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Contents
Contents
Introduction to Epicor ERP.....................................................................................................5
Before You Begin....................................................................................................................6
Audience.........................................................................................................................................................6
Prerequisites....................................................................................................................................................6
Overview.................................................................................................................................7
User Interface..................................................................................................................................................7
Switch Between the Classic Menu and Modern Shell Menu.......................................................................7
Modify the Configuration Settings File...............................................................................................7
Use Runtime Argument.....................................................................................................................8
Classic Style and Menu.............................................................................................................................8
Logging in Classic Style......................................................................................................................8
Main Menu.......................................................................................................................................8
Menu Bar..........................................................................................................................................9
Folder List..........................................................................................................................................9
Contents Pane...................................................................................................................................9
Status Bar..........................................................................................................................................9
Modern Shell and Menu.........................................................................................................................10
Logging In to the Modern Shell.......................................................................................................10
Home Page......................................................................................................................................10
Tiles.................................................................................................................................................10
Quick Access to Open Forms...........................................................................................................10
Application Bar................................................................................................................................11
Change Company...........................................................................................................................11
Menu..............................................................................................................................................11
Settings...........................................................................................................................................11
Application Help and Field Help.....................................................................................................................12
Accessing the Help.................................................................................................................................12
Available Options in Help........................................................................................................................12
Internet Component Environment (ICE)..........................................................................................................13
Personalization...............................................................................................................................................13
Customization...............................................................................................................................................14
Application Overview...........................................................................................................15
Core Modules........................................................................................................................17
Quote Management......................................................................................................................................17
Order Management.......................................................................................................................................18
Purchase Management..................................................................................................................................20
Scheduling.....................................................................................................................................................22
Job Management...........................................................................................................................................23
Shipping and Receiving..................................................................................................................................24
Inventory Management..................................................................................................................................24
Contents
EPICweb.................................................................................................................................28
Workshop - Access EPICweb..........................................................................................................................28
Log on to EPICweb.................................................................................................................................28
Find a Course/Enroll in a Course.............................................................................................................28
Enroll in a Course............................................................................................................................28
Audience
Specific audiences will benefit from this course.
All Users - This course targets an audience with little to no detailed knowledge of the Epicor application and
its overall functionality.
Prerequisites
To complete the workshops in this course, the necessary modules must be licensed and operating in your training
environment. For more information on the modules available, contact your Epicor Customer Account Manager
at EpicorCAM@epicor.com. It is also important you understand the prerequisite knowledge contained in other
valuable courses.
Computer and Internet Navigation Basics - The Epicor application operates in a Microsoft Windows
environment; therefore, knowing how to navigate in a Windows environment and the Web will help facilitate
the learning experience. Students should be familiar with computer hardware components such as the keyboard
and mouse, navigation keys on the keyboard, such as the Tab and Enter keys, and navigation buttons, such
as the Back button.
Overview
Overview
Epicor ERP is the next generation solution developed by Epicor Software Corporation. It introduces a total
manufacturing solution for the mid-market segment. It is considered to be a premier ERP program. This means
all of the available modules that make up the database interface with each other with no additional programming.
This Epicor application is built to leverage the Microsoft .NET Framework and Microsoft SQL Server in
order to provide a leading-edge technological solution that offers Epicor's manufacturing customers a framework
that will support their business needs now and in the future.
User Interface
The Epicor ERP is a feature-rich Enterprise Resource Planning software package. In order to gain a thorough
understanding of how the software works, it is important to understand how to navigate in the application.
The Epicor application is designed for versatility and integration. To enrich user experience, two types of User
Interfaces (UI) are available: Classic Menu and Modern Shell Menu.
Overview
Epicor application using the User ID and Password entered when you first logged into your Windows
operating system.
Double-click the Epicor application icon on your desktop to log in to the application.
The Log On dialog box displays. Enter your User ID and Password and click OK to log in.
Main Menu
The Main Menu allows you to quickly locate and start programs. It uses a file folder system, similar to Microsoft
Windows, that allows navigation to specific modules and programs.
