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Epicor ERP 10 Curriculum Roadmap

The Epicor ERP 10 Curriculum Roadmap lists all available courses, including those available as instructo
the Epicor ERP application. You can use this list to plan your education. Courses are categorized into sev
Material, Production, Sales, Service, and Tools.

Course Name Within each functional area, the courses are listed in the recommended completion ord
Release and Estimated Self-Paced Completion Time The service packs the course is available an
your own. The text "Available Live Only" denotes those courses that are available as instructor-led only
Virtual Live Training Course Duration and Virtual Education Credits - The duration of the course
education credits this course is assigned. For the number of education credits assigned to courses when
your Epicor account manager. For a schedule of live training, visit the Class Schedule page on EPICweb
(https://epicweb.epicor.com/Education/Schedule/Pages/default.aspx).
Job Roles - Indicates who would benefit from this course.
FUNCTIONAL AREA - FOUNDATION

Course Name

Introduction to Epicor ERP


Navigation
Personalization
Financial Foundations
Manufacturing Foundations
Distribution Foundations
Customers
Suppliers
Parts
Employees
Introduction to Trackers
System Flow
Getting Started with Epicor ERP
Knowledge Camp
Knowledge Camp - Distribution and Supply Chain
Management 10.x
Epicor Delta Education- Financial Management 10.x
Epicor Delta Education - Tools and Technical 10.x

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10.0.700

10.0.600

Release

Estimate
d SelfPaced
Completi
on Time

X
X
2 hours
X
X
2 hours
X
X
3 hours
X
X
2 hours
X
X
2 hours
X
X
2 hours
X
X
2 hours
X
X
2 hours
X
X
2 hours
X
X
2 hours
X
X
2 hours
X
X
6 hours
Available Live Only
Available Live Only

Virtual
Live
Training
Course
Duration
1/4 day
1/4 day
1/2 day
1/4 day
1/4 day
1/4 day
1/4 day
1/4 day
1/4 day
1/4 day
1/4 day
1 day
1 day
2 days

Available Live Only

2 days

Available Live Only


Available Live Only

1/4 day
1/2 day

Epicor ERP 10 Curriculum Roadmap

10.0.600

10.0.700

FUNCTIONAL AREA - FINANCIAL


Release
Estimate
Live
d SelfTraining
Paced
Course
Completi
Duration
on Time

General Ledger

6 hours

1 day

Advanced General Ledger

6 hours

1 day

Accounts Receivable

6 hours

1 day

Accounts Payable

6 hours

1 day

Tax Engine
Job Costing
Financial Report Designer

X
X
X

X
X
X

6 hours
12 hours
2 hours

1 day
2 days
1/4 day

Introduction to Advanced Financial Reporting

LO

3 hours

1/2 day

Advanced Report Designing for AFR

LO

6 hours

1 day

Advanced Allocations

3 hours

1/2 day

Asset Management

3 hours

1/2 day

Payment Instruments
Deferred Revenue Accounting
Debit Note Processing
Bank Reconciliation
Credit Card Processing
Rebates
Tax Connect

X
X
X
X
X
X
X

X
X
X
X
X
X
X

6 hours
hours
hours
hours
hours
hours
hours

1 day
1/4 day
1/4 day
1/2 day
1/2 day
1/4 day
1/2 day

Payroll

3 hours

1/2 day

Year End Processing and Procedures

2 hours

1/4 day

Posting Engine

6 hours

1 day

Course Name

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2
2
3
3
2
3

Epicor ERP 10 Curriculum Roadmap


Currency Management

6 hours

1 day

Cash Management

6 hours

1 day

Multi-Site Management

3 hours

1/2 day

Multi-Company

6 hours

1 day

Epicor XL Connect

Available Live Only

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1/2 day

Epicor ERP 10 Curriculum Roadmap


FUNCTIONAL AREA - MATERIAL
Live
Training
Course
Duration

10.0.700

Estimate
d SelfPaced
Completi
on Time

10.0.600

Release

Inventory Management

6 hours

1 day

Inventory Management - Specialized Processing

3 hours

1/2 day

Purchase Management*

12 hours

1 1/2 days

Shipping and Receiving**

3 hours

1 day

RMA Processing

3 hours

1/2 day

Purchase Requisitions

2 hours

1/4 day

Buyer's Workbench

2 hours

1/4 day

Serial Number Tracking

3 hours

1/2 day

Cycle Counting

3 hours

1/2 day

Pack Out**
Purchase Contracts

X
X

X
X

3 hours
3 hours

1 day
1/2 day

Landed Cost

6 hours

1 day

Course Name

*For Live training, this embedded course is offered as two live courses - Purchase Management (1 day) a
Processing (1/2 day).
**Shipping & Receiving and Pack Out are combined into one day of live training.

