Title Description Product Track Session Type

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Learn how to take control of the spending in your business by managing everything from raising Breakout
Take Control of Your Business Spending With Advanced Requisition Management requisitions through approval and ordering with Epicor Advanced Requisition Management (ARM). Enterprise ERP - Upgrade to the Latest ERP
for eBackoffice (Enterprise) Users
Solar has come so far from its start as a Windows-based version of Eterm. In this session, learn ways to
5 Reasons to Leave Eterm Behind simplify your business by switching to Solar. Eclipse Distribution - Digital Distributor; Distribution - Tools and Technology Breakout
Today ’s businesses are leveraging the latest technologies such as mobile, social, and cloud to stay
competitive. Epicor drives not only technological advancement in each release of our solutions, but we
also deliver features that are designed by industry peers to support the latest best practices and
industry/regional compliance standards needed for business.
6 Reasons Driving Your Move to Epicor ERP 10 (for Epicor ERP 9, Vantage, and Come to this session to learn the 6 reasons driving your move to Epicor ERP 10. Learn how to:
Vista Users) Protect your competitive advantage with a solid software upgrade program Epicor ERP ERP - Upgrade to the Latest ERP Breakout
Improve efficiency and serve customers better with industry-driven solutions
Leverage cloud-enabled tools and services to minimize risk, effort, and cost for your upgrade

In this session we will discuss the technology, model, and options available in the ERP 10 SSRS reporting
for report creation and distribution. We will also discuss the capabilities available in the new Advanced
A Technical Overview of Epicor ERP 10 SSRS Report Creation and Report Printing / Print Routing feature and the integration into DocStar. Epicor ERP ERP - Reporting and Analytics Breakout
Distribution

Join this in-depth session on tailoring Epicor ERP in the cloud to best-fit your business processes.
Discover deployment options, additional environments, connection best practices, integrations, BPMs,
Advanced Config uration and Customization Options for Cloud-deployed Epicor ERP and more. Epicor ERP ERP in the Cloud Breakout

Join this in-depth session on tailoring Prophet 21 in the cloud to best-fit your business processes.
Advanced Config uration and Customization Options for Cloud-deployed Prophet Discover deployment options, connection best practices, integrations, and more. Prophet 21 Distribution - Prophet 21 in the Cloud Breakout
21
This session provides and introduction and overview of Advanced Cycle Counting and how the process
Advanced Cycle Counting can assist in doing with yearly full physical inventories. Eclipse Distribution - Supply Chain Management Breakout
Get a deeper insight into the impact of Epicor Data Analytics (EDA) on your business. Learn how EDA can
Advanced Epicor Data Analytics for Prophet 21 - 201 help drive more sales, improve inventory productivity, maximize purchasing effectiveness, and improve Prophet 21 Distribution - Analytics and Reporting Breakout
overall management visibility.
Explore your options with multiple companies, multiple books, multiple currencies that help grow your
business and expand your activities to other areas. See how you can incorporate several subsidiaries
flawlessly into one company in Epicor ERP. Learn more about Consolidation, Advanced Allocation, the
Advanced Epicor ERP Financials - Everything Multi Allocation History Tracker, and the Daily Balance. Epicor ERP ERP - Financials Breakout

In this session, go beyond the fundamentals and take a deep dive into Epicor ERP estimating and quoting
Advanced Estimating and Quoting capabilities. Epicor ERP ERP - Financials; ERP - Manufacturing and Supply Chain Breakout
Join this session to become a real expert in setting up automated charges to your customers leveraging
the Automatic Finance Charges and the Interest Invoices functionality. Learn more about Credit Card
management to automate your customer payments smartly without a hassle.
Advanced Finance Tips and Tricks 1 - Auto Charges and Credit Card Management Epicor ERP ERP - Financials Breakout

Explore your options on how you can finetune your financial accounting with non-financial data
leveraging the power of Lookup tables and General Ledger (GL) Transaction Types. This session will help
you improve your financial posting rules with deploying non-financial data such as the factory surface
Advanced Finance Tips and Tricks 2 - Lookup Tables in GL area. Epicor ERP ERP - Financials Breakout

Probably the most popular topic for all financial experts is the import and export of data and
transactions. In this session you will see a detailed review of the options in Epicor ERP to manage your
daily work with external data, for example screen customizations or running your own BAQs. Repeat of
Advanced Finance Tips and Tricks 3 - Import and Export Data last year's nr 1 financial session! Epicor ERP ERP - Financials Breakout

Boost your financial reporting with Epicor Advanced F inancial Reporter (AFR) and Epicor XL Connect.
Create financial statements with AFR and XL Connect with ease and discover the benefits you gain from
adding these financial reporting solutions to your product portfolio. AFR and XL Connect are financial
Advanced Financial Reporting with AFR and XL Connect add-on products. Epicor ERP ERP - Financials Breakout

In this session, learn about powerful new tools to optimize your demand calculation. Eclipse allows for
new options when running demand forecasts. Let Eclipse analyze trending and seasonality. Eclipse can
Advanced Forecasting automatically assign the best fit for each product, ensuring you are using the most accurate demand Eclipse Distribution - Analytics and Reporting Breakout
forecast for your business.

Take a deep dive into the scheduling process in Epicor ERP. We will go over setup requirements, including
options that direct global scheduling, and those that determine how load is removed from a resource or
resource group. Learn about some key scheduling options that are set up for each site, including the
overload horizon, rough cut horizon, and send ahead scheduling.

Advanced Planning and Scheduling Epicor ERP ERP - Manufacturing and Supply Chain Breakout

This session will take a deep dive and advanced look into the Epicor ERP Product Configurator features
Advanced Product Configurator and capabilities. Epicor ERP ERP - Manufacturing and Supply Chain Breakout
Get more out of your purchasing function. Learn how to set up your system for higher performance and
efficiency gains. Best practices for supplier price lists, requisition and P.O. suggestions, purchase orders
Advanced Purchasing and receipts will be included. Epicor ERP ERP - Financials; ERP - Manufacturing and Supply Chain Breakout

Go beyond the fundamentals of quality management in this session that will take a deep dive into quality ERP - Financials; ERP - Manufacturing and Supply Chain; ERP - MES and the
Advanced Quality Management management processes and capabilities. Epicor ERP Connected Factory Breakout
Learn Epicor receipt processing to enter all inventory materials, non-inventory materials, and subcontract
parts. The session will also focus on the process of tracking landed cost to provide an accurate record of
Advanced Receiving and Landed Costs A Deep Dive to Help You Improve Efficiency your total inventory costs.
and Capture Costs Accurately Epicor ERP ERP - Manufacturing and Supply Chain Breakout

Advanced Sales Order Management—Increase Efficiency With the Fulfillment Attend this advanced session to understand how to utilize the fulfillment workbench in order to increase
Workbench efficiency of sales order management. Epicor ERP ERP - Financials; ERP - Manufacturing and Supply Chain Breakout

Daily and Shift info—mold/color changes

Cavitation propagation
Customize Scheduled/Unscheduled Jobs list with Custom Sort
Show Last Molds
Set Jobs with Part Color
Show non-working hours
Advanced Scheduling With Mattec MES Mattec Mattec Breakout

Whether you have decided to implement the Prophet 21 Wireless Warehouse Management Solution
(WWMS) or you are just considering it, this session will cover basic capabilities of WWMS, including our
All about the Prophet 21 Wireless Warehouse Management System latest features. This session also details the implementation of a succcessful WWMS. Prophet 21 Distribution - Supply Chain Management Breakout

Introduced with Epicor ERP 10.2.100, Epicor Data Discovery (EDD) is a data visualization tool for Epicor
ERP real-time production data. With EDD, staff can use their natural visual abilities to quickly spot areas
of interest that they might have otherwise missed by just looking at rows and columns of numbers.
An Overview of Epicor Data Discovery (EDD) Basic and Advanced Come learn more about how you can use EDD on your journey of data discovery. Epicor ERP ERP - Reporting and Analytics Breakout

API Roundtable Session
Automate One of Your Required Daily Processes—Cash Box Reconciliation
Come share the integrate-to-Eclipse initiatives that your business is needing or pursuing. Help define the
priority for growth of the Eclipse API Eclipse Distribution - Digital Distributor Breakout
We all know that cash box reconciliation is a daily process that requires commitment and attention. Learn
how to use the new Cash Box Reconciliation tool in Eclipse to minimize errors, verify your accuracy, and
automate the required Miscellaneous Cash Receipt entries. Eclipse Distribution - Analytics and Reporting; Distribution - Financial Management Breakout

Automate Your Complete Budgeting Process With Epicor Financial Planner for
eBackoffice (Enterprise) Users
Automate Your Complete Budgeting Process With Epicor Financial Planner for
eBackoffice (Enterprise) Users
Join us to see how easy it is to automate your organization's entire budgeting process with Epicor
Financial Planner. Learn about creating the budget process; approval hierarchies; and how to enter, Enterprise ERP - Upgrade to the Latest ERP Breakout
approve, and create multiple versions of budgets and forecasts.
Join us to see how easy it is to automate your organization's entire budgeting process with Epicor
Financial Planner. Learn about creating the budget process and approval hierarchies. We'll guide you
through how to enter, approve, and create multiple versions of budgets and forecasts.
Enterprise ERP - Upgrade to the Latest ERP Breakout

Basic Finance Tips and Tricks 1 - BAQ and Dashboards
Learn how to create and share your own Business Activity Query (BAQ), copy to and from Excel with
updatable BAQs, run a BAQ from your home screen or use the embedded live dashboards by linking
several BAQs together. BAQs are very efficient to retrieve the business and financial information in the
way you need from Epicor ERP. BAQs are built-in to each Epicor ERP installation and are a must to all
financial experts. Epicor ERP ERP - Financials Breakout

If you ever have found yourself in the need of quickly looking up a piece of record or any data in Epicor
ERP, but could not succeed, this session will definitely add value to your daily financial activities. Come
and see how Enterprise Search works, learn to search with BAQs and Quick queries and customize your
Basic Finance Tips and Tricks 2 - Search Options home screen for a better fit for your own activities. Epicor ERP ERP - Financials Breakout

Come to this Epicor Sales Engineer (SE) led session to learn their tips and tricks for building dashboards in
Epicor ERP. Note: While this session applies to all versions of Epicor ERP, it is most useful for customers
Building Embedded Dashboards in Epicor ERP on older versions of Epicor ERP, who do not have the Epicor Data Discovery (EDD) BI Dashboards. Epicor ERP ERP - Reporting and Analytics Breakout

Round out your Insights experience by sharing your thoughts with the Epicor Finance Product team. Ask
Closing Insights with the Epicor Finance Product Team your questions and make your recommendations for the event. Epicor ERP ERP - Financials Breakout

Take your cloud knowledge to the next level. A foundational understanding of cloud-related concepts and
business practices will help you succeed in today's increasingly digital world. Join this session for an
introductory overview and strategic best practices related to cloud-deployed ERP. DocStar; Eagle; Epicor ERP; Prophet Distribution - Prophet 21 in the Cloud; ERP in the Cloud
Cloud 101: Foundational Cloud ERP Strategic Best Practices for Business Leaders 21 Breakout

This roundtable will include a 15–20-minute presentation and a 15–20-minute Q&A session where we'll
CMS and the Epicor Users Group explore what CMS users want from the EUG. CMS CMS Roundtable

TBA
CMS Customer Speaker—Core Molding Technologies CMS CMS Breakout

Learn about the latest IBM hardware and operating system that can be used with CMS.
CMS Hardware and OS Session CMS CMS Breakout
Learn about the CMS data center and how you can take advantage of cloud with CMS.
CMS in the Cloud CMS CMS Breakout
Do you have inventory questions? Ask the experts on the CMS inventory panel.
CMS Inventory Management Panel CMS CMS Breakout
Extended education on MRP in CMS
CMS Material Requirements Planning CMS CMS Extended Education
Do you have production questions? Ask the experts on the production panel.
CMS Production Panel CMS CMS Breakout

Learn about the different ways that Supply Chain Direct can be configured in CMS.
CMS Supply Chain Direct CMS CMS Breakout

Learn what the CMS team has been working on and discover some of the new features that you can look
forward to.
CMS—The Road Ahead CMS CMS Breakout

Amazon has so profoundly changed buyer expectations that no business can escape the need to deliver
faster, offer more information, and create a personalized customer experience. J oin to discuss how to
Competing Like Amazon: How to Build a Future-Proof Digital Commerce Strategy build a digital commerce strategy that evolves as eCommerce-related technologies, trends, and your Eclipse; Epicor ERP; Prophet 21 Distribution - Digital Distributor; ERP - Sales and Service Breakout
(ECC) business needs change.

The General Data Protection Regulation (GDPR) in the European Union and subsequent regulations in the
US and worldwide challenge businesses more and more. Come and see how you can tackle the diverse
Compliance Beyond GDPR in the World legal requirements with your Epicor ERP software. Epicor ERP ERP - Financials Breakout

Are you thinking about operating your US company in Mexico? This session will include a detailed
discussion on the functionality in Prophet 21 when the Mexico features are enabled. Mexican VAT,
Conduct business in Mexico with your US company Electronic Invoicing, and foreign currency will be demoed and discussed. Prophet 21 Distribution - Financial Management Roundtable
.

Your second checkpoint at the conference. Epicor Professional S ervices describes the top missteps that
other users have made in the upgrade process so that you can avoid them. This is another great
Connecting With Epicor Professional Services—Top 10 Missteps to Avoid in Your opportunity to check in with the consulting team and ask questions about your upgrade. Epicor ERP ERP - Upgrade to the Latest ERP Breakout
Upgrade From Vantage/Vista to Epicor ERP

Connecting With Epicor Professional Services—Top Functional Changes in
Upgrading From Vantage/Vista to Epicor ERP 10
Your first checkpoint in the conference. Epicor Professional Services will help you prioritize your learning,
as there is much to learn for Vantage/Vista users. Where to begin? There is a strategy in understanding
(1) what features need to be configured in the upgrade versus those that can be learned post-go-live, and
(2) what are the top highlights to note for additional learning at the conference. This will be a smaller Epicor ERP ERP - Upgrade to the Latest ERP Breakout
group, so plan to bring your questions to this session.

Come to this session by Epicor University for an overview of the resources available to help customers
prepare for a successful upgrade.
In this session, you will learn:
• What is available on the Epicor Learning Center, and how you can leverage this tool to validate your
employee knowledge and readiness for the new release
Considering an Upgrade? We Have Education and Services Available to Train Your • How to access the delta education available Epicor ERP ERP - Tools and Technology; ERP - Upgrade to the Latest ERP Breakout
Workforce for Upgrading (for Epicor ERP 9, Vantage, and Vista Users) • Where to find key documentation that can be leveraged in a self-serve mode from EpicWeb
Use this opportunity to provide suggestions to the Epicor University team and ask specific upgrade
questions.

Join an open discussion with fellow users and Prophet 21 subject-matter experts on the topic of credit
Credit Card Processing Roundtable cards in Prophet 21. Come prepared to discuss trends, tips, and best practices for the WorldPay (formally Prophet 21 Distribution - Financial Management Roundtable
Vantiv) integration in your Prophet 21 system.
This session will focus on new functionality in credit card processing, including ability to link RMA and
overpayment refunds to the original transaction. This session will also include information for processing
with standard credit card swipes and implementing EMV enabled devices within your organization and
Credit Card Processing with Prophet 21 will review the new features relating to credit cards in Prophet 21. Prophet 21 Distribution - Financial Management Breakout

Customer Experience is the sum total of all touchpoints with Epicor. Customer Success is leveraging the
asset inventory of resources and best practices. Come listen to what’s changed and what’s next.
EpicCare. WayFinder. Knowledge Centricity. Portal Consolidation and SSO. Training/Education. Our CMS; DocStar; Eagle; Eclipse;
Customer Experience and Customer Success updated Maintenance Policy. Cloud Support. Next Generation Digital Customer Experience. You’ve Enterprise; Epicor ERP; Prophet 21 Services and Support Breakout
spoken. We’ve listened.

