Tomerlin-ERP | Epicor® Core Modules

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Epicor ERP Core & Other Essential Modules

Core Modules Overview

Epicor ERP Core Modules

According to Wikipedia, ERP software is, “Enterprise resource planning is the integrated management of core business processes, often in real-time and mediated by software and technology. ERP is usually referred to as a category of business-management software — typically a suite of integrated applications—that an organization can use to collect, store, manage, and interpret data from these many business activities.”

Epicor ERP software with its core modules is end-to-end software for running your entire manufacturing operation. Depending on the size of your business, industry requirements, customer requirements, etc, you may require one or more non-core basic modules, Epicor advanced modules, or even Epicor’s 3rd-party.

For example, if you operate an aerospace parts machine shop, you will need to provide traceability for everything you manufacture according to AS-9100 requirements. An aspect of traceability requirements is the delivery of a copy of all certificates for all purchased materials and subcontracted services in the process of making your delivered parts. Depending on your volume, you may need to add to your Epicor ERP software the Epicor DocStar module, also known as Epicor Content Management, an advanced module which manages document receipt, decentralized capture (OCR scanning and storing), intelligent data extraction, and document retrieval.

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Epicor ERP Menu Categories

Sales Management

The Sales Management module covers all aspects of your business’s sales operation, from the quote process to customer returns. Taken as a whole, this module will help you streamline your sale operation, maximize efficiency, and drive more sales overall.

The Customer Relationship Management feature helps you target potential consumers and manage a complex marketing campaign while also helping with your workflow and sales forecasting. Using Quote Management, you will be able to track leads, quotes, and opportunities in the application, whether that’s entering a make-to-stock item or a custom order with unique pricing.

Additionally, Order Management gives you the tools you need for all types of orders from the simplest to the most complex. With Customer Returns and Demand Management, you can streamline your return process and your long term customer contracts to help you respond quickly and effectively to your customers.

Service Management

The Epicor software also makes it easy to improve your business with its Service Management module. For example, the Field Service feature, which manages equipment at your customer’s facilities and out in the field, helps you quickly respond to repairs and track the costs labor costs associated with service, among other capabilities. The module’s Time Management feature also allows you to enter and control your employees’ labor hours and schedules.

Project Management lets you manage big capital projects, primarily through its user-friendly Project Entry function. With features that let you track and set benchmarks for every stage of the project, you will have more information than ever before about your entire workflow.

The module’s Expense Management feature lets you track your employees’ expenses, while Maintenance Management lets you watch and manage your business’s equipment maintenance, increasing efficiency while fulfilling requests punctually.

Maintenance Management

Use Maintenance Management module to enter maintenance requests, track maintenance jobs, and plan preventative maintenance tasks performed on equipment in a manufacturing or distribution facility. This includes internal capital equipment, tools, gauges, and fixtures such as air conditioning units, forklifts, and shop floor tools. You perform preventative maintenance according to predefined schedules, based on elapsed use time or on equipment meter readings. You can also use functions within the module to manage manual requests for maintenance on specific pieces of capital equipment.

Several methods are available for entering maintenance jobs. A tradesman or manager can directly enter them, jobs can be planned in advance and scheduled based on calendar schedules or meter reading intervals, or they can be generated from maintenance requests you enter for specific tools or pieces of equipment. The Maintenance Management module is not intended, however, for managing maintenance services performed on equipment sold to customers. You must use the Field Service module to manage services performed on customer-owned items. For more details, review the Field Service chapter.

Production Management

Your business’s production process is also likely ripe for cost and time savings. With the Production Management module, you can control the major application functions for the entire manufacturing process. The Job Entry, Job Manager, and Planning Workbench features give you input to communicate with manufacturing centers and create the jobs your business needs.

Though the module’s Scheduling function, you can control all time aspects of the manufacturing process, such as set-up time and production time. The Job and Resource Scheduling Boards make this easy and efficient. With the Overload Manager, you can find and address logjams within your production process and reduce wasted time and resources.  

You can also use the engineering module to specify all the parts your organization uses in the manufacturing process, while Material Requirements Planning helps you approximate and meet expected demand for your products.  

Finally, the Quality Assurance and Enhanced Quality Assurance modules make dealing with regulations and inspections much easier, allowing you to make correctives at any point and eliminate as many headaches as possible.  

Material Management

One of the most important aspects of any business is managing your inventory and materials. To do this successfully, you need a tool that helps you follow orders from the incoming purchase phase all the way through shipping to your customers. Material Management gives you the toolkit you need to achieve these goals.  

With Material Management’s Inventory Management module, you will have access to all the data (cost, quantities, etc.) about your inventory in addition to advanced tracking functionality. Transactions are displayed in the software’s general ledger and are executed identically regardless of where they are manufactured.  

The module’s Shipping and Receiving features will allow you to track ingoing and outgoing part data, letting you combine shipments, use different pack-out features, etc. all in a user-friendly workflow. Related, the Purchase Management feature takes care of your orders from suppliers, manage related data-entry, and monitor supplier work.  

For additional functionality, you also have the Landed Cost, Pack Out, and Buyer’s Workbench features, which let you consolidate orders, track shipments, transfer orders, and otherwise manage purchase quotes.  

Financial Management

The Financial Management module is a comprehensive suite for handling your billing and sales information. With this complete package, you will have an excellent sense of all the financial data pertaining to your organization and how to handle it efficiently and accurately. In the application’s General Ledger, you can view and control all of your organization’s essential financial data, which serves as an entry point to the rest of the service’s functionality.  

The Accounts Receivable feature handles customer payments, tracks debts owed to your business, and manages invoice records, among many other features. You can use it to set up automatic billing information and use AR Invoice Entry for easy invoice management.  

In the same way, the Accounts Receivable feature gives you many tools to determine how much you owe your suppliers. You are also offered further payment features, such as logged AP invoices and reports to help fulfill payments.  

With the Cash Management module, you can create and track bank/cash accounts, impacting your payments originate and how you handle cash receipts. Tools within the module include but are not limited to tracking bank fees, bank statements, code maintenance, and ledger management. You also have an Asset Management feature at your disposal with similar functionality for dealing with assets.  

Epicor Tools

The Epicor ICE 3.2 Tools is a suite of data gathering and monitoring tools. BAQs are the primary query tools you use for pulling, displaying, and entering specific data. With Searches, you can use to easily locate and organize records using filters and specific criteria. With the Business Process Management (BPM) functionality you can use to create workflows that automate, execute and monitor business processes. With Global Alerts you can use both standard and custom global alert messaging. Global alerts are email messages you activate to help specific users track data activity. Learn how to monitor, display and manipulate your business data using Dashboards and then learn how to incorporate BAQs and BPMs for custom use on smart client dashboards, executive dashboards, and mobile device dashboards. Use the Epicor Social Enterpise as an information networking tool to communicate with other Epicor ERP users and to follow changes to your business data as they occur in your Epicor ERP application.