The Epicor Data Management Tool (DMT) is an application that many Epicor ERP clients use to import information into their Epicor systems and to make mass updates. Many clients already know how to use the tool through the standard UI interface. The command line interface allows for interacting with the DMT without the need for user intervention.

The Benefit of Accessing Epicor Data Management Tool via Command Line

By allowing us to interface directly with DMT, this allows for us developers/consultants to quickly import information into Epicor. Such information that can be imported for both new and updating include:

  • Parts
  • Material Issue
  • Return Material
  • Quantity Adjustments
  • Jobs
  • Job Receipt to Inventory
  • Many More

Under normal circumstances, we would need to utilize the standard Business Objects or APIs to make these transactions and updates within the system. This can add a lot of overhead when performing a large number of transactions at a time. Pushing these through the DMT usually allows for us to process a greater number of transactions more quickly, with only the need to write the CSV file and kick off the application.

Getting started with Epicor Data Management Tool (DMT) via Command Line

Epicor provides a good amount of information regarding the DMT and the command line interface. Here is some documentation on it, so long as you have an EpicWeb account. you can find those resources, here.

The above resource provides all of the options that can be used with the DMT.exe and some basic examples. Beyond that, I would recommend anybody who would want to use this to use the DMT to create the templates for what the would want to import. By default, it automatically selects the required fields, so it’s just a matter of adding in the fields that needs to be updated/inserted.

Kicking off the DMT via a BPM is how I had originally done this for an Encompass client in Life Sciences manufacturing and I imagine that this would probably be the most universal way for it to be used. With that said, using the DMT in this way is not viable for Cloud clients as the DMT isn’t available for execution from the server side of things.

Cloud clients can still utilize the DMT, even with command line, but it would need to be through a different methodology, such as script file or through a local application that has access to the DMT install.

For more information on utilizing Epicor Data Management Tool via Command Line, reach out to Encompass using the link below.

About Encompass Solutions

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


Epicor has announced the upcoming major product upgrade of Epicor Kinetic 2021.1 in April 2021. This upgrade not only represents a major milestone in the advancement of manufacturing solutions from Epicor, but also a complete rebranding of the Epicor ERP solutions as Epicor Kinetic.

Epicor Kinetic 2021.1 represents decades of the Epicor manufacturing expertise fully reimagined for today’s modern workforce and digital business. Given such depth of enhancements in this upgrade, the standard testing timeframe for customers on cadence has been extended from four weeks to seven weeks.

What’s New in Epicor Kinetic 2021.1

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

A Transformed User Experience

Enjoy the fresh look and intuitive design of all your most-used screens and forms – now accessible in a web browser – as the user experience transformation is getting closer to completion.

Expanded Capabilities of Application Studio

Your daily users will appreciate what your power users already know – This robust low/no code toolset is more feature-rich and intuitive to help even the casual user personalize screens to work faster and smarter.

Improved Help & Support Panel

With so many new features, it’s important to have quick and easy access to help when you need it. The Help & Support panel now features familiar type-head predictive search results and more ways to personalize your favorite topics.

Important Dates For Epicor Kinetic Upgrades

For cadence customers

Date​

Event

​Details

Wednesday, April 14, 2021

Data Refresh in Pilot For all live Public Cloud customers staying on cadence, your pilot database will be automatically refreshed this day. Additional environments are not automatically refreshed, but if you would like them to be, please submit a case in EpicCare by Friday, April 9.

For implementing customers staying on cadence, your pilot database will not be automatically refreshed, unless you submit an EpicCare ticket requesting a refresh by Friday, April 9. Please note that you will not be able to have your database refreshed from Production to Pilot during the upgrade testing period.

Thursday, April 15, 2021

Data Refresh in Pilot for MT/Express

For all legacy Multi-tenant and Express customers, your pilot database will be automatically refreshed this day.

Friday, April 16, 2021 –

Saturday, April 17, 2021

Pilot System Upgrade to 2021.1 During this time, your Pilot system, Education environment, and additional environments will be unavailable while Epicor performs your upgrade, but don’t worry—your Production system will not be affected by the new release. Once it is complete, log in to your Pilot system (and other environments) to start exploring what’s new.

Sunday, April 18, 2021 –

Friday, June 4, 2021

Extended Testing Timeline

There are seven weeks to test in Pilot. Between the upgrade from Pilot to Production, there will be two updates for customers on cadence.

Tuesday, May 11, 2021

Pilot System Update to 2021.1.2 Your Pilot system and additional environments will be updated to include quality enhancements.

