A practical guide to automating payments and ensuring compliance when implementing ACH in Epicor Kinetic.
One of the many areas where a modern ERP system enhances business operations is in finance, where routine, periodic transactions between financial entities can be securely and automatically processed. Within the realm of finance, one of the most common transactions to automate is ACH.
Understanding ACH in Epicor ERP: What It Is and Why It Matters
ACH (Automated Clearing House) processing is an electronic funds transfer system that enables the secure and efficient movement of money between bank accounts in the U.S. It’s commonly used for direct deposits, bill payments, B2B transactions, and recurring payments. ACH transactions are typically batched and processed in groups, with funds clearing within one to two business days. Regulated by NACHA (National Automated Clearing House Association), ACH offers a low-cost, reliable alternative to checks and wire transfers.
How Epicor Kinetic Supports ACH Transactions
ACH processing within Epicor Kinetic supports various payment types—including vendor payments, customer collections, and payroll disbursements—enhancing cash flow management and operational efficiency. The system ensures compliance with banking regulations and provides detailed tracking and reporting of all ACH transactions.
ACH Implementation: More Complex Than You Might Expect
However, implementing ACH within Epicor Kinetic is not as simple as clicking a button. Generating a file format that meets your bank’s requirements can be surprisingly complex. A successful ACH implementation requires a blend of setup, programming, and rigorous testing.
To successfully implement ACH in Epicor Kinetic, you’ll need specific resources:
A Technical Resource – Someone skilled in C# who can modify the outgoing file format as needed.
In this context, there are several key considerations:
Begin the process in your Test/Pilot system. Here, you’ll migrate addresses, load bank data, configure the electronic payment file, and generate test files to send to the bank for validation.
Early in the project, obtain a PDF from the bank detailing their ACH file upload requirements. This document will guide your configuration work.
Define bank account details for all vendors to be paid within Epicor.
Create a new payment method in Epicor to accommodate ACH.
If remittance advice will be sent by email, gather email addresses for all applicable vendors.
Enter your organization’s bank account details into Epicor’s bank account definition to ensure the file is generated correctly.
Identify who will be responsible for sending remittance advice emails, as this step typically accompanies ACH payments.
Don’t Skip This Step: Testing with Your Bank
Let’s talk about testing, testing, and testing again. One of the most potentially challenging stages of ACH integration is testing with the bank. Each bank has different requirements for test file volume, the number of test runs, and what constitutes a valid test case. Some banks will test the entire file thoroughly, while others may reject it at the first incorrect field. This often results in extensive back-and-forth communication. At the beginning of the process, aim to work closely with your bank to establish comprehensive testing criteria early on—minimizing delays and rework cycles later.
Final Thoughts: Unlocking the Power of ACH in Epicor Kinetic
While ACH processing in Epicor Kinetic provides major advantages for automating and streamlining financial transactions, the implementation process requires careful planning. A successful rollout depends on a combination of functional and technical expertise, close collaboration with your bank, and a deliberate, well-tested approach. By investing the right time and resources upfront, businesses can unlock the full value of ACH automation—improving accuracy, accelerating payment cycles, and strengthening overall financial efficiency.
Prepare for Bank-Specific ACH File Requirements
Every ACH implementation begins and ends with your bank’s specifications. Epicor Kinetic provides the framework to generate ACH files, but it’s your responsibility to ensure that those files match the exact formatting and data structure your financial institution requires. From defining payment methods in the ERP system to customizing the ACH output using C#, the technical side of this process hinges on understanding what your bank expects. That’s why obtaining your bank’s ACH upload guide early in the project is critical—it becomes your blueprint for configuration and testing. The more accurate your initial setup, the fewer file rejection loops you’ll face during validation.
Turn Financial Compliance Into an Operational Advantage
ERP-integrated ACH processing isn’t just about eliminating paper checks. It’s about embracing secure, compliant, and auditable transactions that scale with your business. By aligning your ACH implementation with NACHA guidelines and up-to-date ERP security protocols, you create a system that both protects sensitive banking data and improves the speed and visibility of your payment cycles.
When configured correctly in Epicor Kinetic, ACH automation supports vendor payments, customer collections, and even payroll with detailed tracking, remittance advice emails, and consistent reconciliation. In today’s financial landscape, businesses that uplift their ERP payment workflows gain more than efficiency. They gain a strategic edge in compliance, cost control, and trust.
Talk to an ERP expert today and get guidance on setting up ACH the right way—securely, efficiently, and in full compliance with your bank’s requirements.
