I apologize for not being clear. We do have an implementation team working on this project. Including business process and accounting / finance.
Thank you for the links you have listed below. I will look into those as soon as possible.
Thank you for the links you have listed below. I will look into those as soon as possible.
--- In vantage@yahoogroups.com, sysadmin@... wrote:
>
> OK, it's clear you're not part of IT, but you didn't really say from which
> functional area of your company you're coming at this "task". So, first of
> all, if you're not in Accounting/Finance, you absolutely need someone from
> that functional area as a critical implementation team member, as Ned
> pointed out. Next, if you don't already have the following, get as much as
> you can:
>
>
>
> 1. Manufacturing and Distribution User Guide for v. 8.03.400 (call
> your CAM or go here
> <https://epicweb.epicor.com/Education/Pages/UserGuides.aspx> );
>
> 2. Transaction hierarchies (call Financial Support);
>
> 3. AnswerBook documents related to company configuration and basic
> system setup (call Support, ask for an Application Support Team Leader and
> explain your situation);
>
> 4. Online education classes and/or archived webcasts (available here
> <https://epicweb.epicor.com/Education/Manufacturing/Pages/default.aspx> )
>
>
>
>
>
> _____
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
> bturner101@...
> Sent: Monday, February 08, 2010 5:57 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Vantage Configuration
>
>
>
> I couldn't agree with you more. The individual who was initially in charge
> of implementing Vantage and training is gone. His implementation strategy,
> once I discovered what it was, would make you laugh. But that would be a
> different topic. I am now heading the reimplementation project and doing my
> best to keep IT at bay until the system is stood up.
>
> I really appreciate any of the help you can send my way.
>
> --- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com, "Ned"
> <TechnoBabbly@> wrote:
> >
> > Gotcha, that makes sense then.
> >
> > I will look around through all my old files, I believe I have some
> "stepped
> > process" documents that were used in the process in the past, while not
> > exactly right for 803.40x the process flow should still be close to right.
> >
> > Unfortunately from your desription, and I don't mean this to sound as
> harsh
> > as it may, this sounds like a failure of your company more than anything
> > else and people either not wanting to use it, or just not being willing to
> > ask the right questions for fear of looking dumb or having someone think
> > they weren't paying attention in classes that were given.
> >
> > It's actually a really common occurance.
> >
> > I don't know what your exact position is at your company, I just hope that
> > if you are the IT person or one of the IT people there that you can help
> > make someone realize that this really isn't an IT job to get the system
> > setup initially. While it does involve computers, the IT person's job is
> to
> > keep the servers up and running once things are setup, and it's more
> > finance/accounting/management's responsibility to make sure that the
> > initial
> > setup is done correctly in terms of the process and GL etc etc
> >
> > While it may be falling to you as a 1 man job, that is probably one of the
> > worst ways to go about the intial setup. One person generally does not
> know
> > enough about every aspect of the business process to be able to
> effectively
> > get the system setup in the best possible way.
> >
> > ----- Original Message -----
> > From: "Brian Turner" <bturner101@>
> > To: <vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com>
> > Sent: Monday, February 08, 2010 5:32 PM
> > Subject: Re: [Vantage] Vantage Configuration
> >
> > > After digging into the system, I found out that the GL accounts were
> never
> > > set up correctly. Mostly everything was left with default accounts and
> no
> > > debit credit structure with years of transactions on top of it. Year end
>
> > > closing was never done, the system still thinks we are working in period
> 6
> > > of 2007. The production instance was used as a training platform for
> years
> > > so all our average costing is straight out the window. The job
> management
> > > was used as a slush fund to transact materials from inventory so one job
>
> > > would stay open for months on end accumulating costs. MRP / PO
> suggestions
> > > was never used because of the abuses, nobody trusts them. In general the
>
> > > system was used as a glorified PO generator. I have spent a month
> cleaning
> > > and reconfiguring the current instance to get it limping along and
> provide
> > > some value to the company. Yet, the system still does not behave
> > > correctly.
> > >
> > > The decision to start fresh was made because for the entire life cycle,
> > > thus far, of the current instance no useful information has ever been
> > > extracted from it. Rouge excel sheets, word docs, and access databases
> > > have been used in place of vantage to make up what everyone thought was
> > > vantage shortcomings.
> > > ________________________________
> > > From: Ned <TechnoBabbly@>
> > > To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> > > Sent: Mon, February 8, 2010 4:17:28 PM
> > > Subject: Re: [Vantage] Vantage Configuration
> > >
> > > There's a specific reason for that, they don't want you to impliment
> > > completely on your own, they want you to use their consultants to do the
> > > implimentation.
> > >
> > > There are a huge number of variables for this entire process, and what
> you
> > > are starting with is probably the first point to go with.
> > >
> > > Are you just creating a new database and starting from there or have you
> > > wiped out the entire installation and starting from there?
> > >
> > > To be honest, I kind of question why you would scratch everything you
> have
> > > so far and start brand new, usually most things that are "broken" or
> > > misconfigured( outside of the initial GL account setup) can be fixed
> > > instead
> > > of having to start from scratch. With the entire process, which from my
> > > own
> > > experience, assuming you do nothing but Vantage setup from 9-5 everyday
> by
> > > yourself, then you are probably looking at a few months to get it all
> > > redone
> > > anyway. Whereas you might be able to just fix your problems in a couple
> > > weeks depending on what the problems are.
> > >
> > > ----- Original Message -----
> > > From: <bturner101@sbcgloba l.net>
> > > To: <vantage@yahoogroups .com>
> > > Sent: Monday, February 08, 2010 5:03 PM
> > > Subject: [Vantage] Vantage Configuration
> > >
> > >>I am new to this Vantage user group and fairly new to the Vantage
> system.
> > >>I
> > >>was recently given the project of reimplementing our Vantage system
> > >>because
> > >>our current installation is broken and horribly mis-configured. Without
> > >>ever knowing Vantage existed just a couple months ago, I have done a lot
>
> > >>of
> > >>research and system testing to understand the ERP solution.
> > >>
> > >> One of the many things I find extremely dissatisfying is the lack of
> > >> documentation. Steps to take, master data considerations for each
> module,
> > >> and a logical value stream of the system (i.e. transactions that take
> > >> place when specific settings are configured).
> > >>
> > >> Does anyone know of a worksheet document or anything else that guides
> new
> > >> users to standing each module of Vantage up. The decision was made to
> > >> scrap the entire current system and start fresh. So, I am stuck trying
> to
> > >> piece the system together with extremely vague EPICOR documents and
> tech
> > >> support that gives me different answers depending on the representative
> I
> > >> am speaking with at the time.
> > >>
> > >> Any help in the right direction would be greatly appreciated.
>
>
>
>
>
> [Non-text portions of this message have been removed]
>