Discover how manufacturers leverage ERP 10 and Epicor Commerce Connect to eliminate manual data
entry and radically accelerate time-to-delivery for custom manufactured orders. This session features a
Customer Presentation: Deliver More Accurate Products to Customers Faster with customer case study. Epicor ERP ERP - Sales and Service Breakout
Epicor ERP and Epicor Commerce Connect (ECC)

Customer Presentation: Epicor Data Analytics (EDA) for Eclipse
Epicor Data Analytics (EDA) enables unprecedented levels of business insight to help companies grow by
identifying new opportunities, improving productivity, and speeding decision-making. EDA provides
interactive dashboards and analysis grids for easy comprehension, analysis, and personalization of your
business data from Eclipse and other sources. Come hear an Eclipse customer tell us about their Eclipse Distribution - Analytics and Reporting Breakout
company's experience using EDA, and tips and tricks picked up along the way.

Customer Presentation: Epicor Data Analytics (EDA) for Epicor ERP
Epicor Data Analytics (EDA) enables unprecedented levels of business insight to help companies grow by
identifying new opportunities, improving productivity, and speeding decision-making. EDA provides
interactive dashboards and analysis grids for easy comprehension, analysis, and personalization of your
business data from Epicor ERP and other sources. Come hear an Epicor ERP customer tell us about their Epicor ERP ERP - Reporting and Analytics Breakout
company's experience using EDA, and tips and tricks picked up along the way.

Customer Presentation: Epicor Data Analytics (EDA) for Prophet 21
Epicor Data Analytics (EDA) enables unprecedented levels of business insight to help companies grow by
identifying new opportunities, improving productivity, and speeding decision-making. EDA provides
interactive dashboards and analysis grids for easy comprehension, analysis, and personalization of your
business data from Prophet 21 and other sources. Come hear a Prophet 21 customer tell us about their Prophet 21 Distribution - Analytics and Reporting Breakout
company's experience using EDA, and tips and tricks picked up along the way.

Learn best practices for implementing a great eCommerce storefront, reaching new customers, and
driving loyalty to grow your digital business and make your customers happy. This session features a
Customer Presentation: Grow Your Distribution Business Through eCommerce customer case study. Eclipse Distribution - Digital Distributor Breakout
with Eclipse and Epicor Commerce Connect (ECC)

Learn how to leverage eCommerce innovations like product comparisons, product attributes, pricing
magic, great storefronts, and more to outperform your competition online. This session features a
Customer Presentation: Outperform Your Competition Online with Prophet 21 and customer case study. Prophet 21 Distribution - Digital Distributor Breakout
Epicor Commerce Connect (ECC)

See how an Epicor ERP customer is creating a variety of applications using the Epicor REST interface.
Customer Presentation—Real-World Applications of the Epicor REST Interface Epicor ERP ERP - Tools and Technology; ERP - Upgrade to the Latest ERP Breakout
Learn how this customer uses Excel to mine data.
Customer Speaker—Data Mining With Excel CMS CMS Breakout
Customer Speaker—TBD Details to come. CMS CMS Breakout
Customer speaker—TBD
Customer Speaker—TBD Mattec Mattec Breakout
This class will cover functionality within Prophet 21 to help you better prepare for the challenge of long
range purchasing planning. Distribution requirements planning can be used with the standard or
advanced demand forecasting. Topics will include the forecasting for items one year from now, the ability
Demand Requirements Planning to see the anticipated stock levels well into the future, and the changes in purchasing to utilize these Prophet 21 Distribution - Supply Chain Management Breakout
forecasts.

We will explore Intelligent Data Capture (IDC). You'll learn how it can help eliminate manual data entry
Demystifying Intelligent Data Capture and determine if it is right for your organization. DocStar DocStar Breakout

Developer Perspective on Moving ABL to C —Prereq. Basic C
The move from Epicor 9, Vantage, or Vista requires moving customizations and configurations written in
Progress 4GL ABL code to C .
Come to this session led by Epicor Development to understand the tooling and resources available to
assist in upgrading your customizations and configurations, as well as take a deeper dive into some Epicor ERP ERP - Tools and Technology; ERP - Upgrade to the Latest ERP Breakout
sample code moves.

Exploring the needs and potential of dimensional and statistical accounting. Come and share your needs
Dimensional Accounting Roundtable and learn about future potential to slice and dice GL information based on unique reporting Prophet 21 Distribution - Financial Management Roundtable
requirements.
Discuss with your peers how to best manage customer-owned inventory using the direct through stock
Direct Through Stock Roundtable Discussion functionality in Eclipse. Eclipse Distribution - Supply Chain Management Roundtable
Reduce the risk of downtime with a solid plan for disaster recovery and business continuity. Having a plan
could keep your business from paying a ransom, or keep your business running if disaster strikes. This
session discusses measures to consider in the event of natural disasters or other disruptions. Learn from
Disaster Recovery Best Practices for Epicor ERP our experts what business requirements you should consider when identifying your disaster-recovery Epicor ERP ERP - Tools and Technology Breakout
needs, how to set up your environment, and how to create your own disaster-recovery plan.

Come to this session for an overview of the completely redesigned Epicor ERP 10.2 Active Home Page
which includes a dashboard providing key functional role based analytics in addition to quick access to
Discover Epicor ERP Active Home Page for Manufacturing and Supply Chain key functionality. Learn how to make the most of this exciting new functionality.
Management Epicor ERP ERP - Manufacturing and Supply Chain Breakout

Come to this session for an introduction to cloud-based Epicor ERP. Discover the business reasons why
Epicor customers choose to upgrade to the cloud, and explore key benefits of the customer experience
like accessing new functionality and simplifying your IT landscape. Learn why Epicor ERP on one of the
Discover If Epicor ERP in the Cloud is the Right Fit for Your Next Upgrade world's leading cloud platforms, Microsoft Azure, is increasingly the choice for manufacturers. Epicor ERP ERP - Upgrade to the Latest ERP; ERP in the Cloud Breakout

Come to this session for an introduction to cloud-based Prophet 21. Discover the business reasons why
distribution customers choose to upgrade to the cloud, and explore key benefits of the customer
experience like accessing new functionality and simplifying your IT landscape. Learn why Prophet 21 has
Discover If Prophet 21 in the Cloud is the Right Fit for Your Next Upgrade been standardized to run on of the world's leading cloud platforms, Microsoft Azure. Prophet 21 Distribution - Prophet 21 in the Cloud Breakout

Get the key fundamentals and concepts on how to successfully administer and secure your content in
DocStar ECM. Learn about the differences between admin and security permissions, ad hoc permissions,
DocStar Administration and Security creator permissions, and more. DocStar DocStar Breakout

Learn from your DocStar peers. Empowered with the ability to design and modify their own workflows, a
DocStar Customer Panel—Workflow Design customer panel will discuss their challenges and successes. DocStar DocStar Breakout

Take your AP Automation to the next level, streamline your document management, and achieve higher
operational efficiency. Hear from the DocStar experts in this session about the latest features and
benefits of DocStar ECM.
DocStar ECM for Prophet 21
Distribution - Analytics and Reporting; Distribution - Digital Distributor;
Distribution - Financial Management; Distribution - Prophet 21 in the
Prophet 21; DocStar Cloud; Distribution - Sales and Pricing; Distribution - Supply Chain Breakout
Management; Distribution - Tools and Technology; DocStar

DocStar ECM—Streamlining Your Epicor ERP 10 AP Process With AP Automation
DocStar Enterprise Content Management (ECM) delivers powerful document- driven process automation
and a secure, tightly integrated central document repository. DocStar ECM AP Automation allows you to
capture documents via email or scan (single or high-volume) and index documents using Intelligent Data
Capture (IDC), bar code, or Optical Character Recognition (OCR) to allow for fast search and retrieval from
any location and any device. Create custom rules to automatically process, two- or three-way match, and
route invoices for review and approval. Key stakeholders can receive real-time workflow alerts and
monitor invoice progress through the workflow dashboard and reports. Your AP team can work smarter Epicor ERP ERP - Financials Breakout
with real-time access to invoices on any device and from any location around the globe.

Experts will deliver an overview of new features, modules, and integrations available in the latest version
of DocStar ECM.
DocStar Feature Showcase DocStar DocStar Breakout

DocStar executives will provide a corporate update and address the state of the ECM industry and
digital transformation. We will also look at a DocStar ECM product roadmap and preview the upcoming
sessions.
DocStar Welcome and Kickoff DocStar DocStar Breakout

Learn how to streamline your accounts payable invoice process using DocStar ECM Workflow. Easily
capture, index, match, and route invoices for approvals. Integrate with your accounting or ERP software
to reduce data-entry time and increase productivity.
DocStar—Accounts Payable Automation DocStar DocStar Breakout

The DocStar Workflow engine powers your business processes. We'll review practical workflow use cases
from your peers.
DocStar—Customer-Designed Workflows DocStar DocStar Breakout

Learn about exciting new technologies and developments from Epicor University, and how DocStar ECM
customers and partners can benefit.
DocStar—Future of eLearning DocStar DocStar Breakout

Securely manage employee records, process new-hire document packages, and enhance your focus on
recruitment and employee retention with DocStar ECM. Integrate with your HRIS software to ensure
accurate data entry and compliance.
DocStar—Human Resources Automation DocStar DocStar Breakout

Simplify and speed up your sales order entry and management process using DocStar ECM.
DocStar—Sales Order Automation DocStar DocStar Breakout

Join this session to learn about the new Epicor Mobile CRM features and how they enable your
Doing Business on the Go With Epicor Mobile CRM sales force to do business anytime, anywhere through a modern and intuitive app. Epicor ERP ERP - Sales and Service Breakout

Expanding your business to new geographies require to consider your options carfeully. Come and see
how you can incorporate more companies into your Epicor ERP system and review the relevant pieces of
functionality that help you growing your business internationally. The Country Specific Feature (CSF) set
Doing Global Business with Epicor ERP as well as the Electronic Compliance Engine (ECE) come in handy when you open a new business Epicor ERP ERP - Financials Breakout
anywhere around the globe.

DynaChange Portals help you create specific, personalized real-time views of your business data. These
customized views are relevant to each employee, and help increase efficiency in their day-to-day
activities. DynChange portal options are as numerous as the queries you can imagine and can access to
DynaChange Portal Designer all of the data and tables in your database. This session will review many of the features and benefits Prophet 21 Distribution - Analytics and Reporting Breakout
that the DynaChange portals can provide.

Come explore theDynaChange™ family and learn how to use these powerful tools to completely tailer
Dyna-Might! Custom Changes without the Cost your experience with Prophet 21. Prophet 21 Distribution - Analytics and Reporting Breakout
Join this session to learn how to offer a better showroom experience and grow your distribution
Ease and Value of Mobile Showroom business. Engage on how to build, manage, and submit bids to the Eclipse system from anywhere in the Eclipse Distribution - Digital Distributor Breakout
showroom.
Hear from the product managers in this session about the exciting new features and functionalities in
Eclipse 9.0.6. Distribution - Analytics and Reporting; Distribution - Digital Distributor;
Distribution - Financial Management; Distribution - Prophet 21 in the
Eclipse 9.0.6—New Features Eclipse Cloud; Distribution - Sales and Pricing; Distribution - Supply Chain Breakout
Management; Distribution - Tools and Technology

