Originally posted on https://tomerlin-erp.com/epicor-erp-upgrade/
It’s time to upgrade to Epicor 10.2 if you are on Vista, Vantage, Epicor 9, Epicor 10.0, or Epicor 10.1
Epicor Upgrade Services from Vista, Vantage, Epicor 9, Epicor 10, or Epicor 10.1 to Epicor 10.2. Tomerlin-ERP began supporting Epicor software when the active version was v3.2. Tomerlin-ERP consultants have over 20 years of experience upgrading hundreds of Epicor ERP installations. There are two upgrade options. Option #1 is a 100% data migration. Within Option #1, there are again two alternatives, the Epicor Cirrus Cloud Upgrade/Migration or the standard Epicor Data Migration Utility. Option #2, using the Epicor Data Management Tool (DMT), brings over only the static data, like, Customers, Customer Contacts, Customer Ship-Tos, Customer Ship-Tos Contacts, Suppliers, Supplier Contacts, Supplier Purchase Points,Supplier, Purchase Point Contacts, Parts, Part Revisions, Part Lot #s, Part Serial #s, Part quantity by location, Part Costs, Open Sales Orders, Open Purchase Orders, Open Job Headers, Open AR Invoices, Open AP Invoices, and beginning GL Balances. Closed Documents can also be brought over. In addition, all dependency field data, like, Countries, Territories, FOBs, etc. And of course, we fully implement all new modules or new aspects of existing modules.
Total Data Upgrade and Migration
Epicor’s Cirrus Cloud Data Upgrade/Migration
So, if you are still on Vantage or Vista version 8 and want to upgrade to Epicor ERP 10.2 or higher, we recommend you use Epicor’s new cloud-based data migration tool, called Cirrus. However, we recommend the Cirrus cloud option only if your original implementation was performed correctly and since the implementation your Epicor users have enter all data correctly. If the answer is yes, then you will have a great upgrade experience using the new Cirrus upgrade tool.
Epicor’s Data Upgrade/Migration Utility
Another total data migration alternative, is the standard Epicor, one size fits all, data migration. If you are on Epicor 9 or higher, you have a clean database, your original implementation was well-done, you have only a few customizations, and generally your Epicor users have made complete and accurate data entries since the implementation, then using the Epicor standard formula based data migration tool will be perfect for you. It is much less expensive than using Epicor’s Cirrus cloud option.
DMT Data Migration
Static Data Upgrade/Migration
However, if you are on Vista or Vantage version 8 or earlier, or if your last implementation poorly performed and since that implementation your users have not enter data completely and/or correctly, Cirrus nor the Epicor Data Migration Utility will fix your database during the upgrade. No matter the version of Epicor software from which you are migrating, if your database is bad now, it will be just as bad after the migration. If this is the case, then your only option is to bring over static data only, leaving the transactional data behind. Our recommendation is to take advantage of this opportunity, which may not come again for years, and have an experienced, capable Epicor ERP consulting firm, like Tomerlin-ERP, correctly implement your new Epicor ERP software and then bring over your static data from your old Epicor software. With training on your new software, your staff will be able to correctly and timely entered data into your new Epicor ERP 10 software. As a result, you will benefit from all of the functionality you thought you had purchased all of the many years ago.
If you ever thought your company owned the most expensive word processor on the planet and you are ready to upgrade your Epicor ERP software, let Tomerlin-ERP do it for you. With a clean, fully integrated and properly implemented database, your word processor days will be behind you. You will finally have that fully functioning Epicor ERP system you thought you bought years ago.
Ask Tomerlin-ERP to perform an assessment of Epicor ERP database and recommend your best upgrade path to take. We will recommend the best option for your company when you are ready to upgrade.
To learn more about your upgrade options, contact us now at 818-887-9162.