Epicor Customization Review
March 23, 2018

Epicor Customization Review

Travis Kenworthy P.E. | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

Epicor ERP On-Premises

Overall Satisfaction with Epicor ERP

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.
  • The ROI can be hard to quantify. We spend more time setting up and entering information up front, but we spend less time than before trying to track project costs so that evens out. Purchasing the system and implementing it was very expensive, but the benefit is the the better information can save money on projects as we know where best to spend our time and identify potential problems earlier on a project. We believe it will have a positive impact, but I'd say it will take a few years (3-4) to be worth it.
We looked at a ton of other systems, but we picked Epicor because it had the most functionality that we wanted out of the box, and with the ability to customize everything. Some other packages had even better customization but less out of the box functionality. Epicor had a good mix of the two.
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.

Epicor Kinetic (formerly Epicor ERP) Feature Ratings

Accounts payable
8
Accounts receivable
8
Global Financial Support
Not Rated
Primary and Secondary Ledgers
Not Rated
Intercompany Accounting
Not Rated
Localizations
Not Rated
Journals and Reconciliations
Not Rated
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
Automated Invoice Processing
Not Rated
Shared Services Payments
Not Rated
Billings Management
Not Rated
Customer Receipt Applications
Not Rated
Customer Collections
Not Rated
Revenue Recognition
8
Cash Management
Not Rated
Asset Management
Not Rated
Travel & Expense Management
8
Budgetary Control & Encumbrance Accounting
Not Rated
Period Close
Not Rated
Transactions Tax
Not Rated
Subledger Reconciliations
Not Rated
3rd Party Accounting Systems
Not Rated
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
Pricing
Not Rated
Order entry
8
Credit card processing
Not Rated
Cost of goods sold
8
Order Orchestration
Not Rated
End-to-end order visibility
Not Rated
Order exception Resolution
Not Rated
Pay calculation
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Salary revision and increment management
Not Rated
Reimbursement management
Not Rated
Dashboards
10
Standard reports
6
Custom reports
10
API for custom integration
1
Plug-ins
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Award Lifecycle Management
Not Rated
Spending Control
Not Rated
Indirect Cost Management
Not Rated
Billing
Not Rated
Budgeting and Forecasting
Not Rated
Project Costing
8
Cost Capture
8
Capital Project Management
Not Rated
Customer Invoicing
Not Rated
Customer Contract Compliance
Not Rated
Project Revenue Recognition
8
Project Financial Performance Analysis
8
Project Financials Dashboard
8
Real-time Financial Reporting
8
Embedded Business Intelligence
Not Rated
Project Planning Collaboration
8
Project Planning and Scheduling
9
Project Manager Dashboard
9
Resource Manager Dashboard
5
Task Insight for Project Managers
7
Project Manager Mobile Functionality
Not Rated
Team Member Task Collaboration
9
Team Member Mobile Functionality
Not Rated
Project Candidate Search
Not Rated
Project Candidate Comparison and Analysis
Not Rated
Defineable Resource Pools
Not Rated
Defineable Resource Pools
Not Rated
Talent Profiles
Not Rated
Real-Time Project Reporting
8
Absence Management
Not Rated
Product Lifecycle Management
Not Rated
Not Rated
Sourcing Team Collaboration
Not Rated
Sourcing Analysis
Not Rated
Bids Analyzed and Compared
Not Rated
Catalog Shopping E-Commerce for Employees
Not Rated
Contract Authoring
Not Rated
Contract Compliance Management
Not Rated
Contract History
Not Rated
Contract Renewal Automation
Not Rated
Contract Repository
Not Rated
Contract Standardization and Enforcement
Not Rated
Electronic Signatures
Not Rated
Invoice Automated Matching
Not Rated
Purchasing Risk and Compliance Management
Not Rated
Requisitions-to-Purchase Orders Integrated
Not Rated
Spend Compliance Management
Not Rated
Supplier Assessment
Not Rated
Supplier Communication and Collaboration
Not Rated
Supplier Management
Not Rated
Supplier Portal
Not Rated
Risk Repository
Not Rated
Control Management
Not Rated
Control Mapping
Not Rated
Control Efficiency Assessments
Not Rated
Automated Control Assessments
Not Rated
Assessment Capture
Not Rated
Issue Detection
Not Rated
Automatic Notification
Not Rated
Remediation and Certification
Not Rated
Not Rated
Transportation Planning and Optimization
Not Rated
Transportation Sourcing Management
Not Rated
Transportation Process Integration
Not Rated
Transportation Execution Management
Not Rated
Freight Payment Automation
Not Rated
Trade Management
Not Rated
Trade Regulatory Compliance Management
Not Rated
Customs Entry Management
Not Rated
Customs Document Management
Not Rated
Customs Document Collaboration
Not Rated
Fulfillment Management
Not Rated
Inventory Visibility
Not Rated
Warehouse Workforce Management
Not Rated
Not Rated
Production Process Design
Not Rated
Supply Chain Business Flows
Not Rated
Production Management
Not Rated
Contracted Manufacturing Management
Not Rated
Configuration Management
Not Rated
Work Definition
Not Rated
Work Execution
Not Rated
Advanced Fulfillment
Not Rated
Manufacturing Costs
Not Rated
Not Rated
Forecasting
Not Rated
Inventory Planning
Not Rated
Multi-tier Supply Chain Planning
Not Rated
Performance Monitoring
Not Rated
Ideation Management
Not Rated
Requirements Management
Not Rated
Proposal Management
Not Rated
Innovation Portfolio Management
Not Rated
Product Master Data Management
Not Rated
Vendor Portal
Not Rated
Project Portfolio Management
Not Rated