Tuesday, June 1, 2021

Pilot System Update to 2021.1.3

This will be the second and last update before the upgrade to Production

Tuesday, June 1, 2021

UBC Opt-In Deadline
  • 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. 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 “Learn How to Manage Your Unique Business Components” course from Epicor University.

Saturday, June 5, 2021​ –

​Sunday, June 6, 2021

Production System Upgrade to 2021.1.3

Your upgrade weekend arrives! While Epicor upgrades your Production system to Epicor Kinetic 2021.1.3, your system will be unavailable for several hours during this time.

 

Flex Customers

Date​

Event

​Details

Friday, April 9, 2021

Deadline for Flex Customers  Deadline for customers purchasing the Flex option to submit an EpicCare ticket indicating your preference to defer your upgrade to one of the alternate upgrade dates listed below.

Week of June 21, 2021

Flex Option #1:
Pilot System Upgrade
For Flex Option #1 customers, your Pilot system, Education environment, and additional environments will be unavailable while Epicor performs your upgrade, but don’t worry—your Production system will not be affected by the new release. Once it is complete, log in to your Pilot system (and other environments) to start exploring what’s new.

Week of July 19, 2021

Flex Option #2:
Pilot System Upgrade
For Flex Option #2 customers, your Pilot system, Education environment, and additional environments will be unavailable while Epicor performs your upgrade, but don’t worry—your Production system will not be affected by the new release. Once it is complete, log in to your Pilot system (and other environments) to start exploring what’s new.

Friday, July 24, 2021 –

Saturday, July 25, 2021

Flex Option #1
Production System Upgrade to 2021.1
Flex Option #1 customers: your upgrade weekend arrives! While Epicor upgrades your Production system to Epicor Kinetic 2021.1, your system will be unavailable for several hours during this time.

Friday, August 21, 2021 –

Saturday, August 22, 2021

Flex Option #2
Production System Upgrade to 2021.1

Flex Option #2 customers: your upgrade weekend arrives! While Epicor upgrades your Production system to Epicor Cloud ERP Kinetic 2021.1, your system will be unavailable for several hours during this time.

Note that 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 2021.1.1 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 Epicor Kinetic Upgrade

Subscribers to the Epicor Public Cloud Flex Option can follow the same schedule, but you have the option to defer your upgrade to Epicor Kinetic 2021.1. Below are the two date options for your flex upgrade. Please note the deferred upgrades still have the usual 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 June 21, 2021 ​July 24-25, 2021
​Option 2: ​Week of July 19, 2021 ​August 21-22, 2021

Pilot upgrade dates will be communicated closer to the date.

If you choose to defer, you must submit an EpicCare ticket by Friday, April 9 with your selected upgrade date (Option 1 or Option 2) and we will send you a personalized confirmation with your instructions. We must receive your deferral no later than Friday, April 9. If you do not choose to defer, we’ll keep you on cadence and automatically upgrade your system in June 2021.

Note: If you choose to defer your upgrade, you will not receive any 700.x updates after the 10.2.700.12 update. We only host the upgrade webinars on April 6 and April 7, 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.

Next Steps

1. Watch the “What’s New in Epicor Kinetic 2021” Webcast Replay

The webcasts were held in early April. If you were not able to attend or need a refresher, we encourage you to watch the replay to understand how to prepare, ways to leverage the new functionality for driving business growth, and be aware of the upgrade process. The link to view on demand is coming soon!

2. Before Your Upgrade

Take a look at all of your Epicor Kinetic 2021.1 resources in Documentation – available mid-April. Particularly useful documents include:

  • What’s New via the Feature Summary
  • Upgrade Guide
  • Change list in the Release Notes document

3. During Your Testing Window 

  • Resolve any issues with your configurations
  • Test your business flow in critical areas
    *Testing tip: print customer-facing documents
  • Review daily, weekly, and monthly processes

And as a reminder, reach out to your Encompass CAM or EpicCare anytime you have a question or need application support.

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 Tuesday, April 6th, Epicor has announced that going forward Epicor ERP, it’s flagship software solution for manufacturing industries, will be referred to as Epicor Kinetic and defined by the new Epicor Kinetic User Experience.

As the latest product update of Epicor ERP Cloud emerges in the form of version 11, this exciting change coincides with the many enhancements to functionality and overall user experience.

Epicor ERP Becomes Epicor Kinetic

Epicor ERP will “officially” become Epicor Kinetic with the general availability release on June 10, 2021. The initial product release will be called Epicor Kinetic 2021.1.

