Kinetic, the new name of Epicor ERP, is the cloud ERP solution built with manufacturers, for manufacturers. Accelerate your growth and gain momentum to maximize profitability and position your business for the future of manufacturing.

Capture the true value of cloud ERP with Kinetic. An intuitive, configurable, and guided user experience with embedded learning helps you maximize your profitability with real-time business intelligence and built-in collaboration tools. Kinetic has the functionality you need to run a modern, future-ready business poised to capitalize on data, transform digitally, and innovate without limits.

Upgrading To Kinetic

  • If you are currently running on a previous version of Epicor ERP listed below on-premises, and you upgrade to Kinetic on-premises, there will be no license change as it’s just considered an upgrade within the same deployment
  • If you choose to move to the cloud from an on-premises, there will be a license change to transition to the SaaS deployment

This table provides a quick overview of how your licensing is impacted when you upgrade to Kinetic

Upgrading to Kinetic table

Upgrade Services Program

You can do your upgrade to the latest Kinetic release on-premises or cloud with the help of the Encompass consulting and Managed Services teams. We offer the services and tools to help contribute to your successful upgrade.

The Epicor Signature Methodology is leveraged in every Epicor Professional Services engagement to implement and upgrade your ERP software. Decades of successful software implementations and upgrades have refined the program, resulting in minimized risk, cost, and business disruption. The process of upgrading has driven the need for a specific upgrade methodology to move to the latest Kinetic release. The upgrade program incorporates the elements needed from the upgrade Signature Methodology with the additional assistance your business may need—including technical consulting, customization services, reporting services, configurator services, EDI services, and onsite business consulting

Cloud Upgrade Services

Moving to the cloud has never been easier. Epicor has invested in secure, cloud-enabled tooling and services that provide a system analysis before the upgrade, as well as an environment for packing and delivering business-specific upgrade elements such as data conversion and customizations.

Epicor offers rapid data conversion services that include data cleansing and post-upgrade reconciliation analysis. To reduce the upgrade timeline, we deploy Cloud View where users can use a secure cloud environment to learn and test their release and self-upgrade customizations and reports. To assist with more complex customizations,  à la carte conversion services are also available. Finally, as employee adoption is critical to the success of the release, Epicor Learning offers education via the cloud-based Epicor Learning Center (ELC).

Upgrading to Kinetic infographic

 

Adopting the New User Experience

The new browser-based user experience is one of the biggest benefits you get when upgrading to Kinetic. You can adopt the new UX at your own pace to minimize business disruption with our phased approach. We recommend you start getting familiar by using the Kinetic Home Page. It’s the easiest way to introduce the new user experience and get access to great onboarding features like the Help and Support Panel where you can access contextual and guided training. For more information, please refer to the Getting Started with the Kinetic User Experience Guide, which is located on the EpicWeb Kinetic UX Resources Site, the one-stop shop for everything related to new user experience adoption.

After you upgrade, to assist with the change management process, you can continue using the classic user interface (UI) but there are important lifecycle details you need to consider:

With Kinetic 2021.1, Epicor will no longer continue enhancing the classic UI. Critical and compliance updates will be available for 2 years, but new functionality will only be added to the new browser-based Kinetic UI going forward. After 2 years, the classic UI and the classic and modern shells will be available in the software but not updated After 3 years from the release of Kinetic 2021.1, the classic UI, and classic and modern shells will be removed from the Kinetic application.

What happens to my existing customizations?

Your existing classic customizations are not going away when you upgrade to Kinetic 2021.1. They will continue to work in the Classic user interface alongside the Kinetic UX forms you have enabled, so you can adopt the new user experience at your own pace without business disruption. If you have customization attached to a form that has been converted to Kinetic, by default the application opens it in the classic UI.

From Customization to Low/No Code Configuration

There is a program in place to uplift your existing classic customizations to the new user experience. We’ll guide you during the transition with resources and programs to facilitate the upgrade and end-user adoption process. You can run it during the upgrade to Kinetic or any time after. The Professional Services team can help you get started. For more information regarding the new Kinetic user experience, you can access the EpicWeb Kinetic UX Resources site which contains helpful resources and it’s constantly updated.

