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FAQ

Epicor ERP | Epicor Prophet 21


Epicor ERP

Did you know with the version 10 of Epicor, it is possible to define a predictive search, which displays the possible choices as the user types an entry in a field?
Epicor Predictive Search

For example, Epicor can show the names of customers starting with, as the user types in the customer ID.

How to define a predictive search?

To create this predictive search, the following steps must be followed:

  1. Define a BAQ on the Customer table and showing the customer ID and the name of the customer
  2. In the order entry window, right-click the Customer field and choose Predictive Search Entry
  3. Click New
  4. Enter an identifier for the search
  5. Enter a meaningful description
  6. Choose the BAQ created in Step 1
  7. Choose the return column, this field must be the same as the one on which the predictive search is defined
  8. Choose the column on which the search is done (for this example, the search is done on the name of the client)
  9. Check the shared box so that all users can benefit from the search
  10. Check for Occurrences, if you want this search applied to all other places where this field appears.

Once done, you have to restart Epicor on your computer so that the search is activated.

Do you know about the eElectronic Bank Statement Processing Module?
Epicor Bank Statement Processing module

The Bank Statement Processing module allows reconciling bank statements with cash transactions. The Bank Statement Processing program processes and clears cash transactions. Cash transactions are reconciled by creating and editing bank account statements.

The Bank Statement Processing allows you to create a new bank statement either via import of electronic statement files from the bank into the Epicor application or via manual entry of the new bank statements and statement lines, review the information, search for the Epicor transactions available for matching, or create new transactions.

It is possible to perform bank reconciliation in automatic (using reconciliation algorithm) and manual (matching transactions to statement lines) modes.

How can Epicor DMT help you?
Epicor DMT

Epicor DMT

In order to speed up the loading process for massive data, DMT offers the possibility to split an import data file into several files. Once the file is split, it’s now possible to import those files simultaneously.

The Epicor / DMT application will therefore process several files at the same time, utilizing more server resources, while speeding up the process time required to validate and import data into the Epicor database.

Please note, if you are loading data associated with a group, such as revisions in an ECO GROUP, it is not recommended to use this feature.

Do you know Epicor Data Discovery ?
Epicor Data Discovery

Data Discovery

Available since Epicor ERP 10.2 release.

Data Discovery has been added to generate and display performance indicators directly on the home page.

Here are some examples of Epicor Home page

For Manufacturing:

Epicordatadiscovery 03

For Financial:

Epicordatadiscovery 02

Epicor offers a list of indicators already generated, but you can also create specialized indicators according to your requirements. There is the authoring tool that can be directly integrated into Epicor:

Epicordatadiscovery 01

From queries (BAQ), we can refine the data by categories or dimensions. Several types of graphics can be selected as required.

Did you know that is it possible to personalize the Epicor search form?
Quick Search

You can create pre-defined search criterias called “Named Search”, edit parameters using “Quick Search”, create item lists by using BAQ “BAQ Search” and create your own search tool with “Advanced Search”. Other tools like “Predictive Search” and “Zone BAQ” allow filtered results to be displayed without opening the search form. Contact us for more information.

Do you need to manage the replenishment of your store in the plant?
Replenishment workbench

If you need to manage the replenishment of your store in the plant, Epicor has a tool that will let you manage this scenario.  The replenishment workbench allows you to manage the replenishment automatically, manually or managed.

Automated, manual and managed replenishment functions meet the needs of supply chain and distribution processes, compared to inventory available between warehouses or stores in a fully managed, managed and transactional environment.

It includes the following features:

  1. Fully transaction-based, processing managed through a fully managed queue.
  2. Processing of transactions on paper or paperless.
  3. Automatic replenishment based on defined parameters.
  4. Manually generate replenishment transaction requests based on parameters that are overridden.
  5. Replenishment generated and managed by the user, without predefined requirements.
How can you generate your reports and can view them or print them later?
Generate Reports

When printing, you can use the function “Generate only”:

Selecting this option will put the report in a queue and it will go in the System Monitoring print list:

The reports are already generated so it will take you only a few moments to appear on screen! This is very useful for reports that take a long time to generate. You can even save them as PDF in the same place.

