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
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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.
Courses We Teach and Average Duration in Hours
** 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®.
Accounts Payable (Tax Connect,Payment Entry,Bank Statement Processing, Payment Methods, Bank Fees, Allocations, Terms, Suppliers, Misc Charge, Invoice Entry, Advance Payments, Debit Memo's, Bank Statement Processing, Use Tax)
Accounts Receivable (Project Billing, Milestone Billing, ACH, Bank, Customers, Finance/Late Charges, Payment Methods, Product Group, Terms, Reminders, Invoice Entry, Credit Memo's, Cash Receipt, Cash Reverse, Write-off's, Credit Management, Taxes, Use Tax)
Business Process Review / System Audit
Cash Management (Bank/Branch codes, Payment Methods, Fees, Petty cash, Bank Adjustments, Funds transfer, Cash Receipts, Payment Entry, Reverse Cash, Debit Note Processing)
Company Configuration Audit
Currency Management (Currency Master, Rate Type, Exchange, External Company Maintenance, Global Table, Link Part)
Deferred Revenue Accounting
Engineering Management (Parts, Daily Engineering Process, Cost Rollup, Cost Methods, Product Lifecycle Management,CADLink)
Epicor Tips and Techniques
Financial Overview / Terminology
General Ledger (GL Budget Creation, COS, WIP Reconciliation, Advanced Allocations, Job Cost Adjustment, Job Variance, Cost Roll - Up Procedure, Job Production Completing & Financial Closing, GL Control codes, Month & Year End, Fiscal Calendar, Earliest Apply Date, COA, Recurring Journal, Journal Entries, Categories, Budgets, Basic Financial Report Designer (Income Statement and Balance Sheet tool), Posting Engine, Bank Reconciliation, Capture COS/WIP, Periodic Posting)
Inventory Management (Serialization, Customer/Supplier Managed Inventory, Advanced Material Management, Backflushing, Kanban, Cosignment/Customer Management Inventory (CMI), Handhelds, Cycle Counting, Sites, Warehouses, Bins, UOM, Class, Parts, Serialization, Lot control, RFQ, Issuing, ABC, Reason Codes, Physical Inventory, Replenishment, Backflush, Forecasting, MRP, Multi-Level Pegging)
Job Management (MES, Handheld, Split, Time & Expense, Jobs, Rework, Receiving, Drop Shipments, Preventative Maintenance, Field Service, Lean, Costing Methods, Auto Job complete/close, Departments, Shifts, Employees, Capability, Scheduling, Operations, Resource Group, Resources, Travelers, Job Entry, Bill of Lading, Shipments, Subcontract, RMA, Dispositions, Transfer Orders, Equipment, Production Planner Workbench, Job Receipts, Co-Parts, Global Alerts, Shop Warnings, Cost Adjustments, Job Adjustment, Ship Connect)
Multi-Company Multi-Site (Multi-Books)
Payroll Management (Payroll Manager, Class, Indirect and Direct labor codes and accounts, Pay Types, Tax, Deductions, Filing Status, Exemptions, Credit, Holidays, Shifts, Workers Compensation, Employees, Check Entry, Time & Expense, Generate Checks, Overtime, Print Checks, Void, W2)
Project Management (Project Cost, Project Management)
Purchasing Management (Supplier Price List, Requisition Entry, Purchase Order Suggestions, Buyer Workbench, Purhcase Requisitions, Supplier RMA, Consolidated Puchase, Landed Cost, Supplier Managed Inventory, Buyers, PO Approval, Supplier Part Cross Reference, Country)
Quality Management (Inspectors, Reason Codes, Inspection Processing, DMR, Non Conformance, RMA Processing, Corrective Actions, Inspection Plans)
Receiving (Receipt Entry, Landed Cost)
Sales Order Management (Quote Management, Customer Setup, Sales Kits, Customer Pricing, Return Material Authorization + Disposition (Customer Returns), Processes,RMA and Dispositions, Customer Relationship Management, Forecasting, Drop Shipments,Sales Commissions,Customer Connect, Credit Card Processing, Commerce Connect, Forecast Pro, Demand Management/ EDI, Use Tax)
Scheduling Management (Job Scheduling, Capabillity Scheduling, Planners Role, Resource Scheduling Board, Overload Informer, Production Calendar, Caculate Global Scheduling Order, Global Scheduling, Priority Code, Generate Shop Capacity, Capabilities, Operations, Resource groups, Resources, Material Constraints)
Shipping (Packaging, Ship Via, Containers, Subcontractor, Misc. Shipments, Master Pack, Bill of Lading)
Technical Development (C#, BAQ, Database, Dashboards, SSRS, BPM's)