Eclipse Backup and Disaster Recovery Options
Eclipse Extensibility Session
Eclipse Forms Migration planning and execution
Eclipse Inventory Valuation vs. General Ledger
Eclipse Mobile and CRM
Eclipse Road Ahead Session
Eclipse System Hardware and Virtualization Roundtable
EDI 101
EDI Eclipse Session
Elevate Your Insights Experience—Orientation for Epicor ERP 9 Users Looking to
Upgrade
Elevate Your Insights Experience—Orientation for Vantage and Vista Users Looking come every year, make this your best conference ever by attending this session for a preview of the
to Upg rade
Enhance Your Supplier Experience to Improve Productivity and Quality (ECC)
Enrich your Customer Experience with Third-Party Product Catalog Integration
with Epicor Commerce Connect (ECC) for Distributors
Epicor Cloud Strategy, Alliances, and Roadmap
Epicor Customer-Led Session
Epicor Customer-Led Session. Financials: EUG
Epicor Customer-Led Session. Financials: Upgrade
Epicor Customer-Led Session—Eclipse
Epicor Customer-Led Session—Financials: Epicor Tax Connect
Epicor Customer-Led Session—Financials: Financial Budget Planning With EFP add-on product. (Customer speaker and final title to be announced later.)
Epicor Customer-Led Session—Financials: Financial Reporting With Epicor XL
Connect 7
Epicor Customer-Led Session—Prophet 21
Epicor Data Analytics 301 - Customization from a Customer's Perspective
Epicor Data Analytics and CMS
Epicor Data Analytics for Eclipse
Epicor Data Analytics for Prophet 21 - 101
Epicor ERP 10 Upgrade Field Guide for Epicor ERP 9, Vantage, and Vista Users
Epicor ERP and Advanced MES Integration Touch Points
Epicor ERP and Mattec MES—What's New?
Epicor ERP BPM Technical Deep Dive
Epicor ERP Customer-Led Session—Manufacturing and Supply Chain Use Cases
Epicor ERP Customer-Led Sessions—Manufacturing and Supply Chain: Connected athttps://www.epicor.com/customers/Insights/default.aspx to become a valued speaker. We offer
Factory
Epicor ERP Customization to the Max—Client Side
Epicor ERP Customization to the Max—Server Side
Epicor ERP in the Cloud Deployment Best Practices for an Extended Enterprise guidance and explain how Epicor ERP has evolved to offer powerful scalability.
Epicor ERP Leadership Council
Epicor ERP Performance and Diagnostics Tool (PDT)
Epicor ERP Upgrade Panel (for Epicor ERP 9, Vantage, and Vista Users)
Epicor ERP: The Best Tips and Tricks to Make Your Job Easier
Epicor HCM 2018 with Epicor ERP: How to Streamline HR Processes in
Manufacturing
Epicor Knowledge Mentor for CMS
Epicor Reporting and Analytics: What to Use, When, and Why
Epicor Scheduling Management: Create Realistic Production Schedules and Load
Estimates
Epicor Support Reviews the 10 Most Asked Financial Questions
Epicor Tax Connect for Eclipse—Customer Panel With the Sales Tax Experts
Epicor Tax Connect for Prophet 21—Customer Panel With the Sales Tax Experts guaranteed" audit protection. Learn the importance of exemption certificates in sales tax compliance.
Epicor University Road Ahead
Epicor XL Connect 7 for Manufacturing – Leverage your BAQs to Create Daily
Operational Reports
ERP Infrastructure Planning—Managing Your IT Footprint
Everyone Needs Training—Epicor Learning Center (ELC) Makes It Easy
Evolve to Epicor ERP—Benefits of Being a Data-Driven Organization
Evolve to Epicor ERP—Benefits Realized in Elevating With Epicor ERP
Evolve to Epicor ERP—Elevate Your Business With Epicor ERP
Evolve to Epicor ERP—Elevate Your Insights Experience: Enterprise (eBackoffice)
Conference Preview
Evolve to Epicor ERP—Evolving Epicor With Epicor ERP
Evolve to Epicor ERP—Integration Drives Greater Responsiveness
Evolve to Epicor ERP—Minimize the Risk of Disruptive Change in the Business quickly and successfully transitioning individuals, teams, and organizations from the current state to a
Evolve to Epicor ERP—Modernize With World-Class Financials for Your Enterprise closings. Come to this session for an overview of Epicor ERP Financials.
Evolve to Epicor ERP—Preparing for the Evolution to Epicor ERP
Evolve to Epicor ERP—Why Technology Matters for "Adaptive ERP"
Executing Quality on the Fly
Extend Prophet 21 and Create Differentiation for your business using DynaChange policies.
Extended Education: Epicor Tax Connect
Extended Education: Running Your Financial Cycle in ERP - From the Functional
End User Perspective
Extended Education: Running Your Financial Cycle in ERP - Setup and Configuration Customers.
Extended Education: XL Connect
Extending Epicor ERP With REST Services
Extending Your Value with Epicor CRM Mobile
Extensibility 101 - Meet the Prophet 21 API
Extensibility 201 - Maximizing Effectiveness of Prophet 21
Factory Communication
Finance Fundamentals 1 - Kinetic Home Page
Finance Fundamentals 2 - Basic Steps in GL
Finance Fundamentals 3 - Financial Reporting Overview
Finance Fundamentals 4 - Asset Management
Finance Fundamentals 5 - AP, AR, Cash Management, Payment Instruments,
Reconciliation
Finance—Showcasing Key Features in Epicor ERP 10.x (for Epicor ERP 9 and ERP 10 releases. This could be a great refresher or an opportunity to look forward to your next upgrade.
Users)
Financials Orientation - Your First Financial Session at Insights
Fundamentals of Epicor ERP Financials - Project Management
Fundamentals of Epicor ERP Financials: Accounts Payable
Fundamentals of Epicor ERP Financials: Accounts Receivable
Fundamentals of Epicor ERP Financials: Electronic Interfaces and Payment
Methods
Fundamentals of Estimating and Quoting
Fundamentals of Financial Reporting Part 1 - Financial Report Designer (FRD)
Fundamentals of Financial Reporting, Part 2 - EDA and EDD
Fundamentals of Inventory Management and Lot Control
Your Eclipse system is critical to your business, so it’s important to make sure it keeps running through
any situation. We’ll discuss topics ranging from maintaining reliable backups to real-time replication for
mission-critical environments. An investment in disaster preparedness pays off many times over Eclipse Distribution - Tools and Technology Breakout
compared to response and recovery costs.
Join this session to learn more about the technology evolution of Eclipse and the innovation plans to
bring more flexibility, customization, and integration through newer extensibility options. Eclipse Distribution - Digital Distributor Breakout
Curious about the transition process to Eclipse forms? Learn what the migration process involves.
Release and hardware requirements will be covered in this session along with an overview of the set-up Eclipse Distribution - Tools and Technology Breakout
and testing process required for a successful transition.
Trying to balance your Inventory general Ledger account to the Inventory Valuation Report and see major
differences and you don't know why? This is the class for you. In this session, you will learn some of the
reasons why the Inventory Valuation report is not designed to equal the G/L, as well as how to get the Eclipse Distribution - Financial Management Breakout
report and the General Ledger to agree.
Details to come. Distribution - Tools and Technology; Distribution - Sales and Pricing;
Eclipse Breakout
Distribution - Digital Distributor
Join this session to hear from the product managers on new functionalities, features, and benefits that is
in stock for the next incremental releases of Eclipse. Distribution - Analytics and Reporting; Distribution - Digital Distributor;
Eclipse Distribution - Financial Management; Distribution - Prophet 21 in the Breakout
Cloud; Distribution - Sales and Pricing; Distribution - Supply Chain
Management; Distribution - Tools and Technology
Discuss ideas and solutions that you and your peers have deployed within your Eclipse infrastructure that
performs well and reliably. Join this session to determine the best hardware options available and their
impact on Eclipse, as well as discussing the benefits of virtualization and cloud servers vs. standalone Eclipse Distribution - Tools and Technology Breakout
physical servers.
EDI—what is it and how do I read it?
CMS CMS Breakout
If you have questions about the EDI Invoice Review Queue, you are not alone. In this session, learn about
how EDI Invoices are processed and how the various queues and control records interact. Furthermore,
understand best practices and how to setup a widget using the tools at your disposal. Eclipse Distribution - Financial Management; Distribution - Tools and Technology Breakout
Get ready to reach new heights with your Insights experience. Whether this is your first Insights or you
come every year, make this your best conference ever by attending this session for a preview of the Epicor ERP ERP - Upgrade to the Latest ERP Breakout
highlights of the week and meet the Epicor upgrade team.
Get ready to reach new heights with your Insights experience. Whether this is your first Insights or you
Epicor ERP ERP - Upgrade to the Latest ERP Breakout
highlights of the week and meet the Epicor upgrade team.
Improve collaboration with your suppliers to reduce customer lead time and improve quality. Discover
the latest innovation coming soon in Epicor Commerce Connect - Supplier Portal. Learn how this
approach uniquely enables suppliers to interact with you online for greater accuracy, productivity, and
quality. Epicor ERP ERP - Sales and Service Breakout
Fulfill B2B buyer loyalty needs with rich product choice, deep product information, real-time inventory
position, accurate and real time pricing, and self-service. Discover how to grow and scale your
eCommerce business with third-party product catalog integrations for distributors with Epicor Commerce
Connect (ECC) for Prophet 21 and Eclipse. Eclipse; Prophet 21 Distribution - Digital Distributor Breakout
Elevate your business with Epicor ERP and Prophet 21 deployed on the Microsoft Azure platform and
enriched by a vibrant ecosystem of partners. In this session, dive in to the details supporting the Epicor
Cloud strategy, alliances, and roadmap to understand how you can leverage this powerf ul platform to
create a competitive advantage through digital transformation. Epicor ERP; Prophet 21 Distribution - Prophet 21 in the Cloud; ERP in the Cloud Breakout
Plan to optimize your Insights experience by sharing your expertise in the use of your Epicor solution.
Select "Become a Speaker" on the Insights agenda site ERP - Connected Enterprise; ERP - Financials; ERP - Manufacturing and
athttps://www.epicor.com/customers/Insights/default.aspx to become a valued speaker. We offer Supply Chain; ERP - MES and the Connected Factory; ERP - Reporting and Breakout
discounts for speakers. Epicor ERP Analytics; ERP - Sales and Service; ERP - Spanish; ERP - Tools and
Technology; ERP - Upgrade to the Latest ERP; ERP in the Cloud
Plan to optimize your Insights experience by sharing your expertise in the use of your Epicor solution.
Visit the "Become an Insights S peaker" section on the Insights agenda site at
https://www.epicor.com/customers/Insights/default.aspx to become a valued speaker. We offer
discounts for speakers. In this session, an Epicor ERP 10.2 customer shares their impression on what it
takes to be an Epicor User Group (EUG) member and what benefits the EUG gave to their financial team. Epicor ERP ERP - Financials Breakout
(Customer speaker and final title to be announced later)
Plan to optimize your Insights experience by sharing your expertise in the use of your Epicor solution.
Visit the "Become an Insights S peaker" section on the Insights agenda site at
https://www.epicor.com/customers/Insights/default.aspx to become a valued speaker. We offer
discounts for speakers. In this session, an Epicor ERP 10.2 customer explains how their upgrade to Epicor
ERP 10.2 was performed and what it meant to their financial team. (Customer speaker and final title to Epicor ERP ERP - Financials; ERP - Upgrade to the Latest ERP Breakout
be announced later)
Plan to optimize your Insights experience by sharing your expertise in the use of your Epicor
solution. Select "Become a Speaker" on the Insights agenda site Distribution - Analytics and Reporting; Distribution - Digital Distributor;
athttps://www.epicor.com/customers/Insights/default.aspx to become a valued speaker. We offer Distribution - Financial Management; Distribution - Prophet 21 in the
discounts for speakers. Eclipse Cloud; Distribution - Sales and Pricing; Distribution - Supply Chain Breakout
Management; Distribution - Tools and Technology
Plan to optimize your Insights experience by sharing your expertise in the use of your Epicor solution.
Visit the "Become an Insights S peaker" section on the Insights agenda site at
https://www.epicor.com/customers/Insights/default.aspx to become a valued speaker. We offer
discounts for speakers.
In this session, Epicor Alliance ISV Partner Avalara invites an Epicor ERP customer to discuss how they
leverage the power of Epicor Tax Connect. This session is a customer and Alliance Partner panel
discussion. Epicor Tax Connect is an add-on product. (Customer speaker and final title to be announced Epicor ERP ERP - Financials Breakout
later.)
Plan to optimize your Insights experience by sharing your expertise in the use of your Epicor solution.
Visit the "Become an Insights S peaker" section on the Insights agenda site at
https://www.epicor.com/customers/Insights/default.aspx to become a valued speaker.We offer discounts
for speakers.
In this session, Epicor Alliance ISV Partner DSPanel invites an Epicor ERP customer to speak about how
they use Epicor Financial Planner (EFP) for financial budget planning. Epicor Financial Planner (EFP) is an
Epicor ERP ERP - Financials Breakout
Plan to optimize your Insights experience by sharing your expertise in the use of your Epicor solution.
Visit the "Become an Insights S peaker" section on the Insights agenda site at
https://www.epicor.com/customers/Insights/default.aspx to become a valued speaker.We offer discounts
for speakers.
In this session, Epicor Alliance ISV Partner BizNet Software presents an Epicor ERP customer that uses
Epicor XL Connect 7 in their day-to-day business. This session is a customer and Alliance Partner panel
discussion. Epicor XL Connect is an add-on product. (Customer speaker and final title to be announced Epicor ERP ERP - Financials Breakout
later.)
Plan to optimize your Insights experience by sharing your expertise in the use of your Epicor
solution. Select "Become a Speaker" on the Insights agenda site Distribution - Analytics and Reporting; Distribution - Digital Distributor;
athttps://www.epicor.com/customers/Insights/default.aspx to become a valued speaker. We offer Distribution - Financial Management; Distribution - Prophet 21 in the
discounts for speakers. Prophet 21 Cloud; Distribution - Sales and Pricing; Distribution - Supply Chain Breakout
Management; Distribution - Tools and Technology
Epicor Data Analytics (EDA) comes out of the box with standard fields and multiple databases. But what if
you want to do more. Join us in this session to learn how EDA can be customized to the fit the unique Prophet 21 Distribution - Analytics and Reporting Breakout
needs of your business.
Learn about Epicor Data Analytics BI and CMS.
CMS CMS Breakout
Distributors need sharper productivity tools and a deeper understanding to grow and operate the
business. Come learn how the Epicor Data Analytics (EDA) service enables unprecedented levels of
business insight to help companies grow by identifying new opportunities, improving productivity, and Eclipse Distribution - Analytics and Reporting Breakout
speeding decision making.
Distributors need sharper productivity tools and a deeper understanding to grow and operate business.
Join us in this session to learn how Epicor Data Analytics (EDA) service enables unprecedented levels os
business insight to help companies grow by identifying new opportunities, improving productivity, and
speeding decision making, by providing interactive dashboards for easy comprehension and analysis of Prophet 21 Distribution - Analytics and Reporting Breakout
your business data.
Come to this session led by Epicor Professional Services for the best practices process flow for upgrading
from Epicor ERP 9, Vantage, or Vista to Epicor ERP 10. Epicor ERP ERP - Upgrade to the Latest ERP Breakout
MOM in ERP Configuration - How that equates to the process sheet, Preventative Maintenance,
Scheduling (Maximizing finite scheduling capabilities with Mattec & Advanced MES
Epicor ERP; Mattec Mattec Breakout
For Epicor ERP customers, come to this session to get an overview of Mattec MES and how Epicor ERP ERP - Connected Enterprise; ERP - Manufacturing and Supply Chain; ERP - Breakout
customers can leverage Mattec MES capabilities to connect their machines. Epicor ERP; Mattec
MES and the Connected Factory
Epicor business process management (BPM) is a foundational ERP technology that lets companies apply
their own custom application logic to ERP services. BPM is used to drive real-time integrations, execute
custom approval processes, and place business holds on any entity in the ERP system. This session
provides an in-depth technical overview of Epicor BPM along with best practices and how to avoid Epicor ERP ERP - Tools and Technology Breakout
introducing performance issues. This session will focus on the BPM designer first introduced at Epicor
ERP 10.
Plan to optimize your Insights experience by sharing your expertise in the use of your Epicor
solution. Select "Become a Speaker" on the Insights agenda site
athttps://www.epicor.com/customers/Insights/default.aspx to become a valued speaker. We offer Epicor ERP ERP - Connected Enterprise; ERP - Manufacturing and Supply Chain; ERP - Breakout
discounts for speakers. MES and the Connected Factory
Plan to optimize your Insights experience by sharing your expertise in the use of your Epicor
solution. Select "Become a Speaker" on the Insights agenda site
Epicor ERP ERP - Connected Enterprise; ERP - Manufacturing and Supply Chain; ERP - Breakout
discounts for speakers. MES and the Connected Factory
In this interactive session, we will go over several of the Epicor Development team's favorite client-side
customizations—some used by the Epicor sales engineers, some used by Epicor internally, and some
created by Epicor customers. The customizations presented will show you how to access elements of the
Client not exposed via Wizards, and will give you ideas on how to improve the experience for your users. Epicor ERP ERP - Tools and Technology Breakout
Session attendees also receive access to the source code of the customizations presented to help jump-
start work on your new favorites.
In this interactive session, we will go over several of the Epicor Development team's favorite server-side
customizations—some used by Epicor internally and some created by/for Epicor customers. The
presentation will help you better understand the customization options available on the server and how
you can enhance productivity and simplify workflows. Session attendees will also receive access to the Epicor ERP ERP - Tools and Technology Breakout
source code of the customizations presented.
Extending the footprint of Epicor ERP requires strategic planning to ensure user satisfaction is at its
highest. Join this session to explore best practices around infrastructure planning, scalability, and cloud
when multiple locations need to be considered. Our distinguished cloud operations team will offer
Epicor ERP ERP in the Cloud Breakout
The Epicor User Group Leadership Council provides users with a direct link to Epicor leadership to drive
greater use of Epicor ERP. Come to this session to understand the happenings of the council over the last
year and guide future activities. ERP - Connected Enterprise; ERP - Financials; ERP - Manufacturing and
In particular, the council will be reviewing and prioritizing top suggested enhancements. Don't miss this Epicor ERP Supply Chain; ERP - MES and the Connected Factory; ERP - Reporting and Breakout
session! Analytics; ERP - Sales and Service; ERP - Spanish; ERP - Tools and
Technology; ERP - Upgrade to the Latest ERP; ERP in the Cloud
In this session, we will cover the Epicor ERP 10 Performance and Diagnostics Tool and ERP 10 server and
client tracing to help you identify and diagnose the source of performance issues. Epicor ERP ERP - Tools and Technology Breakout
Bring your questions! Come to this session to hear from a panel of Epicor ERP 10 users on their
experience in upgrading from Epicor ERP 9 and Vantage—in particular, the new upgrade tooling. This Epicor ERP ERP - Tools and Technology; ERP - Upgrade to the Latest ERP; ERP in the Breakout
session is a must for anyone planning their upgrade. Cloud
Come to this session to learn about some of the fantastic capabilities available in Epicor ERP that you
may not be taking advantage of. Tips and Tricks that can help you utilize the system better and be more
productive every day. Epicor ERP ERP - Financials; ERP - Manufacturing and Supply Chain; ERP - Reporting Breakout
and Analytics; ERP - Tools and Technology
Join us for an overview of the Epicor Human Capital Management solution, roadmap and strategy.
Discover why a unified approach to ERP and HCM can lower employee-related costs and support new
growth. Epicor ERP ERP - Tools and Technology Breakout
Epicor Knowledge Mentor enables you to easily create, deploy, and manage custom role-based training
and documentation from a single content capture.
The various outputs meet multiple adult learning preferences to increase user adoption and retention
rates for your processes. CMS CMS Breakout
This session is a complete overview of Epicor's Analytics, Operational, and Financial Reporting products
to get value out of your data. Epicor ERP ERP - Reporting and Analytics Breakout
Come to this session to learn the fundamentals of Scheduling and learn about the theory of scheduling
and the use of the scheduling tools in the Epicor ERP application. This session focuses on how to use the
application to help create realistic production schedules and load estimates.
Epicor ERP ERP - Manufacturing and Supply Chain Breakout
The Epicor Support team will go through the 10 most frequently asked financial questions and will shed a
light on the related best practices to give you an idea of what areas are trending the most nowadays. It is
also a great opportunity to meet Support consultant professionals personally at Insights. Prepare your
questions to test their knowledge! Epicor ERP ERP - Financials Breakout
Sales tax compliance puts your company at risk, and every business in every industry has tax obligations.
Distribution and service industries face unique and specific challenges that make managing this process
difficult while putting your business at risk. This session will feature a Tax Connect customer and sales tax Eclipse Distribution - Analytics and Reporting; Distribution - Financial Management Breakout
experts from Avalara.
In this session, learn how Epicor Tax Connect seamlessly integrates with Prophet 21 to apply the proper
sales tax to invoices, manage exemption certificates, file and remit returns while providing "accuracy
Prophet 21 Distribution - Financial Management Breakout
Come to this session led by Epicor University to understand the future of learning at Epicor.
CMS; Distribution - Analytics and Reporting; Distribution - Digital
Distributor; Distribution - Financial Management; Distribution - Prophet 21
in the Cloud; Distribution - Sales and Pricing; Distribution - Supply Chain
Prophet 21; CMS; DocStar; Eagle; Management; Distribution - Tools and Technology; DocStar; ERP -
Eclipse; Epicor ERP; Mattec Connected Enterprise; ERP - Financials; ERP - Manufacturing and Supply Breakout
Chain; ERP - MES and the Connected Factory; ERP - Reporting and
Analytics; ERP - Sales and Service; ERP - Spanish; ERP - Tools and
Technology; ERP - Upgrade to the Latest ERP; ERP in the Cloud
Learn how to use the new REST API interface to get data easily from your BAQs straight into Epicor XL
Connect from Epicor ERP. Epicor XL Connect is an add-on product.
Epicor ERP ERP - Manufacturing and Supply Chain Lab
What is your growth strategy to support the ERP inf rastructure? Come to this informative session on
managing the sprawl and infrastructure for your ERP system. Hint: it is not always about hardware. Epicor ERP ERP - Tools and Technology Breakout
Learn how to use the ELC to drive a successful training program throughout the lifetime of using your
Epicor system. We will start with the basics of using the out-of-box functionality, then move through ERP - Connected Enterprise; ERP - Financials; ERP - Manufacturing and
personalizing content, and aligning the program to your team and their ongoing needs. Supply Chain; ERP - MES and the Connected Factory; ERP - Reporting and
Epicor ERP Analytics; ERP - Sales and Service; ERP - Tools and Technology; ERP - Breakout
Upgrade to the Latest ERP; ERP in the Cloud
Is your business looking to bring the future into focus with deeper trending, diagnostics, and predictive
analytics? Come to this session to learn about the tools that align with Epicor ERP to benefit from your Enterprise ERP - Upgrade to the Latest ERP Breakout
financial data.
Come to this session to hear from an Epicor customer who recently migrated to Epicor ERP. Enterprise ERP - Upgrade to the Latest ERP Breakout
Businesses today are modernizing ERP to elevate the experience for their users, offer greater access to
business data to support greater decision-making, ensure world-class financials, and drive greater
flexibility in extending their systems through agile integrations that drive greater performance. Come to
this session to hear from an Epicor eBackoffice (Enterprise) business leader that has migrated to Epicor Enterprise ERP - Upgrade to the Latest ERP Breakout
ERP and hear their story.
Get ready to reach new heights with your Insights experience. Whether this is your first Insights or you
come every year, make this your best conference ever by attending this session for a preview of the
highlights of the week and meet the Enterprise (eBackoffice) team. Enterprise ERP - Upgrade to the Latest ERP Breakout
Lunch with David Mehok, CFO of Epicor Software Corporation, and the Epicor story of using Epicor ERP in
our business. Enterprise ERP - Upgrade to the Latest ERP Breakout
Join us for this informative lunch about strategies for managing complex integrations. Enterprise ERP - Upgrade to the Latest ERP Breakout
Businesses recognize that to elevate and change, they must adapt to change and embrace it. Come to
this session led by Epicor consultants to learn about the training, principles, and tools that assist in
Enterprise ERP - Upgrade to the Latest ERP Breakout
desired future state.
World-class financials enable the back office to transact faster, offer greater oversight, and drive faster
Enterprise ERP - Upgrade to the Latest ERP Breakout
Come to this session to understand the process and planning details needed for a successful migration to
Epicor ERP. Enterprise ERP - Upgrade to the Latest ERP Breakout
In a global marketplace where speed, change, and the demand for innovation are accelerating
challenges, the expectations of ERP have changed. ERP is no longer simply about cutting costs, but rather
about enabling businesses to grow and take advantage of new opportunities—and avoid unexpected
risks—as they emerge. Come to this session to learn about how Epicor ERP offers leading technology to
support today's growing enterprises, and why technology matters.
Enterprise ERP - Upgrade to the Latest ERP Breakout
Take an in- depth look at the new Production Manager quality-on-the-fly capabilities.
CMS CMS Breakout
DynaChange™ Rules allows you to create your own business logic within the Prophet 21 application. This
session will review how to use the Rules engine to personalize Prophet 21 to your best practices and
Prophet 21 Distribution - Analytics and Reporting Breakout
In this lab you will have an opportunity to try how easily Epicor Tax Connect works for tax determination
based on the origin and the destination of your sales transactions. The lab will also go through the global
capabilities, the sales tax calculation (Epicor Tax Connect Tax Returns) as well as tax certificates (Epicor
Tax Connect CertCapture). Epicor Tax Connect is an add-on financial product. Epicor ERP ERP - Financials Extended Education
This Extended Education covers the full financial cycle primary for those who are relatively new to Epicor
ERP Financials. The lab goes through the basic financial operational processes such as entering
transactional data into GL, AP, AR, posting journals, reviewing GL transactions and running queries and
reports on financial data. Epicor ERP ERP - Financials Extended Education
This Extended Education covers the full financial cycle primary for those who are relatively new to Epicor
ERP Financials. The lab goes through the basic setup steps such as entering master data into GL, AP, AR.
Learn how to create your first Book, Chart of Accounts, Dynamic Segments, Journals, Suppliers,
Epicor ERP ERP - Financials Extended Education
Leverage XL Connect REST API to retrieve data from your BAQs and external datasets. Epicor XL Connect
is an add-on product. Epicor ERP ERP - Financials Extended Education
Learn how the new REST Services in Epicor ERP enable you to quickly and easily integrate Epicor ERP data
and processes with a wide variety of third-party systems and custom applications. This session will cover
scenarios including integration with Microsoft Office; BI systems; custom mobile, web, and desktop Epicor ERP ERP - Tools and Technology; ERP - Upgrade to the Latest ERP Breakout
applications; and more.
Learn how our customers are using Mobile CRM to enable their salesforce on the field, to do business
anytime, anywhere through a modern and intuitive app. Epicor Mobile CRM is an add-on product.
Epicor ERP ERP - Financials Breakout
The Prophet 21 API is a set of REST-based web services that enable you to integrate external applications
to Prophet 21's data and business logic as well as create your own external toolsets. This session will
cover the capabilities of the Prophet 21 API to enhance your extensibility and integration within an Prophet 21 Distribution - Digital Distributor Breakout
ecosystem.
Improve operational efficiencies, quickly react to changing business needs, enforce best practices and
move your business from reactive to proactive. This session will introduce to you the offerings of Prophet
21 and how customers can benefit by implementing the extensibility to effectively transform business Prophet 21 Distribution - Digital Distributor Breakout
operations.
Learn about voice and email alerts and other ways of communicating information around your factory.
Mattec Mattec Breakout
Explore how you can get the best out of the new Kinetic Home Page to support your financial daily
activities. This session will feature an amazing live demo that will show you how you can simplify, ease
and speed up your day-to-day financial work.
Epicor ERP ERP - Financials Breakout
Become familiar quickly with all the basic steps in the General Ledger in Epicor ERP such as setting up GL
accounts, dimensions, transaction types, look at the posting engine and print journals. The session will
also cover basic navigation and will explore how to improve your knowledge f rom the online help or from
Epicor University on-demand education session. Epicor ERP ERP - Financials Breakout
Come and take a look at the financial reporting products, budget planning solutions and other financial
add-on products with Epicor ERP. Epicor ERP ERP - Financials Breakout
Get familiar with the basics of Asset Management in Epcior ERP and learn about the most popular
depreciation methods. We will take a close look at how you can manage and improve the financial
accounting of a company having multiple assets. Epicor ERP ERP - Financials Breakout
Have you ever worked with Accounts Payable (AP), Accounts Receivable (AR), Cash Management,
Payment Instruments and bank reconciliation? If not, do not worry - come and see how these modules
and components work in Epicor ERP making your life as a financial expert much easier.
Epicor ERP ERP - Financials Breakout
Come to this session to understand the key Finance differences between Epicor ERP 9 and the latest
release of Epicor ERP, including all the features that have been added along the way in the 10.1 and 10.2
Epicor ERP ERP - Financials; ERP - Upgrade to the Latest ERP Breakout
Whether you are new to Epicor ERP financials or you are a seasoned financial expert, start your Insights
2019 experience with this opening session to see the highlights for the financial tracks and find the
sessions you most need during the conference. It is also a perfect occasion to meet the Epicor Financial
Product team. Epicor ERP ERP - Financials Breakout
If you always wanted to know how you can manage projects in Epicor ERP, it is the right time to join this
session on Project Management. The recent financial developments in Epicor ERP 10.2.400 contribute to
a more powerful and transparent Project Management process. Discover how Revenue Recognition helps
to perform extensive accounting for your projects. Epicor ERP ERP - Financials Breakout
Come and look at some promising ways to streamline your Accounts Payable (AP) processes from
purchasing and planning to paying your vendor invoices. Our financial expert will deep dive into the
tactics that help you boost your AP activities. Epicor ERP ERP - Financials Breakout
Get a glimpse on the pecularities of the Quote to Cash process with our financial expert. In this session
you will learn about selected areas of the Accounts Receivables (AR) process that help you improve your
business and become more effective in your AR role. Epicor ERP ERP - Financials Breakout
In the world of automation it is essential that you utilize and reap the benefits of all the Electronic
Interfaces (EI) and Payment Methods in Epicor ERP to process your payments automatically at a high
pace, securely and reliably. You will also learn about the differences and the advantages of Cloud Retail
Environment (CRE) / Epicor Payment Gateway / Epicor Payment Exchange (EPX) / Electronic Fund
Transfers (EFT) / Automated Clearing House (ACH) solutions available within the Epicor ERP Credit Card Epicor ERP ERP - Financials Breakout
Processing module.
Come to this session for a view of the estimating and quoting process. Discover how you can uniquely
leverage data and processes in Epicor ERP to lead a best-practice quoting and estimating function at your
organization . Epicor ERP ERP - Financials; ERP - Manufacturing and Supply Chain; ERP - Tools and Breakout
Technology
Fundamentals of Financial Reporting: Explore the built-in Financial Report Designer (FRD)
Epicor ERP ERP - Financials Breakout
Leverage Epicor Data Analytics (EDA) and Epicor Data Discovery (EDD) for your financial reporting
activities. EDA is a financial add-on product. EDD is built-in to all Epicor ERP installation.
Epicor ERP ERP - Financials Breakout
Discover how to transform the way your organization manages inventory to improve productivity and
achieve efficiency gains. This session will cover the basics of managing inventory in Epicor ERP, including
Part Set up, Lot Control and Inventory Counts to many common operations.
Epicor ERP ERP - Manufacturing and Supply Chain Breakout
 Get an overview of Epicor ERP's planning and scheduling functionality. We will discuss the purpose of
scheduling, the basic building blocks for scheduling, including capacity, load, action, and the differences
between forward and backward scheduling.

