Epicor Kinetic Functional/Technical Consultant

TrustIT LLC; West Caldwell (NJ); Hybrid; USD 90,000 - 140,000; Full time

Job summary

TrustIT LLC seeks an Epicor Kinetic Functional/Technical Consultant for a remote role with onsite collaboration in West Caldwell, NJ. The contract spans 3–6 months, with ASAP start, targeting Epicor Kinetic 2025.1 or newer releases.

The specialist will optimize GL/BOM data structures, configure finance setups, and lead BPM/BAQ dashboards and Application Studio customizations. The role requires hands-on expertise in GL/BOM, security configurations, and extensive end-user enablement, including

Qualifications

• 5 years of direct Epicor ERP/Kinetic experience including version 2025.1 or modern web UI releases.
• Gains deep understanding of GL and BOM table structures and Kinetic data architecture.
• Ability to enable/disable module features via front-end settings and security configurations.
• Hands-on expertise with Application Studio, BPMs, BAQs, and dashboards.
• Experience configuring finance setups (COA, posting rules, tax setup, fiscal calendars).
• Strong documentation, change management, and stakeholder engagement skills.

Responsibilities

• Finance & Data Architecture: review GL and BOM tables, data relationships, and reporting impacts; advise on finance setups in Kinetic.
• Feature Enablement/Disablement & UI Controls: configure front-end settings to control UI elements and security.
• Front-End & Department Customization: tailor Home Pages by department with cards, KPIs, dashboards; standardize role configurations across personalizations and security groups.
• Automation, BPMs & BAQs: design/deploy BPM rules, BAQs, dashboards, and Application Studio customizations with version control and change management.
• Documentation & End-User Enablement: create solution designs, deployment steps, rollback plans; conduct UAT and train end-users and admins.

Skills

Epicor Kinetic

Application Studio

BAQs

Dashboards

BPMs

GL architecture

BOM data structures

Security configurations

UI customization

Finance setups

Job description

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.