Project Management Coursedocshare02.docshare.tips/files/27309/273099608.pdf · 2017. 1. 15. · Project Management Course This course reviews the project management flow in the Epicor

Epicor ERPProject Management Course10.0.700.2

Disclaimer

This document is for informational purposes only and is subject to change without notice. This document and itscontents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of itsdate of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties withregard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for aparticular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software islikely to be unique in their requirements in the use of such software and their business processes, users of this documentare always advised to discuss the content of this document with their Epicor account manager. All information containedherein is subject to change without notice and changes to this document since printing and other important informationabout the software product are made or published in release notes, and you are urged to obtain the current releasenotes for the software product. We welcome user comments and reserve the right to revise this publication and/ormake improvements or changes to the products or programs described in this publication at any time, without notice.The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance ofany consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usageof the solution(s) described in this document with other Epicor software or third party products may require the purchaseof licenses for such other products. Where any software is expressed to be compliant with local laws or requirementsin this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such lawsand requirements. All laws and requirements are subject to varying interpretations as well as to change and accordinglyEpicor cannot guarantee that the software will be compliant and up to date with such changes. All statements ofplatform and product compatibility in this document shall be considered individually in relation to the products referredto in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and alsostated to be compatible with another product, it should not be interpreted that such Epicor software is compatiblewith both of the products running at the same time on the same platform or environment. Additionally platform orproduct compatibility may require the application of Epicor or third-party updates, patches and/or service packs andEpicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packsreleased by third parties after the date of publication of this document. Epicor® is a registered trademark and/ortrademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All othertrademarks mentioned are the property of their respective owners. Copyright © Epicor Software Corporation 2014.All rights reserved. No part of this publication may be reproduced in any form without the prior written consent ofEpicor Software Corporation.

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Contents

Project Management Course..................................................................................................5Before You Begin....................................................................................................................6

Audience.........................................................................................................................................................6

Prerequisites....................................................................................................................................................6

Environment Setup..........................................................................................................................................7

Overview.................................................................................................................................8Application Setup...................................................................................................................9

Workshop - Company Configuration Setup......................................................................................................9

Workshop - Site Configuration Setup.............................................................................................................10

Daily Project Management Processing................................................................................12Quote Processing...........................................................................................................................................12

Workshop - Enter a Quote......................................................................................................................12

Enter a First Quote Line...................................................................................................................13

Engineer the First Quote Line...........................................................................................................13

Review the Quote Line Costs...........................................................................................................15

Enter a Second Quote Line..............................................................................................................15

Engineer the Second Quote Line......................................................................................................16

Review the Quote Line Costs...........................................................................................................16

Review the Quote............................................................................................................................17

Project Creation.............................................................................................................................................17

Workshop - Create a Project...................................................................................................................17

Define WBS Phases..........................................................................................................................18

Define Costs for WBS Phases...........................................................................................................19

Define Project Costs........................................................................................................................20

Define Invoicing and Revenue Recognition.......................................................................................21

Set Project Milestones......................................................................................................................22

Link the Quote to the Project...........................................................................................................22

Review Project Costs........................................................................................................................23

Create a Sales Order........................................................................................................................23

Review the Project...........................................................................................................................23

Create Project Jobs..........................................................................................................................25

Review Project Costs........................................................................................................................26

Project Processing (WBS Phase 1)...................................................................................................................27

Workshop - Report Labor........................................................................................................................27

Workshop - Review Project Costs............................................................................................................28

Workshop - Review Revenue Recognition...............................................................................................29

Workshop - Complete a Milestone..........................................................................................................30

Workshop - Issue Material......................................................................................................................30



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ContentsProject Management Course




Workshop - Capture WIP........................................................................................................................34

Workshop - Review Inventory/WIP Reconciliation Report.........................................................................35

Workshop - Ship the Sample...................................................................................................................35

Workshop - Complete a Milestone..........................................................................................................36

Workshop - Enter AR Invoice..................................................................................................................36

Workshop - Complete the Project Phase.................................................................................................37


Workshop - Capture COS.......................................................................................................................39


Workshop - Close the Job.......................................................................................................................40

Workshop - Receive Payment..................................................................................................................40

Project Processing - (WBS Phase 2).................................................................................................................42

Workshop - Process Milestone Billing......................................................................................................42

Workshop - Enter an Advance AR Invoice...............................................................................................42


Workshop - Receive Payment..................................................................................................................44

Workshop - Issue Material......................................................................................................................45











Workshop - Ship the Knee Implant.........................................................................................................53

Workshop - Invoice the Customer...........................................................................................................53



Workshop - Report Additional Labor.......................................................................................................56

Workshop - Close the Job.......................................................................................................................57



Workshop - Complete the Project...........................................................................................................59

Export to MS Project......................................................................................................................................60

Workshop - Export the Project................................................................................................................61

Import from MS Project..................................................................................................................................63

Workshop - Import the Project................................................................................................................64

Conclusion.............................................................................................................................66

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Project Management CourseContents

Project Management Course

This course reviews the project management flow in the Epicor application. Topics include phase entries, projectanalysis to analyze costs, and project progress monitoring.

Project management allows you to organize and plan the manufacture of projects that need to be controlled atdifferent levels. Project management enables you to create, monitor, and complete complex manufacturingprojects successfully.

Upon successful completion of this course, you will be able to:

• Create work breakdown structure (WBS) phases.

• Define milestones to create project billing.

• Assign related jobs, sales orders, and quotes to a project.

• Use the Build Project Analysis process to analyze project costs and performance.

• Use Revenue Recognition to recognize project costs and revenue.

• Bill for projects.

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Project Management CourseProject Management Course

Before You Begin

Read this topic for information you should know in order to successfully complete this course.

Audience

Specific audiences will benefit from this course.

• Production Manager

• Sales Manager

• Project Manager

• Consultants

• General Manager

Prerequisites

To complete the workshops in this course, the necessary modules must be licensed and operating in your trainingenvironment. For more information on the modules available, contact your Epicor Customer Account Managerat [email protected]. It is also important you understand the prerequisite knowledge contained in othervaluable courses.

• Required Course: Navigation

This course introduces navigational aspects of the application's user interface. Designed for a hands-onenvironment, general navigation principles and techniques are available at each of the interface levels withinthe application - system, module, and program. Workshops focus on each of these levels and guide youthrough each navigational principle introduced.

• Recommended Course: Job Management

This course describes the features and functionality of the Job Management module. Job Management providesa comprehensive manufacturing control system designed for routing, scheduling, costing, and tracking customor repetitive parts produced for inventory or shipped to the customer from the site floor.

• Recommended Course: Manufacturing Foundations

Creating an efficient manufacturing foundation is crucial because it defines how jobs flow through theapplication and how costing is applied to those jobs. In addition, this foundation will determine your shopcapacity and provide the backbone for scheduling. This course is designed to introduce you to the principlebuilding blocks in establishing a strong manufacturing environment with your manufacturing application.

• Recommended Course: System Flow

The System Flow course introduces you to a basic quote to cash scenario, including the basic processesnecessary from the customer quote up to final cash receipts and payment of supplier invoices. This sessionemphasizes the series of processes in the program that make up the quote to cash scenario. Bear in mindthat this session uses a very simple scenario to highlight the various transactions. Your organization may havemore complex processing routines than those described.

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Project Management CourseBefore You Begin

• Recommended Industry Knowledge

• Basic understanding of project management concepts and terminology

• Experience with the Microsoft Project application

• General knowledge of the manufacturing process flow

• Familiarity with the functionality of the current release of the Epicor application

Environment Setup

The environment setup steps and potential workshop constraints must be reviewed in order to successfullycomplete the workshops in this course.

Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experienceEpicor functionality in action but does not affect data in your live, production environment.

The following steps must be taken to successfully complete the workshops in this course.

1. Verify the following or ask your system administrator to verify for you:

• Your Epicor training icon (or web address if you are using Epicor Web Access) points to yourEpicor training environment with the Epicor demonstration database installed. Do not completethe course workshops in your live, production environment.

Note It is recommended that multiple Epicor demonstration databases are installed. ContactSupport or Systems Consulting for billable assistance.

• The Epicor demonstration database is at the same service pack and patch as the Epicorapplication. Epicor's education team updates the Epicor demonstration database for each service packand patch. If your system administrator upgrades your Epicor application to a new service pack or patch,he or she must also download the corresponding Epicor demonstration database from EPICweb > Support> Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completingthe course workshops.

• Your system administrator restored (refreshed) the Epicor demonstration database prior tostarting this course. The Epicor demonstration database comes standard with parts, customers, salesorders, and so on, already defined. If the Epicor demonstration database is shared with multiple users(that is, the database is located on a server and users access the same data, much like your live, productionenvironment) and is not periodically refreshed, unexpected results can occur. For example, if a courseworkshop requires you to ship a sales order that came standard in the Epicor demonstration database,but a different user already completed this workshop and the Epicor demonstration database was notrestored (refreshed), then you will not be able to ship the sales order. Epicor's education team has writtenthe course workshops to minimize situations like this from occurring, but Epicor cannot prevent usersfrom manipulating the data in your installation of the Epicor demonstration database.

2. Log in to the training environment using the credentials manager/manager. If you are logged into yourtraining environment as a different user, from the Options menu, select Change User.

3. From the Main menu, select the company Epicor Education (EPIC06).

4. From the Main menu, select the Main Site.

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Before You BeginProject Management Course

Overview

The objective of Project Management is to organize and manage resources to ensure completion within a definedscope, time frame, and budget. Project Management in the Epicor application provides the capability to managesingle-level phase project to complex multi-phase projects.

