Checklist Go Live (ERP)

Configure Stage Checklist
In the Configure stage, enter your data to use into the system. Notice the Menu Path column indicates where the program is located within Epicor. In the Resources column, the following are available as a reference:
- Implementation Guide: refers to the Epicor Implementation Guide on your SharePoint site in the Project Documents folder.
- Education Tutorial: refers to the education tutorials located within Epicor itself which are accessed via the graduate icon.
- User Guide: refers to the Epicor Application User Guide on your SharePoint site in the Project Documents folder.
System Management
Owner Due Date Completion Date PIM PIS PIH Program Description Why is this important? Menu Path
Company Maintenance Module
1. User Account Security Enter basic information, set up security, and apply application Allows you to control which System Setup > Security
Maintenance privileges for all users. If a production employee will only ever employees can access each Maintenance > User Account
access the system via the Manufacturing Execution System area of Express. Security Maintenance
(MES), you do not need to create a user ID for him/her.
2. Company Configuration Define company settings to customize Express to best fit your Specifies the starting number System Setup > Company/Site
company. for invoices, sales orders, and Maintenance > Company
purchase orders. Configuration
3. Site Configuration Set up how your site interacts with various functions such as Allows you to change the System Setup > Company/Site
the Inventory Management, Production Management, and default inventory bin locations Maintenance > Site
Shipping/Receiving modules. for receiving. Configuration
MEXICAN COMPANIES
4. Electronic Invoicing Set Up Set up electronic invoicing to complete with government's Allows you to send the System Setup > Company/Site
regulations. invoices to the governmet Maintenance > Company
4.5 Parche metodo pago Configuration
5.Electronic Accounting Set up electronic accounting to complete with government's Allows you to create the Many routes
regulations. reports that government
requests.
Financial Management
Owner Due Date Completion Date Program Description Why is this important? Menu Path
General Ledger Module
1. Fiscal Calendar Define the start and end date for your fiscal year and fiscal The current year is pre- Financial Management >
periods. populated. General Ledger > Setup >
Fiscal Calendar
2. Earliest Apply Date Defines the earliest transaction date you want to allow in the This is required to specify Financial Management >
system. Prevents transactions being made to prior years. when transactions can take General Ledger > General
place in your environment. Operations > Earliest Apply
Date
3. COA Category Define chart of accounts (COA) categories associated with Express is delivered with 19 Financial Management >
natural accounts. This association determines how Express categories, so typically, no General Ledger > Setup > COA
maintains account balances and the accounts that supply action is required. Category
financial statement (income statement, balance sheet)
values.
4. Journal Code Define codes to use to group journals. Express is delivered with 8 Financial Management >
journal code categories, so General Ledger > Setup >
typically no action is required. Journal Code
5. Chart of Accounts Defines the general ledger account segment structure and Verify the chart of accounts Financial Management >
characteristics for the chart of accounts. structure. General Ledger > Setup >
Revisar ctas nuevas Chart of Accounts
6. Account Segment Values Defines natural account segment values. Define segment values, for Financial Management >
example, different General Ledger > Setup >
Revisar ctas nuevas departments. Account Segment Values
7. General Ledger Account Used to link or attach natural account number to department Define valid general ledger Financial Management >
numbers. accounts for the chart of General Ledger > Setup >
Revisar ctas nuevas accounts. General Ledger Account
Epicor Express 9.05 | 1

8. Book Define the fiscal book. A book defines the currency, fiscal Changes are not typically Financial Management >
calendar, chart of accounts, and Retained Earnings account made to the book, unless you General Ledger > Setup > Book
used to generate financial statements. need to change the Retained
Earnings account.
9. GL Control Code This provides logic/rules for accounts debited/credited. Ensures all financial Financial Management >
Define the GL accounts and journal codes available during the transactions are balanced General Ledger > Setup > GL
posting process for a specific transaction. All the posting (debit/credit). Control Code
accounts Express uses for each business transaction are
defined through GL Control Maintenance. First, create the GL
control codes. Then, apply them to different areas in the
application. It is essentially a two-step process.
10. Financial Report Designer Review and/or create financial reports for your company. You This is an optional feature that Financial Management >
can create a report, select the data and accounts to display enables you to create custom General Ledger > Setup >
10.5 XL connect on the report, define the report layout, and select the report balance sheet and income Financial Report Designer
format. statement reports.
11. Upload Opening Balances Upload the last Balances of your accounting to the last day of This has to be done to have Financial Management > Cash
your previous fiscal period. our previous balances in Management > General
Epicor Operations > Bank Adjustment
Entry
12. Upload Bank Balances Upload Bank balances It is important to upload the Financial Management > >
Bank balances because they General Ledger > Journal Entry
have to be equal to their GL
account
13. Exchange Rate Upload Exchange Rates It is important to upload Financial Management >
Exchange Rates before urrency Management>
Uploading balancing in case General Ledger > Exchange
there are transactions with Rate
foreign currencies

