Epicor Kinetic Modules & Capabilities

Job Management6

Provides drag-and-drop job planning with overproduction controls, real-time material availability checks, and tools for adjusting production plans.

Drag-and-drop planning with overproduction management · Production Planners Workbench for material availability checks · Planning Workbench for centralized job actions · Job Manager for production plan adjustments · Efficiency and quality control monitoring

Methods of Manufacturing3

Builds bills of material and bills of operations using nested tree views and drag-and-drop management tools.

Indented tree BOM/BOO structures · Drag-and-drop Method Management

Advanced Production5

Supports co-product and nested production, automated nesting via Epicor NestLink, and sequential or concurrent linking of operations.

Co-product and nested product production support · Integrated automated nesting with Epicor NestLink · Sequential or concurrent operations linking · Simplified plant floor user interface

Engineering Change and Revision Control3

Provides an engineering workbench where engineers can track changes, reviews, and sign-off on assemblies.

Engineering workbench · Revision review and approval workflow

Real-Time Production Intelligence5

Combines machine and IoT data to support equipment effectiveness, digital twin, and run rate analysis on the shop floor.

Real-time production monitoring and alerts · Digital twin analyses · Run rate analysis · Integrated machine and IoT data

Lean Manufacturing Methods5

Supports manufacturing that skips formal work orders, relying instead on live and flow-based Kanban signals, area-based stock planning, and automatic material replenishment.

Real-time and flow-based Kanban systems · Cell-based inventory planning · Automated material flow · Performance measurement against lean metrics

Document Control3

Lets users attach and view files linked to any record, using Epicor ECM to provide a centralized document library and approval workflow.

Drag-and-drop attachment management · Epicor ECM document repository integration

Material Requirements Planning3

Provides multilevel planning across plants and companies with expanded sourcing options.

Multilevel MRP tool · Cross-plant and cross-company planning

Data Collection5

Captures shop floor data via touchscreen, mouse, barcode, or keyboard, with multilingual support and plant floor transaction visibility.

Touchscreen, mouse, barcode, keyboard interfaces · Multilingual support · Plant floor transaction visibility · Accurate labor reporting

CAD and PLM Integration3

Streamlines product development through CADLink and integration with product lifecycle management systems.

CADLink CAD integration · PLM system integration

Scheduling and Resource Management3

Surfaces overloaded and underused capacity by drawing on visual resource boards and web-based scheduling capabilities.

Resource views for overload/slack identification · Online scheduling tools

Advanced MES9

Automates real-time equipment data collection with touch-screen operator interfaces, predicts production inconsistencies, and offers a digital twin for shop floor visualization.

Real-time production scheduling · Business intelligence and analytics engine · Data Exchange module for import/export · Automated shop floor alerts and escalation · Statistical Process/Quality Control (SPC/SQC)

Product Costing4

Centralizes part cost data in one place, supporting rollup calculations and variance reviews.

Costing workbench · Cost rollups · Variance analysis

Advanced Planning and Scheduling4

Applies multiple constraint scheduling methods with visual drag-and-drop tools and real-time capable-to-promise checks.

Multiple constraint scheduling · Visual drag-and-drop scheduling · Real-time capable-to-promise

Quality Management (Epicor QMS)16

Syncs with Kinetic to streamline quality workflows, minimize manual entry errors, and unify non-conformance and risk tracking through a cloud-native, collaborative platform.

Training Management · Inspection Management · Non-Conformance tracking · Corrective Action · Audits Management

Product Configuration3

Configures highly customizable and dimensional products on the fly with integrated pricing and an optional CPQ extension.

On-the-fly product configurator with integrated pricing · Epicor CPQ extension

Multi-Site Management3

Manages alternative production methods and material transfers between plants to optimize output.

Alternative production methods management · Material transfer between plants

Production Extensions5

Brings in the Acadia connected worker platform, workflow automation via Epicor Automation Studio, a Data as a Service option, plus Salesforce integration through Duet360 OneOffice.

