The Epicor ERP 10.2.600 update is the first of two Cloud release upgrades planned for 2020. This is a major update that brings greater usability, performance, and strategic value in a single upgrade.

Epicor ERP 10.2.600 Highlights

As with past releases, the breakdown of what’s been added has been categorized into four major components: Experiences, Industry, Cloud and Analytics, and Global updates.

Epicor ERP 10.2.600 Experiences Updates

  • Epicor ERP Kinetic Dashboards and Trackers
  • Epicor ERP Kinetic Application Studio
  • Kinetic Help and Support Panel
  • Epicor Collaborate Phase 2
  • EVA Skills

Kinetic Highlights For Epicor ERP 10.2.600

  • 184 reports and processes
  • 20 Trackers (Located on a new Trackers – Kinetic menu)
  • Ability to deploy dashboards to Kinetic UI
  • Ability to create BAQ Reports in Kinetic UI
  • Ability to personalize and customize Kinetic forms
  • Epicor Application Studio (version 1)*
  • Enhancements to Kinetic Home Page
  • Kinetic App Maintenance*
  • Kinetic version alert banner*

*coming in 10.2.600.2

Refer to Release Notes for a cumulative list of Kinetic forms.

Kinetic Help and Support Panel

  • One click access to videos, articles and guided learning
  • Context sensitive results
  • Easy access to Epicor Learning Center, EpicCare, and EpicWeb
  • Display field help

an image of the epicor erp cloud 10.2.600 kinetic help and support panel

New In-App Feedback

  • Give Epicor your direct feedback
  • Not a replacement for Support calls

an image of epicor erp cloud 10.2.600 in-app feedback

Epicor Collaborate

  • Cloud-based, collaboration solution within Epicor ERP
  • Simple, intuitive experience
  • New in 10.2.600:
    • Editing, sharing, flagging, and tagging messages
    • Creating groups to make communication easier, including private groups
    • Creating custom notification rules
    • Designing BPM workflows to post notifications to Collaborate
    • Integrations with EVA, EDD, IoT and Microsoft Teams
    • Support for 11 additional languages

an image of epicor erp cloud 10.2.600 epicor collaborate

Epicor Virtual Agent (EVA)

  • Conversational digital agent
  • EVA is enhanced with new skills each release:
    • Collaborate API – @EVA user posts message to a Collaborate group or individual
    • Return Material Authorization (RMA) Skill – “Create RMA for X pieces of [part] to [Customer]”
  • Available for iOS and Android

an image of epicor erp cloud 10.2.600 epicor virtual agent eva

 

Epicor ERP 10.2.600 Industry Updates

  • Epicor Financials Enhancements
  • Epicor Quick Ship
  • Epicor Cash Collect
  • DocStar ECM 2020.1
  • Epicor AMM PCID Transfers

Epicor ERP Core Financial Enhancements

  • Centralized AR collections
  • AR/AP netting settlement
  • AP invoice cancellation
  • AR/AP invoices-WHT timing option through interim accounts

Epicor Quick Ship (Manifest)

  • Cloud enablement on Microsoft Azure
  • Data mapping tool
  • New carrier integrations with:
    • CH Robinson’s freightquote.com
    • Canadian carriers Loomis and Canada Post

Epicor Cash Collect

  • User-friendly Customer Portal empowers businesses to better serve their customers
  • New Communications Assistant enables collection representatives to record, transcribe and store calls
  • Document Creation gives users a PDF print driver that enables printing a batch of invoices
  • Advanced Workflow allows the ability to create custom workflows within Epicor Cash Collect

Epicor Data Analytics Financial Reporting

  • Replaces Advanced Financial Reporting with a modern, cloud-based BI and analytics solution
  • All-in-one easy-to-use solution
  • Robust financial reports such as financial statements, balance sheets, cash flow reports in a pre-packaged format
  • Offers Financial Planning and Analysis (FP&A)
  • Device-agnostic

Epicor Advanced Project Management

  • Provides integrated project management for customers with modules for:
    • Project Contracts
    • Project Accounting
    • Project Subcontracts
  • Simplifies and streamlines the contract management process and tracks at the sub-ledger level

DocStar Enterprise Content Management 2020.1

  • Provides automation to route and process business documents more efficiently, faster and more accurately
  • Integrates to Epicor ERP for storage of documents and attachments, pre-built automated processing of documents for sales order entry and accounts payable
  • New features include AP Automation enhancements, integration with Epicor ERP identity, supporting multi-factor authentication and new Kinetic screens

Package Control Identification Transfers

  • Reserve and allocate Advanced Materials Management PCIDs for sales orders
  • Enables customers to supply multiple sites with raw materials from a central location
  • Allow a customer to receive a single PO line or job info multiple PCIDs in a single transaction

