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Kinetic Enterprise Search

Search-engine-style queries deliver swift, open-ended insights, boosting productivity and adaptability. ​​

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Overview
Benefits
Capabilities
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Instantly Find What Matters

Enterprise Search introduces a familiar, search-style experience that returns relevant information as soon as users ask for it. Instead of navigating screens or reports, teams can surface related records, context, and details instantly—helping work move forward with less friction and more clarity.

  • Familiar search experience across business data
  • Instant results with context, not just records
  • Built-in, role-based access and security
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Benefits

Quick Access to Essential Business Records

Find key details quickly without cumbersome steps. Access relevant information in one place, reducing manual effort. Each query mimics common online searches, so data stays visible, teams move faster, and tracking performance remains straightforward.

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Role-Based Permissions Preserve Data Standards

Designate who sees particular insights based on responsibilities. Avoid confusion or unintended visibility by following your established policies. This locked-down method ensures each individual focuses on relevant items, reinforcing oversight and consistent data practices.

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Enterprise Search Advanced for Greater Control

Refine what appears in your results by customizing BAQs and indexing. Introduce calculated fields or link external data. Gain extra depth for evolving operations. Adjust queries and keywords so each department views exactly what matters, matching broader strategies.

  • Refine index items for tailored results
  • Adjust BAQ settings to fit unique goals
  • Include special keywords or new logic 
  • Connect outside sources for added depth
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Capabilities

Advanced Query Tools

Enterprise Search operators let you pinpoint records swiftly. Combine AND or OR to manage multiple terms, enclose phrases in quotes for exact matches, and use minus to exclude unwanted items. For example, searching “Steel Louisville” returns only records referencing both terms, trimming noise and saving time. This precision helps teams access key details faster.

Auto-Updated Index

Track changes with continuous updates that make fresh details searchable almost immediately. This keeps information current and actionable, so teams can rely on the latest entries when making decisions, reducing guesswork and improving daily efficiency.

Flexible Results Viewing

Switch between narrative or structured layouts to match your preferences. Read data as flowing text or scan rows in a grid. These adaptable views help individuals tackle different tasks, ensuring that important information remains in sight at all times.

Role-Enforced Access with Kinetic Security

Trust the existing role-based framework. Search results honor Kinetic’s permissions, preventing unwanted visibility. This built-in safeguard allows teams to maintain consistent data oversight, preserving confidentiality without extra administrative layers.

Object-Based Filters

Refine search results by object using a quick selector. Skip unrelated items and focus on the relevant subset. This straightforward tool streamlines daily lookups, letting users navigate directly to the right records with minimal effort.

In-Query Keywords

Embed special terms in your queries to filter instantly. Apply tags like “tag:Category” for direct results. This flexible method merges text commands with standard searches, helping users find crucial data fast, cutting back on unnecessary scrolling.

Default Search Index

Access roughly 29 Kinetic objects from the start. Core data tables are indexed automatically, allowing quick adoption of search functionality. This built-in setup covers common records right away, making initial searching simple and convenient. ​​

Related Business Applications

Application Studio

BAQs provide structured data views that integrate seamlessly into custom Application Studio configurations. Users can embed query-driven insights directly into tailored screens, fields, and workflows, ensuring that configurations reflect accurate, real-time business data without requiring complex coding.
Enterprise Search Advanced

BAQs improve search accuracy by defining indexed fields, calculated values, and filtered data sets. Users can refine search results by tailoring BAQs to match specific business needs, enabling quick retrieval of critical ERP records and ensuring information aligns with operational priorities.
Epicor User Defined Services

BAQs simplify Epicor User Defined Services development by structuring data retrieval within user-defined fields and extensions. Developers can use BAQs to expose key ERP data via automatically generated REST endpoints, ensuring that integrations and custom applications access the most relevant and organized information.
Business Process Management (BPM)

BAQs support BPM automation by delivering structured data for decision-making within workflow rules. Queries filter and retrieve relevant records, allowing BPMs to trigger actions based on real-time conditions, enforce business logic, and streamline process automation across departments.
REST API

BAQs refine the data made available through REST APIs, creating structured views that external applications can query without direct database interactions. This approach optimizes system performance, simplifies integrations, and ensures external tools retrieve only necessary and validated ERP data.
Epicor Functions

BAQs enhance Epicor Functions by acting as standardized data sources for internal and external calls. These queries structure the data feeding functions, enabling consistent logic execution and reducing redundancy when integrating with applications, third-party tools, or custom automation workflows.

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