EpicorERPImplementationGuide 905700 Part1of2

Epicor ERP Implementation Guide
Epicor ERP
Implementation
Guide
About Epicor Software Corporation
Epicor Software Corporation is a global leader delivering business software solutions to the manufacturing, distribution,
retail and services industries. With nearly 40 years of experience serving midmarket organizations and divisions of Global
1000 companies, Epicor has more than 20,000 customers in over 150 countries. Epicor enterprise resource planning
(ERP), point of sale (POS), supply chain management (SCM), and human capital management (HCM) enable companies to
drive increased efficiency and improve profitability. With a history of innovation, industry expertise and passion for excel-
lence, Epicor inspires customers to build lasting competitive advantage. Epicor provides the single point of accountability
that local, regional and global businesses demand. The Company’s headquarters are located in California, with offices and
affiliates worldwide. For more information, visit www.epicor.com.
About This Implementation Guide

This guide illustrates how you set up various areas of the Epicor application. It first explores the global module parameters
available for companies and plants. The guide then examines manufacturing, distribution, and financial setup features
that affect many processes throughout the application. It concludes by documenting how to set up system tools like at-
tachments, security, reports, and startup configurations. For details on any functionality not addressed in this guide or for
more information on how to use certain functionality, please refer to Epicor ERP education courses, review the application
help, reference other user/technical guides, or contact the Epicor Technical Support team.
Disclaimer
Copyright© 2012 by Epicor Software Corporation. All rights reserved. Printed in the United States of America. No part of
this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation. Epicor
is a trademark or registered trademark of Epicor Software Corporation in the United States and other countries. All other
trademarks are property of their respective owners. Microsoft® product screen shots reprinted with permission from Mi-
crosoft Corporation. Epicor Software Corporation makes no representations or warranties with respect to the contents of
this document and specifically disclaims any implied warranties of merchantability, satisfactory quality or fitness for any
particular purpose. The contents of this document are believed to be current and accurate as of its date of publication,
April 2012. Changes to this document between reprintings and other important information about the software product
are made or published in release notes, and you are urged to obtain the current release notes for the software product.
We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the
products or programs described in this publication at any time without notice. The usage of any Epicor Software shall be
pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel
shall be pursuant to Epicor’s standard services terms and conditions
Epicor Worldwide Headquarters

4120 Dublin Boulevard
Dublin, CA 94568
Phone 949.585.4000
FAX 949.585.4091 Release 9.05.700
http://www.epicor.com Distribution April 2012
Table of Contents
Chapter 1: The Epicor Environment .............................................................................................................................1
Interface Navigation ...........................................................................................................................................2
Log On ...............................................................................................................................................2
The Main Menu ...................................................................................................................................3
Styling and Themes ...............................................................................................................5
Module Navigation ..............................................................................................................................6
Program Interface ................................................................................................................................7
Standard Toolbar ...................................................................................................................8
Navigation Toolbar ................................................................................................................8
Currency Toolbar ...................................................................................................................9
Status Bar..............................................................................................................................9
Tree View ..............................................................................................................................9
Sheets .................................................................................................................................10
Grids ...................................................................................................................................11
New Records .......................................................................................................................12
Searches..............................................................................................................................14
Context Menus ...................................................................................................................16
Trackers............................................................................................................................................................16
Display-Only Trackers .........................................................................................................................17
Status Dashboards .............................................................................................................................20
Executive Dashboards ........................................................................................................................22
Epicor Everywhere Framework..........................................................................................................................24
Epicor Web Access.............................................................................................................................24
Epicor Mobile Access .........................................................................................................................25
Epicor Smart Client ............................................................................................................................26
Epicor University Resources ..............................................................................................................................26
Release Documentation .....................................................................................................................27
Feature Summary...............................................................................................................................27
Application Help ................................................................................................................................28
Annotate Help Topics ..........................................................................................................29
Field Help ..........................................................................................................................................30
Technical Reference Guides ................................................................................................................32
Embedded Courses............................................................................................................................33
User Guides .......................................................................................................................................35
Chapter 2: Company Configuration ...........................................................................................................................37
Company Configuration...................................................................................................................................38
Detail.................................................................................................................................................38
System...............................................................................................................................................39
General Settings..................................................................................................................39
Epicor Everywhere ...............................................................................................................40
Attachments .......................................................................................................................40
All Modules .......................................................................................................................................41
General ...............................................................................................................................41
Localization .........................................................................................................................42
Currency .............................................................................................................................46
GL Control ..........................................................................................................................47
Sales..................................................................................................................................................47
Quote .................................................................................................................................48
Order ..................................................................................................................................49
Customer Relationship Management (CRM) ........................................................................52
Case Management ..............................................................................................................53
Demand ..............................................................................................................................53
Production.........................................................................................................................................54
Job......................................................................................................................................55
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Data Collection ...................................................................................................................57
Product Lifecycle Management (PLM) ..................................................................................58
Quality Assurance (QA)........................................................................................................59
Material Requirements Planning (MRP) ................................................................................60
Materials ...........................................................................................................................................61
Inventory.............................................................................................................................61
Purchase .............................................................................................................................63
Shipping Receiving ..............................................................................................................64
Serial Mask Formats ............................................................................................................67
Finance..............................................................................................................................................68
Accounts Receivable............................................................................................................68
Accounts Payable ................................................................................................................73
General Ledger....................................................................................................................75
Payroll .................................................................................................................................76
Asset Management .............................................................................................................77
Tax Interface........................................................................................................................77
Payment Instruments...........................................................................................................80
Maintenance .....................................................................................................................................81
Services .............................................................................................................................................81
Field Service ........................................................................................................................81
Project Billing ......................................................................................................................82
Multi-Companies .............................................................................................................................................85
External Systems ................................................................................................................................86
External Companies ...........................................................................................................................87
Global Tables .....................................................................................................................................93
Chapter 3: Plants..........................................................................................................................................................95
Plants ................................................................................................................................................96
Plant Details ........................................................................................................................96
Address and Comments ......................................................................................................99
GL Controls .......................................................................................................................100
Plant Configurations ........................................................................................................................100
Select the Plant .................................................................................................................100
Inventory Management....................................................................................................................101
General .............................................................................................................................101
Shared Warehouses ...........................................................................................................103
Transfer Definition .............................................................................................................104
Transfer Resources.............................................................................................................106
Serial Tracking ...................................................................................................................107
Cycle Count ......................................................................................................................108
Time and Expense............................................................................................................................110
Time..................................................................................................................................111
Expense.............................................................................................................................113
Production Management .................................................................................................................114
Maintenance Management..............................................................................................................115
Advanced Material Management (AMM) .........................................................................................116
Shipping Receiving...........................................................................................................................117
General .............................................................................................................................118
General - International ......................................................................................................118
Billing................................................................................................................................120
FedEx ................................................................................................................................121
UPS ...................................................................................................................................122
Plant Costs ......................................................................................................................................123
Production Calendars.......................................................................................................................124
Create the Calendar ..........................................................................................................124
Non-Working Days ............................................................................................................125
Where Used ......................................................................................................................126
Week Numbers .................................................................................................................126
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Chapter 4: Part Parameters .......................................................................................................................................127
Part Classes .....................................................................................................................................128
Units of Measure .............................................................................................................................130
Unit of Measure Maintenance ...........................................................................................130
Unit of Measure Class Maintenance ..................................................................................131
Serial Number Masks .......................................................................................................................133
Restricted Substances ......................................................................................................................134
Substance Maintenance ....................................................................................................134
Substance Restriction Type Maintenance............................................................................134
Reference Designators .....................................................................................................................136
Reference Category Maintenance ......................................................................................136
Chapter 5: Personnel .................................................................................................................................................137
Persons and Contacts ......................................................................................................................138
Contact Creation...............................................................................................................138
Additional Contact Information .........................................................................................139
Links .................................................................................................................................140
Actions Menu Functions ....................................................................................................141
Shifts ...............................................................................................................................................141
Shift Breaks .......................................................................................................................142
Payroll Employees ............................................................................................................................143
Payroll, Deduction, and Tax Information.............................................................................144
Employees .......................................................................................................................................146
Employee Production Information......................................................................................147
Role Codes........................................................................................................................148
Employee Calendar ...........................................................................................................149
Time and Expense Approvals .............................................................................................149
Warehouse Teams............................................................................................................................151
Users ...............................................................................................................................................152
User Privileges ...................................................................................................................153
Companies........................................................................................................................157
Chapter 6: Warehouses and Bins..............................................................................................................................159
Warehouse Maintenance .................................................................................................................160
GL Controls .......................................................................................................................160
Warehouse Zones ............................................................................................................................161
Warehouse Bin Sizes ........................................................................................................................162
Warehouse Bins ...............................................................................................................................162
Warehouse Bin Setup Wizard...........................................................................................................164
Chapter 7: Multi-Currencies ......................................................................................................................................167
Multiple Currencies..........................................................................................................................168
Rate Types .......................................................................................................................................169
Conversion Rules...............................................................................................................171
Exchange Rates................................................................................................................................172
Rounding Engine .............................................................................................................................173
Currency Master Maintenance...........................................................................................174
Company Configuration....................................................................................................174
Customer Maintenance .....................................................................................................176
Chapter 8: General Ledger ........................................................................................................................................177
Fiscal Calendars ...............................................................................................................................178
Add Fiscal Calendar...........................................................................................................178
Add Fiscal Years.................................................................................................................178
Add Fiscal Periods..............................................................................................................179
Chart of Accounts ...........................................................................................................................179
Define Segment Values......................................................................................................180
Modify Display Order.........................................................................................................181
COA Categories...............................................................................................................................182
GL COA Reference Types .................................................................................................................183
Create Account Masks ......................................................................................................184
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Restricted Functions.........................................................................................................................184
Account Segment Values .................................................................................................................185
Natural Account Options ...................................................................................................186
General Ledger Accounts.................................................................................................................187
Generate Chart of Accounts..............................................................................................188
Self-Balancing Segments..................................................................................................................189
GL Account Budgets ........................................................................................................................190
GL Account Allocations....................................................................................................................191
Enter Allocation Detail Lines ..............................................................................................192
GL Control Types .............................................................................................................................192
GL Controls .....................................................................................................................................193
Journal Codes..................................................................................................................................194
Accounting Segment Mapping ........................................................................................................195
COA Mapping...................................................................................................................196
Books ..............................................................................................................................................197
Retained Earnings..............................................................................................................198
Report...............................................................................................................................199
Posting..............................................................................................................................199
Lookup Tables Setup ........................................................................................................................202
Lookup Table Links ............................................................................................................203
GL Transaction Types........................................................................................................................203
Select Transaction Type ......................................................................................................204
Create a Revision...............................................................................................................204
Incoming Document Template ...........................................................................................205
Add a Book .......................................................................................................................206
Daily Balances Setup ........................................................................................................................207
Financial Report Designer.................................................................................................................208
Chapter 9: Legal Numbers.........................................................................................................................................211
Transaction Document Types ............................................................................................................212
Legal Numbers.................................................................................................................................214
Default Sequences.............................................................................................................215
Alternate Prefixes and Sequences ......................................................................................216
Document Types................................................................................................................217
Chapter 10: Global Tax Engine..................................................................................................................................219
Cents Override.................................................................................................................................220
Tax Report Categories ......................................................................................................................220
Legal Text ........................................................................................................................................221
Tax Jurisdictions ...............................................................................................................................221
Tax Boxes.........................................................................................................................................222
Custom Tax Algorithms....................................................................................................................223
Tax Types .........................................................................................................................................225
Rates.................................................................................................................................226
International Descriptions ..................................................................................................231
European Union Data ........................................................................................................231
Product Tax Categories ....................................................................................................................231
Tax Liabilities....................................................................................................................................233
Tax Authorities.................................................................................................................................234
Chapter 11: Electronic Interfaces..............................................................................................................................235
Electronic Interfaces .........................................................................................................................236
Properties ..........................................................................................................................236
Pay Methods....................................................................................................................................238
Additional AP ....................................................................................................................239
Electronic Reports ............................................................................................................................240
Chapter 12: Automatic Data Processing ..................................................................................................................241
System Agents.................................................................................................................................242
Create a System Agent ......................................................................................................242
Create a Schedule .............................................................................................................244
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Create Task Routing Rules .................................................................................................245
View Task Parameters ........................................................................................................246
Select a Schedule ..............................................................................................................246
Process Set Maintenance .................................................................................................................247
Create a Process Set ..........................................................................................................248
Add Tasks to a Process Set .................................................................................................248
Schedule a Process Set ......................................................................................................250
System Monitor ...............................................................................................................................251
Chapter 13: Enterprise Content Management ........................................................................................................253
Functionality Setup.........................................................................................................................................254
Attachment Configuration...............................................................................................................254
Document Types ..............................................................................................................................255
Document Type Controls..................................................................................................................257
Third Party Parameters ...................................................................................................................................257
Document Type Metadata................................................................................................................258
External File References....................................................................................................................259
Document Associations....................................................................................................................260
Attaching Files .................................................................................................................................261
Attach File to Record .........................................................................................................261
Attached Files in Action.....................................................................................................263
Chapter 14: Reporting Tools .....................................................................................................................................265
Functionality Setup.........................................................................................................................................266
Report Type Configuration ...............................................................................................................266
Printer Maintenance ........................................................................................................................267
Work Station Maintenance ..............................................................................................................269
Report Definitions and Styles..........................................................................................................................270
Report Data Maintenance ................................................................................................................270
Report Style Maintenance ................................................................................................................282
Alternate Report Style Maintenance.................................................................................................285
Printing Reports .............................................................................................................................................288
Standard Print Options.....................................................................................................................288
SQL Server Report Print Controls ......................................................................................................291
The System Monitor.........................................................................................................................293
Report Form Customization .............................................................................................................294
Chapter 15: Security ..................................................................................................................................................299
Run Time Argument Menu Control..................................................................................................300
Security Group Maintenance............................................................................................................301
User Account Maintenance..............................................................................................................302
Menu Maintenance .........................................................................................................................304
Process Security Maintenance ..........................................................................................................308
Field Security Maintenance ..............................................................................................................312
System Activity Log..........................................................................................................................319
Security Reports .............................................................................................................................................320
Menu Security Report ......................................................................................................................320
Change Log Report..........................................................................................................................322
User Session Log Report...................................................................................................................322
Users/Groups Report........................................................................................................................323
Chapter 16: Startup Configurations .........................................................................................................................325
Configuration Settings File...............................................................................................................326
Configuration File Location................................................................................................326
Make a Copy of Default ....................................................................................................326
Multiple Configuration Files...............................................................................................326
The Configuration Editor ...................................................................................................326
Settings - The Complete List ..............................................................................................330
Run Time Arguments .......................................................................................................................339
Run Time Arguments List...................................................................................................340
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Introduction
Your Epicor application contains a number of setup programs, module parameters, and interface conventions. These
items configure the application to match the business practices, network, and system requirements for your organization.
You can fine-tune the application to reflect your day-to-day production cycle, define the multiple currencies through
which you conduct business, and set up financial books for different reporting purposes. You can also set up report gen-
eration defaults, file attachments, security, and other system wide parameters.
Use the Epicor Implementation User Guide to review these options. This material is intended for system managers and
other individuals responsible for setting up various areas of the Epicor application. Leverage this guide as a starting point
for understanding implementation options, as it contains an overview of the available interface features, major setup pro-
grams, and system functionality.
This guide begins with information about the interface and the tools available to improve your use of the application. It
next examines the company wide settings you define for each module. The guide then explores the supply side options
for each plant within your company as well as the high-level settings for part records. It then explores the financial setup
programs you can leverage to add multiple currencies, create books, define your chart of accounts, and fine-tune the
posting rules. The final chapters describe how you can automatically populate data in reports and trackers, attach exter-
nal files to Epicor records, modify system reports, define user security, and configure workstations.
Help topics and education courses are also available that provide more information on each item described in this guide.
You should also work with your consultant before making any final decisions on how to best set up the application.
When you configure the application to closely match your business and system needs, you maximize your investment in
the Epicor application.
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THE EPICOR ENVIRONMENT | CHAPTER 1
Chapter 1
The Epicor Environment
The Main Menu is your home base within the Epicor application. Each program contains the functionality you need to enter
and manipulate data such as toolbars and sheets. A sheet is a layer of a program interface that contains related data input
and functionality. Programs such as Carrier Maintenance contain two sheets – a detail sheet and a list sheet. More complex
programs like Sales Order Entry contain multiple sheets that accommodate the different ways in which organizations process
orders. In this chapter, you will explore sheets and the data entry elements found on sheets – like check boxes, grids, context
menus, and radio buttons.
Trackers are query programs you use to drill into the details of your database. Trackers are also a secure way for users to view
system data without updating information. Whether you are looking for related job information, quote information, or the
status of shipments, receipts, or financial transactions, trackers are the programs you use to access this information. The
application supports three types of trackers – display only, status dashboards, and executive dashboards.
This chapter also describes the Epicor Everywhere Framework™ - a unique technology that stores all client business logic as
tagged XML metadata. This permits the Epicor application to run as a smart client, Web client, or mobile device application,
all from the same source code. At the end of this chapter, the educational resources available from Epicor University are
described - such as feature summaries, application help, technical reference guides, embedded courses, and release
documentation. You should frequently leverage the documentation and education content to improve your use of the Epicor
application.
Once you understand the interface and the educational resources available, you are better able to reduce the technology,
integration, and accessibility barriers that reduce productivity.
EPICOR SOFTWARE CORPORATION | 1

CHAPTER 1 | THE EPICOR ENVIRONMENT
Interface Navigation
This section explains how to use the Main Menu, how to find and access programs within modules, and how to navigate within active
programs.
Log On
Before you can log into the Epicor application, your System Administrator must set up your personal account record through User
Maintenance. The User Name defined on this record gives you access to the application. When you first log in, you create a unique
password for your user account; only you know this password.
1. Click the Epicor icon on your desktop. 1
2. The Log On window displays. Enter your User name.
3. Either create a new Password or enter an existing

password for this user account.
4. Click OK.
The Main Menu displays.
2
3
2 | EPICOR SOFTWARE CORPORATION

The Main Menu

The Main Menu is your home base within the interface; through it you have access to all modules and programs in the Epicor
application. The Main Menu has the following features:
1. Menu bar – Use the Menu bar

located at the top of the Main 1
Menu to set your view, change 2
4
the current company and plant,
select the language for your 5 3
session, access application help,
and so on. The Menu toolbar, located 6
below the Menu bar, holds icons that
7
you use to quickly launch functions
also found under the Options menu of
the Menu bar.
8
2. History toolbar – Click the Down
Arrow within this toolbar to view the
list of programs you recently launched.
You can select one of these options
and click the Go button to activate the
program again.
To clear history, from the Options

menu, select Preferences. On the
General sheet, click the Clear
History button and click OK.
3. If you right-click a toolbar, a context

menu displays. Use this context menu to hide or show the Menu and History toolbars, to set (lock) the toolbars into their current
positions, and to customize the toolbars to match your needs.
4. Click the Menu Groups tab to display the Main Menu folder list.
5. The Main Menu folder list is an explorer-type tree view of all companies and plants within your organization, including the
module categories and modules.
6. In this example, Epicor Corporation, Epicor Financials, and Epicor USA are some of the companies in this organization. You can
switch between companies by selecting the company you need on the Main Menu folder list. (You must have rights to switch
between companies.)
7. Notice the Epicor USA company has multiple plants. Some plants in this company are Evanston, Los Angeles, and Main Plant.
You can switch between plants within the current company by selecting the plant you need on the Main Menu folder list.
8. You access programs within a plant. Programs are grouped first by module category, then by module, and last by function.
Review the next section, Module Navigation, on how to access programs using these groupings. The information that displays in
a program pertains to the specific company and plant from which the program was launched.

9. Optionally use the Module Category

buttons located below the Main
Menu folder list to quickly access 10
the modules within a specific module
category. The Production Management
button is selected in this example.
10. The Menu Groups sheet now displays

the module group (in this example,
Production Management) in its title bar.
When you select the module you need,
the function folders for the module
display. You expand the function folder
to view and access a program. In this
example, the Engineering module and
General Operations folder are selected.
11. Status Bar – Use the Status Bar to

view session information such as
current user, current plant, time, date,
and so on. The default language for 9
the current user also displays. The
interface can appear in a different 11
language for each user.
12. Favorites – Use Favorites to access

shortcuts to programs you frequently
use.
13. To add a favorite option, right-click the

program for which you want to create
a shortcut. Select Add to Favorites 12
Bar from the context menu.
You can also add shortcuts that

launch external applications such
as a spreadsheet program.
13

Styling and Themes

You have complete control over the look and feel of the entire interface through its styling functionality. Use this functionality to
display user interfaces unique to your company, departments, and users. A theme is a collection of style modifications that can include
unique looks for buttons, check boxes, fields, and colors. For more information on how to create and manage styles, review the
Styling and Themes chapter in the Epicor ICE User Experience and Customization Guide. Information on styling is also available in
application help.
To display the interface using a different style:
1. From the Main Menu, select the Options menu.
2. Highlight the Styling submenu and select Load

Style Theme. 1
3
3. The Load Style Theme (Open)
window displays.
4. Select any style available on your client

installation.
5. Click Open.
4

6. The interface now displays using the selected style.
In this example, you switched to a style with a smaller

font.
Module Navigation
Programs are grouped first by module category, then by module, and last by function. This section reviews these different groupings.
1. Select the Menu Groups sheet to view the

Main Menu folder list.
2. Module Category – Related modules are 5

found within a module category. For 1
example, all the financial modules such as
Accounts Payable, Accounts Receivable, General
Ledger, and so on are found within the Financial
Management module category.
3. Module – Typically, each module has a folder.

For example, Accounts Receivable, Order
Management, and so on.

4. Function – Within a module, programs are grouped by their function.
• Setup – Maintenance programs included for the current module. For example, Bank Fee and Terms are maintenance programs
found in the Setup folder for the Accounts Receivable module.
• General Operations – Entry and tracker programs included for the current module. For example, AR Invoice Entry and
Customer Tracker are entry and tracker programs found in the General Operations folder for the Accounts Receivable module.
• Reports – Reports included for the current module. For example, the Commission and Sales Analysis reports are found in the
Reports folder for the Accounts Receivable module.
5. Program – When you click a function folder, all programs in that folder display in the pane located on the right side of the Main
Menu. Programs contain all the functionality you need to enter and manipulate data. Review the next section, Program Interface,
on how to use this functionality.
Program Interface
Programs contain the functionality you need to enter and manipulate data. Each program uses toolbars and sheets for navigation and
data entry.
1. Program Menu toolbar – This 1

toolbar contains the drop-down 2
menus for the program. Most of
these menus contain features common
6 3 4
to all programs; the Actions menu
contains functionality unique to the
current program.
2. Standard toolbar – This toolbar

contains buttons you use to manipulate
data on the current record such as
save, delete, copy, and paste. 5
3. Navigation toolbar – Use this toolbar
to move through all the records
currently selected for display within the
program.
4. Currency toolbar – Use this toolbar to

convert transaction amounts displayed
within the current record to a different
currency available within the
7
company.
5. Tree View – Another navigation tool, use the Tree View to select specific items contained within each record. The selected items
then display on the program sheets.
6. Sheets – A program is divided into layers, or sheets, of related functionality. Each sheet contains fields that define a specific item
on the current record.
7. Status Bar – The bottom toolbar displays information about the current session; for example, current user, date, time, current
company, and so on. You can choose the information that displays on the Status Bar. To do this, click the Tools menu and select
Options.

Standard Toolbar
The Standard toolbar contains buttons you use to manipulate data on the current record such as save, delete, copy, and paste. The
buttons found on the toolbar change based on the program you are
currently using. The most common buttons are: 2 4 6 8 10
1. New – Click this button to create a new record. Some

programs require you add additional new items to the
current record. For example, you add sales order lines to
a sales order record. To create these multiple items, 1 3 5 7 9 11
some New buttons also have a drop-down menu. To
display this menu, click the Down Arrow button.
2. Save – Click this button to save the current record to your database.
3. Delete – Click this button to remove the current record or record item (for example, a sales order detail line) from the database.
4. Change Log – Select this button to display the Change Log. All the changes made to the current record display within this log.
5. Memo – Click this button to view any memos written for the current
record. If a memo or attachment is linked to a record, a star
appears on the button icon.
6. Attachments – Click this button to access and view any files attached to
the current record.
7. Refresh – Click this button to reload the data within the current record. Any changes made to the open records by you or other
users display within the fields.
8. Clear – Click this button to remove all the data from the current program. Any unsaved changes are discarded and any open
records are closed.
9. Print – Click this button to print the current record.
10. Cut, Copy, and Paste – Click these buttons to edit text on the current record. You can remove or duplicate text in any field
within the program; you can then paste this text into another field.
11. Undo – Click this button to remove the last action you performed within the program.
Navigation Toolbar
Use the Navigation toolbar to find a specific record to display within the program. All the records you created since entering the
program and the records you pulled in from the corresponding Search window are available.
1. Search – Click this button to launch the main search

window for the current program. Use this window to
find and select all the records you want to review
within the active program. In most search windows, 1 2 3 4 5 6
you can select multiple records at the same time. The search functionality is explored later in this chapter.
2. First Record – Click this button to display the first record.
3. Previous Record – Click this button to display the record numerically just ahead of the current record.
4. Current Record – This field displays the current record displayed within the program. To see a list of all the records currently
loaded into the program, click the Down Arrow button.
5. Next Record – Click this button to display the record numerically just after the current record.
6. Last Record – Click this button to display the final record.

Currency Toolbar
Use the Currency toolbar to quickly convert the transaction amounts displayed within the current record to a different currency. When
you select a different currency, all the amounts within the current record convert to reflect the current exchange rate and conversion
rule assigned the source (original) and target (selected) currency pair.
To use the Currency toolbar:

1
1. Click the Down Arrow on the toolbar.
2
2. The list displays the currencies available within the company. Select the currency you need.
The Currency toolbar now displays the selected currency; all the amounts within the current record update to
show the recalculated amounts.
Your company can have several currencies available. The currency functionality is explored in more detail within the Multi-Currency
Management chapter in the Epicor ERP Implementation Guide.
Status Bar
The Status Bar is found at the bottom of
each program window. It displays
information about the current session such as current user, date, time, current company, and so on. You can choose the information
that displays on the Status Bar. To do this, click the Tools menu and select Options.
Tree View
The Tree View is a tool you use to navigate through the items that make up a selected, complex record.
The current record automatically displays

within the Tree View. When you expand the
nodes on the tree by clicking the + icons,
you can quickly locate (or drill down) to a
specific item within a record.
In this example, you selected a release from

order 5176. When you select this node on
the Tree View, the Release sheet
automatically displays with the selected
order release information.

Sheets
A sheet is a layer of a program interface that contains related functionality and is the main input and display area for a program.
Sheets may contain grids and other elements. As you create a record, one or more sheets are used to complete the record.
To navigate through all the sheets in a

program, you click the tabs for each sheet.
You can also display sheets within the Tree
View by clicking on its related node.
Some tabs group together related sheets. In

this example, the Lines tab contains all the
sheets related to entering and editing order
detail lines.
Entry Sheets
Each program has one or more Entry sheets that hold data entry elements such as check boxes, combo boxes, group boxes, radio
buttons, and text boxes.
You use these data entry elements to enter

the details for a specific aspect of a record.
For example, use this entry sheet to enter
the details for an order line.

List Sheets
List sheets display data through a grid

format. These sheets are always linked to an
Entry sheet – usually a Detail sheet. If the
Detail sheet can be used to enter multiple
items, in this example, order detail lines, all
of these items contained within the current
record display on the List sheet grid. Some
list sheets contain additional information as
well.
Grids
Grids display information through a series of columns and rows. Each column displays a category of information, like Part Number,
while each row displays data from individual records.
Grids are designed so you can quickly enter data. When you create a new item, like a detail line, you can add the information directly
through the grid. You move through the row’s fields by pressing the Tab key on your keyboard.
1. In this example, a new row has been

added to this grid. You can now use
this row to enter a new detail line on
2
the current order.
2. You can also delete rows on a grid. To

1
do this, highlight the row as shown
and then click Delete on the Standard
toolbar.
To learn more about grid

functionality, review the Epicor ICE
User Experience and Customization
Guide. Information on modifying
grids is also available within
application help.

New Records
You create new records using a consistent set of interface features. Most maintenance and entry programs contain a New button and
a couple New submenus you use to activate fields on sheets and then enter data. You can also add new records by selecting a sheet
and clicking the New button.
The following section explores how you add new records to the Epicor database:
1. To create a new primary record like a

sales order, AR invoice group, chart of
accounts, and so on, click New on the
Standard toolbar.
1
2. For complex records, you create child

items like detail lines and invoices. You
can add these child items through
2
different interface features. To
create a child item using the
3
Standard toolbar, click the Down
Arrow next to the New button.
3. Select the child item you want from this

menu. In this sales order example, you
select New Line.

4. You can also add new records 4

through the File menu. To do this,
first click the File menu to display
its options. 5
6
5. Highlight the New sub-menu.
6. The list of new options appear on this

sub-menu. To create a new record or
child item, select its corresponding
option from this menu. In this sales
order example, you select New Line.
7. You can also create new child items 9 7

by selecting specific sheets and
clicking the New button. To do this, 8
navigate to the sheet that contains
the child item you need to add. In this
sales order example, you navigate to
the Lines > Detail sheet.
8. Now click the New button. The fields

on this sheet activate for data entry.
9. Enter the data you need on the record.

When you finish, click Save.

Searches
Search programs are available throughout the application. Use these programs to find and select the specific records to display within
another program. In each search program, you can filter and organize search results through record specific criteria. You can then
select a single record or a group of records.
You launch a search window by clicking a

Search button next to a key field. These
buttons are found on sheets throughout the
interface. The button label indicates what
specific records this search program locates.
In this example, when you click the Sales
Order button, the Sales Order Search
window displays where you can find and
select specific sales orders.
Here’s how to use the primary features available on each search window:
1. Sort By – Select an option on this

drop-down list to organize the search
results by a specific field found in the
record. The results display in
descending order.
2. Starting At – Enter a character to 4

indicate where in the code master you
would like to begin your search. For 1
example, enter 200 to display all sales 2
orders starting at 200.
3
3. Additional Filters – Further limit your
search results. In this example, you can
limit the results by Order Type (Open or
Closed) and Customer record.
4. When you define the filters you want, click the Search button.

5. The records that match your search

criteria display within the Search
Results grid.
6. To select specific records from the

Search Results grid, highlight its row
and click OK.
7. To select all search results, click the

Select All button and then click OK.
You can now view the selected record or

records within the current program.
5
You can also set up Named Searches,

Quick Searches, BAQ (Business Activity
Query) Searches, Advanced Searches,
and Data Tag searches. To learn more
about this search functionality, review
the Epicor ICE Tools User Guide.
Information on customized searches is
also available within application help.
6 7

Context Menus
The Open With feature is available on many of the key data fields in the application. A triangle in the upper right corner of a field
indicates this functionality is available. You access this functionality by right-clicking while your cursor is positioned in one of these key
fields. An Open With context menu applicable for that field displays. You can select any option on the menu such as a search
program, entry program, or tracker program.
1. In this example, the context

menu for the Customer field
displays.
2. Select Open With from the

context menu to launch the 2
Customer Entry, Customer
1
Display, Customer Tracker, and
Customer Search programs. 3
4
5
3. If BPM Holds is selected, the
application looks for a 6
Business Process Management
hold against this order. This
functionality places a status
on certain records; this status
can cause the application to do various actions, like verify the data within the record or display an informational message.
4. You can also use this program to Cut, Copy, and Paste text within the Business Process Management (BPM) functionality is
field. a toolset managers and system administrators use to
regulate data entry within the Epicor application. For
5. Use the Select All command to select all the text within a field. more details on BPM functionality, review the Epicor
ICE Tools User Guide. Information on BPM is also
6. Use the Spelling command to launch the Spelling Checker. Run this
available within application help.
tool to verify whether the text in the current field is spelled correctly.
Trackers
Trackers are query programs you use to drill into the details of your database. Trackers are also a secure way for users to view system
data without updating sensitive information. Whether you are looking for related job information, quote information, or the status of
shipments, receipts, or financial transactions, trackers are the vehicles you use to access this information in the application.
The application supports three types of trackers - display-only, status If you have Dashboard Designer privileges, you can
dashboards, and executive dashboards. All types of trackers share similar create a new dashboard that displays specific data
features, but an individual tracker may not contain all of the features. The you need. To learn about creating a new dashboard,
ability to identify each individual tracker as one type versus the other is not review the Epicor ICE Tools User Guide. Information
important, but you should understand the basic features and navigation on creating new dashboards is also available in
techniques of all the tracker types in order to display information for a specific application help.
business situation.
Trackers are found in the General Operations folder for each module. Since much of the information available in these programs also
relates to other functional areas within the application, many of the trackers are found within other modules. All trackers, however,
can be found under the Executive Analysis folder in the Trackers, Status Dashboards, or ShopVision folders.
This section provides you with an overview of the elements and navigation techniques of display-only trackers, status dashboards, and
executive dashboards.

Display-Only Trackers
Display-only trackers primarily show you information found in corresponding maintenance and entry programs. Examples of display
only trackers are Customer Display, Part Display, and the Job Tracker. The main elements of display-only trackers are detail sheets,
grids, and supplemental sheets.
Customer Display
The Customer Display tracker is a display-only version of the Customer Maintenance entry program. You cannot add or update
customer records in this tracker.
Main Menu Path: Executive Analysis > Trackers > Customer Display
1. Click the Customer button.
2. The Customer Search window

displays. Click the Search button to
retrieve the customer records.
1
3. Select a customer from the list.
4. Click OK.
2
5. Notice the New button on the toolbar

is not available. You cannot add
customer records through this
tracker program. 5
6. Also notice the sheets and fields are

identical to Customer Maintenance, but
they display as read-only.
EPICOR SOFTWARE CORPORATION | 17 EPICOR SOFTWARE CORPORATION | 17

Sales Order Tracker
The Sales Order Tracker contains many elements you also find in Sales Order Entry. The Summary, Header, Lines, and Releases sheets
are identical to their corresponding sheets within the entry program. The only difference is, like the Customer Display tracker, these
sheets, and the fields on the sheets, display as read-only.
This tracker also contains supplemental sheets that provide additional transaction information related to the sales order currently
displayed. For example, you can also review the invoices, miscellaneous shipments, and consolidated invoices created for the current
sales order. These sheets are not available within Sales Order Entry.
Main Menu Path: Executive Analysis > Trackers > Order Tracker
1. Click the Sales Order button.
2. The Sales Order Search window

displays. Define parameters to filter the
1
search results. Notice you can filter the
search results by a Starting At
identifier, Order Type, and Customer.
You can also sort the results using
different methods. 2 3
3. Click the Search button.
4. Select the sales orders that you wish to

view. In this example, you click the
Select All button. This indicates you
want to pull in all sales orders to the
Sales Order Tracker.
5. Click OK.
5 4
6. The first sales order in the list of

selected records displays within the
tracker. You navigate through the
different sales orders using the
Navigation toolbar at the top of the
tracker. In this example, you wish to
display sales order 5176.

7. The Summary sheet displays

overview information for the
selected sales order.
8. Use the Tree View to 7

navigate to a specific sales
order release.
9. When you click the release,

the Releases > Detail sheet
displays the current
information about this specific 9
release.

10. The Invoices, Miscellaneous

Shipments, and 10
Consolidated Invoices
sheets are supplemental
11
sheets not found within Sales 12
Order Entry. These sheets
display transactions related to
the selected sales order.
Click the Invoices tab to display all the invoices currently created for the selected sales order.
11. When you first display this supplemental sheet, no data displays within the Invoices grid. You need to pull current invoice data
into this sheet. To do this, click the Retrieve button.
12. Invoice data now displays in the Invoices grid. Notice in this example, invoice 10042 was created for sales order 5176.
Status Dashboards
Status dashboards retrieve records according to a specific status. For example, the Job Status dashboard groups jobs together by
Active, Complete, and Closed status levels. These records display on separate status sheets. The Sales Order Status dashboard groups
sales orders by Open, Late, and Completed Releases; it also displays related Shipment statuses.
Opportunity/Quote Status Dashboard
The Opportunity/Quote Status Dashboard shows you selected quotes grouped by different statuses like Open, Due + 1 Week, Expires,
and FollowUp.
Main Menu Path: Executive Analysis > Status Dashboards > Opportunity/Quote Status
To use this status dashboard:
1. The Advanced Search

sheet displays at the 3
top of this tracker. To filter
the search results, you
can enter search criteria 1
into any of the specific
fields. 2
2. In this example, you enter a

value in the Cust. ID field.
You can also add other values
to filter the results even
more. For example, you 4
could also enter a Part value
to only display quotes for a
specific customer and part.
3. To retrieve records that match

the search criteria, click the
Refresh button.
4. You can now view the Open

quotes retrieved for customer
Dalton by navigating to the
Open sheet.