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Epicor ERP 10 Curriculum Roadmap

10.0.600

10.0.700

FUNCTIONAL AREA - PRODUCTION


Release
Estimate
Live
d SelfTraining
Paced
Course
Completi
Duration
on Time

Methods of Manufacturing

2 hours

1/4 day

Engineering

6 hours

1 day

Job Management

12 hours

2 days

Kanban

3 hours

1/2 day

Material Requirements Planning

6 hours

1 day

Scheduling
Advanced Planning and Scheduling

X
X

X
X

6 hours
3 hours

1 day
1/2 day

Manufacturing Execution System

3 hours

1/2 day

Handheld

3 hours

1/2 day

Job Splits

2 hours

1/4 day

Quality Assurance

6 hours

1 day

Enhanced Quality Assurance

6 hours

1 day

Advanced Material Management


Advanced Production Management

X
X

X
X

6 hours
3 hours

1 day
1/2 day

Course Name

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Epicor ERP 10 Curriculum Roadmap

10.0.600

10.0.700

FUNCTIONAL AREA - SALES


Release
Estimate
Live
d SelfTraining
Paced
Course
Completi
Duration
on Time

Customer Relationship Management

6 hours

1 day

Quote Management

3 hours

1/2 day

Order Management

6 hours

1 day

Customer Pricing

3 hours

1/2 day

Case Management

3 hours

1/2 day

Demand Management

6 hours

1 day

Configurator

6 hours

1 day

Sales Kitting

6 hours

1 day

Multi-Company Configurator

6 hours

1 day

Course Name

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Epicor ERP 10 Curriculum Roadmap

Order Fulfillment (Allocation)

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6 hours

1 day

Epicor ERP 10 Curriculum Roadmap

10.0.600

10.0.700

FUNCTIONAL AREA - SERVICE


Release
Estimate
Live
d SelfTraining
Paced
Course
Completi
Duration
on Time

Introduction to Project Management

3 hours

1/2 day

Project Management

6 hours

1 day

Project Billing - Cost Plus***

2 hours

1 day

Project Billing - Fixed Fee***

2 hours

1 day

Project Billing - Progress Payments***

2 hours

1 day

Project Billing - Time and Materials***

2 hours

1 day

Time and Expense Management

6 hours

1 day

Course Name

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Epicor ERP 10 Curriculum Roadmap

Maintenance Management

6 hours

1 day

Field Service

3 hours

1/2 day

***The Project Billing specific courses are combined into a one day live training.

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Epicor ERP 10 Curriculum Roadmap

Course Name

Epicor ERP Installation Overview


Epicor Social Enterprise
Styling and Themes
Introduction to the Dashboard
Database Concepts
Business Activity Queries
Advanced Dashboards
SQL Server Reporting Services
Embedded Customization
Global Alerts
Introduction to Executive Dashboards

10.0.700

10.0.600

FUNCTIONAL AREA - TOOLS


Release
Estimate
Live
d SelfTraining
Paced
Course
Completi
Duration
on Time

Available Live Only


X
X
3 hours
X
X
2 hours
X
X
3 hours
X
X
2 hours
X
X
6 hours
X
X
6 hours
LO
X
6 hours
X
X
6 hours
X
X
3 hours
X
X
2 hours

1 day
1/2 day
1/4 day
1/2 day
1/4 day
1 day
1 day
1 day
1 day
1/2 day
1/4 day

Build an Executive Dashboard

6 hours

Epicor Web Access


Auto Print
Advanced Embedded Customization
Business Process Management

X
X
X
X

X
X
X
X

3
3
6
6

Advanced Business Process Management

6 hours

1 day

Epicor Information Worker for Epicor ERP****


Epicor Information Worker - Administration for Epicor
ERP****
System Setup and Management
System Administration

