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Course Outline: Epicor ERP
1. Introduction to Epicor ERP:
- Overview of Epicor ERP and its core modules.
- Understanding the architecture and components of Epicor ERP systems.
- The role of Epicor ERP in enterprise resource planning and business management.
2. Getting Started with Epicor ERP:
- Setting up an Epicor ERP instance (cloud or on-premise).
- Navigating the Epicor interface and dashboard.
- Configuring initial settings, user roles, and system preferences.
3. Epicor ERP Modules Overview:
- Financial Management:
- Managing financial transactions, general ledger, and reporting.
- Configuring accounts payable, accounts receivable, and fixed assets.
- Using financial analytics and reporting tools.
- Supply Chain Management (SCM):
- Managing procurement, inventory, and order fulfillment.
- Configuring supply chain processes, vendor management, and logistics.
- Using SCM analytics for optimization and decision-making.
- Manufacturing Management:
- Managing production planning, work orders, and bills of materials (BOM).
- Configuring manufacturing workflows, quality control, and resource management.
- Using manufacturing analytics for process improvement.
- Project Management:
- Managing project planning, execution, and financials.
- Configuring project contracts, billing, and resource allocation.
- Using project performance reporting and analytics.
- Human Capital Management (HCM):
- Managing employee records, payroll, and HR processes.
- Configuring recruitment, performance management, and attendance.
- Using HCM reporting tools for workforce analysis and planning.
- Customer Relationship Management (CRM):
- Managing customer interactions, sales pipelines, and service processes.
- Configuring CRM workflows, marketing automation, and customer support.
- Using CRM analytics for customer insights and engagement.
- E-Commerce:
- Managing online sales, product listings, and customer orders.
- Configuring e-commerce processes, payment gateways, and promotions.
- Using e-commerce analytics for sales performance and customer behavior analysis.
- Business Intelligence (BI) and Reporting:
- Utilizing Epicor’s BI tools for data analysis and decision-making.
- Creating and customizing reports and dashboards.
- Analyzing data for strategic insights and performance management.
4. Integration and Customization:
- Integrating Epicor ERP with other systems and third-party applications.
- Customizing Epicor modules to fit organizational needs using Epicor’s customization tools.
- Implementing custom functionalities and extensions using Epicor’s development environment.
5. Reporting and Analytics:
- Creating and customizing reports using Epicor’s reporting tools.
- Leveraging Epicor’s BI features for business intelligence.
- Analyzing performance data for strategic planning and optimization.
6. System Administration:
- Managing system administration tasks such as user management and security.
- Handling system performance, updates, and backups.
- Monitoring system health and troubleshooting issues.
7. Best Practices and Project Management:
- Implementing best practices for deploying and optimizing Epicor ERP.
- Managing ERP projects using methodologies like Agile or Epicor’s implementation methodology.
- Engaging in change management and user training.
8. Advanced Features and Innovations:
- Exploring advanced features such as AI-driven insights, automation, and cloud capabilities.
- Leveraging Epicor’s latest innovations and updates.
- Understanding Epicor’s Cloud ERP capabilities and industry-specific solutions.
9. Course Review and Practical Exercises:
- Hands-on labs for configuring Epicor ERP modules, managing data, and generating reports.
- Practical exercises for integrating systems, customizing functionalities, and using analytics.
- Final review of key concepts and practical applications.
Advanced Topics (Optional):
- Epicor Customization and Development:
- Developing custom applications and functionalities within Epicor ERP.
- Leveraging Epicor’s tools and APIs for custom solutions.
- Epicor IoT Integration:
- Integrating Internet of Things (IoT) devices with Epicor ERP for enhanced data collection and analysis.
- Implementing IoT solutions for real-time monitoring and automation.