Help

Help Topics for Epicor

Complete Job Operations
This section explains how to complete Job Operations. 1. Open Job Adjustment. If not in Favorites: Menu > Production Management > Job Management >...
Mon, Jun 17, 2019 at 11:20 AM
Opening Balances GL Import
Here is the Import template.  The existing data is there for samples.  Delete all of the lines, then only add lines for GL Codes with balances.  We will dat...
Wed, Jun 26, 2019 at 7:22 AM
Epicor RDS Access
Go to https://rds.versalift.com Log in with your AD login Click the E10Prod icon Download the RDP file Click on the RDP file once it is downloaded You...
Fri, Jul 12, 2019 at 7:15 AM
Epicor Change Log
DateChanged ByTypeNameCompaniesDetails2019/07/19Paul MillsapsData Directive - JobMtlCopy Phantom Details AllWhen adding a Phantom part to a JobMtl, it will b...
Fri, Jul 19, 2019 at 9:10 AM
Un-Ship a Customer Shipment
Open the Packing Slip you shipped the Order on Un-check the 'Shipped' checkbox F3 or do Actions -> Open to open the Packing Slip,  Either del...
Fri, Jul 19, 2019 at 9:44 AM
Epicor Popup Messages when printing
You can have your print jobs and other items tell you when they have finished in Epicor.  There are a few steps to enable this though. Open the Process...
Wed, Aug 21, 2019 at 8:09 AM
Epicor - Using System Monitor
System Monitor is where you would look to see what happened in  Open the Process Monitor In your tool tray, find the icon that looks like the Epico...
Fri, Aug 23, 2019 at 8:33 AM
Epicor Hot Keys
"Hot" keys Hot keys can be programmed to call help, call logs, Delete (Not Recommended), search and others. To set a Hot Key you must be in the ...
Mon, Sep 9, 2019 at 7:45 AM
Add Salespeople in Epicor
To add salespeople in Epicor, they will need to be added to Work Force. Open Work Force  The salesperson needs to be assigned a work force id, which norm...
Wed, Nov 6, 2019 at 12:50 PM
Memory Cache for Epicor Forms
This will allow forms to load faster, but will affect your system memory, so use this sparingly, mainly on the top 3-4 forms you use all of the time. O...
Tue, Nov 19, 2019 at 9:07 AM