Completion Dates for Jobs and Orders (More Info)

Super power your ERP system with precise, continually-updated job completion dates. With our Job Scheduling Engine, your team can manage Manufacturing jobs through exception-based reporting. No more need to review every job. Jobs that fall behind and need action are immediately identified. Our scheduling engine operates independently of Epicor and uses an isolated UD table structure to prevent any record locking while it processes data inputs customized to your business needs. Our unique, one-of-a-kind algorithm constantly delivers reliable completion dates for every order, job, operation, and material.

Resource Queues for Shop Floor Display

Setup your ERP System with Resource Queues that are available on Shop Floor screens, or computers.  Display what jobs are currently at the resource, and what is the hottest priority based on Priority fields, and due dates.  Hot priorities can be color coded for quick recognition.  These resource queues will eliminate the need for Priority Dispatch Lists that are stale the moment they are printed.

Enhanced Job Status Maintenance

Our enhanced Job Status Maintenance screen extends Epicor’s base functionality by allowing direct updates to Production Quantity and Start Date, along with a full dynamic backwards reschedule based on the new start date. When adjustments are made, the system automatically recalculates timelines and dependencies to keep job schedules accurate, aligned, and immediately reflective of real production needs.

Mass Job Packet Print Dashboard

Our Mass Job Packet Print Dashboard expands Epicor’s standard Job Traveler printing by allowing you to generate complete job packets in a single, streamlined process. The dashboard supports printing Job Travelers, Pick Lists, and optional documents such as Work Instructions in a configurable sequence tailored to your shop’s workflow. It is designed for printers that automatically staple multi-part packets, ensuring each set is compiled correctly in one pdf before moving on to the next.

Lot Issue Containment Dashboard

The Lot Issue Containment Dashboard provides complete traceability for any defective or suspect lot by tracking every bin, location, job, and downstream component the material has touched. This tool enables rapid isolation of potentially affected parts, giving your quality team immediate visibility into where defective material may have propagated. Designed with aerospace-level traceability standards in mind, the dashboard supports fast containment actions, and strengthens compliance with stringent industry requirements.

Operational Shop Floor Metrics

Setup your ERP system with Earned Standard Hours, Productivity, and Variable Cost Reports.  Metrics designed to suit your companies needs.  Daily, Weekly, Monthly, and Range Selectable comparisons for Departments, Areas, Resources, and Employees.  Data displayed through graphs, charts, or reports.

Automation Studio

Automation Studio powered by Workato streamlines the development of Epicor customizations from design to deployment. As an Integration Platform as a Service (iPaaS), Automation Studio operates seamlessly in the cloud and empowers users to more easily connect and manage customizations using a low-code environment.
Automation Studio's main applications include Business Automation, Activity Workflows, and System Integrations with third-party applications.

Executive Dashboards

Keep track of all important company metrics on one screen including Sales, Bookings, Invoices, Delinquencies, On Time Percentages, Future Shipments, Book to Bill Ratio, etc.  Metrics are determined by each company.  Know the health of your quarter with a one screen dashboard that is continuously updated.

Web Based Dashboards and Tools

Utilize Dashboards to summarize your data and show you the exceptions you need to focus on.  Additionally, create Automated systems that allow you to create Jobs, Purchase Orders, Shipments, etc. with minimal inputs to automate the creation and processing of the the item. 

Territory Assignments by Country, State, or Zip Code

Ability to define your sales territories exactly the way you want to with additional attributes such as territory manager, regional account manager, manufacturing rep etc. Territory attributes to be stored on the order and or invoice for historical reporting.

Sales Order Ship From Warehouse Automation

In multi-site or multi-warehouse configurations, automate the decision making on which warehouse to ship from.  Our algorithm takes into a multitude of factors such as inventory on hand, incoming inventory, and the shipping distance to your customer.

Advanced Commission Logic

Customized Complex Commission Logic derived from User Defined Fields placed on the Customer Entry Screen and Sales Order Details.  

Allocation and Material Queue Reporting Automation

Remove the manual task of allocating orders for shipment.  Our custom process allocates order based on your parameters and on your schedule.  Material Queue reports are automatically sent to your warehouse teams to execute.

SIOP (Sales Inventory Operations Planning) Tools

Automate the capture of data to manage your business and streamline your SIOP process.