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 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.


Alerts & Notifications automates shop floor communications with automatic messaging and escalation, so supervisors, managers, maintenance crews, and engineers can respond to conditions in the plant immediately. When process conditions need attention, when production stops, or when operators need help, Epicor Advanced MES Alerts and Notifications instantly notify the right people. Functionality dispatches a signal or message that can be seen by just one, a few, or all people that need to be involved.

Automatic Communication Routing

Text messages, loudspeaker announcements, e-mail, flashing lights, and audible sounds are just a few of the ways you can alert people throughout the facility that something or someone needs help. Help call buttons, production status, and process exceptions can all trigger the automatic messaging system, based on rules you specify within the Epicor Advanced MES system. When someone responds to an alert, there’s a quick and easy way for them to log their arrival and actions, so there’s no paperwork to shuffle.

Your Epicor Advanced MES system has the capacity to route and escalate each alert and notification based on what’s happening at any given moment. Does the operator need more material or is there an unexpected breakdown? The request for help screen can include choices for maintenance, material, and moving finished product. You can even provide for levels of urgency, based on operator selection or pre–defined rules. Each time an operator or technician issues a call for help, you can relax with the knowledge that Epicor Advanced MES will carry out the communication and escalation process you prescribed.

Types of MES Alerts and Notifications

  • Help Calls
  • Down Events
  • Parameters Out-Of-Specification (OOS)
  • Machine Communication Failures
  • Job Active
  • Idle
  • Startup
  • End of Job Warning
  • In Production

MES Alerts and Notifications Benefits 

  • Accelerate issue response
  • Minimize downtime with faster response
  • Capture accurate data for process planning
  • Feed operations improvements with accurate time logs and reasons
  • Identify problems early and fix them before they become critical issues
  • Empower your employees

Escalate Communications

Priorities can shift, and people may not be able to respond immediately to an alert. Epicor Advanced MES keeps tabs on all active alerts, and automatically escalates messaging according to the plan you configure. You can even start with a text message or e-mail and reinforce with a shop floor audible a few minutes later. Alerts don’t stop until your Epicor Advanced MES system has exhausted all messaging rules, or someone logs a response to the call, status, or condition. If you configure the system to alert indefinitely until it receives a response entry, then Alerts & Notifications becomes a catalyst for timely response to issues.

Turn Everyday Headaches Into Improvement Opportunities

All the data from help calls, issue alerts, and responses goes directly into the Epicor Advanced MES database with time and date stamps, type of alert, reasons, process values, and more. When it’s time to do some process planning or serious analysis, you have all the information you need to determine what’s working and what’s not. You’ll be able to spot and explore trends, make best practices repeatable, and define new operational strategies.

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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