Epicor Tax Connect Certificates need to be updated in order for Epicor Tax Connect to function properly. If you have found your Tax Connect services impacted, please reach out to Encompass Solutions support staff for help in implementing the latest certificates at:

Email: support@encompass-inc.com

Phone: +1-336-617-4556

Chat: Support at the bottom right of your screen

For more information, please read the statement from Epicor below.

Epicor Tax Connect Certificates Announcement

ERP 9.XX.XXX, Vantage 8.XX.XXX or Vista 8.XX.XXX customers are asked to read and act on the applicable Tax Connect certification documents before October 15, 2018.  Customers who do not successfully install the new certificates by October 15, 2018, are advised that Epicor Tax Connect will cease to operate on this date.

The .zip file, which contains the new Tax Connect certificates for the respective customer environment, may be downloaded from the Epicor FTP site below using EpicWeb login credentials (as opposed to EpicCare login credentials):

Important Things to Note

  • The ERP system administrator or IT resource will need to review the attached Tax Connect certificate install guides to determine which set of install instructions to use and which Tax Connect Certificates.zip file to obtain and use for the respective Epicor, Vantage or Vista environment.
  • Although the Tax Connect Certificate .zip files are posted to the Vantage folder of the FTP site, it is also the correct FTP site folder to download from for those who have Epicor 9.XX.XXX or Vista 8.XX.XXX.
  • The ERP 9 Tax Connect New SSL Certificates Oct 2018.zip file, for Epicor ERP 9 only, is a small file size and will download quickly. This file can also be sent to an email account which accepts .zip file attachments. Some customers’ business email servers are configured to quarantine email messages received with .zip file attachments. If this applies to the customer’s company, the file can be sent to a personal email address such as gmail.com, for example. The file can also be attached to EpicCare support cases.
  • The Tax Connect New SSL Certificates Oct 2018 OE101B.zip file, for Vantage 8.03.XXX and for Vista 8.03.XXX only, is a large file size of approximately 100MB. It will take an extended period of time to download from the FTP site with total download time required dependent on the speed of the customer’s internet connection. This file is too large to be emailed to customers or to be attached to EpicCare support cases.

If you do not feel comfortable applying the new Tax Connect certificates to their Epicor 9, Vantage 8 or Vista 8 system using the install instructions provided in the available documents, are asked to open a new support case on the EpicCare Customer Portal, select the Asset/Module of Tax Connect, and refer to either Tax Connect or Avalara in the Short Description (summary line) of the case so it will be assigned to the correct Support team (Third Party Products – Financial) without delay. Although Epicor will not install the new certificates for customers, we can provide additional guidance for customers who have obtained the applicable .zip file for their environments.

When opening a new support case with Epicor’s Tax Connect Support team to request Tax Connect certificate installation assistance, customers are asked to provide the following information for their respective company:

  • Your company’s account number (a 5-digit number we formerly referred to as site ID) or company name.
  • The name, phone number, and email address of the IT contact at the respective site whom we may contact to provide guidance.
  • Your company’s version of Epicor ERP, Vantage or Vista, which can be confirmed by logging into the application, opening any screen, and then clicking Help > About.

NoteIf your company uses Epicor ERP version 10.X, the company is all set and does not need to take any action.

  • Your company’s Progress Open Edge version which is used with Epicor ERP, Vantage or Vista.

For additional assistance in the certification process, you can contact your Encompass Solutions CAM directly or Encompass Solutions support via the link below, by phone (336-617-4556), and by live chat.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, Epicor Platinum Partner, and NetSuite Solution Provider that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Epicor Insights 2018

Attending Epicor Insights 2018? Explore what’s ahead and start to plan your schedules for:

  • Technical Insight―Learn how to reduce costs and increase ROI
  • Practical Insight―Attend labs with Epicor technical staff demonstrating practical software solutions
  • Peer Insight―Network with fellow professionals, discuss common challenges and share solutions while enjoying all that Nashville has to offer
  • Expert Insight―Hear from Epicor executives regarding what lies ahead and schedule meetings with Epicor experts
  • Education ROI―Extended education sessions offer a deep dive into the business software you’re using today

You can view the full agenda here, including extended education sessions and hands-on labs. The events begin next week and we couldn’t be more excited!