Accounts Receivable Module
1. Aging Report Formats Defines aging "buckets" or categories for unpaid invoices. Express is delivered with a Financial Management >
default format, so typically no Accounts Receivable > Setup >
action is required. Aging Report Formats
2. Country Defines countries when customers and/or suppliers are Allows you to indicate specific Financial Management >
located. mailing address formats by Accounts Receivable > Setup >
country. Country
3. Bank Account Define bank accounts and select the GL controls that At least one bank account is Financial Management >
determine the accounts to which bank transactions post. required for both Accounts Accounts Receivable > Setup >
Bank accounts record transactions for supplier payments and Payable and Accounts Bank Account
receipts from customers. Receivable.
4. Sales Terms Establish conditions that define how customers pay their This is a required field on the Financial Management >
invoices (for example, discounts, number of payments, and Customer and in Invoice Entry. Accounts Receivable > Setup >
payment frequency). Terms
5. Ship Via Identify different methods to ship products to subcontractors This is an optional field in Sales Financial Management >
or customers. Order Entry. Accounts Receivable > Setup >
Ship Via
6. FOB Set up FOB term descriptions and delivery term codes. Free- This is an optional field in Sales Financial Management >
on-board, or freight-on-board (FOB,) is the point where legal Order Entry. Accounts Receivable > Setup >
title of goods passes from your company to a customer or FOB
from a supplier to your company.
7. Tax Type Use tax types to create specify types of taxes, such as city, Only required if you have Financial Management >
county, or state taxes. taxable products. Accounts Receivable > Setup >
Tax Type
8. Tax Liability Establish a tax liability to combine one or more specific tax Only required if you have Financial Management >
types. Then attach the tax liability to customer records. taxable products. Accounts Receivable > Setup >
Tax Liability
9. Role Code Assign role codes to employees, customer service These are useful if you want to Financial Management >
representatives, or sales representatives. track each resource's assigned Accounts Receivable > Setup >
capabilities. Role Code
10. Work Force The work force can represent your salespeople and company You can attach work force Financial Management >
employees involved with quoting . This differs from your records to customer records. Accounts Receivable > Setup >
production employees. Work Force
11. Sales Territory Set up sales territories. This program is useful when you want This is required when you Financial Management >
to assign salespeople to a territory and have them respond create a customer record. Accounts Receivable > Setup >
quickly to applicable leads and opportunities. Sales Territory
12. Product Group Set up product groups, which classify the different part types Allows you to track sales and Financial Management >
you sell. These classifications are used for General Ledger and cost of sales. Accounts Receivable > Setup >
sales analysis purposes. Product Group
13. Upload AR Open Invoices Upload AR Invoices that have not bein paid, so the collection Allows you to have your open Financial Management >
department can find the invoice in Epicor once they get the invoices in Epicor to apply Accounts Receivable > Setup >
cash receit. cash against them when you Open Invoice Load
get the payment.
14. Payment method AR

