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How to Prepare Your Customizations for the Epicor Kinetic Browser-Based UI

How to Prepare Your Customizations for the Epicor Kinetic Browser-Based UI

March 25, 2026

25 Mar How to Prepare Your Customizations for the Epicor Kinetic Browser-Based UI

Posted at 11:20h in Kinetic, ERP Implementation & Change Management by

Many manufacturers face serious challenges when moving their existing customizations into the Epicor Kinetic browser-based UI. What worked in the Classic interface often breaks, slows down, or becomes unsupported in the new environment. This leads to delays, increased costs, and frustrated users.

This guide explains how to prepare your customizations for the Epicor Kinetic browser-based UI. You will learn how to assess, rebuild, and optimize your system before migration begins.

  • Identify incompatible customizations early
  • Reduce upgrade risks and downtime
  • Improve system performance
  • Build scalable and future-ready solutions

Why Epicor Kinetic Browser-Based UI Changes Customization Requirements

Epicor Kinetic browser-based UI introduces a modern architecture that changes how customizations work.

Unlike the Classic UI, which relies on client-side scripts, Kinetic uses web technologies, APIs, and low-code tools. This shift requires a new development approach.

  • Who: IT teams and ERP consultants
  • What: Transition to modern customization methods
  • Where: Across all UI layers
  • When: Before upgrade planning
  • Why: Prevents failures and performance issues

How to Audit Existing Customizations in Epicor Kinetic

Auditing customizations ensures full visibility before migration.

Start by identifying all customization types across your system:

  • BPMs (Business Process Management)
  • UI customizations
  • Reports and dashboards
  • Integrations

Document each customization and evaluate its business value.

What Customizations Should Be Retired, Rebuilt, or Reused

Evaluating customizations helps eliminate unnecessary complexity.

  • Retire: Remove outdated or unused features
  • Rebuild: Redesign incompatible customizations
  • Reuse: Keep valuable logic

This process improves performance and reduces maintenance effort.

How to Rebuild Customizations Using Kinetic Tools

Rebuilding with modern tools improves scalability and maintainability.

Use the following tools:

  • Application Studio
  • BPM tools
  • REST APIs

Move logic away from the UI and into server-side processes for better performance.

When to Use Low-Code vs Traditional Development in Epicor Kinetic

Choosing the right approach improves efficiency and flexibility.

  • Use low-code tools for UI and workflows
  • Use custom development for complex integrations

A hybrid approach delivers the best results.

Why Testing Customizations in Kinetic is Critical Before Go-Live

Testing ensures system stability and prevents costly failures.

  • Unit testing
  • Integration testing
  • User Acceptance Testing (UAT)

Testing validates your system before deployment.

Preparing Customizations Properly Drives a Successful Kinetic Transition

Preparing your customizations for the Epicor Kinetic browser-based UI is critical for a successful upgrade. A structured approach reduces risk and improves long-term performance.

The next step is to assess your system and create a migration roadmap.

Need Help with Your Epicor Kinetic Upgrade?

Scaled Solutions Group is here to guide you every step of the way—from planning to implementation and optimization.

  • ✔ ERP Implementation & Upgrades
  • ✔ Epicor Kinetic Consulting
  • ✔ Customization & Integration
  • ✔ Testing & Optimization

Call: (866) 957-8419
Email: info@scaledsolutionsgroup.com
Website: www.Get-Scaled.com