Spreadsheet Server helps you bridge the gap between your company data and insightful reports, saving time by streamlining analytic processes in a secure environment.

With the full power of Excel, Spreadsheet Server allows you to mix GL and non-GL data from multiple platforms into a single worksheet. Work with real-time data from your ERP to create financial and operational reports with the ability to drill-down into the detail.

Customers who have not used XL Connect or Spreadsheet Server previously will get20% off the license price, or 10% off the subscription/SaaS price when buying Spreadsheet Server and paying annually. In addition, these customers can receive 20% off the implementation services delivered by Epicor directly.

Must purchase between 6/1/2021 and 09/30/2021.

Limited-Time Offer to Combine the Familiarity Of Microsoft® Excel® with The Power of your Epicor Data

Customers who have not used XL Connect or Spreadsheet Server previously and registering for the Virtual Summit online event in August 2021 will get 35% off the license price, or 15% off the subscription/SaaS price and 20% off implementation services delivered by Epicor directly.

Must purchase between 8/15/2021 and 08/31/2021. Register for the Virtual Summit using this link.

Real-Time Reporting that Connects to Epicor Data Directly in Excel

Spreadsheet Server works as an intuitive Microsoft add-in providing live reporting and analysis from your Epicor ERP into Excel.

Save time and reduce risk by eliminating manual reporting processes:

  • Real-time connections and reporting across multiple sources, directly from Excel
  • Create reports without relying on IT or expensive consultants
  • Drill down to sub-ledger detail in your Epicor ERP platform
  • Access time-saving, pre-configured queries from your peers via a cloud-based library
  • Combine and report on data from multiple sources to show the big picture.
  • Automate the distribution of reports to reduce month-end effort
  • Get up and running fast with an easy install for short time to value

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.


On Wednesday, August 25 and Thursday, August 26, Epicor will be hosting its Epicor Kinetic 2021 Virtual Summit – Accelerate Your Business with Powerful Epicor Solutions. The event is geared towards current customers. However, anyone with interest is encouraged to attend and learn about the latest developments of the Epicor Kinetic platform. Attendees will experience educational sessions, virtual booths, and so much more.

This Summit will dive into the innovative enhancements of Kinetic 2021.1 and show customers how they can accelerate their business with powerful Epicor solutions with the modern technology of Kinetic (the new name for Epicor ERP).

About the Epicor Kinetic 2021 Virtual Summit

Learn how you can accelerate your business with powerful Epicor solutions with the modern technology of Kinetic (the new name for Epicor ERP). Enhancements from the latest release of Kinetic will be highlighted in this upcoming event. From the comfort of your desk, hear from solution experts on how to:

  • Prepare your team for Kinetic with Epicor Learning
  • Connect the shopping cart to the shop floor with KBMax CPQ
  • Compete with secure, browser-based solutions that give your business the momentum to innovate and grow
  • Position your business for the future of manufacturing by adopting the new user experience that comes with Kinetic
  • Tune up your excel-based reporting with Spreadsheet Server, the next generation of XL Connect Additional details on the sessions can be found in the agenda

Event Information

Date: Wednesday, August 25 and Thursday, August 26, 2021
Time: 10:00 am – 2:00 pm CST  (Virtual booths open from 11:50 am – 2:00 pm CST)
Location: Comfort of your desk
Cost: Complimentary
Registration Link:  https://events.bizzabo.com/virtualsummit2021

Useful Links

Those who are interested in attending the Epicor Kinetic 2021 Virtual Summit can find the detailed agenda HERE.

A list of event speakers can be found HERE.

A list of the virtual booths can be found HERE.

A high-level outline of the two-day event can be viewed below.

