Free Epicor tools
77 templates, calculators, worksheets and reference tables. Each runs in your browser and exports to PDF, Excel, Word or CSV.
Templates and forms
Epicor BPM Directive Design Template
A fill-in design document for BPM method and data directives covering trigger, conditions, actions, testing and rollback.
Epicor Kinetic Customization Change Request Form Template
A fill-in change request form for Application Studio customizations, BPM directives and Epicor Functions, with test and rollback sections.
Epicor Kinetic Go-Live Cutover Plan Template
A fill-in cutover plan covering system freeze, opening balance loads, validation and go/no-go decisions for an Epicor go-live.
Epicor Kinetic User Access Request Form Template
A fill-in form for requesting, changing or removing Epicor user access, with security group, company and approval fields.
Epicor Shop Floor Labor Reporting SOP Template
A fill-in standard operating procedure for how operators clock on, report quantities, record scrap and close operations in Epicor.
Epicor Function Library Design Template
A design document for an Epicor function: signature, inputs, outputs, logic notes, security, test cases and sign off.
Epicor Customization Change Request Template
A change request form for Epicor customizations that captures the business need, impact, test plan and approvals before anyone opens the tool.
Eclipse ERP Cycle Count Procedure Template
A fill-in cycle count procedure for a distribution branch: scope, ABC frequencies, tolerances, recount and adjustment approval, ready to print or share.
Prophet 21 Special Order Request Form Template
A fill-in form that captures everything purchasing needs to place a non-stock special order for a customer, before anyone keys it into Prophet 21.
Prophet 21 Vendor Return Authorization Request Template
A vendor RMA request form for returning overstock, damaged or wrong items, with the credit you expect so accounts payable can reconcile it.
Eclipse ERP Receiving Discrepancy Report Template
A receiving discrepancy report for shortages, overages, wrong items and damage found at the dock, with the evidence purchasing needs to claim against the vendor.
Worksheets
Epicor DMT Import Template Worksheet (Part and BOM)
An editable worksheet for staging part and BOM rows before a Data Migration Tool load, with export to Excel or CSV.
Epicor Security Group Design Worksheet
An editable worksheet to plan security groups by role and score each for exposure, so over-broad access is visible before audit.
Epicor Kinetic BPM Directive Inventory Worksheet
An editable register of your Epicor directives with owner, purpose, risk score and review date, exportable to Excel.
Epicor Kinetic Scheduled Task Register Worksheet
An editable register of recurring Epicor tasks (MRP, reports, integrations) with schedule, duration, owner and failure contact.
Epicor Kinetic Custom Report Inventory Worksheet
An editable register of custom reports, BAQs and dashboards to support upgrade testing and clean-up of unused items.
Epicor Kinetic Data Migration Mapping Worksheet
A field-by-field mapping sheet from legacy data to Epicor, with transformation rules, status and a completion summary.
Epicor Job Cost Variance Worksheet
Compare estimated and actual material, labor and burden for closed jobs, and rank where the largest overruns occur.
Epicor UD Table Design Worksheet
An editable worksheet for planning user defined tables and fields before you build them in Epicor, with a column count and key check.
Epicor DMT Data Load Plan Worksheet
Sequence your Epicor Data Management Tool loads with record counts, rates and estimated run time, then export the plan to Excel.
Epicor BPM Directive Inventory Worksheet
Inventory your BPM directives, score complexity and retest effort, and see total upgrade retest hours. Export to Excel.
Epicor User Defined Field Register Worksheet
A register of UD fields with table, column, label, owner and populated row counts. Spot unused fields and export to Excel.
Epicor UAT Test Script Worksheet
An editable UAT script for Epicor with expected results, tester, status and defect counts. Track pass rate and export to Excel.
Prophet 21 Pricing Library Design Worksheet
Plan each price page: who it applies to, which product group, the cost basis and multiplier, and the resulting gross margin, before anyone keys it into the system.
Calculators and simulators
Epicor Kinetic Data Load Effort Calculator
Estimate total data migration hours for an Epicor project from record counts, error rate and number of test cycles.