The ideal platform for manufacturers, Epicor Kinetic is a modern solution that serves the needs of businesses that make the things that keep the world moving. The recent evolution of Epicor Kinetic reveals a great new user experience that represents the lively, energetic impact of an entire ERP solution to accelerate business’ ambitions.

Top Epicor Kinetic User Experience Benefits

Technology is ever evolving. We’re continuously innovating to deliver the modern and intuitive applications your business needs to stay competitive today and tomorrow. Discover the top user experience benefits you get when upgrading to the latest release of Epicor Kinetic.

  1. Simplicity – Attract and retain talent with modern and intuitive applications that boost productivity and simplify everyday tasks. The Epicor Design System enables a simple and delightful user interface that provides a consistent experience across applications. Reduce training and user onboarding time with embedded guided learning and contextual education tools that enable users to learn as they go.
  2. Mobility – Browser-based user experience that provides the mobility you need to keep your business running anytime, anywhere. No matter if you’re visiting a client on the field, walking through the shop floor or sitting at your desk, you’ll be able to easily access the system through the device and browser of your choice.
  3. Connectivity – Enable connections between users, business workflows and processes. Extend technology beyond power users and incentive greater internal collaboration with solutions like Epicor Collaborate, Epicor IoT, and Epicor Virtual Agent.
  4. Efficiency – Happy employees are more productive and engaged. Complete tasks in less time and optimize processes. Everything is easily accessible through the main menu and the Home Page can be personalized by user. Screens show the most relevant information and let you drill down into details with expandable panel cards as you need.
  5. Tailored Experience –  Create your own experience at a user or company level. We take system flexibility to the next level with Application Studio. Tailor applications with a best-practice approach in a low/no code environment, that is compatible with cloud and it’s upgrade resilient.

Reach out to Encompass for more information on how the Epicor Kinetic User Experience can help better manage your business today.

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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As we continue making progress through the Kinetic journey, more reports and processes are available to our customers to test and provide important feedback that shapes Epicor ERP Kinetic innovations. Providing early access helps us drive user adoption among Epicor ERP Cloud and On-premise customers.

The program has been designed and developed to engage with customers and work through Kinetic based workflows by individual personas.

For Encompass, the goals of the program are to help us become Kinetic champions, drive customer adoption, and provide us with additional opportunities to engage with customers and help them through the Kinetic transformation journey.

For Epicor users, this is their chance to have their opinions heard as subject matter experts to inform the overall design of the tools, their governing processes, and to make sure Kinetic is a product that works for them.

Epicor ERP Kinetic User Experience Program Outline

A brief outline of how the Epicor ERP Kinetic User Experience Program is structured can be viewed below.

Objective

Survey and Record users kinetic experience and report our own observations working within the same framework as a Certified Epicor Partner on the following components:

  • Navigation
  • Content
  • Presentation
  • Performance

Effort is focused around change management and the new Kinetic design framework/user interface that Epicor will be rolling out in future releases.

The data this program seeks to capture and use to inform the evolution of the Kinetic Design Framework:

Comparison to legacy interface

  • Performance
  • Functionality
  • Usability

On user Adoption and buy-in

  • Are users “in” when it comes to the functionality provided by the current system?
  • If not, what needs to change to get buy-in?

Metrics/KPIs from which to draw insight

  • Task completion
  • Time on task
  • Sentiment

Currently Completed Epicor ERP Kinetic Personas

Personas are synonymous with a professional’s role within a company. The following personas are complete or nearly complete in terms of the functionality of Kinetic form and workflow design.

Finance

  • Accounts Payable
  • Accounts Receivable
  • Tax Accountant
  • Treasurer
  • CFO
  • General Accountant/Controller

Inventory

  • Shipping
  • Inventory Manager
  • Warehouse Manager

Manufacturing

  • Planner/Scheduler

Projects

  • Project Manager

There are many dozens more personas remaining that are being developed and will require future testing. They will be added to the program as soon as they are at least 80% complete.

How To Participate In The Epicor ERP Kinetic User Experience Program

Following our invitation, users will need to confirm their interest to participate with their Customer Account Manager (CAM).

Following confirmation, users will then receive instructions from the Encompass Solutions, Inc. (ESI) development team on how to gain access to the development environment and proceed with testing.

This participation requests certain recording activities (webcam and audio sharing) and consent to inform the overall user experience when working with these newly developed tools, but webcam and audio recordings are not required for participation. Screen recording is required as a component of the program to track the user’s progress through the Kinetic workflows and inform further development and improve the overall user experience.

