Epicor Kinetic Integration Guide

Connect Epicor Kinetic to MachineMetrics for bidirectional work order and labor tracking synchronization.

Overview

The MachineMetrics and Epicor Kinetic integration enables seamless data flow between your ERP system and the shop floor, providing real-time visibility and eliminating manual data entry.

Integration Type

Attribute	Value
Direction	Bidirectional
Data Flow (Inbound)	Work orders from Epicor → MachineMetrics
Data Flow (Outbound)	Labor tickets from MachineMetrics → Epicor
Runs On	MachineMetrics Edge Device (physical or virtual)

How It Works

1. Management — Work Order Transmission

Active work orders are automatically transmitted from Epicor Kinetic to MachineMetrics. This seamless transfer ensures that the latest work orders are always available for operators in real-time.

2. Tracking — Labor and Progress Reporting

As operators work on the transmitted orders within MachineMetrics, their labor inputs:

Generate labor tickets
Update the progress of work orders
Maintain accurate records in real-time

3. Synchronization — Real-Time Updates

The generated labor tickets and any updates to work orders are synchronized back with Epicor. This ensures that all recorded data reflects the most current state of production activities.

4. Scheduling — Dynamic Visibility

Shop floor managers and production planners gain instant visibility into:

Status of work in progress
Whether production is on schedule
If adjustments are needed

Schedule changes are immediately communicated to operators, enabling them to adjust their workflow accordingly.

Requirements

Prerequisites

Requirement	Details
MachineMetrics Edge	Physical or Virtual Edge Device
Network Access	Edge device must have firewall access to Epicor's on-prem or cloud environment/APIs. See Network Requirements Guide for Edge connectivity requirements.
Epicor User Account	Dedicated user account with access to necessary tables/columns
BAQ Access	Business Activity Query for Part Operations
API Key	Generated in Epicor for MachineMetrics

Step-by-Step Setup Guide

Step 1: Create a MachineMetrics Dedicated User in Epicor

Create a user for the integration with access to the following entities:

Erp.BO.BomSearchSvc/GetDatasetForTreeWithPartValidation
Erp.BO.ResourceGroupSvc/Resources
Erp.BO.CapabilitySvc/Capabilities
Erp.BO.ResourceGroupSvc/ResourceGroups
Erp.BO.JobEntrySvc/JobEntries
Erp.BO.JobEntrySvc/GetDatasetForTree
Erp.BO.EmployeeSvc/Employees
Erp.BO.LaborSvc/LaborDtls

Step 2: Create a BAQ (Business Activity Query)

This BAQ allows MachineMetrics access to your Part Operation table, which may not be available via API in some versions of Kinetic.

Required BAQ Columns:

Column	Description
`PartOpr_Company`	Company identifier
`PartOpr_PartNum`	Part number
`PartOpr_RevisionNum`	Revision number
`PartOpr_OprSeq`	Operation sequence
`PartOpr_OpStdID`	Operation standard ID
`PartOpr_OpCode`	Operation code
`PartOpr_ProdStandard`	Production standard
`PartOpr_Machines`	Number of machines
`PartOpr_QtyPer`	Quantity per
`PartOpr_OpsPerPart`	Operations per part
`PartOpr_StdFormat`	Standard format
`PartOpr_StdBasis`	Standard basis
`PartOpr_OpDesc`	Operation description
`PartOpr_AddlSetupHours`	Additional setup hours
`PartOpr_RunQty`	Run quantity
`PartOpr_AltMethod`	Alternate method