Once you define the project scope, use project management to:

• Split the project into goals and objectives (WBS Phases).

• Add tasks (Checklist Tasks).

• Create milestones to monitor the project time frame or establish interim billing based on the contract.

• Recognize revenue and capture project costs during different project stages.

The following diagram represents an example of a project flow structure:

Note The above diagram has two parent WBS Phases of the project. Each parent WBS Phase has two childWBS Phases. On the left side, there are three additional child WBS Phases. Under the WBS Phases, thereare various items that must be completed for each WBS Phase to be complete. These items may be a job(including job assembly and job operations) or a checklist task.

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Project Management CourseOverview

Application Setup

This section of the course reviews Company Configuration and Site Configuration Control setup.

Use Company Configuration to define options for companies in the Epicor application. Use these options tocustomize the application to best fit each company within your organization.

Menu Path: System Setup > Company/Site Maintenance > Company Configuration

Use Site Configuration Control to set up how each site interacts with various functions such as the InventoryManagement, Production Management, Shipping/Receiving, Time Management, and Expense Managementmodules.

Menu Path: System Setup > Company/Site Maintenance > Site Configuration

Important This program is not available in the Epicor Web Access.

Workshop - Company Configuration Setup

In this workshop, use Company Configuration to configure project management processing for project billing,WBS phases, and scheduling.

Navigate to Company Configuration.

Menu Path: System Setup > Company/Site Maintenance > Company Configuration

1. Navigate to the Modules > Sales > Order sheet.

2. Select the Allow Project/WBS Phase To Be Defined check box.

3. Navigate to the Modules > Services > Project Billing sheet.

4. In the Revenue Recognition pane, in the Default Revenue Recognition Method field, verify ManualRecognition displays.

This field specifies the default revenue recognition method used in Project Entry. This becomes the defaultfor the Revenue Recognition Method field in the Project Entry > Contract > Detail sheet and can be overriddenfor individual projects. Available options include:

• On Invoice - Revenue is automatically recognized once the AR invoice is posted.

• Labor Booking Recognition - Labor and Labor Burden are automatically recognized when hours areapproved.

• Manual Recognition - Manually entered revenue is recognized using Capture Revenue Recognition.

• None - Do not run the Revenue Recognition process, nor recognize revenue in Project Entry.

5. In the Revenue Recognition pane, select the Allow Revenue Recognition Method to be Changed perProject check box.

If this check box is selected the revenue recognition can be changed during the project entry.

6. In the Revenue Recognition pane, in the Revenue Recognition Journal Reversal field, select Reverseon Billing/Shipment.

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Application SetupProject Management Course

This field specifies the journal reversal process for project billing. Available options include:

• Reverse in Following Period - Manually recognized revenue is automatically reversed at the next accountingperiod.

• Reverse on Project Close - Manually recognized revenue is automatically reversed at project closure.

• Reverse on Invoice/Shipment - Manually recognized revenue is automatically reversed at shipment.

7. In the Sales Order Line pane, select the Allow Sales Order To Be Defined On Project/WBS Phase checkbox.

Select this check box for the sales order to be defined on the Project/WBS Phase. A sales order is requiredfor billing and is linked to a project before or after the project is created.

8. In the Sales Order Line pane, select the Automatically Load All Releases to WBS Phase check box.

9. Click Save.

10. Navigate to the Modules > All Modules > GL Control > List sheet.

11. In the GL Control Type column, verify Project Billing is listed.

12. Navigate to the Modules > Production > Job sheet.

13. In the Scheduling pane, select the Allow Scheduling Before Today check box.

If you select this check box, jobs that have start dates prior to the current date can be scheduled. Later inthe course you will generate jobs with start dates prior to the current date.

14. In the Direct Ship Standard Cost Job Variances pane, select the Post to Cost of Sales radio button.

If you post a direct job for a part, you can record variance in two ways. Available options include:

• Cost of Sales - The default method. Job variances are posted to the Cost of Sales (COS) account. If youdo not direct ship standard cost parts, use this default Cost of Sales option.

• Product Group - This option causes job variances to post to the account contexts defined on the GLcontrol(s) selected for the product group. You create product groups in Product Group Maintenance.

15. Click Save.

16. Exit Company Configuration.

Workshop - Site Configuration Setup

In this workshop, use Site Configuration Control to configure project management processing for time entryautomatic approval.

Navigate to Site Configuration Control.

Menu Path: System Setup > Company/Site Maintenance > Site Configuration

Important This program is not available in the Epicor Web Access.

1. In the Site field, enter MfgSys and press Tab.

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Project Management CourseApplication Setup

2. Navigate to the Modules > Time and Expense > Time sheet.

3. Clear or verify the Restrict Entry check box is cleared.

4. In the Approvals pane, select the Approval Required check box.

5. In the Logic pane, in the Indirect Approval Logic field, select Automatic.

This field specifies the indirect approval method used to approve production time transactions submittedby employees. If the method is Automatic, time is approved automatically upon submission. If the methodis Employee, then the transactions are approved as defined in Employee Maintenance.

6. In the Logic pane, in the Production Approval Logic field, select Automatic.

7. Click Save.

The Not all employees have a defined supervisor. Please ensure all employees have a definedsupervisor prior to submitting time or expense for approval. message displays.

8. To the message, click OK.

9. Exit Site Configuration Control.

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Daily Project Management Processing

This section of the course reviews project management processing that takes place during a work day.

Business Scenario

Your company, Smith & Nephew, is a world leader in joint replacement systems for knees, hips, and shoulders.You are also developing new product designs for medical equipment companies. You have received a requestfrom Berlin Medical Equipment to develop a new Titanium knee implant for the European market. As a result ofthis request you create a project to design and manufacture a prototype of this product.

Titanium Knee Implant Project Flow

Phase 1

• Create a project.

• Design the Titanium knee implant.

• Internal design approval.

• Manufacture the Titanium knee implant sample.

• Ship the sample for customer approval.

• Invoice the customer.

• Receive payment.

Phase 2

• Submit an advance invoice to customer.


• Manufacture the Titanium knee implant item.

• Ship the final item to the customer.

• Invoice the customer.


Quote Processing

The first step in the Project Management process is to enter a quote for a customer. When you create a projectquote, manufacturing details outline necessary aspects of the project.

Quotes consist of heading information and one or more line items that contain the parts and quantities to quote.You enter manufacturing details for each line to calculate the estimated material, subcontract, labor, and burdencost required to make the part. You can also enter miscellaneous costs and commission expenses.

Workshop - Enter a Quote

Berlin Medical Equipment has requested a quote to design and build a new version of the Titanium knee implantused in orthopedic surgeries. If the price is right and they commit to the quote, they would like to receive aprototype for approval prior to committing to manufacturing contract for the final product.

In this workshop, enter a new quote for Berlin Medical Equipment.

Navigate to Opportunity/Quote Entry.

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Project Management CourseDaily Project Management Processing

Menu Path: Sales Management > Quote Management > General Operations > Opportunity / Quote

Tip The CRM menu path is: Customer Relationship Management > Quote Management > GeneralOperations > Opportunity / Quote

1. From the New menu, select New Quote.

2. In the Customer field, enter BERLINMED and press Tab.

3. In the Confidence % field, enter 75.

4. Click Save.

Enter a First Quote Line

Based on the customer request, create the first line in the quote for the knee implant sample design andmanufacturing of the prototype.

1. Navigate to the Line > Detail sheet.

2. From the New menu, select New Line.

3. In the Part/Rev field, enter KneeDesignSample.

4. In the Description field, enter Knee Design and Sample.

5. In the Product Group field, select Tooling.

The Do you want to refresh the break quantities? message displays.

6. To the message, click Yes.

7. In the Order Quantity field, enter 1.

8. In the Expected Quantity field, enter 1.

9. In the Ship By field, select the date one month ago.

The project's duration is two months and it consists of two phases. Each phase is projected to last thirtydays. The first phase ends after month one. The second phase one month later (today). For the purpose ofthe course, the project takes place in the past.

two months agoProject Start Date/Phase 1

one month agoPhase 1 Complete

one month agoPhase 2 Start Date

todayPhase 2 Complete/Project Complete

10. Click Save.

Engineer the First Quote Line

1. Navigate to the Line > Mfg Details > Mfg Details Tree.

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2. In the tree view, right-click on the Operations node and select Add Operation.

The Line > Mfg Details > Quote Details > Operations > Detail sheet displays.

3. In the Operation field, select Knee Design.

4. In the Production Per Machine pane, in the Prod Std field, enter 80.00 and select Fixed Hours.

5. Click Save.

6. Navigate to the Line > Mfg Details > Quote Details > Operations > Scheduling Resources > Detailsheet.

7. In the Resource field, verify Knee Design displays.

8. In the Production Rates pane, review the Labor and Burden rates.

Labor and Burdens rates display USD 50.00.

Note These rate values define the estimated cost of labor associated with running each resource orresource group. They define the rate at which the estimated labor cost are calculated against eachresource/resource group used on an operation.



10. In the Operation field, select Knee Manufacturing.


12. Click Save.

13. In the tree view, right-click on the Materials node and select Add Material.

The Line > Mfg Details > Quote Details > Materials > Detail sheet displays.

14. In the Part field, enter Titanium448 and press Tab.

This is the material to be used to manufacture the knee implant sample.

