Learn Epicor® Software
Practical Technology Solutions 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.
PTS 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.
PTS Offers Personalized Epicor® Training On Demand to Meet Your Organization’s Unique Needs
Practical Technology Solutions 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 Practical Technology Solutions 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.
- PTS strongly recommends onsite face to face training to maximize the efficiency of the course materials.
- PTS 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
| 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 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) |
| 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 |
** 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®.