Accounts Payable Module
1. Payment Method Define how you will pay various transactions. You can select This is a required field when Financial Management >
specific payment methods as the default for bank accounts, you generate supplier Accounts Payable > Setup >
customers, suppliers, and banks linked to a supplier or a payments. Payment Method
customer.
2. Purchasing Terms Define terms that define the frequency, number of payments, This is a required field when Financial Management >
and discounts that apply to supplier invoices. you create supplier invoices. Accounts Payable > Setup >
Purchasing Terms
3. Supplier Groups Allows for grouping of suppliers for reporting purposes This is optional. Financial Management >
Accounts Payable > Setup >
Supplier Groups
4. Supplier Create supplier records which are businesses from whom you These pull into AP invoices and Financial Management >
purchase products and/or services. Supplier records are used purchase orders. Accounts Payable > Setup >
in several programs and are crucial for creating purchase Supplier
orders and Accounts Payable invoices.
5. Upload Supplier Banks Upload your supplier's banks in Mexican companies This is necessary as it is Financial Management >
(Mexico) requested for Electronic Accounts Payable > Setup >
Accouting. Supplier
6. Upload AP Open Invoices Upload AP Invoices that have not been paid, so the payment Allows you to have your open Financial Management >
department can find the invoice in Epicor once they pay this invoices in Epicor to apply Accounts Payable > Setup >
invoices. cash against them. Open Invoice Load
Material Management
Inventory Management Module
1. UOM Define UOM (Unit of Measure) codes, for example, Each, Express is delivered with a Material Management >
Feet, and Case. large set of pre-defined UOMs. Inventory Management >
Setup > UOM
2. UOM Class A UOM Class consists of a set of related UOM codes (for You must assign a UOM class Material Management >
example, Pints, Quarts, Gallons). code to each part number. Inventory Management >
Setup > UOM Class
3. Warehouse Set up warehouses in which you store inventory. You must have at least one Material Management >
warehouse. Inventory Management >
Setup > Warehouse
4. Warehouse Bin Identify specific bins where inventory is stored in a Each warehouse must have at Material Management >
warehouse. least one warehouse bin. Inventory Management >
Setup > Warehouse Bin
5. Part Class Establish part classes for inventory parts. Part classes are Classify or organize inventory. Material Management >
assigned to each part in Part Maintenance. Inventory Management >
Agregar nuevas Setup > Part Class
6. Part Enter or update part information. Parts are either purchased These are manufactured, Material Management >
items you use for raw materials or subassemblies or they are purchased, or sales kits. Inventory Management >
Agregar nuevas manufactured items you use to fulfill sales orders. Setup > Part
7. Cost Adjustment Enter cost adjustments to enter initial costing information for This is required to ensure your Material Management >
parts or to make adjustments. Important: Only complete this inventory valuation is correct. Inventory Management >
in Live when absolutely positive that the UOM Setup is General Operations > Cost
correct. Adjustment
8. Reason Code Assign standard explanations for actions in the system such Express is delivered with a Material Management >
as scrap and rework and inventory adjustments. large set of pre-defined reason Inventory Management >
codes. Setup > Reason Code
9. Quantity Adjustment Update the Inventory quantities to the last Cycle Counting. It This is required to ensure your Material Management >
is very important to do this after the COST ADJUSTMENT. inventory quantities are Inventory Management >
correct. General Operations > Quantity
Adjustment

Purchase Management Module
1. Buyer Create records for buyers responsible for your company's You can assign a buyer to each Material Management >
purchasing activities. purchase order. Purchase Management >
Piloto (Gaby y Thelma) Setup > Buyer
2. Supplier Price List Set up different price lists for a specific part either from one This is optional and enables Material Management >
supplier or from a group of suppliers who all could potentially supplier prices to default Purchase Management >
supply the part. when you create a purchase Setup > Supplier Price List
order.
3. Open PO Upload Allows you to have your Open PO's in Epicor to be able to It is important to do this if you Material Management >
receive that material. have Open PO to have them in Purchase Management >
the system. General Operations> Purchase
Order Entry