15. In the Description field, verify Titanium Blank 4cm x 4cm x 8 cm displays.

16. In the Operation field, enter 20 and press Tab.

17. In the Qty/Parent field, enter 1.

18. In the Unit Cost field, verify 1,500.00 displays.

19. Click Save.


21. Select the Engineered check box.

22. Click Save.

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Review the Quote Line Costs

1. Navigate to the Line > Worksheet > Worksheet sheet.

2. In the Calculations Based Upon field, verify the Markup radio button is selected.

This indicates that markups are based on an absolute monetary amount rather then a profit percentage.

• Markup calculation: Costs + (Costs * Markup/Profits%)

• Profit calculation: Costs / (100% - Markup/Profits%)

3. In the Markup/Profits column, verify 30.00% displays.

4. In the Calculations pane, in the Burden/Costs field, verify 8,000.00 displays.

The production standard for the Knee Design operation is 80.00 hours. The burden rate defined at theresource level is $50.00/hour; therefore, the cost of completing the product design is $4,000.00. The samecalculation logic applies to the Knee Manufacturing operation. The production standard for the KneeManufacturing operation is 80.00 hours. The burden rate defined at the resource level is again $50.00/hour,therefore the cost of completing the product sample is $4,000.00; $4,000.00 + $4,000.00 = $8,000.00.

5. In the Calculations pane, in the Labor/Costs field, verify 8,000.00 displays.

6. In the Calculations pane, in the Material/Costs field, verify 1,500.00 displays.

The unit cost of the Titanium material is $1,500.00. The Qty/Parent value is 1.00, therefore, the worker canproduce from one unit of the Titanium material one unit of the product sample.

7. In the Prices column review the prices for Burden, Labor, and Material.

8. In the Unit Price field, verify 22,750.00 displays.

9. Copy the price that displays in the Unit Price field and paste it into the Quoted Unit Price field.

10. Click Save.

Enter a Second Quote Line

Based on the customer request, create a second quote line for manufacturing the knee implant.



3. In the Part/Rev field, enter KneeImplant.

4. In the Description field, enter Knee Implant Manufacturing.

5. In the Product Group field, select Tooling.

The Do you want to refresh the break quantities? message displays.


7. In the Order Quantity field, enter 1.

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8. In the Expected Quantity field, enter 1.

9. In the Ship By field, select yesterday's date.

10. Click Save.

Engineer the Second Quote Line

1. Navigate to the Line > Mfg Details > Mfg Details Tree.



3. In the Operation field, select Knee Manufacturing.


5. Click Save.

6. In the tree view, right-click on the Materials node and select Add Material.

The Line > Mfg Details > Quote Details > Materials > Detail sheet displays.

7. In the Part field, enter Titanium448 and press Tab.

This is the material to be used to manufacture the final product.

8. In the Operation field, verify 10 displays.

9. In the Qty/Parent field, enter 1.

10. In the Unit Cost field, verify 1,500.00 displays.

11. Click Save.


13. Select the Engineered check box.

14. Click Save.

Review the Quote Line Costs

1. Navigate to the Line > Worksheet > Worksheet sheet.

2. In the Calculations Based Upon field, verify the Markup radio button is selected.

3. In the Markup/Profits column, verify 30.00% displays.

4. In the Calculations pane, in the Burden/Costs field, verify 8,000.00 displays.

5. In the Calculations pane, in the Labor/Costs field, verify 8,000.00 displays.

6. In the Calculations pane, in the Material/Costs field, verify 1,500.00 displays.

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7. In the Prices column review the prices for Burden, Labor, and Material.

8. In the Unit Price field, verify 22,750.00 displays.

9. Copy the price that displays in the Unit Price field and paste it into the Quoted Unit Price field.

10. Click Save.

Review the Quote

1. Navigate to the Summary sheet.

2. Select the Quoted check box to confirm the quote.

3. Record the quote number__________.

4. Click Save.

5. From the Action menu, select Print Form.

The Print Quote Form window displays.

6. Click Print Preview.

The Quote Form displays.

7. Review and close the Quote Form.

8. Close the Print Quote Form window.

9. Minimize Opportunity/Quote Entry.

Project Creation

Once the quote is won, create a project to outline the work breakdown structure (WBS) phases, project costs,start and completion dates, as well as establish the invoicing and revenue recognition methods.

Workshop - Create a Project

Use Project Entry to create a project and assign jobs, sales orders, and quotes. Projects can support single-levelphase functionality, or multi-level phase functionality.

Phases are described as WBS Phases, or Work Breakdown Structure phases. Jobs, orders, purchase orders, orquotes can be assigned to each phase. Checklist tasks can also be assigned to each phase.

In addition, one WBS Phase can be assigned to another WBS Phase. The WBS Phase with sub-phases is the ParentWBS Phase. As a result, a project can be of arbitrary complexity, with respect to phases.

Berlin Medical Equipment called and they are happy with the quote. In this workshop, create a new project todesign and manufacture the Titanium knee implant.

Navigate to Project Entry.

Menu Path: Service Management > Project Management > General Operations > Project Entry

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1. From the New menu, select New Project.

2. In the Project ID field, enter XXX - KneeImplant (where XXX are your initials).

3. In the Description field, enter XXX - Knee Implant Development (where XXX are your initials).

4. In the Start Date field, select the date two months ago.

This is the date when the first phase will began.

5. In the End Date field, select today's date.

The project is planned to be completed within the two months period.

6. Click Save.

7. Navigate to the Contract > Detail sheet.

8. In the Customer field, enter BERLINMED and press Tab.

9. In the Total Contract Value field, enter 45,500.00.

10. In the Contract Start Date field, select the date two months ago.

11. In the Invoicing Method field, verify Customer Shipment displays.

This is the default invoicing method that you will use for this project.

12. In the Revenue Recognition Method field, verify Manual displays.

This is the default revenue recognition method you will use for this project.

13. Click Save.

Define WBS Phases

WBS Phases define the steps or tasks required to complete a project. Jobs, purchase orders, quotes, and salesorders that relate to the project are included in the overall time line and costs. One WBS Phase can be linked toanother where the sub-phases are children to a parent phase.

In this workshop, define the work breakdown structure (WBS) for the Knee Implant Development project. Theproject consist of two WBS phases, Design and Build Knee a Sample (phase1) and Knee ImplantManufacturing (phase 2).

1. Navigate to the WBS Phases > Detail sheet.

Use this sheet to identify work elements required for project completion. You can create a job for the WBSphase, which in turn is linked to the primary job for the project. Jobs linked to a WBS Phase display in thetree view as a node under the WBS Phase. Jobs created without a relation to a phase also display under theJobs node of the tree view.

2. From the New menu, select New WBS Phase.

3. In the WBS Phase ID field, enter DesSample.

4. In the Description field, enter Design and Build Knee Sample.

5. In the Start Date field, enter the date two months ago.

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6. In the Due Date field, enter the date one month ago.

7. In the Duration field, enter 160.00 and verify Hours displays.

8. Click Save.

9. From the New menu, select New WBS Phase.

10. In the WBS Phase ID field, enter KneeMfg.

11. In the Description field, enter Knee Implant Manufacturing.

12. In the Start Date field, select the date one month ago.

13. In the Due Date field, select yesterday's date.

14. In the Duration field, enter 160.00 and verify Hours displays.

15. Click Save.

Define Costs for WBS Phases

Budgeted values, actual costs, estimated costs, manual costs to complete CTC), calculated (CTC), and quotedcosts are maintained at the WBS phase level. If applicable, these costs roll up through the project structure tothe parent WBS phase.

In this workshop, update the costs for both WBS phases defined previously.

1. Navigate to the WBS Phases > WBS Phases Costs sheet.

Costs for a WBS Phase are accumulated and rolled up to the main project job. Linked items, such as purchaseorders and jobs that have costs, are included in the project roll-up for the WBS Phase costs. You can alsogenerate interval billing by the WBS Phase.

2. In the tree view, click on the Design and Build Knee Sample WBS phase.

3. In the Budget column, enter the following values:

Note Only the Budget and the Manual CTC columns are manually populated. The other valuespopulate once the Build Project Analysis process is run. Budget costs reflect the agreed upon figures,based on the project's scope.

DataField

160.00Labor Hours

160.00Burden Hours

8,000.00Labor

8,000.00Burden

1,500.00Material

4. Click Save.

5. In the Totals field, verify 17,500.00 displays.

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6. In the tree view, click on the Knee Implant Manufacturing WBS phase.

7. In the Budget column, enter the following values:

DataField

160.00Labor Hours

160.00Burden Hours

8,000.00Labor

8,000.00Burden

1,500.00Material

8. Click Save.

9. In the Totals field, verify 17,500.00 displays.

Define Project Costs

Previously, you defined costs at the WBS phase level. Once you define costs for WBS phases, you can view thetotals for the project using the Project Costs sheet.

1. Navigate to the Project Costs sheet.

The Project Costs sheet provides an overview of the costs for the entire project. Similar to the WBS PhaseCosts sheet, the only fields available for input are the Budget and Manual CTC columns. Estimated costsare broken out by material, material burden, labor, burden, and subcontract operations carried by themanufacturing details of the linked job(s). As time and costs are reported against this project, they displayin the Actual column.

2. Select the Roll Project Phase Budgets Costs to Project check box.

If you select this check box, the budget values from the WBS phases are pulled into the project's Budgetcolumn.

3. Select the Roll Project Phase Manual Estimate to Complete Values to Project check box.

If you select this check box, the manually entered CTC values from the WBS phases are pulled into thisproject's Manual CTC column. You can no longer edit these costs.

4. Click Save.

5. From the Actions menu, select Build Project Analysis.

The Build Project Analysis window displays.

