Epicor ERP version 10 Consultant Roadmap

Welcome to Epicor University! We congratulate you on your decision to join Epicors efforts to provide excellence and
results in orientation, education, and development of Epicor customers, partners, and employees. We hope you are
excited about the depth of career-training opportunities available within Epicor University. These opportunities are
defined using roadmaps that provide education and career paths for anyone from new hires to principal consultants.
Use the diagram below to review the sequence of sections included in the Consultant Roadmap. Each section is
explained in detail in the following pages of this Roadmap guide. You can use this guide as a checklist as you begin
your education journey within Epicor University.

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Epicor Onboarding
The first step in your journey of being a new employee includes completing the Epicor Onboarding process. The
Onboarding process includes reviewing the Startup Packet and completing other introductory company and
department training. After completing a task, use the check box in the right column to mark the task as complete.
Make sure you complete the entire Epicor Onboarding process before continuing to the next section.

Epicor New Employee Startup Packet Startup Checklist

Corporate Overview EPICweb Recording

(https://epicweb.epicor.com/Education/Pages/EpicorUniversityRecordings.aspx)
Certification Program Overview EPICweb Recording
(https://epicweb.epicor.com/Education/Pages/EpicorUniversityRecordings.aspx)
Department Training by Manager Department Training

Epicor ERP Education and Documentation Tour EPICweb Recording

(https://epicweb.epicor.com/Education/Documents/EdDocTour.htm)
Epicor ERP Application User Guide Downloaded User
Guide eBook
https://epicweb.epicor.com/doc/Pages/EpicorERP.aspx

Epicor ERP Product Education - Prerequisites

Continuing on the training journey brings you to the Epicor ERP Product Education Prerequisites. Use the table below
to review the education courses that are prerequisites for all levels. Self-Paced courses are accessed from the
Embedded Education Courses within the Epicor ERP application and should be completed on your own.

After finishing the courses, you must complete the Foundations exam on Epicor Learning. This prerequisite exam
references content covered in the prerequisite courses listed below. Certification exams typically take 30-60 minutes to
complete.

Course Delivery Method / Checklist

Course Name
Completion Time
Introduction to Epicor ERP 2 hours Self-Paced Course

Navigation 3 hours Self-Paced Course

Customers 2 hours Self-Paced Course

Suppliers 1 hour Self-Paced Course

Parts 2 hours Self-Paced Course

Employees 2 hours Self-Paced Course

Introduction to Trackers 1 hour Self-Paced Course

Personalization 4 hours Self-Paced Course

Introduction to the Dashboard 4 hours Self-Paced Course

System Flow 4 hours Self-Paced Course

Financial Foundations 1 hour Self-Paced Course

Manufacturing Foundations 1 hour Self-Paced Course

Distribution Foundations 1 hour Self-Paced Course

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Foundations Exam 1 hour Foundations Exam

You must complete all of the prerequisite courses before
taking this exam.

8 hours Self-Paced or Live Training (virtual or

Knowledge Camp (recommended, but not required)
classroom)

Level 1 Certification
After completing the Prerequisite courses, you are ready for Level 1 certification which is divided into four tracks:
Financial, Manufacturing & Distribution, Tools, and Technical (Americas Partners only). Your manager will help you
determine which track to complete.

Live training, either in the classroom or virtually, is required when the Delivery Method says Live Training (virtual or
classroom). After finishing each of the courses, complete the corresponding certification exams. Certification exams
typically take 30-60 minutes to complete.

In addition to product and skills education, your manager will assist you with mentoring and shadowing opportunities.
Completion of certification for a level does not guarantee promotion to that level. Work with your manager to discuss
pursuing a career path to the next level.

Standalone Class Delivery Method /

Course
Duration Checklist

Financial Level 1 (1111.5 days classroom training)

Live training consists of core product classroom education and Implementation Camp (5 days).
1 day Live Training (virtual or
General Ledger classroom)
General Ledger Exam
day Live Training (virtual or
classroom)
Introduction to Advanced Financial Reporting
Introduction to Advanced
Financial Reporting Exam
1 day Live Training (virtual or
Accounts Receivable classroom)
Accounts Receivable Exam
1 day Live Training (virtual or
Accounts Payable classroom)
Accounts Payable Exam
Implementation Camp 5 days Live Training (virtual or
Per your manager, instead of the five day Implementation Camp, you may classroom)
be asked to attend the Financial Implementation Camp and complete the Implementation Camp Exam
corresponding exam.

