epicor 10.0.700 curriculum roadmap

8/9/2019 Epicor 10.0.700 Curriculum Roadmap

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Epicor ERP 10 Curriculum Road

FUNCTIONAL AREA - FOUNDATION

Course Name

Release

1 0

. 0 . 6

0 0

1 0

. 0 .

0 0

Introduction to Epicor ERP X X 2 hours 1/4 dayNavigation X X 2 hours 1/4 dayPersonalization X X 3 hours 1/2 dayFinancial Foundations X X 2 hours 1/4 day

anu!acturing Foundations X X 2 hours 1/4 day"istri#ution Foundations X X 2 hours 1/4 day$usto%ers X X 2 hours 1/4 day&uppliers X X 2 hours 1/4 dayParts X X 2 hours 1/4 dayE%ployees X X 2 hours 1/4 dayIntroduction to 'rac(ers X X 2 hours 1/4 day&yste% Flo) X X * hours 1 day+etting &tarted )ith Epicor ERP ,vaila#le -ive .nly 1 day

no)ledge $a%p ,vaila#le -ive .nly 2 days

,vaila#le -ive .nly 2 days

Epicor "elta Education0 Financial anage%ent 1 ,vaila#le -ive .nly 1/4 dayEpicor "elta Education 0 'ools and 'echnical 1 ,vaila#le -ive .nly 1/2 day

'he Epicor ERP 1 $urriculu% Road%ap lists all availa#le courses including those availa#le as ithe Epicor ERP application 5ou can use this list to plan your education $ourses are categorized

aterial Production &ales &ervice and 'ools

Course Name 6 7ithin each !unctional area the courses are listed in the reco%%ended co%plRelease and Es!ima!ed "el#-Paced Comple!io$ Time 6 'he service pac(s the course is availyour o)n 'he te t 8,vaila#le -ive .nly8 denotes those courses that are availa#le as instructor0l%ir!ual Li&e Trai$i$' Course Dura!io$ and %ir!ual Educa!io$ Credi!s 0 'he duration o! theeducation credits this course is assigned For the nu%#er o! education credits assigned to coursyour Epicor account %anager For a schedule o! live training visit the $lass &chedule page on E9https://epic)e# epicor co%/Education/&chedule/Pages/de!ault asp ;

(o) Roles 0 Indicates )ho )ould #ene


2/22

2


FUNCTIONAL AREA - FINANCIAL

Course Name

Release

1 0

. 0 . 6

0 0

1 0

. 0 .

0 0

+eneral -edger X X * hours 1 day

,dvanced +eneral -edger X X * hours 1 day

,ccounts Receiva#le X X * hours 1 day

,ccounts Paya#le X X * hours 1 day

'a Engine X X * hours 1 day =o# $osting X X 12 hours 2 daysFinancial Report "esigner X X 2 hours 1/4 dayIntroduction to ,dvanced Financial Reporting -. X 3 hours 1/2 day

,dvanced Report "esigning !or ,FR -. X * hours 1 day

,dvanced ,llocations X X 3 hours 1/2 day

,sset anage%ent X X 3 hours 1/2 day

Pay%ent Instru%ents X X * hours 1 day"e!erred Revenue ,ccounting X X 2 hours 1/4 day

"e#it Note Processing X X 2 hours 1/4 day>an( Reconciliation X X 3 hours 1/2 day$redit $ard Processing X X 3 hours 1/2 dayRe#ates X X 2 hours 1/4 day

'a $onnect X X 3 hours 1/2 dayPayroll X X 3 hours 1/2 day

5ear End Processing and Procedures X X 2 hours 1/4 day

Posting Engine X X * hours 1 day

Es!ima!ed "el#-Paced

Comple!io$ Time

Li&eTrai$i$'Course

Dura!io$


3/22

3


$urrency anage%ent X X * hours 1 day

$ash anage%ent X X * hours 1 day

ulti0&ite anage%ent X X 3 hours 1/2 day

ulti0$o%pany X X * hours 1 day

Epicor X- $onnect ,vaila#le -ive .nly 1/2 day


4/22

4


FUNCTIONAL AREA - *ATERIAL

Course Name

Release

1 0

. 0 . 6

0 0

1 0

. 0 .

