Below you will find a listing of all the currently scheduled Epicor customer webinars for June 2021.
Epicor Kinetic Webcast
Kinetic: A webcast on everything related to the user experience transformation ahead of the Kinetic (the new name for Epicor ERP) 2021.1 release. During this webcast, customers will learn about adopting the new UX, phased roll-out approach, education and training resources, and a Kinetic UX demonstration.
Application Studio: A webcast on the process to upgrade your classic customizations to the new user experience in Kinetic 2021.1. During this webcast, customers will learn about how to make the move from customizations to low/no code configurations done in Application Studio, the benefits that come with it, and the resources available to support them in this journey.
Cyber Security: A webcast on cloud-based ERP and Epicor security controls. During this webcast, customers will learn about gaining peace of mind with antimalware, redundant backups, and disaster recovery, isolating enterprise systems to reduce the risk of ERP data exposure, control access with multi-factor authentication controls, complying with industry regulations such as ITAR and CMMC and extending protection to include local machines and other hardware.
1 EDI Source: A webcast on the new Amazon eCommerce Connector from Epicor EDI (formerly 1 EDI Source). During this webcast, customers will learn about how the connector automates order processing and automatically updates the inventory levels on Amazon from Kinetic so customers receive a better online buying experience while also automating manual order entry processes.
Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.
Watch this short video (5:17) for an efficient and concise overview of the state of credit collections in your organization with graphs, trends, projections, team performance, and self-service usage reports.
Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.
Register for these upcoming Epicor customer webinars for May 2021. Topics for this month include Advanced Requisition Management (ARM), Intelligent Data Capture (IDC), and Epicor University.
Epicor Customer Webinars for May 2021
Advanced Requisition Management (ARM): A webcast on Epicor Advanced Requisition Management called Four New Supply Chain Resiliency Features and Enhanced Procurement with Advanced Requisition Management (ARM) for all US/CAN Current Epicor for Manufacturing & Current Partner Owned Customers alongside ISV partner Precise. During this webcast, customers will learn how to enable Kinetic (The New Name for Epicor ERP) for complete visibility and control over their procurement processes.
Epicor Intelligent Data Capture (IDC): A webcast called Eliminate Manual Data Entry with Epicor IDC (Intelligent Data Capture) for all US/CAN Current Epicor for Manufacturing & Current Partner Owned Customers. During this webcast, customers will learn about Epicor IDC and its capabilities of identifying and capturing data from nearly any business document, thus eliminating hours of manual data entry while improving productivity and accuracy.
Epicor University: A webcast called Learning Designed to Get You Where You Need to Go, with Epicor University for all US/CAN Current Epicor for Manufacturing & Partner Owned Customers. During this webcast, customers will learn how our new hands-on training courses support a better journey, explore the enhancements to our in-product support – and the evolution of training with Epicor.
Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.
It has come to our attention that recent Microsoft updates have impacted several users’ Epicor environments in terms of performance. These Epicor Client performance problems manifest most often in significantly decreased speeds and hang time when carrying out processes within the Epicor system. The updates causing the issues were released by Microsoft in both February and April of 2021. Sr Principal Engineer, Epicor ERP Technical Support, Nathan Anderson, has identified one potential resolution in the form of an Epicor Preview Microsoft Fix.
Keep in mind, that his article is not a formal recommendation for any one business in particular. This potential fix may be able to alleviate a system’s poor performance as a result of those aforementioned Microsoft updates. Each customer will need to determine whether or not this fix is appropriate for their system after due consideration of the variables as summarized in KB0108621 and elsewhere. This fix is only meant to remedy system performance issues until an official solution is provided by Microsoft through their official update channel.
A Statement From Nathan Anderson
The steps to apply the preview Microsoft fix below are provided to try to help our customers that have been negatively impacted by these Microsoft updates until the official fix can be delivered by Microsoft through their normal update channel. Epicor ERP Support has made every effort to document this process in a way that would lead to the greatest chance of success while working with the conflicting interest of doing so as quickly as possible.
