Hello we recently got set up with Epicor, but we are having some bumps in the road.
How do I set up a bank module?
How do I copy chart of accounts to new company?
If there is any reading material please send it over or just the process in high-level
You can export and import the accounts, you will first need to setup the account segment values, books, control types. If you are unfamiliar with the process of adding a new company I strongly recommend reaching out to professional services or partner for help. Fixing this later is unforgiving. The setup will not take a lot of time with a good consultant and will save you a lot of headaches later.
When we switched from multi-company to single-company, we considered starting from a pristine installation. I investigated what could be done with REST and DMT. It looks like everything you’d need is accessible, but I haven’t done it so I can’t say for sure.
We used a consultanting company, who set us up the first time but they are not very helpful after implementation, rather more billable hours than providing us with tools to be successful on our own.
I thought the community would be a better starting point to self educate and work closely with the system.
To copy over chart of accounts from one company to another should be matter of a few steps.
Setting up banking module should be straight forward as well but need to some guidance to where to start.
I have used DMT but not REST, not sure what that is.
Do you recall what the navigation is for setting up bank module and how you have set it up in your company?
Thanks
REST is how the client talks to the back end. It’s a universal technology, and there are lots of threads on these forums about the specifics of Epicor’s REST interfaces. In theory, anything you can do in the UI can be done via REST. The challenge is discovering how to use some of the endpoints.
I know very little about how Epicor’s COA is set up. I was given a list of things that were already set up. I went through the REST documentation to see if they could be dumped into a spreadsheet via the REST API, and it looked like they all could. Then I checked whether DMT had a program to put them back in, and it looked like it did. That’s as far as I got.
Thanks I will learn more about REST. Sounds like a useful tool.
@Wasey_Shah there is an education manual called Implementation Camp which will walk you through the steps to setup a new company in Epicor, take a look in the education manuals for that.
As for configuring the financial modules, there are a few dependencies there, I configure the screens in this sequence. there are few company config steps in here with default control codes.
Chart Of Accounts
COA Category
Fiscal Calendar
GL Book
Account Segment Values
GL Account
Journal Code
**GL Control Type Import
Assign GL Account to GL Controls
Not sure what you are looking to setup in the bank module or if you need some guidance on the other setups. Let me know.
Hi Brian, thanks for the information. Let me tinker around a bit with the banking module and I’ll keep you guys posted how it went. Thanks again