Acadia connected worker platform · Epicor Automation Studio (powered by Workato) · Data as a Service (DaaS) · Duet360 OneOffice Salesforce integration

PRO.FILE PLM/PDM Solution3

Centralizes product data and supports collaboration across departments through the PRO.FILE PLM/PDM solution.

Centralized product data repository · Cross-department collaboration

Other capabilities4

Master production scheduling · No-code/low-code embedded digital work instructions

Purchase Management6

Supports procuring and tracking materials, evaluating supplier performance, and gaining visibility into purchasing activity.

Supplier negotiations improvement tools · Supplier cross-referencing · Part master price breaks · Supplier trackers · Purchase order tracking

Forecasting and Master Production Scheduling2

Supports day-to-day and long-range production planning through master scheduling built on MRP capabilities.

Master production scheduling

Advanced Material Management (AMM)4

Coordinates digital requests for materials, handles distribution to the shop floor, and tracks stock movement for components and items still in production.

Electronic material requests · Material dispatch · Inventory movement tracking (raw materials, WIP)

Smart Demand Planning3

Applies cloud-hosted statistical forecasting to automatically choose the closest-matching model for each item, factoring in trend, seasonality, and promotional activity.

Automatic statistical forecast model selection · Intermittent demand forecasting model

Supplier Relationship Management (SRM)4

Manages requests for quotes on raw materials and subcontract services, along with multi-supplier RFQ processes and response tracking.

Quote request tools for raw materials/subcontract services · Multi-supplier RFQ management · Request evaluation and response tracking

Material Requirements Planning3

Provides multilevel planning across plants and companies with expanded sourcing options.

Multilevel MRP tool · Cross-plant and cross-company planning

Inventory Management6

Tracks traceability and accuracy for stock across components, items still in production, and completed products, and flags low-quantity items for replenishment review.

Materials Requirements Planning (MRP) · Shortage monitoring · Reorder analysis · Stock status and valuation · Critical items tracking

Scheduling and Resource Management3

Surfaces overloaded and underused capacity by drawing on visual resource boards and web-based scheduling capabilities.

Resource views for overload/slack identification · Online scheduling tools

EDI/Demand Management3

Integrates EDI with demand scheduling, using the system's service-oriented architecture to lower deployment costs.

EDI integration · Demand scheduling

Warehouse Management (Kinetic Warehouse)10

Provides a ready-to-deploy warehouse system with handheld devices for mobile data collection, barcode and QR scanning, and live integration back to Kinetic.

Warehouse trackers · Receiving · Material management · Material queue · Production & jobs

Advanced Planning and Scheduling4

Applies multiple constraint scheduling methods with visual drag-and-drop tools and real-time capable-to-promise checks.

Multiple constraint scheduling · Visual drag-and-drop scheduling · Real-time capable-to-promise

Shipping and Receiving3

Handles shipping and receiving activity with automatic AR invoicing after shipment, container tracking, and landed cost calculation.

Shipment/receipt activity tracking · Epicor Quick Ship fast, flexible distribution

Multi-Site Management3

Manages alternative production methods and material transfers between plants to optimize output.

Alternative production methods management · Material transfer between plants

Purchase Contracts3

Automates recurring inventory purchasing and sets up recurring delivery schedules.

Automated recurring inventory purchasing · Recurring delivery schedule establishment

Proof of Delivery and POD Lite5

Captures digital signatures and photo evidence for each delivery, with the full edition adding route planning driven by Google Maps.

Delivery route optimization (Google Maps integration) · Paperless sign-on-glass signature capture · Picture capture from device storage · Consolidated delivery list management

Advanced Unit of Measure (AUOM)5

Supports tracking high-value inventory using detailed attribute sets embedded across quoting, planning, purchasing, and receiving.

Attribute sets for inventory dimensions · Replenishment by attribute · MRP planning with attributes · Dual units of measure

SourceDay Supplier Portal7

Gives manufacturers real-time visibility and accountability over the purchase order lifecycle through AI-assisted supplier collaboration.