Fundamentals of Planning and Scheduling Epicor ERP ERP - Manufacturing and Supply Chain Breakout

Epicor Product Configurator provides significant capabilities for building and deploying configurations.
Come to this session to understand and be able to apply these capabilities to improve your use of the
Fundamentals of Product Configurator Product Configurator. Epicor ERP ERP - Manufacturing and Supply Chain Breakout

Come to this session for an overview for buyers. Discover how you can uniquely leverage data and
processes in Epicor ERP to lead a best-practice purchasing function at your organization.
Fundamentals of Purchasing Epicor ERP ERP - Financials; ERP - Manufacturing and Supply Chain Breakout

Come to this session for an overview of Epicor ERP embedded Quality Management. Explore new ways
Fundamentals of Quality Management to collaborate, increase visibility, and prevent quality issues with improved processes and greater access Epicor ERP ERP - Financials; ERP - Manufacturing and Supply Chain Breakout
to ERP data.

Come to this session for an overview on how to manage your sales orders through the process. Discover
Fundamentals of Sales Order Management how you can uniquely leverage data and processes in Epicor ERP to lead a best-practice sales function at Epicor ERP ERP - Financials; ERP - Manufacturing and Supply Chain; ERP - Sales and Breakout
your organization. Service

Learn the latest eCommerce trends, why you need an eCommerce strategy, how your customers are
buying, and how to grow your business through Epicor Commerce Connect - Complete, connected, and
Grow Sales and Reach New Customers with eCommerce Powered by Epicor customer-proven to accelerate growth. Eclipse; Epicor ERP; Prophet 21 Distribution - Digital Distributor; ERP - Sales and Service Breakout
Commerce Connect (ECC)

Grow Your Dealer Channel with Epicor Dealer Network Portal (ECC)
Do you rely on a network of dealers to sell or service your products? Epicor Dealer Network Portal is an
innovative solution powered by Epicor Commerce Connect (ECC) and Epicor ERP that helps you create a
modern, online experience for your dealers. Empower them to rapidly configure, price, and quote orders,
as well as manage service and warranty needs for your products online. Join this session to learn about
connecting all transactions at the dealer with your back-end ERP for greater visibility and business Epicor ERP ERP - Sales and Service Breakout
growth.

Harness the Power of Eclipse User-Defined Queues
Join this session to learn how to create and view User-Defined Queues, how to validate input fields, how
to grant access to use the queues, and more. User-Defined Queues allows you to create your own queues
of information within Solar that allow users to view and edit data. Examples include products with zero
weight, buy packages that are greater than demand, and products that have min/max about to expire. Eclipse
You can monitor and modify products, customer/vendor information, or any file in Eclipse based on its Distribution - Analytics and Reporting; Distribution - Financial Management Breakout
dictionaries.

High availability and disaster recovery concepts—description to follow soon.

High Availability and Disaster Recovery Concepts CMS CMS Breakout
In this session, you will learn how Mattec handles SQC—how you set it up and how you do it.
How to Collect Statistical Quality Control (SQC) Samples Mattec Mattec Breakout
Hybrid environments--where some business applications are deployed on premises and some in the
cloud--are very common, offer compelling versatility, and create the most value for your business when
connected. Discover how to extend your investments with Epicor Integration Cloud. Integrate the right
How to Integrate a Hybrid Environment to Unlock the Maximum Value from Your data and processes to create greater value, improve productivy, and ensure data accuracy. Epicor ERP; Prophet 21 Distribution - Prophet 21 in the Cloud; ERP in the Cloud Breakout
Investments

Epicor Kinetic Design is driving the future of user experience for enterprise software. In our latest
release, we applied Kinetic design principles to reimagining the Active Homepage, which is a launch pad
for your favorite forms, applications, and recent activity. In addition, you can add data widgets that turn
How to roll out Active Home Page (powered by Epicor Kinetic Design) to Your your home page into a live dashboard of key metrics. We’ll provide an overview of key features and dive Epicor ERP ERP - Tools and Technology Breakout
Users into how to enable, configure, and maintain the Active Home Page for the users in your company.

