No Native Handshake, No Problem: Making Epicor Kinetic and Prophet 21 Work Together
Running both manufacturing and distribution operations? You might find yourself juggling Epicor’s two flagship systems: Epicor Kinetic (for manufacturing) and Prophet 21 (for distribution). While these platforms weren’t designed to talk to each other out of the box, getting them to communicate doesn’t have to give your IT team nightmares.
Different ERP Systems, Different Strengths
Think of Epicor Kinetic as your manufacturing maestro – handling production schedules, materials, and shop floor activities with robust features for BOMs and shop floor control.
Meanwhile, Prophet 21 excels at distribution – managing inventory, supply chains, and sales orders with streamlined workflows designed specifically for distributors.
They’re like siblings raised in different households – related but with distinct personalities and skill sets. Both use Microsoft SQL Server behind the scenes but speak somewhat different languages when it comes to sharing information. Epicor Kinetic uses a service-oriented architecture with a comprehensive REST API, while Prophet 21 operates through its Middleware API with OData services for queries and transaction processing. So, how do you get Epicor Kinetic and Prophet 21 to join forces?
Option 1: Use Epicor’s Own Toolbox
Automation Studio: This low-code platform is embedded in both systems and lets you build “recipes” that automatically sync data between systems without heavy programming.
Integration Cloud: Epicor’s cloud solution offers pre-built connectors for both platforms, though P21’s connector has some limitations with filtering capabilities.
Option 2: Bring in a Mediator
Third-party platforms like DCKAP Integrator can bridge the gap with drag-and-drop simplicity and pre-built error handling.
Custom API integrations work well for companies with technical resources who need complete control over their data mapping.
Traditional EDI exchanges can handle batch transfers of orders and invoices when real-time sync isn’t required.
Best Practices for Using Kinetic and P21 Systems Together
If you’re taking on this integration project, keep these best practices in mind:
Divide and conquer: Let each system do what it does best – Epicor Kinetic for manufacturing, P21 for distribution.
Start simple: Use Epicor’s built-in tools before diving into custom development.
Establish clear rules: Decide which system “owns” which data (your “source of truth” for customers, inventory, etc.).
Map your journey: Document which fields need to sync, how frequently, and in which direction.
Test thoroughly: Simulate real-world scenarios to ensure the integration handles both successful transactions and errors gracefully.
Roll out gradually: Start with master data sync before tackling complex transactions.
Keep an eye out: Monitor your integration points and optimize as needed.
Case Study: Seamless Order-to-Manufacturing Flow
A metals distributor using Prophet 21 for sales and inventory acquired a fabrication company running Kinetic. Rather than forcing everyone onto one system, they integrated the two platforms:
Customer orders entered in P21 automatically create work orders in Kinetic.
As manufacturing progresses, status updates flow back to P21.
When products are completed, inventory is updated in both systems.
The sales team can provide real-time production updates without switching applications.
They used Epicor’s Automation Studio to build this workflow, allowing each division to keep using the software best suited for their operations while maintaining a single view of the customer order.
Result: Order fulfillment time decreased by 35%, and customer satisfaction scores jumped by 22%.
Case Study: Building Business Intelligence
A building materials company with manufacturing (Kinetic) and distribution (P21) divisions struggled with inconsistent reporting until they integrated their systems:
Sales data from P21 now automatically feeds production planning in Kinetic.
Inventory levels stay synchronized across both platforms.
Financial reporting consolidates data from both systems for accurate forecasting.
Result: Inventory carrying costs decreased by 18%, and the time to generate company-wide reports dropped from days to minutes.
Do you have a good reason to use Epicor Kinetic and Prophet 21 together?
EstesGroup is here to help! While Epicor didn’t design these systems to seamlessly integrate, new tools make connecting them entirely achievable. With the right approach, you can create a unified ecosystem that handles both manufacturing and distribution without missing a beat. The result? Less manual data entry, fewer errors, and a smoother operation from production floor to customer door.
It’s a natural human tendency to put off unpleasant tasks like mowing the yard, taking out the trash, or addressing the deadline to move entirely from Epicor’s Classic user interface to their new browser-based Kinetic framework.
