ERP System Review

Our review contains critical system information including applications, industries supported, number of customers, underlying technology, and critical generic functionality - customization, multiple companies, multiple currencies, workflow, mobility, sales tax and reporting.
Compare Criteria Epicor Financials
Product Information  
System Epicor Financials
Vendor Epicor Software Corporation
Description
Epicor is the essential partner for businesses that make, move and sell the things that keep the world running. With a history of 50 years in ERP software, we have evolved to provide end-to-end productivity solutions for five core industries: Epicor for Manufacturing, Epicor for Distribution, Epicor for Retail, Epicor for Building Supply, and Epicor for Automotive. Within each of these industries, we offer a portfolio of platforms and modules, secure in the cloud, curated to provide you with a complete solution set for your business. We’re cloud first with the flexibility to offer choice to those who are on the journey to cloud, so you have exactly what you need to run your business today and tomorrow. We go beyond enterprise resource planning and provide innovative and highly focused industry productivity solutions that are essential to our customers’ businesses. We enable them to track and streamline their processes, connect their employees, make better decisions, and accelerate their ambitions – whether that’s growing business, expanding capabilities, increasing productivity, or improving efficiency. With our continuous technical innovation and deep vertical knowledge, we’re able to curate and flex our solutions to anticipate the complex and changing needs of our customers’ businesses.
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Website
Primary Tier 2
Industries  
Apparel No
Construction Yes
Field Services Yes
Financial Services Yes
Food & Beverage Yes
Hospitality Yes
Manufacturing Yes
Nonprofit Yes
Professional Services Yes
Retail & ECommerce Yes
Transportation & Logistics Yes
Wholesale Distribution Yes
Applications  
Accounting (General Ledger, Financial Reporting, Accounts Receivable, Accounts Payable, Budgeting and Cash Management) Yes
Asset Management Yes
CPQ (Configure Price Quote) Yes
CRM Yes
Distribution (Order Processing, Purchasing and Inventory) Yes
E-commerce Yes
Field Services - Dispatching & Scheduling Yes
Field Services - Mobile Field Management Yes
Human Resource Management No
Manufacturing - Quality Control No
Manufacturing - Scheduling No
Manufacturing - Shop Floor Control No
MRP No
Payroll Yes
Point of Sale Yes
Product Lifecycle Management No
Professional Services - Scheduling Yes
Professional Services - Timesheets Yes
Professional Services – WIP Management Yes
Project Management Yes
Transportation Management No
Warehouse Management No
Developer Information  
Number of customers - all products 23,000
Number of customers - this product
Technology  
% of application that is web based (just need a browser on workstation) 100%
On premise, cloud or hybrid On Premise, Cloud, Hybrid
Private or Public Cloud Private, Public
Tenant Architecture Single-Tenant, Multi-Tenant
Generic Requirements  
Customization/Configuration  
Without changing source code In Current Release
User-defined fields
  • Can define values/dropdowns for fields
  • Used in report selection and ordering
  • Used in workflow
In Current Release
User defined screens
  • Change fields to required, optional or invisible for standard and user-defined field
In Current Release
Multiple Companies  
Share inventory across companies In Current Release
Share customers and suppliers across companies In Current Release
Automate balancing of transactions across legal entities In Current Release
PO of 1 company automatically generates the sales order in another company In Current Release
Multiple Currencies  
Maintain source and home currency amount for each transaction In Current Release
Date effective currency exchange rates In Current Release
Work Flow  
Can apply an approval process to any transaction such as a journal entry or any master file such as a supplier or inventory item In Current Release
Can generate alerts/escalation if something expected is late or reminders In Current Release
Configurable approvals or alerts without needing programming In Current Release
Mobility  
Optimized for Android and iPhone In Current Release
Offline mode and synch when internet connected In Current Release
Sales tax compliance  
Canadian sales tax compliance In Current Release
US sales tax compliance In Current Release
Reporting/Business Intelligence  
Reporting  
Industry standard reporting tool and can change existing reports or add new ones In Current Release
Ad-hoc reporting (don’t need a programmer) with filtering, sorting and summarizing options In Current Release
Dashboards  
Based on real time updates from all transactions In Current Release
Role specific In Current Release
Configurable dashboards - don't need to be a programmer to create or change dashboard In Current Release
Analytics  
Drag and drop dimensions In Current Release
Visualization/graphic representation of data In Current Release