Epicor 10.0.700 Curriculum Roadmap

Epicor ERP 10 Curriculum Roadmap
The Epicor ERP 10 Curriculum Roadmap lists all available courses, including those available as instructo
the Epicor ERP application. You can use this list to plan your education. Courses are categorized into sev
Material, Production, Sales, Service, and Tools.
Course Name Within each functional area, the courses are listed in the recommended completion ord
Release and Estimated Self-Paced Completion Time The service packs the course is available an
your own. The text "Available Live Only" denotes those courses that are available as instructor-led only
Virtual Live Training Course Duration and Virtual Education Credits - The duration of the course
education credits this course is assigned. For the number of education credits assigned to courses when
your Epicor account manager. For a schedule of live training, visit the Class Schedule page on EPICweb
(https://epicweb.epicor.com/Education/Schedule/Pages/default.aspx).
Job Roles - Indicates who would benefit from this course.
FUNCTIONAL AREA - FOUNDATION
Course Name
Introduction to Epicor ERP

Navigation
Personalization
Financial Foundations
Manufacturing Foundations
Distribution Foundations
Customers
Suppliers
Parts
Employees
Introduction to Trackers
System Flow
Getting Started with Epicor ERP
Knowledge Camp
Knowledge Camp - Distribution and Supply Chain
Management 10.x
Epicor Delta Education- Financial Management 10.x
Epicor Delta Education - Tools and Technical 10.x
1
Updated 01/27/2015
10.0.700
10.0.600
Release
Estimate
d SelfPaced
Completi
on Time
X
X
2 hours
X
X
2 hours
X
X
3 hours
X
X
2 hours
X
X
2 hours
X
X
2 hours
X
X
2 hours
X
X
2 hours
X
X
2 hours
X
X
2 hours
X
X
2 hours
X
X
6 hours
Available Live Only
Available Live Only
Virtual
Live
Training
Course
Duration
1/4 day
1/4 day
1/2 day
1/4 day
1/4 day
1/4 day
1/4 day
1/4 day
1/4 day
1/4 day
1/4 day
1 day
1 day
2 days
Available Live Only
2 days
Available Live Only

Available Live Only
1/4 day
1/2 day
10.0.600
10.0.700
FUNCTIONAL AREA - FINANCIAL

Release
Estimate
Live
d SelfTraining
Paced
Course
Completi
Duration
on Time
General Ledger
6 hours
1 day
Advanced General Ledger
6 hours
1 day
Accounts Receivable
6 hours
1 day
Accounts Payable
6 hours
1 day
Tax Engine
Job Costing
Financial Report Designer
X
X
X
X
X
X
6 hours
12 hours
2 hours
1 day
2 days
1/4 day
Introduction to Advanced Financial Reporting
LO
3 hours
1/2 day
Advanced Report Designing for AFR
LO
6 hours
1 day
Advanced Allocations
3 hours
1/2 day
Asset Management
3 hours
1/2 day
Payment Instruments
Deferred Revenue Accounting
Debit Note Processing
Bank Reconciliation
Credit Card Processing
Rebates
Tax Connect
X
X
X
X
X
X
X
X
X
X
X
X
X
X
6 hours
hours
hours
hours
hours
hours
hours
1 day
1/4 day
1/4 day
1/2 day
1/2 day
1/4 day
1/2 day
Payroll
3 hours
1/2 day
Year End Processing and Procedures
2 hours
1/4 day
Posting Engine
6 hours
1 day
Course Name
2
Updated 01/27/2015
2
2
3
3
2
3

Currency Management
6 hours
1 day
Cash Management
6 hours
1 day
Multi-Site Management
3 hours
1/2 day
Multi-Company
6 hours
1 day
Epicor XL Connect
Available Live Only
3
Updated 01/27/2015
1/2 day

