Epicor Kinetic (formerly Epicor ERP)

Advanced Material Management

Advanced Material Management (AMM) enables businesses to produce electronic requests for materials, dispatch those materials, and track inventory movements of all inventory — including raw materials and work in process.

Using wireless terminals and bar coding technology within the Epicor Kinetic ERP system, you are able to track inventory in real-time with complete control and visibility of raw materials and work in process as it travels throughout the enterprise.

Bar Coding on Demand and Scanning

Print tags on demand with Epicor ERP software, enabling employees to properly label containers or to create custom labels (via Seagull Scientific, Inc. BarTender®) to meet customer requirements. Eliminate data entry mistakes and increase transaction speed by simply scanning a bar code tag to complete an entire transaction.

Handheld

Epicor Cloud ERP software allows for the transaction of work either on a graphical touchscreen station or via a mobile Radio Frequency (RF) enabled device.

Material Handler Interface

Use an online queue of raw materials and WIP parts to manage requests to locate and deliver the right parts to the correct resource at the appropriate time.

Material Movement

Different movement transactions are available for you to move a job to stock, move stocked material, or perform different returns to a job or stock.

Prioritizing Orders

Epicor ERP software lets you treat your best customers with the highest priority by automatically allocating inventory to the highest-priority orders first. Reserve or allocate materials from stock or directly from a linked job to make certain that you ensure your highest priority customers the greatest care.

Reserving Inventory and Sales Order Allocation

Reserve specific parts in inventory for designated purchase orders and. Create purchase orders and manage sales order allocations with greater efficiency and create more effective picking and shipping with Epicor ERP systems.

Order Management Module

Order Management drives the Epicor ERP system. From the time an order is entered, its progress is tracked through the final shipment, producing perfect order fulfillment on demand for maximum customer satisfaction.

The Order Management Job Wizard generates appropriate jobs for new orders in a single step that enables the user to create, plan, schedule, and release jobs against multiple product lines and multiple releases. Effectively manage orders with the ability to apply order-based discounts on an order value or product quantity basis.

Sales Management Module

The Epicor Kinetic Sales Management module delivers a comprehensive suite that enables you to produce accurate estimates, streamline your sales order-to-cash cycle, and fulfill perfect orders that ensure world-class customer satisfaction. Epicor ERP Sales Management module automates and improves labor-intensive processes for quoting, proposal generation, configuration, and order entry — enabling you to improve sales productivity by increasing accuracy during the quote and order process and identifying the right solution to meet customers’ needs.

Commerce Connect Module

The increasing proliferation of eCommerce likely means that more of your customers are looking online to solve their business problems, which means that providing customers with the ability to buy online from you is just a start.

Your website must provide an experience that truly does solve problems or, better yet, inspires them in some way to keep coming back. Whether your website serves Business-to-Consumer (B2C), Business-to-Business (B2B), or both, it requires strong functionality and must use the latest cloud ERP technology to deliver customers the best possible online experience.

Epicor ERP Commerce Connect provides everything your website needs to deliver a rich customer experience throughout the customer’s entire order life cycle — from quote to fulfillment to service.

Dealer Network Portal

Epicor ERP Solutions’ Dealer Network Portal is an innovative enterprise resource planning solution designed for manufacturers who sell or service products through dealers. Powered by Epicor Commerce Connect (ECC) and tightly integrated with your Epicor Kinetic ERP system, Epicor Dealer Network Portal creates a modern online experience for your dealers to rapidly configure, price, and quote orders, as well as manage service and warranty needs for your products.

By capturing all dealer activity through a single, easy-to-use portal, you establish a single thread of data that connects all transactions at the dealer with your backend ERP system. You gain full visibility into the business, making it simpler for dealers, which enables you to drive business growth as a preferred innovative brand.

Demand Management Module

In today’s climate of shorter lead times, more frequent orders of smaller quantities, and where meeting customer demand secures your competitive edge, companies must find ways to anticipate changes in customer demand.

Epicor Kinetic ERP software Demand Management responds to these business conditions and incorporates the requirements of Electronic Data Interchange (EDI) to help your company reduce lead time in the office for planning and procurement, thus enabling you to respond on the production floor faster.

Epicor ERP system Demand Management offers the establishment of contracts that can be linked to sales orders and releases. These contracts can be managed, and schedules produced automatically with set periodicities that match each customer’s unique shipping needs.

Additionally, as change happens, the schedules can be regenerated. If Advanced EDI is deployed, your customers’ electronic demand changes are brought in for review and acceptance. This is important for manufacturing companies doing business in industries such as automotive, aerospace and defense, and retail. Accountability of change and rapid flow of information to the production floor, as a result of fully integrating EDI with your Epicor ERP system, can elevate your supplier status.

In addition, Demand Management within the Epicor ERP system not only looks at the demand side of EDI but also focuses on the fulfillment side with secure outbound Advanced Ship Notice (ASN) transactions that the customer reconciles with each shipment. Through an inbound EDI document, the CUM (Cumulative) total value and actual received quantity is then electronically sent back to you for reconciliation and potential adjustment.

EDI/Demand Management Module

Today, all suppliers, large and small, are facing increased expectations from their customers to have ERP systems in place for immediate response to changes in their demand, such as forecast and shipping schedule changes.

Epicor ERP EDI/Demand Management secures your competitive edge by incorporating electronic data interchange (EDI) with demand scheduling. The EDI/Demand Management framework leverages the SOA business architecture of Epicor Kinetic (formerly Epicor ERP) and deep industry experience in EDI to lower the cost of EDI deployment.

The framework provides full flexibility and control for setting up customer contracts and handling their schedules once inside the Epicor ERP system, whether entered manually in Demand Management or contained in EDI messages. This helps your company reduce lead time and effort for planning and procurement, thus enabling you to respond on the production and shop floor faster.

A wide range of EDI implementation choices are available with the Epicor ERP software to match your company’s needs, making it possible to preserve much of your investment in EDI setup and existing staff.

Electronic Data Interchange (EDI) Module

EDI is the traditional form of exchanging information electronically and is utilized by many suppliers to manage their supply chains more efficiently. Epicor ERP Advanced EDI, used with Demand Management, provides a common interface for managing and exchanging large volumes of data.

Demand Management handles the creation, analysis, scheduling, and reconciliation of cumulative releases from your customers. You can use Demand Management without Advanced EDI and vice versa.

The Advanced EDI functions within the Epicor ERP solutions are tightly integrated with the Demand Management module and facilitate electronic communication of release and ASN information to and from your customers.

Advanced EDI offers direct integration with your Epicor ERP system data, reducing the turnaround time on schedule changes and additions and eliminating potential data entry errors. Epicor ERP system Professional Services are experienced in making EDI work in various environments with various EDI suppliers and can offer enhanced functionality that is tailored to the EDI needs of your business.

Estimate and Quote Management Module

Easily generate and track all customer or prospect requests for quotation (RFQs) from the time of receipt until an order is placed. You can get quotations out more quickly and be more accurate with pricing and lead times with Epicor ERP systems.

Estimating Management Module

Generate estimates easily with Epicor solutions by utilizing the tree interface to drag-and-drop components, operations, or materials from another quote, Bill of Materials (BOM), or previous job. Pull same-as-except type parts into the estimate, then modify them quickly and easily to create a new one.

Calculate material, subcontract, labor, and burden costs for multiple quantities of a part. Epicor ERP software allows manufacturers to perform realistic cost estimating with the ability to add any special charges (e.g., tooling or design), minimum lot charges, price breaks, and scrap factors on materials and subcontracting.

Specify and store individual markups for material class, subcontracting, operations, and special costs. Create RFQ requests to trigger buyers to solicit suppliers for the pricing of materials required in the estimating process. Review responses once submitted for inclusion in the estimate. When the order arrives, punch a few keys, and the detailed routing will be ready to go to the shop floor or to make additional changes.

Point of Sale

With the Epicor ERP system, Point of Sale (POS) extends the power of your Epicor Kinetic ERP solution to a customer-facing sales environment— whether you’re an organization with a single POS station or a large, multinational chain with hundreds of stores.

Epicor POS provides a feature-rich system that empowers store personnel to provide an enhanced customer experience. Comprehensive functionality includes electronic gift cards, gift receipting, customized receipt per transaction type, coupon redemption/issuance, layaways, special orders, suspend and resume, item marking for various functions, additional input fields, multicurrency, start/end of day functions, cash management, and more.

Storefront

New revenue opportunities and sales efficiencies are available to companies that successfully engage customers through their websites. By shortening the time from when an order is taken to the time of shipment, you can create a competitive advantage with Epicor ERP software.