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.


Kinetic 2021.2 utilizes the Epicor manufacturing industry knowledge to deliver a best-in-class solution for your business. 2021.2 features include Application Studio enhancements, new integrations, and so much more. For the 2021.2 upgrades, customers on cadence will have five weeks to test before the Production upgrade scheduled for October 23-24.

What’s New in Kinetic 2021.2

More details will be released, but a few highlights include:

  • Country of Origin at the Lot level​
  • Application Studio improvements
  • Integration​ with KBMax
  • Advanced Unit of Measure developments for multi-company
  • Additional enhancements to the experience transformation continue in 2021.2
  • And so much more​​

For more upgrade details please visit:

Important Dates

On Cadence Customers

Update and upgrade window information will be published closer to their dates.

Date​

Event

​Details

Friday, September 10, 2021​

Deadline for Flex customers  Flex customers must submit an EpicCare ticket indicating their preference to defer their upgrade to one of the alternate upgrade dates by 5:00 PM Central Time Friday, September 10. Flex customers that do not submit a ticket will follow the cadence upgrade and update schedule.

Friday, September 17, 2021​ – ​Satur​day, September 18, 202​1

2021.2 Pilot/additional Environments Upgrade  Your Kinetic Pilot/additional environments will be upgraded to 2021.2.1 Starting Friday, September 17 at 12:01 AM – Saturday, September 18 at 11:59 PM, your Pilot/additional Environments will be unavailable while Epicor performs your upgrade.

There are five weeks to test in the Pilot. Between the Pilot upgrade to Production, there will be one​ update (2021.2.3) for customers on cadence.​

Tuesday, October 12, 2021​​

2021​.2.3 Pilot/additional Environments Update Quality enhancements to your Pilot and any additional environments.

Tuesday, October 19, 2021

UBC Opt-in Deadline UBC Opt-in:

  • Multi-Tenant and Express customers (legacy cloud customers)
    If Multi-Tenant and Express customers want Epicor to move your unique business components (UBCs) from your Pilot environment to your Production environment, you must submit an EpicCare ticket to opt into the process by Tuesday, October 19 at 5:00 PM Central Time. If you do not submit an EpicCare ticket to opt into the process, the UBCs from your Pilot environment will not be moved by Epicor to the Production environment.
  • Public Cloud customers (Azure)
    Customers on the public cloud that would like to move your unique business components (UBCs) from your Pilot environment to the Production environment, please refer to KB0035160 for instructions, or attend the complimentary “Upgrading Custom Items in Cloud Environments – Classic” course from Epicor University.

Saturday, October 23, 2021​ – ​Sunday, October 24, 202​1

2021.2.3 Production System Upgrade It’s your upgrade weekend! While Epicor upgrades your production system to Kinetic 2021.2.3, your system will be unavailable for several hours during this time.

Tuesday, November 2, 2021

2021.2.5  Pilot/Additional
Environments Update​
Quality enhancements to your Pilot and any additional environments.

Update window: Tuesday, November 2, 7:00 PM – 11:59 PM Local Server Time​​

Saturday, November 6, 2021 – Sunday, November 7, 2021

2021.2.5 ​Production System ​Update Quality enhancements to your Production environment.​

Update window: Saturday, November 6, 4:00 PM – Sunday, November 7, 10:00 AM Local Server Time​

Tuesday, November 30, 2021

2021.2.7 Pilot/Additional
Environments Update
Quality enhancements to your Pilot and any additional environments.

Update window: Tuesday, November 30, 7:00 PM – 11:59 PM Local Server Time​​

Saturday, December 4, 2021 – Sunday, December 5, 2021

2021.2.7 Production System Update Quality enhancements to your Production environment.​

Update window: Saturday, December 4, 4:00 PM – Sunday, December 5, 10:00 AM Local Server Time

