Dept Module Lead Tasks Module Depend
Fin Accts. Pay. Finance Lead FOB
Fin Accts. Pay. Finance Lead Purchasing Terms
Fin Accts. Pay. Finance Lead Ship Via
Fin Accts. Pay. Finance Lead Payment Method
Fin Accts. Pay. Finance Lead Supplier Group
Fin Accts. Pay. Finance Lead Supplier GL (Code)
Fin Accts. Pay. Finance Lead Bank / Branch Account
Fin Accts. Pay. Finance Lead Aging Report Format
Fin Accts. Pay. Finance Lead Miscellaneous Charge / Credit
Fin Accts. Pay. Finance Lead Allocation
Fin Accts. Pay. Finance Lead Bank Fee
Fin Accts. Pay. Finance Lead AP Company Configuration
Fin Accts. Pay. Finance Lead AP Tax Setup -- See AR Setup
Fin Accts. Pay. Finance Lead Cents Override (AP Tax)
Fin Accts. Pay. Finance Lead Legal Number (EuroFinancials)
Fin Accts. Pay. Finance Lead Purchase Type (Eurofinancials)
IT APM IT Lead Epicor Install Advanced Print Mgmt
Fin Accts. Rec. Finance Lead Country CRM
Fin Accts. Rec. Finance Lead Sales Region CRM
Fin Accts. Rec. Finance Lead Role Code CRM
Fin Accts. Rec. Finance Lead Workforce CRM
Fin Accts. Rec. Finance Lead Sales Territory CRM
Fin Accts. Rec. Finance Lead Ship Via
Fin Accts. Rec. Finance Lead FOB
Fin Accts. Rec. Finance Lead Terms
Fin Accts. Rec. Finance Lead Customer Group
Fin Accts. Rec. Finance Lead Customer / Admin Tools Conv 6880 CRM
Fin Accts. Rec. Finance Lead Miscellaneous Charge
Fin Accts. Rec. Finance Lead Bank/Branch Code
Fin Accts. Rec. Finance Lead AR Company Configuration
Fin Accts. Rec. Finance Lead Aging Report Formats
Fin Accts. Rec. Finance Lead Bank Fee
Fin Accts. Rec. Finance Lead Cents Override (AR Tax)
Fin Accts. Rec. Finance Lead Credit Card
Fin Accts. Rec. Finance Lead Custom Tax Algorithm
Fin Accts. Rec. Finance Lead Finance/Late Charge
Fin Accts. Rec. Finance Lead Legal Number
Fin Accts. Rec. Finance Lead National Account Relationship
Fin Accts. Rec. Finance Lead Payment Method
Fin Accts. Rec. Finance Lead Product Group GL (Code)
Fin Accts. Rec. Finance Lead Product Tax Category
Fin Accts. Rec. Finance Lead Relationship Class
Fin Accts. Rec. Finance Lead Reminder Group
Fin Accts. Rec. Finance Lead Tax Authority (AvaTax)
Fin Accts. Rec. Finance Lead Tax Box
Fin Accts. Rec. Finance Lead Tax Jurisdiction
Fin Accts. Rec. Finance Lead Tax Liablility
Fin Accts. Rec. Finance Lead Tax Report Category
Fin Accts. Rec. Finance Lead Tax Type
Sales CRM Sales Lead Role Code
Sales CRM Sales Lead Work Force
Sales CRM Sales Lead Task Type
Sales CRM Sales Lead Task
Sales CRM Sales Lead Workfflow Stage
Sales CRM Sales Lead Task Set
Sales CRM Sales Lead Task Status
Sales CRM Sales Lead Call Types
Sales CRM Sales Lead Marketing Activity Type
Sales CRM Sales Lead Marketing Advertisments
Sales CRM Sales Lead Marketing Publications
Sales CRM Sales Lead Marketing Campaign /Event
Sales CRM Sales Lead Reason Code
Sales CRM Sales Lead Country