Opportunities to reach out to untapped markets also drive companies to deliver e‑commerce solutions — one more tool companies can deploy to demonstrate how easy and open they are to do business with.

The Storefront within the Epicor ERP system sits along extended portal technology to offer a fully functional extension to your website that includes customer portal capabilities along with the Epicor ERP Sales Connect (sales portal) and web configuration features.

Financial Management Overview

The combination of a competitive, global environment and mandatory regulatory compliance makes maintaining accounting standards and successfully managing your finances one of the biggest challenges you face.

Epicor Kinetic (formerly Epicor ERP) Financial Management offers a refreshing new approach to business, a suite of accounting applications built for the highly regulated post-Sarbanes-Oxley Act world, built around a series of​“global engines” that support effective financial management, control, and high accounting standards.

The Epicor Financial Management ERP software solutions deliver manufacturers the tools and functions necessary for creating value through monitoring financial conditions and decision-making.

Easily monitor and track invoicing, payments, asset management, payroll, and benefits in order to cut costs and improve cash flow. The financial modules within Epicor ERP software can assist you in boosting the bottom line-the definitive test of your success and competitive advantage.

Epicor Kinetic ERP System Financial Management tools include:

• Global Engines
• General Ledger
• Accounts Payable
• Accounts Receivable
• Tax Connect
• Credit Card Processing
• Multi-Currency Management
• Multi-Company Management
• Fixed Assets Management
• Cash Management
• Advanced Financial Analysis and Reporting
• Create Purchase Orders

The Epicor ERP system Financial Management module is distinguished by its broad focus on managing processes and resources, both within and across locations, companies, and global boundaries.

General Ledger Module

General Ledger within the Epicor ERP system is the heart of Epicor Kinetic Financial Management, processing and posting all accounting transactions created throughout Epicor solutions, as well as entries made directly within the ledger. While it is seldom accessed outside of the accounting and tax departments, the General Ledger’s impact is felt throughout an entire enterprise.

The information and controls which flow from the General Ledger system enable an organization to operate efficiently, comply with fiscal regulations, underpin strong corporate governance, and drive enterprise performance.

General Ledger within the Epicor ERP system provides the accounting controls and system security necessary to help ensure the integrity of your company’s financial data.

Accounts Payable Module

The Accounts Payable (AP) module within the Epicor ERP system allows you to enter supplier invoices for purchases that you make and then create payments for the invoices you want to pay. The Epicor ERP system can generate payments for all invoices due, those for a supplier, or only for specific invoices.

If a supplier calls you to discuss an invoice, you will have complete information at your fingertips, and that history can be kept indefinitely.

Accounts Receivable Module

Accounts Receivable (AR) provides a comprehensive set of tools to manage your invoicing, credit, cash management, and customer management needs. Because you can specify the creation of invoices through the order release process, you can reduce billing for a different quantity than was actually shipped.

With the Epicor ERP system module, Accounts Receivable, you know who is buying what and who is paying their bills on time.

Multi-Currency/ Company Management Module

The Epicor ERP system provides Multi-Currency Management and automates the process of both buying and selling in foreign currencies. With tracking of default currencies as well as extensive exchange rate tables, manual transactions are reduced.

Lock transactions in at a specified rate with automatic gain or loss reporting, reducing the guesswork from handling foreign transactions.

Multi-Company Management

Whether through acquisition or organic growth, more and more companies are wrestling with the complexities of managing multiple business entities.

Epicor ERP understands that managing disparate business units offers unique challenges and opportunities with respect to consolidation for tighter control and reduced operational cost, enterprise-wide visibility, inter-company supply chain management, and financial consolidation.

The Epicor ERP system Multi-Company Management capabilities can assist your business in consolidating operations such as procurement and accounts payable, as well as offer enhanced tools to improve operational visibility across companies.

Automation of inter-company financial transactions as well as financial recognition, optimizes enterprise performance to shorten lead times on key product lines.

Additionally, from a financial perspective, multi-company organizations may choose to not only report as individual entities but also consolidate multiple currencies and report across business entities to a single consolidation company.

Tax Connect Module

Sales tax is a government-required, compulsory activity. It doesn’t drive revenue, and it doesn’t reduce expenses. So any time or money spent on tax compliance is, by nature, non-profitable.

There are more than 12,500 United States and Canadian tax jurisdictions alone, and the rates, rules, and boundaries change relentlessly. Keeping up with all of the tax changes is an operational distraction and a drag on the efficiency of your organization.

The Epicor ERP system functionality of Tax Connect eliminates the tedious work and complexity of determining sales tax jurisdictions of ship-to addresses, maintaining tax codes and rates, and dealing with jurisdiction-specific and commodity-specific taxation rules.

Tax Connect also provides for the automated generation of sales tax returns and currently supports the United States and Canada. Epicor Tax Connect is offered as a software-as-a-service (SaaS), on-demand address validation, sales tax calculation, and sales tax reporting and returns generation.

Asset Management Module

Asset Management helps you record, track, and depreciate your fixed assets for optimal utilization. Asset Management also automates the tracking and management of the asset throughout its useful life— from acquisition to disposition.

Using a unified source of asset data, standard asset management tasks — such as asset transfers, disposals, reclassifications, and adjustments — can be streamlined.

Cash Management Module

Improve cash management through the automatic handling and reporting of discounts available, payment due dates, and payment selection methods.

This module also allows you to specify the number and type of bank for each of your accounts— including currency — and reconcile your bank statement with entries generated in AR, AP, and payroll.

Upload electronic bank statements and automatically reconcile them with transitions in the ERP system as well as perform manual allocations.

Credit and Collections Module

Accounts Receivable is one of the largest assets of any company, and it’s typically one of its most fluid. Most businesses, however, have to write off four percent of this asset every year. This is a substantial cost to the business that can be greatly reduced with better management.

Take control of your outstanding receivables and reduce days of sales outstanding (DSO) through automated AR management.

Credit Card Processing Module

The Epicor Kinetic Credit Card Processing module gives access to several components that cover credit card processing – available directly with Epicor Kinetic.

Financial Management Module

Epicor Kinetic Financial Management offers a refreshing new approach to business. A suite of accounting applications built for insight, automation, and compliance in an increasingly global business world, it is built around a series of​“global engines” that support effective financial management and control anywhere.

Financial Planning Module

Epicor Financial Planner (EFP) is a fully cloud-based solution for the financial planning and receiving process and will then have their value applied as part of the settlement process. The Debit Notes may be related to specific invoices or remain unassigned.

The new Debit Note will remain as an open receivable until matched to a credit memo or subsequently paid. In addition, Debit Notes sent by customers can be recorded independently of the cash receipt process — for example, electronically received payments. They can then either be applied or produce an unapplied cash value. analysis.

EFP features a web interface with a clear design that is available from multiple mobile devices, while the Microsoft Excel add-in helps with a more sophisticated data entry using functions, conditional formatting, or even charting for representing data. All the models, budget plans, scenarios, and data extracted from the ERP system are stored on highly reliable cloud servers.

By being connected to the data in your ERP system, EFP can pull in information — such as previous actuals — in order to carry out comparisons and utilizes them in the spreading function. This makes it incredibly simple and intuitive for planners tasked with carrying out budgeting tasks, freeing them to concentrate on value-added tasks.

Global Engines Module

Epicor Financial Management is built around a series of unique global engines, which in turn support the global nature of business today, enabling effective operations in existing and new markets as necessary. As your business is extended through a combination of organic growth, mergers, and acquisitions it can become challenged by complex and demanding global financial and regulatory burdens – demands that you must adapt to instantaneously.

At the heart of the Epicor solution, Epicor global engines are designed to add accounting agility and flexibility to your business while simultaneously allowing you to meet the local financial and legal compliance requirements of individual markets.

Rebates Module

The optional Rebates module provides you with a way to enter, update, and review any rebate program that your company runs with your customers. Use this module to define the active rebate programs for your company, generate rebate transactions, and pay rebate amounts to your customers through either an invoice check or a credit memo.

Tax Global Connect Module

Epicor Tax Connect gives Epicor ERP the option of determining sales taxes automatically based on the origin and destination of the sales transaction. It integrates a constantly updated, comprehensive online database of tax rules where each tax transaction can also be stored for historical and reporting purposes.

Tax Connect Global helps to determine sales tax in international business relations. Transactions in all directions between the United States and the European Union member states can take the advantage of tax determination, thus making business easier and making tax compliance less taxing. Tax Connect Global also runs in several other geographies.

Production Management Module

Whether you manufacture complex solutions or simple products, you need strong production control in order to build a competitive advantage. As the global marketplace continues to shrink profit margins and customers become more demanding, businesses are looking for agile solutions that can provide the infrastructure they need to respond quickly and efficiently.

