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Advanced Financial Reporting AFR for Epicor ERP - What's New

Nov 05
  • 48 Views
  • 4 Likes
This video gives you an overview of what’s new in Epicor Advanced Financial Reporting (AFR) and gives you a good general overview of it’s capabilities as well.  AFR is similar to the now retired, FRx and Microsoft Management Reporter but more sophisticated.  Interesting Trivia: Epicor
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Phantom Part Usage in Epicor ERP

Aug 30
  • 192 Views
  • 4 Likes
Using Phantom Parts in Epicor allows you to re-use routings, materials or both in many existing Methods of Manufacturing (MOM).  In Epicor, a Method of Manufacturing is a combination of both the routing and the materials used to make something. For example, say 90% of your parts share a significant
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Linking Excel to Epicor ERP using OData and the REST API.

May 25
  • 1,039 Views
  • 3 Likes
Access your Epicor ERP data in real time from Excel using Odata Before Epicor 10.1, the only way to get data into Excel was to either copy & paste, or to directly connect Excel to your Microsoft SQL server that housed your Epicor database. The problem with copy & paste, is as so
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Scheduling Overview in Epicor ERP 10 and later

Apr 18
  • 912 Views
  • 5 Likes
Epicor ERP provides for embedded production scheduling.  Unlike many other solutions, this is an Epicor native technology that is a core part of the solution.  It allows you to efficiently schedule your production jobs taking into account many variables such as capacity, calendars, eq
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Epicor Inventory Planning & Optimization by Smart Software

Apr 04
  • 893 Views
  • 3 Likes
The Smart Forecasting Solution for Epicor ERP allows you to predict future sales volumes. Then by using past and future prediction, to optimize your restocking levels to ensure you meet the optimal combination of service levels and carrying costs. Watch how this solution can pay for its
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Comprehensive Epicor ERP 10.2 Demonstration

Feb 27
  • 1,943 Views
  • 5 Likes
Epicor ERP 10.2 full and comprehensive demo.  We cover many operational and functional areas.  Many are similar to older versions such as Epicor ERP 9 (E9) or Epicor ERP 10 (E10 or Epicor 10) and even Vantage and Vista in some cases. We’ve created a table of contents below so you can jump th
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Buy to Order Processing

Nov 14
  • 1,219 Views
  • 5 Likes
We demonstrate how to use and operate the Buy To Order capability in Epicor ERP 10 and 9 using our Video presentation skills.massachusetts This feature allows you to setup at a part level or override on an order level so that when you take a customer order for the associated item, Epicor’s MRP
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Epicor Mobile Sales Assistant

Aug 25
  • 1,373 Views
  • 0 Likes
In this brief video, we demonstrate how the Epicor Mobile Sales Assistant works.  Using this solution you can do a variety of functions including: Enter Sales Orders in the field on an IOS or Android Device Work both online, and offline via syncronization Check the status of past orders and check

Advanced Planning and Scheduling for Epicor ERP 9 and 10

Dec 06
  • 6,671 Views
  • 2 Likes
This training and demonstration video shows the basic setup & usage for the Epicor Advanced Planning and Scheduling Module This module allows for a variety additional functionality including: Multiple Resource Visual Production Scheduling Board – See the schedules of multiple resource gro

Business Activity Queries (BAQ's) How to Create and Use - Part 1

Dec 14
  • 4,096 Views
  • 4 Likes
In this video we review how to use the very powerful Business Activity Query (BAQ).  Mastering BAQ’s is the key to many of the powerful components of Epicor including: Enterprise Search Quick Search Search Lookup Boxes Dashboards EPM Information Worker Crystal Reports Customizing forms &

Epicor ERP Supplier Relationship Management (SRM)

Dec 05
  • 4,057 Views
  • 0 Likes
This training and demonstration video shows the basic setup & usage for Supplier Relationship Management (SRM) in Epicor Vistage, Vantage, ERP 9, ERP10 and ERP 10.1 The SRM module allows for Epicor users to manage the relationship with their suppliers and focusing on the ability to manage RFQ
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Epicor Purchase Suggestions Demo

Jan 17
  • 3,633 Views
  • 1 Likes
In this demonstration video we cover the Purchase Suggestion capability of Epicor.  Purchase Suggestions is a process that is similar to MRP, but designed primarily for purchasing rather thank making products.  It looks at all demand for materials, whether for production jobs, or distribution and
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Advanced Material Management (AMM)