Join Encompass For A Customer Appreciation Event At Epicor Insights 2018

We are looking forward to seeing you all at Insights. This is a great chance for all of our customers to both meet each other and exchange war stories, but also for you to get a chance for some face-time with your Encompass team ― this year there will be representation at both an Executive and Operations level, as well as the account management team ― Sonia and Dave both look forward to meeting new customers and spending time with those of you who have done business with Encompass for years.

Our team will be available throughout the event for meetings to discuss how we might support your organization in those endeavors. After a long day of training please join us for food and drink while surrounded by natural splendor beneath a soaring glass atrium in the Delta Pavilion Gazebo!

RECEPTION RVSP 

 


Epicor Insights 2018 Guest Keynote Speaker

We are pleased to announce that legendary NFL quarterback, Peyton Manning, will be joining us as the Epicor Insights 2018 guest keynote speaker.

An image of NFL quarterback, Peyton Manning, as the Epicor Insights 2018 guest keynote speaker

(Photo by Bobby Ellis/Getty Images)

Peyton Manning, the NFL’s only five-time Most Valuable Player and a 14-time Pro Bowl selection, has earned his place among the greatest quarterbacks in league history as a leader in nearly every statistical passing category. During the 2015/2016 season, Manning led the Denver Broncos to a 24-10 win over the Carolina Panthers in Super Bowl 50, making him the first starting quarterback in NFL history to win a Super Bowl with two different teams.

Manning has continued his efforts off the field and was honored as the recipient of the Byron “Whizzer” White Humanitarian Award and the NFL’s Walter Payton Man of the Year in 2005, the Bart Starr Award in 2015, and the Lincoln Medal in 2017.

Manning serves as a member of the American Red Cross National Celebrity Cabinet and The Pat Summit Foundation Advisory Board. He and his wife, Ashley, established the PeyBack Foundation in 1999 to promote the future success of disadvantaged youth by assisting programs that provide leadership and growth opportunities for children at risk. The payback Foundation has provided more than $13 million of impact to at-risk youth through its grants and programs since its inception.

Register today so you can secure your spot for Peyton Manning’s keynote!

Join Encompass For A Customer Appreciation Event At Insights 2018

We are looking forward to seeing you all at Insights.  the good news doesn’t end with the announcement of the Epicor Insights 2018 guest keynote speaker, either. This is a great chance for all of our customers to both meet each other, and exchange war stories, but also for you to get a chance for some face-time with your Encompass team – this year there will be representation at both an Executive and Operations level, as well as the account management team – Sonia and Dave both look forward to meeting new customers and spending time with those of you who have done business with Encompass for years.

Our team will be available throughout the event for meetings to discuss how we might support your organization in those endeavors. After a long day of training please join us for food and drink while surrounded by natural splendor beneath a soaring glass atrium in the Delta Pavilion Gazebo, Wednesday, May 23, 2018, from 5:00 PM – 7:00 PM!

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm and Epicor Platinum Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


Epicor Support Updates

We’ve been communicating with our customers over the past few months to inform them that some pretty big changes were coming their way. The changes concerned Epicor Support Updates to the company’s customer support policy. Those changes to Epicor customer support are now in effect. If you currently employ Epicor software in the operation of your enterprise, these changes could affect your level of support. Depending on your current version of ERP, you may find support considerably less comprehensive. This is a result of Epicor support rerouting resources to newer versions of ERP.

The purpose of the change is to establish support and planning for customers per release which will translate into better planning for updates, upgrades, and new releases into the future. This new path establishes a roadmap for growth and implementation of innovative tools toward for enterprises to employ alongside the developments released by Epicor.

a graphic of the Epicor Support Updates

Epicor Customer Support Changes Are Now Live.

The results are faster and easier integration with Epicor product advancement as well as service and development commitments emerging with specialization on the latest product releases.

