In Good Company: Understating Epicor’s Company Structure

Understanding Epicor’s Company Structure: A Guide for Modern ERP Implementation

Epicor’s company structure remains a cornerstone of the ERP system’s architecture, providing the fundamental framework for organizing and implementing your enterprise resource planning (ERP) solution. Understanding this structure is crucial for optimizing your ERP implementation and ensuring your system aligns perfectly with your business needs.

Why Company Structure Matters

The importance of Epicor’s Company structure cannot be overstated—it forms the foundation that affects every module’s functionality and behavior. A well-planned company structure ensures:

• Alignment with your business strategy
• Optimal system performance
• Effective utilization of features
• Streamlined workflow management

Three-Phase Setup Process

Setting up companies in an Epicor database involves three crucial phases:

1. Initial Creation: Companies are established through the Epicor Administration Console
2. Base Configuration: Core company information is defined via Company Maintenance
3. Module Configuration: Detailed module-specific defaults are set through Company Configuration

Key Configuration Elements

When configuring a new Company through the Admin Console, several critical elements must be defined:

• Company ID: A unique identifier that becomes permanent once set
• Company Name: The official designation used across forms and reports
• Company Installation: The specific license file for the implementation
• Country Code: Required for company-specific functionality
• Base Currency Code: Primary currency for financial operations
• Number of Decimals: Precision settings for costs, prices, and general calculations

Best Practices for Modern Implementation

To ensure successful implementation:

• Align company structure with current business operations
• Plan for scalability and future growth
• Consider multi-currency requirements if operating internationally
• Document configuration decisions for future reference
• Regular review and optimization of settings

Moving Forward

While the basic principles of Epicor’s company structure remain constant, modern implementations benefit from enhanced features and improved integration capabilities. Success depends on thoughtful planning and configuration that reflects your organization’s current needs while allowing for future growth.

For more information about optimizing your Epicor implementation or to discuss your specific needs, contact our team of experts.