How Epicor Kinetic Grid Personalization Works
Grid personalization typically involves changing the presentation of a list or data table within an application screen. Available options depend on the specific grid, application version, permissions, and configuration. Users may be able to select visible columns, change column order, adjust widths, sort records, or apply filters.
For example, an accounts payable specialist reviewing invoice records may prioritize supplier name, invoice number, due date, invoice amount, and payment status. A purchasing manager may instead emphasize supplier, order date, buyer, order status, and total order value. Each layout supports the same underlying business data while presenting it according to the user's responsibilities.
These changes generally affect how information is displayed rather than changing the underlying transaction. Users should distinguish presentation settings from edits to business records, because changing a column layout does not itself update an invoice, purchase order, or accounting entry.
Common Grid Personalization Options
The available controls vary by screen, but common grid adjustments include:
- Column selection: Show the fields needed for a particular review and hide less relevant columns when the interface allows it.
- Column ordering: Place key identifiers, dates, amounts, and statuses in a sequence that supports the task.
- Column width: Adjust space for long supplier names, reference numbers, descriptions, or monetary values.
- Sorting: Arrange records by due date, transaction date, amount, status, or another available field.
- Filtering: Narrow the displayed records to a useful subset, such as open transactions or a selected supplier, where filtering is supported.
- Saved preferences: Retain a personalized view when the application and configuration support saving or reusing the layout.
Users should verify which settings persist after leaving a screen or signing in again. Some preferences may apply only to the current session, screen, or user, while other configurations may be managed centrally.
Practical Uses in Finance and Operations
Grid personalization is useful when teams repeatedly inspect large sets of ERP records. Accounts payable staff can bring invoice dates, amounts, approval states, and payment information into one view. Accounts receivable staff can prioritize customer balances and receipt statuses. Buyers can organize purchase orders around suppliers, delivery dates, and order values, while inventory teams can focus on part numbers, locations, quantities, and availability.
Consider a finance employee reviewing open supplier invoices. A grid that places the due date, outstanding amount, approval status, and supplier name together makes it easier to identify invoices requiring attention. The employee can then open the relevant transaction to verify details and follow the appropriate approval or payment process. The personalized view supports the work; the underlying ERP transaction remains the authoritative record.
Within Epicor ERP, these screen-level adjustments complement broader business processes that connect purchasing, inventory, production, sales, and accounting. Consistent, task-focused views can help employees navigate records and review operational information with fewer unnecessary screen changes.
Best Practices for Personalizing Grids
Start with the business decision the grid needs to support. Choose columns that help users identify records, understand their status, and take the next appropriate action. Keep frequently used fields near the beginning, and avoid displaying information that does not contribute to the task.
Before adopting a layout across a team, confirm that the fields are available to the intended users and that sorting or filtering produces the expected records. Use clear conventions for dates, amounts, and status fields, especially when several employees work with the same transaction types. Follow organizational permissions and change-control practices when administrators manage shared configurations.
A practical Personalization Checklist Finance can document required columns, preferred ordering, filter criteria, user roles, and checks that confirm the view supports the intended financial workflow. Revisit the layout when responsibilities or reporting requirements change.
Grid Personalization and Connected Finance Workflows
Personalized grids improve how employees view ERP information, while connected workflow tools can support activities that span multiple screens or systems. For example, the Hyperbots Platform supports company-specific configurations involving ERP integration, workflows, roles, and general ledger structures through a no-code framework. Its Process Specific Capabilities are designed around individual finance processes, while Ready to Deploy Capabilities provide pre-trained agents, ERP connectors, and configurable setup for finance tasks.
Where finance workflows involve transaction review, Human in the Loop approaches keep employees involved in approvals and exceptions. Self Learning Capabilities can use human actions and feedback to refine supported workflows over time. These capabilities serve a different purpose from grid personalization: a customized grid changes the presentation of records, whereas workflow automation can help process and coordinate work around those records.
For ERP teams evaluating broader integration options, Supercharge Your ERP: AI Add-Ons for Instant Efficiency discusses extending an ERP with AI-supported workflows, while Best ERP Systems & Vendors in 2025 – Unbiased Scorecard provides a comparison-oriented perspective on ERP systems and vendors. These wider considerations are separate from the settings available on any individual Kinetic grid.
Related Financial Concepts and Summary
Grid personalization supports information review rather than directly calculating financial measures. For instance, Amortization Add Back and Depreciation Add Back are financial concepts used when reconciling accounting profit with cash flow or valuation measures. A grid may help users locate related records or supporting figures, but the accounting treatment depends on the underlying transactions and applicable reporting rules.
Similarly, a grid can display tax-related fields that help reviewers examine jurisdiction, exemption, or tax amount information. Effective tax compliance still depends on applying the appropriate rules and validating the transaction details. In Epicor environments, broader finance automation may also support receipt processing: How Hyperbots AI Agents 10x Epicor Finance Operations covers AI support for finance activities, including matching customer payments and remittances, while Closing Epicor Finance Gaps with Hyperbots AI Agents addresses extending finance workflows around Epicor.
Summary
Epicor Kinetic Grid Personalization allows users to tailor data-grid layouts to their roles and recurring tasks. By selecting relevant columns, arranging information logically, and applying supported sorting or filtering, teams can review ERP records more efficiently and support consistent operational and financial workflows. The best layout reflects the user's actual decisions while preserving the integrity of the underlying business data.
Summary
Epicor Kinetic Grid Personalization is the customization of data-grid layouts in Epicor Kinetic, allowing users to organize columns and records around their roles and recurring tasks.