0 0

Inventory anage%ent X X * hours 1 day

Inventory anage%ent 0 &pecialized Processing X X 3 hours 1/2 day

Purchase anage%ent? X X 12 hours 1 1/2 days

&hipping and Receiving?? X X 3 hours 1 day

R , Processing X X 3 hours 1/2 day

Purchase Re@uisitions X X 2 hours 1/4 day

>uyerAs 7or(#ench X X 2 hours 1/4 day

&erial Nu%#er 'rac(ing X X 3 hours 1/2 day

$ycle $ounting X X 3 hours 1/2 day

Pac( .ut?? X X 3 hours 1 dayPurchase $ontracts X X 3 hours 1/2 day

-anded $ost X X * hours 1 day

??&hipping B Receiving and Pac( .ut are co%#ined into one day o! live training


Comple!io$ Time

Li&eTrai$i$'Course

Dura!io$

?For -ive training this e%#edded course is oCered as t)o live courses 0 Purchase anage%ent 9Processing 91/2 day;


5/22

5


FUNCTIONAL AREA - PRODUCTION

Course Name

Release

1 0

. 0 . 6

0 0

1 0

. 0 .

0 0

ethods o! anu!acturing X X 2 hours 1/4 day

Engineering X X * hours 1 day

=o# anage%ent X X 12 hours 2 days

an#an X X 3 hours 1/2 day

aterial Re@uire%ents Planning X X * hours 1 day

&cheduling X X * hours 1 day,dvanced Planning and &cheduling X X 3 hours 1/2 day

anu!acturing E ecution &yste% X X 3 hours 1/2 day

Dandheld X X 3 hours 1/2 day

=o# &plits X X 2 hours 1/4 day

uality ,ssurance X X * hours 1 day

Enhanced uality ,ssurance X X * hours 1 day

,dvanced aterial anage%ent X X * hours 1 day,dvanced Production anage%ent X X 3 hours 1/2 day


Comple!io$ Time

Li&eTrai$i$'Course

Dura!io$


6/22

6


FUNCTIONAL AREA - "ALE"

Course Name

Release

1 0

. 0 . 6

0 0

1 0

. 0 .

0 0

$usto%er Relationship anage%ent X X * hours 1 day

uote anage%ent X X 3 hours 1/2 day

.rder anage%ent X X * hours 1 day

$usto%er Pricing X X 3 hours 1/2 day

$ase anage%ent X X 3 hours 1/2 day

"e%and anage%ent X X * hours 1 day

$on


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.rder Ful


8/22

8


FUNCTIONAL AREA - "ER%ICE

Course Name

Release

1 0

. 0 . 6

0 0

1 0

. 0 .

0 0

Introduction to Pro ect anage%ent X X 3 hours 1/2 day

Pro ect anage%ent X X * hours 1 day

Pro ect >illing 0 $ost Plus??? X X 2 hours 1 day

Pro ect >illing 0 Fi ed Fee??? X X 2 hours 1 day

Pro ect >illing 0 Progress Pay%ents??? X X 2 hours 1 day

Pro ect >illing 0 'i%e and aterials??? X X 2 hours 1 day

'i%e and E pense anage%ent X X * hours 1 day


Comple!io$ Time

Li&eTrai$i$'Course

Dura!io$


9/22

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aintenance anage%ent X X * hours 1 day

Field &ervice X X 3 hours 1/2 day

???'he Pro ect >illing speci


10/22

10


FUNCTIONAL AREA - TOOL"

Course Name

Release

1 0

. 0 . 6

0 0

1 0

. 0 .