Epicor Safety Stock and Reorder Point Calculator
Turn demand variability, lead time and a target service level into the safety stock and reorder point you key into Epicor Part Plant planning.
Epicor EOQ and Lot Sizing Calculator
Compute economic order quantity, orders per year and total annual cost, then round to the multiple you enter in Epicor.
Epicor Resource Group Burden Rate Calculator
Convert monthly overhead and productive hours into a burden rate per hour, add labor, and see the cost per piece for a routing operation.
Epicor Quote Price and Quantity Break Calculator
Build a unit price from material, labor, setup and subcontract cost, hit a target margin, and see how the price falls with quantity.
Epicor Shop Floor OEE Calculator
Calculate OEE from planned time, downtime, ideal cycle time, count and rejects, then test how much downtime cuts OEE.
Epicor DMT Load Duration Estimator
Estimate how long your DMT loads will run in a cutover, from record counts, a measured rate, error reloads and overhead per file.
Epicor Customization Migration Estimator
Count your customizations, BPMs, reports and BAQs and get an hours and cost estimate for retesting and rework in an upgrade or Kinetic move.
Epicor DMT Load Time Estimator
Estimate DMT run time from record count, measured rate, rejection percentage and rehearsals, and see how rate changes the total.
Epicor BAQ Runtime and Row Volume Estimator
Model how filters, joins and indexes change the rows a BAQ reads and the seconds it takes, before you publish it to users.
Epicor DMT Data Load Time Calculator
Plan DMT load windows by combining record counts, throughput, error rates and fix time into total hours.
Epicor BPM Directive Overhead Calculator
See how many milliseconds and server hours your BPM directives add per transaction and per day.
Epicor REST API Paging and Throughput Calculator
Estimate how long an Epicor REST extract takes for a given page size, latency and concurrency, and find the sweet spot.
Epicor Concurrent License Sizing Calculator
Estimate how many concurrent licenses cover your user base at a chosen confidence and compare cost with named users.
Epicor Task Agent Schedule Load Calculator
Calculate Task Agent utilization from recurring schedules, runtimes and slots, and find how many slots you need.
Epicor Upgrade Regression Test Effort Calculator
Size the regression testing for an Epicor upgrade from test cases, failure rate, fix time and tester count.
Epicor Database Growth Forecast Calculator
Project storage needs over several years from transaction volume, row size, index overhead, growth and backup copies.
Prophet 21 Inventory Replenishment Calculator
Work out order point, safety stock, EOQ and a max level for a distribution item, then compare against what your P21 replenishment parameters say.
P21 Dead Stock Hold vs Liquidate Calculator
Decide whether to keep dead or obsolete stock or sell it down now. Compares the all-in loss of each path and finds the break-even month.
P21 Price Matrix Multiplier and Margin Calculator
See the true margin of a cost-plus multiplier after customer discount, vendor rebate and inbound freight, and solve for the multiplier a target margin needs.
Reference tables
Epicor Kinetic Job Status Reference
A searchable lookup of the job lifecycle flags and related fields in Epicor Kinetic job entry, so you can build BAQs and dashboards with the right filter.
Epicor Kinetic Database Tables Reference
Look up the main Erp.* tables in Epicor Kinetic with what each holds and the columns that identify a row. Useful when writing BAQs and SQL.
Epicor Part Transaction Types Reference
Decode the TranType codes in Epicor's PartTran table so inventory audits and cost reconciliations stop being guesswork.
Epicor Business Object Services Reference
Find the service name and REST path for common Epicor business objects such as JobEntry, SalesOrder and PO.
Epicor BAQ Calculated Field Examples Reference
A searchable cheat sheet of BAQ calculated field expressions you can copy into the Query Builder, grouped by dates, quantities, pricing and text.
Epicor Table Reference: Erp.Part, Erp.JobHead, Erp.OrderHed
Searchable list of frequently used columns in three core Epicor tables, with type and usage notes for BAQs, reports and REST queries.
Epicor BPM Directive Types Reference
Lookup table of Epicor BPM directive types, when each runs, whether it can stop a save, and typical use.
