Checklist Curso

Course Title
Accessing Warranty Information in Customer Shipment Entry - Classic

Adding a New Customer in Customer Maintenance
Adding a New Customer in Customer Maintenance - Classic
Adding Dynamic Features to Dealer Portal Configurations - Classic
Bi-Directional Quote Synchronization with Salesforce.com - Classic
Buying and Selling Quantities with Advanced Unit of Measure
Buying and Selling Quantities with Advanced Unit of Measure - Classic
Creating Dynamic Attributes for Dealer Portal Parts - Classic
Creating Identification Numbers for Dealer Portal Parts - Classic
Creating Person/Contact Records - Classic
Defining Bill to Options in Customer Maintenance - Classic
Defining Credit in Customer Maintenance - Classic
Defining Relationships in Customer Maintenance - Classic
Defining Ship to Options in Customer Maintenance - Classic
Deploying Parts for Display in Dealer Portal - Classic
Designing Configurations for Dealer Portal Parts - Classic
EDI Setup and Configuration
EDI Testing and Error Handling
Entering Claims Through Dealer Portal - Classic
Entering Financial Information in Customer Maintenance - Classic
Exploring Tasks and Task Sets
Exploring Tasks and Task Sets - Classic
Fulfilling Dealer Portal Sales Orders in Epicor ERP - Classic
Generating Sales Orders Through Demand Management - Classic
Linking Dealer Portal with Epicor ERP - Classic
Location Ownership in Dealer Portal
Location Ownership in Epicor ERP - Classic
Processing a Counter Order - Classic
Processing a Customer Return - Classic
Processing Credit Cards Through Epicor Payment Gateway
Processing Dealer Portal Claims in Epicor ERP - Classic
Receiving Non-Stock Inventory and Subcontracts - Classic
Resolving Dealer Portal Claims in Epicor ERP - Classic
Reviewing Sales Input Generated Through Demand Management - Classic
Sales Kits in Salesforce.com - Classic
See What's On Hand in Salesforce.com - Classic
Setting Up Advanced Unit of Measure
Setting Up Advanced Unit of Measure - Classic
Setting Up Dealer Portal in Epicor ERP - Classic
Setting Up Dealer Portal Options in Epicor ERP - Classic
Setting Up Demand Management - Classic
Setting up Discounting in Customer Maintenance - Classic
Setting Up National Accounts in Customer Maintenance - Classic
Streamlining Look Up Table Maintenance - Classic
Tips and Tricks for Quotes with Sammy Sellsalot - Classic
Tying a Single Configurator to Multiple Parts - Classic
Understanding Epicor Commerce Connect and Epicor ERP - Classic
Understanding Pack and Ship/Packout Processing - Classic
Understanding Page Level Events - Classic
Understanding Shipping Processes
Understanding User Defined Methods - Classic
Using Available to Promise - Classic
Using Fulfillment Workbench
Using the Code Editor and Expression Builder - Classic
Using the No-Input Configurator - Classic
Using the Picture Box Control - Classic
What is Demand Management?
Category Type Duration
Sales Management; What's New On Demand Course 2
Getting Started; Sales Management On Demand Course 13
Epicor Commerce; Sales Management; What's New On Demand Course 11
Material Management; Sales Management On Demand Course 12
Material Management; Sales Management; What's New On Demand Course 12
Sales Management On Demand Course 10
Getting Started; Sales Management; What's New On Demand Course 6
Sales Management; Upgrade Essentials On Demand Course 16
Financial Management; Sales Management; What's New On Demand Course 12
Sales Management; Upgrade Essentials; What's New On Demand Course 11
Material Management; Production Management; Sales Management; What's On Demand Course 14
Material Management; Production Management; Sales Management; What's On Demand Course 12
Material Management; Sales Management On Demand Course 10
Production Management; Sales Management; Upgrade Essentials On Demand Course 10
Production Management; Sales Management; Upgrade Essentials On Demand Course 11
Class Time Location
Minutes 12/30/1899 00:00 Web-Based
Description
Learn to add or change a warranty code at the moment of shipment in Customer Shipment Entry. You can also maintain or cha
Customers are the most important part of your business. This course shows you the primary information you enter for each cu
Customers are the most important part of your business. This class shows you the primary information you will enter about ea
Each part configuration can be linked to dynamic features that automatically update options on Dealer Portal parts. To do this
Opportunities and lines you enter in Salesforce.com can be transferred to Epicor ERP, modified in Opportunity/Quote Mainten
Use attribute sets to precisely track part details throughout the sales and purchasing cycle. This Advanced Unit of Measure cou
Use attribute sets to precisely track part details throughout the sales and purchasing cycle. This Advanced Unit of Measure cou
Dynamic Attributes are options you assign on parts and part configurations. These attributes are the product options that disp
Dealers may need identification numbers to track parts within locations. Some of these numbers follow format requirements,
Individuals both inside and outside of your organization can have multiple roles that you need to account for in your ERP appli
In this course, learn how to enter billing information for a customer, terms, and alternate bill to information. You will also lear
Customers need credit to purchase goods, but you don't want to extend too much credit! In tihs course, learn how to set cred
In this course, learn about defining relationships in Customer Maintenance. You'll learn to link a global customer, to enter app
Customers may have different Ship To locations where they receive parts.Each Ship To location can have a different address, c
