The Gartner Magic Quadrant for Cloud ERP is an annually published report that outlines the research organization’s perspective on the best software available. This year, Epicor Software again received designation as a visionary in the category of Cloud ERP for Product-Centric Enterprises.

The published report is free to download for anyone interested in learning more about Epicor Software and other Cloud ERP vendors.

an image advertising the 2020 gartner magic quadrant for cloud erp report

You can download the Gartner Magic Quadrant for Cloud ERP for Product-Centric Enterprises report HERE.

Epicor ERP Cloud is a secure, economical, efficient, and reliable enterprise resource planning (ERP) system.

The solution provides businesses with flexibility and comprehensive support. It helps manufacturers simplify processes, optimize operations and ease IT responsibilities.

For example, Epicor Cloud ERP delivers a 99.5% or greater uptime.

Aerospace and defense manufacturer Wipaire leverages the benefits of Epicor Cloud ERP to free up resources and reduce costs.

The company enjoys real-time access to information, which delivers higher cost efficiency and better time management.

Wipaire Controller Mike Elrod commented about their choice to use Epicor ERP, “We chose to deploy in the cloud because it offered flexibility and cost savings and we no longer need to maintain in-house servers or equipment.”

Epicor ERP is built to scale alongside manufacturers as they grow and depend on better tools to deliver the results and experience their stakeholders and customers expect.

With Epicor Cloud ERP, businesses are better equipped to compete, thrive, and grow by harnessing data and implementing automation to improve productivity and profitability.

“We believe Epicor’s spot in the Visionaries quadrant proves that we are a cloud vendor of choice in the markets we serve, and that our cloud ERP software is providing customers with the tools they need to succeed in today’s mid and enterprise markets,” said President Himanshu Palsule. “Our customer base is large, incredibly loyal, and actively engaged, and we will continue to foster those relationships to address and prioritize their feedback in future product updates so that our customers can push ahead of their competitors and can focus on business resiliency rather than IT administration.”

Placement in the Visionary quadrant validates Epicor’s ability to provide businesses with the best ERP solution. Read the Gartner Magic Quadrant for Cloud ERP for Product-Centric Enterprises report HERE to learn more.

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.


The article “It’s 2020 — Should Business Owners Fear The Cloud?” was written by Epicor Software Corp. CEO Steve Murphy and published by Forbes on March 2, 2020. You can read the original article here.

The cloud. It’s a small word that packs a big punch. Defining what cloud is can cause confusion for some, while implementing it raises concerns for others.

We should consider three key factors as we continue into a new decade and business owners ask if they should fear the cloud: privacy, interoperability and cost.

But first, what is the cloud, and why are businesses migrating to this solution?

Essentially, the cloud is a delivery method for your software. It’s a network of servers that are linked together and operate as a single system. The cloud can perform a variety of functions (e.g., storing data, running applications, delivering content, etc.), and you can access it online. There are both public and private cloud options. The biggest difference with the cloud is what it doesn’t require. You don’t need any hardware or networking gear on-site – all you need is a tablet or a phone to run the software.

One of the major reasons I believe cloud adoption continues to grow is the flexibility and productivity enhancements it offers. As the CEO of a company that offers cloud platforms, I’ve found that these features are particularly attractive as business owners look to build resiliency in the face of unpredictable trade wars and other geopolitical changes. Business owners often look to business management software to provide stability. According to Goldman Sach’s 2020 review (via CNBC), 23% of IT workloads are now in public clouds.

So, should business owners fear the cloud when it comes to privacy, interoperability and cost?

Should I fear privacy in the cloud?

There is no denying privacy is a major concern when it comes to data. Data breaches continue to increase, as does the projected production of data. To keep pace, both software solutions and IT departments will have to up their game.

First, I’ll share the bad news. According to Hiscox’s 2019 Cyber Readiness Report, most businesses are unprepared for cyberthreats. In fact, in the U.S., 73% of businesses are “novices” at cyber readiness.

The good news, however, is that the public cloud has proven safer than on-premise data center environments. Specifically, Gartner found that “to date, there have been very few security breaches in the public cloud” and that “through 2020, public cloud Infrastructure as a Service (IaaS) workloads will suffer at least 60% fewer security incidents than those in traditional data centers.”

If you decide to move to the cloud due to these safety findings, you should still be mindful of cloud vulnerabilities. Take stock of what kinds of sensitive information you are putting in the cloud, and ensure you understand how the cloud provider will protect that data. The time needed to safely migrate systems and data can be lengthy, but it shouldn’t be rushed at the expense of security infrastructure. Select a provider who prioritizes security during the migration process and who has a solid reputation for getting the configuration right, and communicate with your team so that they understand the migration timeline and can manage their expectations.

Regardless of your software solution, privacy issues will continue to be a concern. One of the most important things business leaders can do is ensure they have a crisis management protocol in place if and when a breach should occur.

Should I fear cloud interoperability challenges?

I have great news on this front. There have been major strides toward interoperability. In fact, multiple systems can exchange and use information easier than ever before. This is due to a variety of reasons: Many application programming interfaces (APIs) continue to get better, and standards continue to improve, and, notably, I see tech giants such as Google, Amazon, and Microsoft Azure frequently expand the universe of applications that can easily be put in their clouds. I believe their efforts have significantly moved the needle.

While interoperability isn’t perfect, there’s a lot of upward momentum. I expect that to progress.

Should I fear the cost of the cloud?

If you’re a business owner and you aren’t sure cloud makes sense for you from a cost perspective, ask yourself if you have a good grip on how much it costs to have your own data center in your business. Do you already have the IT skills in-house to run your own system? If so, the cloud may not make sense.

However, many business owners are surprised to find that their IT operations cost them a lot more than they think and that implementing cloud solutions can save them both time and money when it comes to issues such as automatic upgrades (which keep your company current and competitive), labor and maintenance costs, or increases in workforce productivity, to name a few.

Just remember that the decision between on-premise and cloud will be unique for each business. When you’re evaluating your IT operations cost, ask yourself how scalable you need your solution to be in the future. How adept is your IT department at staying up to date with evolving technology? Will you need additional data storage, and do you have the physical space to accommodate an expansion of your on-premise data center? Do you need access to data on the go? If a natural disaster hits your business, how will you back up your data?

What it comes down to is the total current cost of your on-premise data center versus a cloud solution. For business leaders who are still on the fence about expense, make sure you evaluate your options regularly. Cloud providers will have to continue to be cost-competitive, which could work in your favor.

Bottom line: Don’t fear the cloud. It could be a safer option than on-premise data. Its interoperability continues to improve. It can be highly effective at increasing productivity. It can save you money long-term. And the cloud will likely continue to improve over time. The year 2020 may be the one for you to move forward with implementation.

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.


Businesses of every size contend with keeping the availability of materials, components, products in sync with their rate of production and customer demand. Finding the balance between these factors is, at a high level, the core concept of inventory management.

What Is Inventory Management?

As a business digs deeper into the specifics of inventory management, it will refine its goals. This includes all the additional details that make the process more efficient. Suffice to say, good inventory management goes beyond the weight, dimensions, quantity, and location of items.

At a foundational level, your business will need a system of categorization to manage inventory. This also requires a means of interacting with this system when adding, removing, and identifying items.

Your system may require software and interactive technologies. These technologies can include computers, barcoding hardware, and scanners.

Knowing what you have in inventory and where is only one part of the equation. Forecasting demand to inform a business of when to replenish stock or when to buy more materials to manufacture those products is just as essential.

By ensuring that warehouse space is used efficiently and in sync with the rate of sales and replenishment, the cost associated with goods held in inventory is kept to a minimum.

