PTS (an Independent Epicor® Consultation and Development Company) offers novice to advanced level training on all Epicor® modules. Training can be on-site or remote. Allow us to customize training for your staff based on their roles in the organization. We train using your data to maximize the experience. In cases that it may be more cost-effective for your organization, we offer a “Train the Trainer” approach. Let us help expedite your Epicor® implementation through training options that fit your schedule. Our methods allow your employees to completely focus on the course. PTS will be glad to work with your team to customize your ERP software, providing your users with specific instructions on how your company will utilize Epicor®.
Functional Training Modules: We offer basic, intermediate and advanced training for Crystal Reports
As an independent software services provider with a combined 175 years of Epicor® implementation experience among our team members, Practical Technology Solutions can accommodate all your Epicor® programming needs. We offer a wide range of value-added Epicor® development services that will allow you to maximize your software’s performance, building powerful results that will help take your business to new heights.
Our Epicor® programming support services include customizations, dashboards, reports, BPMs and much more. We provide expert independent Epicor® development for everything from small businesses to Fortune 500 companies.
Personalized Epicor® Training That Meets Your Organization’s Unique Needs
At PTS, we recognize the importance of personalizing our trainings so they make sense to your employees. We will work with your team to customize your ERP software, providing your users with specific instructions on how your company will apply it. Our trainers will use your own data to provide concrete examples and to let the trainees understand exactly how the program will operate within your company.
We modify the trainings based on the employees’ needs, so each role receives proper guidance. Our methods allow your employees to completely focus on the course.
We Offer Flexible, Convenient Epicor® ERP Training Options
You may choose between on-site or remote training. However, we strongly recommend on-site, face-to-face training to maximize the efficiency of the course materials absorption rate. Historically we’ve discovered that on-site training provides the optimal return on our customers’ investment.
Each Epicor® training course consists of an online program with exercises, definitions and other helpful information to increase understanding and in-person instruction. All students will receive the course by email one day prior to the presentation, giving them time to review the materials.
How Long Does Training Take?
The length of the training depends on the course you choose. We have determined the appropriate time each course needs based on our years of experience. When setting up a presentation, we advise bringing all employees into a large, conference-style room with laptops for each attendee and space for the instructor’s own projector. We encourage your employees to ask questions and we address any company-specific problems that may appear with the software.
“Train the Trainer” Programs Are Also Available
In situations where it may be more cost-effective for your organization, we offer a “Train the Trainer” approach. With this method of Epicor® training, our consultants will provide designated staff members with expert instruction on the software fundamentals. These individuals can then offer tailored training that meets the requirements of users within their specific work areas. As members of your organization, they will likely have a good idea of what fellow employees need to know.
Review Our Current Training Course Listings
Let Practical Technology Solutions expedite your Epicor® implementation with convenient, effective training options that fit your schedule and the specific needs of your employees. Review the course list below and contact us to set up training for your organization.
- This list covers all base and advanced modules that Epicor® offers to its customers for versions Vista® 4, Vista® 6, Vantage® 8, Epicor® 9 and Epicor® 10.
- We have instructor lead, course documentation, exercises/workshops using your test environment, setups, configurations, terms, definitions and many times FAQ’s listed within each courses documents.
- We can train the actual end users or train your trainers depending on your philosophy
- Once the course is completed consulting can also be provided by the trainer as an optional service if desired to audit your environment comparing other copasetic best practices and standard uses of Epicor® highlighting any concerns or yellow/red flags based on your business processes – data entry and configurations in a report with recommendations.
- Ad-hoc consulting can also be provided in-process while the course is being presented.
- All students will receive the course in an email 1 day prior to the presentation.
- PTS prefers and strongly recommends onsite face to face training to maximize the efficiency of the course materials absorption rate with the participants; historically we’ve seen this as the optimal return on your investment of the education vs. doing so remotely.
- PTS is flexible with a daily start/stop time and lunch breaks. We commonly like to schedule a 15 minute break about every 1.5/2 hours. The PTS consultant will bring a projector. We require a room that will have computers/laptops that the participants can use to login to your test environment – 1 per student is optimal.
- This list also has the typical subjects and duration in hours based on our years of teaching/consulting and the average # of students/questions.
** Please review this list and advise which subjects you envision would benefit your business. Once the subjects are known we will draft a proposed agenda and work with you to schedule them.
** Depending on the courses you desire, it is possible more than one subject matter expert from PTS could be involved – for instance any finance needs vs. non finance could possibly involve 2 consultants – one would travel in for the finance needs and depart and the non-finance needs would require another resource to travel in for those on your custom agenda. In rare cases PTS does have a single consultant who covers both finance and non-finance topics; but this is typically during a new installation or complicated upgrade. This can be defined further once you advise which topics are of interest to your organization.
