Technical Prerequisites
Getting Ready for Epicor Financial Planner
Most EFP customers connect using a REST connection. For other options see Server Connections below.
Getting Ready for Epicor Financial Planner
Clients
Web & Mobile
Any of the following browsers in the latest version
- Chrome by Google
- Safari by Apple
- Edge by Microsoft
Excel Client add-in - Advanced
All the following prerequisites need to be met to install the Advanced Excel client add-in.
- Microsoft Excel 2013 or later
- 32 or 64 bit version.
- Microsoft Excel must be license activated (trial license is too limited).
- Microsoft Excel must be installed with one of the following additional options:
- Microsoft Excel / Add-ins / Power View
- Minimum physical memory available to Excel
- 4 GB RAM (32-bit) (small report sizes)
- 8-16 GB RAM (64-bit) (large report sizes)
- Windows 8 or later
- Basic requirements for Micrsoft office can be found here:
http://technet.microsoft.com/en-us/library/ee624351(v=office.15)
Server Connections
Epicor Kinetic (earlier called ERP, E10, E11) - REST Connect
- EFP supports all Epicor ERP releases in “Active” support stage as defined by Epicor.
- Notes:
- As of 2022-01-12, the oldest version on Active support is 10.2.600.
- From 2022-05-22 the lasted version on Active support is planned to be 10.2.700.
- For possible support of an Epicor ERP version in Enhanced Sustaining, or Sustaining – contact DSPanel.
- Note: No version earlier than 10.1.600 can be used with REST Connect. Certain functional limitations may apply.
Epicor Kinetic (earlier called ERP, E9, E10, E11) - Azure SQL synchronization
- All Epicor ERP (E10, E11) versions are supported.
- Microsoft SQL prerequisites
- SQL Azure Data Sync Agent - see prerequisites here: https://www.microsoft.com/en-us/download/details.aspx?id=27693
- No earlier versions than Microsoft SQL 2008 R2
- Note: Does NOT support Dynamic Drilldown to beyond Journal data from Finance/ GL.
Epicor P21 - REST Connect
- EFP supports all Epicor P21 releases with P21 Middleware installed.
- P21 Middleware needs to be version 2020.2.4214 or higher.
- Microsoft ASP.NET core 3.1.9 installed on P21 middleware server.
- Note: Does NOT support Dynamic Drilldown to beyond Journal data from Finance/ GL.
Epicor Enterprise (E7) - Azure SQL synchronization
- Microsoft SQL prerequisites
- SQL Azure Data Sync Agent - see prerequisites here: https://www.microsoft.com/en-us/download/details.aspx?id=27693
- No earlier versions than Microsoft SQL 2008 R2
- Note: Does NOT support Dynamic Drilldown to beyond Journal data from Finance/ GL.
Epicor iScala - Azure SQL synchronization
- Microsoft SQL prerequisites
- SQL Azure Data Sync Agent - see prerequisites here: https://www.microsoft.com/en-us/download/details.aspx?id=27693
- No earlier versions than Microsoft SQL 2008 R2
- Note: Does NOT support Dynamic Drilldown to beyond Journal data from Finance/ GL.