Signed the docs yesterday for Epicor - new user

Kinetic ERP
6

@anon99908839 Just to get you started in the right direction, There are several places to look for information around customization.

  • Application Help

    • Tools User Guide
    • Customization Users Guide.
    • System Customization and Personalization - Customization Overview has a nice flowchart.

  • Application Studio Help (This is the new Kinetic UI customization tool) Accessible by clicking on the question mark in the bottom left when in Application studio itself.

  • Epicor Learning Center (ELC). There is a whole section on Application Studio and Tools and Administration.

  • EpicWeb Documentation where there are PDF Copies for all versions for all parts of the system, from hierarchy references for inventory, system modules, BPM cookbook, along with the pdf copies of the app user guide and the aforementioned Tools and Customization guides. There are some good examples in them to get you started.

  • Epicor Users Group is also another good reference as well as the associated webinars that they conduct on a fairly regular basis, some of them include the famous Stump the Chump segments that stars some of the regular posters here on EpiUsers.

  • Other Resources and Information

    • If you were not aware already Epicor conduct their Insights conference every year, typically alternating between Las Vegas and Nashville over years. This is a fantastic place to come together and learn more about Epicor and how others use it in their business. So stay tuned.
    • They also conduct bi annual virtual summits which give you the opportunity to get even more information and speak to people at Epicor that you more than likely may not get direct access to going through the standard support channels.

Whew! I hope that wasn’t too much of an information overload. Sorry.
The starting point is get yourself an Epicweb/Epicare UserId and you will be able to peruse the resources available.

I hope the information helps.

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