Day One – Wednesday, August 25

  1. Welcome to the Virtual Summit: Day One, 10:00 AM – 10:10 AM CST
  2. Insights Keynote given by Himanshu Palsule, 10:15 AM – 11:00 AM CST
  3. Accelerating Your Business with Innovative Solutions: Kinetic Road Ahead, 11:05 AM – 11:50 AM CST
  4. Power a Future-Focused Business with the New User Experience, 12:05 PM – 12:45 PM CST
  5. Connect the Shopping Cart to the Shop Floor with KBMax CPQ, 12:50 PM – 1:30 PM CST

Day Two – Thursday, August 26th

  1. Welcome to the Virtual Summit: Day Two, 10:00 AM – 10:05 AM CST
  2. Explore the Value of Cloud, 10:10 AM – 10:40 AM CST
  3. Strategies for a Successful New User Experience Adoption, 10:45 AM – 11:15 AM CST
  4. Customer Co-Presentation: Ending the Paper Chase with the Epicor ECM Packageworks, 11:20 AM – 11:50 AM CST
  5. Grow Sales, Retain Customers, Reach New Customers with eCommerce Powered by Epicor Commerce Connect, 12:05 PM – 12:35 PM CST
  6. Tune Up Your Excel-Based Reporting with Spreadsheet Server, the Next Generation of XL Connect, 12:40 PM – 1:10 PM CST
  7. Prepare Your Team for Kinetic with Epicor Learning Paths, 1:15 PM – 1:35 PM CST
  8. Explore the Virtual Booths, 1:35 PM – 2:00 PM CST

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 following press release “Epicor Acquires KBMax to Accelerate Growth” was originally published, here.

Epicor Acquires KBMax a Technology Leader in The Configure Price Quote (CPQ) Market to Help Customers Sell Smarter

News Summary:

  • The acquisition drives continued growth for Epicor with the ability to offer KBMax software as a stand-alone cloud first, low/no code toolset, or integrated into the Epicor productivity suite to generate new, cross-and-up sell potential.
  • Builds a bridge between Epicor’s customized ERP modules and the sales-to-order process, delivering better customer outcomes.
  • Opens up new international growth markets for Epicor across the United Kingdom, France, Benelux, Sweden, Finland, Italy, and Germany.
  • Marks the latest in a series of strategic merger and acquisition efforts that cement Epicor’s ambitions to become the sole provider of mission critical business applications to customers in the key industries served.
  • KBMax customers will benefit by having access to greater technology solutions and services housed beneath the Epicor brand name, coupled with a seamless transition and assured continuity.

AUSTIN, Texas, May 27, 2021 –  Epicor, a global leader of industry-specific enterprise software to promote business growth, announced today that it has acquired Configure Price Quote (CPQ) and visualization software provider KBMax. The transaction closed on May 27. Financial terms of the agreement were not disclosed.

KBMax software solutions will be marketed under the Epicor brand as a stand-alone module within the company’s productivity suite, aligning seamlessly with Epicor’s deep expertise in the global manufacturing engineer-to-order space. The ability to offer customers a highly customizable, industry specific one-stop solution that connects the front and back of the house supports Epicor’s mission to differentiate itself from the fleet of one-size-fits all off-the-shelf ERP solutions.

“Our customers are the essential businesses who make, deliver and sell the things everyone needs. We knew we needed to move fast, to enable them to be able to stay digitally competitive and build out scalable digital commerce capabilities,” comments Steve Murphy, Epicor CEO. “It’s a perfect time for businesses to reach their customers in new and compelling ways. The integration of KBMax’s technology into our platform will solve that challenge for our customers, enabling them to create an information-rich and immersive online buying experience. The integration of next-gen CPQ tools with our ERP system will enable vital connectivity points to our customers across inventory, costs, pricing, and customer data.”

With complexity comes the need for real-time, reliable integration between systems, especially CPQ and ERP. Research shows that in 2020 80 percent of B2B buyer journeys took place online. Being able to configure a product in CPQ and instantly get 3D renderings and dimensioned drawings will dramatically reduce the time and cost it takes for our customers to respond to RFP’s, getting potential buyers the information they need to make a decision faster than ever before.