PO collaboration (email, portal, dashboard, EDI, API) · PO Exception Dashboard (MRP change impact on revenue/cash flow) · Reporting and dashboards for procurement teams · Document management for POs · Core and custom automated PO workflows

Advanced Requisition Management (ARM)6

Replaces paper-based purchasing and stock transfer processes with a cloud-ready, web-based requisitioning system that can punch out to supplier websites.

Easy-to-use searchable requisition catalog · Punch-out integration with supplier websites · Internal transfer requests between locations · Multi-level approvals with real-time GL budget checking · Standing orders and blanket orders

Advanced Material Management (AMM)4

Coordinates digital requests for materials, handles distribution to the shop floor, and tracks stock movement for components and items still in production.

Electronic material requests · Material dispatch · Inventory movement tracking (raw materials, WIP)

Smart Demand Planning3

Applies cloud-hosted statistical forecasting to automatically choose the closest-matching model for each item, factoring in trend, seasonality, and promotional activity.

Automatic statistical forecast model selection · Intermittent demand forecasting model

Material Requirements Planning3

Provides multilevel planning across plants and companies with expanded sourcing options.

Multilevel MRP tool · Cross-plant and cross-company planning

Inventory Management6

Tracks traceability and accuracy for stock across components, items still in production, and completed products, and flags low-quantity items for replenishment review.

Materials Requirements Planning (MRP) · Shortage monitoring · Reorder analysis · Stock status and valuation · Critical items tracking

Warehouse Management (Kinetic Warehouse)10

Provides a ready-to-deploy warehouse system with handheld devices for mobile data collection, barcode and QR scanning, and live integration back to Kinetic.

Warehouse trackers · Receiving · Material management · Material queue · Production & jobs

Shipping and Receiving3

Handles shipping and receiving activity with automatic AR invoicing after shipment, container tracking, and landed cost calculation.

Shipment/receipt activity tracking · Epicor Quick Ship fast, flexible distribution

Advanced Unit of Measure (AUOM)5

Supports tracking high-value inventory using detailed attribute sets embedded across quoting, planning, purchasing, and receiving.

Attribute sets for inventory dimensions · Replenishment by attribute · MRP planning with attributes · Dual units of measure

Purchase Management6

Supports procuring and tracking materials, evaluating supplier performance, and gaining visibility into purchasing activity.

Supplier negotiations improvement tools · Supplier cross-referencing · Part master price breaks · Supplier trackers · Purchase order tracking

Supplier Relationship Management (SRM)4

Manages requests for quotes on raw materials and subcontract services, along with multi-supplier RFQ processes and response tracking.

Quote request tools for raw materials/subcontract services · Multi-supplier RFQ management · Request evaluation and response tracking

Planning Contracts2

Helps businesses manage vendor relationships for project work through negotiated rates aimed at improving margins.

Vendor rate and margin optimization

Shipping and Receiving3

Handles shipping and receiving activity with automatic AR invoicing after shipment, container tracking, and landed cost calculation.

Shipment/receipt activity tracking · Epicor Quick Ship fast, flexible distribution

Purchase Contracts3

Automates recurring inventory purchasing and sets up recurring delivery schedules.

Automated recurring inventory purchasing · Recurring delivery schedule establishment

SourceDay Supplier Portal7

Gives manufacturers real-time visibility and accountability over the purchase order lifecycle through AI-assisted supplier collaboration.

PO collaboration (email, portal, dashboard, EDI, API) · PO Exception Dashboard (MRP change impact on revenue/cash flow) · Reporting and dashboards for procurement teams · Document management for POs · Core and custom automated PO workflows

Advanced Requisition Management (ARM)6

Replaces paper-based purchasing and stock transfer processes with a cloud-ready, web-based requisitioning system that can punch out to supplier websites.

Easy-to-use searchable requisition catalog · Punch-out integration with supplier websites · Internal transfer requests between locations · Multi-level approvals with real-time GL budget checking · Standing orders and blanket orders

Subcontract Management4

Manages subcontractor arrangements at scale, linking progress-based subcontracts to specific projects and handling subcontractor payment applications and revisions.

