Know your ERP. Know your numbers.

Start from your role

ERP administrators

• How a Prophet 21 system fits together
• Planning a Prophet 21 data import
• DynaChange, a report or an integration?
• SQL Server care for an ERP database
• Security roles and access reviews

Report writers

• Reading P21 data with SQL, safely
• BAQ fundamentals and wrong totals
• Custom transactional forms
• T-SQL patterns for ERP reporting
• Crystal Reports techniques

Developers

• Calling the Kinetic REST v2 API
• Functions, BPMs or customizations?
• Prophet 21 integration options

Finance and operations

• Inventory turns, days on hand and GMROI
• The cash conversion cycle
• Landed cost and freight terms
• Month-end close for distributors
• Vendor rebates and special pricing
• Sales tax for distributors

Owners and project leads

• Choosing an ERP for distribution
• ERP go-live cutover checklist
• Prophet 21 and Kinetic compared
• Designing an operations dashboard
• Build, buy or partner
• Choosing a vendor

Browse by topic

Prophet 21Architecture, DynaChange, Crystal forms, safe SQL, data imports and integration paths.

Epicor KineticBAQs that total correctly, the REST v2 API and where custom logic belongs.

Distribution operationsThe industry and its numbers: turns, fill rate, cash cycle, pricing, rebates, returns, EDI, sales tax, card fees.

ERP projectsGo-live cutover, month-end close, upgrades and choosing a system, as checklists you can work through.

ReportingT-SQL patterns, Crystal Reports techniques and how to design a dashboard people use.

First and third partiesWhat to keep in house and what to hand to others: build or buy, choosing vendors, contracts, security, risk and leaving cleanly.

ReferenceA glossary, a KPI formula sheet, a Prophet 21 and Kinetic comparison and troubleshooting tables.

Tools you can use today

Each tool runs in your browser and sits next to the guide that explains it. Nothing you type leaves the page.

Tool	What it answers	Guide
Inventory turns and GMROI	How hard is my inventory working?	Inventory turns and GMROI
Cash conversion cycle	How many days of cash does my operation tie up?	The cash conversion cycle
Early-pay discount	Is 2/10 net 30 worth taking?	The cash conversion cycle
Safety stock, reorder point and EOQ	When should I reorder, and how much?	Safety stock, reorder point and EOQ
ABC classifier	Which items deserve the most counting and attention?	ABC analysis and cycle counting
Fill rate	What share of demand did I ship the first time?	Fill rate, OTIF and backorder rate
Margin and markup	What price hits my target margin?	Pricing and margin
Shrink rate	How much inventory are we losing?	Inventory adjustments and shrink
Rebate accrual	How much rebate have we earned, and where does it go?	Vendor rebates and special pricing
Landed cost per unit	What did this item cost me, delivered?	Landed cost and freight terms
Per-unit pricing	What does a price per hundred come to per each?	Units of measure
Total cost of ownership	What will this vendor cost over five years?	Build, buy or partner
Vendor scorecard	Which of these vendors fits us best, by our own weights?	Choosing a vendor

How these docs are written

Every page is original writing from our own working experience. We do not reproduce Epicor documentation, and we do not publish anything from client systems. Where a page states a fact or a statistic that is not self-evident, it lists a public source. Every page is also available as Markdown for your notes or your AI assistant.

Read more in About these docs. If you spot an error, tell us at support@lumina-erp.com.

If you would rather talk it through, book a call.