Also, the archiving option allows you to keep them in your list for more than one day:

You can schedule the printing of your reports according to a predetermined schedule:


How to manage the replenishment of your Plant and warehouse ?
The Replenishment Workbench

You want to manage the replenishment of your plant and warehouse? Epicor ERP offers a replenishment tool. The replenishment workbench is used to perform replenishment processing automatically, or manually and in a manageable way.

Automated, manual and manageable replenishment functions meet the requirements of supply chain and distribution processes, comparing inventory available between warehouses or stores in a fully manageable, managed and transactional environment.

It includes the following features:

  1. Fully transaction-based processing managed through a fully manageable queue.
  2. Processing of transactions with paper or paperless.
  3. Automatic replenishment based on user defined parameters.
  4. Manually generate replenishment transaction requests based on parameters that can be overridden.
  5. Replenishment generated and managed by the user, without predefined requirements.
  6. Allow replenishment with configurable parameters.
  7. Includes Concept of minimum thresholds of quantities allowing a flowing execution of the replenishment process.
How to use the percentage commission split in your Epicor ERP quote?
Split

Did you know that if you want the commission split percentage to be automatically fed when creating the Quote, the Commissionable box in the Role Code Maintenance must be checked:

If this box is not checked, the percentage of split on the Quote will be zero:

Did you know that Epicor ERP offers a module allowing to reserve/allocate specific part lots and quantities?
Advanced Material Management (AMM)

The Advanced Material Management Module or AMM, will process material requests for external, outbound and internal transactions, by perform a ‘hard allocation of lots or quantities of a part to a specific transaction.

The allocation process will facilitate preparing materials for a production job or for picking and shipping orders. Materials queues can be assigned to specific employees with warehouse ‘Material handler’ credentials. Those queues can then be accessed by the employee through the MES and the HandHeld menus.

Advanced Material Management (AMM)

Allocated/reserved quantities and lots will not be available for other transactions such as jobs and orders. The information will be displayed in the part tracker screen:

Advanced Material Management (AMM)

Other advantages associated to the Advanced Material Management module are :

  • The grid can be filtered and sorted based on multiple criteria and priorities, in order to facilitate managing a high volume of transactions.
  • For example: it’s possible with a few clicks, to reserve quantities for orders belonging to a specific customer.

Advanced Material Management (AMM)

This is a high level overview describing some of the capabilities available in the AMM module.  For further details, or a demonstration, please contact your EC Solutions consultant or account manager.

Do you know how to set the backward scheduling mode by default?
Backward scheduling

This option can be configured in the Site Maintenance and will become the default setting in Job Entry. Please note that you can also set the scheduling method for each job priority code, which will then be taken into account in the MRP process.


Did you know you can now optimize your payroll integration with the external payroll integration module?
External Payroll Integration

The External Payroll Integration module enables you to configure external payroll setup in order to create files to export to an external payroll provider. The Setup functions included in this module enable you to create payroll employees, pay types and classes, holidays, and configuration of the export file format that will be sent to the external payroll provider. This module will eliminate the need to write payroll export scripts and will ensure compatibility with future Epicor releases.

In order to use the External Payroll Integration module, the External Payroll license must be installed

How can you define a hot key for functions available on a screen?
For example, in Job Entry, we could assign <Ctrl> <G> in order to get the manufacturing details for a manufactured part.

Here is a list of the existing predefined hot keys available in all the screens:
Hot KeyEnglishFrench
<Ctrl><Q> Clear Dégager
<Ctrl><C> Copy  Copier
<Ctrl><X> Cut Couper
<Ctrl><Del> Delete Supprimer
<Ctrl><V> Paste Coller
<Ctrl><Shit><P> Print Preview Aperçu
<Ctrl><Z> Undo Défaire
To add a hot key, just follow these 5 simple steps.
  • Open the screen where you want to add the hot key
  • Click Tools, Options
  • Go to the hot keys tab
  • Choose the command you want to assign to a key
  • Choose the hot key


How to manage Machine downtime tracking?
The new MES downtime button allows reporting a resource downtime and the reason for the stoppage (ex: breakdowns, waiting for material….).

When a job is running on a machine, and a downtime occurs, the operator will use the Downtime button available on the MES menu to initiate a downtime state on the Job actually being run on the machine. A downtime reason code will be requested by the system.

