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Which Epicor product are you leaving?
Epicor Kinetic / ERP 10
Job-based manufacturing with parts, methods of manufacturing, operations, resource groups and multi-site inventory. The closest Business Central fit is the Premium licence with production BOMs, routings and production orders.
- ✓Job shops and make-to-order plants map well
- ✓Heavy scheduling or configurator use needs a closer look
- ✓Business Activity Queries feed the extraction
Prophet 21
Wholesale distribution with detailed pricing, supplier rebates, multiple branches and counter sales. Business Central covers warehousing and purchasing well. The fit check spends its time on complex price and rebate logic.
- ✓Contract pricing reviewed rule by rule
- ✓Branch structure mapped to locations or companies
- ✓Supplier rebate tracking often needs an app or extension
Eclipse
Built for electrical, plumbing and HVAC supply houses, with trade-specific quoting and pricing. Some companies in these trades do better staying on a trade-specific system. We tell you if yours is one of them.
- ✓Trade quoting and job pricing compared honestly
- ✓Branch transfers and counter sales mapped to locations
- ✓Vendor price file imports rebuilt
Epicor vocabulary and where it lands in Business Central
In Kinetic, a part is the item master, grouped by part class and product group. A method of manufacturing ties materials and operations to it. Business Central splits that into an item, a production BOM for the materials and a routing for the operations. Work centers and machine centers stand in for Epicor resource groups and resources. Epicor sites become locations, or separate companies when each site keeps its own books.
Kinetic's general ledger holds its chart of accounts in a GL book. It has a natural account segment plus further segments such as division or department. The natural account stays as the G/L account number. The other segments turn into dimensions. A second book usually points to a reporting need, such as another currency or a statutory view. An added reporting currency or a separate consolidation company covers that.
Prophet 21 and Eclipse speak distribution: branches, ship-tos, suppliers, product groups and price matrices. Customers and ship-to addresses map directly. We translate price matrices into Business Central sales price lists. A list can target one customer, a price group, a campaign or all customers. It can hold quantity breaks and date ranges. If you run BisTrack, iScala or an older Epicor product, the same method applies with its own mapping.
Epicor records mapped to Business Central
What moves across, and in what form
- ✓Opening trial balance by natural account and dimension, posted as one journal at the cutover date
- ✓Open AR invoices, open AP invoices and unapplied cash as individual documents, so aging matches Epicor
- ✓On-hand inventory by location, bin, lot and serial number at the unit cost you agree to carry
- ✓Open sales orders, purchase orders and transfers with remaining quantities, not their shipped history
- ✓Short open jobs finished in Epicor first, longer ones recreated as production orders with work in process carried by journal
- ✓Posted history summarized by month for comparisons, with full detail exported to an archive you can query
Built again from scratch rather than carried across
BPM directives
Epicor BPM directives are code that fires on events. Each becomes standard setup, a workflow, a Power Automate flow or an AL extension. Some turn out to be no longer needed.
BAQ reports and dashboards
List views, analysis mode, financial reports and Power BI replace BAQs and the dashboards built on them.
Configurator rules
Product configurator logic does not transfer. Business Central needs an AppSource configurator or a custom extension. So in an Epicor to Business Central migration, we scope this up front rather than discover it late.
Printed documents
We redesign custom invoices, packing slips and job travelers as Business Central report layouts in Word or Excel. Your team can adjust them later.
A cutover that respects the shop floor
- 1
Pick a point between jobs
Choose a period end with the fewest jobs mid-operation. Finishing short jobs in Epicor beats migrating partial labor and material.
- 2
Count the stock
Run a physical or cycle count close to cutover. Then the quantities you load into Business Central are ones the warehouse trusts.
- 3
Extract and reshape
Pull data through BAQs, Epicor's export tools or direct SQL access where your hosting allows it. Next, map it into configuration packages.
- 4
Rehearse with a real week
Before the live cutover, push a full week of orders, receipts, output and shipments through a sandbox.
- 5
Go live and prove it
Load balances, open documents and stock, and tie each to the Epicor closing reports. Then release production orders to the floor.
Epicor migration questions answered
Can Business Central handle Epicor-level manufacturing?
For many small and mid-sized job shops and make-to-order plants, yes. Business Central Premium includes production BOMs, routings, capacity planning, production orders and output reporting. Companies that depend on advanced scheduling, complex configurators or large engineer-to-order projects should compare carefully. Some of them belong on Dynamics 365 Supply Chain Management or should stay where they are. The fit-gap tells you which side of that line you are on.
Is there a Microsoft tool that migrates Epicor data automatically?
No. Microsoft's cloud migration tools cover its own older ERPs, such as Dynamics GP and Dynamics NAV, not Epicor. We extract and clean Epicor data, then reshape it into configuration packages or load it through the Business Central APIs. That is why we script every step, so trial runs repeat cleanly with fresh data.
We run Prophet 21. Is Business Central the right move?
It can be, if your pricing and rebate rules fit Business Central price lists or a proven app. Distributors with simple branch warehousing and buying often gain from the tie to Microsoft 365 and Power BI. Some distributors live on complex contract pricing and rebate programs. They should test those rules first. We run that test with real orders in a sandbox during the fit-gap.
More Epicor to Business Central migration questions
What happens to our open jobs at cutover?
Finish what you can in Epicor and recreate the rest. Jobs close to completion are best completed and closed in Epicor before cutover. We recreate longer-running jobs in Business Central as released production orders with their remaining operations. The work in process value comes in by journal, so the balance sheet ties.
Do we keep Epicor running for history?
Usually only for a short read-only period, if at all. Summarized history covers comparative reports. A database export or archive holds the detail for audits. Your Epicor licence and hosting terms decide how long read-only access is practical. So check them before you set the cutover date.
Talk to us about your project.
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