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 helpful 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, 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.


Give your users the knowledge and confidence they need to use your ERP solution to its fullest potential with learning tools from Epicor ERP Education. Whether your business is new to Epicor or you are simply looking to maximize all the features it offers, Epicor ERP Education provides effective training tools to enable each team member to master the skills required for their job and hit the ground running.

 

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About Encompass Solutions

Encompass Solutions is a business and software consulting firm specializing 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 the Industry.