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Is your backup solution running on a Raspberry Pi?
We’ve all tinkered with DIY tech—but when it comes to business data, even a Raspberry Pi has its limits. Let’s explore business backup and disaster recovery plan options for Enterprise Resource Planning (ERP) workloads.
DIY Backups Can Be Fun—But Are They Enough?
Many businesses struggle to figure out how to properly back up their data. We all know that backup is important to prevent data being lost. Many things can happen such as ransomware attacks, natural disasters, data breaches, or even internal attacks on your backup system. With this in mind, it is of utmost importance to ensure your company is making proper backups. A well-built business backup and disaster recovery plan protects data, ensures uptime, and gives your team the confidence to handle the unexpected.
You never know when disaster might strike, whether it be something like flooding, an earthquake, or even something as simple as a hard drive failing in your NAS or an employee accidentally deleting a file. These things can greatly affect the productivity of your team, and cause your business to lose money, data, and time.
Common threats that make a business backup and disaster recovery plan essential:
Ransomware and cyberattacks targeting small businesses
Natural disasters like floods, tornadoes, and fires
Employee error, accidental deletions, or insider threats
Hardware failure, aging on-premise servers, or NAS crashes
Data breaches requiring fast compliance-driven restoration
Why Professional Backup and Disaster Recovery Solutions Matter
When it comes to data backup and disaster recovery, small businesses and enterprises alike need robust solutions that go beyond basic file storage. Professional backup and disaster recovery services, which are built into business application cloud hosting solutions, ensure business continuity by providing automated backups, version control, and rapid data recovery capabilities. Without a comprehensive backup strategy, companies risk losing critical business data, customer information, and years of operational history that can never be recovered.
Enterprise-Grade Data Protection Features
In light of this, as a business owner, you must ask yourself the important question, is your backup solution running on a Raspberry Pi? Is your team making trips to the bank on a weekly basis to put a LTO tape backup of your data into a safe deposit box that is intended for rare coins and jewelry? Or, even worse, is all of your data stored in a cabinet in the basement of your office, making all of your data stored on-site?
The True Chaos (and Cost) of Data Loss for Businesses
The old saying goes “don’t put all your eggs in one basket” and this absolutely applies to backups. If all your data is stored on one site, what will you do if your building gets swept away by a tornado or broken into in the night? Will you call Sherlock Holmes and try to find your Linear Tape-Open (LTO) backup tapes or hard disk drives?
LTO Tape vs. Modern Cloud Solutions
While simple solutions like a Raspberry Pi can be great for ensuring the coffee pot in the break room is never empty, your backups are the backbone of consistent service for customers. Your business deserves better than a solution designed for hobbyists, or even something like a NAS (Network Attached Backup), which only really ensures a secure backup if it is located off-site.
Thankfully, EstesGroup is here to help, with our dedicated team which will help you analyze your current business backup and disaster recovery solution, and help you improve your business continuity plan. Our on-premise and cloud-based solution suites make disaster recovery of your important data fast, secure and available 24/7/365.
Our team works hard to meet your advanced cybersecurity and compliance needs, and will help you ensure everything from your customer data to your email accounts are backed up to allow for recovery in case of a disaster.
Integrate, Automate, Report — And Prepare for Disaster
Modern backup solutions should include features like cloud storage integration, automated scheduling, encryption, and compliance reporting. Enterprise-grade backup systems provide redundancy across multiple geographic locations, ensuring your data remains accessible even during widespread outages or natural disasters.
Automated Business: Backup and Disaster Recovery Plan Scheduling and Monitoring
The best backup and disaster recovery services offer both on-premises and cloud-based options, giving businesses the flexibility to choose the right mix of speed, security, and cost-effectiveness for their specific needs.
What to look for in a business backup and disaster recovery solution:
Automated backups with customizable scheduling
Cloud-based redundancy across secure, geo-distributed locations
End-to-end encryption and ransomware protection
24/7/365 support with SLA-driven recovery
Compliance-ready reporting for audits and regulations
Scalability to grow with your business needs
Business owners often underestimate the true cost of data loss until it’s too late. Studies show that 60% of small businesses that lose their data shut down within six months of a disaster, and few IT departments leverage expert network and security assessments.
3-2-1 Backup Rule
Professional IT services and managed backup solutions can help prevent this scenario by implementing industry best practices for data protection, including the 3-2-1 backup rule: three copies of your data, stored on two different types of media, with one copy kept off-site.
Don’t let your business become another statistic – invest in professional backup services that scale with your growth and protect your most valuable digital assets.