Entirely understandable, the attachment to years’ worth of carefully tailoring the ERP environment to your company’s needs is hard to give up. Just when you’ve gotten it “just right,” you’re being reset back to level 1, like a video game that suddenly loses all the lives you’ve built with great effort and ingenuity.
But like a lot of things in life, change doesn’t have to be bad. For one, it gives us a chance to reevaluate the choices we’ve made in the past.
That process you installed ten years ago—is it still meeting your needs? Could it be ditched or improved? Is there a better way?
And some of the modifications done to your system might have been tortured into the old user interface in ways that weren’t optimal, but were a way you COULD get what you wanted. And that code was often s-l-o-w.
Since the latter days of ERP10, Epicor has been introducing new tools like the REST API and Epicor Functions that give us better ways to interact with Epicor Business Objects and better places to put heavy-lifting development on the server side where it belongs.
And all your old work isn’t lost. BPMs still work the same way. Dashboards, and even some screen customizations, can be converted with some tweaking. Yes, all that C# code will disappear, but you can convert most all of its functionality to better forms in the new customization layers and functions.
The secret weapon in this fight?
prep·a·ra·tion – the action or process of making ready or being made ready for use or consideration
The time to begin the journey is likely not a month before the deadline, for several reasons.
The learning curve for transitioning from old to new can be steep. Although many of the concepts are the same or similar between the two environments, they can be expressed in very different ways.
Before starting to convert a Classic application’s customization that has very much complexity, you’ll likely want to document what the old one does and how it does it, complete with data accessed, UD fields added, C# script processes, and so on. Many Epicor ERP installations are not well documented, and this is a good excuse to do a good thing.
Evaluating the old processes and decisions about whether to promote them or instigate some redesign will take a while.
And then, the actual conversion work can be a slow slog if you have a lot of it to do.
All this might seem insurmountable, if not merely daunting. But there’s still time—the first deadline is still over a year away at this writing.
Gather your resources. Identify your team. Get support from management. Make a plan—and realize it might evolve. And as if eating an elephant, take one bite at a time.
Epicor has good documentation for their Application Studio environment via the Help information accessed from the Kinetic menu. Going to Insights will help, as will joining online user groups like www.epiusers.help.
As always, we’re here you help when you need it. The EstesGroup ERP and IT teams will extend assistance in whatever form you need, a jumpstart, specific application conversions, or project management.
Just give us a shout when you need us.
What does Epicor 2026.1 mean for your business?
EstesGroup is a leading Epicor ERP consultancy that blends elite Epicor Kinetic expertise with cutting-edge technology, AI, and cloud services. There are a bundle of technical challenges to work through and decisions to make when uplifting any custom elements of your Epicor Classic UI to Kinetic. Get your questions about Epicor 2026.1 answered now by our ERP experts. Don’t miss out on insights gained in our “Uplifting Epicor Classic UI to Kinetic” webinar with industry experts.
The communication between the client application and its server is a fundamental consideration for any ERP system, but every ERP has its own peculiarities when it comes to how this communication occurs, especially when it comes to processing asynchronous tasks.
Within the context of Epicor’s Kinetic ERP system, the communication of asynchronous tasks is accomplished via the interaction between Epicor’s system agent and task agent. The system agent and task agent form an interconnected framework that manages asynchronous processing and background tasks, ensuring smooth operation and scalability of the Epicor ERP environment. An in-depth explanation of their relationships and roles can help your company leverage your ERP system to its fullest capabilities.
System Agent
The Epicor system agent, a part of the Epicor application, ensures smooth communication between the ERP system and the task agent. Understanding the Epicor system agent, including its key functions and relationship with the Epicor application is important for businesses seeking the maximum benefits from their ERP.
The system agent is a logical entity within the Epicor application that schedules and manages background tasks. It is defined at the application level and serves as an intermediary between users or the system and the task agent.
Epicor System Agent Key Functions
Task Scheduling: Handles the scheduling of recurring tasks, such as generating reports, running MRP (Material Requirements Planning), or processing batch jobs.
User Interface: Users interact with the system agent through the Epicor client to submit tasks or manage schedules.
Delegation: Delegates tasks to the appropriate task agent on the application server for execution.
