Tip #1
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company
configuration
setup
currency
fiscal
calendar
tax
system setup
foundation
Tip #2
Company Configuration: Your Foundation
The Company Configuration screen (found under System Setup > Company/Site Maintenance > Company Configuration) is the first place you should visit in any new Epicor environment. This single screen controls dozens of system-wide defaults that every other module inherits.
Key tabs include General, Modules, and Allowed Regions. On the General tab, set your base currency, fiscal calendar, and default country. Getting these wrong early causes cascading problems in GL, AP, and AR that are painful to unwind later.
Take special care with the 'Apply Tax When' setting. This determines whether taxes post at order entry, shipment, or invoicing — a choice that affects every sales transaction in the system.
Source: https://erpvideo.epicor.com/detail/video/6189166533001/access-to-licensing-in-company-configuration
Epicor Zendesk: Go to Zendesk and navigate to the System Setup category, then the Companies and Sites section.
security
roles
permissions
users
groups
menu security
access control
audit
admin
Tip #3
User Account Security: Roles and Permissions
Epicor's security model uses a combination of Security Groups and Menu Security to control what users can see and do. Find these under System Setup > Security Maintenance. Resist the temptation to give everyone admin access — it creates audit and compliance nightmares.
Security Groups bundle permissions together so you can assign a role (Accounts Payable Clerk, Shop Supervisor, etc.) rather than individual rights. Create groups that mirror your actual job functions, then assign users to groups instead of to individual permissions.
Use the 'Menu Security' option to hide entire menu trees from roles that don't need them. A cleaner menu reduces training time and prevents accidental data entry in modules the user doesn't own.
Epicor Zendesk: Go to Zendesk and navigate to the System Setup category, then the Security Maintenance section.
chart of accounts
GL
general ledger
segments
COA
accounts
GAAP
IFRS
books
division
department
Tip #4
Chart of Accounts: GL Setup Done Right
Your Chart of Accounts (COA) lives under General Ledger > Setup > Chart of Accounts. Epicor uses a segmented account structure — typically Company, Division, Department, and Natural Account — which means the same natural account can roll up differently depending on which division or department is paired with it.
Before adding accounts, finalize your segment structure. Adding a new segment later is possible but requires remapping all existing account combinations, which is a significant effort. Work with your accountant or CFO to design this upfront.
Epicor's 'Book' concept allows multiple accounting books (e.g., US GAAP and IFRS) to coexist. If your company has multi-currency or multi-standard reporting needs, set up your additional books before posting any transactions.
Source: https://www.epicor.com/en-us/products/epicor-financials/financials-core/
Epicor Zendesk: Go to Zendesk and navigate to the General Ledger category, then the Chart of Accounts section.
part
part master
inventory
UOM
unit of measure
part class
product group
GL
raw material
WIP
finished goods
Tip #5
Part Master: The Heart of Your Data
Every manufactured, purchased, or sold item in Epicor flows through Part Maintenance (Inventory Management > Setup > Part). The Part record is the single source of truth for how an item is tracked, costed, purchased, and sold.
The Part Class and Product Group fields are critical for reporting and GL mapping. Part Class drives the inventory GL accounts (Raw Material, WIP, Finished Goods), while Product Group is used in sales analysis and sometimes in pricing rules. Set these consistently from day one.
The UOM (Unit of Measure) settings on the Part record — and especially the UOM Class — control how the item is bought, sold, and stocked. Epicor supports multiple UOMs per part with conversion factors, but mismatched UOM setups between purchasing and production are a common source of inventory discrepancies.
Epicor Zendesk: Go to Zendesk and navigate to the Inventory Management category, then the Parts section.
customer
ship-to
billing
tax
accounts receivable
AR
sales
invoice
terms
credit
Tip #6
Customer and Ship-To: Avoiding Billing Chaos
Customer Maintenance (Sales Management > Setup > Customer) stores your billing address, terms, tax settings, and default salesperson. Each customer can have multiple Ship-To addresses, which is essential for customers who receive deliveries at different locations than where invoices are sent.
The 'Bill To' relationship on Ship-To records is frequently overlooked. If you have a parent company that consolidates invoicing for multiple child locations, set the Ship-To's Bill To field to the parent customer record. This routes all invoices to the right place automatically.
Tax settings on the customer — specifically Tax Liability and Tax Region — drive whether and how sales tax is calculated on orders. Make sure these are configured before entering your first sales order, or you'll spend time manually adjusting invoices.