Tuesday, January 11, 2022

2021.2.9 Pilot/Additional
Environments Update
Quality enhancements to your Pilot and any additional environments.

Update window: Tuesday, January 11, 7:00 PM – 11:59 PM Local Server Time

Saturday, January 15, 2022 – Sunday, January 16, 2022​

2021.2.9 Production System Update Quality enhancements to your Production environment.​

Update window: Saturday, January 15, 4:00 PM – Sunday, January 16, 10:00 AM Local Server Time

Tuesday, February 15, 2022

2021.2.11 Pilot/Additional
Environments Update​
Quality enhancements to your Pilot and any additional environments.

Update window: Tuesday, February 15, 7:00 PM – 11:59 PM Local Server Time​​

Saturday, February 19, 2022 – Sunday, February 20, 2022​

2021.2.11 Production System Update Quality enhancements to your Production environment.​

Update window: Saturday, February 19, 4:00 PM – Sunday, February 20, 10:00 AM Local Server Time​

Tuesday, March 15, 2022​

2021.2.13 Pilot/Additional
Environments Update​
Quality enhancements to your Pilot and any additional environments.

Update window: Tuesday, March 15, 7:00 PM – 11:59 PM Local Server Time​​​

Saturday, March 19, 2022​

– Sunday, March 20, 2022​

2021.2.13 Production System Update Quality enhancements to your Production environment.​

Update window: Saturday, March 19, 4:00 PM – Sunday, March 20, 10:00 AM Local Server Time​​

 

Note: dates are subject to change.

Flex Customers

Pilot upgrade dates will be communicated closer to the date.​The deadline to submit your Flex option is Friday, September 10 at 5:00 PM Central Time through an EpicCare ticket. Flex customers that do not submit a ticket will follow the cadence upgrade and update schedule.​

Date​

Event

​Details

Friday, September 10, 2021​

Deadline for Flex customers Flex customers must submit an EpicCare ticket indicating their preference to defer their upgrade to one of the alternate upgrade dates by 5:00 PM Central Time Friday, September 10. Flex customers that do not submit a ticket will follow the cadence upgrade and update schedule.

Week of December 13, 2021

Flex Option #1:
2021.2 Pilot/additional Environments Upgrade
For Flex Option #1 customers, your Pilot system, Education environment, and additional environments will be unavailable while Epicor performs your upgrade to 2021.2.7, but don’t worry—your Production system will not be affected by the new release. Once it is complete, log in to your Pilot system (and other environments) to start exploring what’s new.

Week of January 31, 2022

Flex Option #2:
2021.2 Pilot/additional Environments Upgrade
For Flex Option #2 customers, your Pilot system, Education environment, and additional environments will be unavailable while Epicor performs your upgrade to 2021.2.9, but don’t worry—your Production system will not be affected by the new release. Once it is complete, log in to your Pilot system (and other environments) to start exploring what’s new.​

Saturday, January 22, 2022 – Sunday, January 23, 2022

Flex Option #1
2021.2 Production System Upgrade
Flex Option #1 customers: it’s your upgrade weekend! While Epicor upgrades your Production system to Kinetic 2021.2.9, your system will be unavailable for several hours during this time.

Saturday, March 5, 2022​

– Sunday, March 6, 2022​

Flex Option #2
Production System Upgrade to 2021.1
Flex Option #2 customers: it’s your upgrade weekend!​ While Epicor upgrades your Production system to Kinetic 2021.2.11, your system will be unavailable for several hours during this time. ​

Note: dates are subject to change.

How to Prepare

Epicor will upgrade your Pilot system and any additional environments seven weeks before Production for customers on cadence. This will provide an opportunity to explore the functionality updates in 2021.2 without affecting your Production system.

As a best practice, please use this time to review and make any necessary changes to your Unique Business Components (UBCs)—custom reports, BAQs, BPMs, User Interface customizations, etc.—to ensure everything continues to operate as expected. There will be more information regarding sample test plans and more that will be made available to you on EpicWeb Documentation.

