KEY FEATURES OF EPICOR 10.1: PLANNING CONTRACT

When it comes to ERP success in manufacturing, the journey starts long before the system goes live—often with the quiet power of a well-drawn map.

Get Ahead of Procurement with Proactive Demand Planning

Planning Contracts are essential processes in enterprise resource planning (ERP). They define how an organization documents its product, service, and results requirements—and how it identifies potential suppliers. At the heart of this process is the goal of establishing clear procurement criteria and generating reliable documentation to support purchasing decisions. In the manufacturing world, Planning Contracts function like a well-marked roadmap—helping ERP implementations stay on course by aligning procurement decisions with production timelines, supplier reliability, and the curves of long lead-time planning.

What Is a Procurement Plan?

A procurement plan is a key output of the Planning Contract process. It outlines how procurement activities will be managed over time and often includes:

• Contract timelines
• Needs assessments
• Market research initiatives
• Evaluation strategies

In short, Planning Contracts cover everything from deciding what to contract, when to contract, and how to contract—making them essential to any growth-oriented enterprise.

Looking Back to Leap Forward: Epicor 10.1 Planning Contracts and the Evolution of Smart Procurement

One of the most influential features to come out of Epicor® 10.1 was Planning Contracts—a capability that shifted procurement from reactive to proactive. For many businesses still running on 10.1 today, this remains one of the most game-changing updates in the platform’s history.

When Epicor® 10.1 was released, it introduced functionality that allowed businesses to proactively create purchasing demand. Prior to this, ERP systems typically waited for data-driven triggers—like inventory minimums or job codes—before kicking off procurement workflows.

In the days before dynamic demand creation, procurement was tied to hard triggers: Sales Orders, Inventory Minimums, Job Codes. Epicor® 10.1 broke that mold.

With the introduction of Planning Contracts, enterprises could document their product and service requirements, identify potential suppliers, and—most importantly—initiate purchasing demand before those triggers occurred.

This wasn’t just a feature update. It was a mindset shift.

Epicor® 10.1 Planning Contracts let businesses start planning for long lead-time items without waiting for a sales order. It was the ERP equivalent of seeing five cars ahead on the freeway.

Why This Still Matters in a Kinetic World

Think of it like the first drive of your life. You’re taught to watch the car ahead—but also the next three cars down the road. It’s not just smart. It’s survival. Epicor® 10.1 Planning Contracts gave businesses the same superpower—to look ahead and stay ready.

From Epicor® 10.1 to Kinetic: A Strategic Leap

Upgrading from 10.1 to Kinetic isn’t just about new features. Upgrading to Kinetic is like trading in your reliable old sedan for a high-performance, connected vehicle. You’re not just getting a faster ride—you’re gaining smart features that anticipate the road ahead. Tools like Planning Contracts were your first GPS, helping you map the journey. Now, Kinetic adds automated driving assistance with real-time procurement visibility, seamless data flow across every lane of your organization, and built-in upgrades that keep your ERP engine running smoothly for the long haul. It’s not just about getting there—it’s about manufacturers driving smarter, faster, and with confidence that your system won’t stall when the road changes.