Epicor Kinetic

Tools Exam Guide

Everything you need to know to

prepare for your certification exam
 Kinetic Tools Certification Exam Guide

Target Achiever Profile

This exam is designed to target the skills and abilities required to earn an Epicor Tools Certification.
Passing this exam is a validation of the expertise required to operate, support, or consult on Epicor
tools. The certified earner will be able to manage comprehensive solutions to search, retrieve and
display data, modify business process flows, customize forms, and customize reports. The earner
demonstrates the ability to design resource tools to inform users and solve practical or abstract
problems.

Exam Details:
• An online-remote proctored exam
• Content: 100 questions multiple choice
• Passing score: 75%
• Estimated time to complete: 120 minutes
• Registration fee: USD $250; Retake fee: USD $175
• References: No hard-copy or online materials may be referenced during the exam
• Prerequisites: None required; virtual training attendance highly recommended
• You may use the following site if you need translation help (https://translate.google.com/)
Please remember that this is a closed-book test; you may not use any other sites or resources.
If you visit any other sites while taking this exam, it will result in a Rules Violation from
our vendor, and the test will be deemed a FAIL.

Exam Registration Info:

1. Login to Epicor Learning Center.
2. Navigate to Certifications > Certification Registration.
3. Search for and select the desired exam.
4. Select Assign to me.
5. Please note that each Certification Exam has an associated fee.
a. In the case of a failed exam, each exam retake will be billed at the listed price.
b. To retake the exam, you may register 14 days after the original exam attempt.
6. If you have not previously done so, download the RPNow Secure Testing Browser.
7. If you have already downloaded the RPNow Secure Testing Browser, open the application
from your desktop.
8. Once the RPNow Secure Testing Browser is open, the system will ask for an Exam Token to
verify the Certification Exam you wish to attempt.
a. Copy and paste the Exam Token displayed on the registration page of Epicor Learning
Center.
9. Before you begin your exam, ensure your testing environment and testing behavior comply
with the Epicor University exam rules in the Certification Program Guide.
10. You are now ready to begin your exam, good luck!

2 December 2023
 Kinetic Tools Certification Exam Guide

Exam Rules
Exams are designed to be challenging and to ensure participants can apply their knowledge to reality-
based scenarios. All exam questions align to content concepts outlined in the Exam Guide, but as it is
knowledge applied, there will not be a 1:1 tie back to a statement in a course. For each closed-book,
independent exam, you must respect the following rules:

Your Environment:
• Be in a private, well-lit room.
• Have a working webcam.
• Clear your workspace of all paper.
• Clear your workspace of any training documents or reference materials.
• No other person can enter the room during the duration of the exam.
• The room should be as quiet as possible - sounds such as music are not permitted.
• When prompted, perform a 360-degree scan of your environment to ensure that your
workspace and exam area comply with all the rules. Use care, take your time, and ensure you
are scanning all aspects, the desk, surrounding area, walls, etc.
You Must:
• Download and launch all exams in the PSI Secure Browser (RPNow).
• Have a valid photo Identification Card - Military IDs and credit cards are not allowed.
• Complete the exam in one sitting.
• Always stay in the room and within the webcam view.
You are permitted to:
• Use VPN Software during the exam.
• Use GoogleTM or BaiduTM translation sites during an exam.
Absolutely No:
• You may not take notes or use pens, paper, or electronic devices of any type throughout the
exam.
• Electronic devices are not allowed during the duration of the exam - no headset, earbuds,
phones, tablets, etc.
• You are expressly prohibited from copying or replicating questions or answers in any way, to
include but not limited to screen captures, photos, oral transcriptions, or any form of digital
export.
• No additional technology can be used during the exam, including but not limited to cell
phones, tablets, multiple monitors, or additional cameras.
• Email, browser navigation, and internal communication applications are not allowed during
the duration of the exam.

3 December 2023
 Kinetic Tools Certification Exam Guide

Exam Topic Area Objectives & Recommended Courses

All exams assess knowledge applied with questions referencing the noted topic areas. We recommend
using available resources to build skillset and knowledge, including Hands On, Classic Embedded
Education, Video Courses, Live Virtual Training, Knowledge on Demand, Guided Learning, Online Help,
User Guides, and Technical Reference Guides.

Content Areas:
Topic Exam Weight
Business Activity Queries 20%
Dashboards 15%
Business Process Management 15%
Functions 10%
Epicor SSRS Reporting 10%
Automating Epicor SSRS Reports and Using Routing Rules 5%
Searches 5%
Basic REST 5%
Epicor Data Discovery 5%
Developer Tools 5%
Application Studio 5%

Topic Area and Related Objectives Recommended Training Resources

Epicor Certification is designed to be flexible; you decide your training path. Whether you need to
learn a little or a lot, we’ve got you covered. Each Certification is divided into Topics and Categories
(Understanding, Setting Up, Using) and each topic has recommended training courses. We have
coded all courses and created agendas and roles that align.