Under the new system, two support profiles will exist:

Active Support – any release within 2 years of general availability

  • Optimum support experience
  • latest in tech & advancements
  • ongoing software updates
  • an innovative approach to support

Sustaining Support – 2 years or more after GA (no expiration)

  • ongoing experienced support
  • tech & advancements available through upgrade
  • access to existing updates
  • Stability approach to support (planning for next active release)

You can read more about what the changes mean for you and your enterprise, here.

Encompass Can Help

If you are a current Epicor customer feel the need to supplement your support following these changes from Epicor, Encompass Solutions is here to deliver support services you need. Whether you are on track to match the stride of Epicor or set your own pace for growth, we can support your enterprise with comprehensive and managed services with a pro-active approach to customer care.

About Encompass Solutions

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


Epicor Integrated Service Estimator Promotion

Epicor is happy to announce the winners of the January 2018 Epicor ISE drawing—an ongoing sweepstakes promotion for automotive service providers using the Epicor Integrated Service Estimator (ISE) solution. The contest is co-sponsored by Innova Electronics Corporation. The January first-place prize winner, Dan Pennington of Express Oil Change & Tire Engineers, Tampa, Fla., will receive an Innova 5160 CarScan PRO scan tool, and second-place prize winner Christopher Price of Flagship FastLube, Pearl City, Hawaii, will receive an Innova 5100 CarScan ABS/SRS tool.

“The Epicor Integrated Service Estimator sweepstakes is a great incentive for shops to take full advantage of the ISE solution for every mechanical repair and preventive maintenance job,” said Stephen Gannon, senior director, automotive product management and product development, Epicor. “ISE can help shops of all sizes increase revenue and business efficiency by eliminating time-intensive manual and phone-based estimating and sourcing processes. Congratulations to Dan and Christopher as our latest winners of professional-grade diagnostic tools from Innova.”

Through the promotion, which continues through May 31, 2018, businesses automatically earn one free sweepstakes entry with each order generated and completed through the ISE solution. Epicor will award a professional-grade Innova scan tool to each of two Epicor ISE customers per month. Visit www.epicor.com/ISEsweeps for program rules and alternative form of entry.

Used by thousands of tire dealerships, oil-and-lube facilities, transmission service business, tune-up specialists, and general repair shops, Epicor ISE supplies users with all the necessary information to identify, price, and source any of thousands of replacement parts and accurately estimate labor for virtually any repair or maintenance service job—all without picking up the telephone.

The Epicor ISE solution is powered by the Epicor industry-leading replacement parts database, as well as popular repair and maintenance packages, an aftermarket flat-rate labor guide, OEM-recommended vehicle service intervals information, a VIN decoder, cross-reference parts database, and more. In addition, an optional, mobile “Smart Inspection” feature is designed to improve service bay productivity by allowing technicians to record the condition of key vehicle systems and components during comprehensive, guided inspections. The solution can be used in conjunction with most leading shop management systems or as a standalone business-building tool.

To learn more about the ISE solution and the sweepstakes promotion, contact your Epicor representative or visit www.epicor.com/ISEsweeps.

Posted by the Epicor Social Media Team

About Encompass Solutions

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


It can be difficult For small and medium businesses to identify when it’s the right time to abandon internal systems, or implement if none exist, in favor of a complete ERP solution. Shedding siloed data structures and cobbled solutions that end up costing more in time and resources than they are worth can bring small and medium businesses into a new era of action.

ERP systems are the ideal solution, allowing small and medium businesses to compete with larger enterprises thanks to the more efficient use of company resources, more intelligent data, and improved analytics of day-to-day operations. Up to this point, small and medium businesses may have been able to operate on home-grown systems or just on-the-fly approaches to operations. However, these attempts to run a successful enterprise can only last so long. Eventually, serious hurdles will emerge and lead to setbacks. If left unaddressed, these setbacks can grow into more debilitating issues. Here are some indicators small and medium businesses can use in identifying that the time is right for an ERP implementation.

