Encompass Solutions recently celebrated another successful go-live with a longtime partner and client. This company has several divisions, though this project took focus on Medical Device Manufacturing With Epicor ERP. The project focused on on-site locations in the United States and Costa Rica. The company’s primary Epicor team consists of three resources, supporting approximately 700 employees. The medical device manufacturing company utilizes several Epicor ERP components including all major modules, Advanced Material Management (AMM), Quick Ship, and Manufacturing Execution System (MES).

The Project

The project scope was to upgrade an existing Epicor 9.05.702a to Epicor 10.2.400. The upgrade project would also need to account for hundreds of custom BPMs, Dashboards, Reports, SQL Tools, and linked systems that had built up over the years. Additionally, a transition to an FDA validated environment with proper change control was necessary. All of this happened on a typical non-holiday weekend, with some manufacturing departments on-site and actively working.

The Encompass Solutions Team was responsible for:

  • Project planning and estimating
  • Project management
  • Technical assistance uplifting customizations, reports and dashboards,
  • Hardware configuration and sizing recommendations
  • All aspects of the data conversion
  • Conversion planning and preparation
  • System test planning

The Plan

An Encompass Solutions project manager was handed the sequencing and timing authority to map the timeline, deliverables, and overall upgrade project plan. At a high level, there were timelines created for Test Conversions, Technical Uplift Tasks, UAT, and Validation.

The project would follow Encompass Solutions’ standard upgrade methodology. This began by estimating the uplift effort, as that would drive the remainder the schedule.

The Execution

Once the project plan was established, Encompass and the client stood up the new 10.2.400 environment and performed the first pass conversion.

The next phase of the project, and most lengthy, focused on uplifting and unit testing over 800 objects (UI customizations, reports, BPMs, dashboard, and more)

Once the uplift was complete, a second pass conversion was performed. This served as the first conversion where we started to look at the length of the conversion, cleaning up errors and started to put together the conversion validation steps. This conversion served as the basis for system test.

System test planning started three months prior to the test. The actual test was conducted over a three-week period by the client and Encompass Solutions.

Upon completion of system test, we executed a third pass conversion.  This served to further test our conversion process and procedures. This also provided a clean database for the client to perform their validation process as required by the U.S. Food and Drug Administration. After FDA validation was complete, we executed a fourth pass conversion to finalize all conversion weekend steps, processes validations, timing, and reconciliation.

As part of planning, a series of test and practice installs took place prior to Go Live. During the weekend of Go Live, the project was within15 minutes of the anticipated Go-Live time. Encompass was onsite for the event, and post-Go Live, as needed.

“Perhaps the most surprising detail was that [Encompass] have taken ownership of most errors and bugs and seen them through resolution, which takes a lot of work off our team.”

– IT Business Analysis Manager

The Results

Go live was a smooth process. The client was able to successfully make jobs, ship parts, and collect payments. Aside from a few hiccups, 90% of the users are having a better experience with the updated Epicor ERP system. Of the 10% that didn’t have as great of an experience, these were mostly due to changes in behavior from Epicor 9 to Epicor 10, almost all of which were discovered during UAT. This means that during Go-Live there were very few surprises.

Next Steps

The company’s next steps including taking the Epicor 10 foundation and expanding it to two more locations in 2020 and a third in 2021. The client has already invited the same Encompass Solutions project team to assist in those future projects.

Encompass has also been engaged to support projects that will provide order integration with the client’s European operations, implement a vendor management inventory solution, as well as bring additional sites onto Epicor ERP.

Company Details

  • Established: 1999
  • Location: USA, Costa Rica
  • Industry: Manufacturing, Medical Devices
  • Previous System – Epicor ERP 9.05.702a
  • Current System – Epicor ERP 10.2.400
  • Deployment – On Prem

About Encompass Solutions

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


Epicor ERP 10.2.400 Release is Now Generally Available

With this latest Epicor ERP 10.2.400 release, Epicor continues to deliver on its commitment to be the cloud ERP provider of choice. Epicor announced its strategic partnership with Microsoft AzureTM in May 2018, and that relationship has deepened and evolved as Epicor’s cloud business grows globally. The momentum is undeniable—as of April 2019, there are over 500 companies leveraging Epicor ERP in the cloud, a jump of nearly 20% since the last release.