So, what are you waiting for? Reach out to our team today at [email protected] or call us at (888) 300-2340 (if you prefer the old-fashioned telephone). Let us help you ensure your business is prepared for anything.
ERP Platforms That Require a Strong Backup and Recovery Plan
EstesGroup supports a wide range of ERP systems for manufacturers, distributors, and service-based businesses. Our team provides consulting, optimization, and secure cloud hosting for leading platforms, including:
Infor SX.e and Infor SyteLine (CloudSuite Industrial)
Whether you’re running a legacy ERP system or planning a cloud migration, EstesGroup can help you build a disaster recovery plan that aligns with your technology, operations, and compliance needs.
Wondering if your backup strategy is really enough? Whether you’re running Epicor, Prophet 21, Sage, SYSPRO, Infor, or another ERP system, your business depends on consistent uptime and data protection.
Below are some of the most common questions we hear about backup and disaster recovery (BDR) for ERP users—along with expert answers to help you protect your systems, your data, and your future.
What is a business backup and disaster recovery plan?
A business backup and disaster recovery plan is a set of strategies, tools, and processes that protect your company’s data and systems. It ensures you can recover quickly from threats like ransomware, hardware failure, or natural disasters—minimizing downtime and loss.
Is a DIY (like Raspberry Pi) backup good enough for business?
Not really. A Raspberry Pi can handle basic backups for personal use or lab environments, but it lacks the redundancy, encryption, automation, and compliance features needed for enterprise-grade disaster recovery. Think of your DIY business backup and disaster recovery plan as the Raspberry Pi of the current digital landscape.
What’s the difference between a NAS and cloud backup?
A NAS (Network Attached Storage) is a local device for storing files, while cloud backups replicate your data to secure, remote servers. Private and hybrid cloud solutions provide better scalability, offsite redundancy, and disaster resilience.
How does the 3-2-1 backup rule work?
The 3-2-1 rule means keeping three copies of your data, on two different types of storage, with one copy stored off-site. It’s a proven strategy for avoiding data loss during unexpected events.
How can EstesGroup help with disaster recovery?
EstesGroup offers fully managed backup and disaster recovery solutions tailored to small and mid-sized businesses. From secure cloud hosting to compliance reporting and rapid restore capabilities, our team helps you prepare for anything. Schedule a free IT assessment with a vCIO today.
Stay ahead of system failures, ransomware threats, and compliance risks with expert insights about enterprise-grade backup and disaster recovery plans and more.
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Ready to move your manufacturing ERP to the cloud? Discover 9 simple steps that make the transition smooth, secure, and future-ready for your future dominance as a competitive and profitable manufacturer.
As manufacturers look to stay competitive and future-proof their operations, migrating to the cloud is becoming a strategic necessity. Moving your manufacturing ERP to the cloud is all about what your new infrastructure doesn’t do: limit how you run your business.
1. Assess Your Current Environment and Plan for Cloud Migration
Before you even think about migrating an enterprise resource planning system like Epicor Kinetic, take a moment to assess your current infrastructure. What are your pain points? What’s working well, and what’s holding you back? And equally important—what are your future growth goals? By understanding both where you are and where you want to go, you can ensure the cloud environment you migrate to can scale with you.
2. Create a Cloud Migration Strategy for Your Manufacturing ERP
Now that you’ve assessed your current needs, it’s time to plan your manufacturing ERP migration strategy. This isn’t just about setting a timeline, it’s about understanding exactly what needs to be done and who’s responsible for each step. A thoughtful plan minimizes risk and ensures that your migration is completed on time and with as little disruption as possible.
3. Back Up Your ERP Data (Crucial Before Migration)
Data is the lifeblood of your business, and migrating your ERP system to the cloud shouldn’t come at the risk of losing it. Before making any major changes, back up your entire manufacturing operation database. This is your safety net, ensuring that should anything go wrong during the transition, you have a secure copy of your critical business data.
4. Sync User Accounts and Licenses for a Smooth Migration
Once your database is secure, it’s time to sync user names, licenses, and configurations. This is crucial for ensuring that your users will have the same access and functionality in the cloud as they had before. Syncing these elements will help avoid disruptions and ensure a smooth user experience after your manufacturing operations are in the cloud environment.
5. Test Your Cloud ERP Environment Before Going Live
It’s time to test your new cloud setup. Setting up a test environment in the cloud is one of the best ways to ensure that everything works as expected before the final cutover. Simulating your everyday operations lets you spot any potential issues and correct them before going live.