The integration of KBMax with Epicor’s ERP solutions will provide customers:

  • A seamless connection between sales and operation data improving demand planning and production.
  • A single source of truth for the most complex engineer-to-order projects delivering faster and more accurate sales quotes, fewer order mistakes and improved sales rep productivity.
  • Ability to navigate the escalating trend of self-service/online business by translating complex sales information into something easy to configure and visualize.
  • A centralized data hub that can be managed in a single application that delivers a full 360-degree view of a customer’s order /fulfilment status allowing the front and back of house teams to work from the same playbook.
  • Supported business continuity for existing KBMax customers.

KBMax has transformed the buying experience for over 20,000 users and its CPQ software has delivered customers measurable improvements, on average a 168 percent increase in annual sales revenues, 38 percent faster sales cycle and a 35 percent increase in productivity.

“Epicor truly understands the industries it serves and its deep expertise in critical verticals from manufacturing to distribution make it the ideal home in which our technologies can nest seamlessly, deliver immediate customer value, while allowing us to scale and expand the technology suite,” said Kevin Bennett, KBMax CTO. “The integration of our software into the Epicor portfolio will help ensure the world’s most essential businesses can digitally evolve and thrive.”

About Epicor

Epicor Software Corporation equips hard-working businesses with enterprise solutions that keep the world turning. For nearly 50 years, Epicor customers in the manufacturing, distribution, LBM, retail, and automotive industries have trusted Epicor to help them do business better. Epicor’s innovative solution sets are carefully curated to fit customer needs and built to respond flexibly to their fast-changing reality. With deep industry knowledge and experience, Epicor accelerates every customer’s ambitions, whether to grow and transform, or simply become more productive and effective. Visit www.epicor.com for more information.

Acknowledgements from Lee An Schommer, SVP, Global Product Management & Epicor University

“As part of our continued commitment to deliver a best in class highly customizable suite of productivity solutions, today we are excited to announce that Epicor has acquired KBMax, the technology leader in the 3D Configure Price Quote market.

Research shows that in 2020 80 percent of a B2B buyers journey took place online. Understanding the demands on your customers to reach their potential buyers in new and compelling ways, we knew that being able to offer next-gen CPQ tools that are seamlessly and securely housed within our ERP system, would deliver the advantage they need to keep their business ahead.
Combining KBMax’s software expertise in complex configuration with our deep B2B industry knowledge will significantly enhance our competitive position in the marketplace. The addition of KBMax’s leading technology provides vital connectivity points across inventory, pricing and customer data. Being able to configure a product in CPQ and instantly get 3D renderings and drawings will dramatically reduce the time and cost it takes the businesses we serve to respond to RFPs, ensuring potential buyers receive the information they need to make a decision faster than ever before.
We look forward to continuing to partner with you to enable a world of better business.”

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.


There are significant changes to the Epicor Learning Program for Kinetic 2021.1.  The video below briefly covers the changes.

Epicor Learning Program: The Evolution of Education

 

Epicor Learning Program: The Next Generation Of Education From Epicor University, A Complete Training Experience

  • Epicor Learning License includes: Full access to Epicor Learning Center with a deep catalog of video-based courses and Hands-On exercises, role-based learning paths, and the tools to quickly manage their entire training program.
  • Hands-on Courses are new! Hands-On are workshop-based courses for use with the Kinetic education database. They provide step-by-step instruction and hands-on practice exercises through real-world scenarios, and are specifically designed to walk the learner through an actual in-product experience to help them master the Kinetic software. Hands-on exercises are also woven into role-based learning paths to accelerate adoption, develop skills, and build confidence for users.
  • All customers with an Embedded Ed license will have full access to Epicor Learning, ELC and the full Learning Program.
  • Embedded Education has moved to sustaining mode; the historical courses are available from classic help and ELC, but all new workshop based courses will be developed as Hands-On.

