Job Summary: Epicor Kinetic Functional/Technical Consultant
Position Title: Epicor Kinetic Functional/Technical Consultant
Location: Remote with Onsite Collaboration in West Caldwell, NJ
Duration: 3 6 Months Contract
Start Date: ASAP
Target Version
Epicor Kinetic 2025.1 (or recent Kinetic releases with demonstrable upgrade knowledge)
Core Specialty
Finance & Operations Setup, Application Studio, BPMs, BAQs, Dashboards, Role-Based UI Customization
Data Architecture: GL (General Ledger) & BOM (Bill of Materials) Data Structures
Key Responsibilities
Finance & Data Architecture: Review and validate GL and BOM tables, data relationships, and reporting impacts. Advise on and adjust Finance setups in Kinetic (Chart of Accounts, Fiscal Calendars, Posting Rules, Tax setup).
Feature Enablement/Disablement & UI Controls: Configure front-end settings (Menu Maintenance, User Security, Process Settings) to disable specific UI elements, such as labor/burden rate visibility in trackers and Tax Y/N popups in Quote Entry.
Front-End & Department Customization: Customize Home Pages by department with targeted cards, tiles, KPIs, and dashboards. Establish default role configurations across personalizations, layouts, navigation, and security groups.
Automation, BPMs & BAQs: Design and deploy Business Process Management (BPM) rules, Business Activity Queries (BAQs), interactive Dashboards, and Application Studio customizations aligned with enterprise change management and version control best practices.
Documentation & End-User Enablement: Create clear technical documentation (solution designs, deployment steps, rollback plans), conduct UAT sessions, and deliver role-based training and quick-reference guides to end-users, administrators, and IT.
Required Qualifications & Skills
5+ years of direct experience working with Epicor ERP / Kinetic, with specific experience in version 2025.1 or modern web UI releases.
Deep understanding of GL and BOM table structures and overall Kinetic database architecture.
Proven ability to enable/disable module features via front-end settings and security configurations.
Hands-on technical expertise with Application Studio, BPMs, BAQs, and Dashboards.
Proven background configuring Finance setups (COA, posting rules, tax setup, fiscal calendars).
Strong documentation, change management, and stakeholder engagement skills.