This is a high paced 2 day course. The purpose of the training is to provide you with knowledge and skills to use EFP.

You need to bring your own laptop to this course - see Pre-requisites.

The outcome of the 2 day course:

• You are aware of how Epicor Financial Planner (EFP) works and how data flows within the system.
• You know how to use EFP for Financial Reporting and Budgeting.
• You know how to configure a basic Financal budget process in the product.
• You have knowledge of possible advanced uses/ configurations of budget and reporting processes.
• You have knowledge of possible advanced uses/ configurations of Business Rules.

Focus: EFP Overview and Reporting

Time           Subject                                  
 
09:00 – 10:30: EFP System overview  
                * What can EFP do for you?
                * What is it and how does it work?
                * Flow of data through the system
10:30 – 13:00: Publishing a pre-built report                
                * Relation between Filters and Report Slicer                  
13:00 – 13:45: Lunch                                            
13:45 – 16:30: Building a report using report template              
                * Review report that is to be built and elements required to built report
                * Adding Columns
                * Adding Rows
                * Data Member Defintions
                * Property Filter 
                * Current override Members
                * Expand Options
                * Time Periords and Offsets
                * Drill Report
                * Report options settings

Focus: Budget Configuration and Process

Time           Subject                                  
 
09:00 – 10:30: Budget Process Configuration  
                * Stakeholders & Driver segments
                * Budget and Forecast Cycles
                * Input Schedules
10:30 – 13:00: Configuring the Budget Process, part 1               
                * The Admin menu
                * Input Schedules                  
13:00 – 13:45: Lunch                                            
13:45 – 15:00: Configuring the Budget Process, part 2
                * Data Manager
                * Testing
15:00 – 16:30: Modeler
                * Database locks
                * Dimensions
                * Security