Epicor Kinetic
Epicor Kinetic consulting with the operating details in scope
We help plan implementations and upgrades, repair reports and develop integrations for Epicor Kinetic software. Start with an inventory of what your team uses and what the proposed change must preserve.
Where we can help
Implementation and configuration
We define the company and site requirements, operating workflows and data dependencies. Your process owners review the configuration decisions and acceptance scenarios.
Upgrade assessment
We inventory reports, customizations, integrations and scheduled work. The assessment identifies the checks and decisions needed before selecting an upgrade path.
Report review and rebuild
We assess each report for retention, retirement or rebuild. BAQ report and dashboard work starts with the required grain, filters and totals, then a comparison against agreed source records.
BAQ, BPM and Functions work
We scope queries and custom logic around the business requirement. Existing behavior, permissions and test cases are part of the assessment.
REST v2 integration
We assess business object services, OData queries and Functions against the required operation. The design specifies mappings, error handling and reconciliation.
Administration and support
We review the menus, reports, scheduled work and access relevant to the engagement. Findings become an ordered queue with ownership and acceptance checks.
Role-based training
Training follows the workflows and configuration in scope. Your team practices the tasks and exceptions they will handle after handover.
Make the change reviewable
Inventory before estimating
We identify what the change reaches and who can confirm it still works. Unresolved dependencies become explicit scope decisions.
Reconcile the reports
We agree the meaning of each measure, test duplicate and missing-record cases and compare results with the expected totals.
Plan the handover
The delivery includes change records, operating instructions and a prioritized list of remaining work.
Kinetic guides
Read the guides on query design, integrations and custom logic before planning the work.
Straight answers
Where should we start with an upgrade?
Start with the version, deployment, customizations, reports and integrations you run today. We scope an assessment and test plan; confirm release availability and support dates with your software provider.
Do all existing reports need to be replaced?
We assess them individually. The review records who uses each report, what it must show and whether to retain, retire or rebuild it. We validate totals and output requirements before choosing the approach.
Can you scope another company or site?
We can assess the operating requirements, data, access and intercompany dependencies. Provisioning and licensing requirements need confirmation before implementation.
Can you investigate a BAQ with disputed totals?
Yes. We inspect the query grain, joins, filters and calculations, then compare representative results with an agreed source. The repair scope includes verification cases.
How is the engagement scoped?
The assessment defines deliverables, dependencies, exclusions and acceptance checks. We quote from that scope and agree changes before additional work begins.
What is changing in your Kinetic environment?
Tell us the workflow, report or integration in scope and who will accept the result.
Plan the work with our guides
Use these guides to prepare the questions, examples and decisions for an assessment.
Browse field notes