Epicor ERP 10.2.600 Cloud and Analytics Updates

  • EDA Financial Reporting
  • Multi-Region Multi-Company Transactions
  • Azure Germany Datacenter
  • Functions and File Storage

Core Cloud Enhancements

  • Functions Enhancements – low code/no code customizations
    • Scheduling Functions
    • Functions calling other Functions
    • Solution Workbench support
  • File Attachment Storage now supports
    • Google Drive
    • Dropbox

Note: Microsoft has ended support for Windows 7

Epicor ERP Public Cloud Multi-region Multi-company Transactions

  • Run Epicor ERP in multiple company locations from any geography, in the cloud or on-premises
  • Enable intercompany transactions such as purchasing, sales orders and reporting across multiple databases
  • Roll out a cloud strategy in phases, meet local requirements, and gain global visibility and alignment

Epicor ERP Cloud Regions

an image of epicor erp cloud 10.2.600 new epicor erp cloud data center in Germany

Epicor Cloud Communication

  • Email address on the In-app user profile is now where you enter your preferred communication email address
  • Need to update your notification preferences?
    • Access your profile from the System Monitor -> Action Menu

an image of epicor erp cloud 10.2.600 update notification preferences

 

Epicor ERP 10.2.600 Global Updates

  • Country-Specific Functionality updates
  • Epicor Electronic Reports

Epicor Country Specific Functionality

  • Countries providing updates for:
    • China
    • Colombia
    • France
    • Germany
    • India
    • Indonesia
    • Malaysia
    • Mexico
    • Netherlands
    • Norway
    • Poland
    • Portugal
    • Sweden
    • Taiwan
    • Thailand
    • UAE
    • UK
    • and all countries in the European Union (EU) with support for the EORI (Economic Operators Registration and Identification) number.

Epicor Electronic Reports

  • Prepare electronic reports for third-party organizations
  • Work efficiently with advisory companies and auditors
  • Leverage simple e-invoicing
  • Strengthen your global business management with legally required electronic reports

Timeline for 10.2.600

epicor erp cloud 10.2.600 update timeline

Preparation Checklist

epicor erp cloud 10.2.600 update checklist

Pilot/Additional Env Upgrade Weekend

  • Pilot/Additional Systems offline Friday Morning 12:01 AM local datacenter time
    • Not able to login during upgrade process

Timeline

  • For live Public Cloud customers: We start copying your Production data to Pilot on Wed April 15 at 8:00 PM CDT and through Thurs
  • For MT, Express: We start copying your Production data to Pilot on Thurs at 8:00 PM CDT
  • Additional environments are not auto refreshed
  • When upgrades complete, your users are able to login
    • Download happens automatically
    • No changes to Users \ menu \ permissions
    • 10.2.600 in Pilot system available for testing on Sunday, April 19

Production Upgrade Weekend

  • Production System offline Saturday Morning 12:01 AM local datacenter time
    • Not able to login during upgrade process
    • Approximate time for upgrade 4-10 hours once your upgrade has started
  • During this time the Epicor Cloud Ops team will…
    • Upgrade your Production
    • Install UBCs solution from Pilot if requested by Tuesday, May 12
    • Send “all clear” messages
      ▪ First to administrators, second to all users
  • When complete, your users are able to login
    • Download happens automatically
    • No changes to Users \ menu \ permissions
    • Local system admin import UBCs previously saved to local drive and not included in the solution
    • Pilot changes will be retained on a backup copy until May 29 if needed

Data Refreshes for Customers in Public Cloud

  • All live customers staying on cadence—your pilot database will be automatically refreshed Wed, Apr 15 and upgraded Fri, Apr 17
    • Additional environments are NOT automatically refreshed. But if you would like a refresh prior (so you test the latest data) please raise a ticket in EpicCare – this must be completed ASAP, to be ready for 12:01 Friday AM local datacenter time.
  • All implementing customers –your pilot database will not be automatically refreshed. You will be upgraded on Fri, Apr 17 with the data in place.
    • But if you would like a refresh prior (so you test the latest data) please raise a ticket in EpicCare – this must be completed ASAP and ready for 12:01 Friday am local datacenter time.
    • Implementing customers will not be able to have the database refreshed from Production to Pilot during the upgrade testing month – so if you want this done it must be done by Thurs, April 16.