Epicor continues to make investments in its industry capabilities, with functionality that can leverage the Internet of Things (IoT) in order to connect machines and gather data across factory floors. Epicor is also still “customer-obsessed,” and have worked on modernizing and enhancing user interactions and experience throughout the entire customer journey.

Epicor continues to execute against its roadmap of investing in functionality aligned to the company’s main investment themes, with the focus of this release on Experiences, Analytics, and Industry.

Transforming The User Experience with The Epicor ERP 10.2.400 Release

Epicor has heard from its customers that one of the top areas they would like Epicor to invest in is usability. Epicor ERP 10.2.300 was the first step in a modern user experience (UX), featuring the Kinetic Design System that was introduced at Insights 2018. Kinetic is a best-in-class UX design framework that delivers a modern look and feel while improving system usability and performance. With this latest release, Epicor is introducing new mobile time and expense management applications built on the Kinetic Design System, to capture time and expense entry and approvals. Epicor has also enhanced the usability of the Gantt-based job scheduling board for a modern customer experience.

“The speed of the new Kinetic screens and interface is great. Updating ERP 10 brings new features, no challenges or downtime.”

 – Jos Greeve, Manager ICT, Boers & Co

Epicor also introduced Epicor Virtual Agent* (EVA), an intelligent digital agent embedded in the core product that enables users to get information in a quick and easy way, through voice or text. Finally, utilizing DocStar, Epicor will offer Sales Order Automation** integrated into Epicor ERP, which will reduce customer time and touchpoints, and accelerate their sales and fulfillment velocity.

Business Intelligence and Analytics

Analytics continues to be a major area of investment with Epicor ERP. With Epicor Data Analytics (EDA). New content packs have been released for both field service and preventive maintenance, as well as enhanced content packs for projects and production. Users will gain greater insights into the status of their field service team, their asset performance, as well as projects and ERP MES.

Industry Focus

Epicor continues to invest in industry capabilities. Following the Dealer Network Portal introduced in the last release, Epicor now introduces the Supplier Portal in 10.2.400, which enables manufacturing customers to manage their supplier relationships, enter purchase transactions, and process RFQs in the best-in-class Epicor Commerce Connect eCommerce solution.

Epicor has refreshed and modernized frequently-used ERP MES screens using the Kinetic Design System. Advanced MES customers will also have a common shop floor interface via the Human Machine Interface (HMI).

Perhaps the most exciting solution in Epicor ERP 10.2.400 is Epicor IoT, a module that integrates with the Microsoft® Azure IoT Hub.  This application monitors and visualizes data from sensors and other Epicor products.  Epicor IoT leverages the power of Microsoft® Azure IoT Hub with the Epicor ERP context and production data to achieve new levels of operational efficiency. Through more intelligent insights into the production and day-to-day activities of your enterprise, Epicor users can fully drive and control Internet of Things data with the industry-leading Epicor ERP solution.

Users can track and visualize dynamic inventory to help locate process bottlenecks, monitor downtime and throughput to improve asset utilization, and leverage predictive maintenance to boost quality and efficient manufacturing.

Ease of Everything

Epicor ERP 10.2.400 is primed to solve the complex challenges of your industry and position your business to grow profitably now and in the future. It contains proven solutions and processes that fit your unique business requirements. Committed to providing positive experiences for its customers, Epicor provides ease of everything—deployment, training and education, support, maintenance, and upgrades that results in greater profitability, productivity, and growth.

