Predictika · ERP cloud subscription quotes

An AI sales agent's Kinetic cloud quote, checked before it goes out

An AI sales agent prepares an annual quote for an Epicor Kinetic cloud subscription: the cores, the cloud package, industry bundles, concurrent users, support and a discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the packages and bundles and returns a verdict, every reason and the annual total it computed.

Scope: Epicor Kinetic cloud quotes with the Operations and Financials Cores, Epicor Cloud Select, Signature and Enterprise packages, six industry bundles, concurrent users, support plans, environments, upgrade deferral, discount and annual totals. See everything this validator covers

This validator models Epicor Kinetic cloud subscription quotes, not just the scenarios shown below.

  • Cores and packages — Kinetic Operations Core and Kinetic Financials Core, and the Select, Signature and Enterprise cloud packages with their environments, upgrade-deferral windows and user limits.
  • Industry bundles — Advanced Manufacturing, Advanced Supply Chain, Project, Multi-National, Assets and Fabrication, each of which builds on a core.
  • Support, term and discount — the Essential and Pro Support Plans, terms of one to five years, and a discount that needs approval above one level and is not allowed above another.
  • Stated annual total — the annual total the quote states against the total computed from the cores, package, bundles, support and discount.

Any Kinetic cloud quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: Prophet 21, Eclipse, BisTrack, CRS and on-premises licensing. Package and bundle names, contents and environment and deferral windows follow Epicor's public pages; prices, user limits and most thresholds are modeled, not published by Epicor.

The AI sales agentBuilds the cloud subscription quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

7 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      

        
        
        
      

      
Waiting for the call.

      
    

  

  
  

    
Where rules-based CPQ gets it wrong
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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

    
What the validator caughtTypical rules-based CPQPredictika
Bundles that need a particular coreOnly with care
Each bundle builds on one core or the other, so every bundle needs its own rule, and a new bundle adds another.		The cores and the bundles are in one request and checked together on every call.
Limits that change with the cloud packageOnly with care
Environments, upgrade deferral and users each have a limit per package, so every limit needs a rule for every package.		The package is a field of the request and every limit is computed from it on every call.
Two bundles that overlapOnly with workarounds
Advanced Manufacturing and Fabrication share content, so a rule has to stop the pair, and it has to be revisited whenever a bundle changes.		Every bundle is in the request; the overlapping pair is caught on every call, whatever else is selected.
A stated total that must match the computed totalOnly with workarounds
The annual total is built from cores, package, bundles, support and discount, so a separate rule is needed to recompute it and compare it with the stated figure.		The stated total is a field of the request and is compared with the computed annual total on every call.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, so a rep often fixes one error and meets the next.		All findings come back together, whatever order the choices arrived in.

  

  

    
What this validator catches: findings from its test cases
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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

    
1The quote has neither the Kinetic Operations Core nor the Kinetic Financials Core; a core is required before cloud package, users or industry bundles.
2The customer needs 4 environments; the cloud package includes 3.
3The customer asks to defer upgrades for 4 months; the cloud package allows 3.
4The customer asks to defer upgrades for 1 months; the cloud package allows 0.
5The customer asks to defer upgrades for 19 months; the cloud package allows 18.
6The Enterprise cloud package includes the Pro Support Plan; a person should confirm the customer wants Essential support instead.
7The Advanced Manufacturing Bundle and the Fabrication Bundle both contain Epicor Advanced Production and Advanced Unit of Measure; quote only one of them.
8The Advanced Manufacturing, Advanced Supply Chain, Assets and Fabrication bundles build on the Kinetic Operations Core, which is not on the quote.
9The Multi-National Bundle (Multiple Books, Multi-currency Management) builds on the Kinetic Financials Core, which is not on the quote.
10101 concurrent users are outside the 1 to 100 this cloud package is modeled for.
110 concurrent users are outside the 1 to 100 this cloud package is modeled for.
12A subscription term of 6 years is outside the 1 to 5 years offered.
13The annual discount is more than 15 percent of the list subscription; a person should approve it.
14The annual discount is more than 30 percent of the list subscription.
15The quote states 35,000 dollars a year; the cores, package, bundles, support and discount give 36,000.
16An annual subscription of 747,000 dollars needs a person to review the deal.

