ERP toolkits / Epicor
Epicor ERP (Kinetic, 10, 9, Vantage) toolkit
Epicor Kinetic and Epicor ERP 10 run on-prem or hosted, with BAQs, BPMs and the REST API as the technical toolkit.
Free tools that run in your browser, fixes written for admins and developers, and how to put a private AI assistant on top of Epicor ERP (Kinetic, 10, 9, Vantage) without your data leaving your servers.
Plan your Epicor ERP work
Free planning apps built for Epicor ERP (Kinetic, 10, 9, Vantage). Your work saves to your Netray account.
Training Path Builder
Week by week ERP training plans by role and module, with real screens to practice on, dated lessons, progress tracking and export.
ERP Certification Study Planner
Study plans for ERP certifications built from the official exam objectives, re-weighted toward your weak areas, with progress, readiness and exam-day deadlines.
Upgrade Path Planner
Pick your current and target ERP release and describe your landscape. Get the verified upgrade path, the changes in every release you cross, a risk score, an effort range and a regression test plan.
ERP Table and Field Explorer
Search the core database tables of SyteLine, LN, M3, JD Edwards, SAP, Oracle EBS, NetSuite, Epicor and SYSPRO by name, field or description, see keys and joins, and generate a JOIN query skeleton.
Integration and EDI Designer
Pick business objects and target systems and get the ERP's real interface for each flow (BODs, IDocs, APIs, open interface tables, EDI documents), a field-level starter map and effort notes.
Module Fit and Gap Explorer
Map your manufacturing requirements to an ERP's official modules, see native fit, add-ons and gaps, and compare two ERPs side by side.
ERP Cost of Ownership Model
Five-year ERP total cost model built from your own license or subscription quotes: users, deployment, infrastructure, implementation effort, staff and support.
Implementation Partner Scorecard
Weighted scorecard and ERP-specific interview question bank for comparing ERP implementation partners and consultants.
Design private AI for Epicor ERP (Kinetic, 10, 9, Vantage)
The builder starts with Epicor ERP (Kinetic, 10, 9, Vantage) connected the way it supports. Pick a model and GPUs, add documents, and export the architecture.
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Free Epicor ERP (Kinetic, 10, 9, Vantage) tools
Calculators and simulators (22)
- Epicor Kinetic Data Load Effort Calculator
- Epicor Safety Stock and Reorder Point Calculator
- Epicor EOQ and Lot Sizing Calculator
- Epicor Resource Group Burden Rate Calculator
- Epicor Quote Price and Quantity Break Calculator
- Epicor Shop Floor OEE Calculator
- Epicor DMT Load Duration Estimator
- Epicor Customization Migration Estimator
- Epicor DMT Load Time Estimator
- Epicor BAQ Runtime and Row Volume Estimator
- Epicor DMT Data Load Time Calculator
- Epicor BPM Directive Overhead Calculator
- Epicor REST API Paging and Throughput Calculator
- Epicor Concurrent License Sizing Calculator
- Epicor Task Agent Schedule Load Calculator
- Epicor Upgrade Regression Test Effort Calculator
- Epicor Database Growth Forecast Calculator
- China Sourcing Landed Cost Calculator (FOB to US Delivered)
- Spring Festival Supply Buffer Calculator (Pre-Build and Safety Stock)
- Epicor Kinetic AI Assistant Sizing and Value Calculator
- Epicor ERP 10 AI Assistant Sizing and Value Calculator
- Epicor 9 and Vantage AI Assistant Sizing and Value Calculator
Code and document generators (20)
- Epicor BAQ Query Template Generator
- Epicor BPM Directive Design Template
- Epicor REST API v2 URL Builder
- Epicor Kinetic Customization Change Request Form Template
- Epicor Kinetic Go-Live Cutover Plan Template
- Epicor Kinetic User Access Request Form Template
- Epicor Shop Floor Labor Reporting SOP Template
- Epicor Job Material Shortage SQL Generator
- Epicor Open Sales Order Releases SQL Generator
- Epicor Function Library Design Template