Epicor Kinetic (formerly Epicor ERP) offers a comprehensive solution for make-to-order, mixed-mode, make-to-stock, engineer-to-order, and configure – to – order manufacturers, including light assembly features for distribution businesses.

Modular in design, the production control suite of modules includes Job Management, Advanced Production, Lean Manufacturing, Manufacturing Execution System (MES), Advanced MES, Quality Assurance, Enhanced Quality Assurance, and Advanced Quality Management.

Advanced Production Module

Advanced Production deploys batching technology that enables users to group multiple parts or operations together for key production processes. The result of this batching process is a single reporting entity or job for simplified scheduling, tracking, and reporting of labor and materials on the plant floor.

This functionality is available in the job planning and resource scheduling functions within Epicor Kinetic, with both planned and​“on-the-fly“ grouping flexibility to end users.

Additionally, users can select to plan operations sequentially — one operation after another or concurrently — to be complete at the same time for nested operations.

Advanced Quality Management

Epicor Advanced Quality Management (AQM) provides the foundation for significant productivity improvements and cost reductions across your entire enterprise. It unifies the tools for quality processes, thus streamlining compliance for ISO 9001, ISO 13485, AS 9100, IATF 16949, and more.

Enhanced Quality Assurance Module

Traceability and audit of quality data drive businesses to develop​“systems,” many times paper-based, to support the collection and use of quality testing data.

Enhanced Quality Assurance is designed to extend base Quality Assurance with support for the management of controlled test plans and the results for products, groups of products, processes, and other testing.

It offers the ability to define testing elements or attributes as well as lists of attributes to test, which can be used to measure against testing results for pass/fail decision criteria. It includes the data used for Statistical Process Control (SPC) and is easily accessed to build SPC analysis.

In essence, Enhanced Quality Assurance gathers the data and makes it available to ensure that your next audit goes smoothly.

Job Management Module

The Job Management module in the Operations Core Package is a comprehensive, production management and control solution designed specifically for the planning, routing, scheduling, costing, and tracking of goods — including assembled, manufactured, and semi-finished products.

It includes innovative tools for better planning and costing with historical run analysis that compares estimates to actuals on a run-by-run basis.

Kanban Lean Production

With increased global competition and the demands of an online supply chain, customers more than ever before are demanding greater product flexibility, smaller and more frequent deliveries, and higher product quality — all at the lowest price.

A component of the Job Management module in the Operations Core Package, Lean Production, provides you with the specific functionality your organization needs to meet these challenges and optimize your plant floor operations, including the adoption of Lean Manufacturing Kanban functionality to pull rather than push products through the manufacturing process.

Lean Manufacturing

With increased global competition and the demands of an online supply chain, customers have more influence than ever before. Customers are, demanding greater product flexibility, smaller, more frequent deliveries, and higher product quality at a lower price.

Businesses are widening the scope and focus of lean principles to encompass all processes that contribute to the bottom line. The true benefits of lean thinking will only be fully realized when the entire enterprise adopts the lean ideology.

Specific functionality has been developed in the Epicor enterprise resource planning software for plant floor operations that are adopting work orderless Kanban manufacturing strategies in part or fully to pull rather than push products through the manufacturing process. Epicor Lean Manufacturing Kanban functionality offers several features to support this.

Manufacturing Execution System

MES is an easy-to-use, online system for the plant floor that allows plant-based transactions real-time visibility throughout the Epicor Kinetic solution.

Epicor Kinetic MES enables accurate labor reporting, as well as online transaction tracking, which provides management with a real-time picture of what is occurring on the plant floor by employee and job. Integration with Epicor Job Management, Scheduling, Quality Assurance, and Advanced Material Management eliminates dual entry and provides online, real-time views of the latest plant floor scheduling priorities.

In addition, integration with the Epicor Document Attach Tool allows plant floor access to needed documentation, such as product drawings, process documents, and multimedia videos.

Planning and Scheduling Module

Whether you manufacture complex solutions or simple products, you need strong production control in order to build a competitive advantage. As the global marketplace continues to shrink profit margins and customers become more demanding, manufacturers are looking for agile solutions that can provide the infrastructure they need to respond quickly and efficiently.

Epicor Kinetic offers a comprehensive ERP software solution for make-to-order, mixed-mode, make-to-stock, engineer-to-order, and configure – to – order manufacturers, including light assembly features for distribution businesses.

Modular in design, the production control suite of modules includes Job Management, Lean Manufacturing, Manufacturing Execution Systems (MES), Quality Assurance, and Advanced Quality Management.

Product Data Management Module

Epicor Kinetic Product Data Management (PDM) serves as a repository for process and product history, including engineering documents, plant floor routings, change orders, sales orders, and quality documentation, within a single solution that is easily shared across the enterprise.

Promoting collaboration throughout the value chain, Epicor PDM provides a complete end-to-end solution to manage all aspects of a product’s lifecycle, enabling enterprises to control the enormous amount of electronic documents that they produce.

Quality Assurance Module

Extending your solution with the Quality Assurance module ensures that you gain complete visibility into your quality operations from a top-down view down to the individual item level, allowing you to tie together all quality functions, whether it’s scrapping end parts, rejecting raw materials, or tracking first article inspections.

Accurate costing demands that products moved through quality accurately reflect their value and are removed from the appropriate work in progress.

Epicor Kinetic (formerly Epicor ERP) Supply Chain Management (SCM) is a full suite of enterprise application capabilities — including purchase management, sourcing and procurement, inventory management, advanced material management, shipping and receiving, and warehouse management — and is complemented by forecasting, order management, analytics capabilities, and preventative maintenance capabilities – for improved manufacturing operations.

Combined, you have the manufacturing ERP software you need to meet customer demands in today’s increasingly global marketplace.

Handheld Module

Whether doing physical inventory or material moves or looking up serialized part information, the Epicor Kinetic Handheld application offers an easy-to-use interface that is designed for plant and distribution employees.

The Epicor Handheld module allows you to track your inventory as it moves throughout your enterprise with real-time data capture to improve inventory management accuracy and speed up the order-to-ship cycle.

Providing your users with event-based directing and routing of all managed tasks in real-time, the Handheld module not only helps you maintain complete transaction event history for analysis and reporting purposes, but when coupled with Advanced Material Management, it also provides detailed tracking of material requirements and WIP information through mobile access to the material and pick orders queue.

Inventory Management Module

Inventory Management provides the key functions necessary to update and maintain raw materials, work in process (WIP), finished goods inventory quantities, costs, and on-hand requirements. Issued inventory reduces quantities on hand, which are continually replenished through the processing of purchased or manufactured item receipts into inventory.

Receipt processing provides a continual update of inventory average, FIFO, lot, or last costs for every item. A variety of screen inquiries provide inventory management, analysis of Materials Requirements Planning (MRP), shortage monitoring, reorder analysis, stock status, valuation, and critical items.

Manifesting and Freight Management Module

Today’s customers have many different shipping options. Epicor Manifest, a multicarrier shipping software for Epicor Kinetic, streamlines domestic and international shipping processes to help you meet your customers’ demands.

From rate shopping at order entry to manifesting your domestic or international shipments, Epicor Manifest communicates with various carriers and provides information about that shipment back to Epicor Kinetic.

As part of the shipping function, Epicor ERP Manifest prints labels, bills of ladings, and export documents to be included with your shipment.

Purchase Management Module

Purchase Management handles writing purchase orders and tracking supplier performance to optimize results and improve negotiations and overall manufacturing operations. Multiple detailed line items indicate planned receipts to inventory or a job, direct receipts to a sales order, or direct receipts to a manufacturing job, although their destination may be changed at the time of actual receipt entry.

Purchase order receipt processing updates suggested supplier and detailed purchase order history files, which provide continual reference to aid in making purchasing decisions.

With Purchase Management, you can reduce inventory levels, improve on-time deliveries, maximize momentum, enhance your cash flow, and increase your profit levels.

Shipping & Receiving Module

The Shipping and Receiving module within Epicor enterprise resource planning software is designed to promote increased efficiency and accuracy by allowing you to perform and track all activity relating to shipments and receipts.

This flexible module gives you the ability to auto-invoice in Accounts Receivable following customer shipment; print customizable bill of lading forms to your shipments; track container shipments and update the status and due dates of all purchase orders; track customer shipments; track landed costs against applicable parts, which reflects the true costs of materials, parts, or finished goods, and more.

Sourcing Module

Strategic sourcing is the most important, value-added activity that procurement professionals perform for their company. Doing it well requires a wide range of skills and subject matter expertise.