** PTS is not affiliated with Epicor®.
Courses We Teach and Average Duration in Hours
| Hrs | Course |
|---|---|
| 6 | AP (Accounts payable) |
| 6 | AR (Accounts receivable) |
| 4 | Advanced Allocations |
| 8 | Advanced Cost management |
| 5 | Advanced GL |
| 5 | Advanced Material management |
| 4 | Advanced Production Management |
| 6 | Advanced Purchasing |
| 3 | Advanced Quality management |
| 4 | Advanced planning & scheduling |
| 6 | Asset Management |
| 1 | Attachments |
| 4 | Auto Print |
| 8-32 | BPR |
| 4 | Backflushing |
| 1 | Bank Recon |
| 4 | Basic report designer (Inc. stmt & Bal sheet) |
| 2 | Buyer workbench |
| 7 | CADLink |
| 1 | Capture COS/WIP Activity |
| 4 | Case Management |
| 4 | Cash Management |
| 4 | Commerce |
| 8 | Company configuration reviews |
| 2 | Consignment |
| 4 | Consolidated Purchasing |
| 4 | Cost Roll Up |
| 2 | Credit card |
| 4 | Currency Management (Multi Currency) |
| 2 | Customer connect |
| 2 | Customer managed Inventory |
| 2 | Customer pricing |
| 3 | Customers |
| 2 | Cycle Counting |
| 1 | Debit note processing |
| 4 | Deferred revenue accounting |
| 4 | Demand management (EDI) |
| 1 | Document Association Maintenance |
| Hrs | Course |
|---|---|
| 1 | Earliest Apply Date |
| 10 | Engineering management |
| 2 | Enterprise content management |
| 3 | Field Service Mobile and regular Field Service |
| 1 | Finance Charge Setup |
| 2 | Financial overview/terminology |
| 4 | Forecast Pro |
| 4 | Forecasting (Epicor) |
| 5 | GL (General Ledger) |
| 1 | Gl control codes |
| 2 | Global alerts & Shop warnings |
| 2 | Handheld |
| 4 | Information worker |
| 10 | Inventory management |
| 1 | Job Adjustment |
| 1 | Job Closing |
| 2 | Job Variance |
| 1 | Job completing |
| 16 | Job costing |
| 10 | Job management |
| 2 | Job splits |
| 2 | Kanban |
| 3 | Landed cost |
| 2 | MES Data Collection |
| 6 | MRP |
| 2 | Material Issue |
| 2 | Month End |
| 4 | Multi Level Quote |
| 10 | Multi-Company and Site |
| 3 | Multi-Plant management |
| 6 | Multiple Books |
| 4 | Multiple Warehouse |
| 8 | Order management |
| 2 | Pack out – Master Packout |
| 3 | Parts |
| 6 | Payroll management |
| 2 | Periodic Posting |
| Hrs | Course |
|---|---|
| 2 | Drop ship |
| 3 | Physical Inventory |
| 1 | Portal |
| 7 | Posting Engine |
| 3 | Preventative maintenance |
| 8 | Product Configurator (Jarrad) |
| 1 | Product Lifecycle management (PLM) |
| 2 | Progress Billing |
| 4 | Project billing |
| 5 | Project Management |
| 8 | Purchase contracts |
| 2 | Purchase requisitions |
| 8 | Purchasing management |
| 4 | Quality management |
| 4 | Quote management |
| 1 | Receiving |
| 4 | Replenishment |
| 1 | Rework |
| 2 | RMA (Return Material Authorization) |
| 5 | RMA (Supplier side) |
| 1 | Sales commissions |
| 2 | Sales Kitting |
| 6 | Scheduling management |
| 3 | Serial # Tracking/Serialization |
| 1 | Ship connect |
| 1 | Shipping |
| 1 | Social |
| 4 | Split Burden |
| 2 | Supplier managed Inventory |
| 2 | Supplier Pricing |
| 3 | Suppliers |
| 7 | Sys flow, Intro, Terms, Navigation, &Personalization, Tips & Techniques |
| 4 | Time & Expense management |
| 3 | Use Tax |
| 5 | XL connect |
| 2 | Year End |
Incorporating Epicor® software into your business gives you more options for expanding your company and reaching more customers. However, implementing a completely new software system may require significant changes to the way your company operates. To simplify and smooth the transition, Practical Technology Solutions offers both beginner and advanced Epicor® training for all modules.
Convenient Training
We understand the importance of personalizing our training so they make sense to your employees. When teaching employees how to use the software, we use your own data to provide concrete examples and to let the trainees understand exactly how the program will operate within your company. We modify the trainings based on the employees themselves so each role receives proper instruction.
You may choose between on-site or remote training, yet we have seen the best results with on-site training. And depending on the needs and organization of your company, you can choose to either train all of your employees at once or train certain employees who can then teach the rest of the company. As members of your organization, they will likely have a good idea of what fellow employees need to know.
Quality Courses
Each Epicor® training course consists of an online program with exercises, definitions, and other helpful information to increase understanding and in-person instruction. When setting up a presentation, we advise bringing all employees into a large conference-style room with laptops for each attendee and space for the instructor’s own projector. Your employees will receive the course via email the day before the class.
The length of the training depends on the course you choose. We have determined the appropriate time each course needs based on our years of experience. We’ll take a 15 minute break about every hour and a half and a lunch break. We encourage your employees to ask questions and we address any company-specific problems that may appear with the software.
Look through the course list below to determine which trainings your company needs and contact us to set up a training.