The Process will be split into four sections, they are as follows:

  • Review Prerequisites – For customer to review prior to beginning, screen recording software (required), webcam and audio sharing (optional), program guide and overview documents review, printer access (optional), test environment 10.2.700 or higher (higher versions have more forms available), access to the internet (Chrome browser), 1 hour per persona activity.
  • Demographics – A LinkID will be created to be linked to the persona, testing, and surveys.
  • Persona tests – Testing activities
  • Exit survey – Final thoughts and feedback

About Encompass Solutions

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


Epicor has announced the upcoming Epicor ERP Cloud 11.1.100 upgrade in April 2021. Epicor ERP Cloud E11 is a major product upgrade and represents decades of the Epicor manufacturing expertise fully reimagined for today’s modern workforce and digital business. Given such depth of enhancements in this upgrade, the standard testing timeframe for customers on cadence has been extended from four weeks to seven weeks.

Epicor ERP 11 will become generally available in mid-June, 2021.

What’s New in Epicor ERP 11.1.100

More details will be released in the near future, but a few highlights include:

  • A transformed user experience
    Enjoy the fresh look and intuitive design of all your most-used screens and forms – now accessible in a web browser – as the user experience transformation is getting closer to completion.
  • Expanded capabilities of Application Studio
    Your daily users will appreciate what your power users already know – This robust low/no code toolset is more feature-rich and intuitive to help even the casual user personalize screens to work faster and smarter.
  • Improved Help & Support Panel
    With so many new features, it’s important to have quick and easy access to help when you need it. The Help & Support panel now features familiar type-ahead predictive search results and more ways to personalize your favorite topics.

Date​

Event

​Details

Tuesday, April 6, 2021 &

Wednesday​ April 7, 2021

Upgrade webinars Upgrade webinars are held, recorded, and posted as documentation in EpicWeb. Please plan to join or watch the replay so you are aware of the upgrade process. Webinar registration information will be sent mid-March.

Friday, April 9, 2021

Deadline for Flex customers 

Deadline for customers purchasing the Flex option to submit an EpicCare ticket indicating your preference to defer your upgrade to one of the alternate upgrade dates listed below

Friday, April 16, 2021 –

Saturday, April 17, 2021

Pilot system upgrade to 11.1.100.0 During this time, your Pilot system and additional environments will be unavailable while Epicor performs your upgrade, but don’t worry—your Production system will not be affected by the new release. Once it is complete, log in to your Pilot system (and other environments) to start exploring what’s new.

Friday, April 16, 2021 –

Saturday, April 17, 2021

Extended testing timeline

There are seven weeks to test in Pilot. Between the upgrade to Pilot to Production, there will be two updates for customers on cadence.

Tuesday, May 11, 2021

Pilot system update to 11.1.100.2 Your Pilot system and additional environments will be updated to include quality enhancements.

Tuesday, June 1, 2021

Pilot system update to 11.1.100.3

This will be the second and last update before the upgrade to Production

Tuesday, June 1, 2021

UBC Opt-In Deadline

  • Multitenant and Express customers (legacy cloud customers)
    If Multitenant and Express customers want Epicor to move your UBCs from your Pilot environment to your Production environment, you must submit an EpicCare  ticket to opt-in to the process. If you do not submit an EpicCare ticket to opt-in to the process, the UBCs from your Pilot environment will not be moved by Epicor to the Production environment.
  • Public Cloud customers
    Dedicated tenant customers that would like to move your UBCs from your Pilot environment to Production environment, please refer to KB0035160 for instructions, or attend the complimentary “Learn How to Manage Your Unique Business Components” course from Epicor University.

Saturday, June 5, 2021​ –

​Sunday, June 6, 2021

Production system upgrade to 11.1.100.3

Your upgrade weekend arrives! While Epicor upgrades your production system to Epicor Cloud ERP 11.1.100.3, your system will be unavailable for several hours during this time.

*Note that dates are subject to change.

How to Prepare For The Epicor ERP Cloud 11.1.100 Upgrade

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 11.1.100 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 Epicor ERP Cloud 11.1.100 Upgrade

Subscribers to the Epicor Public Cloud Flex Option can follow the same schedule, but you have the option to defer your upgrade to Epicor Cloud ERP 11.1.100. Below are the two date options for your flex upgrade. Please note the deferred upgrades still have the usual 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 June 21, 2021 ​July 24-25, 2021
​Option 2: ​Week of July 19, 2021 ​August 21-22, 2021

Pilot upgrade dates will be communicated closer to the date.