Epicor Zendesk: Go to Zendesk and navigate to the Customer Relationship Management category, then the Customers section.
supplier
vendor
purchasing
AP
accounts payable
PO
purchase order
payment
terms
price list
Tip #7
Supplier Maintenance: AP Setup Essentials
Supplier Maintenance (Purchase Management > Setup > Supplier) is where you configure your vendors for purchasing and accounts payable. Like customers, suppliers have a primary address plus multiple remit-to and purchase-from addresses, so a single supplier can have different physical shipping locations and payment destinations.
The Payment Method and Terms fields on the supplier record default into every purchase order and AP invoice for that supplier. Getting these right saves time and prevents payment disputes. Epicor supports ACH, check, wire, and EFT payment methods natively.
Supplier price lists and purchase contracts are linked to the supplier record. If you negotiate volume pricing, set up a Supplier Price List here so Epicor can automatically apply the correct cost when buyers create POs — reducing manual price lookups and errors.
Epicor Zendesk: Go to Zendesk and navigate to the Purchase Management category, then the Suppliers section.
production calendar
scheduling
capacity
shifts
resources
resource group
holidays
shop floor
manufacturing
due date
Tip #8
Production Calendars: Scheduling That Actually Works
Production Calendars define when your shop floor is available to work and are the backbone of Epicor's scheduling engine. Find them under Production Management > Setup > Production Calendars. Each resource group and individual resource can be assigned its own calendar.
Calendars define shifts, days off, and holidays. If your facility runs multiple shifts with different crews, set up shift-specific calendars and assign them to the resource groups that correspond to each shift. Scheduling will then properly account for capacity across all active shifts.
A common mistake is forgetting to mark company holidays on the calendar. If December 25th is not marked as a non-working day, Epicor will schedule jobs to finish on Christmas and your due-date promises will be wrong. Review and update calendars at least once a year.
Epicor Zendesk: Go to Zendesk and navigate to the Scheduling category, then the Setup section.
alerts
notifications
global alerts
BPM
email
credit hold
PO approval
automation
workflow
events
Tip #9
Global Alerts: Proactive Problem Notification
Global Alerts (System Setup > Global Alert Maintenance) let Epicor send automatic email or in-app notifications when specific business events occur. Examples include: a PO over a spending threshold, a job going past its due date, a customer order placed on credit hold, or a part falling below its minimum quantity.
Alerts are driven by BPM (Business Process Management) directives behind the scenes, but Global Alert Maintenance provides a simpler UI for the most common scenarios. For more complex triggers — like multi-condition logic or data transformations — you will need to go directly into BPM Method Directives.
Start with a small set of high-value alerts rather than enabling everything at once. Alert fatigue is real: if your team's inbox is flooded with low-priority notifications, they stop reading them entirely and miss the important ones. Prioritize alerts that require human action within 24 hours.
Epicor Zendesk: Go to Zendesk and navigate to the Business Process Management (BPM) category, then the Creating Data Directives section.
CRM
customer relationship management
leads
opportunities
case management
marketing
mobile
salesforce
sales
contacts
Tip #10
CRM: When Customer Details Keep Slipping Through the Cracks
If sales conversations live in one person's inbox and nobody else can see what was promised, you don't need a workaround — Epicor Kinetic's Customer Relationship Management (CRM) is built for exactly this. It gives you control over every point of contact with customers and prospects so the whole team works from complete, accurate information.
Contact Management keeps customer, supplier, and vendor details in one place, reachable from any device. Lead and Opportunity Management lets you manage sales territories and the full life cycle of every opportunity, while Case Management carries a customer issue from the initial call through resolution and follow-up. Marketing Management ties campaigns to measurable results.
Stuck away from your desk? Mobile CRM puts the entire suite on any iOS or Android device, so reps can move a deal from lead to quote anywhere. And if your team already lives in Salesforce, the built-in Salesforce.com integration keeps both systems in sync rather than forcing a choice.
Epicor Zendesk: Go to Zendesk and navigate to the Customer Relationship Management category, then the Getting Started section.
quality
QMS
quality management
non-conformance
corrective action
inspection
audit
supplier rating
compliance
21 CFR Part 11
Tip #11
Quality Management: Getting Audits Out of Spreadsheets
When quality records are scattered across spreadsheets, shared drives, and email threads, spotting a trend before it becomes a recall feels impossible. Epicor QMS (Quality Management System) replaces that patchwork with one cloud-native platform that integrates in real time with Kinetic ERP.
