As we continue making progress through the Kinetic journey, more reports and processes are available to our customers to test and provide important feedback that shapes Epicor ERP Kinetic innovations. Providing early access helps us drive user adoption among Epicor ERP Cloud and On-premise customers.

The program has been designed and developed to engage with customers and work through Kinetic based workflows by individual personas.

For Encompass, the goals of the program are to help us become Kinetic champions, drive customer adoption, and provide us with additional opportunities to engage with customers and help them through the Kinetic transformation journey.

For Epicor users, this is their chance to have their opinions heard as subject matter experts to inform the overall design of the tools, their governing processes, and to make sure Kinetic is a product that works for them.

Epicor ERP Kinetic User Experience Program Outline

A brief outline of how the Epicor ERP Kinetic User Experience Program is structured can be viewed below.

Objective

Survey and Record users kinetic experience and report our own observations working within the same framework as a Certified Epicor Partner on the following components:

  • Navigation
  • Content
  • Presentation
  • Performance

Effort is focused around change management and the new Kinetic design framework/user interface that Epicor will be rolling out in future releases.

The data this program seeks to capture and use to inform the evolution of the Kinetic Design Framework:

Comparison to legacy interface

  • Performance
  • Functionality
  • Usability

On user Adoption and buy-in

  • Are users “in” when it comes to the functionality provided by the current system?
  • If not, what needs to change to get buy-in?

Metrics/KPIs from which to draw insight

  • Task completion
  • Time on task
  • Sentiment

Currently Completed Epicor ERP Kinetic Personas

Personas are synonymous with a professional’s role within a company. The following personas are complete or nearly complete in terms of the functionality of Kinetic form and workflow design.

Finance

  • Accounts Payable
  • Accounts Receivable
  • Tax Accountant
  • Treasurer
  • CFO
  • General Accountant/Controller

Inventory

  • Shipping
  • Inventory Manager
  • Warehouse Manager

Manufacturing

  • Planner/Scheduler

Projects

  • Project Manager

There are many dozens more personas remaining that are being developed and will require future testing. They will be added to the program as soon as they are at least 80% complete.

How To Participate In The Epicor ERP Kinetic User Experience Program

Following our invitation, users will need to confirm their interest to participate with their Customer Account Manager (CAM).

Following confirmation, users will then receive instructions from the Encompass Solutions, Inc. (ESI) development team on how to gain access to the development environment and proceed with testing.

This participation requests certain recording activities (webcam and audio sharing) and consent to inform the overall user experience when working with these newly developed tools, but webcam and audio recordings are not required for participation. Screen recording is required as a component of the program to track the user’s progress through the Kinetic workflows and inform further development and improve the overall user experience.

The Process will be split into four sections, they are as follows:

  • Review Prerequisites – For customer to review prior to beginning, screen recording software (required), webcam and audio sharing (optional), program guide and overview documents review, printer access (optional), test environment 10.2.700 or higher (higher versions have more forms available), access to the internet (Chrome browser), 1 hour per persona activity.
  • Demographics – A LinkID will be created to be linked to the persona, testing, and surveys.
  • Persona tests – Testing activities
  • Exit survey – Final thoughts and feedback

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.


As we continue making progress through the Epicor Kinetic journey, more reports and processes are now available to our customers to test and provide important feedback that shapes Kinetic innovations. Providing early access helps drive user adoption among Epicor ERP cloud customers and gain interest from prospective users.

New Epicor Kinetic Design Reports And Processes

We have recently communicated to cloud customers that as part of the Epicor ERP 10.2.500.10 Cloud update, they will get access to the following reports and processes, which have been redesigned with the sleek Kinetic User Interface:

Kinetic Reports

  • Sales Order Backlog
  • Sales Order on Hold
  • Scheduled Shipments
  • Open RMA
  • Stock Status

Kinetic Processes

  • Build Project Analysis
  • Build WBS Phase Analysis
  • Capture Project Revenue Recognition
  • Capture WBS Phase Revenue Recognition
  • Project Invoice Preparation

Epicor Kinetic Design Introduction

Epicor ERP Kinetic Design FAQ

As one of the newest additions to the Epicor architecture, Kinetic delivers entirely new experiences to a system and users who have been utilizing Epicor software Products for decades. Here are the most common questions submitted regarding this new technology.

What is Kinetic?

Epicor Kinetic provides a clean, intuitive and easy to use experience for all ERP users. By utilizing modern research in user interface design, Kinetic delivers consistency in navigation, simplified visuals that reduce the clutter and noise from your daily tasks, and improved accessibility and productivity. Over time Epicor Kinetic design will be applied to all ERP forms.

What is the difference between the Kinetic and classic versions of forms?

Designed with the user in mind, Kinetic forms have a streamlined user interface with expandable and collapsible panels which provide easy access to information but only when you need it. Classic forms have a tab structure which requires you to click through tabs to get to the information you need, oftentimes requiring more clicks to access data. In most applications the functionality and business logic will not change. However, the layout and navigation will.

Can I still run the classic version of a form that has been converted to Kinetic?

Yes, you can choose to run the classic version of any Kinetic form. You configure the default form to use in Menu Maintenance for each form. The default value is to open the form in the Kinetic UI, with the ability to override globally by an administrator or by a user.

Can I still use classic forms that have not been converted to Kinetic during the
transition?

Yes, during the transformation you can use both classic and Kinetic versions of a screen. Forms not yet converted will open in the same smart client window. You will continue to log into one system from the same home page. When you select a menu item, the form will either open in Kinetic or the classic version depending on your settings and whether it was converted yet.

Can I customize a Kinetic Report or Process form?

Currently, you cannot customize a Kinetic form. Customization capabilities will be available in an upcoming release of Epicor ERP.

Can I personalize a Kinetic Report or Process form?

Currently, you cannot personalize a Kinetic form. The personalization toolset will be available in an upcoming release of Epicor ERP.

What if I currently have customization on a form that was converted to Kinetic?

You can still use your customized forms by launching the classic version. By default, the application opens any form in the classic UI when you have customization attached to it.

As an administrator, can I globally set access to Kinetic forms for all users?

Yes, as an administrator you can define Kinetic as the default form that launches for each form and user.

Can I still use a custom report type on a form that was converted to Kinetic?

Yes, you can still generate the same report output that you do today.

How do I submit feedback on the Kinetic forms?

We want your feedback! Please send your feedback to Kinetic-Feedback@epicor.com. If you run into an issue, please submit a support call just like you would do for any other issue in the software.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in 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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