Inventory Issues

If your business is having trouble tracking inventory, red flags should be raised. Inventory control is a huge component of ERP as well as a defining characteristic of a successful business. When inventory can’t be accurately managed, sales orders fail to be fulfilled. As a result, customers lose faith and business drops off. When managing inventory levels turn into a guessing game, ERP implementation is the solution.

an image of a warehouse worker using a handheld scanner

Inventory Control Is A Key Component Of Operating A Successful Enterprise Of Any Size.

Inaccurate Forecasting

Is your business throwing darts at a board when it comes to forecasting sales figures into the near and distant future? If this is the case with your small or medium business, you need better intelligence. ERP systems provide exceptional business intelligence and data maintenance components that give you more accurate sales forecasting. This way, you’re better equipped to prepare for the future expansion of your operations.

 

3D illustration of a pushpin pinned in front of the text long term, Business vision or financial investment duration concept, horizontal image

Accurate Sales Forecasts Will Ensure Your Business Is Prepared To Meet The Challenges Of Growth.

Poor Analysis And Reporting

Reporting and business analysis are a must for any business looking to stay afloat for the long-term. ERP capabilities in these sectors provide business owners with a better understanding of market performance, trends, and customer preferences. Reports providing key metrics allow you and your teams to adapt to changes in the market. Being agile and able to develop new strategies through the insights ERP provides will ensure your business stands the best chances in a dynamic industry.

An image of an employee reviewing reports on a mobile tablet.

Insightful Data And Accurate Reporting Will Provide Your Business The Insights Needed To Identify Operational Shortcomings And How To Resolve Them.

Siloed Data Systems

When your departments are separated from data because they are operating within their own siloed systems, your business loses out on performance potential. Moving your operations to a unified online system will ensure all your employees are on the same page, with access to relevant data to deliver the best service to your customers. Information is a cornerstone of operations from the factory floor to the c-suite, no matter what size of business you operate. This improved visibility will allow employees to see exactly how they contribute to the business’ overall strategy and trajectory. Engage your employees and improve productivity by communicating strategy, setting measurable goals, and supporting your growth from the inside out using the unified data systems ERP solutions provide.

An image of a group of executives meeting to discuss figures and data.

Keeping Employees At Every Level Connected To Data Ensures A Complete Understanding Of Roles, Strategy, And Trajectory.

About Encompass Solutions

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


Picking and sorting of objects is an activity few humans look forward to with great elation. However, the tedious nature of the task is a prime candidate for automation using robotics. Beyond the obvious hardware that it takes for a robot to operate within the confines of a designated task, a less obvious one, machine vision, acts as a critical component of efficient robotic sorting. The technologies involved with machine vision, sensing, and object interaction are already being used by robots with great success on the International Space Station in completing even complex tasks, semi-autonomously.

Robotics labs around the world are hard at work refining the technology for applications in factories, warehouses, and even relief efforts in disaster areas. The environment in each example is likely one with an abundance of clutter as well as rife with objects of varying size, weight, and orientation. This is a perfect setting to test and apply the advancements of machine vision and object interaction.

a picture of machine vision in action on an assembly line.

Machine Vision Is Increasingly Relied Upon In Automation To Drive Quality And ROI. The Market Is Expected To Reach $18.7 Billion By 2022.

Components of Machine Vision

Machine vision has significant capabilities on factory floors and production lines. As systems acquire product images and extract the relevant information, the information is analyzed and communicated to the outside world. A lot goes into the technology behind machine vision, which can be broken down into five essential components: lighting, lenses, vision processing, image sensing, and communications.

Machine Vision Lighting

Lighting is essential to the success of machine vision results. By capturing images through analysis of reflected light, machine vision systems can effectively identify objects as well as their orientation in an environment. Several lighting techniques can be utilized by machine vision systems, including backlighting to measure external and edge measurements, structured lightning patterns to interpret angles on an object’s surface, and strobe lighting to freeze moving objects for examination or aid in countering blurring. These are only a few examples of the lighting techniques utilized in machine vision systems, which can also incorporate diffuse dome, bright-field, dark-field, and axial diffuse lighting. A more comprehensive guide to machine vision lighting can be found in this whitepaper from National Instruments.

