Sales Management
Where do I go to see all things about a Customer?
Customer Tracker
I have a part that I like to stock, talk to me about how I do that
Part Master, Inventory Fields, Planning Fields
There are several reasons Jobs exist, can you name them and show examples?
Stock
Order
Job
I just shipped a product and need to send my customer an invoice, and then hopefully i will get paid. Can you help?
AR Invoice
I am looking for something but am not sure where to start. Where should I go?
Enterprise Search
I want to buy something from you, but I don't know how much it will cost. Can you show me that and where it is defined?
Quoting and Price Lists
If I am short on inventory, how do i buy more?
Purchasing flow?
I need to execute my production from the shopfloor, how do i know what to do? how does an operator do that?
work queue, MES
I just got an invoice in the mail for something I purchased, what do i do with this?
AP Invoice Entry
There are rules that are specific to my company, and I don't know if Epicor knows what they are. Can they be part of our system?
BPM
I just had call with a customer and need to make sure I follow up with them. Oh, and I'll be traveling this week....how do I do this?
Create a CRM Call and a Task and import to outlook.
I need to buy something but there are a few vendors that make it. How do i know what they will change and from whom I should buy it?
Buyer Workbench Receiving Flow
We are creating a new product but do not want to use our CAD system. How do we do that?
Part Master, EWB, BOM/Routing/Check In
I get a LOT of AP Invoices via email. What do I do if i dont want to enter them manually.
AP DocSTAR
Some of our screens were customized for our last system, can you do this?
Screen customization
I have a problem with something you sold me. What are you going to do about it?
Case Management
I think we are missing some parts in inventory, how do I know for sure?
Cycle Count Flow
I don't quite know where my bottlenecks are in the shop, and when i find them, I don't know how to fix them. Can you help?
scheduling flow focusing on capacity
If I want to know what my customer's total credit and credit usage is, can I see that easily?
Customer Credit Manager
How do I know my business is performing well?
Reporting and Analytics, EDD/EDA/Dashboards
There are many ways to enter an Order or Order Line. Show me 4.
Manual
Build Order From History
Paste Insert
Pull from Quote
Push from Quote
Commerce
EVA
I have items that I need to get from stock for my customer and ship them. Can you show me how that all works. Keep in mind, i need to make sure no one else takes them first...so tell me about that
Order to Ship through fulfillment WB
I need to control Quality in my facility. Can you show me how I make sure my material is good as well as the products I am making?
incoming QA and production QA
If I need to manually enter something into the GL, how do i do that?
Journal Entry
We have a lot of calls and emails about stuff in our ERP system that we would like to cut down. Do you have a tool that allows us to communicate more easily in ERP?
Collaborate