Client Showcase · Fictitious Demo · Powered by Tailored.BI
Ridgeline Fluid Power
Hydraulic & Pneumatic Components
RDGL · Tulsa, Oklahoma · Est. 1993
Standard catalog. Custom engineering. One Epicor instance.
Ridgeline Fluid Power manufactures hydraulic valves, cylinders, and fittings from stock — and builds custom manifold assemblies and OEM-spec power units to order. This page demonstrates how Tailored.BI built a Microsoft Fabric data warehouse that handles both fulfillment models from a single Epicor Kinetic company.
$24.6M
Annual Revenue
1,240
MTS SKUs
34
Open MTO Jobs
96.8%
Catalog Fill Rate
91.4%
MTO On-Time Del.
Company Profile
About Ridgeline Fluid Power
The Business
Ridgeline Fluid Power is a mid-size manufacturer of hydraulic and pneumatic components headquartered in Tulsa, Oklahoma. Founded in 1993 by former Parker Hannifin engineers, Ridgeline serves agricultural OEMs, oil & gas equipment builders, and industrial machinery manufacturers across the South-Central U.S. Their catalog line ships standard valves, fittings, and cylinders from stock. Their custom line builds manifold assemblies and OEM-spec power units to order with lead times of 2–6 weeks.
The Epicor Setup
Ridgeline runs Epicor Kinetic on-premises managing both MTS and MTO workflows in a single company. Their data spans four years of GL, inventory transactions, job cost, and AR/AP — MTS parts generating high-volume, low-complexity transactions alongside MTO jobs generating lower-volume, high-complexity cost records. The Tailored.BI warehouse connects via the SQL Server ETL lane using SysRevChangedDate watermark filtering. PartTran and JobHead are the highest-volume tables.
For a hybrid manufacturer like Ridgeline, Epicor Kinetic represents a $500K–$2M+ investment. With MTS and MTO in a single company ID, most reporting tools surface a blended picture that obscures the real margin story. Tailored.BI separates catalog from custom — so leadership can see exactly where the money is made.
$24.6M
Annual Revenue
58%
MTS Revenue Share
42%
MTO Revenue Share
1,240
Catalog SKUs
68
Open Purchase Orders
Manufacturing Scope
Four Product Lines. Two Fulfillment Models.
The catalog line runs make-to-stock with tight reorder points tied to seasonal OEM demand cycles. The custom line runs make-to-order with job costing, routing, and BOM-driven material planning — all inside the same Epicor company.
Packaged Power Units Integrated Valve Stacks Ag, O&G, Industrial 2–6 Week Lead Time
Make-to-Order
Epicor Challenge
Why Hybrid Is the Hardest Epicor Problem
Heartland is pure make-to-stock. Mars is pure make-to-order. Ridgeline is both — and that creates reporting complexity that neither simple nor complex shops face on their own.
Inventory & Demand Planning
MTS = SKU-level min/max | MTO = job-driven material demand
MTS SKUs need reorder point logic tied to seasonal OEM demand. MTO jobs consume the same inventory on a per-job basis. A single part can be both a catalog item and a job component — the warehouse has to report it both ways without double-counting.
Revenue & Margin
MTS = ship-and-invoice | MTO = job-completion billing
MTS revenue closes at shipment. MTO revenue closes when the job completes. The GL sees both, but the P&L story requires separating catalog margin from custom job margin — two different gross profit models inside one Epicor company ID.
Cost Accounting
Standard cost (catalog) | Actual job cost (custom)
Catalog parts run standard cost with periodic variance reporting. Custom jobs run actual cost with estimated-vs-actual at the job level. The warehouse uses a dim.MfgModel flag on dim.Part to keep the two cost models cleanly separated in every report.
AR Aging by Segment
Catalog = many small invoices | Custom = few large invoices
An MTS customer might have 40 small invoices open at once. An MTO customer might have two large job-completion invoices on 45-day terms. Standard AR aging reports are meaningless without a segment filter — catalog and custom age completely differently.
Power BI Report Suite
Built on the Tailored.BI Fabric data warehouse, connected directly to Ridgeline's Epicor Kinetic data. MTS inventory, MTO job costing, blended P&L, and segmented AR aging — all from one semantic model with a shared dim.Date and a dim.MfgModel that splits catalog from custom throughout every report.
Tailored.BI Fabric Warehouse · 6 Report Areas · 4 Yrs GL Data
GL & Blended P&L
Gross Margin
34.2%
MTO Margin
41.8%
MTS Margin28.4%
MTO Margin41.8%
MTS Inventory & Fill Rate
Fill Rate
96.8%
Stockouts
12
Product Line
SKUs
Fill %
Dir. Valves
240
98.2%
Cylinders
580
97.4%
Fittings
420
95.1%
In Stock1,228
Stockouts12
MTO Job Costing
Open Jobs
34
Avg Est. Margin
38.6%
Manifolds$1.4M WIP
Assemblies$0.9M WIP
Specials$0.3M WIP
WIP Total
$2.6M
AR Aging by Segment
Total Open AR
$3.2M
>60 Days
$182K
Segment
Open AR
>60 Days
MTS Catalog
$1.8M
$84K
MTO Custom
$1.4M
$98K
Current$2.84M
30-60 Days$178K
>60 Days$182K
On-Time Delivery
MTO OTD Rate
91.4%
Late Jobs
3
Customer
Jobs
OTD
AGCO Corp
12
95.1%
Vermeer Mfg
9
93.8%
NOV Inc
8
88.2%
Caterpillar
5
92.0%
Purchasing & Supply Chain
Open POs
68
PO Value
$1.1M
Raw Material$680K
Components$420K
Technical Architecture
ETL Pipeline & Warehouse Design
Epicor Kinetic on-premises feeds through watermark-based stored procedures into Microsoft Fabric via on-premises data gateway. A dim.MfgModel flag on dim.Part drives MTS vs MTO segmentation across every report — one warehouse, one semantic model, two manufacturing worlds.
Ridgeline runs two distinct Epicor workflows — catalog products built to stock and custom-engineered assemblies built to order. The Tailored.BI warehouse tracks both streams separately so management always knows which revenue is predictable and which is project-driven.
Epicor Kinetic — tracking both models
Standard catalog valves, fittings, and cylinders flow through make-to-stock. Custom manifolds and OEM-spec assemblies run through make-to-order job costing. Both live in the same Epicor instance — the warehouse separates them cleanly.
Read-only · Incremental · Encrypted
Tailored.BI managed warehouse
Catalog revenue, job revenue, and blended margin are tracked separately. Inventory turns on standard products. Job cost variance on custom work. AP aging by vendor. AR by customer type. Every morning, only changed records move — Epicor stays fast.
Refreshed daily · Monitored 24/7
Power BI — one view of both businesses
Management opens one dashboard and sees total revenue, margin by product stream, job backlog, open AR, and purchasing spend — all current as of this morning. Slice by catalog vs custom to see exactly where margin is made.
2
Product streams tracked
Daily
Automatic refresh
6
Report views
Read-only
Epicor untouched
Hybrid MTS/MTO · Powered by Tailored.BI
Want this for your Epicor operation?
Ridgeline Fluid Power is a fictional hybrid manufacturer — but every pipeline, every warehouse table, and every report you just explored is built on real Epicor architecture.
If you run both make-to-stock and make-to-order on Epicor Kinetic — catalog products alongside custom jobs — this is exactly what your subscription delivers. Two revenue streams, one dashboard, live every morning. Starting at $1,500/month.