In a broader sense, Inventory management is the component of your business’ supply chain that keeps material flowing into and out of your facility.

This is kept in accordance with production processes and customer demand.

Suppliers may experience fluctuations in the ability to fulfill PO’s and global events may shake up availabilities across the board. However, you can keep your own house in order with inventory management best practices.

For example, keeping a detailed record of products as they enter and leave your warehouse provides visibility your business needs. This ensures you are able to deliver on customers and supply chain partners’ requirements at any given time.

Businesses of every size use inventory management principles to manage their flow of goods. However, there is no defined set of guidelines that all businesses can look to for the answers.

The best inventory management strategies will change from business to business, but generally accepted best practices can be applied in almost every case.

Identifying the right set of guidelines for your mode of operation will ensure you are able to deliver the right goods in the right quantities to your customers at the right place and time.

The Difference Between Inventory Management And Inventory Control

While these terms may seem the same at face value, they are generally not considered interchangeable.

A strong inventory management system ensures a business can source, store, and sell materials or finished goods in such a way that yields a consistent and dependable profit for the business overall. Good inventory management is a sustainable practice.

Inventory management follows a structure of thought as a business principal. It is an overarching set of concepts that address a larger business model.

Inventory Control is housed, pun-intended, within the larger concept of inventory management. Inventory control is focused on maintaining visibility and understanding of the materials and their flow. Namely, where and how much inventory can be found on-hand and readily accessed in a retail location, stockroom or warehouse.

Why Inventory Management Is Important

Global supply chains are complex and in a state of constant ebb and flow.

Manufacturing processes that utilize raw materials and components are also changing continually according to customer demand, specification, and regulatory requirements.

In short, what is available today may not be available tomorrow. However, there are usually indicators of when a supply shortage may be looming or new regulations will be coming into effect.

Keeping up with these constant changes is more than simply difficult, it’s outright unnerving and even chaotic at times. Being stuck with an abundance of stock that can’t be used, spoils, or becomes obsolete can cost a considerable amount of capital, running a business well into the red. This is where the balancing act of inventory management becomes so critical.

The costs of carrying goods can be considerable. For this reason, many organizations seek to refine and optimize their methods for ensuring they have just enough material on hand to deliver on anticipated production levels or sales.

Streamlining inventory management will keep inventory levels low, which keeps costs sunk into stock on-hand to a minimum. Furthermore, lower stock levels will ensure less space is required to match material requirements to production levels. With less space required, facilities can be kept to a more manageable size and minimize warehouse leasing costs.

How You Can Implement Best Practices

Fortunately, for many decades, businesses have been refining how they bring stability to the unpredictable world of global supply chains, manufacturing processes, and inventory management.

As part of those efforts, two major philosophies of inventory management have emerged as the most widely accepted and utilized: Just-In-Time (JIT) and Material Requirements Planning (MRP). Both instances have their benefits and drawbacks. We go into more detail in dedicated articles on JIT and MRP inventory management strategies.

Technology And Software

Beyond JIT and MRP inventory management, there are a number of technologies and software that make the process of managing inventory easier on businesses, staff, supply chains, and customers.

ERP software is one such technology that delivers all the critical data needed to inform demand forecasting and purchasing, whether a business is based in manufacturing or wholesale and distribution.

Inventory management data housed within the ERP system is accessed and reported digitally, while also easily sharable for key stakeholders and managers to use in their decision-making processes.

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.


The latest update for Epicor ARM (Advanced Requisition Management) has been released as Epicor ARM 10.3 SP7. The developer, Precise Business Solutions, is an Independent Software Vendor (ISV) creating Epicor ERP solutions and more tools dedicated to minimizing waste and maximizing efficiency for small and medium-sized businesses.

What is Epicor Advanced Requisition Management?

Epicor Advanced Requisition Management (ARM) is an online requisition management and workflow solution designed to deliver full-cycle procurement functionality securely to your organization’s desktops or mobile devices. ARM’s real-time budget visibility empowers your company to make informed purchasing decisions, while consolidated purchase orders allow you to negotiate contract pricing with your suppliers-ultimately reducing costs and maximizing efficiency across your entire enterprise.

Solution Benefits

Epicor Advanced Requisition Management (ARM) is an online solution for managing the cycle of requisitioning, ordering, and receiving. Benefits include:

  • Reduce purchasing cost and effort
  • Improve communication internally and with vendors
  • Assign preferred suppliers or default supply locations
  • Gain visibility of the purchasing process

Features

The web-browser-based application allows easy deployment throughout the enterprise, and facilitates the entire requisition process electronically-from requisition submission through to purchase order creation and optional distribution to vendors.

Epicor ARM automates and streamlines the procurement process, utilizing a web browser to integrate with and extend the Epicor Supply Chain Management module. Multiple approval methods provide a flexible framework that can be configured to meet the requirements of any organization.

Epicor ARM 10.3 SP7

In addition to features incorporated as part of the Epicor ARM scheduled product roadmap, the updates in this release have been influenced by requests received from Epicor ARM customers.

Epicor 10.2.600 compatibility, enhanced attachment capability and support for multiple invoices against a single purchase order receipt are just some of the features we have incorporated in this release to enhance your overall ARM experience.

An overview of some of these enhancements is outlined below.

New features and enhancements in Epicor ARM 10.3 SP7

  • E10.2.600 Compatibility (E10) – ARM 10.3.7 is compatible with E10.2.600.
  • Split BIL for APM and non-APM Environments (E10) – ARM has now split BIL with one version supporting APM and the other supporting non-APM environments. Choose the appropriate version when installing this product on your environment.
  • Support Edit Tax at Line level in AP Module (E10) – This is a ‘Manual Tax Override’ function that enables you to edit and override the tax on the line. Note that the line tax will be reset to the default values when copying the Invoice.
  • Support Project, Phase and Cost Code (APM) in AP Module (E10) – AP Invoice and Debit Memo now support Project, Phase and Cost Code (APM).
  • Support Hold Invoice and Hold Payments in AP Module (E10) – When selected, the ‘Hold Invoice’ check box represents a hold status on the entire Invoice. If you post a group that contains an Invoice on hold, this Invoice will not be posted. You will need to clear this check box and then re-post the group. When selected this check box also indicates that payments will not be made against the Invoice. ARM only enables this check box functionality in the time before the AP document is approved.
  • Support PO Receipt Attachments (E10) – Users can now attach a receipt document when entering PO receipts. ARM receipt attachments will not be integrated to Epicor at this time.
  • Support Receipt Attachment Visibility in AP Approval (E10) – In addition to the support for PO Receipt Attachments (above), ARM also supports the ability to view the Receipt Attachments during the AP Approval process.
  • Original Order Value on AP Invoice (E10) – Some new read only fields have been added to the AP Invoice screen. The Ordered field shows the original value of the order raised. The Un-receipted field shows the value of the line that is not received yet.
  • AP Invoice Filter Settings Enhancement (E10) – The AP Search filtering criteria is retained for each individual ARM user.
  • Support Multiple Invoices Against a Single PO Receipt (E10) – ARM now supports partial Invoices for a single Purchase Order receipt. After adding a PO Receipt line to an AP Invoice, a new check box entitled ‘Final’ is shown on the main Invoice screen. When ticked, this action indicates the line is finished with Invoicing stage. To perform partial Invoicing the AP documents need to be within the same Invoice Group. When the first partial Invoice is created and approved, it will move from the ARMUNAPP Group to the nominated Invoice Group. If a second Invoice is raised, an error will be shown in ARM due to the two Invoices present in different Groups. Therefore, the first Invoice will require posting in Epicor in order to proceed with creating any subsequent Invoices. This functionality requires configuration in Epicor. Go to Company Configuration> Modules> Finance> Accounts Payable and enable the ‘Allow Multiple Invoicing of Receipts’ check box.
  • AP Invoice Search Results Set and Export (E10) – The Export feature now includes the Vendor name and Invoice Date on the export file.
  • AP Approval Process Enhancement (E10) – A new <Next> button feature has been added to the AP document screen. This allows the user to move and load the next AP document from the AP Search results.
  • Punchout Enhancement (E10) – The PunchOut processing has been altered to conform with SameSite cookie policy that was introduced in newer versions of Google Chrome and Microsoft Edge browsers.