Sourcing by​“old school” methods requires an inordinate amount of time gathering and comparing offerings from multiple suppliers. Automating those tasks with Epicor Sourcing not only allows the purchasing professional to focus more time and energy on strategic activities but it also provides for online collaboration and fosters competition that amplifies the value of their work.

Electronic sourcing solutions give companies the tools they need to negotiate optimal agreements with their suppliers and to provide the best value to the organization. Left to manual methods, organizations can only afford to manage competitive bidding processes for a very small number of contracts.

Supplier Relationship Management Module

Supplier Relationship Management (SRM) provides tools for buyers, procurement staff, and purchasing agents, or those providing quotes on-premise, to request quotes for raw materials or subcontract services from one or multiple suppliers.

Request for quotations (RFQs) are generated with one or more lines, each line having the ability to request pricing from one or more suppliers.

Warehouse Management Module

The Epicor Warehouse Management System (WMS) leverages Epicor ERP, mobile ID data collection, and wireless communications to seamlessly link your warehouse with your order processing and manufacturing operations — optimizing your pick, pack, ship, and receiving processes.

Epicor Kinetic (formerly Epicor ERP) Customer Relationship Management Module

Customer relationship management (CRM) strategies are as important to manufacturing businesses today as they have ever been.

We’ve designed the Epicor Kinetic Customer Relationship Management module to help users stay ahead of the curve and successfully meet the challenges that the market brings – helping you manage your entire customer lifecycle, from prospect to cash to care effectively, improve operational efficiency and accelerate growth – both internally and externally.

Modular in design, the Epicor Kinetic Customer Relationship Management suite of modules includes Contact Management, Marketing Management, Campaign Connect, Lead and Opportunity Management, Sales Connect, and Mobile Connect. It can also be extended with Epicor ERP Information Worker.

Campaign Connect Module

Epicor Kinetic Customer Relationship Management Campaign Connect within Epicor ERP is a comprehensive web communication tool that helps you design and distribute e‑mail communications to customers, suppliers, and business partners, as well as to internal teams and departments.

Whether developing human resources, a marketing campaign, or creating a company statement for business partners, Campaign Connect ensures your company is professional, takes advantage of its e‑mail marketing opportunities, properly responds to market requirements for opt-out controls, and analyzes e‑mail communication results for better effectiveness in the future.

Lead and Opportunity Management

The primary goal of many businesses is to grow revenue. Whether your growth will come through attracting new customers or retaining existing ones, Epicor Kinetic CRM can help you.

With Epicor CRM Lead and Opportunity Management, you can proactively manage your sales territories and the entire life cycle of all your opportunities. Lead and Opportunity Management enables you to convert more prospects to customers, target the highest-value opportunities, and increase sales revenues.

Outfitting your sales team with advanced, easy-to-use software is not just smart; it’s a matter of survival. Epicor Kinetic Customer Relationship Management is equipped with the tools you need to find more prospects and quickly convert them to satisfied customers.

Your salespeople can manage the complete prospect-to-customer lifecycle, give accurate revenue forecasts to management and automate many administrative tasks. The bottom line? Better qualified prospects, shorter sales cycles, reduced lead time, and higher revenues.

Case Management Module

Case management is an essential part of building a better business. Improving the productivity and effectiveness of your support center leads to increased customer satisfaction. Epicor Kinetic CRM delivers solutions that help you deliver first-rate service to your customers while controlling costs. The result? A strong return on investment through happy customers who make additional purchases and generate new business through referrals.

From initial call to resolution and follow-up, CRM provides a customer-focused solution for personalized, high-quality service. This comprehensive one-stop solution enables your service team to manage the current caseload and respond quickly to customers for industry-leading customer satisfaction.

The CRM workbench is equipped with time-saving links to customer-focused activities (e.g., new quotes, orders, RMA requests, or service calls). In addition, there is a search-driven knowledgebase and case-driven workflow for standardizing case resolution.

The CRM module is fully integrated with Field Service, part of Epicor Kinetic Service Management, for easy access to dispatching field activities and providing field service representatives access to online answer books, existing customer field service calls, warranty information, and service contracts.

Contact Management Module

Comprehensive contact management is at the core of any effective CRM solution and makes keeping in touch with your customers and prospects easy by promoting responsive, respectful, and proactive communications.

Contact Management enhances your customer service by documenting and sharing customer communication with the entire organization and helps manage contact interactions through task management. With Epicor Kinetic CRM Contact Management, you can improve overall focus and responsiveness by putting your contacts at the center of your business.

Customer Connect Module

Epicor Commerce Connect provides interactive customer-facing content over the Web. Today’s customer expects thorough access to information. Requirements such as being able to view special promotions and pricelists, make repeat purchases, and pay on account are standards to improve customer loyalty and online commerce.

Customer Relationship Management

Customer relationship management (CRM) strategies are as important to businesses today as they have ever been.

We’ve designed Epicor Kinetic CRM enterprise resource planning solution to help you stay ahead of the curve and successfully meet the challenges that the market brings — helping you to effectively manage your entire customer life cycle, improve operational efficiency, and accelerate growth both internally and externally.

Epicor Social Enterprise (ESE) further enhances Epicor Kinetic CRM, delivering up-to-date contextual information to key stakeholders for the life of the customer relationship. Using ESE, customers, prospects, and partners can collaborate with internal information workers to target high customer satisfaction.

Epicor Kinetic Integration to Salesforce​.com®

Ensure that your contact management system and your Epicor Kinetic CRM solution are in sync. This module directly integrates Epicor Kinetic to your Salesforce​.com software and does not rely on middleware or another tool.

Create and manage customer records, contacts, and Epicor parts bidirectionally in either the CRM module in Epicor Kinetic or in Salesforce​.com software. Therefore, any time you alter any of these records in either system, it is designed to synchronize automatically, saving you time and preventing potential data entry inconsistencies.

Flag a​“won” opportunity in your Salesforce​.com software, and it can automatically create a quote in Epicor Kinetic. It will validate parts and alert you if any of the inventory items from the won opportunity are not loaded in Epicor Kinetic. You can then maintain the rest of the sales process in Epicor Kinetic, saving you time and helping ensure accuracy between the opportunity and the quote.

Information Worker

According to current industry surveys, desktop productivity tools are used by 95% of business workers, with Microsoft Office as the standard for desktop applications.

Epicor Information Worker (IW) provides a secure, seamless interface to your Epicor CRM applications within Microsoft Outlook, Microsoft Excel, or Microsoft Word. Imagine the productivity and business visibility you will gain by using Epicor IW as an interface for both traditional and non-traditional Epicor users.

Epicor IW is an innovative productivity tool that works seamlessly within a familiar Microsoft Office environment to enable business users to get all the information they need, in context, in real-time, when they need it, and where they want it. It does this by blurring the lines between enterprise software and desktop productivity software to create a single immersive solution.

Lead and Opportunity Management

Outfitting your sales team with advanced, easy-to-use software is not just smart; it can be a matter of survival.

Epicor CRM is equipped with the lead and opportunity management tools your sales team needs to manage the complete prospect-to-customer lifecycle, give accurate revenue forecasts to management, and automate many administrative tasks.

Lead and Opportunity Management with Epicor Information Worker also enhance the effectiveness of your sales force by synchronizing essential Epicor CRM data with Microsoft® Office, giving your sales force access to prospect and customer information, including sales history within Microsoft Outlook®, Microsoft Excel®, or Microsoft Word.

Marketing Management

With Epicor eMarketing, effectively distribute important communications to your employees, partners, prospects, and customers. Manage the entire campaign cycle through a highly flexible, easy-to-use web user interface that integrates with Epicor CRM. You can import contacts, create targeted emails, and measure the success of your campaigns.

Mobile Connect

Epicor CRM gives you control over your customer interactions: generating leads, developing opportunities, and monitoring orders. Epicor CRM functionality is available from anywhere in the world.

The Mobile Connect series incorporates a disconnected database, enabling you to work anywhere you can take your laptop. Using the SonicMQ® messaging engine, mobileConnect is comprised of three components: Sales mConnect, Sales Engineer mConnect, and Hub mConnect.

Epicor Mobile Connect helps your sales representatives and sales engineers stay connected with their customers without requiring network connections.

Mobile CRM

Keeping your customers at the focus of your business today means that you need to be able to respond to their requests in a fast and efficient way. To achieve this, it is crucial that you take advantage of the latest technologies by providing your salesforce with easy-to-use tools designed to increase productivity and improve employee engagement.

Epicor Mobile CRM empowers your salesforce by providing mobile access to the entire CRM suite of capabilities on iOS™ and Android™ devices. Through our next-generation mobile application, you can manage leads, customers, and contacts, as well as quotes, from opportunity to order shipment.

