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.
Prepare your warehouse and shop floor operations for a new era of productivity with the industry-leading innovation of Epicor Mfg Wireless Warehouse (EMWW) – formally known as Epicor Mobile Warehouse – powered by Biscuit.
Fast and Accurate Scanning
Epicor Mfg Wireless Warehouse is the next-generation handheld application that is completely integrated with Kinetic. It offers a modern, intuitive user interface for warehouse and distribution functions.
Epicor Mfg Wireless Warehouse optimizes workflow for fast and accurate scanning, improves time to process transactions, increases accuracy, and reduces errors. It is compatible with the latest scanning devices running on Android® 6.0.1 or higher from Honeywell® and Zebra®. Simply download the application from the Google Play™ store into your device and start using it with minimal setup.
The only pre-requisites that exist for current and prospective customers to leverage Epicor Mfg Wireless Warehouse is an implemented Epicor® ERP 10.2.400 system or higher
Receiving
Provides complete functionality to process an inbound container or purchase order, as well as intercompany and transfer order receipts. It provides users with effective and efficient serial and lot processing and multiple UOM scanning. Users can search for all open POs for a part by scanning the barcode of the part.
Material Management
Provides core warehousing functions allowing users to initiate adjustments and movements from the warehouse floor. Offers an increased efficiency with cycle counts and stock takes. Enables efficient entry with automated workflows triggered by scan events.
Material Queue
Users can efficiently pick items assigned to their queue, grab items from the available queue, or return items to the queue. Users can select an outbound order and select all material queue transactions related to the order, to the users’ queue. Advanced sort and filter functionality allows users to save to a named query and dynamically add it to the sub-menu. Unpicking sales or transfer orders functionality is also included.
Shipping
Scan pick validation option included. Process outbound shipments direct from the device. Functions include creating Master Packs and standard Pick Lists for customers not licensed for Advanced Material Management (AMM).
Trackers
Trackers help the shop/warehouse users in completing their daily routine.
Powered by BISCUIT
Since its establishment in 2002, BISCUIT has formed a strong relationship with Epicor and as a certified Partner are proud experts in delivering successful Kinetic projects Australia-wide and overseas. BISCUIT specializes in Kinetic services to deliver flexible, comprehensive, and value-driven business solutions.
Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.
Prepare your warehouse and shop floor operations for a new era of productivity with the industry-leading innovation of Epicor Mfg Wireless Warehouse (EMWW) – formally known as Epicor Mobile Warehouse – powered by Biscuit.
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.
Meaningful relationships exist across your company and are a great resource for serving customers and improving efficiency. When workers engage with each other to solve problems and innovate processes, your business benefits and strengthens. By integrating unstructured meetings and conversations with your critical business ERP data and by enabling worker conversations digitally, you can help eliminate worker silos—giving your business a competitive advantage.
Epicor Collaborate is an enterprise-wide collaboration and productivity tool built on a cloud platform. Easy to use and intuitive with hashtags and mentions, Collaborate connects groups of workers simply. When your employee teams communicate digitally, you increase customer responsiveness and satisfaction.
Actionable Collaboration for Greater Productivity
Easily accessible across the Kinetic application, Collaborate, shifts workers from monitoring analytical dashboards and reports to being actively engaged with instant notifications from ERP processes and events. Collaborate with message streams to collect and communicate these messages across the enterprise. Outlier processes that often bury users in meetings or email are easily mainstreamed with the flexibility and simplicity of Collaborate—optimizing productivity. Key integrations driving worker productivity include Microsoft Teams®, Epicor IoT, Epicor Virtual Agent (EVA), and Epicor Data Discovery.
Microsoft Teams Integration enables teams with external players to connect on project details by sharing Epicor Collaborate messages.
Being notified of adverse events in ERP or directly from your equipment through Epicor IoT, can drive new levels of responsiveness and productivity.
Not every solution that improves productivity has to be complicated. Epicor Virtual Agent (EVA) delivers on simplicity through natural language to answer questions of Kinetic.