Flexing Your Kinetic 2021.2 Upgrade

Subscribers to the Epicor Public Cloud Flex Option can follow the same schedule, but you have the option to defer your upgrade to Kinetic release 2021.2. Below are the two date options for your flex upgrade. Please note the deferred upgrades continue to have the standard four weeks to test. If you are a Premium Flex Test subscriber, please communicate your preferences by the same deadline and process below.

Pilot ​Production
​Option 1: ​Week of December 13, 2021 January 22-23, 2022
​Option 2: ​Week of January 31, 2022​ March 5-6, 2022

Pilot upgrade dates will be communicated closer to the date.
If you choose to defer, you must submit an EpicCare ticket by Friday, September 10 with your selected upgrade date (Option 1 or Option 2), and Epicor will send you a personalized confirmation with your instructions. Epicor must receive your deferral no later than Friday, September 10. If you do not choose to defer, Epicor will keep you on cadence and automatically upgrade your Production system in October 2021.

Note: If you choose to defer your upgrade, you will not receive any 2021.2 updates after the 2021.1 upgrade. Epicor only hosts the upgrade webinars on September 1 & 2, but replays are accessible at any time afterward as documentation on EpicWeb. If you defer, you are strongly encouraged to either attend or watch the replay so you are aware of the upgrade process.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, 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.


As part of the transition to the new user experience in Kinetic (the new name of Epicor ERP), we have a path to upgrade your existing customizations in the Classic user interface to low/no code configurations in Application Studio.

 

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 has announced the upcoming major product upgrade of Epicor Kinetic 2021.1 in April 2021. This upgrade not only represents a major milestone in the advancement of manufacturing solutions from Epicor, but also a complete rebranding of the Epicor ERP solutions as Epicor Kinetic.

Epicor Kinetic 2021.1 represents decades of the Epicor manufacturing expertise fully reimagined for today’s modern workforce and digital business. Given the such depth of enhancements in this upgrade, the standard testing timeframe for customers on cadence has been extended from four weeks to seven weeks.

What’s New in Epicor Kinetic 2021.1

More details will be released, but a few highlights include:

A Transformed User Experience

Enjoy the fresh look and intuitive design of all your most-used screens and forms – now accessible in a web browser – as the user experience transformation is getting closer to completion.

Expanded Capabilities of Application Studio

Your daily users will appreciate what your power users already know – This robust low/no code toolset is more feature-rich and intuitive to help even the casual user personalize screens to work faster and smarter.

Improved Help & Support Panel

With so many new features, it’s important to have quick and easy access to help when you need it. The Help & Support panel now features familiar type-head predictive search results and more ways to personalize your favorite topics.

Important Dates For Epicor Kinetic Upgrades

For cadence customers

Date​

Event

​Details

Wednesday, April 14, 2021

Data Refresh in Pilot For all live Public Cloud customers staying on cadence, your pilot database will be automatically refreshed this day. Additional environments are not automatically refreshed, but if you would like them to be, please submit a case in EpicCare by Friday, April 9.

For implementing customers staying on cadence, your pilot database will not be automatically refreshed, unless you submit an EpicCare ticket requesting a refresh by Friday, April 9. Please note that you will not be able to have your database refreshed from Production to Pilot during the upgrade testing period.

Thursday, April 15, 2021

Data Refresh in Pilot for MT/Express

For all legacy Multi-tenant and Express customers, your pilot database will be automatically refreshed this day.

Friday, April 16, 2021 –

Saturday, April 17, 2021

Pilot System Upgrade to 2021.1 During this time, your Pilot system, Education environment, and additional environments 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 other environments) to start exploring what’s new.

Sunday, April 18, 2021 –

Friday, June 4, 2021

Extended Testing Timeline

There are seven weeks to test in the Pilot. Between the upgrade from Pilot to Production, there will be two updates for customers on cadence.

Tuesday, May 11, 2021

Pilot System Update to 2021.1.2 Your Pilot system and additional environments will be updated to include quality enhancements.