Learn how Prophet 21 advanced formulas provide tighter control of your inventory investment. This
session will focus on the methods used to forecast more accurately, including forecasting inventory levels
Improve Inventory Management with Advanced Demand Forecasting well into the future and being able to purchase based on those levels. Prophet 21 Distribution - Supply Chain Management Breakout

This interactive, high-energy session is a perennial favorite. Learn how Epicor handheld technology and
capabilities coupled with Advanced Material Management can be leveraged to improve inventory
Improve Supply Chain Execution with Epicor Handheld and Advanced Materials management, accuracy, and streamline operations. Epicor ERP ERP - Manufacturing and Supply Chain Breakout
Management

This session offers advanced knowledge on some obscure aspects of your warehouse operations to help
Improve your Warehouse Operations you be more efficient and effective in handling your inventory. Eclipse Distribution - Supply Chain Management Breakout
Learn from our customers on how Eclipse has enhanced reporting, analytics, tracking, and warehouse Distribution - Analytics and Reporting; Distribution - Supply Chain
Innovation and Growth with Eclipse management in their daily business routines. Eclipse Breakout
Management
Capturing and approving time and expenses has never been so easy. Join us for a sneak peek of the new
Mobile Time and Expense App—powered by Epicor Kinetic Design—coming soon with Epicor ERP
Introducing the New Mobile Time and Expense App for Epicor ERP 10.2.400. Epicor ERP ERP - Sales and Service Breakout

You have data from a wide range of sources, but now what do you do with it? Introducing XL Connect 7
for Prophet 21! XL Connect 7 harnesses the power of Microsoft Excel, delivering more than just financials
to help you to create and share dynamic reports in minutes. Are you ready to uncover quick wins and
insightful trends for your business? Join our session to learn how you can easily create dynamic reports
Introducing XL Connect 7 Dynamic Reporting for Prophet 21—It’s More Than with real-time Prophet 21 data for critical business decisions. Prophet 21 Distribution - Analytics and Reporting; Distribution - Financial Management Breakout
Financials

Introduction to DocStar Enterprise Content Management Solution for Epicor ERP Overview of DocStar Enterprise Content Management Solution and its integration with ERP 10. Review of
PackageWorks, Forms, A/P Workflow process, and a whole lot more. Epicor ERP ERP - Manufacturing and Supply Chain Lab
10
Learn about Epicor ICE, the foundation of ERP version 10. This session will include an overview of the
user experience, tooling for diagnostics and performance and extensibility (including BAQs and BPMs).
Introduction to Epicor ERP 10 Technology This session provides a great insight into the power of the technology for both users who are new to ERP Epicor ERP ERP - Tools and Technology; ERP - Upgrade to the Latest ERP Breakout
10 and those looking to gain further insight.

Dive into new features available in the next generation of Prophet 21. Start with the web-enabled user
Introduction to Prophet 21 Web Application - 101 interface and learn about the new capabilities to enhance your business. Prophet 21 Distribution - Digital Distributor Breakout
This session is an introduction to writing SQL for CMS.
Introduction to Writing SQL for CMS CMS CMS Breakout
Recent Releases of Solar Eclipse have added some more visibility and deployment capability options to
JBOSS Administration and Solar Client Deployment Options the Solar Client. Get enlightened in this session on the latest with Solar Client Deployment and JBOSS Eclipse Distribution - Tools and Technology; Distribution - Digital Distributor Breakout
Administration.
Describe new Job Management tools that have been added to Eclipse, and how to use them to help
Job Management - Troubleshooting Tools resolve some of the data fix issues. Eclipse Distribution - Tools and Technology Breakout
See how projects and takeoffs make Eclipse unique. Learn how to manage all changes in one view. Distribution - Supply Chain Management; Distribution - Tools and
Job Management in Eclipse—Session 101 Eclipse Breakout
Technology
Managing large commercial projects efficiently is the specialty of Eclipse Job Management. This robust
product allows you to track all aspects of the job including bidding, managing the release of material,
customer billing, and vendor invoice reconciliation. Join Eclipse users who are currently using Job
Job Management Roundtable—Session 201 Management to share best practices and great ideas. You will hear tips and gain insight into how this Eclipse Distribution - Supply Chain Management; Distribution - Tools and Breakout
feature can benefit your organization. Technology

EDA & Schedules or Real Time Display. This would also lead to the integration of Epicor ERP and what the
Know Your OEE and Identify Costing and Scheduling Issues with Mattec MES ERP shows for costings. Mattec Mattec Breakout

Solar has come so far from its start as a Windows-based version of Eterm. In this lab, learn ways to
Lab: 5 Reasons to Finally Leave Eterm Behind simplify your business just by switching to Solar. Eclipse Distribution - Tools and Technology Lab
Subqueries provide a way to gather targeted views of data that help you both monitor and evaluate your
business activities. In this lab, explore creating BAQs that use results from subqueries (sub BAQs). Hands
Lab: Advanced BAQs: Gathering, Compiling, and Evaluating Data with Subqueries on exercises will go through several examples of using BAQ subqueries. Epicor ERP ERP - Tools and Technology Lab

Epicor Data Discovery (EDD) is a self-service data exploration tool for Epicor ERP 10.2.100 and above.
Lab: An Overview of Epicor Data Discovery (EDD) Come learn how Epicor Data Discovery can create a graphical representation of real-time data to show Epicor ERP ERP - Reporting and Analytics Lab
monitoring of your key performance indicators.
Epicor Service Connect is the backbone technology driving integrations between systems. Part one of
Lab: Automate Data Entry With Service Connect this lab introduces the general concepts of Service Connect and how basic integration projects are built. Epicor ERP ERP - Tools and Technology Lab

Learn how to use the power of Magento ecosystem to build impressive digital storefronts and add-ons to
Lab: Build Advanced eCommerce Storefronts Using Magento Ecosystem (ECC) rapidly add new functionality. Eclipse; Epicor ERP; Prophet 21 Distribution - Digital Distributor; ERP - Sales and Service Lab

Learn the basics of setting up an eCommerce site, configuration of Eclipse, and establish communication
Lab: Build Your Distribution Storefront for Eclipse and Epicor Commerce Connect with the ECC front end. Eclipse Distribution - Digital Distributor Lab
(ECC)
Learn the basics of setting up an eCommerce site, configuration of Prophet 21, and establish
Lab: Build Your Distribution Storefront with P21 and Epicor Commerce Connect communication with the ECC front end. Prophet 21 Distribution - Digital Distributor Lab
(ECC)
This lab focuses on how you can create your first reports with XL Connect 7.
Lab: Build Your First Report with Epicor XL Connect 7 Epicor ERP ERP - Financials Lab
This lab focuses on how you can create your first reports with XL Connect 7.
Lab: Build Your First Report with Epicor XL Connect 7 Epicor ERP ERP - Financials Lab
This hands-on lab focuses on how you can create your first reports with XL Connect 7.
Lab: Build Your First Report with XL Connect 7 Prophet 21; Epicor ERP Distribution - Analytics and Reporting; ERP - Reporting and Analytics Lab
Learn the basics of setting up an eCommerce site, configuration of Epicor ERP, and establish
Lab: Build Your Manufacturing Storefront with Epicor ERP 10 and Epicor communication with the ECC front end. Epicor ERP ERP - Sales and Service Lab
Commerce Connect (ECC)
Come and try how you would create your first personalized home screen with the new Kinetic Design.
Extend your homepage with Epicor Data Discovery (EDD). EDD is built-in to Epicor ERP.
Lab: Build Your Own Personalized Home Screen for Financials with the New Kinetic Epicor ERP ERP - Financials Lab
Design and EDD

In this lab, you will create a new dashboard that displays late receipts and alternate suppliers for the part
number associated with each receipt. Additionally you will add a tracker view to allow for easy searching
Lab: Building and Deploying Dashboards for Supply Chain Management for receipts by part number or days late, and add rules to highlight information within the dashboard. Epicor ERP ERP - Reporting and Analytics; ERP - Manufacturing and Supply Chain Lab

Come to this hands-on lab to learn how to build and deploy several embedded customizations for the
Lab: Building and Deploying Embedded Customizations for the Shop Floor shop floor, including MES customizations. Epicor ERP ERP - Manufacturing and Supply Chain; ERP - Tools and Technology Lab
Are you comfortable with creating basic BAQs, but looking to build better queries for your manufacturing
processes? Come to this hands-on lab prepared to build some manufacturing BAQs that you can take
home and deploy right away. Create queries to:
Lab: Building Business Activity Queries (BAQs) for Manufacturing Operations -Display subcontract operations and their estimated shipment dates Epicor ERP ERP - Tools and Technology Lab
-Review MRP parts and then update their MRP parameters through a grid interface
-Display the total sales orders, quotes, and invoices created during a selected date range.

Lab: Building Business Activity Queries for Manufacturing Operations
Are you comfortable with creating basic BAQs, but looking to build better queries for your
manufacturing processes? Come to this hands-on lab prepared to build manufacturing BAQs that you can
take home and deploy right away. Create queries to:Display subcontract operations and estimated ship
datesReview MRP parts and update their MRP parameters through a grid interface.Display the total sales Epicor ERP ERP - Manufacturing and Supply Chain; ERP - Reporting and Analytics Lab
orders, quotes and invoices created through a selected date range.

Learn how to make personalized dashboards with Epicor Data Analytics (EDA). Epicor Data Analytics
Lab: Create Your Financial Dashboards with Epicor Data Analytics (EDA) (EDA) is an add-on product. Epicor ERP ERP - Financials Lab

In this lab, we will walk through creating an updatable BAQ for modifying MRP parts and placing that
Lab: Creating an Updatable MRP Dashboard within an Updatable Dashboard for your users. Epicor ERP ERP - Reporting and Analytics; ERP - Manufacturing and Supply Chain Lab
Have you developed a report that contains so much data that it requires a lot of scrolling, but you don’t
want to remove the rows? Attend this lab and learn how to implement collapsible rows. These rows, also
known as drill-downs, can compress to a single summary line, and expand again to show greater detail
Lab: Creating Collapsible Reports With SSRS when needed. This dynamic action gives you the opportunity to provide a wealth of data in your report Epicor ERP ERP - Reporting and Analytics Lab
while keeping it easy to read.

Lab: Creating Customized and Actionable Views with BAQs and Dashboards
Business activity queries (BAQ) and dashboards provide a great way to create customized and actionable
views of ERP information. This lab shows how to use these technologies to create dashboards which you
can combine into an application specific to your needs.
At the conclusion of this lab, you will be able to:
-Create a JobCostsExceptions BAQ with criteria and calculated fields.
-Create a dashboard that uses the JobCostsExceptions BAQ.
-Add a GridView with row rules that highlight the specific cost exceptions. Epicor ERP ERP - Tools and Technology Lab
-Add additional GridViews that filter exceptions for material, labor, burden, and subcontract costs.

Attend this hands-on lab to learn how you can create parts with Epicor ERP, and how you can apply
Lab: Creating Parts and the Method of Manufacture various methods of manufacturing to your orders. Epicor ERP ERP - Manufacturing and Supply Chain Lab
Crystal Reports is the standard for high performance enterprise reporting. This hands-on session has
been designed to give you confidence when creating your first Crystal report. The general layout of
Lab: Creating Your First Crystal Report Crystal will be covered and attendees will learn how to create reports for their business using the Report Prophet 21 Distribution - Analytics and Reporting Lab
Wizard and from scratch.

Credit Card Processing is a comprehensive financial module in Epicor ERP that has seen major
improvements recently. This lab focuses on the basic setup and configuration of the main components
and goes through the day-to-day work with credit cards. Epicor ERP Credit Card Processing is an add-on
Lab: Credit Card Processing product. Epicor ERP ERP - Financials Lab

Lab: Customer-Led—Automating Shipments Using Bar Code Scanning
This lab is a customer co-presentation reviewing one of their customizations built on the customer
shipment entry process. The requirement is to allow the bar code scanning of inventory tags with a bar-
coded lot number printed on them to build pack lines for selected sales order line releases. Also, there is
another requirement to add an alloy surcharge based on the part and quantity sold for specific parts
when the pack is shipped.
This lab will review the following processes:
• Building requirements based on business rules
• Use UserCodes to store and maintain customer- and part- specific alloy surcharge data
• Use a UD table to store pack information that will be used to build the final pack and add the
surcharges Epicor ERP ERP - Manufacturing and Supply Chain; ERP - Tools and Technology Lab

• Review the process flow when lots are scanned

• Review the process flow when the Build Pack function is called

This lab is a customer co-presentation reviewing one of their custom integrations into Epicor ERP to
perform inventory transactions using a custom .NET program. The custom program connects to the
Epicor ERP business object implementations externally f rom Epicor ERP, and calls the required business
object methods to perform inventory transactions inside Epicor ERP without using the client interface.
This lab will review the following processes:
• Building requirements based on business rules
• Identifying the required Epicor program assemblies needed for the processes
• Building the .NET executable and exposing it for user access
Lab: Customer-Led—Building Custom Executables to Perform Inventory Epicor ERP ERP - Manufacturing and Supply Chain; ERP - Tools and Technology Lab
Transactions • Performing Inventory transfer tasks
• Review the process flow when the function is called

Take advantage of features in S olar Eclipse that don't exist in Eterm. In this hands-on session you will
Lab: Customizing Solar for you assign menu to favorites, create categories, and create both menu widgets and queue widgets to make Eclipse Distribution - Tools and Technology Lab
Solar work better for you.

Attend this hands-on lab and find out more about Epicor ERP Advanced Materials Management features
Lab: Deep Dive into Advanced Materials Management and capabilities. Epicor ERP ERP - Manufacturing and Supply Chain Lab
In this hands-on lab, attendees will learn about Epicor ERP's scheduling features and capabilities, and will
Lab: Deep Dive into the Scheduling Process dive deep into the scheduling process. Epicor ERP ERP - Manufacturing and Supply Chain Lab
Empower your organization to be more efficient and organized, and gain greater process visibility. In this
Lab: DocStar ECM—Building eForms and Workflow Applications—Part 1 lab, you will learn to build your own eForm and linked workflow application to automate document- DocStar; Epicor ERP; Prophet 21 DocStar; ERP - Financials; ERP - Manufacturing and Supply Chain Lab
driven processes.
Empower your organization to be more efficient and organized, and gain greater process visibility. In this
Lab: DocStar ECM—Building eForms and Workflow Applications—Part 2 lab, you will learn to build your own eForm and linked workflow application to automate document- DocStar; Epicor ERP; Prophet 21 DocStar; ERP - Financials; ERP - Manufacturing and Supply Chain Lab
driven processes.

Empower your organization to be more efficient and organized, and gain greater process visibility. In this
Lab: DocStar ECM—Building eForms and Workflow Applications—Part 3 lab, you will learn to build your own eForm and linked workflow application to automate document- DocStar; Epicor ERP; Prophet 21 DocStar; ERP - Financials; ERP - Manufacturing and Supply Chain Lab
driven processes.
In this introductory lab, you will first learn how to capture and index documents. Next, you will create
Lab: DocStar ECM—Streamlining Your Epicor ERP 10 AP Process With AP custom rules to automatically process, two- or three-way match, and route invoices for review and
Automation approval. Epicor ERP ERP - Financials Breakout

There are certain situations in Prophet 21 that interact with DynaChange Rules in unique ways. Applying
rules to these areas and leveraging them properly requires an advanced understanding of system
particulars. This hands-on session will explore some of the more advanced capabilities of DynaChange™
Lab: DynaChange™ Rules - Advanced Topics Rules along with tips and tricks to take maximum advantage of what Rules can offer. Prophet 21 Distribution - Analytics and Reporting Lab

With the introduction of the web-enabled version of Prophet 21, DynaChange Rules that present a visual
user interface have to be rethought. Windows-based visualizations do not work in a web browser. Attend
Lab: DynaChange™ Rules - Let's Look at Visual Rules this hands-on session to learn how to create DynaChange Rules with a visual component in the Prophet Prophet 21 Distribution - Analytics and Reporting Lab
21 web application.