Top Level
Related modules are grouped together below the top level folders. For example, all of the financial modules such
as Accounts Payable, Accounts Receivable, and General Ledger are grouped below the Financial Management
folder.
Overview
Module Level
This level contains the application's modules. Each module has its own folder.
Functional Level
Each module's functionality is divided into three subfolders:
Setup - This folder contains all of the Maintenance programs that apply to the current module.
General Operations - This folder contains all the Entry and Tracker programs that apply to the current
module.
Reports - This folder contains all the reports that apply to the current module.
Icon Level
This level contains all of the icons used to start the programs. When you click an icon, its corresponding programs
display in the Contents pane.
Menu Bar
The Classic user interface employs a Menu bar at the top of the window.
The Menu bar allows you to perform many basic tasks, including the following:
Set your view of the Main Menu.
Change the company and site into which you are logged.
Change the language for your session.
Change your password.
Change the ID under which you are logged in.
Access the Application Help.
Exit the Epicor application.
Save your settings when you exit.
Folder List
The Folder List is the tree view of the Main Menu on the left side of the screen. It displays the names of the
companies and sites that have been defined in the Epicor application.
Contents Pane
The Contents Pane is to the right of the Folder List. It displays the contents of the folder selected in the Folder
List. You typically launch programs from the Contents Pane. Use the View menu to select which elements of
the main interface you wish to display. If you select Full Tree from the View menu, you can launch programs
directly from the Folder List.
Status Bar
The Status bar is at the bottom of the main interface. It displays your current User ID, current language, and
current company. Use the Options menu to change the current User ID, company, site, or language.
Note The Status bar display varies depending on your Preference settings.
Overview
Home Page
When you launch the application using the Enhanced menu, the Home Page displays. The Home Page is a
modern starting point where you can access all of your Epicor programs, favorite apps and websites.
Tiles
You can customize your Home Page by adding mosaic Tiles.
Use tiles to access applications or documents, clicking or tapping them to launch. There is an embedded wizard
you can use to determine the type of tile you want to add and to define the main parameters such as name,
color, or sizing options. The following are examples of what you can do with tiles:
Create links to programs, URLs, or documents
Display Business Activity Query results within a Home Page tile
Create placeholders for your favorite Epicor forms
Use standard tiles delivered by Epicor for access to the Menu, Settings, Help, or Recent Forms
View Epicor Social Enterprise message feeds and post messages from the Home Page
You can use Tile groups to organize your tiles within the Home Page. You can reposition tiles within a group,
move tiles from one group to another, change size, color, and names of groups, edit tiles in your Favorites list,
and remove unwanted tiles or entire Tile groups.
10
Overview
Application Bar
Use the sliding Application Bar found at the bottom of the page to access the Search application and invoke
context menu options.
The following is a list of main features:
On the right side of the bar, use context specific buttons that change based on the active item.
On the left side of the bar, launch the Search application to search through the available menu items. You
can also use a web search engine of your choice.
Change Company
Use this function to change the company for which you are entering data. You can enter data for any company
for which you have authorization.
Note Use User Account Maintenance to maintain the list of companies for which each user is authorized.
To change the company, click the link and select a company on the list.
Menu
Use the Menu application launched from the Home Page to access Companies, Modules, and Programs found
within the Epicor ERP application.
Programs are grouped first by module category, then by module, and last by function.
The following are available from the Menu application:
View Mode - choose between Zoom view and Tree view
Contents Pane View - choose between a List view or a Tile view
Waiting Status Slider - shows the status of opening forms
Context Menu - activated by right-clicking a menu item
Settings
Use the interface Settings launched from the Home Page to control your current environment settings such as
changing a user or language, selecting a preferred color scheme, or configuring your Epicor Social Enterprise
login parameters.
The following are controlled from the Settings:
General Operations - to change current environment options
Colors - to customize the look of your menu
Home Page - to select how many tiles to display in a vertical column on the Home Page
Splash Screen - to customize the screen that displays during the login process
Search - to select a search engine to use on the Search panel
11
Overview
12
Overview
Personalization
Everyone using the application has different needs. Some want the columns on a grid placed in a different
sequence. Others need different options available on a program's status bar. Still others need a program to verify
data after he or she performs specific actions. Set up the Epicor application to reflect your individual needs.