5. To review all the quotes which

are due, click the Due tab.
6. The Context Menu options

change based on the record
and the selected column. In
this example, when you right-
click the quote number and
select the Open With option
from the context menu, you
can access the current quote
within different programs, 5
including the
Opportunity/Quote Tracker.
7. To change the Advanced

Search criteria, click any field
on the Advanced Search 8
sheet.
7
8. Click the Clear button.
You can now enter new search

criteria and refresh the dashboard
with new information.

Executive Dashboards
The executive (ShopVision) dashboards display strategic data required for critical short and long term decisions. The data displays in an
enhanced dashboard which contains a dynamic graphing tool you use to sort and group the data in a grid, pie chart, or bar chart
view. If your organization uses the ShopVision module, these powerful dashboards are available to you.
In order for these dashboards to display current data, its executive query must be refreshed. This enhanced query pulls data from two
tables and combines, or aggregates, this data for dimensional views. You then review this data through both grid and chart displays.
During this example, you learn how to display data within the Supplier Performance executive dashboard.
Execute a Process Set
Before you launch the Supplier Performance executive dashboard, you need to populate its executive query with data. You do this by
either scheduling, or immediately executing, a process set. A process set contains one or more related programs you wish to run in a
sequence you define. Each program linked to the process set is considered a task. When a process set executes, all tasks linked to it
are launched in the sequence defined by the process set; they then generate current data.
When you schedule a process set, the data is updated during a regular schedule you select. You explore how to assign schedules to
process sets in the Automatic Data Processing chapter in the Epicor ERP Implementation Guide. You can, however, always run, or
execute, a process set immediately to gather current data for an executive dashboard.
Main Menu Path: Executive Analysis > Business Activity Management > General Operations > Schedule Process Set
To run a process set:
1. From the Process Set drop-

down list, select zSVSupplierPerf
– EPIC03. This item is the
5 6
process set that populates
the Supplier Performance
executive dashboard with
current data.
1 3
2. From the Schedule drop-down
list, select Now. This indicates 2
you want this process set to run 4
immediately.
3. If you want this process to run

on an automatic schedule, you
would select a schedule other
than Now and then select the Recurring check box.
4. In the User Description field, enter Supplier Performance Today.
5. Click Submit on the Standard toolbar.
6. Close the Schedule Process Set window.

Populate Supplier Performance
You now launch the Supplier Performance executive dashboard and display the current data.
Main Menu Path: Executive Analysis > ShopVision > Supplier Performance
1. To display the data you

just gathered through 1
the process set, click the
Refresh button.
2 4
2. Data displays within the
executive dashboard. Each
executive dashboard defines
its search fields and criteria as
dimensions. Select a different
dimension from the available
options to display the data
you refreshed through the
process set. From the
Dimension ID grid, select
Buyer.
3
3. From the Dimension
Detail grid, select Brian
Howard.
4. The Summary Data grid

populates with the current
monthly receipts totals for
Brian Howard.
5. Click the Fiscal Year

Performance tab; the
Summary Data grid displays
Brian Howard’s performance
5
year to year.
6. Notice the chart view also

updates to display Brian
Howard’s fiscal year
performance information.
7. If you need, click the 7

Settings tab to modify the 6
chart used to graphically
display this data.

Epicor Everywhere Framework

Epicor Everywhere Framework is a unique technology that stores all client business logic as tagged XML metadata. This permits Epicor
applications to run as smart clients, Web clients or mobile device applications, all from the same source code. This framework also
ensures that user customizations and personalizations stay compatible, whatever the user interface.
Epicor Web Access

Browser-based clients provide a more convenient way to access business information and are easier to deploy. Epicor Web Access™
displays programs as web forms within a browser window and is a significant part of the Epicor Everywhere Framework.
These forms are generated from Epicor 9 programs. Because of this, the appearance and functionality of the Epicor Web Access forms
is nearly identical to the Epicor smart client programs, but do not require the installation of the Epicor client. You can run Epicor Web
Access programs on multiple operating systems and on multiple devices including handheld devices.
Your system administrator gives users permission to launch the Epicor Everywhere (web-based) interface through User Maintenance.
The Security sheet contains the Epicor Web Access check box; once your system administrator selects this check box for your user
account, you have rights to log into the web-based interface. Just like any other web site, you point your web browser to the web
address for your Epicor application. And just like the smart client, you need to enter your user ID and password to view the web
forms.
To navigate within the Epicor Web Access interface:
1. The Main Menu tab displays

the companies and plants in
your organization. Select the
company and plant you need.
7 4
2. The Favorites tab 1 2
displays all shortcuts to
programs you want to quickly 5
access. You define these
shortcuts. 6
3. Notice you navigate within

the Main Menu folder list the
same way as the smart client
interface. In this example, you 3
want to launch Country
Maintenance, so you use this
Main Menu Path: Sales
Management > Order
Management > Setup >
Country.
4. When you launch multiple

programs, they appear as
separate tabs. In this example, the Country, Fulfilment Workbench, and Sales Order Backlog programs are all active. Select a
specific tab to display the program you need. In this example, you select Country.
5. You navigate within a program using its available sheets.
6. To record your information, click the Save button on the Standard toolbar.
7. To exit a program, click the red x on its tab.

Epicor Mobile Access

The Epicor Everywhere Framework supports mobile dashboards. These The images in this guide depict an iPhone simulator.
dashboards are rendered as Web applications that may run on a number of For a complete list of supported devices, review
mobile devices including BlackBerry® and iPhone™. application help or contact your Epicor
Account Manager.
Since the mobile dashboards that support Epicor Mobile Access are built using
the dashboard technology and Updatable BAQ technology, it is easy to create Web applications that implement business functionality
on mobile devices and then to review and update data from your phone. To learn more about this functionality, review the Epicor ICE
Tools User Guide. Information on these topics is also available in application help.
1. Once you are logged into Epicor’s Mobile menu from your mobile device, you have access
to the Mobile Menu and System menu options. You define what displays on the Mobile
Menu in the Menu Maintenance program on your server installation of Epicor 9.05.
2. The System menu is where you define your configuration and other mobile device
settings.
1
2
3. When you select the Mobile Menu, all mobile

dashboards display for selection. In this
example, you select the Customer Entry
dashboard.

4. Once you select a customer from the records presented, select the Detail view.
5. Now, click Edit to update the customer record in focus.
6. When you click Save, the changes are updated on the server.
7. You can quickly navigate between different views using the arrow buttons at the top of
the screen. 4
8. To exit the application, navigate back to
the Mobile Menu and select Log Off.
6 5 7
Epicor Smart Client

Epicor takes full advantage of Microsoft’s .NET smart client technology to deliver a rich user experience in a traditional local client
environment. Smart clients deploy easily and offer users a powerful interactive experience - an experience that takes advantage of local
resources to connect intelligently to distributed data sources. The Epicor smart client delivers the rich functionality that users expect,
including tear off sheets, user sizeable screens, navigation trees, drag and drop attachments, and drill down navigation.
The images in the chapters of this guide depict the Epicor Smart Client.
Epicor University Resources

As with any investment in enterprise software, the documentation and education content is nearly as important as the application
itself. Epicor University offers documentation, education, and other content that delivers relevant, context driven information directly to
stakeholders and end users. This comprehensive set of educational and documentation resources shorten your return on investment
while maximizing your organization’s use of the Epicor application.

Release Documentation
During your Epicor software installation and implementation, the release documentation is the first set of documentation you will use.
Start Here Cards accompany any physical media, like DVDs, shipped by Epicor. These cards contain installation instructions and
information on how to contact support.
Epicor’s release documentation is located on EPICweb, Epicor’s customer portal. On the Epicor 9.05 documentation pages in EPICweb,
you will find documentation content specific to Epicor 9.05 such as installation guides and release notes. Installation guides are
instructions that explain how to install a product and can include pre-installation, installation, and post-installation steps. Release notes
contain late-breaking information directly related to a specific version and can include basic installation steps, required configuration,
and change lists. Installation guides are also found on the Epicor 9.05 support pages in EPICweb.
Feature Summary
Feature Summaries are high level overviews of all the major, new functionality released with each version of an application. This
deliverable is designed for anyone who needs a review of the enhancements provided with each version and service pack release.
The Epicor 9 Feature Summary is found on the Help menu within the Epicor application. You can also view the Epicor Feature
Summary on EPICweb - Epicor’s customer portal.
To use the Feature Summary:

1
1. From the Help menu, select Feature Summary.
2. The Feature Summary is

organized into two parts. The
Epicor 9.05 Feature
Highlights section contains 4
the features introduced in
Epicor 9.05. Within the
highlights section, features
are organized first by module
group (for example, Sales
Management) and then by
2
module (for example,
Demand Management). If you
are upgrading the Epicor
application, review this
section to see the features
added with the latest release.
3
3. All the features included in
the Epicor application from
release 9.0 through the
current version display in the
Epicor 9.00 - 9.05
Cumulative Features
section. This section is also
organized by module groups and then by modules. If you are new to the Epicor application, review this information for an
overview of the major available features.
4. Each feature is concisely described to give you a snapshot of its purpose.

Application Help
You can access the application help in multiple ways. You can launch application help from the Help menu found on most windows.
Likewise, you can launch application help by pressing the F1 key on your keyboard; the topic linked to the current program or selected
sheet displays. Lastly, you can launch application help from within the Field Help window. The Field Help feature is discussed later.
The main features of Application Help:
1. The Content pane displays the

selected documentation.
1
2. Notice the Epicor icon next to the
program name. This icon indicates you
can click the program name to open 2
the form for this program directly from
the content, providing a tight
integration between application help
and the application.
3. Click any link within the topic to

display more information related to the
current topic.
4. In the Search field, enter the word or

phrase you want to search. In this
example, an advanced search was used 6
to search for an exact phrase. For more
information on advanced searches, 4 5
review application help.
5. Click the Right Arrow button to 7

activate the application help search.
6. Any topics that contain the word or

phrase display within the Content
pane. Notice that each topic displays
with a brief summary of the content it
contains. Topics which contain the
most instances of the word or phrase
appear highest in the search results.
7. Click a link within the search results to

display that specific topic.

8. Use the Forward and Backward 8

buttons to move through the help
topics you have viewed during the
9
current session.
9. Click the Print button to print a hard

copy of the current help topic.
10. Use the Table of Contents pane to

navigate through all the topics within
application help.
10
Annotate Help Topics

You can annotate a help topic so that users can review information related to your business workflow. You create annotations within
the Help window. Here’s how:
1. Click annotationsPanel located at the

bottom of the Help window.

2. The Annotations panel displays.
3. Click the Thumbtack button to pin the

window in place.
4. Notice you can create two annotations

for each topic – a User annotation and
a Company annotation. A User
annotation only displays when you log
in with your User ID, so no other users
can view them. You can also enter a
Company annotation; anyone within
your company can view this topic
annotation. 2
5
5. To create an annotation, click the
3
Down Arrow next to the New
button. Select either New Annotation
or New Company Annotation.
If either annotation already exists, 4
you cannot select its respective
6
option. In this example, a user
annotation already exists for this topic,
so this option is not available.
6. Enter the annotation within the field.
7. To record the annotation, click Save.
8. To remove an annotation, highlight it on the grid and click Delete.

7 8 9
9. Click Print to print a hard copy of the current annotation.
Field Help
You can access field help within each program. Both the field description and the data dictionary display for your information. Field
help is designed to display in a dockable sheet.
All users can view the field level help. These field descriptions are pulled from the application help. If you have security permissions,
you can also view the technical details for a field. You use this level of field help when customizing windows (forms), writing reports,
and creating queries or dashboards.
You activate field help within each program. Here’s how:
1. Navigate and launch the program 1

which contains fields you want to view.
2. From the Help menu, select Field

Help. 2

3. The Field Help window

displays.
4. Click the Thumbtack 3 4 5

button to pin the
7
window in place. If you
do not click this button, the
Field Help window
automatically minimizes to
the side of the window
(form).
5. Select a field on a 6
sheet. In this example,
you select the Resource
Group field.
6. The field definition from

application help displays in
the Field Help window.
7. If you wish to display the Help

topic for the current sheet,
click the Open Help Browser
button.
8. If you have security rights, you

can also display the technical
details on a specific field. To
do this, click the Technical
10
Details button.
9. The Field Help window now

displays the technical details
on each selected field such as
field name, format, and data
type.
10. Continue to click other

9
fields. When you finish,
click Close on the Field Help
toolbar.
98

Technical Reference Guides

Technical reference guides provide users with detailed information on complex functionality in the Epicor application. The current series
of technical reference guides include: EDI and Demand Management, Inventory Transactions, Job Costing, Material Requirements
Planning, Multi-Site, Performance Diagnostic and Troubleshooting, Performance Tuning for Progress, Performance Tuning for SQL,
Performance Tuning for Virtual Environment, Configurator, Posting Engine, and Scheduling.
1. The Technical Reference Guides

topic contains a complete list of all the
guides available within application
help. This topic, found under the The
Epicor 9.05 Environment >
Educational Resources node on the
Table of Contents pane, also has links
to each guide.
2. The technical reference guides are

found under the Working with
section for the applicable module.
3. The guides are fully integrated in the

application help, so you can use the
Search field to locate specific topics
within these guides.
3

4. Each technical reference guide is also

available in a separate .pdf file format.
Embedded Courses
Epicor University’s extensive library of educational materials provides you with an excellent platform to develop an effective training
program for your organization. The wide range of resources cover all aspects of the Epicor application, enabling you to choose the
best options to meet your needs and tailor programs to your organization’s preferences.
Embedded courses use the same interface as application help. You can open the form for a program directly from the content, and
you can use the Search field to locate specific words or phrases.
To use Embedded Courses:
1. On the Main Menu, click the

Education Courses button on the
Menu toolbar.
1

2. Use the Tree View to navigate to the

course you want to review.
2 9
3. The Licensed folder contains all of the 6
courses available to you. 3
7
4. The Unlicensed folder contains those 8
courses not currently purchased by
your organization. If you wish to 5
access these courses, contact your
Epicor Account Manager. 4
5. Select the course you need. In this

example, you select the Material
Requirements Planning course.
6. The Course Name field identifies the

course.
7. Review the License Information for details on how long the selected course is available.
8. The Description field displays a description of the course, the target audience, and any prerequisites.
9. If you wish to take the current course, click Launch. The Launch button is only available for licensed courses.
10
10. The course displays in the Help
Viewer window.
13
11. Use the Search functionality to locate
topics in this course which
11
contain words that match your
search text.
12. Use the Tree View to navigate within

the selected course.
13. The course topic you select

displays within the Content 12
pane.
14. Each course is also

available in a separate .pdf
file format. This file is
found in the Before You
Begin topic.
14

15. Notice the Epicor icon next to

the program name. This icon
indicates you can click the
program name to open the
form for this program directly
from the content, providing a
tight integration between
embedded courses and the
application itself.
Epicor may release new or updated 15

courses with service packs or
patches. Contact your Epicor
Account Manager for details on
education course licensing and the
current course catalog.
User Guides
Epicor University also maintains a series of user guides that provide a complete overview of the major functions within an application.
These user guides contain both screen shots and accompanying text to help you more easily understand the specific program or
function.
Epicor has also developed separate printed user guides on various tools you can use with your application. Contact your Epicor
account manager to order these user guides. These guides are also available as .pdf files from the EPICWeb site. Some of these .pdf
files may also be available within the application help.
• Epicor Application User Guide – This guide illustrates the manufacturing and distribution features available in your Epicor
application. The main features of each module are described along with other unique functions. This guide is intended as a
starting point; use it to strategize which features you should leverage to match your business needs.
• Epicor ERP Implementation Guide – This guide provides you with a thorough description of the various implementation
features you may need – from defining how a company processes records from the Order Management module to automatically
populating reports and trackers with data.
• Epicor ICE User Experience and Customization Guide – This guide provides an in-depth exploration of the interface tools
available within the Epicor ICE framework. This guide begins by exploring startup methods available within the configuration
settings file. It then examines the functionality for styling the look of the interface and personalizing specific programs. The
customization tools are thoroughly documented - basic customization tools, managing customizations, and modifying user-
defined tables. This guide concludes with chapters on localizing the application and building a customized solution.
• Epicor ICE Tools User Guide – This guide provides a detailed exploration of the data flow tools available within the Epicor ICE
framework. This guide examines business activity queries (BAQs) and how you incorporate your BAQs for custom use on search
programs, BAQ reports, smart client dashboards, executive dashboards, and mobile device dashboards. The rest of the guide
documents the tools you use to regulate, secure, and distribute data throughout your organization including the Business Activity
Manager and Business Process Management.

• Epicor Service Connect User Guide – This guide provides an in-depth, task-based approach to creating workflows that can
automate processes across one or more enterprise-level applications. The guide begins by explaining Service Connect concepts
and then progresses into detailed descriptions of the various components such as the Administration Console and Workflow
Designer.
• Epicor Advanced Financial Reporting User Guide – This user guide explores the entire Epicor AFR application. It begins by
describing the various environments you need. It then details data replication, a process that pulls financial data out of your
source database and pushes it out to an AFR report server. This guide concludes by describing how you create the SSRS reports
for display through printing or the Report Viewer.
• Epicor Enterprise Performance Management User Guide – You can use this guide as a starting point to learn about the
complete set of tools and applications that let you plan, execute, and analyze at both strategic and tactical levels. The content
includes Epicor Advanced Financial Reporting, EPM Server (including Cube Connect), EPM Content Packs, and EPM Performance
Canvas.

COMPANY CONFIGURATION | CHAPTER 2
Chapter 2
Company Configuration
A company is the the base maintenance record within the Epicor application. Your system administrator needs to set up at
least one company in the Administration Console in order for the application to run. If your organization has a multi-site
license, multiple companies can be created as needed to reflect the different business functions within your organization.
Each company has its own set of application programs. Users within each company can engineer parts, make sales orders,
request quotes, manage financial information, and so on. As discussed in Chapter 1: The Epicor Environment, you can quickly
switch between companies by clicking different company icons from the Main Menu. Besides being different in name, your
system administrator can further define the separate companies by assigning different visual styles to each company record.
When you switch between companies, you can then identify the current company based on the different look of the
interface.
System administrators can also secure access to each company by defining which companies you can and cannot access on
your user account. You can only add records to companies for which you have access. An information message displays
when you attempt to switch to a secured company.
For information on styles, review the Epicor ICE User Experience and Customization Guide. For information on security, review
the Security chapter found later in this guide.

CHAPTER 2 | COMPANY CONFIGURATION
The Company Configuration program defines defines how modules run and interact within each company. Before you begin live use
of the Epicor application, the main options for each module should be defined. Work with your system administrator to determine the
options that best match your business needs.
Main Menu Path: System Management > Company Maintenance > Company
Detail
The primary information for each company is defined on the Detail sheet.
1. The Company field displays the

identifier for the current company.
2. The Serial # and Product fields

display the serial number and 1
product name for your
2
application. This information is 3
generated during installation; it
only displays for your information. 4
5 6
3. The Company Info section
contains the name, address, and
phone number for the current 7
company record.
4. The Federal ID displays the

identifier you use when filing
national taxes for the current
8
company.
9
11
5. The Tax ID contains the 10
identifier you use when filing
state/province and local taxes 12
for the current company.
6. The Tax Liability field indicates

the tax liability region for this company. Each tax liability record defines the national, regional, and local taxes for which this
company is charged. For more information on tax liability (region) records, review the General Ledger chapter later in this guide.
7. The Base Currency Code section displays information about the main, or base, currency used for most transactions within the
company. The Currency ID (identifier), Name, and decimals available for specific transaction types display. For more information,
review the Multi-Currencies chapter later in this guide.
8. If your company sends records using Electronic Data Interchange (EDI), the identifier for this company displays within the EDI
Code field.
9. The Production Calendar defines how many days during the year plants within this company manufacture product. This item is
the calendar that displays by default for plants and other records; if you need, you can select a different production calendar on
these records. You create production calendars within Production Calendar Maintenance. This program is explored later in the
Plants chapter.
10. The Fiscal Calendar defines the financial periods used by default for transactions that occur within this company. You create
fiscal calendars within Fiscal Calendar Maintenance. This program is explored later in the General Ledger chapter.
11. Use the Employment Code field to select either the 941 (Option R) tax form or the 944 (Option F) tax form, depending on the
tax form the employer files. This selection is used in the W2 Processing program during W2 form export. Available options are
Regular Form 941 and Regular Form 944.

12. The Kind of Employer section defines the classification for the employing company. These classifications are useful when the
current company is a government entity. Available options:
• Federal Government
• State and Local Governmental Employer
• Tax Exempt Employer
• State and Local Tax Exempt Employer
• None Apply
System
The sheets under the System tab define how this company sends internal email, displays the Epicor Web Access interface, and stores
email attachments:
General Settings
1. The Port field defines the port
identifier used to move email
throughout the company.
2. The Global Alert From fields

define the Email Address and
Email Label used on automatically
generated application messages, 1
or global alerts. When a global
alert is sent, it uses this address 2
and label and displays these values
on the email. 3
3. The SMTP section displays the

values used to send and receive 5
4
email outside of the company
record. 6
4. If you want to track all the
transactions users perform within
the application, select the System 7
Activities check box. These
transactions display on a system
log. This functionality is useful
when tracking issues with your 8
application.
5. Personalizations are changes to the

interface users can make to match the application to their specific needs. If you wish to track all of the personalizations made
within the application, select the Personalization check box.
6. In the Enterprise Search section, you can specify the Search URL in order to activate this search program. However if a Search
URL value is also entered in the configuration settings file (for
example, default.mfgsys), that URL overrides the value entered here. The Enterprise Search functionality is described in the
You can also specify a Global URL for the URL value to be used for Searches chapter within the Epicor ICE Tools User Guide.
all companies. You use Enterprise Search to pull up all records
within your database that share a value, like a customer name.

7. The Form Print Options section defines options for printing forms within this company. You can cause the company name to
print on each form as well as define how many lines print on each form. You can also specify the reporting styles available in this
company, such as Crystal or SQL Reporting Services (SSRS).
8. Use the Auto-Print Defaults section to indicate the default printers Default printers and other report options are described
used for printing forms and reports. You create printer records within later in this guide within Chapter 14: Reporting Tools.
Printer Maintenance.
Epicor Everywhere
The Epicor Everywhere sheet defines the location for the web form version of the Epicor application. As described previously in
Chapter 1: The Epicor Environment, users can display the application within any device that uses a web browser.
1. The Web Access URL defines the

uniform resource locator for the
Epicor Everywhere web forms.
Enter the location where users can
access these forms within this field
(for example, http://lis-t60/
EpicorWeb).
1
2. The MetaData Output Path 2
defines the directory location used
3
by this company to receive
metadata. This directory path indicates where metadata generated through the Epicor Web Access environment is stored. This
metadata is required for the Epicor Web Access forms to run properly. Enter the directory path into this field (for
example,C:\Inetpub\wwwroot\EpicorWeb).
3. The Performance Canvas URL defines the web location for your Epicor Enterprise Performance Management (EEPM) Server. If
you do not know this location, contact your system administrator. Once you define this web location, you can place
performance canvases directly on your Main Menu or embed them within dashboards.
Attachments
The Attachments sheet defines how the company handles and stores email attachments.
1. Use the File System Location

fields to indicate attached files are
stored within a central folder on a
server available through your
network. When you select the
Enable File System check box,
you then must enter a directory 1
path within the Default Base URL
field. This path defines the
repository for the attachments.
2 3
2. If the attached files are available in
a SharePoint library, select the 4 5
Enable SharePoint check box.
You then must enter a web site location within the SharePoint Site field.
3. After you have defined this web location, click the Create Site Library button. A library is built in the SharePoint library for the
current company, and users can store attachments within this site library.
4. When you select the Allow Default Document check box, you indicate attachments can be dragged onto attachment nodes
on the Tree View for a specific record. Users can then right-click the Tree View node and attach a file to the record.

5. The Method option you select defines the default method used to attach files to a record. Available options:
• File System Document - The attachment is automatically saved to the Default Base URL directory path.
• SharePoint Document - The attachment is automatically saved to the SharePoint Site location.
• Attachment Link - Causes a default attachment value This section briefly describes the attachment features you set up
to populate the File Name field on the Attachment on a company record. For more information about attachment
window. functionality, review Chapter 13: Enterprise Content Management.
All Modules
System administrators use the All Modules sheets to select parameters which apply across all modules within the company. These
sheets define the default values for plants, warehouses, costing methods, currencies, and so on.
General
1. The Default Plant value indicates
the main plant used for most
transactions. You can override this
selection within other programs.
For more information on creating
and configuring plant records,
review the Plants chapter later 1
in this guide. 3
2
2. The Plant Cost ID indicates the 6
default plant cost ID for 4
costing parts in multiple plants.
For example, if three plants share 7
the same cost set, they then use
the same costing method 5 8
(Average, FIFO, FIFO Lot, Last,
Lot, or Standard) for parts they manufacture.
3. In the Quantity Display Decimal field, enter a value to indicate the number of decimals used for displaying numbers. For
example, if Quantity Display Decimals is set to 4, the numbers are displayed as 12.3426; if Quantity Display Decimals is set to 2,
the numbers are displayed as 12.34.
4. Use the Default Warehouse fields to define the default warehouses for General use, Shipping product, and Receiving materials.
Notice you can also define the default shipping and receiving bins. For more information on warehouses and bins, review
Chapter 6: Warehouses and Bins.
5. The COA Master drop-down list indicates the Chart of Accounts used with the current company. You can create COA records
that match the financial needs of businesses throughout your organization. You create COA records within Chart of Accounts
Structure Maintenance; this program is explored later in this guide in Chapter 8: General Ledger.
6. The Product Configurator Rules Directory defines the directory path and file folder for all rules documents created through
the Configurator. You use the Configurator to define variations for your products which you can then make available to your
customers. For example, your company may sell both a blue and a black version of a widget.
7. The Costing Method section defines how the cost of parts issued or shipped is calculated within this company. The available
Cost Methods are Average, Standard, Last, and FIFO. For information on costing methods, review the Part section in the
Inventory Management chapter of the Epicor 9.05 Application User Guide or or view the Job Costing Technical Reference Guide
located within application help.
8. You can specify the frequency of collecting information for the Change Log. Collection Method options include Daily, By
User, and Each Transaction.

Localization
The Localization sheets define any localization options this company uses. If this company exists in a locality that has additional legal
requirements, use these sheets to define these country requirements.
Detail
To define the details for localization:
1. Navigate to the Modules > All

Modules > Localization > Detail
sheet.
2. Use the Country Code and

Country Group Code fields to
enter the unique identifiers for 1
the country and group that
defines the specific country. When 3
you select these codes, all users 2
4
within the current company will
see localized Main Menu programs
when they log into the Epicor 5 8
application. 7
6
9
Country/group codes are
10
typically implemented by Epicor 12
or Epicor Partners. If you have a
Country Specific Functionality 13
license, you can manipulate
these codes as well. However, 11
Epicor recommends that you
14 15
rarely use this functionality. Any
changes you make to an existing 16
localization will be overwritten
during the next upgrade.
3. Click the Localization drop-down

list to define which country
requirements you wish to localize
for the current company.
Depending on the country you select, different fields on this sheet activate.
4. If this localization permits red storno transactions, use the Red Storno Option drop-down list to define how the current
company handles these transactions. Available options:
• Not Allowed - Red Storno is unavailable in the Automatic Transaction Reversal, Document Type, and Journal Entry programs.
• Allowed in Automatic Transaction Reversal Only - Red Storno is available in the Automatic Transaction Reversal program,
but unavailable in the Document Type and Journal Entry programs.
• Allowed - Red Storno is available in all programs.
5. Select the Enable Substances and Restrictions check box to activate the Restrictions on Hazardous Substances (RoHS)
functionality. All material quantities used in purchased and manufactured materials are then totalled (rolled-up) and validated
against RoHS specifications.

6. Select the Synchronize substance weight check box to indicate whether two or more restriction types of a material or
operations should share the same substances. If synchronized, then the weight for those substances is only entered once per
material or operation.
7. Select the Stop at First Failure check box to specify the roll-up for a For more information on setting up the RoHS
restriction type will stop the transaction when it first fails; otherwise the functionality, review the Restricted Substances
application validates compliance for each additional material and section in Chapter 4: Part Parameters.
operation.
8. If you need, select the Use Tax Boxes check box to indicate that sales taxes can also use the tax format required for reporting
VAT taxes accurately in some countries. This function is required by taxing authorities authorities such as Belgium or other
countries.
9. When you select the Use GUI check box, you indicate that Government You add tax boxes to sales tax records within Sales
Uniform Invoicing (GUI) numbers are used for VAT tax reporting on Tax Maintenance. You edit the amounts reported
invoices in some countries. through tax boxes within Tax Box Entry.
10. If taxes are calculated in a separate exchange rate for this locality, select the Use Tax Rate check box. This activates the Tax
Rate Type drop-down list; select the currency rate type you need to use. For more information, review Chapter 7: Multi-
Currencies.
11. Use the check boxes in the Copy Exchange Rate group box to define which financial documents will copy and display the
exchange rate from the original invoice. Available options:
• AR Credit Memos
• AR Correction Invoices
• AR Cancellation Invoices
• AP Debit Memos
• AP Correction Invoices
12. Select the Allow Invoices to be overpaid check box to indicate cash can be over-allocated against an invoice to give it a credit
balance. The overpayment is left as a balance on the same chart of account (usually AR Chart of Account) as if it were an
invoice. Use the AR Apply Credit Memo and Write-Off and Adjustment processes to record the invoice overpayment.
13. If this localization accepts prepayments against AP invoices through automatic processing, select the Apply Pre Pymt
Automatically check box.
14. Select the Validate Tax ID check box to indicate the identifier entered in Tax ID fields is validated. Users can then only enter tax
identifiers that exist in the database.
15. Select the Enable Tax Witholdings for Invoice Total check box to indicate Latin American tax calculations are activated; these
calculations control how the tax withholdings are included in the AP invoice total.
16. Use the fields in the Official Registration group box to define how this company is legally registered for this localization.
Research the legal requirements for the locality to determine what values to enter in these fields.

Intrastat
Use the sheets under the Intrastat tab to define the Intrastat options for the localized company. You can use these sheets to define the
options for Internationalization related to Intrastat codes and reporting.
To define Intrastat options:
1. Select the Active check box to

activate Intrastat functionality for
the current company.
2. Use the Description options to

define the source from which the
Description text originates.
Available options: 10 11
• None
1 3 4
• From Part 2
5
• From Commodity Code 6 7
3. Now use the Period Format

8 9
options to define how the fiscal
period displays on Intrastat
transactions. Available options:
• MMYY – Two-Digit Month and

Year
• YYYYMM – Four-Digit Year and

Two-Digit Month
4. Enter the Default Region used as

the primary region on Intrastat transactions.
5. Select the Border Crossing check box to track entry and exit Selecting this check box activates the Country Exit field in both
points for Intrastat reporting. If you select this check box, you Customer Maintenance and Ship Via Maintenance, and the
can specify the Intrastat country entry or exit code for a Country Entry field in both Supplier Maintenance and Supplier
customer, customer shipping method, supplier, and supplier Purchase Point Maintenance.
purchase point.
6. Select the Country of Origin Required check box to indicate Intrastat invoices require the country of origin to be listed.
7. Now select the Block Zero Weight check box to prevent This field works together with the Weight Required field in
invoices from posting that do not have a required weight Intrastat Commodity Maintenance. If you select the Block Zero
specified. For most Intrastat Commodity codes, weight does Weight check box here and you select the Weight Required
not need to be reported. check box for the commodity code, the Epicor application
prevents an invoice from posting that does not specify a
weight.

8. Use the Receipt section to define how this company receives goods through Intrastat transactions. You define both Normal and
Returned Goods receipt transactions. Define these fields.
• Flow – Indicates the flow for receipts.
• Spec – Indicates the flow specification for receipts.
• Transaction Type – Defines the transaction type for receipt transactions.
• Currency – Specifies the currency used for receipt transactions.
9. Use the Shipment section to define how this company ships goods through Intrastat transactions. You define both Normal and
Returned Goods shipment transactions. Enter values in these fields:
• Flow – Indicates the flow for shipments.
• Spec – Indicates the flow specification for shipments.
• Transaction Type – Defines the transaction type for shipment transactions.
• Currency – Specifies the currency used for shipment transactions.
10. Use the Percent at Border sheet to enter the percentage of the miscellaneous charges applied to Intrastat transactions for
different countries.
11. Click the Additional Tax Information sheet to add additional tax information for a selected localization.
Invoice Banking Reference
Use the Invoice Banking Reference sheet to set up optical character recognition (OCR) numbers for use on sales and purchase invoices.
OCRs are used in some countries, such as Finland and Sweden, on sales and purchase invoices. These values are used when the files
are imported and exported.
To set up optical character recognition:
1. The Length field defines the

maximum OCR length to be
allowed. This value is a
localization setting for Sweden, 7
Finland, and Estonia.
2. Use the Derived From drop-down

list to indicate from where the
banking reference numbers (OCRs)
originate. Available options: 1 3
2 4
• Internal Number
5 6
• Legal Number
3. Select the Use Banking Reference Number check box to indicate optical character recognition (OCR) numbers are used as
banking reference numbers. This localization is required for Sweden, Finland, and Estonia.
4. If you need, select the Use Account Reference Number check box to indicate an account reference number is used as a
banking reference on an AR invoice.
5. Use the Validate Bank Branch ID check box to activate validation on the Bank Branch ID field. Only identifiers that exist in the
database can be selected on customer bank, supplier bank, or bank accounts.
6. Select the Validate IBAN check box to activate validation for the International Bank Account Number (IBAN) field. Only
identifiers that exist in the database can be selected on customer bank, supplier bank, or bank accounts.
7. When you finish setting up localization options, click Save.

Currency
Use the Currency sheet to define which currency conversion rules are used for transactions within the current company. You mainly
select Rate Types on this sheet; these records define how source currencies convert to amounts in a specific target currency. You also
define the rate locking options, bank funds transfer, and sub-ledger revaluation options on this sheet.
For more information on setting up multiple currencies, review Chapter 7: Multi-Currencies.
To define currency options:
1. Navigate to the Modules > All

Modules > Currency sheet.
2. Click the Company General 13

drop-down list to define the rate 1
type used for all transactions that
do not fall in the sales, purchasing,
production, or other financial
areas. 2
3
3. The rate type selected on the
Sales and Invoicing drop-down 4
6
list defines the conversion rules for 5
sales orders and AR invoices. 7
8
4. Click the Purchase and
9
Expenditure drop-down list to
define the rate type used for all 10
purchase orders and AP invoices.
5. Use the Inventory and 11

Production drop-down list to
define the rate type used for all 12
stock quantities and production
expenses that occur between
plants located in different
countries.
6. The rate type selected on the Fixed Assets drop-down list defines the conversion rules used for all financial transactions that
involve the assets of the current company - items such as facilities, production equipment, and computers.
7. Use the Payroll drop-down list to define the rate type used for employee expenses that require international transactions.
8. Click the Cash Management drop-down list to define the rate type used for multiple currency transactions that involve cash
amounts.
9. Use the Expenses drop-down list to indicate the default rate type used in Expense Entry when the expense currency is different
from the claim currency.
10. Select a Rate Locking Option for the current company. Available options:
• Force 1:1 rate for the same currencies – The default option, this causes the amount used on the source transaction to be
used on the target transaction, regardless of whether the exchange rate is or is not locked.
• Always use locked rate conversion through base - Specifies the amount on the source transaction uses the exchange rate
defined on the base currency. The converted amount is then converted again using the exchange rate for the target currency.
This option calculates changes made to the exchange rates with the base currency defined for this company.

11. Select the Currency Exchange Difference you need to define how the application calculates exchange rate amounts for source
and target bank transactions for bank fund transfers. Available options:
• Always use default rates
• Use explicit transfer amount, or use default
• Use explicit transfer amount or use source amount
12. Click the Sub-Leger Revaluation drop-down lists to determine how amounts are re-valued on certain financial documents.
When the Currency Revaluation process runs, it uses the methods defined on this sheet. You define methods for AR Invoices,
AP Invoices, Bank Accounts, and Petty Cash Desk amounts. Available options:
• Immediate Reverse
• No Reverse
13. When you finish setting up the multi-currency options, click Save.
GL Control
Use the GL Control sheets to define the default accounts and journal codes available during the posting process for the current
company. This sheet specifies company-level general ledger (GL) controls for Accounts Receivable (AR), Accounts Payable (AP), and
other modules. The Epicor application uses these GL controls if no GL control is available when a GL transaction is posted.
GL control types define the contexts and entities required for a GL control; GL controls define the account and journal contexts used
on specific transactions. For more information on GL controls and GL control types, review Chapter 8: General Ledger.
To add a GL control:
1. Click the Down Arrow next

to the New button; select 4
New GL Control.
1
2. Now click the Type button to
find and select the GL control type
that contains the account contexts
you need. For example, AR
Account. 2
3. Next click the Control button

to find and select a GL control 3
contained by the selected GL
control type.
4. Continue to add the GL control

types you need for the current
company. When you finish, click
Save.
Sales
You set up the company configuration for the Opportunity/Quote Management, Order Management, Customer Relationship
Management (CRM), and Case Management modules through the Sales sheets. This section describes the options available for each
module.