If you choose to defer, you must submit an EpicCare ticket by Friday, April 9 with your selected upgrade date (Option 1 or Option 2) and we will send you a personalized confirmation with your instructions. We must receive your deferral no later than Friday, April 9. If you do not choose to defer, we’ll keep you on cadence and automatically upgrade your system in June 2021.

Note: If you choose to defer your upgrade, you will not receive any 700.x updates after the 10.2.700.12 update. We only host the upgrade webinars on April 6 and April 7, 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.

Next Ste​​ps

Watch for additional information about the upcoming upgrade. You will be invited to join educational webinars on April 6 and April 7 to learn more about Epicor ERP 11.1.100, how to prepare, and ways to leverage the new functionality for driving business growth. Documentation will also be made available on the Epicor customer portal EpicWeb.

And as a reminder, reach out to Encompass anytime you have a question or need application support. ​​​​

About Encompass Solutions

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


Epicor Software Corp. has released its latest announcement regarding the Epicor Insights 2021 event. Customers, partners, and ISVs can now secure their registration with early-bird pricing. Below, you’ll find the most recent announcement details and a link to the official registration page.

Epicor Insights 2021 Announcement

The last 12 months have been particularly challenging for all of us and we have missed seeing you in person. We are hopeful that with the turn of the New Year, we will get an opportunity to reconnect during Insights, our annual customer conference. The health of attendees is our first priority, so we’re moving forward with Epicor Insights 2021 in July with the assumption that the outlook continues on the right track. We are planning carefully, monitoring the news closely, and will adjust all aspects of the event as needed to ensure safety.

Epicor Insights will take place in Las Vegas from Sunday, July 11 through Wednesday, July 14 at the Mandalay Bay Resort and Convention Center, Las Vegas NV. More details to come. We understand it might be tough to know what the next several months will hold, so we’re offering to lock in early bird pricing with no payment required if you RSVP using the link below.

Insights attendance is limited to current Epicor customers, authorized partners, and invited guests only.

Ticket costs are:

  • Early Bird Registration – $1,345 – offer valid now through April 19
  • Regular Registration – $1,545 – offer valid April 20 through June 11
  • Late Registration – $1,745 – price valid June 12 through July 11

Epicor Insights 2021 Agenda

Epicor has released the event’s agenda, spanning pre-event functions through to the final day. View Agenda

What To Expect

Attendees will be able to experience several events of the Conference’s 4 Days, including 500+ Sessions, Inspiring Keynotes, Informative Sessions and Hands-On Labs.

Join us at Mandalay Bay in Las Vegas to accelerate your knowledge and the power of your Epicor solutions. Learn how business trends are driving transformation and gain inspiration to:

  • Streamline and optimize your operations
  • Drive growth, revenue, and profitability
  • Engage and connect with your peers and Epicor experts

Epicor Insights 2021 Keynote Speaker – Marcus Lemonis

As an impressionable youth, Marcus Lemonis read the description of “entrepreneur” to his mother from the dictionary while working on a school project, which inspired him to challenge himself and make his dreams come true. His humble beginnings and journey through life represent the heart and soul of what true entrepreneurism is.

Epicor Insights 2021 Musical Guest – Little Big Town

GRAMMY, ACM, CMA, and AMA award-winning group, Little Big Town will perform on Tuesday evening, July 13. Band members Karen Fairchild, Philip Sweet, Kimberly Schlapman, and Jimi Westbrook, first entered the music scene over 20 years ago with hit songs including “Boondocks,” “Bring it on Home,” “Good as Gone,” and the GRAMMY-nominated “Little White Church.”

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.


With the technology landscape changing swiftly and environmental factors demanding digital transformation more quickly than ever, now is the time to get on board with eCommerce for manufacturers.

What is eCommerce?

eCommerce or electronic commerce refers to any business conducted by two parties in an online setting. eCommerce generally occurs through an online sales portal.

Some of the most well-known examples of online marketplaces are Amazon and Alibaba. However, more and more businesses are creating eCommerce portals within their own websites.

There are two main types of eCommerce: Business to Consumer (B2C) and Business to Business (B2B).

The Difference Between B2B and B2C eCommerce

The first example, B2C, can been seen in online marketplaces like Alibaba and Amazon. Even a small manufacturer can create their own eCommerce framework to sell directly to consumers, thus avoiding a marketplace middleman, like Amazon.

The second example, B2B, is a bit more complex. The relationships shared between of manufacturers, partners, and suppliers involve more moving parts. We are talking about systems comprised of complicated workflows, customer-specific pricing structures, multiple buyer personas and multi-site instances.

