 2021​

Deadline for Flex customers  Flex customers must to submit an EpicCare​ ticket indicating their preference to defer their upgrade to one of the alternate upgrade dates by 5:00 PM Central Time Friday, September 10. Flex customers that do not submit a ticket will follow the on cadence upgrade and update schedule.

Friday, September, 17 2021​ – ​Satur​day, September 18, 202​1

2021.2 Pilot/additional Environments Upgrade  Your Kinetic Pilot/additional environments will be upgraded to 2021.2.1 Starting Friday, September 17 at 12:01 AM – Saturday, September 18 at 11:59 PM, your Pilot/additional Environments will be unavailable while Epicor performs your upgrade.

There are five weeks to test in Pilot. Between the Pilot upgrade to Production, there will be one​ update (2021.2.3) for customers on cadence.​

Tuesday, October 12​, 2021​​

2021​.2.3 Pilot/additional Environments Update Quality enhancements to your Pilot and any additional environments.

Tuesday, October 19, 2021

UBC Opt-in Deadline UBC Opt-in:

  • Multi-Tenant and Express customers (legacy cloud customers)
    If Multi-Tenant and Express customers want Epicor to move your unique business components (UBCs) from your Pilot environment to your Production environment, you must submit an EpicCare ticket to opt-in to the process by Tuesday, October 19 at 5:00 PM Central Time. 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.
  • Public Cloud customers (Azure)
    Customers on the public cloud that would like to move your unique business components (UBCs) from your Pilot environment to Production environment, please refer to KB0035160 for instructions, or attend the complimentary “Upgrading Custom Items in Cloud Environments – Classic” course from Epicor University.

Saturday, October 23, 2021​ – ​Sunday, October 24, 202​1

2021.2.3 Production System Upgrade It’s your upgrade weekend! While Epicor upgrades your production system to Kinetic 2021.2.3, your system will be unavailable for several hours during this time.

Tuesday, November 2, 2021

2021.2.5  Pilot/additional
Environments Update​
Quality enhancements to your Pilot and any additional environments.

Update window: Tuesday, November 2 7:00 PM – 11:59 PM Local Server Time​​

Saturday, November 6, 2021 – Sunday, November 7, 2021

2021.2.5 ​Production System ​Update Quality enhancements to your Production environment.​

Update window: Saturday, November 6, 4:00 PM – Sunday, November 7, 10:00 AM Local Server Time​

Tuesday, November 30, 2021

2021.2.7 Pilot/additional
Environments Update
Quality enhancements to your Pilot and any additional environments.

Update window: Tuesday, November 30, 7:00 PM – 11:59 PM Local Server Time​​

Saturday, December 4, 2021 – Sunday, December 5, 2021

2021.2.7 Production System Update Quality enhancements to your Production environment.​

Update window: Saturday, December 4, 4:00 PM – Sunday, December 5, 10:00 AM Local Server Time

Tuesday, January 11, 2022

2021.2.9 Pilot/additional
Environments Update
Quality enhancements to your Pilot and any additional environments.

Update window: Tuesday, January 11, 7:00 PM – 11:59 PM Local Server Time

Saturday, January 15, 2022 – Sunday, January 16, 2022​

2021.2.9 Production System Update Quality enhancements to your Production environment.​

Update window: Saturday, January 15, 4:00 PM – Sunday, January 16, 10:00 AM Local Server Time

Tuesday, February 15, 2022

2021.2.11 Pilot/additional
Environments Update​
Quality enhancements to your Pilot and any additional environments.

Update window: Tuesday, February 15, 7:00 PM – 11:59 PM Local Server Time​​

Saturday, February 19, 2022 – Sunday, February 20, 2022​

2021.2.11 Production System Update Quality enhancements to your Production environment.​

Update window: Saturday, February 19, 4:00 PM – Sunday, February 20, 10:00 AM Local Server Time​

Tuesday, March 15, 2022​

2021.2.13 Pilot/additional
Environments Update​
Quality enhancements to your Pilot and any additional environments.

Update window: Tuesday, March 15, 7:00 PM – 11:59 PM Local Server Time​​​

Saturday, March 19, 2022​

– Sunday, March 20, 2022​

2021.2.13 Production System Update Quality enhancements to your Production environment.​

Update window: Saturday, March 19, 4:00 PM – Sunday, March 20, 10:00 AM Local Server Time​​

 

Note: dates are subject to change.