The Build Project Analysis process creates analysis files by calculating a project's labor and burden. Duringthis process a total of estimated, actual, calculated cost to complete (CTC), and quoted costs is made. Thesecosts are added by labor, burden, subcontract, material and material burden on the jobs.

The equation that Project Analysis runs is:

• Burden hours Calculated CTC = (Estimated Setup Burden Hours - Actual Setup Hours) x SetupBurden Rate.

• Labor cost Calculated CTC = (Estimated Setup cost - Actual cost Hours) x Setup Labor Rate.

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6. Select the Re-Generate Project Analysis check box.

7. Click Submit and close the Build Project Analysis window.

The process may take up to one minute to complete. From the Main Menu, navigate to System Setup >System Maintenance > System Monitor to verify the Build Project Analysis process is complete.

8. On the Standard toolbar, click Refresh.

9. In the Budget column verify the following values display:

DataField

320.00Labor Hours

320.00Burden Hours

16,000.00Labor

16,000.00Burden

3,000.00Material

35,000.00Totals

10. Click Save.

Define Invoicing and Revenue Recognition

1. Navigate to the WBS Phases > Invoice and Recognition sheet.

Use the Invoicing and Recognition sheet to select specific invoicing and revenue recognition methods. Eachinvoicing method is tied to one of four revenue recognition methods to capture financial data.

2. In the tree view, click on the Design and Build Knee Sample WBS phase.

3. In the Invoicing Method field, select Customer Shipment.

This invoicing method indicates that the customer will be invoiced only once the knee sample is shipped.

4. In the Revenue Recognition Method field, select Manual.

5. Click Save.

6. In the tree view, click on the Knee Implant Manufacturing WBS phase.

7. In the Invoicing Method field, select Milestone Billing.

Use this method to distribute the total amount to be billed over multiple billing dates in the billing planwhen pre-defined milestones are reached. As each milestone is successfully reached, the customer is billedeither a percentage of the entire project cost or simply a pre-defined amount agreed upon prior to theproject.

Example A company executed a $100,000 project and require a $10,000 payment at the start ofthe contract, $20,000 at the midpoint and $70,000 at the contract conclusion.

8. In the Revenue Recognition Method field, select Manual.

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9. Click Save.

Set Project Milestones

Milestones are specific check points within the project that measure the progress on the WBS phases. In somecases milestones can indicate a payment is due for a specific aspect of the project.

1. Navigate to the Milestones > Detail > Milestone sheet.

2. From the New menu, select New Milestone.

3. In the Milestone ID field, enter DA.

The knee implant sample design needs to be internally approved.

4. In the Description field, enter Design Approval.

5. Click Save.

6. Repeat steps 2 -5 to create three more milestones using the information below:

DescriptionMilestone ID

Sample ShipmentShipSamp

Advance InvoicingAdvInv

Invoice Project CompleteInvCompl

Link the Quote to the Project

Now that the project is defined, link it to the previously created quote.


2. In the tree view, select the Design and Build Knee Sample WBS phase.

3. From the Actions menu, select Add Quote to Phase.

The Quote Line Search window displays.

4. In the Starting At field, enter the quote number created in the Workshop - Enter a Quote and click Search.

5. In the Search Results grid, select the quote line one.

6. Click OK.

The Quotes sheet displays.

7. Click Save.


9. In the tree view, select the Knee Implant Manufacturing WBS phase.

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10. Repeat steps 3-7 to add the second quote line.

Review Project Costs

In this workshop task, review the project costs after the quote is linked to the project.








6. In the Quoted column, review the costs.

7. Minimize Project Entry.

Create a Sales Order

In this workshop task, create a sales order for the project.

1. Maximize Opportunity/Quote Entry.

2. From the Actions menu, select Quote > Create Sales Order.

The Quote Order Wizard displays.

3. Click the Create button.

The Sales Order 'XXXX' created message displays (where XXXX is your sales order number).

4. Record the sales order number__________.


6. Navigate to the Summary sheet and verify the WON status displays.

7. Exit Opportunity/Quote Entry.

Review the Project

1. Maximize Project Entry.

2. Navigate to the Orders sheet.


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4. Review the Orders grid.

Two sales order lines display.

5. Navigate to the WBS Phases > Invoicing and Recognition sheet.

6. In the tree view, select the Design and Build Knee Sample WBS phase.

7. In the Order Number field, notice the previously generated order number displays.

8. In the Line field, verify 1 displays.


10. In the Order Number field, notice the previously generated order number displays.

11. In the Line field, verify 2 displays.

12. Navigate to the Milestones > Detail > Billing sheet.

Use this sheet to establish billing criteria for the milestone; typically, you bill customers for engineering ordesign tasks. The Billing sheet allows milestone billing to be scheduled based on activity against a relatedsales order line. The amount to bill can be a flat amount or an amount based on cost-to-date plus a markuppercentage. When you define the milestone the application tracks events (labor entry, material receipt andsuch) in the background comparing it to the billing trigger.

13. In the tree view, select the Advance Invoicing milestone.

Milestones can be linked to certain billing criteria. In this case, you will advance invoice the customer afterthe WBS phase one is complete.

14. Select the Billing Required check box.

This indicates that advanced billing is available and approved.

15. In the Order field, enter the sales order number created in the workshop task Create a Sales Order andpress Tab.

A sales order is required for billing and is linked to a project before or after the project is created. Based onan agreement between your company and the customer, specific criteria within the project may be definedfor an Advance Billing Invoice (sometimes referred to as Progress Billing) to be generated.

16. In the Line field, enter 2 and press Tab.

17. In the Type field, select Fixed Amount.

Use the Fixed Amount option when a specific payment amount is linked to the milestone billing.

18. In the Amount field, enter 4,550.00.

This amount represents 20% of the second sales order line value of $22, 750. After you complete phaseone on the project (Titanium knee implant design and sample building) you invoice the customer to coverthe cost for phase one (SO Line 1). Before you start phase two (Titanium knee implant manufacturing) youwant to be paid 20% in advance for the total cost required to build the Titanium Knee Implant (SO Line 2).

19. Click Save.


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Create Project Jobs

In this workshop task, generate jobs for both WBS project phases.

Navigate to Sales Order Entry.

Menu Path: Sales Management > Order Management > General Operations > Order Entry

Tip The CRM menu path is: Customer Relationship Management > Order Management > GeneralOperations > Order Entry

1. In the Sales Order field, enter the sales order number created in the workshop task Create a Sales Orderand press Tab.

2. Fully expand the tree view.

3. Navigate to the Lines > Detail sheet.

4. In the tree view, select the KneeDesignSample line.

5. In the Project ID field, verify XXX - KneeImplant (where XXX are your initials) displays.

6. In the Need By field, verify the date one month ago displays.

7. In the Job Type field, verify Manufactured displays.

This indicates that a manufacturing job is associated with this sales order line.

8. Navigate to the Releases > Project sheet.

9. In the WBS Phase field, verify Design and Build Knee Sample displays.

10. In the tree view, select the KneeImplant line.

The Lines > Detail sheet displays.

11. In the Project ID field, verify XXX - KneeImplant (where XXX are your initials) displays.

12. In the Need By field, verify yesterday's date displays.

13. In the Job Type field, verify Manufactured displays.

14. Navigate to the Releases > Project sheet.

15. In the WBS Phase field, verify Knee Implant Manufacturing displays.

16. From the Actions menu, select Order Job Wizard.

The Order Job Wizard displays.

17. Select the following check boxes:

• Select All

• Get All Methods

• Schedule All

• Release All

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18. Click the Create Jobs button.

19. Exit the Order Job Wizard.

20. Exit Sales Order Entry.

Review Project Costs

In this workshop, review the project costs after the jobs have been generated.


2. Navigate to the Jobs sheet.


4. Review the Jobs grid.

Two jobs display.

5. Review the tree view.

Notice that each WBS phase has its own job.

6. Record the job number:

• WBS Phase: Design and Build a Knee Sample___________.

• WBS Phase: Knee Implant Manufacturing____________.








Notice the Estimated and Calculated CTC columns populate.

12. Verify the following values display:

Estimated Costs - These are predicted project costs.

DataField

320.00Labor Hours

320.00Burden Hours

16,000.00Labor

16,000.00Burden

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DataField

3,000.00Material

35,000.00Totals

Calculated CTC Costs - This is the calculation for the costs to finish the phase.

DataField

320.00Labor Hours

320.00Burden Hours

16,000.00Labor

16,000.00Burden

3,000.00Material

35,000.00Totals


Project Processing (WBS Phase 1)

Once you create the project and define necessary details, the project process can begin. Based on the methodof manufacture you define at the quote level, job generation and labor reporting is executed.

WBS Phase 1 covers the following stages:

• Complete and approve the Titanium knee implant sample design

• Review costs

• Manufacture the Titanium knee implant sample

• Review costs

• Ship the sample to customer for approval

• Invoice the customer

• Capture cost of sales

• Review costs and revenue

• Close the job

• Receive payment

Workshop - Report Labor

The initial project creation with quotes, sales orders, and jobs have been approved, entered and linked. Theofficial project kick-off can now begin. The first stage in the project is to design the Titanium knee implant.

In this workshop, report labor against the job that covers the Titanium knee implant design.

Navigate to Time and Expense Entry.

Menu Path: Service Management > Project Management > General Operations > Time and Expense Entry

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1. In the Employee ID field, enter or verify 105 (Charles L. Johnson) displays.

2. In the Calendar, use the left arrow to search for and select the date six weeks ago.

3. From the New menu, select New Time Detail.

The Time > Daily Time > Detail > Detail sheet displays.

