Automating Report Delivery in Epicor Kinetic | What Changed?

In this edition of Moca Kinetic Lab, we explore how report automation works in Epicor Kinetic and what has changed compared to Classic. If you’ve relied on Routing Rules in the past, this is an important update you won’t want to miss.

We walk through what still works, the limitations you may encounter, and how to approach report automation going forward, using Epicor Functions as a modern alternative.

https://www.youtube.com/watch?v=stKcjOAlFYg

If you have questions or would like to discuss how this applies to your environment, please reach out—we’d be happy to help.

Thank you for being part of the MOCA Kinetic Lab community.