Create activity-based workflows like call and email logging, notes,​“to-do” lists, and appointments, and implement your back-office task workflow. Access data related to competitors, cases, projects, and order history — even without internet connectivity.

Also, visualize your customers and prospects on a map while in the area, and then get travel time and directions to the selected location. Never miss a sales opportunity again.

With Mobile CRM, you can search your inventory to verify product availability, create Sales Orders (even from Opportunities), and finally ship them to your customers — all from your mobile device.

Service Management

Epicor Service Management optimizes customer service and puts knowledge in the hands of customer service personnel. From initial contact with the customer regarding an incident, to in-the-field operations, to processing returns quickly and efficiently, Epicor Service Management provides the visibility and accountability a business needs.

Business Architecture

Epicor Kinetic (formerly Epicor ERP) ICE

Epicor Kinetic ICE is the business architecture that underpins the Epicor enterprise business software and offers a true service-based Microsoft .Net architecture with SQL Server Optimization.

This agile technology enables business processes and builds on an already complete and robust framework. The toolset is helping our customers to both use and enhance

Epicor applications at a business level — rather than a technology level — with minimum overhead.

Enterprise Experience

Epicor ICE is the business architecture that underpins the Epicor enterprise business software and offers a true service-based Microsoft .Net architecture with SQL Server Optimization.

This agile technology enables business processes and builds on an already complete and robust framework. The toolset is helping our customers to both use and enhance Epicor applications at a business level — rather than a technology level — with minimum overhead.

Web Access Framework

Rather than rewriting application forms to support mobile devices and the web, we’ve developed the Web Access Framework — a unique technology that stores all client business logic as tagged XML metadata. This permits Epicor Kinetic applications to run as smart clients or web clients, or on mobile devices — all from the same source code.

This framework also ensures that user customizations and personalization remain intact — whatever the UI. Web forms can be accessed from many different browsers, and for added flexibility, web forms can be accessed using the most popular browsers— including Microsoft Internet Explorer®, Microsoft Edge®, Mozilla® Firefox®, or Apple Safari.

Epicor Kinetic Mobile Framework

The Epicor Kinetic Mobile Framework (EMF) was developed at Epicor as a new user experience to meet the needs of a wide range of applications across the Epicor portfolio.

It offers a flexible and responsive platform that supports modern HTML5-compliant browsers. EMF is responsive, as forms can be displayed in full size on a browser, but they can also be resized for mobile use.

Workflow and Task Management

The workflow facilities available within Epicor Kinetic enable you to quickly begin managing and automating even the most complex business processes — including working toward ISO certification. Epicor Kinetic Workflow Management is comprised of four major components — Task Management, Workbench and Tracker Views, and Business Process Management (BPM).

The Epicor Kinetic Task Management system allows you to connect your people with processes and the ERP system itself. As business processes become more complex and dynamic, it’s important for any enterprise application to recognize situations and help drive people toward the right efforts and the right decisions.

Electronic Commerce Platform

Businesses looking to improve customer service, reduce lead times through new business efficiency, and deliver new opportunities to sales will often invest in eCommerce solutions. Epicor Commerce Connect (ECC) was designed to solve the challenges of manufacturers and their unique needs as they integrate an eCommerce solution. ECC is built on the Magento platform — a leader in eCommerce — with a comprehensive ecosystem and tooling in constant development to enable businesses to stay current with the latest commerce trends.

Epicor Commerce Connect is also fully integrated with Epicor Kinetic and offers the synchronization required by most commerce sites while boasting additional capabilities needed by manufacturers — including full integration with Epicor ERP product configuration capabilities. Finally, ECC easily extends to new data elements and provides a platform for eCommerce business growth.

Business Intelligence and Analytics

Business Intelligence and Analytics for the Epicor Kinetic system help you answer four essential questions — what happened, why did it happen, what is happening now, and what will happen next? Dashboards, trackers, and data visualization tools built into the core ERP platform help you get a better understanding of what is happening in your company right now. Additional modules also provide you with deeper trending, diagnostic, and predictive analytics to bring the future into focus.

Epicor Kinetic Data Discovery

Epicor Data Discovery (EDD) is a data visualization tool for the Epicor Kinetic system. With EDD, staff can use their natural visual abilities to quickly spot areas of interest in real-time production data that they might have otherwise missed by just looking at rows and columns of numbers. In the Data Discovery view, users can set filters and drag and drop measures and dimensions to produce rich visualizations — a process similar to manipulating a pivot table in a spreadsheet. They can then focus on a data point or area and drill down into the underlying ERP transactional detail. They can also combine views to create BI dashboards with shared filters and shared dimensions. Driven by real-time BAQs in the Epicor Kinetic system, EDD complements Epicor Data Analytics (EDA) by visualizing short-term, up-to-the-second enterprise data, whereas EDA provides for longer-term data exploration running in a data warehouse.

Epicor Kinetic Data Analytics

Powered by Phocas, Epicor Data Analytics (EDA) helps companies turn their data stored in the Epicor ERP system into actionable insights.

EDA is an easy-to-use service in the cloud that takes a unique, intuitive approach to lead you on a journey of discovery through large cubed data sets contained in your data warehouse.

With deeper insights, companies can grow by reducing costs, identifying new opportunities, supporting specific programs, and speeding up decision-making. EDA provides customizable and interactive dashboards to make it easy to analyze the data inside your business systems.

The dashboards contain visual KPIs, graphs, charts, and tables, so you can quickly review important information about your business performance and make informed strategic decisions.

Once you have spotted an area of interest in the visual metrics, the EDA grid is where you conduct most of your analysis, and unlike a spreadsheet, you can​“drill down” into the data with a simple click to reveal additional levels of detail — all the way down to the ERP transactions — and find your answers.

Cloud Deployment

For users that would prefer not to have their Epicor solution housed on premises of their own or on-premise only, Epicor Kinetic provides a secure, reliable, and cost-effective cloud-based solution that combines all of the hardware, software, storage, and system management services you need to run your ERP solution.

Compliance Overview

Effective Governance, Risk, and Compliance (GRC) initiatives help companies and their employees stay compliant and ensure that employees at all levels of the organization are aware of the associated risks of non-compliance.

Epicor Kinetic GRC is delivered through a combination of embedded capabilities, modules, and related services. Compliance is at the heart of the design of our software, and Epicor makes every effort to ensure that any new functionality is consistent with published international standards and best practices. These include published accounting standards used in corporate and financial governance such as international accounting standards (IAS), international financial reporting standards (IFRS), and other generally accepted accounting principles (GAAP) while also incorporating support for international trade standards such as restriction of the use of certain hazardous substances in electrical and electronic equipment (RoHS), Waste Electrical and Electronic Equipment (WEEE) directive, and the North American Free Trade Agreement (NAFTA).

Epicor GRC is designed to tackle these very requirements through a combination of capabilities covering: Enterprise Performance Management, Security Management, Business Process Management, Financial Governance, Global Trade Compliance, and Environmental, and Energy Management.

Enterprise Performance Management

Many of the requirements for effective GRC programs involve accelerated disclosure of information to external entities. This requires companies to have better visibility of changes than they had in the past.

Epicor GRC incorporates the ability to infuse business insight through Epicor enterprise performance management (EPM) – a solution that supports overall risk management objectives by keeping users abreast of changes in the business and the ERP training needed to adjust.

Security Management

Epicor GRC provides comprehensive user and group security to restrict data and application accessibility as needed. Security can be granted at user and group levels for all security objects, including forms, fields, reports, menus, and method calls.

Data-tier security is also available for both tables and columns. There is also an option to use Windows® Authentication to support a Windows single sign-on and password policy.

Business Process Management

As the global regulatory environment grows ever more challenging for companies, it is becoming increasingly important to have embedded controls in your enterprise application so that your users can be more productive.

Epicor GRC helps you move away from the management of day-to-day compliance by leveraging technology and optimizing operational efficiency. Epicor Business Process Management (BPM), in combination with Epicor Service Connect, allows you to identify risky processes in your organization and to effectively mitigate risk through business-defined workflows.

Financial Governance

The current business environment is simultaneously complex and increasingly regulated, which can challenge even the largest businesses to remain competitive in today’s global markets. This fact is perhaps most important when it comes to financial control – which encompasses all aspects of the financial health of the organization.

Epicor GRC helps control this risk – effectively enabling users to handle regulatory compliance and ultimately driving business performance by providing cross-organizational financial visibility and control over financial reporting, planning, and forecasting processes.

Global Trade Compliance

In order to conduct business globally, you need enterprise business software that enables compliance with local laws, satisfies international security measures, and meets the myriad of local and regional documentation requirements.

