Epicor End User Train

Task Department Assigned To

Validate Completion of EUP's
Accounting
Sales
Marketing
Shipping & Receiving
Engineering
Production Management
Job Management
Organize Data for Training
Organize End User Meeting to Explain Process
Validate Refresh of Training Environment
Validate Configuration of Training Environment
Validate installation of all Customizations
Organize Training Documents and assign EUP #
Accounting
Sales
Marketing
Shipping & Receiving
Engineering
Production Management
Job Management
Schedule Training - Refer to training Schedule
Deliver Training
Follow-Up End User Meeting to address Q & A.
End User Training Plan
Due Date Status
 Epicor End User Trainin

Department Description EUP

Accounting Fiscal Calendar Setup
Accounting Control Code Configuration
Accounting Financial Reports - AFR
Sales Customer Setup
Accounting Supplier Setup
Sales National Accounts
Accounting Bank Reconciliation
Accounting Month End Procedure
All Cutover Process
Accounting Cash Receipt Processing
Accounting Invoicing
Credit Memo Processing (Misc
Accounting/Sales and RMA)
Accounting Debit Memo Processing
Accounting Invoice Adjustment
Accounting Prepayments & Deposits
Accounting Misc. Invoicing
Accounting AR Write Off
Sales RMA Entry
Accounting Payment Processing
Accounting Void Payment
Accounting Accounts Payable
Accounting Accounts Receivable
Accounting Year End Closing
Sales Creating a Customer
Sales Create New Part - FG
Sales Modifying a Part - FG
Sales Order Entry
Sales RMA Processing
Sales Case Management
Sales Creating Ship Via
Sales Creating FOB
Sales Creating Customer Group
Sales Creating Price List
Sales Sales Person Management
Sales Quote Management
Sales History Lookup
Engineering Cost Rollup
Engineering Method of Manufacturing
Engineering Engineering Workbench
Engineering Engineering Management
Engineering Revision Control
Job Management Entering a Job
Job Management Planning
Job Management Issuing Material
Job Management Job Labor Collection
Job Management Job
MakeCompletion
To Order Jobs (Custom
Job Management Dyes)
Job Management Kanban Process
Job Management Job Reports
Job Management Resource Group Management
Job Management Job Management
Job Management Releasing Job
Job Management Closing Job
Job Management Labor Reporting
Job Management Shop Floor Reporting
Job Management Scheduling
Creating a New Part -
Inventory Management Component Part
Modifying a Part - Component
Inventory Management Part
Inventory Management Handhelds
All Dashboards and Trackers
Inventory Management UOM Management
Inventory Management Reports
All Part Tracker
Inventory Management Cycle Counting
Inventory Management Rim Fire Receiving
Shipping & Receiving Order Picking
Shipping & Receiving Order shipping
Shipping & Receiving Receiving
Shipping & Receiving Return Receipts
Shipping & Receiving RMA Receipts
Shipping & Receiving Receiving Inspection
Inspection Processing Inspection Queue
Inspection Processing Receiving Inspection
Inspection Processing Receiving Disposition
Inspection Processing DMR
Inspection Processing Corrective Action
Inspection Processing Disposition
Purchasing Creating the PO
Purchasing Printing the PO
Purchasing New PO Suggestions
Purchasing Change PO Suggesions
Purchasing Material POs
Purchasing Expense Item POs
Purchasing Oustide Processing POs
Purchasing Supplier Price Lists
Purchasing Approvals
Purchasing RFQ
Purchasing Buyers Workbench
Purchasing Returns
Payroll Processing
Payroll HCM
Technical BAQ's
Technical BPM's
Technical System Administration
Cutover Training Accounting
Cutover Training Material Management
Cutover Training Production
Cutover Training Engineering
Cutover Training Sales
Cutover Training Purchasing
Cutover Training Technical
Epicor End User Training Schedule
Accntg
Status (Complete/In
Trainer Training Date Progress)
 Accts
Payroll Payable Controller Account Mgmt

X
Customer Service
Sales Marketing
keting Ammo Bullets
Cases
Engineering
Production/Opera
Production/Operations Purchasing/Inventory Control
 Environmental Health and
ventory Control Supply Chain -Pkging/Shipping Safety Human Resources/Train
Human Resources/Training IT Exec Mgmt