All customers using Kinetic 2021.1 have access to the Help and Support Panel with help articles, quick answer videos and guided learning; those with an Epicor Learning License get much more.

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.


Customer(s) may have experienced that when been working in the Embedded Education in the middle of the training they receive the error message: “Unable to Load Online Education Courses. Access to online education requires an active Epicor ERP session. Please launch education courses from within the application.”

The following steps are the workaround solution with Internet Explorer as Epicor ERP version 10 was developed with it.

If you are using Microsoft Edge as your Internet browser, please check on the section “Related Links” for the related KB article.

Related Links

KB0103351 – Embedded Education – Unable to Load Online Education Courses – Workaround solution when using Microsoft Edge

– Troubleshooting Steps on Microsoft Internet Explorer –

The following steps are the workaround solution when you’re using Microsoft Internet Explorer as your Internet browser.

Step Action
1 Close ERP Education instance. Go to step 2.
2 Open Microsoft Internet Explorer. Go to step 3.
3 Select the Tools menu and then click on Internet Options. Go to step 4.
4 In the window Internet Options look for the button named Settings below the section Browsing History and click on it.
Go to step 5.
5 In the window Website Data Settings, click on the radio button “Every time I visit the webpage” and click on “OK”.

website data settings for microsoft edge or internet explorer browsers

Go to step 6.

6 Back in the window Internet Options look for the button named Delete… below the section Browsing History and click on it.
Go to step 7.
7 Clear browsing history and cookies and other temporary Internet files:
From the list of possible kind of data to delete, at least select and delete the first 3 categories (checkmark them and then press the Delete button): Temporary Internet files and website files, Cookies and website data, and History. Check the image.clear browsing history on microsoft edge or internet explorer browsersGo to step 8.
8 Once Internet clears the data, you can close the browser and open Epicor ERP to verify the Embedded course.
Action steps complete

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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To compete, manufacturers in regulated industries need to be agile and innovate at a high velocity. Epicor® ERP is a leading manufacturing platform for life science manufacturers as it offers the product traceability, system controls, and more needed to respond to your growing business while allowing you to meet regulatory challenges. The availability of critical business systems in the cloud improves your ability to compete. Cloud enables both business agility and the increased speed at which technology is delivered to better meet business needs for innovation. Additionally, the Epicor ERP Cloud Validation Bundle for Life Sciences offers a cloud solution designed to reduce the risk of compliance with support for the software validation needs of FDA-regulated businesses.

Epicor ERP Cloud Validation Bundle Benefits

As a Life Sciences Manufacturer, take advantage of the benefits of cloud with reduced risk of compliance:

  • Stay current in cloud with an annual upgrade cadence for extended validation testing and documentation.
  • Ensure your business is ready for every upgrade by leveraging customer-proven best practices that minimize disruption.
  • Meet demands for high growth with flexible cloud solutions, easily scalable and adaptive to current and future business needs.
  • Drive strategic business outcomes with an Epicor ERP Cloud system to better align with your organizational goals.

FDA 21 CFR Part 11 Compliance Requires Validation of Software

Companies must validate that the software and systems used to create and maintain electronic records and signatures can ensure the integrity of the electronic results and information. This is done through software validation. The guidance offered by the FDA for software validation is in terms of installation qualification (IQ), operational qualification (OQ), and performance qualification (PQ). The Epicor ERP Cloud Validation Bundle for Life Sciences supports IQ documentation on your Epicor cloud solution to supplement IQ documentation for internal systems within your validation plan.

Validation Documentation Available with the Bundle

The Epicor ERP Cloud Validation Bundle for Life Sciences supports IQ documentation on your Epicor cloud solution to supplement IQ documentation for internal systems within your validation plan.