Epicor Kinetic applications provide a comprehensive platform for managing these trade compliance necessities.

Environmental and Energy Management

As the world continues to analyze energy availability and the long-term effects of climate change, businesses, too, are turning their attention to areas of opportunity – reduction of carbon emissions, energy conservation, and supply chain sustainability.

Companies will look to IT and software solutions to help them find opportunities to be better stewards of the environment and extend the tangible benefits of corporate social responsibility (CSR) through the extended supply chain.

Some of the more notable areas that corporations are placing emphasis on when deciding on a path to good environmental and energy management surround strategic sourcing and procurement, logistics, lean manufacturing, and virtualization.

Composite Applications

Enabled by the Epicor Everywhere Framework, Epicor application Web forms generated from metadata, and their related linked business logic, can be used in composite application development. Each Web form supports publication and subscription, allowing specific business functionality to be​“mashed-up“ with other lines of business developments.

Document Management

Reduce document control costs by enabling users to easily retrieve information related to quotes, parts, and jobs from a wide variety of third-party applications. This capability is extremely useful for viewing, markup, and hyperlinking drawings and other documents on the shop floor, benchmarking production information, and maintaining quality documents.

Enterprise Content Management

Enterprise Content Management (ECM) helps your business achieve growth by enabling you to streamline and automate reporting processes, reduce the risk of error, and improve business efficiency.

ECM is the technology used to capture, manage, store, preserve, and deliver content and documents related to organizational processes. ECM tools and strategies allow the management of organizations’ unstructured information — wherever that electronic information exists.

Epicor DocStar ECM

Epicor DocStar ECM is an industry-leading solution that’s built for the web and delivers deployment choices. Users can install DocStar ECM on their hardware or use DocStar in the cloud.

The same software offers the same user experience and the same great results. DocStar ECM supports all popular browsers and mobile devices to deliver access anytime, anywhere.

Epicor Enterprise Performance Management

Epicor Enterprise Performance Management is an end-to-end solution that removes the barriers to better business insight through a combination of intuitive user experiences, user-driven key performance indicators (KPI), and pre-packaged analytics that have real meaning to the business.

Epicor EPM leverages the advanced analytic capabilities of the Microsoft platform and incorporates modern web application concepts for unprecedented ease of use and, ultimately, business results.

Microsoft SQL Server Reporting Services (SSRS) underpins the Epicor EPM offering and provides a flexible reporting structure for delivering professional reports and analysis to business stakeholders in a format that business users can easily consume.

SSRS easily utilizes many types of data and can deliver it in a variety of formats. Because SSRS works with other applications and products in the Microsoft platform, such as Microsoft SharePoint, Microsoft SQL Server Analysis Services™, Microsoft Office, and Microsoft SQL Server Report Builder® is an invaluable tool for improved analysis and decision-making in the enterprise.

Epicor Everywhere Framework

The Epicor Everywhere™ Framework is a unique technology that stores all client business logic as tagged XML metadata. This permits Epicor applications to run as desktop applications or Web clients or on mobile devices, all from the same source code.

This framework also ensures that user customizations and personalization remain intact, no matter what UX platform is being used.

For example, you can customize your Windows desktop forms to meet your specific business needs and then simply re-generate the form’s metadata and output it as a Web form with all customizations included. ICE delivers a new usability feature whereby a Web user has the option of switching to the Windows desktop application for certain forms, thereby running a hybrid application designed to improve performance and user flexibility.

In addition to this key feature, Epicor ICE introduces​“Group By” and Personalization” functionality for Epicor Web Access forms similar to that found in the Windows client version.

The web technology in Epicor ICE generates​“pure” HTML – no plug-ins required. Epicor Web forms combine HTML, JavaScript, and XML or JSON message formats produced from the desktop application form metadata. For added flexibility, Web forms can be accessed from many different browsers, including Microsoft Internet Explorer®, Mozilla® Firefox® or Apple Safari® and can run on most common operating systems, including Windows, UNIX, Linux, or Mac®.

Epicor ICE

Epicor ICE is the business architecture that underpins the Epicor enterprise business software and offers a true service-based Microsoft .Net architecture with SQL Server Optimization.

This agile technology enables business processes and builds on an already complete and robust framework. The toolset is helping our customers to both use and enhance Epicor applications at a business level — rather than a technology level — with minimum overhead.

Global Business Management

Epicor Global Business Management helps to ensure that no matter how distributed your organization becomes, you can maximize efficiency and drive business results. To support the needs of today’s increasingly distributed business, Epicor offers robust global business functionality. You can perform transactional functions between systems and entities — including intercompany transactions such as intercompany purchase orders, transfer orders, and shipments between plants and warehouses.

Epicor facilitates these scenarios within a single application that is flexible enough to grow with you as you expand your business. Epicor Global Business Management offers organizations the essential tools needed to create and maintain a single version of the truth.

Governance, Risk, and Compliance

Effective Governance, Risk, and Compliance (GRC) initiatives help companies and their employees stay compliant and ensure that employees and partners at all levels of the organization are aware of the associated risks of noncompliance. GRC can touch every person and every function in an organization in some way.

Whether GRC becomes an intolerable burden that increases company overhead or an enabler of efficiency and success depends upon its actual, day-to-day impact on the employees’ work and whether that impact is enabling or debilitating.

Corporate Governance

Organizations are under increased pressure to file accurate financial results in a timely manner. Epicor GRC can help organizations meet these shortened deadlines in a variety of ways — from consolidating financial information to providing drill-down and drill-across access from financial reports to transactional detail.

Ultimately, when companies adequately report, plan, budget, forecast, and periodically review and update budgets and forecasts, they exhibit a more mature level of internal control. Integrated enterprise software applications go a long way in helping organizations document their internal controls, remove manual processes, and achieve greater visibility of their financial data.

Risk Management

Enterprise Resource Planning (ERP) systems control the majority of corporate information that could potentially be at risk from piracy, fraud, and sabotage concerns. The only way to truly manage and mitigate risk across the organization is to have a fully integrated, end-to-end solution providing a single, verifiable set of financial and operational metrics.

Epicor GRC provides an integrated enterprise solution with built-in, application-level risk mitigation tools and Business Process Management (BPM) to audit trails and secure workflow automation — key elements of data integrity and security.

It also incorporates the ability to infuse business insight through Epicor Business Intelligence and Analytics, as well as allows organizations to embrace data governance and data protection strategies, help control risk, and handle regulatory compliance.

Security Management

Epicor GRC provides comprehensive user and group security to restrict data and application accessibility as needed. Security can be granted at user and group levels for all security objects, including forms, fields, reports, menus, and method calls. There is also an option to use Microsoft® Windows® Authentication to support a Windows single sign-on and password policy.

Business Process Management

Epicor BPM, in combination with Epicor Service Connect — supports the ability to identify and mitigate risks to your organization through business-defined workflow by identifying and improving processes to make your business more efficient, more disciplined, and better able to adapt to change.

Together, they provide a framework for building GRC process-driven integration points that give companies seamless integration capabilities with other applications and businesses. BPM also automates the delivery of information to employees in your organization that are responsible for managing and monitoring internal controls.

Global Trade Compliance

In order to conduct business globally, you need enterprise business software that enables compliance with local laws accounting standards, satisfies international security measures, and meets the myriad of local and regional documentation requirements. Epicor Global Trade Compliance applications provide a comprehensive platform for managing these trade compliance necessities.

Electronic Compliance Reporting Tool

Reporting legislation is constantly evolving, and many tax authorities around the world are now starting to require comprehensive data submissions on a regular basis.

Companies are increasingly expected to provide tax authorities with real-time visibility into all transactions — on top of existing requirements for regular submissions.

A growing number of countries either have adopted or are planning to adopt tax reporting — such as Standard Audit File for Tax (SAF‑T) — and others are introducing new e‑invoicing requirements.

Environmental and Energy Management

As the world continues to analyze energy availability, businesses are also turning their attention to areas of opportunity — reduction of carbon emissions, energy conservation, and supply chain sustainability.

Companies will look to IT and software solutions to help them find opportunities to extend the tangible benefits of corporate social responsibility (CSR) through the extended supply chain.

Some of the more notable areas that corporations are emphasizing when deciding on a path to good environmental and energy management include strategic sourcing and procurement, logistics, application of lean principles, and virtualization.

Human Capital Management

Epicor Human Capital Management (HCM) comprehensively automates HR functions from recruitment to retirement in a single software system, enabling you to track, manage, and analyze all data for your employees.

Through automated workflow, you can improve your efficiency. With powerful reporting and analytical tools, you gain greater visibility into your company’s workforce for better strategic planning. With seamless integration to your Epicor enterprise resource planning (ERP), you gain a more complete view of your employees.

