Our migration to Epicor was recent enough that users still remember switching over from ye olde ERP. This time at least they can get used to the new thing but still fall back to classic screens if they get really stuck.
I’ve been living in the browser client for about a year now, and I’ve walked each user through the gotchas that got me. The sneaky “full screen” button at the bottom of many cards that unhides important fields. The way that turning off grid filters does not unfilter the grid and saves that way so it can trick you days later. The translate button is a lie, but it does open a multiline editor. No, I don’t know where that thing is either but I bet that search box on the left does. Users are catching on quickly. That is to say… Especially after we changed all the menu maintenance item’s ‘form to use’ to Kinetic. Better to pull the rug now and see if anything breaks than wait until we get yeeted over the edge in May.
Landing page grids are useful now and have lots of potential, even though users find them remarkably slow. For folks familiar with data handling norms, grid operations contain eldritch mysteries. Replacing landing page grids is on my list of things to do when I have spare time someday.
I find report delivery latency specifically galling for personal reasons. It could make sense as canonically enshrined technical debt if notifications dated back to the dark ages when 1953-10-30 epochs roamed the earth. But instead notifications are a new feature that depends on a neverending 30 second loop in the year of our copying-the-first-search-result-from-stackoverflow 0018.
Smart Client did have a polling thing too but agreed it should have been modernized when they rebuilt it for Kinetic. I suppose there is some reason they couldn’t but they haven’t told us so
We are mid-way into our transition and it’s going pretty smoothly. Feedback: I don’t think anyone “likes” it and menu navigation takes a lot longer. However, most bugs are fixable and the ones that aren’t fixable haven’t been devastating.
Pushback: Not actually too bad. Just saying no when someone asks about classic stopped a lot of headache.
Hurdles: For us, its really just the needing to rework our complicated dashboards. We don’t have much legacy custom code/custom workflows but I’ve seen that be an issue for others.
“Strategy”: We pretty much cut all support for classic after reiterating 20 different times that it would die later this year. Since our people love hitting checkboxes, this slowly moved anyone over as anything we add is in Kinetic. Plus, once we convert a dashboard/menu to kinetic I typically disable the classic menu. It’s worked so far
We do some trainings on general Kinetic functions, but I don’t know how everyone does their job so its on them to figure out how their workflow converts best. As for documentation:
For somone who has been using all kinds of Epicor products for 30+ years, I have to say Kinetic is the best. It’s not perfect and does have it flaws, but it’s much faster than anything else. I’m been using the UI since May 2025, we have have cleaned up the screens and hide the stuff we don’t use and the flow is so much better. I don’t like how the dashboards work or DON’T work well. I would like to learn more about the dataviews in application stuido. If anyone has some more insight on that it would be helpful.
Big user pushback in sales and anything that needs a DataGrid to upload information (basically all of accounts) or use the system (Fulfilment Workbench)
Outside of that the users are generally OK, it’s and ERP system after all :).
General rule of thumb seems to be. If you want data out of Kinetic the GUI is much better, if you want to put data into Kinetic worse than Classic.
We transitioned from 10.2.400 directly to Kinetic browser-only in October 2025… We gave nobody but IT access to the client - and that only for the “Power Tools”
So far, it has been alright. Using @Evan_Purdy’s scale, call it a 4.75
Our biggest pain points have been on the warehouse, shipping/receiving side. Fulfillment Workbench took a big step backward - it can’t seem to keep up with our folks and glitches regularly.
There’s also a weird “Cannot connect - Server not available” error on the GetMonitorDataKeepIdleTime action that happens randomly all day, every day - and that is making people pull out their hair. Including IT, as we chase an elusive error.
Paste-New and Paste-Update seem pretty dumb in Kinetic, especially if doing more than a few lines at a time…
We had a lot of customizations in E10, and most - including dashboards - had custom code on the client side, so that was fun to rebuild. We decided to transfer/convert/rebuild as few customizations as possible - and chopped out several hundred. And THAT has generated some displeasure, too…
This! Our users have the same struggles. The FFWB grids are like all Kinetic grids and glitchy. We’ve setup DMT templates for some use cases not that Paste Update/Insert isn’t working correctly so that’s but a bit of a load on us in IT to review the submitted files and run them.
We’re still on classic, but I’ve been pre-training them by slowly transitioning the Classic forms to a layout based on Kinetic. It’s double work, but IMO, the biggest hassle with this kind of thing is figuring out where to put the UD fields and what canned fields to hide because we’re just not going to use them. Getting that out of the way now makes the final switchover easier.
Honestly, a lot of Kinetic forms are better laid out than the stock Classic forms. Classic SO Entry/Tracker, out of the box, is horrible.
is a lie, but it does open a multiline editor. No, I don’t know where that thing is either but I bet that search box on the left does. Users are catching on quickly. That is to say… Especially after we changed all the menu maintenance item’s ‘form to use’ to Kinetic. Better to pull the rug now and see if anything breaks than wait until we get yeeted over the edge in May.
