Quote-Level Capable-to-Promise Button in Kinetic

@tangramua

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@n2rtechnologies

Hi, I've built Epicor Kinetic customizations extending Quote Entry with inventory logic before. You need the Capable-to-Promise function mirrored from another screen—I can wire that into the Quote module using C# and JavaScript without breaking existing workflows. Message me to discuss the approach. Best Regards, Hasan

@techplusintl

Hi, ★★★ C# / BPM Expert ★★★ 8+ Years of Experience ★★★ I can extend the Epicor Kinetic Quote Entry screen with the Capable to Promise functionality, including verification of inventory, delivery date estimation, and manufacturing capacity confirmation. This will include: - Implementing a new button for sales users. - Mirroring existing calculation rules from the Sales Order form. - Ensuring limited access to the button for the sales security group. - Delivering a fully documented and import-ready customization. I will handle this by utilizing the C# and BPM layers effectively to ensure a clean implementation and thorough documentation for testing and deployment. Ready to start once you provide access to the current system and any specific requirements for the customization. Thanks!

@kamran2012

Hey, I will build the Capable-to-Promise button directly into your Quote Entry screen — exposing inventory checks, delivery date estimation, and capacity validation using the same CTP engine Kinetic already runs at the order level. I will wire it through a Method Directive BPM calling the existing CTP logic, with a security group check gating visibility to sales users only. One key detail — I will invoke the CTP server-side methods via a custom REST endpoint rather than duplicating logic, so future Epicor upgrades do not break your customization. Questions: 1) Are you on Kinetic cloud or on-prem, and which version? 2) Is multi-plant CTP scheduling already enabled on your Sales Order side? Looking forward to potentially working together. Thanks, Kamran

@techsty2014

Hi, We will build a Capable-to-Promise button directly into your Quote Entry screen using Application Studio with a C# BPM that calls Kinetic's existing CTP engine. The key is reusing the server-side CTP logic already wired for Sales Orders, binding it to the QuoteDtl context instead. This avoids duplicating calculation rules and keeps future upgrades clean. A couple of quick things to confirm: 1) Which Kinetic version and patch level are you running? 2) Is your CTP setup multi-plant, or single-plant only? The number quoted here is a starting estimate. The exact cost and timeline will be confirmed after we go through the full scope together. Send me a message and we can go over the details. Best regards, Faizan

@alizain721

Putting the Capable to Promise logic on Quote Entry is the right business move, but the real risk is divergence: if the quote-level calculation is not the exact same service the Sales Order uses, sales will commit dates that later fail at order creation. I will expose the same order-level CTP engine at the quote stage, not reimplement it, and add role-limited UI so only your sales security group can run it. Approach: I will inspect the existing Sales Order CTP implementation, extract or wrap the same calculation into a reusable server-side endpoint (C# layer or Application Studio wrapper depending on current customization), then add a Quote Entry button that calls that endpoint. Key steps: confirm on-hand and on-order inventory queries, reuse the manufacturing capacity check across plants, compute realistic delivery date, enforce role-based access, and return results instantly to the user. I will deploy as an import-ready Kinetic package (BPM/Application Studio/C#), provide documentation, and a short walkthrough to test in pilot and promote to production without downtime by deploying non-breaking server-side logic and a feature flag. Relevant work: built backend scoring and API services for CrowdAxis where multiple data sources were normalized and a single API served real-time decisions; that experience maps to reusing existing Kinetic logic and building a secure, low-latency endpoint. Zweidevs Internal reinforced role-based access and operations flows. Deliverables, timeline, budget: - Deliverables: import-ready package, install steps, test script, one 30-minute walkthrough. - Timeline: 3 to 5 business days (assumes access to Sales Order CTP code/BPM and a staging Kinetic instance). - Fee: $37.50 (per your budget range). Can you grant read/write access to a staging Kinetic instance plus access to the existing Sales Order BPM/customization and a sample quote and order so I can map and reuse the exact CTP logic?

@Jairo51019

As an experienced and passionate web developer, specializing in C#, I am ready to seamlessly integrate a Quote-Level Capable-to-Promise Button into your Epicor Kinetic system. I perfectly understand the value of this functionality for your sales team as it will provide them with crucial information at an earlier stage of the sales process, helping them make accurate commitments even before an order exists. My thorough understanding of the Kinetic system, especially at the C# / BPM / Application Studio layers, positions me at a vantage point to deliver this solution to you with precision and efficiency. With this quote-level customization, I will provide you with clean code, fully documented and import-ready for a simple transition into your pilot environment. So let's make it happen! Hire me, Jairo Alberta, let's bring this idea to reality and set your salesforce up for even greater success!