ICE Business Architecture

Epicor Kinetic ICE Business Architecture separates technology framework from business application in order to promote lean and efficient software development that provides agility, scalability, and extensibility.

This architecture breaks down software processes into a series of granular​“business services” that are made available on a network. Each service provides functionality that can be adapted to the needs of the enterprise.

Epicor Kinetic allows businesses to independently access, integrate, and substitute any function or data element in the ERP system. Every ERP capability – more than 1,200 — is represented and available as a service that may be used to drive integrations or support various ERP client applications.

The Epicor ICE Business Architecture goes a step further by allowing all Epicor next-generation enterprise applications to be manipulated using Epicor Business Process Management (BPM) engine and Epicor Service Connect.

Epicor ICE also features the Epicor Everywhere™ Framework — a unique technology that uses XML metadata to represent all client forms and logic. That metadata is then used to deliver customizations across an enterprise and drive pure HTML client applications to desktop, tablet, and phone devices.

Mobile

Enabled by the Epicor Everywhere Framework, Epicor application Web forms generated from metadata, and their related linked business logic, can be used in composite application development. Each Web form supports publication and subscription, allowing specific business functionality to be​“mashed-up“ with other lines of business developments.

Planning and Scheduling

Epicor Kinetic offers a comprehensive solution for forecasting, material requirements planning (MRP), scheduling, and advanced planning and scheduling to meet the needs of today’s agile businesses.

Forecasting and Master Production Scheduling

Forecasting and Master Production Scheduling (MPS) in Epicor are included with the Material Requirements Planning module and are designed to assist manufacturers and distributors with both day-to-day control and long-range planning and decision-making. Forecasting and MPS support businesses that operate multiple, mixed-mode strategies simultaneously.

Multisite Management

Not only are manufacturers and distributors looking for new tools to oversee multi-plant operations, but they’re also looking to maximize the use of existing resources. Alternative production methods management helps optimize the production processes for specific parts in each plant based on the resources available. Another optimization tool includes the transfer of material or semi-finished components to another plant for completion.

Product Data Management

Epicor Product Data Management (PDM) serves as a central knowledge repository for process and product history and promotes integration and data exchange among all enterprise users who interact with products — including project managers, engineers, salespeople, buyers, and quality assurance representatives.

Epicor offers a solution for manufacturers that manages the powerful information traditionally contained in engineering documents, plant floor routings, change orders, sales orders, and quality documentation within a single solution that is easily shared across the enterprise.

Promoting collaboration throughout the value chain, Epicor PDM provides a complete end-to-end solution to manage all aspects of a product’s lifecycle, enabling enterprises to control the enormous amount of electronic documents that they produce.

Bill of Materials

Epicor Kinetic supports traditional BOM project management with single-level part formats that recognize the materials and components required to build end parts. In addition, Epicor introduces multi-level BOM project management that incorporates not only single-level components and material requirements but also internal and external routing steps for complete end assembly visibility, planning, scheduling, and costing. Epicor introduces visual engineering technology with indented tree structures and drag-and-drop BOM management.

Routings

Detailed routings facilitate the planning, scheduling, and costing of products more efficiently. Everything needed to produce a product is managed in one central location. Managing changes to routings is simplified.

Changes are automatically communicated to the plant floor execution system, and operators have online visibility of the latest routing production notes as well as standards and resource requirements

Engineering Change and Revision Control

Achieve control and consistency in your engineering change and revision process. Engineering Change and Revision Control is designed to enable engineering change management, multiple revision control of products, and engineering workflow management, and offers detailed cost analysis of products during the engineering process.

Product Lifecycle Management

Epicor Product Lifecycle Management (PLM) serves as a central knowledge repository for process and product history and promotes integration and data exchange among all enterprise users who interact with a product.

Epicor PLM manages all documentation associated with a product throughout its entire product lifecycle and includes full integration with more than 12 computer-aided design (CAD) systems. Epicor PLM is particularly useful for companies that:

• Design what they manufacture
• Want visibility into and standardized methodologies around workflow
• Use CAD systems
• Use drawings to produce a quote or an order

Epicor PLM provides an electronic vault where documents can be securely stored and where access and versioning can be tightly controlled. The type of sophisticated document management that PLM offers is critical for those organizations that need excellent audit tracking and control of all documents across the enterprise.

PLM also provides advanced document search and retrieval functionality. Increase your productivity by more efficiently managing the product life cycle — from design to end-of-life.

Product Costing

As a manufacturer, you consistently monitor product costs and analyze profitability as a way to pass on cost savings to customers while staying competitive.

Epicor offers the flexibility and accuracy that manufacturers need to analyze their product cost on a customer-by-customer, part-by-part, and job-by-job basis.

Product Configuration

Product Configuration enables on-the-fly configuration of highly customizable and dimensional products via a straightforward question-and-answer evaluation.

Product Configuration can be accessed from quote entry, order entry, and job entry. It is web-enabled and is also available to disconnected users employing Epicor Mobile Connect.

Epicor training and support are available to assist with configuration.

Product Management

Epicor Kinetic Product Management serves as the central hub for your process and product data and history. It provides collaboration and data exchange among enterprise users who interact with your products — including product managers, engineers, salespeople, buyers, and quality assurance representatives.

Epicor Product Lifecycle Management (PLM) provides a comprehensive end-to-end solution to manage all aspects of a product’s lifecycle, enabling enterprises to control the enormous number of electronic documents produced.

With Epicor Product Management, you can optimize the product lifecycle processes to increase the efficiency of your staff, create better quality products, launch new products in less time at a lower cost, and maximize profits.

Service and Asset Management

Epicor® Service and Asset Management capabilities are designed to help manufacturers and service organizations maintain equipment, optimize customer service, and keep all technicians and customer-support personnel informed.

We understand that your business needs to provide quick responses to customer incidents, keep your field operations informed and productive, and process returns quickly.

The Epicor Service Management and Field Service Automation solutions provide the visibility and accountability your business needs. Effective enterprise maintenance management solutions for monitoring and managing the deployment, performance, and maintenance of company and customer assets may be the most important tools for preventing operational surprises.

Epicor solutions enable manufacturers, distributors, and service organizations to save time and money by optimizing maintenance resources — improving equipment uptime and maintenance and field staff productivity.

Service Management Suite

Epicor Service Management

Epicor Kinetic Service Management optimizes customer service with timely responses to customer requests and puts knowledge in the hands of customer service personnel.

Epicor understands that customers want rapid response service. From initial contact with the customer regarding an incident, to in-the-field operations, to processing returns quickly and efficiently, Epicor Service Management provides the visibility and accountability your business needs.

Contract Management

Epicor Kinetic Contract Management, used in conjunction with Epicor Field Service, ensures the timely and accurate execution of service contracts.

Additionally, this solution holds the historical activities against the contract to better meet customer expectations.

Field Service

Epicor Kinetic Field Service is designed for people who install, repair, or service offsite or at the plant or depot. You can centralize all processes related to the dispatching of technicians and cost reporting of service calls in the field.

This application supports the drop shipment of service parts directly to the customer site. The application is set up for a single interface, so a dispatcher can track all stages of each service call with just a few mouse clicks.

Case Management

Case management is an essential part of building a better business. Improving the productivity and effectiveness of your support center leads to increased customer satisfaction.

Epicor CRM delivers solutions that help you deliver first-rate service to your customers while controlling costs.

From initial call to resolution and follow-up, Case Management provides a customer-focused solution for personalized, high-quality service. This comprehensive one-stop solution enables your service team to manage the current caseload and respond quickly to customers for industry-leading customer satisfaction.

The robust functionality of the CRM workbench is equipped with time-saving links to customer-focused activities (e.g., new quotes, orders, RMA requests, or service calls). In addition, there is a search-driven knowledge-base and case-driven workflow for standardizing case resolution.

Case Management is fully integrated with Field Service, part of Epicor Service Management, for easy access to dispatching field activities and providing field service representatives access to online answer books, existing customer field service calls, warranty information, and service contracts.

Return Material Authorization

Enhanced return processing offers enterprise-wide tracking of pending returns and disposition of these parts by unique returned material authorization (RMA) number.

Enter information about returns, and transfer that information to the different groups that may need to take action (e.g., inspection, billing, and order processing). Armed with full note capabilities and document management functionality, tracing the steps of a returned part for requirements certifications is inherent in the system.

Social Enterprise

Epicor Social Enterprise allows interaction with contacts using social media concepts to improve communication. Contacts can subscribe to receive updates about their accounts, service calls, cases, quotes, RMAs, orders – or any other changes to their information in Epicor Kinetic. These notifications can be shared or re-posted to other people within Epicor CRM.