Read the Epicor ARM 10.3 SP7 Release Guide for further detail on all the features and enhancements outlined above.

Epicor ARM 10.3 SP7 Upgrade Eligibility

Epicor ARM 10.3 SP7 is compatible with Epicor 10, Epicor 9.0.5 and Enterprise 7.4 SP7.

Users upgrading to Epicor ARM 10.3 SP7 should note the following:

  • If you are upgrading from ARM versions 10.0 SP6, ARM 10.1.0, ARM 10.1 SP1 – SP4, you must run the Upgrade Manager to migrate data so that it will be compatible with the enhanced approvals process that was introduced in ARM 10.1 SP6.
  • If you are upgrading from ARM 10.1 SP5 (or above) you do not need to run the Upgrade Manager to migrate your data as it will already be compatible with the enhanced approvals process (introduced in ARM 10.1 SP6).

Users upgrading to this version should perform a full synchronisation on the GLAccountDefinition and GLAccount jobs within Integration Manager

Spotlight on ‘Blanket Order’ functionality

Two common questions we receive is “What is a blanket order?’ and “Can I use it for the ordering of maintenance and repair services?”

‘Blanket Orders’ go by a few names – sometimes called ‘blanket purchase agreements’ or ‘call-off orders’. These orders allow an organisation to create a requisition for a contracted amount with a supplier, to be consumed over a period of time. Expenses can then be ‘drawn down’ from this approved amount incrementally, as required. This makes it very convenient for utilities and services-related expenses, where the exact amount cannot be known in advance.

Epicor ARM Blanket Order Demonstration

To see how ARM Blanket Order functionality works, click the demonstration video below:

About Precise Business Solutions

An award-winning and market-leading provider of ERP software solutions. Precise provides global software solutions, coupled with local business expertise. Precise is a leading provider of business software solutions and associated services to the Australian and international market place. A wholly-owned Western Australian company, Precise has been in business since 1989. Over the last 25 years Precise has assisted organisations to maximise efficiencies and gain a competitive advantage. Precise Business Solutions is also the developer of integrated companion solutions for Epicor ERP and Prophet 21: – Epicor Advanced Requisition Management (ARM) – Precise Point of Sale (POS) These solutions are distributed worldwide through their alliance partner Epicor Software Corporation. Precise continues to be a market leader in implementation, support and services. Partnering with their customers to help them be the best they can be, has always been Precise’s primary focus.

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.


The Epicor ERP 10.2.600 update is the first of two Cloud release upgrades planned for 2020. This is a major update that brings greater usability, performance, and strategic value in a single upgrade.

Epicor ERP 10.2.600 Highlights

As with past releases, the breakdown of what’s been added has been categorized into four major components: Experiences, Industry, Cloud and Analytics, and Global updates.

Epicor ERP 10.2.600 Experiences Updates

  • Epicor ERP Kinetic Dashboards and Trackers
  • Epicor ERP Kinetic Application Studio
  • Kinetic Help and Support Panel
  • Epicor Collaborate Phase 2
  • EVA Skills

Kinetic Highlights For Epicor ERP 10.2.600

  • 184 reports and processes
  • 20 Trackers (Located on a new Trackers – Kinetic menu)
  • Ability to deploy dashboards to Kinetic UI
  • Ability to create BAQ Reports in Kinetic UI
  • Ability to personalize and customize Kinetic forms
  • Epicor Application Studio (version 1)*
  • Enhancements to Kinetic Home Page
  • Kinetic App Maintenance*
  • Kinetic version alert banner*

*coming in 10.2.600.2

Refer to Release Notes for a cumulative list of Kinetic forms.

Kinetic Help and Support Panel

  • One click access to videos, articles and guided learning
  • Context sensitive results
  • Easy access to Epicor Learning Center, EpicCare, and EpicWeb
  • Display field help

an image of the epicor erp cloud 10.2.600 kinetic help and support panel

New In-App Feedback

  • Give Epicor your direct feedback
  • Not a replacement for Support calls

an image of epicor erp cloud 10.2.600 in-app feedback

Epicor Collaborate

  • Cloud-based, collaboration solution within Epicor ERP
  • Simple, intuitive experience
  • New in 10.2.600:
    • Editing, sharing, flagging, and tagging messages
    • Creating groups to make communication easier, including private groups
    • Creating custom notification rules
    • Designing BPM workflows to post notifications to Collaborate
    • Integrations with EVA, EDD, IoT and Microsoft Teams
    • Support for 11 additional languages

an image of epicor erp cloud 10.2.600 epicor collaborate

Epicor Virtual Agent (EVA)

  • Conversational digital agent
  • EVA is enhanced with new skills each release:
    • Collaborate API – @EVA user posts message to a Collaborate group or individual
    • Return Material Authorization (RMA) Skill – “Create RMA for X pieces of [part] to [Customer]”
  • Available for iOS and Android

an image of epicor erp cloud 10.2.600 epicor virtual agent eva

 

Epicor ERP 10.2.600 Industry Updates

  • Epicor Financials Enhancements
  • Epicor Quick Ship
  • Epicor Cash Collect
  • DocStar ECM 2020.1
  • Epicor AMM PCID Transfers

Epicor ERP Core Financial Enhancements

  • Centralized AR collections
  • AR/AP netting settlement
  • AP invoice cancellation
  • AR/AP invoices-WHT timing option through interim accounts

Epicor Quick Ship (Manifest)

  • Cloud enablement on Microsoft Azure
  • Data mapping tool
  • New carrier integrations with:
    • CH Robinson’s freightquote.com
    • Canadian carriers Loomis and Canada Post

Epicor Cash Collect

  • User-friendly Customer Portal empowers businesses to better serve their customers
  • New Communications Assistant enables collection representatives to record, transcribe and store calls
  • Document Creation gives users a PDF print driver that enables printing a batch of invoices
  • Advanced Workflow allows the ability to create custom workflows within Epicor Cash Collect

Epicor Data Analytics Financial Reporting

  • Replaces Advanced Financial Reporting with a modern, cloud-based BI and analytics solution
  • All-in-one easy-to-use solution
  • Robust financial reports such as financial statements, balance sheets, cash flow reports in a pre-packaged format
  • Offers Financial Planning and Analysis (FP&A)
  • Device-agnostic

Epicor Advanced Project Management

  • Provides integrated project management for customers with modules for:
    • Project Contracts
    • Project Accounting
    • Project Subcontracts
  • Simplifies and streamlines the contract management process and tracks at the sub-ledger level

DocStar Enterprise Content Management 2020.1

  • Provides automation to route and process business documents more efficiently, faster and more accurately
  • Integrates to Epicor ERP for storage of documents and attachments, pre-built automated processing of documents for sales order entry and accounts payable
  • New features include AP Automation enhancements, integration with Epicor ERP identity, supporting multi-factor authentication and new Kinetic screens

