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PROFESSIONAL EPICOR® TRAINING

PracticalTek Is An Epicor® Independent Professional Services Provider

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PracticalTek offers both beginner and advanced Epicor® personal training for all modules. We recognize the importance of personalizing our ERP training courses for you and your employees. Our trainers will use your real-world business data to provide concrete examples and to let the trainees understand exactly how the software will operate within your company. We modify Epicor® training classes based on individual employees’ needs, so each role receives proper guidance. Our methods allow your employees to completely focus on the course.

You may choose between on-site or remote training. However, we strongly recommend on-site, face-to-face training to maximize the course materials absorption rate. Historically we’ve discovered that on-site training provides the optimal return on investment (ROI). Each Epicor® training course consists of in-person instruction and an online program with exercises, definitions and other helpful information to increase understanding. All trainees will receive the course by email one day prior to the presentation, giving them time to review the materials.

Courses We Teach and Average Duration in Hours

Accounts Payable

8 Hours

Tax Connect,Payment Entry,Bank Statement Processing, Payment Methods, Bank Fees, Allocations, Terms, Suppliers, Misc Charge, Invoice Entry, Advance Payments, Debit Memo’s, Bank Statement Processing, Use Tax

Accounts Receivable

8 Hours

Project Billing, Milestone Billing, ACH, Bank, Customers, Finance/Late Charges, Payment Methods, Product Group, Terms, Reminders, Invoice Entry, Credit Memo’s, Cash Receipt, Cash Reverse, Write-off’s, Credit Management, Taxes, Use Tax

Business Process Review / System Audit

16 - 32 Hours

A BPR (Business Process Review) is an overall assessment of your business processes broken out by functional area while speaking directly to the users who carry out those processes. This event typically takes place in the very early stages of an Epicor® project but doesn’t necessarily need to occur in any specific timeframe. If you feel your business isn’t performing to its full potential, you are a candidate for a BPR driven by a PracticalTek professional consultant.

During a BPR, the PracticalTek consultant sets aside sufficient time to meet with each Subject Matter Expert (SME) to get an idea of the duties they perform, which reports they run, and any aspect of their job that is a candidate for improvement. These sessions are vital to fill in gaps between what their position requires versus what the software currently offers.

PracticalTek would then deliver specific takeaways depending on the nature of each need. For example, if a user complains about a lack of knowledge on how to carry out a new feature in the system, it could result in scheduled training between the user(s) and a PracticalTek consultant. The same approach applies to reporting or dashboard needs. An approval by your company’s management team to pursue a development request would then drive the need for information gathering in order to build a technical spec which outlines the goals for the request.

Our takeaways could range from additional training, consultations, development or system administration needs that come as a result of the BPR sessions. PracticalTek can resolve the reported inefficiencies your users report, and help make your overall process more efficient and tailored to your specific needs.

Cash Management

2 Hours

Bank/Branch codes, Payment Methods, Fees, Petty cash, Bank Adjustments, Funds transfer, Cash Receipts, Payment Entry, Reverse Cash, Debit Note Processing

Company Configuration Audit

7 Hours

Company Configuration is the backbone of your Epicor® experience. Many important defaults are set here which can affect your overall system experience. Incorrect settings may cause downstream issues and cumbersome work-arounds. It’s vital to have PracticalTek Epicor® Professionals audit your Company Configuration setup to verify current settings based on best-practices and years of experience. Our consultants will conclude the audit with a write-up full of observations, opportunities and recommended changes to tailor your experience in the best way for your company’s needs.

Currency Management

3 Hours

Currency Master, Rate Type, Exchange, External Company Maintenance, Global Table, Link Part

Deferred Revenue Accounting

4 Hours

Engineering Management

12 Hours

Parts, Daily Engineering Process, Cost Rollup, Cost Methods, Product Lifecycle Management, CADLink

Epicor Tips and Techniques

4 Hours

PracticalTek offers a Tips & Techniques course that provides a thorough understanding of Epicor itself, navigation tools, efficiency opportunities, as well as other features that can be implemented to empower each user to maximize their throughput. Understanding what’s in front of you, what’s possible and how to carry out those steps are just a glimpse of the benefits of the training course. We highly recommend this course to companies who have recently purchased Epicor but still feel that the exercises and walkthroughs are still beneficial to existing Epicor users to ensure they are aware and utilizing everything at their disposal. Please reach out to a PracticalTek consultant for more information or to arrange a date/time to receive the course.