You must complete courses in your determined track before taking this
course.
3 hours Recordings
Signature Methodology Signature Methodology Best
Practice Implementation Exam

4 hours Self-Paced or Live Training

Epicor Social Enterprise (virtual or classroom)
Epicor Social Enterprise Exam

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Manufacturing & Distribution Level 1 (1115.5 days classroom training)

Live training consists of core product classroom education and Implementation Camp (5 days). The core product
education duration varies if taken in the combined five-day training event (titled Manufacturing and Supply Chain
Application Training), or as individual, standalone classes shown below.

day Live Training (virtual or

Quote Management classroom)
Quote Management Exam
1 day Live Training (virtual or
Order Management classroom)
Order Management Exam
1 day Live Training (virtual or
Engineering classroom)
Engineering Exam
2 days Live Training (virtual or
Job Management classroom)
Job Management Exam
1 day Live Training (virtual or
Inventory Management classroom)
Inventory Management Exam
day Live Training (virtual or
classroom)
Inventory Management Specialized Processing
Inventory Management -
Specialized Processing Exam
1 day Live Training (virtual or
Purchase Management classroom)
Purchase Management Exam
day Live Training (virtual or
Purchase Management Specialized Processing classroom)
Purchase Management Exam
Implementation Camp 5 days Live Training (virtual or
You must complete courses in your determined track before taking this classroom)
course. Implementation Camp Exam
3 hours Recordings
Signature Methodology Signature Methodology Best
Practice Implementation Exam

4 hours Self-Paced or Live Training

Epicor Social Enterprise (virtual or classroom)
Epicor Social Enterprise Exam

Tools Level 1 (10 days classroom training)

Live training consists of core product classroom education and Implementation Camp (5 days).
1 day Live Training (virtual or
Business Activity Queries classroom)
Business Activity Queries Exam
1 day Live Training (virtual or
Advanced Dashboards classroom)
Advanced Dashboards Exam
1 day Live Training (virtual or
Embedded Customization classroom)
Embedded Customization Exam
1 day Live Training (virtual or
classroom)
Business Process Management
Business Process Management
Exam

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Implementation Camp 5 days Live Training (virtual or

You must complete courses in your determined track before taking this classroom)
course. Implementation Camp Exam
3 hours Recordings
Signature Methodology Signature Methodology Best
Practice Implementation Exam

4 hours Self-Paced or Live Training

Epicor Social Enterprise (virtual or classroom)
Epicor Social Enterprise Exam

Technical Level 1 (Americas Partners only contact local Channel Manager for regional applicability.)

Business Process Management 1 day Live Training (virtual or

classroom)
Business Process Management
Exam
Global Alerts 2 hours Self-Paced or Live Training
(virtual or classroom)
Global Alerts Exam

System Administration 6 hours Self-Paced or Live Training

(virtual or classroom)
System Administration Exam

System Setup and Management 6 hours Self-Paced or Live Training

(virtual or classroom)
System Setup and Management
Exam

3 hours Recordings
Signature Methodology Signature Methodology Best
Practice Implementation Exam

4 hours Self-Paced or Live Training

Epicor Social Enterprise (virtual or classroom)
Epicor Social Enterprise Exam

Pre-Installation Planning 4 hours Complete Requirements

Checklist
Review Third Party Installations
Technical Services Manager
confirms completion and
emails education@epicor.com

Hardware Sizing Guide 1 hour Review PDF

https://epicweb.epicor.com/products/epicor-erp/downloads
Download Path: Products > Epicor ERP version 10 > Downloads > Utilities
> Hardware Sizing Guide
Unzip File and review the Hardware Sizing Guide.

Hardware Sizing Spreadsheet 1 hour Review Spreadsheet

https://epicweb.epicor.com/products/epicor-erp/downloads
Download Path: Products > Epicor ERP version 10 > Downloads > Utilities
> Hardware Sizing Guide
Unzip File and review the Hardware Sizing spreadsheet.

Interpretation of Hardware Requirements 1 hour Technical Services Manager

confirms successful interpretation
and emails education@epicor.com

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Level 2 Certification
The Consultant Roadmap continues to Level 2 certification which is divided into five tracks: Financial, Manufacturing,
Distribution, Tools, and Technical (Americas Partners only). If you completed the Level 1 Manufacturing & Distribution
track, your manager will help you determine whether to complete the Manufacturing or Distribution track. You can take
these education courses self-paced, in a virtual classroom, or in a physical classroom.

*New for Epicor ERP version 10 Job Costing has moved to Level 2. Live training with an Epicor University instructor
is still required to fulfill this class requirement.

Use the table below to review the education courses that are available for Level 2 certification. The duration is
indicated for self-paced (except Job Costing, where the live training duration is indicated). After finishing each of the
courses, complete the corresponding certification exams. Certification exams typically take 30-60 minutes to complete.

