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Epicor Kinetic for Industrial Products

Polishing Processes Until They Shine with Efficiency

For industrial product manufacturers, overcoming the challenges of product complexity, global competition, and operational efficiency is key to success. Cambia Advisors exclusively specializes in Epicor ERP solutions, offering you focused, industry-specific strategies that transform these challenges into opportunities for growth. Our dedication ensures a minimized risk in ERP implementation and unlocks productivity, efficiency, and competitiveness. With Cambia Advisors, industrial product manufacturers gain a strategic partner committed to optimizing every facet of their operations, from supply chain management to customer service, ensuring sustainable growth and industry leadership.

Application Highlights

Advanced Requisition Management

Epicor Advanced Requisition Management (ARM) is a robust solution designed to enhance requisition and purchasing processes within Epicor Financials. It allows for staying within budget and managing spending limits through automated procedures and adaptable multi-dimensional approval workflows. The integration with Epicor Financials is seamless, providing real-time data access and transaction creation, contributing to an efficient staff experience. Epicor ARM offers a catalog feature where inventory items are optionally listed for easy access. It can process purchase requests related to specific jobs and projects within Epicor. Additionally, it handles non-inventory goods and services requests, connecting them directly to the general ledger (GL) accounts, and includes features like budget tracking and the capability to split GL entries. The system supports the use of Epicor's own suppliers, including preferred suppliers, and integrates with their online catalogs or web stores for seamless transactions. It is capable of handling requisitions across multiple locations and companies. As a part of its comprehensive features, Epicor ARM can automatically generate Purchase Orders, Transfer Requests, Receipts, and Accounts Payable Invoices within the Epicor system. For sourcing, Epicor ARM simplifies the process of creating a Request for Quote (RFQ), inviting suppliers to bid on purchase requests. It also provides functionality to access or 'punch-out' to a supplier's web store, allowing users to directly add items to the shopping cart, streamlining the procurement process.

Quality

The Epicor Quality Assurance module enhances a company's ability to oversee and manage quality operations comprehensively. It provides visibility from the overall process down to the individual item level, integrating all aspects of quality control such as the disposal of defective parts, rejection of unsuitable raw materials, and first article inspection tracking. The module ensures accurate valuation of products as they move through the quality assurance phase, facilitating the removal of items from work-in-progress status as needed. It also streamlines the returns process with suppliers, with automated links to Accounts Payable for efficient debit processing, thereby maintaining product traceability throughout the plant. Additionally, inspectors have organized workflows for reviewing items, including actions to address and rectify issues, and floor employees have the capability to mark parts that do not meet quality standards.

Supplier Portal

The Supplier Portal integrates suppliers into the Kinetic system efficiently, offering an integration solution for those able to connect directly, and a web portal for those who cannot. This ensures clear communication in a user-friendly, non-technical language. It allows for the viewing of documents and status updates on sourcing requests, as well as graphical insights into Electronic Data Interchange (EDI) data. The web-based analytics monitor supply chain activity, giving alerts on unexpected or non-compliant supplier actions. This level of transparency provides real-time visibility into orders, carriers, and warehouses, enabling quick response to any disruptions in the supply chain.

Advanced Scheduling

Epicor Advanced Planning and Scheduling (APS) is an add-on to the core Scheduling system that amplifies its capabilities. It introduces several advanced features, including scheduling that accounts for multiple constraints, a variety of scheduling techniques, and intuitive visual drag-and-drop interfaces. It also offers scheduling based on specific capabilities and interdependencies, real-time 'capable-to-promise' assessments, and sophisticated material planning tools. These enhancements aim to provide comprehensive and flexible planning solutions to meet complex scheduling demands.

Make to Order/Engineer to Order

Epicor's Quoting module offers a streamlined process for generating cost-based estimates through a user-friendly interface. Users can drag and drop components, operations, or materials from existing quotes, BOMs, or past jobs to create new estimates. The system allows for modifications of parts for accurate re-estimating and includes the calculation of various costs such as material, subcontracting, labor, and additional burdens. It accommodates special charges, like tooling or design fees, and incorporates pricing strategies like minimum lot charges and scrap factors. Users can set and store markups for different cost elements and generate RFQs to obtain supplier pricing, which can be reviewed and integrated into the estimate. Once orders are confirmed, minimal input is required to finalize the detailed routing for production or further modifications.

Advanced Unit of Measure

Epicor Advanced UOM simplifies the implementation of ERP systems for manufacturers and distributors that deal with items having multiple dimensional attributes. It streamlines the setup process by reducing the required configurations and segments inventory by attributes like hardness and density. This segmentation facilitates easier location and counting of inventory, improves planning at the attribute level, and ensures a match between supply and demand. The system also enables the conversion between different units of measure, both theoretical and actual sizes, to accurate weight measures. Additionally, it allows transactions in dual units of measure, improving visibility and cost accuracy while simplifying the transaction process by using piece count instead of weight or linear measurements.

Kanban

In response to the rising global competition and the evolving requirements of the online supply chain, customers increasingly seek more product flexibility, more frequent and smaller deliveries, and superior product quality at the lowest possible cost. To address these demands, the Epicor Job Management module within the Operations Core Package offers Lean Production functionality. This feature is tailored to help organizations meet these market challenges and enhance plant floor operations. It includes implementing Lean Manufacturing Kanban methods, which emphasize a 'pull' approach in the production process, ensuring products are created as needed to meet demand rather than in excess.

Configured Products (CPQ)

Epicor CPQ is a comprehensive solution for manufacturers to sell complex and customizable products, streamlining the process both online and offline. It offers visual product configuration for an enhanced digital self-service customer experience, dynamic pricing to greatly reduce sales cycles and prevent manual pricing errors, and quote automation that alleviates the need for using Excel, allowing sales teams to focus on selling. Beyond these core capabilities, Epicor CPQ extends its functionality to encompass aspects of engineering and production management, positioning itself as an all-in-one solution that incorporates advanced features like CAD automation and augmented reality. This broad scope makes it particularly suitable for manufacturers who specialize in custom products.

Before Implementation

During our initial discussions, we'll work closely to understand your business needs, and then right-size the Epicor Kinetic implementation to:

  • Achieve ROI Objectives

  • Reduce Risk

  • Eliminate Process Waste 

  • Manage Change

During Implementation

Our process driven approach and tools ensure a successful project.

  • Project Governance

  • Clear Communication

  • Realistic Timelines

  • Quality Deliverables

  • Budget Adherence 

  • Comprehensive Testing

After Implementation

We are committed to your long-term success by providing:

  • Application Support

  • Training

  • Process  Health Checks 

  • Data Standard Adherence

  • Identifying Optimization and Automation Opportunities

We warmly invite you to explore the Epicor community with Cambia Advisors. Here, your business will thrive through valued partnerships built on trust, expertise, and commitment. With future-ready technology and tailored solutions, Epicor Kinetic empowers your growth journey. Together, we’ll transform your operations, driving innovation and efficiency. Let’s embark on this path to success with the dedicated support you deserve, ensuring your business is always positioned for the future.

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