Your Advanced MES real-time display shows you dashboards for the current shift and current job. But what if you want to capture that data for long-term trending analysis? The solution is Epicor Data Analytics (EDA), powered by Phocas™, which helps manufacturing operations turn their accumulated data into actionable insights. It helps them look beyond the long-term or short-term overall equipment effectiveness (OEE) measures to focus on the specific components—plant, department, machine, shift, part, etc.—that are causing losses to the company.

Visualizing Operational Data Trends

From the top floor to the shop floor, it’s important to know how your business is performing at all times. That’s why Epicor built a powerful, out-of-the-box reporting and analytics system that delivers important information in easy-to-digest dials, graphs, and charts.

EDA is a cloud-based, easy-to-use solution that can quickly contribute to your business while helping you avoid error-prone approaches such as spreadsheets and manual calculations that often waste time and resources. It also stays up-to-date with the daily stored changes of your production trend monitoring.

EDA provides customizable and interactive dashboards to make it easy to analyze the short-term and long-term data trends related to your production equipment. The dashboards provide visual graphs, charts, and tables, so you can quickly review important information about your production performance and make informed strategic decisions. The EDA grid is where you conduct most of your analysis—and unlike a spreadsheet, you can “drill down” into the data with a simple click to reveal additional details.

EDA is a comprehensive end-to-end service delivered and supported by Epicor. It is fully integrated with Advanced MES using your data to provide a broad understanding of your production performance. As a cloud-based service, EDA minimizes costs for your IT head-count and current system hardware, software, and maintenance budgets. Because you are accessing it in the cloud, you will always have the latest and greatest version of EDA.

With EDA, you have responsive mobile access to your data, so you are never disconnected from your information. “Always connected” means you can respond quickly to the needs of your business and keep your operations highly productive

Benefits and Key Features of EDA for Advanced MES

Among the many benefits manufacturers experience through the use of EDA for Advanced MES are the ability to:

  • Drive improvements based on data – not opinions
  • Understand OEE trends and target areas for improvement
  • Visually spot anomalies, and drill down into transactional detail to find the source
  • Enable employees to access and tailor visualizations in a self-service capacity
  • Reduce time wasted gathering and organizing production data

Key Features

  • Made for Manufacturers
  • Offers fast implementation
  • Fast, flexible, and easy to learn
  • Integrated with Epicor Advanced MES plus other data sources of your choosing
  • Keeps you connected with mobile access
  • Delivered as a complete, scalable cloud service – no hardware required
  • Does not require Advanced MES user licenses
  • Public internal dashboards feature provides a live display link
  • Does not require Advanced MES user licenses

Content Packs

EDA includes an out-of-the-box connection to Advanced MES, which means fast implementation and fast ROI. Without it, your alternative would be to manually connect to the data schema and determine what data to bring into the analytics solution, which could be a daunting, months-long process. Instead, we provide starter dashboards that you can easily clone and modify. You can also choose our extended content packs that are available and you also have the freedom to build onto the content pack with any additional fields from Advanced MES and augment from any other data sources.

Build your own dashboards or take advantage of our prebuilt content packs that include:

  • Key performance indicators
  • Plant comparisons
  • Scrap dashboards
  • Downtime dashboards
  • Mean-time dashboards
  • OEE dashboards
  • Availability dashboards
  • Performance dashboards
  • Mean-time between failures
  • Mean-time to failure
  • Mean-time to repair
  • Schedule views
  • Shift production reports
  • Tool change views
  • Tool requirements views
  • Machine parameter views
  • Material needs views
  • Material used views
  • Maintenance views
  • Operator metrics
  • Top 10 dashboards
  • Cavitation efficiency displays
  • Cycles out of spec dashboards
  • Engineering dashboards
  • Help call metrics
  • Incident log views
  • Utilization metrics
  • Job production views
  • Machine scoreboards
  • Energy usage views

Requirements

Epicor Data Analytics is available for Advanced MES Version 8.2.4 and higher. The lightweight SYNC application and one instance of data are stored on a local server with the majority residing in the cloud. Extra disk space is recommended that is 2.5 to 3 times the disk space of the data being loaded to the cloud. The only items required for subscription purchase are a starter pack of five named users (plus additional named users as desired). The Public Internal Dashboards feature requires a minimum of fifteen EDA named users. All other necessary components, such as Advanced MES content and the SYNC application are included as well as some Epicor ERP content.

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.


Prepare your warehouse and shop floor operations for a new era of productivity with the industry leading innovation of Epicor Mfg Wireless Warehouse (EMWW) – formally known as Epicor Mobile Warehouse – powered by Biscit.

Fast and Accurate Scanning

Epicor Mfg Wireless Warehouse is the next generation handheld application which is completely integrated with Kinetic. It offers a modern, intuitive user interface for warehouse and distribution functions.

