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EDIERPInventory

Send EDI 846 Inventory Advice When Epicor Kinetic Stock Changes

Generate an EDI 846 on every Epicor Kinetic inventory change, upload it to FTP/SFTP for trading partners and alert Microsoft Teams on low stock

Apps used in this template

Epicor Kinetic
Epicor Kinetic
OpenAI
OpenAI
FTP/SFTP
FTP/SFTP
Microsoft Teams
Microsoft Teams
Epicor Kinetic
OpenAI
FTP/SFTP
Microsoft Teams

About this template

What This Workflow Does

Trading partners sell against the stock figures you send them, and a daily 846 file leaves them working from old numbers. This template starts on each inventory level change in Epicor Kinetic, generates an EDI 846 with AI, uploads it to FTP/SFTP, and alerts a Microsoft Teams user when the item falls below a stock threshold.

Key benefits

  • Starts on the stock change — Each Epicor Kinetic inventory change sends a fresh 846, with no fixed schedule.
  • Partners see current availability — Retail and drop ship partners work from the latest figures.
  • Low stock flagged — A Microsoft Teams user hears when an item drops below the threshold.
  • No manual 846 files — Nobody exports stock reports or builds EDI files by hand.

Template details

Steps
5
Apps
4 integrations
Flow
Epicor Kinetic to FTP/SFTP, with Microsoft Teams alerts
Mode
Triggered
Category
EDIERPInventory
Version
v1.0

Inside the flow

How the template works

When an inventory level changes in Epicor Kinetic, the flow prepares the stock data, has OpenAI generate an EDI 846 and uploads it to FTP/SFTP. It then checks the item against a stock threshold and messages a Microsoft Teams user if stock is low.

01

Detect the inventory change

The flow starts when an inventory level changes in Epicor Kinetic.

02

Prepare the inventory data

The fields needed for the inventory advice are pulled from the change into one clean set.

03

Generate the EDI 846 with AI

An OpenAI model turns the inventory data into an EDI 846 inventory inquiry and advice document.

04

Upload the 846

The file is uploaded to the configured FTP/SFTP location for your trading partner.

05

Alert on low stock

If the item's stock is below the defined threshold, a Microsoft Teams message goes to a designated user so replenishment can start before the item runs out.

Business Benefits

What changes when Epicor Kinetic stock changes reach partners as EDI 846

01

Partners sell against current stock

Every Epicor Kinetic inventory change triggers a fresh 846, so retailers and drop ship partners stop selling from yesterday's numbers.

02

Fewer cancelled orders and scorecard penalties

Partner availability that tracks Epicor Kinetic reduces orders placed against stock you no longer have, and listings that show you out of stock while goods sit in the warehouse.

03

No manual 846 preparation

The inventory advice is generated and uploaded automatically, so nobody exports stock reports or builds EDI files by hand.

04

Low stock reaches a person in time

A Microsoft Teams alert flags items below the threshold, giving your team a head start on replenishment.

05

Feeds that scale with your catalog

Event-driven updates handle growing SKU counts and stock movements without adding people to maintain partner feeds.

01

Partners sell against current stock

Every Epicor Kinetic inventory change triggers a fresh 846, so retailers and drop ship partners stop selling from yesterday's numbers.

02

Fewer cancelled orders and scorecard penalties

Partner availability that tracks Epicor Kinetic reduces orders placed against stock you no longer have, and listings that show you out of stock while goods sit in the warehouse.

03

No manual 846 preparation

The inventory advice is generated and uploaded automatically, so nobody exports stock reports or builds EDI files by hand.

04

Low stock reaches a person in time

A Microsoft Teams alert flags items below the threshold, giving your team a head start on replenishment.

05

Feeds that scale with your catalog

Event-driven updates handle growing SKU counts and stock movements without adding people to maintain partner feeds.

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Customize the flow

Build Your Own Version of This Workflow

Every trigger and action this template uses is available in the appse ai builder, so the same flow can be rebuilt with your own routing, thresholds and destinations.

01

New sales order created

Trigger when a new Sales Order is created in Epicor, to confirm an order created via the BO method sequence (or entered directly in Kinetic) back to the eCommerce platform.

02

Product created or updated

Trigger when a Part is created or changed in Epicor, for eCommerce product synchronization.

03

Inventory level changed

Trigger when a Part's warehouse stock record (PartWhse) is created or changed in Epicor, for eCommerce inventory synchronization.

04

Quote created or updated

Trigger when a Sales Quote is created or changed in Epicor, for syncing quotes to CRM or eCommerce.

05

New customer created

Trigger when a new Customer is created in Epicor.

06

New shipment (pack slip) created

Trigger when a new pack slip/shipment is created in Epicor, including partial shipments, for publishing tracking and shipped-quantity updates to eCommerce.

Questions & answers

Frequently asked questions

Everything you need to know about this template before you deploy it.

How does Epicor Kinetic EDI 846 inventory automation work?

Each inventory level change in Epicor Kinetic starts appse ai, which prepares the stock data, has OpenAI generate an EDI 846 and uploads it to FTP/SFTP. If the item is below a stock threshold, a Microsoft Teams user is alerted.

Does it run on a schedule?

How does the low stock alert work?

Where is the 846 file delivered?

What needs to be in place before it runs?

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Peter Grueterich
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appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Kaywan Pour
Niagara Warenhandels GmbH
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