Production Management
Job Management Module
1. Department Create job departments, which can be used to group Employees must be assigned Production Management > Job
resource groups set up for organizational and reporting to a department. Management > Setup >
purposes. Department
2. Indirect Labor Create indirect labor codes used to track labor not performed Express is delivered with Production Management > Job
for a specific job. several pre-defined indirect Management > Setup >
labor codes. Indirect Labor
3. Employee Create an employee record for individuals who perform work Employees are your Production Management > Job
on jobs and enter labor in Time and Expense Entry or MES. production workers. Management > Setup >
Employee
4. Production Calendar Define working and non-working days and hours for A default calendar is provided. Production Management > Job
scheduling purposes. Management > Setup >
Production Calendar
5. Resource Group Set up resource groups and resources to assign to operations Defines "Where" or "Who" is Production Management > Job
used during job entry for scheduling purposes. Each resource performing a job operation. Management > Setup >
group must have at least one resource. Resource Group
6. Operation Define standard actions performed by shop employees when Defines "What" action is being Production Management > Job
working on a job. performed. Management > Setup >
Operation
Engineering Module
1. Method of Manufacturing Build and maintain the method of manufacture (MOM) for a Defines operation and Production Management >
part. The MOM for a part consists of a bill of material (BOM) material standards required to Engineering > General
and a bill of operations (BOO, also referred to as the routing). produce manufactured or Operations > Engineering
The BOM is a list of all the component parts needed to assembled parts. Workbench
produce the final part. The BOO (routing) is a list of all the
operations and resources needed to produce the final part.
MOM = BOM + BOO
2. Costing Workbench Retrieve current costs for parts, operations, and resource Generates rolled up costs for Production Management >
groups and roll them up into a distinct cost group that can be standard costed parts. Engineering > General
reviewed and maintained for a part. This becomes the Operations > Costing
standard cost for the part. Workbench
Sales Management
Customer Relationship Management Module
1. Task Type Classify tasks by the type of function each serves. This is required when you Sales Management >
define Tasks. Customer Relationship
Management > Setup > Task
Type
2. Task Specific action to be taken. Review tasks if you are using Sales Management >
Opportunity/Quote Entry to Customer Relationship
create quotes. Management > Setup > Task
3. Task Set A sequential listing of tasks to be completed. Review task sets if you are Sales Management >
using Opportunity/Quote Customer Relationship
Entry to create quotes. Management > Setup > Task
Set

4. Price List This is optional. Set up different price lists for different Allows for default pricing Sales Management >
customer/part number combinations. when you create a sales Customer Relationship
orders. Management > Setup > Price
List
5. Customer Groups Organizes customers into logical groupings, such as Industry You can filter Sales Gross Sales Management >
type. Margin and Sales Analysis Customer Relationship
reports by customer group. Management > Setup >
Customer Group
6. Customer Enter customer records. Customers are businesses to whom Required for quotes, sales Financial Management >
you sell products and/or services. orders, and invoices. Accounts Receivable > Setup >
Customer

located within Epicor. In the Resources column, the following are available as a reference:
Resource(s)
- Implementation Guide: page 6

- Education Tutorial: User Security
MEXICAN COMPANIES
- Consulting Recommended
Resource(s)

- Education Tutorial: Fiscal Calendar

- Education Tutorial: COA Category


Resource(s)



Resource(s)

- Education Tutorial: Bank Account

- Education Tutorial: Payment Terms
and Finance/Late Charges
- User Guide: Chapter 14, page 270


- Education Tutorial: Tax Setup

- Education Tutorial: Tax Setup



- Implementation Guide: page 10 &

EUP: E10 Creating Product Groups
from SharePoint > Project Documents

Resource(s)

- Education Tutorial: Purchasing Terms

- Education Tutorial: Supplier
Maintenance
- User Guide: Chapter 9, page 166;
Chapter 15, page 305
Resource(s)



- Education Tutorial: Warehouse and
Bin

- Education Tutorial: Warehouse and
Bin

- Education Tutorial: Part Class

- Education Tutorial: Part Entry
Chapter 10, page 193; Chapter 11,
page 208

EUP: E10 Updating Part Costs from
SharePoint > Project Documents


Resource(s)

- Education Tutorial: Buyer Entry

- Education Tutorial: Supplier Price List

Resource(s)
Resource(s)


- Education Tutorial: Shop Employee


- Education Tutorial: Resource Group

- Education Tutorial: Operation Entry

- Education Tutorial: Engineer a Part
- User Guide: Chapter 6, page 89 &
EUP: E10 Create a Method of
Manufacturing from SharePoint >
Project Documents

EUP: E10 Using the Costing Workbench
Resource(s)




Resource(s)
EUP: E10 Customer Price Lists from

- Tutorial: Customer Entry
Chapter 3, page 44

Configuration Flow
This portion of the Implementation Checklist shows you an example of how to sequence your Set-up. This flow assumes that t
Example Steps to Follow:
System Management: Financial Management - General