Financial Overview / Terminology

2 Hours

General Ledger

12 Hours

GL Budget Creation, COS, WIP Reconciliation, Advanced Allocations, Job Cost Adjustment, Job Variance, Cost Roll – Up Procedure, Job Production Completing & Financial Closing, GL Control codes, Month & Year End, Fiscal Calendar, Earliest Apply Date, COA, Recurring Journal, Journal Entries, Categories, Budgets, Basic Financial Report Designer (Income Statement and Balance Sheet tool), Posting Engine, Bank Reconciliation, Capture COS/WIP, Periodic Posting

Inventory Management

9 Hours

Serialization, Customer/Supplier Managed Inventory, Advanced Material Management, Backflushing, Kanban, Cosignment/Customer Management Inventory (CMI), Handhelds, Cycle Counting, Sites, Warehouses, Bins, UOM, Class, Parts, Serialization, Lot control, RFQ, Issuing, ABC, Reason Codes, Physical Inventory, Replenishment, Backflush, Forecasting, MRP, Multi-Level Pegging

Job Management

12 Hours

MES, Handheld, Split, Time & Expense, Jobs, Rework, Receiving, Drop Shipments, Preventative Maintenance, Field Service, Lean, Costing Methods, Auto Job complete/close, Departments, Shifts, Employees, Capability, Scheduling, Operations, Resource Group, Resources, Travelers, Job Entry, Bill of Lading, Shipments, Subcontract, RMA, Dispositions, Transfer Orders, Equipment, Production Planner Workbench, Job Receipts, Co-Parts, Global Alerts, Shop Warnings, Cost Adjustments, Job Adjustment, Ship Connect

Multi-Company Multi-Site (Multi-Books)

8 Hours

If your company must be setup with a sequence of distinct companies, sites, or both, this course will explain how to separate different types of business activities, classify financial activity and setup the system to recognize different divisions in your organizational structure. From Parent/Child Main Book and Consolidation Book setups, Consolidated Purchasing and AP transactions, to allowing/restricting access to different areas of the system.

Multi-Currency

1 Hours

International transactions, Currency Conversations and the rules associated can all be handled within Epicor®. If these needs exist for your company, this course covers all topics ranging from specifying Currencies, Conversion Rules, Revaluing Currency, Exchange Rates and much more. Our experts can show you the process of setting up and maintaining these aspects as well as how to view up-to-date financial and legal reports regarding all things Multi-Currency.

Payroll Management

10 Hours

Payroll Manager, Class, Indirect and Direct labor codes and accounts, Pay Types, Tax, Deductions, Filing Status, Exemptions, Credit, Holidays, Shifts, Workers Compensation, Employees, Check Entry, Time & Expense, Generate Checks, Overtime, Print Checks, Void, W2

Project Management (Project Cost, Project Management)

4 Hours

PracticalTek’s team of experienced consultants can teach you how to utilize Epicor’s® Project Management Module to accomplish certain goals through a group of related tasks and effective utilization of resources, such as people, time and money. Project Management allows users to outline and plan the manufacturing of large projects that must be controlled at multiple levels. This functionality allows users to make, monitor, and perform difficult manufacturing projects successfully. Our course overviews the Project Management flow in the system. The topics include phase and task entry within Project Entry, Microsoft® Project® incorporation with other system programs, project analysis to analyze costs and performance and, in the end, project progress monitoring with the Project Tracker. PracticalTek will show you how to use the available tools such as: Milestone Billing, Project Billing, Parent/Child WBS Phases, as well as how to link orders, quotes and tasks to a project in order to track costs, progress and more.