2 hours

1/2 day

2 hours

1/2 day

X
X

X
X

6 hours
6 hours

1 day
1 day

LO

6 hours

1/2 day

Performance Tuning

Performance Techniques

hours
hours
hours
hours

Available Live Only

Epicor Service Connect for Epicor ERP

Advanced Epicor Service Connect for Epicor ERP


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12 hours

Available Live Only

1 day
1/2 day
1/2 day
1 day
1 day

1 day
2 days
2 days

Epicor ERP 10 Curriculum Roadmap


Enterprise Search Admin

LO

4 hours

1/2 day

Epicor EPM Performance Canvas

6 hours

1 day

Epicor EPM Server and Cube Connect

6 hours

1 day

Epicor EPM Canvas Planning

6 hours

1 day

Software Developer Kit (SDK)

Available Live Only

5 days

Epicor Knowledge Mentor Author

Available Live Only

2 days

Introduction to XSOL InOrder

Available Live Only

1 day

LO indicates course is only available in a live training


setting.
****The Information Worker specific courses are combined into a 1/2 day live training.
Copyright 2014 by Epicor Software Corporation. Epicor, Vantage and the Epicor logo are registered trademarks

trademarks referenced are the property of their respective owners. The education materials and offerings depicted
Corporation and are subject to change without notice. This document is for informational purposes only. Epicor ma
document. The contents of this document are believed to be current and accurate as of its date of publication. All

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10 Curriculum Roadmap

ncluding those available as instructor-led only, to help you to implement and run
on. Courses are categorized into seven functional areas - Foundation, Financial,

in the recommended completion order.


vice packs the course is available and the time needed to complete this course on
are available as instructor-led only - in the classroom, virtual, or onsite.
Credits - The duration of the course when taught live virtually and the number of
on credits assigned to courses when taught in the classroom or onsite, contact
he Class Schedule page on EPICweb
).

AL AREA - FOUNDATION

Virtual
Educatio
n Credits

Job Roles

4
4
6
4
4
4
4
4
4
4
4
8
8
16

All
All
All
All
All
All
All
All
All
All
All
All
All
All

16

All

4
6

All
All

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10 Curriculum Roadmap

NAL AREA - FINANCIAL


Virtual
Educatio
n Credits

Job Roles

AP Clerk, AR Clerk, CFO/Controller, Cost


Accountant, Payroll Staff

CFO/Controller, Accountant/Financial
Specialist, AP Manager, AR Manager,
Payroll Manager, System Administrator

AR Clerk, CFO/Controller, Cost Accountant,


Payroll Staff

AP Clerk, CFO/Controller, Cost Accountant,


Payroll Staff

8
16
4

CFO/Controller, AP Clerk, AR Clerk


CFO/Controller, Cost Accountant
CFO/Controller

CFO/Controller

CFO/Controller, COO/Operations Manager,


Account Manager, Employees who design
financial reports for the company

Cost Accountant, CFO/Controller, AP Clerk,


AR Clerk, COO/Operations Manager,
Payroll Staff

Cost Accountant, CFO/Controller, AP Clerk ,


AR Clerk

AR Clerk, AP Clerk, CFO/Controller

4
4
6
6
4
6

AR Clerk, CFO/Controller
AR Clerk
AP Clerk, Cost Accountant
AR Clerk
AP Clerk and AR Clerk
AP Clerk, CFO/Controller

CFO/Controller, Payroll Staff

CFO/Controller, Cost Accountant, Payroll


Staff

CFO/Controller
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10 Curriculum Roadmap
8

AP Clerk, AR Clerk, CFO/Controller, Cost


Accountant

Cost Accountant, CFO/Controller, AP Clerk,


AR Clerk, Payroll Staff

AP Clerk, AR Clerk, CFO/Controller, Cost


Accountant

AP Clerk, AR Clerk, CFO/Controller, Cost


Accountant

Cost Accountant, CFO/Controller, AP Clerk,


AR Clerk, COO/Operations Manager,
Account Manager, System Administrator

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10 Curriculum Roadmap

ONAL AREA - MATERIAL


Virtual
Educatio
n Credits

Job Roles

COO/Operations Manager, Manager, Shop


Floor Employee, Shop Floor Manager,
Scheduler, Shipping and Receiving, QA
Inspector, Production Manager, Engineer