The Epicor Personalization Tools allows modification of each program's interface. Personalize every program
that is used; this allows refining of the interface to better match the tasks performed every day.
Features of the program's interface that can be personalized include:
Options - Define the internal personalizations for a program using the Options window. The options you
select become the default for the program.
Toolbars - Adjust the toolbar positions within the program window.
Grids - Manipulate the order in which columns display within each grid, as well as modify each grid. Some
sheets contain grids, which display information through a combination of rows and columns.
Tree View - Automatically hide or display the program's tree view within the program.
Personalization Mode - Activate this mode to move controls and modify control properties within the current
program. Share personalizations with other application users by importing and exporting the personalizations.
13
Overview
Customization
Customization refers to the ability to modify aspects of the user interface and application functionality. This
includes the ability to model the changes, track changes, pilot changes, and deploy and rollout changes to the
user community.
Customization of nearly every program within the application is possible; it is a powerful tool. Customization can
save time and money because these modifications allow the direct matching of the application to your business
needs.
The application includes a variety of customization tools.
Add controls such as text boxes and lists, and then link them to a selected data source.
Create new sheets that are available to all employees, a specific employee, and even different companies.
Activate your own customized code through events or new buttons; this feature allows processes to run that
are unique for your company.
Customization Main Features
Work in Process Stages
Save your customization as Work in Process stages. Reload a previous stage if your customization is not working
correctly. Customizations are also initially available in a test environment, so you can ensure the customization
works properly before it is released.
Multiple Customization
Develop multiple customizations for the same program. Next, set up each user account so that specific employees
can view and use this customization.
For example, two employees are responsible for purchasing specific items. One employee purchases spare parts,
while the other hires subcontractors. Customize a program, such as Purchase Order Entry so that one employee
has a spare parts purchasing sheet, while the other has a subcontracting purchase sheet.
Export Customization
Export Customization outside of the application. Customizations are then available to anyone outside of your
network. If your company has a relationship with another company, this feature allows the customization to be
shared with them.
Revert to Original Format
If the customization does not work or if it is no longer needed, the program can revert back to its default
configuration.
Custom Localization Layer
Develop the localization layer for any program. The localization layer is a type of customization layer. It is applied
to a program interface at startup in a similar way that the customization layers are applied. The localization layer
allows the override of the default culture behavior and appearance of the fields, based on localization needs.
When creating the custom localization layer, it is possible to:
Hide fields that are not applicable for a specific culture.
Show fields that are applicable for a specific culture but not for the base product.
Change the formatting of a field or control to format differently from the base formatting or localized
formatting.
For more information on how to develop the localization layer for any program, refer to Application Help topic:
Localization Layer.
14
Application Overview
Application Overview
Within every company there are distinct job roles. The Epicor application is broken into many different modules
allowing each department to perform their job duties all while sharing universal data. This allows you to store a
complete history of interactions with a customer.
Module Diagram
The diagram below shows the break out of module categories in your application.
15
Application Overview
16
Core Modules
Core Modules
Epicor ERP has three customer cores: the manufacturing customer, the financial customer and the distribution
customer. There are core modules within the application that address each core customer's specific application
needs. This section of the course reviews, the modules' main features and benefits.
Epicor offers embedded courses for each module, explaining the functionality of the programs. Workshops within
the courses offer a hands-on, step-by-step process demonstration of how to use these programs.
Quote Management
Quote Management is often the starting point for the supply chain cycle. When you enter a quote, manufacturing
details are entered for the record. These records provide your organization with a solid head start for Job
Management, Scheduling, Purchasing, and other functions of the application. Best of all, the result is greater
efficiency.
Review this list for information on key features in the Quote Management module.
Manufacturing Details
Get details for a part, configure the part, and determine the applicable pricing of the part, directly from
Opportunity/Quote Entry.