It covers the whole quality life cycle: Document Control for creating and archiving controlled documents, Non-Conformance to capture items that miss requirements, and Corrective Action that walks issues through a structured root-cause process. Inspection Management configures checks across production stages and flags concerns early.
If suppliers are your weak point, Supplier Management and Supplier Rating track quality data, audits, and scorecards, and automate recertification. For regulated shops, QMS supports 21 CFR Part 11 and Annex 11 with secure eSignature tracking, built-in audit trails, and validation support — so compliance stops being a fire drill.
Epicor Zendesk: Go to Zendesk and navigate to the Job Management category, then the Quality Assurance section.
project management
WBS
work breakdown structure
revenue recognition
resource management
billing
microsoft project
scheduling
projects
costing
Tip #12
Project Management: When Job Costs Are a Moving Target
Running project-based work on guesswork — unsure of current costs, time remaining, or material availability — is exhausting. Epicor Kinetic Project Management is designed so you always know where a project stands instead of finding out after the fact.
Flexible Work Breakdown Structure (WBS) capabilities, Planning Contracts, and a Project Scheduling Board keep complex schedules organized. Resource Management allocates people, contractors, and equipment by role and capacity, and bi-directional Microsoft Project integration means project managers don't have to abandon a tool they already know.
Billing doesn't have to be the bottleneck either: the module handles project billing, accounting, and revenue recognition with a Revenue Recognition Workbench and methods such as percentage of completion, cost-to-cost, or units of delivery. Live dashboards give you real-time cost and status visibility, and mobile time and expense entry keeps field data flowing in.
Source: https://www.epicor.com/en-us/products/enterprise-resource-planning-erp/kinetic/project-management/
Epicor Zendesk: Go to Zendesk and navigate to the Service Management category, then the Project Management section.
service management
asset management
RMA
returns
maintenance
preventive maintenance
warranty
service contract
field service
case management
Tip #13
Service & Asset Management: Stop Losing Track of Repairs and Returns
If returns get lost, warranty claims slip, and field techs arrive without the information they need, Epicor Kinetic's Service & Asset Management module is built to optimize those maintenance and service resources rather than leave you firefighting.
Service Management handles in-house repairs and offsite installations, and Returned Material Authorization (RMA) tracks returns and disposition across the organization using unique RMA numbers. Maintenance Management covers both planned preventative maintenance on predefined schedules and ad hoc break/fix work.
Out in the field, Case Management gives technicians dispatching plus access to knowledge bases, warranty info, and service contracts, while ePartsBook adds visual context and trend data. Service Contract and Warranty Management generates SLAs with automatic billing and expiration tracking — so contractual obligations don't quietly lapse.
Source: https://www.epicor.com/en-us/products/enterprise-resource-planning-erp/kinetic/service-management/
Epicor Zendesk: Go to Zendesk and navigate to the Service Management category, then the Field Service and Maintenance Management sections.
commerce
ecommerce
B2B
online store
magento
punchout
self-service
storefront
digital commerce
ordering
Tip #14
Epicor Commerce: When Customers Want to Order Online and You Can't Let Them
B2B buyers increasingly expect to place orders themselves, online, at any hour — and a web store disconnected from your ERP just trades phone calls for re-keying and pricing errors. Epicor Commerce is built on the Adobe Magento platform and integrates directly with Epicor ERP, so the storefront and your data stay one and the same.
It supports multiple web stores, languages, and currencies, and shows each customer their own dynamic pricing, product lists, and complete account history. Punchout integration removes purchase-order re-keying, and an integrated Epicor CPQ configurator handles custom quotes.
Buyers can pay on account or with Amazon Pay, Google Pay, and Apple Pay, while approval workflows and budget limits keep larger organizations in control. A drag-and-drop page builder means you can shape the storefront without waiting on developers.
Source: https://www.epicor.com/en-us/products/digital-commerce/commerce-connect/
Epicor Zendesk: Go to Zendesk and navigate to the Epicor Modules category, then the Epicor Commerce section.
document management
ECM
content management
DocStar
workflow
approvals
data capture
electronic forms
AP automation
paperless
Tip #15
Document Management: Escaping the Paper Chase
If approvals stall because a document is sitting in someone's inbox — or a filing cabinet — Epicor ECM (Enterprise Content Management) is the way out. It lets teams capture, store, and manage any document, from any location, on any device, and connects to your ERP and accounting systems.
