Enterprise Resource Planning - Biscit I Epicor ERP Solutions

Business ArchitectureBusiness ProcessManagementBuilding on and extending beyond thesimple rules enforced by Business ActivityManagement (BAM), Epicor BusinessProcess Management (BPM) is all aboutidentifying and improving processes to makeyour business more efficient, disciplined,and better able to adapt to change.Epicor incorporates BPM technology toenable organizations to automate andstreamline business processes for continuousimprovement. Epicor BPM augments yourcurrent efforts of continuous improvement byFigure 14.6 Business Process Management—Build new controls and validate easier with BPM.allowing you to more closely tailor your Epicorsolution to reflect the best practices you haveWorkflow and TaskManagementWorkbench and TrackerViewsThe workflow facilities available withinWorkbenches and Trackers provide aEpicor enable you to quickly beginfocused, paperless, and single point for entrymanaging and automating even the mostand review. Workbenches can automate andcomplex business processes—includingexecute routine processes, while Trackersworking toward ISO certification. Epicorprovide contextual information throughoutXX Pre-process condition builderWorkflow Management is comprised of fourthe system to users with “view only” access.XX Post-process routine automationmajor components—Task Management,Designed with robust search, Trackers allowXX Customizable base processWorkbench and Tracker Views, and Businessusers to move easily between views—(See fig. 14.6)Process Management (BPM).quickly getting to a 360 degree view of thecustomer, supplier, or part. Nearly everydeveloped. Complete functionality includes:XX Seamless integration and workflowcapabilitiesXX Easy-to-use designer with wizardinterfaceThe Epicor Task Management systemfunction is available for view. Epicor comesSocial Enterpriseallows you to connect your people withwith many predefined workbenches—Epicor Social Enterprise (ESE) is aprocesses and the ERP system itself.including purchasing, planning, engineering,collaboration solution that provides aAs business processes become moreinspection, service, sales, credit manager,fundamental shift in the way organizationscomplex and dynamic, it’s important forand plant workbenches.collaborate around a project, customerincident, quality issue, procurementany enterprise application to recognizesituations and help drive people towardthe right efforts and the right decisions.Complete functionality includes:XX Multi- and single-tiered taskmanagementXX Easily definable tasksXX Electronic sign-offsXX Type-based task categorizationXX Definable task listsXX Detailed message logXX Automatic work assignment and routingXX Automatic WIP notificationXX Automatic alert notificationXX Automatic carry-out processesFigure 14.7 Social Enterprise—Monitor changes using activity streams within an Epicor application.7

Business Architecturechallenge, or planning event. It enablesXX Multiformat document viewingConnect (ECC) was designed to solvepeople to fully engage within theirXX Automated product documentationthe challenges of manufacturers andbusinesses and leverage their ERP data in theworkflowtheir unique needs as they integrateprocess to make more informed decisions.XX Advanced Print Routingan eCommerce solution. ECC is builtOnline social engagement reduces theXX Epicor DocStar ECMon the Magento platform—a leader infrequency of company meetings, improveseCommerce—with a comprehensivethe speed of decision making, and ultimatelyAdvanced Print Routingecosystem and tooling in constantdrives a new level of business efficiency. FullyEpicor ERP Advanced Print Routing letsdevelopment to enable businesses toembedded within Epicor ERP to deliver easieryou email multiple recipients in multiplestay current with latest commerce trends.access to business information, ESE fostersformats, send output to one or moreEpicor Commerce Connect is also fullycross-company collaboration by bringingdesignated printers, or save reports to aintegrated with Epicor ERP and offers thesocial media concepts and contextual ERPnetwork folder in a desired format. Withsynchronization required by most commerceinformation together in a single tool. Thisan easy-to-use graphical workflow builder,sites while boasting additional capabilitiesallows people to share information withyou can quickly and easily manage reportsneeded by manufacturers—includingeach other—working together to solveby filtering and assigning alternative reportsfull integration with Epicor ERP productproblems while building up a knowledgestyles. Advanced Print Routing allows youconfiguration capabilities. Finally, ECC easilybase repository in which good ideas areto send order confirmations or invoices toextends to new data elements and providesnever lost. Because it is an embeddedcustomers, generate and submit requireda platform for eCommerce business growth.component of Epicor ERP, users already havefinancial reports, deliver parts reportsthe ability to subscribe and unsubscribe toor pick-lists to others, or save criticalWhile many companies can providethe information relevant to their role in theinformation to a business archive.eCommerce services, very few leadingbusiness. Complete functionality includes:providers are able to deliver the value andEpicor DocStar ECMrapid results that Epicor Commerce ConnectXX Embedded capabilitiesEpicor DocStar ECM is an industry-leadingaffords. It can extend business boundariesXX Business notificationsolution that’s built for the web and deliverswith a proven commerce architectureXX In-context and on-demanddeployment choice. Users can install DocStarthat connects businesses to consumers,XX Activity streamsECM on their hardware or use DocStar incustomers, and suppliers—and enablesXX Collaborationthe cloud. The same software offers theEpicor ERP customers to utilize their websitesXX Knowledge basesame user experience and the same greatto help drive revenue, increase customer(See fig. 14.7)results. DocStar ECM supports all popularsatisfaction, and grow their businesses.browsers and mobile devices to deliverEnterprise ContentManagementaccess anytime, anywhere. Epicor DocStarECM manages electronic assets with:System ToolsEpicor ICE offers a series of systemEnterprise Content Management (ECM)XX Securityfacilities and tools to enable the effectivehelps your business achieve growth byXX Audit Trailmanagement of Epicor applications—enabling you to streamline and automateXX Data Centerextending to system security, documentreporting processes, reduce the risk of error,XX Workflowmanagement, advanced softwareand improve business efficiency. ECM isXX Intelligent Capturedevelopment, software deployment, andthe technology used to capture, manage,XX Custom Formsproduct documentation. System toolstore, preserve, and deliver content andXX Search and Retrievefunctionality includes:documents related to organizationalXX Document Retentionprocesses. ECM tools and strategiesXX Centralized administration consoleallow the management of organizations’XX Comprehensive system monitorelectronic information exists. CompleteElectronic CommercePlatformfunctionality includes:Businesses looking to improve customerunstructured information—wherever thatXX Email integrationXX Separation of Epicor ICE from EpicorApplicationsservice, reduce lead times through newXX Multiple system agentsXX Drag-and-drop attachmentsbusiness efficiency, and deliver newXX Extended reporting frameworkXX Secure document repositoryopportunities to sales will often invest inXX Customizable printed formsXX Contextual retrievaleCommerce solutions. Epicor CommerceXX Auto print control8

