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EstesGroup’s Webinar on Epicor 10.1

Upgrading and Key New Features

Watch our Recorded Webinar and we will show you what new features and upgrades in Epicor 10.1 you can use right away!

We are an ERP and IT consulting group of experienced business people. What does this mean? It means that EstesGroup consultants have worked in the business from the inside, and you will engage with consultants who know production from the ground up as well as how technology and communication, when working together smoothly, can grow your business.

In this webinar recording we will show you the benefits of Epicor ERP in new ways, giving you new powerful use of your system.


Right now, your business might rely heavily on APM (Application Performance Management) to process and automatically generate PDF files, which you then send out to your customers. Lots of enterprises were built on APM, and for good reason. In its day, APM was the best-of-breed technology for diagnosing complex application performance problems with an eye toward maintaining if not improving an expected level of service. But APM presents increasingly onerous limitations, specifically when paired with cloud-based applications, which have become the new norm. The Software as a Service (SaaS) model implies that most of a system’s key components are no longer hosted on one machine but distributed over multiple virtualized systems. In this environment, applications often migrate from one system to another to meet service level demands while dealing (as needed) with periodic outages.

Thankfully, Epicor 10.1 presents a fine solution whose secret lies in the software’s routing rules.

Using the report writing functions of Epicor 10.1, users can create their own custom routings.

With Epicor 10.1, you can define whatever routing rules you like to generate, print, and distribute whatever output you like whenever you like via whatever means you like. And you instruct Epicor 10.1 to distribute these materials to whatever recipient set you choose automatically. The ability to set your own routing rules means that your enterprise can now address the various needs unique to your business. That means generating reports targeted specifically at customers sets, suppliers, and – importantly – your own internal users.


Package Control in Epicor 10.1 operates like the license plate system to register cars – but with vastly more capacity to designate and manage your groups. With Package Control, you define each package and its contents. You input, track, and manipulate pertinent data points such as serial numbers and part codes. Once that’s done, the rest is easy. You can move each group wherever and however you like while enjoying full confidence that you have total visibility of the package’s contents. With Package Control in Epicor 10.1, your company can finally move multiple products via container rather than scrambling to track movements on a part-by-part basis. Apart from saving you time and an alarming number of headaches, this new functionality opens a new frontier for industries in the automotive, aerospace, and medical sectors – to name just a few!


Epicor 10.1 offers the ability to create purchasing demand in situations where previous versions of the software required users to prepossess demand as triggered by database values in fields such as Sales Order, Job, or Inventory Minimum. The importance of this new functionality cannot be underestimated to an enterprise focused on growth! It provides the necessary flexibility by which a company can proactively engineer its processes rather than stumbling into the hard wall thrown up by “just in time” forecast models.

Mature enterprises routinely face situations where expansion and gain hinge on thinking ahead. On this point, the best piece of advice we can offer is the one taught to young, prospective car drivers in driver education schools across the country. When you’re driving a busy highway, don’t just watch the car in front of you. Watch the next several cars!

It doesn’t take much to pull this off — just a glance at the road and the willingness to keep an open mind about what could potentially happen. But this tiny effort can offer tremendous payoff. As any experienced driver knows, when pile-ups happen (as pile-ups do), the people best prepared to swerve and keep going are the ones who’ve been scanning the road ahead.

And that’s why Epicor 10.1’s new Planning Contract function is so important. It gives your company the ability to manage long lead-time items before a concrete trigger appears to demand that those items have been procured. Best of all, the database allows you to earmark these items for specific needs even if a Job code or Sales Order hasn’t been generated yet.