Get hands on with the new ERP REST Services and learn how to quickly and easily locate services, query
Lab: Easy ERP Data Integration with REST Services data, and write back information to ERP from any programming language in minutes. Epicor ERP ERP - Tools and Technology; ERP - Upgrade to the Latest ERP Lab

Come to this session if you own Enterprise (eBackoffice), the Epicor world-class ERP that is focused on
Lab: eBackoffice Users Experience Epicor ERP financials, for a hands-on look at Epicor ERP 10.2. If migration to Epicor ERP is in your future, you won’t Enterprise ERP - Upgrade to the Latest ERP Lab
want to miss out on this opportunity.
In this session you will learn just how easy to create your own personalized EDA Dashboard. You will see
Lab: Epicor Data Analytics for Distribution how easy it is to create a personalized dashboards, then how to interegate the data from the charts to Eclipse; Prophet 21 Distribution - Analytics and Reporting Lab
drill down to spot issues.
In this session, you will learn just how easily you can create your own personalized EDA dashboard and
Lab: Epicor Data Analytics for Epicor ERP how to integrate the data from the charts to drill down to spot issues. Epicor ERP ERP - Reporting and Analytics Lab

Join us for a hands- on look at how Epicor Data Analytics helps you track how your business is performing,
Lab: Epicor Data Analytics for Prophet 21 and can "drill down" to the details for the task at hand, in an always-connected, cloud-based service. Prophet 21 Distribution - Analytics and Reporting Lab

In this hands-on lab, attendees will learn how to take calls, schedule and dispatch workers with Epicor
Lab: Epicor F ield Service Automation (FSA): Call Taking, Scheduling and Dispatch Field Service Automation (FSA). Epicor ERP ERP - Manufacturing and Supply Chain Lab
Is your shipping department a loss leader or a profit center? Join us to learn how Epicor Manifest can
Lab: Epicor Manifest—Setting up Shipping Charge Schemes help you turn your shipping department into a profit center by setting up shipping charge schemes. Prophet 21 Distribution - Supply Chain Management Lab

This lab focuses on the differences between the XL Connect 5 and 7 versions and reviews the functional
Lab: Epicor XL Connect 7 for Finance – Review the Upgrade Steps from Version 5 steps during the upgrade. Epicor XL Connect is an add-on product. Epicor ERP ERP - Financials Lab

Lab: Explore and Personalize Your Active Home Page - Manufacturing
Lab: Extreme BPM for Multistage Authorization Workflows
Details to come. Enterprise ERP - Manufacturing and Supply Chain Lab
This lab demonstrates one approach for setting up workflow authorization control data for business
processes using Epicor ERP UD tables. We will then build BPM workflows that monitor documents
moving through these authorization steps that enforce business rules. This will entail leveraging BPM
data forms which we will apply UI customizations to enforce data integrity and provide a better user
experience.
At the conclusion of this lab, you will have reviewed:
• Trace data conditions through method and data directives to determine where to add BPMs and data
directives to apply business logic
• Using UD Tables and UserCodes to store and maintain data used for workflow configuration
• Using BPM Data Forms to allow users to select alternate email recipients that belong to the required
security groups
• Review the needed BPM action items to build authorization workflows
Epicor ERP ERP - Tools and Technology Lab
• Define and use workflow variables leveraging the new object types available in ERP 10.1.600 and
higher
• Use alert attachments to send email notifications to predefined users based on assigned security
groups and email addresses to automatically open Epicor forms with predefined records already selected

Lab: Foundations for Upgrading BPM and UI Customizations From ABL to C —Part Come to this lab for hands-on examples of BPMs and UI customizations that need migrating to SSRS— Epicor ERP ERP - Tools and Technology; ERP - Upgrade to the Latest ERP Lab
1 of 2 part 1 of 2.
Lab: Foundations for Upgrading BPM and UI Customizations From ABL to C —Part Come to this lab for hands-on examples of BPMs and UI customizations that need migrating to SSRS— Epicor ERP ERP - Tools and Technology; ERP - Upgrade to the Latest ERP Lab
2 of 2 part 2 of 2.
Come to this lab for hands-on examples of reports that need migrating to SSRS—part 1 of 2.
Lab: Foundations for Upgrading Reports From Crystal to SSRS—Part 1 of 2 Epicor ERP ERP - Reporting and Analytics; ERP - Upgrade to the Latest ERP Lab
Come to this lab for hands-on examples of reports that need migrating to SSRS—part 2 of 2.
Lab: Foundations for Upgrading Reports From Crystal to SSRS—Part 2 of 2 Epicor ERP ERP - Reporting and Analytics; ERP - Upgrade to the Latest ERP Lab
Ever need to add search options or change the search functionality on a screen? Ever want to use the
"Open With" context menu for a key field to open a custom dashboard? This session will review how to
work with the different types of searches available. It will demonstrate how each search is set up and
how it functions. It will also demonstrate how to add new items to the Opens With context menu and
make it available globally.
At the conclusion of this lab, you will be able to:
• Build and deploy Quick Searches
• Build and deploy BAQ Searches
• Build and deploy Advanced Dashboard Searches
Lab: Fun With Searches • Build and deploy Predictive Searches Epicor ERP ERP - Tools and Technology Lab

• Build and deploy BAQ Zone Searches

• Add "Open With" items to the context menu and make them available globally

In this hands-on lab, attendees will learn about the features and capabilities of the Epicor ERP Buyer
Lab: Getting the Most Out of the Buyer Workbench Workbench, and how to get the most out of it. Epicor ERP ERP - Manufacturing and Supply Chain Lab
In this hands-on lab, attendees will learn how to create and transform your EBOMs to MBOMs with
Lab: Hands-on with CADLink and MBOM: Create and Transform EBOMs to MBOMs CADLink. Epicor ERP ERP - Manufacturing and Supply Chain Lab
Attend this hands-on lab and learn how you can increase the accuracy of your inventory by utilizing
Lab: Increase Inventory Accuracy with Cycle Counts Epicor ERP cycle count capabilities. Epicor ERP ERP - Manufacturing and Supply Chain Lab
Lab: Lean Kanban Pull-Based Systems - Purchase and Stock Kanban Logic Attend this hands-on lab and discover more about lean kanban pull-based systems. Epicor ERP ERP - Manufacturing and Supply Chain Lab
This lab first explores the common patterns of poor performance and their potential sources. You will
then review the Performance and Diagnostic Tool (PDT), the premiere performance evaluation tool
developed by Epicor. The session explains how you set up both client trace logs and server trace logs, and
describes how you use the Performance and Diagnostic Tool to evaluate these log results. During this
class, you will also set up the PDT to automatically capture and gather both server and client logs. To
Lab: Learn How To Leverage the Performance Diagnostic Tool for Better System complete the lab, you review the Support Checklist. This key checklist, developed by Epicor performance Epicor ERP ERP - Tools and Technology Lab
Performance tuning specialists, details what system information and logs to pull together before you submit a call to
Epicor Technical Support.

This lab will focus on the 1099 reporting process used in the US.
Lab: Learn to Manage Your 1099 Processing with Epicor ERP Epicor ERP ERP - Financials Lab
Eclipse Reports is a reporting tool for Solar Eclipse that provides easy reporting. In this hands-on session,
you will learn how to define the Eclipse Reports Home Page, create a Report, see several options when
Lab: Mastering Eclipse Reports creating a report as well as run a report, and create a post filter on a report. Eclipse Distribution - Analytics and Reporting Lab

In this hands-on lab you will learn the how's and why's for migrating your reports to XL Connect 7.
Lab: Migrating your XL Connect reports to XL Connect 7 Epicor ERP ERP - Reporting and Analytics Lab
With the Epicor Forms Design package, you have the power to customize and format forms to fit your
business needs. In this session, you will review the capabilities that exist when modifying forms and walk
Lab: Modifying Forms with Crystal through some examples on how to make those changes yourself. Prophet 21 Distribution - Tools and Technology Lab
　
Eclipse Dictionaries define and access the information stores in data files. They translate data information
to easily view and understand it. The system stores the file data in an internal form, which is more
efficient for processing the data, and uses dictionary items to display the data in an external form, which
Lab: My First Dictionary you can understand. Creating effective reports requires a good understanding of dictionaries and data Eclipse Distribution - Analytics and Reporting Lab
storage.

Dictionaries can return information from the database, but I-Desc can transform the data into meaningful
slices of that data. An I-desc can return only a piece of the data field for searching, or create a calculation
Lab: My First I-Desc on two fields to help with business decision. In this lab, learn to control Eclipse data by configuring data Eclipse Distribution - Analytics and Reporting Lab
to suit your needs.

Get a hands-on opportunity to work with the Prophet 21 Web Application. Learn about the new Home
Lab: Navigating the Prophet 21 Web Application Screen and how to navigate within the application. This lab will be repeated later in the conference Prophet 21 Distribution - Digital Distributor Lab

Lab: Optimize Your Stock Levels with the Automatic Update of Minimum, Attend this hands-on lab and learn how you can optimize your stock levels with Epicor ERP. Find out how
Maximum and Safety Values to utilize automatic updates of minimum, maximum and safety values of stock. Epicor ERP ERP - Manufacturing and Supply Chain Lab
DynaChange Portals is a powerful tool that provides system administrators the ability to customize views
for their end users. You will get some hands-on experience with designing your own portal elements.
Lab: Optimizing Information Flow with DynaChange Portal Designer Pre-existing knowledge of the Prophet 21 database structure is assumed. Prophet 21 Distribution - Analytics and Reporting Lab

In this session, you will learn just how easy it is to personalize your EDA solution to fit your company's
and users' needs. You will see how to add dimensional fields to categorize your data, how to create
Lab: Personalizing Your Epicor Data Analytics (EDA) Solution custom dashboards, and just how easy it is to go from high-level aggregated data to transactional data to Epicor ERP ERP - Reporting and Analytics Lab
spot issues.

Attend this hands-on lab to find out the best ways to plan your material requirements and learn insider
Lab: Planning Your Material Requirements and Firming Up Jobs for Production tricks on how to firm up jobs for production. Epicor ERP ERP - Manufacturing and Supply Chain Lab
Report Writer is a tool used to create customized reports by defining the data elements and presentation.
Lab: Report Writer for Eclipse This lab will walk you through creating a basic report in Report Writer, including adding columns to the Eclipse Distribution - Analytics and Reporting Lab
body of the report, selecting specific records, and sorting the results

Attend this hands-on lab to gain insights and insider knowledge on the best ways to use Epicor ERP for
Lab: Scheduling Tips, Tricks and Expert Advice scheduling. Epicor ERP ERP - Manufacturing and Supply Chain Lab

