General Session

 8:30 – 8:45 Welcome, Announcements and Meeting Logistics

• 8:45 – 9:30 - Feature Previews of What's coming in 2024.1 - Tim Shoemaker (Epicor)
• 9:30 – 10:00 - Field Service new module intro - Jen Triftshauser (Epicor)

 Session Break 10:00 – 10:30 [Networking and Refreshments]

Discussion Group Sessions *

We encourage questions in the meeting but will take submitted focused group questions first.

Please send topics to epicor.usergroup@wi-eug.com

10:30 –12:00 Focused Discussion Groups

• Finance - Jill Lopez (Bruno) / Sara Maage (Epicor) / Brian Basden (Epicor)
  • Automating discounts
  • Reversing Applied Credit Memos
  • Mass Create RMA from Order, Invoice, Packslip
• Technical – Ron Flynn (Bradley Corp) / Tim Melatis (Bradley Corp) / Kelley Renner (Renner Consulting) 
  • General Q&A
• Plant Operations/Scheduling – Dave Leannah (Bradley Corp) / Jenn Lisser (Mayan) / Tim Shoemaker (Epicor)
  • Fulfillment WorkBench Automation - Amy Rusert (Epicor)

 Lunch Break 12:00 - 1:00

Bonus Topic 1:00 –1:25 

• Learning Innovation: Creating Connected Experiences leveraging AI and Automation - Kari Hagedorn - Epicor

Training Sessions 1:30 – 3:00 *

•  Session 1 - Technical (Cancelled - unable to get Epicor resources)
•  Session 2 - Manufacturing/Supply Chain - Managing the supply chain with Epicor (Tim Shoemaker - Epicor)
  • PO Suggestions
  • Buyer Workbench
  • RFQ
  • Planning BOM
•  Session 3 - Financial Reporting Options (Brian Basden - Epicor)
  • New Financial Reporting options from a web browser & from Excel 
  • Migration paths for legacy reporting tools 
  • Financial Budgeting & Forecasting: Embedded versus Advanced 

*Agenda subject to change