6. Test for Access and Functionality for Manufacturing in the Cloud
Testing doesn’t stop after the first phase. The second round focuses on critical areas like user access, connectivity, and the overall functionality of your manufacturing ERP system in the cloud. It’s essential to verify that your system is performing at the right speed and reliability to support your day-to-day business needs. When you look deeply into the process of how to move your manufacturing ERP to the cloud, you’ll see that good testing can ensure that you’ll maximize your return on investment (ROI) for both the ERP software and its deployment model.
7. Select the Perfect Cutover Date for Your ERP Migration
With the heavy testing behind you, it’s time to schedule your cutover date for moving your ERP to the cloud. Work with your team to identify the best time for this transition. Choose a time that offers the least disruption to your daily operations. With careful planning, you can make sure your cloud migration happens without operational disruption and on schedule.
8. Proactively Protect Manufacturing Data with Cloud Backups and Disaster Recovery
Even after testing, it’s essential to take one more step to safeguard your data. Backup your data to the cloud before the final migration to know for sure that everything is secure and recoverable. If something unexpected happens, your business can continue running without major disruptions.
9. Go Live: And Teach Others How to Move Your Manufacturing ERP to the Cloud (Successfully!)
Now, it’s time to go live with your new private or hybrid cloud. Your Epicor Kinetic ERP software, or other manufacturing ERP system, will now run in a secure cloud environment tailored to your industry and to your unique manufacturing operational strategy. Whether you’ve opted for a private or hybrid cloud, this is the time to experience the tremendous benefits of scalability, flexibility, and enhanced security. No hardware costs attached. It’s also time to recommend this way of deploying ERP to your friends.
The Result: Cloud Operations Made for Manufacturers
By migrating your ERP system to the cloud, you’re setting your manufacturing operations up for long-term success. Cloud environments offer unmatched flexibility, scalability, and security. These are key ingredients for future-proofing your business. Plus, with 24/7 support and robust disaster recovery, you can focus on what you do best: running your business, not managing infrastructure.
Ready to learn how to move your manufacturing ERP to the cloud? Sign up for a free demo today!
Managing an ERP implementation is like setting out on a major expedition. The right guide can make all the difference between smooth sailing and getting stuck halfway to your destination (without a single fish!). Read on to make your Epicor® Kinetic or Epicor® Prophet 21 project easier today.
Fishing for You: Full-service Team Project Management Model
In traditional “Big ERP,” a fish-for-you method is often used. People in the industry sometimes call this “Big ERP,” and this approach was popularized in SAP implementations. In this case, the consulting partner comes in and extracts business information from your subject matter experts (SMEs), then uses that information to configure the system.
Often, the individuals who are extracting this information are quite different from those actually performing the system configuration. This model expects less of a time investment from your subject-matter-expert community, but it requires a significantly larger team of consultants and business analysts. As such, the consulting cost to an organization can be significantly higher. This model also tends to take longer to complete, which is typical for the big fish-for-them format.
In a full-service project management model, a consulting partner like EstesGroup takes the lead role. We handle the detailed planning, day-to-day management, and problem-solving so your team can stay focused on operations.
Teaching You to Fish: The Core Team Model
The other approach is often referred to as the core team model. In this model, a core team is assembled from the company’s subject matter expert community. These SMEs form a core team that operates in conjunction with the consultants’ core team. The core team is responsible for understanding and communicating the organization’s core requirements, and then working with the consultants to configure the system.
This model expects a much larger time investment from the subject matter experts — often requiring full-time commitment.
In the coaching model, your team stays deeply involved. A team like EstesGroup comes in to guide, mentor, and support, but you lead the charge. This approach focuses on building in-house ERP project management capabilities so your business isn’t just implementing a system—you’re growing internal experts who can optimize it for years to come.
How do companies decide between options when managing an ERP implementation?
The truth is, many successful Epicor® ERP projects use a blend of both approaches. You might start with full-service project leadership to hit critical milestones and transition to a coaching model as your team grows more confident. At EstesGroup, we tailor project management to your unique needs — whether that means handing you the fishing pole or helping you “reel in” the challenging bits and bytes, such as supply chain management or cybersecurity protocols.
What Full-Service ERP Management Looks Like
Project Planning and Roadmapping: Aligning system goals with business strategy.
Timeline and Milestone Tracking: Keeping all work-streams moving smoothly.
Task Management: Overseeing everything from system builds to user acceptance testing.
Risk and Issue Resolution: Proactively identifying and addressing roadblocks.
