• YOU MUST PRE-REGISTER •
AGENDA (all times are US Central)
NEW BUSINESS
9:00 AM – 9:10 AM
Future Meetings and Upcoming Events
The Future of Purchase Order Tracking: Automation at Work
9:15 AM – 10:00 AM
Attendees will learn how automation can transform labor-intensive PO status tracking into a seamless, real-time process. The discussion will cover current challenges—like fragmented communication, manual follow-ups, and lack of visibility—plaguing supply chain teams. You’ll see how a purchase‐tracking system acts as a unified control tower; and, the real-world impact on on-time delivery, cost avoidance, and procurement bandwidth. By the end, you’ll come away with both the “why” and the “how” to transform your supply chain from reactive to proactive.
Converting to Kinetic UI
10:05 AM – 11:00 AM
'Kineticizing' the Users: Training users on Kinetic UI. What are the pros and cons of different approaches - all at once, one department at a time, module at a time. Tips, Tricks, Game - ON
Sales & Part Forecasting
11:05 AM – 12:00 PM
This Epicor Kinetic Forecasting Training equips planners, buyers, and IT admins with hands-on knowledge of how forecasting drives planning and MRP accuracy in versions 2021.1 and later. Through real-world examples, it covers everything from forecast consumption logic to advanced techniques like Planning BOMs and best practices for system configuration and data validation. The session emphasizes clean data, intentional use of forecasting tools, and leveraging Time Phase Inquiry to ensure reliable planning outcomes.
LUNCH
12:00 PM – 1:00 PM
Data Discovery & How To Create Desktop Layouts
1:00 PM – 1:55 PM
Epicor’s Data Discovery (EDD) empowers users to transform complex data into clear, actionable insights. With dynamic visualizations and real-time analytics, EDD allows teams to identify trends, monitor performance, and make informed decisions with confidence. Beyond analytics, mastering desktop layout creation in Epicor takes productivity a step further—enabling users to design role-specific workspaces that streamline navigation. By customizing dashboards, tiles, and panels, users can tailor their Epicor experience to match their daily workflow, driving efficiency and better decision-making across the organization. Together, data discovery and custom desktop layouts unlock the full potential of Epicor—turning raw data into strategy and user interfaces into powerful productivity tools.
STUMP THE CHUMP (OPEN Q&A)
2:00 PM – 3:00 PM
Get answers from the presenters, fellow members, and special guests. If you have something particular you want answered, send your questions to STC by Nov 5th.
You do not have to be a member of a regional user group to attend. Since there are a limited number of sessions the platform can support, registrants who are Epicor users will be approved prior to registrants who are consultants or vendors. The day before the meeting, consultant and vendor registrations will be approved in the order they registered until all slots are taken.