Miscellaneous Charges
Enter unlimited miscellaneous charges or credits on each quote header or quote line. These charges will then
print on the quote and applicable order, and carry over to invoicing.
Opportunity/Quote Entry
Opportunity/Quote Entry provides the optional ability to automatically populate fields within the Engineering
General Operations programs, when you open the program. Data that populates relates to Parts, Operations,
Capabilities, Resource Groups and Resources. There is no provision to load data based on a Named Search, a
Business Activity Query (BAQ) or a Dashboard.
Quote Order Wizard
Quickly generate appropriate orders from new quotes. Create, plan, schedule, and release jobs against multiple
lines and multiple releases.
Quote Tracker
As a single source for all activity about an order, use the Quote Tracker to see a summarized view of the quote;
then drill down on selected items to see greater details. Based on technology used in the dashboard, optionally
use real-time data to link to other parts of the application.
One Time Ship To Location
Create a one time ship to location on an individual quote or sales order.
Indicate within Customer Maintenance whether a customer record requires one time ship to locations on
sales orders. This activates the One Time check box within Opportunity/Quote Entry and Sales Order
Entry, where a unique shipping address is entered on a specific sales order.
Next, create a sales order (or a quote later turned into a sales order) that ships part quantities to this unique,
third-party customer location. Use this functionality, for example, when making a shipment to the customer
of your distributor.
17
Core Modules
If needed, indicate that this ship to location should become either a new customer record or a new ship to
location for the original customer record.
Searches
Search by Quote Number, Customer Name, Sales Person, Part Number, and Customer Part Number. Filter by All,
Quoted, Lead, Opportunity, Quote, and Not Quoted. Narrow your search to a particular territory to return a more
powerful search for quotes.
What-If Scheduling
Perform a what-if schedule on a quote line, for better understanding and communicating when a part might be
completed.
Order Management
Order Management drives the Epicor ERP system. From the time you enter a sales order, you track its progress
through final shipment, producing timely reports on demand. All sales orders and change orders are effectively
managed online, reducing the chance for error and smoothing out the entire order-to-delivery process for
maximum customer satisfaction.
Alternate Parts
Improve order accuracy and ability to enhance sales by defining upgrade, downgrade, substitute, and
complementary parts for each part record.
You can define alternate parts on each part record. These parts are defined as being either a direct substitute, a
downgrade substitute, an upgrade substitute, or a complementary product to this part.
When you enter sales orders, they can display suggestions for upgrading, downgrading, substituting, or
complementing the original part. You can select a different part that better reflects the needs of the customer.
This feature both improves customer satisfaction and enhances sales accuracy.
Backorders
Orders automatically create backorders for lines shipped incomplete. Backorder flexibility allows customer-specific
backorder parameters for complete order lines or complete orders to be set.
Blanket Orders
Establish multiple releases (set up as either firm or not firm) for each sales order line and pull parts directly from
inventory, or seamlessly integrate with Job Management to generate production orders.
Build Order from History
Create new sales orders based on previous detail lines defined for a specific customer.
Use this functionality to pull up previous sales orders linked to a specific customer. Filter the results by selecting
a specific date; all sales orders created on or after this date then display in the Build Order From History window.
Next, select the specific sales order detail lines to use again on a current sales order. By clicking OK, the selected
detail lines populate the order. Edit each line as needed.
Credit Card Authorization and Encryption
With the increased use of credit cards to purchase products, it is necessary to have an integrated system to record
and encrypt credit card information as well as process the payment.
The Credit Card Security programs protect credit card information stored in the database. These programs are
designed to meet the storage security requirement of the Data Security Standard.
In accordance with these requirements, Epicor ERP maintains two components to encrypt credit card data: the
password and the salt value. Both values are maintained separately in order to enhance data security.
18
Core Modules
Credit Checks
Check customer credit status online within Opportunity/Quote Entry, Sales Order Entry and Customer
Shipment Entry.
Buy to Orders
Each sales order release can be a buy to sales order linked to a specific purchase order.
