https://erpvideo.epicor.com/detail/video/5839443762001/enter-main-information-on-the-ap-invoice-header-card 2023-06-17T18:54:50.897Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/542f037c-cc67-42dc-b514-1a4e6b4235d8/3e387748-376e-4e3f-ac84-4f901fee658c/1280x720/match/image.jpg Enter Main Information on the AP Invoice Header Card When creating a new AP invoice, you use the Header Card to enter the main information on each invoice. In this video, learn how to enter the header information for an invoice. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5839443762001 267 2018-09-24T20:17:59.574Z AP Invoice Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5840368288001/record-the-purchase-of-an-asset-in-ap-invoice-entry 2022-11-30T20:29:37.814Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ba5a9389-7ae7-4306-89e6-000395ed82f5/8afc7c09-5b1e-40c3-85ff-284c3a1d0e58/1280x720/match/image.jpg Record the Purchase of an Asset in AP Invoice Entry You can use invoice entry to record the purchase of an asset. To do this, you enter an asset line. The application considers an asset a purchased item and not a part record. In this video, learn how to enter an asset line in AP Invoice Entry. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5840368288001 116 2018-09-26T13:11:39.389Z AP Invoice Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5840046952001/add-a-receipt-line-to-an-ap-invoice 2023-06-17T18:54:59.758Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/9dd07540-8ae4-4c80-86b2-ed7dad146477/faed1e1e-44a2-4e50-a8b2-68e33f14e492/1280x720/match/image.jpg Add a Receipt Line to an AP Invoice Once the invoice header information is complete on your AP Invoice, add detail lines to it. These detail lines can be different line types – depending on the reason for the payment. This video shows you how to enter a Receipt Line type. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5840046952001 224 2018-09-25T22:18:41.115Z AP Invoice Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5840375985001/add-a-miscellaneous-line-to-an-ap-invoice 2021-09-06T12:18:24.392Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/5d6d9406-c251-4ccc-8046-111494e148ea/b226e9f2-bc48-437f-acff-0cb80ab66388/1280x720/match/image.jpg Add a Miscellaneous Line to an AP Invoice In this video, see the steps for entering a miscellaneous line invoice. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5840375985001 106 2018-09-26T13:32:04.743Z AP Invoice Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5839819209001/mass-print-purchase-orders 2023-07-17T15:28:06.147Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/8d97d16e-c4fb-44bb-b68f-250746db1313/ad4e3d51-09c0-458e-81de-45d5a426f63a/1280x720/match/image.jpg Mass Print Purchase Orders Use the Mass Print selection on the Actions menu in Purchase Order Entry to produce printed purchase orders for all orders that have been marked for mass printing. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5839819209001 129 2018-09-25T14:32:49.917Z Purchase Order Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5838198362001/enter-a-new-purchase-order 2023-06-17T18:50:39.348Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/5502556969001/d51824c2-c5e1-43c9-9cdd-66eda3248371/main/1280x720/1m12s423ms/match/image.jpg Enter a New Purchase Order Purchase Order Entry is used to enter and print new purchase orders and to make changes to existing purchase orders. In this Knowledge on Demand, see how to enter a new purchase order from scratch. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5838198362001 145 2018-09-21T15:28:26.455Z Purchase Order Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5839427114001/duplicate-a-purchase-order 2023-06-19T13:26:15.267Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/4c4f31d4-ec6c-438f-b680-576345380fa7/04536010-de8e-4b31-ac04-cbf977f5b478/1280x720/match/image.jpg Duplicate a Purchase Order In PO Entry, use the Duplicate option to create a new purchase order by copying information from an existing purchase order. This function saves you time if you have a new purchase order that is similar to an existing one. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5839427114001 140 2018-09-24T19:12:36.057Z Purchase Order Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5838313042001/add-a-line-to-a-new-purchase-order 2023-06-22T18:12:24.142Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/a9c0854a-23a3-4653-9c71-ec457ec9aef4/100beba5-445c-4b82-bfd2-9b15eb12defb/1280x720/match/image.jpg Add a Line to a New Purchase Order In this video, see how to enter a typical purchase order line. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5838313042001 222 2018-09-21T20:31:16.401Z Purchase Order Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5839427114001/duplicate-a-purchase-order 2023-06-19T13:26:15.267Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/4c4f31d4-ec6c-438f-b680-576345380fa7/04536010-de8e-4b31-ac04-cbf977f5b478/1280x720/match/image.jpg Duplicate a Purchase Order In PO Entry, use the Duplicate option to create a new purchase order by copying information from an existing purchase order. This function saves you time if you have a new purchase order that is similar to an existing one. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5839427114001 140 2018-09-24T19:12:36.057Z Purchase Order Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5840674667001/understanding-customer-maintenance 2021-09-05T12:11:03.569Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/67f0e9c7-4a83-44ec-9ec5-d53f09a61007/20d03b17-0ee2-4a59-beeb-ccdfa97c218e/1280x720/match/image.jpg Understanding Customer Maintenance Customers are key to your business, and Epicor Kinetic contains several features to help your company maintain active and accurate relationships with them. This video illustrates how to enter the main details for a customer record. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5840674667001 237 2018-09-27T00:48:52.683Z Customer Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5813671308001/adding-contacts-to-a-customer 2021-09-03T00:17:41.633Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c8a9995c-0044-42ca-a74c-b5b45d76e009/914856e1-c19a-49a2-8abb-7bf3a843a269/1280x720/match/image.jpg Adding Contacts to a Customer Customer contacts are individuals with whom your company sells parts, ships quantities, or bills invoices. These individuals default on quotes, sales orders, and invoices. This video demonstrates how to add these contacts within Customer Maintenance. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5813671308001 59 2018-07-25T15:05:54.722Z Customer Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5810259222001/adding-ship-to-information-to-a-customer 2021-09-14T14:14:43.092Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/35b5f23c-c2ce-44d1-93e1-2f53706eb737/364a2b60-de8b-4f82-bf55-ffd5c21e1753/1280x720/match/image.jpg Adding Ship To Information to a Customer Customers may have different locations where they receive parts. These are Ship To locations, and you enter them within Customer Maintenance. This video shows how you enter these locations. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5810259222001 75 2018-07-17T13:50:24.460Z Customer Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5819566216001/entering-shipping-terms-for-a-customer 2023-06-17T18:50:58.164Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/40363891-9231-4c83-a3bd-9e2e5641efa7/1f290404-1fe2-44e8-b669-c21cbba93f91/1280x720/match/image.jpg Entering Shipping Terms for a Customer You define the shipping terms for customers within Customer Maintenance. Enter these values on the Billing Detail sheet in the Shipping Terms group box. This video describes these shipping options. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5819566216001 271 2018-08-08T15:14:53.683Z Customer Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5839881000001/entering-approved-suppliers-for-a-customer 2021-11-15T15:06:40.159Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/9ec5ac91-58c5-450c-9975-896bdc2b44a9/f13a1a2c-b15b-4395-b8ed-d6cc8a4d5119/1280x720/match/image.jpg Entering Approved Suppliers for a Customer Use Customer Maintenance to link an approved supplier to a customer. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5839881000001 108 2018-09-25T16:23:26.992Z Customer Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5718783547001/assign-an-aging-code-to-a-customer 2021-09-07T00:00:17.117Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/73ba8a10-a419-46a2-8cf1-5050c18a0f52/a2d09e57-6129-4c20-8c6c-48767771a22a/1280x720/match/image.jpg Assign an Aging Code to a Customer Once you define Aging Codes in the application, you need to apply them to customers. In this KOD, you'll see where you can set this up in the customer record. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5718783547001 56 2018-01-24T20:31:06.198Z Customer Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5813172400001/attaching-industry-classes-to-a-customer 2023-06-16T16:34:40.455Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/7510e313-ea57-4e56-a35d-ca2d3dab91e3/67b687b5-9e03-47bb-aa9d-6d0959fa3c25/1280x720/match/image.jpg Attaching Industry Classes to a Customer Governments use industry classification systems to define types of economic activity. Enter the industry class types and codes for your customers using Industry Class Maintenance. In Customer Maintenance, attach appropriate industry types and codes. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5813172400001 131 2018-07-24T14:03:59.575Z Customer Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5841135937001/entering-a-prospect-or-suspect-in-customer-maintenance 2021-09-05T12:10:19.029Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/41138888-50e8-4bcd-a47d-d620a71788df/6167c4e8-3d3f-4151-bc55-31d700138807/1280x720/match/image.jpg Entering a Prospect or Suspect in Customer Maintenance Prospects and suspects are preliminary records that keep track of potential future customers. This video illustrates how you enter them in Customer Maintenance. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5841135937001 71 2018-09-27T20:17:17.521Z Customer Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5839537149001/defining-the-address-format-for-a-customer 2021-09-05T12:09:27.718Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/bac8d414-71bc-49c8-b42f-104fa1dee446/dddfaa1a-4faf-42a9-b114-c9bc33142d0e/1280x720/match/image.jpg Defining the Address Format for a Customer Within Customer Maintenance, use the Address Format sheet to specify the appearance of the address for your customer when it prints on a form. This video illustrates how to use this feature. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5839537149001 71 2018-09-25T02:25:50.883Z Customer Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5820494772001/entering-tax-exemptions-for-a-customer 2021-09-11T00:25:17.719Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/9f7d4566-611a-4d62-9836-a1f793e0d0b0/833d5c44-91e9-43c9-a533-faaac7d475cb/1280x682/match/image.jpg Entering Tax Exemptions for a Customer A tax exemption reduces how much tax a customer has to pay. Tax exemptions may completely eliminate the tax, tax at a reduced rate, or only tax a portion of the items. This video explains how you set up a customer’s tax exemptions. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5820494772001 47 2018-08-10T13:38:42.190Z Customer Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6154476680001/adding-a-widget-to-the-kinetic-home-page 2021-11-15T17:58:21.974Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/7c827276-fc38-45b6-8607-035e7c0a4f76/1548e371-29cc-4bd7-af28-4be3a61de0be/1280x720/match/image.jpg Adding a Widget to the Kinetic Home Page Watch this short video to learn how to add a widget, like an application link, to your Kinetic Home Page. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6154476680001 132 2020-05-05T21:34:07.082Z Home Page https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6166945672001/accessing-the-main-menu-in-the-kinetic-home-page 2023-07-20T01:48:32.392Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/20199f7f-9278-4d08-a5d8-67e763d8ee07/ec95faf1-8fa1-4176-af57-6d27c5fe4078/1280x720/match/image.jpg Accessing the Main Menu in the Kinetic Home Page See how to Access the Main Menu in the Kinetic Home Page. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6166945672001 52 2020-06-24T15:59:18.286Z Home Page https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6151834945001/changing-the-user-on-the-kinetic-home-page 2021-09-03T12:13:10.157Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/34312c9a-8227-4ab2-82cb-5bbf2a4fd7dd/975bac6d-e8b2-41c7-8816-020fcae7868b/1280x720/match/image.jpg Changing the User on the Kinetic Home Page Watch this video to learn how to change users on the Kinetic Home Page. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6151834945001 46 2020-04-24T13:06:39.518Z Home Page https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6162146977001/changing-the-company-in-the-kinetic-home-page 2021-09-03T00:14:14.394Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/929c192a-d1d6-4a83-b6c0-5f85a3c7f939/04c50504-3d5c-48dd-be95-1150367bad08/1280x720/match/image.jpg Changing the Company in the Kinetic Home Page See how to change the company in the Kinetic Home Page. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6162146977001 54 2020-06-06T21:03:10.049Z Home Page https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6162148320001/using-favorites-and-recents-in-the-home-page 2021-09-04T00:17:46.511Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/5beb9841-f427-4007-9fa4-621f6b5d2759/9e72ee56-8d03-4dab-bd57-cd5264f88df5/1280x720/match/image.jpg Using Favorites and Recents in the Home Page See how to use Favorites and Recents in the Home Page https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6162148320001 130 2020-06-06T21:24:19.480Z Home Page https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6154171875001/using-a-published-kinetic-layout-as-your-own 2021-09-07T00:16:35.297Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/7699e40f-8ae9-44de-ae73-9ab15fa49613/69e5ddfd-c27c-487d-8f98-37a536a9c45b/1280x720/match/image.jpg Using a Published Kinetic Layout as Your Own Published Layouts for the Home Page, may be just what you need, or can get you started on your personalization. Watch this video to see how to use them. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6154171875001 99 2020-05-04T22:10:40.244Z Home Page https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6144180880001/adding-a-collaborate-widget 2021-09-03T00:14:14.090Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/30b63002-3dd4-495e-b4df-1a4766154179/e2d555ca-0c8f-4a3b-b787-55d66c45bf5f/1280x720/match/image.jpg Adding a Collaborate Widget You typically add the Collaborate widget to your Home Page or a Data Discovery dashboard. This example shows you how to add this widget to your Home Page, but you do the same steps on a dashboard. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6144180880001 106 2020-03-23T22:23:13.923Z Home Page https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6166942464001/changing-the-workstation-in-the-kinetic-home-page 2021-09-11T00:21:36.481Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/45293ffe-c33c-4c0b-8d0a-2c90ec2121b8/f36feeb3-272c-4c0f-bd60-2ca914c77fe9/1280x720/match/image.jpg Changing the Workstation in the Kinetic Home Page See how to change the workstation you are logged into while using the Kinetic Home Page. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6166942464001 46 2020-06-24T15:44:39.369Z Home Page https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6149416208001/working-with-the-help-and-support-panel 2022-05-14T17:39:10.319Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/24a93ba6-4ce6-4d85-989e-39421f457c55/2f3350b7-0751-4341-b8c4-02715c3dc90f/1280x720/match/image.jpg Working With the Help and Support Panel Watch this short video to learn how you can find information and resources within the Kinetic Help & Support panel. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6149416208001 153 2020-04-14T22:08:43.553Z Home Page https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6154997686001/using-the-search-panel-in-the-home-page 2021-09-07T00:25:35.910Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/2921b87a-d25d-4fc3-b69f-b7c1f05231cd/c5bd53db-8442-4254-ac86-28bf828885f5/1280x720/match/image.jpg Using the Search Panel in the Home Page Use the Search button on the Menu bar to locate the records you need. Watch this video to learn how to enter key words, review the search results, and navigate to selected records. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6154997686001 196 2020-05-07T15:19:45.652Z Home Page https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6162146401001/changing-the-language-in-the-kinetic-home-page 2021-09-05T00:25:15.493Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c6dc85cd-5afa-4c74-9d21-e2f773711120/c2a17eb6-5a45-434f-935b-a0111703db62/1280x720/match/image.jpg Changing the Language in the Kinetic Home Page See how to change the language that displays in the Epicor Kinetic application using the options on the Home Page. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6162146401001 34 2020-06-06T20:51:21.515Z Home Page https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6193231009001/identifying-company-and-site-on-your-home-page 2021-09-08T00:04:54.571Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/e82caacf-ad81-4454-8a9a-e9ebe3fb2e0d/d7b308f5-debc-4d8d-8ba6-ccf4b15be9fd/1280x720/match/image.jpg Identifying Company and Site on your Home Page The Status Bar can show you even more information with color coding. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6193231009001 38 2020-10-24T16:25:28.516Z Home Page https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6299894941001/changing-settings-in-the-context-bar 2022-03-07T15:39:55.560Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/f130953e-9f5b-49bc-881f-52c26d15c6c8/c7fe2775-dae2-47e7-aa32-6c0ee16a5000/1280x720/match/image.jpg Changing Settings in the Context Bar Use the Context Bar to show several helpful bits of information to let your users know their log in status. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6299894941001 156 2022-03-07T15:30:54.756Z Home Page https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5807969620001/understand-the-job-tree-view-in-job-entry 2023-07-17T18:51:49.814Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/dce23532-3575-4219-aba3-a46fb09ada08/bc5d0889-eb49-4570-b2db-d98059a7f71b/1280x720/match/image.jpg Understand the Job Tree View in Job Entry The Job Tree View visually displays the job's method of manufacturing through a tree structure. Use this interface to check, add, update, and remove items on each method. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5807969620001 169 2018-07-11T13:18:59.246Z Job Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5819546067001/editing-an-assembly-in-job-entry 2023-06-17T18:51:05.433Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/89b03585-8fc5-494f-b8c8-0da56680ad54/145483da-b675-4196-a5e3-20cb36912cf3/1280x720/match/image.jpg Editing an Assembly in Job Entry Assemblies define the operation hierarchy needed to schedule a job. Each part has one or multiple assemblies. This video illustrates how you edit an assembly wihtin Job Entry. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5819546067001 337 2018-08-08T14:42:05.791Z Job Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5819138739001/editing-an-operation-in-job-entry 2023-07-18T15:12:11.346Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/4170a038-5433-45b3-932f-c0cdcda425ae/2fb5cdf6-d4da-44c9-90bf-e41e15aa7a4b/1280x720/match/image.jpg Editing an Operation in Job Entry While you set up a method of manufacturing for a job, edit its operations to reflect the routing this job needs to finish its production quantity. This video describes the operation values you define. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5819138739001 154 2018-08-07T17:29:18.998Z Job Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5819110106001/editing-a-material-in-job-entry 2023-08-03T17:19:43.973Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/7362b471-ce99-4312-b47e-d8a9d57f026c/d9743c29-e121-431a-9be0-de482d13031d/1280x720/match/image.jpg Editing a Material in Job Entry After you set up a method of manufacturing in Job Entry, you can edit the materials for it. The material then contains the details to accurately track estimated and actual material costs on the job. Watch to learn material values you can update. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5819110106001 154 2018-08-07T16:57:17.856Z Job Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5810241026001/release-a-job-to-production-in-job-entry 2026-02-07T04:31:02.094Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/5502556969001/8afb4aa9-5a31-4728-90d2-2a7f9a5fb37f/main/1280x720/29s768ms/match/image.jpg Release a Job to Production in Job Entry When a job is ready to produce, you need to update its status. See how to do this in this Knowledge on Demand. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5810241026001 60 2018-07-25T15:26:24.397Z Job Entry https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6197645290001/creating-tasks-and-showing-task-list-from-eva 2021-05-19T19:01:11.530Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ffa02c9d-740e-4351-98da-ee074c658e71/5cebbdbe-9cc6-4f96-9fc2-d841255da275/1280x720/match/image.jpg Creating Tasks and Showing Task List from EVA E.V.A., or Epicor Virtual Assistant is ready to help display, create and add new tasks for you and your team. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6197645290001 178 2020-10-24T16:21:23.825Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6200690691001/emailing-documents-directly-from-eva 2021-05-19T19:03:32.280Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/683c3a74-8479-48de-88f4-bebb49550247/ab383c1d-5406-4eef-ab97-178936531ee3/1280x720/match/image.jpg Emailing Documents Directly from EVA Email documents directly from EVA, your intelligent, voice-activated agent designed to execute and simplify daily tasks. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6200690691001 99 2020-10-15T14:41:38.686Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6193469269001/epicor-collaborate 2023-07-05T19:18:04.932Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/18638c8a-e5bb-45c0-8ac8-6fdc3514cefd/3002eda4-9ba5-4396-a5f1-af71bd733a01/1280x720/match/image.jpg Epicor Collaborate Epicor Collaborate lets you connect your organization like never before. Sit back and relax for a few minutes to learn about Epicor Collaborate and what it can do for you! https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6193469269001 168 2020-09-22T15:50:36.263Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6168582576001/come-play-factory-floor-frenzy 2021-05-19T18:58:36.151Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/97c7497a-a980-4fae-83b4-d4ffd6bf6424/4161e7e9-ded2-416c-9a99-f9505836b23d/1280x720/match/image.jpg Come Play Factory Floor Frenzy! Come Play Factory Floor Frenzy! https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6168582576001 81 2020-07-01T15:23:54.537Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6148392460001/using-eva-to-create-an-rma 2020-04-09T16:26:53.116Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/f9ff00ca-e815-47f6-8b30-41fcbd628be9/ca2343e1-d521-4812-947c-4a6875fb19c3/1280x720/match/image.jpg Using EVA to Create an RMA During this example, you’ll see how to use EVA to create a Return Material Authorization, or RMA, for a selected customer. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6148392460001 92 2020-04-09T16:24:53.393Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6110946573001/entering-a-carrier 2021-03-04T00:21:18.568Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/63c6a66b-770f-439f-9857-c5c279f1a818/b72b5a03-4a44-47bc-840d-649c94462ea8/1280x720/match/image.jpg Entering a Carrier Use Carrier Maintenance to establish codes for each carrier you use to ship goods to your customers. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6110946573001 57 2019-12-01T21:07:59.012Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6102730898001/shipping-a-transfer-order 2020-04-22T00:05:53.092Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/70760ef1-4987-43f4-b861-c43f7f4c807c/739f4ddb-805a-42db-8cd4-e94d8f9e9e06/1280x720/match/image.jpg Shipping a Transfer Order In this video, see how to ship parts from one site to another. The process is similar to shipping a customer order because you will create a packing slip and it will be marked as shipped. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6102730898001 105 2019-11-11T22:35:28.260Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6102647054001/entering-a-sales-order-for-a-transfer-part 2020-04-22T00:07:30.685Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d99617ff-7898-4f38-b524-56660e93cc51/5e52874a-aa44-46dc-bb92-28b7ba5322f4/1280x720/match/image.jpg Entering a Sales Order for a Transfer Part In this video, see how to create a sales order for a part manufactured in one site but shipped by another site. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6102647054001 106 2019-11-11T16:46:36.693Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6102630599001/creating-a-transfer-order-from-a-suggestion 2019-11-22T14:12:38.720Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/e636cf75-15c5-4740-b645-1d9c1fa59d67/7f0cdea3-68d1-43aa-a35f-651226ca1a9a/1280x720/match/image.jpg Creating a Transfer Order from a Suggestion In this video, see how you can create a transfer order from a suggestion. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6102630599001 67 2019-11-11T15:37:19.346Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6087840280001/using-eva-to-review-national-accounts 2019-09-19T22:05:25.234Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c5ca6b2a-ebae-4b59-9f02-37d8412652d3/39b5747c-3597-4dde-bfa4-0e935cf0eb13/1280x720/match/image.jpg Using EVA to Review National Accounts The Epicor Virtual Agent, or EVA, is the personification of intelligence that you can use to review, edit, and create records through your mobile device. Through this example, you’ll see, how to review a national account. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6087840280001 119 2019-09-19T22:02:47.257Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6087817825001/using-eva-to-remove-a-credit-hold 2019-09-19T20:03:57.214Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/a0d9c42f-2f42-481d-b5c7-710d1c7934b3/3f8cfd3c-ae0a-4973-ba2c-0deddeff12e1/1280x720/match/image.jpg Using EVA to Remove a Credit Hold The Epicor Virtual Agent, or EVA, is the personification of intelligence that you can use to review, edit, and create Epicor ERP records through your mobile device. This video shows you how to remove a credit hold from a sales order. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6087817825001 104 2019-09-19T20:00:20.445Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6087183978001/using-eva-to-review-customer-credit 2020-04-09T16:16:32.648Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/f37777ca-bfbd-4fde-a71c-80b4426a7246/d4cdd1fc-8a71-4981-8249-ab5263f1caef/1280x720/match/image.jpg Using EVA to Review Customer Credit Use EVA to review customer credit information your mobile device. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6087183978001 80 2019-09-17T20:45:15.211Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6036039456001/using-eva-to-enter-a-sales-order 2019-05-30T15:27:03.711Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3816f091-26f3-45b7-9a8b-5922448a28e7/851d5e17-c1c3-4362-a78f-7ff2340ddea0/1280x720/match/image.jpg Using EVA to Enter a Sales Order In this Knowledge on Demand, see how you can use the Epicor Virtual Agent, or EVA, to Enter a Sales Order. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6036039456001 160 2019-05-13T13:26:07.927Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5980450626001/dp-overview-of-claims-process 2018-12-17T14:00:51.271Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0ad0a539-4069-461b-a071-40e05067e122/0dfa6a6a-b47d-498c-9be2-28526d405406/1024x544/match/image.jpg DP Overview of Claims Process Watch this video for an overview of the Dealer Portal claims process. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5980450626001 139 2018-12-17T13:57:55.869Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5975408021001/understanding-the-dealer-portal-sales-process 2018-12-04T18:51:05.191Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3766d24c-2573-45a7-9c51-163d39b26ed1/a2798b4f-0f22-4c4f-acbf-17fc4045d2b4/1024x544/match/image.jpg Understanding the Dealer Portal Sales Process This video illustrates how the sales order process flows between Dealer Portal and Epicor ERP. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5975408021001 126 2018-12-04T18:47:36.127Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5841135937001/entering-a-prospect-or-suspect-in-customer-maintenance 2021-09-05T12:10:19.029Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/41138888-50e8-4bcd-a47d-d620a71788df/6167c4e8-3d3f-4151-bc55-31d700138807/1280x720/match/image.jpg Entering a Prospect or Suspect in Customer Maintenance Prospects and suspects are preliminary records that keep track of potential future customers. This video illustrates how you enter them in Customer Maintenance. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5841135937001 71 2018-09-27T20:17:17.521Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5840674667001/understanding-customer-maintenance 2021-09-05T12:11:03.569Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/67f0e9c7-4a83-44ec-9ec5-d53f09a61007/20d03b17-0ee2-4a59-beeb-ccdfa97c218e/1280x720/match/image.jpg Understanding Customer Maintenance Customers are key to your business, and Epicor Kinetic contains several features to help your company maintain active and accurate relationships with them. This video illustrates how to enter the main details for a customer record. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5840674667001 237 2018-09-27T00:48:52.683Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5839881000001/entering-approved-suppliers-for-a-customer 2021-11-15T15:06:40.159Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/9ec5ac91-58c5-450c-9975-896bdc2b44a9/f13a1a2c-b15b-4395-b8ed-d6cc8a4d5119/1280x720/match/image.jpg Entering Approved Suppliers for a Customer Use Customer Maintenance to link an approved supplier to a customer. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5839881000001 108 2018-09-25T16:23:26.992Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5839537149001/defining-the-address-format-for-a-customer 2021-09-05T12:09:27.718Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/bac8d414-71bc-49c8-b42f-104fa1dee446/dddfaa1a-4faf-42a9-b114-c9bc33142d0e/1280x720/match/image.jpg Defining the Address Format for a Customer Within Customer Maintenance, use the Address Format sheet to specify the appearance of the address for your customer when it prints on a form. This video illustrates how to use this feature. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5839537149001 71 2018-09-25T02:25:50.883Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5836354733001/define-a-bill-to-customer-in-a-national-account 2021-05-20T19:41:15.466Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/e809a6f6-a176-482c-b30b-45d8d8640e0d/1ff5944f-9ea0-4014-8ae3-5994de960fd8/1280x720/match/image.jpg Define a Bill To Customer in a National Account National Accounts link customers together for financial processing. When a national account is set up for a payer bill to relationship, a selected customer pays for the invoices received by all customers in the relationship. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5836354733001 131 2018-09-18T12:16:19.148Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5835873186001/enter-credit-information-for-a-customer 2021-05-20T19:40:47.002Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/147a322a-3ba7-4b4a-aad2-3173d4ffde78/26abbc25-d071-4ca1-854b-10ddecbbc7b3/1280x720/match/image.jpg Enter Credit Information for a Customer Use the Credit Detail sheet to enter and update the current customer’s credit information. You can define the credit limits you want to place on the current customer. Define other options - including placing this customer on and off credit hold. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5835873186001 118 2018-09-17T15:12:52.261Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5835802500001/define-bank-accounts-for-a-customer 2021-05-20T19:41:49.742Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/74f79f00-fa8c-4df2-9253-428f0a5ccedb/811ceecb-5e26-4e18-94c0-723ca12e8781/1280x720/match/image.jpg Define Bank Accounts for a Customer In this video, see how to define a bank account for a customer. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5835802500001 77 2018-09-17T12:18:06.258Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5827971829001/creating-dynamic-attribute-classes 2021-03-01T22:29:26.476Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/35466972-6b2e-4282-b4a6-fe4a45426b51/4e7b52c2-8c9b-491c-af27-d200538599a1/1268x656/match/image.jpg Creating Dynamic Attribute Classes Dynamic Attributes are options you assign on parts and part configurations. This video illustrates how you define the overall parameters for a new Dynamic Attribute Class. For details on creating attributes, review other courses and the help. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5827971829001 142 2018-08-28T20:41:19.647Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5825344525001/establishing-external-systems-with-epicor-commerce-connect 2021-05-19T19:05:38.079Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/deed80b4-a7ee-4aae-a3a9-4b7234b703ba/d5381bc8-cdaa-4ce1-9721-0e2fa07725e8/1280x720/match/image.jpg Establishing External Systems with Epicor Commerce Connect Dealer Portal and Epicor ERP must share and update data throughout the sales process. These applications communicate data changes by sending messages through ECC. To establish this connection, create 2 external systems for customer and supplier data. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5825344525001 74 2018-08-22T13:45:50.117Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5822114576001/understanding-the-manufacturer-dealer-relationship 2020-05-19T16:55:34.766Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/7d643f9a-6f86-4201-8732-7b92843bba75/e266fcba-5340-48cf-8d78-d1818609e777/1024x544/match/image.jpg Understanding the Manufacturer-Dealer Relationship In this video, learn about the manufacturer-dealer relationship with regard to the Epicor Dealer Portal. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5822114576001 249 2018-08-14T20:34:19.501Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5821973710001/entering-billing-terms-for-a-customer 2021-05-20T19:41:30.593Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/89c65ac2-4881-4446-85fd-d049659f218f/9b5f4918-ad5b-403c-aac8-08395343680a/1280x720/match/image.jpg Entering Billing Terms for a Customer You define how each customer pays for your company's goods and services within Customer Maintenance. This video shows you what values you can enter for the billing terms. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5821973710001 229 2018-08-14T14:24:32.964Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5820494772001/entering-tax-exemptions-for-a-customer 2021-09-11T00:25:17.719Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/9f7d4566-611a-4d62-9836-a1f793e0d0b0/833d5c44-91e9-43c9-a533-faaac7d475cb/1280x682/match/image.jpg Entering Tax Exemptions for a Customer A tax exemption reduces how much tax a customer has to pay. Tax exemptions may completely eliminate the tax, tax at a reduced rate, or only tax a portion of the items. This video explains how you set up a customer’s tax exemptions. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5820494772001 47 2018-08-10T13:38:42.190Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5819566216001/entering-shipping-terms-for-a-customer 2023-06-17T18:50:58.164Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/40363891-9231-4c83-a3bd-9e2e5641efa7/1f290404-1fe2-44e8-b669-c21cbba93f91/1280x720/match/image.jpg Entering Shipping Terms for a Customer You define the shipping terms for customers within Customer Maintenance. Enter these values on the Billing Detail sheet in the Shipping Terms group box. This video describes these shipping options. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5819566216001 271 2018-08-08T15:14:53.683Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5813671308001/adding-contacts-to-a-customer 2021-09-03T00:17:41.633Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c8a9995c-0044-42ca-a74c-b5b45d76e009/914856e1-c19a-49a2-8abb-7bf3a843a269/1280x720/match/image.jpg Adding Contacts to a Customer Customer contacts are individuals with whom your company sells parts, ships quantities, or bills invoices. These individuals default on quotes, sales orders, and invoices. This video demonstrates how to add these contacts within Customer Maintenance. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5813671308001 59 2018-07-25T15:05:54.722Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5813212458001/entering-billing-information-for-a-customer 2021-05-20T19:38:51.807Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/8e65699d-8e5d-469e-b374-c6abc2973362/61bfd0e5-531d-4f63-860b-a206a539aada/1280x720/match/image.jpg Entering Billing Information for a Customer Enter the main billing information for each customer within Customer Maintenance. You do this on the Billing > Detail sheet. This video focuses on the Billing Information values you define. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5813212458001 193 2018-07-24T15:41:42.021Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5813172400001/attaching-industry-classes-to-a-customer 2023-06-16T16:34:40.455Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/7510e313-ea57-4e56-a35d-ca2d3dab91e3/67b687b5-9e03-47bb-aa9d-6d0959fa3c25/1280x720/match/image.jpg Attaching Industry Classes to a Customer Governments use industry classification systems to define types of economic activity. Enter the industry class types and codes for your customers using Industry Class Maintenance. In Customer Maintenance, attach appropriate industry types and codes. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5813172400001 131 2018-07-24T14:03:59.575Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5810259222001/adding-ship-to-information-to-a-customer 2021-09-14T14:14:43.092Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/35b5f23c-c2ce-44d1-93e1-2f53706eb737/364a2b60-de8b-4f82-bf55-ffd5c21e1753/1280x720/match/image.jpg Adding Ship To Information to a Customer Customers may have different locations where they receive parts. These are Ship To locations, and you enter them within Customer Maintenance. This video shows how you enter these locations. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5810259222001 75 2018-07-17T13:50:24.460Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5801618452001/introduction-to-the-quote-worksheet 2021-01-22T17:14:50.255Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/a3ad0862-9f86-44c1-a156-4a7f45de45d7/62144b4a-78c7-49ab-be90-ae751a3d5231/1280x720/match/image.jpg Introduction to the Quote Worksheet Use the Quote Worksheet to review calculated costs for each quote line. Calculated costs are based on the production details, if you pulled manufacturing details into the quote line, and markup rates. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5801618452001 124 2018-06-25T15:24:37.187Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5801611739001/enter-a-customer 2019-10-07T16:54:33.650Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/64380e25-4b71-4600-8b47-0c40c89bcccf/327528b8-3ec1-4a14-91b2-cd9e81e739a2/1277x720/match/image.jpg Enter a Customer Customer records are primarily used to create quotes, sales orders, and AR invoices. Enter and maintain these records in the Customer Maintenance program. In this Knowledge on Demand, see how to enter a basic record. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5801611739001 148 2018-06-25T15:03:08.524Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5801606858001/adding-a-one-time-contact-to-a-quote 2020-04-22T00:13:15.121Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/bc9885a4-b500-4f2e-ba3d-5340811cc330/f4f1d3ef-ea30-4bd2-9b1a-eca27dad9cbe/1280x685/match/image.jpg Adding a One Time Contact to a Quote If there is a one time contact associated with a quote, you can create it directly within Opportunity/ Quote Maintenance. One time contacts are contacts that you do not want to include in your customer's contact list. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5801606858001 101 2018-06-25T14:44:10.691Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5773825250001/create-a-sales-order-from-a-quote 2021-01-25T15:49:36.524Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/dce241b3-54f3-49b9-9105-2615e047325e/76641511-c4ea-4eb7-a86b-fa940be193d2/1272x704/match/image.jpg Create a Sales Order from a Quote You can generate a sales order from information entered on a quote in several ways. Quote information can be converted into a sales order in its entirety or by selecting specific lines. In this Knowledge on Demand, we'll look at this process. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5773825250001 74 2018-04-20T12:54:06.087Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5773815492001/print-a-quote 2021-02-03T18:13:42.679Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/52217df5-7881-4ce5-9107-dbea2f47a273/95f44056-68fc-43aa-bb31-a44d9d988c37/1272x704/match/image.jpg Print a Quote In this Knowledge on Demand, learn to print a quote within Opportunity/Quote Entry. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5773815492001 56 2018-04-20T12:28:39.300Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5742166956001/assigning-employees-for-field-service-calls 2020-05-19T16:55:22.925Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/b0b0ffc2-3d48-42f7-902d-59528ff69755/3223b51e-bce8-4cf9-a205-d7a5ee0c5420/1231x720/match/image.jpg Assigning Employees for Field Service Calls You use Employee Maintenance to indicate the specific employees that can be dispatched for field service calls. In this Knowldege on Demand, learn how to do this. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5742166956001 98 2018-02-28T12:31:33.409Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5740639127001/defining-service-call-types 2021-02-21T12:21:37.308Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/818b7bfc-4a62-4a3c-8fec-68bde44461b1/bfbe8382-b9c7-4316-98aa-3a5921e26996/1280x720/match/image.jpg Defining Service Call Types Use Service Call Type Maintenance to define tax categories for service calls and select the general ledger (GL) controls associated with them. Think of service call types as, What class of service are we doing? codes. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5740639127001 86 2018-02-26T14:33:11.719Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5740611223001/setting-up-renewal-codes-for-field-service 2021-02-17T00:01:00.649Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ef5f14a8-a6fa-456a-a74f-7d84b9167d6b/ff31fa9c-fe89-450d-9772-55d1e3e1ebed/1280x720/match/image.jpg Setting Up Renewal Codes for Field Service Use Renewal Code Maintenance to create an entry that controls the price increase when renewing a contract. Renewal codes are associated with service contract codes in order to use the renewal entry settings when creating a contract renewal. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5740611223001 74 2018-02-26T14:21:04.262Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5740602553001/setting-up-service-contract-codes 2020-04-22T00:15:52.858Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/61e4369b-44dd-4a33-8094-859b2d0a3d07/b05f6802-c0e8-4a1c-94d6-6aa39a4af7df/458x270/match/image.jpg Setting Up Service Contract Codes Use Service Contract Code Maintenance to enter contract codes that define the various service contracts the company offers. In this Knowledge on Demand, learn to set up Service Contract Codes. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5740602553001 108 2018-02-26T13:29:01.384Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5729254163001/creating-a-new-contact 2023-06-17T18:55:58.875Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0354f901-b15f-4dbc-9b5a-cf642c917727/c26b9e7d-872b-4cee-b51c-b7660d447c78/1280x720/match/image.jpg Creating a New Contact Use contact records to keep information about people you work with, both internal to your company and external. In this Knowledge on Demand, learn how to enter a contact in the Person Contact application. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5729254163001 156 2018-02-08T19:34:16.291Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5726033177001/enter-a-line-on-a-quote 2021-01-28T02:18:29.657Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/48f8b9b6-1975-42b0-ae0c-99f2c00e6f18/1c3d6d84-7adf-4f6f-8261-c4c8ca9214b2/1272x704/match/image.jpg Enter a Line on a Quote Once you have entered the header information for a quote, you can begin entering line items. In this Knowledge on Demand, we’re going to look at how add a previously existing part and revision onto a quote. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5726033177001 108 2018-02-05T00:01:40.726Z Sales Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5841095269001/reviewing-the-operations-on-a-job-in-the-job-tracker 2023-08-04T15:49:44.775Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/f6c62d6a-c6ad-4906-91c3-46b7554b3d00/c5f3ee40-f23f-4af5-b0d3-37da25a7eeaf/1280x720/match/image.jpg Reviewing the Operations on a Job in the Job Tracker In the Job Tracker, use the sheets under the Operations tab to review the operations required to manufacture the part quantity on the current job. In this Knowledge on Demand, take a tour of the sheets under the Operations tab. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5841095269001 437 2018-09-27T18:52:48.307Z Job Tracker https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5841104057001/reviewing-the-materials-needed-for-a-job-in-the-job-tracker 2023-08-24T14:13:31.310Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3f56de03-7124-4bfa-8fc1-92dceb85980a/c2a959dd-1b08-4078-9040-67fe401b3a2c/1280x720/match/image.jpg Reviewing the Materials Needed for a Job in the Job Tracker In the Job Tracker, use the sheets under the Materials tab to review the materials required to manufacture the part quantity on the current job. In this video, take a look at the sheets under the Materials tab. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5841104057001 441 2018-09-27T19:20:21.172Z Job Tracker https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6088850963001/using-eva-to-create-a-single-line-purchase-order 2019-10-02T16:25:11.000Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c97e87fe-38e2-4d20-b0ff-43953ff66993/7b95cb06-56ea-4764-b36e-0e2e0d132267/1280x720/match/image.jpg Using EVA to Create a Single Line Purchase Order Using EVA to Create a Single Line Purchase Order https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6088850963001 69 2019-09-23T21:47:33.814Z Featured https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5839427114001/duplicate-a-purchase-order 2023-06-19T13:26:15.267Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/4c4f31d4-ec6c-438f-b680-576345380fa7/04536010-de8e-4b31-ac04-cbf977f5b478/1280x720/match/image.jpg Duplicate a Purchase Order In PO Entry, use the Duplicate option to create a new purchase order by copying information from an existing purchase order. This function saves you time if you have a new purchase order that is similar to an existing one. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5839427114001 140 2018-09-24T19:12:36.057Z Featured https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5802198526001/what-is-a-pcid 2023-07-20T01:58:15.286Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/10857c4e-6ad4-4171-8436-3fcdcd59691d/91fb5541-b92e-4c23-88f4-c896ad29f784/1280x720/match/image.jpg What is a PCID? In this video, learn about PCIDs, what they are for, and how you can use them. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5802198526001 154 2018-06-27T13:39:09.602Z Featured https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5773815492001/print-a-quote 2021-02-03T18:13:42.679Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/52217df5-7881-4ce5-9107-dbea2f47a273/95f44056-68fc-43aa-bb31-a44d9d988c37/1272x704/match/image.jpg Print a Quote In this Knowledge on Demand, learn to print a quote within Opportunity/Quote Entry. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5773815492001 56 2018-04-20T12:28:39.300Z Featured https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5700351627001/splitting-records-in-a-grid 2020-04-21T23:19:55.958Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/43415ffe-3193-426c-b4ea-40acab8f58b8/ffd742d9-9331-426d-9925-74045e76e73e/462x270/match/image.jpg Splitting Records in a Grid Learn to split the grid into separate grids to minimize scrolling. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5700351627001 94 2018-01-22T19:23:22.995Z Featured https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6168582576001/come-play-factory-floor-frenzy 2021-05-19T18:58:36.151Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/97c7497a-a980-4fae-83b4-d4ffd6bf6424/4161e7e9-ded2-416c-9a99-f9505836b23d/1280x720/match/image.jpg Come Play Factory Floor Frenzy! Come Play Factory Floor Frenzy! https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6168582576001 81 2020-07-01T15:23:54.537Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6100788348001/processing-an-inspection 2021-11-15T15:04:49.959Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/e059442e-c9ac-4876-9864-30ec71826609/ae5fc629-2611-4483-8515-9f0c80a650ba/1280x720/match/image.jpg Processing an Inspection In this course, see how to use Inspection Processing to enter a quality assurance report. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6100788348001 137 2019-11-05T19:40:53.783Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6100746695001/entering-a-nonconformance-report-for-a-job 2022-06-28T15:44:51.294Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3d9bfb8c-32d5-42be-9b2f-54bddd026b53/8f5fe319-cb3b-4734-9044-04cc9386f138/1280x720/match/image.jpg Entering a Nonconformance Report for a Job In this video, see how to enter a report for damaged or problem material in the Nonconformance window. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6100746695001 60 2019-11-05T17:23:53.157Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6099729469001/understanding-eco-groups 2021-11-15T15:27:42.903Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/99d92641-40ef-472a-bd70-fe4640535094/8c08e3a1-ccd2-4bba-b768-80af7fca8504/1280x720/match/image.jpg Understanding ECO Groups In Epicor Kinetic you must check out a part to an ECO Group in the Engineering Workbench before you can make changes to its method. In this video, learn what an ECO Group is and what it does. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6099729469001 112 2019-11-01T13:03:56.088Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6099726506001/creating-an-eco-group 2021-11-15T15:28:15.290Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/91e18e8f-e39b-4963-8e71-94140b7431df/4b555e47-6ddc-46de-b6f0-740e864f9ec8/1280x720/match/image.jpg Creating an ECO Group In Epicor Kinetic you must check out a part to an ECO Group in the Engineering Workbench before you can make changes to its method. In this video, learn how to enter a new ECO Group. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6099726506001 131 2019-11-01T12:52:18.320Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6084046127001/update-a-burden-code-actual-percentage 2021-02-11T00:00:06.527Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/2e5f4520-5ca6-4397-8628-5e494db47705/6882fa63-aad4-4ff7-99d0-f17be4796e46/1280x720/match/image.jpg Update a Burden Code Actual Percentage Use the Burden Code Actual Percentage program to update the actual burden percentages for the burden codes used in a set. In this video, see how this is done. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6084046127001 75 2019-09-06T13:51:02.946Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6084034254001/creating-a-burden-set 2020-04-21T23:53:17.744Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/32259617-60cd-4679-8e3e-7661c13a2acc/b9b26523-035b-44d2-9c5f-2178457779e0/1280x686/match/image.jpg Creating a Burden Set In Burden Set Maintenance, define a group, or set, of burden codes you want to apply against a project. This burden set controls the provisional percentages used during the invoice preparation process. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6084034254001 137 2019-09-06T13:29:57.210Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6074567582001/creating-a-role-code 2021-03-17T12:00:12.965Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/340f691f-e632-46cd-8f9e-fbb564f3283f/8cb2763b-1b3d-48c8-b975-7800b4ad7d3b/1280x720/match/image.jpg Creating a Role Code Use Role Code Maintenance to create and maintain the role codes you need for projects. These codes define different functions required to complete a Time and Material project and provide the Project Billing process with rates for each role. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6074567582001 124 2019-08-20T00:53:58.452Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6072388523001/entering-a-markup-record 2020-04-21T23:56:36.385Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/f34af699-4eb3-4697-aaa1-8e558f41a167/6edffa87-e48a-4e5d-aa48-d4d9116186f0/1280x720/match/image.jpg Entering a Markup Record Use Markup Maintenance to enter markup percentages for specific part classes or against specific project role codes. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6072388523001 93 2019-08-13T16:37:30.253Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6063158117001/running-the-overload-informer 2020-04-21T23:59:12.458Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/aedda44e-39b2-4755-a769-2a983e81e7a8/a35afb13-c6ea-4504-93c0-a154e8b1b0dc/1280x720/match/image.jpg Running the Overload Informer The Overload Informer displays resources that have work time scheduled above their capacity to complete. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6063158117001 184 2019-07-23T17:02:56.231Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5841104057001/reviewing-the-materials-needed-for-a-job-in-the-job-tracker 2023-08-24T14:13:31.310Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3f56de03-7124-4bfa-8fc1-92dceb85980a/c2a959dd-1b08-4078-9040-67fe401b3a2c/1280x720/match/image.jpg Reviewing the Materials Needed for a Job in the Job Tracker In the Job Tracker, use the sheets under the Materials tab to review the materials required to manufacture the part quantity on the current job. In this video, take a look at the sheets under the Materials tab. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5841104057001 441 2018-09-27T19:20:21.172Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5841095269001/reviewing-the-operations-on-a-job-in-the-job-tracker 2023-08-04T15:49:44.775Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/f6c62d6a-c6ad-4906-91c3-46b7554b3d00/c5f3ee40-f23f-4af5-b0d3-37da25a7eeaf/1280x720/match/image.jpg Reviewing the Operations on a Job in the Job Tracker In the Job Tracker, use the sheets under the Operations tab to review the operations required to manufacture the part quantity on the current job. In this Knowledge on Demand, take a tour of the sheets under the Operations tab. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5841095269001 437 2018-09-27T18:52:48.307Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5819546067001/editing-an-assembly-in-job-entry 2023-06-17T18:51:05.433Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/89b03585-8fc5-494f-b8c8-0da56680ad54/145483da-b675-4196-a5e3-20cb36912cf3/1280x720/match/image.jpg Editing an Assembly in Job Entry Assemblies define the operation hierarchy needed to schedule a job. Each part has one or multiple assemblies. This video illustrates how you edit an assembly wihtin Job Entry. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5819546067001 337 2018-08-08T14:42:05.791Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5819138739001/editing-an-operation-in-job-entry 2023-07-18T15:12:11.346Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/4170a038-5433-45b3-932f-c0cdcda425ae/2fb5cdf6-d4da-44c9-90bf-e41e15aa7a4b/1280x720/match/image.jpg Editing an Operation in Job Entry While you set up a method of manufacturing for a job, edit its operations to reflect the routing this job needs to finish its production quantity. This video describes the operation values you define. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5819138739001 154 2018-08-07T17:29:18.998Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5819110106001/editing-a-material-in-job-entry 2023-08-03T17:19:43.973Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/7362b471-ce99-4312-b47e-d8a9d57f026c/d9743c29-e121-431a-9be0-de482d13031d/1280x720/match/image.jpg Editing a Material in Job Entry After you set up a method of manufacturing in Job Entry, you can edit the materials for it. The material then contains the details to accurately track estimated and actual material costs on the job. Watch to learn material values you can update. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5819110106001 154 2018-08-07T16:57:17.856Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5810241026001/release-a-job-to-production-in-job-entry 2026-02-07T04:31:02.094Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/5502556969001/8afb4aa9-5a31-4728-90d2-2a7f9a5fb37f/main/1280x720/29s768ms/match/image.jpg Release a Job to Production in Job Entry When a job is ready to produce, you need to update its status. See how to do this in this Knowledge on Demand. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5810241026001 60 2018-07-25T15:26:24.397Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5807969620001/understand-the-job-tree-view-in-job-entry 2023-07-17T18:51:49.814Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/dce23532-3575-4219-aba3-a46fb09ada08/bc5d0889-eb49-4570-b2db-d98059a7f71b/1280x720/match/image.jpg Understand the Job Tree View in Job Entry The Job Tree View visually displays the job's method of manufacturing through a tree structure. Use this interface to check, add, update, and remove items on each method. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5807969620001 169 2018-07-11T13:18:59.246Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5806211502001/how-to-get-manufacturing-details-in-job-entry 2023-08-03T16:20:41.329Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/e3a57e3c-7767-4cf8-9c54-3406d3bcb4ef/b432e8b7-1e51-4912-a787-17f76b789dd5/1280x720/match/image.jpg How to Get Manufacturing Details in Job Entry To define the engineering process used to manufacture this job, pull in the part’s existing method of manufacturing. This includes the part’s routing (bill of operations) and bill of materials (materials required to manufacture the part). https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5806211502001 163 2018-07-06T15:09:49.517Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5805752219001/understand-the-job-production-quantity-in-job-entry 2023-08-08T18:47:22.397Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/db94a6f6-e54e-4f54-bda6-b05574994677/5cfb002b-fa03-44cd-8c58-494d3146a868/1280x720/match/image.jpg Understand the Job Production Quantity in Job Entry When you finish creating the demand links for the job, all the quantities on each link are totaled and displayed in the Prod field in the Quantities section. This field is found near the top of the Job sheet. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5805752219001 159 2018-07-05T15:43:39.926Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5738794592001/scheduling-time-definitions 2022-02-21T18:49:42.485Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ed10e8fc-33ac-4ee1-a0e0-b1512c4a39e9/df6a0ed5-33b6-4903-a437-925632087227/1280x720/match/image.jpg Scheduling Time Definitions When calculating how long it will take to complete a job’s production quantity, several factors are considered. In this Knowledge On Demand, I’m going to talk about some time definitions that relate to scheduling. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5738794592001 122 2018-02-22T22:01:06.745Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5734441313001/defining-job-departments 2018-12-06T00:12:50.549Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d3e9422b-f834-4654-bdc1-79c5745bd95f/025d4f45-51bb-43e5-b9a8-be6f36270b35/1028x608/match/image.jpg Defining Job Departments Job departments group together both resource groups and shop employees, such as the Machining Department or the Shipping Department. In this Knowledge on Demand, learn how to enter a job department into the Epicor ERP application. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5734441313001 111 2018-02-15T14:01:28.123Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5729940390001/checking-out-a-part-in-express-part-checkout 2018-12-06T00:13:37.592Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/eb9598a5-06db-4c85-b2aa-7af083afc4c9/5d805cac-1471-433f-83cf-49f9774360cb/1000x592/match/image.jpg Checking Out a Part in Express Part Checkout The Express Part Checkout window is used just for checking out parts.When you run this program, you can simultaneously check out a part revision, create a new ECO Group, and launch the Engineering Workbench. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5729940390001 91 2018-02-09T14:20:52.783Z Production Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6030391283001/using-case-entry 2019-04-30T16:10:13.297Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3e28b2a4-63e1-43a2-b587-99c0b6f717f9/4f9f5cc9-7b96-44aa-8741-7c49f8e94d5f/1280x691/match/image.jpg Using Case Entry In this Knowledge on Demand, see how to use Case Entry. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6030391283001 168 2019-04-26T19:12:57.925Z Senior Living Solutions https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6029580357001/creating-community-care-billing-codes 2019-04-30T16:09:54.018Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/2f07b3c1-5c69-4e03-8181-e80f451daf62/a094fede-f04f-45a3-a6af-5b9f47f06853/1280x720/match/image.jpg Creating Community Care Billing Codes In this Knowledge on Demand, see how to create billing codes in Community Care. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6029580357001 97 2019-04-24T19:54:38.404Z Senior Living Solutions https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6030396905001/entering-community-care-opportunities 2019-04-30T16:09:59.647Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d51cfb10-1d46-4747-bef3-5b7326bd512a/a3e7d84d-d424-4584-8f92-c00ca630df01/1280x687/match/image.jpg Entering Community Care Opportunities In this Knowledge on Demand, see how to enter a Community Care opportunity. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6030396905001 137 2019-04-26T19:30:16.924Z Senior Living Solutions https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6030372912001/understanding-community-care-budgets 2019-04-30T16:10:00.522Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/03ed9639-92e6-4f90-89d2-20eda3370d63/a511b812-3b64-4aeb-b83d-da4802bd9c27/945x720/match/image.jpg Understanding Community Care Budgets In this Knowledge on Demand, learn the basics of Community Care Budgets. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6030372912001 189 2019-04-26T18:36:45.150Z Senior Living Solutions https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6030370128001/understanding-community-care-features-in-an-employee-record 2019-04-30T16:10:01.207Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0d68aab5-1a32-4f57-89d7-279744aa8030/337a5d90-7cb2-4296-b543-397d365adf57/1221x720/match/image.jpg Understanding Community Care Features in an Employee Record In this Knowledge on Demand, learn about specific fields in the Employee record that apply to Community Care. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6030370128001 75 2019-04-26T18:16:10.461Z Senior Living Solutions https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6030364701001/creating-an-employee 2019-04-30T16:10:06.492Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/99bc2393-a2c7-4de4-88c4-82a66c02e24a/7eee60e4-e134-47f2-91d9-64d86fe435ef/1221x720/match/image.jpg Creating an Employee In this Knowledge on Demand video, see how to create an employee record. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6030364701001 83 2019-04-26T17:51:15.144Z Senior Living Solutions https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6030347835001/creating-service-visits 2019-04-30T16:10:09.710Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0e154e12-9efd-4e2a-80b6-6adff58dbe19/70aebb24-65de-4cd9-a181-60c1975173b8/1213x720/match/image.jpg Creating Service Visits In this Knowledge on Demand, learn how to create a Service Visit. Service Visits https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6030347835001 212 2019-04-26T16:57:28.989Z Senior Living Solutions https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6030357447001/using-service-plan-maintenance 2019-04-30T16:10:13.738Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/64f7c0da-d087-43b7-a30c-01b614dc92eb/ae464572-4fc1-433b-9f61-686c3f65dc69/1223x720/match/image.jpg Using Service Plan Maintenance In this Knowledge on Demand, see how to use Service Plan Maintenance. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6030357447001 117 2019-04-26T17:25:49.148Z Senior Living Solutions https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6030402206001/generating-billing-runs 2019-04-30T16:10:13.107Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d487302a-61d5-4d7d-b369-7ba078eab76c/4bd39bac-4b54-4667-a2cd-e619914fd33d/960x720/match/image.jpg Generating Billing Runs In this Knowledge on Demand, learn how to generate billing runs. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6030402206001 141 2019-04-26T19:49:57.936Z Senior Living Solutions https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6029570610001/creating-a-community-care-client 2019-04-30T16:09:55.396Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3e617bd5-253a-411e-98eb-59c4e95715da/c3b2d16d-048a-418e-afad-9b8ef77c7249/1268x720/match/image.jpg Creating a Community Care Client In this Knowledge on Demand, learn how to enter a Community Care client. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6029570610001 175 2019-04-24T19:41:05.373Z Senior Living Solutions https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6030411679001/creating-community-care-billing-schedules 2019-05-07T13:05:53.136Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/4a677a5d-6066-4858-bb60-794dae08398c/c488ac2a-8e34-4e21-ac9e-2a96b3968db5/1280x720/match/image.jpg Creating Community Care Billing Schedules In this Knowledge on Demand, learn how to create Customer Care Billing Schedules. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6030411679001 132 2019-04-26T20:10:24.303Z Senior Living Solutions https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6197645290001/creating-tasks-and-showing-task-list-from-eva 2021-05-19T19:01:11.530Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ffa02c9d-740e-4351-98da-ee074c658e71/5cebbdbe-9cc6-4f96-9fc2-d841255da275/1280x720/match/image.jpg Creating Tasks and Showing Task List from EVA E.V.A., or Epicor Virtual Assistant is ready to help display, create and add new tasks for you and your team. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6197645290001 178 2020-10-24T16:21:23.825Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6200690691001/emailing-documents-directly-from-eva 2021-05-19T19:03:32.280Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/683c3a74-8479-48de-88f4-bebb49550247/ab383c1d-5406-4eef-ab97-178936531ee3/1280x720/match/image.jpg Emailing Documents Directly from EVA Email documents directly from EVA, your intelligent, voice-activated agent designed to execute and simplify daily tasks. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6200690691001 99 2020-10-15T14:41:38.686Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6193469269001/epicor-collaborate 2023-07-05T19:18:04.932Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/18638c8a-e5bb-45c0-8ac8-6fdc3514cefd/3002eda4-9ba5-4396-a5f1-af71bd733a01/1280x720/match/image.jpg Epicor Collaborate Epicor Collaborate lets you connect your organization like never before. Sit back and relax for a few minutes to learn about Epicor Collaborate and what it can do for you! https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6193469269001 168 2020-09-22T15:50:36.263Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6168582576001/come-play-factory-floor-frenzy 2021-05-19T18:58:36.151Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/97c7497a-a980-4fae-83b4-d4ffd6bf6424/4161e7e9-ded2-416c-9a99-f9505836b23d/1280x720/match/image.jpg Come Play Factory Floor Frenzy! Come Play Factory Floor Frenzy! https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6168582576001 81 2020-07-01T15:23:54.537Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6128310414001/understandingmassreceipt 2023-08-08T18:53:36.523Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ae6b1685-25c0-4307-894b-6b0f5c6886ff/18fe64fb-687d-4677-aa61-e3aaf92ef672/1280x720/match/image.jpg UnderstandingMassReceipt In this video, see how to use the Mass Receipt functionality. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6128310414001 177 2020-01-30T15:26:29.343Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6101279604001/create-multiple-releases-on-a-purchase-order 2023-07-17T15:18:02.685Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/5502556969001/dc2a8015-3748-4a45-88fa-41103e12d1b9/main/1280x720/1m26s924ms/match/image.jpg Create Multiple Releases on a Purchase Order In this video, see how to create a line item with multiple releases on a purchase order. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6101279604001 174 2019-11-07T02:23:12.856Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6093476881001/net-change-or-regenerative-processing-in-generate-purchase-orders 2019-10-09T16:20:19.032Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/69660159-d9fc-4ba5-8414-142aadebe143/36ad9945-0749-419a-807f-e31ee1465973/1280x720/match/image.jpg Net Change or Regenerative Processing in Generate Purchase Orders Learn the difference between the Net Change and Regenerative processing options in Generate Purchase Orders. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6093476881001 131 2019-10-09T16:08:12.269Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6088850963001/using-eva-to-create-a-single-line-purchase-order 2019-10-02T16:25:11.000Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c97e87fe-38e2-4d20-b0ff-43953ff66993/7b95cb06-56ea-4764-b36e-0e2e0d132267/1280x720/match/image.jpg Using EVA to Create a Single Line Purchase Order Using EVA to Create a Single Line Purchase Order https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6088850963001 69 2019-09-23T21:47:33.814Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6088808756001/using-eva-to-approve-a-purchase-order 2019-09-23T18:38:30.241Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c333f435-eaff-4abf-9795-c10271c28e48/a64bb94b-6a86-44cb-802e-5e8a3f31430a/1280x720/match/image.jpg Using EVA to Approve a Purchase Order The Epicor Virtual Agent, or EVA, is the personification of intelligence that you can use to review, edit, and create records through your mobile device. For this example, you’ll see how to use EVA to approve a purchase order. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6088808756001 105 2019-09-23T18:34:55.488Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6056721510001/creating-bin-attributes 2021-03-03T00:19:31.685Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/5bbaf198-1fbe-4d15-8ec9-19d6063c86bc/8b1133f7-b41b-4e0d-9976-4f444feb0c3e/1280x720/match/image.jpg Creating Bin Attributes In this Knowledge on Demand, learn how to create a bin attribute. In Epicor ERP, you can define your own attributes and then assign those attributes – or qualities – to each bin. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6056721510001 69 2019-07-08T22:38:54.675Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6047435986001/defining-bin-sizes 2021-02-13T12:00:08.132Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/6183930a-ff84-4ac0-8bf6-aaa74a143025/4023434a-a980-4783-bc34-7ece48c2b6a1/1280x720/match/image.jpg Defining Bin Sizes In this Knowledge on Demand, learn to set up bin sizes using Warehouse Bin Size Group Maintenance. Bin size groups define height, length, width, and volume sizing information for each bin. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6047435986001 99 2019-06-12T15:37:44.898Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6013003587001/entering-a-purchase-point-for-a-supplier 2021-02-18T12:00:27.604Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/2361aa45-217c-4f91-a3c9-3121f862df71/6708115d-462d-43c6-8c58-c5853e55eabb/1280x720/match/image.jpg Entering a Purchase Point for a Supplier In Epicor ERP purchase points are locations from which a supplier ships material or provides services. Watch this video to learn how to add a purchase point to a supplier record. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6013003587001 86 2019-03-12T12:41:32.022Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5853627798001/using-the-handheld-to-remove-a-quantity-from-a-pcid 2020-04-21T23:38:15.291Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c6ded071-aad7-4c7d-99c3-7265794aa51a/88808ddb-9b1a-4981-9e7e-8af073ddbb81/1280x720/match/image.jpg Using the Handheld to Remove a Quantity from a PCID You can remove material from a PCID and return it to stock using the handheld, using an option called Split PCID to Stock. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5853627798001 66 2018-10-26T02:48:03.605Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5853603548001/use-build-split-merge-to-remove-a-quantity 2018-12-05T23:58:54.710Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c0121012-fd97-4c9e-81a7-8b2db52167d0/7c630816-0286-43c5-ac89-fa70d0c25a90/1280x720/match/image.jpg Use Build/Split/Merge to Remove a Quantity To remove a quantity from a PCID on the ERP application, use the PCID Build/Split/Merge window. In this video, see how to remove a full or partial quantity of a line item. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5853603548001 68 2018-10-26T01:14:02.182Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5839819209001/mass-print-purchase-orders 2023-07-17T15:28:06.147Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/8d97d16e-c4fb-44bb-b68f-250746db1313/ad4e3d51-09c0-458e-81de-45d5a426f63a/1280x720/match/image.jpg Mass Print Purchase Orders Use the Mass Print selection on the Actions menu in Purchase Order Entry to produce printed purchase orders for all orders that have been marked for mass printing. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5839819209001 129 2018-09-25T14:32:49.917Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5839427114001/duplicate-a-purchase-order 2023-06-19T13:26:15.267Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/4c4f31d4-ec6c-438f-b680-576345380fa7/04536010-de8e-4b31-ac04-cbf977f5b478/1280x720/match/image.jpg Duplicate a Purchase Order In PO Entry, use the Duplicate option to create a new purchase order by copying information from an existing purchase order. This function saves you time if you have a new purchase order that is similar to an existing one. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5839427114001 140 2018-09-24T19:12:36.057Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5838313042001/add-a-line-to-a-new-purchase-order 2023-06-22T18:12:24.142Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/a9c0854a-23a3-4653-9c71-ec457ec9aef4/100beba5-445c-4b82-bfd2-9b15eb12defb/1280x720/match/image.jpg Add a Line to a New Purchase Order In this video, see how to enter a typical purchase order line. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5838313042001 222 2018-09-21T20:31:16.401Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5838198362001/enter-a-new-purchase-order 2023-06-17T18:50:39.348Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/5502556969001/d51824c2-c5e1-43c9-9cdd-66eda3248371/main/1280x720/1m12s423ms/match/image.jpg Enter a New Purchase Order Purchase Order Entry is used to enter and print new purchase orders and to make changes to existing purchase orders. In this Knowledge on Demand, see how to enter a new purchase order from scratch. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5838198362001 145 2018-09-21T15:28:26.455Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5830714388001/creating-a-dynamic-label 2020-04-21T23:44:22.665Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/6858356e-d7cc-44ca-85f4-175d50fd1a2e/3950fd6b-4fdc-4f1f-a849-9ebd689545bc/1280x720/match/image.jpg Creating a Dynamic Label Use Package Control Label Type Maintenance to determine, based on the label type, what Control ID number generates as the PCID for the label and the label format that prints for the current site. In this video, see how to print a dynamic label. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5830714388001 76 2018-09-04T18:58:25.330Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5830714653001/creating-a-static-label 2020-04-21T23:45:05.520Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/8d25e17b-2cf3-4bd2-9d6f-5591bb2de649/065e1ec7-2643-4b21-915d-b735f8373842/1280x720/match/image.jpg Creating a Static Label Use Package Control Label Type Maintenance to determine, based on the label type, what Control ID number generates as the PCID for the label and the label format that prints for the current site. In this video, see how the window works. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5830714653001 55 2018-09-04T18:52:04.850Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5830615948001/activating-a-control-id 2020-04-21T23:45:58.599Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/aab96584-3738-457d-84fc-f63977141d5c/dc00b792-4a2b-4dd4-a22d-a7d2d0f3d798/1280x720/match/image.jpg Activating a Control ID After you create a Control ID and add segments, you must activate a Control ID to make it accessible at the company level. In this video, you see how to activate a control ID. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5830615948001 51 2018-09-04T14:55:43.345Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5830610468001/create-a-control-id 2018-12-06T00:00:48.694Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/6cec6d1e-a56b-4867-90b0-33604d3f18a3/d486d6b2-b1c9-42c3-b9de-5b98d73cdf71/1024x544/match/image.jpg Create a Control ID In Control ID Maintenance create the Control ID codes and define the parameters of a Control ID including its ranges and how the segments generate for the entire company. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5830610468001 86 2018-09-04T14:28:24.683Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5830603814001/creating-package-types 2021-02-17T00:00:39.693Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/8b1ee8a9-8ae3-4daa-b22c-8372e5844e5b/cdae6e67-c166-4312-9899-b97c2470209a/1280x720/match/image.jpg Creating Package Types Use Package Type Maintenance to define package type codes stored in the PackingType table. Package Type codes represent user-defined packaging classification types (for example, cardboard box, shipping container, pallet). https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5830603814001 53 2018-09-04T14:07:54.673Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5829407214001/setting-up-part-configurations 2020-04-21T23:47:51.352Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3dafcecc-df6d-48b1-aa0a-b05378b7253b/0f3969ab-a1c1-4ba4-ae06-f78379a3a97f/1272x656/match/image.jpg Setting Up Part Configurations Design configurations to set up part options that then display on Dealer Portal. The inputs you create on a configuration appear as combo boxes, check boxes, and other fields within Dealer Portal. Learn to begin setting up a web configuration. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5829407214001 101 2018-08-31T17:20:09.535Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5824979811001/enabling-pcid-for-a-site 2020-04-21T23:48:33.814Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/edaeb81f-e626-46c8-8d9c-ec0c30e1da47/031229a3-40f6-43de-a473-9d75b938e669/1024x544/match/image.jpg Enabling PCID for a Site Site Configuration Control enable the Package Control functionality for a site. In this video, learn about this and several other PCID settings in Site Configuration. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5824979811001 90 2018-08-21T18:44:56.649Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5802198526001/what-is-a-pcid 2023-07-20T01:58:15.286Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/10857c4e-6ad4-4171-8436-3fcdcd59691d/91fb5541-b92e-4c23-88f4-c896ad29f784/1280x720/match/image.jpg What is a PCID? In this video, learn about PCIDs, what they are for, and how you can use them. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5802198526001 154 2018-06-27T13:39:09.602Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5743042988001/manifest-information-fields-in-part-maintenance 2018-12-06T00:02:33.194Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/801c7ecb-ab43-400d-ad69-883158388c98/8fd42a5f-658e-4037-91d3-e226e7be3cb0/1232x720/match/image.jpg Manifest Information Fields in Part Maintenance Use the Fair Market Value and BOL Class fields in Part Maintenance to specify fair market values and BOL class information used for part LTL and international shipment. In this Knowledge on Demand, take a look at these fields. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5743042988001 69 2018-03-01T14:08:38.807Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5736577603001/creating-a-part-class 2021-03-17T00:00:47.934Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/196360e3-1131-415d-a907-623f2bac8a3b/c750494f-6f17-48e7-9602-119b0d7993ba/1280x720/match/image.jpg Creating a Part Class Part classes categorize and organize your parts. Part classes are used for reporting purposes and also define information about parts stored within inventory. In this Knowledge On Demand, learn to create one. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5736577603001 200 2018-02-19T14:38:37.286Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5727152069001/entering-a-restricted-substance-record 2020-04-21T23:51:20.499Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/719af6ff-851c-4abf-a329-cbda6c95461d/27ed6e44-5d69-4df1-83a7-ed7e56992697/924x588/match/image.jpg Entering a Restricted Substance Record In this Knowledge On Demand, see how to enter hazardous substances within Substance Maintenance. Examples of hazardous substances include Lead (Pb), Mercury (Hg), and Cadmium (Cd). https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5727152069001 65 2018-02-06T13:45:27.640Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5647799630001/accessing-warranty-information-in-customer-shipment-entry 2021-03-05T12:04:45.871Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/7d519516-d3a0-4935-98ce-d7ae7ae9956e/54e464f4-7631-44b0-b003-62917f0a2410/1280x720/match/image.jpg Accessing Warranty Information in Customer Shipment Entry Learn to add or change a warranty code at the moment of shipment in Customer Shipment Entry. You can also maintain or change the warranty activation effective dates. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5647799630001 60 2018-01-22T19:23:24.519Z Material Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6265886592001/a-tour-of-task-sets 2021-08-25T22:33:06.033Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/fd0ad108-6fc3-4c06-94a2-19ff36366709/6c852549-0b07-48ee-88fc-e13fd6f00829/1280x720/match/image.jpg A Tour of Task Sets Use Task Sets to manage processes in Case Management, Customer Relationship Management, Engineering, and Time and Expense Management. In this video, tour an example of a Task Set to manage the Help Desk process. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6265886592001 208 2021-07-30T16:43:33.391Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6166945672001/accessing-the-main-menu-in-the-kinetic-home-page 2023-07-20T01:48:32.392Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/20199f7f-9278-4d08-a5d8-67e763d8ee07/ec95faf1-8fa1-4176-af57-6d27c5fe4078/1280x720/match/image.jpg Accessing the Main Menu in the Kinetic Home Page See how to Access the Main Menu in the Kinetic Home Page. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6166945672001 52 2020-06-24T15:59:18.286Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5650279255001/add-a-memo-to-a-record 2021-09-09T00:26:02.919Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/8f26618d-571b-4281-a637-6c3892ad7a3c/3b3fb9d4-d91f-40a7-929e-2d4e7b418678/1280x720/match/image.jpg Add a Memo to a Record Use memos to enter internal notes or other text related to parts, quotes, customers, suppliers, and employees. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5650279255001 123 2018-01-22T19:23:23.486Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5702177967001/add-an-image-to-the-database 2021-09-09T00:25:57.585Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/5502556969001/595cfff2-3f67-4200-a1f6-578c3db610b8/main/1280x720/54s706ms/match/image.jpg Add an Image to the Database In this Knowledge on Demand, learn to use Image Maintenance to import a single image from outside of the application to the Epicor Kinetic database. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5702177967001 109 2018-01-22T19:23:23.001Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6154476680001/adding-a-widget-to-the-kinetic-home-page 2021-11-15T17:58:21.974Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/7c827276-fc38-45b6-8607-035e7c0a4f76/1548e371-29cc-4bd7-af28-4be3a61de0be/1280x720/match/image.jpg Adding a Widget to the Kinetic Home Page Watch this short video to learn how to add a widget, like an application link, to your Kinetic Home Page. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6154476680001 132 2020-05-05T21:34:07.082Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6194634595001/adding-google-drive-and-dropbox-attachments 2021-11-15T16:09:12.591Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c6a3aaf3-6794-42b2-b075-4a6379ed7d40/a8434299-576d-4e94-ac02-9fee38271097/1280x720/match/image.jpg Adding Google Drive and Dropbox Attachments Easily access file attachments from a shared drive on Google Drive or Dropbox. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6194634595001 123 2020-10-24T16:20:02.222Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5650296076001/adjust-grid-column-widths-in-a-program 2021-09-04T00:22:01.812Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/caa51923-ca7a-4ef5-a0fb-303e293f20b4/f178f378-96f7-4de5-b5b2-ef839bb6df62/1280x720/match/image.jpg Adjust Grid Column Widths in a Program Learn to adjust the width of columns in a grid to display more or less information in that column. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5650296076001 58 2018-01-22T19:23:23.156Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5830608132001/assign-a-role-to-an-employee 2021-09-08T00:18:10.187Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/2dd6af32-fd73-4397-b912-77c6acf89d3c/f22e775d-7518-41ea-9d1e-1260c2523cc2/1280x720/match/image.jpg Assign a Role to an Employee You can set up employees with certain roles. Each role serves a purpose and defines certain priveleges the employee has or does not have. In this video, see how to change an employee's roles. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5830608132001 111 2018-09-04T14:18:11.780Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5700409367001/attach-a-file-to-a-record 2022-07-05T20:05:49.368Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/947c88d5-6623-456b-aedd-cd2f29678f03/265c2c17-b326-4ed3-a1d5-8496d0511a88/1280x720/match/image.jpg Attach a File to a Record Learn to attach a file to a record using either Drag & Drop or the attachment menu. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5700409367001 164 2018-01-22T19:23:23.567Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6162146977001/changing-the-company-in-the-kinetic-home-page 2021-09-03T00:14:14.394Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/929c192a-d1d6-4a83-b6c0-5f85a3c7f939/04c50504-3d5c-48dd-be95-1150367bad08/1280x720/match/image.jpg Changing the Company in the Kinetic Home Page See how to change the company in the Kinetic Home Page. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6162146977001 54 2020-06-06T21:03:10.049Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6162146401001/changing-the-language-in-the-kinetic-home-page 2021-09-05T00:25:15.493Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c6dc85cd-5afa-4c74-9d21-e2f773711120/c2a17eb6-5a45-434f-935b-a0111703db62/1280x720/match/image.jpg Changing the Language in the Kinetic Home Page See how to change the language that displays in the Epicor Kinetic application using the options on the Home Page. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6162146401001 34 2020-06-06T20:51:21.515Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6151834945001/changing-the-user-on-the-kinetic-home-page 2021-09-03T12:13:10.157Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/34312c9a-8227-4ab2-82cb-5bbf2a4fd7dd/975bac6d-e8b2-41c7-8816-020fcae7868b/1280x720/match/image.jpg Changing the User on the Kinetic Home Page Watch this video to learn how to change users on the Kinetic Home Page. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6151834945001 46 2020-04-24T13:06:39.518Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6166942464001/changing-the-workstation-in-the-kinetic-home-page 2021-09-11T00:21:36.481Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/45293ffe-c33c-4c0b-8d0a-2c90ec2121b8/f36feeb3-272c-4c0f-bd60-2ca914c77fe9/1280x720/match/image.jpg Changing the Workstation in the Kinetic Home Page See how to change the workstation you are logged into while using the Kinetic Home Page. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6166942464001 46 2020-06-24T15:44:39.369Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6131642051001/comparing-entry-screens-and-their-trackers 2021-09-04T12:04:04.091Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/93b2b5ec-5d3b-41fe-b68c-fd3a65a1d721/25228836-bf4f-4954-a42b-c63fa324a4cd/1280x720/match/image.jpg Comparing Entry Screens and Their Trackers In this video, learn about the Trackers that display the information entered through application entry screens. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6131642051001 141 2020-02-11T19:30:08.235Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5737754860001/copying-and-pasting-grid-data 2021-11-15T16:07:58.217Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/a98f5d6d-7692-4ad4-9d57-aee2e45d3a24/c497db23-bb79-4541-b6d6-4364a2b618e1/1280x720/match/image.jpg Copying and Pasting Grid Data Learn to copy data from grids in order to paste it into a spreadsheet application such as Microsoft Excel. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5737754860001 139 2018-02-21T12:59:27.106Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5702154981001/create-an-image-subcategory 2022-02-21T18:49:27.092Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/92a294ec-d3ed-4dc1-ac92-8e17d6427c52/1ba52a9e-0de3-4c09-bdeb-16f2fbb16f3e/1280x720/match/image.jpg Create an Image Subcategory In this Knowledge on Demand, see how to use Image Category Maintenance to set up subcategories within a category of images. Use this tagging structure to keep your images organized by type or use. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5702154981001 86 2018-01-22T19:23:24.093Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6012187676001/creating-a-buyer 2021-09-12T00:19:18.178Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/7da939c0-2346-448b-b759-affb7b873282/483e68b2-9983-4b48-b105-f2b36a94e78d/1280x720/match/image.jpg Creating a Buyer Users whose job it is to enter purchase orders must have a buyer record. It is through the buyer record that Epicor Kinetic keeps the buying process secure, based on each buyer’s user ID. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6012187676001 98 2019-03-10T14:06:53.132Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6036032670001/creating-a-new-work-force-record 2021-09-04T12:04:43.403Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/e222aae5-b7e6-4930-8abc-46ebc44d9109/71ae2e12-4269-4b5e-b6de-a13e51cdc74e/1280x720/match/image.jpg Creating a New Work Force Record In this video, see how to enter a Work Force record. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6036032670001 135 2019-05-13T13:09:52.221Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6029529930001/determining-how-an-employee-is-paid 2019-04-30T16:10:10.484Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d0d7f421-4821-425c-bc41-57f09f77616f/d4c7aa98-feac-493e-879d-f7c75a04e7ec/1280x720/match/image.jpg Determining How An Employee is Paid Use the fields on the Payroll > Detail sheet in Payroll Employee Maintenance to indicate how an employee is paid by your organization https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6029529930001 156 2019-04-24T17:18:51.779Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5700434587001/display-or-delete-an-attached-file 2023-07-05T19:10:41.249Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/5a513944-e318-4bce-8d6e-28dfdf44bd7e/8685b6b5-ea89-44df-af11-27a1d74fa49e/1280x720/match/image.jpg Display or Delete an Attached File Learn how to view a file that is attached to a record or how to delete an attachment. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5700434587001 64 2018-01-22T19:23:24.416Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6096864148001/entering-a-task-for-a-task-set 2021-09-08T00:19:11.597Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d2d221f0-b986-4584-acdd-111ad5071aac/2c0cf674-3786-42dc-abc1-a1beadb974e7/1280x720/match/image.jpg Entering a Task For a Task Set A Task Set is a workflow, or standard process, made up of multiple steps called tasks. In this video, see how to create a task in Epicor Kinetic. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6096864148001 135 2019-10-22T21:53:43.940Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6096816597001/entering-a-task-set---classic 2021-07-30T16:39:22.981Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/4b4a7bf1-63cd-4591-bd17-94e837e2b2bd/fbfa2062-76c8-416d-b2a9-49364434aecb/1280x720/match/image.jpg Entering a Task Set - Classic A Task Set is a workflow, or standard process, made up of multiple steps called Tasks. Use Task Sets for processes in Case Management, Customer Relationship Management, Engineering, and Time and Expense Management. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6096816597001 173 2019-10-22T18:34:14.426Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6029525436001/entering-deductions-for-a-payroll-employee 2023-06-17T18:55:48.042Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/bc431e74-8256-445d-a622-01470f660db3/2eb7213f-a632-4962-b48a-f244eac80c80/1280x720/match/image.jpg Entering Deductions for a Payroll Employee In Payroll Employee Maintenance, use the fields on the Deductions sheet to enter voluntary deductions for an employee. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6029525436001 112 2019-04-24T17:25:07.677Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5713521263001/exporting-an-image-from-epicor-kinetic 2021-09-12T00:19:05.570Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/b06f43c3-57ca-460a-89f9-7386a019873f/6bd9a921-7f21-474b-94ad-70729ca23398/1280x720/match/image.jpg Exporting an Image from Epicor Kinetic You can use the Image Export option in Image Maintenance to export images from your Kinetic database. In this Knowledge on Demand, see how this is done. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5713521263001 81 2018-01-22T19:23:24.800Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6132328805001/fixing-an-unintentional-layout-change-in-the-classic-interface 2021-07-21T17:27:07.848Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0898b91e-1136-4dae-9fda-321415941bb8/fb4c8bca-2758-44de-bf02-5434a52665d4/1280x720/match/image.jpg Fixing an Unintentional Layout Change in the Classic Interface In this video, you can reorganize the display of a program to suit how you use it. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6132328805001 172 2020-02-13T20:12:21.975Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6064821065001/foundations-for-erp 2019-07-28T16:18:53.106Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c9ad0049-c478-41b0-8599-0cb7bd18fbda/6475c5a2-5df5-497c-9b13-efe55772cd97/1280x720/match/image.jpg Foundations for ERP If you are just implementing your system or you’re learning Epicor ERP for the first time, the courses in the Foundations for Epicor ERP agenda are the absolute BEST place for you to start! https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6064821065001 137 2019-07-28T16:04:53.337Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5687383797001/grouping-related-records-in-a-grid 2022-02-22T12:00:05.426Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/fd08f7c0-3548-42ca-b2f2-7392c0a846df/8fdee480-560c-4f12-b732-b720e61864c9/1280x720/match/image.jpg Grouping Related Records in a Grid Some grids have functionality that allows you to group data by a specific column heading. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5687383797001 54 2018-01-22T19:23:23.737Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5712849515001/importing-an-image-directory-into-the-database 2020-04-21T23:14:08.595Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d17e33f9-3150-4514-9e44-16049a918dd5/bc8925c5-2bbc-4306-905f-fa2ec1898bcf/1128x576/match/image.jpg Importing an Image Directory into the Database Learn to import an entire directory of images using the Import Images option on the Actions menu in Image Maintenance. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5712849515001 141 2018-01-22T19:23:24.732Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5707787374001/importing-images-into-the-database 2020-04-21T23:14:19.274Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d2d84de4-33dd-4d48-864f-2286c6bda306/b0731d39-b9bf-44f6-a346-1fb1b1e3e4f4/440x270/match/image.jpg Importing Images into the Database Learn to use the Import Images option on the Actions menu in Image Maintenance to import multiple images at the same time into the database. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5707787374001 121 2018-01-22T19:23:24.096Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6158386662001/introduction-to-kinetic-foundations 2021-09-05T00:02:10.299Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/dfac3f0b-091b-4bad-af49-8871e47d033d/54581c3b-95be-47f6-a896-9bf56efc074a/1280x720/match/image.jpg Introduction to Kinetic Foundations Epicor University has released a series of Foundations courses that show how to use the Kinetic interface. To take these courses, log into the Epicor Learning Center and take the Foundations - Kinetic agenda. Watch this video to learn more. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6158386662001 54 2020-05-21T21:29:51.268Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6259023365001/navigating-epicor-kinetic 2022-05-14T17:25:23.386Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/7d5bcce8-c355-4dde-bb1f-a2e9b631fffe/991fda15-386b-4077-8a3c-def52e3fa19b/1280x720/match/image.jpg Navigating Epicor Kinetic Learn how easy it is to navigate Epicor Kinetic. Explore home page options, reduce clicks with the crumb bar, adding hot keys and more. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6259023365001 260 2021-06-15T19:04:50.248Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6351739854112/navigating-epicor-kinetic-spanish---latin-america 2024-04-25T12:57:12.166Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ade49fbd-6504-4760-9cd8-4d627e8671d7/ca6b6095-05fd-4d93-85e0-91805b76dff4/1280x720/match/image.jpg Navigating Epicor Kinetic (Spanish - Latin America) Learn how easy it is to navigate Epicor Kinetic. Explore home page options, reduce clicks with the crumb bar, adding hot keys and more. Espanol Ref. 6259023365001 https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6351739854112 233 2024-04-25T12:52:21.862Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5837221329001/publishing-a-system-layout-so-users-can-apply-it 2021-08-25T22:14:49.540Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/24308339-e233-42d9-bfb2-3ffd16a12386/cda27278-0dc0-4b72-873a-5313d99771d8/1280x720/match/image.jpg Publishing a System Layout so Users Can Apply It Before users on the Epicor ERP application can use a pre-defined system layout, a security manager must publish that layout. In this Knowledge On Demand, you'll seehow to do that. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5837221329001 139 2018-09-19T20:21:23.772Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5687424433001/reordering-columns-in-a-grid 2021-09-05T12:10:30.158Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/6870d56a-b203-4d49-8a6d-9350abac2365/3bfe1488-9268-4f30-b879-f41d0a2c0e6d/1280x720/match/image.jpg Reordering Columns in a Grid Learn to move columns in a grid to re-arrange data. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5687424433001 82 2018-01-22T19:23:22.926Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5836538019001/reviewing-sales-orders-and-quotes-layout 2025-01-22T08:00:26.823Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/9297405f-7130-4745-ba52-a55b9782f42c/050d4b4c-2860-4caf-93f8-225a860dfd1f/1280x720/match/image.jpg Reviewing Sales Orders and Quotes Layout In this video we examine the widgets in the Sales Orders and Quotes widget group in the Supply Chain System Layout. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5836538019001 69 2021-04-26T14:27:23.043Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6110960075001/setting-up-ship-via-codes 2021-03-16T17:23:41.796Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/eaaa1c14-10f5-4fcc-85f0-0c415ae6d567/534fe19b-a9a1-4d8b-afeb-2a39d8c48716/1280x720/match/image.jpg Setting Up Ship Via Codes Use the Ship Via Maintenance window to identify different methods for shipping products to customers or subcontractors. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6110960075001 133 2019-12-01T23:27:56.632Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5687437888001/sorting-records-in-a-grid 2021-09-09T00:27:49.321Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/57deaecb-f76a-4f38-a32e-3fdbfd45eb15/68361acf-6768-4f5f-ba90-d00600148e26/1280x720/match/image.jpg Sorting Records in a Grid Learn to change the sequence of records in a grid list. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5687437888001 88 2018-01-22T19:23:24.432Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5700351627001/splitting-records-in-a-grid 2020-04-21T23:19:55.958Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/43415ffe-3193-426c-b4ea-40acab8f58b8/ffd742d9-9331-426d-9925-74045e76e73e/462x270/match/image.jpg Splitting Records in a Grid Learn to split the grid into separate grids to minimize scrolling. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5700351627001 94 2018-01-22T19:23:22.995Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5688471335001/summarize-data-in-a-grid 2020-05-22T14:21:30.359Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/f3012fe4-0903-4999-bfd9-f8f66f810d87/73546dc9-292a-44c4-ad37-dde24d9a68d1/1280x720/match/image.jpg Summarize Data in a Grid Certain grid and tracker fields can be set up so that they will display summarized data. If a column's data can be summarized, a Sigma will appear on the column. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5688471335001 81 2018-01-22T19:23:23.560Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6154171875001/using-a-published-kinetic-layout-as-your-own 2021-09-07T00:16:35.297Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/7699e40f-8ae9-44de-ae73-9ab15fa49613/69e5ddfd-c27c-487d-8f98-37a536a9c45b/1280x720/match/image.jpg Using a Published Kinetic Layout as Your Own Published Layouts for the Home Page, may be just what you need, or can get you started on your personalization. Watch this video to see how to use them. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6154171875001 99 2020-05-04T22:10:40.244Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5727178970001/using-dynamic-date-options 2022-07-05T19:26:56.180Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/53ee14ff-b5b7-4ac1-9fab-afdae3bb5448/5c306dfb-4088-4fb1-b8c9-85c005c41d49/1280x720/match/image.jpg Using Dynamic Date Options When report windows have date fields, these fields also have accompanying Dynamic check boxes. When you select a Dynamic check box, you can indicate the report generates using a repeating parameter for the date value. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5727178970001 121 2018-02-06T14:21:44.398Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5721789163001/using-report-defaults 2022-02-21T18:49:04.690Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c1e5462a-8071-43c8-9ccf-a5c0970f566d/566335c0-4a9c-45f7-b7e7-032651838a90/1280x720/match/image.jpg Using Report Defaults The Actions menu contains the Report Defaults options. Use this menu to save and change the report defaults. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5721789163001 128 2018-01-29T18:36:57.457Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6130107521001/using-the-context-menu 2022-02-21T18:50:14.288Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/06dbf7d1-fce9-45e3-a475-c49fa8573e74/77a23dba-a35b-45b5-b937-a2a93b3e80a4/1280x720/match/image.jpg Using the Context Menu Context menus save time and typing. Watch this video to see examples and learn more about how to use them. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6130107521001 122 2020-02-06T15:41:42.251Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6149416208001/working-with-the-help-and-support-panel 2022-05-14T17:39:10.319Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/24a93ba6-4ce6-4d85-989e-39421f457c55/2f3350b7-0751-4341-b8c4-02715c3dc90f/1280x720/match/image.jpg Working With the Help and Support Panel Watch this short video to learn how you can find information and resources within the Kinetic Help & Support panel. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6149416208001 153 2020-04-14T22:08:43.553Z Getting Started https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6168582576001/come-play-factory-floor-frenzy 2021-05-19T18:58:36.151Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/97c7497a-a980-4fae-83b4-d4ffd6bf6424/4161e7e9-ded2-416c-9a99-f9505836b23d/1280x720/match/image.jpg Come Play Factory Floor Frenzy! Come Play Factory Floor Frenzy! https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6168582576001 81 2020-07-01T15:23:54.537Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6161155709001/printing-the-asset-depreciation-forecast-report 2020-06-10T14:00:06.502Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/4d1d3ba5-380c-48b1-9b05-39721612ad1d/2080a226-adae-4e8a-9b03-f81ae5ef9576/1280x720/match/image.jpg Printing the Asset Depreciation Forecast Report Watch this video to learn about the options you can select on the Asset Depreciation Forecast Report. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6161155709001 142 2020-06-02T16:32:39.872Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6120840503001/reversing-a-cash-receipt 2023-06-17T18:55:38.699Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/5547aa40-1952-4723-82be-f18b21abfd0e/08b75bb2-2790-4e4c-a86d-6b6438eef0f9/1280x720/match/image.jpg Reversing a Cash Receipt Use the Reverse Cash Receipt window to access a posted cash receipt and then reverse the total amount. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6120840503001 40 2020-01-09T02:25:41.628Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6119288216001/entering-asset-classes-in-asset-class-maintenance 2023-06-30T14:39:13.228Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0589564a-6080-4b91-907d-3aa27709839b/4f7723b0-be49-434a-ae24-808693560d64/1280x720/match/image.jpg Entering Asset Classes in Asset Class Maintenance Define asset classes in Asset Class Maintenance to group your assets on reports into categories to organize them by General Ledger divisions and departments. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6119288216001 97 2020-01-02T16:12:24.251Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6119285232001/link-an-asset-to-an-asset-register 2021-02-05T21:05:18.536Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/f231a115-6c5c-4b97-8716-82a313de99e9/008c8265-8706-4e96-a758-195586009cda/1280x720/match/image.jpg Link an Asset to an Asset Register You can link an asset to an asset register to control all valuations of the asset and also to control when valuations are recognized. Do this in the Asset Maintenance window – the same window where you define the asset. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6119285232001 133 2020-01-02T16:02:38.890Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6117577666001/using-asset-maintenance-to-enter-records-for-fixed-assets 2020-01-08T21:16:19.156Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/75480d95-2847-454e-953f-3582b0d499a1/c47ab9bb-face-4f40-a1bf-1f4a73fd3d7e/1280x720/match/image.jpg Using Asset Maintenance to Enter Records for Fixed Assets Using the Asset Maintenance program, you can enter and update records for your company’s fixed assets. In this video, see how to enter a basic record. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6117577666001 138 2019-12-22T03:17:32.154Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6117467424001/define-a-depreciation-method-for-an-asset 2021-02-05T23:58:07.988Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d9ded9c8-e543-43b4-9783-4c8fbe8dd3b4/7025d290-216a-4fb5-8304-b9b82ffca96c/1280x720/match/image.jpg Define a Depreciation Method for an Asset You can use the Depreciation Method Maintenance program to define depreciation methods for assets. Watch this video to see how to do it! https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6117467424001 228 2019-12-21T03:48:09.914Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6115777376001/print-multiple-invoices-in-ar-invoice-entry 2023-06-17T18:51:28.530Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/f00d64da-acfe-4b66-8391-dd7fb7831f0e/d5d996b5-8b98-4e8f-a266-e8a327129f81/1280x720/match/image.jpg Print Multiple Invoices in AR Invoice Entry In AR Invoice Entry, you can print all invoices in a group using a command on the Actions menu. In this video, see how it’s done. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6115777376001 216 2019-12-14T03:01:52.806Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6115454248001/post-a-group-s-receipts-in-cash-receipt-entry 2023-06-17T18:51:39.569Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/1f169265-1c10-406e-963f-f7b5d4e4cc9c/08dcb74c-26b9-48e0-825b-cd0020ea79b9/1280x720/match/image.jpg Post a Group's Receipts in Cash Receipt Entry In this video, see how to post a group's receipts in Cash Receipt Entry. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6115454248001 89 2019-12-13T02:53:54.089Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6115394967001/enter-a-customer-payment-against-an-invoice-in-cash-receipts 2021-01-24T20:04:13.701Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/28662366-be71-414e-93c5-2d20e6652350/efd57813-fab0-4182-8dd5-1e813a29cd4b/1280x720/match/image.jpg Enter a Customer Payment Against an Invoice in Cash Receipts In this video, see how to enter a customer payment against an invoice in Cash Receipts. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6115394967001 177 2019-12-12T21:26:23.913Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6114742414001/create-a-cash-receipt-entry-group 2021-01-22T16:05:33.504Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/5499ad60-388c-42b1-a515-5abc0f49e54a/518545cf-b8d7-4fbb-bd25-6d9bb3bb0240/1280x720/match/image.jpg Create a Cash Receipt Entry Group Begin the Cash Receipt Entry process by creating entry groups. You can then enter the cash receipts that are processed through this entry group. Entry groups are also called batches. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6114742414001 98 2019-12-11T01:52:49.225Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6114449177001/printing-the-aged-receivables-report 2021-11-15T16:05:06.951Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/37c6e533-fec6-42cc-a328-b3a049f05989/51cf1cb7-ab97-4e10-8312-789207f7dfbe/1280x720/match/image.jpg Printing the Aged Receivables Report The AR Aged Receivables Report displays each customer’s open invoices, sorting them into aging columns. In this video, learn about the report parameters and see how to print it. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6114449177001 196 2019-12-10T02:04:16.185Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6113468151001/print-an-ar-invoice-in-draft-mode 2023-07-11T19:51:12.956Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0a9c0094-6683-4a06-b405-6f97b5bfce7c/4847c772-81d0-4f5a-a6ba-434a5c421ec4/1280x720/match/image.jpg Print an AR Invoice in Draft Mode You can print AR invoices in draft mode. In this video, see how to do this. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6113468151001 224 2019-12-05T20:43:49.877Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6110969444001/adding-a-bank-branch-code 2021-11-16T00:00:05.681Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/5502556969001/93d534d4-45a7-4954-8166-25f606fbc612/main/1280x720/29s907ms/match/image.jpg Adding a Bank Branch Code In Bank Branch Code Maintenance, define a code to identify a specific bank branch office. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6110969444001 60 2019-12-02T00:42:12.872Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6110918461001/define-a-payment-instrument 2021-02-18T00:00:51.817Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3539f787-2652-44e7-96ef-fb303dd9a0a7/da81c30d-b882-4708-a50f-d59ed70bc199/1280x720/match/image.jpg Define a Payment Instrument Payment instruments are financial transaction methods used in different localities. Use Payment Instrument Type Maintenance to define payment instrument types and some available default behavior. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6110918461001 117 2019-12-01T15:44:35.700Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6110912631001/void-pre-numbered-forms 2021-03-16T00:00:02.724Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ccb173cd-1ae4-4510-8aaa-ad4feb646bd1/8c836571-7769-4071-9502-3786d137cc34/1280x720/match/image.jpg Void Pre-Numbered Forms Use the Pre Printed Forms window to void specific legal numbers applied to documents or checks. In this video, see how to do it. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6110912631001 76 2019-12-01T15:08:59.256Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6110904378001/approve-a-logged-invoice 2020-12-09T00:52:58.726Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/1a864cee-5013-43d2-89c5-4608786e8313/b24b85e9-4aa0-4176-b8e5-52e7ed87098a/1280x720/match/image.jpg Approve a Logged Invoice When you are ready to validate your logged AP invoices, you must launch the approval program. You can then approve as many logged AP invoices as you need. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6110904378001 81 2019-12-01T14:59:15.589Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6110914414001/void-a-logged-invoice 2023-06-17T18:51:52.910Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/a76f4a27-696e-4af5-990d-282e919fc4f1/60ec0322-b154-4e7f-b3ae-4b7be9986d93/1280x720/match/image.jpg Void a Logged Invoice You can cancel a logged AP invoice within the within Logged AP Invoice Approve and Void Entry program. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6110914414001 99 2019-12-01T14:47:37.626Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6110911995001/running-the-balance-update-process 2023-06-17T18:55:08.224Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/27bc41bb-ad66-4b35-b952-74e2e1affb66/143762f1-9f8a-4759-953a-4bd51c5bbb50/1280x720/match/image.jpg Running the Balance Update Process Use the Balance Update process to update Accounts Receivable balances when they are not set to update automatically. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6110911995001 109 2019-12-01T14:37:32.832Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6110908919001/process-finance-late-charges 2023-06-17T18:50:49.218Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/da77b49b-f3cf-4730-8d51-ad55376351ef/383d8e09-300a-4dbe-9ab4-85ee8905f905/1280x720/match/image.jpg Process Finance Late Charges Use Process Finance/Late Charges to calculate finance charges against overdue invoices. You can set up this process to run on a regular, recurring schedule or whenever you need. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6110908919001 96 2019-12-01T14:30:16.220Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6110908901001/create-a-group-in-ar-invoice-entry 2023-06-17T18:55:18.662Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3ad478e9-fad7-4db5-b515-4c8c800ba5c6/1e5fb797-e5b8-4ea2-8fbd-4521803bfa78/1280x720/match/image.jpg Create a Group in AR Invoice Entry Begin the AR Invoice Entry process by creating an entry group. You can then create or generate invoices that are processed through this entry group. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6110908901001 63 2019-12-01T14:22:49.378Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6090930883001/finding-information-on-purchased-parts-with-the-purchase-advisor 2021-11-15T15:03:45.478Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/82cc4b0f-e0fc-481f-9ea1-12c83ceed6dc/e62941b6-c5b3-4267-9b9f-d015a8082987/1280x720/match/image.jpg Finding Information on Purchased Parts with the Purchase Advisor Use the Purchase Advisor to answer questions about a particular purchased part. Use this info when reviewing material requirements. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6090930883001 115 2019-10-01T12:08:24.935Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5850381729001/post-invoices-to-ap-accounts-in-ap-invoice-entry 2020-12-09T01:44:11.158Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/f171b1df-bd50-4e6d-ad6c-f3431eb24504/d672c9d9-ea50-4044-9a3f-890cdc93fe94/1280x720/match/image.jpg Post Invoices to AP Accounts in AP Invoice Entry To finish the AP Invoice Entry process, you must post the invoices to the AP accounts within the General Ledger. When an entry group is posted, transactions update the AP information for each supplier referenced within the group. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5850381729001 119 2018-10-18T14:11:38.684Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5849922842001/print-a-group-edit-list-in-ap-invoice-entry 2023-06-17T18:52:15.692Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ea461947-7f21-443d-9fdf-cd8a67fadd88/c8ef1f14-5e65-4fb1-bcc3-f68cc3c77466/1280x720/match/image.jpg Print a Group Edit List in AP Invoice Entry In AP Invoice Entry, you can print a Group Edit List to ensure the invoices within the active group are correct before you post them. In this video, see how to print the Group Edit List. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5849922842001 128 2018-10-17T14:05:46.848Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5849916095001/create-a-debit-memo-in-ap-invoice-entry 2021-01-26T22:41:58.590Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d6b5cfe5-e9bd-4430-b34b-617e778377da/79f744a5-df65-4d8c-a774-956ed194af72/1280x720/match/image.jpg Create a Debit Memo in AP Invoice Entry A debit memo reduces the payable balance on a specific AP invoice. In this video, see how to create a debit memo in AP Invoice Entry. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5849916095001 114 2018-10-17T13:52:48.696Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5840375985001/add-a-miscellaneous-line-to-an-ap-invoice 2021-09-06T12:18:24.392Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/5d6d9406-c251-4ccc-8046-111494e148ea/b226e9f2-bc48-437f-acff-0cb80ab66388/1280x720/match/image.jpg Add a Miscellaneous Line to an AP Invoice In this video, see the steps for entering a miscellaneous line invoice. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5840375985001 106 2018-09-26T13:32:04.743Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5840368288001/record-the-purchase-of-an-asset-in-ap-invoice-entry 2022-11-30T20:29:37.814Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ba5a9389-7ae7-4306-89e6-000395ed82f5/8afc7c09-5b1e-40c3-85ff-284c3a1d0e58/1280x720/match/image.jpg Record the Purchase of an Asset in AP Invoice Entry You can use invoice entry to record the purchase of an asset. To do this, you enter an asset line. The application considers an asset a purchased item and not a part record. In this video, learn how to enter an asset line in AP Invoice Entry. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5840368288001 116 2018-09-26T13:11:39.389Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5840046952001/add-a-receipt-line-to-an-ap-invoice 2023-06-17T18:54:59.758Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/9dd07540-8ae4-4c80-86b2-ed7dad146477/faed1e1e-44a2-4e50-a8b2-68e33f14e492/1280x720/match/image.jpg Add a Receipt Line to an AP Invoice Once the invoice header information is complete on your AP Invoice, add detail lines to it. These detail lines can be different line types – depending on the reason for the payment. This video shows you how to enter a Receipt Line type. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5840046952001 224 2018-09-25T22:18:41.115Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5839443762001/enter-main-information-on-the-ap-invoice-header-card 2023-06-17T18:54:50.897Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/542f037c-cc67-42dc-b514-1a4e6b4235d8/3e387748-376e-4e3f-ac84-4f901fee658c/1280x720/match/image.jpg Enter Main Information on the AP Invoice Header Card When creating a new AP invoice, you use the Header Card to enter the main information on each invoice. In this video, learn how to enter the header information for an invoice. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5839443762001 267 2018-09-24T20:17:59.574Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5837116485001/selecting-records-in-ap-invoice-entry 2020-12-09T00:51:46.531Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/59c12ea1-2553-4e65-ab5c-fee925c09c09/36b7dc15-98d4-4375-8232-9dce189cf0d4/1280x720/match/image.jpg Selecting Records in AP Invoice Entry AP Invoice Entry records payments to your suppliers. The invoices you enter here update open purchase orders, shipping receipts, and General Ledger accounts. In this video, learn more about the AP Invoice Entry program and how you can use it. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5837116485001 139 2018-09-19T16:54:50.050Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5836612102001/create-an-ap-invoice-group 2020-12-09T00:52:24.578Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d10dfe34-d046-4cb0-aa1c-c1030f69a6e0/3facffbd-de16-43ce-9811-c9e85dfa7b7a/1280x720/match/image.jpg Create an AP Invoice Group You begin the AP Invoice Entry process by creating entry groups, which are sometimes called batches. These groups define the default fiscal year and period used on each invoice. In this video, see how to create an entry group in AP Invoice Entry. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5836612102001 89 2018-09-18T22:28:02.384Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5766950474001/adjusting-cash-receipts 2021-11-15T15:07:03.342Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/68f2b5b5-c178-4b8d-9e6a-6ce93153c88f/05052026-3bea-42ac-928d-cca53935ec65/1280x720/match/image.jpg Adjusting Cash Receipts Using the Adjust Cash Receipts window, you can make changes to a receipt you’ve already posted. In this Knowledge on Demand, we’ll take a look at the window and discuss how you can use it. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5766950474001 242 2018-04-09T14:11:50.308Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5753696022001/determine-a-default-aging-code 2021-01-29T17:00:25.317Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/001e2a02-4e61-4a6f-835d-dfd8e570dfff/b281252c-b207-4599-b6c9-884be9c3b787/828x484/match/image.jpg Determine a Default Aging Code Did you know that you can determine a default aging code and, during that process, assign it to all customers that do not already have an aging code assigned? In this Knowledge on Demand, see how to do this. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5753696022001 113 2018-03-18T15:04:33.458Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5753689436001/setting-specific-tax-timing-for-advanced-billing-or-deposit-invoices 2018-12-05T23:38:20.472Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c83fd926-735a-407a-a6ff-f9b69a67b0cd/ce5f43d0-0f09-453d-8f65-06dc25374659/1008x584/match/image.jpg Setting Specific Tax Timing for Advanced Billing or Deposit Invoices Use Tax Timing for Advanced Billing or Deposit Invoices functionality to indicate different tax timing when creating and posting advanced billing and deposit invoices. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5753689436001 110 2018-03-18T14:47:01.776Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5746862746001/include-unposted-misc-invoices-in-hold-in-mass-credit-information-update 2018-12-05T23:38:37.605Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/6361d707-b758-485d-8386-681cf1ecd47c/68649d06-15ec-4e59-928f-061e4294d16f/1232x720/match/image.jpg Include Unposted Misc Invoices in Hold in Mass Credit Information Update You can place unposted miscellaneous invoices on credit hold if a customer is placed on credit or aging hold during the Mass Credit Information Update process. In this Knowledge on Demand, you'll see how this works. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5746862746001 151 2018-03-07T14:29:51.518Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5746842701001/applying-aging-hold-in-the-mass-credit-information-update 2018-12-05T23:46:13.893Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/33c39350-8f23-45b6-8fc3-2948eb45588c/077883e5-1190-4f97-9ffc-d65fe364c927/1232x720/match/image.jpg Applying Aging Hold in the Mass Credit Information Update Aging Hold can be applied in the Mass Credit Information Update window. In this Knowledge on Demand, see how this is done. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5746842701001 139 2018-03-07T14:16:58.374Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5729296079001/understanding-credit-aging-limit-actions-for-miscellaneous-invoices 2022-02-21T18:48:48.968Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0de3bc61-af3b-43c5-9955-0193c97fae5e/3c9be38e-4f20-4a39-a041-9e5f836f69de/1280x720/match/image.jpg Understanding Credit/Aging Limit Actions for Miscellaneous Invoices Use the Credit/Aging Limit Actions option in Company Configuration to determine how the application behaves when creating or posting miscellaneous AR invoices. In this Knowledge on Demand, learn about the actions you can choose from. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5729296079001 72 2018-02-08T20:29:33.688Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5718783547001/assign-an-aging-code-to-a-customer 2021-09-07T00:00:17.117Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/73ba8a10-a419-46a2-8cf1-5050c18a0f52/a2d09e57-6129-4c20-8c6c-48767771a22a/1280x720/match/image.jpg Assign an Aging Code to a Customer Once you define Aging Codes in the application, you need to apply them to customers. In this KOD, you'll see where you can set this up in the customer record. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5718783547001 56 2018-01-24T20:31:06.198Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5718737094001/create-an-aging-code 2021-01-26T16:22:29.736Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/32716fb0-c31e-4a09-8bab-2a7d84e216da/dd2c3e37-012d-4fe4-9278-529d51f3e87f/1280x720/match/image.jpg Create an Aging Code In Aging Code Maintenance, you determine the criteria that will be used by the aging hold process to automatically place customers on aging hold based on their past due invoices. In this Knowledge On Demand, see how to enter an aging code. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5718737094001 118 2018-01-24T19:37:32.368Z Financial Management https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5687357387001/understanding-telemetry-data-collection-in-epicor-erp 2020-03-21T12:26:03.186Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/142022a6-c657-465a-9a29-ceec6860d6e4/932b56fe-8246-49be-b23c-96021e71f802/1280x720/match/image.jpg Understanding Telemetry Data Collection in Epicor ERP When you install Epicor ERP, Telemetry data collection activates by default. Review this course to learn more about Telemetry data and decide whether your organization will participate in this service. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5687357387001 201 2018-01-22T19:23:22.898Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5650138963001/how-to-create-a-self-signed-certificate 2020-03-21T12:22:04.376Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/bbd0ac47-e1d4-4f37-b7ed-9a50df34a4ac/3a369623-9509-44c6-9e9c-db8b7de3dceb/1262x720/match/image.jpg How to Create a Self-Signed Certificate This course examines how you set up a self-signed certificate in a test environment. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5650138963001 213 2018-01-22T19:23:22.990Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5650224086001/how-to-purchase-a-public-certificate 2020-03-21T12:22:43.637Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/892e1bbc-67ed-40a4-9b6e-989c572ddb10/2d2988c7-6e7c-48f8-bb80-1980a9d02086/1104x708/match/image.jpg How to Purchase a Public Certificate This course explores how you prepare a request for a publicly trusted certificate and then submit it to a vendor. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5650224086001 230 2018-01-22T19:23:23.726Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5650678263001/how-to-import-a-self-signed-certificate 2020-03-21T12:21:56.019Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/7d52f852-7f14-4bb6-9058-50502dd6395e/d6936aed-a7f0-4e82-b6ae-442c35fdae7d/1280x720/match/image.jpg How to Import a Self-Signed Certificate This course explains how to import a self-signed certificate into the Local Computer store on each client. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5650678263001 163 2018-01-22T19:23:23.826Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5650207683001/how-to-install-a-public-certificate 2020-03-21T12:21:26.883Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/9a76e2a7-d51c-4b39-8802-104ceb549753/2c8e46f4-ccf0-44b7-9444-16fdc9318106/960x548/match/image.jpg How to Install a Public Certificate This course illustrates how you select a publicly trusted certificate while you install Epicor ERP. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5650207683001 85 2018-01-22T19:23:23.989Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5669891608001/assigning-a-security-code-to-users-or-groups 2020-04-22T00:18:16.982Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/031e1b89-46a2-40db-8a53-f317e5bb4736/625bbcde-a5ec-4718-a5e0-bc6bf49c9d1a/1024x544/match/image.jpg Assigning a Security Code to Users or Groups Use Menu Maintenance to control access to system BAQs used to build the Data Discovery views on the home page templates. The application installs with a series of system menu security codes tied to each BAQ; You indicate which users and security grou https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5669891608001 161 2018-01-22T19:23:24.008Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5669898631001/assigning-user-rights-for-publishing-templates 2020-04-22T00:18:05.006Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/2da0ed67-d7ac-4123-8c18-6e8a79b12d47/67b29e49-765a-446b-9b24-ce1c4e18bbdd/1024x544/match/image.jpg Assigning User Rights for Publishing Templates Determine whether a user account has rights to manage security and publish Active Home Page system layouts. Define these rights within User Account Security Maintenance. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5669898631001 76 2018-01-22T19:23:24.106Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5650123506001/complete-certificate-setup-in-internet-information-services-iis 2020-03-21T12:32:20.690Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/dcaf0b3d-d9db-45d8-ad97-20a119cfefb7/e3518475-c088-495f-8789-eac91f28beb6/1280x720/match/image.jpg Complete Certificate Setup in Internet Information Services (IIS) Through this course, you learn how to install a certificate in Internet Information Services (IIS) within your test or live environment. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5650123506001 136 2018-01-22T19:23:24.190Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5678966613001/how-to-install-erp-sdk-documentation 2020-03-21T12:21:30.255Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/4092408f-bd2e-403c-ab42-25aa0d423386/c3c2891f-62dc-4aa4-be30-bd47dced14a7/1280x720/match/image.jpg How to install ERP SDK Documentation Learn how to install the ERP SDK documentation that is integrated into Visual Studio. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5678966613001 151 2018-01-22T19:23:24.287Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5650086233001/deciding-to-purchase-or-create-certificates 2020-03-21T12:22:27.732Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/b8fcd624-2b06-439d-ad03-1c1cca298390/07b9ac1e-52b4-4491-a82f-21f2b2389220/1280x720/match/image.jpg Deciding to Purchase or Create Certificates This course explores when you should purchase or create a certificate to facilitate communication between clients and servers. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5650086233001 190 2018-01-22T19:23:24.557Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5746922111001/setting-up-security-for-custom-business-activity-queries 2020-03-21T12:28:54.755Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/aaa7f8a3-5184-4ae2-a21b-f9ab6a25a4de/620e87bb-008a-40a2-9b20-a27e32b773ea/1184x688/match/image.jpg Setting Up Security for Custom Business Activity Queries This Knowledge on Demand course shows how you limit access to a custom BAQ by assigning a Security ID to it. Only users with access through the Security ID can display this query’s data. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5746922111001 218 2018-03-07T15:59:46.971Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5756584426001/changing-security-on-system-business-activity-queries 2020-03-21T12:23:03.795Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/a6e41720-2513-45d4-8eff-f7dad51ab264/55b08eb5-059c-4cd7-a98d-43b9bbc5a162/1024x544/match/image.jpg Changing Security on System Business Activity Queries In this Knowledge on Demand, learn how to change security on System Business Activity Queries. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5756584426001 247 2018-03-22T22:28:22.529Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5759924578001/introducing-azure-ad-authentication 2020-03-21T12:24:02.998Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/030a2bc2-0776-4e79-95ce-c121fc2b8b97/291f813c-d339-409c-bb6b-982bc01eced2/1280x720/match/image.jpg Introducing Azure AD Authentication Epicor ERP enables authentication of ERP application users against users in Microsoft® Azure® Active Directory. In this Knowledge on Demand, see a brief introduction of Azure and learn where to find additional information about setup and use. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5759924578001 133 2018-03-28T19:17:27.379Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5801582656001/installing-an-extension 2020-03-21T12:24:12.401Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c5554885-97b4-4192-95ee-69925278326a/7ab6236e-ad42-4c5b-aeb6-8219ee5f83f8/1280x682/match/image.jpg Installing an Extension After you configure the Epicor ERP Application server, you re ready to install the Epicor ERP extension applications. You select to install extension features when you install the Epicor ERP 10.2 Server. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5801582656001 162 2018-06-25T14:06:12.020Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5801588225001/installing-a-client-on-a-workstation 2020-04-22T00:18:59.426Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/03b78174-37e5-482e-b952-ba2e6d17320c/0dc5075e-549d-4fa8-b31d-84a9e16e273b/1076x568/match/image.jpg Installing a Client on a Workstation After you install and configure your Epicor ERP Extension applications, you are ready to install the Epicor ERP client on your workstation. In this video see how to add an initial or an additional client workstation. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5801588225001 119 2018-06-25T14:17:17.148Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5802547548001/restoring-a-demonstration-database 2020-03-21T12:23:42.334Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/a136853e-f863-4c8f-b3fa-dee9388dee02/b19b2baf-b4c3-4b5a-a72d-3f734e889659/1096x576/match/image.jpg Restoring a Demonstration Database The Demonstration Database is used to learn and practice procedures in Epicor ERP through the Epicor Education module. In this Knowledge on Demand, we’re going to go through the steps of restoring (or refreshing) the database. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5802547548001 270 2018-06-27T13:31:49.282Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5802045663001/increasing-the-number-of-threads-available-to-sql-server 2021-05-04T12:22:53.027Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/acf56d47-87c0-45e0-812d-c1cc0c0c6c5b/339e893f-3cf9-470f-9356-e8ae1617564b/1280x674/match/image.jpg Increasing the Number of Threads Available to SQL Server If you get user traffic related errors, you need to increase the number of threads available to SQL Server so that your system can handle more user traffic. Learn how to update the processModel default settings in the mac https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5802045663001 106 2018-06-27T13:39:34.688Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5825344525001/establishing-external-systems-with-epicor-commerce-connect 2021-05-19T19:05:38.079Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/deed80b4-a7ee-4aae-a3a9-4b7234b703ba/d5381bc8-cdaa-4ce1-9721-0e2fa07725e8/1280x720/match/image.jpg Establishing External Systems with Epicor Commerce Connect Dealer Portal and Epicor ERP must share and update data throughout the sales process. These applications communicate data changes by sending messages through ECC. To establish this connection, create 2 external systems for customer and supplier data. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5825344525001 74 2018-08-22T13:45:50.117Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5844337266001/limiting-print-and-export-privileges-in-epicor-data-discovery 2020-02-18T21:11:08.658Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/b41f6ae4-02e7-433e-8d78-b6044ba08745/3a573637-a0e4-40d6-9b64-62c6c314381c/1280x710/match/image.jpg Limiting Print and Export Privileges in Epicor Data Discovery You can restrict which users have print and export privileges in Epicor Data Discovery. Do this by shutting off these features on a role. This video shows you how to restrict these privileges. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5844337266001 89 2018-10-04T13:50:17.612Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5845964441001/enabling-standalone-authentication-for-epicor-data-discovery 2020-02-29T01:26:30.430Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d1597a5b-1f6c-41a4-874d-42ead8a3da91/3593f4f8-ecf2-4790-a390-60f7088cc804/1280x720/match/image.jpg Enabling Standalone Authentication for Epicor Data Discovery You can deploy Epicor Data Discovery through a standalone security mode separate from Epicor ERP. Through this standalone mode, EDD can connect to outside data sources like Microsoft Analytics cubes. Watch this video to learn more about it. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5845964441001 179 2018-10-08T13:31:14.469Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5845957745001/building-data-discovery-dashboards-with-new-views 2020-03-21T12:30:34.131Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/19891b3d-c0a0-47b8-a8ca-557095f08664/2d091506-840c-4fc8-9e4d-841eca6658a8/1280x673/match/image.jpg Building Data Discovery Dashboards with New Views As you make an Epicor Data Discovery dashboard, you can create new views and then link these views through shared dimensions and cross filters. Review this video to see how to create new views on a dashboard. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5845957745001 241 2018-10-08T13:44:46.884Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/5846369479001/adding-data-security-rules-for-epicor-data-discovery 2020-02-21T18:00:51.232Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/34d461eb-2a6a-45e1-9770-9fd273142a9e/45f3dba3-72e1-43be-96aa-37fe2ceb2c33/1280x624/match/image.jpg Adding Data Security Rules for Epicor Data Discovery You can restrict the data users view from a selected dimension member. Do this by creating data security rules. For example, you can set up a rule that prevents users from seeing data on inactive parts. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=5846369479001 174 2018-10-09T12:57:07.403Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6089500300001/viewing-in-app-notifications 2019-09-25T23:05:10.288Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d4fe8cba-8ca4-4e73-a8b7-ab7296c59aaf/afa9ddb5-a2dc-4a56-82a0-dac430c61baa/1280x720/match/image.jpg Viewing In-App Notifications In-App Notifications are messages that display alerts about new features, events, and other things that help keep you informed. During this video, you learn how to view In-App Notifications. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6089500300001 99 2019-09-25T23:04:26.618Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6144175578001/creating-a-group-in-collaborate 2020-06-02T15:05:45.293Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/03a99abc-bda0-40c4-bf4b-60b349882556/93559d49-9227-4ccf-a0c4-a510ff9aeefb/1280x720/match/image.jpg Creating a Group in Collaborate You create groups in Collaborate so that individuals working within specific business functions can communicate directly with each other. Each Collaborate widget can then be set up to display feeds from a specific group. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6144175578001 192 2020-03-23T22:16:21.616Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6144180880001/adding-a-collaborate-widget 2021-09-03T00:14:14.090Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/30b63002-3dd4-495e-b4df-1a4766154179/e2d555ca-0c8f-4a3b-b787-55d66c45bf5f/1280x720/match/image.jpg Adding a Collaborate Widget You typically add the Collaborate widget to your Home Page or a Data Discovery dashboard. This example shows you how to add this widget to your Home Page, but you do the same steps on a dashboard. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6144180880001 106 2020-03-23T22:23:13.923Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6144492106001/connecting-a-collaborate-group-to-a-team-channel 2020-06-02T15:04:02.745Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/b7f9ad01-b1e0-48bd-992f-b32a24818872/91348191-356d-499e-a559-367ebdc4642d/1280x720/match/image.jpg Connecting a Collaborate Group to a Team Channel In this video, see how to integrate Microsoft Teams with Collaborate. By linking the two, users both within and outside of the ERP application can communicate. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6144492106001 153 2020-03-24T23:44:08.116Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6145060601001/setting-up-collaborate-in-three-easy-steps 2020-06-02T15:08:07.980Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/2d58efe5-36e0-4ee7-9a3a-a56724642078/27318871-73fa-48da-a814-21060a987bcc/1280x720/match/image.jpg Setting up Collaborate in Three Easy Steps In this Knowledge on Demand video, learn how to set up Collaborate in three easy steps! https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6145060601001 193 2020-03-26T23:29:48.063Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6146976160001/changing-the-language-for-collaborate 2020-06-02T15:22:46.120Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/f31f3264-808b-4dca-bb53-3b8a0ae283f1/2c756318-1117-442e-8357-38dc4407e15c/1280x720/match/image.jpg Changing the Language for Collaborate You can localize Collaborate so it displays user interface items, like program names and field names, in a selected language. This video explains how you install and change the language that displays within your ERP application. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6146976160001 108 2020-04-03T22:03:04.483Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6146975517001/using-eva-with-collaborate 2020-06-02T15:19:44.449Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0498aa8b-39f6-4ade-8392-9d1324d4edc0/9e46ceb1-d032-44a1-8481-1807bd8b084e/1280x720/match/image.jpg Using EVA with Collaborate After you connect EVA to Collaborate, you can then enter brief text commands to EVA. The Epicor Virtual Agent will then show this requested information in your activity stream. This video shows you how to set up and use EVA with Collaborate. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6146975517001 127 2020-04-03T22:12:35.616Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6150345225001/generating-a-kinetic-application-from-a-classic-dashboard 2021-11-15T16:07:46.195Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/647eff3d-d13b-4689-910a-edff6ed024bc/efa88ecd-c339-4a7d-9c06-0ff913ae3796/1280x720/match/image.jpg Generating a Kinetic Application from a Classic Dashboard Watch this video to learn how to deploy any dashboard built in the Classic interface so that it looks and functions as a Kinetic application. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6150345225001 157 2020-04-17T16:37:36.513Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6151127575001/adding-a-kinetic-baq-report-to-the-menu 2021-11-15T15:01:29.796Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/fec5c3f3-79f9-404f-9799-5358b1f98dbe/4dd43807-d292-4424-94dd-6debd05eff0e/1280x720/match/image.jpg Adding a Kinetic BAQ Report to the Menu Once you create a Business Activity Query, or BAQ report, you can display it on the menu using the Kinetic interface. This video shows you how to use Menu Maintenance to add a Kinetic BAQ report. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6151127575001 148 2020-04-21T18:52:38.353Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6151129505001/adding-a-kinetic-dashboard-to-a-menu 2021-11-15T16:07:35.533Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/5d51aec0-0498-4e6e-b135-bff9afc5fb4f/ad96997e-e15c-435d-8525-f12dc8a6a4ca/1280x720/match/image.jpg Adding a Kinetic Dashboard to a Menu After you publish a dashboard, you can add it to the menu using the Kinetic interface. This video shows how to do this within Menu Maintenance. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6151129505001 143 2020-04-21T19:01:26.068Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6153525147001/converting-personalizations-into-application-studio-layers 2022-12-05T15:20:03.952Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/78f943fc-bf01-4889-963c-09e5c364f092/5732a7e1-e4d6-4e00-b024-4c85f65c1992/1280x720/match/image.jpg Converting Personalizations into Application Studio Layers You can convert your Kinetic personalizations into customizations. Watch this short video to learn how. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6153525147001 149 2020-05-01T20:48:34.583Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6154468372001/adding-an-application-studio-layer-to-the-menu 2022-07-05T18:55:44.358Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/a8b147d7-db34-4ef8-8579-cc5332d200b8/b3fe6711-3db9-42eb-a472-a737c85d748e/1280x720/match/image.jpg Adding an Application Studio Layer to the Menu During this video, see how to select multiple Kinetic customization layers as the default interface for an application. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6154468372001 130 2020-05-05T20:55:04.124Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6158355148001/using-the-application-studio-to-disable-fields-with-row-rules 2020-05-22T14:35:40.860Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/e58b4f6f-ae04-4db2-ad73-be650e1caf4f/31042c08-1f24-41c9-9c8f-2e14d3ad8764/1280x719/match/image.jpg Using the Application Studio to Disable Fields with Row Rules Custom row rules can disable fields when their conditions activate. Watch this course to learn how to disable check boxes on a report interface. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6158355148001 259 2020-05-21T18:51:54.614Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6158356824001/adding-a-kinetic-customized-form-to-a-menu 2020-12-14T18:55:39.954Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/f6adafb5-095a-41cd-b2bf-f266303ec025/52c1d0da-304d-4458-8734-e657548bbf72/1280x720/match/image.jpg Adding a Kinetic Customized Form to a Menu After publishing a Kinetic custom application, add it to the menu using the Kinetic interface in Menu Maintenance. This video shows you how you create this Kinetic menu item. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6158356824001 96 2020-05-21T19:12:47.716Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6158383245001/deploy-baq-reports-as-kinetic-applications 2021-11-15T15:27:57.095Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c5f7fbc9-096b-410f-8229-924b57cab835/234e1f9e-3577-46b3-b988-9b1c76c49019/1280x720/match/image.jpg Deploy BAQ Reports as Kinetic Applications Watch this video to learn how you can preview BAQ reports in the Kinetic interface. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6158383245001 144 2020-05-21T21:07:59.621Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6193469269001/epicor-collaborate 2023-07-05T19:18:04.932Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/18638c8a-e5bb-45c0-8ac8-6fdc3514cefd/3002eda4-9ba5-4396-a5f1-af71bd733a01/1280x720/match/image.jpg Epicor Collaborate Epicor Collaborate lets you connect your organization like never before. Sit back and relax for a few minutes to learn about Epicor Collaborate and what it can do for you! https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6193469269001 168 2020-09-22T15:50:36.263Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6201073563001/creating-sliding-panels-in-the-application-studio 2020-11-02T16:42:29.322Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/aeb0405b-7a83-4839-b70c-8d0a5025ec04/5088487f-09fb-40f7-9423-85879c005a80/1237x720/match/image.jpg Creating Sliding Panels in the Application Studio Sliding panels show messages and context-specific information. You create them in the Application Studio and invoke them at runtime by triggering an event. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6201073563001 195 2020-10-15T14:00:46.179Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6200690691001/emailing-documents-directly-from-eva 2021-05-19T19:03:32.280Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/683c3a74-8479-48de-88f4-bebb49550247/ab383c1d-5406-4eef-ab97-178936531ee3/1280x720/match/image.jpg Emailing Documents Directly from EVA Email documents directly from EVA, your intelligent, voice-activated agent designed to execute and simplify daily tasks. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6200690691001 99 2020-10-15T14:41:38.686Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6189166533001/access-to-licensing-in-company-configuration 2020-10-24T16:34:39.106Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0dbd9577-f853-4582-b4d0-d9c1775e1df2/8f33f8f6-dc05-46ce-ac18-d1af69e308b0/1280x720/match/image.jpg Access to Licensing in Company Configuration Tour the New licensing sheet in Company Configuration https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6189166533001 143 2020-10-24T16:13:43.320Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6193230403001/accessing-collaborate-stream-from-mes 2020-10-24T16:19:05.510Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d635dedb-0679-4811-aa68-899ce08d8424/cb721eef-3051-4a26-8604-e2a667957124/1280x720/match/image.jpg Accessing Collaborate Stream from MES If you work on the shop floor, access Collaborate within the Manufacturing Execution System, also known as MES. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6193230403001 84 2020-10-24T16:19:05.446Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6203671870001/activating-notification-rules-in-collaborate 2020-10-24T16:19:15.208Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/2b14d513-a9d9-4fb9-8ed0-854f113a153e/aa59d043-b7a6-4614-b279-a2b3bf66d62a/1280x720/match/image.jpg Activating Notification Rules in Collaborate The ERP system also communicates through Collaborate. When a record changes in the database, the ERP system notifies you in your activity stream. Set this up by following Notification Rules. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6203671870001 98 2020-10-24T16:19:15.142Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6193460164001/creating-enterprise-groups-in-collaborate 2020-10-24T16:19:26.000Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/cfcabc8c-8f63-4072-8fd2-74865df82e44/bad44924-e99c-4dae-ab80-6b315ed5b81a/1196x672/match/image.jpg Creating Enterprise Groups in Collaborate Through Collaborate, co-workers in different companies send messages to each other. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6193460164001 139 2020-10-24T16:19:25.938Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6197645290001/creating-tasks-and-showing-task-list-from-eva 2021-05-19T19:01:11.530Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ffa02c9d-740e-4351-98da-ee074c658e71/5cebbdbe-9cc6-4f96-9fc2-d841255da275/1280x720/match/image.jpg Creating Tasks and Showing Task List from EVA E.V.A., or Epicor Virtual Assistant is ready to help display, create and add new tasks for you and your team. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6197645290001 178 2020-10-24T16:21:23.825Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6195323512001/using-the-application-studio-home-page 2022-12-02T14:53:57.166Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/2e157c7f-5114-4ac8-9faa-e6b39b44e5dd/11ad9160-684d-4129-911d-544ef63e5989/1280x720/match/image.jpg Using the Application Studio Home Page Use the Application Studio Home Page to start new customizations and locate existing customizations. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6195323512001 182 2020-10-24T16:26:42.026Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6271643103001/edp-25726_update_usingthe-kineticinstallerdownload 2023-06-17T18:56:09.795Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/71b125a7-56d0-44e6-84b5-8c57a243b5cb/05712475-3247-415b-aab7-4e824a33a81c/1280x720/match/image.jpg EDP-25726_Update_Usingthe KineticInstallerDownload Using the Kinetic Installer Download https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6271643103001 169 2021-09-09T01:08:04.332Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6279091070001/create-a-custom-message-for-the-temporary-password-reset-email 2021-10-28T13:55:28.132Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d91e71fa-957b-4419-8eae-4927817b49da/095990f3-4ae8-4589-835b-98b10df61a56/1280x720/match/image.jpg Create a Custom Message for the Temporary Password Reset Email In User Account Maintenance, the system administrator can send a Temporary Password Reset email to a user. You can change the standard email message and formatting using an option on the Actions menu called Message Template Maintenance. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6279091070001 131 2021-10-27T20:50:47.373Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6332243681112/adding-and-enabling-new-user-accounts 2023-08-01T18:13:00.179Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3a30f804-05d9-4b71-979f-3d55682c678b/8cd6cc99-47f3-4787-b368-1c6559974b4c/1280x720/match/image.jpg Adding and Enabling New User Accounts A user account contains the person's address and contact information. It also defines which companies and features the person can access. This Knowledge on Demand illustrates how you enter and activate a new user account. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6332243681112 462 2023-08-01T17:45:10.301Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6375390328112/provisioning-a-user-for-epicor-cloud-management-portal-cmp 2025-07-09T04:30:33.513Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c4dc1641-83ac-4925-9542-1b29599a989b/19f2f2f0-6254-4314-b7e4-650a1b60d496/1280x720/match/image.jpg Provisioning a User for Epicor Cloud Management Portal (CMP) Watch this video to learn how to add users to Epicor Cloud Management Portal. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6375390328112 168 2025-07-08T20:48:51.218Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6375391060112/start-stop-and-restart-instances-in-the-epicor-cloud-management-portal-cmp 2025-07-09T04:31:05.822Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/b694c9bc-3d77-4262-a14b-32d253d1362f/b980290e-4f39-4b7d-af08-159f8cfb5365/1280x720/match/image.jpg Start, Stop, and Restart Instances in the Epicor Cloud Management Portal (CMP) Watch this video to learn how you can start, stop, and restart your tenant instances in the Epicor Cloud Management Portal. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6375391060112 325 2025-07-08T21:08:31.804Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6375392346112/stopping-and-starting-task-agents-in-the-epicor-cloud-management-portal-cmp 2025-07-09T04:32:10.082Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/115f61f3-a914-42ca-b1a8-0d5d2a507faf/0538d380-2578-4424-a064-66e90fe767dd/1280x720/match/image.jpg Stopping and Starting Task Agents in the Epicor Cloud Management Portal (CMP) Review this video to see how to stop and then start task agents in the Epicor Cloud Management Portal. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6375392346112 276 2025-07-08T21:15:33.177Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6375391079112/refreshing-the-database-to-test-changes-in-epicor-cloud-management-portal-cmp 2025-07-09T04:32:49.786Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0fbd5ff8-cb56-4d24-a3fa-8d8963bfbd54/3ab2edd9-6eb1-4dab-8c87-b675cd9d3461/1280x720/match/image.jpg Refreshing the Database to Test Changes in Epicor Cloud Management Portal (CMP) Watch this video to see how to refresh your pilot and test databases with current test data in the Epicor Cloud Management Portal. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6375391079112 193 2025-07-08T21:21:12.535Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6375392931112/regenerating-the-data-model-in-epicor-cloud-management-portal-cmp 2025-07-09T04:32:29.173Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0983344a-bb52-4ab1-b092-46b6d9c7bcf3/c86c888e-8c7e-42ef-9f6a-3856fd7eb987/1280x720/match/image.jpg Regenerating the Data Model in Epicor Cloud Management Portal (CMP) During this video, you learn how to regenerate the data model for your Kinetic environment using the Epicor Cloud Management Portal. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6375392931112 174 2025-07-08T21:28:44.589Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6375392059112/reviewing-deployment-status-in-epicor-cloud-management-portal-cmp 2025-07-09T04:31:44.101Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/516f47c1-3ef7-4c38-bc7d-209793870351/58fb0c84-3484-4c3c-9c1f-4fa46b586956/1280x720/match/image.jpg Reviewing Deployment Status in Epicor Cloud Management Portal (CMP) Watch this video to learn how to check on the actions you have run on a selected tenant instance in Epicor Cloud Management Portal. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6375392059112 157 2025-07-08T21:35:19.286Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6375393722112/assigning-roles-to-user-accounts-in-epicor-cloud-management-portal-cmp 2025-07-09T04:32:55.766Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/238e8d8e-2498-4cb8-a7a9-cb09100c7b46/eedb9ee7-04eb-4dbf-a3df-041eb2e158b0/1280x720/match/image.jpg Assigning Roles to User Accounts in Epicor Cloud Management Portal (CMP) Review this Epicor Cloud Management Portal video to learn how to manage security by assigning roles to user accounts. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6375393722112 317 2025-07-08T21:40:01.607Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6376072378112/self-managing-updates-in-epicor-cloud-management-portal-cmp 2025-11-25T23:52:51.584Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/32c2f819-2958-46df-af2b-f95ecf58caad/6335f469-4a10-4d6b-b314-c825b93498d8/1280x720/match/image.jpg Self Managing Updates in Epicor Cloud Management Portal (CMP) During this video, you learn how to update instances to the latest Kinetic minor update using the Epicor Cloud Management Portal. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6376072378112 415 2025-07-24T15:26:16.276Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6376623068112/navigating-the-epicor-cloud-management-portal-cmp 2025-10-07T04:31:08.866Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/f27bc4dd-04c9-44f3-9709-3e4b4f35f91c/4cd4446c-94f9-4afd-a03e-c38a3493b7c9/1280x720/match/image.jpg Navigating the Epicor Cloud Management Portal (CMP) Watch this video to learn how to navigate through the interface in Epicor Cloud Management Portal. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6376623068112 318 2025-08-06T16:36:01.967Z Tools and Administration https://erpvideo.epicor.com https://erpvideo.epicor.com/detail/video/6380464244112/self-managing-upgrades-in-epicor-cloud-management-portal-cmp 2025-11-25T23:49:24.534Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/7f5eb677-6373-4524-adab-93187fb10d0c/5096c9ac-7f28-451a-80cd-0884a72ee486/1280x720/match/image.jpg Self Managing Upgrades in Epicor Cloud Management Portal (CMP) During this video, you learn how to upgrade instances to the latest Kinetic major release using the Epicor Cloud Management Portal. https://players.brightcove.net/5502556969001/S1bYg3CZm_default/index.html?videoId=6380464244112 411 2025-10-01T01:28:00.332Z Tools and Administration https://erpvideo.epicor.com