Jan 19
  • 3,272 Views
  • 2 Likes
In this Epicor ERP Video, we cover the Advanced Materials Management Module.  It’s an extensive set of functionality and this video covers a great workflow from beginning to end.  The purpose in general of AMM is to track where items are in real time throughout both the warehouse and the pro

Epicor Purchase Requisition Demo

Dec 15
  • 3,144 Views
  • 0 Likes
Video length = 12 minutes. This Epicor 9 demonstration video explains Purchase Requisitions, Requisition Actions, and Approvals. A Purchase Requisition is created, followed through the approval cycle and then purchased.

Engineering Workbench Part 1| Epicor

Feb 01
  • 2,856 Views
  • 3 Likes
Video length = 16 minutes This Epicor 9 video provides an overview of the Engineering Workbench. It discusses bills of materials, bills (bom) of operation (routings), method of manufacturing, and engineering change orders.

Advanced Print Management Plus

Dec 15
  • 2,431 Views
  • 0 Likes
Advanced Print Management Plus (APM, APM+)for Epicor 9 captures documents such as sales orders, purchase orders, invoices, … etc. and can print, email, or fax them to the recipient. The documents can than be routed, copied, indexed, and stored in a document library where they can be instantly
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Advanced Financial Reporting AFR for Epicor ERP - What's New

Nov 05
  • 48 Views
  • 4 Likes
This video gives you an overview of what’s new in Epicor Advanced Financial Reporting (AFR) and gives you a good general overview of it’s capabilities as well.  AFR is similar to the now retired, FRx and Microsoft Management Reporter but more sophisticated.  Interesting Trivia: Epicor
no-image-318

Phantom Part Usage in Epicor ERP

Aug 30
  • 192 Views
  • 4 Likes
Using Phantom Parts in Epicor allows you to re-use routings, materials or both in many existing Methods of Manufacturing (MOM).  In Epicor, a Method of Manufacturing is a combination of both the routing and the materials used to make something. For example, say 90% of your parts share a significant
no-image-297

Linking Excel to Epicor ERP using OData and the REST API.

May 25
  • 1,039 Views
  • 3 Likes
Access your Epicor ERP data in real time from Excel using Odata Before Epicor 10.1, the only way to get data into Excel was to either copy & paste, or to directly connect Excel to your Microsoft SQL server that housed your Epicor database. The problem with copy & paste, is as so
no-image-293

Scheduling Overview in Epicor ERP 10 and later

Apr 18
  • 912 Views
  • 5 Likes
Epicor ERP provides for embedded production scheduling.  Unlike many other solutions, this is an Epicor native technology that is a core part of the solution.  It allows you to efficiently schedule your production jobs taking into account many variables such as capacity, calendars, eq
no-image-290

Epicor Inventory Planning & Optimization by Smart Software

Apr 04
  • 893 Views
  • 3 Likes
The Smart Forecasting Solution for Epicor ERP allows you to predict future sales volumes. Then by using past and future prediction, to optimize your restocking levels to ensure you meet the optimal combination of service levels and carrying costs. Watch how this solution can pay for its
no-image-281

Comprehensive Epicor ERP 10.2 Demonstration

Feb 27
  • 1,943 Views
  • 5 Likes
Epicor ERP 10.2 full and comprehensive demo.  We cover many operational and functional areas.  Many are similar to older versions such as Epicor ERP 9 (E9) or Epicor ERP 10 (E10 or Epicor 10) and even Vantage and Vista in some cases. We’ve created a table of contents below so you can jump th
no-image-269

Buy to Order Processing

Nov 14
  • 1,219 Views
  • 5 Likes
We demonstrate how to use and operate the Buy To Order capability in Epicor ERP 10 and 9 using our Video presentation skills.massachusetts This feature allows you to setup at a part level or override on an order level so that when you take a customer order for the associated item, Epicor’s MRP
no-image-261

Epicor Mobile Sales Assistant

Aug 25
  • 1,373 Views
  • 0 Likes
In this brief video, we demonstrate how the Epicor Mobile Sales Assistant works.  Using this solution you can do a variety of functions including: Enter Sales Orders in the field on an IOS or Android Device Work both online, and offline via syncronization Check the status of past orders and check