FUNCTIONAL AREA - MATERIAL
Live
Training
Course
Duration
10.0.700
Estimate
d SelfPaced
Completi
on Time
10.0.600
Release
Inventory Management
6 hours
1 day
Inventory Management - Specialized Processing
3 hours
1/2 day
Purchase Management*
12 hours
1 1/2 days
Shipping and Receiving**
3 hours
1 day
RMA Processing
3 hours
1/2 day
Purchase Requisitions
2 hours
1/4 day
Buyer's Workbench
2 hours
1/4 day
Serial Number Tracking
3 hours
1/2 day
Cycle Counting
3 hours
1/2 day
Pack Out**
Purchase Contracts
X
X
X
X
3 hours
3 hours
1 day
1/2 day
Landed Cost
6 hours
1 day
Course Name
*For Live training, this embedded course is offered as two live courses - Purchase Management (1 day) a
Processing (1/2 day).
**Shipping & Receiving and Pack Out are combined into one day of live training.
4
Updated 01/27/2015
10.0.600
10.0.700
FUNCTIONAL AREA - PRODUCTION

Release
Estimate
Live
d SelfTraining
Paced
Course
Completi
Duration
on Time
Methods of Manufacturing
2 hours
1/4 day
Engineering
6 hours
1 day
Job Management
12 hours
2 days
Kanban
3 hours
1/2 day
Material Requirements Planning
6 hours
1 day
Scheduling
Advanced Planning and Scheduling
X
X
X
X
6 hours
3 hours
1 day
1/2 day
Manufacturing Execution System
3 hours
1/2 day
Handheld
3 hours
1/2 day
Job Splits
2 hours
1/4 day
Quality Assurance
6 hours
1 day
Enhanced Quality Assurance
6 hours
1 day
Advanced Material Management

Advanced Production Management
X
X
X
X
6 hours
3 hours
1 day
1/2 day
Course Name
5
Updated 01/27/2015
10.0.600
10.0.700
FUNCTIONAL AREA - SALES

Release
Estimate
Live
d SelfTraining
Paced
Course
Completi
Duration
on Time
Customer Relationship Management
6 hours
1 day
Quote Management
3 hours
1/2 day
Order Management
6 hours
1 day
Customer Pricing
3 hours
1/2 day
Case Management
3 hours
1/2 day
Demand Management
6 hours
1 day
Configurator
6 hours
1 day
Sales Kitting
6 hours
1 day
Multi-Company Configurator
6 hours
1 day
Course Name
6
Updated 01/27/2015
Order Fulfillment (Allocation)
7
Updated 01/27/2015
6 hours
1 day
10.0.600
10.0.700
FUNCTIONAL AREA - SERVICE

Release
Estimate
Live
d SelfTraining
Paced
Course
Completi
Duration
on Time
Introduction to Project Management
3 hours
1/2 day
Project Management
6 hours
1 day
Project Billing - Cost Plus***
2 hours
1 day
Project Billing - Fixed Fee***
2 hours
1 day
Project Billing - Progress Payments***
2 hours
1 day
Project Billing - Time and Materials***
2 hours
1 day
Time and Expense Management
6 hours
1 day
Course Name
8
Updated 01/27/2015
Maintenance Management
6 hours
1 day
Field Service
3 hours
1/2 day
***The Project Billing specific courses are combined into a one day live training.
9
Updated 01/27/2015
Course Name
Epicor ERP Installation Overview

Epicor Social Enterprise
Styling and Themes
Introduction to the Dashboard
Database Concepts
Business Activity Queries
Advanced Dashboards
SQL Server Reporting Services
Embedded Customization
Global Alerts
Introduction to Executive Dashboards
10.0.700
10.0.600
FUNCTIONAL AREA - TOOLS

Release
Estimate
Live
d SelfTraining
Paced
Course
Completi
Duration
on Time
Available Live Only

X
X
3 hours
X
X
2 hours
X
X
3 hours
X
X
2 hours
X
X
6 hours
X
X
6 hours
LO
X
6 hours
X
X
6 hours
X
X
3 hours
X
X
2 hours
1 day
1/2 day
1/4 day
1/2 day
1/4 day
1 day
1 day
1 day
1 day
1/2 day
1/4 day
Build an Executive Dashboard
6 hours
Epicor Web Access

Auto Print
Advanced Embedded Customization
Business Process Management
X
X
X
X
X
X
X
X
3
3
6
6
Advanced Business Process Management
6 hours
1 day
Epicor Information Worker for Epicor ERP****