Progress-based subcontract setup linked to projects · Subcontractor applications for payment · Subcontract revision and variation control

Quality Management (Epicor QMS)16

Syncs with Kinetic to streamline quality workflows, minimize manual entry errors, and unify non-conformance and risk tracking through a cloud-native, collaborative platform.

Training Management · Inspection Management · Non-Conformance tracking · Corrective Action · Audits Management

Financial Oversight and Internal Controls4

Backs consistent reporting, structured budgeting, and internal control processes that cut down on manual steps while strengthening audit preparedness.

Reporting accuracy tools · Budgeting workflows · Internal controls

Core Accounting (GL/AP/AR)6

Handles general ledger, accounts payable, and accounts receivable postings, bank connections for multiple payment types, project accounting and billing, and fixed asset management.

General Ledger (GL) · Accounts Payable (AP) · Accounts Receivable (AR) · Bank connections with multiple payment instruments · Fixed assets management

Enterprise Risk Tracking4

Identifies, monitors, and documents risk across departments while automating controls tied to quality, safety, and regulatory exposure.

Audit trails and change logs · BPM automation of controls and workflows · Integrated risk management visibility

Embedded Business Intelligence5

Provides customizable data queries, live dashboards, and real-time reporting built directly into the system, with optional integration to Grow for deeper KPI visualization.

Built-in customizable data queries · Live dashboards · Real-time reporting · Grow integration for enhanced KPI visualization

Financial Planning and Analytics (FP&A)5

Supports financial statement production and reporting through Excel- or web-based templates, plus machine learning-assisted budget planning.

Financial statements and reports · ML-supported budget planning · Workflow-driven approval · CAPEX and consolidation reporting

Secure Access, Audit Trails, and Data Integrity4

Manages access, protects sensitive data, and maintains traceability through security policies, activity logs, and authentication controls.

User and role-based security controls · SSO and multi-factor authentication · Azure Active Directory support

Manufacturing-Focused Governance and Compliance4

Supports documentation and reporting for trade, sustainability, and industry certification requirements across local and global standards.

Global trade compliance and product classification · RoHS/WEEE/FDA compliance support · ISO, AS, TS industry-specific compliance

Increase Workforce Mobility3

Gives finance and sales staff mobile access to time/expense entry and order or shipment tasks while away from the office.

Mobile time/expense reporting with attachments and approvals · Mobile sales order/shipment management from customer sites

Financial Management Integration4

Connects project management to core financial processes, including the general ledger, accounts payable/receivable, sales and purchase orders, contracts, resourcing, and payroll.

GL/AP/AR integration · Sales/purchase order linking · Time/expense management and payroll integration

Automate Global Processes on a Local Level3

Automates business processes at a local level while connecting to more than 1,000 online services. Uses AI to read, match, and book vendor invoices.

AI-driven invoice reading, matching, and booking · 1000+ online service integrations

Sustainability and Environmental Management3

Tracks sustainability metrics through a patent-pending Carbon Cost Rollup and energy monitoring.

Carbon Cost Rollup (patent pending) · Real-time energy monitoring

Product Costing4

Centralizes part cost data in one place, supporting rollup calculations and variance reviews.

Costing workbench · Cost rollups · Variance analysis

Built-In Global Automation for Finance3

Provides built-in engines for allocation, posting, tax calculation, currency conversion, and rounding across global finance operations.

Allocation, posting, and tax engines · Currency and rounding engines

Tax & Document Compliance Extensions5

Adds tax filing and electronic document management tools, including Tax Connect, Sovos Tax Compliance, and Epicor ECM Forms and DocAttach.

Tax Connect · Sovos Tax Compliance · Epicor ECM Forms · Epicor ECM DocAttach

Powerful BI Extensions5

Broadens reporting through Epicor FP&A, Epicor IP&O forecasting, Epicor Grow business intelligence, and Epicor Collaborate alerts.