Quote
Use the fields on the Quote sheet to define global parameters for the Opportunity/Quote module.
To modify the Opportunity/Quote options:
1. Navigate to the Modules >

Sales > Quote sheet. 10
2. Enter the Starting Quote number

you wish to use for the first quote
created in 1
Opportunity/Quote Entry.
Quote numbers generate
2 3
automatically by the Epicor
application by adding “1” to the
highest quote number available in
4 7
the database. If you do not enter a
value in this field, the quotes 5 8
begin with 1 and increase from 6
this number. 9
3. Select the Generate Quantities

From Price Breaks check box to
indicate you want quantities and
related price breaks to display
during Quote Entry. Price list
information must be entered for
the parts, and customers must be
assigned that price list. Quantities
and price breaks then
automatically display on each
quote.
4. Enter the Expiration Days value for your quotes. This specifies how many days your quotes are considered active by the Epicor
application. This value is added to the quote date to calculate the Expire Date on each quote.
5. The Follow Up Days number defines how many days after a quote generates your sales staff should wait before contacting the
customer again. This value is added to the quote date to calculate the Follow Up Date on each quote.
6. The Days to Quote value specifies how many days after a quote is entered it becomes due. This value is added to the current
date to calculate the default Due Date on each quote.
7. Select the Prevent Changes check box to indicate users cannot make changes to quotes marked as Quoted. Users can then
only add or update memos associated with the quote.
8. Select the Create Audit Log check box to indicate users are required to enter a brief memo description whenever they change a
quote marked as Quoted. This option is available if you select the Prevent Changes check box.
To view the log of all the quote changes, launch Opportunity/Quote Entry, from the Actions menu, select the Audit Log option.
9. Use the Quote Form Messages fields to enter standard text that appears on the bottom of each quote.
10. When you finish defining the quote options, click Save.

Order
Leverage the fields on the Order sheet to define global parameters for the Order Management module.
1. Navigate to the Modules > Sales

> Order sheet.
2. Enter the Starting Order number

for the first sales order created in
Sales Order Entry. Sales 1
order numbers generate
automatically by adding “1” to the
4
highest number available in the 2
database. If you do not enter a 5
3
value in this field, the sales orders 6
begin with 1 and increase from
this number.
3. Enter the Starting RMA number

for the first return material
authorization (RMA) created in
RMA Processing. RMA numbers
generate automatically by adding
“1” to the highest number
available in the database. If you do
not enter a value in this field, the
RMA numbers begin with 1 and
increase from this number.
You can manually enter sales

order and RMA numbers. To do
this, enter 99999 as the
Starting Order and/or Starting
RMA value, then enter the
numbers you want in Sales
Order Entry and RMA
Processing. The numbers you
enter must be smaller than the
number in the Starting Order
and Starting RMA fields.
4. Select the Book Sales Orders check box to indicate audit entries are created for changes made to sales orders. The application
then writes audit entries any time sales order lines are added, changed, deleted, or voided. This information displays in the Sales
Order Tracker.
5. When you click the Apply Order Based Discounts Automatically check box, you activate the automatic pricing system. The
application applies discounts based on the quantity for each sales order line, the total value of the order, or both.
6. Select the Ready to Process check box to indicate new sales orders will If you use the Tax Connect functionality (Avalara®
have their Ready to Process check boxes selected. Sales taxes can then be AvaTax®), this check box also indicates that sales
automatically calculated against the AR invoice created for this sales order. taxes are automatically calculated and validated
through this third party tax service. For an
overview of the Tax Connect functionality, review
the Tax Interface section later in this chapter.

7. Click the Discount Rounding

Options drop-down list to specify
the rounding method applied
to the unit price or the line 27
value. Available options:
• Round net price by extended

amount
• Round net price by unit price

7
• Round discount by extended 8
amount 9 10
• Round discount by unit price 11
8. Enter the Days Lookup for Order 12

From History value to specify the 18 13
number of days that display in the
Build Order From History 19 14
15
program. This program,
16
available in Sales Order Entry 20
from the Actions menu, displays 17
information on past orders for the
customer selected on the sales 21 22
order.
23 24
9. Use the Credit Limit Actions
options to indicate how you want
the application to alert you when 25 26
customers exceed their credit limit.
Available options:
• Sales Order - These options specify what occurs when you enter or change a sales order for a customer on credit hold. If you
select Warn, a message alert displays, but you can continue processing the order. If you select Stop, a message alert displays
and the sales order cannot be processed.
• Shipment - These options specify what occurs when you enter or change a For more information on customer credit,
packing slip for a customer on credit hold. If you select Warn, a message alert review the Customer Credit Manager topics
displays, but you can continue processing the packing slip. If you select Stop, a within the application help.
message alert displays and the packing slip cannot be processed.
10. Select the Keep Line Quantity Constant check box to indicate the total Release 1 cannot be deleted or shipped
quantity on each sales order detail line cannot change. As you add releases to an before other releases. When Release 1 is
order line, all release quantities must equal the original line order quantity. shipped or closed, other releases for the line
automatically close. To avoid this situation,
11. When you select the Allow Project/WBS Phase To Be Defined check box, you the Ship Date for Release 1 should be the
can display the project or WBS phase linked to a sales order. date when you want the last release to be
shipped. You receive a warning message if
12. Select the Base Currency as secondary price list check box so when a
you attempt to close Release 1 when the
customer uses a currency other than the base currency, the Epicor application
other releases have not already shipped.
will access a price list that uses the base currency to calculate the amounts.
13. The Default Line Type drop-down list defines the typical purpose for each sales order line. Available options:
• Project
• Manufactured
• No Job

14. Enter the Starting Packing Slip number for the first packing slip created in the shipping programs. Packing slip numbers
generate automatically by adding “1” to the highest number available in the database. If you do not enter a value in this field,
the packing slip numbers begin with 1 and increase from this number.
15. Select the Allow Shipment from any Job check box to indicate orders can be shipped from a job in Customer Shipment Entry.
All jobs can be shipped, even if the job does not have a demand link for the order release. If you clear this check box, all
shipments without job links are automatically placed against inventory.
16. Select the Save Shipment for Invoicing check box to indicate customer shipments entered in the Shipping/Receiving module
are available for the Get Shipments function in AR Invoice Entry. You can then create AR invoices from shipping information.
Typically you should select this check box if your company uses the Accounts Receivable module.
17. When you select the Allow Change Shipping Address check box, you indicate shipping address changes can occur during
shipment entry. For example, if you are using Customer Shipment Entry and you attempt to add a new release that contains a
different ship to address, a warning message appears, but the new release can be added. If this check box is clear, you cannot
enter releases that do not have valid ship to addresses.
18. Enter the Invoice Group Prefix for counter sales orders. Counter sales are sales orders where the customer takes the parts
directly out of your distribution center. All invoices generated from counter sales group together using this prefix value.
19. Use the Ship Via drop-down list to specify a default ship via code for counter sales. Each sales transaction requires a ship via
code, and the value you select becomes the default code.
20. Click the Use Referenced Invoice Costs check box to specify the invoice reference is required on RMA (Return Materials
Authorization) transactions for invoice costing.
21. Enter the Invoice Group Prefix for invoices that automatically generate for customer shipments that use Evaluated Receipt
Settlement and Self – Billing (ERS). Customers use this billing type to pay invoices based on packing slip information.
22. Select the transaction Document Type used to generate legal You create document types using Transaction Document
numbers for invoices created automatically at the shipment. Type Maintenance. A document type links a system
transaction to a unique legal number that generates
23. Use the Cash Group Prefix and Invoice Group Prefix to specify when the transaction is printed. This maintenance
the prefixes for cash groups and invoice groups generated for credit program is located in the Financial Management >
card payments. These invoices then display together using the Accounts Receivable > Setup folder.
prefixes you specify in these fields.
24. Select the Default Bank you want to use for credit card payments. This default bank can be changed on specific sales orders.
25. Select an option from the Default Create drop-down list to specify how the application processes parts that do not have part
master records. Available options:
• Buy To Order - The part number is identified as a BTO part. On the sales order, the Epicor application automatically selects
the Buy To Order check box and clears the Make Direct check box.
• Make to Order - The part number is identified as a Make Direct You create part records using Part Maintenance. This
part. On the sales order, the application automatically selects the maintenance program is located in the Sales
Make Direct check box and clears the Buy To Order check box. Management > Order Management > Setup folder.
26. Select the Raise PO’s on CTP Confirmation check box to specify whether purchase orders or PO suggestions generate for BTO
and drop shipped parts. You run this functionality on the Capable to Promise program available from the Actions menu in Sales
Order Entry.
If the Raise PO’s on CTP Confirmation option is active, selecting the Confirm check box on a sales order causes purchase orders
to generate. If this option is not active, selecting the Confirm check box causes PO suggestions to generate instead.
27. When you finish defining the sales order options, click Save.

Customer Relationship Management (CRM)

Use the CRM sheet to define the options for the Customer Relationship Management (CRM) module.
To define the CRM options:

Sales > CRM sheet.
2. Click the Task Set drop-down 12

list to specify the default task
set you want to use when
working with leads, 1
opportunities, and quotes.
2
3. Click the Territory drop-down list
3
to specify the default sales territory
to assign to suspects and 4
prospects on opportunities or 5
quotes.
4. Enter the Number of CRM Calls

shown value to specify the
maximum number of calls that 6
automatically populate when
7
loading CRM calls from another
application. 8
5. Click the drop-down lists in 9 10

the Campaign group box to
define default marketing 11
campaigns for specific
marketing activities. Available lists:
• Marketing – Defines the campaign used to schedule events. You create campaign records in Marketing Campaign
Maintenance. This maintenance program is located in
• Web Marketing – Specifies the campaign used for web activities.
the Sales Management > Customer Relationship
• Inter-Company Marketing – Specifies the campaign used for Management > Setup folder.
inter-company events.
6. Click the Win drop-down list to specify the default reason code that You create reason codes in Reason Code
displays when a customer accepts a quote. Maintenance. This maintenance program is located in
the Sales Management > Customer Relationship
7. Click the Loss drop-down list to specify the default reason code that
Management > Setup folder.
displays when a customer rejects a quote.
8. Use the Task field to specify whether by default each reason code task is approved or rejected.
9. Select the Close Tasks to Milestone check box to indicate when a milestone is closed, any open tasks related to this milestone
also automatically close. Selecting this option saves time, as you no longer need to manually close each task.
10. Select the Close Tasks on Lose check box to indicate you want tasks to close when the Lose status is assigned to an
opportunity or a quote. Select this option when you follow a procedure that allows a Lose action to occur. Selecting this option
saves time, as you no longer need to manually close each task.
11. When you select the Territory Security on Sales Orders check box, you restrict access to sales orders in both Sales Order Entry
and Sales Order Tracker. Salespeople can then only display sales orders linked to their respective sales territories in these
programs.
12. When you finish defining the CRM options, click Save.

Case Management
Use the options on the Case Management sheet to define the options for this module.
To define help desk options:
1. Navigate to the Modules > Sales

> Case Management sheet.
2. Click the Workflow Group 5

button to find and select the 1
default workflow group used for
help desk tasks. Each workflow
group contains both a task set and
list of users that work on these 2
tasks.
3
You create workflow groups in 4
Workflow Group Maintenance.
This maintenance program is
located in the Sales
Management > Case
3. Click the Task Set drop-down list to select a default task set for new Help Desk cases.
4. Select the Auto Complete Tasks check box to indicate you can automatically complete Help Desk tasks when you indicate a
workflow stage is complete.
5. When you finish defining the Case Management options, click Save.
Demand
Leverage the Demand sheet to define options for the Demand Management module.
To set up the Demand module options:

Sales > Demand sheet.
2. Select the Check Unfirm

Schedules check box to indicate 1
unfirm schedules are included in
the Lead Time calculation. Unfirm
releases cannot be turned into
jobs. 2
3
3. Select the Check Forecast
Schedules check box to indicate
forecast schedules are included in
the Lead Time calculation.
Lead Time is the total estimated

time required to manufacture
all levels of an assembly.

4. In the Cancel Schedules group

box, click the Action drop-down
list to specify what happens
8
when you run the Close
program. This program is available
on the Actions menu in Demand
Entry. Available options:
4
• Cancel Releases -
Automatically cancels sales
order releases for closed
5
demand schedules received
from customer trading partners.
6
• Delete Releases - 7
Automatically deletes sales order
releases for closed demand
schedules received from
customer trading partners.
5. Select the Automatically Match

All check box to indicate the
Demand Matching program
automatically matches all new
demand schedules and potential
sales order releases. Although this
program is available from the
Actions menu in Demand Entry,
selecting this check box causes it
to run as a continuous process.
You then do not need to launch
this program and manually select
matches.
6. Click the Import Folder button to specify the default folder that receives imported sales demand files.
7. Select the Consider Working Days in the Delivery Days Calculation check box to You create customer records in
indicate the Delivery Days fields on customer records are used to specify how many Customer Maintenance. This
days are required to ship a part quantity from your manufacturing center to a maintenance program is located in the
customer trading partner. The Epicor application then uses this additional date interval Sales Management > Demand
to calculate Ship By Dates when you use the Need By Date to determine demand. Management > Setup folder.
8. When you finish defining the Demand Management options, click Save.
Production
You set up the company configuration for the Job Management, Data Collection, Production Lifecycle Management (PLM), Quality
Assurance (QA), and Material Requirements Planning (MRP) modules through the Production sheets. This section describes the options
available for each module.

Job
Use the Job sheet to define the options for the Job Management module.
To set up the Job Management module options:

Production > Job sheet.
2. Use the options in the Labor

group box to define what
prompts you want to appear 1
during time entry or data
collection entry. Available 2
prompt options: 4
5
• Resource Prompt – Users
are required to select a 3
Resource ID on time entries.
• Scrap Reasons – Users are

6
prompted to enter a Scrap
Rework reason on time entries.
• Rework Reasons – Users are

prompted to enter a Rework
reason on time entries.
• Labor to Payroll – Transfers

labor hours from the Job
Management module to the
Payroll module. If you want to
enter your payroll manually, or if
you do not have the Payroll module, clear this check box.
3. Use the Time Format options to define the format for Clock In and Clock Out entries. These options only define how times are
entered. After they are saved, the entries display as decimal values. Available options:
• Hours/Minutes Using the Hours/Hundredths format, a Clock In time of 13.30

and Clock Out time of 14.45 creates a labor transaction of
• Hours/Hundredths 1.25 hours, not 1.15 hours.
4. Enter the Length the Epicor application uses for sequential You can choose to always use the Year reference followed by a
numbers on all or a portion of your job numbers. The dash (-) as the first 3 characters of every job number, and then
maximum value you can enter is 9. assign sequential numbers. To use this numbering scheme,
enter the first 3 characters in the field, and then select to insert
5. Click the Next drop-down list to define the next job number.
the next sequential number. The sequential number is as long
This number is inserted in the Job Number field whenever you
as the value you enter in the Length field.
use the Next Job Number function in Job Entry.
6. Select the Quick Job ID numbering method the module uses when creating jobs in the Order Job Wizard. Available options:
• Next Job – Generates the next available job number by default.
• Order Release – Generates a job number that combines the Order Number, Order Line Number, and Release Number.

7. Click the Default Standard

Format drop-down list to define
the default Production
Standard on operations. The 19
Production Standard is an estimate
of the production time required to
11 15 16
complete an operation. Available
options:
• Fixed Hours 12
13
• Hours/Piece
• Minutes/Piece 14 17
• Operations/Piece 7
• Operations/Hour
8
• Operations/Minute
9
• Pieces/Hour
18
• Pieces/Minute 10
If you select either Hours/Piece or Minutes/Piece, you next must define how many pieces are worked on during the operation.
You can select Each, /100, /1000, and /10000.
8. Select the Global Reschedule Started Operations check box to indicate started operations can be rescheduled by either the
Global Scheduling or Job Scheduling programs. If this check box is clear, operations with labor reported against them cannot
be rescheduled.
9. Select the Allow Scheduling Before Today check box to indicate For more information about scheduling, review the
jobs can be scheduled with Start Dates before the current date. Scheduling module topics and the Scheduling Technical
Clear this check box so all jobs begin scheduling from the current Reference Guide within application help.
date forward into the production calendar.
10. Use the Change Impact Grace Periods to define the date ranges during which jobs can complete before or after the Due Date
and still be considered on time. These values are used on the Schedule Impact report. Available fields:
• Early Grace Period (Days)

For example, you enter an Early Grace Period (Days)
• Late Grace Period (Days) value of 4. If a job is scheduled to end 5 days ahead of
schedule, it is considered Early. If the job is scheduled to
If you enter a zero in either field, it indicates you do not want to use end 4 days ahead of schedule, it is considered On Time.
this grace period.
11. Enter the Kanban Prefix to define the default prefix assigned to Kanban job identifiers. When the application generates Kanban
receipts, it adds this prefix to the generated job numbers.
12. Select the Prevent Changes check box to indicate users cannot make changes to jobs selected as Engineered. Users can then
only add or edit memos and select or clear user-defined check boxes.
13. When you select the Prevent Changes check box, you activate the Create Audit Log check box. This indicates when users make
changes to check boxes on the job header, they must enter memo descriptions for each change.
14. Click the Relieved by drop-down list to define how you wish to Most companies calculate load based on Quantity
remove load on operations. Load is the total number of hours (Quantity Remaining * Estimated Hours per Piece).
remaining on an operation, including setup and production. You can However, if you manufacture one piece quantities and
relieve load using Hours, Quantity, and Cost. cannot report them, you can calculate load through
Hours (Estimated Hours - Actual Hours) or Cost
(Estimated Cost - Actual Cost).

15. Select the Change Impact Price List you will use on the Schedule Impact report. This price list contains prices for your
company’s finished goods. The Schedule Impact report uses these prices to calculate the value of job demand not related to
order releases, so select a price list you want to use to measure the effects of schedule changes.
16. Use the Direct Ship Standard Cost Job Variances radio button options to define the method you use to record variances from
jobs you ship direct. Available options:
• Post to Cost of Sales – The default option, this method causes job variances to post in the Cost of Sales (COS) account.
• Post to Product Group – Causes job variances to post to the account selected on the part’s Product Group.
17. Select the Enable Mfg Cost Elements check box to activate the alternate Split Cost Elements job estimate calculation. This
calculation provides detailed job cost analysis by totaling the cost buckets independently throughout each job’s method of
manufacturing. It then arrives at separate material, labor, burden, subcontract, and material burden (if used) total cost values for
the highest level assembly.
In contrast, the default job estimate calculation totals all the cost You review the analysis generated by the Split Cost
buckets on each assembly in the material bucket, then adds this Elements calculation within the Job Tracker. For more
material value to the material cost bucket on the next level assembly. information, review the Job Costing Technical
This process continues throughout each level in the method of Reference Guide located within the application help.
manufacturing.
18. You can enter up to five User Defined Check Off Labels. These labels display next to custom check boxes on the Job Entry >
Job Header sheet, and they indicate where the job is at within its production cycle. When you define these labels, you
customize Job Entry to display the labels and the check off boxes.
After these check boxes display in Job Entry, you activate the global alert To learn about global alerts, review the Global Alerts
that monitors each check off box. This causes a global alert to be sent Maintenance help topics or the Epicor ICE Tools User
to users who need to know this specific task is complete. Guide. To learn how to customize a program, review
the Customization help topics or the Epicor ICE User
19. When you finish defining the Job Management options, click Save. Experience and Customization Guide.
Data Collection
Use the Data Collection sheet to define the options for the Data Collection module (which includes Handheld and MES functions). The
Data Collection module configuration settings also define several job default values.
To set up Data Collection options:

Production > Data Collection
sheet.
2. Select the Calc Idle Time

check box to indicate idle time 1
entries generate in the Data
2
Collection module. Idle time
3
records the difference between
employee total time and the sum
4
of all the reported labor detail
transactions.
3. The Default Plant field displays

the primary plant for the current
company. You cannot change this
value.
4. The Resource Group drop-down list specifies the resource group against which idle time entries are recorded. When you select
the Calc Idle Time check box, you must select a resource group.

5. Select an Indirect Labor code

against which idle time entries are
recorded. When you select the
Calc Idle Time check box, you 13
must select an Indirect Labor code.
6. Select the Use Shop Warnings

check box to generate shop
warning messages when specific
conditions occur in the database.
These warnings display in multiple 5
programs throughout the Epicor 6 10
application.
7
7. Enter the number of Weeks to 11
8
Keep Warnings during which
9
shop warnings are stored in the 12
application. When a Data
Collection user logs into the
application, any warnings
generated before this Weeks to
Keep Warnings value are deleted.
8. Select the Prevent First Article

Bypass check box to cause
materials defined as first articles to
go through First Article Inspection after they are finished in the Work Queue.
9. When you select the Consider Grace for Labor Detail check box, you indicate the Clock-In and Clock-Out Allowance times
display on the Labor Edit report. If this check box is clear, the actual Clock-In and Clock-Out times display for late clock-ins and
early clock-outs on the Labor Detail report.
10. Use the Clock In Allowance Time fields to You define the clock-in allowance time as 10, and the clock-in allowance time
define how many minutes before and after a as 2. Your first shift starts at 7:00 a.m. John clocks in at 6:50. His clock-in
scheduled shift starts an employee can clock in time is adjusted to 7:00, since it falls within the 10-minute early allowance.
and still be considered as starting on time. You Jane clocks in at 7:03. Her clock-in time will remain at 7:03, because it falls
enter this range in the Early and Late fields. outside the 2-minute late allowance.
11. Use the Clock Out Allowance Time fields to define how many minutes before and after a scheduled shift ends an employee
can clock in and still be considered as starting on time. You enter this range in the Early and Late fields.
12. Select a Default Shift for the current company. When you add an employee in Employee Maintenance, this default shift value
automatically displays on the new record. For more information on Employee Maintenance, review Chapter 5: Personnel.
13. When you finish defining the Data Collection options, click Save.
Product Lifecycle Management (PLM)

Use this sheet to define the options for the Product Lifecycle Management (PLM) module.

To set up PLM options:

Production > PLM sheet.
2. Enter the PLM Export

Directory from which you 4
export Product Lifecycle 1
Management files. You then
import these files in the PLM third
party application.
3. Click the ECO Group drop-down 2

list to select the default ID for the
3
Engineering Change Order (ECO)
group. This ECO group is used for
BOM data downloaded from
Product Lifecycle Management.
4. When you finish defining the Product Lifecycle Management options, click Save.
Quality Assurance (QA)

Use the QA sheet to define the options for the Quality Assurance module.
To set up Quality Assurance options:

Production > QA sheet.
2. The Default Plant field

displays the plant you use at 6
this company for inspections. You 1
cannot change this value.
3. Click the Default Inspection

Warehouse drop-down list to
specify the default warehouse 2
used for inspecting received parts.
3
4. Use the Initialization Options
to define the starting numbers 4 5
for Non-Conformance IDs and
Corrective Action IDs. These
identifier numbers generate
automatically by adding “1” to the
highest number available in the
database. If you do not enter a
value in these fields, these numbers begin with 1 and increase from this number.
5. Select the Move Costs to DMR check box to indicate you want Assembly costs are not removed from the job when the
the default action for failed assemblies to move their costs to the assembly is in inspection; the application only removes them
Discrepant Material Report (DMR). when the assembly fails inspection and moves to DMR. This
check box only applies to assemblies. Material costs are
6. When you finish defining the Quality Assurance options, click
removed from the job when they are moved to inspection.
Save.

Material Requirements Planning (MRP)

Use this sheet to define the Material Requirements Planning (MRP) module options.
To set up Material Requirements Planning options:

Production > MRP sheet.
2. Define the Forecast Window 11

you need. This window is a date 1
range around the forecast date in
which sales order demand is
included in the overall forecast.
2
You enter two values: 5
6
• Days Before – Specifies the 7
number of days before the 3
8
actual forecast date that the
forecast includes sales order 9
10
demand.
4
• Days After – Specifies the
number of days after the actual
forecast date that the forecast
includes sales order demand.
For example, if you enter 15 in

both the Days Before and Days
After fields, then a forecast for
November 20, 2015 includes
all sales orders whose required
Due Dates occur on
November 5 – December 5.
3. The Suggest Job Prefixes section displays the prefix values for jobs generated by MRP. These prefixes are added to the Job IDs
to identify and group MRP jobs. Available options:
• Unfirm Job Prefix – The prefix initially added to Job IDs generated by MRP. Unfirm jobs are suggestions production
managers review to decide whether the job will be
produced. If you have a multi-plant environment, these values display as read
only values in Company Configuration; you enter these prefix values
• Firm Job Prefix – The prefix that replaces the for specific plants in Plant Configuration Control. The prefix values
Unfirm Job Prefix on a Job ID when production identify the plant that produces the job as well. For more information,
managers select the Firm check box on an MRP job. review Chapter 3: Plants.
4. In addition to the job prefixes, you also determine how MRP generates Job ID numbers. You do this by selecting an option in the
MRP Job ID group box. Available options:
• Next Job – Generated jobs use the next highest available job number.
• Order Release – If the sales order release is defined as Make to Order, MRP generates job identifiers from the sales orders,
using the Sales Order – Line – Release number format. However, if the sales order release is not Make to Order, MRP uses
the next highest available job number.
5. Use the Default Import Format drop-down list to identify the format to use when sales history data is imported from external
forecast solutions. The format defines the data imported in the file; valid options include combinations of Customer, Part, and
Plant.

6. Use the Default Export Format drop-down list to identify For new companies, run Conversion 10870 to make the export
the format to use when sales history data is exported to formats available. To do this, navigate to Start > Programs >
external forecast solutions. The format defines the data Epicor > Epicor Admin Tools. Click Run Conversion Program and
exported in the file; valid options include combinations of locate conversion 10870. From the Conversion menu, select
Customer, Part, and Plant. Run Conversion Program.
7. Use the Forecast Periods field to specify what fiscal periods
this company uses for the forecast import and export process. This value determines the Periods Per Year value. Available options:
• Day
• Week
• Month
• Quarter
• Semester
• Year
8. The Periods Per Year value identifies the number of forecast periods per year. Typically this field populates based on the Forecast
Periods value; however, if you select Day or Week for the Forecast Period, you can edit this value.
9. Select the Replace Missing Values check box to indicate forecast periods with zero demand will still export with the forecast
data.
10. The Import Day determines the forecast date for each imported forecast period. The number you enter here depends on the
Forecast Period you select. Valid entries:
• Day — The only valid entry is 1
• Week — Valid entries are 1 - 7
• Month — Valid entries are 1 - 31
• Quarter — Valid entries are 1 - 93
• Semester — Valid entries are 1 - 186
• Year — Valid entries are 1 - 365
11. When you finish defining the MRP options, click Save.
Materials
Through the Materials sheets, you set up the company configuration for the Inventory Management, Purchase Management, and
Shipping/Receiving modules. This section describes the options available for each module. You can also review the options for serial
mask formats.
Inventory
Use the General and Lot sheets to define the options for the Inventory Management module.

General Inventory Options
The General sheet contains options for Engineering Change Orders (ECO), bar codes, transfer orders, and stock provision reports.
Define these options to reflect the current company’s inventory process flow.
To set up general inventory options:

Materials > Inventory > General
sheet.
13
2. Select the Print Bar Codes check
box to indicate bar codes can be
printed on certain 1
reports/forms.
2
In addition to selecting the
3
Print Bar Codes check box, you
must also install the Epicor Bar 4
39 font in the Windows/Fonts 5
directory. You can then use the 6
Bar Code option on any
7
reports/forms that use Crystal 8
Reports. 9
10
3. When you click the Use
Inventory Adjustment Reasons 11
check box, you specify reason 12
codes are required to enter
inventory and cost adjustments.
You enter these changes in the Cost Adjustments and Quantity Adjustments programs.
4. Select the Unapprove Revision On Check Out option to cause the status of part revisions to automatically change. When users
check out an Engineering Change Order (ECO), the part revision’s status automatically changes to Unapproved.
5. Select the Verify Password on Check In option to indicate user passwords are verified during Revision approvals and check-
in/out processes.
6. When you click the Workflow Required check box, both a workflow group and task set must be selected on Engineering
Change Order (ECO) requests.
7. Select the Single User check box to limit each ECO Group to only have one user. Users check out these groups in the
Engineering Workbench. If the check box is clear, specific revisions within a group are locked instead.
8. Select the Allow Express Part Checkout option to activate the Express Part Checkout program. Users can then check out a
part revision through this program as well as the Engineering Workbench.
9. Enter the Transfer Order Number Length to determine how many digits you need in transfer order numbers.
10. Next, enter the Starting Transfer Order Number. Transfer order For example, if you enter 4 in the Transfer Order Number
numbers generate automatically by adding “1” to the highest Length field and your Starting Transfer Order Number is
number available in the database. If you do not enter a value in 20, the Epicor application fills in the remaining two digits
this field, the transfer orders begin with 1 and increase from this with zeroes. The first transfer order number will be 0020.
number.
11. You can select a Default Slow Moving Format Code to use on the Slow Moving Stock Provision report.
12. You can select a Default Excess Format Code to use on the Excess Stock Provision report.
13. When you finish defining your general inventory options, click Save.

Lot Inventory Options
Use the Lot sheet to define lot attribute default values at the company level. Whenever a new lot is created or used for a specific part,
these attributes are required. They sort information that can be tracked at the lot level.
The attributes you select on this sheet display in Part Maintenance on the Lots > Attributes sheet. Although required when a new lot is
created for a part, these values can be overridden on specific part records.
To set up lot inventory options:

Materials > Inventory > Lot
sheet.
3
2. This sheet contains a number of
lot attributes. Select the various
attributes you want to make 1
available for lot controlled parts
in the current company. Available
options:
2
• Batch
• MFG Batch
• MFG Lot
• Heat Number
• Firmware
• Best Before Date
• Original Mfg Date
• Cure Date
• Expire Date
3. When you finish, click Save.
Purchase
Use the Purchase sheet to define the default purchasing options for the Purchase Management module.
To set up purchasing options:

Materials > Purchase sheet.
2. Enter the Starting PO number.

Purchase order numbers
generate automatically by 1
adding “1” to the highest number
not enter a value in this field, the 2
purchase orders begin with 1 and

3. Enter the Starting RFQ number.

Request For Quote (RFQ) numbers
generate automatically by
adding “1” to the highest 10
number available in the database.
If you do not enter a value in this
field, the RFQs begin with 1 and
3
4
You can manually enter
5
purchase order and RFQ
numbers. To do this, enter 6
99999 as the Starting PO 7
and/or Starting RFQ value,
then enter the numbers you
want in Purchase Order Entry 8
and Request For Quote Entry. 9
The numbers you enter must
be smaller than the number in
the Starting PO and Starting
RFQ fields.
4. Use the Default Quantity options to define the quantity users can change on the purchase order detail line. Available options:
• Our
• Supplier
5. Select the Enable Sourcing check box to activate When buyers post their RFQs to Epicor Sourcing, suppliers can place bids
the Epicor Sourcing functionality. This internet against the RFQ lines. Each record has a time limit, so when this limit is
web auction application integrates with Request reached, bidding on the RFQ closes. Buyers can then use the Sourcing
for Quotes (RFQ) Entry. You leverage this application to determine which bid to accept. To purchase this separate
functionality to make RFQ lines available for online internet application, contact your Epicor Account Manager.
bidding from suppliers.
6. In the Sourcing URL field, define the uniform resource locator (URL) that contains the Epicor Sourcing application. Epicor
Sourcing is then integrated with your Epicor application.
7. Now enter the Username and Password for the individual who can launch Epicor Sourcing. This user then creates sourcing
(auction) events.
8. Enter the Purchasing Company you need for consolidated purchasing. If your organization has the Multi-Site Management
license, you can create consolidated purchase orders. The selected company is the central purchasing company for these
purchase orders. Consolidated purchase orders control purchases for separate companies and plants across your organization.
9. Use the Global Currency Code drop-down list to specify the default currency for consolidated purchase orders. When a
consolidated purchase order is created by the purchasing company and sent to a receiving company, the application converts the
purchase orders base currency to this global currency. For more information, review Chapter 7: Multi-Currencies.
10. When you finish defining your purchasing options, click Save.
Shipping Receiving
Use this sheet to define the options for the Shipping/Receiving module. The Landed Cost options on this sheet are available if your
organization has a Landed Cost license.

To set up shipping and receiving options:

Materials > Shipping Receiving
sheet.
2. Click the Default Misc Freight 1

Code drop-down list to specify the
default miscellaneous charge used
on customer shipments.
4
3. Select the Staging Required 2
5
check box to activate the shipment 3
staging logic. This logic tracks 7 6
the status of each shipment by
displaying Open, Closed,
Freighted, and so on.
8
4. Some countries require packing
slips include the taxes levied 9
against shipped goods. When you
click the Calculate Taxes for 10
Customer Shipments check box, 11
you specify taxes are calculated
12
and printed on packing slips for
customer shipments.
5. Some countries require packing

slips display the value of the
shipped goods. If you select the Calculate Prices check box, you indicate prices are calculated and printed on packing slips for
both customer and transfer order shipments. If you select the Calculate Taxes for Customer Shipments check box, this check box
is selected by default.
6. Select the Allow Shipments for Orders on Hold check box to give users the ability to process shipments for sales orders
placed on credit hold. Sales orders are placed on hold either manually or automatically through demand contracts.
7. Use the Receipt Default Quantity options to indicate how quantity charges are calculated for receipt lines. Available options:
• Our Qty
• Supplier Qty
8. Select the PO Release Shipping Option to specify how to handle discrepant quantities between the original PO release and the
shipped quantity. Available options:
• None
• Create New
• Ship Short
9. Select the PO Release Receipt Option to specify how to handle discrepant quantities between the original PO release and the
received quantity. These options are the same as the PO Release Shipping Options.
10. When you select the Allow Landed Cost In Receipt Entry check box, you indicate landed costs can be calculated in Receipt
Entry and Container Receipt Entry.
11. Select the Apply Landed Cost After Receipt check box so users can apply landed costs to posted receipts.
12. Select the Allow Split Container Shipment check box so users can divide the quantities in container shipments.

13. Select the Allow Transfer of

Indirect Costs check box so users
can transfer indirect costs to
multiple shipments when 21
invoices apply against two or more
shipments.
14. Select the Allow Update of PO

Transaction Value check box so
users can update duty calculations.
Activating this option does not
affect the purchase order value of
received goods.
15. To shut off the uplift percentage

calculation, select the Disable
Uplift Percent check box.
16. Select the Default Disburse

Method this module uses to 17
disburse landed costs to a 18
shipment. Available options: 13 19
• Value 14
15
• Quantity 20
16
• Weight
• Volume
• Material
17. Select the Allow update of Supplier Price when Receiving check box to indicate supplier price updates can modify purchase
order lines when these lines are received. The Epicor application uses the supplier prices specified at time of receipt for all
subsequent processing such as costing, invoicing, accounting, stock
Supplier prices can only be updated at time of receipt
and job updates.
for internally managed inventory items. They cannot be
adjusted for externally managed (customer or supplier-
Selecting this check box activates both the Percentage Tolerance
owned) or contract purchase order inventory items.
and Monetary Tolerance fields.
18. The Percentage Tolerance value specifies the price adjustment tolerance you allow when users update purchase order prices at
time of receipt. If a price exceeds this tolerance percentage, you can either Stop the transaction or Warn the user through an
alert.
19. Enter a Monetary Tolerance value you need. Use this value to If 1.50 is entered in the Monetary Tolerance field, users
specify the supplier price adjustment tolerance you allow when users can only enter supplier price adjustments within 1.5 of
update purchase order prices at time of receipt. the extended value, based on the original PO unit price.
If the extended value is 100.00, the supplier price
20. Use the Supplier Price Limit Action radio button options to adjustments can only change through a plus or minus
determine whether price adjustments that exceed either tolerance 1.5 value — in this case, 99.50 - 101.50.
cause the application to Warn a user through an alert message or
Stop the transaction.
21. When you finish defining the shipping and receiving options, click Save.

Serial Mask Formats

Use this sheet to define the options for the Serial Mask Formats module. You can define a serial number mask by setting up internal
codes. The masked fields translate to the characters you define; you can use the default standard English characters or create your
own.
To set up serial mask options:

Materials > Serial Mask Formats
sheet. 14
1
2. Enter the Alphanumeric
Character that represents an
alphanumeric character in the
mask (for example, 5, A, or a). The 8
2
default is the ampersand (&). 9
3
3. Use the Alpha Only Character 4 10
field to specify the mask character 5 11
used to represent an alpha 12
6
character (for example, [a to z] or
[A to Z]). The default is the 7
commercial At sign (@).
4. Enter the Numeric Only

Character that represents a
numeric character (for example, [0
to 9]). The default is the pound
13
sign (#).
5. In the Mandatory Character of any Format field, enter the character that represents a mandatory variable for any
alphanumeric character. The default is the question mark (^). For example, if you enter 2^ in the mask, when a serial number is
created, the ^ must be replaced by a character.
6. Enter the Optional Alphanumeric Character value to specify the mask value that represents any alphanumeric character that
may be needed in the serial number. The default is the exclamation point (!). This character is always the last character in a mask.
7. In the Strip Character field, enter the mask character that represents any removed characters when the internal serial number is
created. The default is a Tilde (~). This character can only be at the front or back of a mask.
8. The Day Character field specifies the mask character used to represent the day of the year. The default is the letter D. The mask
character replaces two characters of the serial number.
9. Enter the Month Character that represents the month of the year; the default value is the letter M. This mask character replaces
two characters of the serial number.
10. In the Two Number Year Characters field, enter the mask characters that represent the year. The default is YY. The mask
characters replace two characters of the serial number.
11. The Four Number Year Characters field specifies the four mask characters used to represent the year. The default is YYYY. The
mask characters replace four characters of the serial number.
12. The Part Number Representation Character specifies the two mask characters used for the part number. These characters are
entered as <Px>, where P is the default for the part number and x is the number of characters of the part number. For example,
if the part number is DS4000-1 and <P6> is entered in the mask, then DS4000 will be included in the serial number.