• If you are new to this Certification Topic and want to work through the entire program, you can
assign yourself to the desired Certification Role. All the recommended content will be assigned,
with individual agendas for each topic. Certification roles use the following naming convention
“Certification: Exam Name”
• If you want focus on one Certification Topic within an Exam, you can search for and complete just
that agenda. All agendas use the following naming convention “Certification: Topic Name”
• If you just want to refresh on one or to concepts, use the Catalog > Course Search – and filter by
Role, you can further refine this with Category and Subcategory. Note – you have to select
Category before you can select Sub Cat.

Business Activity Queries

Understanding Videos:
• Identify table relation types • Creating a Business Activity Query (BAQ)

4 December 2023
 Kinetic Tools Certification Exam Guide

• Identify subquery relationships

Kinetic Help Articles:
Setting Up • BAQ – Working with Business Activity
• Utilize field help and Data Dictionary Viewer Query Designer
• Using Database Viewing Tools
Using • Creating New Query
• Demonstrate use of BAQ designer toolset • Creating an External Query
• Build updatable BAQ based on required results • Using the Business Activity Query (BAQ)
• Manage BAQs using Overflow menu options Designer
• Demonstrate all BAQ search functionality • Selecting Display Fields
• Manage query execution settings • Creating Calculated Fields
• Export BAQ • Defining Field Attributes
• Creating subqueries • Defining the Sort Order
• Defining BAQ Searches
• Setting Up Execution Settings
• Using Query Parameters
• Entering an Advanced Group By Clause
• Aggregating Data Using PIVOT and
UNPIVOT
• Testing a Query
• Viewing Where Queries Are Used
• Closing All Tabs

Kinetic ICE Tools User Guide:

• Chapter 1: Business Activity Queries

Dashboards

Understanding Hands-On:
• Understanding publish and subscribe • Working with Dashboards
• Understanding dashboard elements: search,
grid, and graphic elements Kinetic Help Articles:
• Understand updateable dashboards • Dashboards Overview
• Modifying Kinetic Dashboards
Setting Up
• Identify security permission requirements Kinetic ICE Tools User Guide:
• Setting up dashboards with refreshed data • Chapter 9: Dashboards
• Chapter 10: Dashboard Utilities
Using • Chapter 11: Updatable Dashboards
• Design a dashboard
• Create foreign key views
• Deploy a dashboard for user menu access
• Develop an updatable dashboard

5 December 2023

• Manage dashboards
Business Process Management
Understanding
• Identify appropriate use cases for Business
Process Management
• Understand how to manage Business Process
Management
Setting Up
• Identify security permission requirements
Using
• Interpret trace log results
• Design BPMs using workflow elements
• Determine when to use Method Directives versus
Data Directives
Functions
Understanding
• Understanding Function Libraries
• Understanding Function benefits in Kinetic
Setting Up
• Deploying Function Libraries
• Setting Up the Function Administrator Group
Using
• Triggering Functions
• Linking Application Studio to Functions
• Using the Internal Use Only option
• Using Library Type options
Epicor SSRS Reporting
Understanding
• Describe the three report types
• Understanding report data definitions
• Understanding report styles
6 December 2023
Kinetic Tools Certification Exam Guide
Videos:
• Creating Alerts Using Method Directives
Kinetic Help Articles:
• BPM User Rights
• Using BPM for Attribute Tracked Parts
• Calling BPM Auto Print, MRP, or Multi-
Company Processes
Kinetic ICE Tools User Guide:
• Chapter 5: Business Process
Management
• Chapter 6: Custom Business Process
Management
• Chapter 7: Business Process
Management Utilities
Videos:
• Extending Your Business Processes
Through Epicor Functions - Classic
Kinetic Help Articles:
• Invoking Epicor Functions
Kinetic ICE Tools User Guide:
• Chapter 5: Business Process
Management (Epicor Functions Section)
Videos:
• Creating BAQ Reports
• Creating a Custom SSRS Report Style
 Kinetic Tools Certification Exam Guide

Kinetic Help Articles:

Setting Up • Using Report Options, Filters, and
• Installing Microsoft Report Builder Advanced Options
• Connecting to the SSRS server • Selecting a Network Printer
• Setting Up a Client Printer
Using • Previewing the Report
• Manage Epicor Kinetic Reports • Emailing Reports
• Design BAQ Reports • Generating Reports
• Design an Electronic Compliance process • Accessing the System Monitor
• Using Microsoft Report Builder • Designing an SSRS Report
• Maintaining Network Printers
• Creating Electronic Reports
• Duplicating Electronic Report Files or
Definitions
• Defining Report Structure
• Creating Report Styles
• Setting Up the Check Printing in MICR
Check Printer Maintenance
• Creating Reports in BAQ Report
Designer

Kinetic ICE Tools User Guide:

• Chapter 3: BAQ Report Designer

Epicor ERP Implementation User Guide:

• Chapter 13: Reporting Tools

Automating Epicor SSRS Reports and Using Routing Rules

Understanding Epicor ERP Implementation User Guide:

• Understand how styles work with routing rules • Chapter 13: Reporting Tools
• Understand how reports work with E-Mail and
printing

Setting Up
• Set Up Edge Agent Printing

Using
• Using the routing rule designer
• Using routing rules to auto-preview sales orders
• Creating Auto Print BPMs

7 December 2023
 Kinetic Tools Certification Exam Guide

Searches

Understanding Videos:
• Identify different search types • Using Searches
• Understand Predictive Searches
• Understand Enterprise Search queries Hands-On:
• Working with Searches
Setting Up
• Setup BAQ Search in BAQ Designer Kinetic Help Articles:
• Searching with Attributes
Using • Using Personalized Search
• Create configurable searches using Quick • Maintaining Quick Search
Searches • Working with Search Chips
• Create and share a BAQ search • Working with Data Tags
• Search for related data from a standard search
window using Advanced Searches Kinetic ICE Tools User Guide:
• Define a Named Search and use the auto- • Chapter 4: Searches
populate and auto-load options
• Use Data Tag searches to find and select records
that are grouped by tags

Basic REST

Understanding Videos:
• REST API Help Page (Swagger) • What is an API and How Does Epicor Use
• Differences between Version 1 and Version 2 Them?
• Access Scope • Setting Up Certificates in a REST
• API Key Maintenance environment

Using Kinetic Help Articles:

• Running REST API in Help Page • REST Services Guide – Introduction
• Using syntax in REST requests • Overview of REST API v.2
• Configuring REST
• Using REST API Interactive Help
• Calling Kinetic Services
• Invoking Epicor Functions
• Creating API Keys

Additional Resources
• REST Developers Guide (in Kinetic Help)

8 December 2023
 Kinetic Tools Certification Exam Guide

Epicor Data Discovery

Understanding Videos:
• Understand the components in a data discovery • Creating Runtime Views Using Epicor
widget Data Discovery
• Exploring Runtime Views Using Epicor
Setting Up Data Discovery
• Setting up EDD Account permissions
• Setting permissions for data source options Kinetic Help Articles:
• Understanding Data Discovery
Using • Exploring Data Discovery
• Design new views using BAQ data sources • Adding Views
• Demonstrate use of data discovery design • Designing Views
components • Filtering Views
• Create an Epicor Data Discovery Dashboard • Printing Views
• Adding Dashboards
• Designing Dashboards
• Exporting and Importing Dashboards

Developer Tools

Understanding Kinetic Help Articles:

• Understanding the Network tab actions • Debugging Applications

Using User Guide

• Launching Developer Tools • Application Studio User Guide -
• Using the Network tab to view Business Objects Debugging Applications
• Enabling built-in debugging with commands and
keyboard shortcuts

Application Studio

Understanding Videos (Core Concepts and Approaches)

• Understand standard Application Map
• Understand Layout, Data Rule, Event, and Data
View designers
Setting Up
• Setting up security to Application Studio
• Setting up customizations with Data Rules
Using
• Introducing Application Studio
• Working with Layers in Application
Studio
• Using Application Studio Homepage
Videos (Basic UI Modification)
• Working with Components in
Application Studio
• Adding Widgets in Application Studio

9 December 2023
 Kinetic Tools Certification Exam Guide

• Launch Application Studio from an app, • Working with Data Rules in Application
Application Studio Home Page, keyboard Studio
shortcuts • Creating Sliding Panels in Application
• Create, save, and publish layers Studio
• Add a new tab / page with navigation • Building Events in Application Studio
• Promote personalization to customization
Hands-On
• My First Layer in Application Studio
• Using Grids in Application Studio
• Using Data Rules in Application Studio
• Working with Dashboards in Application
Studio

About Epicor
We’re here for the hard-working businesses that keep the world turning. They’re the companies who make, deliver, and sell the
things we all need. They trust Epicor to help them do business better. Their industries are our industries, and we understand
them better than anyone. By working hand-in-hand with our customers, we get to know their business almost as well as they do.
Our innovative solution sets are carefully curated to fit their needs and built to respond flexibly to their fast-changing reality. We
accelerate every customer’s ambitions, whether to grow and transform, or simply become more productive and effective. That’s
what makes us the essential partners for the world’s most essential businesses. Visit epicor.com

The contents of this document are for informational purposes only and are subject to change without notice. Epicor Software Corporation makes
no guarantee, representations, or warranties with regard to the enclosed information and specifically disclaims, to the full extent of the law, any
applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality, or reasonable skill and care. This
document and its contents, including the viewpoints, testimonials, dates, and functional content expressed herein are believed to be accurate as
of its date of publication 2023. Use of Epicor products and services are subject to a master customer or similar agreement. Usage of the
solution(s) described in this document with other Epicor software or third-party products may require the purchase of licenses for such other
products. Epicor, the Epicor logo, and Epicor Learning Center are trademarks or registered trademarks of Epicor Software Corporation in the
United States, and in certain other countries and/or the EU. Copyright © 2023 Epicor Software Corporation. All rights reserved.

10 December 2023