The system agent operates within the Epicor application and communicates with the task agent(s) for task execution. It ensures tasks are queued and sent to the correct server or task agent.
The Epicor Task Agent
After the Epicor system agent communicates tasks, the Epicor task agent is integral for execution, logging, and monitoring within the ERP system. Through the Epicor Administration Console (EAC), users can easily configure and manage task agents on the application server. The task agent communicates directly with the Epicor application for transparent task reporting.
The task agent is a service running on the Epicor application server that executes the tasks queued by the system agent. It is responsible for carrying out the actual processing work.
Task Agent Key Functions
Task Execution: Executes tasks such as report generation, data exports, or process workflows initiated by the system agent.
Multitasking: Supports concurrent task processing by managing multiple queues or threads.
Logging and Monitoring: Logs task execution details and provides monitoring capabilities for administrators.
Task agents are configured and managed on the application server through the Epicor Administration Console (EAC). Multiple task agents can be deployed for load balancing and redundancy
The task agent acts as the execution engine for tasks managed by the system agent. It processes instructions received from the system agent and reports back the status or results of the tasks to the Epicor application.
The system agent, task agent, and Epicor application work together for seamless ERP system performance regarding task generation, delegation, execution, and completion.
Task Submission:
A user submits a task (e.g., generating a financial report) in the Epicor application interface.
The system agent queues this task for execution.
Task Delegation:
The system agent identifies the appropriate task agent on the application server and sends the task to it.
The task is hereby delegated.
Task Execution:
The task agent processes the task, utilizing system resources on the application server.
The task agent logs the task status and output, providing updates to the system agent.
Task Completion:
The system agent retrieves the task results from the task agent.
The system agent makes the task available in the Epicor application for the user to access.
Task-in, Task-out: Examples of Epicor Task Processing
The system agent is essential for efficient report generation while the task agent ensures smooth MRP processing.
Epicor Report Generation:
Users schedule a monthly sales report via the system agent.
The system agent queues the task and sends it to the task agent.
The task agent retrieves data from the database, generates the report, and stores it for user access.
Epicor MRP Processing:
The system agent schedules MRP runs during off-peak hours.
The task agent processes the large data sets, calculates demand, and updates inventory levels in the database.
Benefits of Epicor Task Management
The system agent, task agent, and the Epicor application streamline the ERP system, providing efficiency, scalability, and reliability.
Efficiency: Tasks are processed asynchronously, minimizing delays in user interactions with the Epicor application.
Scalability: Multiple task agents can be deployed to distribute workload across servers.
Reliability: Tasks are queued and processed independently of user sessions, reducing the risk of task failure due to client-side issues.
The system agent, task agent and Epicor application perform important roles in forming a powerful framework for the Epicor ERP system. Together, they simplify task management, including task generation, execution, and reporting.
Understanding how these three components work together is essential for businesses to optimize their operations, improve the reliability of their systems, and scale their ERP systems.
Are you ready to optimize your ERP system and streamline Epicor task management? Contact us today, and we’ll help maximize your ERP investment with the ideal setup.
As businesses enter 2025, artificial intelligence (AI) is no longer a distant concept; it’s a transformative force reshaping industries. For SYSPRO users, AI offers unprecedented opportunities to streamline operations, improve product quality, and make data-driven decisions. Let’s explore how SYSPRO users can harness AI to stay ahead in an increasingly competitive landscape.
AI as a Strategic Enabler for SYSPRO Users
SYSPRO coupled with artificial intelligence and machine learning launched an initial appeal due to its ability to automate repetitive tasks and drive efficiencies. While these benefits remain vital, forward-thinking companies now view AI as a strategic enabler. By integrating AI into SYSPRO enterprise resource planning (ERP) systems, manufacturers can do the following and more:
Predict and Prevent Downtime: AI-powered predictive maintenance analyzes sensor data to forecast equipment failures, allowing repairs to be scheduled proactively. This minimizes unplanned downtime and extends the lifespan of machinery.
Optimize Decision-Making: Machine learning algorithms provide actionable insights by processing large volumes of structured and unstructured data, empowering leaders to make informed decisions faster.
