Epicor Trainings

Epicor trainings for our clients: 

  • Navigation and Customisation training
  • Manufacturing training
  • Administrator training
  • Warehouse logistics training
  • Technical training
  • Purchase training
  • Financial training
  • Sales training
  • Dashboards training
  • XL Connect training
  • EKM training

 

Epicor Logistics Training

Epicor Logistics training

Topics covered:

    • Warehouse concepts
    • Warehouse management modules
    • Creating a new warehouse, storage location, articles, units of measurement
    • Warehouse Worksheets (process of adjustment, the arrival of goods shipment, Issue manufacture, warehouse entry)
    • Conduct an inventory

Training duration: 8 h

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Contact us:
+372 677 4777

Epicor Services training

Epicor Services training

Topics covered:

    • Overview of the module
    • The process
    • Programmes
    • Daily work: Maintenance request, maintenance query sequence, the maintenance input, the meter input, processor maintenance plan

Training duration: 8 h

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Contact us:
+372 677 4777

Epicor Sales training

Epicor Sales training

Topics covered:

    • Customer Management
    • Creating Guest
    • Customer price lists
    • Rebates
    • Delivery Places
    • Sales Process
    • Sales Order Cycle

Training duration: 8 h

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+372 677 4777

Epicor Purchases training

Epicor Purchases training

Topics covered:

    • Buying Process Overview in Epicor
    • Management Vendors
    • Creating Purchase Orders
    • Buying tips tracking
    • Price Query

Training duration: 8 h

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+372 677 4777

Epicor Navigation and Customisation Training

Epicor Navigation and Customisation Training

Topics covered in navigation: 

    • Interface
    • Basic Menus
    • The Desktop
    • The key desktop and toolbar buttons
    • The information display
    • Workshop exercises: Entering the program, the program with the help of dating, new items, creating a list item on the page, delete an item, use the search to find items, updating records on forms 

Topics covered in customisation:

    • Interface
    • The Desktop
    • Basic Menus
    • Moving Tools
    • Tools
    • Enter the program

Training duration: 5 h

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+372 677 4777

Epicor Knowledge Mentor (EKM) training

Epicor Knowledge Mentor (EKM) training

Topics covered:

    • Software modules
    • Menus
    • Creating materials in the various projects
    • Publication

Training duration: 8 h

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+372 677 4777

Epicor Dashboards Training

Dashboards training

Topics covered: 

    • Overview
    • Authorisation
    • Before creating a dashboard
    • Queries
    • Lines and tables
    • Publish and "Merge" functions
    • Graphs
    • Query Form
    • Process link
    • Other Features

Training duration: 4 h

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+372 677 4777

Epicor Administrator training

Epicor Administrator training

Topics covered:

    • Server management console
    • Replication
    • System Administration menu
    • Security Settings
    • Security Management Groups
    • User Management
    • Levels of Security
    • Menu Management
    • Process management
    • Field-level Security

 
Training duration: 4 h

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+372 677 4777

Epicor Manufacturing training

Epicor Manufacturing training

Topics covered

    • Creating Articles
    • Operations, resource groups, and creating resources
    • Creating a product structure (BOM)
    • MRP
    • Creating production orders
    • Reporting
    • Warehousing
    • Production order closure

 

Training duration: 8 h

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+372 677 4777

Epicor Finances training

Epicor Finances training

Topics covered:

    • Financial foundations
    • Audience
    • Prerequisites
    • Environment set-up
    • Overview
    • Maintenance Programs
    • Company configuration
    • General
    • Key Fields
    • GL Control
    • Company Configuration – modules – finance
    • Fiscal Calendar Maintenance
    • Fiscal Year
    • Chart of Account Structure Maintenance
    • COA Category Maintenance
    • Account Segment Values
    • General Ledger Account Maintenance
    • Book Maintenance
    • GL Control Type Maintenance
    • GL Control Maintenance

Overview

It is a tool to manage Program, Fiscal Calendar, Chart of Account Structure, COA Category, General Ledger Account and GL Control Maintenance.
 

Training duration: 8 h 

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+372 677 4777

Epicor XL Connect training

Epicor XL Connect training

Target audience

    • Accountants
    • Reporting Specialists
    • Financial Specialists

Topics covered:

    • General Summary
    • User Types
    • User Interface
    • Working with XL Connect
    • Useful Excel Capabilities

Overview

XL Connect is a powerful tool that can be used to report on data currently stored in your accounting system. XL Connect is an add-in to Microsoft Excel and is accessed from within Excel. Once the data is retrieved into Excel, you can use all of Excel’s capabilities to create a report that meets your business needs: financial statements, budget reports, sales analysis, invoice analysis and dashboards.

 

Training duration: 8 h 

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+372 677 4777

 

McLean & Laneman is management consulting firm that helps companies to improve their business processes, implement next generation software and create innovative solutions.

Do you want a demo or you have more specific questions?

Send us your contacts and we will get back to you as soon as possible.

Contact us!

We are open on workdays 
from 9.00 - 17.00 CET+1
+372 677 4777 
info@mcleanlaneman.com