B2B eCommerce goes beyond a website of products and a customer’s shopping cart.

B2B eCommerce has the power to digitally transform a traditional manufacturing business into a modern enterprise.

Why Should Manufacturers Invest in eCommerce?

2020 saw perhaps the most dramatic increase in eCommerce activity ever. This was largely due to the COVID-19 pandemic.

Businesses had to find a way to conduct sales and deliver their products to customers in a safe and convenient way. The adoption of eCommerce was a clear choice for many. However, according to eCommerce thought leaders at Digital Commerce 360, “80% of companies still depend primarily on their internal sales force to drive revenue, and that nearly three-fourths of manufacturers—70%—don’t have a comprehensive digital commerce strategy in place.”

For some manufacturers, digital transformation may be met with resistance for a variety of reasons. Some of the most common excuses include:

  • We do not need more software/technology.
  • We do not sell direct to consumers, so what is the point?
  • The business is not prepared for that level of change.
  • We are doing fine without it.
  • We already tried that and were unsuccessful.
  • The price is a barrier to entry.
  • We have salespeople for that.
  • We are unique, it will not work us.
  • We’re a people company and eCommerce is too impersonal.

These reasons and many more are provided by executives and managers who do not acknowledge that the writing is on the wall. Unfortunately for them, businesses that fail to adopt new technology have a tendency to fall out of favor with customers.

As more young talent joins the workforce, the need to incorporate modern technology and tools increases, too. Companies that are open to adopting technology to increase business performance are innovators and employees respond to tech-literate companies.

Businesses that are slow to adopt or flat-out reject digital transformation fail to remain competitive in terms of performance and in attracting new talent.

If not for convenience, new revenue streams, or attracting young talent to an organization, manufacturers should consider eCommerce for the insight it provides.

As customers make those online purchases, data is recorded. Companies can then use this data to understand their customer habits in more detail. Knowing who buys what at what time and in what quantity can enable more efficient sales practices and better customer satisfaction.

eCommerce Growth

According to Digital Commerce 360, “eCommerce sales will reach $839.02 billion by the end of 2020 with an incredible 40.3% growth from 2019, Digital Commerce 360 estimates. That’s the highest annual U.S. eCommerce growth in at least two decades.” By Q3 alone, US eCommerce sales rose nearly 40%.

This amount of growth is simply too big to ignore. The rise in eCommerce adoption is only increasing as manufacturers acknowledge customers’ need to access products and services on their own terms.

The Benefits of eCommerce for Manufacturers

Beyond making the buyer’s journey more convenient, eCommerce adoption offers three key benefits:

  • Efficiency
  • Engagement
  • Revenue

We will break these key benefits down to show you how eCommerce solutions can enable your manufacturing business with a whole new dimension.

Efficiency Through eCommerce

Efficiency through eCommerce adoption can be achieved in several ways.

First, your sales staff can be freed to pursue higher-value sales and relationship-building. With expansive tools and capabilities at their disposal, your team is more effective in the sales cycle and the company’s Total Cost of Ownership (TCO) is reduced.

Cost savings also come in the form of cost of acquisition. That is, bringing in new customers costs you less. By leveraging digital marketing advancements, your business can identify, attract, and convert new customers far more easily when the gateway to their next purchase is accessed by a few clicks or taps on their digital device.

Sometimes, you just don’t want to talk to a rep to place a PO. By giving customers the ability to serve themselves through an eCommerce portal, they are empowered to control their buying journey. Access to relevant data like buying history, order status, quoting, and point of sale (POS), ensures your customers can make that next purchase regardless of your sales reps’ availability.

Finally, eCommerce ensures your customers are introduced to your latest offerings. This can be an improved product, promoted item, or components on which you make the greatest margin. eCommerce gives you the ability to put your targeted products front and center to an audience looking to buy here and now.

Engaging Customers Through eCommerce

Above, we touched on delivering the right product at the right time to your customers. eCommerce makes that process easier and more organic. By delivering an intuitive and familiar online experience, your customers will return, rather than see what your competitors are offering.

More customers are researching and buying online than ever. To ignore this trend is negligent at best and self-destructive at worst. Being where your customers are and giving them the means to direct their buying journey ensures they remain engaged with your company and inform your services alongside their needs.

More data may seem like a headache for the traditionally aligned manufacturer. However, with more data, you are better equipped to make informed decisions that benefit your business.

eCommerce sales data can be an invaluable resource in directing your efforts. Product configurations that do not sell can be scrapped, reworked, or remarketed to satisfy the Key Performance Indicators (KPIs) you are looking at when making business decisions. That’s visibility for you and your business. What about the customer?

eCommerce solutions allow customers to configure products online, view and access your entire catalogue of products and match part availability based on specific needs.