During the downtime period, the system will accumulate downtime elapsed time against the job as well as the selected downtime reason code, allowing to build analytical dashboards to further analyse downtime reasons, root causes and impact on lead time. Downtime period has no impact on job labor or burden costs.

Manage Machine downtime tracking is available with Epicor version 10.2.

What are the trackers and dashboards for?
Epicor Dashboards are powerful tools that will allow users to adapt their workspace to their needs.

The dashboard is used to provide real-time indicators, based on exceptions, that warn you of potential business problems.  From these activity indicators (trackers and dashboards), you can easily access the appropriate parts of the system to get more information.

Through Internet integration, dashboards can be used to merge external information and data for day-to-day operations.

From monitoring your employees intranet site to direct access to industry-related websites, each dashboard contains the information you and your employees need to manage your business more proactively.

In Epicor, Trackers and Dashboards offer all the following features: 

  • Management of the company’s    performance
  • Storage of operational data
  • Steering and key performance indicators
  • Role-based home page
  • Real-time management based on exceptions
  • Real-time access to up-to-date information
  • Specialized Workshops by User / Function
  • Fully secure web interface• Components that can be deployed on the Web
  • Graphical representations of the dashboard

Manage all your business activities and get an overview of your purchases, sales and stocks in real time.

How to get the average daily balance of an account?
You can get the average daily balance of an account in several reports by a simple configuration.
On the Daily Balance Setup menu, you must add the accounts for which you want to get the daily balance.

For example, add the bank account in the menu settings. After the configuration is complete, the verify balance operation must be executed to update the daily balances in the selected accounts.

Subsequently, the average daily balance of the accounts will be available in the reports.

For example, the trial balance report may contain the average daily balance in addition to debits and credits for the period. Included below the print screen for the discussed menu and the result of the report.

Daily Balances Setup

Verify Balance Records

Trial Balance Report

Report

How to take control of your outstanding receivables?
Accounts Receivable is one of the largest assets of any company, and it’s typically one of its most fluid. Most businesses, however, have to write-off 4% of this asset every year. This is a substantial cost to the business that can be greatly reduced with better management. Take control of your outstanding receivables and reduce days sales outstanding (DSO) through automated AR management. Complete functionality includes:

  • Collection management
  • Centralized activities
  • Collection templates


Why planning our contract?
In certain cases, supply chain planning on a long horizon may be a challenging task, especially when dealing with long lead time items, such as imported raw materials which may be required by common manufactured sub-assemblies. You can associate a planning contract with one or more projects. Later when entering new sales orders, purchase orders or jobs linked to a project tied to a planning contract, they will then automatically inherit the Contract ID. This supports the ability to link demand and supply to the project. The demand linked to a planning contract is filled by the supplies linked to the same planning contract. As a result, the demand is fulfilled specifically from assigned Contract warehouse/bin locations, excluding other non-planning contract warehouses/ bins from the fulfillment process. You can link demand to a project, job or sales order indicating where the demand will be consumed.

 

Did you know you can program Global Alerts yourselves for all users?
Standard Global Alerts (Epicor 10.2)

Global alerts are messages that are activated to help users track certain activities in the application. Standard Alerts are predefined Global Alerts that are enabled by Global Alert Maintenance.

Basic configuration of global standard alerts in 10.2

Before activating standard global alerts, you must configure the EPICOR application to be able to send email messages.
To do this, follow these steps:

Company Maintenance

  1. Go to System Setup>Company/Site Maintenance>Company Maintenance
  2. Go to the tab « Email and Reporting»
  3. In the Email Link group box, the Port field specifies the port number to use when transmitting email messages throughout the company. Be sure to enter an unused port number. This port is used when sending an alert with a link (shortcut.sysconfig).
  4. In the Email Address field, specify the default From email address to transmit global alerts. This address can be replaced when maintaining standard alerts. It must be ensured that the address is valid in the company.
  5. The Email Label field specifies the default From email label that will be displayed in the email global alert. Like the address, the label can be customized for each alert.
  6. In the SMTP Server field, specify the SMTP server that distributes e-mails in the company.
  7. Next, enter the port number that manages your company’s email
  8. Click the Save button on the toolbar.

Data Directive

Global alerts require a BPM data directive to monitor a specific database table as well as to set conditions for triggering alerts and sending e-mail alert messages based on changes to the table that is monitored.