13. The Example Strings group box displays example characters and strings that display in the serial mask example. This example
displays in other programs. Available example fields:
• Alpha Numeric Example Character
• Alpha Only Example Character
• Part Number Replacement Example String
14. When you finish defining the serial mask options, click Save.
Finance
Use the Finance sheets to set up the company configuration for the Accounts Receivable, Accounts Payable, General Ledger, Payroll
and Asset Management modules. This section describes the options available for each module. You also define how the company
integrates with Tax Connect and uses payment instruments.
Accounts Receivable
Modify the sheets under the Accounts Receivable tabs to define the default values that affect operation of Accounts Receivable (AR)
processes and programs.
General AR Options
The Accounts Receivable module has several overall settings that define how this module functions.
To set up general AR options:

Finance > Accounts
Receivable > General sheet.
2. Enter the Starting Invoice

number. Invoice numbers
generate automatically by 1
adding “1” to the highest
number available in the 2 3 5
database. If you do not enter a 4 6
value in this field, the invoices 7
8
begin with 1 and increase from
this number. 9 10
11 12
3. Select the Ready To Calculate
check box to cause new AR 14
13
invoices to automatically select
15
their Ready to Calculate check
boxes. Sales taxes are then
automatically calculated against
the AR invoice.
If you use the Tax Connect

functionality (Avalara® AvaTax®),
this check box also indicates sales
taxes against each AR invoice are
automatically calculated and
validated through this service. For
more information on Tax Connect,
review the Tax Interface section later in this chapter.

4. When you select the Use Alt Bill To Address check box, you indicate the alternate bill to location defined on each customer
record is the locality used to generate sales tax amounts. Clear this check box to indicate the ship-to address specified on a
customer ship to location is used instead.
When Tax Connect generates the taxes on AR invoices, sales tax percentages assigned to the specified localities are multiplied
against the invoice amounts. If you need, you can override this setting on specific invoices.
5. Select the Customer specific Tax Rules check box to specify the You select the rounding rules on customer records in
tax rounding calculation level (line or total) uses the rounding rules Customer Maintenance on the Billing > Detail sheet. You
defined on each customer record. If this check box is clear, the tax select the rounding rules for a currency in Currency
rounding uses the rules for the currency, and the sales tax Master Maintenance on the Rounding sheet.
calculation level (line or total) uses the Company Configuration
settings you define on the Modules > Sales > Order sheet. For more information, review the previous Sales Order section.
6. Select the Allow Confirmation Taxes check box to activate the tax confirmation process. When you receive a confirmation
document from a customer, you enter the confirmation date and update the tax tables. This process is required in some
countries.
7. Click the Default Aging Report Format Code drop-down list to specify the default format code for aging AR when running
the Aged Receivables report.
8. Activate the Use Shipment Date for Invoice Date check box to indicate you want the Shipment Date to also be used as the
Issued Date. If this check box is clear, the Invoice Date is used for the Issued Date instead.
9. Enter the Tolerance level the AR module uses for rounding calculations. This value determines the tolerance amount the AR
module allows for rounding differences that may happen when invoices are settled in a different currency from the invoice
currency. You can enter a value up to six decimals.
10. Select the Prorate Discount to Line check box to indicate the The posting engine tracks the pro-rated tax values on
credit value linked to invoices and sales orders can change amounts gross amounts, displaying these amounts for sales and
on all detail lines on these records. These transactions are typically tax analysis. Because separate GL accounts can be used
negotiated discounts for a settlement. This feature also updates for sales and discounts at each tax rate, you can then
taxes associated with the original invoice, as well as discounts and verify the tax value from the corresponding discounted
sales commissions from the original sales order. sales account values.
11. Select the Use A/R Clearing Accounting check box to indicate invoice transactions post to the AR clearing accounts.
12. If legal numbers are required for your locality, select the AR Invoices and Credit Memos check box. Legal numbers then display
on AR invoices and credit memos. Users then need to print a transaction to generate a legal number. If this check box is clear,
legal numbers generate when you post a transaction. For more information, review Chapter 9: Legal Numbers.
13. Use the Finance Charge Options to determine how the AR module calculates additional late charges. Available options:
• Calculation Based on Days Overdue – Indicates finance charges are based on how many days an invoice is overdue. It then
calculates the finance charge percentage against past due invoice amounts during these date ranges.
• Calculations Based on Invoice Amount – Indicates finance charges are calculated by multiplying the Finance Charge Percent
against the current invoice amount.
14. If the Percentage Based on Invoice Amount check box is selected, You enter finance charges and rates using Finance/Late
you can activate the Once Per Invoice check box. This indicates a Charge Maintenance; you generate finance charges by
finance charge generates once for each overdue invoice. If this running the Process Finance/Late Charges program.
check box is clear, a new finance charge generates against each These programs are located in the Accounts Receivable
overdue invoice whenever the Process Finance/Late Charges Setup and General Operations folders.
program runs.
15. Select the Combine With Reminder Letter check box to indicate reminder letters will contain information related to late
charges.

16. When you select the Allow

Invoice Settlement in Different
Currency check box, you
specify an AR invoice can be 26
created in one currency but paid in
a different currency.
Selecting this check box

activates fields in Cash Receipts
Entry, these fields are found on
the AR Receipt > Header >
Currency sheet. You can then
use this sheet to receive
payment against an invoice in
a different currency.
17. Click the Preferred Bank drop-

down list to specify a preferred
bank for cash receipts from sales. 16 17
18
18. Select the Enable Invoice
Dates Set Up check box to 19 22
define automatic date 20 23
calculations for AR invoices.
21
This option activates all the
fields in the Invoice Dates Set Up 24 25
group box.
19. Use the Apply fields to define

how the Apply Date value is automatically generated on AR invoices. The Apply Date is the date on which an invoice is applied
to a GL journal. Available options:
• Amend – Indicates this date is automatically generated. You cannot change this option.
• Defaults – Use this drop-down list to indicate whether the Apply Date defaults from either the Ship Date or the Invoice
Date.
• Linking – Use this drop-down list to indicate you want the Apply Date to be used as the default value for another date. You
can select None, Ship Date, or Invoice Date.
20. Use the Shipment fields to define how the Shipment Date value automatically generates on AR invoices. Available options:
• Amend – Select this check box to indicate you want this rate to automatically generate.
• Defaults – Indicates the Ship Date is always the date of the last delivery to the customer. You cannot change this value.
• Linking – Use this drop-down list to indicate you want the Shipment Date to be used as the default value for another date.
You can select None, Apply Date, or Invoice Date.
21. Use the Tax Point fields to define how the Tax Point Date value automatically generates on AR invoices. This date is used to
determine when taxes are calculated against an AR invoice and this value is also used as the Tax Report Date. Available options:
• Defaults – Indicates the Tax Date defaults from either the Ship Date or the Invoice Date.
• Linking – Use this drop-down list to indicate you want the Tax Point Date to be used as the default value for another date.
You can select None, Apply Date, Ship Date, or Invoice Date.

22. Use the Tax Rate fields to define how the Tax Rate value is automatically calculated on AR invoices. The tax rate active on the
date indicated through these fields defines the rate calculated against the AR invoice. Available options:
• Defaults – Indicates the Tax Rate value defaults from either the Ship Date or the Invoice Date.
• Linking – Use this drop-down list to indicate you want the date on which the tax rate calculates used as a default for another
date. You can select None, Apply Date, Ship Date, Invoice Date, or Tax Point Date.
23. Use the Tax Rate Credit fields to define how the Tax Rate Credit value is automatically calculated on AR invoices. The credit
rate active on the date indicated through these fields defines the credit rate calculated against the AR invoice. Available options:
• Amend – Select this check box to indicate you want this credit rate to automatically generate.
• Defaults – Indicates the Tax Rate value defaults from either the Credit Date on which the credit value was entered or the
Applied Invoice Date on which the invoice was recorded in the general ledger.
24. Select the Exchange Rate Date to use with the Accounts Receivable module. This value defines the date this module uses to
determine the date for the exchange rate value. Available options:
• Apply Date Some European countries require you use

the Invoice Date.
• Invoice Date
25. Define the Tax Transaction Date to use as the default date for creating tax boxes and VAT reports. Available options:
• Invoice Date Some European countries require VAT

reports use the Tax Point Date, which is the
• Tax Point date a customer received goods or services.
26. When you finish defining the general options for the AR module, click Save.
National Accounts
Use the National Accounts sheet to designate relationship classes used to define national accounts. The sheet specifies the classes for
relationships where customers share credit, reporting, and payer sold-to accounts.
To set up national account relationship options:

Finance > Accounts Receivable
> National Accounts sheet.
2. National account customers can

share credit. To activate this
function, select the check box 1
next to the Credit Checking
button. Then click this button
to find and select the 2
relationship class.
You set up national accounts

using both Relationship Class
Maintenance and National
Account Relationship
Maintenance. These programs
are located in the Financial
Management > Accounts
Receivable > Setup folder.

3. National accounts can define

reporting relationships based on
markets or other criteria. You
activate this national account 6
function by clicking the check box
next to the Reports button. Then
click this button to select the
relationship class you need.
4. You can also establish payer-

3 5
sold-to relationships. Through
these relationships, a payer 4
customer pays for a sold to
customer who receives invoices. To activate this national account function, select the check box next to the Payer-Bill To button.
Then click this button to find and select the relationship class.
5. Select the Across National Account check box to indicate your company accepts payments from any customer within the
national account. This feature then ignores parent-child relationships when determining from whom you receive payment.
6. When you finish setting up national accounts, click Save.
Individual Deposit Invoice Tracking
Use the Individual Deposit Invoice Tracking sheet to set up how you handle deposit invoices for taxes. The tax is calculated based on
the options you select on this sheet; the default setting allocates a deposit invoice against a sales order without collecting taxes.
To set up general deposit invoice tracking:

Finance > Accounts Receivable
> Individual Deposit Invoice
9
Tracking sheet. 1
2. Click the Invoice Deposit Tax
Treatment drop-down list to
specify how taxes are charged on
deposit invoices. Available options:
2
• No Tax - Default setting
3
• Tax Shipment Net movement 4 5
- Charges tax on net goods 6
7
• Reverse tax on shipment
invoice - Reversal of original tax 8
at original rate
• Reverse tax by invoice match - Independent deposits and subsequent matching (method used by Russia)
3. Select the Product Tax Category to use for the deposit You create these categories in Product Tax Category Maintenance.
invoices. Product tax categories classify different products This program is available in the Financial Management > Accounts
and services based on taxes, so you can assign a specific Receivable > Setup folder; click the Tax Product Category icon.
tax rate to a specific product tax category.
4. Select the Require Deposit Invoice check box to indicate deposit invoices are mandatory for payments.
5. If the Require Deposit Invoice check box is not selected, you can enter an Invoice Days Delay value. Use this field to define how
many days you allow for a late deposit invoice.

6. Click the Deposit Transaction Document Type drop- Transaction document types define the kinds of documents
down list to specify what transaction type will assign legal assigned to legal number sequences. You create these types in
numbers to deposit invoices. Transaction Document Type Maintenance. This program is located
in the Financial Management > Accounts Receivable > Setup folder.
7. Select the Deposit Invoices show prior linked Deposit
Invoices check box to indicate each deposit invoice can
display a previous deposit invoice. This invoice is linked to the current deposit invoice.
8. If you set the Invoice Deposit Tax Treatment drop-down list to the Tax Shipment Net Movement option, then the Allow
shipment invoice with negative net tax elements check box activates. If selected, you can process shipment invoices with
negative tax amounts.
This situation occurs if the shipment invoice contains items that use a different rate from the rate for the deposit invoice. If this
check box is clear, this off-set can only be for items in the same tax type. Separate credits are then needed for unmatched values.
9. When you finish setting up deposit invoice tracking, click Save.
Accounts Payable
Use the Accounts Payable sheet to define options for the Accounts Payable (AP) module.
To set up accounts payable options:

Finance > Accounts Payable
sheet.
2. Select the Save Receipts for 1

Invoicing check box so users can
create accounts payable
invoices from receipts. PO 2
receipt information entered in 3 5
the Shipping/Receiving module
4
is then available to use on
billing lines in AP Invoice Entry.
3. Select the Ready To Calculate

check box to cause new AP
invoices to automatically select
their Ready to Calculate check
boxes. Sales taxes are then
automatically calculated against
the AP invoice.
If you use the Tax Connect

functionality (Avalara® AvaTax®),
this check box also indicates sales
taxes against each AP invoice are
automatically calculated and
validated through this service. For
more information on Tax Connect,
review the Tax Interface section later in this chapter.
4. Select the Default Tax Exempt from PO Line check box to pull in the Taxable setting from PO detail lines into AP invoices.
Within Purchase Order Entry, users can select or clear the Taxable check box on the Lines > Detail sheet. This setting is then
used in AP Invoice Entry.
5. When you select the Auto Create Supplier for Employee check box, each time you enter an employee record, a supplier
record is generated. You use this functionality for processing expenses.

6. Enter the Supplier ID Prefix to

include when you automatically
create a supplier record from
18
an employee record. This prefix
is added to each Supplier ID,
making it easier to locate and
identify these supplier records.
7. Click the Default Aging Report 6

Format Code drop-down list to
select the default code for 7
8
aging accounts payable records 9
on the Aged Payables report. 10
12
8. Select the Always Take 11 13
Discount check box to cause
14
discounts to always calculate
during AP payment entry, 15
regardless of the Discount Due 16
Date. If you clear this check box, 17
discounts are only calculated if the
Payment Date is on or before the
Discount Due Date. Users can
override the discount amount on
specific payments.
9. Select the AP Purchase Type

check box to specify the Purchase Code field is available in Purchase Order Entry on the Lines > Detail sheet. Purchase codes
contain an extra debit and credit GL account required for some European financial localities.
10. When you select the Accept rounding check box, you indicate rounding differences automatically post with AP invoices. If this
check box is clear, users must manually balance transactions with rounding differences.
11. Enter the Tolerance level the AP module uses for rounding calculations. This value determines the tolerance amount the AP
module allows for rounding differences that may happen when invoices are settled in a different currency from the invoice
currency. You can enter a value up to six decimals.
12. Select the Exchange Rate Date to use with the Accounts Payable module. This value defines the date this module uses to
determine the date for the exchange rate value. Available options:
• Apply Date Some European countries require you use the

Invoice Date.
• Invoice Date
13. Define the Tax Transaction Date to use as the default date for creating tax boxes and VAT reports. Available options:
• Invoice Date Some European countries require VAT reports use

the Tax Point Date, which is the date a customer
• Tax Point received goods or services.
14. If your company uses the Central AP Invoice Payment functionality, click the Parent Company drop-down list to select the
company that makes these central payments. To activate this functionality,
After a subsidiary posts an AP invoice, the parent
both the subsidiary (child) company and parent company must select the
company receives this invoice and turns it into an
same parent company from this drop-down list.
AP invoice within its database. After the parent
company pays the invoice, a payment history
memo is sent to the subsidiary database and this
memo is attached to the original AP invoice.

15. Click the Accounting Option drop-down list to define how the application handles logged invoices. Available options:
• Account for Taxes causes the payables and tax accounts to directly post. Expenses are posted to suspense accounts.
• Authorization Tracking only creates invoices for authorization. When users post invoices, these invoices do not affect the
general ledger.
• Book All to Suspense Accounts causes payables, tax, and expenses to post to corresponding suspense accounts.
16. Select the Auto Approve Logged Invoices check box to indicate when a logged invoice is posted, it is also automatically
approved. If you selected Authorization Tracking as the Accounting Option, this field is not available.
17. Leverage the Available Users and Authorized Admins lists to indicate which users are authorized to approve logged AP
invoices. Select the users you want from the Available Users list and then click the Right Arrow button to move them to the
Authorized Admins list.
18. When you finish setting up the accounts payable options, click Save.
General Ledger
Leverage this sheet to define the options for the General Ledger (GL) module.
To set up general ledger options:

Finance > General sheet.
2. Select the System Interfaces you

1
wish to link to the General Ledger
module. Transactions posted to the
interfaces you select also create
GL journal transactions. 2
Available options:
• Accounts Payable 3
• Accounts Receivable 4
• Payroll
5
• Inventory
When you activate the Inventory

check box, you can post Inventory,
WIP, and Cost of Sales information to your general ledger. Within the Select the system interface options after you enter the
Capture WIP/COS Activity program, the Post to General Ledger initial GL balances. If you select an interface before you
check box is available. However, before you select the Inventory enter these transactions, you receive a warning message
each time you post. You can ignore these warnings;
check box, be sure to review the Company section within the
they stop displaying after you post transactions to the
Inventory Transactions Technical Reference Guide within
general ledger.
application help.
3. Select the Allow Unbalanced Manual General Journal Entries check box so unbalanced journal entries can be posted to the
general ledger. A warning message still displays so you can verify all unbalanced journal entries.
4. Select the Use current date when matching GL transactions check box to specify GL transactions pull the current system
date when users run the GL Transaction Matching program. Clear this check box to use the last Apply Date for the matched
transactions instead.
5. When you select the Batch Balances check box, you maintain GL balance records in batch mode instead of real-time.

6. If the Batch Balances check box is

not selected, you can select the
Batch Daily Balances check
box. The GL module then 9
maintains GL daily balances in
batch mode instead of real-time.
7. If this company will use multiple

books, select the Default Book
Mode for entries made in these
books. Available options:
• Single Book - The selected

book’s fiscal calendar, currency,
6
and COA of the selected book
are the defaults.
7
• Multi Book - The current 8
company’s fiscal calendar,
currency, and the Master COA
are the defaults.
8. Click the Default Journal Code drop-down list to define the journal These codes group journals associated with posting
used for entering transactions. processes. You create these codes in Journal Code
Maintenance. This program is located in the Financial
9. When you finish selecting the general ledger options, click Save. Management > General Ledger > Setup folder.
Payroll
Use this sheet to define the options for the Payroll module.
To set up payroll options:

Finance > Payroll sheet.
2. The Start Date field specifies 6

the date on which you begin 1
payroll processing. You can modify
this date until you enter a payroll
transaction in Payroll Check Entry; 2 5
this field then becomes read-only.
3
Be sure to begin payroll
processing at the beginning of
a quarter.
4
3. If you run payroll semimonthly
(twice a month), enter the 2nd
Period Start Day value. This specifies the day of the month on which the second payroll run in each month should begin.
4. Select a Check Print Order option to define the sequence through which payroll checks are printed. Available options:
• Department
• Employee ID
• Employee Name
• Supervisor ID

5. You can also select the Print Rates check box. This causes the pay rates to display on the payroll checks.
6. When you finish setting up the payroll options, click Save.
Asset Management
Use the Asset Management sheet to define company configuration options for the this module.
To set up asset management options:

Finance > Asset Management
sheet.
5
2. Click the Fiscal Calendar button 1
to find and select the fiscal
calendar you will use with the
Asset Management module. 2
You create these calendars
in Fiscal Calendar 3
Maintenance. For more
information, review
Chapter 8: General Ledger. 4
3. Now click the Fiscal Year/Suffix button to specify the current fiscal year. Asset Management uses this year to begin its
calculations. The Asset Year End Process automatically updates this year through the following conditions:
• The Fixed Asset Closed Period check box in Fiscal Calendar Maintenance is selected (Fiscal Year > Fiscal Period > List) for
the modified period.
• The modified fiscal period is greater than or equal to the current fiscal period defined in Company Configuration.
4. Click the Fiscal Period button to find and select the fiscal period during which the Asset Management module begins its
calculations. The Asset Year End Process automatically updates this period through the following conditions:
• The modified fiscal period is in the current fiscal year.
• The modified fiscal period is greater than or equal to the current fiscal period defined in Company Configuration.
5. When you finish defining the Asset Management options, click Save.
Tax Interface
Use the Tax Interface sheet to define how the application interacts with the Avalara® AvaTax® service. This service eliminates
determining the sales tax jurisdictions of ship-to addresses, maintaining tax codes and rates, and tracking jurisdiction-specific and
commodity-specific taxation rules.
To use this functionality, you need to purchase licenses for both Epicor Tax Connect and Avalara® AvaTax®. For an overview of this
functionality, review the Epicor Tax Connect topic within application help.

Set Up Tax Interface
Access the Tax Interface sheet to enter connection information and security settings. These options determine how Epicor Tax Connect
integrates with Avalara® AvaTax® to validate addresses and calculate taxes. You can also test the tax service connection on this sheet.
To define how this company calculates taxes:

Finance > Tax Interface sheet.
2. Select the Tax Connect 14

Enabled check box to activate
1
Epicor Tax Connect. When you
indicate this company
automatically calculates taxes (Tax 2 3 4
Calculation Enabled) and validates
addresses (Address Validation 5
Enabled), this tax information is 6
automatically passed along to the
AvaTax® service.
7
3. To test the data being sent to 8
Avalara, select the Debug Mode
check box. The files sent and 9
10
received from Avalara are not
deleted; you can then review 11
them.
4. Click the Test Connection button 12 13

to validate the connection to the
Epicor Tax Connect interface. After the connection is
You can clear the Tax Connect Enabled check box and then click the Test
tested, a window appears indicating whether the
Connection button to verify this functionality is working internally. When
connection was successful. If not, an error message
you are satisfied with the results, activate Epicor Tax Connect.
displays explaining why the connection failed.
5. Enter the AvaTax® service URL (Uniform Resource Locator) to specify the location where the Epicor application automatically
sends tax and address validation information.
6. Use the Request Timeout field to determine how much time passes before the connection to the AvaTax® service is
disconnected. When the application cannot detect any activity (requests), this time interval must pass before the application
disconnects the service. Enter the value in seconds.
7. The Account User Name value specifies the account user name or number used by Avalara® to verify this application can use
AvaTax®.
8. The Key/Password field defines the account key or password used by Avalara® to verify this application can use AvaTax®.
9. Click the Text Case drop-down list to specify the case used by Epicor Tax Connect and the AvaTax® service to validate the
addresses. Available options:
• Default
• Upper
• Mixed
10. Select the Address Validation Enabled check box to activate the address validation functionality. This activates the Validate
Address options available on Actions menus within Customer Maintenance, AR Invoice Entry, and other programs. Users can
also run the Bulk Address Validation process, which validates all the addresses through a recurring schedule.

11. Select the Tax Calculation Enabled check box to indicate tax calculations are run using Epicor Tax Connect and then sent to the
AvaTax® service. If AR invoices or sales orders are selected for tax calculations, sales taxes calculations automatically generate.
As described in previous sections in this chapter, you indicate invoices and sales orders use Epicor Tax Connect by selecting the
Ready to Calculate check boxes on the Modules > Finance > Accounts Receivable and the Modules > Finance > Accounts
Payable sheets and the Ready to Process check box on the Modules > Sales > Order sheet. You can also activate the Tax Connect
functionality on specific invoices in AR Invoice Entry and AP Invoice Entry; the Summary sheets in both programs have Ready to
Calculate check boxes. You can active this functionality on
specific sales orders as well; the Sales Order Entry > Summary When the Tax Connect Enabled check box is not selected,
sheet has a Ready to Process check box. both the Address Validation Enabled and Tax Calculation
Enabled check boxes are still available. You can then both
If the Tax Calculation Enabled check box is not selected, the set up the functionality and test the connection without
standard sales tax calculations run by default. passing this information externally out to the AvaTax®
12. Enter the Tax ID Prefix you want to use. This value identifies any sales tax records automatically generated by Epicor Tax
Connect.
13. Click the Default Tax Category drop-down list to specify the sales tax category used by default when a category is not available
for the sales order and/or AR invoice transaction. All sales tax categories available within the application display on this list.
14. When you finish setting up the taxing options, click Save.
Test Epicor Tax Connect
You can use the Actions menu to activate Epicor Tax Connect, test the connection to the Avalara® AvaTax® service, and validate the
company’s current address. These menu options are a shortcut to identical functions found on the Tax Interface sheet.
To run these Actions menu options:
1. Click Actions > Tax Connect > 1

Tax Connect Enabled to activate 2
Epicor Tax Connect. This option
3
is identical to the Tax Connect
Enabled check box. When you 4
indicate this company
automatically calculates taxes (Tax
Calculation Enabled) and validates
addresses (Address Validation
Enabled), this tax information is
automatically passed along to the
AvaTax® service.
2. If Epicor Tax Connect is active, a

check appears next to this option.
You can deactivate Epicor Tax
Connect from this menu to run
setup and testing tasks.
3. When you select the Test

Connection option, a window
appears indicating either the
connection succeeded or failed. If there was an error, correct the issue and then test the connection again.
4. When you select the Validate Address option, the current company’s address is validated against the Epicor Tax Connect
parameters. When the process is complete, the Address Validation window displays. Use this program to review the results of the
validation and update the address if needed.
For more information about the validation process, review
the Address Validation topics within application help.

Payment Instruments
Use the Payment Instruments sheet to define parameters You set up statuses for payment instrument stages in Payment Instrument
for both Accounts Receivable (AR) and Accounts Payable Status Maintenance. After you enter these statuses, return to Company
(AP) payment instruments. You first determine the stage Configuration to select these status options. You can then return to
at which a payment instrument is recorded in the general Payment Instrument Status Maintenance and define your GL controls. For
ledger and then assign starting numbers for them. more information on statuses, review application help; to learn more
Additionally for AR payment instrument processing, you about GL controls, review Chapter 8: General Ledger.
select default statuses for each stage.
To set up the payment instrument functionality:

Finance > Payment Instruments
sheet.
10
2. Click the First GL Update Stage 1
drop-down list to define the first
AR payment instrument stage that
requires GL posting.
3. Select the Create GL Journal for 2 3

Status Changes check box to
indicate whether a GL journal 4
entry is automatically created
when a status change occurs for
the same GL control.
4. The Default Statuses group box 5

contains a series of drop-down 6
lists that define default statuses
available for payment instruments. 7
Available statuses:
8 9
• Unapproved
• Portfolio As a payment instrument progresses, it goes through a number of stages.

Within a stage, there can be multiple statuses. For example, during the
• Apply to Bank
Accounts Receivable (AR) Portfolio stage, there could be both the
• Settled Status Portfolio Signed and Portfolio Posted statuses. Set up multiple statuses for
any of the stages as required for your payment instrument process.
5. Enter the Starting Number for the first number
used for the AR payment numbering sequences.
6. Enter the Number of Digits available for AR payment instrument numbers.
7. You set up a similar series of options for AP payment instruments. Use the First GL Update Stage drop-down list to define the
first AP payment instrument that requires GL posting.
8. Enter the Starting Number for the first number used for the AP payment numbering sequences.
9. Enter the Number of Digits available for AP payment instrument numbers.
10. When you finish defining the payment instrument options, click Save.

Maintenance
Use the Maintenance sheet to specify the default job template and starting prefix for maintenance jobs. These default values are used
in the Maintenance Management module.
To define the maintenance parameters:

Maintenance sheet.
2. Click the Template button to 4 1

find and select the template job
used for the current company’s
maintenance jobs. When users
run the Maintenance Plan 2
Processor, these jobs generate
using this template. The job 3
template contains the details
(operations, assemblies, and
materials) for each maintenance job.
The job template you select on this sheet is the overall default for the module. You can override this template on a specific plant
within Plant Configuration Control. Likewise, when the Maintenance Plan Processor generates jobs for equipment plans, it first
uses any job templates selected on equipment records. You create equipment records in Equipment Maintenance.
3. Enter the starting Job Prefix automatically used on identifiers for maintenance jobs. When the Maintenance Plan Processor
generates jobs, this prefix is added to the front of these job numbers.
This job prefix is the overall default for the module. You can override the job prefix on a specific plant within Plant Configuration
Control. For more information, review Chapter 3: Plants.
4. When you finish setting up the maintenance parameters, click Save.
Services
You set up the company configuration for the Field Service and Project Billing modules using the Services sheets. This section describes
the options available for each module.
Field Service
Use the Field Service sheet to define the default settings for service contracts and service jobs.
To define the field service parameters:

Services > Field Service sheet.
2. Enter the Starting Contract

number for the first contract
created in Service Contract 1
Entry. Service contract numbers
generate automatically by adding 2
not enter a value in this field, the
service contracts begin with 1 and
increase from the current number.

3. Enter the Starting Service Call

number for the first service call
entered in Service Call
Center. Service call numbers 12
generate automatically by adding
not enter a value in this field, the 6
service call numbers begin with 1 3
7
and increase from the current 4
number. 8
5 9
4. In the Service Call Job Prefix
field, define the prefix used on 10
service call job numbers. When
11
you create a job through Service
Job Entry, this prefix is
automatically added to the job
number. You can then locate service jobs more easily.
5. Select the Contract Startup Mode check box to indicate

While the Contract Startup Mode check box is selected, all service
existing service contracts are invoiced and updatable at
contracts can be modified. Be sure to clear the check box after
both the Contract Header and Line level. Use this option
you finish entering existing contracts.
when you add existing service contracts to the Field Service
module.
6. The Default Plant field displays the plant used for service calls. You cannot change this plant value.
7. Click the Default Resource Group drop-down list to

You create resource groups using Resource Group Maintenance.
specify the default resource group used for service calls.
For more information, review application help.
The values defined on the selected resource group
determine the costs on service jobs.
8. Select an option from the Product Group drop-down list Because the Field Service job hierarchy does not look at general
to specify the default product group for service calls. This ledger accounts linked to product groups, these GL accounts are
product group is used when the part selected on a field not used. You create these records in Product Group
service job does not have a product group assigned to it. Maintenance; for more information, review this topic within
application help.
9. Select the Print Prices on Service Tickets check box to
indicate prices are automatically printed on all tickets for
service calls.
10. Enter the Expiration Horizon to define how many days before the service contract Expire Date a contract can be renewed. If
the current date plus the Expiration Horizon is greater than or equal to the Expire Date on a contract, the Field Service module
determines the contract will soon expire. The application notifies you the contract is ready for renewal.
11. Enter the Renewal Period. This value determines the number of days after a contract’s Expire Date the contract can be
renewed. If you enter a zero in this field, all expired contracts can be renewed at any time.
12. When you finish defining the field service parameters, click Save.
Project Billing
Use the Project Billing sheet to enter project billing settings for the current company. You can set the default invoice method and the
default values for role codes, revenue recognition, rates, and tax categories.

To define the project billing parameters:

Services > Project Billing sheet.
2. Click the Default Invoicing

Method drop-down list to define
the method used for new 1
projects. Available options:
• Customer Shipment 2
• Milestone Billing 3
• Fixed Fee 4
5
• Time and Materials
• Cost Plus 6
• Progress Payments
Users can override this method on

specific projects in Project Entry.
3. Select the Default Validate

Employee Role to Operation
Role check box if you want Project
Entry to automatically validate
project role codes when employees
enter labor against an operation
linked to project job. If this check
box is clear, the Epicor application
does not validate the employee and operation roles, You can also validate the project role codes on a specific project in
and each employee can enter any project role code Project Entry. To do this, navigate to the Contract > Detail sheet and
available on the employee’s record. select the Validate Employee Role to Operation Role check box.
You create role codes in Role Code Maintenance; for more information, review application help or the Epicor Application User
Guide. You create employee records and link role codes to them in Employee Maintenance. To learn more about this program,
review Chapter 5: Personnel.
4. Select the Allow Validate Role to be Changed per Project check box so users can change the Derive Project Rates From
values on specific projects. Within Project Entry, this drop-down list is available on the Contract > Detail sheet.
5. Click the Default Location for Role Code in Labor Booking drop-down list to define where the application finds role codes.
Available options:
• Employee
• Operation
6. Click the Default Revenue Recognition Method drop-down list to specify the default revenue recognition method used in
Project Entry. This default value displays on the Contract > Detail sheet. Available options:
• On Invoice
• Labor Booking Recognition
• Manual Recognition
• Actual Burden Recognition
• None (This indicates revenue is not recognized in Project Entry.)

7. Select the Allow Revenue

Recognition Method to be Changed
per Project check box so users
14
can change the Revenue
Recognition method on specific
projects. When you select this option,
the Revenue Recognition Method
drop-down list activates in Project Entry.
8. Click the Revenue Recognition

Journal Reversal drop-down list to
determine the journal reversal process
for project billing. Available options:
• Reverse in Following Period (available

if the Manual Recognition method is 7
selected) 8
• Reverse on Project Close 9
10
• Reverse on Invoice/Shipment
9. Click the Default Derive Project 11

Rates From drop-down list to define
the source from which project rates
calculate. The rates selected on this
source are then used to determine 12
project costs. Available options: 13
• Hierarchical
• Project
• Employee Only
• Role Only
10. Select the Allow Override at Project Level check box to activate the Derive Project Rates From drop-down list in Project
Entry. Users can then select different rate sources on specific projects.
11. Tax Categories classify different products and services based on taxes. When a group of products needs a different rate from
the rate selected on the tax type, this alternate rate can be assigned to the product tax category. You assign these tax categories
to different project billing categories. Available project billing categories:
• Material (If you do not select a Material option, the application uses the standard tax category.)
• Labor
• Other Direct Cost (If you do not select an Other Direct Cost option, the application uses the miscellaneous charge tax
category.)
• Burden
• Subcontract
• Fee
• Billing Schedule
For more information on these categories, review the Product Tax Categories section in Chapter 10: Global Tax Engine.

12. Select the Allow Sales Order To Be Defined On Project/WBS Phase check box so users can select sales orders on both
projects and Work Breakdown Structure (WBS) phases within Project Entry.
13. Select the Automatically Load All Releases to WBS Phase check box to pull in all sales order releases into WBS phases.
14. When you finish selecting the project billing options, click Save.
Multi-Companies
Use the Multi-Site functionality to share data across your organization. Leverage these features to share global master records like
customers, parts, and suppliers, coordinate purchasing between your divisions, consolidate financial data, and other internal data
sharing activities. Implement the features you need to better coordinate the diverse activities of your entire organization.
You can set up companies to share data for the following features:
• Global Records — Share master records across your multi-site environment. These master records, called global records,
synchronize across the database, ensuring the same data is used by invoices, sales orders, packing slips, and other entry records.
• Global Customer Credit – Use the Global Customer Credit functionality to create and enforce a credit limit for a specific
customer for all companies within your organization.
• Inter-Company Purchase Orders – Create Inter-Company Purchase Orders (ICPOs) and suggestions between multiple companies.
• AP Invoice Automation — Automate creating AP invoices for inter-company trading transactions. An AP invoice is automatically
created for the purchasing company and an AR invoice is automatically created for the selling company.
• Consolidated Purchasing — Consolidated purchasing centralizes purchasing and AP functions across multiple companies. Use this
functionality to define the central purchasing, or parent company. Then define the other receiving, or child, companies who
receive PO releases from the parent company.
• Central AP Invoice Payments — Pay for subsidiary AP invoices at the corporate (parent) level. The corporate parent then has
greater control over the AP process throughout your organization, as all AP invoices flow through the main (parent) company.
• Multi-Company Journals and AP Allocations – Use the Multi-Company Journals and AP Allocations functionality to distribute
amounts from a parent company to one or more subsidiary (child) companies.
• Multi-Company Consolidation – Pull together, or consolidate, the fiscal books of one or more child companies within a parent
company. The consolidation relationship can be a single child company to a single parent company, multiple child companies to a
single parent company, or multiple child companies to multiple parent companies.
• Multi-Company Dashboards – Create multi-company dashboards that can display data from multiple companies through global
business activity queries.
• Multi-Company Configurator – Manage configured parts in a multi-company enterprise. These functions automate business
situations in which a Sales company configures and sells products designed and manufactured in another company.
The information in this section is intended as an overview of multi-

company relationships. To learn more details, review the Multi-Site
Technical Reference Guide available within application help.