0 0

Epicor ERP Installation .vervie) ,vaila#le -ive .nly 1 dayEpicor &ocial Enterprise X X 3 hours 1/2 day&tyling and 'he%es X X 2 hours 1/4 dayIntroduction to the "ash#oard X X 3 hours 1/2 day"ata#ase $oncepts X X 2 hours 1/4 day>usiness ,ctivity ueries X X * hours 1 day,dvanced "ash#oards X X * hours 1 day& - &erver Reporting &ervices -. X * hours 1 dayE%#edded $usto%ization X X * hours 1 day+lo#al ,lerts X X 3 hours 1/2 dayIntroduction to E ecutive "ash#oards X X 2 hours 1/4 day

>uild an E ecutive "ash#oard X X * hours 1 day

Epicor 7e# ,ccess X X 3 hours 1/2 day

,uto Print X X 3 hours 1/2 day,dvanced E%#edded $usto%ization X X * hours 1 day>usiness Process anage%ent X X * hours 1 day

,dvanced >usiness Process anage%ent X X * hours 1 day

Epicor In!or%ation 7or(er !or Epicor ERP???? X X 2 hours 1/2 day

X X 2 hours 1/2 day

&yste% &etup and anage%ent X X * hours 1 day&yste% ,d%inistration X X * hours 1 day

Per!or%ance 'uning -. X * hours 1/2 day

Per!or%ance 'echni@ues ,vaila#le -ive .nly 1 day

Epicor &ervice $onnect !or Epicor ERP X X 12 hours 2 days

,dvanced Epicor &ervice $onnect !or Epicor ERP ,vaila#le -ive .nly 2 days


Comple!io$ Time

Li&eTrai$i$'Course

Dura!io$

Epicor In!or%ation 7or(er 0 ,d%inistration !or EpicorERP????


11/22

11


Enterprise &earch ,d%in -. X 4 hours 1/2 day

Epicor EP Per!or%ance $anvas X X * hours 1 day

Epicor EP &erver and $u#e $onnect X X * hours 1 day

Epicor EP $anvas Planning X X * hours 1 day

&o!t)are "eveloper it 9&" ; ,vaila#le -ive .nly G days

Epicor no)ledge entor ,uthor ,vaila#le -ive .nly 2 days

Introduction to X&.- In.rder ,vaila#le -ive .nly 1 day

????'he In!or%ation 7or(er speci


12/22

12

ap

(o) Roles

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tion orderla#le and the ti%e needed to co%plete this course on

d only 0 in the classroo% virtual or onsitecourse )hen taught live virtually and the nu%#er o!s )hen taught in the classroo% or onsite contactI$)e#

%ir!ualEduca!io$ Credi!s


13/22

13

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(o) Roles

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4

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,P $ler( ,R $ler( $F./$ontroller $ost,ccountant Payroll &taC

$F./$ontroller ,ccountant/Financial&pecialist ,P anager ,R anagerPayroll anager &yste% ,d%inistrator

,R $ler( $F./$ontroller $ost ,ccountantPayroll &taC

,P $ler( $F./$ontroller $ost ,ccountantPayroll &taC

$F./$ontroller $../.perations anager,ccount anager E%ployees )ho design


14/22

14

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,P $ler( ,R $ler( $F./$ontroller $ost,ccountant

$ost ,ccountant $F./$ontroller ,P $ler(,R $ler( Payroll &taC



$ost ,ccountant $F./$ontroller ,P $ler(,R $ler( $../.perations anager

,ccount anager &yste% ,d%inistrator


15/22

15

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(o) Roles

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14

J

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4

4 Purchasing &taC/>uyer $F./$ontroller

*

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J &hipping and Receiving* Purchasing anager

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$../.perations anager anager &hopFloor E%ployee &hop Floor anager&cheduler &hipping and Receiving ,Inspector Production anager Engineer

$ost ,ccountant &hipping and Receivingaterial Dandler Production anager

Purchasing &taC/>uyer $../.perationsanager

&hipping and Receiving anager ,Inspector

, Inspector .rder Entry &taC $usto%er&ervice Representative

Purchasing &taC/>uyer &hipping andReceiving , Inspector

&hipping and Receiving anager &hopFloor anager

$../.perations anager anager &hopFloor E%ployee &hop Floor anager&cheduler &hipping and Receiving ,Inspector Production anager Engineer