Ease of Learning – Epicor University

Epicor University focuses on a “blended” approach to learning for those upgrading to the Epicor ERP 10.2.400 release, with a suite of tools designed to appeal to all types of learning styles and needs. Start learning with the high-level Epicor ERP 10.2.400 release overview, then continue with additional targeted topic-specific Training on Demand videos, in-depth Embedded Education courses, jump into an Instructor-Led Class, or download any of the comprehensive documents and release guides. Explore all resources in Epicor Learning Center (ELC), Embedded Education, and EpicWeb***.

The new Knowledge on Demand (KOD) service is built directly into your Epicor ERP 10.2.400 solution. These short videos are usually one or two minutes long to help you solve problems quickly. Search the video library or browse by category to get the answer you need and get back to more important tasks. If you have not yet upgraded to 10.2.400 you may access the site directly via the KOD Portal.

The Epicor Learning Center (ELC) is a great addition to your company’s education toolkit. All customers, partners, and employees can access the Learning Center using their EpicWeb log in credentials. From this central education hub, users can reach the available tools to assign courses and tests, and track employee progress and comprehension.

The ELC home page is a valuable resource for new content announcements and other offerings. New with this release, you will find new content including self-paced Training on Demand videos, focusing on the essential new functionality added to the software. Epicor University also provides live virtual hands-on training on the current release of ERP. All courses are led by an Epicor University instructor in a hosted training environment. The sessions are interactive and students can participate in discussions, ask questions, and benefit from shared business case scenarios.

Ease of Upgrade

At Epicor, the firmly held belief that all users will gain significant benefit from staying current on new versions of the Epicor ERP software continues to endure. For users on the Epicor ERP 10 platform, the upgrade process is greatly simplified and allows for movement between releases without stepping through each release. For example, users can move from 10.1.400 to 10.2.400 without taking intermediate steps for the releases between.

In order to simplify the upgrade process from Vantage, Vista, and Epicor ERP 9 to ERP 10.2.400 release, Epicor has invested heavily in new tooling and services dedicated to the process of upgrading. The upgrade has been reimagined with automation and guidance tools for the entire process. Visit the Upgrade and Migration Center on EpicWeb for more information and resources.

Epicor ERP 10.2.400 Release Availability

This release is available for current customers that are already live on or currently implementing Epicor ERP 10 and who are currently subscribed to an Epicor maintenance and support plan to download via EpicWeb***. Customers on Epicor ERP 9, Vantage, or Vista and that are currently subscribed to an Epicor maintenance and support plan are able to use the established upgrade request process to gain access. Epicor strongly encourages you to review the feature summary for the 10.2.400 release and become familiar with the improvements throughout the system. Visit the Epicor ERP 10.2.400 Center on EpicWeb*** for all the latest news and content on this release.

Customer, Partner and Public Announcements

The customer and partner announcement emails are going out on Thursday, May 16, 2019 (local time). The press release was released at Insights on April 16, 2019. Epicor will be holding customer-facing regional webcasts starting on June 3 with the Americas region, with international webcasts to follow.

Get Set for Growth With The Epicor ERP 10.2.400 Release

Epicor is pleased to deliver Epicor ERP version 10.2.400, and encourages you to upgrade soon to begin reaping the benefits that will enable you to achieve greater outcomes for your business.

*Epicor Virtual Agent will go into controlled release on May 16, 2019, and is expected to be generally available on May 31, 2019

**Sales Order Automation is currently in controlled release with general availability planned in the near future; specific date to be determined.

***Please note you will need to log in using your EpicWeb credentials.

About Encompass Solutions

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


The Epicor ERP 10.2.400 update is the first of two major upgrades planned for 2019. Epicor’s cloud ERP solution update cadence is a commitment to helping businesses grow through innovation at a manageable pace in-line with manufacturing industry trends. Major releases like this bring benefits of cloud deployment to customers in the form of improved usability, enhanced performance and profitability, and strategic value within a single upgrade. Because of the size and breadth of the Epicor ERP 10.2.400 update, 4 weeks have been allotted to test and explore these updates before upgrading customers’ production system. Now is the time to be testing end-to-end, as the update will be released in full to cloud users on May 16, 2019. The Epicor ERP 10.2.400 update for on-premise users will follow later this month. If you’re trying to choose the best cloud ERP solution for your manufacturing business, consider evaluating Epicor Cloud ERP today.