Epicor FP&A · Epicor IP&O machine learning forecasting and planning · Epicor Grow low-code/no-code cloud BI · Epicor Collaborate real-time notifications

Electronic Reports9

Creates, distributes, and manages digital reports covering tax submissions, financial statements, and regulatory needs.

Automated tax filings, financial statements, compliance reports · Audit-ready XML for SAF-T and EDGAR compliance · Country-specific compliance report templates · Live transactional data feeds with validation · E-Invoicing integration

Sales Extensions4

Adds Epicor Cash Collect for automated collections, Epicor Precise POS for retail transactions, and Epicor Collaborate for Microsoft Teams integration.

Epicor Cash Collect automated collections · Epicor Precise POS retail transaction processing · Epicor Collaborate MS Teams integration

Advanced Project Accounting9

Manages the full financial lifecycle of a project, including cost tracking, time-phased budgets and forecasts, automated accruals, and a dedicated project ledger. Also covers project-related supply chain activity, auditable adjustments, and multiple revenue recognition methods.

Detailed cost tracking and management · Time-phased budgeting and forecasting · Automated accruals for costs and revenue · Project supply chain management · Comprehensive project ledger

Other capabilities10

30+ country-specific compliance packages · Multi-book, multi-site, multi-currency, multi-language · Inter-company order, transfer, and shipment consolidation · Multi-book, multi-site, multi-currency management · Consolidated reporting with ML forecasting

Estimating and Quotation Management3

Generates and tracks customer and prospect requests for quotation from receipt through order placement, improving quote speed and pricing accuracy.

RFQ receipt-through-order tracking · Faster quote generation with improved pricing accuracy

Returned Material Authorization (RMA)3

Tracks returns and disposition using unique return material authorization numbers.

RMA number tracking · Returns disposition processes

Order Management4

Handles sales orders with tiered pricing by value or quantity, live credit verification, and blanket orders supporting several releases against a single line.

Value/quantity-based discounts · Real-time credit status verification · Blanket order functionality

Lead and Opportunity Management3

Manages sales territories and the full lifecycle of sales opportunities.

Sales territory management · Opportunity lifecycle tracking

Automated Revenue Recognition3

Automates revenue recognition calculations through a dedicated workbench, reducing manual effort. Costs and revenue can be reviewed at the work-breakdown-structure or company level across multiple projects simultaneously.

Revenue Recognition Workbench · WBS/company-level cost and revenue view

Increase Workforce Mobility3

Gives finance and sales staff mobile access to time/expense entry and order or shipment tasks while away from the office.

Mobile time/expense reporting with attachments and approvals · Mobile sales order/shipment management from customer sites

EDI/Demand Management3

Integrates EDI with demand scheduling, using the system's service-oriented architecture to lower deployment costs.

EDI integration · Demand scheduling

Point of Sale6

Epicor Point of Sale by Precise Solutions offers digital gift cards, branded receipt customization, coupon handling, layaway plans, and support for multiple currencies.

Electronic gift cards · Customized receipts · Coupon redemption · Layaways · Multicurrency support

Service Contract and Warranty Management3

Executes service contracts on time and to spec, including the option to create service-level agreements tied to automatic invoicing.

Service-level agreement generation · Automatic billing options

Commerce & Salesforce Integration3

Connects CRM to Epicor Commerce for digital buying experiences and to Salesforce.com to keep contact data synchronized.

Epicor Commerce integration · Salesforce.com integration

Sales Extensions4

Adds Epicor Cash Collect for automated collections, Epicor Precise POS for retail transactions, and Epicor Collaborate for Microsoft Teams integration.

Epicor Cash Collect automated collections · Epicor Precise POS retail transaction processing · Epicor Collaborate MS Teams integration

Other capabilities14

Multi-device contact access · Personalized case resolution and follow-up · Automated customer lifecycle transaction processing · Marketing campaign performance measurement · iOS/Android mobile CRM access

Increase Workforce Mobility3

Gives finance and sales staff mobile access to time/expense entry and order or shipment tasks while away from the office.