The steps that follow are technical in nature, and may be beyond what a specific user can successfully execute despite ERP Support’s efforts to streamline the steps to apply a fix to a product we don’t support using a process the author of this knowledge article was first exposed to applying the preview fix being discussed in this article. If there are challenges that prevent the successful application of this Microsoft preview fix, and while ERP Support would not be able to assist there are resources available that would be able to assist further including Epicor Professional Services and Epicor’s Partner network.
-Nathan Anderson
Sr Principal Engineer, Epicor ERP Technical Support
High-level Technical Information Regarding The Preview Fix From Microsoft
This is an interim delivery mechanism for this preview fix as Microsoft will be rolling it into an upcoming Patch Tuesday– the specific date of which has not been set by Microsoft at this time.
The preview fix will not need to be uninstalled for the official Windows patch to be applied when it is released through regular Microsoft update channels.
The preview fix will lead to the same performance behavior outcome as the official fix. This is the final production quality fix.
There is a Local Group Policy adjustment to apply the preview fix (this step will not be required with the official fix from Microsoft). The only difference between the official Windows update and this preview fix is the adjustment required for the preview fix.
Steps To Apply Epicor Preview Microsoft Fix
1. Log into the Windows machine in question with a user account that has local administrator rights, then click Start and launch winver.
2. When the About Windows form appears, locate and make note of the Windows version.
3. Download the Microsoft hotfix for the Windows version identified in step 2 from the table below.
4. Locate the downloaded Microsoft hotfix .msi, and right-click > Install.
5. Click Next/Yes through the setup wizard, then click the Finish button when the Completed the Known Issue Rollback Policy Definitions Setup Wizard window appears.
6. Click Start and launch Edit group policy.
7. Within Local Group Policy Editor, navigate to:
NOTE: The specific navigation for this step will be different based on the Windows version of the Microsoft fix installed. Only one of the following will be available–navigate to the subfolder node that begins with Windows 10
Computer Configuration > Administrative Templates > KB4601383 Issue 003 Rollback > Windows 10, version 1809 and Windows Server 2019
OR Computer Configuration > Administrative Templates > KB4601380 Issue 001 Rollback > Windows 10, version 1903
OR Computer Configuration > Administrative Templates > KB4598291 Issue 001 Rollback > Windows 10, version 2004
8. Right-click on one of the following settings and select Edit
NOTE: The specific setting name for this step will be different based on the Windows version of the Microsoft fix installed. Only one of the following will be available– right-click > Edit on that setting.
OR
OR
9. Select Disabled, then click Apply and OK.
10. Restart the machine to complete the process.
Video Recording of Epicor Preview Microsoft Fix Process
Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.
The Epicor Data Management Tool (DMT) is an application that many Epicor ERP clients use to import information into their Epicor systems and to make mass updates. Many clients already know how to use the tool through the standard UI interface. The command line interface allows for interacting with the DMT without the need for user intervention.
The Benefit of Accessing Epicor Data Management Tool via Command Line
By allowing us to interface directly with DMT, this allows for us developers/consultants to quickly import information into Epicor. Such information that can be imported for both new and updating include:
Parts
Material Issue
Return Material
Quantity Adjustments
Jobs
Job Receipt to Inventory
Many More
Under normal circumstances, we would need to utilize the standard Business Objects or APIs to make these transactions and updates within the system. This can add a lot of overhead when performing a large number of transactions at a time. Pushing these through the DMT usually allows for us to process a greater number of transactions more quickly, with only the need to write the CSV file and kick off the application.
Getting started with Epicor Data Management Tool (DMT) via Command Line
Epicor provides a good amount of information regarding the DMT and the command line interface. Here is some documentation on it, so long as you have an EpicWeb account. you can find those resources, here.
The above resource provides all of the options that can be used with the DMT.exe and some basic examples. Beyond that, I would recommend anybody who would want to use this to use the DMT to create the templates for what they would want to import. By default, it automatically selects the required fields, so it’s just a matter of adding in the fields that need to be updated/inserted.
