Epicor Social Enterprise Richard Marks System Engineer

Transcription

1 Epicor Social Enterprise Richard Marks System Engineer

2 Safe Harbor Statement FORWARD-LOOKING STATEMENTS. Some of the information in the presentations constitute forward looking information, including with respect to future product strategies, financial condition, results of operations, continued profitability and activities of Epicor. While these forward-looking statements represent our current judgment, these statements are based on assumptions that are subject to a wide range of risks and our actual results could differ materially. Epicor undertakes no obligation to revise or update publicly any forward-looking statements. 2

3 Epicor Social Enterprise (ESE) What is it? Epicor Social Enterprise (ESE) is a social enterprise collaboration network (ECN). This information network is designed to support information exchange across your business. ESE allows cross-company/crossdepartmental collaboration bringing social media and contextual information together in a single tool. 3

4 Epicor Social Enterprise (ESE) Collaboration Platform to support information capture & exchange across your business Allows cross-company/crossdepartmental collaboration Bringing social media and contextual information together in a single tool Available as Embedded or stand-alone 4

5 Functional Overview 5

6 Social Enterprise Epicor Social Enterprise is available in two versions. Standard Edition. Advanced Edition. 6

7 Standard Edition Embedded within all versions of Epicor ERP v.10 onwards. Delivered with predefined rules and notifications. Standard rules cannot be changed. Open Groups, with no membership controls. Limited to a single notification source. 7

8 Advanced Edition Targeted at organisations with more in depth needs. Supports the creation of user defined notification profiles and rules. Allows the predefined notification profiles and rules to be amended. Allows for unlimited notification profiles and rules. Unlimited Open Groups Supports private groups (i.e. Groups with membership controls). Unlimited number of notification sources connects to multiple Epicor ERP 10 Databases. Multiple search criteria in one column (i.e. use of OR & AND terms). Free text search terms 8

9 Notifications 9

10 ESE Profiles & Rules Customer examples Customer Tracking Profile on Customer Table Customer updated - This message is triggered whenever a customer is changed, but none of the more specific messages have been triggered. New Customer - This message is generated whenever a new customer is added to the system. It is just a simple link to view the customer. Customer Group Changed - If the customer is assigned to a new or different customer group, this message will trigger. Customer on credit hold - This message is triggered when the customer is placed on Credit hold. Customer taken off hold - This message is triggered when a customer is removed from credit hold. 10

11 ESE Profiles & Rules AR & AP examples Accounts Receivable Invoice Tracking Profile on InvcHead table: Invoice Created - This message is generated whenever a new invoice is created. Accounts Payable Invoice Tracking Profile on APInvHed table: A Debit Memo has been created - This message is generated whenever a new debit memo has been created. 11

12 ESE Profiles & Rules Order(s) examples Order Detail Tracking Profile on OrderDtl Table: Order Line Created - This message is triggered whenever a new order line is added. Order Header Tracking Profile on OrderHed table: Customer updated - This message is triggered whenever an order line has its sold to customer changed. Large Order - This message is triggered when an updated order has its total order amount exceed Large discount - This message is triggered when an existing order has its discount amount exceed 10 percent. Order Held - This message is triggered when an existing order is placed on hold. 12

13 ESE Profiles & Rules Shipment(s) examples Shipping Header Tracking Profile on ShipHead table: Shipment Closed - This message is triggered when a shipment is flagged as closed. Shipment Freighted - This message is generated when a shipment is marked as freighted. Shipment shipped - This message is generated when a shipment has shipped. Shipment Ready to Invoice - This message is triggered when a shipment is ready to be invoiced. 13

14 ESE Profiles & Rules Job(s) examples Job Header Tracking Profile on JobHead table: New Job - This message is triggered when a new job record is added to the system. Job completed - This message is triggered when a job has its status set to completed. Job Engineered - This message is triggered when a Job has its engineered flag set. Comments - this message is triggered when the comments for a job are updated. Job Assembly Tracking Profile on JobAsmbl Table: Job Assembly Issued Complete - This message is triggered when a Job s Assembly Issued Complete flag is set to yes Job Operation Tracking Profile on JobOper Table: Job Operation Completed - This message is triggered when a Job Operation OpComplete flag is set to yes 14

15 ESE Profiles & Rules Project(s) examples Project Milestone Tracking Profile on the ProjectMilestone Table: Project Milestone has been Completed - This message is triggered when a project milestone has been completed 15

16 ESE Profiles & Rules Quotes & Tasks examples Quote Header Tracking Profile on the QuoteHed Table: Quote has been Quoted - This message is triggered when a Quote has been marked as Quoted. Quote has Expired - This message is triggered when a Quote has been marked as Expired. Request for Quote Tracking Profile on the RfqVend Table: A Request for Quote has been Responded to - This message is triggered when a RFQ has had the response status set to Received. Task Tracking Profile on the Task Table: Task has been Assigned - This message is triggered when a Task s SalesRepCode value is equal to the user ID. Task has been Completed - This message is triggered when a Task s Complete status is set to Yes. 16

17 Using Epicor Social Enterprise 17

18 Subscription & Self-Service Maintain Personal information Adding contact information Subscribe or Unsubscribe to Notification Profiles & Notification Rules using the Follow and Unfollow options. Setup Digest options Group subscriptions 18

19 User Profiles Profile Information: Private Messages: A list of all of the messages sent directly to you Messages: A list of all your recent posts Followers: Who is following you? Following: Who are you following? Contact information Subscriptions to Notification Profiles Digest subscriptions Group subscriptions 19

20 Embedded within Epicor 20

21 Mobile & On the Go Access ESE from at home, your car or at site Reduce the frequency of meetings Improve the speed of decision making Improve customer service 21

22 Demonstration 22

23 Epicor Social Enterprise Richard Marks System Engineer