Machine Vision Lenses

Just as in conventional cameras, lenses capture an image and deliver it to sensors within the camera. One can also think of this in terms of our eyes delivering the images we see to our brains for interpretation. Fixed and interchangeable lenses are the most common types of lenses in machine vision systems. Lenses of varying sizes and shapes are used to capture the most precise image for the system’s intended use. Fixed lenses are typically standalone components and can autofocus based on mechanical adjustment or as a fluid lens that automatically adjusts to deliver the highest quality. These lenses have a fixed field of view from a certain distance. On the other hand, interchangeable lenses are typically equipped with C-mounts or CS-mounts that allow them to be removed or attached at will to the systems they are enhancing. Vision Systems Design does an excellent job detailing the fundamentals of machine vision lenses in this article.

Machine Vision Image Sensors

An essential component of image capture, image sensors utilize a charged couple device (CCD) or a complementary metal oxide semiconductor (CMOS) to interpret light as electrical signals. In more easily digestible language, image sensors capture the reflected light from an image and make sense of the object, interpreting it as a digital image with precise details that aid in accurate measurements by processing software. A more comprehensive article on image sensors from Coventor can be found here.

Vision Processing Units

A Vision Processing Unit (VPU) is another component of machine vision that serves to extract information from the digital images captured by the cameras being used. The processing undertaken by these microprocessors can be completed externally or internally on a standalone system. A process completed over the course of several steps, images will first be acquired from the sensor and software will identify specific features of an image, including measurements and comparisons to reach a decision based on the result. The results are then communicated to the system to complete additional actions. While it is true that the physical components of machine vision are integral to the overall function of these systems, the processing algorithms that evaluate and compare results are the most influential. Processing software is responsible for configuring camera parameters, pass-fail detection, communicating information to factory floors, and supporting Human Machine Interface (HMI) development.

Machine Vision System Communications

As one might conclude from this brief overview of machine vision, these systems are an amalgamation of parts and components that must all work in unison to deliver accurate results consistently and in real-time. Add to this the fact that environments can change dynamically and at a moment’s notice raises necessity to realign vision on the fly. Communications are an essential component of machine vision systems and are typically executed through discrete I/O signals or via data delivered through a serial connection to a connected device, i.e. Ethernet or RS-232 output. Programmable logic controllers (PLC) are the favored connection made to discrete I/O points, which can control stack lights, solenoids or other indicators to trigger reject responses from the system.

Machine Vision Applications In Production Processes

As mentioned above, machine vision is already hard at work on the ISS. However, more candid applications exist right here on Earth. Industrial inspection is among the largest industries utilizing machine vision. However, many applications, such medical imaging, remote sensing, and autonomous vehicles use machine vision on a continuous basis.

Sorting

Machine vision applications in warehouse and factory conditions are exceptional at mitigating the amount of human error that can affect repetitive processes, such as bin-picking and sorting tasks. The technology allows for robots to make sense of a cluttered workspace or full bin and extract the relevant objects appropriately.

Assembly Verification

When quality is of the utmost importance, consistent outputs on the assembly line are necessary to a company’s bottom line. Inspection operations in assembly verification are completed in milliseconds to ensure that every item is up to spec and incomplete products don’t make it past the check.

Automation

Automating production is an essential function of manufacturing operations. Machine vision can assist in detecting system abnormalities, jams, and other hiccups that can affect the production process. Improving the consistency of operations ensures little interruption and a reduction in production costs that result from downtime.

Removing Defects

Automation demands two things: consistency and simplicity. When things get complicated they tend to also get expensive. Machine vision systems are capable of inspecting hundreds of items per minute to a high degree of accuracy, thus ensuring that defective items are removed from the equation before they can affect a business’ bottom line, without the need for complex systems of checks throughout the production process.