Use this functionality, available on the Releases > Detail sheet, within Sales Order Entry to link a supplier to
a specific sales order release. Next, indicate the purchase order, line, and release needed to connect with the
sales order.
You can mark the sales order release as a Drop Ship item.
Fulfillment Processing
Use the Fulfillment Workbench to reserve and allocate material for sales, transfers and job order types. This
feature also includes the capability to cross-dock, tying potential supply to the demand picked against inventory.
Reserve quantities at the warehouse level and then allocate quantities from the reservation. The allocated quantity
nets from the reserve quantity, creating a hard, directed allocation that includes the lot, bin, and serial numbers
of the quantity requested through the sales order release.
Various fulfillment techniques, such as pick, pack, and console-driven handheld processes, can now be
performed by using templates that automate the fulfillment process for each type.
One Time Ship to Location
Create a one time ship to location on an individual quote or sales order.
Indicate within Customer Maintenance whether a customer record requires one time ship to locations on sales
orders. This activates the One Time check box within Opportunity/Quote Entry and Sales Order Entry, where you
can enter a unique shipping address on a specific sales order.
If needed, indicate that this ship to location should become either a new customer record or a new ship to location
for the original customer.
Order Job Wizard
Quickly generate appropriate jobs for new orders in a single step that creates, plans, schedules, and releases jobs
against multiple lines and multiple releases.
Order Tracker
As a single source for all activity about an order, use the Order Tracker to see a summarized view of the order
then drill down on selected items to see greater details (for example, lines, releases, shipments, charges, bookings,
audit, and payment information). Based on technology used in the Dashboard, use real-time data to link to other
parts of the application.
Wave Picking
Consolidate similar sales orders together using a Wave Picking process. Leverage this functionality to fully utilize
the resources within manufacturing centers to efficiently produce a quantity of similar parts.
Multiple orders can be grouped under the same wave number. During the fulfillment process, combine the
transactions needed to pick multiple sales orders that are similar.
For example, you have 50 sales orders that create demand for Part A. You group all 50 sales orders under the
same wave, moving the inventory (pick) from stock to shipping for all 50 sales orders at the same time. Without
the wave functionality, you would need to pick each transaction individually.
A planner can continue to add sales orders to a wave until the first part quantity is picked or packed. Once
allocated items are moved from the picking warehouse to the packing warehouse, the wave group is closed no
further sales orders can be added to it.
19
Core Modules
Purchase Management
Purchase Management manages purchase order creation and monitoring. The detailed lines on a purchase order
may be for purchases of inventory, job material, subcontract operation, or for other material, but you can change
the destinations of these items upon their receipt.
Purchase order receipts update the purchase order and history files. This provides a reference to assist in future
purchasing decisions. Purchase order suggestions use the Time Phased Material Requirements Report for streamlined
purchase order creation.
Purchase Management Features
Automated Purchasing Tools: Turns purchase order suggestions into purchase orders with little manual
effort.
Purchase Requisitions: Allows for the initiation, approval, and tracking of PO requisitions.
Purchase History: Provides detailed information on POs and receipts over an extended period of time.
Individual Line Items and Mass Receipts for POs: Displays the options available for receiving one line or
all lines on a PO.
Supplier Part Number/Stocking Part Number: Displays numbers that are now able to be cross-referenced.
Price Breaks: Displays price breaks and includes effective dates.
Supplier Approval: Signifies that an approval is available for a specific part or group of parts. Activating the
Supplier Approval function can be applied to a job or for a specific customer.
Purchase Management Process Flow
Purchase Management provides a dynamic interface for the communication of purchasing information both
internally and to and from suppliers. This diagram illustrates the Purchase Management Process Flow, beginning
with the generation of a purchase order, and ending with the commitment of purchasing transactions.
20
Core Modules
21
Core Modules
Scheduling
Scheduling is the process of determining the time, tasks, and resources required to attain an objective. This
objective may be large and complex, such as constructing a new building, or a simple task such as preparing a
meal. In order to successfully schedule, the following information is needed:
Tasks that must be completed.
Order in which tasks need to be completed, including identifying any pre-requisites.
