Epicor Kinetic

Purchasing Exam Guide

Everything you need to know to

prepare for your certification exam
 Kinetic Purchasing Certification Exam Guide

Target Achiever Profile

This exam is designed to target the skills and abilities required to earn an Epicor Purchasing
Certification. Passing this exam validates the expertise required to operate, support, or consult on the
purchasing features of your Epicor System. The earner is certified to manage important activities that
guide the procurement-through-delivery processes for an organization. This certification
demonstrates the ability to understand the configuration and process settings that impact on-time
deliveries, reduce inventory levels, enhance cash flow, and increase profit levels.

Exam Details:
• An online – remote proctored exam
• Content: 80 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 it will be deemed a FAIL on this test.

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” or “Assign to others”.
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. Exam retakes, 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, simply 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!

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 Kinetic Purchasing 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 of 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.
• Stay in the room and within the webcam view at all times.
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, and additional cameras are not allowed during the
duration of the exam.
• Email, browser navigation, and internal communication applications are not allowed during
the duration of the exam.

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 Kinetic Purchasing 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
Purchase Management 30%
Supplier Relationship Management 15%
Purchase Pricing 10%
Receipt Entry 10%
Requisitions 10%
Units of Measures and Conversion Factors 10%
Container Tracking 5%
Landed Costs 5%
Purchase Contracts 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), 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, your admin
can you 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 two 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.

Purchase Management

Understanding Video Courses:

• Understand buyer logic • Creating a Supplier Record
• Understand miscellaneous charges • Entering a Purchase Order
• Working with Customer and Supplier Managed • Generating and Working with Purchase
Inventory Order Suggestions

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 Kinetic Purchasing Certification Exam Guide

Setting Up Hands-On:
• Create a Supplier • Hands-On Purchase Management
• Complete Purchase Management configuration • Hands-On Replenishment
Using
• Approve and duplicate POs Kinetic Help Articles
• Creating Supplier Records
• Buying to order
• Creating a Buyer
• Perform purchase inspections
• Analyze purchasing data through reports and • Creating Supplier Price Lists
trackers • Tracking Suppliers
• Create purchase orders for: job material, • Entering Purchase Orders
inventory, subcontract operation, non-qty bearing • Defining Inspection Plans in Purchase
parts, expense items Order Entry
• Manage purchase order suggestions • Creating Consolidated Purchase Order
• Creating Contract Purchase Order
• Duplicate Purchase Orders
• Tracking Purchase Orders
• Entering Requisitions
• Maintaining a Requisition Action
• Creating Purchase Orders from
Suggestions
• Running the Generate Purchasing
Suggestions Process
• Approving Purchase Orders in PO
Approval
• Changing PO Suggestions
• Using Buyer Workbench
• Reviewing Available to Promise

Supplier Relationship Management

Understanding Video Courses:

• Understand buyers and authorized users • Entering a Buyer into Kinetic
Setting Up • Creating a Supplier Record
• Assign attributes and ratings to a supplier
Kinetic Help Articles
• Designate approved suppliers
• Creating Supplier Records
Using
• Using Buyer Workbench
• Daily execution of Buyers Workbench
• Entering Requests for Quotes
• Create requests for a quote, job, and material
• Creating a Buyer
• Process RFQs
• Working with Purchase Advisor
• Review reports and trackers
• Creating Supplier Price Lists
• Tracking Purchase Orders
• Tracking Suppliers

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 Kinetic Purchasing Certification Exam Guide

• Creating the Part Price History Report

• Generating the Supplier Price Report

Purchase Pricing

Understanding Kinetic Help Articles

• Understand the price list hierarchy • Creating Supplier Price Lists
Setting Up • Creating Supplier Records
• Create price breaks
• Disable override price list
Using
• Add a price list
• Select a supplier and parts

Receipt Entry

Understanding Video Courses:

• Understand mass receipts
• Understand Non-Stock Inventory, Subcontracts,
and Miscellaneous Receipts
Setting Up
• Format labels and tags
Using
• Use the Miscellaneous receipt type
• Receive materials to a job
• Receive materials against a PO
• Use mass receipts
• Exploring Receipt Entry
Kinetic Help Articles
• Entering Customer Shipments
• Creating Drop Shipments
• Confirming Shipments
• Tracking Miscellaneous Shipments
• Creating Packs for Shipments
• Generating the Scheduled Shipment
Report
• Generating Sales Order Pick List Report
• Reviewing Customer Shipments
• Working with Time Phased Inquiry
• Maintaining Mass Receipts
• Receiving Parts to Inventory
• Receiving Manufactured Parts to
Another Job
• Creating a Transaction Document Type
• Using Legal Numbers
• Defining Package Codes
• Creating Package Control ID Codes
• Generating the Master Pack Shipment
Packing Slip
• Generating the Transfer Order Pick List
Report

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 Kinetic Purchasing Certification Exam Guide

• Generating the Miscellaneous Shipment

Packing Slips
• Recording Container Receipts
• Tracking Miscellaneous Shipments
• Generating the Pick List for Jobs Report

Requisitions

Understanding Kinetic Help Articles

• Understand requisitions • Entering Requisitions
Setting Up • Tracking Requisitions
• Set up requisition actions • Maintaining a Requisition Action
Using
• Add, update, or delete a requisition
• Use the requisition to-do list
• Dispatch a requisition
• Print a requisition
• Close a requisition

Units of Measure and Conversion Factors

Understanding Video Courses:

• Understand units of measure and UOM classes
• Understand advanced units of measure
calculations
Setting Up
• Setting Up Units of Measure
• Setting Up Advanced Unit of Measure
• Assigning a Unit of Measure to a Part
Kinetic Help Articles
Using
• Use the Purchase Part UOM Workbench
• Buying and Selling Quantities with Advanced
Unit of Measure
• Producing Quantities with Advanced Unit
of Measure
• Understanding Units of Measure in
Kinetic
• Setting Up Units of Measure
• Assigning a Unit of Measure to a Part
• Setting Up Advanced Unit of Measure
• Buying and Selling Quantities with
Advanced Unit of Measure
• Working with Advanced Unit of Measure
• Understanding Attribute Sets
• Entering Job for Attribute Tracked Parts
• Creating Dynamic Attribute Classes
• Setting up Parts for Advanced Unit of
Measure
• Returning Attribute Tracked Parts
• Reviewing Attribute Class Parts
• Shipping Attribute Class Parts
• Adding Unit of Measure Codes
• Setting up Unit of Measure Classes
• Selling Attribute Tracked Parts

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 Kinetic Purchasing Certification Exam Guide

Container Tracking

Understanding Kinetic Help Articles

• Understand containers • Working with Container Landed Cost
Setting Up Entry
• Set up supplier shipment class • Setting up Shipment Classes
• Establishing Carrier Codes
• Set up suppliers as carriers
• Creating Supplier Records
Using
• Recording Container Receipts
• Print tags and labels for container receipts
• Generating the Container Shipment
• Receive containers
Status Report
• Find tax information for a container
• Setting up Shipment Classes
• Container receipt entry

Landed Cost

Understanding Kinetic Help Articles

• Understand landed costs • Defining Commodity Codes
Setting Up • Maintaining Country Records
• Set up Country Maintenance and HS Commodity • Setting up Miscellaneous Charges
Maintenance • Combining Shipments of Suppliers
• Import Preference Scheme and Import Tariff • Working with Container Landed Cost
• Use Purchasing Miscellaneous Charge/Credit Entry
Maintenance • Setting up Shipment Classes
• Use Supplier Shipment Maintenance • Establishing Carrier Codes
• Creating Supplier Records
Using
• Recording Container Receipts
• Landed cost entry
• Generating the Container Shipment
• Enter landed costs and disburse methods
Status Report
• Setting up Shipment Classes

Purchase Contracts Basics

Understanding Kinetic Help Articles

• Understand purchase contracts
• Know the purchase contracts business flow
Setting Up
• Enter purchase contracts
Using
• Buy contract materials and services
• Tracking Purchase Contract Schedules
• Generating the Purchase Contract
Schedule Report
• Creating Contract Purchase Orders
• Approving Purchase Schedules
• Running the Generate Purchase
Schedule Process

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 Kinetic Purchasing Certification Exam Guide

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.

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