Business Architecturethe organization. You can also incorporateworkflow and system orchestrationthrough visual designers with little tono programming effort, easily link andtransform XML documents to map todifferent systems, quickly review and trackin-progress processes or after the processcompletes with Service Connect workflowlogs, and perform full dataset and multiplerecord updates in the same way as the webservice update method processes data.(See fig. 14.8)REST ServicesRepresentational state transfer (REST)services are a type of web service based onthe architecture of the internet. Through thisFigure 14.8 Epicor Service Connect—a rapid platform for incorporating workflow and systemapplication program interface (API), theseorchestration through visual designers with little to no programming effort.services link applications more easily throughInternet type connections.SecurityAutomation Tool for EpicorEpicor comprehensive security featuresThe Automation Tool for Epicor (ATE) canThese services use the OData REST Protocol,secure access to multiple companies withoutdo everything your users can do in Epicorwhich adds query capabilities and metadatahaving to close all forms or carry outERP and is a very efficient way to either rundescriptions to enable OData awaredifferent logins when switching companies.repetitive tasks that may differ only in theapplications such as Microsoft Excel, PowerPlus, Epicor ICE provides the option forselection criteria or run tasks that need toBI , or similar third-party applications toMicrosoft Windows Authentication,be launched late at night when other usersdisplay real-time Epicor data. REST does thisWindows Single Sign-on, and Passwordare off the system—like data intensive tasksby exposing data and functions as uniquePolicy, as well as method security protocolssuch as very large print runs, MRP, etc. ATEUniform Resource Locators (URLs) resources.to secure types of processing users are ablecan also be used as part of your changeApplications can then communicate withto carry out—like allowing a user to updatemanagement process to test the latestthe REST services in the same way a weban existing part but not add a new part—byEpicor hotfixes using automated test scriptsbrowser interacts with a website.user or group. Complete Security featuresmatched to your business activities and data.also include:Users can easily revalidate results with ATE.The REST services implement the fullfunctionality of the Epicor ERP businessXX Data level securityobjects. As with any use of the businessXX Security reportingEpicor Service ConnectXX Online edits and auditsEpicor Service Connect is a powerfuldata to other systems and to provideXX Date and time—using server time—andbusiness integration platform—functioninginterfaces for data Import and Update, butuser name for auditingobjects, the services can be used to extractas a central integration point for securethey should not be used in applicationsXX Product securityworkflow orchestrations within Epicordesigned to provide transactionalXX Application securityapplications, as well as external connectivityfunctionality that would otherwise require aXX Access securityto Epicor and non-Epicor applications.concurrent user login.XX Business securityBecause Epicor Solutions are built usingXX Change logsEpicor SOA, the power of Service ConnectXX Complete audit controlcan be used to streamline processingXX HTTPS protocolswithin the application framework. EpicorCompliance and StructuredReporting FrameworkService Connect enables you to promoteThe Compliance and Structured Reportinglean principles, continuous performanceFramework consists of functionalityinitiatives, and Six Sigma quality throughoutdesigned to allow definition, generation,9