&hipping and Receiving Purchasing &taCPurchasing anager

1 day; and Purchase anage%ent 0 &pecialized


16/22

16

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$../.perations anager anager &hopFloor E%ployee &hop Floor anagerProduction anager Engineer &alesEngineer/Pre0sales

$../.perations anager &hop FloorE%ployee &hop Floor anager &chedulerProduction anager Engineer

$F./$ontroller $ost ,ccountant$../.perations anager &hop FloorE%ployee &hop Floor anager &chedulerProduction anager Engineer

&hop Floor E%ployee &hop Floor anagerProduction anager

$../.perations anager anager

&cheduler Production anager

$../.perations anager anager &hopFloor E%ployee &hop Floor anagerProduction anager

$../.perations anager &hop FloorE%ployee &hop Floor anager Production

anager

$F./$ontroller $ost ,ccountant$../.perations anager &hop FloorE%ployee &hop Floor anager &chedulerProduction anager Engineer

&hop Floor E%ployee &hop Floor anager&hipping and Receiving , InspectorProduction anager Engineer


17/22

17

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(o) Roles

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&ales anager .rder Entry &taC &alesRepresentative &ales Engineer/Pre0sales,ccount anager $usto%er &erviceRepresentative

&ales anager Production anagerEngineer &ales Representative &alesEngineer/Pre0sales ,ccount anager&hipping and Receiving &ales anager.rder Entry &taC &ales Representative&ales Engineer/Pre0sales ,ccount

anager $usto%er &erviceRepresentative&ales Representative &ales Engineer/Pre0sales ,ccount anager

&ales anager .rder Entry &taC &ales

Representative &ales Engineer/Pre0sales,ccount anager $usto%er &erviceRepresentative

$../.perations anager Productionanager &ales anager &ales

Engineer/Pre0&ales ,ccount anager&ales Representative

&ales anager &yste% ,d%inistratorI'/'echnical &taC &ales Representative &ales Engineer/Pre0

sales ,ccount anager &ales anagerProduction anager &ales anager&yste% ,d%inistrator I'/'echnical &taC


18/22

18

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anager Engineer Purchasing&taC/>uyer &ales anager .rder Entry&taC $usto%er &ervice Representative&ales Engineer/Pre0&ales ,ccount

anager &ales Representative &yste%,d%inistrator I'/'echnical &taC


19/22

19

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(o) Roles

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J &ales anager Production anager

J

J

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Production anager &ales anagerPro ect anager +eneral anager

$F./$ontroller ,R $ler( $../.perationsanager &hop Floor anager &cheduler

Production anager Engineer &alesanager .rder Entry &taC ,ccountanager







$ost ,ccountant $F./$ontroller ,P $ler($../.perations anager Payroll &taC&hop Floor E%ployee &hop Floor anager&cheduler Production anager &ales

anager &yste% ,d%inistratorI'/'echnical &taC


20/22

20

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.rder Entry &taC &ales Representative&ales Engineer/Pre0sales ,ccount

anager $usto%er &erviceRepresentative &ales anager


21/22

21

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'echnical &upport &pecialists &yste%,d%inistrator I'/'echnical &taC"epart%ent anagers

'echnical &upport &pecialists &yste%,d%inistrator I'/'echnical &taC"epart%ent anagers

Engineer &yste% ,d%inistratorI'/'echnical &taC


22/22

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'raining "evelopers "ocu%entation7riters &u# ect atter E perts

Pro ect anagers 'ea% -eads ProcessEngineers

e%ar(s o! Epicor &o!t)are $orporation ,ll otherdepicted in this docu%ent are produced #y Epicor &o!t)are

picor %a(es no )arranties e press or i%plied in thistion ,ll rights reserved

epicor 10.0.700 curriculum roadmap

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