Identification

The ability to scan barcodes and other identifying under several difficult conditions, be it lighting, texture, or packaging, is essential to keep operations running smoothly. Machine vision systems help achieve optimum efficiency in quickly reading necessary labeling information on the production line and in distribution centers.

About Encompass Solutions

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


Epicor ERP Named Best Small Business ERP

A recent comparison of Epicor ERP, NetSuite, and Infor SyteLine in the small business category revealed that in 10 of the modules tested, Epicor ERP outscored the competition as the best small business ERP. A Vendor dedicated to proving powerful capabilities alongside ease of use, Epicor seeks to redefine the relationship workforces share with ERP. This includes the visualization, interaction, and information consumption for organizations.

The three vendors were compared across 10 main modules that include 2500 features and functions. After Epicor received top marks for five of the 10 main modules tested – General Ledger, Accounts Payable, Accounts Receivable, Job and Projecting cost, and Sales Management – Technology Evaluation Centers’ (TEC) Vendor Showdowns placed Infor SyteLine and NetSuite in second and third place respectively.

ERP Vendor Showdowns

A regular installment from Technology Evaluation Centers, Vendor Showdowns provides unbiased comparisons of software according to set criteria. Complete scoring and rules can be found here. In short, top marks are received for complete support out-of-the-box with ratings decreasing from that benchmark of functionality.

a picture of executives racing each other on a track symbolizing Epicor ERP winning as the Best Small Business ERP

Vendors Were Evaluated By TEC Across 10 Product Categories As Well As 2,500 Functions And Features.

According to TEC’s Vendor Showdowns editor Larry Blitz, “After taking a look at the results of our small business software vendor showdown it is evident that Epicor is the strongest solution overall, followed by Infor, with NetSuite ranking third.” TEC’s Blitz went on to detail Infor SyteLine’s performance in receiving marks for the Inventory, Budgeting, and Manufacturing modules. NetSuite received its recognition in Fixed Assets performance.

About Epicor

Epicor aims to provide the Best Small Business ERP with powerful capabilities alongside accessibility. With the goal of innovating how ERP is used, deployed, and managed, Epicor goes beyond reinventing interfaces and focuses more on the relationship between ERP systems and people. By removing the barriers standing between business and information, Epicor minimizes the steps taken to gain actionable insights and drive growth.

About Technology Evaluation Centers

An independent software analysis firm, Technology Evaluation Centers (TEC) helps organizations of all sizes to identify software solutions aligned with business’ unique requirements. With professional expertise in the realm of ERP, CRM, HCM, and BI, TEC is positioned as a leading authority on software in more than 40 categories with more than 25,000 functions and features. Utilizing a proprietary decision-support engine, TEC lets users in professional services, retail, distribution and wholesale, health care, energy, financial services, education, and many more industries find the right software for their needs in a fraction of the time when compared to traditional consulting.

About Encompass Solutions

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


Epicor Data Analytics 7.3.0

Epicor Data Analytics (EDA) Release 7.3.0 has gone live and is now available to EDA customers. This release contains several bug fixes, new features, and key improvements. Here are the biggest takeaways to appear in the Epicor Data Analytics 7.3.0 update. For more information on the capabilities and functionality of Epicor ERP, click the more info button below.

Nested Grids In Epicor Data Analytics 7.3.0

The new “marquee” feature for the Epicor Data Analytics 7.3.0 release, grid nesting allows users to create an “expand/contract” report within the EDA grid. Grouped by dimension, the nested grid will allow up to three levels of detail to be displayed. This can include everything from customer data, purchase history, and product information. Whatever data you wish to associate in the view, your preferences can be saved, added to the dashboard of your choice, or exported.

A screenshot of the Epicor Data Analytics 7.3.0 nested grids feature in use.

The Nested Grids Feature Is Useful On Many Levels. A full video of the nested grids feature and its capability can be viewed, here.

