Epicor Kinetic Customization Services

Customize Epicor Around Your Business—Not the Other Way Around

Every business has processes that make it unique. While Epicor provides a strong foundation, there comes a point where standard functionality no longer supports the way your team actually works.

That's where thoughtful customization makes the difference.

At Butiq, we help manufacturers extend Epicor Kinetic in ways that improve usability, automate repetitive tasks, and support more efficient workflows. Whether you're building something new, updating legacy customizations, or modernizing an older implementation, our goal is the same: create solutions that fit your business while remaining maintainable over the long term.

Rather than customizing for the sake of customization, we focus on solving real operational problems with approaches that work within Epicor's architecture and continue to support future growth.

When Standard Epicor Isn't Enough

Epicor is designed to be flexible, but no ERP system can anticipate every business process.

Over time, many organizations discover that certain workflows require additional logic, specialized interfaces, or automation that isn't available out of the box.

Common examples include:

Department-specific workflows
Automated approval processes
Custom business rules
Simplified user interfaces
Specialized manufacturing processes
Customer-specific order handling
Automated document generation
Data validation and process enforcement

In many cases, these challenges don't require replacing Epicor's standard functionality. They simply require extending it in a way that makes the system easier to use and better aligned with how your organization operates.

Let’s Talk About Your Epicor Customizations

Our Approach to Epicor Customization

Every customization starts with understanding the process behind it.

Rather than immediately writing code or building new screens, we first look at what the workflow is trying to accomplish. Often, there's an opportunity to simplify the process before introducing additional customization.

When customization is the right solution, we focus on building it in a way that is clean, maintainable, and compatible with Epicor Kinetic's architecture.

That means using the appropriate tools for each situation, avoiding unnecessary complexity, and keeping future upgrades in mind whenever possible.

The result is a system that's easier for users to work with and easier for your team to maintain over time.

Epicor Customization Services

Application Studio Customizations

Application Studio has changed how user interface customizations are built in Epicor Kinetic. Instead of modifying forms directly, customizations are organized through layers, events, and configurable components.

We help organizations build and maintain Application Studio solutions that improve usability without creating unnecessary complexity.

This includes:

Screen customization
Layer management
Event-driven behavior
User-specific layouts
Navigation improvements
Simplified data entry

Whether you're building new Kinetic screens or replacing legacy Classic customizations, we help create interfaces that support how your users actually work.

Business Process Management (BPM)

Many organizations rely on BPMs to automate business rules and eliminate manual processes.

We design and maintain BPM solutions that help enforce consistency throughout Epicor while reducing repetitive work.

Typical projects include:

Method directives
Data directives
Business rule enforcement
Automated validations
Process automation
Approval workflows

The goal is to move routine decisions into the system so users can spend less time managing exceptions.

Epicor Functions

Functions have become a central part of modern Epicor development. They allow business logic to be reused across multiple processes while keeping customizations organized and easier to maintain.

We help build Functions for:

Process automation
Shared business logic
File generation
Data processing
Background operations
Integration support

Moving logic into reusable Functions often results in cleaner solutions and reduces duplication across multiple customizations.

Form & Screen Customization

Sometimes improving Epicor isn't about adding new functionality—it's about making existing functionality easier to use.

We customize forms and screens to better match the needs of individual departments and user roles.

This may include:

Removing unnecessary fields
Reorganizing layouts
Simplifying navigation
Adding calculated information
Improving data visibility
Supporting department-specific workflows

Small interface improvements can often have a significant impact on productivity.

Workflow Automation

Many organizations still rely on manual steps that Epicor can perform automatically.

We help identify opportunities to automate routine tasks so information moves through the system more efficiently.

Examples include:

Automated notifications
Approval routing
Document generation
Scheduled processing
Data synchronization
Task automation

These improvements help reduce repetitive work while improving consistency across departments.

Epicor Kinetic Configurator

For manufacturers with configurable products, the Product Configurator plays an important role in streamlining quoting and order entry.

We help organizations build and maintain configurators that support complex product rules while remaining manageable as products evolve.

This includes:

Configuration logic
Rule development
Input design
Quote automation
Manufacturing configuration
Configurator maintenance

For organizations with more advanced configurator requirements, we also provide dedicated Epicor Kinetic Configurator consulting.

Modernizing Existing Customizations

Many Epicor environments contain customizations that were built years ago using approaches that no longer fit the current platform.

As organizations move toward newer versions of Epicor Kinetic, these legacy customizations often become more difficult to support.

We help modernize existing solutions by:

Replacing unsupported approaches
Updating Classic UI customizations
Simplifying overly complex logic
Consolidating duplicate functionality
Improving maintainability
Preparing customizations for future upgrades

Modernization isn't always about rebuilding everything. In many cases, it's about identifying where targeted improvements can reduce technical debt while preserving the workflows your users depend on.