Epicor Mfg Wireless Warehouse optimizes workflow for fast and accurate scanning, improves time to process transactions, increases accuracy, and reduces errors. It is compatible with the latest scanning devices running on Android® 6.0.1 or higher from Honeywell® and Zebra®. Simply download the application from the Google Play™ store into your device and start using it with minimal set up.

The only pre-requisites that exist for current and prospective customers to leverage Epicor Mfg Wireless Warehouse is an implemented Epicor® ERP 10.2.400 system or higher

Receiving

Provides complete functionality to process an inbound container or purchase order, as well as intercompany and transfer order receipts. It provides users with effective and efficient serial and lot processing and multiple UOM scanning. Users can search for all open PO’s for a part by scanning parts barcode.

Material Management

Provides core warehousing functions allowing users to initiate adjustments and movements from the warehouse floor. Offers an increased efficiency with cycle counts and stock takes. Enables efficient entry with automated workflows triggered by scan events.

Material Queue

Users can efficiently pick items assigned to their queue, grab items from the available queue, or return items back to the queue. Users can select an outbound order and select all material queue transactions related to the order, to the users’ queue. Advanced sort and filter functionality allows users to save to a named query and dynamically add to the sub menu. Unpicking sales or transfer orders functionality is also included.

Shipping

Scan pick validation option included. Process outbound shipments direct from the device. Functions include creating Master Packs and standard Pick Lists for customers not licensed for Advanced Material Management (AMM).

Trackers

Trackers help the shop/warehouse users in completing their daily routine.

Powered by BISCIT

Since its establishment in 2002, BISCIT has formed a strong relationship with Epicor and as a certified Partner are proud experts in delivering successful Kinetic projects Australia wide and overseas. BISCIT specializes in Kinetic services to deliver flexible, comprehensive and value-driven business 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. 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.


Meaningful relationships exist across your company and are a great resource for serving customers and improving efficiency. When workers engage with each other to solve problems and innovate processes, your business benefits and strengthens. By integrating unstructured meetings and conversations with your critical business ERP data and by enabling worker conversations digitally, you can help eliminate worker silos—giving your business a competitive advantage.

Epicor Collaborate is an enterprise-wide collaboration and productivity tool built on a cloud platform. Easy to use and intuitive with hashtags and mentions, Collaborate connects groups of workers simply. When your employee teams communicate digitally, you increase customer responsiveness and satisfaction.

Actionable Collaboration for Greater Productivity

Easily accessible across the Kinetic application, Collaborate, shifts workers from monitoring analytical dashboards and reports to being actively engaged with instant notifications from ERP processes and events. Collaborate message streams collect and communicate these messages across the enterprise. Outlier processes that often bury users in meetings or email are easily mainstreamed with the flexibility and simplicity of Collaborate—optimizing productivity. Key integrations driving worker productivity include Microsoft Teams®, Epicor IoT, Epicor Virtual Agent (EVA), and Epicor Data Discovery.

Microsoft Teams Integration enables teams with external players to connect on project details by sharing Epicor Collaborate messages.

Being notified of adverse events in ERP or directly from your equipment through Epicor IoT, can drive new levels of responsiveness and productivity.

Not every solution that improves productivity has to be complicated. Epicor Virtual Agent (EVA) delivers on simplicity through natural language to answer questions of Kinetic.

Businesses that share and coalesce around business metrics are data driven organizations that thrive on solving problems. Collaborate offers users the ability to shared Epicor Data Discovery (EDD) metrics.

Epicor Collaborate Benefits

Epicor Collaborate allows businesses to leverage their two most important resources, information and personnel, in tandem. Reap the benefits of an actively engaged workforce fueled by the enterprise data you need to make informed decisions, quickly. Those benefits allow your business to:

  • Modernize employee communication for more engaged workers
  • Boost team productivity and responsiveness
  • Experience new levels of worker efficiency
  • Share and action metrics as exceptions occur
  • Eliminate worker silos to improve customer responsiveness
  • Reduce time wasted with email and status update meetings

Easy to deploy

Both Kinetic in the cloud and Kinetic on premises are easy to integrate with Collaborate. There are three simple steps to get started.

Simple to learn—designed for business

Collaborate contains many of the same interface conventions your employees use at home on their devices. This makes Collaborate simple to use and quick to learn. Since employees can adopt the features with near immediacy, Collaborate can offer a fast return on investment. Available to work with Kinetic in the cloud or on premises, Collaborate helps all users stay in touch.

Employees log into the Kinetic Home Page and select the Collaborate tab. They can then start messaging, subscribing to ERP events, and sharing knowledge. Collaborate functions are like other leading cloud-native digital messaging tools, but the feature is designed for heightened connectivity for Kinetic and your business.

