Process Automation is an often-overlooked tool available within Epicor Kinetic. Your users perform the same task repeatedly, sometimes many times a day. While this not only wastes their time, there is a potential for errors when someone tries to rush the process. This is where Process Automation comes into play. Utilizing the standard tools within Epicor Kinetic, we can automate tasks ranging from reduction of clicks and key-presses to using logic to perform tasks across many business units all from the press of a button.
As an experienced Epicor Consultant, I can walk with you through your processes and help with Process Automation as well as the tools below.
As an experienced Epicor Consultant, I can walk with you through your processes and help with Process Automation as well as the tools below.
BPMsA BPM is server side logic that helps automate your business processes. This logic can help enforce your business rules and help automate certain tasks.
Business rules can range from preventing users from entering a large discount on a sale to requiring the completion of certain steps prior to completing another step. It is your logic, why not have Epicor Kinetic follow your rules? The automation can take many forms like defaulting values with the creation of new records to helping reduce the amount of steps and manual processes a user must perform. All BPM logic occurs on the server, which means that all interfaces will trigger the logic. This means a user doing a process on a standard Epicor screen will trigger the same logic that an integration or any other process that uses the standard Business Logic. |
CustomizationsA Customization helps streamline your entry of information while adding logic to your data. The User Interface is built using Infragistics and standard Windows Forms logic. This enables you to do practically anything we can imagine. Common customizations range from hiding and moving fields to advanced programming that brings your business to life within Epicor.
Screen customization allows you to perform advanced calculations, display additional data, and even interact with the physical world through serial/USB devices. Moreover, like a BPM, a customization is able to help automate tasks and perform logic with little to no user intervention. |
ReportsEpicor comes with many ways to display and analyze your data. The Business Activity Query can perform advanced calculations on the fly and that data can feed a Dashboard, Report, or even Excel. Additionally, Epicor has many tools that enable integrations with a huge variety of other software.
Whether your need is for internal analytics, or externally facing documents that display your professionalism, Epicor has the right tool for your need. Now with Epicor 10 and Kinetic, we have a 100% Microsoft solution from end-to-end, making this a brilliant way to move forward, but also future proofing your investment! |
DashboardsDashboards are the fastest and easiest way to view and interact with Epicor Kinetic. With a right-click, you can send the data to Excel for further processing and formatting, or open a related screen with the data pre-loaded.
What makes dashboards even more powerful is the ability to perform business logic and perform updates to your data often across many records at a time using an updatable dashboard. Additionally, an updateable dashboard’s use of BPMs and Customizations augments this already effective feature, making updateable dashboards an ideal tool to make mass modifications to your data. This opens a whole world of possibilities when a small change in your environment requires many changes down the line. |