Epicor Social Enterprise (ESE) brings familiar social collaboration tools to the workplace, using techniques established in social networks to allow our customers to quickly share and consume information from deep within their ERP solutions.

Epicor Kinetic allows users to mine and share critical information contained within an ERP system to resolve challenges, react to changes, and leverage opportunities.

ESE fuels collaboration and breaks down the barriers between ERP users and non-ERP users. It removes the silos that form around departments and allows an organization to leverage the full capability of all its employees.

Subscription Services

With Epicor ICE, users may subscribe to specific information using RSS. For example, a user may wish to attach an RSS feed to a particular contact at a customer site. Any time something happens to that contact, they can receive an update.

RSS information can be pushed to your container of choice, including the RSS Feeds Outlook Syndicated Content (RSS) Directory within Microsoft Office or via Windows Gadgets.

Web 2.0

Epicor understands the value that mass participation and collaboration, with the Web as an enabler, can bring to the business. Substantial advances and the ongoing maturity of the consumer web have brought new levels of productivity and self-evident usability to today’s technology consumers.

Even the rise in social computing and related technologies has an outlet in enterprise business software and are manifested in capabilities such as enterprise search and presence. Epicor ICE merges these emerging technologies, often referred to as Web 2.0, with Epicor True SOA™ to deliver unprecedented support for harnessing knowledge, rapidly finding information, and taking collaborative actions upon it.

Epicor ICE is the business architecture that underpins the Epicor enterprise business software and offers a true service-oriented architecture. This agile business process enabling technology builds on an already complete and robust framework. The toolset is helping our customers to both use and enhance Epicor applications at a business as opposed to a technology level — with minimum overhead.

Business Process Outsourcing Services

Epicor Business Process Outsourcing (BPO) services offer customers a way to effect business transformation through transition and ongoing task management of non-value-added processes.

As a natural progression from Epicor managed services, Epicor BPO customers do not just free themselves to focus on their core business; they gain time and resources to maximize new opportunities. At Epicor, business process outsourcing is far more than a cost-saving mechanism; it is a key business tool to manage cost, gain access to skilled resources when needed, and helps drive value into the business.

Today, Epicor Kinetic cannot only provide you with robust business applications for operational and financial needs such as accounts payable, but we can also manage a payables process on your behalf. With operations in Bratislava, Slovakia; Monterey, Mexico; and Kuala Lumpur, Malaysia, Epicor provides a global outsourcing opportunity.

Documentation

Epicor Kinetic provides an extensive set of documentation to help users get the most out of their Epicor solution. Developed for a wide audience that includes management, technical staff, and end users, the resources provide detailed information on installing, configuring, and using Epicor ERP applications.

Embedded Education

Embedded Education is a self-paced training module accessed directly within a training installation of Epicor Kinetic. Users can access more than 100 courses — each with detailed explanations and hands-on exercises.

Learners can easily navigate between courses and the related application using real-life business data through an Epicor education database. The courses provide a structured and repeatable learning experience for initial and ongoing training. As this is a licensed module, new training comes with each release of Epicor ERP, so users can more easily be trained and ready.

Epicor Consulting

Epicor Consulting provides a variety of services for implementation, training, process improvement, and software customization. Our consulting organization employs more than 800 highly skilled consultants delivering industry solutions around the world in the manufacturing, distribution, retail industry, hospitality industry, and services sectors.

Epicor Consultants help organizations plan and execute large projects, implement continuous improvement programs, and manage risks due to corporate change.

Epicor Education and Content Delivery

Epicor University delivers a suite of tools aligning with the different learning styles and needs of your employees.

Epicor Learning Center

Your Epicor Learning Center (ELC) allows you to deliver, manage, and track your company’s training needs from one central location. Here, you can access course materials, set and manage employee assignments, register for classes, and track training progress and test scores.

The ELC contains a broad catalog of Training on Demand courses and tests. Role-based agendas help you align courses and exams to each employee’s training needs, so they can learn a new topic, prepare for an upgrade, launch a new application, or dive more deeply into current applications.

Administrators may view individual test results or aggregate scores across the entire organization to easily track knowledge levels. Best of all, tests are not limited to Epicor content. You can add proprietary questions and tests to the ELC and then assign and track them as desired.

Epicor Service Connect

Epicor Service Connect is a powerful business integration platform — functioning as a central integration point for secure workflow orchestrations within your Epicor software applications, as well as external connectivity to other Epicor software and non-Epicor applications. Because Epicor Solutions are built using Epicor SOA, the power of Service Connect can be used to streamline processing within the application framework. Epicor Service Connect enables you to promote lean principles, continuous performance initiatives, and Six Sigma quality throughout the organization. You can also incorporate workflow and system orchestration through visual designers with little to no programming effort, easily link and transform XML documents to map to different systems, quickly review and track in-progress processes or after the process completes with Service Connect workflow logs and perform full dataset and multiple record updates in the same way as the web service update method processes data.

Hosting Services

An Epicor-hosted solution for those who would prefer not to have their Epicor solution housed on their own premise, Epicor hosting provides a secure, reliable, and cost-effective solution that combines all of the hardware, software, storage, and system management services you need to run your ERP solution.

Through strategic partnerships, Epicor Solutions leverage a Tier III data center that is SSAE 16 certified to host our applications on a 24×7×365 basis. The data center has redundant power sources with 99.95% availability and direct access to redundant, high-capacity connectivity to the major Internet providers.

The robust infrastructure enables us to configure solutions with assured availability, security, and performance. Epicor cloud solutions should also be considered which include cloud hosting for Epicor software.

Learning & Educational Services

Promoting end-user adoption and retention rates is the most important investment to make to ensure the success of a business software solution.

Today, Epicor offers extensive and comprehensive educational content designed to suit specific learning needs. From instructor-led courses conducted either virtually or in the classroom to self-paced curriculum and documentation, Epicor Education is there to help you succeed at a chosen pace and in the most convenient manner.

Epicor Education provides comprehensive learning tracks by role and expertise level to create the right training program for anyone in the organization.

Managed Services

Epicor Managed Services offers a set of flexible services that provide you with access to specialized resources and world-class facilities to meet your system needs. Epicor Managed Services also help ensure you are utilizing your internal resources the best way possible to increase your company’s performance and profitability.

As a part of our full suite of managed services, Epicor can either manage your equipment remotely that is housed at your site or host and manage your solution on your behalf in a data center. Either way, the end result is maximized system availability and optimization.

Professional Services

Epicor stands behind its products with a world-class support organization capable of serving our global customer base.

The Epicor professional services team consists of more than 350 people in 14 support centers around the world who are experts in our applications, technology, and industry. Their professional knowledge, coupled with advanced support tools and technology, provides customers with the best possible technical and application support.

REST Services

Representational state transfer (REST) services are a type of web service based on the architecture of the internet. Through this application program interface (API), these services link applications more easily through internet-type connections. These services use the OData REST Protocol, which adds query capabilities and metadata descriptions to enable OData-aware applications such as Microsoft Excel, Power BI®, or similar third-party applications to display real-time Epicor data. REST does this by exposing data and functions as unique Uniform Resource Locators (URLs) resources. Applications can then communicate with the REST services in the same way a web browser interacts with a website.

Security

Epicor’s comprehensive security features secure access to multiple companies without having to close all forms or carry out different logins when switching companies. Plus, Epicor ICE provides the option for Microsoft Windows Authentication, Windows Single Sign-on, and Password Policy, as well as method security protocols to secure types of processing users can carry out — like allowing a user to update an existing part but not add a new part — by user or group.

Subscription Services

Epicor ICE extends RSS subscription capabilities to Epicor application data. This means that business users may subscribe to specific information that they wish to be kept appraised of. By subscribing to a particular query using RSS, users will see information proactively pushed to them when the data behind that query changes. For example, a user may wish to attach an RSS feed to a particular contact at a customer site.

Any time something happens to that contact, they can receive a note about it. RSS information can be pushed to your container of choice, including the RSS Feeds Outlook Syndicated Content (RSS) Directory within Microsoft Office or via Windows Gadgets.

Support

Epicor customers depend not only on our software but also on our experience in supporting those solutions around the world. Epicor stands behind all of its products with a world-class support organization capable of serving our global customer base.

Epicor Support is a worldwide operation with over 350 people in 14 support centers located around the world. We provide our customers with the best possible technical and application support available today through personnel who are experts in our applications, technology, and industry, utilizing advanced support tools and technology.

Epicor customers also have access to our online customer support center, EPICweb. EPICweb provides 24×7 access to information, resources, and services, including customer account information, our online Knowledge Base, product documentation and downloads, online forums and communities, and other helpful information.