Customers with Option to Flex Their .600 Upgrade

  • Deadline was Wed, April 8 to submit your Flex request
  • Updates:
    • Note: if you choose to defer your upgrade, you will NOT receive any scheduled 500.x updates after 10.2.500.10.
    • However, Kinetic forms (User interface refresh) will continue to be turned on during this Flex period, on a regular basis, with no downtime required

Option 1

  • Week of June 22 – your pilot system will be refreshed from live and upgraded
    • Additional will be upgraded and not refreshed. But if you would like a refresh prior
      (so you test the latest data) please raise a ticket in EpicCare – this must be completed ASAP and ready for 12:01 Friday AM local datacenter time.
  • Saturday, July 25 at 12:01 AM – your live system upgrade will start

Option 2

  • Week of July 20 – your pilot system will be refreshed from live and upgraded
    • Additional will be upgraded and not refreshed. But if you would like a refresh prior
      (so you test the latest data) please raise a ticket in EpicCare – this must be completed ASAP and ready for 12:01 Friday AM local datacenter time.
  • Saturday, Aug 22 at 12:01 AM – your live system upgrade will start

Testing in Pilot

  • Use this time to test end-to-end
    • A sample test plan is available for download on EpicWeb
    • Personalize the test plan and distribute to your power users
  • Monitor for any failed Unique Business Components
    (UBCs)

    • Tues, May 12 is your last day to fix any UBCs and “opt-in” by requesting via EpicCare that the Epicor Cloud Ops team moves your UBCs to Production
    • If you need changes later, that’s ok. You’ll just have to update your Production after go-live.
    • Export all UBC changes to a known local location (Don’t take the default location)
  • Pilot/Additional will be upgraded to 10.2.600.2 May 12 just prior to the Live upgrade May 16-17
  • If you need help, please submit an EpicCare ticket

Testing Your SSRS Reports in Pilot

  • Open both your Production and Pilot applications from the same computer
  • Print the report in Production
  • Download your Production report from Production
  • Upload the report into Pilot
  • Print the report in Pilot
  • Compare the two documents
  • If you need to make modifications, make them in Pilot, and take note so that you can move them post-upgrade
  • If you need help, please submit an EpicCare ticket

Unique Business Components (UBCs)

Vendor/Partner-side Teams Will: Upgrade your UBC items to 10.2.600

You need to:

  • Use the UBC Tracker to prioritize what needs your attention: clean up old data and fix issues
  • Use the sample test plans to walk through your business processes end-to-end (including reports)
  • Work to resolve items by Tuesday, May 12
  • Create an EpicCare Ticket IF YOU WANT* Epicor Cloud Ops to move your UBCs from Pilot to Production for you

Note: *In 10.2.400 and earlier, Epicor moved your modified UBCs files automatically, unless you opted-out by requesting that they not be moved. Like the 10.2.500 process, with 10.2.600 Epicor will only move your modified UBC files if you choose to opt-in by submitting an EpicCare ticket.

Unique Business Components Tracker

  • Provides a read-only overview of your UBCs in one spot
    • Tabs organize your items so you can see what is good to go
    • Use it to identify obsolete or prototype items for cleanup
  • Dynamically reads your data
  • Customization panel refreshed every 4 hours

UBC Customization Tab

  • Three fields help you identify and prioritize customizations needing resolution
    • On menu – Any customization used on a menu that has a problem is your highest priority
    • Is Cosmetic – These customizations have fields that may need attention
    • Duplicate – Review and delete
  • These fields are updated in Customization Maint by the verification process
  • Access a “how-to” video to the EpicWeb Cloud Documentation site

epicor erp cloud 10.2.600 UBC customziation tab

Training Courses

  • Epicor ERP Cloud 10.2.600 features over 60 new and updated titles in our Training on Demand library
  • Epicor ERP Cloud Embedded Education has over 100 courses with several updates
  • Remember to leverage the cloud upgrade training:
    • Getting Started with Epicor ERP in the Cloud
    • Epicor Support and Cloud Operational Excellence
    • Leveraging the Unique Business Component Tracker to Manage Your Customizations During an Upgrade

 

Watch the What’s New In Epicor 10.2.600 Webcast

What’s New In Epicor Cloud 10.2.600

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.


As we near the Epicor ERP Cloud 10.2.600 Update, here are the important dates and enhancements you should know.