Flex Customers

Pilot upgrade dates will be communicated closer to the date.​The deadline to submit your Flex option is Friday, September 10 at 5:00 PM Central Time through an an EpicCare​ ticket. Flex customers that do not submit a ticket will follow the on cadence upgrade and update schedule.​

Date​

Event

​Details

Friday, September 10, 2021​

Deadline for Flex customers Flex customers must to submit an EpicCare​​ ticket indicating their preference to defer their upgrade to one of the alternate upgrade dates by 5:00 PM Central Time Friday, September 10. Flex customers that do not submit a ticket will follow the on cadence upgrade and update schedule.

Week of December 13, 2021

Flex Option #1:
2021.2 Pilot/additional Environments Upgrade
For Flex Option #1 customers, your Pilot system, Education environment, and additional environments will be unavailable while Epicor performs your upgrade to 2021.2.7, 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 other environments) to start exploring what’s new.

Week of January 31, 2022

Flex Option #2:
2021.2 Pilot/additional Environments Upgrade
For Flex Option #2 customers, your Pilot system, Education environment, and additional environments will be unavailable while Epicor performs your upgrade to 2021.2.9, 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 other environments) to start exploring what’s new.​

Saturday, January 22, 2022 – Sunday, January 23, 2022

Flex Option #1
2021.2 Production System Upgrade
Flex Option #1 customers: it’s your upgrade weekend! While Epicor upgrades your Production system to Kinetic 2021.2.9, your system will be unavailable for several hours during this time.

Saturday, March 5, 2022​

– Sunday, March 6, 2022​

Flex Option #2
Production System Upgrade to 2021.1
Flex Option #2 customers: it’s your upgrade weekend!​ While Epicor upgrades your Production system to Kinetic 2021.2.11, your system will be unavailable for several hours during this time. ​

Note: dates are subject to change.

How to Prepare

Epicor will upgrade your Pilot system and any additional environments seven weeks before Production for customers on cadence. This will provide an opportunity to explore the  functionality updates in 2021.2 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 (UBCs)—custom reports, BAQs, BPMs, User Interface customizations, etc.—to ensure everything continues to operate as expected. There will be more information regarding sample test plans and more that will be made available to you on EpicWeb Documentation.

Flexing Your Kinetic 2021.2 Upgrade

Subscribers to the Epicor Public Cloud Flex Option can follow the same schedule, but you have the option to defer your upgrade to Kinetic release 2021.2. Below are the two date options for your flex upgrade. Please note the deferred upgrades continue to have the standard four weeks to test. If you are a Premium Flex Test subscriber, please communicate your preferences by the same deadline and process below.

Pilot ​Production
​Option 1: ​Week of December 13, 2021 January 22-23, 2022
​Option 2: ​Week of January 31, 2022​ March 5-6, 2022

Pilot upgrade dates will be communicated closer to the date.
If you choose to defer, you must submit an EpicCare ticket by Friday, September 10 with your selected upgrade date (Option 1 or Option 2) and Epicor will send you a personalized confirmation with your instructions. Epicor must receive your deferral no later than Friday, September 10. If you do not choose to defer, Epicor will keep you on cadence and automatically upgrade your Production system in October 2021.

Note: If you choose to defer your upgrade, you will not receive any 2021.2 updates after the 2021.1 upgrade. Epicor only hosts the upgrade webinars on September 1 & 2, 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 Encompass Solutions

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


Improve your quality management program with timely feedback and pre-emptive responses with the Epicor Advanced MES Statistical Process Control and Statistical Quality Control module.

What is Statistical Process Control (SPC)?

Statistical Process Control will allow you to analyze the processes from your machines using various statistical techniques. Using the data that is being automatically collected, you will be able to make adjustments to the process to help ensure the process is statistically in control and to improve the machine process capability. Without SPC your technicians can only respond to nonvisual issues when they are measured by your quality team. By the time the issue is discovered the process is already producing defective parts. Using SPC, technicians can be alerted to a process that is violating spec limits thus minimizing the production of defective parts.

What is Statistical Quality Control (SQC)?

Statistical Quality Control will allow you to analyze the variable data as well as the attribute data of the part. Using an advanced manufacturing execution system, your operators and quality technicians can use a Human Machine Interface to enter or pull in quality measurements. Using the data, you will be able to determine if the measured part dimensions are statistically in control.

Advanced MES Statistical Process Control and Statistical Quality Control

Statistical Process Control (SPC) and Statistical Quality Control (SQC) with Epicor Advanced MES use real-time, automatic data to help you respond to production conditions before making bad parts. SPC and SQC with factual data enable consistent results without constant oversight. They compare cycle time and process data to control the limits you set—providing rich, instant information to machine operators, quality and reliability engineers, and maintenance professionals.

