Tomerlin Knowledge Center

Epicor® Core Modules

Service Management contains 6 modules:

• Expense Management
• Project Management
• Maintenance Management
• Field Service
• Field Service Automation
• Time Management

Expense Management

Expense Management is intended to track expenses incurred by your employees. Once costs are entered, the purpose of this tool is to approve, correct, and create defaults used by your defined approval process, including determining what is reimbursable and its payment method.

Accounts payable (AP) invoices are generated, so employees are reimbursed for expenses they incur. Your managers will typically enter their costs and those of the employees who report to them. You have the option of creating an approval process that you design yourself. Authorized approvers then review, correct, approve, or reject the expense transactions.

Employee Maintenance, Site Configuration Control, and Pay Method Maintenance are some of the programs you use to set up the expense entry and approval processes.

Project Management

Project Management is used primarily but not exclusively to manage the creation of large capital projects. You use Work Breakdown Structure (WBS) Phases or project Milestones to organize these projects. With WBS, you create parent and child phases for your projects. Each stage can have multiple jobs assigned to them. With Milestones, you will need to define specific completion points within your projects. In addition, you will create quotes, sales orders, and purchase orders, which will be required to finish the project. These processes will enable you to track the costs associated with each phase of the project and the total cost.

You have the flexibility to create non-manufacturing projects, like project invoicing. These projects can be billed through various methods, like, progress billing, cost plus invoicing, or time and materials invoicing.

A power feature of Epicor Project Management is your ability to export a project to Microsoft® Office Project 2010® and 2013®. Within MS Project, you can modify the project as needed and then import the project back into Epicor.

Maintenance Management

Maintenance Management enables you to enter maintenance requests, track maintenance jobs, and plan preventative maintenance on your plant equipment. This includes but is not limited to: capital equipment, tools, gauges, and fixtures such as air conditioning units, forklifts, and shop floor tools.

Your outside service provider or in-house personnel can enter maintenance jobs directly. These jobs can be planned and scheduled based on a variety of factors. Please do not use this module for managing or scheduling maintenance you perform of parts or equipment you have sold to your customers.

Field Service

Field Service is intended to manage the installation, repair, and service of parts in the field or at their facilities. You use the Field Service module to assign personnel and schedule service calls. Through Field Service, you can determine if your warranty still covers the customer’s problem and whether it is billable or not.

The Service Call Center centralizes the processing, dispatching of technicians, and reporting costs associated with field services. Field personnel performs field services, and labor costs can be recorded. Depending on your warranty or field service contract, these costs will be billed against the contract or invoiced to the customer.

With Epicor’s new Mobile Field Service app, your field technicians can access real-time pricing and inventory availability. They can also use this app to process service calls, report labor costs, inventory, and materials used, and update field service jobs in real-time.

Time Management

Time Management is used to enter and manage your employees’ direct and indirect labor hours. Their supervisors can approve and correct time transactions. You will be able to set defaults used in the time approval process.

Reports Reports are available to generate employee timesheets and help manage employee work hours and percentage utilization. Typically, employees enter their labor hours daily or weekly and submit their hours for approval. Authorized approvers then review, correct, approve, or reject the time transactions.