# Record Entry Requirements Flow-Chart **Category:** [Epicor ERP 10](https://www.epiusers.help/c/e10/5) **Created:** 2016-11-09 19:39 UTC **Views:** 1096 **Replies:** 8 **URL:** https://www.epiusers.help/t/record-entry-requirements-flow-chart/36172 --- ## Post #1 by @tse.dba We are currently in the implementation process for E10. Is there any documentation that explains what you need setup before entering a record? For example, in order to create a Bill of Operation on a part you have to create the operation first in Operation Entry. But in order to add an operation, you need to select a resource for the operation. To add a resource you need to create a Resource Group. Of course we figured this out with trial and error. But it would be nice if there was a flowchart or document telling us that you need to setup Resource Group, Resource before we can add an Operation to a BOM. Do I make sense? Thanks! --- ## Post #2 by @Kimberley Does E10 have a DMT tool? Was there a DMT Lab book that you could use? curious becuse we will be going to E10 soon. I also found out when using E9 DMT that the order in labs is the order you need to use. --- ## Post #3 by @josecgomez I would highly recommend Epicor Education for this kind of question. It would be extremely difficult for us to outline all the different requirements to enter a given record in Epicor. The Epicor education documents would have most of this information, there is also the application guide available at Epic web. @Kimberley yes E10 has a DMT --- ## Post #4 by @mjfwagner Andrew, I have a roadmap for financials setup that I can share with you. It has some of the basics for other setups as well such as operations and resource groups. I can email it to you if you contact me with your email off line Mark Wagner Sr. Partner Capstone Alliance Partners 888.597.2227 Ext. 71 <888.597.2227%20Ext.%20714>2 | 904.412.6847 (cell) | www.capstoneap.com --- ## Post #5 by @jblomstedt The latest version of DMT has a "migration" mode which lists out Phases 1-5 in the order you need to import records. --- ## Post #6 by @E102016 The DMT is a great tool to use but I find some modules you will need to go back to finish the Import. Buyer for example shows up under phase 1 but you cannot complete it until you complete the User import in phase 3. This is for DMT 4.0.6.0 --- ## Post #7 by @tse.dba How do you access this "migration" mode? --- ## Post #8 by @jblomstedt --- ## Post #9 by @tse.dba Oh wow, look at that. Is there a print out of this somewhere? --- **Canonical:** https://www.epiusers.help/t/record-entry-requirements-flow-chart/36172 **Original content:** https://www.epiusers.help/t/record-entry-requirements-flow-chart/36172