Epicor Learning

You will not find the new items under documentation > user guides, these are the old versions. We have moved them to Zendesk and broken them up by module so they can be updated more efficiently. Out goal is to pull these all into a complete guide once we have all of them updated.

Again, I’m not sure who gave you the impression we were not doing this any longer, but I can assure you that is not the case.

The new guides are stored in Zendesk. You can access the Help page for that specific product via the link from the product specific documentation page.

Once you are in the ZenDesk Help from there you will find links to the guides within the Understanding the Product Page.

Unfortunately due to these being a closed system I am not able to share the direct links. I have attached several screenshots showing the various pathways to access these guides.

Finding Technical Reference Guides & User Guides for Kinetic.pdf (1.1 MB)

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I think this very conversation demonstrates the weakness of zendesk. You can’t even send somebody a simple link.
Your screenshot:

What I see when I type the very same words in my help search:

If I just skip that step and go to the help directly, and try to follow the instructions from there, your screenshot:

And what I see:
image

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Finally by clicking on the online help link in Epicweb I was able to locate the kinetic guides which apparently are only available in the 2022.2 version of the help, not the 2021.2 version of the help. I was able to locate the Application Studio User guide which looks fantastic - I have been asking for this for a year and am thrilled to see it. I only wish I had known about this months ago when I started trying to use application studio.

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I will have to dig into this and understand more context for why that is, but thank you for the feedback. Glad you were able to find some of what you were looking for. More to come!

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This is really helpful, taking this back to the team to dig into it!

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I have access to a (client’s… ssshhh!) SaaS environment, and when I search for Kinetic Guides Download I see what you see and am downloading everything there.

Several Technical Reference manuals, however, are still not there (MRP, Job Costing, Multi-Site to name 3) … any idea on a time frame for them?

The module User Guides look very similar to the Classic Education Course Documents! There are currently 11 of those, Classic had over 100, again do you have any idea on the time frame for the rest?

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@Ernie Content for the Kinetic 2022.2 user guides should be available by end of February. We are working to confirm timelines for the others and will provide an update once I know more.

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Hi All, I’m Tricia Symes, the Epicor Learning content development manager for Epicor manufacturing. We are currently in the process of uplifting technical reference guides and user guides from Classic to Kinetic. The Kinetic Guides Download page is available in the General > Guides Download section of the 2022.2 Kinetic help. It contains the technical reference and user guides that have currently been uplifted to Kinetic. We are chunking down the Kinetic User Guide by functional area /module, as the original classic guide was almost 2000 pages. We plan to have that content complete by the end of February, but we are adding the guide for each module as we complete it so that you can access it immediately.

We have also been adding Getting Started pages in many core functional areas that contain process flows and setup, operational, and report links to better guide you through our help material. As with the guides, we are targeting the end of February to complete the core modules.

For tools content, we have been developing guide content alongside with Kinetic product tools development. For example, we have a new user guide on the Kinetic BAQ Designer and a guide on Kinetic Configurator. As tools functionality continues to be uplifted to Kinetic, we will continue to expand our available Kinetic tools help and guide content.

I have attached procedures for downloading Kinetic guides from the Kinetic Help and it contains a section on how to access the Kinetic help from EpicWeb.

Kinetic_DownloadingGuidesfromHelp_2022.2.pdf (715.3 KB)

We will continue to create and provide technical reference and user guides as we understand that they are a critical need and want for our customers.

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I’m so happy to hear this! I wish the documentation could have been available when Kinetic was first released and/or that the documentation plan could have been communicated out more effectively - it would have avoided a lot of frustration.

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I also think its awesome that you are breaking it into chunks. Because I never enjoyed downloading a 200mb file for the 2 chapters I really cared about. Nice! Good News.

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I also wanted encourage you all to submit your ideas for the ELC in the Epicor Ideas portal. This will allow everyone the opportunity to voting for features they would like to see, help us integrate your direct feedback/ideas into our future roadmaps, and visibility into the ideas progress!

All you need to do is login using the link below for the Kinetic portal and select the ELC workspace.

https://epicor-manufacturing.ideas.aha.io/ideas/new

I will be taking a lot of the feedback that has already been posted in here and adding them to our workspace.

Thanks again for all of your time and feedback! Please keep it coming, we are listening!

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27 posts were merged into an existing topic: Kinetic ideas 50 idea limit frustration

Let’s give it a go! Let me know if this link works for you…

https://kinetichelp222.epicor.com/hc/en-us/articles/11562692932749-Kinetic-Guides-Download

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Let’s not divert this topic over to the “vote” topic… but just to set the record straight:

  1. you should be able submit new ideas and comment on them without adding votes to them.
  2. DISCOVERY made during research… you say “most of us dont have any votes available”. turns out that while I THOUGH I would agree with you initially on this statement, there were only about 6 users (out of 3000?) who had used more than 45 votes. SO, while you may have consumed your 50, you are in the extreme minority.
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Looks like my reply was diverted to a new thread. Whats your take on the attached idea?

https://www.epiusers.help/t/re-epicor-learning/98069/2?u=karihagedorn

@askulte Still getting used to EpiUsers again lol forgive me! Reposting here!

What if ELC specific ideas such as training and documentation were exempt from the 50 vote rule?

Me too, Jason. I’ve got them all saved together in one giant, searchable PDF.

@SteveFossey - Thanks for your input, very much appreciated! Are you referring to content that explains why they system is setup to do what it does? For example, content that would explain to a non-technical person the why behind the system functionality?

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I guess? That seems a funny way to put it though. It’s really just exactly as I wrote it. These aren’t non-technical folks, but even technical folks need to be able to see whats going on.

In my example, why is it so hard to figure out what causes a PO change suggestion? Sure, there are a lot of variables, but surely there’s a finite decision tree somewhere that gets us there? And if so, why isn’t it available?

That’s more what I’m saying…

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