Intelligent Data Capture (IDC) uses AI and machine learning to classify documents, extract data, and route them automatically, cutting manual data entry. Automated, customizable workflows then move AP, AR, HR, and Sales documents through electronic approvals far faster than paper ever could.
There's more for the details that bite later: ValiDate fingerprints each document to guard against tampering, Electronic Forms replaces paper forms with drag-and-drop digital ones, and a DocuSign integration handles signatures inside the workflow. Deployment can be cloud, hosted, or on-premises.
Source: https://www.epicor.com/en-us/products/enterprise-content-management/ecm/
Epicor Zendesk: Go to Zendesk and navigate to the Epicor Modules category, then the Epicor ECM (DocStar) section.
business intelligence
BI
analytics
dashboards
reporting
EDA
epicor data analytics
grow
forecasting
phocas
OEE
Tip #16
Business Intelligence: When the Report You Need Takes All Day to Build
If decisions wait on someone manually stitching together spreadsheets, your data is working against you. Epicor's Business Intelligence and Analytics suite turns the data already in Kinetic into real-time, actionable insight, so you can stop rebuilding the same report every week.
Epicor Data Analytics (EDA), a cloud BI service powered by Phocas, delivers live dashboards, drill-down reporting, and a Financial Statements module. Epicor Grow adds low-code/no-code tools that make connecting and visualizing data approachable for everyone, not just analysts.
It goes beyond static reports: EDA supports workflow-driven budgeting and rolling forecasts, the suite pulls real-time production insight from the shop floor including OEE and run rates, and pre-designed dashboards let you adopt best practices quickly while still tailoring them to your business.
Epicor Zendesk: Go to Zendesk and navigate to the Data Discovery category.
CPQ
configure price quote
configurator
quotes
engineer to order
ETO
pricing
BOM
3D
product configuration
Tip #17
CPQ: When Custom Quotes Take Weeks and Still Come Out Wrong
Configurable and engineer-to-order products can turn every quote into a multi-week relay between sales, engineering, and the shop floor — and a single missed option means a wrong price or an unbuildable order. Epicor CPQ (Configure Price Quote) is built to collapse that cycle to minutes.
It offers 2D, 3D, and augmented-reality product configuration, with pricing that updates dynamically as users change options. A no-code visual rule engine built from logic blocks captures your product rules, so only valid configurations get through.
The handoffs take care of themselves: CPQ can generate branded Word or PDF quotes instantly with images, BOMs, and pricing breakdowns, and automatically create CAD files for engineering plus BOM and production documents for the shop floor — keeping sales, engineering, and manufacturing on the same page.
Source: https://www.epicor.com/en-us/products/digital-commerce/cpq/
Epicor Zendesk: Go to Zendesk and navigate to the Epicor Modules category, then the Epicor CPQ section.
inventory
warehouse
WMS
MRP
stock
cycle count
barcode
lot tracking
supply chain
material management
Tip #18
Inventory and Warehouse: When You Can't Trust the On-Hand Number
Few things stall a manufacturer faster than an on-hand quantity nobody believes. Epicor Kinetic's Supply Chain and Inventory Management capabilities are built to keep raw materials, work in process, and finished goods accurate — along with the costs and on-hand requirements that go with them.
Inventory tools include Materials Requirements Planning (MRP), shortage monitoring, reorder analysis, stock status, and inventory valuation. Advanced Material Management adds electronic material requests, dispatch, and movement tracking across raw materials and WIP.
On the floor, Kinetic Warehouse brings barcode and QR scanning at part, bin, and lot levels, serial and lot processing, cycle counting and stock takes, and Trackers for live visibility into bins, lots, orders, and jobs — so the number in the system matches the number on the shelf.
Epicor Zendesk: Go to Zendesk and navigate to the Inventory Management category, then the Warehouse section.
application studio
low-code
no-code
customization
UI
configuration
BAQ
user defined fields
kinetic
drag and drop
Tip #19
Application Studio: Changing the Screen Without Hiring a Developer
If a screen has fields your team never uses — or is missing one they need on every order — you don't have to live with it, and you don't have to pay for custom code. Application Studio lets you configure the Kinetic application to fit how you actually work.
Its visual designer and drag-and-drop tools let you modify grids, columns, and panels in a low/no-code environment. You can embed Business Activity Query (BAQ) data right into the interface, add a Grow BI widget for visualizations, and create User Defined Fields.