Tuesday, June 1, 2021

Pilot System Update to 2021.1.3

This will be the second and last update before the upgrade to Production

Tuesday, June 1, 2021

UBC Opt-In Deadline
  • Multi-tenant and Express customers (legacy cloud customers)
    If Multi-tenant and Express customers want Epicor to move your unique business components (UBCs) from your Pilot environment to your Production environment, you must submit an EpicCare ticket to opt into the process. If you do not submit an EpicCare ticket to opt into the process, the UBCs from your Pilot environment will not be moved by Epicor to the Production environment.

 

  • Public Cloud customers (Azure)
    Customers on the public cloud that would like to move your unique business components (UBCs) from your Pilot environment to the Production environment, please refer to KB0035160 for instructions, or attend the complimentary “Learn How to Manage Your Unique Business Components” course from Epicor University.

Saturday, June 5, 2021​ –

​Sunday, June 6, 2021

Production System Upgrade to 2021.1.3

Your upgrade weekend arrives! While Epicor upgrades your Production system to Epicor Kinetic 2021.1.3, your system will be unavailable for several hours during this time.

 

Flex Customers

Date​

Event

​Details

Friday, April 9, 2021

Deadline for Flex Customers  Deadline for customers purchasing the Flex option to submit an EpicCare ticket indicating your preference to defer your upgrade to one of the alternate upgrade dates listed below.

Week of June 21, 2021

Flex Option #1:
Pilot System Upgrade
For Flex Option #1 customers, your Pilot system, Education environment, and additional environments 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 other environments) to start exploring what’s new.

Week of July 19, 2021

Flex Option #2:
Pilot System Upgrade
For Flex Option #2 customers, your Pilot system, Education environment, and additional environments 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 other environments) to start exploring what’s new.

Friday, July 24, 2021 –

Saturday, July 25, 2021

Flex Option #1
Production System Upgrade to 2021.1
Flex Option #1 customers: your upgrade weekend arrives! While Epicor upgrades your Production system to Epicor Kinetic 2021.1, your system will be unavailable for several hours during this time.

Friday, August 21, 2021 –

Saturday, August 22, 2021

Flex Option #2
Production System Upgrade to 2021.1

Flex Option #2 customers: your upgrade weekend arrives! While Epicor upgrades your Production system to Epicor Cloud ERP Kinetic 2021.1, your system will be unavailable for several hours during this time.

Note that dates are subject to change.

How To Prepare

Epicor will upgrade your Pilot system and any additional environments seven weeks before Production for customers on cadence. This will provide an opportunity to explore the functionality updates in 2021.1.1 without affecting your Production system.

As a best practice, please use this time to review and make any necessary changes to your Unique Business Components (UBCs)—custom reports, BPMs, User Interface customizations, etc.—to ensure everything continues to operate as expected. There will be more information regarding sample test plans and more that will be made available to you on EpicWeb Documentation.

Flexing Your Epicor Kinetic 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 Kinetic 2021.1. Below are the two date options for your flex upgrade. Please note the deferred upgrades still have the usual four weeks to test. If you are a Premium Flex Test subscriber, please communicate your preferences by the same deadline and process below.

Pilot ​Production
​Option 1: ​Week of June 21, 2021 ​July 24-25, 2021
​Option 2: ​Week of July 19, 2021 ​August 21-22, 2021

Pilot upgrade dates will be communicated closer to the date.

If you choose to defer, you must submit an EpicCare ticket by Friday, April 9 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, April 9. If you do not choose to defer, we’ll keep you on cadence and automatically upgrade your system in June 2021.

Note: If you choose to defer your upgrade, you will not receive any 700.x updates after the 10.2.700.12 update. We only host the upgrade webinars on April 6 and April 7, but replays are accessible at any time afterward 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.

Next Steps

1. Watch the “What’s New in Epicor Kinetic 2021” Webcast Replay

The webcasts were held in early April. If you were not able to attend or need a refresher, we encourage you to watch the replay to understand how to prepare, ways to leverage the new functionality for driving business growth and be aware of the upgrade process. The link to view on demand is coming soon!