Lab: Simplifying Complex Order Items with the Product Configurator
Lab: Simplifying Database Administration With SQL Jobs and Alerts
Lab: Simplifying Database Administration With SQL Jobs and Alerts
Lab: SQL Intro 101 - Getting Started with SQL Query Writing
Lab: SQL Intro 102 - Using SQL Views for Effective Query Writing
Lab: SQL Server Performance Checklist 101
Lab: SQL Server Performance Checklist 102
Lab: Tailoring and Tuning your Active Home Page, Powered by Epicor Kinetic
Design
Lab: Understand How Dynamic Segments Improve Your Financial Accounting and
Reporting
Lab: Understand the Flexibility of Epicor ERP Posting Rules
Lab: Understanding Purchasing Methods and Formulas
Lab: Using SQL Server in Production and Architectural Planning—Part 1
Lab: Using SQL Server in Production and Architectural Planning—Part 2
Lab: Using the Epicor ERP Report Routing/Printing Capabilities
Lab: XL Connect 7 for Prophet 21 - Leveraging All Your Data and Reporting Needs
Lab; Epicor Manifest - Shipping Charge Schemes
Latam Expert Corner—Part 1 (Spanish)
Latam Expert Corner—Part 2 (Spanish)
Latam Expert Corner—Part 3 (Spanish)
Learn How to Create Engaging Training for Your Employees
Maintaing Inventory and Transfers in a multi-branch environment on Eclipse
Manage User Menus and Authorization With Roles
Managing Consigned Inventory in Prophet 21
Managing your Item File (Temporary Items, Item Defaults, Item Catalog, Merge
Items)
Manufacturing and S upply Chain—Showcasing Key Features in 10.x (for Epicor ERP in the 10.1 and 10.2 releases. This could be a great refresher or an opportunity to look forward to your Epicor ERP
9 to Epicor ERP 10)
Material Management Operation Guideline and CMS
Mattec Customizations and Configuration
Mattec Machine Interface Units - Install, Configure, Troubleshoot
Mattec MES for Engineer To Order Metal Customers
Mattec Statistical Process Control (SPC) and IoT
Mattec—The Road Ahead
Meet the Eclipse API
Meet the eCommerce Team
Meet the Epicor ERP Cloud Team
Meet the Prophet 21 Cloud Team
Mergers and Acquisitions—Drive Business Growth
Microsoft SQL Server for Epicor ERP 10 Administrators
Migrating Reports From Crystal Reports to SSRS
Minimize Downtime and Manage Assets with Mattec MES
Most asked Accounting Questions
Moving to Avalara
Moving to the Prophet 21 Web Application - 301
Navigating Foreign Currency in Prophet 21
OPCA Communication
Optimizing Inventory Across Multiple Locations
Optimizing Puchasing
Optimizing Your Epicor ERP Environment Through System Health Checks
Product Data Warehouse for Eclipse
Product Management Roundtable Session
Prophet 21 2019.1 New Features
Prophet 21 Road Ahead Session
Prophet 21 Sales Pricing
Prototyping UI Customizations and Building Integrations for ERP Using Visual
Studio
Quote to Cash: Best Practice Business Flow
Reducing the Effort and Cost of Staying Current
Regional User Group (RUG) Cup, Part 1
Regional User Group (RUG) Cup—Part 2
Report Writer for Eclipse
Return on Investment Based on Efficiency Parameters
Review of Eclipse Month-End Procedures and Balancing
Serialized Inventory
Ship It! Start taking advantage of freight tools in Eclipse
Simplify the Upgrade to Epicor ERP 10 With Automated Tooling and Services (for
Epicor ERP 9, Vantage, and Vista Users)
Speed Networking for Mattec
System Admin: Tips and Tricks 101
System Admin: Tips and Tricks 102
System Settings for Inventory
Learn how to take control of the spending in your business by managing everything from raising
Take Control of Your Business Spending With Advanced Requisition Management requisitions through approval and ordering with Epicor Advanced Requisition Management (ARM).
for eBackoffice (Enterprise) Users
Taking Your Epicor Support to the Next Level
Taking your Prophet 21 System to the Next Level
The Basics of Crystal Report Writing in Mattec
The Competitive Advantage of Being Up-To-Date With Your ERP (Spanish)
The Connected Enterprise and CMS
The Connected Enterprise: Connect Your Top Floor to Your Shop Floor with Mattec with Mattec MES and Epicor Data Analytics.
MES
Top Omnichannel Forces That Are Shaping the Customer Experience and Driving
Growth (ECC)
Transforming the User Experience—Epicor Kinetic Design Update
Understanding Commissions in Eclipse
Understanding Solar Themes
Understanding the Sell Matrix and Pricing Hierarchy to Analyze Sell Prices
Understanding Your Epicor ERP System Capacity Through Load Testing
Unleash your shipping capabilities with Epicor Manifest for Prophet 21
Unleash Your Workforce With Eclipse Knowledge at Their Fingertips
Unleash your workforce with Prophet 21 Knowledge
Updates to the Prophet 21 Web Application - 201
Upgrade Cadence Tips and Tricks for Customers New to Epicor ERP in the Cloud
Upgrade Cadence Tips and Tricks for Customers New to Prophet 21 in the Cloud
Upgrading Product Configurations to Epicor ERP 10 (for Epicor ERP 9, Vantage, and bring these forward to the latest ERP release and hear the new features to take advantage of along the Epicor ERP
Vista Users)
Upgrading With Ease—Best Practices for Epicor ERP 10.x Users
Using Prophet 21 EDI to Do Business with your Suppliers
Value of Your Epicor Support Investment
Vessels, Containers, and Landed Costs
Warehouse - Carton Packing
Welcome Session for Latin America Customers (Spanish)
What Queues should be monitored?
Attend this hands-on lab to learn how you can simplify complex order items by utilizing Epicor Product
Configurator. Epicor ERP ERP - Manufacturing and Supply Chain Lab
Keeping your database running smoothly is not an easy job, but it can be if you use the tools supplied by
SQL Server. This lab demonstrates how to set up the different alerts to keep you informed about
conditions such as insufficient resources, CPU utilization, cache hit ratio, and more, as well as jobs that Epicor ERP ERP - Tools and Technology Lab
can proactively address maintenance tasks.
Keeping your database running smoothly is not an easy job, but it can be if you use the tools supplied by
SQL Server. This lab demonstrates how to set up the different alerts to keep you informed about
conditions such as insufficient resources, CPU utilization, cache hit ratio, and more—as well as jobs that Prophet 21 Distribution - Tools and Technology Lab
can proactively address maintenance tasks.
Are you a SQL novice? Does the thought of executing a SQL query make you nervous? If so, then this
session is just what you need to leverage this powerful and easy tool. Prophet 21 Distribution - Tools and Technology Lab
This session will highlight the use of views - a virtual table of one or more existing tables - in the Prophet
21 database, concentrating on how to create your own views, while also looking at the options of existing Prophet 21 Distribution - Tools and Technology Lab
views in the database.
Whether you are new to SQL Server or live for several years, this class will provide the latest best
practices to have your SQL Server running at ideal performance. In this class we will tweak SQL Server
configurations and provide you with the steps to do this back at your organization. Prophet 21 Distribution - Tools and Technology Lab
Whether you are new to SQL Server or live for several years, this class will provide the latest best
practices to have your SQL Server running at ideal performance. In this class we will tweak SQL Server
configurations and provide you with the steps to do this back at your organization. Prophet 21 Distribution - Tools and Technology Lab
Epicor Kinetic Design is driving the future of user experience for enterprise software. In our latest
release, we applied Kinetic design principles to reimagining the Active Homepage. Join us as we show
you how to tailor and tune your Epicor ERP Active Home Pages, so your teams have the right information
at their fingertips. In this lab, we will explore hands-on how to add widgets for Epicor Data Discovery Epicor ERP ERP - Tools and Technology Lab
(EDD) and BAQs, and how you can share these with your teams.
This lab will focus on the dynamic segments in GL that allow to customize your posting engine. Improve
your accounting practice and make better financial reporting with deploying dynamic segments.
Epicor ERP ERP - Financials Lab
The Posting Engine makes the Epicor ERP Financial Management very flexible and powerful. This lab
focuses on the setup and configuration of Posting Rules in Epicor ERP as it can be technically quite
challenging to maintain complex accounting schedules. It will also deep dive into the daily usage of the
Posting Rules in Epicor ERP and will address what the financial functional experts needs to know about Epicor ERP ERP - Financials Lab
the Posting Rules.
Learn the implications of each of the restock calculation methods available in P21. This lab discusses the
methods, and leads you through scenarios that use each of the available options so you understand how
the system arrives at the recommendations it does. Walk away with a better understanding of the
purchasing calculations available so you can select the best fit for your business. Prophet 21 Distribution - Sales and Pricing; Distribution - Supply Chain Management Lab
This two-part lab is for anyone currently using Microsoft SQL Server in their IT infrastructure or for those
looking at deploying ERP 10.2. We will discuss the operational aspects of SQL Server, including basic
backup/restore and SQL replication. You will come away with the information you need to use SQL Server
in production and how you should plan your architecture around SQL Server's unique capabilities. Epicor ERP ERP - Tools and Technology Lab
This two-part lab is for anyone currently using Microsoft SQL Server in their IT infrastructure or for those
looking at deploying ERP 10.2. We will discuss the operational aspects of SQL Server, including basic
backup/restore and SQL replication. You will come away with the information you need to use SQL Server
in production and how you should plan your architecture around SQL Server's unique capabilities. Epicor ERP ERP - Tools and Technology Lab
A routing rule determines how the report output generates, prints, and distributes. Routing rules help
you streamline reporting for specific business needs. Join this lab to work through several examples
where report output is directed in different ways according to specified criteria. Epicor ERP ERP - Reporting and Analytics Lab
Epicor XL Connect 7 for Prophet 21 is a business reporting and analytics solution that provides secure
access to your Epicor data from Microsoft® Office Excel®. In this session, you will see how the Excel
reporting and analytics solution can quickly generate the answers you need from your information with
our intuitive XL Connect 7 reporting solution. Learn how to leverage your BAQ's and other data sources Prophet 21 Distribution - Analytics and Reporting; Distribution - Financial Management Lab
with XL Connect 7 for Prophet 21.
In this hands-on lab, attendees will learn about Epicor Manifest and how to set up shipping charge
schemes. Epicor ERP ERP - Manufacturing and Supply Chain Lab
Wrap up your first day getting together with the Epicor experts and other Latam customers. We'll discuss
Mobile CRM and answer questions about the main topics presented during the day. Epicor ERP ERP - Spanish Breakout
Join the Epicor experts and other Latam customers at the end of day 2. We'll discuss BI and analytics
tools like EDD, EDA, and XL Connect, and answer questions about the main topics presented during the Epicor ERP ERP - Spanish Breakout
day.
Let's close Insights together with the Epicor experts and other Latam customers for a final discussion and
closing remarks. Epicor ERP ERP - Spanish Breakout
Small budget? No experience? No problem! Attention, learning administrators—you don’t need a huge
budget or technical degree to create engaging and professional courses for your team. All you need are
some simple tools and someone with a passion to create engaging material. In this breakout session, CMS; Distribution - Analytics and Reporting; Distribution - Digital
we’ll provide examples of tools for developing storyboards, audio recordings, screen captures, and Distributor; Distribution - Financial Management; Distribution - Prophet 21
animations. Watch as the professionals from Epicor University develop a short course in real time during CMS; DocStar; Eagle; Eclipse; in the Cloud; Distribution - Sales and Pricing; Distribution - Supply Chain
the session, and share information on eLearning concepts and adult learning methodologies along the Management; Distribution - Tools and Technology; DocStar; ERP -
way. Enterprise; Epicor ERP; Mattec; Connected Enterprise; ERP - Financials; ERP - Manufacturing and Supply Breakout
Prophet 21 Chain; ERP - MES and the Connected Factory; ERP - Reporting and
Analytics; ERP - Sales and Service; ERP - Spanish; ERP - Tools and
Technology; ERP - Upgrade to the Latest ERP; ERP in the Cloud
You know the basics. Explore some of the other parameter options for purchasing and transferring. In
this session, learn how Eclipse can be set up to maximize the benefits for multiple-branch organizations. Eclipse Distribution - Supply Chain Management Breakout
Learn how you can ease the complexity of user management with new User Roles. In this session, you
will learn how to define roles within your organization and the menus, authorization keys and templates,
and order entry views that go with them. Assign one or more roles to a user and Eclipse does the rest of
the merging required for a person to do their job. Modifications can be done to the role, and you don't
have to worry about changing multiple users. Eclipse Distribution - Analytics and Reporting; Distribution - Financial Breakout
Management; Distribution - Tools and Technology
Prophet 21 allows you to manage inventory on consignment to your customers. This session will provide
an overview of the data setup, replenishment process, and usage transaction processing related to Prophet 21 Distribution - Supply Chain Management Breakout
managing consigned inventory.
Making sure users have accurate item information when they need it is key to running an efficient
business. This session will focus on the proper use of temporary items, setting up item defaults, the item Prophet 21 Distribution - Supply Chain Management Breakout
catalog and merge item capability within Prophet 21.
Come to this session to understand the key Manufacturing and Supply Chain differences between Epicor
ERP 9 and the latest release of Epicor ERP, including all the features that have been added along the way
ERP - Manufacturing and Supply Chain; ERP - Upgrade to the Latest ERP Breakout
next upgrade.
The Materials Management Operations Guideline/Logistics Evaluation (MMOG/LE) defines a common,
industry-wide set of best practices that can help to improve delivery performance. MMOG/LE is an
assessment tool used to measure and improve materials planning and logistics efficiency within a
manufacturing facility. Learn about this tool and—more specifically—learn about some of the built-in
controls and features within CMS that can help you comply with this standard. CMS CMS Breakout
Learn how to customize real-time display, groupings, and much more.
Mattec Mattec Breakout
Learn how to install, configure and troubleshoot a Mattec Machine Interface Unit(MIU).
Mattec Mattec Extended Education
How is advanced MES a good fit for me? Focus on understanding how to handle short orders, long cycles,
process data collection in this space, plant metrics, nesting, machine connectivity, etc
Epicor ERP; Mattec Mattec Breakout
Statistical process control with Epicor Mattec MES uses real-time, automatic data to help you respond to
production conditions before making bad parts. SPC with factual data enables consistent results without
constant oversight. It compares cycle time and process data to control limits you set, to provide rich,
instant information to machine operators, quality and reliability engineers, and maintenance
professionals. Any machine that feeds production and process data into your Mattec MES system can
benefit from the Mattec SPC capabilities. It’s capable of receiving any kind of data f rom machines—cycle
time, temperature, pressure, weight, dimensions, or any other kind of measurement. S et and record
process parameter control limits for each attribute, and specify sampling criteria. The system
automatically administers data samples and alerts for out-of-spec conditions. It applies statistical analysis Mattec Mattec Extended Education
to process conditions, so operators get an alert—even before things run out-of-spec—that something is
trending negatively.
Learn what the Mattec team has been up to and get a handle on the latest developments.
Mattec Mattec Breakout
Learn more about the extensibility options and integration within an ecosystem with the Eclipse
Application Programming Interface (API) Eclipse Distribution - Digital Distributor Breakout
Meet the team behind Epicor Commerce Connect (ECC). Come prepared with your questions about
building and executing a successful digital commerce strategy for your manufacturing or distribution
business. Eclipse; Epicor ERP; Prophet 21 Distribution - Digital Distributor; ERP - Sales and Service Roundtable
Come to this session prepared with your questions on the Epicor ERP cloud solutions - and ready to meet
the team behind the scenes of your cloud implementation. Epicor ERP ERP in the Cloud Roundtable
Come to this session prepared with your questions on the cloud-deployed Prophet 21 solutions - and
ready to meet the team behind the scenes of cloud implementations. Prophet 21 Distribution - Prophet 21 in the Cloud Breakout
Mergers and acquisitions—a high-level planning guide for merging ERP systems into Epicor Eclipse. Eclipse Distribution - Digital Distributor; Distribution - Financial Management; Breakout
Distribution - Sales and Pricing
Microsoft SQL Server is a foundation technology driving Epicor ERP 10. This session is a gentle
introduction to SQL Server deployment and management. Epicor ERP ERP - Tools and Technology; ERP - Upgrade to the Latest ERP Breakout
SSRS offers many compelling reasons to consider transitioning reporting from Crystal Reports to SSRS.
Come to this session led by Epicor Professional Services to understand the pros and cons of moving your
reports to SSRS, tips and tricks to consider when converting from Crystal to SSRS, the tools to work with Epicor ERP ERP - Reporting and Analytics; ERP - Upgrade to the Latest ERP Breakout
for SSRS development, and to answer your general questions.
Machine maintenance planning based on calendar can result in unnecessary maintenance being done, or
worse—unexpected machine downtime as a result of late maintenance. Epicor Mattec MES provides
real-time preventative maintenance for effectiveness. Mattec Mattec Breakout
Whether you are just about to go live, or you have been using your system for years, this session will help
you eliminate common errors in entering transactions; offer tips for reconciling; and provide some Prophet 21 Distribution - Financial Management Breakout
guidance to help you at month end.
Join this session to learn more about the benefits of moving to Avalara. Eclipse Distribution - Financial Management Breakout
Details to come. Prophet 21 Distribution - Digital Distributor Breakout
Join this session for a discussion on setting up and using foreign currency in Prophet 21. What to loook
out for, how to avoid common mistakes, and tips to make using a foreign currency effecitve in your Prophet 21 Distribution - Financial Management Breakout
business scenario.
Learn how Mattec can handle OPCA communications.
Mattec Mattec Breakout
This session discusses the importance of understanding and optimizing inventory across multiple
locations. Prophet 21 Distribution - Supply Chain Management Breakout
This session offers a catalog of proven best practices for optimizing your purchasing efforts and
eliminating buyers's bad habits. We will focus on two effective organizing principles for procurement.
First, centralization offers the advantages of bulk buying discounts, lower transport costs, and more
efficient expediting. Second, reduction in the number of purchase orders and exceptions per supplier can
vastly improve relations with these critical business partners. You will learn how to apply both principles
to Prophet 21 in transaction and inquiry windows and through baseline and data queries. Specific tips to Prophet 21 Distribution - Sales and Pricing Breakout
optimize purchasing, such as by using suppliers' unit of measure wil be shared.
When upgrading or implementing Epicor ERP 10, it is important to consider the hardware used to
achieve optimal performance. Come learn how to identify and eliminate many hardware, software,
configuration, and environmental issues that can cause system bottlenecks and negatively affect overall
system performance. Learn the steps Epicor takes to help you benchmark and test your current hardware Epicor ERP ERP - Tools and Technology; ERP - Upgrade to the Latest ERP Breakout
configuration and then make adjustments to improve and possibly eliminate these bottlenecks.
Join this session to learn about the enhancements and capabilities of the Eclipse Product Data
Warehouse (PDW). Eclipse Distribution - Analytics and Reporting Breakout
Come share your ideas and discuss with the team and your peers the future opportunities for the Eclipse
product. Distribution - Analytics and Reporting; Distribution - Digital Distributor;
Distribution - Financial Management; Distribution - Prophet 21 in the
Eclipse Cloud; Distribution - Sales and Pricing; Distribution - Supply Chain Roundtable
Management; Distribution - Tools and Technology
Join us in this session to hear from our product managers about all the new functionality and features
added in the next release of Prophet 21. Distribution - Analytics and Reporting; Distribution - Digital Distributor;
Distribution - Financial Management; Distribution - Prophet 21 in the
Prophet 21 Cloud; Distribution - Sales and Pricing; Distribution - Supply Chain Breakout
Management; Distribution - Tools and Technology
Join this session to hear from the product managers on new functionalities, features, and benefits that is
in stock for the next incremental releases of Prophet 21. Distribution - Analytics and Reporting; Distribution - Digital Distributor;
Distribution - Financial Management; Distribution - Prophet 21 in the
Prophet 21 Cloud; Distribution - Sales and Pricing; Distribution - Supply Chain Breakout
Management; Distribution - Tools and Technology
This session will review how the Prophet 21 pricing options can help you establish a company culture
that promote disciplined sales pricing. Prophet 21 Distribution - Sales and Pricing Breakout
This session will review leveraging Visual Studio tools to prototype and test Epicor ERP 10 UI
customizations. It will cover adding the required assembly references to a Visual Studio solution needed
to build customization prototypes and move code from Visual Studio to the customization layer.
At the conclusion of this lab, you will be able to:
• Identify the required assembly references needed to prototype Epicor Customizations using Visual
Studio
• Initialize an Epicor Session from within a Visual Studio solution
• Initialize a Form Transaction for an Epicor UI Form
• Use the Customization wizard to create a customization template
• Use Visual Studio code snippets to add predefined, reusable code blocks into the program Epicor ERP ERP - Tools and Technology Lab
• Step through code blocks using the Visual Studio debugger
• Move code snippets from Epicor UI customizations into Visual Studio solutions
• Work directly with the business object implementation
Transform your quote to cash business flow for faster customer response times and greater profitability.
Join us for a demonstration of the Quote to Cash process within Epicor ERP. New users can gain a strong
understanding of the entire flow, and long-time users will learn how activities in their areas impact
upstream and downstream functions. Epicor ERP ERP - Manufacturing and Supply Chain Breakout
Keeping pace with the speed of technology can feel like an overwhelming and yet neverending job in an
on-premises deployment. Come to this session to learn 5 things you can do today to stay current and Epicor ERP ERP - Tools and Technology; ERP - Upgrade to the Latest ERP Breakout
competitive more easily.
Rug Cup is a contest among all Epicor Regional User Groups to highlight solutions users have built using
the ICE Toolset and Productivity Development.
Come to this session to participate in the semi-finals, see how users are solving real business issues with
the toolset, and gather great ideas for your next project. Sure to be a purposeful nerd fest. Epicor ERP ERP - Tools and Technology Breakout
Winners will be announced at the EUG Keynote Session.
Rug Cup is a contest among all Epicor Regional User Groups to highlight solutions users have built using
the ICE Toolset and Productivity Development.
Come to this session to participate in the semi-finals, see how users are solving real business issues with
the toolset, and gather great ideas for your next project. Epicor ERP ERP - Tools and Technology Breakout
Winners will be announced at the EUG Keynote Session.
In this session, dive into Report Writer from a practical perspective and learn how to use the tool to get
data that benefits your business. Buckle up for an informative session for excellent content on Report Eclipse Distribution - Analytics and Reporting Extended Education
Writer.
Reduce downtime, reduce scrap, and gain cycle efficiency (OEE).
Mattec Mattec Breakout
Without proper training, month-end closing routines can become the most consumptive task for users. In
this session, we will review how to close a period using the G/L close dates screen as well as a checklist of Eclipse Distribution - Financial Management Breakout
month end procedures for each department.
How does serialized inventory work in CMS? How is it set up? What are the benefits?
CMS CMS Breakout
Is freight an ongoing issue for your company? Do you struggle to recover freight from customers? Would
you like to automate some of your freight functions? Check out some of the valuable freight functionality
available in Eclipse like enhanced freight on direct ship orders, the freight estimation toll, custom freight
on ship visa, the freight audit queue, and more. Eclipse Distribution - Supply Chain Management Breakout
The process of upgrading just got easier for Epicor ERP 9, Vantage, and Vista users. The Epicor team has
developed new tooling and services to streamline and greatly reduce the effort and cost of upgrading to Epicor ERP ERP - Tools and Technology; ERP - Upgrade to the Latest ERP Breakout
the latest release of Epicor ERP.
Bring lots of business cards to this session. We will be splitting up into groups and rotating around the
room with a goal of meeting and making new contacts amongst your peers. Mattec Mattec Breakout
Review tips and tricks for administering your Prophet 21 system. Learn about tools that help you
understand the state of your system and maintain system performance. Prophet 21 Distribution - Tools and Technology Breakout
Continue the discussion about tools that help you understand the state of your system and maintain
system performance. Prophet 21 Distribution - Tools and Technology Breakout
Are your inventory-related system settings set up correctly? What are all the options? Join us for this
roundtable discussion to review and discuss inventory-related settings—the options and how they impact
your business. Come prepared to share your knowledge with other Prophet 21 customers. Prophet 21 Distribution - Supply Chain Management; Distribution - Tools and Roundtable
Technology
Enterprise ERP - Upgrade to the Latest ERP Breakout
One size does not fit all—especially when it comes to support and maintenance needs for your Epicor
ERP solution. Whether you are looking for extended coverage or elevated service levels, come learn more ERP - Connected Enterprise; ERP - Financials; ERP - Manufacturing and
about the advanced services Epicor has introduced this year based on your feedback, and discover how Supply Chain; ERP - MES and the Connected Factory; ERP - Reporting and Breakout
these new services can help you get more from your investment. Epicor ERP
Analytics; ERP - Sales and Service; ERP - Tools and Technology; ERP -
Upgrade to the Latest ERP; ERP in the Cloud; Services and Support
Whether your go-live happened last week, last month, last year, or several years ago, there are a number
of things you can do to get the most out of your Prophet 21 solution. Join us in this session for the Distribution - Analytics and Reporting; Distribution - Digital Distributor;
chance to learn valuable tips and best practices on how to keep your operational processes moving Distribution - Financial Management; Distribution - Prophet 21 in the
forward successf ully any time after you have crossed the hurdle of go-live. Prophet 21 Breakout
Cloud; Distribution - Sales and Pricing; Distribution - Supply Chain
Management; Distribution - Tools and Technology
In this session, learn how to create some simple reports in Mattec and see what the report writing tools
are capable of. Mattec Mattec Breakout
Are you making the most out of your ERP? Stay ahead of your competitors by leveraging the latest
technology and tools, and learn why it's important to update to the latest Epicor ERP release. Epicor ERP ERP - Spanish Breakout
From the shop floor to the top floor—learn about the connected factory and the connected enterprise.
Use the latest CMS technology and innovation to take your business to the next level.
CMS CMS Breakout
Get the top floor and the shop floor connected. Gather information from your machines and visualize it
Mattec Mattec Breakout
Technology disrupters such as Uber, Amazon and Netflix have set new standards and irrevocably changed
the meaning of customer service. Customers are conditioned to expect exceptional customer experience
—every time. Join this session to learn about the implications of omnichannel commerce, the trends that
cause companies to rethink how they interact with customers, and the innovative solutions that
companies are using to better meet customer expectations. Eclipse; Epicor ERP; Prophet 21 Distribution - Digital Distributor; ERP - Sales and Service Extended Education
This session will give you an update on Epicor Kinetic Design since its announcement at last year's
Insights—including what's coming and how you can take advantage of it. J oin us to learn more about Epicor ERP ERP - Tools and Technology Breakout
Kinetic and the positive business impact you can expect going forward.
There are so many commission plan options that customers can choose from. Join this session to learn
more about commission plans as well as how to run the Commission Report. Eclipse Distribution - Analytics and Reporting; Distribution - Financial Management Breakout
A Solar Theme is how each user wants the screens to display in Solar Eclipse. This session reviews the
Classic Solar Eclipse and Partial Solar Eclipse as well as Total Solar Eclipse themes. We'll also cover how to
assign the Solar Theme to users, and different options for each Solar Theme. Eclipse Distribution - Tools and Technology Breakout
The sell matrix is used to create your selling price for your customers for your products. In this session,
learn the concept of the sell matrix as well the different hierarchy methods to determine which sell Eclipse Distribution - Sales and Pricing Breakout
matrix is used on an order.
As a part of your new implementation or upgrade to Epicor ERP, it is important to understand upfront
how system load can affect performance. Learn from our expert technical consultants how to mimic your
system load and test the system to get an understanding of system performance well before your system Epicor ERP ERP - Upgrade to the Latest ERP; ERP - Tools and Technology Breakout
is live.
Epicor manifest offers a modern shipping experience which empoers you to streamline your shipping
process, reduce errors, and automatically print labels. Epicor Manifest, with its tight integration to
Prophet 21, is the shipping solution for you. Join us for a comprehensive demonstration on how we can Prophet 21 Distribution - Supply Chain Management Breakout
simplify your shipping process.
Hear from the Epicor University team about the training and documentation available to help your
employees with deeper learning and fast answers when needed—all at their fingertips. Distribution - Analytics and Reporting; Distribution - Digital Distributor;
Eclipse Distribution - Financial Management; Distribution - Prophet 21 in the Breakout
Cloud; Distribution - Sales and Pricing; Distribution - Supply Chain
Management; Distribution - Tools and Technology
Join Epicor University in this session on how to outline the training and documentation available to help
your employees with deeper learning and fast answers when needed. This session will also highlight the Distribution - Analytics and Reporting; Distribution - Digital Distributor;
new exciting features in Epicor Learning Center such as Knowledge on Demand and Training on Demand Distribution - Financial Management; Distribution - Prophet 21 in the
portals. Prophet 21 Breakout
Cloud; Distribution - Sales and Pricing; Distribution - Supply Chain
Management; Distribution - Tools and Technology
Details to come. Prophet 21 Distribution - Digital Distributor Breakout
Discover how the rhythm of staying on cadence with the latest upgrades of Epicor ERP in the cloud can
increase your ROI. Join this session to learn tips and tricks of taking full advantage of the latest software
releases as they happen, so you get the most value from your investment.
Epicor ERP ERP in the Cloud Breakout
Discover how the rhythm of staying on cadence with the latest upgrades of Prophet 21 in the cloud can
increase your ROI. Join this session to learn tips and tricks of taking full advantage of the latest software
releases as they happen, so you get the most value from your investment.
Prophet 21 Distribution - Prophet 21 in the Cloud Breakout
Bringing forward your configurations is key to a successful upgrade. Come to this session to learn how to
ERP - Sales and Service; ERP - Upgrade to the Latest ERP Breakout
way.
Refining your upgrade strategy with best practices can reduce the risk of downtime and help you get your
weekend back on cutover. Come to this session led by the Cloud Upgrade Services team to hear about
the best practices deployed in helping companies upgrade, including the top 5 things to know for your
next upgrade. You'll also learn about upgrade services that can help. Epicor ERP ERP - Upgrade to the Latest ERP Breakout
Exchanging EDI with your Suppliers puts you in the driver's seat. Through global supplier maps and
customized EDI specifications built to your business process standards, you can streamline your Supplier
EDI business. What are the core EDI documents exchanged with Suppliers? What is a global supplier
map? How do you know if your Suppliers are a good fit for exchanging via EDI? Join us in this session to
answer these questions and gain a competitive advantage thru streamlining your EDI Supplier business. Prophet 21 Distribution - Analytics and Reporting; Distribution - Digital Distributor; Breakout
Distribution - Financial Management
Maximize your self-service support investment by taking full advantage of EpicCare. Optimize all of the
support best practices and resources. Elevate your experience through proactive support. Attendees will
learn how to leverage the included training resources from Support and Epicor University. Discover our
new and improved Knowledge Base and Wayfinder tools. Engage Support with best practices for case
creation and management. Reduce time to resolution and avoid critical issues. CMS; DocStar; Eagle; Eclipse; Services and Support Breakout
Enterprise; Epicor ERP; Prophet 21
Conducting business internationally comes with its own challenges. This session will explore the features
in Prophet 21 that allow for proper handling of these challenges. Learn how to set up landed cost
functionality and its drivers and explore the functionality surrounding container tracking and managing Prophet 21 Distribution - Supply Chain Management Breakout
vessels.
This class will focus on Carton Packing and Carton Loading. Learn how this companion product can
improve your shipping accuracy and help to train your employees. Eclipse Distribution - Supply Chain Management Breakout
Come meet the Epicor Latin America team and get all the important information to make the most out of
your Insights experience. Epicor ERP ERP - Spanish Breakout
Efficient branch operations are critical to success. Each branch manager and employee has tools at their
fingertips to keep a pulse on the day to day operations. Learn some of the keys to successfully managing
your branch. What queues should be monitored on a daily and weekly basis to keep everything running
at optimal performance. Eclipse Distribution - Financial Management Breakout