External Systems
Access External System Maintenance to add or update integration records you use to transfer data between multiple companies.
You can transfer data between multiple companies through different methods. If your system uses multiple databases and each
contains a separate company, create an external system that uses the SONIC transfer method. This third party application links multiple
databases and then transfers the multi-company data.
If your system has multiple companies contained within a single database, create an external system that uses the DIRECT transfer
method. This method links the outbound and inbound tables together between multiple companies. Since these companies are all on
the same database, the Sonic® application is not needed.
If your organization uses Product Lifecycle Management (PLM)®, your external system connects to this third party application using the
PLM transfer method.
Main Menu Path: External System Integration > Setup > External System Maintenance
To set up an external system:
1. Click the External System button

to find and select an existing
system.
13
The Epicor application installs 1

with default external systems. 4
2
However, you can create a new
external system by clicking the 3
New button on the Standard 5
toolbar. Your new external
6
system must match an available
External System identifier. 7
2. Enter the External System Name 9 8

that concisely describes this 10 11
external system.
3. The Transfer Method field 12

displays the method through
which the data transfers. When
you first create a new external
system, this field is a drop-down
list that contains the following methods:
• DIRECT
• GENERIC (ascii)
• SONIC (mConnect)
• PLM
4. Select the Financial System check box to indicate this external system links to an external financial system. If this check box is
selected, you can only link one external company record to this external system, as this company's financial records must be
compatible with the linked financial system.
5. In the Sonic Host Name field, define the name of the machine where the database resides that mobile devices use to
synchronize data. Enter the Hostname or IP Address of the machine from where you run the Sonic Container. If the value is
blank, the application uses the default “localhost” name.

6. You can have multiple copies of the same database that use the same Sonic installation. To do this, enter a unique Sonic Client
ID value. You then copy a production database to a test or training environment that uses this identifier; users can test the
application with production data and not cause conflicts with live data. If the value is left blank, the application uses the default
“Administrator” value.
7. Select the Sonic Security Enabled check box to activate the security functionality available in Sonic. This security feature
authenticates and authorizes access to the enterprise system, making sure it is appropriately restricted. For more information,
review the Sonic documentation.
8. The Sonic Administrator Password defines password required for connecting an external system with another database or
company. If you are defining an external system for Supplier Connect or Mobile Connect, enter a password in this field.
9. Use the Sonic Session Port and Sonic Broker Port to define the ports used to exchange data through the current external
system.
10. Enter the Sonic Listener Pause (sec) value to indicate the number of seconds you want the external system to pause and listen
for messages from the external device.
11. Use the Sonic Connection Protocol options to determine how information is transmitted through this external system.
Available options:
• TCP – Transmission Control Protocol
• SSL – Secure Socket Layer
• HTTP – Hypertext Transfer Protocol
• HTTPS – Secure Hypertext Transfer Protocol
12. The remaining options determine what kinds of data this external system can receive. Companies connected through this system
then receive the data types you select. Available types:
• Receive Financial Data
• Receive Order Data
• Receive Production Data
• Receive Change Log Data
• Receive Help Desk Data
13. When you finish defining the external system, click Save.
External Companies
Use External Company Maintenance to either establish direct relationships with companies within the same database or create remote
connections to companies on other databases. You create external company records to pass data to and from the current company to
an external company. For example, you can create an external company record so the current company can share global customer,
part, supplier and financial data with the external company.
To do this, you first indicate which external system the Epicor application will use with the external company. You then create an
external company record for each outside company you want to share data with the current company. To complete the relationship,
you then launch External Company Maintenance within the other company and enter a matching external company record.
You define the specific types of interactions you want to occur between the two companies - like sending customer data, supplier
data, PO suggestions, and so on for each record. You can also set up the Inter-Company Trading functionality in this program, defining
the two companies involved in this trading relationship.
Main Menu Path: External System Integration > Setup > External Company Maintenance

Select External System
You begin by first selecting the external system and then creating the external company record.
1. Click the External System

drop-down list to select the 3
external system. The previous
14
section describes how you set
1 2
up external system records.
13
2. The Transfer Method field
displays how the external company 5
4
linked to this system shares data 12
with the current company.
6
3. Now click the New button on the
Standard toolbar.
7
4. Enter the External Company ID
8
and Name for the new external 9
company.
10
5. The List Delimiter field displays
the character that separates the
11
fields during a data transfer. You
cannot change this value.
6. Now define the available options for the external company. Select the AP Invoice Discount check box if the discount amount by
line must be captured and sent to the external company (or a third-party Financials package). This check box is available if the
Transfer Method is Direct.
7. Select the Send Acknowledgements check box if an acknowledgement must be sent to the current company when this
external company receives a record. This check box is available if the Transfer Method is Generic.
8. If this external company supports inter-company trading, select the Enable check box; this activates the fields in the Inter-
Company Trading group box. Through this functionality, you create Inter-Company Purchase Orders (ICPOs) and suggestions.
9. Enter the Transfer Days to External Company value. This value determines the number of days required to transfer an order
from one company to the other company. This number is subtracted from the purchase order Need By Date to determine the
correct need by date for the purchase order.
10. Now define the inter-company relationship between the two companies. In the Supplier ID field, enter the identifier for the
current external company; in the Partner Customer ID field, enter the identifier for the linking external company.
11. Do the same for the second pair of fields. In the Customer ID field, enter the identifier for the current external company; in the
Partner Supplier ID field, enter the identifier for the linking external company.
12. Now use the check boxes in the Modules group box to indicate what records transfer to this external company. Each check box
causes a specific set of records to be sent. Available options:
• Send Customer
• Send Prospect
• Send Suspect
• Send Part
• Send Pack
• Send Supplier

• Send AP Invoices
• Send AR Invoices
• Send PO Suggestions – If this external company uses consolidated purchasing, you must select this check box so demand from
this external company creates purchase order suggestions in the central purchasing company.
• Receive AP Invoices
• Receive AR Invoices
• Send Person/Contact
13. Because this external company uses the Direct transfer method, you do not need to define AppServer and NameServer details
on the Connection sheet. However, if this external company shares data using the Sonic transfer method, you would need to
enter this information on this sheet.
14. When you finish entering the external company’s information, click Save.
Create External Plants and Warehouses
If you are setting up child companies for consolidated purchasing, you must create For a step-by-step walkthrough on setting up
an external company record for the central purchasing company in each child consolidated purchasing, review the
company. These external company records must also indicate the external plants and Consolidated Purchasing – Setup topic in the
warehouses that receive goods from the consolidated purchase orders. Multi-Site Technical Reference Guide.
To add external plants and warehouses:
1. Click the Down Arrow next to

the New button; select New
External Plant.
1
2. Navigate to the Detail > External
Plant > Detail sheet.
3. Enter the unique Plant ID and

2
Name that identifies this external
plant. 3
4. Enter the Address, City,

State/Prov, and Postal Code. 4
5. Click the Country drop-down list

and select the country where the
plant resides. 5
You create country records 6

using Country Maintenance. 7
This program is located in
multiple Setup folders on
the Main Menu, including
the Customer Relationship
Management and Accounts
Receivable Setup folders.
6. Enter the Phone and Fax contact information for this plant.
7. Now enter the Default Warehouse for this plant. This identifier defines the plant that receives goods through consolidated
purchase orders.

8. You must also define the

external warehouses used for 12
consolidated purchasing. To do
this, click the Down Arrow 8
next to the New button; select
New External Warehouse.
9. Enter the Warehouse ID and

Name for this external warehouse. 9
This warehouse is located within
the external plant.
10. Next enter the Address, City, 10

State/Prov, and Postal Code.

and select the country where the 11
warehouse resides.
12. Continue to add the external plants and warehouses you need. When you finish, click Save.
Enter Multi-Company Details
Use the Multi-Company sheet to enter the settings this external company uses to share financial data with the current company. These
settings define the Central AP Payment, Consolidated Purchasing, and Multi-Company GL Journal multi-company features.
1. Navigate to the Detail > Multi-

Company > Detail sheet.
2. Enter the PONum Warning Point

at which the application alerts the
central purchasing company this
receiving company is near its 1
PONum Reorder Point limit. The
central purchasing company then
gives this child receiving company 2 4
more PO numbers for independent 3
purchases.
5 6
3. Now enter the PONum Block
Size amount. This value defines 7 10
how many new purchase order 8
11
numbers the central purchasing 9
company assigns to this receiving
company when it reaches its PONum Reorder Point. This value indicates how many POs this child company can create on their
own, ensuring unique numbers are created for each purchase order.
4. Enter the PONum Reorder Point at which For example, you set up an external company record for the West Blue company
the central purchasing company assigns and configure the consolidated purchasing functionality. You indicate the West
more purchase order numbers to this Blue company can have 40 PO numbers available within its PONum Block Size
receiving company. value. You then enter the PONum Warning Point value, which you define as 10.
Lastly, you enter a PONum Reorder Point value of 5. The central purchasing
5. Enter the Invoice Group Prefix company assigns PO numbers 116-155 as the block. When a user creates a
automatically placed on identifiers for AP purchase order with a number of 145, a warning message alerts the user that the
invoice groups paid centrally at the available PO numbers are running out. When a user creates a PO that uses 150,
corporate location. the central purchasing company gives West Blue a new block of 40 PO numbers.

6. Click the Legal Number drop-down list to define the method used to generate legal numbers on central AP payments. Available
options:
• None - Legal numbers are not used on central AP payments.
• Use Original - Combines the Source Company Code If the corporate rules are set to manually create legal numbers, only
with the original subsidiary’s legal number. The Source the Use Original option available. If you use the Generate New
Company Code is added as a prefix. option, the system will not display the new legal number in a
separate dialog box instead; the system just creates the number. For
• Generate New - Causes the system to generate new
more information, review Chapter 9: Legal Numbers.
legal numbers following the rules defined at the
corporate location.
7. Select the Send GL Accounts check box to indicate this external company can move intercompany transactions out to subsidiary
(child) company databases. These subsidiary companies then automatically receive these transactions into a GL intercompany
account.
8. Select the Send Multi-Company Segments Only check box to indicate only chart of account segment values defined as multi-
company segments are sent for either the General Journal or the AP Allocation. This multi-company setting is only available on
controlled segments.
9. Enter the Journal Group Prefix automatically placed on any journal groups that process intercompany transactions.
10. Select the Allow GJ Allocations to check box to indicate this external company can receive General Ledger allocations in the
selected GL Intercompany account. These allocations are first entered at the corporate, or parent, location and are then
automatically entered into this external company’s database.
11. Select the Allow AP Allocations to check box to indicate this external company can receive Accounts Payable allocations from
the corporate (parent) database. You can then automatically distribute expense amounts across several accounts.
12. Now add the general ledger

controls you need. To do this, 15
click the Down Arrow next to the
New button; select New
12
External Company GL
Control.
13. Click the Type button to find and

select the external company GL
control type. 13
14. Next click the Control button to 14

find and select the external
company GL control.
15. When you finish defining the

multi-company options, click Save
on the Standard toolbar.

Establish Field Translations
You can establish field translations between the values of your internal fields with external fields. Use this sheet when you want data
from a field in your current company to transfer into an external financial system.

the New button; select New 7
Translation.
1
2. Navigate through the Tables
List to select the table that 3
contains the field you wish to
translate.
2
3. The Fields List contains the fields
available within the selected table. 4 5 6
Navigate through the list and
select the field you need.
4. The Database Value defines the

source field for the translation.
5. The Inbound Value defines the

target field that receives the data
from the translated field.
6. Select the Default Value check box to indicate the value of the translated field is the same as the field highlighted on the Fields
List.
7. Continue to add the field translations you need. When you finish, click Save.
Initialize Multi-Company Records
When you finish setting up the external company, use the Actions menu options to activate data transfers.
To initialize multi-company records:
1. Click the Actions menu. 1
2. Run the Initialize/Send Multi- 2

Company GL Account option to 4 3
activate the Multi-Company
5
Journal functionality. This option is
available when you select the 6
Send G/L Accounts check box on
the Detail > Multi-Company >
Detail sheet in the current
program (External Company
Maintenance). This sheet was
described in a previous section.
3. Run the Initialize Multi-Company Global Part/ A record is defined as a global record when its Global
Customer/Supplier/Person Contact/Currency/ check box is selected. This check box is available on the
Rate/Group/Exchange Rates option to refresh global records detail sheet within the part, customer, supplier, rate types,
between the current company and this external company. and currency maintenance programs.

4. Select the Initialize/Send Enterprise Configurator

You create enterprise configurations within the Configuration Designer.
option to send a configuration created in the current
For more information, refer to the Configuration Designer topics and
company to the external company.
the Configurator Technical Reference Guide within application help.
5. You can change the transfer method used on a
Multi-Company external system. To do this, select an external company that uses either the Multi-Company Direct or the Multi-
Company Sonic external system. After you indicate which system you use, select either the Convert to Multi-Company Direct
or Convert to Multi-Company Sonic option.
6. You can also change the transfer method used on an Enterprise Configurator external system. To do this, select an external
company that uses either the Enterprise Configurator Direct or the Enterprise Configurator Sonic external system. After you
indicate which system you use, select either the Convert to Enterprise Configurator Direct or Convert to Enterprise
Configurator Sonic option.
Global Tables
Use Global Table Maintenance to specify which fields update when global records are pulled into your current company. Leverage this
program to define which global fields are linked when you integrate data; the selected fields update with information passed along
from the global record.
Several master tables share data between multiple companies. Available shared tables include CUSTOMER, SUPPLIER (VENDOR), PART,
and CURRENCY.
Main Menu Path: External System Integration > Setup > Global Table
1. Click the System drop-down list

to indicate which global system
you need to update. Available
options:
• All Systems 1
3
• Customer Connect 2
• Generic 4
5
• Multi-Company
• PLM
• Supplier Connect
6
If you select All Systems,
you update all the global
tables. If you select Multi-
Company, only the multi-
company tables update.
2. Click the Company drop-down list

to specify the external company.
The default value is All
Companies, but all external company records display on this list.
3. In the Tree View, select the table you wish to edit.
4. After you select a table, its ID appears in the Table field.
5. The Available Choices column initially contains all the fields in the selected global table. To specify you want one of these fields
to update globally, highlight it from this list.
6. Click the Right Arrow button.

7. To move all the fields, click the

Double-Right Arrow button.
8. The selected field(s) moves to 9

the Selected Choices list.
9. Continue to move the fields you

need. When you finish, click Save.
CUSTOMER RETURNS | CHAPTER 14
8

PLANTS | CHAPTER 3
Chapter 3
Plants
You use plant records to set up the locations, buildings, or areas within a company where manufacturing and other business
is conducted. You must have at least one plant record created for a company. If your organization has a multii-site license,
you can create as many plants as you need.
You first create plants within Plant Maintenance. These records contain the basic information required to define the plants
within the current company. You then indicate how each plant interacts within other modules through the Plant
Configuration Control program. This program is similar to Company Configuration. You select a specific plant and then
define various options for each module.

CHAPTER 3 | PLANTS
Plants
You enter the primary information for each plant within Plant Maintenance. Items you define include parameters like Production
Preparation Time, Rough Cut Horizon, and the Production Calendar. You can also define the cost set, which determines the costing
method used for the parts manufactured at this plant. Lastly, you set up the transfer order parameters this plant follows when fulfilling
internal sales orders.
Main Menu Path: Material Management > Inventory Management > Setup > Plant
Plant Details
To create a new plant record:
1. Click New on the Standard

toolbar. 1
2. Enter the Plant identifier for the
new plant. This value displays
within various programs and
reports; enter an identifier that 2
helps you quickly locate the plant. 4
3
13
3. Enter the Name for the plant. This 5
14
text displays on various programs 6
and reports. 15
7 8
16
4. If your company has multiple 9
plants, a maintenance team from 11 17
10
one plant can be responsible for 12
maintenance for one or more
other plants. If equipment
maintenance is performed by a
team from another plant, click the
Maintenance Plant drop-down
list to select this plant.
5. In the Intrastat Region field,

enter the region this plant uses for
Intrastat reporting. Intrastat logic is
used to facilitate business
transactions that take place in
Europe or other locations which require this type of reporting.
6. The Prod Preparation Time field defines how many days this plant For more information on MRP, review the Material
requires to prepare and engineer a job before it can be released for Requirements Planning chapter in the Epicor
manufacturing. This value is used during Material Requirements Application User Guide. You can also review the MRP
Planning (MRP) processing to add an additional amount of preparation Technical Reference Guide in the application help.
time to the Planned Action Date on job suggestions and unfirm jobs.
7. The Kit Time field determines how many days are needed to assemble a part within the current plant. MRP processing uses this
value to calculate the End Date for any material in the assembly of the parent plant.

PLANTS | CHAPTER 3
8. Click the Scheduling Send Ahead For drop-down list to To learn more about the scheduling engine and features, review the
define whether the scheduling engine uses the start-to- Scheduling chapter in the Epicor Application User Guide or the
start job operation offset for Production Time or Setup Scheduling Technical Reference Guide in the application help.
Time. Available options:
• Setup – Causes a secondary operation with a start-to-start relationship to begin setup X minutes after the production starts
on the primary operation. The minutes are defined on the operation.
• Production – Causes production time of the secondary operation to start X minutes after the production starts on the primary
operation. The minutes are defined on the operation.
9. Select the Override Scheduling Constraints check box to indicate you can freely move jobs on scheduling boards. You can
move any jobs created in this plant to different positions on the schedule, ignoring both material constraints and subcontract
purchase orders. You adjust job schedules within the scheduling boards on their Move Job windows.
If this check box is not selected (clear), you can only move jobs to points in the schedule where material and subcontract PO
quantities are at least partially available.
10. Next, select the Use Dynamic Days of Supply in Lead Time check box to activate the Use Dynamic Days calculation. This
calculation generates specific material requirements when a new purchase suggestion may not satisfy demand at the correct
point in the lead time window (MRP Scheduled Start Date + Standard Lead Time).
11. Select the Allow Consumption of Minimum Qty check box to activate the Consume You define these parameters on
Minimum Quantity calculation. When you activate this calculation, you cause both the part-plant records within Part
MRP and PO Suggestion processes to use another level of lead time calculations. When the Maintenance. To learn more
On-Hand Quantity falls below the Safety Stock Quantity within the purchase lead time, about part records, review
Chapter 4: Part Parameters.
an additional set of Urgent Planning parameters activate.
12. Click the Calendar ID button to find and select the production calendar used to manufacture parts within this plant. By default,
the production calendar selected on the company record is used, but you can select a different production calendar if you need.
Review the Production Calendar section later in this chapter for more information.
13. Enter the Finite Horizon value to define how many days are added to the Schedule Start Date during MRP processing. Any
jobs with Start Date values during this date range are scheduled finitely - which means load is not placed against a resource
when it does not have the capacity to handle it. However any jobs with Start Date values outside this range are scheduled
infinitely - which means that load can be placed against a resource above its capacity to handle it.
14. In the Overload Horizon field, enter a value to define You can enhance scheduling performance by defining an Overload
the number of days from the current date the scheduling Horizon time frame, which is typically the number of days you
engine uses to place overloaded resource records within manage overloaded resources. You can then use the Shop Load
the Shop Load table. These overloaded resource records Graph and the Overload Informer to manage overload in the plant
display in both the Shop Load Graph and the Overload within this relative time frame without loading data beyond the
Informer. point you currently need to manage.
15. In the Rough Cut Horizon field, enter the point in the schedule where jobs are calculated using Rough Cut Scheduling. This
feature schedules jobs using the Need By Dates and Lead Time values on each material and operation to determine how much
time is required for each job to finish. However this data, or load, is not recorded against your resources, which reduces the
processing time needed to generate the overall schedule.
16. Enter the Auto Firm Horizon value to specify how many days MRP monitors to determine when to create firm jobs. If demand
is placed within the number of days you enter, the MRP Process automatically creates firm jobs from these demand records.
17. In the Unfirm Series Horizon field, enter a number of days from the current system date (Today) where the unfirm jobs created
by MRP generate with a job number that uses the Firm Job Prefix value; this indicates these jobs are ready to engineer and
schedule. Any jobs generated outside of this date range use the Unfirm Job Prefix value for their numbers.

CHAPTER 3 | PLANTS
18. The Manufacturing Lead Time

calculation determines how 25
long it takes, in days, to receive
materials and manufacture part
quantities at each subassembly
level. This calculation then uses
these values to total how long it
takes, in days, to complete the
final assembly. Use the options
within the Include in
Manufacturing Lead Time
Calculation section to define
which lead times associated with
this plant are included in this
calculation. Available options:
• Lead Time 18
• Transfer Lead Time

19
• Receive Time
20
• Kit Time
21
• Rough Cut Parameters 22 23
19. The Plant Cost ID specifies the

24
default costing identifier for the
plant. It indicates a reference to a
cost set – which defines the costing method (Standard, For more information on job costing, review the Job
Average, Last, FIFO) used to calculate costs for all the parts Costing Technical Reference Guide in the application help.
manufactured within plants that share the cost set.
20. You now can define how this plant handles transfer orders from other areas within your company. Select the Auto Create
Transfer Order on Firming Requirements check box to indicate transfer orders are created when the demand requirement is
marked firm.
21. Select the Single Line per Transfer Order check box to indicate when transfer orders automatically generate, each suggestion
creates a separate transfer order.
22. Click the Allow Shipment without a Transfer Order drop-down list to define how shipments are handled when a transfer
request is sent to this plant that does not have a transfer order linked to it. Available options:
• Allow – The transfer request is automatically added to the shipment without warnings.
• Stop – The application prevents the transaction, so the user is unable to add the transfer request to the shipment.
• Warn – An alert message displays, but the user can decide whether to proceed or cancel the transfer shipment request.
23. Enter the Auto Confirm Window days value to specify the number of days before a suggestion is automatically converted to a
firm requirement.
24. In the Manager Name field, enter the name of the person in charge of the current plant.
25. When you finish entering the plant details, click Save.

PLANTS | CHAPTER 3
Address and Comments

You use the Address and Comments sheets to define the location and enter any additional information you need to include with the
plant record.
To add the plant address and comments:
1. Click the Address sheet to enter

the mailing location for the plant.
2. Enter the Address, City,

State/Prov, and Postal Code 1
information.

and select the country where the 2
plant resides.
You create country records 3

using Country Maintenance.
This program is located in 4
multiple Setup folders on
the Main Menu, including
the Customer Relationship
Management and Accounts
Receivable Setup folders.
4. Enter the Phone and Fax contact

information.
5. Click the Comments sheet to

either enter or review 7
additional information about this
plant. 5
6. The Plant Comments field 6

displays the information. Enter any
comments you need in this field.

CHAPTER 3 | PLANTS
GL Controls
Use the GL Controls sheets to define the default accounts and journal codes available during the posting process. Financial
transactions placed against this plant use these GL controls to determine journal and account contexts.
You can associate one or more GL controls to this plant record, but each GL control must belong to a different GL control type. These
GL controls determine the different account contexts used when users post financial transactions against this plant.
1. Navigate to the GL Controls >

Detail sheet. 5
2. Click the Down Arrow next to 2 1

Plant GL Control.
3
3. Click the Type button to find and
select a GL control type. This 4
defines the contexts and business
entities required for a GL control
set.
4. Next, click the Control button to find and select the GL control you need. All the controls linked to the selected GL control type
display on the search results.
5. When you finish selecting the GL controls, click Save.
For more information on GL control types and GL controls, review Chapter 8: General Ledger.
Plant Configurations
Use Plant Configuration Control to set up how each plant interacts with various functions such as Inventory Management, Production
Management, and Shipping/Receiving. You first create plant records through Plant Maintenance. You then select each plant record
within Plant Configuration Control to define its module and function parameters.
Main Menu Path: System Management > Company Maintenance > Plant Configuration Control
Select the Plant

To select the plant or plants you want to configure:
1. Click the Plant button to find and

select the plant you need. You can
also select all the plants available
4
in the current company.
2 1
2. The plants you select display in
the Tree View, select the plant 3
you need to configure.
3. On the Detail sheet, the Plant

and Name of the selected plant
displays for your information.
4. Click the Modules tab to begin

configuring the plant.
The next sections describe what you set up on each plant record.

PLANTS | CHAPTER 3
Inventory Management
Use the Inventory Management sheets to define the warehouses, serial tracking default values, transfer order definitions, and
resources for each plant.
General
You define warehouse, data collection, and field service defaults on the General sheets. You also specify the GL controls used for the
current plant.
Detail
To enter the main warehouse and resource group parameters for the plant on the Detail sheet:

Inventory Management >
General > Detail sheet.
2. Click the Receiving drop-down list

to define the default receiving 1
warehouse for part quantities
2 3
manufactured within the current
plant. This warehouse is the 4
default option displayed within 5 6
Receipt Entry.
7
3. Notice you can also select the 8
default bin that receives these part 9
quantities. Click the Bin button to
find and select this default bin;
only bins created for the selected
warehouse are available.
4. Click the Shipping and the Bin drop-down lists to define the primary shipping warehouse and bin for the current plant. By
default, all shipments sent from this plant use this warehouse and bin to store the shipping quantities.
5. Select the default DMR Processing warehouse and Bin. These selections determine the warehouse and bin used for processing
Discrepant Material Requests (DMR) records. By default, all DMR quantities entered for the current plant are stored in this
warehouse and bin.
6. Click the Inspection and the Bin drop-down lists to define the default warehouse used for part quantity inspections. The
selected warehouse and bin values are the default options that display in Receipt Entry; they define where inspected quantities
are stored.
7. Select the General warehouse for the current plant. All part You create warehouses using Warehouse Maintenance, and
quantities not stored within the Receiving, Shipping, DMR you create bins using Warehouse Bin Maintenance. To learn
Processing, and Inspection warehouses move to this warehouse more, review Chapter 6: Warehouses and Bins. Information
instead. on these records is also available in the application help.
8. Idle Time classifies periods in the schedule during which no Setup or Production work is taking place. When you select the Calc
Idle Time check box, the Epicor application determines how much idle time occurs on resource groups available in this plant.
9. If you select the Calc Idle Time check box, you must also select You create resources groups in Resource Group Maintenance.
a Resource Group. A resource group defines specific work This program is located in the Production Management > Job
areas and production teams in the current plant. Click this drop- Management > Setup folder. For more information on
down list to select the resource group you need. resource groups, review the Engineering chapter in the
Epicor Application User Guide or the resource group topics in
the application help.

CHAPTER 3 | PLANTS
10. If you select the Calc Idle Time

check box, you must select an 14
Indirect Labor code from the
drop-down list. This code classifies
any time entries not applied
against Setup or Production tasks.
You create indirect labor codes

using Indirect Labor Code
Maintenance. This program is
located in the Production
Management > Job
11
For more information on 10
indirect labor codes, review
12
the application help.
13
11. Enter the Time Zone Offset value
you need for this plant. This value indicates how many time zones away from the server the current plant is located.
Data Collection records the time zone for each plant for all For example, the server is in Minneapolis. One of the plants is in
transactions that require time values. The base time zone is New York City, and another plant is in Honolulu. A third plant is
the zone defined for the server. Because of this, the plant in Minneapolis. The Time Zone Offset for the Minneapolis plant
record is configured to indicate how many time zones away is 0. The New York City plant has a Time Zone Offset of 1. The
Honolulu plant has a Time Zone Offset of –5.
from the server base time zone the current plant is located.
12. Click the Resource Group drop-down list to select the default group that display on service calls created for the current plant.
For more information, review the Field Service chapter within the Epicor Application User Guide.
13. Select the Default in the Order Shipping Warehouse/Bin check box to indicate the Shipping warehouse and bin is the
default location that displays on a customer or transfer order shipment. Clear this check box to use the General warehouse as
the default instead. This option applies to both pack out and standard shipments.
14. When you finish setting up the inventory default values, click Save.
GL Control
Use the GL Control sheet to define the default accounts and journal codes available during the posting process for inventory
transactions at this plant.
You can associate one or more GL controls to this inventory configuration, but each GL control must belong to a different GL control
type. These GL controls determine the different account contexts used when users post inventory transactions against this plant.

Inventory Management > 5
General > GL Control sheet.
2. Click the Down Arrow next to 2

Inventory GL Control. 1
3
3. Click the Type button to select a
GL control type. This defines the
4
contexts and business entities
required for a GL control set.
4. Next, click the Control button to find and select the GL control you need. All the controls linked to the selected GL control type
display on the search results.

PLANTS | CHAPTER 3
5. When you finish selecting the GL controls, click Save.
Shared Warehouses
Use the Shared Warehouses sheet to link warehouses so For example, your sheet metal (SM) warehouse is set up in your Main
you can issue and receive parts between them. A shared plant. You want to issue parts from and receive parts into this
warehouse is a warehouse that belongs to a different warehouse while you are logged into your West plant. When you open
plant, but when you link it to the current plant the West plant record in Plant Configuration Control, navigate to the
configuration, you can directly issue and receive parts Shared Warehouse sheet. Select the Main plant as the remote plant and
through this shared warehouse. then move the SM warehouse into the Shared Warehouses group box.
To use this functionality, at least one additional plant record must be set up for the current company. You can then select this record as
the remote plant and then define which warehouses this remote plant shares.

Shared Warehouses sheet.
2. Click the Remote Plant drop- 1

down list to select the plant
through which you want to share 2
warehouses. All plants that reside 3 5
in the current company display on
this list.
3. The Remote Plant Available

Warehouses list displays the 4
warehouses available to share with
the current plant. Select a
warehouse on this list.
5. The selected warehouse now displays in the Shared Warehouses list. This list contains the warehouses currently shared with the
selected remote plant.
6. You can also remove a specific

warehouse, multiple warehouses,
or all warehouses from this group
box. To do this, highlight it on the
Shared Warehouses list.
7. Click the Left Arrow button.

6

CHAPTER 3 | PLANTS
8. The warehouse now displays on

the Remote Plant Available 9
Warehouses list.
9. Continue to share the warehouses

you need. When you finish, click
Save.
8
Transfer Definition
A transfer order is an inter-company request for a specific part quantity. Use the Transfer Definition sheets to define how the current
plant handles transfer orders it requests from other plants. You also define the general ledger controls you use with the transfer
definitions.
Transfer Detail
The values on the Transfer Definition > Detail sheet define the main parameters for transfer orders originating from this plant to
another plant. To create a transfer definition for each plant record in the current company:

12
Transfer Definition. 1
2
Transfer Definition > Detail 3
sheet. 4
5
3. Click the To Plant button to find 6
and select the plant which will 7
receive the transferred part 8
quantities.
9
11
4. When you select or enter a plant
10
within the Plant field, the
Description from its record displays in this field.
5. Enter the Estimated Transfer Days it will take to move quantities to the selected destination plant. This value is used to
determine scheduling and Due Date values.
6. Click the Default Transfer Ship Via drop-down list to You create ship via records using Ship Via Maintenance. This program
define the transportation method used to ship is located in several setup folders, including the Material Management
quantities to the destination plant. > Shipping Receiving > Setup folder. For more information, review the
Ship Via Maintenance topics within the application help.

PLANTS | CHAPTER 3
7. Click the Transfer Sales Category drop-down list You create sales categories using Sales Category Maintenance. This
to select the category for quantity transfers program is located in several setup folders, including the Sales
between the current plant and the receiving plant. Management > Order Management > Setup folder. For more information,
You use these categories to group sales orders on review the Sales Category Maintenance topics in the application help.
reports and trackers.
8. Select the InterDivisional Accounting check box to indicate transfer order transactions post to the general ledger using
interdivisional accounting standards.
9. Enter the Transfer Order Number Prefix for the transfer orders generated through this multi-plant relationship. This prefix
value is added to the front of each transfer order number so you can locate and group these records on reports and trackers.
10. Click the Transfer Order Pick drop-down list to define from which warehouse the transferred part quantities are shipped.
11. Next, click the Bin button to find and select the bin that stores the transferred part quantities before they are shipped.
12. Continue to add the transfer definitions for other plants. When you finish, click Save.
GL Control
Use the GL Control sheet to define the default accounts and journal codes available during the posting process for transfer inventory
transactions at this plant.
You can associate one or more GL controls to this transfer definition, but each GL control must belong to a different GL control type.
These GL controls determine the different account contexts used when users post inventory transactions against the current transfer
definition.

Transfer Definition >
GL Control > Detail sheet. 2 1

Transfer Definition GL Control.
3
3. Next, click the Type button to
4
select a GL control type. This
defines the contexts and business
entities required for a GL control
set.
4. Click the Control button to find

and select the GL control you
need. All the controls linked to the
selected GL control type display on
the search results.
5. When you finish selecting the GL

controls, click Save.

CHAPTER 3 | PLANTS
Transfer Resources
Use the Transfer Resources sheet to transfer resource groups and warehouses from one plant to another plant. When a resource or a
warehouse is moved to a new plant, it is no longer available in the previous plant.
1. Navigate to the Modules > 14

Transfer Resources sheet.
1
2. Click the To Remote Plant drop-
down list to define which plant
will receive the resource groups 2 5
and/or the warehouses. The plants
available in the current company 4
display on this list.
3. Highlight a resource group in the 3

Available Resource Groups list.
8
4. Click the Right Arrow button. 6
5. The resource group displays in the 7
Selected Resource Groups list.
6. Highlight a warehouse in the 9 15

Available Warehouses list.
8. The warehouse displays in the Selected If you need to move all the resource groups and/or warehouses to the remote
Warehouses list. plant, click the Double Right Arrow buttons. If you need to remove all the
resource groups and/or warehouses from the remote plant, click the Double Left
9. To review how these changes affect the Arrow buttons.
plants, click the Test Transfer button.
10. The Plant Test Transfer window displays. 10

12
11. Select the report options you need.
12. Click the Print Preview button.

11
13. The Plant Test Transfer 13

report displays. Review what
changes will occur as a result of
the transfer.
14. If you are satisfied with the

changes, return to Plant
Configuration Control.
15. Click the Transfer Resources

button.

PLANTS | CHAPTER 3
Serial Tracking
Use the Serial Tracking sheet to define how the current plant generates serial numbers.
The Epicor application can display the entire history of all transactions involving a serial tracked part. A serial number can be added
through purchase receipts, transfer receipts, order receipts, RMA receipts, job receipts, quantity adjustments, or cycle counting.
To define the serial tracking options:

Serial Tracking sheet.
1
2. Click the Serial Tracking Options
drop-down list to define how
serial numbers are tracked through
2
this plant configuration. Available
options: 3
• Full Serial Tracking – Activates 4

all serial number tracing
5
functions, requiring users to
assign serial numbers for all part
transactions. If you want to
change this option later, you
can change to Outbound Serial
Tracking if no uninvoiced
shipments, open cycle counts,
or physical inventory quantities
are currently in the database.
You must also change the Lower Level Tracking option to Outbound Serial Tracking. You can change to the No Serial Tracking
option if there are no open cycle counts or physical inventory.
• Outbound Serial Tracking – Activates serial number tracing for shipments from sales orders and transfer orders. Through this
option, you do not need to define serial numbers for all transactions. However when a serial tracked part is shipped, you must
enter its serial number. If you want to change this option later, you can change to Full Serial Tracking if no inventory quantities
are available in the current plant’s warehouses. You can change to No Serial Tracking without restrictions.
• No Serial Tracking – Turns off serial numbering. If you want to change this option later, you can use Outbound Serial
Tracking if no uninvoiced shipments are currently in the database. You can change to Full Serial Tracking if no inventory
quantities are available.
3. Select the Record Serial Numbers On Inventory Moves check box so a serial number is entered whenever a serial tracked part
moves between bins in the same warehouse. When you select Full Serial Tracking, you can select this check box.
4. Click the Lower Level Serial Tracking Options drop-down list to define whether serial numbers from child component parts
must be linked to the serial number for the parent finished product. Available options:
• Full Lower Level Serial Tracking – When serially tracked components are used to manufacture a parent part quantity, lower
level serial numbers for each received component part are required. A window displays that lists all parts entered on the
receipt. You can then enter the component serial numbers for parts used to manufacture the top level serial tracked part.
• Outbound Serial Tracking Only – When a serial tracked part is shipped on a sales order or transfer order, you must enter
serial numbers for the component parts.
• No Lower Level Serial Tracking – Turns off the lower level serial number tracing.

CHAPTER 3 | PLANTS
5. Click the Serial Matching Warning drop-down list to define what warnings can appear during the job receipt process. These
warnings occur when component serial numbers do not match the top level serial numbers. If the No Lower Level Tracking
option is selected, this drop-down list is not available. Available options:
• No Warnings – Turns off the warning alert messages.
• Warn but Allow Processing – When component serial numbers must be matched with the parent part, a warning displays.
However, you can ignore this warning and continue to process the receipt without matching these serial numbers.
• Warn and Do Not Allow Processing – When component serial numbers must be matched, a warning displays. You must
match all component serial numbers before you can save the job receipt.
6. When you finish defining the serial number options, click Save.
Cycle Count
Use the sheets under the Cycle Count tab to define the parameters used for inventory counting and cycle counting with this plant
configuration.
Cycle Count Detail
The Cycle Count > Detail sheet displays the main items you modify to determine how cycle counting is run in the current plant.
To define the cycle counting options:

Inventory Management > Cycle
Count > Detail sheet. 4
2. Click the Cycle Count Selection

Method drop-down list to define 1
how count items are selected.
Available options: 2
• Repetitive - Divides selected 3

count items equally among the
number of count days in the
cycle period. The method
includes all items that match the
selection criteria, regardless of
the total number of selected
items. As long as items are not
removed from the list, all items
are counted according to the
specified cycle interval.
• Random - Uses an algorithm to randomly select In some situations, the Epicor application does not select all parts for
counted parts based on selection parameters cycle counting through these methods. To track these part quantities,
defined for the specific ABC code. The method the Cycle Count Status report displays part quantities either overdue for
selects parts randomly and then divides them a cycle count or not counted since a specified date. Use this report to
equally based on the number of count cycles determine whether to add or delete parts from the selection process.
available in each cycle period.
3. Click the Cycle Count Calendar button to find and select the production calendar used to generate cycle schedules through
Cycle Count Schedule Maintenance. Review the Production Calendars section later in this chapter for more information.
4. When you finish setting up your cycle count options, To learn more about cycle counting, review the Inventory Management
click Save. chapter in the Epicor Application User Guide or the cycle counting
topics in the application help.