Advanced MES SPC and SQC Features

Improve Your Quality Management Program with Advanced MES and respond to conditions before producing bad parts, thanks to:

  • Advanced MES operator interface embedded in the system
  • Easy operator interface for setup, alarming, and correction
  • Sophisticated modeling tools

Additional benefits include the ability to:

  • Conform to Quality Standards
  • Avoid charge-backs and defect penalties
  • Automatically scrap parts
  • Drive continuous improvement into your quality programs

Any machine that feeds production and process data into your Advanced MES system can benefit from the Advanced MES SPC and SQC capabilities. It’s capable of receiving any kind of data from machines—cycle time, temperature, pressure, weight, dimensions, or any other kind of measurement. Set and record process parameter control limits for each attribute, and specify sampling criteria. The system automatically administers data samples and alerts for out-of-spec conditions. It applies statistical analysis to process conditions, so operators get an alert—even before things run out-of-spec—that something is trending negatively.

Process Sheets

Within Epicor Advanced MES you have the capability to set up process sheets for the machine/part/tool combination that you wish to monitor. Within the process sheet, you can set up control limits for the process parameters being monitored. The process sheet allows you to configure the frequency and subgroup size for your sampling and you can set up alarms for how you wish to handle process violations.

Edge Computing and Automatic Part Qualification

Automatic part qualification can be set up based on your process sheet parameters to help determine what to do when a part violates your rules. Using our edge device – the Connect Factory Machine Interface Unit (CF-MIU) you can control what you want to have happen when a process rule is violated.

The Mattec Machine Interface Unit (MIU) is an industrial strength data collection device conceived, developed, and manufactured by Epicor, and was designed along the lines of a SCADA (Supervisory Control and Data Acquisition) system. The term SCADA generally refers to a system that monitors machines, groups of machines, or large cells of manufacturing equipment. Much of the control is performed automatically by the MIU, however, there are host control functions that permit overriding this autonomous control through supervisory actions or intervention. For example, the MIU can control the output reject chute based upon various conditions and processes. The MIU is basically ensuring that every part is manufactured according to engineering specs provided at the host. Its main purpose is to collect production and process information from the manufacturing machine, store, and transmit that data in real-time to the server computer.

The MIU has the ability to interface with non OPC PLC’s on the factory floor as well as read its own internal set of analog and digital inputs. The data acquisition begins here through meter readings, level indicators, pressure and temperature status readings, etc., which are then forwarded to the SCADA engine on the MIU. Data is then compiled, formatted, various reduction analysis equations are executed, and outputs are engaged if needed. In real time, the operator can make supervisory decisions to adjust or override normal process and procedural functions.

Advantage of SPC and SQC together

By bringing the SPC and SQC data together, you can analyze the association of the different processes to the dimensions of the part. This gives your process techs additional insight into troubleshooting process issues, and will also assist you in determining which processes are critical and give you guidance on setting the specifications and control limits.

Do More for Quality Management Than Gather Data

With Advanced MES, statistical analysis is easy and accessible because it’s automated and visual. Epicor eliminates the need for a statistician—or even advanced mathematics training—to put SPC and SQC to work for your company. SPC and SQC do all of the work in the background and serve up visually intuitive graphs and charts that are designed for fast, easy understanding by operators and engineers alike. Complete, accurate, and automated data collection—combined with powerful analysis in a meaningful format – empowers people at every level to use statistical analysis to plan, respond, or react to help ensure quality. The Advanced MES SPC/SQC module supports:

  • Automatic process samples
  • Intermittent or batch checkpoints
  • Continuous background analysis and computations
  • Process exception alarms
  • Real-time quality displays for operators and managers
  • Linear regression analysis
  • Exception logs and reports
  • Control of limit calculation
  • Statistical analysis historian
  • Any kind of MRO activity like cleaning, changing parts, taking measurements, making adjustments, performing inspections, and others
  • Adjustment of production schedule automatically for PM/MRO
  • Machines, tools, auxiliary equipment, and another types of assets
  • Tasks, schedules, and requirements from ERP, MRP, and maintenance systems

About Encompass Solutions

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


Production scheduling has an impact on the entire business—from commit-to-order, to resource planning, and even job costing. Plus, your reputation, growth, and ability to conduct business profitably depends on delivering the right quantity of the right product at the right time—and effective production scheduling is essential to success. Epicor Advanced MES includes real-time production scheduling visualization tools that automatically keep pace with what’s happening on the shop floor every minute of every day, so jobs start at the right time, orders finish when they’re supposed to, and your company delivers on commitments.

Real-Time Means “Right Now”

The Advanced MES’ production schedule uses job information to tell the shop what to make, how much, and when. Job information comes from your ERP system, MRP, or is even entered manually. From there, the production schedule comes to life, using current production conditions and equipment constraints to create a clear, accurate production schedule.