Package Control Identification Transfers

  • Reserve and allocate Advanced Materials Management PCIDs for sales orders
  • Enables customers to supply multiple sites with raw materials from a central location
  • Allow a customer to receive a single PO line or job info multiple PCIDs in a single transaction

Epicor ERP 10.2.600 Cloud and Analytics Updates

  • EDA Financial Reporting
  • Multi-Region Multi-Company Transactions
  • Azure Germany Datacenter
  • Functions and File Storage

Core Cloud Enhancements

  • Functions Enhancements – low code/no code customizations
    • Scheduling Functions
    • Functions calling other Functions
    • Solution Workbench support
  • File Attachment Storage now supports
    • Google Drive
    • Dropbox

Note: Microsoft has ended support for Windows 7

Epicor ERP Public Cloud Multi-region Multi-company Transactions

  • Run Epicor ERP in multiple company locations from any geography, in the cloud or on-premises
  • Enable intercompany transactions such as purchasing, sales orders and reporting across multiple databases
  • Roll out a cloud strategy in phases, meet local requirements, and gain global visibility and alignment

Epicor ERP Cloud Regions

an image of epicor erp cloud 10.2.600 new epicor erp cloud data center in Germany

Epicor Cloud Communication

  • Email address on the In-app user profile is now where you enter your preferred communication email address
  • Need to update your notification preferences?
    • Access your profile from the System Monitor -> Action Menu

an image of epicor erp cloud 10.2.600 update notification preferences

 

Epicor ERP 10.2.600 Global Updates

  • Country-Specific Functionality updates
  • Epicor Electronic Reports

Epicor Country Specific Functionality

  • Countries providing updates for:
    • China
    • Colombia
    • France
    • Germany
    • India
    • Indonesia
    • Malaysia
    • Mexico
    • Netherlands
    • Norway
    • Poland
    • Portugal
    • Sweden
    • Taiwan
    • Thailand
    • UAE
    • UK
    • and all countries in the European Union (EU) with support for the EORI (Economic Operators Registration and Identification) number.

Epicor Electronic Reports

  • Prepare electronic reports for third-party organizations
  • Work efficiently with advisory companies and auditors
  • Leverage simple e-invoicing
  • Strengthen your global business management with legally required electronic reports

Timeline for 10.2.600

epicor erp cloud 10.2.600 update timeline

Preparation Checklist

epicor erp cloud 10.2.600 update checklist

Pilot/Additional Env Upgrade Weekend

  • Pilot/Additional Systems offline Friday Morning 12:01 AM local datacenter time
    • Not able to login during upgrade process

Timeline

  • For live Public Cloud customers: We start copying your Production data to Pilot on Wed April 15 at 8:00 PM CDT and through Thurs
  • For MT, Express: We start copying your Production data to Pilot on Thurs at 8:00 PM CDT
  • Additional environments are not auto refreshed
  • When upgrades complete, your users are able to login
    • Download happens automatically
    • No changes to Users \ menu \ permissions
    • 10.2.600 in Pilot system available for testing on Sunday, April 19

Production Upgrade Weekend

  • Production System offline Saturday Morning 12:01 AM local datacenter time
    • Not able to login during upgrade process
    • Approximate time for upgrade 4-10 hours once your upgrade has started
  • During this time the Epicor Cloud Ops team will…
    • Upgrade your Production
    • Install UBCs solution from Pilot if requested by Tuesday, May 12
    • Send “all clear” messages
      ▪ First to administrators, second to all users
  • When complete, your users are able to login
    • Download happens automatically
    • No changes to Users \ menu \ permissions
    • Local system admin import UBCs previously saved to local drive and not included in the solution
    • Pilot changes will be retained on a backup copy until May 29 if needed

Data Refreshes for Customers in Public Cloud

  • All live customers staying on cadence—your pilot database will be automatically refreshed Wed, Apr 15 and upgraded Fri, Apr 17
    • Additional environments are NOT automatically refreshed. But if you would like a refresh prior (so you test the latest data) please raise a ticket in EpicCare – this must be completed ASAP, to be ready for 12:01 Friday AM local datacenter time.
  • All implementing customers –your pilot database will not be automatically refreshed. You will be upgraded on Fri, Apr 17 with the data in place.
    • But if you would like a refresh prior (so you test the latest data) please raise a ticket in EpicCare – this must be completed ASAP and ready for 12:01 Friday am local datacenter time.
    • Implementing customers will not be able to have the database refreshed from Production to Pilot during the upgrade testing month – so if you want this done it must be done by Thurs, April 16.

Customers with Option to Flex Their .600 Upgrade

  • Deadline was Wed, April 8 to submit your Flex request
  • Updates:
    • Note: if you choose to defer your upgrade, you will NOT receive any scheduled 500.x updates after 10.2.500.10.
    • However, Kinetic forms (User interface refresh) will continue to be turned on during this Flex period, on a regular basis, with no downtime required

Option 1

  • Week of June 22 – your pilot system will be refreshed from live and upgraded
    • Additional will be upgraded and not refreshed. But if you would like a refresh prior
      (so you test the latest data) please raise a ticket in EpicCare – this must be completed ASAP and ready for 12:01 Friday AM local datacenter time.
  • Saturday, July 25 at 12:01 AM – your live system upgrade will start

Option 2

  • Week of July 20 – your pilot system will be refreshed from live and upgraded
    • Additional will be upgraded and not refreshed. But if you would like a refresh prior
      (so you test the latest data) please raise a ticket in EpicCare – this must be completed ASAP and ready for 12:01 Friday AM local datacenter time.
  • Saturday, Aug 22 at 12:01 AM – your live system upgrade will start

Testing in Pilot

  • Use this time to test end-to-end
    • A sample test plan is available for download on EpicWeb
    • Personalize the test plan and distribute to your power users
  • Monitor for any failed Unique Business Components
    (UBCs)

    • Tues, May 12 is your last day to fix any UBCs and “opt-in” by requesting via EpicCare that the Epicor Cloud Ops team moves your UBCs to Production
    • If you need changes later, that’s ok. You’ll just have to update your Production after go-live.
    • Export all UBC changes to a known local location (Don’t take the default location)
  • Pilot/Additional will be upgraded to 10.2.600.2 May 12 just prior to the Live upgrade May 16-17
  • If you need help, please submit an EpicCare ticket

Testing Your SSRS Reports in Pilot

  • Open both your Production and Pilot applications from the same computer
  • Print the report in Production
  • Download your Production report from Production
  • Upload the report into Pilot
  • Print the report in Pilot
  • Compare the two documents
  • If you need to make modifications, make them in Pilot, and take note so that you can move them post-upgrade
  • If you need help, please submit an EpicCare ticket

Unique Business Components (UBCs)

Vendor/Partner-side Teams Will: Upgrade your UBC items to 10.2.600

You need to:

  • Use the UBC Tracker to prioritize what needs your attention: clean up old data and fix issues
  • Use the sample test plans to walk through your business processes end-to-end (including reports)
  • Work to resolve items by Tuesday, May 12
  • Create an EpicCare Ticket IF YOU WANT* Epicor Cloud Ops to move your UBCs from Pilot to Production for you

Note: *In 10.2.400 and earlier, Epicor moved your modified UBCs files automatically, unless you opted-out by requesting that they not be moved. Like the 10.2.500 process, with 10.2.600 Epicor will only move your modified UBC files if you choose to opt-in by submitting an EpicCare ticket.