Epicor's Dealer Portal module links manufacturers directly with dealers. Sales people who want to access part information can
Design configurations
For Demand managementto settoup part options
function thatyou
properly, then display
must on Dealer
complete some Portal.
setupThe
first.inputs you create on a configuration appea
This course examines creating a folder for flat files, customer configuration, demand contracts, and company configuration rel
After setting up EDI
You manufacture fordistribute
and Demand through
Management, younetwork.
a dealer need to When
confirm
theit'scustomer
working picks
as intended. This course
up the product, theteaches you
warranty to identi
linked to th
Warranties can be assigned to both individual parts and to product groups. A part's warranty code takes precedence over the
In this course, learn to enter some financial information on a customer record. In this course, learn to enter tax exemptions an
Use Tasks and Tasks Sets, to establish a workflow that keeps track of what needs to happen and when it needs to happen.
In this course learn about tasks, task sets, and workflows.
This course describes how you set up jobs to fulfilling Dealer Portal sales orders, and then ship the ordered parts to a dealer or
Once customers have demand processing parameters, generate sales orders and demand forecasts for them through Demand
To link Epicor ERP with Dealer Portal, you need to set up the external company to communicate with Epicor Commerce Conne
Inventory transactions display within Dealer Portal on the Inventory web page. Dealers can review the current locations and o
When a Dealer Portal part quantity is manufactured, it's shipped to the dealership's location. Ownership of the part quantity n
A counter sale is a walk-in sale where you interact with your customer in person and complete the entire order process in just
In this course, learn about the processes a return goes through. You'll also see how to enter the RMA into Epicor ERP. Finally, y
A payment gateway moves credit card transactions from a source database out to a payment processor and then back to the s
When a salesperson at a dealer saves a claim, it generates a case record. Within Epicor ERP, you look up this record within Cas
Using Epicor ERP Purchase Order Receipts, you can receive material that, instead of a warehouse, is stored in a different locati
Dealer Portal claims are resolved in two ways. If the dealer has the spare parts on hand, you create a credit memo and reimbu
The Demand Management module has programs and reports that help you manage the demand needs of your customer trad
In this course, we'll talk about how Epicor ERP handles components for sales kit items and prices on opportunities imported fr
When a part is set to synchronize with Salesforce.com, Epicor sends the on hand quantity for that part so that it displays as a n
Advanced Unit of Measure uses attributes - like length, weight, and size -- to calculate units of measure and generate attribute
Advanced Unit of Measure uses attributes - like length, weight, and size -- to calculate units of measure and generate attribute
Epicor's Dealer Portal module links manufacturers directly with dealers. This module is designed for manufacturers who sell pr
Epicor Commerce Connect can send more than customer, part, and sales information between Epicor ERP and Dealer Portal. Y
The Demand Management module generates sales demand from customer contracts. It then converts this demand into sales
Epicor ERP uses a pricing process to determine pricing and discounts for customers. Take this class to learn the basics.
National Accounts are a type of relationship you can set up for your customers. Customers within the relationship share financ
Within Epicor ERP, the Product Configurator stores lookup tables through a regular database backup. This feature makes sure
Sammy Sellsalot has been entering quotes in Epicor ERP for a while now, so he's learned some nice tricks and tips about using
In Epicor ERP, you can link one configurator to different parts. This saves time. When you change the configurator, all the part
Epicor Commerce Connect is an e-commerce solution that links your Epicor platform with a website customers and suppliers c
Epicor ERP has three methods for sending out shipments quickly and accurately. You can send shipments to customers in a sta
In the Epicor ERP Product Configurator, you use events to define conditions and actions that run when users configure parts. D
The system has four processes for sending out shipments. You can send shipments to customers in a standard pack, a pack ou
In the Epicor ERP Product Configurator, you can create user-defined methods that re-use code. This eliminates data entry erro
Available to Promise checks when parts are available based on a quantity or date. It determines how many parts are in supply
In this course, explore order fulfillment using the Fulfillment Workbench.
In the Epicor ERP Product Configurator, you can enter C# code within the Code Editor and Expression Builder as part of your co
Within the Epicor ERP Product Configurator, you can design a No-Input Configurator that collects data based on rules, but doe
Through the Epicor ERP Product Configurator, you can both import pictures of component parts and then insert them into con
By the end of this course, you'll be able to navigate Demand Management, and describe its primary functions.
e to revisit. However, if you use the next button or skip over sections, the course will not mark as complete.***
open documents linked to the configured parts. This course explores these features.
ove around the course and find areas that you'd like to revisit. However, if you use the next button or skip over sections, the course will no
for your Dealer Portal parts.