Kicking off the DMT via a BPM is how I had originally done this for an Encompass client in Life Sciences manufacturing and I imagine that this would probably be the most universal way for it to be used. With that said, using the DMT in this way is not viable for Cloud clients as the DMT isn’t available for execution from the server side of things.
Cloud clients can still utilize the DMT, even with the command line, but it would need to be through a different methodology, such as a script file or through a local application that has access to the DMT install.
For more information on utilizing Epicor Data Management Tool via Command Line, reach out to Encompass using the link below.
Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.
Epicor has announced the upcoming major product upgrade of Epicor Kinetic 2021.1 in April 2021. This upgrade not only represents a major milestone in the advancement of manufacturing solutions from Epicor, but also a complete rebranding of the Epicor ERP solutions as Epicor Kinetic.
Epicor Kinetic 2021.1 represents decades of the Epicor manufacturing expertise fully reimagined for today’s modern workforce and digital business. Given the such depth of enhancements in this upgrade, the standard testing timeframe for customers on cadence has been extended from four weeks to seven weeks.
What’s New in Epicor Kinetic 2021.1
More details will be released, but a few highlights include:
A Transformed User Experience
Enjoy the fresh look and intuitive design of all your most-used screens and forms – now accessible in a web browser – as the user experience transformation is getting closer to completion.
Expanded Capabilities of Application Studio
Your daily users will appreciate what your power users already know – This robust low/no code toolset is more feature-rich and intuitive to help even the casual user personalize screens to work faster and smarter.
Improved Help & Support Panel
With so many new features, it’s important to have quick and easy access to help when you need it. The Help & Support panel now features familiar type-head predictive search results and more ways to personalize your favorite topics.
Important Dates For Epicor Kinetic Upgrades
For cadence customers
Date
Event
Details
Wednesday, April 14, 2021
Data Refresh in Pilot
For all live Public Cloud customers staying on cadence, your pilot database will be automatically refreshed this day. Additional environments are not automatically refreshed, but if you would like them to be, please submit a case in EpicCare by Friday, April 9.
For implementing customers staying on cadence, your pilot database will not be automatically refreshed, unless you submit an EpicCare ticket requesting a refresh by Friday, April 9. Please note that you will not be able to have your database refreshed from Production to Pilot during the upgrade testing period.
Thursday, April 15, 2021
Data Refresh in Pilot for MT/Express
For all legacy Multi-tenant and Express customers, your pilot database will be automatically refreshed this day.
Friday, April 16, 2021 –
Saturday, April 17, 2021
Pilot System Upgrade to 2021.1
During this time, your Pilot system, Education environment, and additional environments will be unavailable while Epicor performs your upgrade, but don’t worry—your Production system will not be affected by the new release. Once it is complete, log in to your Pilot system (and other environments) to start exploring what’s new.
Sunday, April 18, 2021 –
Friday, June 4, 2021
Extended Testing Timeline
There are seven weeks to test in the Pilot. Between the upgrade from Pilot to Production, there will be two updates for customers on cadence.
Tuesday, May 11, 2021
Pilot System Update to 2021.1.2
Your Pilot system and additional environments will be updated to include quality enhancements.
Tuesday, June 1, 2021
Pilot System Update to 2021.1.3
This will be the second and last update before the upgrade to Production
Tuesday, June 1, 2021
UBC Opt-In Deadline
Multi-tenant and Express customers (legacy cloud customers)
If Multi-tenant and Express customers want Epicor to move your unique business components (UBCs) from your Pilot environment to your Production environment, you must submit an EpicCare ticket to opt into the process. If you do not submit an EpicCare ticket to opt into the process, the UBCs from your Pilot environment will not be moved by Epicor to the Production environment.
Public Cloud customers (Azure)
Customers on the public cloud that would like to move your unique business components (UBCs) from your Pilot environment to the Production environment, please refer to KB0035160 for instructions, or attend the complimentary “Learn How to Manage Your Unique Business Components” course from Epicor University.
