Help

Help Topics for Epicor

Requesting A Login
REQUESTING A LOGIN Before you log into Epicor, your System Administrator must create an account for you. 1. Email helpdesk@versalift.com for an Epicor use...
Wed, Jan 16, 2019 at 5:44 PM
Logging Into Epicor
LOGGING INTO EPICOR The Modern Epicor homepage is presented in a tiled layout that can be customized to meet your needs. 1. Choose the proper icon on your...
Wed, Jan 16, 2019 at 5:49 PM
Epicor - Handle Enter As Tab
Handle Enter as Tab in Epicor 10 In Epicor you can use Tab hot key to go to the next field in any Epicor program but you use Enter as a hot key instead ...
Thu, Aug 15, 2019 at 9:24 AM
How to Change the Customer on a Service Call
In Service Calls, there is no ability to change a Customer once they have been added to a Call.  We have made a Updatable Dashboard that will let you do thi...
Fri, Mar 1, 2019 at 1:40 PM
Fixing Supplier Not Approved for PO Entry
I looked up the error message given, and it was something like 'This supplier is not authorized for this part'.  That means there is a checkbox th...
Mon, Mar 4, 2019 at 2:14 AM
AR Invoice Cancellation
This process is mostly done if you have made a mistake on the Invoice, and want to correct the original.  Once you cancel an invoice, you cannot easily chan...
Wed, Nov 22, 2023 at 8:00 AM
Payroll Processing
We handle Payroll with ADP, so these instructions are pretty generic. Get the number from TMC on how much Payroll is (from Elaine) Transfer that amoun...
Wed, May 8, 2019 at 9:42 AM
Perform Client Trace
Once logged into Epicor, and you are ready to perform the action that seems to be running slowly, perform the following steps.  For my example, I am going t...
Tue, May 14, 2019 at 10:46 AM
New Demand Link
This is how you would link an existing Job to an existing Sales Order.  normally this is handled automatically when you use the Order Job Wizard, but this i...
Wed, Jul 19, 2023 at 8:01 AM
Payroll date incorrect for Labor Transaction
From https://epicorcs.service-now.com/epiccare?id=epiccare_kb_article&sys_id=cdfca864dbf1bf4867b8e525ca96196c  Issue In the Job Tracker, Labor Tr...
Fri, Jun 14, 2019 at 1:32 PM