Epicor’s Company structure comprises the fundamental data elements, which underlie a customer’s configuration of Epicor’s ERP application. Epicor’s Company structure allows customers to configure their ERP system in a manner that mirrors their business structure and strategy. Moreover, proper Company setup ensures that the Epicor application will function as intended, allowing Epicor’s rich layers of functionality to be effectively utilized by an implementing customer.
The importance of Epicor’s Company structure cannot be understated—the setup at the company level affects every module, influencing or altering its behavior or functionality. Thus, an implementing customer must give strong consideration to its Company setup, as to maximize its ERP investment and avoid sub-optimizing its use of the application.
To get access to Version 10 Epicor features, the setup of Companies in an Epicor database involves three phases:
- Companies are created through the Epicor Administration Console.
- The base information for a Company is defined through the Company Maintenance form.
- The detailed module-specific defaults for a Company are defined through the Company Configuration form.
As part of the installation process, or shortly thereafter, Companies are created through the Epicor Admin Console. Companies are database entities that are created through the Application Server nodes of the Admin Console. A right click on a given application instance allows a system administrator to add a Company:
When adding a Company, the Admin Console raises a configuration window, which allows the system administrator to define the basic Company elements:
The elements that can be defined at this time include the following:
- The Company ID: This ID is a key field and cannot be changed once it is defined.
- The Company Name: This represents the name of the company, as it will be viewed on forms and reports. This value can be later changed through the Company Maintenance form.
- The Company Installation: This is the specific license file which will be used for this Company. This is a required field, and the value assigned is normally the same license file that was previously imported into the Admin Console at the time of installation.
- Country Code: If the customer is using company-specific functionality, then the Country Code can be defined.
- Base Currency Code: Most often, this is defined as US Dollars or “USD” for Companies whose work occurs primarily in the United States.
- Number of Decimals: These can be defined according to the decimal required to support cost-related, price-related and general functionality. Quite often the defaults of 5-5-2 are sufficient for many businesses.
The above steps entail the mere beginnings of a Company configuration, but as a Company setup progresses, implementing customers work to become in good company with other successful Epicor 10 implementations.