- Epicor REST API PowerShell Script Generator
- Epicor Customization Change Request Template
- Epicor Open Jobs BAQ SQL Generator
- Epicor BAQ OData REST URL Builder
- Epicor BPM Custom Code Block Generator
- Epicor Labor Detail Hours by Employee SQL Generator
- Epicor Kinetic Private AI Layer Blueprint Generator
- Epicor ERP 10 Private AI Layer Blueprint Generator
- Epicor 9 and Vantage Private AI Layer Blueprint Generator
- Epicor Indented BOM Recursive CTE SQL Generator
Reference tables and worksheets (22)
- Epicor Kinetic Job Status Reference
- Epicor DMT Import Template Worksheet (Part and BOM)
- Epicor Security Group Design Worksheet
- Epicor Kinetic BPM Directive Inventory Worksheet
- Epicor Kinetic Scheduled Task Register Worksheet
- Epicor Kinetic Custom Report Inventory Worksheet
- Epicor Kinetic Data Migration Mapping Worksheet
- Epicor Job Cost Variance Worksheet
- Epicor Kinetic Database Tables Reference
- Epicor Part Transaction Types Reference
- Epicor Business Object Services Reference
- Epicor BAQ Calculated Field Examples Reference
- Epicor Table Reference: Erp.Part, Erp.JobHead, Erp.OrderHed
- Epicor UD Table Design Worksheet
- Epicor DMT Data Load Plan Worksheet
- Epicor BPM Directive Inventory Worksheet
- Epicor User Defined Field Register Worksheet
- Epicor UAT Test Script Worksheet
- Epicor BPM Directive Types Reference
- Epicor Business Object Service Reference
- Epicor Job Lifecycle Flags Reference
- Epicor BAQ Subquery Types Reference (TopLevel, InnerSubQuery, Union, CTE)
Checklists (8)
Guides
Private AI layer architecture (3)
How-to and fixes (56)
- Fixing Epicor BusinessObjectException: BPM Directive Errors
- Fixing a Slow Epicor BAQ (Business Activity Query)
- Epicor MRP Runs but Generates No Suggestions
- Fixing Epicor REST v2 API 401 Unauthorized Errors
- Preserving Customizations When Upgrading to Epicor Kinetic
- How to create and call an Epicor Function
- Epicor Application Studio: understanding customization layers
- How to import data with Epicor DMT (Data Migration Tool)
- How to build a Kinetic homepage dashboard in Epicor
- How to close job costing and the accounting period in Epicor
- How to Run an ERP User Access Review (Quarterly Checklist)
- Epicor Kinetic: Job Will Not Release in Job Entry
- How to Create a BPM Method Directive in Epicor Kinetic
- How to Add a Calculated Field in an Epicor BAQ
- Epicor REST API v2: OData Filter, Select and Expand Examples
- Epicor Kinetic: Menu Item Missing or Access Denied for a User
- How to replace paper travelers with a digital traveler
- How to Create a BAQ in Epicor Kinetic
- Epicor Function: How to Call a BAQ from C# (Functions and BPM)
- Epicor Function Custom Code: C# Signature, Parameters and Calling It
- Epicor BPM Custom Code Examples: Set, Query, Validate, Call and Refresh
- Epicor BPM Runtime Error: Where to Look and How to Fix It
- Epicor Kinetic SSRS Reports vs Bold Reports: What Changed and How to Migrate
- Epicor Kinetic UD Tables and UD Fields: Setup, Studio Binding, BAQ and Security
- How to Create a BAQ in Epicor: Build, Run, Search, Export to Excel and Publish
- Epicor BAQ Cookbook: Group By, Union, Distinct, Null Tests, Pivot and Subqueries
- Epicor BAQ Report: Parameters, Running Manually, Scheduling and Triggering From Code
- Epicor BAQ Recursive BOM Join on PartMtl, Previous Operation Complete and Stale Headers
- Epicor BPM TxScope: Standard vs In-Transaction Directives and When Functions Need a Transaction
- Epicor BPM: Update a UD Field, a PO Cost or a Table, and Update vs UpdateExt
- Epicor BPM InfoMessage, Message Box, Throw Exception and Hold
- Epicor BPM Send Email: Widget, Function and SMTP Setup
- How to Debug Epicor Functions (Logging, Testing, Maintenance)
- Epicor Function Examples: Update a Table, Call It, Schedule It
- Convert Epicor Classic Dashboards to Kinetic
- Epicor Kinetic Export to Excel Not Working
- Epicor Kinetic Print Preview Not Working
