- Features > Integrations > Epicor
Mercura CPQ + Epicor
Configuration-led quotes for Epicor manufacturers
Epicor carries jobs, parts, and shop floor reality. Mercura gives sales a controlled way to build valid configured quotes before those structures hit production data.
Epicor customers often sell configurable machinery, components, or assemblies. Mercura separates the commercial configuration experience from Epicor part and job maintenance while integration defines how approved outcomes appear in Epicor.
Epicor in the manufacturing quote-to-job path
Epicor environments emphasize parts, bills of material, jobs, and shop floor execution. Sales quotes that imply non-standard structures need guardrails before they become parts and jobs.
- Part master and revisions
- Quotes and sales orders
- Job creation and scheduling
- Configurator or product config modules when licensed
Ownership boundaries
Epicor
- Parts, jobs, and inventory transactions
- Manufacturing routings and shop data
- Financial integration
Mercura CPQ
- Sales-side configuration models
- Rule maintenance for commercial users
- Quote presentation and approvals
Handoff examples
- Configured line attributes mapped to Epicor quote lines
- References for engineering review before job release
Epicor version (Kinetic vs legacy) and REST/service exposure vary by deployment.
Patterns with Epicor
Projects commonly use Epicor REST services, BAQ exports, or middleware. Mercura holds session state during configuration.
Configure then quote in Epicor
Mercura produces structured commercial data imported or keyed into Epicor quotes per mapping.
Part catalog as input
Epicor parts seed selectable options; Mercura rules prevent invalid combinations sales cannot see in part screens.
Mercura does not claim an Epicor-certified packaged integration.
Epicor-centric scenarios
Job shop quoting
Each quote mixes standard parts with configured options that must be validated before job creation.
Revision-controlled catalogs
Sales works on current configuration models while Epicor part revisions are referenced explicitly.
Fit
When Mercura helps
- Epicor configurator depth or UX is insufficient for sales
- Rules change frequently outside ERP release cadence
- Channel partners need constrained views of the same logic
When it may not be needed
- Epicor product config covers the scenario with acceptable governance
Partners
Confirm Epicor edition, hosting, and whether quotes originate in CRM or Epicor before locking integration direction.
FAQ
Automatic job creation from Mercura?
Not assumed. Job creation stays in Epicor workflows after commercial and engineering approval.
Epicor CPQ modules?
Customers with Epicor-native CPQ should compare depth and maintenance model before adopting Mercura.
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Talk Epicor + CPQ scope