As part of the transition to the new user experience in Kinetic (the new name of Epicor ERP), we have a path to upgrade your existing customizations in the Classic user interface to low/no code configurations in Application Studio. Bring your business current with the new Epicor customization upgrades process.

Epicor Customization Upgrades Process

Your existing customizations are not going away when you upgrade to Kinetic 2021.They will continue to work in the Classic user interface alongside the Kinetic UX forms you have enabled, so you can adopt the new user experience at your own pace without business disruption.

During your upgrade to version 2021 you will have the opportunity to upgrade your Classic customizations to the new user experience. We’ll guide you during the transition with resources and programs to facilitate the upgrade and end-user adoption process.

Get familiar with Application Studio with easy access to education and help resources from the application. Also, Epicor Learning Center offers training on different Application Studio elements and use cases so you can become proficient with the tool.

The process is simple and can be broken down into the following four steps:

Upgrade

The customization conversion will run during your upgrade to 2021. Classic customizations that have a Kinetic UX equivalent will be automatically converted to a layer in Application Studio.

Convert

After your upgrade, you’ll be able to review the status of the converted customization layers in the new Configuration Upgrade Dashboard. Some UX components will come over automatically and some may need rework.

Verify

Review the issues and use Application Studio to update them or go back to the Win Form to update and then run the conversion program again. Check the Conversion Workbench Logs to review details about the converted layers.

You can also engage with our Technical Services Team at this stage so they can do the rework for you.

Deploy

Once the conversions are verified and issues are fixed you can deploy them to the menu.

That’s all there is to it! You can get started or learn more about the process by contacting your Encompass Customer Account Manager.

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.


From their inception, Enterprise Resource Planning (ERP) systems have been deployed with an overarching purpose: reduce costs by managing processes and materials. Until the middle 1980s, enterprise systems were built for narrowly defined business needs such as order management, account payables, and inventory control. The first real ERP systems integrated the data and processes once handled by individual programs into a single system capable of managing almost every aspect of running a sizable business. They transformed how modern businesses work.

The principal benefit of a consolidated ERP strategy was ensuring that data wasn’t duplicated across departments, eliminating “islands of information.” Processes once separated could now be linked, enabling enterprise-wide planning and optimization. For years, the focus of ERP was top-down implementation of this strategy: the imposition of processes and measurements from an executive perspective. As the marketplace has evolved into a global competition, where facilities, suppliers, and partners are dispersed geographically and supply and demand signals occur over increasingly complex and nuanced value networks, the top-down orientation of traditional ERP is proving to be less than adequate on its own. In this new business environment, change and innovation are accelerating; risk and opportunity are dynamic elements across networks, and business practices and processes are evolving at a pace heretofore unimagined. Response to this changed competitive landscape demands that ERP not only support the executive agenda but also the needs of individuals, regardless of where are they are in an organization’s value network. Only then can companies mobilize quickly and respond effectively to events as they occur at breakneck speed, whether in Singapore or Stuttgart or the Silicon Valley. So ERP has had to evolve into adaptive ERP.

 

Epicor-10-Adaptive-ERP-WP-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 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.


For the past 50 years, National Coating Corporation has specialized in the custom coating and saturation of any non-metal flat or rolled substrate. This includes enhancing the everyday performance and lifespan of materials used in automotive, industrial, commercial, aerospace, alternative energy, and consumer products worldwide.

Success Highlights

Challenges

  • Provide in-depth insights into company operations, while identifying new cost-saving methods and opportunities to develop products for a broader range of industries

Solution

  • Epicor® ERP

Benefits

  • Quicker, simpler-to-navigate access to nearly every application company-wide
  • Real-time access to actionable and accurate data that can increase revenues and cut costs
  • All-in-one package that includes accounting, payroll, labor, and inventory information with simple, easy-to-use dashboards

 

Epicor-ERP-National-Coating-Corp-CS-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 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.


Omega Plastics Inc. is a leader in the development and manufacture of low-cavitation injection molds, molded products, and assemblies. The company’s client list includes Fortune 100 companies and global suppliers representing the medical, automotive, aerospace, and consumer packaging marketplace.

Success Highlights

Challenges

  • Lacked a method for obtaining detailed, project-specific reporting and operations information

Solution

  • Epicor® ERP

Benefits

  • Dramatically increased the speed of generating updatable dashboards
  • Cut the size of the company’s overall database customizations by 90 percent
  • Provided live data feeds and updates highlighting business activities

 

Epicor-ERP-Omega-Plastics-CS-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 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.