Melissa, this is a first step of what you need to get functional in Epicor and at least run some simulations for quote to cash
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FINANCIALS
COA
Book/Retained Earnings account
GL Segments
GL Account
Transaction Types (posting rules)
Fiscal Calendar/Periods
Earliest Apply Date
Bank
Misc Charges (must link a GL Control to a misc charge for it to post)
Payment Methods (AP and AR applied to the bank account(s))
AP and AR Terms
Customers
Sales Territories
Sales Rep (workforce)
Suppliers
COMPANY CONFIG
Prefered Bank
Fiscal Calendar
GL Control Codes on your company config for default GL Postings.
GL Tab make sure AR AP and Inventory are checked (also payroll if you use it)
CRM
If you use the CRM module you will need to run CRM Conversion program from admin tools
Default Task Set
Default Task Type
Default Campaign/Default Event
PRODUCTION
Operations
Resource Groups/Resources
Parts
Revisions if you want them
Cost Method
Stock or non-stock setup
Quantity bearing
Methods of Manufacturing
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I have an excel spreadsheet that contains just about every setup file in Epicor with a screen print in each worksheet with callouts. Its about 12mgb file so need to figure out how to get it to you if you need it. I supposed I could download onto the Yahoo site
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________________________________
From: melissa hietala <kevmel822@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Tuesday, June 12, 2012 4:15 PM
Subject: [Vantage] Epicor Module Implementation Heirarchy
Â
I know have asked Epicor in the past this question and gotten no real answer or 'we can't tell you how to run your business' line but to this group, do you know of or have created a document that shows the heirarchy and dependancies of the Epicor modules? For example, if we were brand new to Epicor and we bought the 'full' suite, what modules and setups would we need to make sure are done before we tried to implement another module that may have some dependancies on the first?
Â
I would assume the Part Maintenance would need to be scrutinized and gone through thoroughly as it touches so many places in the system. Quotes, jobs, inventory, Purchasing, etc.
Â
As we are looking at adding more modules to our business we would like some roadmap that guides us on the correct order of steps or module setups that need to be done.
Â
Thanks everyone....
Melissa Hietala
UMC, Inc.
melissah@...
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
Â
FINANCIALS
COA
Book/Retained Earnings account
GL Segments
GL Account
Transaction Types (posting rules)
Fiscal Calendar/Periods
Earliest Apply Date
Bank
Misc Charges (must link a GL Control to a misc charge for it to post)
Payment Methods (AP and AR applied to the bank account(s))
AP and AR Terms
Customers
Sales Territories
Sales Rep (workforce)
Suppliers
COMPANY CONFIG
Prefered Bank
Fiscal Calendar
GL Control Codes on your company config for default GL Postings.
GL Tab make sure AR AP and Inventory are checked (also payroll if you use it)
CRM
If you use the CRM module you will need to run CRM Conversion program from admin tools
Default Task Set
Default Task Type
Default Campaign/Default Event
PRODUCTION
Operations
Resource Groups/Resources
Parts
Revisions if you want them
Cost Method
Stock or non-stock setup
Quantity bearing
Methods of Manufacturing
Â
I have an excel spreadsheet that contains just about every setup file in Epicor with a screen print in each worksheet with callouts. Its about 12mgb file so need to figure out how to get it to you if you need it. I supposed I could download onto the Yahoo site
Â
________________________________
From: melissa hietala <kevmel822@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Tuesday, June 12, 2012 4:15 PM
Subject: [Vantage] Epicor Module Implementation Heirarchy
Â
I know have asked Epicor in the past this question and gotten no real answer or 'we can't tell you how to run your business' line but to this group, do you know of or have created a document that shows the heirarchy and dependancies of the Epicor modules? For example, if we were brand new to Epicor and we bought the 'full' suite, what modules and setups would we need to make sure are done before we tried to implement another module that may have some dependancies on the first?
Â
I would assume the Part Maintenance would need to be scrutinized and gone through thoroughly as it touches so many places in the system. Quotes, jobs, inventory, Purchasing, etc.
Â
As we are looking at adding more modules to our business we would like some roadmap that guides us on the correct order of steps or module setups that need to be done.
Â
Thanks everyone....
Melissa Hietala
UMC, Inc.
melissah@...
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]