- Epicor: No Employee Attached to User, Supplier Not Approved, Serial Mask Tokens
- How to Modify an SSRS Report in Epicor Kinetic
- Epicor Kinetic API Documentation: Where It Lives and How the URLs Work
- Epicor Upgrade Services: Moving From 10.2 to Kinetic Without Surprises
- Epicor Kinetic Costing Workbench: Part Cost, Rollup and Material Burden
- How to Issue Material in Epicor Kinetic
- Parts Not Showing Demand in Epicor Kinetic: Forecast, Planning BOM and Time Fence Checks
- Epicor Kinetic Custom Code: LINQ Delete and Variables in Application Studio Flows
- Epicor Kinetic Dashboard Examples (Shop Floor, Sales, Purchasing) and How to Add Filters
- Epicor Kinetic Update Schedule: Release Cadence, Versions and Upgrade Planning
- Epicor BAQ: Add a Percentage Column and Change the Date Format in Kinetic
- Epicor BPM Data Directives and the Workflow Designer: When to Use Each, With an Example
- Epicor Dashboard Refresh All, Timers, Publish and Subscribe, Parameters and Runtime vs Assembly
- Shortage, Scrap, WIP, BOM, GL and Sales Reports in Epicor Kinetic
- How to Receive a PO in Epicor and Run the 3-Way Match
- How to Copy a Part in Epicor, Add Revisions and Customer Cross-References
- How to Complete an Operation in Epicor Kinetic (Plus Time Entry and Corrective Action)
- How to Void an Invoice in Epicor 10 and Kinetic
- Why Is Epicor So Slow? A Kinetic Performance Checklist
Add-on products that run with it (2)
Integrations (24)
- How to add AI agents to Epicor Kinetic
- How to use ChatGPT with Epicor Kinetic
- How to use Claude with Epicor Kinetic
- How to build an MCP server for Epicor Kinetic
- How to add an AI chatbot to Epicor Kinetic
- How to connect Power BI to Epicor Kinetic
- How to add WhatsApp to Epicor Kinetic
- How to add Microsoft Teams to Epicor Kinetic
- How to add Slack to Epicor Kinetic
- How to automate email into Epicor Kinetic
- How to add document OCR to Epicor Kinetic
- How to add a mobile app to Epicor Kinetic
- How to add AI agents to Epicor Vantage and Epicor 9
- How to use ChatGPT with Epicor Vantage and Epicor 9
- How to connect Claude to Epicor Vantage and Epicor 9
- How to build an MCP server for Epicor Vantage and Epicor 9
- How to add an AI chatbot to Epicor Vantage and Epicor 9
- How to connect Power BI to Epicor Vantage and Epicor 9
- How to add WhatsApp to Epicor Vantage and Epicor 9
- How to add Microsoft Teams to Epicor Vantage and Epicor 9
- How to add Slack to Epicor Vantage and Epicor 9
- How to automate email into Epicor Vantage and Epicor 9
- How to add document OCR to Epicor Vantage and Epicor 9
- How to add a mobile app to Epicor Vantage and Epicor 9
AI use cases (16)
- AI for Epicor Kinetic, Beyond What Prism Covers
- AI for Epicor Vantage, Vista, and E9, and a Real Kinetic Upgrade Path
- AI for EMS and PCBA Manufacturers Running SyteLine, Epicor, or NetSuite
- Private AI for Epicor Kinetic Cloud, Outside the Multi-Tenant Boundary
- AI for Epicor CMS, the Automotive ERP Running on IBM i
- AI for Epicor Tropos, Built for How Configure-to-Order Manufacturing Actually Works
- AI for Epicor Mattec MES: Press Data, Scrap and Mold History in Plain English
- Epicor Kinetic AI for Metal Fabrication: Jobs, Heat Numbers and Outside Processing in Plain English
- Epicor Kinetic AI for Injection Molders: Resin, Tooling, Scrap and Cycle Time Questions Answered
- Epicor Kinetic AI for Industrial Machinery Builders: BOMs, ECOs, Project Jobs and Spares
- Epicor Kinetic AI for Medical Device Manufacturers: Traceability, CAPA and DHR Questions, Read-Only
- Epicor Kinetic AI for Automotive Suppliers: EDI Releases, ASN, PPAP and Scorecard Questions
- AI for Epicor Kinetic Job Shops: Quote History, Job Variance and Schedule Risk
- AI for Epicor Kinetic Estimating and Quoting: Faster Quotes Grounded in Your Own Job History
- AI for Epicor Kinetic Scheduling: Explain Late Jobs, Find Conflicts, Tune the Plan
- AI for Epicor Kinetic Quality: Non-Conformances, CAPA, Inspection and Traceability