2. Before Your Upgrade

Take a look at all of your Epicor Kinetic 2021.1 resources in Documentation – available mid-April. Particularly useful documents include:

  • What’s New via the Feature Summary
  • Upgrade Guide
  • Change list in the Release Notes document

3. During Your Testing Window 

  • Resolve any issues with your configurations
  • Test your business flow in critical areas
    *Testing tip: print customer-facing documents
  • Review daily, weekly, and monthly processes

And as a reminder, reach out to your Encompass CAM or 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. 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 has announced the upcoming Epicor ERP Cloud 11.1.100 upgrade in April 2021. Epicor ERP Cloud E11 is a major product upgrade and represents decades of the Epicor manufacturing expertise fully reimagined for today’s modern workforce and digital business. Given the such depth of enhancements in this upgrade, the standard testing timeframe for customers on cadence has been extended from four weeks to seven weeks.

Epicor ERP 11 will become generally available in mid-June, 2021.

What’s New in Epicor ERP 11.1.100

More details will be released shortly, but a few highlights include:

  • A transformed user experience
    Enjoy the fresh look and intuitive design of all your most-used screens and forms – now accessible in a web browser – as the user experience transformation is getting closer to completion.
  • Expanded capabilities of Application Studio
    Your daily users will appreciate what your power users already know – This robust low/no code toolset is more feature-rich and intuitive to help even the casual user personalize screens to work faster and smarter.
  • Improved Help & Support Panel
    With so many new features, it’s important to have quick and easy access to help when you need it. The Help & Support panel now features familiar type-ahead predictive search results and more ways to personalize your favorite topics.

Date​

Event

​Details

Tuesday, April 6, 2021, &

Wednesday,​ April 7, 2021

Upgrade webinars Upgrade webinars are held, recorded, and posted as documentation in EpicWeb. Please plan to join or watch the replay so you are aware of the upgrade process. Webinar registration information will be sent in mid-March.

Friday, April 9, 2021

Deadline for Flex customers 

Deadline for customers purchasing the Flex option to submit an EpicCare ticket indicating your preference to defer your upgrade to one of the alternate upgrade dates listed below

Friday, April 16, 2021 –

Saturday, April 17, 2021

Pilot system upgrade to 11.1.100.0 During this time, your Pilot system and additional environments 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 other environments) to start exploring what’s new.

Friday, April 16, 2021 –

Saturday, April 17, 2021

Extended testing timeline

There are seven weeks to test in the Pilot. Between the upgrade to Pilot to Production, there will be two updates for customers on cadence.

Tuesday, May 11, 2021

A pilot system update to 11.1.100.2 Your Pilot system and additional environments will be updated to include quality enhancements.

Tuesday, June 1, 2021

A pilot system update to 11.1.100.3

This will be the second and last update before the upgrade to Production

Tuesday, June 1, 2021

UBC Opt-In Deadline

  • Multitenant and Express customers (legacy cloud customers)
    If Multitenant and Express customers want Epicor to move your UBCs from your Pilot environment to your Production environment, you must submit an EpicCare ticket to opt into the process. If you do not submit an EpicCare ticket to opt into the process, the UBCs from your Pilot environment will not be moved by Epicor to the Production environment.
  • Public Cloud customers
    Dedicated tenant customers that would like to move your UBCs from your Pilot environment to the Production environment, please refer to KB0035160 for instructions, or attend the complimentary “Learn How to Manage Your Unique Business Components” course from Epicor University.

Saturday, June 5, 2021​ –

​Sunday, June 6, 2021

Production system upgrade to 11.1.100.3

Your upgrade weekend arrives! While Epicor upgrades your production system to Epicor Cloud ERP 11.1.100.3, your system will be unavailable for several hours during this time.

*Note that dates are subject to change.

