Epicor Kinetic Workflow Automation
workflow automation for Epicor Kinetic—automate order entry, AP, ERP workflows, and manufacturing operations via REST API. Book a demo.
Epicor workflow automation
Automate order entry, AP processing, approvals, and shop-floor workflows on top of Epicor—your ERP stays the system of record.
Common pain points
- Manual order entry from customer emails and PDF POs into Epicor
- Slow AP invoice matching and approval routing
- Rigid native flows for high-mix or multi-plant operations
- Limited real-time visibility across jobs, inventory, and production
Example use cases
- AI order automation: email/PDF PO → validation → Epicor sales order
- AI AP automation: supplier invoice → 3-way match → Epicor voucher
- Shop-floor intelligence with completions and quality synced back to Epicor
How Sabhya helps
ERP-native workflow automation
- Extract POs, RFQs, and invoices; create and validate Epicor transactions via REST API
- Route exceptions to the right approver with full audit trail
- Natural-language queries against inventory, jobs, and production status
Manufacturing workflow automation
- Digital work instructions, travelers, and shop-floor execution synced to Epicor
- Agent-driven alerts for shortages, quality events, and schedule disruptions
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Frequently asked questions
Does Sabhya replace Epicor Kinetic?
No. Sabhya layers workflow automation on top of Epicor Kinetic for order entry, AP, approvals, and shop-floor processes. Epicor Kinetic remains your system of record for inventory, jobs, and financials.
What workflows can Sabhya automate in Epicor Kinetic?
Common automations include PO and RFQ extraction from email/PDF, sales order and work order creation, AP invoice matching and approval routing, and production visibility—with human review on exceptions.
How does Sabhya connect to Epicor Kinetic?
We integrate via Epicor Kinetic REST APIs (and XML-RPC where applicable), with secure credentials, validation rules, and audit trails before any transaction is posted.