Automation Studio Use Cases

Kinetic ERP
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Hello All,

We purchased Automation Studio almost 2 years ago, but we currently don’t use it for anything beyond emailing PO approval requests. I feel like there are so many possible uses for Automation Studio that we haven’t thought about. If anyone out there is successfully using Automation Studio, would you mind sharing how you are using it? I’m looking for ideas that I haven’t considered yet.

Thanks in advance!
-Dan

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I was at a user group meeting where a company was using it for user maintenance (on/off boarding).

I believe @hmwillett is the leading expert on it but they are at insights so I’m not sure if/when they’ll be able to respond.

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We use it for a handful of things, but our biggest use case is for integrating between Epicor and something else such as Shopify.
We also have some recipes running that alert us if the system monitor gets hung up.

We have another one that monitors Outlook for a CSV file from a certain address which will parse and create POs from.

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Hi Dan,

Just stumbled across this post as I was searching for some other info re: Automation Studio. I use Automation Studio to integrate between Kinetic and Amazon Seller Central, Shopify, and FreightPOP (A new shipping platform we’ve implemented).

I’ve got other processes that I’ve built using Kinetic Functions that I will probably move to Automation Studio for the ease of troubleshooting and monitoring.

This week, I’ve experimented with a recipe to read lines from an Excel workbook to create Order Lines, Update the Line Release, and add a miscellaneous charge to each line. For a job like this, I’ve learned that a recipe will be terminated after it runs for 90 minutes. I’m currently thinking about taking this recipe and turning it into an API that I can call from an external system to eliminate the need for another Automation Studio connector. I’ve found some creative ways to minimize connector charges.

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If it may help, we are looking to use it with OpenAI to scan labor reports and create it in Epicor. Some stations still have handwritten labor, so after scanning it, we would send it to a specific email, then use the OCR from OpenAI and create Labor from it. Still, our developper will need to program an interface for Labor correction after that.

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Hi Olivier,

That sounds awesome. I spent a little time experimenting with sending PDF’s to OpenAi as well, but I was using python and the Epicor REST API’s.

We did create 2 new recent recipes:

  1. Auto Job Closing: Using a BAQ, we were able to dial some very different rules and checks than the regular Auto Job Closing in Epicor. We have it loop through every row of the BAQ, close the jobs, and then create a log of all the jobs it closed.
  2. Insert / Update a CSV into a UD table: Our customer does not send us change PO’s. Instead they require us to download their list of open PO releases. So we download the file, upload it to OneDrive, Automation Studio sees the new file and updates / inserts every row. We then use a BAQ and dashboard to identify changes and out of sync data between the UD table and their open Sales Orders.
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One of the processes we use in Epicor is taking a non-conformance and rejecting it through DMR. This ensures the NCR doesn’t sit idle in Inspection or DMR Processing. If the NCR is linked to a job, the system scraps the part, un-releases and un-engineers the job, decreases the Production Quantity by the DMR amount, and completes the operation. It then re-releases the job with an audit trail explaining the quantity reduction. This prevents ghost suggestions in the Planning Workbench and makes job completion and closing much cleaner.

I am looking to incorporate this into job completion so emails can be sent via Automation Studio. I have also created email alerts for jobs aging in certain buckets to notify zone supervisors that the jobs need to be addressed.

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We use a 3rd party payroll company. We use automation studio to pull all of the employee records (after they are changed on their site) and update employee’s in Epicor.. We push all time clock punches to them seconds after the punch is entered (supervisors must approve on their site). Later I am planning on tweaking this to send tickets to our help desk system so when people go in our out of certain groups, correct people are notified and AD accounts can be updated/created as well as equipment setup. Also when terms come in they are notified to shut those accounts down. I also want to see if I can have the system deactivate the person Epicor account.

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I am not a fan. It’s the whole low code\no code thing that is still not super useful unless you’re a developer anyway… at which point you’d just write code.

I’d wager for less than the cost of a years subscription, you could implement a targeted solution for your use case. Then it’s free money after that.

Shameless plug as I write Integrations. www.conncepts.pro

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We heavily use Automation Studio between Epicor and Salesforce. We migrated to AS from Jitterbit when Epicor killed that partnership.

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