Saturday, June 5, 2021 –
Sunday, June 6, 2021
Production System Upgrade to 2021.1.3
Your upgrade weekend arrives! While Epicor upgrades your Production system to Epicor Kinetic 2021.1.3, your system will be unavailable for several hours during this time.
Flex Customers
Date
Event
Details
Friday, April 9, 2021
Deadline for Flex Customers
Deadline for customers purchasing the Flex option to submit an EpicCare ticket indicating your preference to defer your upgrade to one of the alternate upgrade dates listed below.
Week of June 21, 2021
Flex Option #1:
Pilot System Upgrade
For Flex Option #1 customers, your Pilot system, Education environment, and additional environments will be unavailable while Epicor performs your upgrade, but don’t worry—your Production system will not be affected by the new release. Once it is complete, log in to your Pilot system (and other environments) to start exploring what’s new.
Week of July 19, 2021
Flex Option #2:
Pilot System Upgrade
For Flex Option #2 customers, your Pilot system, Education environment, and additional environments will be unavailable while Epicor performs your upgrade, but don’t worry—your Production system will not be affected by the new release. Once it is complete, log in to your Pilot system (and other environments) to start exploring what’s new.
Friday, July 24, 2021 –
Saturday, July 25, 2021
Flex Option #1
Production System Upgrade to 2021.1
Flex Option #1 customers: your upgrade weekend arrives! While Epicor upgrades your Production system to Epicor Kinetic 2021.1, your system will be unavailable for several hours during this time.
Friday, August 21, 2021 –
Saturday, August 22, 2021
Flex Option #2
Production System Upgrade to 2021.1
Flex Option #2 customers: your upgrade weekend arrives! While Epicor upgrades your Production system to Epicor Cloud ERP Kinetic 2021.1, your system will be unavailable for several hours during this time.
Note that dates are subject to change.
How To Prepare
Epicor will upgrade your Pilot system and any additional environments seven weeks before Production for customers on cadence. This will provide an opportunity to explore the functionality updates in 2021.1.1 without affecting your Production system.
As a best practice, please use this time to review and make any necessary changes to your Unique Business Components (UBCs)—custom reports, BPMs, User Interface customizations, etc.—to ensure everything continues to operate as expected. There will be more information regarding sample test plans and more that will be made available to you on EpicWeb Documentation.
Flexing Your Epicor Kinetic Upgrade
Subscribers to the Epicor Public Cloud Flex Option can follow the same schedule, but you have the option to defer your upgrade to Epicor Kinetic 2021.1. Below are the two date options for your flex upgrade. Please note the deferred upgrades still have the usual four weeks to test. If you are a Premium Flex Test subscriber, please communicate your preferences by the same deadline and process below.
Pilot
Production
Option 1:
Week of June 21, 2021
July 24-25, 2021
Option 2:
Week of July 19, 2021
August 21-22, 2021
Pilot upgrade dates will be communicated closer to the date.
If you choose to defer, you must submit an EpicCare ticket by Friday, April 9 with your selected upgrade date (Option 1 or Option 2) and we will send you a personalized confirmation with your instructions. We must receive your deferral no later than Friday, April 9. If you do not choose to defer, we’ll keep you on cadence and automatically upgrade your system in June 2021.
Note: If you choose to defer your upgrade, you will not receive any 700.x updates after the 10.2.700.12 update. We only host the upgrade webinars on April 6 and April 7, but replays are accessible at any time afterward as documentation on EpicWeb. If you defer, you are strongly encouraged to either attend or watch the replay so you are aware of the upgrade process.
Next Steps
1. Watch the “What’s New in Epicor Kinetic 2021” Webcast Replay
The webcasts were held in early April. If you were not able to attend or need a refresher, we encourage you to watch the replay to understand how to prepare, ways to leverage the new functionality for driving business growth and be aware of the upgrade process. The link to view on demand is coming soon!