Epicor ERP Cloud 10.2.600 Update Important Dates

  • Tuesday, April 7, 2020 New Kinetic forms are turned on in your pilot environment. Your systems will not experience any downtime during this simple enhancement, and your version will not change. Details can be found in the Epicor ERP Kinetic FAQ for Customers.
  • Wednesday, April 8, 2020 Deadline for Flex customers to submit an EpicCare ticket indicating their preference to defer their upgrade to one of the alternate upgrade dates. This has been extended from April 6.
  • Saturday, April 11, 2020 The new Kinetic forms are turned on in your production environment. Your systems will not experience any downtime, and your version will not change.
  • Tuesday, April 14, 2020 and Wednesday, April 15, 2020 Upgrade webinars are held live, recorded, and posted as documentation. Please plan to join or watch the replay so you are aware of the upgrade process. Registration information will be sent shortly.
  • Friday, April 17, 2020 – Saturday, April 18, 2020 Pilot system upgrade to 10.2.600. During this time, your pilot system 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 start exploring what’s new.
  • Tuesday, May 12, 2020 Pilot system update to 10.2.600.2 and UBC Opt-In Deadline. The final version that will be loaded into your Production system will be 10.2.600.2, so we’ll update your Pilot environment on this date. Also, if you 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.
  • Saturday, May 16, 2020 – Sunday, May 17, 2020 Production system upgrade to 10.2.600.2. Your upgrade weekend arrives! While Epicor upgrades your production system to Epicor Cloud ERP 10.2.600.2, your system will be unavailable for several hours during this time.

Note that dates are subject to change.

What’s New in Epicor ERP Cloud 10.2.600

A few highlights include:

  • Multi-region Multi-company Cloud Transactions—Accelerate your growth plans. New in 10.2.600 is the ability to connect separate instances of Epicor ERP across Azure datacenters—or even across Azure datacenters to on-premises locations—through multicompany transactions to enable a distributed cloud or hybrid cloud business model.
  • User Experience—Ease of use continues to be a top priority. We’re introducing new personalization tools, enhancing Epicor Functions, and updating visuals throughout the application. You get new file attachment options with Google Drive and Dropbox. And for your mobile time and expense apps, get the ability to edit timesheets and expense reports in offline mode.
  • Epicor Collaborate—Get connected to get it done. Building on the first release of Epicor Collaborate in our last release, 10.2.600 features so much more. Epicor Collaborate will offer custom notifications, multiple channels and groups, filtering options, translations support for eleven more languages, and fit-for-purpose integrations with Epicor Data Discovery, Epicor Virtual Agent, Epicor IoT, and Microsoft Teams.
  • General Enhancements—This release features enhancements throughout the applications, including Epicor Advanced Project Management, Financials for Epicor Data Analytics, four new modules in Epicor Cash Collect, full cloud enablement for Epicor Quick Ship, and more.

How to Prepare Epicor will upgrade your pilot system one month before your production system so you have the opportunity to explore the updates in 10.2.600 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—custom reports, BAQs, BPMs, User Interface customizations, etc.—to ensure everything continues to operate as expected. If you submit an EpicCare ticket for help with moving your UBCs from Pilot to Production, Epicor will do so for you during the upgrade weekend.

Flexing Your 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 10.2.600. Below are the two date options for your flex upgrade.

Epicor ERP Cloud 10.2.600 Upgrade Pilot/Production Schedule

Option 1: Week of Jun 22, 2020

Jul 25/26, 2020

Option 2: Week of Jul 20, 2020

Aug 22/23, 2020

If you choose to defer, you must submit an EpicCare ticket 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 Wednesday, April 8, 2020. If you do not choose to defer, we’ll keep you on cadence and automatically upgrade your system in April 2020.

Note: If you choose to defer your upgrade, you will not receive any 600.x updates after the 10.2.500.10 update, but you will continue to receive any planned Kinetic form enhancements that we turn on during the Flex period. We only host the upgrade webinars on April 14 and 15, but replays are accessible at any time afterwards as documentation on EpicWeb. If you defer, you are strongly encouraged to either attend or watch the replay so you are aware of the upgrade process.

About the Upgrade Epicor Cloud ERP 10.2.600 is the first of two major upgrades planned for 2020, as part of our regular cadence and commitment to helping your business grow through innovation. Unlike the more frequent monthly updates that are minor yet enhance your daily experience, major releases like this bring you greater usability, performance, and strategic value in a single upgrade. That’s why we give you advance notice and the opportunity to test and explore the updates in pilot before upgrading your production system.

Next Steps You are invited to join educational webinars on April 14 and April 15 to learn more about Epicor ERP 10.2.600, 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 EpicCare anytime you have a question or need application support.

What’s New in Epicor ERP Cloud 10.2.600 and How to Prepare Webcast Option 1

  • Date: Tuesday, April 14, 2020
  • Time: 9:30 am – 10:30 am CT

What’s New in Epicor ERP Cloud 10.2.600 and How to Prepare Webcast Option 2

  • Date: Wednesday, April 15, 2020
  • Time: 3:00 pm – 4:00 pm CT

We hope you are excited about the new innovations coming soon in Epicor ERP 10.2.600.

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.