It has come to our attention that recent Microsoft updates have impacted a number of 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, 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 afore mentioned 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 this 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 version 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 Window 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 Window 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, 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.


On Tuesday, April 6th, Epicor has announced that going forward Epicor ERP, it’s 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 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 cloud and it’s 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, 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 part of the Epicor Cloud ERP 10.2.700 Update, Epicor Cloud ERP pilot instances will upgrade to the newest release in September 2020. Read on to learn what new business value awaits and how to prepare.

What’s New In The Epicor Cloud ERP 10.2.700 Update

More details will be released as we near September 2020, but a few highlights include:

  • Cloud Read-only Data Access—Safely and securely view your data in a read-only environment. Epicor ERP Cloud Data Access is a new offering that allows for read-only access to your Epicor ERP instance. This new offering gives freedom of access while also safeguarding data security and system integrity. Access to the database will be on a read-only basis, but also near real-time (within seconds) to provide high value, whether leveraged by you directly or by ISV partners via APIs.
  • Epicor Advanced Unit of Measure—Seamlessly conduct business in a different unit of measure. A new capability, primarily aimed at the metals industry and adjacent industries, provides the ability to buy and value material in one unit of measure and transact in a different unit of measure.
  • Epicor Data Analytics (EDA) Financial Reporting—Budgeting, forecasting, and planning simplified. EDA Budgeting and Planning will provide an easy-to-use solution for budgeting, forecasting, and planning. With EDA Budgeting and Planning, you will be able to create financial budgets from scratch or prior year actuals and generate a budgeting workflow process, eliminating the need for Excel spreadsheets.
  • Epicor Kinetic—Continuing the journey to provide a modern and intuitive user experience with Epicor Kinetic. With this release, Epicor Kinetic is focused on the transformation of maintenance screens and quote to cash process forms targeting high-impact maintenance and entry screens. New enhancements will be made to Epicor Application Studio, which allows you to tailor Kinetic forms with low/no code that won’t break during an upgrade.

How To Prepare For The The Epicor Cloud ERP 10.2.700 Update

Epicor will upgrade pilot systems one month before production systems. This will provide Epicor Cloud ERP customers a chance to explore the updates in 10.2.700 without affecting production systems.

As a best practice, please use this time to review and make any necessary changes to your Unique Business Components (UBCs). This includes any custom reports, BAQs, BPMs, User Interface customizations, etc. Effective testing will 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.

Important Dates

  • Friday, September 11, 2020
    Deadline for Flex customers to submit an EpicCare ticket indicating their preference to defer their upgrade to one of the alternate upgrade dates
  • What’s New in Epicor ERP Cloud 10.2.700 upgrade webinars are scheduled for mid-September. Register for one of the sessions to learn the latest about Epicor Kinetic, AppStudio, and Identity. If you cannot attend, they will be available on demand.
  • Friday, September 18, 2020 – Saturday, September 19, 2020
    Pilot system upgrade to 10.2.700. 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, October 13, 2020 
    Pilot system update to 10.2.700.2 and UBC Opt-In Deadline. The final version that will be loaded into your Production system will be 10.2.700.2, 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, October 17, 2020 – Sunday, October 18, 2020
    Production system upgrade to 10.2.700.2. Your upgrade weekend arrives! While Epicor upgrades your production system to Epicor Cloud ERP 10.2.700.2, your system will be unavailable for several hours during this time.

 Note that dates are subject to change.

Flexing Your Upgrade

Subscribers to the Epicor Public Cloud Flex Option can follow the same schedule.

Alternatively, you have the option to defer your upgrade to Epicor Cloud ERP 10.2.700.

Below are the two date options for your flex upgrade.

                      Pilot                                                                              Production

Option 1:    Week of Dec 14, 2020                                               Jan 23-24, 2021

Option 2:    Week of Jan 18, 2021                                                Feb 20-21, 2021

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 Friday, September 11, 2020. If you do not choose to defer, we’ll keep you on cadence and automatically upgrade your system in September 2020.

Note: If you choose to defer your upgrade, you will not receive any 600.x updates after the 10.2.600.11 update. We only host the upgrade webinars on September 16 and September 17, 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 The Epicor Cloud ERP 10.2.700 Update

The Epicor Cloud ERP 10.2.700 update is the second of two major upgrades in 2020, as part of the 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

Watch for additional information about the upcoming upgrade. You will be invited to join educational webinars on September 16 and September 17 to learn more about the Epicor Cloud ERP 10.2.700 update, 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.

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.