2. Before Your Upgrade
Take a look at all of your Epicor Kinetic 2021.1 resources in Documentation – available mid-April. Particularly useful documents include:
What’s New via the Feature Summary
Upgrade Guide
Change list in the Release Notes document
3. During Your Testing Window
Resolve any issues with your configurations
Test your business flow in critical areas
*Testing tip: print customer-facing documents
Review daily, weekly, and monthly processes
And as a reminder, reach out to your Encompass CAM or EpicCare anytime you have a question or need application support.
Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.
On Tuesday, April 6th, Epicor announced that going forward Epicor ERP, its flagship software solution for manufacturing industries, will be referred to as Epicor Kinetic and defined by the new Epicor Kinetic User Experience.
As the latest product update of Epicor ERP Cloud emerges in the form of version 11, this exciting change coincides with the many enhancements to functionality and overall user experience.
Epicor ERP Becomes Epicor Kinetic
Epicor ERP will “officially” become Epicor Kinetic with the general availability release on June 10, 2021. The initial product release will be called Epicor Kinetic 2021.1.
The ideal platform for manufacturers, Epicor Kinetic is a modern solution that serves the needs of businesses that make the things that keep the world moving. The recent evolution of Epicor Kinetic reveals a great new user experience that represents the lively, energetic impact of an entire ERP solution to accelerate business ambitions.
Top Epicor Kinetic User Experience Benefits
Technology is ever evolving. We’re continuously innovating to deliver the modern and intuitive applications your business needs to stay competitive today and tomorrow. Discover the top user experience benefits you get when upgrading to the latest release of Epicor Kinetic.
Simplicity – Attract and retain talent with modern and intuitive applications that boost productivity and simplify everyday tasks. The Epicor Design System enables a simple and delightful user interface that provides a consistent experience across applications. Reduce training and user onboarding time with embedded guided learning and contextual education tools that enable users to learn as they go.
Mobility – Browser-based user experience that provides the mobility you need to keep your business running anytime, anywhere. No matter if you’re visiting a client on the field, walking through the shop floor, or sitting at your desk, you’ll be able to easily access the system through the device and browser of your choice.
Connectivity – Enable connections between users, business workflows, and processes. Extend technology beyond power users and incentive greater internal collaboration with solutions like Epicor Collaborate, Epicor IoT, and Epicor Virtual Agent.
Efficiency – Happy employees are more productive and engaged. Complete tasks in less time and optimize processes. Everything is easily accessible through the main menu and the Home Page can be personalized by the user. Screens show the most relevant information and let you drill down into details with expandable panel cards as you need.
Tailored Experience – Create your own experience at a user or company level. We take system flexibility to the next level with Application Studio. Tailor applications with a best-practice approach in a low/no-code environment, that is compatible with the cloud and its upgrade resilient.
Reach out to Encompass for more information on how the Epicor Kinetic User Experience can help better manage your business today.
Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.
Accounts receivable is one of the largest business assets and the most accessible source of working capital. Yet most businesses fail to manage receivables effectively—resulting in back office inefficiencies, higher Days Sales Outstanding (DSO), and slower cash flow. Every $1 million in sales may potentially cost a business $40,000 annually in interest. Diminish the risk of bad debt write-offs with a more strategic credit and collection approach.
Epicor Cash Collect helps your team optimize credit decisions and resolve invoice disputes faster to unlock cash flow.
Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.
As we continue making progress through the Kinetic journey, more reports and processes are available to our customers to test and provide important feedback that shapes Epicor ERP Kinetic innovations. Providing early access helps us drive user adoption among Epicor ERP Cloud and On-premise customers.
The program has been designed and developed to engage with customers and work through Kinetic based workflows by individual personas.
For Encompass, the goals of the program are to help us become Kinetic champions, drive customer adoption, and provide us with additional opportunities to engage with customers and help them through the Kinetic transformation journey.
For Epicor users, this is their chance to have their opinions heard as subject matter experts to inform the overall design of the tools, and their governing processes, and to make sure Kinetic is a product that works for them.