@AndrewJSMAN

I’ve built Kinetic BPMs and Application Studio extensions for order-level CTP in prior 11.x+ instances, so this is straight down my alley. My approach: a new button in Quote Entry Application Studio UI calls a synchronous C# BPM that reuses the existing “CapableToPromise” logic, filters results through the sales group security check, and returns estimated date plus plant capacity flags. The BPM will hit the same Material Availability and Mfg Capacity views Kinetic already uses, so no new tables or indexes are needed. I’ll wrap it in a single BAQ-based dataset for the UI, add a deployment package with pre/post scripts to avoid schema drift, and include a 5-step smoke test to confirm no blocking in pilot before go-live. I can start immediately.

@mayr81

Hi, I would be happy to help extend Epicor Kinetic and bring the existing Capable to Promise (CTP) functionality into the Quote Entry process. I have experience working with ERP customizations, C#, .NET, SQL Server, business process automation, and system integrations. I can review how Epicor currently performs CTP calculations on Sales Orders and implement the same logic within Quote Entry so sales users can validate inventory availability, manufacturing capacity, and estimated delivery dates before an order is created. The solution will include proper security controls so only authorized sales users can access the feature. I will focus on a clean, maintainable customization using the most suitable Epicor tools, whether through Application Studio, BPMs, or custom C# components. Documentation, deployment guidance, and testing support will be included to ensure smooth promotion from pilot to production with minimal disruption.

@CorranForce

Hello! Allen from Fort Worth here. Integrating Capable to Promise logic into your Epicor Kinetic Quote Entry screen is a strategic move that will significantly streamline your sales cycle and improve quote accuracy. I propose a solution that leverages the Epicor REST API, paired with custom server-side BPMs on the QuoteHed and QuoteDtl tables. By surfacing the existing CTP engine through a targeted customization in Application Studio, we can invoke the OrderAlloc service to validate inventory and manufacturing capacity in real time. Q1: How should the system handle multi-plant stock allocation requests if the CTP logic encounters conflicting production schedules across your various facilities? Would you prefer a weighted average delivery window or an immediate prompt to select the most suitable manufacturing plant? Q2: Regarding the BPM hooks, are you utilizing the standard Epicor Scheduling engine, or do you have custom buffer constraints that could influence the delivery date estimations? Q3: Given the potential for high-volume quote activity, how do you intend to manage concurrency if multiple salespeople attempt to reserve limited manufacturing capacity simultaneously? I look forward to discussing this customization further and helping your team optimize their workflow with this robust, high-performance integration. Best regards.

@rafaels170

Hi! This is a solid Epicor Kinetic extension request and it’s very achievable by reusing the existing Capable to Promise service layer and exposing it at Quote Entry level via a controlled UI action. I can implement a clean customization (App Studio + BPM or C# service call depending on your version) that mirrors Sales Order logic, applies role-based security, and stays upgrade-safe. Before estimating, can I confirm your Epicor version and whether current CTP is using Kinetic service or legacy BPM logic? I’d be glad to build this with you and keep it fully import-ready and production-safe.

@Aaleen110

I understand you need to implement a Capable-to-Promise (CTP) button on the Kinetic Quote Entry screen, mirroring the existing Sales Order functionality to instantly verify on-hand/on-order inventory, estimate delivery dates, and confirm manufacturing capacity. I recently built a similar custom Kinetic module that provided real-time inventory and production availability checks directly within a pre-order configuration screen, resulting in a 15% reduction in quote-to-order conversion time for the client. My approach will involve developing a new Kinetic BPM (Business Process Management) workflow that triggers when the CTP button is clicked. This workflow will utilize existing Kinetic data retrieval methods for inventory and production schedules, integrating with the Kinetic API to fetch and process this information. The estimated delivery date will be calculated using the same algorithms Kinetic employs for sales orders, and the result will be displayed in a clear, user-friendly pop-up window directly on the quote screen. What specific Kinetic user roles should have access to this new CTP button? Ready to start as soon as you confirm scope.