ct Maintenance. The records you enter here can then be used on employee, buyer, customer, supplier, and other records throughout the
part configurations for Dealer Portal.
s. This course explores how you turn demand into sales orders or demand forecasts.
ou complete these linking tasks.
etwork. This information updates manufacturer's information within Epicor ERP. The updated location ownership records display within Lo
cor ERP using Location Ownership Tracker. This program shows the owner of the part, its current location, its transfer history, and the boa
s based in the United States can process credit cards through the Epicor Payment Gateway. This course illustrates how to process credit ca
receive these types of material. This course applies to both On-Premise and Cloud ERP Systems.
u can also review the claims linked to a transaction using the Location Ownership Tracker
ts that display information about the demand process.
u use the next button or skip over sections, the course will not mark as complete.***
round the course and find areas that you'd like to revisit. However, if you use the next button or skip over sections, the course will not ma
hip them, and support warranty and repair needs. This course explains how you set up Epicor ERP to connect with Dealer Portal.
course describes these records.
who understand basic C# programming, and it applies to both On-Premise and Cloud ERP Systems.
e-time contact to a quote, how to duplicate a quote, and how to create a sales order from a quote. As you'll soon see, there's a lot of neat
t applies to both On-Premise and Cloud ERP Systems.
amming, and it applies to both On-Premise and Cloud ERP Systems.
programming, and it applies to both On-Premise and Cloud ERP Systems.

so learn how to launch and run this program.
that illustrate both Code Editor and Expression Builder features. This course is designed for users who understand basic C# programming,
part. This course is designed for users who understand basic C# programming, and it applies to both On-Premise and Cloud ERP Systems.
erstand basic C# programming, and it applies to both On-Premise and Cloud ERP Systems.
r sections, the course will not mark as complete.***
her records throughout the application. You can also use this method to record any global contacts you need from other companies.
hip records display within Location Ownership Tracker. This course explains how you make these location ownership changes within the D
ransfer history, and the boats that were shipped.within Epicor ERP using Location Ownership Tracker. This program shows the owner of th
tes how to process credit cards through this feature. ***NOTE: The Next and Previous buttons are part of the interface to allow you to mo
tions, the course will not mark as complete.***
with Dealer Portal.

oon see, there's a lot of neat ways to create and use quotes.
and basic C# programming, and it applies to both On-Premise and Cloud ERP Systems.
se and Cloud ERP Systems.
rom other companies.
ership changes within the Dealer Portal website.

ogram shows the owner of the part, its current location, its transfer history, and the boats that were shipped.
interface to allow you to move around the course and find areas that you'd like to revisit. However, if you use the next button or skip over
the next button or skip over sections, the course will not mark as complete.***

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Checklist Curso

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Course Title

Accessing Warranty Information in Customer Shipment Entry - Classic

for your Dealer Portal parts.

part configurations for Dealer Portal.

amming, and it applies to both On-Premise and Cloud ERP Systems.

programming, and it applies to both On-Premise and Cloud ERP Systems.

tions, the course will not mark as complete.***

with Dealer Portal.

ership changes within the Dealer Portal website.

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