Review the latest additions and amendments to the Epicor Kinetic ERP solution in this Epicor Kinetic ERP 2021.2 User Guide.

 

MFG-Kinetic-2021.2-Release-Guide-ENS

 

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, or 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 the Industry.


For more than 20 years, Encompass has worked hand-in-hand with customers to get to know their business almost as well as they do — creating industry-specific software solutions and services that help them do business better. That’s working with you, for you.

Our customers are the companies who make, deliver, and sell the things we all need. They trust Encompass and Epicor software to help them do business better. By working hand-in-hand with our customers, we get to know their business almost as well as they do. Our innovative solution sets are carefully curated to fit their needs and built to respond flexibly to their fast-changing reality. We accelerate every customer’s ambitions whether to grow and transform or simply become more productive and effective. That’s what makes us the essential partners for the world’s most essential businesses.

 

MFG-Kinetic-2021.2-Enterprise-Resource-Planning-Catalog-BR-ENS

 

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, or 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 the Industry.


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

What’s New in Kinetic 2021.2

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

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

For more upgrade details please visit:

Important Dates

On Cadence Customers

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

Date​

Event

​Details

Friday, September 10, 2021​

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

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

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

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

Tuesday, October 12, 2021​​

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

Tuesday, October 19, 2021

UBC Opt-in Deadline UBC Opt-in:

  • Multi-Tenant and Express customers (legacy cloud customers)
    If Multi-Tenant and Express customers want Epicor to move your unique business components (UBCs) from your Pilot environment to your Production environment, you must submit an EpicCare ticket to opt into the process by Tuesday, October 19 at 5:00 PM Central Time. If you do not submit an EpicCare ticket to opt into 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 the Production environment, please refer to KB0035160 for instructions, or attend the complimentary “Upgrading Custom Items in Cloud Environments – Classic” course from Epicor University.

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

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

Tuesday, November 2, 2021

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

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

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

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

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

Tuesday, November 30, 2021

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

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

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

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

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

Tuesday, January 11, 2022

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

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

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

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

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

Tuesday, February 15, 2022

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

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

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

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

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

Tuesday, March 15, 2022​

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

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

Saturday, March 19, 2022​

– Sunday, March 20, 2022​

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

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

 

Note: dates are subject to change.

Flex Customers

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

Date​

Event

​Details

Friday, September 10, 2021​

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

Week of December 13, 2021

Flex Option #1:
2021.2 Pilot/additional Environments Upgrade
For Flex Option #1 customers, your Pilot system, Education environment, and additional environments will be unavailable while Epicor performs your upgrade to 2021.2.7, but don’t worry—your Production system will not be affected by the new release. Once it is complete, log in to your Pilot system (and other environments) to start exploring what’s new.

Week of January 31, 2022

Flex Option #2:
2021.2 Pilot/additional Environments Upgrade
For Flex Option #2 customers, your Pilot system, Education environment, and additional environments will be unavailable while Epicor performs your upgrade to 2021.2.9, but don’t worry—your Production system will not be affected by the new release. Once it is complete, log in to your Pilot system (and other environments) to start exploring what’s new.​

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

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

Saturday, March 5, 2022​

– Sunday, March 6, 2022​

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

Note: dates are subject to change.

How to Prepare

Epicor will upgrade your Pilot system and any additional environments seven weeks before Production for customers on cadence. This will provide an opportunity to explore the functionality updates in 2021.2 without affecting your Production system.

As a best practice, please use this time to review and make any necessary changes to your Unique Business Components (UBCs)—custom reports, BAQs, BPMs, User Interface customizations, etc.—to ensure everything continues to operate as expected. There will be more information regarding sample test plans and more that will be made available to you on EpicWeb Documentation.

Flexing Your Kinetic 2021.2 Upgrade

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

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

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

Note: If you choose to defer your upgrade, you will not receive any 2021.2 updates after the 2021.1 upgrade. Epicor only hosts the upgrade webinars on September 1 & 2, but replays are accessible at any time afterward as documentation on EpicWeb. If you defer, you are strongly encouraged to either attend or watch the replay so you are aware of the upgrade process.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or 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 the Industry.