How Manufacturers Increase Revenue With eCommerce

When it comes to manufacturers’ c-suite, sometimes all that matters is the bottom line. If revenue is the only means of steering your company one way or the other, eCommerce makes a compelling case.

The fact of the matter is that customers, whether individuals or businesses, are online. According to one eCommerce software provider, as many as 75% of all B2B product purchase are now made online. Not only that but surveys revealed “1 in 3 buyers confess that they would choose a vendor, solely based on the ability to place, pay for, track and return orders online.”

Acquiring a new customer can cost five times more than retaining an existing customer.

You read that right. Manufacturers need to be looking at an eCommerce arm for their marketing and sales activities. In doing so, manufacturers will not only be able to serve existing customers but also retain them at higher rates.

As new customer introduction and acquisition increases alongside eCommerce, manufacturers can increase their market share. The result is a more consistent recurring revenue stream.

By making purchasing easier and improving the overall customer experience, manufacturers can increase revenue per customer by intelligently marketing to them based on eCommerce activity. These personalized buying experiences offer ample opportunities for reorders, cross-selling, and upselling with ease.

Getting started with eCommerce

There are many options available for manufacturers interested in integrating eCommerce tools into their tech stack. Unfortunately, it can be as much of a burden as it is a blessing to be so spoiled for choice.

On the other hand, evaluating eCommerce solutions based on the larger needs of your company can be a sound business decision.

That is why manufacturers should consider Epicor ERP and its available eCommerce functionality. This simple addition can make the process of entering the realm of eCommerce quick and painless. Not only this, but Epicor ERP serves to support your business with a single source of truth that serves as the foundation for all your business operations and decision making.

Epicor ERP has designed their eCommerce solution, Epicor Commerce Connect (ECC), to be live on your website in as few as 5 days.

Epicor Commerce Connect

Epicor Commerce Connect is a comprehensive eCommerce solution that works with Magento and is tightly integrated with the Epicor ERP.

A key capability for manufacturers to modernize their business, Epicor Commerce Connect offers productivity of a cloud-based, fully-integrated digital commerce system. With ECC, manufacturers can communicate their brand value, make available unique product offerings, and compete in today’s online digital marketplace.

Fully integrated with Epicor ERP, ECC avoids multiple databases while delivering streamlined ordering, marketing, SEO, visibility, rich information, and customer service – all in real time, for a highly competitive price. ECC also provides added operational savings with a one-stop-shop ECC solution with flexible Cloud-based deployment, rapid implementation, and high scalability for rapid ROI.

ECC provides responsive mobile eCommerce adapting to different screen sizes on smart devices at a time and place of the buyer’s choosing. ECC can be your basis for continued business growth and a compelling, productive future.

Your customers will experience a modern eCommerce website with convenience, ease-of-use and easy repeat purchasing.

Want to know more? Download this ECC Fact Sheet, Rainier Industries Success Story or contact the experts Encompass today.

About Encompass Solutions

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


Achieve Greater Visibility, Flexibility and Collaboration With Epicor ERP by attending this upcoming Epicor ERP Virtual Summit.

On Wednesday, February 24 and Thursday, February 25, Epicor Software Corp. will be hosting their complimentary February 2021 Virtual Summit – Accelerate Your Business: Achieve Greater Visibility, Flexibility and Collaboration. During the event, customers will experience educational sessions, virtual booths, and so much more.

What to Expect

This Summit will dive into the innovative enhancements of ERP 10.2.700 and show customers how Epicor can help their business accelerate—to move forward with greater visibility and flexibility, more confidence and more success.

This is your first opportunity in 2021 to chat and network with Epicor experts and users in the virtual booths

Who Should Attend

This event is directed towards current Epicor ERP customers using any of the following versions: ERP 10, E9, Vista, Vantage, iSolutions, and select Enterprise customers in the Americas, LATAM, EMEA, and APAC Customers.

