Epicor Kinetic (formerly Epicor ERP)

Epicor Kinetic (formerly Epicor ERP) Reviews

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Ratings and Reviews
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Travis Kenworthy P.E. | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Our company is an engineering design firm that supplies large, custom equipment. Each project takes 8 months to 2 years to complete. We use Epicor to handle all the project management, purchasing, shipping and accounting needs. At the risk of sounding like an Epicor ad, here is the good stuff: Before we had Epicor we did all our accounting in Quickbooks and used spreadsheets to handle our project planning. It was a huge challenge to keep track of costs associated with the projects. Now, we have a well defined process where all costs are accounted for. We try to manage our finances on a monthly basis, and before it would take 2-3 months after the month was completed to know how we did on that given month. Now, with Epicor ERP, all of our project managers can see live accounting information for their projects and make more informed decisions. Our project managers can do their monthly finance close-out in just a couple of hours. where before it would take days of work for each project manager and lots of waiting for communication between them and the accounting and purchasing departments.
  • Epicor has a pretty good project management module. We are able to set up projects with multiple phases as needed and track costs at both a phase level and top project level. You can use the system to assign tasks to employees working on the project and track assignments that way. Under each phase we create an Epicor "job" that can store all the parts that we need to purchase or fabricate for a project. Then we can track what parts have been purchased, received, and shipped for the project.
  • Epicor is set up to have a lot of features that most users probably aren't going to use, but it is convenient to have most of what you need available. Then, you can hide parts of the program you won't need.
  • Possibly the best thing about Epicor is that it has a lot of customization tools, and the system allows you to customize it in a lot of ways so you can make it look and behave how your organization needs. One very strong area of the customization is the ability to create information dashboards where you can show any type of data that you like to see. A great example of this is a Project Management Dashboard we built that allows all our employees to see how the projects are doing and what their assigned tasks are.
  • Expandability. This is another great way that Epicor is customizable. As an ERP system Epicor is primarily a bunch of tables. And thankfully, Epicor allows you to add new fields to the tables, so when we want to show what kind of paint goes on our parts, or if a part is purchased or fabricated, we can add fields for those items to the part table, and use it as if those were built in fields. You can add new tables, so we have a place to store lists of all the paint choices (or anything else you want to keep track up).
  • Maybe this was really smooth, but it seemed like implementation was a lot of work. As part of a 4 person implementation team, it took us a month or so of going through tutorials, the help files, and meeting with Epicor consultants to learn how we wanted to use Epicor (that month was pretty light, maybe 5-6 hours per week for each of us). Then it took about 3 months setting up Epicor to meet our needs. (The 4 of us each worked 25-30 hours a week during those 3 months on the implementation since we still had production work to do)
  • Epicor can be overwhelming for new users. Our normal users have a hard time at first getting used to it because there is so much to see, learn and do in it, epecially for people with less technical expertise.
  • As the person on the implementation team in charge of customizations, my biggest complaint is the lack of documentation on programming in Epicor. While they do have great documentation on how to use many of their built in customization tools, they give you the ability to write code in C# that should allow you to do anything. But, there is very little to no documentation on the API (Application Programming Interface). Most other programs will have a large help file where users can see the thousands of functions available to program within the system with info on what the functions do, how they are accessed and what inputs they need and sample code for each function. With Epicor.. nope, nothing. Maybe if you buy their SDK for another $24,000 they will have a help file included with that. I don't know.
Epicor could be a good fit for companies that have grown out Quickbooks and need something with more accounting functions and ways to integrate project management, purchasing and accounting into one place. Small companies that can make do without it could save a lot of money by not having everything as organized as it will be in an ERP system though.
Josh Foote | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Epicor is used for all of our finances and accounting purposes. As well as job management and tracking. It allows us to track time on our jobs and create purchase orders, shippers, and invoices. Company-wide it is used to log in and record what employees are doing during the day. I have found that Epicor is very useful and has helped us manage our shop very well. It still has work to be done to improve. I am trying to utilize the scheduling function but for a tool and die shop it is tricky to get everything to work because each job we do can be different from every other job. But I am very happy with Epicor ERP.
  • Allows us to create purchase orders and track them for each job so we can see our costs as we go.
  • We can create "dashboards" that can pull out specific details we want to see such as: due dates, current cost to profit, employee hours, etc.
  • We can track how our suppliers are doing and see if we need to find new ones or focus on those that do perform the best.
  • Epicor can fulfil your accounting needs.
  • Scheduling is very complicated. There are so many things that have to be just right in order for it to work.
  • Receiving invoices works most of the time but can be very tricky.
  • Some actions are permanent like closing job so when accidents happen it can complicate processes.
Epicor ERP is well suited for businesses that purchase components from a lot of different places so there can be traceability. As well as tracking hours to see how your business is doing. I have found that Epicor is perhaps more geared toward companies that create mass quantities of the same part which I do not do at a tool and die shop which maybe doesn't quite need all the functions that Epicor has to offer.
Rashell Bustamante | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Our company creates custom manufacturing systems for the medical industry. We upgraded to the new version of Epicor ERP because it integrated with SolidWorks. We also needed to implement one master scheduling system for the entire company. Pretty much everyone at our company uses the system – order entry, sales, IT, finance, purchasing, and engineering. We use the system to manage all aspects of the supply chain.
  • SSRS to generate reports, and the ability to add fields on the fly, makes presenting data a lot easier.
  • User interface with immediate access to information with ability to export to Excel.
  • Master scheduling capabilities within the system let us process more orders using the same amount of resources.
  • In most screens, the delete button is right next to the save button.
  • The software doesn't handle different manufacture types per part very well.
  • Receiving a part requires several additional steps that don't make sense for our company.
Even with its shortcomings, we still recommend EPICOR ERP quite frequently. The modules are fairly intuitive and flexible to handle our processes. The support is good to great. There are numerous solutions we get to keep in mind to grow into. We have found that Epicor has truly listened and done their best to accommodate their customer's needs.