Example BAQ SQL:

select
  [PartOpr].[Company] as [PartOpr_Company],
  [PartOpr].[PartNum] as [PartOpr_PartNum],
  [PartOpr].[RevisionNum] as [PartOpr_RevisionNum],
  [PartOpr].[OprSeq] as [PartOpr_OprSeq],
  [PartOpr].[OpStdID] as [PartOpr_OpStdID],
  [PartOpr].[OpCode] as [PartOpr_OpCode],
  [PartOpr].[ProdStandard] as [PartOpr_ProdStandard],
  [PartOpr].[Machines] as [PartOpr_Machines],
  [PartOpr].[QtyPer] as [PartOpr_QtyPer],
  [PartOpr].[OpsPerPart] as [PartOpr_OpsPerPart],
  [PartOpr].[StdFormat] as [PartOpr_StdFormat],
  [PartOpr].[StdBasis] as [PartOpr_StdBasis],
  [PartOpr].[OpDesc] as [PartOpr_OpDesc],
  [PartOpr].[AddlSetupHours] as [PartOpr_AddlSetupHours],
  [PartOpr].[RunQty] as [PartOpr_RunQty],
  [PartOpr].[AltMethod] as [PartOpr_AltMethod]
from Erp.PartOpr as PartOpr
where [PartOpr].[PartNum] = PartOpr.PartNum

Reference: Follow Epicor's instructional video on deploying BAQ reports: Deploy BAQ Reports as Kinetic Applications

Step 3: Create an API Key in Epicor

Using the general search, search and select "API Key maintenance"
Select Create a new Key ID:
- Name: MachineMetrics
- Description: MachineMetrics integration
- Expiration Date: Set to a distant future date (can be changed later)
Save the new key
Copy and securely store the API key — you'll only see it once
Open Access Scope settings
Create a new Access Scope:
- ID: MachineMetrics
- Check the Active box

Under Services, add these services and methods:

Erp.BO.BomSearchSvc/GetDatasetForTreeWithPartValidation
Erp.BO.ResourceGroupSvc/Resources
Erp.BO.CapabilitySvc/Capabilities
Erp.BO.ResourceGroupSvc/ResourceGroups
Erp.BO.JobEntrySvc/JobEntries
Erp.BO.JobEntrySvc/GetDatasetForTree
Erp.BO.EmployeeSvc/Employees
Erp.BO.LaborSvc/LaborDtls

Under BAQs, grant access to the BAQ created in Step 2
Save the Access Scope
Apply the scope to the "MachineMetrics" API Key

Step 4: Provide MachineMetrics with the API Token

Share the following information securely with your MachineMetrics implementation team:

API Key
Epicor server URL/endpoint
Company ID
BAQ name

Security Tip: Use a secure method like Snappass or your company's secure file sharing to transmit credentials.

After Setup

Once the integration is configured:

Work orders will appear in MachineMetrics automatically
Operators select jobs on their tablets
Labor data syncs back to Epicor in real-time
Production Schedule Intelligence shows accurate job status

Verifying the Integration

Go to Production → Schedule in MachineMetrics
Confirm work orders from Epicor are visible
Have an operator start a job on a tablet
Verify the labor ticket appears in Epicor

Troubleshooting

Issue	Possible Cause	Solution
Work orders not appearing	API key expired or invalid	Regenerate API key in Epicor
Missing operations	BAQ not configured correctly	Verify BAQ includes all required columns
Labor not syncing back	User permissions insufficient	Check MachineMetrics user has write access
Connection errors	Firewall blocking Edge	Ensure Edge can reach Epicor API endpoint

ERP Integration Guide — General ERP integration overview
ERP Data Studio — Mapping work centers
Production Schedule Intelligence — Using the schedule view
ShopPulse Interface Guide — How operators interact with jobs

Getting Help

Setup Assistance: Contact your MachineMetrics Solution Delivery Manager (SDM)
Technical Issues: Email support@machinemetrics.com
Epicor Configuration: Consult your Epicor administrator or partner

Overview​

Integration Type​

How It Works​

1. Management — Work Order Transmission​

2. Tracking — Labor and Progress Reporting​

3. Synchronization — Real-Time Updates​

4. Scheduling — Dynamic Visibility​

Requirements​

Prerequisites​

Step-by-Step Setup Guide​

Step 1: Create a MachineMetrics Dedicated User in Epicor​

Step 2: Create a BAQ (Business Activity Query)​

Step 3: Create an API Key in Epicor​

Step 4: Provide MachineMetrics with the API Token​

After Setup​

Verifying the Integration​

Troubleshooting​

Related Articles​

Getting Help​