Time needed to complete each task.
Projected completion date of each task.
The process of scheduling determines when you must start each task or operation in order to meet a target
completion time. This process also determines which tasks may potentially delay meeting this objective. In a
manufacturing company the process of scheduling requires the following:
1.
A list of operations to be completed and the order in which they must be completed. This list is referred to
as a Routing or Bill of Operations.
2.
Estimated times to set up machines and to perform the actual manufacturing operations.
3.
The scheduling process then assigns estimated start and completion dates for each operation in one of two ways:
forward scheduling or backward scheduling.
Forward Scheduling
This method takes the target start date and adds the estimated operation time of the first operation to compute
its estimated completion date. It then uses that date as the estimated, or scheduled, start date for the next
operation, continuing until all operations have been scheduled and an estimated completion date for the job
results. This process is illustrated in the graphic below:
22
Core Modules
Backward Scheduling
This method begins with the target completion date for the job and subtracts the estimated operation time for
the last operation to compute its scheduled starting time which, in turn, becomes the scheduled completion time
of the previous operation. This process continues until the first operation is scheduled and the scheduled start
date for the job results. This process is illustrated by the following graphic:
Job Management
Job Management provides a comprehensive manufacturing control system designed for Routing, Scheduling,
Costing, and Tracking of parts. These parts are custom or repetitive parts produced for inventory or to ship to
the customer from the site floor.
Tools
There are several tools available to assist with the creation and management of jobs in the application:
Planning Workbench - Provides a view of all job related actions.
Job Manager - Reviews the relationship between jobs and demand.
Job Costing - Compares job estimates to actual costs by job, operation, or material.
Order to Job Linking - Creates one job with one delivery or creates one job with multiple deliveries.
Planned Overproduction of Assemblies - Produces and auto receives overproduction quantities to inventory
on a job.
Job Creation Methods
Jobs can be created in the software using any one of several different methods:
Quick Job Entry - Provides a streamlined job creation ability.
Manually - Creates a job for inventory using the Time Phased Material Requirements report for stocked
parts.
MRP Module - Creates planned jobs for stocked and non-stocked items.
Planning Workbench - Notifies of all new sales order requirements and changes for all non-stocked parts.
Order Job Wizard - Displays demand, supply, and inventory by part and provides job linking, job creation,
and pull from inventory capability.
23
Core Modules
Inventory Management
The primary function of the Inventory Management module is to manage the flow of materials from an incoming
purchase order (PO) through manufacturing and ultimately, shipment to the customer. These items can be shipped
24
Core Modules
from stock or inventory, received to stock, or received directly to the job. Inventory transactions are made
in the same manner regardless of the manufacturing environment. These manufacturing environments could be
Make-To-Order (MTO) or Make-To-Stock (MTS). Ultimately, these transactions result in revenue and post to
the general ledger (GL).
Features of the Inventory Management Module
UOM inventory
Serial control, custom serial formatting, serial number tracking
Cost tracking
Cycle and physical counts
Lot control and tracking
RoHS compliance
Container tracking of supplier shipments
Consignment inventory
Inventory Management Terminology
Assembly - All of the manufactured components or parts required to make each part for the customer.
Assemblies are identified separately from raw materials in job and quote entry. In the bill of materials
(Engineering Module), assemblies are identified as materials that should be Pulled as Assembly.
Parent Assembly - An assembly that is the result of two or more subassemblies.
Sub Assembly - Manufactured parts needed in a parent assembly.
Material - Identifies all of the raw materials required to make each part produced. Material information
includes the part number, quantity required and estimated cost. If the part number exists in the part master
file, an allocation is created when a job material requirement is entered.
Finished Goods - Parts that are considered complete and ready for shipment.
Expense Items - Items ordered to a GL expense account which are not usually considered inventory and can
be consumed in the manufacturing process.
Fulfilment Workbench
Reserves specific parts in inventory for specific sales orders.
Prioritizes orders to allocate stock to the highest priority customers first.
Provides more efficient picking and shipping of sales orders.