The promise of Cloud

Built on the Microsoft® Azure® platform, Collaborate is a cloud solution that leverages powerful Azure tools to deliver security and scalability for your messaging needs. More importantly, the cloud platform provides access to Collaborate on a desktop or a compatible tablet through the Epicor Home Page. Collaborate makes work happen—providing timely messages anywhere for rapid decision making.

Enterprise-wide Collaboration

Multisite, multi-company organizations need to communicate across boundaries to solve problems and remain responsive to customers. As a cloud-based solution, Epicor Collaborate delivers messaging capabilities for intercompany and inter-site conversations. Featured in this capability is the ability to create Enterprise groups that can span locations for greater business efficiency.

Share knowledge

Sharing knowledge helps businesses more easily onboard new employees and retain critical knowledge to support future operational efficiency. Making it easier for staff and departments to share information means that skills and knowledge can be pooled— leading to thorough problem solving, better project progression, and new ideas. Collaborate provides a robust repository of contextual and searchable messages to help workers find answers to repeatable customer issues, store and retrieve process knowledge, and maintain historical audits.

Operational Visibility

Subscribing to exceptions in ERP data helps business leaders respond to problems as they happen. For example, a stakeholder may subscribe to a customer or credit hold status. Once a credit hold message appears in their Collaborate message thread, stakeholders can message finance immediately to determine the reason and follow up with the customer.

Group Messaging

Employees exceedingly work in groups to drive innovation and meet customer expectations. In particular, being able to support cross-functional teams that can coalesce around a complex estimate, project, customer issue, production event whether single instance or ongoing and more. Introducing this group functionality (both public and private) is important as members are informed on a timely basis and can offer their perspective.

Microsoft Teams Integration

Microsoft Teams is an industry-leading collaboration platform that combines persistent workplace chat, video meetings, file storage, and application integration for businesses. It is widely used and sits alongside Microsoft Office 365® productivity tools. Collaborate Groups connected to Microsoft Teams to share communications across users, including external guests outside of Kinetic. Note: This feature requires Microsoft Office 365 level AD.

Custom Notifications (Change Data Capture (CDC) and BPM)

Greater responsiveness in business workflow can be more easily achieved with instant notifications guiding your processes. To offer more opportunities to build these notifications into your processes, Collaborate lets users create custom notification rules. This is achieved with the Change Data Capture (CDC) management solution.

Additionally, users can design a Business Process Management (BPM) workflow to post custom notifications in a Collaborate message stream through a new Notify Collaborate action. Users can leverage Data Directives, Method Directives, and Epicor Functions to create workflows that include the Notify Collaborate actions and the action that triggers it.

Operational Efficiency from IoT Notifications

Boosting operational oversight to deliver great performance with Epicor IoT is easier in the latest release as users can view IoT notifications within Collaborate message streams. Users can configure IoT based notifications via BPM and feeding them into Collaborate. This allows users to be notified on asset performance while collaborating with a group of stakeholders on failure situations.

Instant Answers with Epicor Virtual Agent (EVA)

EVA helps users automate mundane tasks such as looking up a contact or inventory information-all she needs is a simple text command. Integration with Collaborate supports EVA skills or commands within message streams. Ask EVA to show you a customer, and then the customer credit, and she will return richly formatted information. The experience and the skills supported are consistent with what is offered in the EVA mobile app.

File Sharing Support

Collaborate users can share files easily, selecting their preferred choice of cloud file storage system. Attaching files in the feeds and conversations speeds up teamwork in any company, and the attachment is saved in the file storage system.

Collaborate integrates with multiple cloud storage providers such as Google Drive® or Dropbox®. Epicor ECM (Enterprise Content Management) is also an option for Collaborate file storage, no matter whether Epicor ECM is Cloud or On-Premises.

Actionable EDD Metrics Drive Improved Productivity

More easily describe business challenges with EDD metrics in Collaborate. Users can leverage an EDD widget to snag and share EDD metrics, including comments that drive actions. New levels of productivity can result when metrics are shared and actioned as exceptions occur. Any key metric can be shared from sales, finance, or operations.

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.


Advanced Unit of Measure (UOM) offers dynamic attributes to help businesses manage conversion between units of measure.

 

MFG-Advanced-UOM-FS-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, 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.


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 upgrade, 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 multicompany
  • Additional enhancements to the experience transformation continues 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 to 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 on 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 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-in to the process by Tuesday, October 19 at 5:00 PM Central Time. 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 “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 an EpicCare​ ticket. Flex customers that do not submit a ticket will follow the on cadence upgrade and update schedule.​

Date​

Event

​Details

Friday, September 10, 2021​

Deadline for Flex customers Flex customers must to 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 on 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 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 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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