A New Epicor CPQ Release Is Coming Friday, October 21

Epicor is excited to announce the next major Epicor CPQ release on Friday, October 21, 11:00 PM – Saturday, October 22, 4:00 AM Eastern Time.

Read on to learn more and how to prepare for your upgrade.

What’s New in Epicor CPQ Release 4.1.7.3

This major release includes significant improvements, including modernizing the server framework and performance enhancements, especially for searching. This is also the first release that includes embedding Epicor’s new Automation Studio into the portal and a new 3D feature, Sketch and Extrude.

New features and enhancements include:

  • 3D Features/Enhancements
    • Sketch node and associated classes and UI
    • Circle with center and radius path
    • Utility to flip path direction
    • Automatically determine to extrude direction instead of defaulting to 0,0,1
    • Fix world transform of move sketch control point gizmo
    • Allow reordering paths and control points in the editor
    • Handle 3D paths
    • Mechanisms for Sizing Sketches
    • UI Shortcuts for creating new paths
    • Close sketch extrusion surfaces
    • Curve Path types for sketches
    • Positioning and orienting a sketch in 3d space
    • Add visualization renderer for sketches and paths
    • Sweep feature
    • Extrude feature
  • Update to .NET 6
  • Salesforce CPQ Integration enhancements
  • Embedded Automation Studio
  • Allow Quote Header fields to be marked “Searchable”
  • Elastic Search

You can learn more about each feature by visiting the CPQ Wiki and make sure to check out our What’s New video on Epicor Learning Center.

What to Expect
Here’s what you need to know about your upgrade:

Friday, October 21, 11:00 PM – Saturday, October 22, 4:00 AM Eastern Time
While Epicor upgrades your Production to 4.1.7.3, your system will be unavailable from Friday, October 21, 11:00 PM – Saturday, October 22, 4:00 AM Eastern Time.

Note after the upgrade: swap out the old extension with the new .NET 6-enabled extension for customers using an Extension.

Dates are subject to change.

As a reminder, reach out to EpicCare whenever you have a question or need application support. We hope you are excited about the new innovations coming soon to Epicor CPQ. Thank you for your continued support as an Epicor customer.

Subscribe to Status Alerts
Subscribe to receive additional email or text notices regarding routine updates, scheduled maintenance, or system outages at status.epicor.com.


It has come to our attention that recent Microsoft updates have impacted several users’ Epicor environments in terms of performance. These Epicor Client performance problems manifest most often in significantly decreased speeds and hang time when carrying out processes within the Epicor system. The updates causing the issues were released by Microsoft in both February and April of 2021. Sr Principal Engineer, Epicor ERP Technical Support, Nathan Anderson, has identified one potential resolution in the form of an Epicor Preview Microsoft Fix.

Keep in mind, that his article is not a formal recommendation for any one business in particular. This potential fix may be able to alleviate a system’s poor performance as a result of those aforementioned Microsoft updates. Each customer will need to determine whether or not this fix is appropriate for their system after due consideration of the variables as summarized in KB0108621 and elsewhere. This fix is only meant to remedy system performance issues until an official solution is provided by Microsoft through their official update channel.

A Statement From Nathan Anderson

The steps to apply the preview Microsoft fix below are provided to try to help our customers that have been negatively impacted by these Microsoft updates until the official fix can be delivered by Microsoft through their normal update channel. Epicor ERP Support has made every effort to document this process in a way that would lead to the greatest chance of success while working with the conflicting interest of doing so as quickly as possible.

The steps that follow are technical in nature, and may be beyond what a specific user can successfully execute despite ERP Support’s efforts to streamline the steps to apply a fix to a product we don’t support using a process the author of this knowledge article was first exposed to applying the preview fix being discussed in this article. If there are challenges that prevent the successful application of this Microsoft preview fix, and while ERP Support would not be able to assist there are resources available that would be able to assist further including Epicor Professional Services and Epicor’s Partner network.

-Nathan Anderson
Sr Principal Engineer, Epicor ERP Technical Support

High-level Technical Information Regarding The Preview Fix From Microsoft

  1. This is an interim delivery mechanism for this preview fix as Microsoft will be rolling it into an upcoming Patch Tuesday– the specific date of which has not been set by Microsoft at this time.
  2. The preview fix will not need to be uninstalled for the official Windows patch to be applied when it is released through regular Microsoft update channels.
  3. The preview fix will lead to the same performance behavior outcome as the official fix. This is the final production quality fix.
  4. There is a Local Group Policy adjustment to apply the preview fix (this step will not be required with the official fix from Microsoft). The only difference between the official Windows update and this preview fix is the adjustment required for the preview fix.

Steps To Apply Epicor Preview Microsoft Fix

1. Log into the Windows machine in question with a user account that has local administrator rights, then click Start and launch winver.