Vendor and Stakeholder Coordination: Managing communication so your leadership team stays informed.
Advantages of Full-Service Project Management
Faster Timelines: Seasoned project managers keep things moving efficiently.
Minimal Business Disruption: Your employees don’t have to juggle day jobs with project work.
Proven Playbooks: Experienced teams bring best practices honed across many ERP implementations and new risks like tariff volatility.
Considerations for Project Costs and Culture
Higher Costs: You’re paying for a complete service, start to finish.
Knowledge Retention Risk: Your team may feel less connected to the system if they weren’t hands-on during the build.
Culture disruption: Your team will be stressed by too much interference, which is why EstesGroup focuses on the partnership aspect of projects throughout every step.
Full-service ERP project management is a great fit if your team is bandwidth-constrained or if hitting a tight go-live deadline is critical.
What Coaching and ERP Partner Empowerment Looks Like
Collaborative Roadmapping: Your team helps design the project plan.
Training and Skill Development: We coach your team on best practices for project leadership.
Guided Execution: Your employees manage tasks, with access to expert advice whenever needed.
Ownership and Confidence Building: Your team grows into a force of independent ERP stewardship.
Advantages of the Core Team Model
Sustainable Success: Your organization develops strong ERP project management skills.
Lower Total Cost of Ownership: Consulting hours are often lower since your team leads key tasks.
Higher System Adoption: When users are involved early, change management feels more natural.
Considerations for Project Costs and Culture
Time and Resources: Team members must invest time to learn and lead.
Longer Implementation Timelines: Learning curves can extend project schedules.
Culture, Culture, Culture: Long-term internal expertise requires that employees are content and will stay to coach others.
Building in-house ERP project management capabilities is essential for organizations that want not only to implement a system successfully, but also to develop lasting internal expertise that drives continuous optimization over time.
When considering all options when managing an ERP implementation, why partner with EstesGroup?
Choosing the right Epicor® project management approach shouldn’t be overwhelming. Our team has helped businesses across manufacturing, distribution, and services industries implement ERP successfully — with flexible support models that build lasting success. We’re here to manage your project if you need a steady hand. We’re also here to coach your team to become future ERP champions if that’s your goal. Teaching ERP project management skills is what we do every day. We’re not only here to help you choose your path forward — we’re here at every step on your ERP implementation project. ERP implementation. On-premise or cloud deployment. ERP upgrades. We have the ERP expertise to help you know your options for every little detail of your Epicor® ERP implementation approach.
Want to explore your options for managing an Epicor® ERP implementation? Chat will us now, give us a call, or fill out the form below and we’ll email and call you faster than you can say ERP!
As of version 2026.1, Epicor’s Kinetic ERP will no longer contain a smart client deployment, and the user base will communicate with the application exclusively through a web browser.
Depending on the extent of customizations to the UI and to components like dashboards, conversions may take a significant amount of time in modification and testing.
That said, what are key differences?
The user communicates with Epicor in a new User Interface (UI)
Runs in a browser instead of a fat client
Runs on web-centric devices—not limited to a traditional computer screen and now available on tablets, phones, etc.
Epicor components and business objects can be accessed through a mobile app—not limited to Epicor’s own apps
UI can be customized, but has no C# code, so heavy lifting must be off-loaded to BPMs and Functions
So you want to know more Epicor Kinetic UI tips and tricks for when the rubber meets the road? The EstesGroup Epicor Kinetic consulting team recently covered some technical areas of concern that can help you migrate to a better place moving forward.
In helping customers move to Kinetic, we’ve encountered countless requests for various items of the Epicor Kinetic UI “tips and tricks” variety—something like: “Can Classic dashboards be automatically converted to Kinetic?”
The answer is “yes, but…”
An easy way to generate the Kinetic application is via the Tools/Deploy Dashboard option. You can preview the dashboard or generate the application when you’re satisfied with it. This does convert a lot of things well, but you’ll notice something immediately with the trackers when you preview the Kinetic dashboard.
The filter field(s) in the very first tracker will appear in a slide-out panel when the dashboard opens. Filtering may or may not actually work. Notice there is no OK button in this example.
Other panels have had different issues. And once the panel is discarded, the user can never access it again until the dashboard is restarted. Also, if there are multiple queries/trackers on the dashboard, the subsequent trackers will never fire. It might seem disheartening at first blush, but there are workarounds.
