# Epicor Kinetic Upgrade Checklist for Admins and Project Managers

> Source: https://netray.co/tools/epicor-kinetic-upgrade-checklist
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

A phase-by-phase upgrade checklist covering inventory, testing, integrations, cutover and rollback for Epicor Kinetic.

## Category

epicor

## Erp

Epicor Kinetic

## Industry

Discrete Manufacturing

## Audience

- Epicor administrator
- IT manager
- Project manager

## Tool

**Kind:** checklist

**Scoring Note:** Treat unticked critical items as blockers for the go-live decision.

**Groups:**

#### Plan and inventory

**Items:**

**Text:** Confirm current and target versions and the supported upgrade path

**Critical:** true

**Text:** Name a business owner, technical lead and test coordinators

**Critical:** true

**Text:** List every customization: BPMs, customizations, personalizations, widgets

**Critical:** true

**Text:** List all BAQs, dashboards, reports and who uses them

**Critical:** true

**Text:** List integrations, EDI, REST consumers, scripts and scheduled tasks

**Critical:** true

Identify unused customizations to retire instead of upgrade

Review release notes and breaking changes for your modules

Confirm licensing, hosting and infrastructure requirements

#### Build and test environment

**Items:**

**Text:** Create a pilot environment from a recent copy of production

**Critical:** true

**Text:** Run the upgrade in pilot and record duration and issues

**Critical:** true

**Text:** Check that customizations and BPMs still compile and run

**Critical:** true

Re-test BAQs, dashboards and reports with real parameters

**Text:** Test integrations end to end including authentication

**Critical:** true

Test security groups and menu access by role

Test month-end processes such as close job and costing

Check performance on key screens and processes

#### User readiness

**Items:**

Document changes users will notice and update guides

**Text:** Train super users before the pilot sign-off

**Critical:** true

**Text:** Run user acceptance testing against scripted scenarios

**Critical:** true

Record defects with owners and agreed deadlines

Agree a communication plan for the cutover window

#### Cutover and rollback

**Items:**

**Text:** Freeze changes and transactions during the cutover window

**Critical:** true

**Text:** Take full database and application backups and test restore

**Critical:** true

**Text:** Write a timed cutover runbook with named owners

**Critical:** true

**Text:** Define go and no-go criteria and a rollback decision point

**Critical:** true

Run smoke tests after upgrade: login, job entry, receipt, shipment

Reconnect integrations and scheduled tasks and confirm they run

Monitor the first week and hold a post-go-live review

## Content

**Intro:** Epicor upgrades go wrong at the edges: forgotten customizations, integrations that break on authentication and users who find their dashboard empty on Monday. A checklist keeps those edges visible.

**Sections:**

#### How to use the checklist

**Body:** Start with the inventory group, because every later estimate depends on it. Assign an owner to each item, export the checklist to Excel and track it in your project meetings. Items marked critical should be resolved before cutover. Rerun the pilot upgrade until it completes cleanly and the timing is predictable.

**Bullets:**

- Inventory first, estimate second
- Pilot upgrade on a fresh copy of production
- Users test their own scenarios
- A rehearsed rollback plan

#### Customizations are the main risk

**Body:** Standard Epicor upgrades well. Trouble comes from customizations, BPMs and integrations that depend on specific behavior. List them all, decide which to keep, rewrite or retire, and test each against the new version. Retiring unused customizations is the cheapest risk reduction available in most upgrade projects.

#### Integrations and authentication

**Body:** REST consumers, EDI connections and scripts often rely on credentials, endpoints and API keys that may change with versions or hosting. Test them with real payloads in the pilot. A shop floor data collection tool that cannot log in on Monday is as disruptive as a database failure.

#### Cutover discipline

**Body:** Write the cutover as a timed runbook with owners, a backup and restore test, and a clear rollback point. Decide in advance who can call a no-go and what evidence they need. After go-live, keep hypercare support available and review defects daily for the first week.

**Cta:** We can help inventory your customizations and BAQs and use AI to flag the ones most likely to break before the upgrade.

**Faq:**

#### How long does an Epicor Kinetic upgrade take?

**Answer:** It varies widely with customizations, integrations and data size. A lightly customized site may need weeks of planning and testing around a short cutover. Heavily customized sites often need months. The pilot upgrade gives the most reliable timing for your own system.

#### Do my BAQs and dashboards survive an upgrade?

**Answer:** Usually they carry over, but you should retest them, especially ones using customizations or unusual joins. Check parameters, calculated fields and security assignments in the pilot, and confirm dashboards still render as expected.

#### What is the most common upgrade failure?

**Answer:** Missing integrations and customizations from the inventory, so they are untested until go-live. Authentication and endpoint changes for REST or EDI connections are a close second. A full inventory and an end-to-end pilot reduce both.

#### Should we upgrade in place or build a new environment?

**Answer:** Many teams build a new environment and migrate data to it, which makes rollback simple, while others upgrade in place. The right choice depends on hosting, licensing and your support partner. Whichever you choose, plan and rehearse the rollback.

## Search terms

epicor kinetic upgrade checklist, epicor upgrade plan, epicor 10 to kinetic upgrade, epicor upgrade testing, epicor customization upgrade, epicor upgrade project plan, epicor cutover checklist, epicor kinetic migration

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