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Epicor Kinetic

Supplier Portal with AI-Driven PO Collaboration

Connect your buyers, suppliers, and ERP all in one place. With SourceDay, the entire purchase order (PO) lifecycle can be automated. This eliminates 80% of manual tasks, predicting risks before they impact production while helping ensure 100% PO data accuracy.

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Overview
Benefits
Capabilities
Resources
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What is it?

SourceDay is a cloud-based platform that extends Epicor Kinetic to your entire direct spend supplier network—digitizing and automating the full PO lifecycle. Ensure every purchase order is tracked from creation to receipt with real-time, line and release-level accuracy. Improve on-time delivery, reduce buffer stock, and boost procurement efficiency while keeping your Kinetic solution up to date.

  • PO tasks are centralized, automated, and standardized to streamline procurement workflows and reduce manual intervention.
  • All relevant PO information is accessible through a unified dashboard, providing a single source of truth for procurement teams.
  • Supplier performance metrics are visible in real time, enabling proactive management and continuous improvement.
  • Accurate, centralized data maintains consistency across systems and supports reliable decision-making.
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Benefits

Fully automate the PO lifecycle process

SourceDay streamlines the entire PO lifecycle by automating manual tasks, reducing errors, and minimizing delays. This provides real-time collaboration between buyers and suppliers, improving responsiveness and accountability.

  • Automatically updates PO changes and confirmations
  • Reduces manual entry and email chains
  • Drives accurate, timely order fulfillment
  • Updates Kinetic with all changes
Sourceday po lifecycle

Improve supplier reliability and on-time delivery

SourceDay fosters better supplier relationships by centralizing communication and helping suppliers consistently meet expectations with real-time PO updates and status tracking.

  • Automated reminders and alerts for due dates
  • Scorecards to monitor supplier performance
Sourceday supplier reliability

Contain costs through increased visibility, efficiency, and actionability

By providing clear insights and actionable data, SourceDay empowers procurement teams to make faster, smarter decisions. This helps reduce expediting costs, avoid late fees, decrease buffer stock, and prevent stockouts.

  • Centralized dashboards for real-time tracking
  • Actionable insights to prevent disruptions
  • Improved accountability across teams and suppliers
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Capabilities

Sourceday Diagram

PO Collaboration

SourceDay provides real-time visibility, predictibility and accountability helping manufacturing and distribution companies properly manage the purchase order lifecycle with all direct spend suppliers. Businesses can stay one step ahead by pro-actively identifying and addressing risks, continuously monitoring performance, and making informed decisions.

SourceDay makes it easy for suppliers to stay connected  with  flexible options for interacting with purchase orders. Whether suppliers prefer to engage directly from email to an interactive PO page, see a full-featured dashboard, utilize bulk import capabilities, or use more automated solutions like EDI or API, SourceDay meets them where they are. This flexibility helps suppliers respond faster, reduce errors, and strengthen supplier relationships.

Reporting and Dashboards

Interactive reports and dashboards equip procurement teams with real-time insights to accelerate decision-making, enhance supplier performance, and clearly demonstrate procurement’s influence on operational efficiency, financial agility, and supply chain resilience.

 
PO Exceptions

The PO Exception Dashboard gives buyers real-time visibility into how MRP change suggestions affect revenue, cash flow, and working capital—syncing exception messages like move-ins, move-outs, quantity changes, and cancellations to highlight opportunity costs and guide action.

 
Document Management

Buyers and suppliers can attach documents, such as drawings, bills of lading, special instructions, and more to a purchase order, item, and/or supplier.

 
Core Automation Workflows

Every SourceDay customer benefits from powerful, built-in automation workflows that deliver immediate value from day one. These workflows handle the delivery of new purchase orders, automated reminders, and real-time ERP-driven changes—keeping suppliers in sync. By eliminating manual tasks and reducing errors, SourceDay streamlines buyer-supplier communication and drives consistent alignment on every order.

 
Custom Automated Workflows

Add-on feature that enables users to design, manage, and deploy custom automation rules that automatically handle PO events like supplier updates, proposed changes, and cancellations. This feature empowers procurement and supply chain teams to eliminate repetitive manual work and enforce consistent response strategies across complex supplier networks.

 
SourceDay Intelligence

AI capabilities from SourceDay that enhance and automate human decision making. SourceDay Intelligence enables smarter resolution, recommended actions, and large-scale automation.

 
Platform Views

Unlimited, view-only licenses for counterparts who do not need edit access.

Resources

Links

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Get In Touch

Thousands of manufacturers rely on Epicor software to help them grow and scale. Bring us your questions. Tell us what's working and what's not. We'll work with you to curate the right solution for your business.

 

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