Epicor Information Worker - Administration for Epicor
ERP****
System Setup and Management
System Administration
2 hours
1/2 day
2 hours
1/2 day
X
X
X
X
6 hours
6 hours
1 day
1 day
LO
6 hours
1/2 day
Performance Tuning
Performance Techniques
hours
hours
hours
hours
Available Live Only
Epicor Service Connect for Epicor ERP
Advanced Epicor Service Connect for Epicor ERP

10
Updated 01/27/2015
12 hours
Available Live Only
1 day
1/2 day
1/2 day
1 day
1 day
1 day
2 days
2 days

Enterprise Search Admin
LO
4 hours
1/2 day
Epicor EPM Performance Canvas
6 hours
1 day
Epicor EPM Server and Cube Connect
6 hours
1 day
Epicor EPM Canvas Planning
6 hours
1 day
Software Developer Kit (SDK)
Available Live Only
5 days
Epicor Knowledge Mentor Author
Available Live Only
2 days
Introduction to XSOL InOrder
Available Live Only
1 day
LO indicates course is only available in a live training

setting.
****The Information Worker specific courses are combined into a 1/2 day live training.
Copyright 2014 by Epicor Software Corporation. Epicor, Vantage and the Epicor logo are registered trademarks
trademarks referenced are the property of their respective owners. The education materials and offerings depicted
Corporation and are subject to change without notice. This document is for informational purposes only. Epicor ma
document. The contents of this document are believed to be current and accurate as of its date of publication. All
11
Updated 01/27/2015
10 Curriculum Roadmap
ncluding those available as instructor-led only, to help you to implement and run
on. Courses are categorized into seven functional areas - Foundation, Financial,
in the recommended completion order.

vice packs the course is available and the time needed to complete this course on
are available as instructor-led only - in the classroom, virtual, or onsite.
Credits - The duration of the course when taught live virtually and the number of
on credits assigned to courses when taught in the classroom or onsite, contact
he Class Schedule page on EPICweb
).
AL AREA - FOUNDATION
Virtual
Educatio
n Credits
Job Roles
4
4
6
4
4
4
4
4
4
4
4
8
8
16
All
All
All
All
All
All
All
All
All
All
All
All
All
All
16
All
4
6
All
All
12
Updated 01/27/2015
NAL AREA - FINANCIAL

Virtual
Educatio
n Credits
Job Roles
AP Clerk, AR Clerk, CFO/Controller, Cost

Accountant, Payroll Staff
CFO/Controller, Accountant/Financial
Specialist, AP Manager, AR Manager,
Payroll Manager, System Administrator
AR Clerk, CFO/Controller, Cost Accountant,

Payroll Staff
AP Clerk, CFO/Controller, Cost Accountant,

Payroll Staff
8
16
4
CFO/Controller, AP Clerk, AR Clerk

CFO/Controller, Cost Accountant
CFO/Controller
CFO/Controller
CFO/Controller, COO/Operations Manager,

Account Manager, Employees who design
financial reports for the company
Cost Accountant, CFO/Controller, AP Clerk,

AR Clerk, COO/Operations Manager,
Payroll Staff
Cost Accountant, CFO/Controller, AP Clerk ,

AR Clerk
AR Clerk, AP Clerk, CFO/Controller
4
4
6
6
4
6
AR Clerk, CFO/Controller
AR Clerk
AP Clerk, Cost Accountant
AR Clerk
AP Clerk and AR Clerk
AP Clerk, CFO/Controller
CFO/Controller, Payroll Staff
CFO/Controller, Cost Accountant, Payroll

Staff
CFO/Controller
13
Updated 01/27/2015
8

Accountant

AR Clerk, Payroll Staff

Accountant

Accountant

Account Manager, System Administrator
14
Updated 01/27/2015
ONAL AREA - MATERIAL

Virtual
Educatio
n Credits
Job Roles
COO/Operations Manager, Manager, Shop

Floor Employee, Shop Floor Manager,
Scheduler, Shipping and Receiving, QA
Inspector, Production Manager, Engineer
Cost Accountant, Shipping and Receiving,