Businesses that share and coalesce around business metrics are data-driven organizations that thrive on solving problems. Collaborate offers users the ability to shared Epicor Data Discovery (EDD) metrics.
Epicor Collaborate Benefits
Epicor Collaborate allows businesses to leverage their two most important resources, information, and personnel, in tandem. Reap the benefits of an actively engaged workforce fueled by the enterprise data you need to make informed decisions, quickly. Those benefits allow your business to:
Modernize employee communication for more engaged workers
Boost team productivity and responsiveness
Experience new levels of worker efficiency
Share and action metrics as exceptions occur
Eliminate worker silos to improve customer responsiveness
Reduce time wasted with email and status update meetings
Easy to deploy
Both Kinetic in the cloud and Kinetic on premises are easy to integrate with Collaborate. There are three simple steps to get started.
Simple to learn—designed for business
Collaborate contains many of the same interface conventions your employees use at home on their devices. This makes Collaborate simple to use and quick to learn. Since employees can adopt the features with near immediacy, Collaborate can offer a fast return on investment. Available to work with Kinetic in the cloud or on-premises, Collaborate helps all users stay in touch.
Employees log into the Kinetic Home Page and select the Collaborate tab. They can then start messaging, subscribing to ERP events, and sharing knowledge. Collaborate functions are like other leading cloud-native digital messaging tools, but the feature is designed for heightened connectivity for Kinetic and your business.
The promise of the Cloud
Built on the Microsoft® Azure® platform, Collaborate is a cloud solution that leverages powerful Azure tools to deliver security and scalability for your messaging needs. More importantly, the cloud platform provides access to Collaborate on a desktop or a compatible tablet through the Epicor Home Page. Collaborate makes work happen—providing timely messages anywhere for rapid decision making.
Enterprise-wide Collaboration
Multisite, multi-company organizations need to communicate across boundaries to solve problems and remain responsive to customers. As a cloud-based solution, Epicor Collaborate delivers messaging capabilities for intercompany and inter-site conversations. Featured in this capability is the ability to create Enterprise groups that can span locations for greater business efficiency.
Share knowledge
Sharing knowledge helps businesses more easily onboard new employees and retain critical knowledge to support future operational efficiency. Making it easier for staff and departments to share information means that skills and knowledge can be pooled— leading to thorough problem solving, better project progression, and new ideas. Collaborate provides a robust repository of contextual and searchable messages to help workers find answers to repeatable customer issues, store and retrieve process knowledge, and maintain historical audits.
Operational Visibility
Subscribing to exceptions in ERP data helps business leaders respond to problems as they happen. For example, a stakeholder may subscribe to a customer or credit hold status. Once a credit hold message appears in their Collaborate message thread, stakeholders can message finance immediately to determine the reason and follow up with the customer.
Group Messaging
Employees exceedingly work in groups to drive innovation and meet customer expectations. In particular, being able to support cross-functional teams that can coalesce around a complex estimate, project, customer issue, production event whether single instance or ongoing, and more. Introducing this group functionality (both public and private) is important as members are informed on a timely basis and can offer their perspectives.
Microsoft Teams Integration
Microsoft Teams is an industry-leading collaboration platform that combines persistent workplace chat, video meetings, file storage, and application integration for businesses. It is widely used and sits alongside Microsoft Office 365® productivity tools. Collaborate with Groups connected to Microsoft Teams to share communications across users, including external guests outside of Kinetic. Note: This feature requires Microsoft Office 365 level AD.
Custom Notifications (Change Data Capture (CDC) and BPM)
Greater responsiveness in the business workflow can be more easily achieved with instant notifications guiding your processes. To offer more opportunities to build these notifications into your processes, Collaborate lets users create custom notification rules. This is achieved with the Change Data Capture (CDC) management solution.
Additionally, users can design a Business Process Management (BPM) workflow to post custom notifications in a Collaborate message stream through a new Notify Collaborate action. Users can leverage Data Directives, Method Directives, and Epicor Functions to create workflows that include the Notify Collaborate actions and the action that triggers them.