Unique Business Components Tracker

  • Provides a read-only overview of your UBCs in one spot
    • Tabs organize your items so you can see what is good to go
    • Use it to identify obsolete or prototype items for cleanup
  • Dynamically reads your data
  • Customization panel refreshed every 4 hours

UBC Customization Tab

  • Three fields help you identify and prioritize customizations needing resolution
    • On menu – Any customization used on a menu that has a problem is your highest priority
    • Is Cosmetic – These customizations have fields that may need attention
    • Duplicate – Review and delete
  • These fields are updated in Customization Maint by the verification process
  • Access a “how-to” video to the EpicWeb Cloud Documentation site

epicor erp cloud 10.2.600 UBC customziation tab

Training Courses

  • Epicor ERP Cloud 10.2.600 features over 60 new and updated titles in our Training on Demand library
  • Epicor ERP Cloud Embedded Education has over 100 courses with several updates
  • Remember to leverage the cloud upgrade training:
    • Getting Started with Epicor ERP in the Cloud
    • Epicor Support and Cloud Operational Excellence
    • Leveraging the Unique Business Component Tracker to Manage Your Customizations During an Upgrade

 

Watch the What’s New In Epicor 10.2.600 Webcast

What’s New In Epicor Cloud 10.2.600

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.


As we near the Epicor ERP Cloud 10.2.600 Update, here are the important dates and enhancements you should know.

Epicor ERP Cloud 10.2.600 Update Important Dates

  • Tuesday, April 7, 2020 New Kinetic forms are turned on in your pilot environment. Your systems will not experience any downtime during this simple enhancement, and your version will not change. Details can be found in the Epicor ERP Kinetic FAQ for Customers.
  • Wednesday, April 8, 2020 Deadline for Flex customers to submit an EpicCare ticket indicating their preference to defer their upgrade to one of the alternate upgrade dates. This has been extended from April 6.
  • Saturday, April 11, 2020 The new Kinetic forms are turned on in your production environment. Your systems will not experience any downtime, and your version will not change.
  • Tuesday, April 14, 2020 and Wednesday, April 15, 2020 Upgrade webinars are held live, recorded, and posted as documentation. Please plan to join or watch the replay so you are aware of the upgrade process. Registration information will be sent shortly.
  • Friday, April 17, 2020 – Saturday, April 18, 2020 Pilot system upgrade to 10.2.600. During this time, your pilot system will be unavailable while Epicor performs your upgrade, 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 start exploring what’s new.
  • Tuesday, May 12, 2020 Pilot system update to 10.2.600.2 and UBC Opt-In Deadline. The final version that will be loaded into your Production system will be 10.2.600.2, so we’ll update your Pilot environment on this date. Also, if you want Epicor to move your UBCs from your Pilot environment to your Production environment, you must submit an EpicCare ticket to opt-in to the process. 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.
  • Saturday, May 16, 2020 – Sunday, May 17, 2020 Production system upgrade to 10.2.600.2. Your upgrade weekend arrives! While Epicor upgrades your production system to Epicor Cloud ERP 10.2.600.2, your system will be unavailable for several hours during this time.

Note that dates are subject to change.

What’s New in Epicor ERP Cloud 10.2.600

A few highlights include:

  • Multi-region Multi-company Cloud Transactions—Accelerate your growth plans. New in 10.2.600 is the ability to connect separate instances of Epicor ERP across Azure datacenters—or even across Azure datacenters to on-premises locations—through multicompany transactions to enable a distributed cloud or hybrid cloud business model.
  • User Experience—Ease of use continues to be a top priority. We’re introducing new personalization tools, enhancing Epicor Functions, and updating visuals throughout the application. You get new file attachment options with Google Drive and Dropbox. And for your mobile time and expense apps, get the ability to edit timesheets and expense reports in offline mode.
  • Epicor Collaborate—Get connected to get it done. Building on the first release of Epicor Collaborate in our last release, 10.2.600 features so much more. Epicor Collaborate will offer custom notifications, multiple channels and groups, filtering options, translations support for eleven more languages, and fit-for-purpose integrations with Epicor Data Discovery, Epicor Virtual Agent, Epicor IoT, and Microsoft Teams.
  • General Enhancements—This release features enhancements throughout the applications, including Epicor Advanced Project Management, Financials for Epicor Data Analytics, four new modules in Epicor Cash Collect, full cloud enablement for Epicor Quick Ship, and more.

How to Prepare Epicor will upgrade your pilot system one month before your production system so you have the opportunity to explore the updates in 10.2.600 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—custom reports, BAQs, BPMs, User Interface customizations, etc.—to ensure everything continues to operate as expected. If you submit an EpicCare ticket for help with moving your UBCs from Pilot to Production, Epicor will do so for you during the upgrade weekend.

Flexing Your Upgrade Subscribers to the Epicor Public Cloud Flex Option can follow the same schedule, but you have the option to defer your upgrade to Epicor Cloud ERP 10.2.600. Below are the two date options for your flex upgrade.

Epicor ERP Cloud 10.2.600 Upgrade Pilot/Production Schedule

Option 1: Week of Jun 22, 2020

Jul 25/26, 2020

Option 2: Week of Jul 20, 2020

Aug 22/23, 2020

If you choose to defer, you must submit an EpicCare ticket with your selected upgrade date (Option 1 or Option 2) and we will send you a personalized confirmation with your instructions. We must receive your deferral no later than Wednesday, April 8, 2020. If you do not choose to defer, we’ll keep you on cadence and automatically upgrade your system in April 2020.

Note: If you choose to defer your upgrade, you will not receive any 600.x updates after the 10.2.500.10 update, but you will continue to receive any planned Kinetic form enhancements that we turn on during the Flex period. We only host the upgrade webinars on April 14 and 15, 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 the Upgrade Epicor Cloud ERP 10.2.600 is the first of two major upgrades planned for 2020, as part of our regular cadence and commitment to helping your business grow through innovation. Unlike the more frequent monthly updates that are minor yet enhance your daily experience, major releases like this bring you greater usability, performance, and strategic value in a single upgrade. That’s why we give you advance notice and the opportunity to test and explore the updates in pilot before upgrading your production system.

Next Steps You are invited to join educational webinars on April 14 and April 15 to learn more about Epicor ERP 10.2.600, how to prepare, and ways to leverage the new functionality for driving business growth. Documentation will also be made available on the Epicor customer portal EpicWeb. And as a reminder, reach out to EpicCare anytime you have a question or need application support.

What’s New in Epicor ERP Cloud 10.2.600 and How to Prepare Webcast Option 1

  • Date: Tuesday, April 14, 2020
  • Time: 9:30 am – 10:30 am CT

What’s New in Epicor ERP Cloud 10.2.600 and How to Prepare Webcast Option 2

  • Date: Wednesday, April 15, 2020
  • Time: 3:00 pm – 4:00 pm CT

We hope you are excited about the new innovations coming soon in Epicor ERP 10.2.600.

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.


Epicor Advanced Projects Module addresses the industry need for project-based ERP software with embedded contract management and billing. With this unique tool, you can manage projects, contracts, claims, subcontractors, variations and revenue recognition within one single user-friendly system. Take advantage of a tool that gives you full ERP functionality, including manufacturing and supply chain management, for a complete solution.

Advanced Projects for Epicor ERP

Advanced Projects for Epicor ERP is built in the Epicor development framework and is a fully integrated software solution. Built for businesses that have a need to manage complex contracts and multi-faceted projects within their Enterprise Resource Planning (ERP) system Epicor Advanced Projects is the solution.

Advanced Projects for Epicor ERP is a specialist solution, addressing the challenges of complex contract management in a world-class modern ERP environment. Enjoy a consistent experience while unique business requirements can be easily accommodated within the flexible toolset.