Cost Accountant, Shipping and Receiving,


Material Handler, Production Manager

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Purchasing Staff/Buyer, COO/Operations


Manager

Shipping and Receiving Manager, QA


Inspector

QA Inspector, Order Entry Staff, Customer


Service Representative

Purchasing Staff/Buyer, Shipping and


Receiving, QA Inspector

Purchasing Staff/Buyer, CFO/Controller

Shipping and Receiving Manager, Shop


Floor Manager

COO/Operations Manager, Manager, Shop


Floor Employee, Shop Floor Manager,
Scheduler, Shipping and Receiving, QA
Inspector, Production Manager, Engineer

8
6

Shipping and Receiving


Purchasing Manager

Shipping and Receiving, Purchasing Staff,


Purchasing Manager

es - Purchase Management (1 day) and Purchase Management - Specialized

live training.

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10 Curriculum Roadmap

AL AREA - PRODUCTION
Virtual
Educatio
n Credits

Job Roles

COO/Operations Manager, Manager, Shop


Floor Employee, Shop Floor Manager,
Production Manager, Engineer, Sales
Engineer/Pre-sales

COO/Operations Manager, Shop Floor


Employee, Shop Floor Manager, Scheduler,
Production Manager, Engineer

16

CFO/Controller, Cost Accountant,


COO/Operations Manager, Shop Floor
Employee, Shop Floor Manager, Scheduler,
Production Manager, Engineer

Shop Floor Employee, Shop Floor Manager,


Production Manager

COO/Operations Manager, Manager,


Scheduler Production Manager

8
6

Scheduler, Engineer
Scheduler, Engineer

COO/Operations Manager, Manager, Shop


Floor Employee, Shop Floor Manager,
Production Manager

COO/Operations Manager, Shop Floor


Employee, Shop Floor Manager, Production
Manager

CFO/Controller, Cost Accountant,


COO/Operations Manager, Shop Floor
Employee, Shop Floor Manager, Scheduler,
Production Manager, Engineer

Shipping and Receiving, QA Inspector

Shop Floor Employee, Shop Floor Manager,


Shipping and Receiving, QA Inspector,
Production Manager, Engineer

8
6

Manager, Shop Floor Manager


Scheduler
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10 Curriculum Roadmap

IONAL AREA - SALES


Virtual
Educatio
n Credits

Job Roles

Sales Manager, Order Entry Staff, Sales


Representative, Sales Engineer/Pre-sales,
Account Manager, Customer Service
Representative
Sales Manager, Production Manager,
Engineer, Sales Representative, Sales
Engineer/Pre-sales, Account Manager
Shipping and Receiving, Sales Manager,
Order Entry Staff, Sales Representative,
Sales Engineer/Pre-sales, Account
Manager, Customer Service
Representative
Sales Representative, Sales Engineer/Presales, Account Manager

Sales Manager, Order Entry Staff, Sales


Representative, Sales Engineer/Pre-sales,
Account Manager, Customer Service
Representative

COO/Operations Manager, Production


Manager, Sales Manager, Sales
Engineer/Pre-Sales, Account Manager,
Sales Representative

Sales Manager, System Administrator,


IT/Technical Staff

Sales Representative, Sales Engineer/Presales, Account Manager, Sales Manager

Production Manager, Sales Manager,


System Administrator, IT/Technical Staff

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10 Curriculum Roadmap

Cost Accountant, CFO/Controller, AP Clerk,


AR Clerk, COO/Operations Manager,
Payroll Staff, Shop Floor Employee, Shop
Floor Manager, Scheduler, Shipping and
Receiving, QA Inspector, Production
Manager, Engineer, Purchasing
Staff/Buyer, Sales Manager, Order Entry
Staff, Customer Service Representative,
Sales Engineer/Pre-Sales, Account
Manager, Sales Representative, System
Administrator, IT/Technical Staff