4. In the Job field, enter the job number for the Design and Build Knee Sample WBS phase and press Tab.

5. In the Operation field, select 10.

This is the operation to design the Titanium knee implant.

6. In the Labor Qty field, enter 1.

7. In the Labor pane, in the Labor Hrs and Burden Hrs fields, enter 80.00.

Normally, a worker would report labor on a daily basis. For the purpose of the course, report the first twoweeks on the project (80 hours in total) at once. This covers the Design and Build Knee Sample WBS phase.

8. Click Save.

9. Click the Submit button.

10. In the Status field, verify Approved displays.

11. Exit Time and Expense Entry.

Workshop - Review Project Costs

In this workshop, review the project costs after you reported labor against the Design and Build Knee SampleWBS phase.


2. Verify the Project Costs sheet displays.







7. Review the Actual and Calculated CTC columns values:

Actual Costs - These are costs based on what has been posted against the project's primary job.

DataField

80.00 (the number of previously reported hours)Labor Hours

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DataField

80.00 (the number of previously reported hours )Burden Hours

2,000.00 (based on the employee payroll rate of $25.00 (80h x $25 =$2,000.00)

Labor

4,000.00 (based on the burden rate of $50.00 defined at the resource level(80h x $50 = $4,000.00)

Burden

0.00 (no material is consumed to design the sample)Material

6,000.00Totals

Calculated CTC Costs

DataField

240.00 (320h - 80h reported = 240 available)Labor Hours

240.00 (320h - 80h reported = 240 available)Burden Hours

12,000.00Labor

12,000.00Burden

3,000.00 (The Titanium material is used on both jobs generatedpreviously. The material unit cost is $1,500.00 therefore 2 x $1,500 =$3,000.00)

Material

27,000.00Totals

8. Remain in Project Entry.

Workshop - Review Revenue Recognition

Revenue Recognition displays the costs and revenue produced to-date by the project. You can decide whatrevenue you want to recognize based on the specified parameters. When the Epicor application generates journals,it uses the general ledger accounts associated with the sales category and product group codes for the salesorder assigned to the project.

Note The default sales category and product group codes can be overridden.

1. From the Actions menu, select Revenue Recognition.

Revenue Recognition displays.

2. In the Cost of Sales Recognition pane, in the To be Recognized column, verify the following valuesdisplay:

The To Be Recognized column displays the amounts for Labor, Burden, Subcontract, Material, MaterialBurden, and Other Direct Cost (ODC). You have the option to manually recognize the cost of sales (COS)amounts differently from what the Epicor application suggests. This same concept applies to RevenueRecognition.

DataField

2,000.00Labor

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DataField

4,000.00Burden

6,000.00Totals

3. Exit Revenue Recognition.


Workshop - Complete a Milestone

The Titanium knee implant design is complete and the first design draft has been reviewed and approved by theEngineering team. As a result, the Design Approval project milestone can be now marked complete.


2. In the tree view, select the Design Approval milestone.

3. Select the Complete check box.

4. Click Save.


Workshop - Issue Material

The Titanium Knee Implant design has been internally approved, so the next step in the process is to issue materialto the job that manufactures the knee implant sample. In this workshop, issue material to the job for the Designand Build Knee Sample WBS phase.

Navigate to Issue Material.

Menu Path: Material Management > Inventory Management > General Operations > Issue Material


2. In the Mtl field, select 10.

3. In the Quantity field, enter 1.

4. Click OK.

The information clears from the form and is issued to the job.

5. Exit Issue Material.


In this workshop, review the project costs after the Titanium material has been issued.


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Actual Costs

DataField

80.00Labor Hours

80.00Burden Hours

2,000.00Labor

4,000.00Burden

1,500.00 (This is the cost of the Titanium material issuedpreviously)

Material

7,500.00Totals


DataField

240.00Labor Hours

240.00Burden Hours

12,000.00Labor

12,000.00Burden

1,500.00 (This is the remaining Titanium material (Unit Cost1,500.00) that will still need to be issued to the WBS Phase 2 job)

Material

25,500.00Totals





2. In the Cost of Sales Recognition pane, in the To be Recognized column, verify the following informationdisplays.

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DataField

2,000.00Labor

4,000.00Burden

1,500.00Material

7,500.00Totals




In this workshop, report labor against the job for the Design and Build Knee Sample WBS phase.




2. In the Calendar, use the left arrow to search for and select the date one month ago.





This is the operation to manufacture the Titanium Knee Implant sample.



8. Click Save.





In this workshop, review the project costs after you have reported labor against the Design and Build Knee SampleWBS phase.



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Actual Costs

DataField

160.00 (80h (Operation 10) + 80h (Operation 20) = 160.00Labor Hours

160.00 (80h (Operation 10) + 80h (Operation 20) = 160.00Burden Hours

4,000.00 (based on the employee payroll rate of $25.00 (160h x $25 =$4,000.00)

Labor

8,000.00 (based on the burden rate of $50.00 defined at the resource level(160h x $50 = $8,000.00)

Burden

1,500.00 (the Titanium material issued previously)Material

13,500.00Totals


DataField

160.00Labor Hours

160.00Burden Hours

8,000.00Labor

8,000.00Burden

1,500.00 (This is the remaining Titanium material (Unit Cost 1,500(That will still need to be issued to the WBS Phase 2 job)

Material

17,500.00Totals



In this workshop, review the accumulated cost of sales after you have reported labor against the Design andBuild Knee Sample WBS phase.



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2. In the Cost of Sales Recognition pane, in the To be Recognized column, verify the following valuesdisplay.

DataField

4,000.00Labor

8,000.00Burden

1,500.00Material

13,500.00Totals


4. Exit Project Entry.

Workshop - Capture WIP

The Capture COS/WIP Activity Process executes the calculation process for work-in-process (WIP) and/or cost ofsales (COS) for standard jobs, project jobs, inventory, receipts, and adjustment transactions. The Epicor applicationdoes not calculate and post monetary amounts to the general ledger (GL) as soon as inventory or job transactionsare complete. Transactions are calculated (captured) and, optionally, posted to the GL when the Capture COS/WIPActivity Process is run.

Run the Capture COS/WIP Activity to do the following:

• Calculate COS for shipments made from WIP.

• Calculate costs relieved from WIP.

• Capture landed costs into WIP and credit the landed cost recovery account.

• Calculate COS and WIP for job types and costing types.

• Remove closed jobs from WIP.

In this workshop, run the Capture COS/WIP Activity Process.

Navigate to Capture COS/WIP Activity.

Menu Path: Service Management > Project Management > General Operations > Capture COS/WIP Activity

1. In the Ending field, verify today's date displays.

2. Verify or select the Post to the General Ledger check box.

This check box indicates that the captured WIP and COS information updates the general ledger.

3. Verify the Post Cost of Sales /MFG Variance check box is clear.

This check box indicates that the Epicor application posts the calculated cost of sales and manufacturevariance figures against the jobs. COS and Variance transactions are posted to GL only after they have beenposted to the jobs.

4. Select the Capture Outdated Transactions check box.

This check box indicates that the Capture COS/WIP Activity Process captures outdated transactions containingtransaction dates prior to the date specified in the Starting field.

5. In the Outdated Trans From field, select the date two months ago.

This is the project's start date.

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6. On the Standard toolbar, click Submit.

7. Exit Capture COS/WIP Activity.

Workshop - Review Inventory/WIP Reconciliation Report

The Inventory/WIP Reconciliation Report reconciles the general ledger (GL) with costs from inventory andwork-in-process (WIP). As inventory transactions are generated, the costs accumulate in WIP and inventory. Inthis workshop, summarize the costs in this report and review the GL accounts used for each transaction.

Navigate to the Inventory/WIP Reconciliation Report.

Menu Path: Service Management > Project Management > Reports > Inventory/WIP Reconciliation

1. In the Start field, select the date two months ago.

2. In the End field, verify today's date displays.


4. In the G/L Posting Detail pane, select the Only Posted to the G/L radio button.

5. On the Standard toolbar, click Print Preview.

The Inventory WIP Reconciliation Report displays.

6. In the report, verify the Grand Total for Debit and Credit is 13,500.00.

7. Close the Inventory WIP Reconciliation Report.

8. Exit Inventory/WIP Reconciliation Report.

Workshop - Ship the Sample

You have designed and manufactured the Titanium knee implant sample. The next step is to ship the sample tothe customer for approval. In this workshop, ship the sample to Berlin Medical Equipment.

Navigate to Customer Shipment Entry.

Menu Path: Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry

1. From the New menu, select New Pack.

2. In the Order Number field, enter the order number created in the workshop task Create a Sales Order andpress Tab.

3. Click Save.


The Lines > Customer Shipment Entry > Detail sheet displays.

5. In the Order Number field, enter the order number created in the workshop task Create a Sales Order.


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7. In the Rel field, enter 1 and press Tab.


9. Select the Shipped check box.

10. In the Status field, verify the SHIPPED status displays.

11. Record the Pack ID number___________.

12. Click Save and exit Customer Shipment Entry.

Workshop - Complete a Milestone

You have shipped the sample and can now complete the Sample Shipment milestone. In this workshop, markthe Sample Shipment milestone complete.



1. In the Project ID field, enter XXX - KneeImplant (where XXX are your initials) and press Tab.


3. In the tree view, select the Sample Shipment milestone.


5. Click Save.


Workshop - Enter AR Invoice

Previously, you defined the Customer Shipment invoicing method for the Design and Build Knee Sample WBSphase. This invoicing method indicates that once the Titanium knee implant sample is shipped, the next step isto invoice the customer.