March 01, 2017

Epicor for novices.

Score 1 out of 10
Vetted Review
Verified User
Review Source
Epicor Cloud ERP is being used to manage inventory and our daily financial bookkeeping and decision making. It helps the operations manager keep track of inventory coming in and knowing what jobs have been completed for each of our customers.
  • Upload reports into different files (PDF, Excel, etc.)
  • Accounting: I can't reverse an AP invoice.
  • Sometimes the system will freeze when I first enter an invoice or cash receipt.
It is well suited for inventory management. Less appropriate as actual accounting software. I prefer QuickBooks over this.

Epicor Kinetic (formerly Epicor ERP) Scorecard Summary

Feature Scorecard Summary

Payroll Management (5)
74%
7.4
Pay calculation (13)
77%
7.7
Benefit plan administration (9)
77%
7.7
Direct deposit files (9)
63%
6.3
Salary revision and increment management (11)
77%
7.7
Reimbursement management (9)
77%
7.7
Customization (2)
66%
6.6
API for custom integration (25)
69%
6.9
Plug-ins (23)
64%
6.4
Security (2)
75%
7.5
Single sign-on capability (31)
80%
8.0
Role-based user permissions (38)
71%
7.1
Reporting & Analytics (3)
80%
8.0
Dashboards (37)
73%
7.3
Standard reports (37)
83%
8.3
Custom reports (33)
83%
8.3
General Ledger and Configurable Accounting (21)
71%
7.1
Accounts payable (35)
72%
7.2
Accounts receivable (36)
71%
7.1
Global Financial Support (17)
89%
8.9
Primary and Secondary Ledgers (17)
66%
6.6
Intercompany Accounting (16)
71%
7.1
Localizations (17)
71%
7.1
Journals and Reconciliations (20)
74%
7.4
Enterprise Accounting (18)
75%
7.5
Configurable Accounting (18)
77%
7.7
Centralized Rules Framework (16)
78%
7.8
Standardized Processes (19)
79%
7.9
Inventory Management (4)
88%
8.8
Inventory tracking (36)
91%
9.1
Automatic reordering (22)
85%
8.5
Location management (28)
89%
8.9
Manufacturing module (33)
87%
8.7
Order Management (7)
82%
8.2
Pricing (37)
83%
8.3
Order entry (40)
82%
8.2
Credit card processing (19)
71%
7.1
Cost of goods sold (39)
82%
8.2
Order Orchestration (17)
89%
8.9
End-to-end order visibility (22)
85%
8.5
Order exception Resolution (16)
83%
8.3
Subledger and Financial Process (14)
82%
8.2
Automated Invoice Processing (17)
84%
8.4
Shared Services Payments (14)
75%
7.5
Billings Management (18)
88%
8.8
Customer Receipt Applications (13)
85%
8.5
Customer Collections (20)
79%
7.9
Revenue Recognition (18)
91%
9.1
Cash Management (19)
88%
8.8
Asset Management (15)
87%
8.7
Travel & Expense Management (14)
59%
5.9
Budgetary Control & Encumbrance Accounting (15)
80%
8.0
Period Close (19)
81%
8.1
Transactions Tax (14)
88%
8.8
Subledger Reconciliations (17)
81%
8.1
3rd Party Accounting Systems (7)
82%
8.2
Project Financial Management (12)
89%
8.9
Budgeting and Forecasting (15)
86%
8.6
Project Costing (16)
85%
8.5
Cost Capture (17)
95%
9.5
Capital Project Management (11)
89%
8.9
Customer Invoicing (15)
84%
8.4
Customer Contract Compliance (9)
84%
8.4
Project Revenue Recognition (12)
87%
8.7
Project Financial Performance Analysis (13)
91%
9.1
Project Financials Dashboard (13)
88%
8.8
Real-time Financial Reporting (15)
95%
9.5
Embedded Business Intelligence (10)
93%
9.3
Project Planning Collaboration (10)
87%
8.7
Project Execution Management (15)
76%
7.6
Project Planning and Scheduling (12)
77%
7.7
Project Manager Dashboard (11)
78%
7.8
Resource Manager Dashboard (10)
78%
7.8
Task Insight for Project Managers (7)
55%
5.5
Project Manager Mobile Functionality (5)
73%
7.3
Team Member Task Collaboration (10)
78%
7.8
Team Member Mobile Functionality (7)
75%
7.5
Project Candidate Search (1)
80%
8.0
Project Candidate Comparison and Analysis (1)
80%
8.0
Defineable Resource Pools (6)
74%
7.4
Defineable Resource Pools (6)
79%