Operational Efficiency from IoT Notifications
Boosting operational oversight to deliver great performance with Epicor IoT is easier in the latest release as users can view IoT notifications within Collaborate message streams. Users can configure IoT-based notifications via BPM and feed them into Collaborate. This allows users to be notified of asset performance while collaborating with a group of stakeholders on failure situations.
Instant Answers with Epicor Virtual Agent (EVA)
EVA helps users automate mundane tasks such as looking up a contact or inventory information-all she needs is a simple text command. Integration with Collaborate supports EVA skills or commands within message streams. Ask EVA to show you a customer, and then the customer credit, and she will return richly formatted information. The experience and the skills supported are consistent with what is offered in the EVA mobile app.
File Sharing Support
Collaborate users can share files easily, selecting their preferred choice of cloud file storage system. Attaching files in the feeds and conversations speeds up teamwork in any company, and the attachment is saved in the file storage system.
Collaborate integrates with multiple cloud storage providers such as Google Drive® or Dropbox®. Epicor ECM (Enterprise Content Management) is also an option for Collaborate file storage, no matter whether Epicor ECM is Cloud or On-Premises.
More easily describe business challenges with EDD metrics in Collaborate. Users can leverage an EDD widget to snag and share EDD metrics, including comments that drive actions. New levels of productivity can result when metrics are shared and actioned as exceptions occur. Any key metric can be shared from sales, finance, or operations.
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.
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.
Global pressures to keep costs low and serve customers’ needs on tight margins have challenged manufacturers and distributors to further reduce the cost of carrying inventory without compromising on delivery. A key factor to a successful business is the ability to most accurately cost and forecast inventory while easing the pain of quickly locating the right inventory to meet the needs of the customer or production. Not only does the Advanced Unit of Measure (UOM) module offer a transactional dual unit of measure, it supports the complex needs of managing inventories dimensionally.
Furthermore, Advanced UOM offers dynamic attributes to help businesses manage conversion between units of measure. For example, pounds or grams to feet, meters, or each. Both the theoretical size (4 meters in length) and optional actual size (4.1 meters) can be converted to accurate weight measures. This is powerful and useful in purchasing and selling in one unit of measure while managing inventory and production in another. Advanced UOM delivers these transactions in dual units of measure, giving greater visibility and accurate cost throughout with the simplicity of transacting in several pieces rather than counting out the weight or meters.
Advanced Unit of Measure (UOM) Benefits
Many systems today can deliver this with complex implementations and ongoing time-consuming management of ERP. The benefit of Epicor Advanced UOM functionality is that it delivers a simplified approach to finding the right inventory by segmenting inventory with inventory attributes such as hardness, strength, modulus of elasticity, or density. Because the inventory is segmented, it is easily located, physical counts are more meaningful, and the business can plan inventory needs at the attribute level, ensuring accurate supply and demand are met.
Some of the most immediately-felt benefits of UOM include:
Reduce carrying costs with greater visibility of on-hand inventory
Find the right inventory faster for greater customer responsiveness
Improve inventory accuracy by transacting in dual units of measure throughout ERP
Less setup and ongoing maintenance of ERP speeds time to value
Improved planning of inventories in production activities
Better quality tracking at the attribute level
More accurately forecast inventory future needs
Cross Industry Use
The functionality deployed in Advanced UOM can be used across many industries, not just in metals but especially in metals where high-value inventory needs to be tracked more closely. Additional use cases include textiles, fabricated metals, landscaping (soil or gravel), packaging, furniture and fixtures, footwear, eyewear, sporting goods, and more.
Deeply Embedded in ERP
Advanced UOM offers deep capabilities across the entire ERP system including:
Quoting
Quantity Adjustments
Cycle Counting
MRP
Purchasing
Receiving
Material Queue
Part Tracker
Inventory Transfer
Material Issue
Job Receipt to Inventory
Salvage Receipt to Inventory
Available to Promise
Engineering
PCID
Order Fulfillment
Epicor Mobile Wireless Warehouse
Customer Shipment Entry
Attribute Sets
Easily set up and maintain sets of attributes across types of inventory to ease implementation and ongoing management of inventory dimensions. Attribute sets can be automatically or manually assigned to products in Quote Entry, Sales Order Entry, Purchase Order Entry, and Receipt Entry.