Material Handler, Production Manager
14
Purchasing Staff/Buyer, COO/Operations

Manager
Shipping and Receiving Manager, QA

Inspector
QA Inspector, Order Entry Staff, Customer

Service Representative
Purchasing Staff/Buyer, Shipping and

Receiving, QA Inspector
Purchasing Staff/Buyer, CFO/Controller
Shipping and Receiving Manager, Shop

Floor Manager

Scheduler, Shipping and Receiving, QA
Inspector, Production Manager, Engineer
8
6
Shipping and Receiving

Purchasing Manager
Shipping and Receiving, Purchasing Staff,

Purchasing Manager
es - Purchase Management (1 day) and Purchase Management - Specialized
live training.
15
Updated 01/27/2015
AL AREA - PRODUCTION
Virtual
Educatio
n Credits
Job Roles

Production Manager, Engineer, Sales
Engineer/Pre-sales
COO/Operations Manager, Shop Floor

Employee, Shop Floor Manager, Scheduler,
Production Manager, Engineer
16
CFO/Controller, Cost Accountant,

Shop Floor Employee, Shop Floor Manager,

Production Manager
COO/Operations Manager, Manager,

Scheduler Production Manager
8
6
Scheduler, Engineer
Scheduler, Engineer

Production Manager

Employee, Shop Floor Manager, Production
Manager
CFO/Controller, Cost Accountant,

Shipping and Receiving, QA Inspector

Shipping and Receiving, QA Inspector,
8
6
Manager, Shop Floor Manager

Scheduler
16
Updated 01/27/2015
IONAL AREA - SALES

Virtual
Educatio
n Credits
Job Roles
Sales Manager, Order Entry Staff, Sales

Representative, Sales Engineer/Pre-sales,
Account Manager, Customer Service
Representative
Sales Manager, Production Manager,
Engineer, Sales Representative, Sales
Engineer/Pre-sales, Account Manager
Shipping and Receiving, Sales Manager,
Order Entry Staff, Sales Representative,
Sales Engineer/Pre-sales, Account
Manager, Customer Service
Representative
Sales Representative, Sales Engineer/Presales, Account Manager
Sales Manager, Order Entry Staff, Sales

Representative, Sales Engineer/Pre-sales,
Account Manager, Customer Service
Representative
COO/Operations Manager, Production

Manager, Sales Manager, Sales
Engineer/Pre-Sales, Account Manager,
Sales Representative
Sales Manager, System Administrator,

IT/Technical Staff
Sales Representative, Sales Engineer/Presales, Account Manager, Sales Manager
Production Manager, Sales Manager,

System Administrator, IT/Technical Staff
17
Updated 01/27/2015

Payroll Staff, Shop Floor Employee, Shop
Floor Manager, Scheduler, Shipping and
Receiving, QA Inspector, Production
Manager, Engineer, Purchasing
Staff/Buyer, Sales Manager, Order Entry
Staff, Customer Service Representative,
Sales Engineer/Pre-Sales, Account
Manager, Sales Representative, System
Administrator, IT/Technical Staff
18
Updated 01/27/2015
ONAL AREA - SERVICE

Virtual
Educatio
n Credits
Job Roles
Production Manager, Sales Manager,

Project Manager, General Manager
Sales Manager, Production Manager
CFO/Controller, AR Clerk, COO/Operations

Manager, Shop Floor Manager, Scheduler,
Manager, Order Entry Staff, Account
Manager

Manager

Manager

Manager

COO/Operations Manager, Payroll Staff,
Scheduler, Production Manager, Sales
Manager, System Administrator,
IT/Technical Staff
19
Updated 01/27/2015

Shipping and Receiving, QA Inspector,
Production Manager, Engineer, Purchasing
Staff/Buyer, Order Entry Staff
Order Entry Staff, Sales Representative,

Sales Engineer/Pre-sales, Account
Manager, Customer Service
Representative, Sales Manager
ive training.
20
Updated 01/27/2015
IONAL AREA - TOOLS

Virtual
Educatio
n Credits
Job Roles
8
6
4
6
4
8
8
8
8
6
4
System
All
System
System
System
System
System
System
System
System
System
Business Analysts, System Administrator,