In the case of global alerts, a directive must be created to monitor the AlertQue table and send messages to the recipients defined in the configuration of a standard global alert.

  1. Go to System Management>Business Process Management>Data Directives Maintenance
  2. Enter the table name AlertQue (or select it via the Search maintenance)
  3. Go to the tab Standard>Detail
  4. Click File>New>New Standard Directive
  5. Enter the directive name in the field Directive Name
  6. Click the button Design
  7. Select and drag the condition icon to use to trigger the alert. Subsequently, click the New button in the Actions tab in the list at the bottom.
  1. Click the arrow to expand the drop-down list. Then select the option « There is at least one updated row in the specified table»
  2. Click the Updated scrolling list and select the Added
  3. Click on the specified The Select Table window will be displayed. Ensure that the selected table is ttAlertQue. Click the OK button.
  1. Note the condition is changed to « There is at least one added row in the ttAlertQue table»
  2. Select and drag the Send E-Mail icon.
  3. Click in the designed The window to configure the e-mail will be displayed.
  4. Enter the name “Global Alert Email”. Then right click on the From In the context menu, select the Field Query option.
  5. In the Name field, enter From. In the filter, choose the option Added records. In the Fields list, select EmailFrom. Finally, click the OK button.
  6. Click each one of the remaining fields in the form. Select the Field Query option and repeat the previous step. Add the recursive tables to the Template.
Template FieldField Query NameFilterTable Field
TOTOAdded recordsEmailAddr
CCCCAdded recordsEMailCC
SubjectSubjectAdded recordsSubject
BodyBodyAdded recordsAlertText

 

  1. Once it’s done, each field in the template has a variable. Finally, click the OKbutton.
  2. Once in the design window, click the Start icon and drag one of the arrows to the Condition Then select the Condition icon and drag the arrow closest to the True label to the Send E-mail icon. Finally, click the Save button.
  3. In a forthcoming newsletter, we will show an example such as activating a standard alert as well as an example of use.

 

Did you know that you can enter financial information from your budget exercise in Epicor?
Account Budget

Indeed, it is easy to import directly from Excel by going to the menu Financial Management > General Ledger > Setup > Account Budget.

In addition, it is now possible to create several budget codes to identify different versions and/or revisions.

Therefore, these different budgets can be used in the various financial reports.


Did you know that you can manage multi-site jobs?
Manage multi-site jobs

EPICOR ERP software allows the management of multiple sites under the same company. You can operate independent production calendars and schedules from one site to another and assign specific production resources to each site. To optimize the scheduling of jobs with dependencies with other jobs to be performed in another site, EPICOR software ERP has incorporated the functionality to manage interdependent jobs across multiple sites since version 10.0. To enable this feature, it is important to activate the options allowing this functionality, available in the site maintenance screen under the planning tab.

This interdependency allows a parent work order in one site to influence the planning of child jobs from another site, as well as allowing child jobs to influence the planning of the parent work order. To do this, the concept of Job Made to Job comes into play to create the relationship between jobs. This relationship is created when the jobs are launched either via the MRP process or when manually creating a job. The system recognizes that some assemblies are manufactured in a site different from that of the parent and will create child jobs under the corresponding site, these child jobs will be directly linked to the parent as Make to Job.

When manually creating a job, it is important to check the option to create and schedule child jobs across other sites as well.

The advantages of an effective management of multi jobs are among others :

  • Cost Reduction by reducing pending jobs across multiple sites. Everything is directly linked via the relationship of the parent/child jobs.
  • Helps to better manage “Just in Time” production when it comes to re-issuing multi-site jobs
  • Allows you to schedule the parent job and its multi-site child jobs as a single group of jobs, with a single action.
  • View the relationships between jobs across multiple sites                                           
  • Allows better coordination of raw material purchases across sites to meet supply needs.
  • The production costs are broken down by site, and the system accumulates assembly costs under the finished product job.
Did you know you can have different close date per module to prevent having transactions in a closed module?
The Earliest Apply date menu is a menu that allows you to close the modules by the transaction type. You can enter a date for each of the modules below, once registered an error message will appear if a person tries to post a transaction before that date. This function is to prevent having transactions in a module that is closed. For example, accounts receivable transactions could be closed and the period open to allow for accounts payable transactions, general ledger and other modules. This function is to apply the first possible date in the module concerned.