In this workshop, invoice Berlin Medical Equipment for the cost incurred during the sample manufacturing.

Navigate to AR Invoice Entry.

Menu Path: Financial Management > Accounts Receivable > General Operations > Invoice Entry

1. From the New menu, select New Group.

2. In the Group field, enter KIS (KIS stands for Knee Implant Sample).

3. Click Save.

4. From the Actions menu, select Get > Shipments.

The Get Shipments window displays.

5. Click the Manual Selection button.

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6. In the Packing Slip Browse window, select the Pack ID recorded in the Workshop - Ship the Sample andclick OK.

7. To the Are you sure? message, click Yes.

8. To the 1 Invoices created. message, click OK.



DataField

1Line

1Order Quantity

22,750.00Total


12. From the Invoice field, record the invoice number__________.

13. In the Subtotal field, verify 22,750.00 displays.

14. In the Invoice Amount field, verify 22,750.00 displays.

15. Click Save.

16. From the Actions menu, select Group > Print Invoices.

The Print Group window displays.

17. Click Print Preview and review the invoice.

18. Close the AR Invoice Form and exit the Print Group window.

19. From the Actions menu, select Group > Post.

The AR Invoice Post Process window displays.

20. Click Submit and exit AR Invoice Post Process window.

21. Exit AR Invoice Entry.

Workshop - Complete the Project Phase

The Titanium knee implant sample has been manufactured, shipped, and invoiced. In this workshop, completethe first WBS phase - Design and Build Sample.



3. In the tree view, select the Design and Build Sample phase.

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4. In the Status field, select Completed.

5. In the Date Complete field, select the date one month ago.

6. Click Save.



In this workshop, review the accumulated revenue after you have invoiced the customer for the Design and BuildKnee Sample WBS phase.









6. In the Cost of Sales Recognition pane, in the To be Recognized column, verify the following valuesdisplay:

DataField

4,000.00Labor

8,000.00Burden

1,500.00Material

13,500.00Totals

7. In the Cost of Sales Recognition pane, in the Invoiced/Shipped column fields, verify the fields display0.00.

The costs did not accumulate as you have not yet run the Capture COS/WIP Activity process.



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Workshop - Capture COS

For the costs to be recognized, you need to run the Capture COS/WIP Activity process. In this workshop, capturethe costs of sales for WBS phase one.





3. Select the Post Cost of Sales /MFG Variance check box.

When you ran the process previously, this check box was clear. For the costs to be captured, this check boxmust be selected. This check box controls whether you capture COS and WIP, or WIP only.


5. In the Outdated Trans From field, select the date two months ago.


The process may take up to two minutes to complete.












7. In the Cost of Sales Recognition pane, in the To Be Recognized column, verify the fields display 0.00.

The Labor, Burden, and Material fields are cleared because the costs have been captured, as a result ofrunning the Capture COS/WIP Activity process.

8. In the Cost of Sales Recognition pane, in the Recognized To Date column, verify the following valuesdisplay:

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DataField

4,000.00Labor

8,000.00Burden

1,500.00Material

13,500.00Totals



Workshop - Close the Job

In this workshop, close the job for the Design and Build Knee Sample WBS phase.

Navigate to Job Completion/Closing Maintenance.

Menu Path: Production Management > Job Management > General Operations > Job Closing



DataField

1Order Qry

1Prod Qty

1Shipped Qty

1Complete Qty


4. Select the Closed check box.

5. Click Save.

6. Exit Job Completion/Closing Maintenance.

Workshop - Receive Payment

In this workshop, receive customer payment for manufacturing the Titanium knee implant sample.

Navigate to Cash Receipt Entry.

Menu Path: Financial Management > Accounts Receivable > General Operations > Cash Receipt Entry


2. Enter the following information:

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DataField

KS (KS stands for Knee Sample)Group

Main Checking AccountBank Account

CheckPayment Method

Today's dateTransaction Date

3. Click Save.

4. From the New menu, select New Invoice Payment.

The A/R Receipt > Header sheet displays.

5. In the Check field, enter 180975.

6. In the Receipt Amount field, enter 22,750.00.

7. In the Customer ID field, search for and select Berlin Medical Equipment.

8. Click Save.

9. Navigate to the A/R Receipt > Invoice Selection sheet.

10. In the Invoices grid, select the invoice for Berlin Medical Equipment.

11. Click the Apply button.

12. Navigate to the A/R Receipt > Allocate sheet.

13. In the Invoices grid, verify the invoice for Berlin Medical Equipment displays.

14. Navigate to the Group sheet.


DataField

22,750.00AR Receipts

22,750.00Allocated

22,750.00Total Cash Receipt

16. Click Save.

17. From the Actions menu, select Post.

The Cash Receipts Post Process window displays.

18. Click Submit.

19. Close the Cash Receipts Post Process window and exit Cash Receipt Entry.

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Project Processing - (WBS Phase 2)

The Titanium knee implant prototype is complete and has been approved for full production.

WBS Phase 2 covers the following stages:

• Bill the customer

• Receive payment

• Start production

• Review costs

• Recognize revenue

• Finish production

• Review costs

• Ship final product

• Final invoicing

• Review revenue

• Close the job

• Complete project

Workshop - Process Milestone Billing

The Process Milestone feature transfers information to AR Invoice Entry so you can bill customers based on themilestones defined in Project Entry. Part of the negotiation on the Titanium Knee Implant project included anadvanced billing, or milestone billing agreement. It was agreed that once the sample is approved, the customerwould be billed 20% of the total Titanium knee implant manufacturing cost in advance of starting production.In this workshop, process milestone billing.





3. In the tree view, select the Advance Invoicing milestone.


5. Click Save.

6. From the Actions menu, select Process Milestones.


Workshop - Enter an Advance AR Invoice

In this workshop, enter an advance invoice for 20% of the total Titanium knee implant manufacturing cost


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2. In the Group field, enter Advance.

3. In the Invoice Date field, accept the default of today's date.

4. In the Apply Date field, accept the default of today's date.

5. Click Save.

6. From the Actions menu, select Get > Milestone Billing.

The Get Milestone Bill Invoices window displays.

7. Click the Customers button and search for and select Berlin Medical Equipment.


The Milestone Billing Browse window displays.

9. In the Milestones grid, select the XXX - KneeImplant (where XXX are your initials) project and click OK.

10. To the Are You Sure? message, click Yes.




DataField

4,550.00Subtotal

4,550.00Invoice Amount




The AR Invoice Form displays.

16. Record the invoice number___________.

17. Review and close the AR Invoice Form.

18. Close the Print Group window.




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In this workshop, review Revenue Recognition after the advance invoice has been entered and posted.










7. In the Revenue Recognition pane, in the Invoiced To Date field, verify 27,300.00 displays.

(22,750 (previously invoiced) + 4,550 (advance invoice) = 27,300.00



Workshop - Receive Payment

In this workshop, receive the customer payment for 20% of the total Titanium knee implant manufacturing cost.

Navigate to Cash Receipt Entry.

Menu Path: Financial Management > Accounts Receivable > General Operations > Cash Receipt Entry


2. Enter the following information:

DataField

AdvPayGroup

Main Checking AccountBank Account

CheckPayment Method

Today's dateTransaction Apply Date

3. Click Save.

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4. From the New menu, select New Invoice Payment.

The A/R Receipt > Header sheet displays.

5. In the Check field, enter 180976.

6. In the Receipt Amount field, enter 4,550.00.

7. In the Customer ID field, search for and select Berlin Medical Equipment.

8. Click Save.

9. Navigate to the A/R Receipt > Invoice Selection sheet.

10. In the Invoices grid, select the advance invoice for Berlin Medical Equipment.

11. Click the Apply button.

12. Navigate to the A/R Receipt > Allocate sheet.

13. In the Invoices grid, verify the invoice for Berlin Medical Equipment displays.

14. Navigate to the Group sheet.


DataField

4,550.00AR Receipts

4,550.00Allocated

4,550.00Total Cash Receipt

16. From the Actions menu, select Post.

The Cash Receipts Post Process window displays.

17. Click Submit.

18. Close the Cash Receipts Post Process window and exit Cash Receipt Entry.

Workshop - Issue Material

You have received the customer payment for 20% of the production cost. In this workshop, issue material tothe job so production of the Titanium knee implant can begin.

Navigate to Issue Material.

Menu Path: Material Management > Inventory Management > General Operations > Issue Material

1. In the Job field, enter the job number for the Knee Implant Manufacturing WBS phase and press Tab.

2. In the Mtl field, select 10.

3. In the Quantity field, enter 1.

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4. Click OK.

5. Exit Issue Material.


In this workshop, report labor against the job that produces the Titanium knee implant.




2. In the Calendar, use the left arrow to search for and select the date two weeks ago.





This is the operation to manufacture the Titanium knee implant.


7. Click Save.









3. Verify the Post Cost of Sales/MFG Variance check box is clear.


5. In the Outdated Trans From field, select the date two weeks ago.



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1. In the Start field, select the date one month ago.








8. Exit the Inventory/WIP Reconciliation Report.


In this workshop, review the project costs after issuing the Titanium material and reporting 80 hours of labor.












Actual Costs

DataField

240.00Labor Hours

240.00Burden Hours

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DataField

6,000.00Labor

12,000.00Burden

3,000.00Material

21,000.00Totals


DataField

80.00Labor Hours

80.00Burden Hours

4,000.00Labor

4,000.00Burden

0.00Material

8,000.00Totals



In this workshop, review Revenue Recognition and manually recognize some revenue from the advance invoiceamount of 4,550.00.