How to Prepare For The Epicor ERP Cloud 11.1.100 Upgrade

Epicor will upgrade your Pilot system and any additional environments seven weeks before Production for customers on cadence. This will provide an opportunity to explore the functionality updates in 11.1.100 without affecting your Production system.

As a best practice, please use this time to review and make any necessary changes to your Unique Business Components (UBCs)—custom reports, BAQs, BPMs, User Interface customizations, etc.—to ensure everything continues to operate as expected. There will be more information regarding sample test plans and more that will be made available to you on EpicWeb Documentation.

Flexing Your Epicor ERP Cloud 11.1.100 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 11.1.100. Below are the two date options for your flex upgrade. Please note the deferred upgrades still have the usual four weeks to test. If you are a Premium Flex Test subscriber, please communicate your preferences by the same deadline and process below.

Pilot ​Production
​Option 1: ​Week of June 21, 2021 ​July 24-25, 2021
​Option 2: ​Week of July 19, 2021 ​August 21-22, 2021

Pilot upgrade dates will be communicated closer to the date.

If you choose to defer, you must submit an EpicCare ticket by Friday, April 9 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, April 9. If you do not choose to defer, we’ll keep you on cadence and automatically upgrade your system in June 2021.

Note: If you choose to defer your upgrade, you will not receive any 700.x updates after the 10.2.700.12 update. We only host the upgrade webinars on April 6 and April 7, but replays are accessible at any time afterward 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.

Next Steps

Watch for additional information about the upcoming upgrade. You will be invited to join educational webinars on April 6 and April 7 to learn more about Epicor ERP 11.1.100, 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 Encompass 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. 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.


Business leaders who choose to deploy an enterprise resource planning (ERP) solution on premises in an increasingly cloud-trending world have several reasons for their decision. Many choose to keep their system on premises because they are inexperienced with and wary of cloud-based software. Others are concerned they have insufficient resources to move to a cloud solution because their existing system is full of customizations that will complicate migration processes. Some prefer on premises ERP because they feel it better supports regulatory requirements such as ITAR or FDA compliance. Regardless of why your business has chosen on premises over cloud-based ERP, your choice doesn’t have to limit your ability to compete with the companies whose capabilities are elevated by the cloud.

 

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, 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.


Think of all of the reasons you chose Epicor ERP in the first place. Perhaps it was for greater visibility, efficiency, and productivity. Perhaps it was as a foundation for innovation, transformation, and growth. In a world increasingly shaped by digital transformation and Industry 4.0 technologies, every year brings smarter ways to achieve all of these objectives. It’s only by evolving along with technology that you can take advantage of change—and stay competitive. Here are 4 compelling reasons why it is essential to make the move to the latest version of Epicor ERP.

 

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, 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.


Today’s business is under pressure to keep moving—to compete in the global marketplace, drive new levels of customer loyalty, and attract the talent your business needs to propel growth. Running the latest version of Epicor ERP today is essential to taking advantage of the opportunities of tomorrow. Upgrading can be disruptive, but it doesn’t need to be. Through successfully supporting hundreds of customers through upgrades, Epicor has developed the four key steps to making your move easier.

 

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, 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.


Greno Industries hosted an onsite Epicor Value Exchange Workshop to improve their understanding of Epicor systems, prepare for an upcoming upgrade and facilitate workforce training from experienced Epicor consultants. Greno Industries, headquartered in Schenectady, NY, offers machined parts for steam and gas turbines, generators, compressors and pumps, pulp and paper, and mining, among others. They are looking to expand into other industry verticals.

Success Highlights

Challenges

  • Underutilization of Epicor 10.2.300.2
  • Prepare for an upgrade to the next version of Epicor ERP
  • Leverage the expertise of Epicor account professionals in-person

Solution

  • Epicor® Value Exchange Workshop – Epicor ERP Education and Training

Benefits

  • Creating better processes as Greno Industries move more into aerospace
  • Better utilization of basic Epicor functionality (Dashboards and BPMs)
  • Bring disparate systems together
  • True implementation of scheduling visibility
  • Better capture of indirect labor costs

 

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.