25
Core Modules
2.
3.
Other Features
A material queue is available of parts to deliver to resource groups or resources.
Barcodes can be printed throughout the process to label containers in order to identify WIP and inventory.
Accounts Payable
Use the Accounts Payable (AP) module to enter supplier invoices for purchases, and then create checks for the
invoices to be paid.
The application can generate payments for all invoices due, invoices for a particular supplier, or for specific
invoices. Customer historical information can be stored indefinitely.
Use the AP module to update both purchase orders in Purchase Management, as well as actual job costs.
Adjustments are created if the purchase price does not match the invoiced price. The AP module tracks how
much is owed and when payment is due.
Key Concepts of Accounts Payable Processing
In an interfaced environment, AP and Expense related general ledger accounts are defined using GL Control
Codes and GL Control Types.
An AP Clearing account is required; it acts as the Accrued (or Unvouchered Receipts) account.
Invoicing and payment transactions are posted to the GL using the posting engine.
Typical Process Flow
26
1.
2.
3.
4.
5.
6.
Core Modules
Accounts Receivable
Use the Accounts Receivable (AR) module to bill your customers as orders are shipped and track payments as
they are received.
Because the creation of invoices is specified through the order release process, billing can be reduced to a different
quantity than that which was actually shipped.
You can preview customer invoices, print them on laser or continuous preprinted forms, or fax or email them
directly to your customer. The AR module tracks who is buying what, and who is paying their bills on time.
Key Concepts of Accounts Receivable Processing
In an interfaced environment, AR and sales-related general ledger accounts can be defined using GL Control
Codes and GL Control Types.
Optional use of an AR Clearing account controls the timing of Cost of Sales posting.
Invoices and cash receipts are posted to the GL using the posting engine.
Typical Sales Order to Payment Process Flow
1.
2.
3.
4.
5.
General Ledger
During implementation, few setup steps outweigh the importance of defining the company's Chart of Accounts
(COA). In the General Ledger module, defining the COA is a critical factor that can impact how the business
operates on a day-to-day basis.
At the core of the General Ledger module lies a company's COA or ensemble of General Ledger (GL) account
numbers. Each company has the ability to create multiple charts of accounts if their business practices dictate
that. On the outer walls of the accounts are unique segments, categories, allocations, references, and configurations
which define each account in the chart. The design of each wall significantly impacts the ability to easily prepare
financial reports for each area of business in a company.
Defining your Fiscal calendar also greatly affects how transactions display within reports and how they post to
the GL. Each calendar defined contains fiscal years and periods which provide a map of date ranges that guide
transactions to post to precise groups based on individual posting dates. This transactional separation allows
companies to keep more accurate records for a set fiscal year and for multiple fiscal calendars.
Similar to all financial modules in your manufacturing system, the General Ledger module follows a transactional
hierarchy. However, it can be changed to suit your company's needs through the setup and use of GL Controls
and User-Defined posting rules.
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EPICweb
EPICweb
EPICweb is the Epicor Portal used by customers, partners, and employees. This portal provides an entryway to
download information, access support services, and enroll in the Epicor Education courses.
Access to the EPICweb is controlled by Epicor's Information Services team. If you do not have a User name and
password contact your manager, or send an email to epicweb@epicor.com.
Note If you do not have an EPICweb account set up, contact your system administrator before performing
the workshop task, Enroll in a Course.
Log on to EPICweb
1. Open your browser.
2. In the Address bar, enter epicweb.epicor.com and press Enter.
3. When prompted, enter your User name and Password, then click OK.
Enroll in a Course
1. Locate a course (or courses), then select the Enrollment check box.
2. When you have completed the selections, click the Enroll Now button.
3. Verify the course (or courses) and click the Confirm button.
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EPICweb
4. Click OK to confirm that you have successfully registered for your course(s).
The My Courses page displays, listing the recently enrolled courses. When you are ready to begin the online
course, click on the course title.
5. Click Log Off to exit the current session.
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Conclusion
Conclusion
Congratulations! You have completed the Introduction to Epicor ERP course.
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