  

  

    
Scenarios and results
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The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

    
1. Package, cores and bundles: A 40-user Select quote with the Financials Core and two industry bundles

    
The agent's request. Please quote Epicor Cloud Select for 40 concurrent users with the Kinetic Financials Core, the Advanced Manufacturing and Fabrication Bundles, the Essential Support Plan, 5 environments, upgrade deferral of 2 months, a 3-year term, for $132,000 a year. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • More environments than the package. The customer needs 5 environments; the cloud package includes 3.
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  • Upgrade deferral longer than the package allows. The customer asks to defer upgrades for 2 months; the cloud package allows 0.
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  • Advanced Manufacturing and Fabrication overlap. The Advanced Manufacturing Bundle and the Fabrication Bundle both contain Epicor Advanced Production and Advanced Unit of Measure; quote only one of them.
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  • Operations bundles need the Operations Core. The Advanced Manufacturing, Advanced Supply Chain, Assets and Fabrication bundles build on the Kinetic Operations Core, which is not on the quote.
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2. Package, cores and bundles: The agent resubmits after fixing the errors

    
The agent's request. Please quote Epicor Cloud Signature for 40 concurrent users with the Kinetic Operations Core and Kinetic Financials Core, the Advanced Manufacturing Bundle, the Essential Support Plan, 5 environments, upgrade deferral of 2 months, a 3-year term, for $294,000 a year. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. 294,000 dollars a year after discount, 882,000 dollars over the term.
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3. Term and stated total: A 60-user Select quote with the Multi-National bundle on a long term

    
The agent's request. Please quote Epicor Cloud Select for 60 concurrent users with the Kinetic Operations Core, the Multi-National Bundle, the Essential Support Plan, 3 environments, a 6-year term, for $222,000 a year. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Multi-National bundle needs the Financials Core. The Multi-National Bundle (Multiple Books, Multi-currency Management) builds on the Kinetic Financials Core, which is not on the quote.
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  • Term outside 1 to 5 years. A subscription term of 6 years is outside the 1 to 5 years offered.
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  • Stated annual total does not match. The quote states 222,000 dollars a year; the cores, package, bundles, support and discount give 234,000.
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4. Term and stated total: The agent resubmits after fixing the errors

    
The agent's request. Please quote Epicor Cloud Select for 60 concurrent users with the Kinetic Operations Core and Kinetic Financials Core, the Multi-National Bundle, the Essential Support Plan, 3 environments, a 5-year term, for $378,000 a year. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. 378,000 dollars a year after discount, 1,890,000 dollars over the term.
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5. Discount tiers: A 50-user Select quote with both cores, a bundle and a deep discount

    
The agent's request. Please quote Epicor Cloud Select for 50 concurrent users with the Kinetic Operations Core and Kinetic Financials Core, the Advanced Manufacturing Bundle, the Essential Support Plan, 3 environments, a 3-year term and an annual discount of $130,000, for $194,000 a year. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Discount above 30 percent. The annual discount is more than 30 percent of the list subscription.
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  • Discount above 15 percent. The annual discount is more than 15 percent of the list subscription; a person should approve it.
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6. Discount tiers: The agent resubmits after fixing the errors

    
The agent's request. Please quote Epicor Cloud Select for 50 concurrent users with the Kinetic Operations Core and Kinetic Financials Core, the Advanced Manufacturing Bundle, the Essential Support Plan, 3 environments, a 3-year term and an annual discount of $60,000, for $264,000 a year. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount above 15 percent. The annual discount is more than 15 percent of the list subscription; a person should approve it.
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  • Order summary. 264,000 dollars a year after discount, 792,000 dollars over the term.
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7. Discount tiers: The agent resubmits after fixing the errors

    
The agent's request. Please quote Epicor Cloud Select for 50 concurrent users with the Kinetic Operations Core and Kinetic Financials Core, the Advanced Manufacturing Bundle, the Essential Support Plan, 3 environments, a 3-year term and an annual discount of $30,000, for $294,000 a year. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. 294,000 dollars a year after discount, 882,000 dollars over the term.
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Narration transcript
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The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares an annual quote for an Epicor Kinetic cloud subscription: the cores, the cloud package, industry bundles, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the packages and bundles and returns a verdict, every reason and the annual total it computed.
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  2. I will start with the first request by the agent.
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  3. The agent says. Please quote Epicor Cloud Select for 40 concurrent users with the Kinetic Financials Core, the Advanced Manufacturing and Fabrication Bundles. It is ready to send. The rest of the request is on screen.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with four findings, all in one answer. The customer needs 5 environments; the cloud package includes 3. The customer asks to defer upgrades for 2 months; the cloud package allows 0. The Advanced Manufacturing Bundle and the Fabrication Bundle both contain Epicor Advanced Production and Advanced Unit of Measure; quote only one of them. The other one is on screen.
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  6. The validator returned four blocking findings in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other.
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  7. What this shows: for bundles that need a particular core, a rules-based CPQ is error-prone for this.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the cloud package to signature, the cores to Kinetic Operations Core and Kinetic Financials Core, the industry bundles to Advanced Manufacturing and the annual total stated on the quote to $294,000.
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  10. It calls the validator again.
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  11. This time the validator clears it.
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  12. All four earlier findings are cleared.
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  13. Four problems caught in one call, fixed in one pass, and a clean $294,000 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
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