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10 Curriculum Roadmap

ONAL AREA - SERVICE


Virtual
Educatio
n Credits

Job Roles

Production Manager, Sales Manager,


Project Manager, General Manager

Sales Manager, Production Manager

CFO/Controller, AR Clerk, COO/Operations


Manager, Shop Floor Manager, Scheduler,
Production Manager, Engineer, Sales
Manager, Order Entry Staff, Account
Manager

CFO/Controller, AR Clerk, COO/Operations


Manager, Shop Floor Manager, Scheduler,
Production Manager, Engineer, Sales
Manager, Order Entry Staff, Account
Manager

CFO/Controller, AR Clerk, COO/Operations


Manager, Shop Floor Manager, Scheduler,
Production Manager, Engineer, Sales
Manager, Order Entry Staff, Account
Manager

CFO/Controller, AR Clerk, COO/Operations


Manager, Shop Floor Manager, Scheduler,
Production Manager, Engineer, Sales
Manager, Order Entry Staff, Account
Manager

Cost Accountant, CFO/Controller, AP Clerk,


COO/Operations Manager, Payroll Staff,
Shop Floor Employee, Shop Floor Manager,
Scheduler, Production Manager, Sales
Manager, System Administrator,
IT/Technical Staff

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10 Curriculum Roadmap

COO/Operations Manager, Shop Floor


Employee, Shop Floor Manager, Scheduler,
Shipping and Receiving, QA Inspector,
Production Manager, Engineer, Purchasing
Staff/Buyer, Order Entry Staff

Order Entry Staff, Sales Representative,


Sales Engineer/Pre-sales, Account
Manager, Customer Service
Representative, Sales Manager

ive training.

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10 Curriculum Roadmap

IONAL AREA - TOOLS


Virtual
Educatio
n Credits

Job Roles

8
6
4
6
4
8
8
8
8
6
4

System
All
System
System
System
System
System
System
System
System
System

Business Analysts, System Administrator,


IT/Technical Staff

6
6
8
8

Administrator, IT/Technical Staff


Administrator,
Administrator,
Administrator,
Administrator,
Administrator,
Administrator,
Administrator,
Administrator,
Administrator,

IT/Technical
IT/Technical
IT/Technical
IT/Technical
IT/Technical
IT/Technical
IT/Technical
IT/Technical
IT/Technical

Staff
Staff
Staff
Staff
Staff
Staff
Staff
Staff
Staff

System Administrator/IT Technical Staff


System Administrator, IT/Technical Staff
System Administrator, IT/Technical Staff
System Administrator, IT/Technical Staff
Business Analysts, System Administrator,
IT/Technical Staff
System Administrator, IT/Technical Staff

System Administrator, IT/Technical Staff

8
8

System Administrator, IT/Technical Staff


System Administrator, IT/Technical Staff

Technical Support Specialists, System


Administrator, IT/Technical Staff,
Department Managers

Technical Support Specialists, System


Administrator, IT/Technical Staff,
Department Managers

16

System Administrator, IT/Technical Staff

16

Engineer, System Administrator,


IT/Technical Staff
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10 Curriculum Roadmap
6

Engineer, System Administrator,


IT/Technical Staff

System Administrator, Business Analysts,


COO/Operations Manager, CFO/Controller,
Sales Manager, Account Manager, Sales
Representative, IT/Technical Staff

System Administrator, Business Analysts,


COO/Operations Manager, CFO/Controller,
Sales Manager, Account Manager, Sales
Representative, IT/Technical Staff

System Administrator, Business Analysts,


COO/Operations Manager, CFO/Controller,
Sales Manager, Account Manager, Sales
Representative, IT/Technical Staff

40

Engineer, System Administrator,


IT/Technical Staff

16

Training Developers, Documentation


Writers, Subject Matter Experts

Project Managers, Team Leads, Process


Engineers

2 day live training.

e Epicor logo are registered trademarks of Epicor Software Corporation. All other
ucation materials and offerings depicted in this document are produced by Epicor Software
informational purposes only. Epicor makes no warranties, express or implied in this
ccurate as of its date of publication. All rights reserved.

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