Training Path Builder

Epicor Kinetic training path builder

Pick a role, the Epicor Kinetic modules you need and the hours you can spend each week, and get a dated week by week plan. Every lesson names the real Kinetic screens to practice on, from Sales Order Entry, Job Entry and Process MRP to Business Activity Query, Application Studio, Method Directives Maintenance and REST v2 with API keys. Use it alongside the Epicor Learning Center: tick lessons off, save the plan to your account and export it for your team.

72 lessons across 17 modules. Free, runs in your browser, no login needed.

1Your role

Swap modules to match your job, for example Purchasing and receiving for buyers or Jobs, shop floor and MES for production staff.

2Modules

Modules

3Schedule

Lessons are spread over working days. A lesson that does not fit in a week moves to the next one.

Lessons
12
Study time
8.6 h
Weeks
3
Finish
-
0 of 12 lessons done0%
Free, optional. Reopen it on any device.
Download:

Practice in a Pilot, Education or other test environment, never in Live. Screen names follow the names Kinetic users work with; the browser menu sometimes drops the words Entry or Maintenance, and some screens depend on licensed modules, so if a name does not appear, search the menu for the record name or ask your administrator.

Your week by week plan

  1. Week 1

    3.8 h

  2. Week 2

    3.9 h

  3. Week 3

    0.9 h

Official Epicor Kinetic (formerly Epicor ERP 10) learning

Get this reviewed by an engineer

Rolling this out to a team? Send the plan and an engineer will reply with what to add, cut or reorder for your version and process.

How to use it

  1. 1

    Pick a role. Choose the role you are training for. It selects the lessons and the modules a person in that role usually needs.

  2. 2

    Choose modules. Add or remove modules. Navigation and basics are always included. Turn on advanced lessons for setup, customization and design topics.

  3. 3

    Set your schedule. Enter hours per week and a start date. Lessons are packed into weeks and given target dates on working days.

  4. 4

    Practice in Pilot or Education. Work through each lesson in your Pilot, Education or another test environment, never in Live, and tick it off.

  5. 5

    Export or save. Download the plan as PDF, Excel, Word or CSV, or save it to your account to keep your progress.

Modules covered

Navigation and basics
Kinetic Home Page, searches, grids, Help & Support Panel, master records and trackers.
Sales: quote to cash
Quotes, sales orders, credit, shipping, AR invoicing, cash, RMAs and EDI demand.
Purchasing and receiving
Requisitions, purchase orders, receipts, AP invoices, payments and PO suggestions.
Inventory and warehouse
Transfers, adjustments, cycle counts, lot and serial tracking, bins and part site setup.
Engineering and methods
Method Tracker, Engineering Workbench, ECO groups, revisions and cost rollup.
Jobs, shop floor and MES
Job Entry, Order Job Wizard, material issue, MES labor, job receipt, adjustment and closing.
Planning and scheduling (MRP)
Process MRP, Job Manager, time phase, forecasts, scheduling boards and planner workbenches.
Quality
Inspection Processing, nonconformances and DMR dispositions.
Costing
Cost methods, Costing Workbench, COS and WIP capture and reconciliation.
Financials
GL journals, fiscal calendar, apply dates, period close, banks, books and financial reports.
BAQs, dashboards and analytics
Business Activity Queries, Kinetic dashboards, SSRS report styles, Enterprise Search, EDA, Grow and Prism.
Security and administration
Users, security groups, menu and field security, System Agent, companies, sites and licensing.
Application Studio and UD fields
Layers, data views and rules, UD fields and tables, Solution Workbench.
BPM and Epicor Functions
Method and data directives, Epicor Functions and directive maintenance.
REST API, DMT and integration
REST v2 with API keys, BaqSvc OData, DMT loads and Automation Studio.
Configurator and CPQ
Configurator Entry and Designer, rules, and where Epicor CPQ fits.
Environments and upgrades
Release cadence, cloud packages, regression testing and the move to the browser.

Questions

Where do I find official Epicor training?

In Epicor Learning. The Epicor Learning Center (learncenter.epicor.com) has on-demand courses, role-based learning paths, skill-based agendas and videos for all core Epicor ERP products, and is where instructor-led training from Epicor Professional Services is booked. Epicor says customers with full access get the entire catalog, while essential courses are available at no cost to others. Full-access pricing is not published.

What is Epicor and what does Epicor Kinetic do?

Epicor Software Corporation makes ERP for manufacturing, distribution, automotive, building supply and retail. Kinetic is its ERP for manufacturers, aimed at discrete and make-to-order production, with sales, supply chain, production, planning and scheduling, quality, financials, CRM and project management. Epicor describes it as cloud-focused, with on-premises and hybrid deployment also available.

Is Epicor Kinetic the same as Epicor ERP 10?

Kinetic is the current name of the same product line. Epicor ERP 10 ran to release 10.2.700; later releases carry year-based numbers such as 2021.1, 2025.2 and 2026.100. Kinetic also names the browser user experience that is replacing the Classic client, so many screen names carry over while the screens look different.

How often does Kinetic change, and how does that affect training?

Epicor's 2026.100 release post says that from May 2026 Kinetic moves from a semi-annual model to a monthly CI/CD cadence with smaller updates. Plan a short delta review each month: read the release information in the Help & Support Panel or EpicCare and rerun the lessons for any screen that changed.

Is there an Epicor Kinetic certification?

Not as a public exam. Epicor describes a product certification program for its channel partners, who are required to maintain certifications across the portfolio. Customers and independent consultants learn through the Epicor Learning Center; if you need the credential, the route is through an Epicor channel partner.

What does an Epicor customization developer need to learn?

Business Activity Queries, Application Studio layers, data views and data rules, user-defined fields and UD tables, BPM method and data directives, Epicor Functions, REST v2 with API keys and access scopes, DMT, and Solution Workbench to move changes between environments. Classic customizations need a plan to move to the browser.

How do Epicor dashboards and Epicor Data Analytics differ?

A Kinetic dashboard is built on BAQs inside Kinetic, today in Application Studio. Epicor Data Analytics (EDA) is Epicor's analytics and reporting tool on ERP-native data models, and Epicor Grow is a separate cloud BI platform with ETL, a data warehouse and visualization. Start with BAQs and dashboards; add EDA or Grow when you need cross-system or historical analysis.

Can I practice in my Live environment?

No. Use Pilot, Education or another test environment; Epicor's cloud packages include Production, Pilot and Education environments. Many lessons post transactions, change security or deploy directives that you do not want in Live.

Sources