A relatively easy way to do this is this procedure in Dashboard Entry:
Copy the dashboard to avoid changing the original, perhaps add a “K” to the end of the dashboard ID, or some other scheme
Load the new copy of the dashboard
Delete all trackers on the dashboard
Preview the dashboard and make sure it runs okay, other than the missing trackers
Save the dashboard
Create the Kinetic application (Tools/Deploy/Application)
Open the new Kinetic application and add the trackers back in
Adding the trackers manually may sound like a lot of work, but it’s not too bad. Plus, you can add some nice functionality.
Need more guidance? Sign up to get our Ultimate Epicor Kinetic UI Tips and Tricks Guide!
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Human errors in procurement can be costly. A single missed purchase order update or a small data error in your Epicor ERP system can lead to massive consequences: halted production lines, costly expedited shipping, and stressed-out teams scrambling to solve avoidable problems.
Ultimately, supplier portals promise visibility—but at the cost of complexity. This is when chaos enters your business. Your suppliers don’t want to log into another system. Your team doesn’t want to manage one either. So, what happens next? What can you do?
Manual data entry, siloed communication, and outdated procurement practices can quickly break even the best ERP workflows.
For Epicor Kinetic users, these inefficiencies often result in procurement disruption in Epicor:
Lost or incomplete purchase orders (POs)
Incorrect quantities and missed delivery windows
Delayed production schedules and manufacturing downtime
Expensive last-minute freight solutions
Frustrated suppliers and strained vendor relationships
Benefits of an AI-Driven Procurement Process
If you are a supply chain manager working in Epicor Kinetic, you’re constantly balancing lead times, vendor performance, inventory levels, and production timelines. However, even the most experienced professionals run into one common challenge: procurement errors start small and escalate fast.
Fortunately, you can adopt an AI overlay like Leverage AI for Epicor Kinetic procurement and instantly discover tangible benefits. By infusing Epicor with real-time intelligence and automation, manufacturers can expect immediately resolution to errors and disruptions:
Near-Perfect Procurement Accuracy: Automated data handling means far fewer mistakes. No more botched part numbers or missed entries – the AI captures and validates information for you. Reducing manual entry can eliminate a vast majority of errors, ensuring that what goes into Epicor is right the first time. This accuracy prevents costly issues like wrong orders or invoice disputes, keeping your supply chain aligned and efficient.
Real-Time Supply Chain Visibility: With AI continuously updating Epicor, you gain live visibility into every purchase order’s status. At any moment, you can see which POs are confirmed, in production, in transit, or delivered – without calling or emailing anyone. This real-time insight lets your team manage by facts, not guesses. Potential delays surface early (with AI alerts), so you’re never caught off guard by a late shipment. In the fast-paced world of Epicor ERP supply chain management, this immediacy is key. If you experience procurement disruption in Epicor, you see it as it happens, and you see the reasons why.
Fewer Production Delays: Most importantly, AI-powered procurement protects your production schedule. With the system watching for risks (late parts, low stock, transit holdups), you can act in time to prevent line stoppages. Manufacturers maintain higher supply chain stability because materials arrive on time more consistently. When issues do occur, they’re resolved faster thanks to early warning signals and a complete view of the supply situation. The business impact is game-changing: more on-time deliveries to your customers, less last-minute scrambling, and confidence that your ERP operations are resilient.
Disrupt the Disruption with AI for Epicor ERP
You’ve already made a smart move by running your business on Epicor Kinetic—a powerful platform that gives your teams the tools to build, produce, and deliver with confidence. But as every manufacturer knows, even the best ERP system can’t solve every challenge on its own. An AI solution doesn’t just prevent problems – it streamlines the whole procurement workflow. Buyers and planners spend less time on data entry and status tracking, and more on strategic tasks like sourcing and supplier development. Automation can shrink the PO cycle time significantly, meaning you carry less safety stock and incur fewer expediting fees.
In a time when agility is everything, manufacturers who lead with innovation will outperform the rest. If your Epicor Kinetic team is tired of firefighting procurement issues, it’s time for a change that’s simple, supportive, and built for the real world.
With an AI solution, your ERP system AND your suppliers get a voice in the matter of supply chain collaboration.
By automating the routine back-and-forth with suppliers, an AI solution speeds up the entire communication loop. Procurement disruption in Epicor is disrupted; the chain of chaos ends. Suppliers respond through their preferred channels and the information is instantly logged for your team. You suddenly know the feeling of no data latency, and you experience the peace of knowing that nothing important is lost. This transparency builds trust – suppliers see you investing in seamless collaboration, and your team is suddenly free from days of waiting, free from the lost time of chasing your supply chain.