Replenishment by Attribute
Specify at the bin level replenishment goals for each attribute to help ensure the on-hand availability of inventory. MRP then builds purchase suggestions to help ensure the procurement of needed inventory.
MRP Planning with Attributes
Engineered products can be assigned specific attributes for semi-finished or finished goods. This is useful when applying value-added services. A bill of material for engineered products likewise can leverage materials with attributes. MRP accurately automates production based on demand and forecasts, ensuring material requirements with attributes are procured to meet the need.
Dual Units of Measure
Transact throughout ERP in two units of measure at the same time. Inventory Stock Status will demonstrate inventory availability by attribute in both units of measure. An example would be feet and pounds.
Cycle Count
More easily perform cycle counts by counting in whole units by attribute. For more information on cycle counting, read about our Cycle Count Workshop Training.
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.
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.
Alerts & Notifications automates shop floor communications with automatic messaging and escalation, so supervisors, managers, maintenance crews, and engineers can respond to conditions in the plant immediately. When process conditions need attention, when production stops, or when operators need help, Epicor Advanced MES Alerts and Notifications instantly notify the right people. Functionality dispatches a signal or message that can be seen by just one, a few, or all people that need to be involved.
Automatic Communication Routing
Text messages, loudspeaker announcements, e-mail, flashing lights, and audible sounds are just a few of the ways you can alert people throughout the facility that something or someone needs help. Help call buttons, production status, and process exceptions can all trigger the automatic messaging system, based on rules you specify within the Epicor Advanced MES system. When someone responds to an alert, there’s a quick and easy way for them to log their arrival and actions, so there’s no paperwork to shuffle.
Your Epicor Advanced MES system can route and escalate each alert and notification based on what’s happening at any given moment. Does the operator need more material or is there an unexpected breakdown? The request for help screen can include choices for maintenance, material, and moving finished product. You can even provide levels of urgency, based on operator selection or pre-defined rules. Each time an operator or technician issues a call for help, you can relax with the knowledge that Epicor Advanced MES will carry out the communication and escalation process you prescribed.
Types of MES Alerts and Notifications
Help Calls
Down Events
Parameters Out-Of-Specification (OOS)
Machine Communication Failures
Job Active
Idle
Startup
End of Job Warning
In Production
MES Alerts and Notifications Benefits
Accelerate issue response
Minimize downtime with faster response
Capture accurate data for process planning
Feed operations improvements with accurate time logs and reasons
Identify problems early and fix them before they become critical issues
Empower your employees
Escalate Communications
Priorities can shift, and people may not be able to respond immediately to an alert. Epicor Advanced MES keeps tabs on all active alerts, and automatically escalates messaging according to the plan you configure. You can even start with a text message or e-mail and reinforce with a shop floor audible a few minutes later. Alerts don’t stop until your Epicor Advanced MES system has exhausted all messaging rules, or someone logs a response to the call, status, or condition. If you configure the system to alert indefinitely until it receives a response entry, then Alerts & Notifications becomes a catalyst for timely response to issues.
Turn Everyday Headaches Into Improvement Opportunities
All the data from help calls, issue alerts, and responses go directly into the Epicor Advanced MES database with time and date stamps, type of alert, reasons, process values, and more. When it’s time to do some process planning or serious analysis, you have all the information you need to determine what’s working and what’s not. You’ll be able to spot and explore trends, make best practices repeatable, and define new operational strategies.
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.
Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.
Kinetic 2021.2 utilizes the Epicor manufacturing industry knowledge to deliver a best-in-class solution for your business. 2021.2 features include Application Studio enhancements, new integrations, and so much more. For the 2021.2 upgrades, customers on cadence will have five weeks to test before the Production upgrade scheduled for October 23-24.
What’s New in Kinetic 2021.2
More details will be released, but a few highlights include:
Country of Origin at the Lot level
Application Studio improvements
Integration with KBMax
Advanced Unit of Measure developments for multi-company
Additional enhancements to the experience transformation continue in 2021.2
Update and upgrade window information will be published closer to their dates.