Epicor Business Object Service Reference
Lookup table of common Erp.BO services with their main table, primary key and standard method names.
Epicor Job Lifecycle Flags Reference
Lookup table of the job status flags on Erp.JobHead and related tables, what they mean and how to use them in BAQs.
Code and query generators
Epicor BAQ Query Template Generator
Fill in company, days back and status filters to get a starter SQL for an open jobs BAQ, plus a design checklist for the Query Builder.
Epicor REST API v2 URL Builder
Fill in server, instance, company and service to get a ready OData URL, a curl command and the required headers for the Epicor REST API v2.
Epicor Job Material Shortage SQL Generator
Build a query that lists unissued job material for released, open jobs so planners can chase shortages.
Epicor Open Sales Order Releases SQL Generator
Pull open order releases with required dates and quantities to build a backlog or past-due report.
Epicor REST API PowerShell Script Generator
Fill in your server, company and service name to generate a PowerShell script that calls Epicor REST v2 and saves the result to CSV.
Epicor Open Jobs BAQ SQL Generator
Generates a read-only T-SQL query listing open, released jobs from Erp.JobHead with optional due-date and part filters.
Epicor BAQ OData REST URL Builder
Builds Epicor REST v2 OData URLs and curl commands for BAQs and business object services, with API key header and filters.
Epicor BPM Custom Code Block Generator
Generates a C# custom code block for an Epicor method directive that validates a field on a temp table and raises an error or message.
Prophet 21 Inventory by Location SQL Generator
Builds a read-only SELECT for on-hand and allocated quantity by item and location in a Prophet 21 database.
Prophet 21 Open Order and Backorder SQL Generator
Builds a read-only SQL pattern that lists open sales order lines, ordered versus shipped quantity and age.
Epicor Labor Detail Hours by Employee SQL Generator
Builds a SQL query against Erp.LaborDtl that sums labor hours per employee for a date range and flags those above an overtime threshold.
Checklists
Epicor MRP Run Checklist
A practical checklist for planners running Epicor MRP, with critical checks on part data, lead times, firm jobs and the review of suggestions.
Epicor Kinetic Upgrade Checklist
A phase-by-phase upgrade checklist covering inventory, testing, integrations, cutover and rollback for Epicor Kinetic.
Epicor BAQ Performance Tuning Checklist
Work through a practical list of checks when a BAQ, dashboard or BPM lookup runs slowly in Epicor Kinetic.
Epicor Kinetic Go-Live Readiness Checklist
A cutover checklist for a new Epicor Kinetic implementation or major re-implementation, grouped by data, security, integrations, people and support.
Epicor SSRS Report Template Checklist
A pre-release checklist for custom Epicor SSRS reports covering report style, data definition, layout, parameters, security and testing.
Epicor Application Studio Layer Checklist
A checklist for Kinetic Application Studio layers covering naming, scope, events, rules, security, testing and upgrade impact.
Epicor Customization Code Review Checklist
A checklist for reviewing Epicor custom code, BPM directives and customizations before promotion to live.
Epicor DMT Data Load Checklist
Checklist for planning and running Epicor DMT loads: prerequisites, load order, BPM impact, validation and rollback.
Prophet 21 Upgrade Checklist
A phase-by-phase checklist for upgrading Prophet 21: scope, test copy, customizations, integrations, cutover and the first week after go-live.
Prophet 21 Data Cleanup Checklist
A checklist for cleaning item, customer, vendor, pricing and inventory data in Prophet 21 before an upgrade, migration or reporting project.
Prophet 21 Order to Cash Go-Live Test Checklist
A test script outline for the order-to-cash cycle in Prophet 21 before cutover, from quote to cash application.
Assessments
Epicor Administration Maturity Assessment
Answer ten questions on security, customization control, upgrades, monitoring and recovery to get a maturity score and next steps.
Epicor Kinetic Upgrade Readiness Assessment
Ten questions scoring how ready your customizations, BPMs, reports and integrations are for an Epicor upgrade.