What's New in 10.2.300 and a Sneak Peek into 10.2.400
What's New in Epicor ERP Financials?
What's New With Epicor Data Discovery (EDD) Basic and Advanced
What's New With Mattec
What's on the Horizon for Prophet 21 Manufacturing
Why Go Cloud ERP: Analyzing the Future Value to Your Business
Why Go Cloud Prophet 21: Analyzing the Future Value to Your Distribution
Business
Workshop: Epicor ERP Product Configurator Special Interest Group
Workshop: Material Requirements Planning (MRP) Special Interest Group (SIG)
Workshop: Medical Device Manufacturing Special Interest Group (SIG)
Workshop: Scheduling to Maintain an Accurate Shop Floor Schedule
WorldPay—Troubleshooting Session
Join us to learn all about our newest release. Epicor ERP version 10.2 delivers significant enhancements
designed to enable you to grow, innovate, and compete in today ’s ever-changing global landscape. This ERP - Connected Enterprise; ERP - Financials; ERP - Manufacturing and
session will also include a sneak peek of the top features coming in 10.2.400—the next release of Epicor Epicor ERP Supply Chain; ERP - MES and the Connected Factory; ERP - Reporting and Breakout
ERP. Analytics; ERP - Sales and Service; ERP - Tools and Technology; ERP -
Upgrade to the Latest ERP; ERP in the Cloud
This session will cover the latest financial enhancements in the Epicor ERP 10.2.300 and 10.2.400
releases. See how Epicor improves Financial Management in Epicor ERP to live up to the latest business
requirements set by our customers. Epicor ERP ERP - Financials Breakout
Since EDD was introduced in Epicor ERP 10.2.100, there have been many enhancements and new
features added, including EDD BI Dashboard and EDD Advanced, which allows customers to connect EDD Epicor ERP ERP - Reporting and Analytics Breakout
to outside data sources. Come to this session to learn more.
Learn about the last few releases and explore the cool new features that you can take advantage of.
Mattec Mattec Breakout
Learn more about the features, functionality, and benefits of Prophet 21 in the Manufacturing business.
Distribution - Analytics and Reporting; Distribution - Digital Distributor;
Prophet 21 Distribution - Financial Management; Distribution - Prophet 21 in the Breakout
Cloud; Distribution - Sales and Pricing; Distribution - Supply Chain
Management; Distribution - Tools and Technology
Considering cloud-deployed Epicor ERP but want to see the business case? Explore the elements that
require evaluation like productivity gains, lower cost and risk, and faster innovation. Discover the
implications for ROI that can power future growth. Come to this session to learn from Epicor Cloud
experts and thought leaders to understand the benefits of cloud-based ERP deployments. Epicor ERP ERP in the Cloud Breakout
Considering cloud-deployed Prophet 21 but want to see the business case? Explore the elements that
require evaluation like productivity gains, lower cost and risk, and faster innovation. Discover the
implications for ROI that can power future growth. Come to this session to learn from Epicor Cloud
experts and thought leaders to understand the benefits of cloud-based ERP deployments. Prophet 21 Distribution - Prophet 21 in the Cloud Breakout
Join this interactive workshop and special interest group (SIG) discussion on the use and practice of
Epicor ERP Configurator. This is a fantastic forum to meet with your peers, discuss and hear about best
practices, and debate future enhancements for product development. Epicor ERP ERP - Financials; ERP - Manufacturing and Supply Chain; ERP - MES and the Workshop
Connected Factory; ERP - Tools and Technology
Join this interactive special interest group to discuss the use of Epicor ERP Material Requirements
Planning within your organization among other users and with the Epicor Product Management team.
Epicor ERP ERP - Manufacturing and Supply Chain Workshop
Join this interactive workshop and special interest group (SIG) in discussing use and practice of Epicor ERP
for medical device manufacturers. This is a fantastic forum to meet with your peers, discuss and hear
about best practices, and debate future enhancements for product development. ERP - Financials; ERP - Manufacturing and Supply Chain; ERP - Reporting
Epicor ERP and Analytics; ERP - Tools and Technology; ERP in the Cloud Workshop
Join this interactive workshop on scheduling to find out how to make ERP scheduling work in a job shop
environment. Learn more about how to use scheduling boards, shop warnings, dashboards and the MES
work queue to maintain an effective schedule. Epicor ERP ERP - Manufacturing and Supply Chain Workshop
Details to come.
Eclipse Distribution - Analytics and Reporting; Distribution - Financial Management Breakout