We seem to be keeping finances and purchasing in Kinetic at least for now as our previous solution for that team was a version of Peachtree that is hanging by a thread.
To make this work, we will need some Export/Import to connect the two systems (ugh). We are still working out the details of what needs to exist on both sides, but looks like Parts, Inventory Transactions, and probably some for of Order/Job.
I can write a mean BAQ, but aside from manually exporting and then manually importing (by DMT) I wouldn’t know where to start with automating the process. I did find a post that link to a GITHub project, but that was 10 years ago.
What might something like this look like?
Our purchasing team will need to manage adding new materials into Kinetic and I will need to sync those part numbers so users will be able to sign out materials in our other system. Then those material sign outs will need to be then imported back into Kinetic. Also to keep financials running we will need to somehow sync customers and Orders (I think) so similarly we will need some form of method to sync those.
Thoughts?
Thanks in advance,
Sleepless in ERP land
That will be a fun… 
You can export BAQ data on a schedule with a function/BAQ export. But, I think you’ll need some middleware between the two systems. Does the other system have an API?
Other system does not have an API, ugly old local system… BUT I have full SQL access to the database so I can read/write into the database if I use their SQL functions.
More importantly on the Kinetic side will be an automated import. Thoughts? Can I use a script with the DMT tool?
You can use a powershell script with DMT:
$DMTPath = "C:\Epicor\ERPDT\<company>\Client\DMT.exe"
$User = "yourUsername"
$Pass = 'YourPassword'
$source = '"C:\Users\user\Documents\Path\To\Excel\File\DMTFile.csv"'
Start-Process -Wait -FilePath $DMTPath -ArgumentList "-User $User -Pass $Pass -Add=true -Import `"Cost Adjustment`" -Source $source"
If you’re only doing this for a little while you may wish to look at iPaaS technology, be that Epicor’s own workato licensed product or you can find another smaller player that won’t charge as much. Ariox: Next-Gen iPaaS for Seamless Business Integration - Ariox
Workato is great if you go down that route.
I think I could KLUDGE together a scripted solution based on the feedback here. I will have to try some manual stuff in the short term until I figure out the right pattern. I am also going to pursue some automation or robotic process stuff. Thanks gang.
Just make sure datatypes and field lengths match.
Ouch. Sounds like a big project.
Unless one side is read-only, there will likely be a need for two-way sync. Perhaps consider CDC for notifying your other system when changes are made in Epicor.
If not proprietary, perhaps more info on your other system would help folks provide advice.
With SQL Server full access, I’d consider building an OData WebAPI middle tier top of the legacy db.
We have a similar solution in place for one of my customers.
We are using BAQ’s, DMT, powershell, and running the powershell on a windows task schedule.