Data Snapshot Retention In Epicor Data Analytics 7.3.0

Administrators syncing data within Epicor Data Analytics 7.3.0, retention of historical snapshots can be an invaluable tool when working with datasets. To use the feature, tick the ‘Retain snapshot’ box when adding a file in Sync. Retention periods can be set for both daily and monthly periods. This feature is especially useful when working with data that is updated in real-time, allowing you to retain and view historical snapshots at-will.

a screenshot of the Epicor Data Analytics 7.3.0 data retention snapshot feature in use.

Reference Your Snap Shots For An Easy Look Back At Historical Data.

Retained data can be viewed by navigating to Administration > Sync sources and selecting the relevant source to view in more detail. In the example below, each snapshot is identified by its timestamp according to the retention period previously set by the user.

Enable and Disable Sync Items Functionality In Epicor Data Analytics 7.3.0

Administrators who have been looking for a veritable pause button when it comes to data sync will find just that with the new Enable/Disable Sync Items functionality released in EDA 7.3.0. The function is easy to engage. All admins need to do is tick enable box in the Data Items panel prior to sync taking place.

A screenshot of how items are enabled and disabled for syncing in the Epicor Data Analytics 7.3.0 Interface.

Enabling And Disabling Sync For Your Items Is A One-Click Action.

Newly added items and items being edited can also be enabled or disabled for sync using the same method.

A screenshot of the Epicor Data Analytics 7.3.0 Enable and Disable Sync functionality works for newly added items.

Enable Sync When Adding A New Item With A Single Click. You Can Always Disable Later If You Choose.

About Encompass Solutions

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


Integrated Service Estimator Solution Winners

Congratulations to the first two winners of professional-grade Innova scan tools for their participation in the Epicor Integrated Service Estimator Solution Sweepstakes! The first-place prize winner, Darrin Gilliam of Express Oil Change & Tire Engineers, Daphne, Ala., will receive an Innova 5160 CarScan PRO scan tool. The second-place prize winner, Randy Wilkens of Kwik Kar Automotive, Kansas City, Mo., will receive an Innova 5100 CarScan ABS/SRS tool.

“We congratulate Darrin and Randy for winning the first of 12 Innova scan tools in our six-month promotion,” said Stephen Gannon, senior director, automotive, product management and product development, Epicor Software. “Epicor ISE is a powerful business tool that helps shops grow their mechanical repair volume by streamlining the estimating and parts sourcing processes. Service writers and technicians who rely on ISE can save time and provide a higher level of customer service while earning free chances to win an Innova scan tool. It’s a win-win opportunity for every shop that relies on ISE to drive business growth and improved margin performance.”

The Epicor promotion, which continues through May 31, 2018, will award a total of 12 premium Innova scan tools to Epicor Integrated Service Estimator Solution customers via monthly drawings. Businesses using the web-based solution will automatically earn one free entry with each order generated and completed through the solution. Epicor will randomly select two winners each month to receive either an Innova 5160 CarScan PRO (First-Place Prize) or an Innova 5100 CarScan ABS/SRS (Second-Place Prize). Visit www.epicor.com/ISEsweeps for program rules and alternative form of entry.

Used by thousands of tire dealerships, oil-and-lube facilities, transmission service business, tune-up specialists, and general repair shops, the Epicor Integrated Service Estimator Solution enables users to write comprehensive, accurate repair estimates and identify, price, and source replacement parts in a fraction of the time normally required through manual processes. Parts, labor, and pricing information can automatically be imported into estimates, work orders, and invoices, simplifying the workload for shop service writers. In addition, an optional, mobile “Smart Inspection” feature helps to boost service bay productivity by allowing technicians to record the condition of key vehicle systems and components during comprehensive, guided inspections.

The solution is powered by the Epicor industry-leading replacement parts database, as well as popular repair and maintenance packages, an aftermarket flat-rate labor guide, OEM-recommended vehicle service intervals information, a VIN decoder, cross-reference parts database, and more. To learn more about the solution and the sweepstakes promotion, contact your Epicor representative or visit www.epicor.com/ISEsweeps. For more information about Innova tools and accessories, visit www.pro.innova.com.

Posted by the Epicor Social Media Team

About Encompass Solutions

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