Capture all costs and invoice everything, on time, as per the contract

Many companies involved in the design, delivery, fabrication and construction of major projects need to capture costs on a project for labour, equipment usage, material, expenses and subcontractors. These costs then need to be invoiced based on the agreed contractual billing terms which could be fixed price, progress percentage, quantity-based or a complex combination of all of these. On top of this, these businesses also need to manage retentions, claims and variations, all of which add another layer of complexity to the billing process.

Improve cash flow and forecasting through effective management of contracts and projects

Large, complex projects present a lot more risk to the business. Managing cash flow is critical, and if claims are missed, it impacts more than just the bottom line. Businesses need the visibility to enable them to bill or claim everything they can, at the time they are allowed contractually. This process must be systemised with workflows and automation, to help the Project Managers and Cost Accounting team do their jobs effectively and keep the projects on a profitable track.

Get control of the numerous subcontractor obligations and on-charges

Complex projects are rarely a 1:1 relationship between the customer and the vendor. More often than not, many aspects of the job are contracted out to other companies and this web of multiple contracts must be managed very carefully. The management of subcontractor terms and deliverables can prove challenging, especially if they are not linked with the one or more customer contracts they are working on. Spreadsheets and memory soon become unreliable and more revenue is lost through charges not being billed.

Eliminate spreadsheets and manual journals from your revenue recognition process

Long term contracts are not unusual in these industries, so the management of revenue recognition is key, especially with the changes to the revenue recognition standards. Gone are the days when Cost Accounting teams battled with spreadsheets to manipulate period accruals at month and year-end, hoping they have captured all costs and revenue. What they need is an easy to use workbench that generates proposed accruals but allows them to make changes to the calculations as required. When the accruals are agreed, the GL journals are posted automatically upon commitment. What they want and need is flexibility.

Epicor Advanced Projects module contract summary dashboard

Epicor Advanced Projects Contract Management

• Manage complex contracts.
• Contracts can be tied to a single project, or many projects.
• Manage small and long-duration contracts.
• Multi-level item/scope definition.
• Revision control and variation controls.
• Retention management.
• Ability to do complex invoices with a mixture of fixed-price, progress, and quantity-based billing methods.

Epicor Advanced Projects Project Accruals

• Financial recognition of revenue and expenses based on various valuations methods, including; amount billed, progress percentage, cash received.
• Enables true project profitability based
on current performance and expected completion.
• Ability to adjust accrual calculations as required.
• Automatic posting of accruals to the GL.
• Manual journal adjustments to projects as needed.

Epicor Advanced Projects Claims Management

• Cumulative claims management.
• Applications for payment/proforma invoice processing.
• An approval process to validate prior to submission to the customer.
• Integration to Accounts Receivable to enable holistic customer reporting.
• Invoicing based on valuations, not just part shipping.
• Flexible invoice and claim layouts to show summary or detailed lines.

Epicor Advanced Projects Enhanced Project Budgeting

• A budget approval process to lock in an original/baseline budget.
• Cost code/cost head budgets.
• Comparison of spent vs recognised.
• Budget and capture costs by phase and by cost code.

Epicor Advanced Projects Subcontract Management

• Manage complex contracts.
• Subcontracts can be tied to a single deliverable or many.
• Revision control and variation controls.
• Retention management.

Epicor Advanced Projects Subcontract Claims

• Cumulative claims management.
• Integration to accounts payable to enable holistic vendor reporting.
• Payments based on valuations, not just goods received.

Epicor Advanced Projects Built-in ERP Benefits

• Advanced workflows and approval functionality to manage everyday business functions.
• Integrated procurement functionality to manage the requisition, purchase and invoicing lifecycle.
• Full project sub-ledger with cost capture from the core ERP system.

Managing the financial aspects of large and complex contracts is not an easy task, and if it isn’t done well, can result in costly mistakes.

• Variations not billed, resulting in missed revenue.
• Penalties and potential lawsuits through not meeting contractual obligations.
• Manual integration of disparate systems, costing time and facilitating mistakes.
• Cashflow stress caused by the mismanagement of claims and subcontractor payments.
• Lack of collaboration across the business due to misalignment of contract obligations within departments.
• Poor customer, subcontractor and employee experience due to lack of visibility, inaccurate invoicing and processes that aren’t consistent.
• Reporting that is slow, manual and always historical, with no real-time visibility of the health of the business and the status of the projects.

Ask yourself can your business afford to continue working like this?

How many more contracts can you take on when it is a challenge handling the ones you already have? What you really need is an integrated system that works for you. One that generates efficiencies in the business, automates manual tasks and streamlines processes so that mistakes are kept to the bare minimum, if at all. You need to ensure that every project is profitable so that your business flourishes.

The benefits are endless and extend beyond systemisation. Epicor ERP teamed with Advanced Projects has been built with your challenges and goals top of mind. We know and understand the importance of managing complex contracts and multifaceted projects within companies like yours.

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 customers on cadence, the Epicor Cloud Operations team will deploy your Epicor ERP Cloud update version 10.2.500.10 next week. This routine update includes enhancements to product quality and Kinetic user experiences. Testing is optional. For more details, please read this email and refer to the release notes in the 10.2.500 folder on your EpicWeb Customer Portal.

What To Expect During Epicor ERP Cloud Update Version 10.2.500.10

Pilot Update 

  • Tuesday, February 11, 7:00 PM to 11:00 PM Local Server Time

Production Update

  • Saturday, February 15, 4:00 PM to Sunday, February 16, 8:59 PM Local Server Time

While the 10.2.500.10 update deploys, your application may be unavailable for 30-60 minutes during the update window. Once complete you will be prompted to update the Epicor ERP Smart Client. If you happen to encounter unexpected behavior, please open an EpicCare case and include 10.2.500.10 in the details.

More Kinetic Experiences Are Here In 10.2.500.10, we’ve updated five reports and five processes (below) with the sleek, new Kinetic User Interface. As these and other Kinetic forms are periodically enabled in your environment, there will be nothing you need to do. All business logic is exactly the same. Simply enjoy the ease-of-use, modern design, and clear interface.

Like what you see? We rely on your feedback to drive our Kinetic innovations, so we encourage you to share your thoughts. Epicor’s customer experience team will randomly contact several customers to gather input, but please email Kinetic-Feedback@epicor.com at any time to send your comments or request a call.

For more information about the new Kinetic experiences, watch this 90-second video and check out Frequently Asked Questions.

Kinetic Reports in 10.2.500.10:

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

Kinetic Processes in 10.2.500.10:

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

Epicor Cloud ERP Update Schedule

Here is the latest information on the release and update schedule for Epicor Cloud ERP.

To learn more about Epicor version numbering and deferred release upgrades, see the bottom section of this post.

​The Cloud ERP environment is updated as indicated in the table below. Each date represents the day your update is complete. Keep in mind that these dates and update notes are subject to change without notice at the behest of Epicor Software Corporation.

​Update ​Pilot ​Production
​10.2.500.5 ​19 Nov 2019 ​23 Nov 2019
​10.2.500.7 ​17 Dec 2019 ​21 Dec 2019
​10.2.500.8 ​14 Jan 2020 ​18 Jan 2020
​10.2.500.10 ​11 Feb 2020 ​15 Feb 2020
​10.2.500.13 ​24 Mar 2020 ​28 Mar 2020
10.2.600.2
(Release 10.2.600)
​17-18 April 2020
(one month to test)
​16-17 May 2020
The Public Cloud Deferred Customers environment upgrade options for major release are as indicated in the tables below. Subject to change.
​​Upgrade 400 to 500 Pilot​ ​Production
Flex Option 1: ​10.2.500.xx ​Week of 16 Dec 2019 ​25-26 Jan 2020
​Flex Option 2: 10.2.500.xx ​Week of 20 Jan 2020 ​22-23 Feb 2020​
NotePrior to 10.2.500, if you chose to defer your upgrade, you continued to receive 400.x updates up to your scheduled deferred upgrade date.
With 10.2.500, if you choose to defer your upgrade, you will not receive any 400.x updates after the 10.2.400.11 update.
​​Upgrade 500 to 600 Pilot​ ​Production
Flex Option 1: ​10.2.600.xx ​Week of 22 June 2020 ​25-26 July 2020
​Flex Option 2: 10.2.600.xx ​Week of 20 July 2020 ​22-23 August 2020​
NoteWith 10.2.600, if you choose to defer your upgrade, you will not receive any 500.x updates after the 10.2.500.13 update.

