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Epicor Interface

The Epicor interface allows you price and order parts/labors/fluids from suppliers who are integrated with Epicor and transfer the data directly to RepairWriter.


Epicor Setup
  1. Select File, Settings (Alt + F, S) from the main drop-down menu and click the Parts & Labor link.
  2. Enable the Epicor interface and enter the Username and Password supplied by the Epicor.
  3. Click <Save>.
Epicor Setup - Supplier
  1. Open a supplier who integrates with Epicor.
  2. Enter the External Supplier ID (Seller ID) for the selected supplier assigned by Epicor.
  3. Click <Save>.

Adding Parts/Fluids/Labors from Epicor to a Work Order (Step 1)

  1. Open the Parts section of the selected work order.
  2. Click <Epicor>.
  3. Select the Epicor Quick Labor if applicable and click <Open>. (Alt + O)
    Epicor Group

  4. Select the part(s) you want to transfer.
    Epicor Parts

  5. Select the fluids(s) and labor(s) you want to transfer.
    Epicor Labor & Fluids

  6. Click <Transfer & Exit>
  7. Select your options and click <Okay>. (Alt + O) Note: You can order the parts On the Fly if you select Order.
    Epicor Transfer

  8. Select the fluid from inventory and click <Charge> (Alt + A) Note: This step will be skipped if you have your fluid inventory uploaded to Epicor.
    Epicor Fluids

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Ordering Part(s) that have been Added (Step 2)

  1. Select one of the parts that were added from the Epicor interface.
  2. Change the status to Order.
    Epicor Order

  3. Click <Order> if prompted. (Alt + O)
  4. If you have multiple parts brought over from Epicor, select the parts you want to order and press <Order>. (Alt + O)
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Epicor Order Responses

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See Also: Epicor Web Interface

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