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Working tools,
free to use
Checklists and scripts drawn from real implementations — the same ones we use on engagements.
Resources
Practical Epicor tools for manufacturers
Working checklists and scripts drawn from real implementations. Request any of them by email and we'll send a copy over.
Go-Live Readiness Checklist
- User & training readiness
- Data readiness
- Testing & cutover coverage
- Finance, production & reporting
- Support model
Finance Testing Checklist
- AP · AR · GL
- Bank reconciliation
- Month-end close
- Job costing & COS
- Balance sheet review
End-to-End Testing Script
- Customer → quote → engineering
- Sales order → job → MRP
- PO → receipt → production
- Shipment → invoice → cash
MRP Readiness Checklist
- Part setup & lead times
- Min / max levels
- Warehouses & bins
- Purchase suggestions
- Planning parameters
MES Labor Readiness Guide
- Employee & resource setup
- Work queue & job labor
- Indirect codes
- Corrections
- Shop-floor devices
Technical Health Check
- BPMs & Data Directives
- Epicor Functions
- Application Studio layers
- BAQs & reports
- Upgrade-safety review