Epicor Kinetic Integration Guide

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

Section	Description
Overview	Integration type and data flow summary
How It Works	End-to-end data flow explanation
Requirements	Prerequisites before setup
Step-by-Step Setup Guide	User, API key, access scope, and credential sharing
After Setup	Verification steps
Troubleshooting	Common issues and solutions

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 redundant or estimated manual data entry. By linking MachineMetrics' real-time machine data with your ERP's business insights, you gain a comprehensive view of your shop floor activities — and you can manage most of the configuration directly within the MachineMetrics application.

Integration Type

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

note

This connector is under active development. Some features may change, and certain capabilities may not be available at the time of reading.

How It Works

The ERP connector runs as a service on your Edge Device (or Virtual Edge), optimizing data flow and facilitating smooth two-way communication between your ERP system and MachineMetrics.

Work Order Tracking

Active work orders are transferred from Epicor to MachineMetrics, keeping operators updated with the latest orders and enhancing operational efficiency.

Labor Tracking

Operators' labor inputs on orders in MachineMetrics generate labor tickets and update progress in real time, providing accurate records and valuable insights for transparency and efficiency.

Data Synchronization

Labor tickets and work order updates sync back with Epicor, reflecting the current production status. This ensures accurate, up-to-date ERP data.

Improved Reporting & Productivity

Operators can efficiently report completed work and adapt to schedule changes, boosting productivity and creating a more agile production environment.

Requirements

Before starting the connection process, ensure that:

Requirement	Details
MachineMetrics Edge	A physical or Virtual Edge Device to run the connector service.
Network Access	The Edge device must have network and firewall access to Epicor's on-premise or cloud environment APIs. See the Network Requirements Guide for Edge connectivity requirements.
Epicor Permissions	You must have the permissions required to create users and API keys in your Epicor environment.

Step-by-Step Setup Guide

Setup is performed entirely within Epicor Kinetic and consists of six steps: create a dedicated user, create an API key, create an access scope, configure the scope's services, apply the scope to the key, and securely share the credentials with MachineMetrics.

Step 1: Create User

Navigate to User Account Maintenance.
Select the + (plus-circle) button to create a new user.
Enter a unique User ID (for example, machinemetrics).
Enter a unique Name (for example, MachineMetrics).
Fill out any additional required fields and save your changes.

tip

Set a password for this user account. You will share the username and password securely with MachineMetrics in Step 6.

Step 2: Create API Key

Open the Epicor menu, search for API Key Maintenance, and select it.
Select the + (plus-circle) button to create a new key.
In the Key ID field, enter MachineMetrics.
In the Description field, enter a helpful description (for example, MachineMetrics Connection).
In the Expire Date field, select a date in the distant future (this can be adjusted later if needed).
Select the Save button to save the new key, and be sure to copy the key to a safe location for future use — you will only see it once.

Step 3: Create Access Scope

Open the Epicor menu, search for Access Scope, and select it.
Select the + (plus-circle) button to create a new scope.
In the Access Scope ID field, enter MachineMetrics.
In the Description field, enter a helpful description (for example, MachineMetrics Connection).
Make sure the Active check box is checked.

Step 4: Configure Access Scope Services

Navigate to Services.
Locate and select the desired service.
Verify that all required methods listed below are enabled for the selected service.
Click Save to apply changes.
Repeat the process for each required service and its associated methods.

Required services and methods:

Erp.BO.CapabilitySvc/Capabilities
  GetRows

Erp.BO.EmpBasicSvc/EmpBasics
  GetRows
  ClockIn
  ClockOut

Erp.BO.JobEntrySvc/GetDatasetForTree
  GetRows

Erp.BO.JobEntrySvc/JobEntries
  GetRows

Erp.BO.LaborSvc/LaborDtls
  GetRows

Erp.BO.LaborSvc/Labors
  GetRows
  StartActivity
  CheckWarning
  Update
  EndActivityByEmp
  recallFromApprovalBySelected
  updateLaborDtl
  submitForApproval

Erp.BO.ReasonSvc/Reasons
  GetRows

Erp.BO.ResourceGroupSvc/ResourceGroups
  GetRows

Erp.BO.ResourceGroupSvc/Resources
  GetRows

Erp.BO.ResourceSvc/Resources
  GetRows

Step 5: Apply Scope to API Key

Open the API Key named MachineMetrics.
Apply the newly created MachineMetrics scope onto the key.
Select the Save button to save your changes.

Visit the MachineMetrics secure link sharing service at https://snappass.service.machinemetrics.com.
Paste in the following values from your Epicor environment:
- Key (the API key created in Step 2)
- Owning Company
- Username and password for the MachineMetrics user account
- API URL
Click Generate URL.
Copy the generated URL and email it to your MachineMetrics representative.

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	Verify the API key is valid and not expired; regenerate in API Key Maintenance if needed
Service calls failing	Access scope missing a required service or method	Confirm all services and methods in Step 4 are enabled on the MachineMetrics scope
Scope not taking effect	Access scope not applied to the API key, or scope not marked Active	Re-apply the MachineMetrics scope to the key (Step 5) and confirm the Active box is checked
Labor not syncing back	Missing labor methods or insufficient user permissions	Ensure `Erp.BO.LaborSvc/Labors` methods (StartActivity, Update, EndActivityByEmp, etc.) are enabled on the scope
Connection errors	Firewall blocking the Edge device	Ensure the Edge can reach the 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​

Work Order Tracking​

Labor Tracking​

Data Synchronization​

Improved Reporting & Productivity​

Requirements​

Step-by-Step Setup Guide​

Step 1: Create User​

Step 2: Create API Key​

Step 3: Create Access Scope​

Step 4: Configure Access Scope Services​

Step 5: Apply Scope to API Key​

Step 6: Share Your API Key​

After Setup​

Verifying the Integration​

Troubleshooting​

Related Articles​

Getting Help​