Advanced MES constantly keeps the job schedule up-to-date in real-time—every minute of every day. Because the system knows what’s running right now, how many parts or pieces are left in the job, and how fast each machine is running, you don’t have to wait until a job is finished or until someone enters data to find out exactly when a job will finish or when a machine will be available. The information you need is there when you pull it up and refreshes continuously.

Visual and Easy to Understand

Production scheduling with Epicor Advanced MES is visual and intuitive. You can see every machine and every job, and even non-production tasks like scheduled maintenance. Color coding means that with just a quick glance, anyone can see what’s running on time and detect schedule problems and delays. It’s also clear where there’s available capacity to take on more work or make adjustments for greater efficiency or better margins.

Drag and Drop What-if Planning, Worry-Free Precision

Unlike a static whiteboard or spreadsheet, the Advanced MES job schedule is dynamic and interactive, so planning is quick and easy. With role-based permissions, schedulers and engineers can conduct what-if scenario planning, while material handlers and tool room techs can see what work is headed in their direction. Plus, the job schedule in Advanced MES helps ensure accuracy. The system prevents people from scheduling jobs on the wrong machine and it knows when the right tools won’t be available. The system automatically tries to resolve resource conflicts and provides visual cues where problems remain.

Dynamic Scheduling

Dynamic scheduling is one of the most powerful features of the Advanced MES scheduler. When a job is created, the forecasted end date of the job will be based on the standards in the process sheet which include factors such as:

  • Standard Cycle
  • Setup
  • Scrap
  • Downtime
  • Parts per Cycle

Once a job is started on a machine, the standards are set aside for efficiency calculations and the forecasted end date will then be based on the live performance of the job on the machine.

MES Real-Time Production Scheduling Features

  • Intuitive graphical scheduling
  • Real-time notification of job status
  • Drag and drop job allocation
  • Create and schedule individual or family parts
  • Define equipment process parameters
  • Report on capacity, labor, material needs, equipment performance, and more
  • Integration with ERP
  • Handle priorities, capacity, and constraints
  • Helps to eliminate job, machine, and tool conflicts
  • Facilitates on-the-fly schedule changes
  • Simplifies sophisticated scenarios
  • Schedule by start time or finish time
  • Easy to understand color coding
  • Drill down into past performance

Advanced MES Benefits

  • Pinpoint available capacity
  • Identify tool constraints
  • Help increase throughput for revenue growth
  • Impact labor and inventory leveling
  • Provide accurate delivery quotes
  • Improve on-time delivery performance
  • Make real-time decisions

About Encompass Solutions

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


The concept of a “Smart Factory” has become a reality for manufacturers. In today’s Industry 4.0 world it is critical that we have a system that can capture more information, faster. With the Epicor Kinetic Advanced MES Machine Interface Unit (MIU), you can collect machine and process data in real-time and connect to virtually any machine, without having to rely on equipment that is OPC compliant.

Benefits of the Epicor Kinetic Advanced MES Machine Interface Unit

The Advanced MES Connected Factory Machine Interface Unit (CF-MIU) is an industrial-strength data collection device conceived, developed, and manufactured by Epicor, and was designed along the lines of a SCADA (Supervisory Control and Data Acquisition) system. The term SCADA generally refers to a system that monitors machines, groups of machines, or large cells of manufacturing equipment.

Much of the control is performed automatically by the MIU, however, there are host control functions that permit overriding this autonomous control through supervisory actions or intervention. For example, the MIU can control the output reject chute based upon various conditions and processes. Other benefits include:

  • Continues to collect data during network outages
  • Connects to any machine
  • Control your machine when there are process violations detected
  • Sample at 2000 per second

The MIU is basically ensuring that every part is manufactured according to engineering specs provided at the host. Its main purpose is to collect production and process information from the manufacturing machine, store, and transmit that data in real-time to the server computer.

The MIU has the ability to interface with non-OPC PLCs on the factory floor as well as read its own internal set of analog and digital inputs. The data acquisition begins here through meter readings, level indicators, pressure and temperature status readings, etc., which are then forwarded to the SCADA engine on the MIU. Data is then compiled, formatted, various reduction analysis equations are executed, and outputs are engaged if needed. In real-time, the operator can make supervisory decisions to adjust or override normal process and procedural functions.

Advanced MES Connected Factory Machine Interface Unit Technology

The new CF-MIU takes advantage of the latest technology in computer hardware design and offers advancements from almost every standpoint that allow you to connect your factory floor like never before. Instead of soldering input boards onto the motherboard the new MIU uses plug-n-play input boards that allow the MIU to grow as your needs change. Any interruption in network service is covered by a much larger cache that takes us from storing hours of data to days. 2 USB ports are available for remote network connections such as for a mouse or a keyboard.

About Encompass Solutions

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

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