Epicor ERP 10.2.400 Update And Product Roadmap

Among the changes coming with the 10.2.400 update, users can expect to enjoy full use of and coming functionality that includes:

Experiences

Industry

  • Enhanced Project Management
  • Epicor Mobile Warehouse
  • Supplier Portal
  • MES Expansion
  • Epicor IoT

Analytics

  • Epicor Data Analytics Expansion
  • Epicor Data Discovery Expansion

Future (2019-2020)

  • UX Uplift (ongoing) Mobile Apps
  • ISV Partner Ecosystem
  • Compliance Engine
  • Enhanced BI/Analytics
  • Connected Enterprise

Experiences

Epicor Virtual Agent (EVA)

Marketed as ERP Intelligence personified, Epicor Virtual Agent (EVA) utilize Artificial Intelligence to deliver real-time insights and suggestions based on your Epicor system data. As a new feature, a purchase may be required depending on your current contract with Epicor.

  • Conversational digital agent
  • Azure-enabled, including Natural Language Processing (NLP)
  • Available for iOS and Android in May 2019

Order Entry Automation

The new functionality enables your organization to capture sales orders and reduce manual order entry and errors through the use of automation. As a new solution, a purchase may be required depending on your current contract with Epicor.

  • Captures customer purchase order data from inbound emails, scanned documents
  • Validates orders, then flows into Sales Order Entry
  • Leverages DocStar and Intelligent Data Capture with Epicor ERP
  • A solution aptly suited for repetitive actions and orders

Job Scheduling Board

Leverage enhanced usability with a modern, Gantt-based view of your scheduling board.

  • Faster and easier to use
  • New look and feel of one of the most frequently viewed screens
  • Leverages Kinetic System to provide modern customer experience

Industry

Enhanced Project Management

Provide key stakeholders with timely financial information to ensure profitability. As a new solution, a purchase may be required depending on your current contract with Epicor.

  • Revenue recognition by WBS Phase
  • Improved visibility into project stage completion percentage
  • Delivers real-time project analysis through EDA.

Epicor Advanced Projects adds significantly more functionality with:

  • Extended Epicor ERP 10 standard Project Module
    • Three new modules:
      • Advanced Project Management
      • Advanced Contract Order Management
      • Advanced Sub-contract Management
  • Available late 2019 in collaboration with Epicor partner Precise

Epicor Mobile Warehouse

Leverage this next-generation mobile handheld for warehouse and distribution. As a new solution, a purchase may be required depending on your current contract with Epicor.

  • Provides workflow optimization for fast and accurate scanning
  • Part and bin level validation and complex sorting and filtering options
  • Reduces time to process transactions, increases accuracy and reduces errors
  • Available on Android, fully integrated to Epicor ERP

Supplier Portal

Manage supplier relationships, enter purchase transactions, and process RFQs. As a new solution, a purchase may be required depending on your current contract with Epicor.

  • Built on Commerce Connect
  • REST-based communication between Supplier Portal And Epicor ERP for flexibility, security, and performance
  • E10 Credit Card module is no longer required to process fully paid credit card orders

MES Expansion

Utilize a modern refresh to improve the usability of popular MES screens.

  • Provides users with a functional and visual approach which transforms how shop users interact with the system
  • Simplified workflow and modern look and feel with anywhere access
  • Common interface with Mattec Advanced MES Human-Machine Interface (HMI)

Epicor IoT

Leverage IoT connectivity to acquire and analyze device data from across your organization. As a new solution, a purchase may be required depending on your current contract with Epicor. The workflow is simple and follows this simple logic:

IoT-enabled sensors send their readings to the IoT Hub > Epicor ERP reads events from the IoT Hub > Epicor creates a new maintenance order suggestion > Maintenance department approves suggestion and schedules maintenance.