In addition to product and skills education, your manager will assist you with mentoring and shadowing opportunities.
Completion of certification for a level does not guarantee promotion to that level. Work with your manager to discuss
pursuing a career path to the next level.

Self-Paced Delivery Method / Checklist

Course
Duration
Financial Level 2

2 days Live Training (virtual or classroom)

Job Costing
Job Costing Exam
4 hours Self-Paced or Live Training (virtual or
Advanced Allocations classroom)
Advanced Allocations Exam

8 hours Self-Paced or Live Training (virtual or

Advanced General Ledger classroom)
Advanced General Ledger Exam

6 hours Self-Paced or Live Training (virtual or

Asset Management classroom)
Asset Management Exam

1 hour Self-Paced or Live Training (virtual or

Bank Reconciliation classroom)
Bank Reconciliation Exam

3 hours Self-Paced or Live Training (virtual or

Currency Management classroom)
Currency Management Exam

8 hours Self-Paced or Live Training (virtual or

Multi-Company classroom)
Multi-Company Exam

3 hours Self-Paced or Live Training (virtual or

Multi-Site Management classroom)
Multi-Site Management Exam

12 hours Self-Paced or Live Training (virtual or

Posting Engine classroom)
Posting Engine Exam

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3 hours Self-Paced or Live Training (virtual or

Year End Processing and Procedures classroom)
Year End Processing Exam

Manufacturing Level 2

5 hours Self-Paced or Live Training (virtual or

Advanced Material Management classroom)
Advanced Material Management Exam

4 hours Self-Paced or Live Training (virtual or

classroom)
Advanced Production Management
Advanced Production Management
Exam

3 hours Self-Paced or Live Training (virtual or

classroom)
Advanced Planning and Scheduling
Advanced Planning and Scheduling
Exam

2 hours Self-Paced or Live Training (virtual or

Buyers Workbench classroom)
Buyers Workbench Exam

2 hours Self-Paced or Live Training (virtual or

classroom)
Handheld
Manufacturing Execution System (MES)
and Handheld Exam

3 hours Self-Paced or Live Training (virtual or

classroom)
Introduction to Project Management
Introduction to Project Management
Exam

2 hours Self-Paced or Live Training (virtual or

Kanban classroom)
Kanban Exam

2 hours Self-Paced or Live Training (virtual or

classroom)
Manufacturing Execution System
Manufacturing Execution System (MES)
and Handheld Exam

6 hours Self-Paced or Live Training (virtual or

Material Requirements Planning classroom)
Material Requirements Planning Exam

6 hours Self-Paced or Live Training (virtual or

Scheduling classroom)
Scheduling Exam

Distribution Level 2

4 hours Self-Paced or Live Training (virtual or

classroom)
Customer Relationship Management
Customer Relationship Management
Exam

3 hours Self-Paced or Live Training (virtual or

classroom)
Introduction to Project Management
Introduction to Project Management
Exam

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3 hours Self-Paced or Live Training (virtual or

Landed Cost classroom)
Landed Cost Exam

3 hours Self-Paced or Live Training (virtual or

Multi-Site Management classroom)
Multi-Site Management Exam

6 hours Self-Paced or Live Training (virtual or

Order Fulfillment (Allocations) classroom)
Order Fulfillment (Allocation) Exam

2 hours Self-Paced or Live Training (virtual or

Pack Out classroom)
Pack Out Exam

4 hours Self-Paced or Live Training (virtual or

Shipping and Receiving classroom)
Shipping and Receiving Exam

Tools Level 2

8 hours Self-Paced or Live Training (virtual or

classroom)
Advanced Embedded Customization
Advanced Embedded Customization
Exam

2 hours Self-Paced or Live Training (virtual or

Enterprise Search Administration classroom)
Enterprise Search Administration Exam

5 hours Self-Paced or Live Training (virtual or

Epicor EPM Performance Canvas classroom)
Epicor EPM Performance Canvas Exam

4 hours Self-Paced or Live Training (virtual or

Epicor Information Worker classroom)
Information Worker Exam

4 hours Self-Paced or Live Training (virtual or

Epicor Information Worker - Administration classroom)
Information Worker Exam

8 hours Self-Paced or Live Training (virtual or

Epicor Service Connect for Epicor ERP classroom)
Service Connect Exam

SQL Server Reporting Services 12 hours Self-Paced or Live Training (virtual or

classroom)
SQL Server Reporting Services Exam

6 hours Self-Paced or Live Training (virtual or

System Setup and Management classroom)
System Setup and Management Exam

Technical Level 2 (Americas Partners only contact local Channel Manager for regional applicability.)