It scales up when you need it to: Application Studio also supports complex workflow automations, conditional UI that adjusts based on data conditions, and backend and REST API integration — so tailoring Kinetic doesn't have to mean a development project.
Epicor Zendesk: Go to Zendesk and navigate to the Application Studio category, then the Getting Started section.
automation studio
iPaaS
integration
automation
connectors
RPA
workflow
API
data sync
no-code
Tip #20
Automation Studio: When You're Stuck Connecting Epicor to Everything Else
If keeping Epicor in sync with your other systems means someone re-typing data or running the same export every morning, Automation Studio is built to end that drudgery. It's an enterprise iPaaS embedded right in Epicor.
It ships with native connectors for Kinetic, Prophet 21, Eclipse, Quick Ship, Epicor ECM, and Epicor CPQ, plus more than 1,000 connectors and 500K+ community recipes and pre-built Epicor Industry Templates to start from.
An On-Prem Agent reaches on-premises systems securely without opening firewall ports, and Robotic Process Automation (RPA) handles unattended scheduled tasks. Generative-AI-assisted, no-code building means you can automate a process without writing the integration by hand.
Epicor Zendesk: Go to Zendesk and navigate to the Epicor Modules category, then the Automation Studio section.
MRP
material requirements planning
suggestions
planning
lead time
forecast
demand
regeneration
purchasing
jobs
Tip #21
MRP Suggestions: When the Plan Doesn't Match Reality
You ran MRP, but the suggestions aren't what you expected — missing jobs, surprise purchase suggestions, or nothing at all. Before assuming the engine is wrong, know that MRP almost always reflects exactly the data it was given: lead times, on-hand quantities, safety stock, and part planning settings.
Common culprits are a part not flagged as MRP-relevant, a missing or zero lead time, demand that falls outside the planning horizon, or a process that didn't finish cleanly. The fix is usually a data correction, not a settings overhaul.
Epicor's help center walks through MRP setup, the regeneration process, and how to read what a run produced — the fastest way to confirm what the engine actually saw.
Epicor Zendesk: Go to Zendesk and navigate to the Material Requirements Planning category, then the General Operations and Processes sections.
posting engine
GL
general ledger
posting
journal
error
fiscal period
accounts
transactions
log
Tip #22
GL Won't Post: Reading the Posting Engine Log
A transaction won't post to the General Ledger and the error is cryptic. Don't guess — Epicor records exactly what happened in the Posting Engine log, which tells you which rule or account combination stopped the post.
Most posting failures trace back to a missing GL control, an inactive account, a closed fiscal period, or a transaction with no valid account context. Each of those is a quick fix once the log points you at it.
The help center explains how to open and read the Posting Engine Log Viewer and how GL transaction types map to accounts — turning a stuck post into a short diagnosis.
Epicor Zendesk: Go to Zendesk and navigate to the General Ledger category, then the Posting Engine section.
personalization
recovery
broken screen
menu
customization
form
layer
error
repair
reset
Tip #23
A Screen Broke After a Personalization: How to Recover
You personalized a form and now it won't open, or a menu item throws an error the moment it launches. This is recoverable, and you don't need to rebuild anything from scratch.
Epicor can start an application without its personalization layer so you can get back in, then repair or remove the change that caused the problem. Personalizations are stored separately from the base application — which is exactly why a bad one can be peeled off cleanly.
The help center covers personalization recovery, including the automatic menu recovery option that gets a broken menu working again.
Epicor Zendesk: Go to Zendesk and navigate to the Personalization category, then the Personalization Failure Automatic Recovery of Menu section.
performance
slow
speed
tuning
BAQ
dashboard
task queue
optimization
lag
responsiveness
Tip #24
When Users Say Epicor Is Slow
'Epicor is slow' is one of the most common complaints — and one of the most fixable. Slowness is rarely the whole system; it is usually one query, one oversized dashboard, one report, or a backed-up task queue.
Start by narrowing it down: is it one screen or all of them, one user or everyone, one time of day or constant? That answer usually points straight at the cause — a dashboard refreshing too often, a BAQ with no criteria, or a process queue that has stalled.
Epicor's performance tuning guidance covers how to measure where the time goes, where to look first, and what is safe to adjust.
