Prepare Epicor Data Before Running MRP
MRP results depend on the accuracy of the data used in the calculation. Start by reviewing the planning inputs for the plant, parts, and production horizon you intend to process. Menu names and available options can vary by Epicor Kinetic version, company configuration, and security permissions, so follow the workflow configured for your environment.
- Demand: Review sales order due dates, forecasts, and other demand sources included in planning.
- Inventory: Check on-hand quantities, allocated stock, inspection status, and warehouse or bin records where applicable.
- Bill of materials: Confirm component quantities, effective dates, revisions, and parent-child relationships.
- Supply: Review open purchase orders, released jobs, scheduled receipts, and existing manufacturing orders.
- Planning parameters: Verify lead times, minimum or maximum order quantities, safety stock, order policies, and planning time fences.
Review Mrp Demand as part of this preparation: it represents the need for materials generated by sources such as sales orders, forecasts, and dependent demand from parent assemblies. Correct dates and quantities help Epicor calculate when components must be available.
How to Run MRP in Epicor
Use the MRP or material planning process available in your Epicor environment. In many implementations, planners access the relevant planning activity through the production management or materials management area. Confirm the selected company, plant, and planning settings before submitting the process.
- Step 1 — Select the planning scope: Choose the applicable plant and define the planning horizon or date range supported by your setup.
- Step 2 — Review calculation options: Confirm whether the run should process the intended demand and supply records and whether the selected mode is appropriate for the planning cycle.
- Step 3 — Submit the MRP process: Start the calculation and monitor its progress through the available process status or task history.
- Step 4 — Confirm completion: Review the completion status and any processing messages before using the generated recommendations.
- Step 5 — Review planning output: Open the relevant planning workbench, suggestions, or exception views to examine recommended jobs and purchase actions.
MRP calculates requirements from the selected data and settings; it does not mean every recommendation should automatically become a released job or purchase order. Planners should review proposed dates, quantities, and priorities before taking action.
Review MRP Results and Convert Suggestions into Actions
After the run, review the recommendations against production priorities and supplier commitments. Suggested jobs can indicate that an item should be manufactured, while purchase suggestions can identify materials to replenish from suppliers. Depending on configuration, planners may need to firm, release, or otherwise process recommendations using the appropriate Epicor functions.
For example, suppose a production order requires 120 units of a component. The company has 35 usable units available and 25 units due from an open purchase order before production needs the material. Ignoring other demand and safety-stock requirements, the uncovered requirement is 120 − 35 − 25 = 60 units. MRP can use the relevant demand and supply records to calculate a recommendation, but the planner should verify dates, order multiples, and other requirements before placing or releasing an order.
Check that the recommendations fit the production schedule and supplier lead times. If a required component is due after its parent job starts, review the date alignment and determine whether the demand date, supply date, or schedule needs updating.
Common Checks After the Run
Use the output to identify exceptions that need planning attention. A completed process is only useful when the resulting recommendations are consistent with the business’s actual demand and supply position.
- Missing recommendations: Confirm that the part is included in planning and that its demand falls within the selected horizon.
- Unexpected quantities: Recheck inventory availability, allocations, bill-of-material quantities, order policies, and competing demand.
- Dates that do not align: Review lead times, supplier dates, production calendars, and operation scheduling.
- Duplicate or unnecessary supply: Check open purchase orders and jobs to ensure existing supply is reflected correctly.
- Repeated changes: Investigate whether updated orders, inventory transactions, or planning parameters changed the underlying inputs.
MRP should be rerun when material changes to demand, inventory, or supply require refreshed planning recommendations. Follow the organization’s planning cadence and change-control process so production and purchasing teams work from consistent information.
Connect Planning with Finance and ERP Workflows
Material planning affects purchasing commitments, inventory valuation, production costs, and the timing of supplier payments. Integrating epicor with related operational and finance workflows helps teams keep planning data and downstream transactions aligned. For instance, accurate receipt and invoice records support the reconciliation of materials purchased against what suppliers billed.
Month-end close also depends on recognizing materials received or consumed in the correct period. Reviewing goods received but not invoiced (GRNI), accrual estimates, booking, and reversals helps finance teams account for transactions around the cut-off date. The guide Run Your Entire Small Business on Free AI-Powered Software in 2025 discusses software-supported finance workflows that include accruals and related month-end activities.
Once a supplier invoice is approved, a Payment Run is a separate payments process that groups eligible invoices for payment according to due dates, payment methods, and approval rules. It does not replace MRP; it follows the purchasing and accounts payable workflow.
For organizations extending finance processes around ERP transactions, the Hyperbots Platform supports company-specific configurations such as ERP integration, workflows, roles, and general ledger structures. Its Process Specific Capabilities focus on domain-relevant automation across defined workflows, while Ready to Deploy Capabilities include pre-trained agents and ERP connectors for finance tasks.
Where invoice or transaction coding needs refinement, Self Learning Capabilities allow co-pilots to learn from human actions. Human in the Loop workflows can route exceptions for review and use feedback to improve subsequent processing. These finance capabilities complement MRP by supporting the accounting and payment activities associated with purchasing and production.
When customer receipts need to be matched to remittances and invoices, How Hyperbots AI Agents 10x Epicor Finance Operations covers related finance automation, while Closing Epicor Finance Gaps with Hyperbots AI Agents discusses extending Epicor workflows for cash application and other finance processes.
Summary
To run MRP in Epicor, validate demand, inventory, bills of materials, open supply, and planning parameters; select the appropriate planning scope; submit the calculation; and review the resulting job and purchase suggestions. Confirm dates and quantities before converting recommendations into operational actions. Consistent planning inputs and follow-up checks help manufacturing, procurement, and finance teams coordinate material availability, supplier commitments, and financial reporting.