Epicor ERP Kinetic User Experience Program Outline
A brief outline of how the Epicor ERP Kinetic User Experience Program is structured can be viewed below.
Objective
Survey and Record user’s kinetic experience and report our observations working within the same framework as a Certified Epicor Partner on the following components:
Navigation
Content
Presentation
Performance
The effort is focused on change management and the new Kinetic design framework/user interface that Epicor will be rolling out in future releases.
The data this program seeks to capture and use to inform the evolution of the Kinetic Design Framework:
Comparison to legacy interface
Performance
Functionality
Usability
On user Adoption and buy-in
Are users “in” when it comes to the functionality provided by the current system?
If not, what needs to change to get buy-in?
Metrics/KPIs from which to draw insight
Task completion
Time on task
Sentiment
Currently Completed Epicor ERP Kinetic Personas
Personas are synonymous with a professional’s role within a company. The following personas are complete or nearly complete in terms of the functionality of Kinetic form and workflow design.
Finance
Accounts Payable
Accounts Receivable
Tax Accountant
Treasurer
CFO
General Accountant/Controller
Inventory
Shipping
Inventory Manager
Warehouse Manager
Manufacturing
Planner/Scheduler
Projects
Project Manager
Many dozens more personas are remaining that are being developed and will require future testing. They will be added to the program as soon as they are at least 80% complete.
How To Participate In The Epicor ERP Kinetic User Experience Program
Following our invitation, users will need to confirm their interest to participate with their Customer Account Manager (CAM).
Following confirmation, users will then receive instructions from the Encompass Solutions, Inc. (ESI) development team on how to gain access to the development environment and proceed with testing.
This participation requests certain recording activities (webcam and audio sharing) and consents to inform the overall user experience when working with these newly developed tools, but webcam and audio recordings arenot required for participation. Screen recording is required as a component of the program to track the user’s progress through the Kinetic workflows and inform further development and improve the overall user experience.
The Process will be split into four sections, which are as follows:
Review Prerequisites – For a customer to review before beginning, screen recording software (required), webcam and audio sharing (optional), program guide and overview documents review, printer access (optional), test environment 10.2.700 or higher (higher versions have more forms available), access to the internet (Chrome browser), 1 hour per persona activity.
Demographics – A LinkID will be created to be linked to the persona, testing, and surveys.
Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.
Epicor has announced the upcoming Epicor ERP Cloud 11.1.100 upgrade in April 2021. Epicor ERP Cloud E11 is a major product upgrade and represents decades of the Epicor manufacturing expertise fully reimagined for today’s modern workforce and digital business. Given the such depth of enhancements in this upgrade, the standard testing timeframe for customers on cadence has been extended from four weeks to seven weeks.
Epicor ERP 11 will become generally available in mid-June, 2021.
What’s New in Epicor ERP 11.1.100
More details will be released shortly, but a few highlights include:
A transformed user experience
Enjoy the fresh look and intuitive design of all your most-used screens and forms – now accessible in a web browser – as the user experience transformation is getting closer to completion.
Expanded capabilities of Application Studio
Your daily users will appreciate what your power users already know – This robust low/no code toolset is more feature-rich and intuitive to help even the casual user personalize screens to work faster and smarter.
Improved Help & Support Panel
With so many new features, it’s important to have quick and easy access to help when you need it. The Help & Support panel now features familiar type-ahead predictive search results and more ways to personalize your favorite topics.
Date
Event
Details
Tuesday, April 6, 2021, &
Wednesday, April 7, 2021
Upgrade webinars
Upgrade webinars are held, recorded, and posted as documentation in EpicWeb. Please plan to join or watch the replay so you are aware of the upgrade process. Webinar registration information will be sent in mid-March.