This date can be defined for the modules below;

  • Cash Management
  • Accounts Receivable
  • Accounts Payable
  • Inventory and Production
  • Asset Management
  • Payroll

You can use this function separately or in conjunction with closing periods. Closing the period closes all the modules while the module closes modules by modules.

How to become more efficient by quickly viewing your attachments ?
Did you know that you can easily view attached Epicor documents (example: PDF, Images, etc.) in your dashboards?

When a line is selected, the document automatically appears on the screen.

This feature can be added to your screens such as the production floor with view part, drawings, or customer.

This will allow you to facilitate information exchange and facilitate a paperless environment.

If you are interested in using this option, ECS team can help you create your custom screens!

How to do it ?

To do this, you must add the New URL / XSLT tab and assign a reference field describing the path to the file.

This reference field must first be published in the dashboard.

How do you manage discontinued or obsolete products in your inventory?
When entering your physical count, have you ever had to return a large number of tags to 0, because the production was discontinued, all the pieces have already elapsed or hundreds of pieces were released in the list of the counters. Your employees must return all these tags to 0. Here is a trick to do this quickly!

  • Select the tags targeted by the return to 0 in the tags entry.
  • Right click on the list and select “Copy All Include Labels” (see Figure 1)
  • Then paste it all into an Excel grid
  • You will then need to fill in the columns: Counted Qty, Returned, Counted By, Date Counted. (see figure 2) ** Be careful not to change the order of the rows and columns **
  • Copy the result, starting from line 2 of the grid (to exclude the headers).
  • Right click on the first row of the grid, then select Paste Update. (see figure 3)

Note: It is also possible to use this same technique in all Epicor grids, but it is very important to keep column position and row order as the Paste Update function does not validate the row key nor columns, it only pastes the information on the existing lines.

Fig. 1 – Select tags to return to 0.

Fig. 2 – Update the desired tags

Fig 3. – Copy the information in Epicor


When working remotely, have you ever experienced connection problems and/or error messages, resulting in you having to re-key in your entries?
Did you know that a parameter exists in the User Account Maintenance that allows you to avoid these type of connection issues?

Before a disconnection, the user will receive an alert advising them that the server is not reachable. Once the server is reachable, the information you entered will be saved to the database without a problem.

Note that this functionality is integrated in Epicor Version 10 to insure better stability.

Are you familiar with Auto-Print?
Part of your Epicor solution, it allows you to automatically print documents to a specific printer.

Check here!

Many companies or plant?
Have you ever asked yourself the question, in which company or plant, an input screen entry is opened?

Did you know Epicor offers the possibility to define a different color per company or plant?

This way, if you are entering jobs in two companies simultaneously, it will be easier to determine in which company you are and in the meantime will help to prevent mistakes in entry.

For more detail please contact one of our consultants.

How to improve the collaboration and traceability in company?
Social Enterprise, available as of Epicor 10, offers a lot of functionalities. Amongst other things, it allows collaboration between colleagues and maintains a full history of all interactions.

Thus, in the example below, we can see everything that happened with order 5463, with full traceability of the discussions surrounding the discount that was given.


Having difficulty reporting large groups ?
When posting a large groups, Epicor may take a few minutes to complete the process.

To validate the status of the group you are posting do not try opening the group again, doing this will cause the posting process to fail and lock the group in an intermediate state.

To validate the status of the group you are posting Epicor has placed at our disposal the System Monitor, it can be accessed in the windows system tray in the lower right corner of you desktop. Information bubbles can be enabled to advise you as soon as a process is completed such as posting groups.

To resume, before opening any group you have just posted, validate the group status in the System Monitor beforehand.

How can you Freeze columns ?
In grid type screens, you can freeze columns, which will allow you to scroll across the grid while keeping the chosen columns in sight.

You simply need to click and drag the small bar in the lower left corner of the screen (see below).

Reports, invoices, etc. do not print (or output) ?
Simply start the Task Agent.

Here are the steps:

  1. Access the Task Agent Service Configuration
  2. Double click on the environment in question
  3. Uncheck the Enabled check box
  4. Click Save
  5. Now Check the Enabled check box
  6. Click Save

Within a few minutes, your printing processes should have completed!

