Epicor Kinetic purchase to pay and order to cash: see where each order waits

What does Duaer read from Epicor Kinetic?

Each purchase or sales order is a case, with the supplier or customer, the company, currency and amount. The steps are:

• Purchase to pay: Order created (POHeader), Goods received (RcvHead), Invoice posted (posted APInvHed), Paid (CheckHed).
• Order to cash: Order created (OrderHed), Goods issued (shipped ShipHead), Invoice created (posted InvcHead), Paid (posted CashHead).
• Void orders and checks are left out.

How do you connect Epicor Kinetic to Duaer?

1. In Epicor Kinetic's SQL Server database, create a read-only user with SELECT on the tables above.
2. If the database is only inside your network, start the Duaer on-premises data gateway (0.2.0 or later) there with tcp://database-host:port in ALLOWED_TARGETS; the credential's host and port must match it.
3. In Duaer, create a Microsoft SQL credential for this user.
4. As an owner or admin, open Data sources, select Add source, choose Epicor Kinetic under Purchase to pay or Order to cash, choose the credential, the schema is Erp unless you enter another, select Check connection and confirm.

How often does it read, and how much?

Each run reads the streams by document date, starting two weeks back for documents with a past date; a step is never written twice. Queries only.

What are the limits?

• The tables, entities and fields read follow the vendor's published documentation and are not yet checked against a real system; the first real read may need adjustments.
• Epicor SaaS offers no database and is not supported yet.