Epicor ERP Cloud Version Numbering and Timing

A typical Epicor ERP version number is ‘10.2.500.7’. In this example, ’10’ represents the Product, ‘2’ represents the Version, ‘500’ represents the Release, and ‘7’ the Update level.

  • Updates. Updates are generally applied on a bi-weekly or monthly basis. Updates are applied to the customer’s ‘pilot’ environment on Tuesday or Wednesday evening, and then promoted to ‘production’ environments during Saturday night local datacenter time. You may test if you like, but these are non-disruptive updates to our system, and do not introduce schema changes. We avoid month-end and calendar year-end for your convenience.
  • Releases. Releases are scheduled twice a year with black-out dates to avoid calendar year end. Because they tend to be larger releases and may introduce new functionality release upgrades are installed into a customer’s pilot environment no less than one month before their promotion to production, allowing customers to test the new features and updates.
  • Versions. Version upgrades occur approximately every 18-24 months. These often include changes to schema, user interface, and business objects. Like release updates, testing is required, so the upgrades are applied to the customer’s pilot environment thirty days prior to the scheduled production upgrade. Customers also receive an additional sandbox environment for more extensive testing.
  • Products. Product updates are typically more involved; and accordingly, we allow extended time and support to test and prepare before introduction into production.

Deferred Release Upgrades

If your business is subject to fluctuating seasonal demands or other time constraints, Epicor offers its premium “Epicor Public Cloud Flex Option,” which allows clients to defer upgrades for up to 90 days, for an additional subscription fee.  With the Epicor Public Cloud Flex Option you may select among two or three alternate pre-selected dates for your upgrade.

Regardless if you select this option and choose to stay on cadence or select a later date to upgrade, you still receive the standard one month to test releases in the pilot environment. Customers with this option would not have the full 90 days to test upgrades, but rather have the option to test and upgrade up to 90 days later if business needs require. Please contact your Epicor Sales Representative for more information.

Change Notifications Preferences

Use these steps to manage your notification preferences in order to receive alerts regarding Cloud releases.

  1. Navigate to System Setup > System Maintenance > System Monitor. From the Actions menu, select Notifications Preferences.
  2. The In-App Notifications User Preferences window opens. In the Select Roles section, specify the following:
    – In the Titles/Levels field, to receive notifications, you must select either User-PowerExecutive, or Manager.
    Note: If you select a different option, or if you enter your own title, you will not be included in the scheduled in-app messages or email notifications.
    – In the Functions/Departments field, you can specify your specific business detail.
  3. In the Types of Business section, define your Primary Sector and Primary Industry.
  4. Use the Select Interests section to indicate what type of notifications you want to receive. Note: This area is configurable and depends on your admin settings.
  5. Verify your email address in the Email field.
  6. Select the Send Notifications via email too checkbox if you are not a regular user of Epicor ERP and you want to receive notifications using email.
  7. Click Close.

Upgrading Custom Items in Cloud Environments

If you are upgrading your cloud environment, you can use the Unique Business Component Dashboard to locate and then update your custom items. To learn how to upgrade your custom items, watch the free, self-paced Epicor University course “Upgrading Custom Items in Cloud Environments”. This course is designed to assist System Administrators in understanding the tools and processes to effectively manage Unique Business Components during a system upgrade. To take the self-paced course, click here.

Alternatively, Encompass is here to help as your Certified Epicor Partner. We can help you upgrade custom business items in cloud environments any time you like. Reach out using the Contact Us link below to discuss your next project.

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.


With Industry 4.0 taking the lion’s share of headline space, smart manufacturing technologies are bigger than ever. For many manufacturers, these concepts can seem more than just a little intimidating, if not worthy of some cautious scepticism. Fortunately, there are manufacturing technologies that have been proven by years of practical application. Industry 4.0 concepts support them with more informed data and more efficient process improvements. We’re looking at you EDI. The concept of a digital twin is another one of these manufacturing technologies anyone can implement to improve operations.

What Is A Digital Twin?

The term “digital twin” refers to a digital replica of a physical asset. This asset can be any common hardware found on any factory floor. This includes heavy equipment, a smart machine, a robot, a work cell, an inspection station or a manufacturing line. These “Physical Twins” are anything that can provide data to the Digital Twin for interpretation. Connection bridges the physical and digital to create a cyber-physical system, whereby data flows through and informs a process.

The digital twin concept can be broken down into three distinct parts:

  • a physical product
  • a digital/virtual product
  • connections between the two products

Digital Twins birthed in the Apollo Missions

The digital twin is a true example of the Industrial Internet of Things (IIoT) at work.however, the concept outdates the term Internet of Things by decades.  The term was coined by John Vickers of NASA in a 2010 Roadmap Report. however, the concept goes back even further in the NASA toolbox when the Apollo program utilized digital twins of the Command Module, Lunar Module and Lunar Rover to carry out maintenance, support, and troubleshooting activities.

How Are Digital Twins Used In Manufacturing?

As we stated before, the connection between physical and digital twin creates a cyber-physical system that feeds real-time performance data to operators, analysts, and managers.

Individuals and groups fulfilling these roles within an organization can leverage industry 4.0 concepts to analyze and interpret data to make sound predictions and carry out appropriate actions. Here, Industrial Internet of Things (IIoT), Artificial Intelligence (AI), and Machine Learning (ML) all come together to troubleshoot, raise alarms to identify potential problems, view maintenance conditions, support the various condition-based maintenance required to maintain seamless operations.

How Do The Components Of A Digitial Twin Work Together?

Analytics, Industrial Internet of Things (IIoT), Artificial Intelligence (AI), and Machine Learning (ML) technologies all have a  hand in making Digital Twins work for manufacturers. Here’s how they come together to deliver leaps in process and operational improvement:

  • Industrial Internet Of Things (IIoT): Connects the physical and digital systems to provide accurate data in real-time.
  • Artificial Intelligence (AI): Intelligent software analyzes the data, provides an interpretation of what is physically taking place, what outcomes or problems may arise, and what actions should be carried out to maximize performance.
  • Machine Learning (ML): Builds on scenarios, both experienced and potential, to execute analysis more quickly and orchestrate improvements for the physical counterpart, ideally, without human intervention.
  • Analytics: Additional tools that simplify the data to communicate, diagnose, predict and prescribe actions to optimize the operation of physical systems.

How Do Digital Twins Optimize Or Diagnose To Improve Operations?

By leveraging the data they receive, Digital Twins get a snapshot of how machinery or other physical systems operate throughout a process. The data serve to build a picture of what is good performance and what is bad or what is streamlined and what is bottlenecked.

Optimization comes into the picture when historical data can inform future operations to “say” this didn’t work well last time, let’s try something else. One example of how digital twins are used in optimizing machines emerges with the maintenance of power generation equipment such as power generation turbines, jet engines and locomotives. How can we make this piece of machinery more efficient? Let’s look at the historical data and improve on past performance by trying other tweaks our engineers and machinists can implement. Or, better yet, what hypothetical concepts can we experiment within the digital realm? The same is true for Enterprise Resource Planning (ERP) software. In enterprise architecture (EA), architects create EA blueprints as a digital twin for the organization.