Credit Card Processing 2 hours Self-Paced or Live Training (virtual or

classroom)
Credit Card Processing Exam

Enterprise Search Administration 2 hours Self-Paced or Live Training (virtual or

classroom)

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Enterprise Search Administration Exam

Epicor Web Access 4 hours Self-Paced or Live Training (virtual or

classroom)
Epicor Web Access Exam

Performance Techniques 6 hours Self-Paced or Live Training (virtual or

classroom)
Performance Techniques Exam

Performance Tuning 6 hours Self-Paced or Live Training (virtual or

classroom)
Performance Tuning Exam

Replication Server Team Training - Requires sign off by

Technical Services Manager, who will send
email to education@epicor.com

SQL Server Reporting Services 12 hours Self-Paced or Live Training (virtual or

classroom)
SQL Server Reporting Services Exam

Epicor ERP Installation Guide 16 hours Lab Install Epicor ERP to PC.
Requires sign off by Technical Services
https://epicweb.epicor.com/doc/Pages/EpicorERP.aspx Manager, who will send email
to education@epicor.com

Level 3 Certification
Level 3 certification is divided into five tracks: Financial, Manufacturing, Distribution, Tools, and Technical (Americas
Partners only). These courses are offered in a combination of self-paced, virtual classroom, or in a physical classroom.

Use the table below to review the education courses that are required for Level 3 certification. The duration is indicated
for self-paced. After finishing each of the courses, complete the corresponding certification exams. Certification exams
typically take 30-60 minutes to complete.

In addition to product and skills education, your manager will assist you with mentoring and shadowing opportunities.
Completion of certification for a level does not guarantee promotion to that level. Work with your manager to discuss
pursuing a career path to the next level.

Self-Paced Delivery Method / Checklist

Course Duration
Financial Level 3
6 hours Self-Paced or Live Training (virtual or
Advanced Report Designing for AFR classroom)
Advanced Report Designing for AFR Exam

4 hours Self-Paced or Live Training (virtual or

Cash Management classroom)
Cash Management Exam

2 hours Self-Paced or Live Training (virtual or

Credit Card Processing classroom)
Credit Card Processing Exam

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1 hour Self-Paced or Live Training (virtual or

Debit Note Processing classroom)
Debit Note Processing Exam

4 hours Self-Paced or Live Training (virtual or

Deferred Revenue Accounting classroom)
Deferred Revenue Accounting Exam

4 hours Self-Paced or Live Training (virtual or

Financial Report Designer classroom)
Financial Report Designer Exam

5 hours Self-Paced or Live Training (virtual or

Payment Instruments classroom)
Payment Instruments Exam

3 hours Self-Paced or Live Training (virtual or

Payroll classroom)
Payroll Exam

1 hour Self-Paced or Live Training (virtual or

Rebates classroom)
Rebates Exam

4 hours Self-Paced or Live Training (virtual or

Tax Connect classroom)
Tax Connect Exam

Manufacturing Level 3
4 hours Self-Paced or Live Training (virtual or
Case Management classroom)
Case Management Exam

8 hours Self-Paced or Live Training (virtual or

Configurator classroom)
Configurator Exam

3 hours Self-Paced or Live Training (virtual or

Customer Pricing classroom)
Customer Pricing Exam

4 hours Self-Paced or Live Training (virtual or

Demand Management classroom)
Demand Management Exam

4 hours Self-Paced or Live Training (virtual or

Enhanced Quality Assurance classroom)
Enhanced Quality Assurance Exam

3 hours Self-Paced or Live Training (virtual or

Field Service classroom)
Field Service Exam

2 hours Self-Paced or Live Training (virtual or

Job Splits classroom)
Job Splits Exam

6 hours Self-Paced or Live Training (virtual or

Maintenance Management classroom)
Maintenance Management Exam

1 hour Self-Paced or Live Training (virtual or

Methods of Manufacturing classroom)
Method of Manufacture Exam

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6 hours Self-Paced or Live Training (virtual or

Multi-Company Configurator classroom)
Multi-Company Configurator Exam

4 hours Self-Paced or Live Training (virtual or

Project Billing classroom)
Project Billing Exam

5 hours Self-Paced or Live Training (virtual or

Project Management classroom)
Project Management Exam

8 hours Self-Paced or Live Training (virtual or

Purchase Contracts classroom)
Purchase Contracts Exam

2 hours Self-Paced or Live Training (virtual or

Purchase Requisitions classroom)
Purchase Requisitions Exam

4 hours Self-Paced or Live Training (virtual or

Quality Assurance classroom)
Quality Assurance Exam

2 hours Self-Paced or Live Training (virtual or

RMA Processing classroom)
Return Material Authorization Exam

2 hours Self-Paced or Live Training (virtual or

Sales Kitting classroom)
Sales Kitting Exam

6 hours Self-Paced or Live Training (virtual or

Time and Expense Management classroom)
Time and Expense Management Exam

Distribution Level 3
4 hours Self-Paced or Live Training (virtual or
Case Management classroom)
Case Management Exam