Mobile time/expense reporting with attachments and approvals · Mobile sales order/shipment management from customer sites

Project Planning and Execution3

Supports project managers in planning and executing work with a consolidated, high-level view of progress across all phases. Covers projects ranging from simple engagements to multilevel programs.

High-level project overview · Multilevel phase management

Automated Revenue Recognition3

Automates revenue recognition calculations through a dedicated workbench, reducing manual effort. Costs and revenue can be reviewed at the work-breakdown-structure or company level across multiple projects simultaneously.

Revenue Recognition Workbench · WBS/company-level cost and revenue view

Project Performance Analytics3

Delivers configurable charts and live dashboards on the Kinetic homepage so teams can monitor key indicators and measure project performance in real time.

Live project dashboards · Real-time performance analysis

Financial Management Integration4

Connects project management to core financial processes, including the general ledger, accounts payable/receivable, sales and purchase orders, contracts, resourcing, and payroll.

GL/AP/AR integration · Sales/purchase order linking · Time/expense management and payroll integration

Project Billing3

Generates project invoices based on progress, milestones, or custom-defined stages, supporting varied billing arrangements.

Milestone-based invoicing · Progress-based invoicing

Resource Management3

Allocates people, contractors, equipment, and machinery to projects, factoring in calendars and required capabilities.

Employee/contractor allocation · Equipment and machinery scheduling

Advanced Project Accounting9

Manages the full financial lifecycle of a project, including cost tracking, time-phased budgets and forecasts, automated accruals, and a dedicated project ledger. Also covers project-related supply chain activity, auditable adjustments, and multiple revenue recognition methods.

Detailed cost tracking and management · Time-phased budgeting and forecasting · Automated accruals for costs and revenue · Project supply chain management · Comprehensive project ledger

Contract Management7

Manages the commercial relationship with customers, supporting adaptable contract setup, several billing models, claims handling, and tracking of revisions and variations. Supports multi-currency contracts and milestone-based deliverables.

Flexible contract creation and management · Multiple billing types under one contract · Efficient contract claims processing · Revision and variation management · Multi-currency contract support

Subcontract Management4

Manages subcontractor arrangements at scale, linking progress-based subcontracts to specific projects and handling subcontractor payment applications and revisions.

Progress-based subcontract setup linked to projects · Subcontractor applications for payment · Subcontract revision and variation control

Other capabilities6

Vendor rate and margin optimization · Bi-directional MS Project synchronization · MS Teams stakeholder collaboration

Advanced Material Management (AMM)4

Coordinates digital requests for materials, handles distribution to the shop floor, and tracks stock movement for components and items still in production.

Electronic material requests · Material dispatch · Inventory movement tracking (raw materials, WIP)

Smart Demand Planning3

Applies cloud-hosted statistical forecasting to automatically choose the closest-matching model for each item, factoring in trend, seasonality, and promotional activity.

Automatic statistical forecast model selection · Intermittent demand forecasting model

Material Requirements Planning3

Provides multilevel planning across plants and companies with expanded sourcing options.

Multilevel MRP tool · Cross-plant and cross-company planning

Inventory Management6

Tracks traceability and accuracy for stock across components, items still in production, and completed products, and flags low-quantity items for replenishment review.

Materials Requirements Planning (MRP) · Shortage monitoring · Reorder analysis · Stock status and valuation · Critical items tracking

Warehouse Management (Kinetic Warehouse)10

Provides a ready-to-deploy warehouse system with handheld devices for mobile data collection, barcode and QR scanning, and live integration back to Kinetic.

Warehouse trackers · Receiving · Material management · Material queue · Production & jobs

Shipping and Receiving3

Handles shipping and receiving activity with automatic AR invoicing after shipment, container tracking, and landed cost calculation.

Shipment/receipt activity tracking · Epicor Quick Ship fast, flexible distribution

Advanced Unit of Measure (AUOM)5

Supports tracking high-value inventory using detailed attribute sets embedded across quoting, planning, purchasing, and receiving.