PLANTS | CHAPTER 3
ABC Codes
Use the ABC Codes > Detail sheet to configure ABC codes to match the cycle counting process you run at the current plant. You first
create ABC codes and enter their default values within ABC Code Maintenance. However the values you enter on this sheet override
these default ABC Code values to define the specific counting processes for the current plant.
To define the ABC code options:

the New button; select New 15
ABC Code.
2. Navigate to the Modules > 1

Inventory Management > Cycle
Count > AbcCodes > Detail 2
sheet.
3
3. Click the ABC Code button to find
4
and select the existing ABC code
5 6
you want to modify.
7 8
4. Select the Exclude From Cycle
Count check box to indicate parts
9 10
linked to the selected ABC code
are only counted during physical 11 12
inventory and not included during 13 14
cycle counting.
5. Next, select the Override Stock Validation check box to cause the stock valuation for the current plant to be used instead of
the stock valuation defined on the ABC code. Enter this alternate valuation in the accompanying Stock Valuation Percent field.
6. The Stock Valuation Percent defines how stock is valued for the plant For example, if you enter 80.0 for ABC
configuration. When the Calculate ABC Codes program is run (located in the Code A, the Calculate ABC Codes program
Material Management > Inventory Management > General Operations folder), it assigns Code A to inventory items that
determines total stock valuation for each part. Usage, on-hand quantities, and/or represent 80% of the total inventory value.
If you enter 95.0 for ABC Code B, the
projected usage factors can be included in the total value calculation.
Calculate ABC Codes program assigns
If the same percentage is entered for multiple ABC codes, the Calculate ABC Code B to inventory items that represent
the next 15% of the total inventory value.
Codes program uses the first occurrence of a duplicate percentage and ignores
Enter 100.0 for ABC Code C to assign this
the second occurrence, since it evaluates ABC codes in alphabetical order.
code to inventory items that represent the
remaining 5% of the total inventory value.
7. Select the Override Count Frequency check box to indicate the value entered in
the accompanying Count Frequency field is used instead of the value defined on
the ABC code.
8. Enter the Count Frequency value to designate how often parts assigned to this For example, ABC code A items require
ABC code are counted. This value specifies the number of days between each counting every 60 days, so you enter 60 in
count cycle. this field. When you select parts for cycle
counting, the Epicor application selects all A
9. Select the Calculate Percent check box to indicate the value entered in the items not counted within the past 60 days.
accompanying Percent Tolerance field is used to control discrepancy tolerances in
cycle or physical inventory counts. If a part is defined as out of tolerance, you can post adjustments to the inventory quantity
using a Count Discrepancy Reason code in Count Cycle Maintenance.
10. Next, enter the Percent Tolerance value to designate the percentage difference For example, enter 10.5 if the percentage
between the pre-count quantity and the actual count quantity. This value defines difference between the pre-count quantity
how much variation you allow for each count. Enter zero (0) to indicate you do and the actual count quantity can vary by
not accept any percentage variance. A percentage higher than zero indicates a no more than 10.5 percent.
percentage difference between the pre-count quantity and the actual count
quantity, by more than this value, is considered out of tolerance. This result is then included on count variance reports.

CHAPTER 3 | PLANTS
11. Select the Calculate Quantity check box to indicate the value defined in the accompanying Quantity Tolerance field is used to
control quantity discrepancies. If the calculated difference between the pre-count quantity and actual count quantity is greater
than the specified tolerance, the Count Variance Calculation/Report displays these parts. You can post adjustments to the
inventory quantity using a Count Discrepancy Reason code in Count Cycle Maintenance.
12. Enter the Quantity Tolerance value to designate the difference between For example, enter 10 if the calculated difference
the pre-count quantity and actual count quantity you allow in this plant. between the pre-count quantity and actual count
Enter zero (0) to specify you do not accept any quantity variance. A value quantity for a part can vary by no more than 10.
higher than zero indicates a quantity difference between the pre-count
quantity and the actual count quantity, by more than this value, is considered out of tolerance. This result is then included on
count variance reports.
13. Select the Calculate Value check box to indicate the monetary value defined in the accompanying Value Tolerance field is used
to control cost discrepancies.
14. Enter the Value Tolerance to indicate the difference you accept between a For example, enter 100.00 if the cost difference
part quantity’s pre-count cost and actual count cost. Enter zero (0) to between the pre-count quantity and the actual
indicate any monetary variance is out of tolerance. A number higher than cycle count quantity can vary by no more than
zero indicates a cost amount difference between the pre-count value and $100.00.
the actual count value, by more than this cost limit, is considered out of
tolerance. This result is then included on count variance reports. You can post adjustments to the inventory quantity using a
Count Discrepancy Reason code in Count Cycle Maintenance.
15. Continue to make adjustments to other ABC codes as you need. When you finish, click Save.
Additionally, the Epicor application overrides ABC code count parameters define on the plant configuration through values you can
define in the following programs:
• Part Maintenance – Cycle count settings are defined for specific parts/warehouse relationships on the Part > Plants >
Warehouses > Cycle Count\Physical Inv sheet.
• Warehouse Maintenance – Cycle count settings are defined for warehouses on the Cycle Count/Physical Inventory sheet.
• Part Maintenance – Cycle count settings are defined for specific plant/part relationships on the Part > Plants > Plants > Cycle
Count\Physical Inv sheet.
Any values entered in the above locations override the values on the plant configuration. Use these cycle count settings to precisely
determine how each part quantity is included in cycle counting.
Time and Expense

Use the sheets under the Time and Expense tab to define the default values for time and expense entries and approvals for the current
plant configuration. You set the default values for record entries, approvals, supervisor rights, approval logic, and default workflow
groups.

PLANTS | CHAPTER 3
Time
Time transactions are labor hours entered by employees and submitted for approval through Time and Expense Entry. Use the Time
sheet to define the approvals process for these transactions.
To define the time entry options:
1. Navigate to the Modules > Time

and Expense > Time sheet.
2. Select the Restrict Entry check

box to limit which employees can 1
enter time transactions for other
2
employees. You then use
Employee Maintenance to 3
indicate which users have these 4
access rights. For more information 5
about setting up employees, 6
review Chapter 5: Personnel. 7
3. Select the Supervisor Allowed 9 8

Entry check box to indicate
supervisors can enter, modify, and
delete time transactions for
employees they supervise. You
indicate which employees are
supervisors in Employee
Maintenance.
4. Select the Submit on Save check box to indicate time entries are automatically submitted for approval after users save them to
the database.
5. When you select the Approval Required check box, all You create a time entry approval process by assigning approver
time entries submitted by employees must be approved by roles to employee records, and then selecting these roles on task
the approvers assigned to the workflow task. sets. These task sets are, in turn, selected on workflow groups.
For more information, review the Time Management chapter in
6. If you select the MES Labor Approval Required check the Epicor Application User Guide.
box, all time entries entered through the Manufacturing
Execution System (MES) interface must be approved by the approvers assigned to the workflow task.
7. Select the Approver Allowed to Delete Transaction check box to indicate all approvers can add and remove time
transactions.
8. Select the Approver Allowed to Modify Submitted Transaction check box to indicate all approvers can update time
transactions.
9. Click the Create Default Approval Workflows button to You can also create a default approval workflow by clicking the
display a separate workflow window. Use this window to Actions menu and selecting the Create Default Approval
define what workflows are required for time entries. Workflows option.

CHAPTER 3 | PLANTS
10. Select the workflow approvals you need. Available options:
• Multi Level Approval

10
• Supervisor Approval
• Project Manager Approval
• PM and Supervisor Approval 11

11. When you finish selecting the workflow options, click OK.
12. You return to the Plant

Configuration Control > Time
and Expense > Time sheet. 16
13. Click the Indirect Approval Logic 12

drop-down list to specify the
indirect method for approving
production time transactions
submitted by employees. Available
options:
• Automatic – Time entries are

approved automatically when
users submit them.
• Employee – Time entries are 13

approved by employees as 14
defined on their records in
Employee Maintenance. 15
14. Next, click the Production

Approval Logic drop-down list to select the approval method used for approving production time transactions submitted by
employees. Available options:
• Automatic – Time entries are approved automatically when users submit them.
• Employee – Time transactions are approved by employees as defined on their records in Employee Maintenance.
15. Click the Time Workflow Group drop-down list to select the workflow group used for time transactions entered for the current
plant. You create workflow groups in Workflow Group Maintenance; review the application help for more information.
16. When you finish defining the time parameters, click Save.

PLANTS | CHAPTER 3
Expense
Expense transactions are reimbursable expenses entered by employees and submitted for approval in Time and Expense Entry. Use the
Expense sheet to define the approvals process for these expense transactions.
To define the expense entry options:
1. Navigate to the Modules > Time

and Expense > Expense sheet.
13
2. Select the Restrict Entry check
box to limit which employees can 1
enter expense transactions for
2
other employees. You then use
Employee Maintenance to 3
indicate which users have these 4
access rights. For more information 5
about setting up employees, 6
review Chapter 5: Personnel. 9
3. Select the Supervisor Allowed 10
Entry check box to indicate
11
supervisors can enter, modify, and
delete expense transactions for
12
employees they supervise. You
indicate which employees are
supervisors through Employee
Maintenance.
4. Select the Submit on Save check box to indicate expense entries are automatically submitted for approval after users save them
to the database.
5. When you select the Approval Required You create an expense entry approval process by assigning approver roles to
check box, all expense entries submitted by employee records, and then selecting these roles on task sets. These task sets
employees must be approved by the are, in turn, selected on workflow groups. For more information, review the
approvers assigned to the workflow task. Expense Management chapter in the Epicor Application User Guide.
6. Click the Create Default Approval Workflows button to display a separate workflow window. Use this window to determine
what workflows are required for expense workflows. To create a default approval from the Actions menu, select Create Default
Approval Workflows.
7. Select the workflow approvals you need.

Available options:
• Multi Level Approval 7

• Supervisor Approval
• Project Manager Approval
• PM and Supervisor Approval

8
8. When you finish selecting the workflow
options, click OK.
9. Select the Approver Allowed to Delete Transaction check box to indicate all approvers can add and remove expense
transactions.
10. Select the Approver Allowed to Modify Submitted Transaction check box to indicate all approvers can update expense
transactions.

CHAPTER 3 | PLANTS
11. Click the Indirect Approval Logic drop-down list to select the indirect method used for approving production expense
transactions submitted by employees. Available options:
• Automatic – Expense entries are approved automatically when users submit them.
• Employee – Expense transactions are approved by employees as defined on their records in Employee Maintenance.
12. Click the Expense Workflow Group drop-down list to select the workflow group used for expense transactions entered for the
current plant. You create workflow group in Workflow Group Maintenance; review the application help for more information.
13. When you finish entering the expense options, click Save.
Production Management
Use the Production Management sheet to determine how this plant and its warehouses generate production records like Kanban jobs
and Material Requirements Planning (MRP) unfirm jobs. You also define how some production, labor and burden calculations are
handled.
The options you select on this sheet affect the Job Management, Scheduling, Engineering, Material Requirements Planning, Data
Collection, and Quality Assurance modules.
To define the production management options:

Production Management sheet.
12 1
2. Kanban is a parts-movement
system that controls costs and
increases efficiency on a 2
production line. Enter the Kanban 3
Prefix you want automatically 4
placed on all generated Kanban
jobs. The Epicor application assigns 5 7
this prefix to job numbers it 6 8
generates for Kanban receipts,
9
based on the current job number
10
sequence defined for the plant.
11
For example, if the next
available job number is 1110, it
assigns a Kanban job number of
KBM1110 for a Kanban receipt.
3. Material Requirements Planning

(MRP) is a set of planning tools you use to both estimate potential demand and propose supply that may answer this demand.
Unfirm jobs are potential jobs you can review to determine whether they should become firm jobs for production. Enter the
Unfirm Job Prefix you want to automatically add to unfirm job numbers.
4. Enter the Firm Job Prefix that replaces the Both the unfirm and firm prefix values help you locate these jobs in the Job
Unfirm Job Prefix when the Firm box is Manager, Job Entry, and other programs. Be sure to enter both a Firm Job
selected on an unfirm job. Prefix and an Unfirm Job Prefix on this sheet. If the plant configuration has a
Firm Job Prefix but does not have an Unfirm Job Prefix, users can cause errors
by manually entering job numbers in Job Entry.

PLANTS | CHAPTER 3
5. Production Yield is a feature that recalculates the yield For the Production Yield calculation to work correctly, each operation
of a job when its operations result in under or over must also have one or more production yield recalculation actions
quantity production. Select the Production Yield defined in Operation Maintenance.
Default check box to cause the application to monitor
the production yield of any job that uses parts stored in this plant. Selecting this option also causes the Production Yield check
box to activate on job records.
6. If you select the Production Yield Default check box, you must specify which action occurs once the application completes
recalculating the yield. Select the Send Adjustment Alert check box to automatically send an alert when the application
determines a quantity adjustment must be made on a job.
7. If you select the Production Yield Default check box, you Be sure to select either one or both check boxes. If you select both
can also select the Adjust Job Quantities check box. the Send Adjustment Alert and Adjust Job Quantities check boxes,
This causes the application to automatically apply a the alert displays information about the automatic quantity
quantity adjustment against a job changed by the adjustment. If you only select the Send Adjustment Alert check box,
Production Yield calculation. This feature recalculates the alert displays the adjustment quantity recommended by the
production quantities on operations above or below the Production Yield calculation. If both check boxes are clear, the
original estimates. Production Yield recalculation does not result in any action.
8. Select the Only Include Posted Labor in Project Analysis check box to cause project analysis results to only display labor
transactions posted to the general ledger.
9. Click the Job Pick and the Bin drop-down lists to select the warehouse and bin that stocks quantities for parts used on
manufactured jobs in this plant.
10. Select the Suppress Sales Order Make Direct Job Warning check box to prevent a warning to display when a sales order
release will be made direct. This option indicates the quantity ordered on the release is manufactured on a job instead of being
pulled from inventory.
11. Select the Apply Burdens to all Operation Resources check box to cause burden costs to be totalled for operations with
multiple resource groups. If this check box is clear, the burden amount is added to the first operation, but the burden amounts
are placed separately against each resource.
12. When you finish defining the production management options, click Save.
Maintenance Management
Use the Maintenance Management sheet to specify the starting prefix for maintenance jobs and to select the default maintenance job
template used for maintenance plans. You enter the default template and prefix in Company Configuration, but you can enter
different values in this sheet for a specific plant configuration. For more information on the company default values, review Chapter 2:
Company Configuration.
To define the plant maintenance management options:

Maintenance Management
1
sheet. 4
2. Click the Template Job button to

find and select the template job
2
used for the current plant’s
maintenance jobs. When users run 3
the Maintenance Plan
Processor, these jobs generate using this template.
While the job template you select on this sheet is the overall default for
The job template contains the details (operations,
the plant, when the Maintenance Plan Processor generates jobs for
assemblies, and materials) for each maintenance job.
equipment plans, it first uses any job templates selected on equipment
records. You create equipment records in Equipment Maintenance.

CHAPTER 3 | PLANTS
3. Enter the starting Job Prefix automatically used on identifiers for maintenance jobs. When the Maintenance Plan Processor
generates jobs, this prefix is added to the front of these job numbers.
4. When you finish setting up the maintenance parameters, click Save.
Advanced Material Management (AMM)

Use the Advanced Material Management (AMM) sheet to activate advanced inventory parameters for the current plant configuration.
To define the Advanced Material Management options:
1. Navigate to the Modules > AMM

sheet.
1
15
2. Click the drop-down lists in the
Fulfillment Workbench Defaults
group box to define how quantity 2
search results sort for sales orders,
jobs, and transfer orders. You
select these default search options 3 6
respectively on the SO Inventory
4
Sort Sort, Job Inventory Search 7
Sort, and Xfer Inventory Search 5
Sort drop-down lists. Available 8
options:
9
• FIFO - Sorts results in order by 10
11
First In, First Out records.
12
• LIFO - Sorts results in order by
13
Last In, Last Out records.
14
• Bin Ascending - Sorts results
by bin in ascending order.
You can override these default values by defining
• Bin Descending - Sorts results by bin in descending order. alternate options for allocation templates you create
in Allocation Template Maintenance; you then select
• Quantity Ascending - Sorts results by quantity in ascending order. these templates in the Fullfillment Workbench. You
can also directly override these search defaults when
• Quantity Descending - Sorts results by quantity in descending
you process allocations in the Fulfillment Workbench.
order.
3. Click the Pick Transaction Priority drop-down list to define the priority level for pick transactions in the Material Queue. When
pick transactions are inserted from the FulFillment Workbench into this queue, they use this priority level. These priority levels
rank transactions by importance, suggesting the order in which users should process these transactions. The available priority
levels are 1-9; 1 has the highest priority, while 9 has the least priority.
4. Next, click the Putaway Transaction Priority drop-down list to define the priority level for putaway transactions in the Material
Queue. When putaway transactions are inserted from the FulFillment Workbench into this queue, they use this priority level. The
available options are 1-9.
5. Click the Replenish Bin To Bin Priority drop-down list to define the priority level for bin-to-bin replenishment transactions.
These transactions display on the Replenishment Workbench in the Move sheet. The available options are 1-9. If you do not
select a value from this drop-down list, the default priority level assigned to these transactions is 9 (least priority).
6. Select the Lock Orders On Pick check box to prevent For example, User A runs a transaction that requires a pick
users from modifying sales order lines after a pick transaction for part 3498 on sales order 123, line 1. Four other
transaction is placed against the line. These users can then detail lines are on sales order 123. Because User A has run a pick
pick material quantities for the entire sales order. against SO 123, the other lines are not accessible by User B or
User C. Only User A can pick part quantities for sales order 123.

PLANTS | CHAPTER 3
7. Select the Sort Queue by Priority check box to cause the Material Queue to sort transactions in the following order:
• Priority
• Bin
• Sequence Number
8. Enter the Handheld Auto-Select Transactions Max value to define how many material queue transactions are automatically
selected on the Handheld MES interface. This saves time, as users do not need to manually select these transactions on their
handheld devices.
9. Click the Default Net Weight UOM drop-down list to select the unit of measure used to calculate weight values (for example,
Kilograms, Pounds) that display in the Selected Weight field in the Fulfillment Workbench. The options available from the
Weight UOM Class display on this drop-down list.
10. Now click the Default Net Volume UOM drop-down list You enter units of measure and units of measure classes in UOM
to select the unit of measure used to calculate volumes Maintenance and UOM Class Maintenance. For more information
(for example, Cubic Centimeters, Cubic Inches) that on these setup programs, review Chapter 4: Part Parameters or
display in the Selected Volume field in the Fulfillment review the Unit of Measure topics in the application help.
Workbench. The options available from the Volume UOM
Class display on this list.
11. Select the Reserve Inventory on Job Release check box to indicate jobs automatically keep, or reserve, inventory when these
records are released.
12. Select the Unpack to Picked Status check box to define what occurs when users unpack or delete packing slip lines. If this
check box is selected and a line is deleted/unpacked, the inventory used on both Direct Pack and Procedural Pack records is
assigned the Picked status. As an allocation record generates, these records are added to picked orders.
If this check box is clear and a line is deleted/unpacked, inventory on Direct Pack records is assigned the Available status and the
application does not create an allocation record. However if this check box is clear and a line is deleted/unpacked on Procedural
Pack records, this inventory is assigned the Picking status. The application generates an allocation record, the Warehouse/Bin
becomes the location from which the quantity was picked, and the line is not added to picked orders.
13. Select the Allow Credit Hold Orders to be Released for Picking check box so users can pick orders for customers currently
on credit hold. These sales orders can then be fulfilled as normal.
14. Select the Allow partially reserved or allocated SO to be Released for Picking check box so users can pick partially reserved
or allocated sales order releases. When the Epicor application determines whether a sales order released can be picked, it ignores
the Ship Order Company and Ship Line Complete check boxes.
15. Continue to define the Advanced Material Management options you need. When you finish, click Save.
Shipping Receiving
Use the sheets under the Shipping Receiving tab to define the default shipping manifest parameters for the current plant
configuration. You can set up manifest parameters for General, General International, FedEx, and UPS shipping. You also define the
Billing parameters.

CHAPTER 3 | PLANTS
General
Use the General sheet to establish default carrier options for the plant configuration. These You can change these default values
options define default values for shipments of parts manufactured in this plant. This in Customer Shipment Entry.
information is sent to the manifest system where the Pack ID is freighted.
To define the general carrier options:

Shipping Receiving > General
sheet. 13
2. Select the Saturday Delivery 1

check box to indicate this plant 7
2
can receive shipments on Saturday.
3
3. To indicate this plant can send 4 8
shipments on Saturday, select the
5 6 9
Saturday Pickup check box.
10
4. Select the Residential Delivery 11
check box to specify shipments will
arrive at a home or residence. 12
5. Select the Signature Required

check box to indicate all shipments received at this plant must have their receipts signed by a plant manager or other employee.
6. To indicate this plant only received and delivers shipping documents, select the Documents Only check box.
7. Select the Apply Charge check box to add a handling fee for shipments sent from this plant. This activates the Charge field;
enter the additional charge amount in this field.
8. To indicate value insurance is available for shipments from the current plan, select the Declared Value check box.
9. Collect On Delivery (COD) is a financial transaction where payment for shipments occurs The COD amount defaults from the
when shipments are received instead of being paid in advance. Select the COD check first sales order added to the pack,
box to indicate payment is required for all shipments from the current plant. and this value is not recalculated on
shipments when users close them.
10. Additional COD options are available. Select the Add Freight to Amount check box to
indicate the freight COD amount is added to the final amount on all shipments from this plant.
11. Select the Cashiers Check/Money Order Required check box to specify a cashier’s check or a money order is required for COD
payments.
12. To disable the pack out functionality in Customer Shipment Entry, select the Disable Pack Out check box. Users cannot access
the Pack Out sheet in Customer Shipment Entry.
13. When you finish defining the general shipping options, click Save.
General - International
Use the General International sheet to define carrier options for international shipments sent from this plant. You indicate which
shipping documents are required for internationally shipping items. You also define the freight forwarder who assists with the export
process at the current plant.
The options on this sheet are the default values in Customer Shipment Entry. If you need, you can change these options on specific
shipments. This shipping information is then sent to the manifest system that freights the pack record.

PLANTS | CHAPTER 3
To define the international general carrier options:

Shipping Receiving >
General - Intl sheet. 11
2. Select the International 1

Shipment check box to indicate 2
this plant sends out international
shipments. This activates the rest 3 5
of the fields on this sheet. 4 6
7
3. A Certificate of Origin document
8
certifies the shipment quantity was
completely manufactured in a
specific country. When you select
the Certificate of Origin
Required check box, you indicate
these documents are needed on 9
international shipments from this
10
plant.
4. A commercial invoice is needed when dutiable, or non-document, goods are shipped internationally. To satisfy Customs
requirements, you must enter a complete description of these goods on these invoices. Select the Commercial Invoice
Required check box to indicate these invoices are required on shipments from this plant.
5. When you select the HazardousShipment check box, you indicate hazardous materials are both shipped and received through
this plant.
6. Select the Export Declaration Required check box to indicate a Shipper’s Export Declaration (SED) or Electronic Export
Information (EEI) document is needed for international shipments from this plant. These documents track export statistics and
help control the export process.
7. A Shipper’s Letter of Instructions document provides shipping information to the freight forwarder, ensuring accurate movement
of products internationally. Often this document includes billing terms for freight and other charges, and it may also provide
distribution and preparation instructions. Select the Shipper’s Letter of Instruction check box to indicate these documents are
needed.
8. Now enter the contact information for the Freight Forwarder who handles international shipments for the current plant. These
shipping agents are familiar with the import rules and regulations of foreign countries, the export regulations of the United
States and other countries, the methods of shipping, and the documents related to foreign trade. Enter the ID, Name, Contact,
Address, City, State, and Postal Code for the freight forwarder.
9. Click the Country drop-down list and select the country where the You create country records using Country Maintenance.
freight forwarder resides. This program is located in multiple Setup folders on the
Main Menu, including the Customer Relationship
10. Enter the main Phone number you use to contact the freight Management and Accounts Receivable Setup folders.
forwarder.
11. When you finish defining the international carrier options, click Save.

CHAPTER 3 | PLANTS
Billing
You create billing types to define the various ways shipments are paid by this plant. The information from each billing type is sent to
the manifest functionality. You can create as many billing types as you need.
To enter billing types:

Billing Type. 1
2
Shipping Receiving > Billing >
Detail sheet. 4
3. Click the Billing Type drop-down 3
list to specify a freight billing 5
option for this plant. Available
options: 6
• Consignee
7
• Fedex Prepaid
8
• Shipper
• UPS Cost And Freight
4. Depending on the option you

select, a different billing code is
automatically selected in the Billing Code field. However, if another code is available, you can select this alternate code from the
Navigation toolbar.
5. Enter the Account number that records transactions for this billing type. You need to enter an account number when the billing
type is Fedex Collect, UPS Freight Collect, or Third Party.
6. Next, enter the Address, City, State, and Postal Code for the payer. You need to enter the payer address on Third Party billing
types.
7. Click the Country drop-down list and select the country where the You create country records using Country Maintenance.
third party payer resides. This program is located in multiple Setup folders on the
Main Menu, including the Customer Relationship
8. Enter the Phone number for the third party payer.
Management and Accounts Receivable Setup folders.
9. Click the List sheet to review all

the billing types currently
defined for this plant 10
configuration.
10. When you finish adding billing 9

types, click Save.

PLANTS | CHAPTER 3
FedEx
If FedEx is the shipping service the current plant uses, enter the freight information settings on the FedEx sheet.
To define the FedEx options:

Shipping Receiving > FedEx
sheet. 13
1
2. Select the COD check box to
specify FedEx shipments are sent 2
as Collect On Delivery (COD).
4
When you select this check box, 3
you activate the Ground Collection 5
Type radio button options. 6
7 10
3. The Ground Collection Type
radio button options determine 8 11
the means of payment for the 9 12
FedEx shipment. Available options:
• Any Payment
• Guaranteed Funds
• Currency
4. Select the Notification check box to indicate an email message is sent when the shipment reaches its destination. When you
select this check box, you activate the Email Addresses field.
5. Enter the Email Addresses for the individuals who receive notifications when a shipment from this plant reaches its destination.
Be sure to separate each email address with a comma.
6. Select the Home Delivery check box to specify the shipment can arrive using the home delivery service. Selecting this check box
activates the Date, Phone, and Instructions fields.
7. Click the Date drop-down list to select when the home delivery shipment is received. You can also enter the date directly.
8. Enter the Phone number for the contact who will receive the home delivery.
9. Next, enter any additional Instructions required for the home delivery.
10. If you need additional information to accompany the shipment, enter this text in the Reference Notes field.
11. Select the Non Standard Packaging check box to indicate this shipment does not use typical, standard packaging.
12. If this shipment is critical, select the Priority Alert check box. This status is then assigned to the shipment.
13. When you finish entering the FedEx options, click Save.

CHAPTER 3 | PLANTS
UPS
If UPS is the shipping service the current plant uses, enter the freight information settings on the UPS sheet. This sheet also contains
the Quantum View notification functionality. When you select the Notify check box, you can then enter all the email addresses that
receives notifications when a UPS shipment is sent, fails to arrive, and/or successfully arrives.
To define the UPS options:

Shipping Receiving > UPS sheet.
2. Select the Delivery Confirmation 1

option this plant requires for UPS
shipments. Available options:
2
4
• No Signature Required –
Indicates a written signature is
not required to receive the UPS
package. 3
• Adult Required – Indicates an 5

adult must sign for the received 6
UPS package. 7
• Confirmation Required –
Indicates the UPS shipment
requires a written signature to
complete delivery.
• Verbal Confirmation –
Indicates that only a spoken
acknowledgement is required to receive the UPS package.
3. If the shipment requires more handling then a normal shipment, select the Additional Handling check box.
4. Use the Reference Information fields to enter additional text you want to include with the UPS shipment. Five reference fields
are available.
5. The Quantum View notification functionality is a service from UPS that helps individuals receiving UPS shipments track their
progress. Select the Notify check box to specify shipments sent from this plant use this UPS service. Selecting this check box
activates the Ship From Company and Memo fields.
6. Enter the Ship From Company from which the UPS package will be sent.
7. Next, enter a Memo you want to display with this Quantum View UPS shipment.
8. Use the Quantum View features to

indicate who receives email
notifications during the
shipment process. To do this, 8
click the Down Arrow next to the
New button; select New UPS
Email Address.

PLANTS | CHAPTER 3
9. Enter the Email Address for

the individual who will receive 14
Quantum View notifications.
10. If this person needs to be notified

when a shipment is sent, select the
Shipment Notification check
box.
11. Select the Failure Notification

check box if the person must be
notified when the shipment does
not arrive at the Quantum View
email address. 13
12. To send an electronic notification

9
to this person when the UPS
shipment is delivered, select the 10
Delivery Notification check box. 11
12
13. Continue to add all the Quantum
View email addresses you need.
Click the Quantum View List
sheet to view these individuals and their selected UPS notifications.
14. When you finish defining the UPS options, click Save.
Plant Costs
You use Plant Cost Maintenance to create cost sets. Each cost set defines the costing method calculations run against parts
manufactured within the plants linked to the cost set. These records make sure the same costing method is used for all plants included
in this cost set. You select cost sets in the Costing Workbench. During the standard cost rollup calculation, the application uses the
selected cost set as a source for the calculated unit cost amounts.
If different costing methods are needed for some plants, create a separate cost set for For more information on how cost sets
each method. The unit cost results are then consistent for all plants which use this are used in the Costing Workbench, refer
method. Although you can link plants with different costing methods to the same cost to the Costing Workbench > Group Detail
set, Epicor recommends you use separate costs sets for each method. topic in the application help.
Main Menu Path: System Management > Company Maintenance > Plant Cost
To create a cost set:

toolbar.
1
2. In the Plant Cost ID field, enter a
unique identifier for the cost set.
3. Enter a Description for the cost

set. This text displays on the Copy
2
from Plant Cost ID drop-down list
on the Costing Workbench. 3
4
4. Click the Primary Plant drop-
down list to select the plant considered the main plant for this cost set. When you select this Plant option in the Costing
Workbench, the specified cost set displays by default.

CHAPTER 3 | PLANTS
5. Select the Load Alternate

Methods check box to indicate
alternate costing methods are 9
used for the What-If calculation in
the Costing Workbench. The
What-If calculation generates an
estimated cost based on potential
factors.
6. To indicate these lot size settings

are used in the What-If calculation 5
in the Costing Workbench, select
6
the Load Costing Lot Sizes check
box. 7
8
7. Select the Enable FIFO Layers
check box to maintain First In, First
Out (FIFO) costs layers as secondary costs for non-FIFO costed parts.
The FIFO cost layers created for non-FIFO parts are
Any issue or receipt of the part consumes or creates PartFIFOCost
typically used for tracking. If this check box is selected,
records to reflect the movement of FIFO quantities and costs. This
the same validations apply to non-FIFO parts, as the
process is identical to how the Epicor application updates/consumes
Epicor application prevents the FIFO costs/quantities
FIFO costed parts.
from going negative. You still receive FIFO negative
8. To specify job and shipment costs are updated when a user enter a quantity errors when the FIFO layer is enabled; these
purchase adjustment, select the Update Issue to Job/Shipment errors stop you from processing the transaction.
Costs check box.
9. When you finish setting up the cost set, click Save.
Production Calendars
Each production calendar defines the working days and non-working days available during the year, as well as the number of hours
available for production each working day. You use Production Calendar Maintenance to define the calendar you follow within your
manufacturing center and other business areas.
You may need different production calendars for different plants. You can also select production calendars on resource groups and
suppliers.
Main Menu Path: Production Management > Job Management > Setup > Production Calendar
Create the Calendar

To create a new production calendar:

toolbar. 1
2. In the Calendar ID field, enter a

unique identifier for the calendar. 2
5 4
This value displays on several 3
programs and reports. 7
3. Enter a Description that includes
the purpose of the calendar. This 6
text displays on Production
Calendar drop-down lists
throughout the Epicor application.

PLANTS | CHAPTER 3
4. Use the Default Hours Per Day field to define how many hours are available for work each day. The value you enter here
determines the number of Hour check boxes that activate within the Days and Hours grid.
5. Within the Days and Hours grid, define the specific hours during which work is carried out.
6. To select all the hours for a specific day, click the Day (Monday, Tuesday, and so on) button. To clear all the hours, click this
button again.
7. Click the specific Hour button (1, 2, 3, and so on) to select this hour for every day of the week. To clear all the hours for the
specific time, click this button again.
Non-Working Days
Use the Working Days sheets to define how many working days and non-working days are available during the current production
calendar.
1. To define non-working days by

month, click the Month sheet.
2. Highlight a date on the Month 1

calendar.
3. Click the Toggle Day button.
The selected day is now defined as 2

a Non-Working Day. The
scheduling engine and other
functions skip this date when
determining what days are
available for production.
4. To define all non-working days for

the current year, click the Year
sheet.
4
5. Highlight a date on the Calendar.
6. Click the Toggle Day button.

5

CHAPTER 3 | PLANTS
Where Used
To review all plants, resource groups, and suppliers that currently use this production calendar:
To review these items:
1. Click the Where Used tab.

1
2. For this example, you click the
Plant sheet. 2
3. All the plants that use the current

production display on the Plants 3
grid.
Week Numbers
Use the Week Numbers sheet to define both week numbers and ranges for the current For more information on purchase
production calendar. You use week numbers to define purchase order contracts for contracts, review the Purchasing chapter
suppliers. in the Epicor Application User Guide.
To add a range of weeks:
1. From the Actions menu, select Add Week Range.

1
2. The Add Week Range window displays. 2
3. Enter the Starting Week Number to identify the week range you
want to add.
3
4. Next, enter the Starting Year and select a Starting Date for the
week range. You must select a Monday for the Starting Date. 4
5. Enter the Number of Weeks you want to include in the range. 5
6. Click the Create Week Numbers button. 6
7. The Production Week

Numbers grid displays the 8
range of weeks you generated.
7
8. When you finish creating your
production calendar, click Save on
the Standard toolbar.

PART PARAMETERS | CHAPTER 4
Chapter 4
Part Parameters
You create part records for manufactured, sales kit, and purchased parts. These part records are then used throughout the
application on quotes, sales orders, purchase orders, jobs, AR invoices, and so on. You create part records within Part
Maintenance; this program is available in several locations throughout the Epicor application, like Job Management and
Inventory Management.
However, before you can create part records, you need to set up some global parameters that define how you organization
tracks parts in the application. You can organize all your parts through part classes, which help you generate organized
reports. You should also enter the units of measure your manufactured and purchased parts use for purchasing, inventory,
and sales.
If you track parts through serial numbers, the Serial Number Mask functionality helps create a regular method for generating
serial numbers. International governing localities have rules for limiting the use of hazardous substances; you can define the
hazardous substances contained in the parts you buy and sell. If you sell complex products like electronic equipment, you can
also indicate the reference designators you use with these products.

CHAPTER 4 | PART PARAMETERS
Part Classes
Part classes categorize and organize your parts. Although not required by the Epicor application, part classes are used for reporting
purposes and also define information about parts stored within inventory. Part classes can indicate whether inspections are required for
received part quantities, which buyer is responsible for purchasing parts through this class, and what action should be taken when a
part quantity becomes negative.
For example, if you have three distinct types of raw materials, create three part classes to review the stock status and other inventory
reports for the different types.
Use Part Class Maintenance to establish part classes for inventory parts. Part classes are assigned to each part in Part Maintenance.
Main Menu Path: Material Management > Inventory Management > Setup > Part Class
To create a new part class:

toolbar. 1
2. Enter a unique identifier

13
for the Part Class. Use a
meaningful ID, because on 2
some reports where space is 3 6
limited, you may only see this
4 7
ID.
5 8
3. Enter a Description for the
part class. 10
9
4. The Buyer defines the 11

individual responsible for 12
purchasing parts in this class.
An optional value, if you enter
a buyer in this field, all
purchase orders for parts in
this class are assigned this
buyer by default. If you need,
you can override the default buyer on specific part records.
5. When this part class is for purchased parts, click the Approved Suppliers button to find and select the suppliers used for this
part class. These suppliers are then available for all parts in this part class during the purchasing requisition process.
6. Select the Inspection Required check box to indicate parts assigned to this class must be inspected when you receive them. If
you enter a receipt for any part in this class, you will automatically receive it to inspection.
7. When you select the Requisitions check box, you indicate this part class is available for requisitions through Requisition Entry. If
you requisition a part, you can assign it to any class which has this feature active.
8. Select the Split PO Line check box to indicate that purchase suggestions for part records with unique Purchasing comments
generate a different purchase order line for each part entry.
9. You use consolidated purchasing to control purchasing and AP functions Consolidated Purchasing requires the Multi-Site
across multiple companies. Through this functionality, you can set up global Management license. For more information,
requirements and global purchase orders. You select the Consolidated review the Multi-Site Management
Purchasing check box to activate this functionality on a part class. documentation and the Multi-Site Technical
Reference Guide in the application help.
10. You use the Negative Quantity Action options to determine what action
activates when transactions against parts in the part class cause the on-hand quantity to become negative. Available options:
• Warning – Causes an error message to display, but the inventory transaction can continue.