7.9
Talent Profiles (3)
70%
7.0
Real-Time Project Reporting (6)
77%
7.7
Absence Management (3)
77%
7.7
Product Lifecycle Management (4)
90%
9.0
Grants Management (4)
77%
7.7
Award Lifecycle Management (3)
80%
8.0
Spending Control (5)
73%
7.3
Indirect Cost Management (5)
80%
8.0
Billing (7)
77%
7.7
Procurement (19)
80%
8.0
Sourcing Team Collaboration (9)
92%
9.2
Sourcing Analysis (10)
85%
8.5
Bids Analyzed and Compared (6)
85%
8.5
Catalog Shopping E-Commerce for Employees (4)
90%
9.0
Contract Authoring (5)
86%
8.6
Contract Compliance Management (5)
77%
7.7
Contract History (6)
75%
7.5
Contract Renewal Automation (5)
77%
7.7
Contract Repository (6)
75%
7.5
Contract Standardization and Enforcement (6)
81%
8.1
Electronic Signatures (5)
83%
8.3
Invoice Automated Matching (10)
74%
7.4
Purchasing Risk and Compliance Management (6)
75%
7.5
Requisitions-to-Purchase Orders Integrated (8)
85%
8.5
Spend Compliance Management (7)
69%
6.9
Supplier Assessment (10)
79%
7.9
Supplier Communication and Collaboration (8)
70%
7.0
Supplier Management (11)
79%
7.9
Supplier Portal (5)
79%
7.9
Risk Management (9)
79%
7.9
Risk Repository (2)
80%
8.0
Control Management (3)
80%
8.0
Control Mapping (2)
90%
9.0
Control Efficiency Assessments (2)
80%
8.0
Automated Control Assessments (2)
60%
6.0
Assessment Capture (2)
70%
7.0
Issue Detection (2)
80%
8.0
Automatic Notification (2)
90%
9.0
Remediation and Certification (2)
80%
8.0
Logistics (13)
72%
7.2
Transportation Planning and Optimization (6)
75%
7.5
Transportation Sourcing Management (5)
75%
7.5
Transportation Process Integration (6)
69%
6.9
Transportation Execution Management (5)
69%
6.9
Freight Payment Automation (5)
76%
7.6
Trade Management (5)
69%
6.9
Trade Regulatory Compliance Management (4)
69%
6.9
Customs Entry Management (7)
76%
7.6
Customs Document Management (7)
73%
7.3
Customs Document Collaboration (6)
63%
6.3
Fulfillment Management (9)
61%
6.1
Inventory Visibility (11)
83%
8.3
Warehouse Workforce Management (7)
75%
7.5
Manufacturing (9)
82%
8.2
Production Process Design (15)
80%
8.0
Supply Chain Business Flows (11)
81%
8.1
Production Management (19)
79%
7.9
Contracted Manufacturing Management (9)
81%
8.1
Configuration Management (13)
83%
8.3
Work Definition (12)
80%
8.0
Work Execution (15)
78%
7.8
Advanced Fulfillment (12)
86%
8.6
Manufacturing Costs (19)
93%
9.3
Supply Chain (4)
83%
8.3
Forecasting (18)
81%
8.1
Inventory Planning (21)
81%
8.1
Multi-tier Supply Chain Planning (10)
87%
8.7
Performance Monitoring (16)
85%
8.5
Product Lifecycle Management (7)
74%
7.4
Ideation Management (4)
70%
7.0
Requirements Management (4)
77%
7.7
Proposal Management (4)
73%
7.3
Innovation Portfolio Management (4)
89%
8.9
Product Master Data Management (5)
67%
6.7
Vendor Portal (3)
70%
7.0
Project Portfolio Management (3)
74%
7.4

What is Epicor Kinetic (formerly Epicor ERP)?

Epicor Kinetic (the name of the former Epicor ERP) presents a wide feature breadth, customizability, and scalability, typical product-centric cloud ERP offerings. It is meant as a single, end-to-end software solution for businesses, and is available on-premise, hosted, or in the cloud as a software as a service (SaaS) solution.

Epicor Kinetic software offers a modular approach with robust capabilities focused on reducing costs, streamlining processes, and improving customer responsiveness across the enterprise. Given its modularity and customizability, Epicor Kinetic is able to solve a wide variety of business problems and needs.

Epicor Kinetic (formerly Epicor ERP) Competitors

Epicor Kinetic (formerly Epicor ERP) Pricing

Epicor Kinetic (formerly Epicor ERP) Technical Details

Deployment TypesOn-premise, SaaS
Operating SystemsWindows, Linux, Mac
Mobile ApplicationNo