Purchasing Management

8 Hours

Supplier Price List, Requisition Entry, Purchase Order Suggestions, Buyer Workbench, Purchase Requisitions, Supplier RMA, Consolidated Purchase, Landed Cost, Supplier Managed Inventory, Buyers, PO Approval, Supplier Part Cross Reference, Country

Quality Management

6 Hours

Inspectors, Reason Codes, Inspection Processing, DMR, Non Conformance, RMA Processing, Corrective Actions, Inspection Plans

Receiving

2 Hours

Receipt Entry, Landed Cost

Sales Order Management

10 Hours

Quote Management, Customer Setup, Sales Kits, Customer Pricing, Return Material Authorization + Disposition (Customer Returns), Processes,RMA and Dispositions, Customer Relationship Management, Forecasting, Drop Shipments,Sales Commissions,Customer Connect, Credit Card Processing, Commerce Connect, Forecast Pro, Demand Management/ EDI, Use Tax

Scheduling Management

8 Hours

Job Scheduling, Capability Scheduling, Planners Role, Resource Scheduling Board, Overload Informer, Production Calendar, Calculate Global Scheduling Order, Global Scheduling, Priority Code, Generate Shop Capacity, Capabilities, Operations, Resource groups, Resources, Material Constraints

Shipping

2 Hours

Packaging, Ship Via, Containers, Subcontractor, Misc. Shipments, Master Pack, Bill of Lading

System Administration

6 Hours

In this Epicor system administration course, you will learn important skills and concepts needed to keep your Epicor environment maintained. You will learn major subjects like, Security Maintenance, User Setup, Task Agent, Printer setup, database admin, database backups, application server maintenance, Epicor Administration console and identify causes of slow program performance. This course is designed to teach how to add users to Epicor and set security access for that User. It will also cover additional settings that can authorize a user to have certain privileges inside of Epicor and also set other settings for the users. This course will also demonstrate how to create security groups, and assign menus inside of Epicor to those groups to restrict access for certain users. This course will demonstrate how to setup a System agent and configure a schedule for SSRS or Crystal Reports to run. This course will give a brief overview of the Epicor Task Agent inside of the Epicor Admin Console. Course will give an overview of Backup best practices and help to explain the recovery models for SQL. By the end of this course, you will be able to administer the basic needs of your Epicor environment as they relate to the system administration topic.

Technical Development (C#, BAQ, Database, Dashboards, SSRS, BPM's)

40 - 80 Hours

PracticalTek’s Technical Development Training is designed to give you a general overview of the available tools needed to create custom reports, dashboards and BPM’s as well as provide background on other important topics such as Database Concepts, SQL and C#. These topics will provide you with a foundational understanding of these important tools and how they apply to you Epicor® environment.

Crystal Reports – Crystal Reports is a business intelligence application used to design and generate reports from a wide range of data sources. It is the primary reporting tool for Epicor versions 8 and 9.
SQL Scripting/Views/Triggers – A stored query which can be used to create, edit, run and/or delete files within a database.
C# – Object-oriented language, the primary coding language of Epicor®.
BAQ – Business Activity Queries extract data for business analysis. They can used in reports, dashboards, or updatable BAQs.
Database Concepts – Database structures and how they apply to building technical solutions in Epicor®. It uses tools like the Data Dictionary screen and the Dataset Relationships screen.
Dashboards – Dashboards are flexible, grid-view representations of your data. Use dashboards to view, organize and analyze your data in real-time.
SSRS – SQL Server Reporting Services is a report generating software providing you maximum flexibility when designing report structures. Use the included tools to build reports customized to display the information you need to see and in the format you need to see it. It is the primary reporting tool for Epicor versions 10+.
BPM’s – BPMs are intelligent processes that take action when certain events are triggered in Epicor®. They can create and enforce rules, send emails, set defaults, create/delete records, and much more.
Crystal Reports – 8-hours
SQL Scripting/Views/Triggers – 8-hours
C# Basics – 8-hours
BAQ Basic and Intermediate– 2 – 4-hours
Database Concepts – 2-hours
Dashboards Basic and Intermediate – 8-hours
SSRS Basic and Intermediate – 8-hours
BPM’s Basic and Intermediate – 2 – 4-hours