Systems

Epicor Kinetic

Explore 500+ workflows. Pick one, or build a custom one from scratch.

Where Kinetic stops and the screen work starts

Kinetic keeps quotes, jobs, purchasing, receiving, inventory, labor and the ledger in one database, which is why the controller, buyer and receiving clerk all live in it. The work around it is another story: supplier PDFs, customer portals, carrier sites, Excel tie-outs and the paper traveler. REST API v2 needs an API key, an access scope and a developer, and the Smart Client bots stopped finding their buttons when 2026.1 went browser-only.

What agents do in Kinetic

Job release

Checks material, tooling and revision, then releases clean jobs and holds the rest for production control.

AP Invoice Entry

Reads the supplier PDF from Outlook, matches it to the PO and receipt, and holds anything outside tolerance for the buyer.

Receipt Entry

Keys packing slip lines and stops on a unit-of-measure mismatch before anything moves to a bin.

Buyer Workbench

Compares each supplier's promised date with the confirmation sitting in the inbox.

Count Tag Entry

Posts scanner counts only when the variance sits inside your approved band.

Job Tracker

Reads open operations and outside processing for the weekly expedite list.

The apps around it

One workflow moves between Kinetic and all of these with no connector for any. Tolerances run on exact rules, not a model. More on the Product page.

  • Outlook
  • Excel
  • SharePoint
  • SourceDay
  • Supplier and customer portals
  • Carrier and TMS sites
  • MES terminals
  • Barcode scanners
  • Power BI
  • Tableau
  • Teams
501
workflows on the map
14
functional areas
1,263k
estimated hours a year

Questions

Does the agent need an Epicor API key?

Not for screen steps. The key only matters if you want the agent to call a BAQ or Epicor Function, and then its scope limits what it can reach.

Will the browser-only release break the agent?

No. It finds fields by what the page shows and checks every action. A redesigned page means re-showing a step, not rebuilding the workflow.

What changes if we move to the Epicor Cloud?

Very little. Same browser pages, nothing installed in Kinetic. Point the browser at the cloud address, sign in and validate each workflow once.

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