Attribute sets for inventory dimensions · Replenishment by attribute · MRP planning with attributes · Dual units of measure

Real-Time Data Visualization & Alerts4

Displays IoT data directly on the Kinetic dashboard and configures rule-based alerts to detect equipment anomalies.

Real-time IoT data on Kinetic dashboard · Rule-based anomaly alerts · Comprehensive machine, inventory, and environmental monitoring

Real-Time Production Intelligence5

Combines machine and IoT data to support equipment effectiveness, digital twin, and run rate analysis on the shop floor.

Real-time production monitoring and alerts · Digital twin analyses · Run rate analysis · Integrated machine and IoT data

Embedded Business Intelligence5

Provides customizable data queries, live dashboards, and real-time reporting built directly into the system, with optional integration to Grow for deeper KPI visualization.

Built-in customizable data queries · Live dashboards · Real-time reporting · Grow integration for enhanced KPI visualization

Financial Planning and Analytics (FP&A)5

Supports financial statement production and reporting through Excel- or web-based templates, plus machine learning-assisted budget planning.

Financial statements and reports · ML-supported budget planning · Workflow-driven approval · CAPEX and consolidation reporting

Predictive and Advanced Analytics4

Applies predictive tools such as Smart Operational Analytics, Smart Demand Planner, and Inventory Optimization to forecast demand and guide inventory decisions.

Smart Operational Analytics · Smart Demand Planner · Inventory Optimization

Project Performance Analytics3

Delivers configurable charts and live dashboards on the Kinetic homepage so teams can monitor key indicators and measure project performance in real time.

Live project dashboards · Real-time performance analysis

Operational Reports & Dashboards3

Supplies ready-made dashboards and reports that can be adjusted to fit specific reporting needs.

Pre-designed dashboards · Customizable reports

Intuitive Self-Service Analytics3

Gives non-technical users no-code and low-code tools to connect, blend, cleanse, and filter data for their own analysis and visualizations.

No-code/low-code data connection and blending · Data cleansing and filtering

Powerful BI Extensions5

Broadens reporting through Epicor FP&A, Epicor IP&O forecasting, Epicor Grow business intelligence, and Epicor Collaborate alerts.

Epicor FP&A · Epicor IP&O machine learning forecasting and planning · Epicor Grow low-code/no-code cloud BI · Epicor Collaborate real-time notifications

Electronic Reports9

Creates, distributes, and manages digital reports covering tax submissions, financial statements, and regulatory needs.

Automated tax filings, financial statements, compliance reports · Audit-ready XML for SAF-T and EDGAR compliance · Country-specific compliance report templates · Live transactional data feeds with validation · E-Invoicing integration

Other capabilities6

Advanced BI infrastructure and ETL capabilities · ERP-native operational and performance insight · Consolidated reporting with ML forecasting

Core Service Management3

Manages in-house repairs along with basic offsite services and installations.

In-house repair management · Offsite service and installation management

Returned Material Authorization (RMA)3

Tracks returns and disposition using unique return material authorization numbers.

RMA number tracking · Returns disposition processes

ePartsBook3

Gives field and service staff visual context and historical trend data so they can resolve issues faster.

Visual context parts lookup · Trend data diagnostics

Maintenance Management3

Handles maintenance requests for production and facility equipment, covering both planned and ad hoc work.

Planned maintenance processing · Ad hoc maintenance requests

Case Management4

Lets field service reps access knowledge bases, prior service calls, warranty details, and contracts alongside dispatching activities.

Field dispatching activities · Online knowledge base access · Warranty info and service contract access

Service Contract and Warranty Management3

Executes service contracts on time and to spec, including the option to create service-level agreements tied to automatic invoicing.

Service-level agreement generation · Automatic billing options

Other capabilities4

Personalized case resolution and follow-up · B2B e-commerce order lifecycle experience

ePartsBook3

Gives field and service staff visual context and historical trend data so they can resolve issues faster.

Visual context parts lookup · Trend data diagnostics

Maintenance Management3

Handles maintenance requests for production and facility equipment, covering both planned and ad hoc work.

Planned maintenance processing · Ad hoc maintenance requests