How to know if we're using an Epicor module we're paying for?

We’d like to do an audit of all the Epicor modules we are paying for to ensure we’re actually using them all. How would one know if we’re paying for an Epicor module but not using it(e.g. Service Connect, Quality Assurance, Project Management, etc)?

In the past if I recall you request a document from your CAM a PDF with all modules and checkboxes + license counts for your account.

Besides Admin Console.

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Under Company Configuration you can see the license information for the modules you have. This doesn’t say a lot about who uses what inside the modules. I would be interested to see how modules are utilized as well! Make sure you review the live environment, not the pilot environment. Otherwise your list of active users will not be accurate.

Set up very restricted security to the menu items, and see who puts in a trouble ticket that they can’t access X, Y, and Z anymore! :laughing:

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Note that SOMETIMES it is very difficult to tell if you are using a “module”… for example, “Advanced Production”, “Advanced Scheduling” or other advanced modules may not actually provide any new screens (or the screens may not be used regularly) but you actually do use the module. An example may be the fact that Advanced Scheduling supports additional things like Resource “Capabilities”… it also allows you to assign more than two resources to a single operation, and it supports finite scheduling and Material contraints. All of the setups for these are on “regular” screens.
This may sound self serving (to Epicor), but I can tell you from experience that “turning off” a module can be very difficult due to all the setup already done. It can be a nightmare to unwind all the settings that were allowed while you had the module turned on, but now is off. I once tried to remove the CRM module… I think it still stings a little.

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I recall Epicor had an extended solution for menu usage tracker. That may do what you want, but essentially I think you would want to add logging for the menus and then go from there. This sort of thing is useful for finding out who’s running what reports and dashboards also.

It may be worth discussing your plans with your CAM to understand if there are any cost implications (other than reduced cost :slight_smile: )

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You can also find that information under your Organisation in Epicweb.

Our CAM put us in touch with someone on the update team who informed us the analyzer tool one uses to prepare for an upgrade can be used as it identifies all Epicor modules that are licensed and in most cases also tells Epicor(end user’s don’t see this) if there is any data in the given module. We found several modules we are paying for that we aren’t using(there is no data)! The only complication left is the tool uses different terminology than what the billing report uses so we need a translation of the tools language to the language used for billing purposes so we know what to cancel…

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