WI EUG 2023 Spring Meeting

We are excited about the next WIEUG meeting and changes for 2023!

Registration CLOSES MARCH 3.

We have exciting guests from Epicor and we included several presentations from users in our group.

Tim Shoemaker - Senior Principal Product Manager, Kinetic Core (in-person)

Patty Aparicio - Epicor Financials Principal Product Manager (remote)

Brian Connor - Engineering Director (remote)

The meeting will be held on WEDNESDAY, March 8th, from 8:30 am to 3:00 pm at:

Waukesha County Technical College (WCTC)

800 Main St

Pewaukee, Wisconsin, 53072

REGISTER FOR THE MEETING – The afternoon meeting agenda has changed for the afternoon session. ‘Capacity Planning’ has been replaced with ‘Advanced Engineering Techniques’. Below is the full agenda.

The meeting is what YOU make it. Your lively questions make the discussions informative and exciting. Please submit questions and topics for the full group and focused discussion group meetings ahead of time. Send to epicor.usergroup@wi-eug.com.

More details can be found at www.wi-eug.com.

General Session

  • 8:30 – 8:45 Welcome, Announcements and Meeting Logistics
  • 8:45 – 9:00 – Regional User Group Presentation – Hannah Willett (Stephen Gould)
  • 9:00 – 10:00 – Kinetic 2023.1 review and 2023.2 Sneak peek – Tim Shoemaker (Epicor)

Session Break 10:00 – 10:30

Discussion Group Sessions

We encourage questions in the meeting but will take submitted focused group questions first.

Please send topics to at epicor.usergroup@wi-eug.com

10:30 –12:00 Focused Discussion Groups

  • Finance – Jill Lopez (Bruno) / Patty Aparicio (Epicor)

    • Costing Workbench
  • Technical – Ron Flynn (Bradley Corp) / Tim Melatis (Bradley Corp) / Brian Connor (Epicor)

    • You’ve upgraded to Kinetic Base UI and now you need to transition to the Web based UI.
  • Plant Operations/Scheduling – Dave Leannah (Bradley Corp) / Jenn Lisser (Perlick )

    • Capacity and Overload Informer
    • Enterprise Search
    • Epicor Data Discovery

Lunch Break 12:00 – 1:00

Training Sessions 1:00 – 3:00

  • Accounting Training Topics – Patty Aparicio (Epicor)

    • The Road Ahead for Epicor Financials
    • Additional Q&A
  • Advanced Engineering Techniques – Tim Shoemaker (Epicor)

    • Pull As Assembly vs View as Assembly
      • Sub-Assemblies (in jobs) vs how they work in Engineering workbench
      • Phantoms
    • Alternate Methods (vs Revisions)
      • Assigning Alt methods to various sites
    • Assigning materials to “Stages” vs “operations”
    • Fixed Qty
    • Scrap at the operation level
    • Setup Time
    • Other questions as time allows

Extended Technical Q&A 1:00 – 3:00

  • Brian Connor – Technical – Additional Q&A technical session
  • Mark Olbrantz (Swiss-Tek Coatings)
    • Azure Test Environment and DR for Epicor

Guess I better put together those presentations now. :wink:

We are just happy you can join us! You never disappoint!