How is your approach different?
As mentioned above, we tailor our approach from the very beginning, taking the time to understand the customer business requirements as well as their goals and objectives to create an implementation plan that will help them reach those goals. We want to be their business partner, not just their suppliers and that creates mutually beneficial business relationships.
Which Epicor products does EC Solution implement?
Epicor ERP
Epicor® provides a new approach to the way enterprise resource planning or ERP systems and business software solutions are designed, built, and used. We’ve redefined ERP software to maximize productivity in every area of your organization. ERP is the tool that can inspire your company to innovate and think differently about your business, so that you can ultimately deliver inspiration to your customers. Epicor ERP is business software that can open vistas of possibility not previously imagined. Serving 33,000 customers in more than 150 countries, Epicor’s ERP software provides a single point of accountability that drives increased profitability, whether you’re operating on a local, regional or global scale.

Prophet 21 (P21)
Epicor Prophet 21, a leading enterprise software solution for distributors, combines the power of Microsoft® SQL Server® and the familiarity of Windows® in a solution designed to meet distributors’ specific business needs.

Epicor Prophet 21 offers you a full range of order management, supply chain, and warehousing capabilities, built within a single business platform, based on industry-leading technology.

How can EC Solutions help us make the most of the latest technologies solutions?
While the Epicor solution provides the latest technologies and highly efficient business tools, it is only part of the unique solution provided by EC Solutions. Our implementation methodology and our focus on helping the customer achieve results set us apart in the market.
Can your solution help us become an industry leader?
Innovative technologies from Epicor pave the way for today’s Manufacturers to streamline business processes and break down barriers to growth, while remaining agile for rapid response to customer demands and evolving markets.

  • Track, measure, and monitor your entire business, from shop floor to top floor and from raw materials to final product
  • Boost efficiency with real-time, actionable visibility into plant and business operations
  • Reduce costs and streamline processes while you grow revenue and increase profits
  • Optimize lean manufacturing to focus on the key priorities to make smarter decisions, eliminate waste and increase customer satisfaction
  • Easily adapt to new manufacturing methods, changing customer requirements, and evolving business strategies
Can we be served in English or French?
Another differentiator for EC Solutions is the fact that we have a full-time support department to provide local after sale support in the customer’s language of choice.
What is the purpose of your proposed Business Process Review (BPR)?
Our Business Process Review insures that we understand your current processes and allows us to outline opportunities for improvements with the proposed solutions.

Potential functionality gaps (where system functionalities differ from current business processes) are identified and presented for resolution.

As we review the results of the BPR with the customer, we both insure that everything has been covered and that there will be no surprises during the implementation. As the BPR is done prior to buying the software, the customer gets a clear picture of the global investment before making a final decision.

Why should we consider EC Solutions as an ERP partner?
We are extending the customer experience by offering additional services to minimize their risk factor and help them achieve higher Return On Investment. (ROI)
Can Epicor Software provide cloud and mobile solution?
Yes. Further, information from the ERP solution can be accessed from mobile devices and integrated through other applications such as Outlook for easy use. Integration is such that a simple email can query the system database directly and provide immediate answers or trigger system actions. “For example, EC Solutions has helped customers set up processes based on their specific business rules, allowing managers to approve orders, query customer and stock information or view any KPI of their choice, all from their smart phone.”
Many implementation projects fail, exceeding budgets and timelines or not providing the expected functionalities. How do you avoid such situations?
We set out to provide customers with a methodology that would minimize their risk and help them achieve tangible results. Our core philosophy from the very beginning is “Beyond Implementation, Results!”. The company enjoyed steady growth over the years as our reputation for successful implementations grew. “In 2014, we initiated a strategic plan that allowed us to grow at an even faster pace by streamlining our structure and changing our Go-To market strategy. We now have a team of more than 40 professionals dedicated to helping our customers succeed.”

Epicor Prophet 21

Did you know you can have a french interface with Prophet 21 (P21)?
Go to “System Settings” to activate the translation, finally save and exit the application P21.

Connect again in P2 – Go to the “User Maintenance” menu: choose the French language:

Reconnect again and here is the result:

Do not hesitate to contact the support department!

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