2. In the Costs of Sales Recognition pane, in the To Be Recognized column, verify the following valuesdisplay:

SampleField

2,000.00Labor

4,000.00Burden

1,500.00Material

7,500.00Totals

3. In the Revenue Recognition pane, in the To Be Recognized field, enter 2,250.00.

You can recognize the COS amount differently from what the Epicor application suggests. The application'ssuggested amount is based on the time entry you have entered to date, assuming there was no priorrecognition.

4. In the Revenue Recognition pane, in the Calculation of Recognized Revenue is Based On field, selectManually Entered.

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This field specifies how Revenue Recognition should calculate the revenue amounts being recognized forthe project.

5. In the Sales Category field, select eCommerce.

This field specifies the sales category code being used by Revenue Recognition to determine general ledgeraccount numbers. When generating the journals, the program uses the general ledger accounts associatedwith the specified sales category and product group codes. The default sales category code comes from thesales order associated with the project but can be overridden.

6. Click Save.

The Capture Revenue Recognition displays.

7. Select the Capture outdated check box.

8. Verify the Capture COS and WIP check box is selected.

If you select this check box during the Capture Revenue Recognition process, the calculation process forcost of sales (COS) and work-in-process (WIP) for standard jobs and project jobs is automatically executed.

9. Click Submit.

10. Exit Capture Revenue Recognition.

Revenue Recognition automatically closes.



Cost of Sales Recognition pane:

Note The To Be Recognized column's fields now display zero values as the costs have been captured.

DataFieldColumn

2,000.00LaborManual Entered

4,000.00BurdenManual Entered

1,500.00MaterialManual Entered

2,000.00LaborManual Posted

4,000.00BurdenManual Posted

1,500.00MaterialManual Posted

6,000.00LaborRecognized to Date

12,000.00BurdenRecognized to Date

3,000.00MaterialRecognized to Date

Note The Manual Posted column displays amounts for Labor, Burden, Subcontract, Material, MaterialBurden, and Other Direct Cost (ODC) which were recognized manually and have been posted to GL.This column confirms that the manually recognized amounts, which display in the Manual Enteredcolumn, resulted in the GL Journals creation.

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If the Manual Posted column displays values, it indicates that the GL Journals were created. The ManualEntered and Manual Posted values always need to match. Value variance between the two columnsindicates a posting problem.

Revenue Recognition pane:

DataField

2,250.00Manual Entered

29,550.00 (This value represents the previously invoiced amountsplus the manually recognized amount (27,300 + 2,250 =29,550.00)

Recognized To Date

29,550.00Total Recognized

13. Navigate to the Transactions sheet.

The Transactions sheet displays transactions of manually recognized costs for Labor, Burden, Subcontract,Material, Material Burden, and Other Direct Costs (ODC).

14. Click the Retrieve button to and review the transactions.

15. Navigate to the Revenues sheet.

The Revenues sheet displays revenue recognized transactions for Labor, Burden, Subcontract, Material,Material Burden, and Other Direct Costs (ODC).

16. Click the Retrieve button to and review the transactions.




In this workshop, report labor against the job that produces the Titanium knee implant.




2. In the Calendar, select the yesterday's date.







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8. Click Save.









3. Verify the Post Cost of Sales/MFG Variance check box is clear.


5. In the Outdated Trans From field, select the date one week ago.






1. In the Start field, select the date one month ago.








8. Exit the Inventory/WIP Reconciliation Report.

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In this workshop, review the project costs after reporting additional labor against it.











7. Review the Actual column's values:

DataField

320.00Labor Hours

320.00Burden Hours

8,000.00 (320h x $25 (payroll rate) = 8,000.00)Labor

16,000.00 (320h x $50 (burden rate) = 16,000.00)Burden

3,000.00 (2 x Titanium material/Unit Cost: 1,500.00)Material

27,000.00Totals



In this workshop, review Revenue Recognition after additional labor has been reported.

1. From the Actions menu select, Revenue Recognition.


2. In the Cost of Sales Recognition pane, in the To Be Recognized column, verify the following valuesdisplay:

DataField

2,000.00Labor

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DataField

4,000.00Burden

6,000.00Totals



Workshop - Ship the Knee Implant

Production of the Knee Implant is complete. In this workshop, ship the product to Berlin Medical Equipment.

Navigate to Customer Shipment Entry.

Menu Path: Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry

1. From the New menu, select New Pack.

2. In the Order Number field, enter the order number created in the workshop task Create a Sales Order andpress Tab.

3. Click Save.


The Lines > Customer Shipment Entry > Detail sheet displays.

5. In the Order Number field, enter the order number created in the workshop task Create a Sales Order.


7. In the Rel field, enter 1 and press Tab.


9. Select the Shipped check box.

10. In the Status field, verify the SHIPPED status displays.

11. Record the Pack ID number___________.

12. Click Save and exit Customer Shipment Entry.

Workshop - Invoice the Customer

You have shipped the final Titanium Knee Implant and now must bill the customer for production and shipment.In this workshop, create an AR Invoice for Berlin Medical Equipment.




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2. In the Group field, enter KI (KI stands for Knee Implant).

3. Click Save.

4. From the Actions menu, select Get > Shipments.

The Get Shipments window displays.


6. In the Packing Slip Browse window, select the Pack ID recorded in the Workshop - Ship the Knee Implantand click OK.

7. To the Are you sure? message, click Yes.




DataField

22,750.00Subtotal

4,550.00Less Adv Billed

18,200.00Invoice Amount

11. From the Invoice field, record the invoice number__________.



13. Click Print Preview and review the invoice.

14. Close the AR Invoice Form and exit the Print Group window.










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3. Select the Post Cost of Sales/MFG Variance check box.


5. In the Outdated Trans From field, select the date one month ago.




In this workshop, review Revenue Recognition after you have posted the final AR invoice.










6. From the Action menu, select Revenue Recognition.


7. In the Cost of Sales pane, verify the following values display:

DataFieldColumn

8,000.00LaborInvoiced/Shipped

16,000.00BurdenInvoiced/Shipped

3,000.00MaterialInvoiced/Shipped

27,000.00TotalsInvoiced/Shipped

8,000.00LaborRecognized To Date

16,000.00BurdenRecognized To Date

3,000.00MaterialRecognized To Date

27,000.00TotalsRecognized To Date

8,000.00LaborTotal Recognized

16,000.00BurdenTotal Recognized

3,000.00MaterialTotal Recognized

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DataFieldColumn

27,000.00TotalsTotal Recognized

8. In the Revenue Recognition pane, verify the following values display:

45,500.00Invoiced To Date

45,500.00Recognized (Invoiced)

2,250.00Manual Entered

45,500.00Recognized To Date

Important If the value of 45,000 does not display in the Recognized To Date field, follow the stepsbelow:

• In the Revenue Recognition pane, in the To Be Recognized field, enter - 2,250.00.

• In the Calculation of Recognized Revenue is Based On field, select Manually Entered.

• In the Sales Category field, select or verify eCommerce is selected.

• Click Save.

Capture Revenue Recognition displays.

• In the Starting Date field, select the date one month ago.

• In the Invoice Date field, verify today's date displays.

• Select the Capture outdated check box.

• Verify the Capture COS and WIP check box is selected.

• Click Submit.

• Exit Capture Revenue Recognition.

Revenue Recognition closes automatically.

• From the Action menu, select Revenue Recognition.


• In the Revenue Recognition pane, in the Recognized to Date field, verify 45,500.00 displays.

• Navigate to the Transactions sheet.

• Click the Retrieve button to and review the transactions.

• Navigate to the Revenues sheet.

• Click the Retrieve button to and review the transactions.

• Exit Revenue Recognition.


Workshop - Report Additional Labor

A discovery of a cracked tooling form was found and needs to be resealed. Since this tooling form was part ofthe Titanium knee implant jobs main production, your manager has requested that you make the necessaryrepairs and post labor against the existing job.

In this workshop, report labor against the Titanium knee implant job.

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2. In the Calendar, select today's date.






7. Click Save.




Workshop - Close the Job

You have successfully completed job for Berlin Medical Equipment. In this workshop, close the job which producedthe Titanium knee implant.

Navigate to Job Completion/Closing Maintenance.

Menu Path: Production Management > Job Management > General Operations > Job Closing



DataField

1Order Qry

1Prod Qty

1Shipped Qty

1Complete Qty


4. Select the Closed check box.

5. Click Save.

6. Exit Job Completion/Closing Maintenance.

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Previously, you posted labor to the Titanium knee implant job for the tooling form repairs. Because of the hoursreported, additional costs have been placed towards the project. As these costs need to be recognized, you mustrun the Capture COS/WIP Activity process.

In this workshop, run the Capture COS/WIP Activity process to capture additional project costs.





3. Select the Post Cost of Sales/MFG Variance check box.


5. In the Outdated Trans From field, select yesterday's date.




You have now posted additional labor for machine repairs, closed the last project job, and subsequently run theCapture COS/WIP Activity process to recognize additional project costs.

In this workshop, review Revenue Recognition to see the effect additional labor and job closing had on projectcosts.










6. From the Action menu, select Revenue Recognition.


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7. In the Cost of Sales Recognition pane, in the Purged WIP to COS column, verify the following valuesdisplay:

Note Once a job is closed and Capture COS/WIP transaction is performed, captured and recognizedcost values display in the Purged WIP to COS column.

