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Epicor Training Shawn

Topics
General Overview for day today activities
1.
2.
3.
4.
5.

Server Details (Progress ) & DB (MS SQL) Details


Database Structure Basics
Reports Created till now.
How reports will be created & addedOther Associated Tools- (DMT, Admin Control Tools)

Modules in System
1. General Ledger
a. Chart Of Accounts
b. Segment Values
c. General Operation
2. Purchase Module
3. Store Module
a. Reports
b. Monthly Processing
4. AP Module Project Management method
a. Invoice Booking
b. Payment Booking
5. AR Module- Project Management Method
a. Invoice Booking
b. Receipt Booking
6. Project Management
a. Expense Booking
b. Adding Project
i. Adding Job
ii. Adding phase
iii. Adding phase operation
iv. Adding activity
v. Assigning GL controls
vi. Assign material
vii. Assign sub contract operations
7. Crystal Report Basics (already given training).

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