• Stop – Causes an error message to display and the inventory transaction does not complete the update process.
• None – Causes the transaction to process without any error messages.
11. If you need to track parts in this class for Intrastat reporting, link it to a If you do not have Intrastat functionality, you can
Default Commodity Code. Besides the reporting feature, a commodity still use this field. Your industry may have a
code can also identify whether you need to enter a weight or secondary recognized external coding system, and you can
quantity on invoices for the part. enter these external reference codes in this field.
The code you select here becomes the default for all parts linked to this class, but you can select a different commodity code on
a part record. This field activates when you select the Internationalization option within Company Configuration.
12. When you must post AP invoices into two set of accounts for legal reporting in Europe, select a Purchase Type Code. This links
the part class to the extra debit and credit GL accounts required for Intrastat financial reporting.
Plants and Part Classes
Use the Plant sheet to establish planning parameters for a part class and plant combination. These default parameters apply to all
parts assigned to the part class, but you can override these parameters on Part-Plant details in Part Maintenance.
To add a part to a part class:
1. Click the Down Arrow

next to the New button; 7
select New Plant.
1
2. Select the Owner Plant
you need for this part class.
All plants available within the 2
current company display on
this drop-down list. 3
3. If the part class is for 4

manufactured items, Receive 5
Time indicates how many
6
days are required to move the
assembly either to stock or to
the next job. During
scheduling, this additional
time buffer is added to the
Due Date on a job.
If the part class is for purchased or transferred items, Receive Time defines how many days it takes to receive and inspect the
parts. This time buffer is subtracted from the Demand Date to give suppliers the correct Supply Date.
4. The Planning Time Fence field indicates a time limit for changes within this part class. This value is the number of days from
the current system date that the application does not consider demand transactions requiring supply changes. However, all
demand transactions outside of this time limit are processed as normal.
5. The Reschedule Out Time Delta field controls when Material Requirements Planning (MRP) sends messages to Reschedule Out
orders. The value you enter defines a number of days. Any reschedule out message either less than or equal to this value does
not generate a change suggestion message.
6. The Reschedule In Time Delta field controls when Material Requirements Planning (MRP) sends messages to Reschedule In
orders. The value you enter defines a number of days. Any reschedule in message either less than or equal to this value does not
generate a change suggestion message.
7. When you finish setting up the part class, click Save.

Units of Measure
You leverage the Units of Measure functionality to define the measuring values your organization uses for both manufactured and
purchased parts. You can define different unit of measure (UOM) codes for the same part; it can use one UOM within inventory,
another UOM for selling to customers, and a third UOM for purchasing from suppliers.
You can enter the units of measure that best reflect your business practices, and then group related UOMs under a unit of measure
class. When you select a UOM class, only the UOMs contained within that class are available on the record.
Unit of Measure Maintenance

Use Unit of Measure Maintenance to create all the unit of measure codes available within the application. Examples of UOM codes
include weights and measures such as Cubic Centimeters, Each, Feet, Box, and Case.
A primary inventory (or base) UOM code must be defined for every part. This base value indicates the main UOM used to record
inventory balances.
Main Menu Path: Production Management > Engineering > Setup > UOM
To create a new UOM:
1. Click New on the Standard toolbar.
2. Enter a unique identifier for the UOM. 1
3. Enter a Description for this UOM 10

code. In this example, you enter Box.
9 8
2
4. The Symbol field indicates how the UOM
code prints on reports and documents 3
throughout the Epicor application. For
4
example, the UOM code for square meter is
SQM, but you enter Sq Mtrs in this field. 5
The Sq Mtrs value is printed on reports and
documents. 6
5. If fractional quantities are allowed, you can 7

click the Rounding drop-down list and
select an option for this UOM code.
Available options: Round Up, Round
Down, No Rounding, and Math
Rounding.
6. Select the Allow Decimals check box to

indicate users can enter fractional quantities for parts which use this UOM code. If this check box is clear, users can only enter
whole quantities for parts that use this code.
7. If the Allow Decimal check box is selected, the Decimals field activates. Use this field to define the maximum number of
decimals users can enter for quantities in this unit of measure.
8. When the Active check box is selected, it indicates UOM code can be used to measure part quantities. If this check box is clear,
this UOM is no longer available for use.
9. Click the Description sheet to enter a longer explanation for the unit of measure code.
10. Continue to create more UOM codes as you need. When you finish, click Save.

Unit of Measure Class Maintenance

Launch UOM Class Maintenance to define unit of measure class codes you later assign to parts in Part Maintenance. A UOM Class
code contains a bundled set of UOM codes, like Bag, Box, Case, and Pallet, which then convert to a single base unit of measure.
Main Menu Path: Production Management > Engineering > Setup > UOM Class
To create a new UOM class:

toolbar. 1
2. Enter the Class ID you want 7

for the UOM class. In most
cases, the Class ID must be 2
identical to the value selected on 3 6
the Class Type drop-down list.
Only one UOM class can be 4
defined for each class type. The 5
exception is the Other Class Type;
in this case, you can enter a
unique class identifier to create
your own UOM classes.
3. Enter a Description for the UOM

Class.
4. Select the Class Type you need

from the drop-down list. These
system assigned values define the
type of UOM codes which make
up the class. Available options:
• Length – Calculates lengths like feet, centimeters, and yards.
• Area – Calculates areas like square feet, cubic centimeters, and square yards.
• Weight – Calculates weights like pounds, tons, and grams.
• Volume – Calculates volumes like square feet, cubic centimeters, and square yards.
• Count – Calculates counts like each, box, and carton.
• Time – Calculates times like seconds, minutes, and hours.
• Other – A UOM class that you use to create a user-defined UOM class.
5. Select the System Default check box to indicate this UOM class is the default value that displays within Part Maintenance.
6. By default, the Active check box is selected. This indicates users can select this UOM class within Part Maintenance.

Add UOM Codes
You can now add the UOM codes to the class. One UOM code must be selected as the Base UOM; all the other UOM codes then
convert to this base value.
To add the UOM codes to the class:

8
to the New button; select
New UOM Conversion.
1
2. Click the UOM Code drop-down
list to select the code you want
added to the class. All the UOM 5
codes you created through UOM 6
Maintenance display on this list. 2
7
3. If Other was selected for the Class 3
Type on the Detail sheet, select 4
the Part Specific check box to
create a UOM class that does not
use conversion factors.
4. Use the Conversion Factor fields to specify the factor operator and value required to convert between the current unit of
measure code and the Base UOM. For example, if the base UOM is Each and ten units are packed into a Case, enter multiply as
the factor operator and 10 as the value - 10 Each units equal one Case unit.
5. If this value is the primary unit of measure you want for this UOM class, select the Base UOM check box. All the other UOM
codes within this class must convert to this primary UOM.
6. Select the Default UOM check box if you want the current UOM code to be the default Inventory UOM code for parts that use
this class.
7. By default, the Active check box is selected, which indicates this UOM code can be used on part records.
8. Continue to add the UOM codes you need to the UOM class. When you finish, click Save on the Standard toolbar.

Serial Number Masks

Use Serial Mask Maintenance to create a serial number format update record, or mask, which changes the format of a supplier’s serial
number to a format compatible to your serial number system.
Main Menu Path: Material Management > Inventory Management > Setup > Serial Masking
To create a new serial mask:

toolbar. 1
2. Enter a unique identifier for

11
the Serial Mask. The identifier
3
can use the available default
characters, but it can also use 2
characters you define on the
4
company record.
5
3. Enter a Description that identifies
the purpose of the serial mask.
6
4. By default, the Active check box is
selected. This indicates the serial
mask is available in Part 7
Maintenance. When the Is Used 8
check box is selected, it indicates
this serial mask is used by various 9
part records. It can no longer be 10
deleted from the application.
5. A serial mask can either be one of

the following types:
• Validation Type - This serial mask only validates existing serial numbers and cannot be used as a mask for generating new
serial numbers.
• Generation Type – This serial mask only generates new serial numbers and cannot be used as a mask for validating existing
serial numbers.
6. Use the Prefix Length and Suffix Length fields to indicate how many numeric fields are available at the beginning and the end
of the serial number.
7. Enter the Mask format you want for the serial numbers. You must enter valid characters within this field; review the Default
Mask Characters and Serial Number Examples topic within application help for a complete list. You can also define additional
characters within Company Configuration. When you leave this field, the program checks the characters to make sure they are
valid.
8. If the Generation Type option is selected, the Starting Sequence field displays the beginning sequence for the serial numbers.
It validates the positions defined for the &, @, or # characters.
9. The Example field displays a sample of a serial number created through this mask.
10. The Characters Used field indicates how many characters are used for these serial numbers.

Restricted Substances
Use the Restrictions on the use of certain Hazardous Substances (RoHS) functionality to indicate that current material used on parts
complies with the weight limits defined for hazardous substances in electronic equipment. Different legislative bodies, such as the
European Union or the state of California, have defined these weight limits to reduce accumulation in landfills.
Use the following programs to define the hazardous materials within the products you buy or sell. You can then select these materials
on part records and other records. To complete the process, run a verification program to determine whether the product meets the
standards for a selected locality.
Substance Maintenance
You enter the hazardous substances within Substance Maintenance. Examples of hazardous substances include Lead (Pb), Mercury
(Hg), and Cadium (Cd). Several of these substances are already defined within the application, but if you need, use this program to
enter additional hazardous substances.
You later group these restricted substances through Substance Restriction Type Maintenance.
Main Menu Path: Production Management > Engineering > Setup > Substance
To enter a substance record:

toolbar.
1
2. Enter a unique identifier for
4
the Substance. This value
displays on several programs
throughout the application.
2
hazardous substance. 3
Substance Restriction Type Maintenance

Use Substance Restriction Type Maintenance to define the types of restrictions you can later select on part records, jobs, and so on.
Each type contains a series of substances designated as hazardous by the governing locality. Each substance can also be assigned the
lowest level threshold percentage allowed by the governing body.
Main Menu Path: Production Management > Engineering > Setup > Substance Restriction Type

To create a new substance restriction type:

toolbar. 1
2. In the Type field, enter a unique
identifier for the restriction type.
3. Enter a Description for the 2 6

restriction type.
3
4. Select the Validate Compliance 4
check box to indicate this
substance restriction type requires 5
the weight amounts on specific
quantities be validated. When you
select this check box, you activate
the other available check boxes.
5. If you want to activate validation

for a specific function, select its
corresponding check box. Available
options: Purchase Suggestions / Purchase Orders, Request For Quote, and Sales Orders.
6. By default, the Inactive check box is clear. When this check box is clear, it indicates the current substance restriction type is
available (active) to use.
7. You are now ready to identify the

substances included with this 11
restriction type. Click the
Down Arrow next to the 7
New button; select New
Substance.
8
8. Click the Substance button to
find and select a substance you 9
defined within Substance 10
Maintenance.
9. The Description of the substance

displays by default.
10. Enter the Threshold percentage

required by this governing entity.
The percentage of the product by
weight cannot exceed this
percentage.
11. Repeat these steps to add the substances you need to this type. When you finish, click Save.
You can now select this type on several records throughout your Epicor application. You can then run a validation process to make
sure the part quantity does not exceed the RoHS standards. This validation functionality is explored in the Engineering and Job
Management chapters within the Epicor 9.05 Application User Guide.

Reference Designators
Use the Reference Designators functionality to define the reference designators related to the current material. In the electronics
industry, reference designators are used in schematics and printed circuit board layouts to label components. For example, in a typical
printed circuit board, each component is usually labeled with reference designators such as R1, Q1, C1. To identify each component
directly on the circuit board, the reference designator text is printed next to the component.
You add reference designators on part, job, and quote records. Each reference designator can be added as a series using the Add
Range button or entered manually within the methods. You can also add XYZ board coordinates, rotation, and comment text for each
reference designator.
To begin using this functionality, you create reference categories.
Reference Category Maintenance

Use Reference Category Maintenance to define the categories used to group materials for reference designator assignment. After the
Reference Categories are defined, you assign them to specific parts in Part Maintenance. Once a category is assigned to a part, it
cannot be deleted.
Main Menu Path: Production Management > Engineering > Setup > Reference Category
To create a new reference category:

toolbar. 1
2. Enter the Reference
Category identifier you 6
want for this record.
3. Enter a Description that helps 2

users understand the purpose of 3
the reference category.
4
4. In the Prefix field, enter the
5
starting characters used by this
category.
5. In the Suffix field, enter the

ending characters used by this
category.
6. Continue to create the references

categories you need. When you
finish, click Save.

PERSONNEL | CHAPTER 5
Chapter 5
Personnel
The tasks and responsibilities each employee performs within your organization can be reflected within the Epicor
application. You do this by creating person, employee, and warehouse team records. This ensures each person is accurately
and consistently entered in the application. This prevents users from adding duplicate records and reducing confusion when
employees enter records in multiple programs.
You set up personnel data by first entering person/contact records. These records contain primary details about each person,
whether an internal employee or an external customer or supplier contact, such as address and phone information. These
details are then synchronized on other records linked to each person contact record, ensuring consistency of this basic
information.
Once your person contact records are entered, you next launch Payroll Employee Maintenance (if you use the Payroll module)
to enter information required for payroll check processing. Payroll employee records share data with shop employee records.
You enter these records through Employee Maintenance to define individuals who do manufacturing work within your
organization. Through this program, you define the rights each employee has in the application. You can also add production
information, role codes, and production calendars to each employee.
Lastly, you can create warehouse teams and assign shop employees to these teams. These teams monitor and initiate the
inventory transactions that occur within the current company.
You should enter these records when you first set up the application and then update these records as needed to reflect
changes in employment.

CHAPTER 5 | PERSONNEL
Persons and Contacts

Various individuals within your organization may have multiple roles that you need to reflect in your data. Likewise, outside individuals
within customer and supplier organizations may have multiple roles as well. To keep accurate records of these individuals, use
Person/Contact Maintenance. The records you enter here can then be used on various employee, buyer, customer, supplier, and other
records throughout the application. You can also use this tool to pull in any global people/contacts you need from other companies.
Additionally, Person/Contact Maintenance can be used as a tracker tool to see where each contact is referenced on various setup
records. You can also create records that use the contact; through this feature, you indicate what records should be created and then
immediately launch the respective maintenance program.
Main Menu Path: Sales Management > Order Management > Setup > Person / Contact
Contact Creation
You first enter the primary details about the individual. To create a new contact record:
1. Click New on the

Standard toolbar. 1
2. Enter the Contact ID. The 11

Contact ID is a numerical 2 3 6
value that identifies the
contact record throughout the 4
application. You can enter this
number directly, but the 5
application can also 8 7 9
automatically assign an ID
number.
3. Enter the Name for the

contact. This value is the
default name that displays
when this contact record is
selected within other 10
maintenance records (such as
customers, buyers,
employees, and so on).
4. Use the Function, Role,

Title, and Reports To fields
to define the position this person has within the organization.
5. Enter the contact’s primary Email address. If you define an email address here, then anywhere in
the application where the email address displays, you
6. If this person is a contact you want to use across companies within can right-mouse click to open your default email
your organization, click the Global check box. application to send an email using this email address.
The email configuration in Company Maintenance must
7. If you are creating a contact record for an internal employee, click the be set up to enable the email context menu option.
User ID button to find and select the user account you need.
8. Use the fields in the Address section to define the contact information for this individual.
9. Use the fields in the Phone/Fax section to enter all of the phone numbers for this individual.
10. The Person Contact Link List grid displays all the maintenance records that use this contact record. As you add more links, this
grid displays the links for the current contact record.

Additional Contact Information

Use the other sheets within this program to add more details, like web information and a photo file, to the contact record.
To add other information:
1. Click the Name Details tab

to enter more information
about the contact’s name.
4
2. The Display Name field
displays the default name that 1
displays within other
2
maintenance programs.
3
3. Enter the Prefix, Initials,
First Name, Middle Name,
Last Name, and Suffix
information for this contact.
4. If you want to attach a

picture file to this contact
record, click the Photo tab.
Use the fields on this sheet to
find and select the photo.
5. Click the Web Links tab to

enter internet information for
the contact.
5 9
6. Enter the Website that you
can use to contact this
individual. 6
7
7. If this individual uses an
instant messenger application, 8
enter the value in the IM
field.
8. If this individual has accounts

on Twitter™, LinkedIn®, and
Facebook®, enter these
values in the respective fields.
9. Click the Comments tab to

enter any additional text you need for this individual.

Links
You create links for the contact record for any internal buyer, work force, employee, or payroll employee maintenance record. Use this
functionality to quickly add the contact record to any internal maintenance record.
To create an employee record for a contact:
1. Click the Links tab.

5 1
2. The Context Link field
displays the current record to
which this contact is attached.
In this example, Henry
Crabtree is attached to a
buyer record. 2
3. Notice the Buyer section

displays this record.
4. You now want to create an

employee record for this
contact. To do this, navigate
to the Employee section and
select the Create check box.
5. From the Actions menu,

select Create Selected Links. 3
6. The respective maintenance

program launches. Enter 6
any further information
you need. In this 8
example, Employee
Maintenance launches.
7. If you want changes made to

the Name, Address, Email,
Phone, and other fields to
automatically update records
linked to this contact, select
the Sync Name, Sync
Address, Sync Phone, and
Sync Email check boxes.
8. Click Save on the Standard

toolbar.
Now the information you

synchronized on this record is 7
automatically updated on other
records that use this contact.

Actions Menu Functions

The Actions menu contains other features that help you enter and maintain contact records.
To use these functions:
1. Click the Actions menu.

1
2. The Maintain Links option merges two contact records that
represent the same person; for example, Frank Greene and Frank
2
Green. Use this window to merge the current person/contact
record with the person/contact record you want to keep. Any links
to the internal buyer, work force, employee, or payroll employee 3
are pulled into the contact record as well.
4
3. If you use multi-site functionality, you can pull in global contacts
from other companies. To do this, select Link Person/Contact
and use the window that displays to find and select the global
contacts you wish to add to the current company. Any contacts that have their Global check boxes selected can be pulled into
the current company. To learn more about the global contact feature, review the Multi-Site Technical Reference Guide within
application help.
4. If you want to link an outside file to the current contact record, select the Attachments command.
Shifts
User Shift Maintenance to define the shift times needed in production centers, distribution centers, and other areas of the company.
These records are used for labor reporting and time collection. Each employee you enter in Shop Employee Maintenance and
Employee Maintenance will belong to a default shift record you enter in Shift Maintenance.
Data collection and shop warnings use these entries to report alerts such as Employee Clocked in Early or Employee Clocked Out Late.
Main Menu Path: Production Management > Job Management > Setup > Shift
To add a new shift:

toolbar.
1
2. Enter the Shift number you
need; this number must be
greater than zero.
3. Enter a Description of the 2 3

shift. For example, Day, 4 6
Swing, Morning, and so on.
5
7
4. Define the Start time for the
shift. These values are based 8
on a 12-hour clock and
display in hours:minutes 9
format. You do not need to
enter the colon (:), as it 10
displays automatically.

5. Complete the shift's duration by selecting or entering an End time.
6. The Length field automatically displays how long this shift will be in hours.
7. If this shift includes a meal break, select the Lunch check box.
8. Enter the Start and End times for the lunch break. After you enter these values, the Length field displays how long the lunch
break will take.
9. The Rate field indicates the monetary amount you pay for shift differential time against this shift. The number you enter can be
an Hourly addition or a Percent addition, depending on the radio button option you select. For example:
• 2.00 ($2.00 per hour or 2%)
• 5.50 ($5.50 per hour or 5½%)
10. Select when the Epicor application calculates shift differential pay. Available options: If you need more information on
this feature, review the Shift
• Always – Calculated against all hours reported on this shift by all employees.
Differential Pay topic within the
• Only when off shift – Calculated only when the shift is different than the employee’s application help.
ordinary shift.
Shift Breaks
You can enter additional shift breaks, other than lunch, for each shift. To add additional breaks:

select New Break.
2. Enter a Description for 1

the shift break.
3. Now enter the Start and End

times for the additional break.
After you enter these values,
the Length field automatically
2
updates with the length of
the break. 3
4. Continue to add the shift
breaks you need. When you
finish, click Save.

Payroll Employees
If your organization has the Payroll license, you next enter employee records using Payroll Employee Maintenance. The information you
enter through this setup program defines how you pay each employee. Payroll employee records contain the contact information,
social security number, pay rate, pay type, paid time off (PTO) balance, taxes, deductions, and other details for each employee.
You must be a selected user in Payroll Class Maintenance to access or add employee records because information in this maintenance
program is confidential. Selected users can add and edit employees in the payroll classes in which their user IDs are selected.
Payroll employee records are different from the shop employee records used within the Job Management module. If your company has
payroll employee records and shop employee records, you add both to the application with Payroll Employee Maintenance.
After you add employee records, the records designated as active employees also display in the Job Management module within
Employee Maintenance. Subsequent changes made in Payroll Employee Maintenance to records that have an active shop employee
status will also reflect this status in the shop employee record.
Main Menu Path: Financial Management > Payroll > Setup > Payroll Employee
To add payroll employees:
1. Click New on the

1
Standard toolbar.
12
2. In the ID field, enter a
unique identifier for the
employee. You can use a the 11
employee's initials or the first 2
3
part of this person's name. 4
This value displays in several
programs and reports.
3. In the SSN field, enter the 8

employee’s social security
number. Be sure to include 9
the punctuation required for
this social security number. 5
10
6
4. Click the Person / Contact
button to find and select an
7
existing contact record. The
default information entered in
Person/Contact Maintenance
populates the Name, Address, City, and other fields within this group box.
5. Select the Payroll Class for this employee. Payroll Classes group together similar This name must match the employee
employees for payroll processing and they determine who should be paid during each name of this person's Social Security
payroll run. Some examples include Shop Employees and Salaried Employees. card. If it does not match, an error
could result that will cause a penalty.
6. The Hired field indicates the date on which this employee started to work for your
company. Click the Down Arrow to select a date from the calendar.
7. If the employee no longer works for your company, select the Terminated check box and enter the Date on which the
employee left the organization. A terminated employee is excluded from all payroll processing.
8. Click the Supervisor button to find and select the When you first enter employees into the application, add those who are
employee who manages the current employee. This supervisors first, starting with the CEO. Otherwise an employee’s
field is required. supervisor will not display for selection in the Supervisor field, which is a
required field. You cannot save an employee record unless a supervisor is
selected, but you can select an employee as his or her own supervisor.

9. Click the User ID button to find and select the user identifier for this shop employee. You should create a user ID for each
Although not required, some employees will need a user record to access functionality person that will make material entries.
in the application. Each material transaction will then be
linked to the user ID. For more
10. Use the check boxes within the Roles group box to define how you want to information, read the User Account
synchronize this employee record with an existing person/contact record. Depending Maintenance and How do I enter Shop
on what options you select, you can cause Name, Email, Phone Number, and other Employees and Payroll Employees?
updates on this sheet to automatically refresh other records that contain this same Topics within application help.
person/contact. Available options:
• Sync Name
• Syn Phone
• Sync Address
• Sync Email
11. Use the Roles sheet to indicate the various roles, like Service Technician, Shipping/Receiving, Shop Supervisor, and so on
this payroll employee performs.
12. When you finish entering the employee record, click Save.
Payroll, Deduction, and Tax Information

You use the fields on the Payroll > Detail sheet to indicate how the current employee is paid by your organization. Use this sheet to
define the pay type, shift, pay rate, and other key information. You also enter deduction and tax information through the remaining
sheets in this program.
To define payroll information and enter a pay rate:

select New Pay Rate.
1 16
2. Click the Pay Type drop- 17 3 12
down list to indicate what
2
kind of pay the employee
receives. Available options: 4
• Hourly – The employee is 5

13
paid based on the number 6
of hours worked.
7
8
• Salaried – The employee is 9
paid a fixed amount,
independent on the 10 14 15
number of hours worked. 11
This employee’s pay is
automatically generated through the Check Run process. These employees are not linked to labor hours entered through the
Job Management module, and are not included in any overtime or shift differential calculations.
3. Select the Frequency option. This value determines how often the current employee is paid. Available options:
• Weekly
• Biweekly – every two weeks
• Semimonthly – twice a month
• Monthly

4. Click the Shift drop-down list to specify the shift this employee normally works. You enter the shifts for the current company
through Shift Maintenance.
5. Click the Expense drop-down list to specify the default expense code for this employee. A required field, this code defines the
gross pay expense account number used for each labor transaction. You can enter these account numbers through the Pay Type
Maintenance program. These expense codes simplify data entry, as longer GL account numbers do not have to be entered
directly.
6. Click the Workers’ Compensation drop-down list to specify the workers’ compensation group linked to this employee. A
required field, select the group that applies to this employee from the available options.
7. Select the Third Party Sick Pay check box to indicate this employee is part of a deferred compensation plan. This value displays
on the employee’s W-2 form.
8. Select the Retirement Plan check box to indicate this employee is included on a retirement pension plan. This value also displays
on the employee’s W-2 form.
9. When you select the Active Employee check box, you indicate this employee currently works on the shop floor. This person is
then automatically defined as an Active Shop Employee in the Job Management module. Depending on whether you select
or clear this check box, different actions occur:
• If you select this check box and the employee does not have a record within the Job Management module, this employee’s
record is automatically added to this module.
• If this check box is clear and the employee has a record within the Job Management module that does not have any labor
detail, the employee’s file is automatically deleted.
• If this check box is clear and the employee record within the Job Management module has some labor detail, the employee’s
status is set to Inactive.
You can select or clear this check box at any time.
10. If you select the Active Employee check box, click the Job Department drop-down list to specify the shop employee’s home
department. This value defines a default job department for the work queue within the Data Collection module.
11. If you select the Active Employee check box, the Labor Rate field becomes Normally, this value will be the same as the
active. Use this field to specify the hourly rate for costing this employee’s labor employee pay rate, so that actual labor costs
on jobs. are posted to jobs. Any additional labor costs
(premium pay, benefits, and so on) should be
12. The Factors group box tracks the amount of Vacation time and Sick time averaged and included in the resource group’s
burden rate. Review the Resource Group
accrued by the current employee. The Accrual Rate fields specify the number
Maintenance documentation in the
of hours earned by the employee each pay period. The Remaining fields
application help for more information.
display how much accrued time is currently available for this employee. The
Maximum fields define the limit of the Vacation and Sick time this employee can accrue.
13. The Overtime Threshold group box defines the point at which this employee works at the overtime pay rate. The Per Day field
specifies the overtime threshold per day, whereas the Per Week field specifies the overtime threshold per week.
14. When you create a Pay Rate, a new row displays on the Pay Rate grid. Enter the Effective Date on which this pay rate will
begin.
15. The Pay Rate field defines the pay per hour this employee receives. After you enter this value, the Annual Salary field
automatically displays the amount this employee receives each year.
16. Use the fields on the Deductions sheet to enter voluntary deductions for the selected employee. To do this, you click the Down
Arrow next to the new button and select New Deduction.
17. Use the fields on the Taxes sheet to enter payroll taxes for the selected employee. To do this, you click the Down Arrow next to
the new button and select New Tax. If you need to include an employee on a tax report, but that employee is exempt from this
tax, select the Exempt check box on this sheet.
18. After you finish setting up the payroll employee record, click Save.

Employees
Use Employee Maintenance to create employee records. Employees are the individuals who perform work on jobs; their effort is
recorded within Labor Entry.
Main Menu Path: Production Management > Job Management > Setup > Employee
Add a New Employee
To create a new employee record:

New ID. 1
2. In the ID field, enter a unique

identifier for this employee 2
record. 4
3
3. Optionally, select the Person /
5
Contact identifier for this
employee record if one exists.
If one does not exist, the 7
application uses the values in 9
8
the employee information
6 11
fields to automatically create a 10
person/contact record. 13
12
4. Enter the Name of the 14
employee. 15
16
5. Use the Address, Phone, and 17
Email fields to enter the
contact information for the
employee.
6. Use the Emergency section to define who should be contacted in case the employee suffers accident or illness.
7. The Status drop-down list indicates the current state of this employee’s employment. Available types are Active, Inactive, and
Terminated.
8. Select the Payroll Employee check box if this employee should be included during Payroll processing. Once an employee is
entered as a payroll employee, you cannot clear this check box.
9. Select the Service Technician check box if this employee can be sent out to handle Field Service calls.
10. Select the Material Handler check box if the current employee handles material quantities. You can only assign an employee to
a warehouse team within Warehouse Team Maintenance if this check box or the Shipping/Receiving check box is selected.
11. Select the Shop Supervisor check box to indicate this person is a shop supervisor. This employee then has access to the
Supervisor tab within the MES interface.
12. Select the Shipping/Receiving check box if the shop employee works in the shipping or receiving departments. You can only
assign this employee to a warehouse team if this check box or the Material Handler check box is selected.
13. Select the Production Worker check box if the current employee works in manufacturing part quantities. If the Advanced
Material Management module is installed, this check box is available. This employee then has access to the Production tab within
the MES interface.
14. Select the Warehouse Manager check box if the current employee manages a warehouse. Only employees designated as a
warehouse manager can access the Queue Manager for handling transactions processed by handheld devices in a warehouse.

15. Select the Can Override Allocations check box if this shop employee can change quantity allocations for Packing and Picking
type transactions in a warehouse.
16. Select the Contract Employee check box if this employee is currently working as a contract employee.
17. Select the appropriate Synchronization check boxes to perform a synchronization of the employee information to other
programs.
Employee Production Information

To add Production information to the employee record:
1. Click the Production Info

tab. 8
2. Select the Shift during which

this employee works. You can 1
also define the default
2 5
expense code for direct labor
code entries for this 6
employee, the department 7
inside which this employee 3
works, as well as the
employee’s hourly labor rate.
4
If a default shift has been established at the

Company level in Company Maintenance, the
company’s default shift automatically displays in
the Shift field when adding a new employee or
creating a new ID for an existing employee.
3. Define the work hours for this employee. From the drop-down list, select the Resource Group associated with this employee.
4. Select the Allowed to book to direct jobs check box if this employee can book time to manufacturing jobs.
5. Select the Request Material and Report Quantity check boxes to specify if this employee is allowed to complete these
material and quantity tasks.
6. Select the Override Job check box if this shop employee can override the specifications created for a job.
7. Select the Report Scrap Quantity or the Report Non-Conf Quantity if this employee can record these quantity types.
8. When finished, click Save on the Standard toolbar.

Role Codes
To enter Role Code information to the employee record:

New Role Code.
1
2. Enter the Role Code to assign
to this employee. You create
role codes within Role Code
Maintenance. 2
For more information on 3

this program, review
application help or the 4
Time Management
chapter within the Epicor
Application User Guide.

role code.
4. Select the Primary check box if this is a primary role code for the employee. Only one role code can be defined as the primary
role.
5. You can define role rates for

this role code. To do this,
10
click the Down Arrow
next to the New button;
5
select New Role Rate.
6. To define the date range for

this role code, enter the
Effective Date and End
Date. 6
7
7. Select the Currency assigned
to the role rate. 8
9
8. Enter the Charge Rate for
this project role code. The rate
is displayed in the designated
currency code.
9. Select the Time Type from the drop-down list. Time types are created in Time Type Maintenance.
10. When you finish, click Save on the Standard toolbar.

Employee Calendar
To add calendar information to the employee record:

select New Calendar.
1
2. Click the Calendar
button to find and select a
calendar for this employee.
3. Enter an Effective Start 2

Date of this calendar for this 3
employee.
4
4. Enter an End Date on this
calendar.
5. When you finish, click Save

Time and Expense Approvals

You use the sheets under the Time and Expense tab to indicate whether this employee can approve time and/or expense entries. You
can also assign this employee to workflow groups.
To define approvals:
1. Navigate to the Time and

Expense > Time > Detail
sheet.
2. If this employee cannot enter

time records, select the
1
Disallow Time Entry for
user assigned to employee 2
check box. 3
3. Select the Auto Approve 4

Time check box to indicate
this employee can
automatically approve time
transactions.
4. To assign a workflow group

to approve time transactions,
select a Workflow Group from the drop-down list.

5. To view the workflow group

you selected, click the
Approval Taks tab.
6. Expand the workflow group

tree to review the different
tasks defined for the 5
workflow group.
6
7. You can also define expense

approval rights for this
employee. To do this, navigate
to the Time and Expense >
Expense > Detail sheet.
7
8. Select the Enter Expenses
8
check box to allow the
employee to enter expenses. 9
An employee cannot enter 10
expenses in Time and Expense
Entry if this check box is clear. 11
9. Click the Supplier button to

find and select a supplier ID
for this employee. The
supplier ID is used to create AP invoices for the employee when entering If the employee does not have a supplier ID, you can
expenses for reimbursement. create one manually, or, if configured in Company
Configuration, the application can add one
10. Now define the approval workflow for expense transactions submitted by automatically when you save the employee record.
this employee. Select the Auto Approve Expenses check box to
indicate the employee can automatically approve expense transactions.
11. To assign a workflow group to approve expense transactions, select a Workflow Group from the drop-down list.
12. To view the workflow you

selected, click the 14
Approval Taks tab.
13. Expand the workflow group

tree to review the different
tasks defined for the 12
workflow group.
13
14. When you finish, click Save

Warehouse Teams
Use Warehouse Teams to create teams and assign shop employees to the teams. A shop employee must be assigned to a warehouse
team in order to receive processing transactions such as allocations and bin to bin moves. You can also assign attributes, transaction
types, and warehouse bin and zone information to a team.
Main Menu Path: Material Management > Inventory Management > Setup > Warehouse Team
To create a new warehouse team:

toolbar.
1
2. Enter the Warehouse
Team identifier you want 9
for this team.
3. Enter a Description for the 2

warehouse team. 3
4. The employees who are

designated to handle material
quantities or 6 7 8
shipping/receiving display in
the Available Employees
section.
5
4
5. To select employees for this
warehouse team, from the
Available Employee list,
select the employee(s) and
click the Right Arrow. Use
the other arrows to make any
additional changes between
lists.
6. Click the Attributes tab to

assign warehouse attributes
to this warehouse team.
Attributes are defined using
Warehouse Team Attributes.
7. Click the Transactions tab to select available transaction types to this warehouse team.
8. Click the Warehouses tab to assign bins, zones, and items to this warehouse team.
9. Click Save.