Note: You are responsible for IQ validation documentation and testing of any installed software and devices at their location. Also, as you are responsible for your validation state, Epicor makes our documentation available for review. The following reports are available:

  • Epicor ERP IQ Software Validation Plan (VP): VP-01
  • Epicor ERP IQ Software User Requirements Specification (URS): URS-02
  • Epicor ERP IQ Software Risk Management Plan (RMP): RMP-03
  • Risk Assessment / Failure Modes and Effects Analysis (FMEA): FMEA-04
  • Epicor ERP IQ Software Risk Management Report (RMR): RMR-05
  • Epicor ERP IQ Software Functional Requirements (FR): FR-06
  • Epicor ERP Installation Qualification (IQ) Software Validation: IQ-07
  • Epicor ERP IQ Software Validation Summary Report (VSR): VSR-08
  • Epicor Managed Hosting SOC 1 Type II Report
  • Epicor Cloud ERP SOC 2 Type II Report
  • Epicor SOC 2 Bridge Letter

Cloud Elements of the Bundle

The solution is a bundled offering that comprises the following cloud elements:

  • Epicor ERP Public Cloud U.S. Government Option
  • Epicor Public Cloud Validation Environment with Public Cloud Premium for your dedicated validation testing
  • IQ documentation and audit inquiry support in the event of customer or FDA audit
  • Extended validation cloud cadence of one year to provide additional time for validation documentation and testing

Epicor ERP Cloud Validation Bundle for life science and medical device manufacturing environments

Figure 1: Epicor ERP Cloud Validation Bundle for Life Sciences. Note the solution is available in Azure Government Cloud and that additional environments are available but must be enhanced with a corresponding Premium Pilot Extension to match your solution set.

Cloud Upgrade Cadence for the Epicor ERP Cloud Validation Bundle for Life Sciences

Supporting the needs of the life sciences business with a software upgrade cadence that delivers time for added testing is built into the solution. Users will have stages for planning, validation testing, reporting of issues that impact validation, and regression test time for their validated processes. They will also need to test their non-validation processes such as financial transactions. Below is a diagram that outlines a sample cadence for the solution. In addition to a one-year cadence for major releases, the solution will offer a quarterly update that is made available in the pilot environment the month prior to making it available in the live environment.

Epicor ERP Cloud Validation Bundle for life science and medical device manufacturing upgrades

Get Started With Epicor ERP Cloud Validation Bundle

Business leaders balance the pace of business innovation, fluctuating demand, and regulatory compliance requirements when deploying new technology. Reducing the risk of change in these environments provides greater business resiliency with the added benefit that the cloud delivers, including the ability to stay current with technology to drive greater results. Epicor uniquely understands the needs of a life sciences manufacturer with cloud-based ERP. You need the flexibility and control to run your business your way while benefiting from the cloud technologies and business models that fit.

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.


If you don’t already know, Epicor users have access to EpicCare. This is Epicor’s customer self service portal that enables the submission of issues, tickets, services requests, case creation, and more. As part of this service, there is a useful tool called Wayfinder.

What is Epicor Wayfinder

Epicor Wayfinder is a component of the EpicCare portal that shows Epicor users information about billing, contracts, service requests, and more.

The tool is a great resource for users with questions about their maintenance contract, current license ownership, and supply requests.

Epicor Wayfinder Components

With over 75 unique data points available to users, Epicor Wayfinder can help you find critical information with just a few clicks. You can also modify account information, like business name changes, billing address changes, invoice recipients, and the like.

Here is a list of all the various information you can locate or request using Epicor Wayfinder. Keep in mind, you will need to be logged into your EpicCare account to access the following links.

ACCOUNT AND BILLING SERVICES

ACCOUNT MAINTENANCE

BILLING REQUESTS

CASE MANAGEMENT

GENERAL

PRODUCT MANAGEMENT

MAINTENANCE INQUIRY

FINANCE

LICENSE AND MEDIA

CUSTOMER EXPERIENCE

SALES

EPICOR UNIVERSITY

EPICOR USERS GROUP

EPICWEB

INSIGHTS

SOFTWARE-GENERIC

UPGRADE SERVICES

SUPPORT

PROFESSIONAL SERVICES

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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