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 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 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-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.

 

  • Public Cloud customers (Azure)
    Customers on the public cloud that would like to move your unique business components (UBCs) from your Pilot environment to Production environment, please refer to KB0035160 for instructions, or attend the complimentary “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, 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 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 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.

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, 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.


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 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 in the near future, 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 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 Pilot. Between the upgrade to Pilot to Production, there will be two updates for customers on cadence.

Tuesday, May 11, 2021

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

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-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.
  • Public Cloud customers
    Dedicated tenant customers that would like to move your UBCs from your Pilot environment to 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 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.

Next Ste​​ps

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


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As the new year begins for National Tube Supply, they look forward to the first full year using their brand new Epicor 10 system. It’s been a long haul for them, and us, taking nearly three years to implement.

Epicor delivered a massive update to their system between the beginning of the project and E10 release. Based on the improvements of the system and NTS’ needs, the decision was made by their management team to bypass Epicor 9, going directly to Epicor ERP 10 and the most modern version of the Epicor ERP solution at the time. 

National Tube Supply Epicor 10 Upgrade Goes Live

The ribbon was cut on their new system on November 27, 2016, and NTS was able to start shipping and invoicing on the second day. There were only minor cleanups to take care of and a few hiccups related to the requested customization to their system. NTS has the highest level of customization of any Encompass Solutions partner. After creation, tuning, fine-tuning, and even writing their own staff user manuals, NTS hit the ground running.

an image of the manufacturing floor at a National Tube Supply facility

The driving factor to upgrade NTS’ preexisting Verticent system to Epicor was an effort to remain competitive. National Tube Supply has four different warehouses in North America (in both the US and Canada), and further refining their inventory planning and tracking was their number one priority.

“Several of our standard modules are working very well for NTS, but the true power of an Epicor system lies in the custom features we build into the ERP. Encompass introduced barcoding to the job picking process, vastly reducing the man-hours needed to assemble an order and generate the paperwork needed to track and ship it. Geographic data based on the customer’s location and the availability of product across the network of warehouses allowed us instantly create orders with not only multiple destinations but multiple sources of product. The process finishes with a single-click shipment, which also enables invoicing immediately.”

In 2017, NTS expects that inventory turns will increase as planning moves forward hand-in-hand with automated control of processing, reducing the costs associated with inaccuracy, and expanding their market share through greatly increased efficiency.

Of course, Encompass will be there every step of the way, not only ready to help when IT problems crop up but also to further refine their operations via BPR. Now that the system is up and running, we’re already planning NTS’ Phase II of improvements.

Three years of commitment and one world-class ERP system: Just another day at Encompass!

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.


Our recent Accutrex Upgrade project was a smashing success that enabled our customer to jump four versions of Epicor ERP to the most modern solution for discrete manufacturing operations held to ITAR standards, Epicor ERP 10.1. Read on to learn about the Accutrex upgrade process and get in touch with Encompass to discuss your own Epicor ERP upgrade project.

an image of the accutrex upgrade vantage 8 epicor erp 10.1 encompass solutions

Accutrex, an award-winning supplier who offers superior quality products coupled with uncompromising attention to detail to the Aerospace, Military and Defense industries, recently upgraded from Vantage 8 to Epicor 10.1, with the help and expertise of Encompass Solutions.

Accutrex has established themselves as a leading source nationally and internationally for custom shims, gaskets, special OD/ID washers, metal stamping, sheet metal fabrications, kits and assemblies to the Aerospace and Military and Defense industries. As an ISO 9001:2008 and ITAR registered company, they are equipped to handle all facets of manufacturing from prototype to production in all types of industries.

Accutrex Upgrade To Epicor ERP 10.1

Encompass, in partnership with Bezlio, worked to preserve all the historical data available in Vantage 8, and uplift all custom solutions to Epicor 10.1 so that Accutrex could continue leveraging the investment made in their system to support their unique industry needs, and also retain critical data that allows them to look back and make forward-looking decisions based on that historical data.  In addition, Accutrex can now take advantage of all the new functionality available in Epicor ERP 10.1, and can leverage being on the most current version of the system to take on exciting new features as they are made available.

“An upgrade like this requires a lot of attention to detail, and making sure that the existing functionality was uplifted correctly to preserve key business functions, while still taking advantage of all of the new features of Epicor ERP 10.1 such that everything comes together to work flawlessly” said Rob Cummings, Project Manager and Solution Architect with Encompass Solutions.

Encompass is a certified Epicor Partner, providing ERP Consulting and industry-leading development of mission-critical enterprise solutions for over 15 years. The company’s focus is to be an advocate to customers facing the challenges of today’s market fierce competition and is often chosen as experts in this field to help American enterprises achieve a technological advantage.  Encompass customer base has expanded to sectors beyond standard manufacturing and distribution to include pharmaceuticals, Life Sciences and 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.