Enhance Customer Experiences: AI tools such as chatbots and personalized recommendations improve customer satisfaction while freeing up human resources for complex interactions.
Redefining Procurement and Supply Chain Management
Smart purchasing decisions depend on understanding patterns across many moving parts – from what you’ve bought before to how well suppliers deliver. SYSPRO’s newest tools dig into this data to help businesses buy smarter and plan better. When companies connect these capabilities to their everyday purchasing work, they can keep just the right amount of stock on hand (no more warehouse space wasted on excess inventory). The system also takes the guesswork out of picking and evaluating suppliers, while giving an early heads-up about possible supply chain hiccups so teams can tackle problems before they grow. This means less firefighting and more strategic planning for procurement teams.
Empowering Finance with Predictive Insights
Finance teams need innovative tools to tackle today’s complex business challenges. Modern technology, particularly advanced analytics and automation, opens up powerful new ways for financial professionals to work smarter and make better decisions. Below are some key opportunities that forward-thinking finance departments are exploring:
Smarter document handling: Gone are the days of mind-numbing data entry. New tools can read and organize financial documents automatically, freeing up staff to focus on analysis and strategy.
Sharper forecasting: By tapping into historical patterns and market signals, teams can build more reliable predictions about where the business is headed and adjust course proactively.
Better risk management: Advanced monitoring systems can spot concerning patterns in real-time, helping catch potential fraud or credit issues before they become major problems.
Streamlined daily operations: Routine tasks like processing invoices and expenses can now run smoothly in the background while maintaining high accuracy.
Dynamic planning capabilities: Modern planning tools help teams model different scenarios and find smart ways to allocate resources and reduce costs.
Deeper customer understanding: By analyzing customer behavior patterns, teams can develop more targeted products and provide more personalized service.
Smoother compliance: New tools can automatically track transactions against regulations and flag potential issues, making it easier to stay compliant in an evolving regulatory landscape.
Quality Assurance and Safety with Computer Vision
Computer vision—a subset of AI—is proving invaluable on the factory floor. SYSPRO users can leverage this technology for ultimate compliance and control:
Quality Control: Cameras integrated with AI systems can inspect products in real time, ensuring consistent quality and reducing waste.
Safety Compliance: Facial recognition and object detection enhance safety by monitoring authorized personnel and identifying hazards.
AI in Sales and Customer Service
For sales and customer service, AI delivers personalized and efficient interactions. SYSPRO users can deploy AI-driven chatbots to handle common inquiries, offer 24/7 support, and provide tailored product recommendations. This not only reduces response times but also enhances customer satisfaction and loyalty.
SYSPRO users can harness AI’s powerful data processing capabilities to gain a competitive edge in several key areas. By analyzing extensive historical datasets, they can better understand and predict customer behavior and market trends, enabling more proactive business decisions. This same analytical power allows them to fine-tune their pricing strategies in response to projected demand patterns, ensuring optimal revenue generation. Furthermore, the system’s ability to recognize patterns in customer purchasing behavior helps identify promising opportunities for cross-selling and upselling, allowing businesses to maximize the value of each customer relationship.
SYSPRO’s commitment to democratizing AI ensures that even non-technical users can benefit from advanced analytics. Features such as a machine learning designer and flexible card-based interfaces make it easy to easily accomplish more:
You can design custom AI models without coding expertise.
You can surface insights directly within SYSPRO’s user interface.
You can act on predictions and anomalies in real time.
Looking Ahead: Preparing for an AI-Driven Future
The AI in manufacturing market is projected to grow at an astonishing CAGR of 57.2%, reaching $16.7 billion by 2026. For SYSPRO users, the challenge lies in adopting these technologies strategically to maximize ROI and build resilience against future disruptions.
By embracing AI, SYSPRO users can unlock new levels of efficiency, innovation, and customer satisfaction. The journey to an AI-powered future starts today, with practical steps that align technology with business goals. As we head into 2025, the question is not whether to adopt AI, but how to leverage it to its fullest potential.
EstesCare ERP, EstesGroup’s subscription-based support services suite for enterprise resource planning, brings cutting-edge AI to your users. Talk to us today to discover how you can customize both SYSPRO ERP and supporting AI solutions with a partnership with EstesGroup’s SYSPRO consulting team.