DataField

200.00Labor

400.00Burden

600.00Total



Workshop - Complete the Project

You have manufactured the Titanium knee implant and recognized the revenue and costs. In this workshop,complete the last milestone and WBS Phase of the project.


2. In the tree view, select the Invoice Project Complete milestone.


4. Click Save.



7. In the Status field, select Completed.

8. In the Date Complete field, select today's date.

9. Click Save.


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Export to MS Project

Use the Export to MS Project command to export a project data from the Epicor application by generating aCSV file. You can then open and edit the CSV file manually or using Microsoft Office Project 2007.

Task Mapping: Export to MSP

The Task Mapping dialog box offers three columns:

• Text File Field - the data from Project Entry

• Microsoft Project Field - the data as interpreted by MSP

• Data Type - This is always TEXT. Do not change this.

Use the chart below as a reference for mapping the fields. The fields must be mapped exactly as listed.

Task Mapping: From Project Entry to MSP

Microsoft Project Field (displayed in MSP)Text File Field (from Project Entry

NameName

Outline LevelOutline Level

StartStart

FinishFinish

DurationDuration

Resource GroupResource Group

Resource NamesResource Names

IDID

Duration1Duration1

% Complete% Complete

PredecessorsPredecessors

Important In the Microsoft Project Field cell, some values display by default. Other values have no defaultcounterpart to the Project Entry value, and must be selected from a drop-down selection list.

• Name - This is a constructed field dependant on the data element being passed. For example:

1. Project

• "(Project - " + Project.ProjectID+")" + Project.Description

2. Project Phase

• "(Phase -" + ProjPhase.PhaseID +")" + ProjPhase.Description

3. Project Task (Check List)

• "(Checklist - " + ProjectTask.TaskID+")" + ProjectTask.Description

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4. Job

• "(Job - " + JobHead.JobNum + ")" + JobHead.PartNum + JobHead.PartDescription

5. Job Assembly

• "(ASM-" + JobAsmbl.AssemblySeq + ")" + JobAsmbl.PartNum + JobAsmbl.Description

6. Job Operation

• "(Op-" + JobOper.OprSeq + ")" + JobOper.OpCode + JobOper.OpDesc

• OutLine Level - Specifies a calculated value that is used by Microsoft Projects to format the project display.For example, if a WBS Phase has a job assigned to it and that job has 2 operations and the WBS Phases parentis the main project. Then, the WBS Phase would be at level 2, the job would be at level 2, assembly 0 wouldbe at level 3, and the operations would be at level 4.

• Start - Specifies the start date for the element being processed. For example, WBS phase, tasks, job, jobassembly, and job operation.

• Finish - Specifies the finish date for the element being processed. For example, WBS phase, tasks, job, jobassembly, and job operation.

• Duration - The displayed value for a job operation is calculated by subtracting the start date from the duedate. For a WBS phase, a value entered at the WBS phase level in Project Entry is used. In the other cases, thisfield displays zero.

• Resource Group - Specifies a resource group ID linked to an operation in part's method of manufacture.

• Resource Name - Specifies a resource name linked to a resource group in part's method of manufacture.

• ID - Specifies the value that MSP has assigned to the line. This value must be retained within the Epicorapplication. If WBS phases, checklist items, or jobs are added within the application, the download programcan then correctly determine the predecessor.

• % Complete - Specified the completion percentage for WBS phases and operations used on the project.

• Predecessors - Specifies the task ID numbers for the predecessors tasks on which the task depends beforeit can be started or finished. Each predecessor is linked to the task by a specific type of task dependency anda lead time or lag time.

Workshop - Export the Project

This workshop demonstrates how to export the previously created Knee Implant project. Using the workshopsteps, generate, review, and modify the CSV file.

1. From the Actions menu, select the Export to MS Project command.

The Export To MS Project window displays.

2. In the Calculate % Complete section, select the Calculate from Time Booked radio button.

You can calculate this value by using either the time placed against the project or the quantities manufacturedto date. You can also ignore this calculation.

3. In the Download Items section, select which project items you want to include within the exported .csvfile.

Select the following radio buttons:

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Radio Buttons

Predecessors

Checklist Tasks

WBS Phases

Jobs

Send Phase as Task

Job Assemblies

Job Operations

Note The Send Phase as Task check box is disabled until you select the Jobs check box. This isbecause when you send a phase as a task, the WBS phase is sent twice to Microsoft Office Project2007. It is first sent as a summary and then also sent as a task for a job.

4. In the Operation Duration section, select the Hours radio button.

5. In the Operation Finish section, verify the Due Date radio button is selected.

6. Click the Export button.

This button cause the main program to be called which will construct the coma separated (CSV) file thatwill contain the data that is to be sent to MSP. The first line of the .csv file contains a list of labels that willdisplay as the map within MSP.

The Export File window displays.

Use this window to name and save the generated .csv file.

7. In the File name field, enter KneeImplantProject.

8. In the Save as type field, select or verify CSV (Comma Separated) (*.csv) displays.

9. Select the Desktop icon to save the .csv file onto your desktop.

10. Click the Save button.

The Export Completed Successfully message displays.



13. Navigate to your Desktop and open the KneeImplantProject.csv file.

14. Review the .csv file.

Notice the following information:

• The Name column displays the WBS phase names, jobs, assemblies, and operations used on the project.

• Start and Finish dates of the project, WBS phases, jobs, and operations used on the project.

• The time reported in hours against each WBS phase and job operations.

• Resources used on the job operations.

• Percentage complete for the WBS phases and job operations.

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15. In the .csv file, select the (Phase-KneeMfg)Knee Implant Manufacturing line.

16. Right-click your mouse and select Insert.

A new line displays.

17. In the Name column, enter (Phase-KneeIns)Knee Implant Inspection.

18. In the OutLine Level column, enter 2.

Example The exported project includes phases A, B, C, and D. If you want to place a new phase inthe project after the phase C, in the .csv file create a new line right after the phase C. If you want thisto be a separate phase (mother), in the OutLine Level column, enter 2. This will place the newly enteredphase on the same level as the A, B, C, and D phases. The OutLine Level column determines wherethe phase will be placed in the project tree view. If you want this phase to be a child phase of thephase C, in the Outline Level column, enter 3.

19. In the Start and Finish columns, enter today's date.

Example 5/27/2014

20. In the Duration column, enter 8 Hrs.

21. In the ID field, enter 3 and modify the IDs below to achieve a correct numerical sequence (4, 5, 6, and soon).

22. In the Duration1 and % Complete columns, enter 60.

23. Click Save.

The KneeImplantProject.csv may contain features that are not compatible with CSV (Commadelimited). Do you want to keep the workbook in this format? message displays.


25. Exit the KneeImplantProject.csv file.

The Do you want to save the changes you made to 'KneeImplantProject.csv'? message displays.

26. To the message, click No.


Import from MS Project

Use the Import from MS Project command to import the updated project data from a CSV file back to theEpicor application.

After you finish editing (the CSV file) manually or using Microsoft Office Project 2007, you need to save it andimport it back to the project.

Task Mapping: Import from MSP

Use the chart below as a reference for mapping the fields during an import from Microsoft Project.

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Task Mapping: From MSP to Project Entry

Text File Field (from Project Entry)Microsoft Project Field (displayed in MSP)

NameName

Outline LevelOutline Level

Start DateStart Date

Finish DateFinish Date

DurationDuration

Resource GroupResource Group

Resource NamesResource Names

IDID

Duration1Duration1

% Complete% Complete

PredecessorsPredecessors

Workshop - Import the Project

This workshop demonstrates how to import the previously generated and modified KneeImplantProject.csvfile. Using the workshop steps, import the CSV file back to the Epicor application.

1. From the Actions menu, select the Import from MS Project command.

The Import From MS Project window displays.

2. Click the File Name button to search for and select the KneeImplantProject.csv file you created in theprevious workshop.

3. Accept the default selections.

Several import options exist. Depending on the changes you make to a CSV file, select the relevant checkboxes.

Example If you want to update the links you made within the application, select the UpdateProject/Job Links, Update WBS Phase/Checklist Task Links, or Update WBS Phase/Job Linkscheck boxes. To generate job records for each WBS phase, select the Create WBS Phase Jobs checkbox.

If the Create WBS Phase Jobs check box is selected in the Import from MS Project window, the operationused to create the job must also be in the Resource Group field within the import map.

4. Click the Import button.

The Import Completed Successfully: Upload from MS Project complete. message displays.


6. In Project Entry, review the tree view.

The Knee Implant Inspection WBS phase displays.

7. In the tree view, click on the Knee Implant Inspection WBS phase.

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The WBS Phases > Detail sheet displays.

8. In the Percent Complete field, verify 60.00 displays.

This is the value you entered previously in the %Complete column located in the KneeImplantProject.csvfile.

9. In the WBS Phase Details section, in the Start Date and Due Date fields, verify today's date defaults.

These are the dates you entered previously in the Start and Finish columns located in theKneeImplantProject.csv file.

10. In the Duration field, verify 8.00 Hours defaults.

This is the value you entered previously in the Duration column located in the KneeImplantProject.csvfile.

11. Click Save and exit Project Entry.

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Conclusion

Congratulations! You have completed the Project Management course.

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Project Management CourseConclusion

Additional information is available at the Education andDocumentation areas of the EPICweb Customer Portal. To access

this site, you need a Site ID and an EPICweb account. To create anaccount, go to http://support.epicor.com.

http://support.epicor.com

Documents

Project Management Coursedocshare02.docshare.tips/files/27309/273099608.pdf · 2017. 1. 15. · Project Management Course This course reviews the project management flow in the Epicor