Epicor Kinetic UI Tips & Tricks

UI Spy: Say Goodbye to Classic ERP

As you might be aware, Epicor is pushing to sunset the Kinetic ERP’s legacy “classic” UI screens, in favor of the web-based Kinetic user interface. They have been scaling back support for the classic interface over time, with a sunset date of May 2026.

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.

Getting Tippy when the Kinetic UI gets Tricky…

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:

1. Copy the dashboard to avoid changing the original, perhaps add a “K” to the end of the dashboard ID, or some other scheme
2. Load the new copy of the dashboard
3. Delete all trackers on the dashboard
4. Preview the dashboard and make sure it runs okay, other than the missing trackers
5. Save the dashboard
6. Create the Kinetic application (Tools/Deploy/Application)
7. 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!