Users
The previous sections of this chapter describe how to set up access for employees that primarily work in production and inventory
centers who do not need access to the full Epicor application. However, any employees who enter quotes, sales orders, jobs, invoices,
and similar records will need a user account. They can then log into the Main Menu and launch the entry programs and run the
reports they need.
User accounts also regulate security. Through these records, you can assign users security privileges and add them to security groups.
Security privileges give users access to internal application tools like customization, styling, and business activity queries. Only users
responsible for managing the use of the application should have access to these tools. Epicor recommends you assign all users to
security groups. You then simplify your security setup, as you do not need to assign security to individual users. This approach also
ensures you implement security through an organized and clearly defined method.
This section describes how you create user accounts and assign privileges to each account. Security groups are documented later in
Chapter 15: Security.
You create user accounts through User Account Maintenance.
Main Menu Path: System Management > Company Maintenance > User
To create a new user account:

toolbar.
1
2. Enter the User ID for this 20
user account. This code
uniquely identifies a particular 2 9
user. The user is prompted for 10
this ID during login for the 11
Epicor application. If possible, 3
12 13
enter real names to make it
14
easier for users to remember
these identifiers. If names 15
conflict, add initials to make
each identifier unique. 4 16
17
3. Enter the Name, Address, 5
18
City, State/Prov, Postal 6
Code, and Country 19
7
information for this user.
8
4. In the Office Phone, Phone,
and Email fields, enter the
contact information for this
user.
5. Click the Language drop-down list to select the language the application needs to display when this user logs in. For the
interface to display in a different language, you must install a language pack. Contact your Epicor Account Manager for
information on the language packs currently available.
6. Click the Format Culture drop-down list to select the interface requirements for the user’s To learn more about localizing
culture. Each culture code defines the date format, number format, currency symbols, field a client installation, review
layout, and so on applicable to a specific world culture. For example, a culture code can application help or the
change the interface so the user can read and enter data from right to left (instead of left to Localization chapter in the
Epicor ICE Tools User Guide.
right)

7. The Single Sign-On feature allows users to log into the application using the same Login ID and A time-saving feature, Single
Password they use to log into their computer’s operating system (for example, Windows, Unix, Sign-On causes the
Linux and so on). If this feature is enabled by selecting the Require Single Sign-On check box application to launch without
found on this screen, enter the name of the operating system Domain for the current user. displaying the Login window.
8. The Domain User ID defines the identifier for the current user on an operating system domain. If the Single Sign-On feature is
enabled and the Domain User ID does not match the Epicor User ID, enter the domain identifier in this field.
9. You select the Disable Account check box to inactivate the user’s account. You typically disable a user’s account if this person is
on an extended leave or has left the company.
10. Select the Allow Requisitions check box to indicate this user will display in the Requisitioner Selection List; this list is
accessible from Requisition Entry.
11. If you select the Can Suspend check box, you indicate this user can suspend the current network session to move a laptop from
one location to another - and still keep the session available. From the File menu on the Main Menu, the user has access to
suspend and reconnect their current session.
12. Select the Require Single Sign-On check box to cause this user to log on using the operating system logon, bypassing the
Epicor logon window.
13. Use the Shop Tracker Refresh Minutes field to define how often you want the data on the Shop Tracker to refresh for this
user. Enter this value in minutes.
14. The Session Timeout Minutes value defines how many minutes When the application times out, the user’s account is
this user account can be inactive before the application will log released, allowing additional users to log in. The user
out (shut down). This field cannot be set for less than 15 minutes. remains connected, but their license is released for other
users. If a user’s account times out, when they return, they
15. The Client Start Menu ID defines the primary menu that displays will automatically be granted a license if one is available.
when the current user logs into the application. Use this field to This functionality helps work environments where a user’s
limit this user’s access to the Main Menu, as the current user can system is idle for long periods of time and other users need
to log into the application.
only launch programs contained by this Menu ID.
For example, you could limit the user to only access the Production Management modules. To You find the identifiers for
do this, enter XAMN2000 as the Client Start Menu ID value. When this user launches the specific menu items using
application, only the Production Management folder and any modules contained below it Menu Maintenance.
display on the Main Menu.
16. Both the Expire Password and Clear Password options force users to enter a password the next time they log into the
application. Select the Clear Password option to force users to enter their existing password; select Expire Password to force users
to create a new password.
17. The Date Last Used and Time Last Used values display the date and time stamp for the last time this user account was used.
18. The Password Last Changed field displays the last time the user updated the password for this user account.
19. Use the Password Expires Days to define how often this user needs to create a new password. When you enter a value in this
field, the Password Expires field displays the date on which the current user account password will expire.
20. When you finish entering the details for the user account, click Save.
User Privileges
You use the check boxes on the Options sheet to define the additional features and tools the current user can access. Each item you
select grants privileges to an application tool or other feature.
As you enter user accounts, carefully consider what privileges each user needs. Several options are typically not needed for normal use
of the application and can slow performance, so only activate options the current user needs.

Define Tools Options
To assign user account privileges for the application tools:
1. Click the Options tab.
2. Select the Security Manager

check box to indicate this user
can access System
Management folders on the 1
Main Menu. Users with 2
security manager rights can 4
3
define or change the profiles
of themselves or other users, 5 6
as well as set up menu 7
security.
9 8
System administrators 10
should have two user 11
accounts - one for normal
user activity and one for
administrative, security 12
management purposes.
Since administrators will
usually log into the normal
account, this reduces the
chance that other users
access the system tools
while the administrators
are away from their
workstations.
3. To give this user access to the customization tools, select the Customize Privileges check box. This user can then create
alternate versions of interfaces (forms) and make them available to everyone in the current company. For more information,
review the Customization topics within application help or the Epicor ICE User Experience and Customization Guide.
4. Select the Allow Personalization check box to grant this user access to the personalization tools. This user can then modify
program interfaces as they need for personal use. These modified forms only display when this user logs into the application. For
more information, review the Personalization topics within application help or the Epicor ICE User Experience and Customization
Guide.
5. Select the Allow Translation check box so this user can then select different If this user does not work with
language sets and culture formats to display. This user also has access to Language translations, do not select this check box.
Maintenance and other localization tools. For more information, review the Activating this feature slows down
Localization topics within application help or the Epicor ICE User Experience and performance, as it causes the translation
functionality to load with each form.
Customization Guide.
6. Select the Dashboard Developer check box to give this user rights to modify and create dashboards. The user can then modify
existing dashboards and also create new dashboards. For more information, review the Dashboard topics within application help
or the Epicor ICE Tools User Guide.
7. To indicate this user can access the complete Business Process Management (BPM) functionality, select the BPM Advanced User
check box. This user can then launch programming tools to create custom BPM methods and updatable business activity queries
(BAQs) methods. For more information, review the Advanced BPM topics within application help or the Epicor ICE Tools User
Guide.
8. When you select the BAQ Advanced User check box, you indicate the current user To create updatable BAQs, the current
can create updatable business activity queries (BAQs) that allow data entry in user must also have BPM Advanced User
selected fields (columns). Other users can then update the database through the rights. Updatable BAQs run through BPM
BAQs this user creates. methods, so the current user requires
permission for both advanced privileges.

9. Select the Allow Creation of Cross Company BAQ check box to grant this user the ability to create BAQs that pull data from
multiple companies. You then must define which companies the user account can access; you do this on the Company sheet.
10. Solutions are bundles of customizations, BAQs, BPMs, and other modifications that can be installed on other companies. If this
user will build solutions, select the Can Create Solutions check box; this user can then access the Solution Manager. If this user
can import and install solutions, select the Can Install Solutions check box. For more information, review the Solution
Management topics within application help or the Epicor ICE User Experience and Customization Guide.
11. Quick Searches are configurable search programs that pull in unique search results. Select the Can Maintain Quick Search
check box to cause Quick Search Maintenance to display on context menus for this user. Likewise, select the Can Maintain
Enterprise Quick Search check box to give this user access to the Enterprise Search Quick Entry program. For more
information, review the Searches topics within application help or the Epicor ICE Tools User Guide.
12. Select the Can Maintain Themes check box to indicate the user can access programs available on the Options > Styling sub-
menu. The Styling functionality is useful when you differentiate one company from another company. For more information,
review the Styling topics within application help or the Epicor ICE User Experience and Customization Guide.
Define Access Options
To define what features this user account can access:
1. Review the options available

in the Access Options group
box.
2. To give this user the ability to 1

change the account 2
password, select the Allow 3
Password Change check
4
box.
5
3. Select the Epicor Connects 6
User check box to indicate
the user can access
information on the web
through the CRM and
Customer Connect
functionality.
4. Select the Allow Enterprise

Search check box to display
7
Enterprise Search toolbar
when this user logs in. 8
Enterprise Search is an
optional search application
used to retrieve indexed
content from within the application and then quickly launch specific programs to display the data returned from the search.
5. Select the Allow Epicor Web Access check box to allow the current user to display the application through a web browser. This
web format is called Epicor Everywhere. You define how users access the Epicor Everywhere interface within Company
Configuration.
6. To give this user the ability to display the application on mobile devices, select the Allow Mobile Access check box.
7. The options in the Enterprise Search group box define the Uniform Resource Locator (URL) this user accesses to launch
Enterprise Search. Select the Use Default URL check box to use the Enterprise Search URL defined for the company instead of
the search URL defined for the user.

8. If you do not want this user to access the default URL You can also override the search URL for a company by editing the
for an Enterprise Search, clear the Use Default URL default.mfgsys file in the user’s Client folder and adding a value for the
check box and enter the alternate address in the EnterpriseSearchURL configuration setting. For more information,
Search URL field. The format for this URL is: review the Configuration Settings File topics within application help or
http://searchservername:8098/search/searchindexname the Epicor ICE User Experience and Customization Guide.
Define System Options
To grant this user account access to system options:
1. Review the options available

in the System Options group
box.
10
2. Select the Allow Multiple
Sessions check box to specify
this user can activate multiple
instances of the application.
3. When you select the Allow

1
Main Menu Tabs check box, 2
you indicate the current user 3
can create and edit tabs on
4
the Main Menu. Users access
this feature from the Main 5
Menu by clicking Options > 6
Preferences.
7
4. To give the current user the 8
ability to modify quantity
9
allocations through the sales
order process, select the Can
Override Allocations check
box. For more information,
review the Fulfilment Workbench topics within application help.
5. To give the current user the ability to modify the part numbers used on allocations through the sales order process, select the
Can Override Allocations Part Number check box.
6. Users can annotate application help topics to contain additional information they need. These annotations can display for a
specific user or the entire company. Select the Can Edit Company Annotations check box to indicate this user can create and
edit company annotations; select the Can Edit User Annotations check box to indicate this user can create and edit user
annotations.
7. Select the Can Change Save Settings on Exit check box to indicate this user can maintain company, plant, and language
selections for the Main Menu. The next time this user launches the application, these settings display by default.
8. Select the Can Maintain Favorites Programs check box to indicate the current user can add programs to the Favorites Bar. The
user can then click these program icons to launch them.
9. When you select the Enable Network Compression check box, application data is compressed between the client and
application server. Activating this option may improve performance for the current user, especially when data has to travel long
distances to reach the application server.
10. After you finish defining the privileges and access options for this user account, click Save.

Companies
Use the Company sheets to define the internal and external companies for which the current user has access. If you work in a multi-
company environment, each user can access one, multiple, or all companies created within the database.
If you work in a multi-site environment, each user can also access data generated in external companies which exist in other
databases. You set up external companies within External Company Maintenance.
To add companies to a user account:

New Company.
1
2. Click the Company drop-
down list to select the internal 2
company which the current
3
user can access.
4 5
3. Now click the Employee
drop-down list to define the 6
name this user enters as a 7
shop employee within the
selected company. When this
user is a shop employee, this
field is required. You create
employee records within
Employee Maintenance.
4. Click the WorkStation drop-

down list to indicate the
workstation the user logs into
when accessing the selected
company. You create workstation records in Workstation Maintenance.
5. Select the Can Update Time for All Employees check box to indicate this user can update time entries for any employee in the
selected company.
6. Select the Can Update Expenses for All Employees check box to indicate this user can update expense entries for any
employee in the selected company.
7. Use the Available Plants and Authorized Plants sections to indicate which plants this user can access in the selected company.
To add a plant to this user account, highlight it in the Available Plants field and select the Right Arrow button. The plant now
displays in the Authorized Plants section.
8. To add an external
company to the user 10
account, click the Down
Arrow next to the New 8
button; select New External
Company.
9. Click the External Company 9

button to find and select the
external company you need.
10. Continue to add the internal and external companies you need. When you finish, click Save.


WAREHOUSES AND BINS | CHAPTER 6
Chapter 6
Warehouses and Bins
Warehouses and bins segregate materials so they can be easily found when you need them. Use each warehouse to group
items in your inventory. A warehouse can be a separate building or a virtual warehouse anywhere on the plant floor.
Examples of warehouses are finished goods, raw materials, inspection, and tooling. Many reports can be sorted by
warehouse as well - such as the Stock Status report.
If you need, you can further organize your inventory by creating bins. Each bin is defined by its location within the
warehouse. Typically your plant managers directly control the inventory in a warehouse bin. However, you can also indicate
that bins are customer or supplier managed areas within your warehouses. The contents of these bins are then maintained by
these outside organizations, but you monitor the quantities available within them.
You must set up at least one warehouse and one bin before you can enter any parts within Part Maintenance.
The warehouse setup programs record and define the storage areas available within a plant. Use these setup programs to
define each available warehouse, the individuals responsible for maintaining inventory in each warehouse, and zones you
need for the bins within each warehouse.

CHAPTER 6 | WAREHOUSES AND BINS
Warehouse Maintenance
You use Warehouse Maintenance to enter warehouse records. Any warehouses defined through this program are automatically set up
in the current plant.
You can share warehouses with other plants. A shared warehouse is a warehouse that belongs to one specific plant, but when you
share it with one or more plants, you can directly issue parts from or receive parts into the warehouse from all plants linked to it. You
do this in Plant Maintenance on the Shared Warehouses sheet.
Main Menu Path: Material Management > Inventory Management > Setup > Warehouse
To create a new warehouse:
1. Click the New button on the

Standard toolbar. 1
2. Enter a Warehouse identifier
for this record that helps you
identify this warehouse later.
2
new warehouse. This concise 3
explanation describes the
purpose for the warehouse
on related programs and
reports.
4
4. Enter the warehouse Name,
Address, City, State, Postal
Code, and Country to
define where this warehouse
is located. 5
5. Enter the Manager Name of

this specific warehouse.
6
6. Click the Bins button to
launch the Warehouse Bins
program. Bins are sub-divisions of a warehouse that further define where parts are stored. Every warehouse must have at least
one bin associated with it. Later in this chapter, the Warehouse Bin Maintenance section contains more information about this
key maintenance program.
GL Controls
Use the GL Control sheets to determine the accounts and journal codes used to post transactions against the current warehouse. You
can associate one or more GL controls with a warehouse. Each control linked to the warehouse, however, must belong to a different
control type.

To add GL Controls to this warehouse:

to the New button; select 4
New GL Control.
2. GL Control Types group 1

the contexts and entities
required for a set of GL
controls. You can enter the
GL control type directly or 2
click the Type button to find
and select a control type. 3
3. The controls linked to the

selected control type are
available. Either enter the
control directly or click the
Control button to find and
select the control you need.
4. When you finish setting up the warehouse, click Save on the Standard toolbar.
Warehouse Zones
When the primary warehouse information is complete, you can further organize your inventory by adding bins to each warehouse. In
order to better organize your bins, however, the Epicor application contains functionality you should define before you actually create
bins for each warehouse. Warehouse zones are one of the features you can leverage to help better organize bins.
A zone is a group of related bins contained within a warehouse. You can group together any bins regardless of their type or any other
attributes. Warehouse zones are primarily used to satisfy orders through the Fulfillment Workbench.
Main Menu Path: Material Management > Inventory Management > Setup > Warehouse Zone
To create a new warehouse zone:

Standard toolbar.
1
2. Enter the Zone identifier;
this value defines the 4
warehouse record. This
value displays within related

warehouse zone. This value is 2
the text which displays on 3
drop-down lists, so enter a
concise explanation that
explains the purpose for the
zone.

Warehouse Bin Sizes

In addition to zones, you can also create bin size groups that define height, length, width, and volume sizing information for each bin.
You can then select the size of a specific bin within both the Bin Setup Wizard and Warehouse Bin Maintenance.
Main Menu Path: Material Management > Inventory Management > Setup > Warehouse Bin Size Group
To create a warehouse bin size group:
1. Click the New button on

the Standard toolbar.
2. Enter the Size 1

identifier for the 9
group. This value
displays within related
2
3. Enter a Description for
3
the warehouse bin size.
This value is the text 4
which displays on drop-
down lists, so enter a 5
concise explanation that
explains the purpose for 6
the size. 7
4. If you do not want to use
the current size record, 8
select the Inactive check
box. This indicates the
size does not display on
any drop-down lists
throughout the
application.
5. Enter the Length of the bin size. Use the accompanying drop-down list to define the unit of measure for the length value. The
unit of measure codes that display are those assigned to the Length Unit of Measure (UOM) class within UOM Class Code
Maintenance. This program is discussed earlier in Chapter 4: Part Parameters.
6. Enter the Width of the bin size. The numeric value you enter here uses the You can also launch the Warehouse Bin
unit of measure you defined for the Length value. program within Warehouse Maintenance. To do
this, click on the Actions menu and select Bins.
7. Enter the Height of the bin size. The numeric value you enter here uses the
unit of measure you defined for the Length value.
8. Enter the Volume of the bin size. Use the accompanying drop-down list to define the unit of measure for the volume value. The
unit of measure codes that display are those assigned to the Volume Unit of Measure (UOM) class within UOM Class Code
Maintenance. This program is discussed earlier in Chapter 4: Part Parameters.
5
Warehouse Bins
After you define the warehouse zones and sizes you need, you are ready to create bins for a specific warehouse. You can create as
many bins as you need for each warehouse. Each warehouse must have at least one bin linked to it.
Main Menu Path: Material Management > Inventory Management > Setup > Warehouse Bin

To create a new warehouse bin:

Standard toolbar. 1
2. Enter the Bin identifier. This

value displays within related
3. Enter a Description for the 2

warehouse bin. This value is 3 7
the text which displays on
drop-down lists, so enter a 4 8
concise explanation that 5 9
explains the purpose of the
bin. 6
4. Select the Zone inside which 10

this bin belongs. A zone is a
group of related bins within
a warehouse. You create 11
zones within Warehouse 12
Zone Maintenance; a
previous section describes
this maintenance program.
5. Select the Size group for this bin. Size groups define height, length, width, and volume dimension information for each bin. You
create size groups within Warehouse Bin Size Group Maintenance; a previous section describes this maintenance program.
6. If you need, enter a Sequence value for the bin. This numeric value defines the order in which this bin is sorted within various
7. Select the Inactive check box if you are no longer using this bin. You can only select this check box if the bin does not contain
an inventory quantity balance. Inactive bins cannot be used for new inventory transactions.
8. To indicate that inventory quantities within the current bin should not be included within on-hand quantities, select the Non
Nettable check box. Any quantities within this bin are not available for use within the Fulfillment Workbench.
9. If this bin can be transported to a new location, select the Portable check box. A portable bin does not have a dedicated
physical location. Portable bins are used during Order Fulfillment Processing. For more information about this functionality, review
the Sales Order Processing chapter in the Epicor Application User Guide.
10. The Type area defines the primary function of the current bin. If the current bin is new or empty, you can select a Type for it.
Available options:
• Standard – Stores normal inventory balances owned by the current company. This option is the default value.
• Customer Managed – Indicates the quantity stored in this bin is for a specific customer. After you select this option, either
enter the Customer ID directly or click the Customer button to find and select the record you need. A customer-owned bin
can only contain inventory quantities for the selected customer.
• Supplier Managed – Indicates the quantity stored in this bin is for a specific supplier. After you select this option, either enter
the Supplier ID directly or click the Supplier button to find and select the record you need. A supplier-owned bin can only
contain inventory quantities for the selected supplier.
11. Enter the Aisle where the current bin is located. If the Portable check box The Aisle, Face, Elevation, Max Fill and Percent
is clear, this field is available. Fillable fields are all used during Fulfillment
Processing. For more information about this key
12. Enter the Face within the aisle where the current bin is located. If the functionality, review the Sales Order Processing
Portable check box is clear, this field is available. chapter in the Epicor Application User Guide.

13. Define the Elevation (height)

within the specified aisle and
face where the current bin
is located. A bin on the 18
ground level normally has an
elevation of 1, while the bin 17
directly above it has an
elevation of 2. If the Portable
check box is clear, this field is
available.
14. Select the Wave

Replenishable check box to
specify this bin is included
when running wave
(consolidated) picking in the
Fulfillment Workbench within
this warehouse. 13
15. Use the Wave Max Fill field
to define the maximum 14 15
fillable quantity which can be
16
stored within the bin during
Fulfillment Workbench
processing. You can override
this value in other programs.
16. Use the Wave Percent Fillable field to indicate how much of the total bin can be used for stock quantities during Fulfillment
Workbench processing. This defines the default percentage fillable for the bin; you can override this value in other programs.
17. If this bin requires user-defined parameters, you can select these parameters on the Attributes sheet. An attribute can be any
parameter you need. For example, you can have an attribute that indicates a forklift is required to move quantities within this
bin. When work is assigned on the queue, an inventory move transaction to and from this bin indicates that a forklift needs to
be assigned to a user in order to complete the transaction. You create attributes within Warehouse Bin Attribute Maintenance.
Warehouse Bin Setup Wizard

Creating individual bins for a warehouse can be a time-consuming process. If you need to create a series of similar bins for the same
warehouse, use the Warehouse Bin Setup Wizard. You can automatically generate a series of bins for a warehouse that follow specific
criteria. You first define the criteria for the bins and then generate them. After you review and verify the new bins, you can then
define the complete details required for this new set of bins.
Main Menu Path: Material Management > Inventory Management > Setup > Warehouse Bin Setup Wizard
Here’s how you use this wizard:
1. Click the New button on the Standard toolbar.
2. Select the Warehouse for which you want to automatically generate the bins.
3. The Format field displays the text values used to automatically generate identifiers for the new bins. In this example, A displays,
which indicates a single character string value is used to automatically generate identifiers for this warehouse. If you need, you
can change these parameters within the Bin Number Segments grid; continue reviewing these steps for more information.
4. Use the Limit Number of Bins to: field to define how many bins you want to automatically generate. In this example, the
process will generate five new bins.

5. The remaining fields on this

sheet define the format
used for automatically 1
generating the bin
identifiers. Use the Segment
drop-down list to select
the data type for the 2
identifiers. Available 3
options are String, 4
Number, and Separator.
6. Use the Length field to

indicate how many
characters or digits are
available for the bin
5 6 7
identifiers.
7. Use the Minimum and

Maximum fields to enter the
range of values possible for 8
the bin identifiers. In this
example, identifiers between
A and Z are available during the bin generation.
8. When you are ready, click the Generate button.
9. The Verify sheet displays

the proposed bins. Use this
sheet to indicate you want 9
to add these bin records to
the selected warehouse.
10 11 12
10. The bins that were
generated display in the Bin
column.
11. By default, the Selected

check box for each bin is
active. This indicates you
want to create the bin. If
you do not want to create a
specific bin, clear its check
box.
13 14
12. If this bin already is defined
for the current warehouse,
its Exist check box is
selected. You cannot add
this bin to the warehouse.
13. If you do not want to use any of the new bins, click Clear.
14. If you want to use all of the new bins, click Select All.

15. When you are satisfied with

your selections, click on the
Commit tab. 15
16. The specific parameters you

want for this set of bins
display on this sheet, like
Warehouse Zone, Size,
Sequence, and so on. Select
and define the parameters
you want for this bin. For
information on each field,
review the previous
Warehouse Bin Maintenance
sections. 16
17. When you finish, click the

Commit button.
The new bins are now added to the

selected warehouse.
CHAPTER 2 | APPLICATION SETUP

17

MULTI-CURRENCIES | CHAPTER 7
Chapter 7
Multi-Currencies
Use the Currency Management functionality to define currencies, conversion rules, and currency exchange rates, and to
revalue currencies to reflect the correct up-to-date amounts. You can select the currency used for reports and financial
statements. Because of this, you can publish annual and quarterly reports in one currency and legal reports in another
currency.
The Epicor application also contains a rounding engine you can leverage to indicate how currencies should round amounts.
You define the rounding rules on specific currencies. Rounding values can also be set up on companies and customer records.

CHAPTER 7 | MULTI-CURRENCIES
Multiple Currencies
Use Currency Master Maintenance to enter and update the currencies available within a company. You define the currency symbols,
number of decimal places, and the rounding rules for each currency. Each company must have a base currency, which is the primary
currency it uses for transactions. It can also have up to three reporting currencies, which are currencies you can use to report amounts
within various reports and programs. A company can also have any number of transactional currencies available in order to conduct
business in various countries and localities.
The default currency for a supplier or a bill-to customer applies to their transactions unless the Only the company’s base
currency is overridden during transaction entry. You can override default currencies when entering currency and three reporting
sales orders, quotes, purchase orders, and invoices by using the Currency toolbar. This toolbar was currencies can be selected as a
described previously in Chapter 1: The Epicor Environment. GL book currency.
Main Menu Path: Financial Management > Currency Management > Setup > Currency Master
To add a new currency:

toolbar. 1
2. Enter the Currency Code 18
identifier you want for the 17 16
currency. This value defines 13
the unique internal identifier 2
for the currency; once you
3
save this record, you cannot
change this value. 4 14
5
3. Enter the Currency ID you
6
want for this currency record.
This value displays on reports 7 9
and windows that show 8 10
currency information. You can
12 11 15
change this value later if you
need.

currency.
5. The Currency Symbol

indicates the special character
used for this currency. This
value displays on reports and
programs near the currency
amounts. Currency symbol
examples include $, £, €, ¥, and so on.
6. Enter the Document Description you need. This extended explanation is printed on quotes, sales orders, invoices, and other
records that use this currency.
7. Select the Inactive check box when the current company can no longer use this currency. Users cannot create new transactions
against this currency, but any previous records that use this currency are maintained by the application.
8. Select the Maintain Rates check box to indicate exchange values for this currency can be updated. This check box activates the
exchange rate fields for this currency within Exchange Rate Entry. This check box is selected by default.
9. The Base Currency check box indicates this record is the primary currency used by the company. This currency is the default
used for all transactions within the company. Only one currency can be defined as the Base Currency.

10. The Reporting Currency check box indicates this currency can be used to display amounts on invoices, purchase orders, sales
orders, and other records (except payroll and inventory transactions). To add a reporting currency, use the Actions > Add
Reporting Currency option. This currency then becomes available on Currency lists throughout the application.
11. Enter the Scale Factor you use to modify the actual exchange rate in order to display amounts for this currency in a more
understandable format. The actual rates within the database are not changed by this value, but all display rates are entered by
users and shown using this factor value.
12. The Number of decimals area indicates how many decimals this currency can display for unit cost amounts. You can have
between 0-5 decimals for Cost and Price amounts and 0-3 decimals for General amounts like extended prices, tax amounts,
and any amounts posted through inventory, general ledger, assets, and banks.
13. The Global Currency check box indicates whether this currency can be used by other companies within your organization.
Select this check box if you want to make this currency available across your entire organization.
14. If you select the Global Lock check box, any changes you make to the global currency record do not update the local version of
the currency record. If the Global Lock check box is clear, changes you make to a global currency record also update the local
version.
15. Enter the ISO Number to process credit card amounts in this currency. In order to process credit card amounts in multiple
currencies, you must use the PaymentTrust credit card processor. This credit card processor can also give you the ISO Number
required for this currency.
16. Use the Link Currency sheet to indicate which global currencies can be linked to other companies within your organization.
17. Use the GL Control sheets to determine the accounts and journal codes used to post transactions against the currency. You can
associate one or more GL controls with a currency. Each control linked to the currency, however, must belong to a different
control type. To add a GL control, click the Down Arrow next to the New button, and select New GL Control.
18. Continue to add the currencies you need. When you finish, click Save.
Rate Types
Use Rate Type Maintenance to apply conversion rules to currency pairs. A currency pair consists of an original, or source, currency and
a resulting, or target, currency. Each currency you add through Currency Master Maintenance is automatically paired with another
currency. This relationship displays in Rate Type Maintenance as undefined; use this program to then define the conversion rule that
applies to each currency pair.
You can have multiple rate types available to reflect different business needs. Later, you associate rate groups with exchange rates
within Exchange Rate Maintenance.
Main Menu Path: Financial Management > Currency Management > Setup > Rate Type

To create a new rate type:

toolbar.
1
2. Enter a unique Code identifier
and a Description for this
9
rate type. These values display
on several programs and 2 10
reports.
3. Optionally, click the Code 3

button on the Base Rate
Type pane to find and select
the rate type you want to use 4
as the parent record to the 5
current rate type. Use this
field when you want the 6
current rate type to use
conversion rules from another 7
rate type.
8
4. In the Decimals field, enter
the number of decimals that
are calculated and displayed
for amounts converted
through this rate type. You can enter between 0-6 decimal places in this field.
5. The Cross-Rate Currency section contains the fields you use to define the interim currency for the Cross-Rate conversion rule
or the primary interim currency for the Double-Cross Rate and Reverse Double-Cross Rate conversion rules.
6. If you can round values calculated for the Cross-Rate Currency, select the Round check box. You can then indicate up to how
many decimals can be used to round within the Decimals field. For more information on rounding, review the Rounding Engine
section later in this chapter.
7. The Alternative Cross-Rate Currency section contains the fields you use to define the interim currency for the Alternate
Cross-Rate conversion rule or the secondary interim currency for the Double-Cross Rate and Reverse Double-Cross Rate
conversion rules.
8. If you can round values calculated for the Alternative Cross-Rate Currency, select the Round check box. You can then indicate up
to how many decimals can be used to round within the Decimals field.
9. If the Global Lock check box is clear, any updates made to this rate type are also automatically sent to all companies that use
this rate type. If you select this check box, however, any updates you enter are not sent to these companies.
10. Select the Global check box to indicate this rate type can be used by other companies within your organization.

Conversion Rules
When you finish defining the primary values for the rate type, you can set up the currency conversion rules. To enter conversion rules:
1. Navigate to the Conversion

Rules > Detail sheet.
10
2. Each currency pair displays on
this sheet. Use the Tree View
to navigate between the
available currency pair 1 9
conversion rules.
3
3. The Source Currency fields 4
display the original currency
for the conversion rule. 5
4. The Target Currency fields 6

display the resulting currency 7
for the conversion rule. The 8
conversion rule changes
amounts in the Source
Currency to the Target 2
Currency.
5. Click the Conversion Rule

drop-down list to define the
rule used for the conversion.
Available options:
• Direct - Multiplies an amount in the source currency against the exchange rate for the target currency.
• Inverse - Divides an amount in the source currency against the exchange rate for the target currency.
• Cross-Rate - Uses an intermediate, or interim, currency to convert amounts between the source and target currencies. The
Cross-Rate currency defined on the Detail sheet is the interim currency.
• Alternate Cross-Rate - Uses an interim currency to convert amounts between the source and target currencies. The
Alternative Cross-Rate Currency defined on the Detail sheet is the interim currency.
• Double Cross-Rate - Uses two interim currencies to convert the source amount to the target amount. This conversion rule
runs the Direct calculation to convert the amounts generated between each currency.
• Reverse Double Cross-Rate - Uses two interim currencies to convert the source amount to the target amount. This
conversion rule runs the Inverse calculation to convert the amounts generated between each currency.
6. The Display Mode indicates how the conversion rule displays within programs that display source and target currency amounts.
The currency pair displays along with an arrow indicating the direction of the conversion and the exchange rate below it.
7. Select the Use Base Rate check box if the conversion rules from the base rate type (if one is selected) should be used for the
currency pair. If you select this check box, all other fields on this sheet are not available.
8. Select the Fixed Rate check-box to indicate whether the rate defined for this currency pair can update the Effective Rate value.
If this check box is selected, the rate is locked, or fixed, and the Effective Rate cannot be updated by this conversion rule. If the
check box is clear, however, the conversion rule uses a variable, or float, exchange rate and this rate can be updated daily.
9. To define all the conversion rules for this rate type at the same time, click the Matrix tab. The grid on this sheet displays all the
currency pairs and contains a drop-down list for each pair where you select the conversion rule you need.
10. When you finish, click Save on the Standard toolbar.

Exchange Rates
Use Exchange Rate Maintenance to define exchange rates for currency pairs and an effective date for the rate type to which they
belong. The application uses these rates to convert amounts on multi-currency transactions.
Although you can enter these rates manually, you can also use the Exchange Rates Import program to import rates from an external
file generated by Epicor Service Connect.
Main Menu Path: Financial Management > Currency Management > General Operations > Exchange Rate Entry
To manually enter a new exchange rate:
1. Click the Rate Type button to

find and select the rate 2
type you want. The
conversion rules defined 9
for each currency pair update 1
amounts using the exchange
3
rate you enter in this 7 8
program.

toolbar.
4
3. Enter the Effective Date on 5
which the exchange rates
begin. You can also click the 6
Effective Date button to find
and select an existing
exchange rate record.
4. The Source Currency, Target

Currency, and Conversion
Rule fields display values
defined within the rate type.
5. Enter the Rate Value you need for the currency pair.
6. If you need to record additional information, enter text in the Reference field.
7. Click the List tab to select another currency pair to update.
8. Click the Matrix tab to update all of the exchange rates for the currency pairs at the same time.

Import Exchange Rates
To import an exchange rate list into the application:
1. From the Actions menu,

1
select Import.
2. On the Exchange Rates Import window, click the

Filename button to find and select the exchange
rate data file to import. 2
3. The List Delimiter field indicates the character used

to divide and organize the data within the imported
file. Enter the value you need. The default value is
the comma ( , ). 3
4
4. The Date Order field defines the sequence through
which dates display when the file is imported into 5
the application. Available formats are m/d/y and
d/m/y. 6
5. The Number Format defines how number values

are imported from the Service Connect file. Select
the format you need from the drop-down list.
6. Click OK.
Rounding Engine
Use the Rounding Engine to define locale-specific rounding requirements and rounding-related settings. This functionality includes
currency tolerances, company tolerances, and rounding accounts. The Rounding Engine controls rounding for currencies, sales
documents, customers, payments, and cash receipts.
You define the rounding tolerances for each currency within Currency Master Maintenance. You can also define rounding tolerances
within Company Configuration and Customer Maintenance.

Currency Master Maintenance

Use Currency Master Maintenance to define the rounding settings for a selected currency. You define the rounding tolerances on the
Rounding sheet.
Main Menu Path: Financial Management > Currency Management > Setup > Currency Master
1. Select the currency you want

to update on the Currency >
Detail sheet.
2. Navigate to the Currency > 1 2

Rounding sheet.
4 5
3. The Value Type indicates the 3
field values affected by the
rounding tolerance. Notice
you can define rounding
tolerances for Unit Prices, Unit
Taxes, and so on.
4. The Multiplier defines the

value used when rounding
amounts. This value must be a
positive number. A zero value
indicates no rounding
calculation occurs. The number of decimals used when entering multipliers is the same number of decimals defined for the
currency on the Currency > Detail sheet.
5. Select the Rule you need for each value from the drop-down list. Available rules:
• No Round
• Round Up
• Round Down
• Round to Nearest - round up if the remainder value of dividing the number by the multiplier is greater or equal to half the
value of the multiplier; otherwise, round down.
You can define rounding tolerances in both accounts receivable (AR) and accounts payable (AP) configurations. Company settings
determine whether customer specific rounding applies. Rounding rules apply to the net unit price when the company calculates
discounts on the unit price in sales programs.
Main Menu Path: System Management > Company Maintenance > Company

To define the rounding tolerances in Company Configuration:

Finance > Accounts
Receivable > General sheet.
2. Enter the Tolerance value you

need for the Accounts
Receivable module.
1

Finance > Accounts 5
Payable sheet.
4. Enter the Tolerance value you

need for the Accounts
Payable module.
3
5. Click Save.

Customer Maintenance
You can also define rounding parameters on specific customer records. Use Customer Maintenance to define a tax rounding rule and
indicate whether the rule applies to invoice lines or totals. Customer settings override the rounding defaults defined for the company.
Main Menu Path: Sales Management > Order Management > Setup > Customer
To define the rounding tolerances for a customer record:
1. On the Customer > Detail

sheet, select a customer. 5
2. Navigate to the Billing >

Detail sheet.
1
3. Select the Tax Rounding
Rule you want for this 2
customer. Available options:
• Use Rounding Rules from 3

Currency Master
4
• Round Up
• Round Down
• Round to Nearest
4. Select the Tax Level for the

rule. Available options:
• Per Line – Indicates the tax

calculation is run against
each invoice line.
• Per Invoice - Indicates the

tax calculation is run
against the total invoice.
5. When you finish your rounding options for this customer, click Save.

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Epicor ERP Implementation Guide

About This Implementation Guide

Epicor Worldwide Headquarters

EPICOR SOFTWARE CORPORATION | 1

1. Click the Epicor icon on your desktop. 1

2. The Log On window displays. Enter your User name.

3. Either create a new Password or enter an existing

The Main Menu displays.

2 | EPICOR SOFTWARE CORPORATION

The Main Menu

1. Menu bar – Use the Menu bar

To clear history, from the Options

3. If you right-click a toolbar, a context

EPICOR SOFTWARE CORPORATION | 3

9. Optionally use the Module Category

10. The Menu Groups sheet now displays

11. Status Bar – Use the Status Bar to

12. Favorites – Use Favorites to access

13. To add a favorite option, right-click the

You can also add shortcuts that

4 | EPICOR SOFTWARE CORPORATION

Styling and Themes

To display the interface using a different style:

1. From the Main Menu, select the Options menu.

2. Highlight the Styling submenu and select Load

4. Select any style available on your client

EPICOR SOFTWARE CORPORATION | 5

6. The interface now displays using the selected style.

In this example, you switched to a style with a smaller

1. Select the Menu Groups sheet to view the

2. Module Category – Related modules are 5

3. Module – Typically, each module has a folder.

6 | EPICOR SOFTWARE CORPORATION

4. Function – Within a module, programs are grouped by their function.

1. Program Menu toolbar – This 1

2. Standard toolbar – This toolbar

4. Currency toolbar – Use this toolbar to

EPICOR SOFTWARE CORPORATION | 7

1. New – Click this button to create a new record. Some

9. Print – Click this button to print the current record.

1. Search – Click this button to launch the main search

2. First Record – Click this button to display the first record.

6. Last Record – Click this button to display the final record.

8 | EPICOR SOFTWARE CORPORATION

To use the Currency toolbar:

The current record automatically displays

In this example, you selected a release from

EPICOR SOFTWARE CORPORATION | 9

To navigate through all the sheets in a

Some tabs group together related sheets. In

You use these data entry elements to enter

10 | EPICOR SOFTWARE CORPORATION

List sheets display data through a grid

1. In this example, a new row has been

2. You can also delete rows on a grid. To

To learn more about grid

EPICOR SOFTWARE CORPORATION | 11

1. To create a new primary record like a