Epicor® Training On Demand - Epicor® ERP Training Courses

Learn Epicor® Software

PracticalTek is an independent software services provider with a combined 227 years of Epicor® implementation & training experience among our team members. Our knowledgeable staff offers novice to advanced level training on all Epicor® modules.

PracticalTek will be glad to work with your team to customize your ERP training, providing your employees with specific instructions on how your company will utilize Epicor®. Our training services, whether on-site or remote, are customized 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 also offer a “Train the Trainer” approach. Let us help expedite your Epicor® implementation through training options that fit your schedule.

PracticalTek Offers Personalized Epicor® Training On Demand to Meet Your Organization’s Unique Needs

Hear feedback from our happy customers!

PracticalTek offers both beginner and advanced Epicor® training for all modules. We recognize the importance of personalizing our ERP training courses for you and your employees. Our trainers will use your real-world business data to provide concrete examples and to let the trainees understand exactly how the software will operate within your company. We modify the trainings based on individual employees’ needs, so each role receives proper guidance. Our methods allow your employees to completely focus on the course.

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 course materials absorption rate. Historically we’ve discovered that on-site training provides the optimal return on investment. Each Epicor® training course consists of in-person instruction and an online program with exercises, definitions and other helpful information to increase understanding. All trainees 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 courses you choose. We have determined the appropriate time each course needs based on our years of experience, which you can find in our course list below. To prepare for training, we advise bringing all employees into a large, conference-style room with laptops for each attendee and space for the instructor’s 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 teach designated staff members, and these individuals then offer training to remaining employees.

Our Current Epicor® Training Courses

Let PracticalTek expedite your Epicor® implementation with convenient, effective on demand 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.

The course list below 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.
All trainees receive the course in an email 1 day prior to the presentation.
Within each course, we have course documentation, exercises/workshops using your test environment, setups, configurations, terms, definitions and many times FAQ’s

Once the course is completed, consulting can also be provided by the trainer as an optional service.
Ad-hoc consulting can also be provided in-process while the course is being presented.

PracticalTek strongly recommends onsite face to face training to maximize the efficiency of the course materials.
PracticalTek training 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.
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.

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“Morton Manufacturing utilizes Epicor® for MRP functionality. PTS helped us through projects when we ran into roadblocks. Their advanced expertise was more than enough for the problems and concerns we were facing. They are well versed in visual basic and C# and they completed our projects very quickly.

The results of their work were exactly what we wanted, and allowed us to continue moving forward. We haven’t had any problems and we plan to use PTS again in the future.”

— Morton Manufacturing • Aerospace Industry

“Imarda has faced several business challenges recently as we have been undergoing significant growth for our i360 product. This growth has resulted in increased manufacturing volumes, and complicated BOM’s (Bill of Materials) and increased billing to be produced from an aging ERP system (Epicor® Vantage 8) that is in need of replacement.

Imarda had done an amount of work with PTS in the past and I contacted Jim from PTS in the hope this company could assist. Jim’s team jumped straight in aware of the challenges we faced. I was able to talk to Jim directly several times which provided a huge amount of comfort and even though the time zones were different I never had any issues reaching him or a member of his team.Their straight forward approach was a relief. The team at PTS assisted in arranging meetings, eliciting the answers from iMarda staff with questions backed up

Their straight forward approach was a relief. The team at PTS assisted in arranging meetings, eliciting the answers from iMarda staff with questions backed up from years of experience in Epicor®. This sped up the business improvement process significantly. Their agile methodology was a perfect fit as we needed to jump between issues often very quickly and due to the nature of our remote staff the timing of such meetings was often at short notice. The functional results that were produced as a result of Jim’s team were a key component in keeping the operations process running within Imarda.

On top of this work, Jim’s team also provided excellent support, as our lack of knowledge with Epicor® due to staff churn again left us challenged with internal support options. Jim’s team dealt with questions ranging from the absolute basics to advanced questions easily and with an air of patience that can only be described as completely forgiving!! In short, I would have no hesitation in recommending PTS.”

— Imarda • Transportation Fleet Industry

“General Formulations is a mid-sized manufacturing company currently using Epicor® for our manufacturing system. We have used PTS for a number of tasks including custom SSRS reports, custom dashboards, BPM’s, and Go Live Support. I have found PTS knowledgeable, talented and extremely capable in the work that they have done for our company. I have worked with Jim, Sam, Jarrad, and Glenn and found them all to be consummate professionals with great attitude and ability. I can recommend PTS with the greatest confidence to anyone looking for top-notch help in implementation and customization of Epicor®.”

“I do want to say I have been very impressed with PTS and in helping us deal with this problem. (Our consultant) has been great and I know he hasn’t been alone in assisting us on this. Your help is greatly appreciated, and PTS is a great partner.”

— General Formulations • Pressure Sensitive Films Industry

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	Business Process Review/System Audit
4	Backflushing
1	Bank Reconciliation
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)
3	Fulfillment Workbench
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/Material Requirements Planning
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
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

Schedule Epicor® ERP Training with PracticalTek

** 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 PracticalTek 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 PracticalTek 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.

** PracticalTek is not affiliated with Epicor®.