Friday, April 9, 2021
Deadline for Flex customers
Deadline for customers purchasing the Flex option to submit an EpicCare ticket indicating your preference to defer your upgrade to one of the alternate upgrade dates listed below
Friday, April 16, 2021 –
Saturday, April 17, 2021
Pilot system upgrade to 11.1.100.0
During this time, your Pilot system and additional environments will be unavailable while Epicor performs your upgrade, but don’t worry—your Production system will not be affected by the new release. Once it is complete, log in to your Pilot system (and other environments) to start exploring what’s new.
Friday, April 16, 2021 –
Saturday, April 17, 2021
Extended testing timeline
There are seven weeks to test in the Pilot. Between the upgrade to Pilot to Production, there will be two updates for customers on cadence.
Tuesday, May 11, 2021
A pilot system update to 11.1.100.2
Your Pilot system and additional environments will be updated to include quality enhancements.
Tuesday, June 1, 2021
A pilot system update to 11.1.100.3
This will be the second and last update before the upgrade to Production
Tuesday, June 1, 2021
UBC Opt-In Deadline
Multitenant and Express customers (legacy cloud customers)
If Multitenant and Express customers want Epicor to move your UBCs from your Pilot environment to your Production environment, you must submit an EpicCare ticket to opt into the process. If you do not submit an EpicCare ticket to opt into the process, the UBCs from your Pilot environment will not be moved by Epicor to the Production environment.
Public Cloud customers
Dedicated tenant customers that would like to move your UBCs from your Pilot environment to the Production environment, please refer to KB0035160 for instructions, or attend the complimentary “Learn How to Manage Your Unique Business Components” course from Epicor University.
Saturday, June 5, 2021 –
Sunday, June 6, 2021
Production system upgrade to 11.1.100.3
Your upgrade weekend arrives! While Epicor upgrades your production system to Epicor Cloud ERP 11.1.100.3, your system will be unavailable for several hours during this time.
*Note that dates are subject to change.
How to Prepare For The Epicor ERP Cloud 11.1.100 Upgrade
Epicor will upgrade your Pilot system and any additional environments seven weeks before Production for customers on cadence. This will provide an opportunity to explore the functionality updates in 11.1.100 without affecting your Production system.
As a best practice, please use this time to review and make any necessary changes to your Unique Business Components (UBCs)—custom reports, BAQs, BPMs, User Interface customizations, etc.—to ensure everything continues to operate as expected. There will be more information regarding sample test plans and more that will be made available to you on EpicWeb Documentation.
Flexing Your Epicor ERP Cloud 11.1.100 Upgrade
Subscribers to the Epicor Public Cloud Flex Option can follow the same schedule, but you have the option to defer your upgrade to Epicor Cloud ERP 11.1.100. Below are the two date options for your flex upgrade. Please note the deferred upgrades still have the usual four weeks to test. If you are a Premium Flex Test subscriber, please communicate your preferences by the same deadline and process below.
Pilot
Production
Option 1:
Week of June 21, 2021
July 24-25, 2021
Option 2:
Week of July 19, 2021
August 21-22, 2021
Pilot upgrade dates will be communicated closer to the date.
If you choose to defer, you must submit an EpicCare ticket by Friday, April 9 with your selected upgrade date (Option 1 or Option 2) and we will send you a personalized confirmation with your instructions. We must receive your deferral no later than Friday, April 9. If you do not choose to defer, we’ll keep you on cadence and automatically upgrade your system in June 2021.
Note: If you choose to defer your upgrade, you will not receive any 700.x updates after the 10.2.700.12 update. We only host the upgrade webinars on April 6 and April 7, but replays are accessible at any time afterward as documentation on EpicWeb. If you defer, you are strongly encouraged to either attend or watch the replay so you are aware of the upgrade process.
Next Steps
Watch for additional information about the upcoming upgrade. You will be invited to join educational webinars on April 6 and April 7 to learn more about Epicor ERP 11.1.100, how to prepare, and ways to leverage the new functionality for driving business growth. Documentation will also be made available on the Epicor customer portal EpicWeb.
And as a reminder, reach out to Encompass anytime you have a question or need application support.
Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.