Date
Event
Details
Friday, September 10, 2021
Deadline for Flex customers
Flex customers must submit an EpicCare ticket indicating their preference to defer their upgrade to one of the alternate upgrade dates by 5:00 PM Central Time Friday, September 10. Flex customers that do not submit a ticket will follow the cadence upgrade and update schedule.
Friday, September 17, 2021 – Saturday, September 18, 2021
2021.2 Pilot/additional Environments Upgrade
Your Kinetic Pilot/additional environments will be upgraded to 2021.2.1 Starting Friday, September 17 at 12:01 AM – Saturday, September 18 at 11:59 PM, your Pilot/additional Environments will be unavailable while Epicor performs your upgrade.
There are five weeks to test in the Pilot. Between the Pilot upgrade to Production, there will be one update (2021.2.3) for customers on cadence.
Tuesday, October 12, 2021
2021.2.3 Pilot/additional Environments Update
Quality enhancements to your Pilot and any additional environments.
Tuesday, October 19, 2021
UBC Opt-in Deadline
UBC Opt-in:
Multi-Tenant and Express customers (legacy cloud customers)
If Multi-Tenant and Express customers want Epicor to move your unique business components (UBCs) from your Pilot environment to your Production environment, you must submit an EpicCare ticket to opt into the process by Tuesday, October 19 at 5:00 PM Central Time. If you do not submit an EpicCare ticket to opt into the process, the UBCs from your Pilot environment will not be moved by Epicor to the Production environment.
Public Cloud customers (Azure)
Customers on the public cloud that would like to move your unique business components (UBCs) from your Pilot environment to the Production environment, please refer to KB0035160 for instructions, or attend the complimentary “Upgrading Custom Items in Cloud Environments – Classic” course from Epicor University.
Saturday, October 23, 2021 – Sunday, October 24, 2021
2021.2.3 Production System Upgrade
It’s your upgrade weekend! While Epicor upgrades your production system to Kinetic 2021.2.3, your system will be unavailable for several hours during this time.
Tuesday, November 2, 2021
2021.2.5 Pilot/Additional
Environments Update
Quality enhancements to your Pilot and any additional environments.
Update window: Tuesday, November 2, 7:00 PM – 11:59 PM Local Server Time
Saturday, November 6, 2021 – Sunday, November 7, 2021
2021.2.5 Production System Update
Quality enhancements to your Production environment.
Update window: Saturday, November 6, 4:00 PM – Sunday, November 7, 10:00 AM Local Server Time
Tuesday, November 30, 2021
2021.2.7 Pilot/Additional
Environments Update
Quality enhancements to your Pilot and any additional environments.
Update window: Tuesday, November 30, 7:00 PM – 11:59 PM Local Server Time
Saturday, December 4, 2021 – Sunday, December 5, 2021
2021.2.7 Production System Update
Quality enhancements to your Production environment.
Update window: Saturday, December 4, 4:00 PM – Sunday, December 5, 10:00 AM Local Server Time
Tuesday, January 11, 2022
2021.2.9 Pilot/Additional
Environments Update
Quality enhancements to your Pilot and any additional environments.
Update window: Tuesday, January 11, 7:00 PM – 11:59 PM Local Server Time
Saturday, January 15, 2022 – Sunday, January 16, 2022
2021.2.9 Production System Update
Quality enhancements to your Production environment.
Update window: Saturday, January 15, 4:00 PM – Sunday, January 16, 10:00 AM Local Server Time
Tuesday, February 15, 2022
2021.2.11 Pilot/Additional
Environments Update
Quality enhancements to your Pilot and any additional environments.
Update window: Tuesday, February 15, 7:00 PM – 11:59 PM Local Server Time
Saturday, February 19, 2022 – Sunday, February 20, 2022
2021.2.11 Production System Update
Quality enhancements to your Production environment.