  • Epicor IoT is integrated with the Microsoft Azure IoT Hub
  • Monitor and visualize data from sensors including
    • Equipment
    • Assets
    • Inventory Locations
    • Environmental factors

Analytics

Data Analytics Expansion

This EDA expansion further provides insights on projects and production management. As a new solution, a purchase may be required depending on your current contract with Epicor.

  • New content packs for field service and preventive maintenance
  • Updated content packs for production and project management, materials management, and Mattec MES

Data Discovery Expansion

  • New sidebar display that allows users to work and see EDD views at the same time
  • “Open with” feature to open Epicor ERP forms and trackers in context
  • EDD Discovery Dashboard widget as a tab on Active Home Page
  • EDD IoT widget to alert decision-makers on what needs attention on the shop floor

New Reports

New Inventory and general ledger reports are available with the Epicor ERP 10.2.400 update.

Inventory

  • New Stock movement report prints movements in and out per warehouse summarized for a given period
  • New Stock Aging Report prints the current stock on hand by part, UOM, age of stock, and value of the aged stock

GL

  • New Booking Voucher report and the Booking Voucher FC report print journal transactions for a selected year and period range. The reports display a separate page for each document or voucher

Enhanced Homepage

An enhanced homepage experience comes equipped with new widgets, layouts, and overall feel of interfaces of Epicor ERP screens.

  • New Widgets Available
    • Discovery Dashboards – A Data Discovery Dashboard is a collection of several views, that enables you to compare a variety of data simultaneously
    • Discovery IoT Widget – Use this widget to view the current status of the IoT (Internet of Things) Devices
    • Web Applications – Use this widget to host web applications, primarily kinetic-based applications, such as Manufacturing Execution System (MES) forms, scheduling boards, and others
  • Default Layout
    • You can pick a default layout that will be loaded for all users who do not have their own personal layout
    • New Kinetic Style bring the new look to all your ERP screens
      • Kinetic features:
        • Quick Access Panel
          • Enables widgets on most of your master table and transaction screens
          • Enabled from the options menu per form
          • Can be used to keep key information handy
        • In-app icon
          • In-app messages have an icon on the homepage notifying you of unread messages

10.2.400 Update Webcast

You can watch the latest update webcast, here.

For more information on the Epicor ERP 10.2.400 Update, contact the ERP experts at Encompass Solutions using the Contact Us link below.

About Encompass Solutions

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


What’s New in Epicor ERP 10.2.400? There’s a lot going on behind the scenes at Epicor and the latest release will feature many improvements. You’ll be able to take advantage of several new components of the system as well as improvements to existing modules and tools.

an image depicting a clourd software update for epicor erp 10.2.400

Epicor ERP 10.2.400 Key Features

While the Epicor ERP 10.2.400 update will feature an extensive list of fixes, features, and tools, here is a list of the biggest items being introduced:

  • Introduction of Epicor Voice Agent
  • New functionality to enhance the customer experience including automated order entry and omnichannel learning
  • Refresh and redesign of mobile time and expense, job scheduling boards, and MES screens
  • Deeper project management capabilities and real-time project analysis through Epicor Data Analytics
  • New common shop floor interface to Mattec Advanced MES via HMI
  • Introduction of Supplier Portal, which enables customers to better collaborate with suppliers
  • Introduction of Epicor IoT, a module of Epicor ERP integrated with the Microsoft Azure IoT Hub that can monitor and visualize data from sensors and other Epicor products

You can expect more news about the Epicor ERP 10.2.400 later this month and in early May. Contact Encompass Solutions below for more information.

The last Epicor ERP update to be released was Epicor ERP 10.2.300. It is live and generally available to users. Epicor Software Corporation officially announced the release of their latest version of Epicor ERP (10.2.300) in October of 2018. Click the link to read more about the Epicor ERP 10.2.300 software update.

About Encompass Solutions

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