Epicor Kinetic workflow map

• Production & Shop Floor (44 workflows): Releasing jobs, printing travelers, reporting labor and material, and reconciling floor records with the ERP every shift.

• Finance & Accounting (70 workflows): Payables, receivables, cash, cost accounting and the month-end close, from invoice matching to ledger tie-outs.

• Receiving, Inventory & Warehouse (41 workflows): Receiving against POs, inspection handoffs, bin moves, cycle counts and keeping on-hand numbers right.

• Shipping & Logistics (35 workflows): Picking, packing, booking carriers, printing bills of lading and ship notices, and writing tracking back to orders.

• Procurement & Supplier (41 workflows): Requisitions, purchase orders, supplier confirmations, promise dates, expediting and supplier records.

• Engineering & Product (33 workflows): Part masters, BOMs, routings, revisions and engineering changes kept in step with CAD and PLM.

• Sales & CRM (29 workflows): Customer RFQs, quotes, order entry, acknowledgments, credit checks and customer portal releases.

• Service & Aftermarket (20 workflows): Service calls, returns, warranty claims, field technicians and spare parts orders after the sale.

• Quality (41 workflows): Incoming and in-process inspection, nonconformances, corrective actions, certificates and gauge data.

• HR, Payroll & EHS (38 workflows): Hiring paperwork, time clocks, payroll inputs, training records and safety reporting for plant staff.

• Maintenance & Assets (30 workflows): Preventive and corrective work orders, meter readings, spare parts and equipment records.

• Master Data, IT & Compliance (35 workflows): Customer, supplier and item master upkeep, user access reviews, integration errors and audit support.

• Demand, S&OP & Planning (30 workflows): Forecasts, MRP runs, planned orders, capacity checks and the monthly S&OP cycle.

• Executive & Strategy (14 workflows): Weekly operating reviews, KPI packs, budgets and board reporting built from ERP and spreadsheet data.

No matches.