Update window: Saturday, February 19, 4:00 PM – Sunday, February 20, 10:00 AM Local Server Time
Tuesday, March 15, 2022
2021.2.13 Pilot/Additional
Environments Update
Quality enhancements to your Pilot and any additional environments.
Update window: Tuesday, March 15, 7:00 PM – 11:59 PM Local Server Time
Saturday, March 19, 2022
– Sunday, March 20, 2022
2021.2.13 Production System Update
Quality enhancements to your Production environment.
Update window: Saturday, March 19, 4:00 PM – Sunday, March 20, 10:00 AM Local Server Time
Note: dates are subject to change.
Flex Customers
Pilot upgrade dates will be communicated closer to the date.The deadline to submit your Flex option is Friday, September 10 at 5:00 PM Central Time through an EpicCare ticket. Flex customers that do not submit a ticket will follow the cadence upgrade and update schedule.
Date
Event
Details
Friday, September 10, 2021
Deadline for Flex customers
Flex customers must submit an EpicCare ticket indicating their preference to defer their upgrade to one of the alternate upgrade dates by 5:00 PM Central Time Friday, September 10. Flex customers that do not submit a ticket will follow the cadence upgrade and update schedule.
For Flex Option #1 customers, your Pilot system, Education environment, and additional environments will be unavailable while Epicor performs your upgrade to 2021.2.7, but don’t worry—your Production system will not be affected by the new release. Once it is complete, log in to your Pilot system (and other environments) to start exploring what’s new.
For Flex Option #2 customers, your Pilot system, Education environment, and additional environments will be unavailable while Epicor performs your upgrade to 2021.2.9, but don’t worry—your Production system will not be affected by the new release. Once it is complete, log in to your Pilot system (and other environments) to start exploring what’s new.
Saturday, January 22, 2022 – Sunday, January 23, 2022
Flex Option #1
2021.2 Production System Upgrade
Flex Option #1 customers: it’s your upgrade weekend! While Epicor upgrades your Production system to Kinetic 2021.2.9, your system will be unavailable for several hours during this time.
Saturday, March 5, 2022
– Sunday, March 6, 2022
Flex Option #2
Production System Upgrade to 2021.1
Flex Option #2 customers: it’s your upgrade weekend! While Epicor upgrades your Production system to Kinetic 2021.2.11, your system will be unavailable for several hours during this time.
Note: dates are subject to change.
How to Prepare
Epicor will upgrade your Pilot system and any additional environments seven weeks before Production for customers on cadence. This will provide an opportunity to explore the functionality updates in 2021.2 without affecting your Production system.
As a best practice, please use this time to review and make any necessary changes to your Unique Business Components (UBCs)—custom reports, BAQs, BPMs, User Interface customizations, etc.—to ensure everything continues to operate as expected. There will be more information regarding sample test plans and more that will be made available to you on EpicWeb Documentation.
Flexing Your Kinetic 2021.2 Upgrade
Subscribers to the Epicor Public Cloud Flex Option can follow the same schedule, but you have the option to defer your upgrade to Kinetic release 2021.2. Below are the two date options for your flex upgrade. Please note the deferred upgrades continue to have the standard four weeks to test. If you are a Premium Flex Test subscriber, please communicate your preferences by the same deadline and process below.
Pilot
Production
Option 1:
Week of December 13, 2021
January 22-23, 2022
Option 2:
Week of January 31, 2022
March 5-6, 2022
Pilot upgrade dates will be communicated closer to the date.
If you choose to defer, you must submit an EpicCare ticket by Friday, September 10 with your selected upgrade date (Option 1 or Option 2), and Epicor will send you a personalized confirmation with your instructions. Epicor must receive your deferral no later than Friday, September 10. If you do not choose to defer, Epicor will keep you on cadence and automatically upgrade your Production system in October 2021.
Note: If you choose to defer your upgrade, you will not receive any 2021.2 updates after the 2021.1 upgrade. Epicor only hosts the upgrade webinars on September 1 & 2, but replays are accessible at any time afterward as documentation on EpicWeb. If you defer, you are strongly encouraged to either attend or watch the replay so you are aware of the upgrade process.
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.