A more relatable example may be found in autonomous vacuums. Many homes now employ robotic servants to clean while their owners are away. Digital twin technologies could effectively map the optimal vacuum path of a room and then employ that strategy to mitigate wasted energy and clean living spaces more quickly.

Diagnostics are another huge component of digital twins’ utility. By referencing historical data for machinery, a digital twin may be able to predict maintenance intervals, make service recommendations, and ensure downtime is kept to a minimum. In his case, the digital twin isn’t relegated to just one machine or just one plant. IIoT technology can connect like-machines across an organization or several organizations to show a more complete picture of how machines perform under an array of conditions. This includes when they are most likely to breakdown or characteristics that can indicate a serious issue is looming on the horizon.

Leveraging The Digital Twin

To be certain, a digital twin and the technological concepts it relies on are no substitute for a skilled workforce. Those autonomous vacuums don’t dust or polish just yet. However, digital twins can inform and supplement your skilled workers to better utilize their machinery and improve operations overall. By now, it should be clear that implementing the concept of a Digital Twin within your organization can yield real benefit. Consider adding this invaluable tool as a complement to your business operations and remain competitive.

Epicor ERP delivers this technology in the form of a production environment. This component of the solution allows users to map their entire production process or even back-office process for simulated activities. This way, any company using Epicor ERP can experiment with their mad scientist and what if we tried this ideas on how to improve operations without the hassle of interrupting day-to-day operations. The result is a fine-tuned approach to process improvement that can be utilized in real-time after pushing the changes into the live Epicor ERP environment.

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.


Once upon a time, ERP systems were reserved for companies with hundreds and often thousands of employees, multiple locations, and even global points of operation. Who ever thought of evaluating ERP For start-ups?

Those days are gone, ERP has been re-imagined and redesigned to fit the build for companies of just about any size. These powerful and affordable software solutions can streamline your daily operations and make your start-ups success much easier to achieve.

While you may still think your start-up, small or medium business isn’t ready for ERP, you may be missing out on some essential tools that will set you up for positive outcomes and scale as you grow. You may be small now, but that won’t be the case for long. You may already have more business than you can handle.

In any case, you need to be able to manage the company operations and responsibilities to your stakeholders, staff, and customers. Evaluating ERP for start-ups is the first step into satisfying those responsibilities and making good on your obligations.

ERP will make your start-up run more efficiently, drive consistent outcomes, and deliver the data you need to inform business decisions.

This data comes from all the departments of your organization, including finance, sales, operations, inventory, and more. It delivers your staff a single source of truth they can rely on to improve their performance and deliver on the expectations your start-up must satisfy to succeed.

Here are just a few ways to begin evaluating ERP for start-ups.

When to Begin Evaluating ERP For Start-Ups

While each unique situation will dictate the process of evaluating ERP for start-ups, these indicators will reinforce the idea that it’s time to start looking. The more these examples crop up in your day to day, the stronger a candidate you are for implementation.

Waste Is Plentiful – Whether it’s time or capital, waste is one of the biggest contributing factors to a start-up’s success. Whether you are building widgets or delivering a service, processes that produce waste leave room for improvement. This is one of the areas of business management that ERP shines most.

Consolidating software and housing all your data in one central location is perhaps one of the most valuable moves your start-up can make. It cuts out the time spent searching for reports and invoices or delays when production materials can’t be found in the warehouse or worse, were never ordered when safety stock ran low.

Demand Is Outpacing Delivery – Not entirely a bad problem to have, right? Think again. If you get a reputation for missing deadlines and leaving customers with a sour taste in their mouth after doing business with you, know your competitors are waiting to step in and deliver.

Customer Relationship Management, production planning, scheduling, and Sales Management tools provided by ERP solutions ensure you have the tools you need to manage volume with a lean staff, budgets, and space.

Erroneous and Duplicate Data Is Abundant – Multiple points of data entry between disparate systems slow down your operations. It also leaves room for errors and errors can end up costing your critical customer accounts.

ERP ensures you only need to enter data once. That data can easily be verified within that same system. Add to that the risk of human error at the point of entry is kept to a minimum and your business does not suffer.

This means data used downstream is more likely to be accurate and ensure your orders, supply chain, and analytics give a true picture of your start-up’s performance.

You’re Missing the Forest For The Trees – the metaphor may seem obscure, but it’s about as apt as can be when we’re talking about access to the bigger picture of your business’ performance.

ERP will give your start-up the visibility it needs to see how you’re delivering on KPIs, grant access to analytics that illustrate where investments need to be made or scaled back, and superior reporting tools that show everyone you’re on the right track.

What to look for when Evaluating ERP For Start-Ups

By now, it should be clear that ERP can be a real boon to businesses at any size. However, for the start-up environment, there are specific qualities that make some ERP solutions better suited than others. Here are the most basic qualities you can evaluate in your search.

Cost vs. Price – while the two words may seem interchangeable, when it comes to ERP they most certainly are not. The true cost of not implementing an ERP system can easily be higher than shouldering the price of purchase.

Price is also not about what you can afford right here, right now. Keep in mind that sticker shock is just as real for enterprise-wise software. However, we have to remember that these are powerful systems that take a lot of time and engineering to develop. Not to mention save resources immensely but cutting down errors and non-revenue generating tasks. Fortunately, grants, tax write-offs, and financing are available to make the lessen the impact of the purchasing process on your overall business operations.

That said, the price of your system should be in line not only for the tools you need now but also those necessary to facilitate easy expansion as you grow. Which leads to the next characteristic to consider when Evaluating ERP for start-ups, scalability.

Scalability – Often, businesses evaluate ERP software vendors and decide what they have to offer is too rich and expansive for what they need here and now. That may be true. Instead, they may opt for a static product that is meant for small-scale operations that don’t expand capability or functionality as a business grows.

You also need to consider the future development of the product. Patches, updates, and versions that build on the ERP’s current state are essential to keep up with Industry as a whole.

It’s important to understand where your ERP vendor’s vision for their product will lead. Does that vision for the future include the functionality your business will need to remain competitive? Are they developing tools to enhance UI, automate manual processes, and facilitate superior eCommerce or self-service portal interactions?

Scalability is also a consideration for those evaluating open-source ERP solutions. Open source ERP vendors might only develop a product up to a certain point, package it, and sell it. Further development may cost significantly, fall on your shoulders directly, or be left up to the user community at large.

Accessibilitythink about who is going to use this system. Will they find it intuitive? How much training will they need before they can use the ERP system to its full potential? What about ongoing maintenance and customization to your unique business components?

Accessibility also means permission. Can you easily segment who gets to see what in the system or is it a free for all with the data available?

When evaluating ERP for start-ups, make sure to get plenty of demos that include your company workflow. If possible, get an NDA in place so you can see that workflow in real-time with your own data. This will give you the best picture of what is possible and how transactions, projects, and reporting progress within any given ERP solution.

Who to consider as a partner when Evaluating ERP for Start-Ups

If you’re currently Evaluating ERP for a start-up, this information is probably quite intimidating. Fortunately, you don’t have to go through the process alone. Vendors, consultants, value-added resellers, industry peers, investors and stakeholders all have a vested interest in your success.

Consider what it means to partner with an experienced implementer and reap the benefits of streamlined project methodology, knowing where to avoid pitfalls, achieve quantifiable milestones, and lead to Go-Live success.

Encompass Solutions here to help, let’s talk about where you’re going next.

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.