WIEUG Registration LINK

This meeting will be held in person at Waukesha County Technical College (WCTC).

WCTC
800 Main Street
Pewaukee, WI 53072

October 10th, 2024 WI EUG Meeting Agenda – Subject to Change

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 Introduction – Jen Triftshauser (Epicor)

Session Break 10:00 – 10:30

Discussion Group Sessions

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

Please send topics to at [email protected]

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) / Kelly Renner (Renner Consulting) /TBD (Epicor)
    • 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 related (CANCELLED – unable to get Epicor resources)

Session 2 –  Manufacturing/Supply Chain – Managing the supply chain with 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

Map and Meeting Directions

Located at WCTC Pewaukee Campus
800 Main St
Pewaukee, WI 53072

Anthony J. Natalizio Center (AJN) in building S.

The meeting starts promptly at 8:30am. Doors open at 7:45.

Here is a picture of the entrance