Epicor ERP is a substantial enterprise software solution that requires involved setup, training, and ongoing upkeep. We are continually working with our partners’ systems and staff to ensure they are working on capable systems with knowledgeable individuals. Here are some of our most often utilized Epicor module and enterprise system services:
Epicor sells the Maintenance Management module to manage the maintenance department and its requests. The module also provides the framework for setting up preventative maintenance schedules, as well as planning and creating maintenance jobs.
With a factory idled, it’s a great time to schedule maintenance and set up this module for maintaining machinery, define maintenance plans by machine so that after a certain number of hours it can be flagged for maintenance, and be able to design and test so that when the plant is at full operational capacity, maintenance basically runs itself.
Many companies own this module, but it’s typically brought online after an initial implementation project as a Phase 2 component. The Fixed Assets module lets you track your fixed assets and set depreciation schedules, that integrate automatically to the general ledger, reducing the need for manual depreciation calculations at the end of your financial year. It’s also integrated with the Maintenance Management module to align with the same equipment – setting up for one module will ease the implementation of the other.
Using downtime to set up and automate the handling of depreciation now, will mean one less task to be performed at the end of every financial year.
Many of our customers have questions about how Epicor handles job costing. This can be a complex area. Every company will have a costing model that works best for them – standard costing, average costing, FIFO, Last Cost are all different costing methods supported by Epicor ERP, and choosing the correct costing model has big implications as to how costing is reported to the general ledger.
Having accurate costing will also highlight or red-flag materials (both raw materials and finished goods) that need to be focused on to improve and maintain profitability. This targeted consulting event would be specific to your organization and would be comprised of a training component, recommendations from us based on conversations with your business, and support in setting this up in your environment.
The Epicor Project Management module lets you tie all the activity for a project, and get an overview of all the costs involved. This is especially good for long term projects, allowing you to track sales expenses, orders, engineering design time, purchasing and manufacturing costs, and provide a full overview of the entire project from beginning to end.
Being able to tie all this information together automatically is a huge timesaver, you no longer have to write custom reports, or manually pull information together. For many customers, especially those selling to government agencies, for example being able to set milestone billing, or providing a percentage of completion billing that would other be a very manual and cumbersome process.
Epicor’s Project Management module also provides for revenue recognition, both at the phase, and project level. It also fully integrates with the general ledger within Epicor ERP.
This is a Customer support tool, that many people have licensed, and are not leveraging. Case Management allows an organization to use a case as a ‘binder’ to track customer issues, and tie together the relevant quotes, sales orders, jobs, materials, RMA processing and solutions together for a holistic view of the customer’s resolution – it’s particularly useful in the quality area.
Use of Case Management allows your organization to build up a knowledge base, to be referred to should another customer have a similar issue in the future. With this module you can track KPI’s, like time to resolution, and SLA commitments. Epicor’s Task Management system can also be leveraged here.
Many people have access to Epicor’s Task Management system. Task Sets are embedded into Epicor’s Quotation, Engineering, Case Management modules. Having a structured set of tasks within a case, quote or engineering workflow, aids in ensuring that your team adheres to your companies best-practice standard procedures, and ensures compliance.
Epicor’s Enhanced Quality module builds on the foundations of the standard quality module, allowing you to design and configure inspection plans that tie to your organization’s quality needs using out of the box software. This is often used to ensure correct equipment calibration, in conjunction with the Maintenance module.