Business Architectureand distribution of electronic documentsEpicor Learning Centerfor a wide audience that includesin formats such as XML, JSON, and CSV.Your Epicor Learning Center (ELC) allowsmanagement, technical staff, and endIn many countries, there are specificyou to deliver, manage, and track yourusers, the resources provide detailedreporting requirements—includingcompany’s training needs from one centralinformation on installing, configuring, andelectronic accounting, invoicing, and SAF-Tlocation. Here, you can access courseusing Epicor ERP applications.reporting—mandated by governmentmaterials, set and manage employeeagencies that must be generated from theassignments, register for classes, and trackERP system. Such regulatory requirementstraining progress and test scores. The ELCdetailed instructions that walk userscan change periodically and rapidly. Thecontains a broad catalog of Training onthrough major application functionsfunctionality is designed to allow definitionDemand courses and tests. Role-basedare available both in printed andand distribution of document formats.agendas help you align courses and examsThe functionality also has broad use forto each employee’s training needs, sogeneration of document formats usedthey can learn a new topic, prepare forthe new functionality within each Epicorfor system integrations and other dataan upgrade, launch a new application, orERP version and releasereporting applications.dive more deeply into current applications.Epicor Education andContent DeliveryXX User guides and eBooks—illustrated,electronic formatsXX Feature summaries—concise overview ofXX Knowledge base—an extensive collectionAdministrators may view individual testof documents—including answers toresults or aggregate scores across the entirefrequently asked questions, proceduralorganization to easily track knowledgedocumentation, release notes, tips fromEpicor staff, and morelevels. Best of all, tests are not limited toXX Online help—reference tool thatEpicor University delivers a suite of tools,Epicor content. You can add proprietaryaligning to the different learning styles andquestions and tests to the ELC, and thendocuments application features andneeds of your employees. Resources include:assign and track them as desired.functionality—including field definitions,(See fig. 14.9)technical detail, calculations, tips,XX Training on Demand videosXX Embedded Education self-paced coursesand examplesXX Role-based training agendasDocumentationXX Course testsEpicor provides an extensive set ofXX Live trainingdocumentation to help users get the mostXX Online helpout of their Epicor solution. DevelopedXX Installation guides—comprehensiveinstructions on installing applicationsXX Technical reference guides—in-depthinformation on the most complex topicsXX System and user documentationEmbedded EducationEmbedded Education is a self-pacedtraining module accessed directly withina training installation of Epicor ERP. Userscan access more than 100 courses—eachwith detailed explanations and hands-onexercises. Learners are able to easily navigatebetween courses and the related applicationusing real-life business data through anEpicor education database. The coursesprovide a structured and repeatable learningexperience for initial and ongoing training.As this is a licensed module, new trainingFigure 14.9 Epicor Learning Center—Epicor Learning Center offers Training on Demand for userscomes with each release of Epicor ERP, sofor optimum productivity and greater utilization of ERP.users can more easily be trained and ready.10

Business ArchitectureContact us todayenquiries@biscit.comhttps://www.biscit.comThe contents of this document are for informational purposes only and are subject to change without notice. Epicor Software Corporation makes no guarantee, representations, or warranties with regard to theenclosed information and specifically disclaims, to the full extent of the law, any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality, or reasonable skill andcare. This document and its contents, including the viewpoints, dates, and functional content expressed herein are believed to be accurate as of its date of publication, November, 2018. The results representedin this testimonial may be unique to the particular user as each user’s experience will vary. The usage of any Epicor software shall be pursuant to the applicable end user license agreement, and the performanceof any consulting services by Epicor personnel shall be pursuant to applicable standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third-partyproducts may require the purchase of licenses for such other products. Epicor and the Epicor logo are registered trademarks or trademarks of Epicor Software Corporation in the United States, certain othercountries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright 2018 Epicor Software Corporation. All rights reserved.

Business Process . Management. Building on and extending beyond the . simple rules enforced by Business Activity Management (BAM), Epicor Business Process Management (BPM) is all about identifying and improving processes to make your business more efficient, disciplined, and better able to adapt to change. Epicor incorporates BPM technology to