Event Details

Date: Wednesday, February 24 and Thursday, February 25, 2021
Time: 10:00 am – 2:00 pm CST
*Virtual booths open from 10:00 am – 2:00 pm CST 
Location: Comfort of your desk
Registration Link: https://events.bizzabo.com/EpicorVirtualSummitFeb2021

Epicor ERP Virtual Summit Agenda

Day One – Wednesday, February 24th

  1. Welcome to the Virtual Summit: Day One
  2. Epicor Application Studio Accelerates Modern User Experience
  3. Explore the Value of Cloud
  4. 7 Reasons Epicor ERP Customers Should Choose the 1 EDI Source Platform
  5. Accelerate Quality With Epicor QMS
  6. Don’t Let Questions Slow You Down

Day Two – Thursday, February 25th

  1. Welcome to the Virtual Summit: Day Two
  2. Common Strategies for Moving to Epicor ERP Cloud
  3. Gain Actionable Insights and Plan Better With Epicor Data Analytics (EDA)
  4. Achieve Delightful Customer Experiences With Epicor Commerce Connect
  5. Accelerate Growth With Advanced Unit of Measure (UOM)
  6. Analyze Epicor ERP With Business Intelligence Tools

If they are not able to attend, we encourage you to complete registration, as the Summit will be available on demand through May 25, 2021.

For more information, contact your CAM at Encompass 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 and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.

 


In addition to features incorporated as part of Precise Solutions’ (developers of Epicor Advanced Requisition Management) scheduled product roadmap, the updates in Epicor ARM 10.3 SP11 have been influenced by requests received from Epicor ARM customers.

Support for Purchase Order (PO) suggestions in Epicor (ERP10) is a major addition to Epicor ARM’s out-of-the-box functionality, and a focal point for version 10.3.11.

An overview of this new feature can be viewed below – or you may wish to register for our 30-minute ‘What’s New in ARM’ webinar on Thursday 10 December; which will summarize the last 12 months of module and feature updates, including PO suggestions. Register for the webinar

‘PO Suggestions’ in ARM 10.3 SP11 explained

For several years now, Epicor ARMs broad functionality (coupled with its high degree of automation and integration to Epicor ERP) has earned it the title of the ‘go-to’ solution for ad-hoc and miscellaneous purchasing within Epicor.

For certain organizations however – particularly those in the manufacturing space – a less-subjective and calculated approach needs to be utilized for inventory purchasing. This kind of purchasing is typically handled in Epicor via a process known as MRP (Material Requirements Planning).

Running MRP in Epicor produces ‘PO Suggestions’ – a calculated list of required parts based on timing, minimums, maximums, and demand. Because Epicor handles this task particularly well, it was not uncommon to see organizations using Epicor PO Suggestions to cater to the bulk of their inventory purchasing and Epicor ARM for all ad-hoc purchasing.

Now, in version 10.3.11, PO suggestions from Epicor are made visible within Epicor ARM under a new menu item labelled ‘PO Suggestions’.

With permission, an Epicor ARM user can now see and create requisitions from the current list of suggested parts.

The user checks a box next to each line to select the part to be requested.

Clicking the ‘Requisition’ button initiates the process, creating and automatically submitting new requisitions for approval based on the selected parts.

As always, approvers are automatically notified by email once the requisitions have been submitted.

By having Epicor PO Suggestion lists available in Epicor ARM, users can quickly and simply generate requisitions based on demand from Epicor, with the resulting requisitions still being subject to Epicor ARMs powerful, multi-dimensional approval functionality.

Epicor ARM 10.3 SP11 Release Guide – Download

Upgrade eligibility

Epicor ARM 10.3 SP11 is compatible with Epicor 10.

Users upgrading to Epicor ARM 10.3 SP11 should note the following:

If you are upgrading from ARM versions 10.0 SP6, ARM 10.1.0, ARM 10.1 SP1 – SP4, you must run the Upgrade Manager to migrate data to ensure compatibility with the enhanced approvals process that was introduced in ARM 10.1 SP6.

If you are upgrading from ARM 10.1 SP5 you do not need to run the Upgrade Manager to migrate your data as it will already be compatible with the enhanced approvals process (introduced in ARM 10.1 SP6).

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

‘What’s New in ARM?’ Webinar – December 10

Precise will be hosting a thirty-minute webinar on Thursday 10 December at 11am (GMT).

We will be highlighting some of the newest and most popular features incorporated in Advanced Requisition Management over the past twelve months. This webinar will cover:

  • PO Suggestions
  • Email Approval Enhancement
  • External Integration Suite (Punchout)
  • Advanced Approval Trees
  • Requisition Line Defaulting

Register now

What is Epicor Advanced Requisition Management?

Epicor Advanced Requisitions Management (ARM) is an online workflow and purchase requisition tool which enables organizations to gain visibility and control over their procurement spending and reduce their purchasing costs.

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

About Precise Business Solutions

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

About Encompass Solutions

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

 

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