PSaaS: Transforming ERP Support and Delivery with a New Service Model
In today’s fast-paced business landscape, almost everything is delivered as a service — from software (SaaS) to infrastructure (IaaS) to even transportation and groceries. This shift has redefined how businesses consume and manage technology and services. But can the same model revolutionize ERP professional services, particularly for users of Epicor Kinetic?
The answer is yes. The concept of Professional Service-as-a-Service (PSaaS) is gaining traction as a flexible and scalable solution for ERP support and delivery.
What is Professional Service-as-a-Service (PSaaS)?
At its core, PSaaS moves away from traditional ERP support models that rely on upfront contracts, rigid timeframes, and unpredictable costs. Instead, professional services are delivered in a subscription-based, on-demand model.
For Epicor Kinetic users, this means access to expert ERP support, enhancements, and optimization without the hassle of large projects or resource-heavy contracts. You get what you need, when you need it — in a way that’s predictable and sustainable for your business.
Why Epicor Kinetic Users Benefit from PSaaS
Epicor Kinetic is a powerful cloud-based ERP solution that helps manufacturers and distributors optimize workflows, enhance productivity, and scale operations. However, keeping your system aligned with business needs requires ongoing support and expertise.
With EstesCare ERP Professional Service-as-a-Service, Epicor Kinetic users can focus on growth and ROI while doing the following and more:
Access Expertise On-Demand: Whether you need help with customizations, integrations, reporting, or general system optimization, PSaaS provides a team of ERP experts ready to assist — without lengthy project negotiations.
Achieve Cost Predictability: Traditional ERP support can be costly and unpredictable. PSaaS offers a subscription-based pricing model, ensuring your support costs are manageable and transparent.
Streamline System Enhancements: ERP systems like Epicor Kinetic evolve with regular updates. PSaaS allows you to implement updates, enhancements, and best practices efficiently, so you can take full advantage of Epicor’s features.
Focus on Core Business Goals: By outsourcing ERP professional services, your internal team can focus on driving core business initiatives rather than getting bogged down by troubleshooting or system maintenance.
Scale Services as You Grow: Whether you’re a small manufacturer or a global enterprise, PSaaS can scale with you. As your Epicor Kinetic environment grows, your professional services can seamlessly adapt.
How Does PSaaS Work for Epicor Kinetic?
The model is simple and user-focused:
Assessment: A quick assessment identifies your current needs, pain points, and opportunities for improvement in your Epicor Kinetic environment.
Subscription Setup: You select a subscription package based on your needs (e.g., monthly support hours, specific services).
Ongoing Support & Optimization: ERP experts deliver services like troubleshooting and issue resolution; custom reports and dashboards; user training and documentation; enhancements and integrations; and regular system health checks.
Review & Adjust: As your needs change, the subscription can flex to ensure optimal support for your evolving Epicor Kinetic environment.
Why Professional Service Partnership Matters in Today’s ERP Landscape
The ERP market is shifting. Businesses are demanding flexibility, scalability, and ROI-driven outcomes from their ERP investments. Professional Service-as-a-Service meets this demand head-on by aligning ERP support with modern service consumption trends.
For Epicor Kinetic users, this model offers the opportunity to maintain a lean, efficient, and agile ERP system without the traditional constraints of support contracts or one-off engagements.
Is EstesCare ERP Professional Services Suite Right for Your Organization?
If you’re an Epicor Kinetic user looking to do the following to improve your operations:
Reduce ERP support costs
Streamline system improvements
Access on-demand expertise
Increase ROI on your ERP investment
Then Professional Service-as-a-Service with EstesGroup’s EstesCare Support Services team may be your perfect solution.
In the fast-paced world of business technology, staying ahead means embracing innovation and adaptability. As organizations strive to streamline operations and meet the demands of a dynamic market, the tools they use must evolve. Enter Epicor Kinetic, a transformative leap forward in enterprise resource planning (ERP) technology. With its cutting-edge user interface (UI) and enhanced capabilities, Kinetic sets a new standard for productivity, flexibility, and user experience. So what happens to the Epicor Classic UI now? What does the future look like for legacy versions?