Epicor Zendesk: Go to Zendesk and navigate to the System Management category, then the Performance Tuning section.
reports
printing
print
SSRS
advanced print routing
auto print
system agent
output
troubleshooting
printer
Tip #25
The Report Won't Print — or Prints to the Wrong Place
A report won't generate, won't print, or lands on the wrong printer. Printing in Epicor runs through the System Agent and a routing layer, so the failure is almost always somewhere in that chain rather than in the report itself.
Check whether the task actually reached the queue, whether the printer is defined and reachable, and whether Advanced Print Routing is sending the output somewhere you didn't expect. A failed task in the queue usually carries the exact reason it stopped.
The help center has a dedicated reports troubleshooting section, plus step-by-step guidance on setting up printing and auto-print.
Epicor Zendesk: Go to Zendesk and navigate to the Reports category, then the Troubleshooting and Setting Up Printing sections.
inventory
quantity
on-hand
discrepancy
cycle count
physical count
adjustment
stock
negative inventory
accuracy
Tip #26
When the On-Hand Quantity Doesn't Match the Shelf
The system says 40, the shelf says 32. Inventory drift happens, and chasing every unit by hand is exhausting — Epicor gives you structured ways to find the cause and correct it cleanly.
Quantity Adjustment fixes a known discrepancy with a reason code so the change stays auditable, while Cycle and Physical Counting catches drift systematically before it compounds. A negative on-hand quantity is a signal worth investigating, not just overriding.
The help center covers quantity adjustments, cycle counting, and physical counts step by step.
Epicor Zendesk: Go to Zendesk and navigate to the Inventory Management category, then the Quantity Adjustment and Cycle and Physical Counting sections.
login
sign in
authentication
two-factor
2FA
MFA
password
identity provider
IdP
account
Tip #27
Locked Out: Login and Two-Factor Problems
A user can't sign in, two-factor authentication isn't cooperating, or a new hire's account isn't working yet. Login problems feel urgent, but most are routine and resolved without a support ticket.
Epicor Kinetic authenticates through the Epicor Identity Provider (IdP), which handles passwords, two-factor enrollment, and resets. Knowing whether the issue is the identity itself, the two-factor device, or the user's company access tells you exactly where to fix it.
The help center covers Identity Provider setup, two-factor authentication, and getting new accounts onboarded.
Epicor Zendesk: Go to Zendesk and navigate to the Epicor Identity Provider (IdP) category, then the Two-factor Authentication and Getting Started sections.
DMT
data management tool
import
data load
migration
rejected rows
template
errors
upload
conversion
Tip #28
When a Data Import (DMT) Fails
You're loading data with the Data Management Tool (DMT) and rows keep rejecting. DMT runs imports through the same business logic as the screens, so a rejection usually means the data would not be accepted if it were typed in by hand either.
The messages on the failed rows are the real guide — they name the field or rule that blocked the load. Common causes are a missing required field, a value that doesn't exist yet (a part, a UOM, an account), or the wrong template for the action you're performing.
The help center has a dedicated section on troubleshooting the Data Management Tool.
Epicor Zendesk: Go to Zendesk and navigate to the System Setup category, then the Data Management Tool section.
scheduling
jobs
due date
calendar
capacity
resources
finite
infinite
shop floor
operations
Tip #29
Jobs Scheduling to the Wrong Dates
A job lands on a due date that makes no sense — too early, too late, or on a day the shop is closed. Epicor's scheduler is only as good as the calendars, resources, and operation times behind it.
Check the resource and resource-group calendars, available capacity, and operation setup before adjusting the job by hand. A job scheduling onto a weekend or holiday almost always means a calendar is missing a non-working day, not that the scheduler is broken.
The help center includes a scheduling technical reference with a dedicated troubleshooting section.
Epicor Zendesk: Go to Zendesk and navigate to the Scheduling category, then the Scheduling Technical Reference Guide section.
enterprise search
search
index
results
rebuild
stale
indexing
find
maintenance
troubleshooting
Tip #30
Enterprise Search Returns Nothing (or Stale Results)
You search in Epicor and get nothing back, or results that are clearly out of date. Enterprise Search works from an index, and when results look wrong it is usually the index — not your search term — that needs attention.
A newly added record won't appear until the index includes it, and an index can fall behind or need a rebuild. Knowing that search is index-driven turns 'it's broken' into a routine maintenance task.
The help center covers Enterprise Search setup, index maintenance, and a dedicated troubleshooting article.
Epicor Zendesk: Go to Zendesk and navigate to the System Setup category, then the Enterprise Search section.