Epicor Preview Microsoft Fix Step 1

2. When the About Windows form appears, locate and make note of the Windows version.

Epicor Preview Microsoft Fix Step 2a

Epicor Preview Microsoft Fix Step 2b

Epicor Preview Microsoft Fix Step 2c

Epicor Preview Microsoft Fix Step 2d

Epicor Preview Microsoft Fix Step 2e

 

3. Download the Microsoft hotfix for the Windows version identified in step 2 from the table below.

Windows Operating System version Link to Microsoft hotfix
Windows version 2004 and 20H2 Windows 10 (2004 & 20H2) Known Issue Rollback 040221 01.msi
Windows versions 1903 and 1909 Windows 10 (1903 & 1909) Known Issue Rollback 040221 01.msi
Windows version 1809 Windows 10 (1809) & Windows Server 2019 Known Issue Rollback 032321 01.msi

 

4. Locate the downloaded Microsoft hotfix .msi, and right-click > Install.

Epicor Preview Microsoft Fix Step 4

5. Click Next/Yes through the setup wizard, then click the Finish button when the Completed the Known Issue Rollback Policy Definitions Setup Wizard window appears.

Epicor Preview Microsoft Fix Step 5a

Epicor Preview Microsoft Fix Step 5b

Epicor Preview Microsoft Fix Step 5c

6. Click Start and launch Edit group policy.

Epicor Preview Microsoft Fix Step 6

7. Within Local Group Policy Editor, navigate to:

NOTE: The specific navigation for this step will be different based on the Windows version of the Microsoft fix installed. Only one of the following will be available–navigate to the subfolder node that begins with Windows 10

Computer Configuration > Administrative Templates > KB4601383 Issue 003 Rollback > Windows 10, version 1809 and Windows Server 2019

Epicor Preview Microsoft Fix Step 7a

OR
Computer Configuration > Administrative Templates > KB4601380 Issue 001 Rollback > Windows 10, version 1903

Epicor Preview Microsoft Fix Step 7b

OR
Computer Configuration > Administrative Templates > KB4598291 Issue 001 Rollback > Windows 10, version 2004

Epicor Preview Microsoft Fix Step 7c

8. Right-click on one of the following settings and select Edit
NOTE: The specific setting name for this step will be different based on the Windows version of the Microsoft fix installed. Only one of the following will be available– right-click > Edit on that setting.

Epicor Preview Microsoft Fix Step 8a

OR

Epicor Preview Microsoft Fix Step 8b

OR

Epicor Preview Microsoft Fix Step 8c

9. Select Disabled, then click Apply and OK.

Epicor Preview Microsoft Fix Step 9

10. Restart the machine to complete the process.

Epicor Preview Microsoft Fix Step 10

Video Recording of Epicor Preview Microsoft Fix 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, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


On Tuesday, April 6th, Epicor announced that going forward Epicor ERP, its flagship software solution for manufacturing industries, will be referred to as Epicor Kinetic and defined by the new Epicor Kinetic User Experience.

As the latest product update of Epicor ERP Cloud emerges in the form of version 11, this exciting change coincides with the many enhancements to functionality and overall user experience.

Epicor ERP Becomes Epicor Kinetic

Epicor ERP will “officially” become Epicor Kinetic with the general availability release on June 10, 2021. The initial product release will be called Epicor Kinetic 2021.1.

The ideal platform for manufacturers, Epicor Kinetic is a modern solution that serves the needs of businesses that make the things that keep the world moving. The recent evolution of Epicor Kinetic reveals a great new user experience that represents the lively, energetic impact of an entire ERP solution to accelerate business ambitions.

Top Epicor Kinetic User Experience Benefits

Technology is ever evolving. We’re continuously innovating to deliver the modern and intuitive applications your business needs to stay competitive today and tomorrow. Discover the top user experience benefits you get when upgrading to the latest release of Epicor Kinetic.

  1. Simplicity – Attract and retain talent with modern and intuitive applications that boost productivity and simplify everyday tasks. The Epicor Design System enables a simple and delightful user interface that provides a consistent experience across applications. Reduce training and user onboarding time with embedded guided learning and contextual education tools that enable users to learn as they go.
  2. Mobility – Browser-based user experience that provides the mobility you need to keep your business running anytime, anywhere. No matter if you’re visiting a client on the field, walking through the shop floor, or sitting at your desk, you’ll be able to easily access the system through the device and browser of your choice.
  3. Connectivity – Enable connections between users, business workflows, and processes. Extend technology beyond power users and incentive greater internal collaboration with solutions like Epicor Collaborate, Epicor IoT, and Epicor Virtual Agent.
  4. Efficiency – Happy employees are more productive and engaged. Complete tasks in less time and optimize processes. Everything is easily accessible through the main menu and the Home Page can be personalized by the user. Screens show the most relevant information and let you drill down into details with expandable panel cards as you need.
  5. Tailored Experience –  Create your own experience at a user or company level. We take system flexibility to the next level with Application Studio. Tailor applications with a best-practice approach in a low/no-code environment, that is compatible with the cloud and its upgrade resilient.

Reach out to Encompass for more information on how the Epicor Kinetic User Experience can help better manage your business today.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


Epicor ERP 10.2.700 Release Guide

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 the Industry.


Epicor-ERP-10.2.600-Release-Guide

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 the Industry.


Epicor-ERP-10.2.500-Release-Guide_Final

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 the Industry.


Epicor-ERP-10.2.400-Release-Guide

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 the Industry.


Epicor-ERP-10.2.300-Release-Guide

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 the Industry.


Epicor-ERP-10.2.200-Release-Guide

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 the Industry.


Epicor-ERP-10.2-Release-Guide

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 the Industry.