8 hours Self-Paced or Live Training (virtual or

Configurator classroom)
Configurator Exam

3 hours Self-Paced or Live Training (virtual or

Customer Pricing classroom)
Customer Pricing Exam

3 hours Self-Paced or Live Training (virtual or

Cycle Counting classroom)
Cycle Counting Exam

4 hours Self-Paced or Live Training (virtual or

Demand Management classroom)
Demand Management Exam

4 hours Self-Paced or Live Training (virtual or

Enhanced Quality Assurance classroom)
Enhanced Quality Assurance Exam

3 hours Self-Paced or Live Training (virtual or

Field Service classroom)
Field Service Exam

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2 hours Self-Paced or Live Training (virtual or

classroom)
Handheld
Manufacturing Execution System (MES)
and Handheld Exam

2 hours Self-Paced or Live Training (virtual or

Job Splits classroom)
Job Splits Exam

6 hours Self-Paced or Live Training (virtual or

Maintenance Management classroom)
Maintenance Management Exam

2 hours Self-Paced or Live Training (virtual or

classroom)
Manufacturing Execution System
Manufacturing Execution System (MES)
and Handheld Exam

6 hours Self-Paced or Live Training (virtual or

Multi-Company Configurator classroom)
Multi-Company Configurator Exam

4 hours Self-Paced or Live Training (virtual or

Project Billing classroom)
Project Billing Exam

5 hours Self-Paced or Live Training (virtual or

Project Management classroom)
Project Management Exam

8 hours Self-Paced or Live Training (virtual or

Purchase Contracts classroom)
Purchase Contracts Exam

2 hours Self-Paced or Live Training (virtual or

Purchase Requisitions classroom)
Purchase Requisitions Exam

4 hours Self-Paced or Live Training (virtual or

Quality Assurance classroom)
Quality Assurance Exam

2 hours Self-Paced or Live Training (virtual or

RMA Processing classroom)
Return Material Authorization Exam

2 hours Self-Paced or Live Training (virtual or

Sales Kitting classroom)
Sales Kitting Exam

3 hours Self-Paced or Live Training (virtual or

Serial Number Tracking classroom)
Serial Control and Tracking Exam

6 hours Self-Paced or Live Training (virtual or

classroom)
Time and Expense Management
Time and Expense Management Exam

Tools Level 3
8 hours Self-Paced or Live Training (virtual or
Advanced Epicor Service Connect for Epicor ERP classroom)
Advanced Service Connect Exam

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4 hours Self-Paced or Live Training (virtual or

Advanced Print Management classroom)
Advanced Print Management Exam

3 hours Self-Paced or Live Training (virtual or

Auto Print Control classroom)
Auto Print Control Exam

8 hours Self-Paced or Live Training (virtual or

Build an Executive Dashboard classroom)
Build an Executive Dashboard Exam

8 hours Self-Paced or Live Training (virtual or

Epicor EPM Canvas Planning classroom)
Epicor EPM Canvas Planning Exam

8 hours Self-Paced or Live Training (virtual or

classroom)
Epicor EPM Server and Cube Connect
Epicor EPM Server and Cube Connect
Exam

4 hours Self-Paced or Live Training (virtual or

Epicor Web Access classroom)
Epicor Web Access Exam

2 hours Self-Paced or Live Training (virtual or

Global Alerts classroom)
Global Alerts Exam

2 hours Self-Paced or Live Training (virtual or

Introduction to Executive Dashboards classroom)
Introduction to Executive Dashboards Exam

6 hours Self-Paced or Live Training (virtual or

Performance Techniques classroom)
Performance Techniques Exam

6 hours Self-Paced or Live Training (virtual or

Performance Tuning classroom)
Performance Tuning Exam

3 hours Self-Paced or Live Training (virtual or

Styling and Themes classroom)
Styling and Themes Exam

6 hours Self-Paced or Live Training (virtual or

System Administration classroom)
System Administration Exam

Technical Level 3 (Americas Partners only contact local Channel Manager for regional applicability.)
Advanced Installation Training 16 hours Live Training Class

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Revisions

The below table is updated as changes are made to the roadmap; including adding, deleting, or moving requirements.

Date Change Summary

14 April 28, 2014