Goodbye, Epicor Classic UI: Hello, Kinetic UI
What exactly makes the Kinetic UI so powerful in comparison to the Epicor Classic? And why is now the time to make the shift? Let’s explore the benefits, the transition timeline, and how your organization can navigate this evolution.
The Kinetic UI isn’t just an update—it’s a reimagining of how ERP systems should function in the modern age.
Built with user-centric design principles, it introduces features that empower businesses to operate with greater efficiency and agility.
Intuitive Interface: Say goodbye to clunky workflows. The Kinetic UI simplifies navigation, cutting down on the steps needed to complete everyday tasks.
Flexibility to Work Anywhere: Whether your team is in the office or remote, the browser-based design ensures ERP tools are always accessible.
Improved Performance: A faster, more responsive interface means less downtime and more productivity.
Customizable Tools: Integrated solutions like Application Studio make low-code customization a breeze, allowing businesses to tailor their ERP to meet unique needs.
These features aren’t just enhancements—they’re enablers, giving organizations the tools to compete and thrive in a fast-changing landscape.
The Sunset is Coming
Change is on the horizon, and planning ahead is critical. With the release of Epicor Kinetic 2026.1 in May 2026, the classic user interface (UI) associated with E10 and its predecessors will officially be retired. From that point forward, users will interact exclusively with the Kinetic web-based interface.
This shift marks a significant milestone for ERP software users. As the Epicor Classic UI is phased out, the Kinetic UI becomes the default, offering a future-ready solution with modernized design, enhanced performance, and more efficient workflows. Organizations adopting the Kinetic UI gain access to features that legacy systems cannot support while avoiding the risks of limited support for older versions.
The bottom line? Embracing the Kinetic UI and leaving the Epicor Classic UI in the dust isn’t just about keeping pace with technological advancements—it’s about positioning your business to succeed in a future defined by flexibility, speed, and innovation.
Web UI vs. Cloud: Understanding the Difference
A common misconception about Kinetic is the relationship between its Web UI and cloud deployment. It’s essential to understand the distinction:
Cloud Deployment focuses on the server and how the application is hosted—whether on-premise, in a private cloud, or in a public cloud managed by a vendor.
Web UI refers to how users interact with the application through a browser-based interface.
This means you can use the Kinetic web UI without moving to the cloud. Whether your ERP is on-premise or hosted in a private or public cloud, the Kinetic UI is accessible, providing flexibility for organizations to adapt at their own pace.
What Does “Kinetic” Really Mean?
“Kinetic” carries a multifaceted meaning within theEpicor ERP ecosystem. At its core, it’s a rebranding of Epicor’s Vantage/905/E10 ERP system. More specifically, it’s the name for the new web-based UI that will fully replace the Classic UI with Release 2026.1. When someone talks about “moving to Kinetic,” they might mean different things:
Upgrading to E11/Kinetic: This is essentially a shift from E10 to the next version.
Transitioning to the Web-Based UI: Moving from the Classic WinForms UI to the Angular JavaScript-based UI, which will become the exclusive interface starting in 2026.
Key Takeaway: Upgrading to E11/Kinetic doesn’t require an immediate adoption of the Kinetic web UI. Organizations can approach the transition in stages.
Upgrade vs. Uplift: A Practical Path Forward
For many Epicor customers, the transition to Kinetic isn’t an all-at-once process. Instead, they adopt a phased approach:
Upgrade First: Move to E11/Kinetic while retaining the Classic screens. This ensures your system is on a supported version without requiring immediate changes to the interface.
Uplift Later: Gradually transition to the Kinetic UI, tailoring workflows and training teams at a manageable pace.
This approach minimizes risk, allowing organizations to benefit from the latest version of Epicor without overwhelming their teams or operations.
Future-Proof Your ERP Today
The move to Kinetic is more than just an upgrade—it’s a strategic opportunity to position your business for long-term success. By embracing the Epicor Kinetic UI, you’re not just adopting a new tool—you’re unlocking a more efficient, flexible, and innovative way of working.
Are you ready to make the shift? Connect with us today to explore how moving from the Epicor Classic UI to the Kinetic UI can transform your ERP experience and help your business thrive in an ever-changing market.