IT/Technical Staff
6
6
8
8
Administrator, IT/Technical Staff

Administrator,
Administrator,
Administrator,
Administrator,
Administrator,
Administrator,
Administrator,
Administrator,
Administrator,
IT/Technical
IT/Technical
IT/Technical
IT/Technical
IT/Technical
IT/Technical
IT/Technical
IT/Technical
IT/Technical
Staff
Staff
Staff
Staff
Staff
Staff
Staff
Staff
Staff
System Administrator/IT Technical Staff

Business Analysts, System Administrator,
IT/Technical Staff
8
8

Technical Support Specialists, System

Administrator, IT/Technical Staff,
Department Managers
Technical Support Specialists, System

Administrator, IT/Technical Staff,
Department Managers
16
16
Engineer, System Administrator,

IT/Technical Staff
21
Updated 01/27/2015
6

IT/Technical Staff
System Administrator, Business Analysts,

COO/Operations Manager, CFO/Controller,
Sales Manager, Account Manager, Sales
Representative, IT/Technical Staff


40

IT/Technical Staff
16
Training Developers, Documentation

Writers, Subject Matter Experts
Project Managers, Team Leads, Process

Engineers
2 day live training.
e Epicor logo are registered trademarks of Epicor Software Corporation. All other
ucation materials and offerings depicted in this document are produced by Epicor Software
informational purposes only. Epicor makes no warranties, express or implied in this
ccurate as of its date of publication. All rights reserved.
22
Updated 01/27/2015

Epicor 10.0.700 Curriculum Roadmap

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Epicor 10.0.700 Curriculum Roadmap

Uploaded by

Copyright:

Available Formats

Epicor ERP 10 Curriculum Roadmap

Introduction to Epicor ERP

Available Live Only

Available Live Only

Epicor ERP 10 Curriculum Roadmap

FUNCTIONAL AREA - FINANCIAL

Advanced General Ledger

Introduction to Advanced Financial Reporting

Advanced Report Designing for AFR

Year End Processing and Procedures

Epicor ERP 10 Curriculum Roadmap

Available Live Only

Epicor ERP 10 Curriculum Roadmap

Inventory Management - Specialized Processing

Shipping and Receiving**

Serial Number Tracking

Epicor ERP 10 Curriculum Roadmap

FUNCTIONAL AREA - PRODUCTION

Material Requirements Planning

Manufacturing Execution System

Enhanced Quality Assurance

Advanced Material Management

Epicor ERP 10 Curriculum Roadmap

FUNCTIONAL AREA - SALES

Customer Relationship Management

Epicor ERP 10 Curriculum Roadmap

Order Fulfillment (Allocation)

Epicor ERP 10 Curriculum Roadmap

FUNCTIONAL AREA - SERVICE

Introduction to Project Management

Project Billing - Cost Plus***

Project Billing - Fixed Fee***

Project Billing - Progress Payments***

Project Billing - Time and Materials***

Time and Expense Management

Epicor ERP 10 Curriculum Roadmap

Epicor ERP 10 Curriculum Roadmap

Epicor ERP Installation Overview

FUNCTIONAL AREA - TOOLS

Available Live Only

Build an Executive Dashboard

Epicor Web Access

Advanced Business Process Management

Epicor Information Worker for Epicor ERP****

Available Live Only

Epicor Service Connect for Epicor ERP

Advanced Epicor Service Connect for Epicor ERP

Available Live Only

Epicor ERP 10 Curriculum Roadmap

Epicor EPM Performance Canvas

Epicor EPM Server and Cube Connect

Epicor EPM Canvas Planning

Software Developer Kit (SDK)

Available Live Only

Epicor Knowledge Mentor Author

Available Live Only

Introduction to XSOL InOrder

Available Live Only

LO indicates course is only available in a live training

in the recommended completion order.

NAL AREA - FINANCIAL

AP Clerk, AR Clerk, CFO/Controller, Cost

AR Clerk, CFO/Controller, Cost Accountant,

AP Clerk, CFO/Controller, Cost Accountant,