Ledger
1 User Account Security Maintenance Chart of Account

2 Company Configuration COA Category
3 Site Configuration Account Segment Values
4 General Ledger Account
5 Book
6 GL Control Code
7 Fiscal Calendar
8 Financial Report Designer
9 Earliest Apply Date
10 Upload Openinga Balances
11 Upload Bank Balances
12
13
14
15
16
17
18
19
20 Test below Steps in Pilot, but Only Com
21
22
sequence your Set-up. This flow assumes that there will be multiple people involved with your project.
Financial Management - Accounts Material Management: Production Management:

Receivable and Accounts Payable
Country Deparment
Sales and Purchasing Terms Indirect Labor
Payment Method Production Calendar
Ship Via Resource Groups
Bank Account Operations
FOB Employee
Role Code
Workforce UOM
Sales Territory UOM Class
Tax Type Warehouse
Tax Liability Warehouse Bin
Product Group Part Class
Supplier Groups Reason Code
Supplier Part
Aging Report Formats Supplier Price List Method of Manufacturing
Upload AR Open Invoices
Upload AP Open Invoices
Test below Steps in Pilot, but Only Complete In Live prior to Go Live
Cost Adjustment
Quantity Adjustment Costing Workbench
Sales Management:
Customer Group
Customer
Task Type
Task
Task Set
Price List
Validate Stage Checklist
In the Validate stage, test the data you have entered into the system and ensure you can run a transaction through the system from start to finish, from quote to receiving payment for your product. Run tran
daily basis. Also ensure you test each configuration you may use, for example, receiving payment electronically versus a check. The End User Procedure (EUP) Documents within Project Documents > Validatio
also contain useful documentation.
Completion Date Task Program Menu Path
1. Create a quote. Opportunity / Quote Sales Management > Customer Relationship

Management > General Operations >
Opportunity / Quote
2. Create a sales order. Order Entry Sales Management > Order Management >
General Operations > Order Entry
3. Create a job. Job Entry Production Management > Job Management >
General Operations > Job Entry
4. Issue material to the job. Mass Issue to Mfg Material Management > Inventory Management
> General Operations > Mass Issue to Mfg.
5. Generate purchase order (PO) suggestions. Generate Suggestions Material Management > Purchase Management
> General Operations > Generate Suggestions
6. Create a purchase order. Purchase Order Entry Material Management > Purchase Management
> General Operations > New PO Suggestions
7. Receive material from a supplier. Receipt Entry Material Management > Shipping / Receiving >
General Operations > Receipt Entry
8. Record labor. Time and Expense Entry or MES Production Management > Job Management >
General Operations > Time and Expense Entry OR
Open the MES Interface
9. Ship and receive parts from a subcontractor. Subcontractor Shipment Entry Material Management > Shipping / Receiving >
General Operations > Subcontractor Shipment
Entry
10. Complete the job. (after job receipt) Job Closing Production Management > Job Management >
General Operations > Job Closing after using
Material Management > Inventory Management
> General Operations > Job Receipt to Inventory
11. Ship the finished product. Customer Shipment Entry Material Management > Shipping / Receiving >
General Operations > Customer Shipment Entry
12. Invoice the customer. Invoice Entry Financial Management > Accounts Receivable >
General Operations > Invoice Entry
13. Receive payment for product. Cash Receipt Entry Financial Management > Accounts Receivable >
General Operations > Cash Receipt Entry
14. Receive Supplier Invoice Invoice Entry Financial Management > Accounts Payable >
General Operations > Invoice Entry
15. Pay supplier and subcontractor invoices. Payment Entry Financial Management > Accounts Payable >
General Operations > Payment Entry
16. Close the job. Job Closing Production Management > Job Management >
General Operations > Job Closing
17. Capture COS/WIP Activity Capture COS/WIP Activity Production Management > Job Management >
General Operations > Capture COS/WIP Activity
ish, from quote to receiving payment for your product. Run transactions as you would on a
ocedure (EUP) Documents within Project Documents > Validation of your SharePoint site will
Resource(s) Additional Steps to Review
- Implementation Guide: page 18 Review the Quote Form Report

- User Guide: Chapter 3 & EUP: E10
Creating a Quote From SharePoint >
Project Documents
- Implementation Guide: page 19 Review the Sales Order

- User Guide: Chapter 4 & EUP: E10 Acknowledgement Report
Creating a Sales Order (MTO) from
- Implementation Guide: page 19 Review Job Traveler and Production

- Education Tutorial: Job Entry, Job Detail Reports
Manager, and Job Traveler
- User Guide: Chapter 7
- Implementation Guide: page 21 Review Inventory/WIP

- Education Tutorial: Issue Material Reconciliation Report after
- User Guide: Chapter 11, page 219 & completing this step.
EUP: E10 Issuing and Returning
Materials from a Job from SharePoint >
Project Documents
- Implementation Guide: 21 Review New Suggestions from

- User Guide: Chapter 9, page 183 & Material Management > Purchase
EUP: E10 Utilizing Generate PO Management > General Operations
Suggestions > New PO Suggestions
- Implementation Guide: page 21 Review the PO Form Report

- Education Tutorial: Purchase Order
Entry
EUP: E10 Creating a Purchase Order

- Education Tutorial: Receive Material Reconciliation Report after
to Inventory completing this step.
EUP: E10 Receiving Goods from
- Implementation Guide: page 23 Review Production Detail Report

- Education Tutorial: Time Entry and Inventory/WIP Reconciliation
- User Guide: Chapter 7, page 133 & after completing Labor Transactions
EUP: E10 Using MES from SharePoint >
Project Documents

- User Guide: Chapter 12, page 253 Reconciliation Report after
completing this step.

- Education Tutorial: Job Reconciliation Report after
Complete/Close completing this step.
EUP: E10 Receive a Job into Inventory

- User Guide: Chapter 12, page 248 Reconciliation Report after
completing this step.
- Implementation Guide: page 24 Review the Edit List Prior to Posting

- User Guide: Chapter 14, page 276 & the Invoice Group
EUP: E10 Process AR Invoice from

- Education Tutorial: Cash Receipt Entry the Invoice Group
EUP: E10 Process AR Cash Receipt
- Implementation Guide: page 25 & Review the Edit List Prior to Posting
EUP: E10 Create an AP Invoice for a PO the Invoice Group
Receipt from SharePoint > Project
Documents

- User Guide: Chapter 15, page 308 & the Invoice Group
EUP: E10 Process AP Payments and
Check Printing from SharePoint >
Project Documents
- Implementation Guide: page 26 Review the Production Detail Report

- Education Tutorial: Job to verify Job Costs before Closing.
Complete/Close
- Implementation Guide: page 17 & Review Inventory/WIP

EUP: E10 Capture COS/WIP Activity Reconciliation Report after
from SharePoint > Project Documents completing this step.
Deploy Stage Checklist
In the Deploy stage, run the following reports and edit lists to ensure your financial activity is correct and that transactions are posting to the correct general ledger accounts.
Completion Date Report/Edit List Description Menu Path
Inventory/WIP Reconciliation Report Capture simulated cost of sales (COS) and work in process Material Management > Inventory Management > Reports >
(WIP) information. Inventory/WIP Reconciliation Report
AR Invoice Edit List Print the edit list to view all the invoices in the current group Financial Management > Accounts Receivable > General
and to verify all the invoices and invoice lines are correct. It Operations > Invoice Entry
also lists all the invoices that are currently on hold. You
should always review this edit list before you post the group
to the general ledger. The End User Procedure Documents
folder on your SharePoint site will also contain useful
documentation.
G/L Distribution Report Review accounts that contain transactions that are ready to Financial Management > Accounts Receivable > Reports > G/L
post. You can print transactions created during a specific Distribution
fiscal period or date range.
AP Invoice Edit List Print the edit list to view all the invoices in the current group Financial Management > Accounts Payable > General
and to verify all the invoices and invoice lines are correct. You Operations > Invoice Entry
should always review this edit list before you post the group
to the general ledger.
Journal Listing Report Create a list of detailed journal entries for the periods or date Financial Management > General Ledger > Report > Journal
range for the journals you select. Listing
Trial Balance Report Print balances from your trial balance account, as defined in Financial Management > General Ledger > Report > Trial
Chart of Account Structure Maintenance. You can specify Balance
which book and segments as well as which balance level
(Detail or Summary) to include in your report. You can also
print period or daily balances. This report is generated with
Crystal Reports, making it available for customization using
Crystal Report Designer.

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Configure Stage Checklist

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