Sales CRM Sales Lead Sales Region
Sales CRM Sales Lead Sales Territory
Sales CRM Sales Lead Ship Via
Sales CRM Sales Lead Attributes
Sales CRM Sales Lead Price List
Sales CRM Sales Lead Quote Markup
Sales CRM Sales Lead CRM Company Configuration
Sales CRM Sales Lead Customer / Admin Tools Conv 6880
Sales CRM Sales Lead Competitor
Sales CRM Sales Lead Marketing List
Sales CRM Sales Lead Marketing List Generator
Sales CRM Sales Lead Salesperson Quota
Fin Currency Finance Lead Currency Master
Fin Currency Finance Lead Currency Master
Fin Currency Finance Lead Rate Type
Sales EDI Sales Lead Customer
Sales EDI Sales Lead Translator
Prod Eng. Mgmt Prod Lead Plant (Action\Change Cost ID) GL (Code)
Prod Eng. Mgmt Prod Lead Department Job Mgmt & GL (Code)
Prod Eng. Mgmt Prod Lead Resource Group (and associated Resource )
Prod Eng. Mgmt Prod Lead Operation
Prod Eng. Mgmt Prod Lead UOM Class Inventory
Prod Eng. Mgmt Prod Lead UOM Inventory
Prod Eng. Mgmt Prod Lead Part / Revision Inventory
Prod Eng. Mgmt Prod Lead Routing Inventory
Prod Eng. Mgmt Prod Lead Bill of Material Inventory
Prod Eng. Mgmt Prod Lead HS Commodity
Prod Eng. Mgmt Prod Lead Operation Text
Prod Eng. Mgmt Prod Lead Product Group
Prod Eng. Mgmt Prod Lead Reference Category
Prod Eng. Mgmt Prod Lead Resource Group Collection
Prod Eng. Mgmt Prod Lead Resource Type
Prod Eng. Mgmt Prod Lead Scheduling Priority Code
Prod Eng. Mgmt Prod Lead Stage Number
Prod Eng. Mgmt Prod Lead Substance
Prod Eng. Mgmt Prod Lead Substance Restriction Type
Prod Eng. Mgmt Prod Lead Task
Prod Eng. Mgmt Prod Lead Task Set
Prod Eng. Mgmt Prod Lead Work Force
Prod Eng. Mgmt Prod Lead Workflow Group
Prod Eng. Mgmt Prod Lead Workflow Stage
IT ePortal IT Lead Epicor Install ePortal
Prod Field Svc. Prod Lead Customer
Prod Field Svc. Prod Lead Miscellaneous Charge
Prod Field Svc. Prod Lead Part
Prod Field Svc. Prod Lead Product Group
Prod Field Svc. Prod Lead Reason Code
Prod Field Svc. Prod Lead Sevice Call Type
Prod Field Svc. Prod Lead Service Contract Code
Prod Field Svc. Prod Lead Shop Employee
Prod Field Svc. Prod Lead Warranty Code
Fin Gen. Ledger Finance Lead Chart of Accounts
Fin Gen. Ledger Finance Lead COA Category
Fin Gen. Ledger Finance Lead Account Segment Values
Fin Gen. Ledger Finance Lead General Ledger Account
Fin Gen. Ledger Finance Lead Fiscal Period
Fin Gen. Ledger Finance Lead Book
Fin Gen. Ledger Finance Lead GL Control Code
Fin Gen. Ledger Finance Lead Earliest Apply Date
Fin Gen. Ledger Finance Lead Co. Config/Modules/All/General
Fin Gen. Ledger Finance Lead Co. Config./Modules/All/GL Control
Fin Gen. Ledger Finance Lead Financial Report Designer
Fin Gen. Ledger Finance Lead Shop Employee
Fin Gen. Ledger Finance Lead Part Class
Fin Gen. Ledger Finance Lead Product Group
Fin Gen. Ledger Finance Lead Import Booking Rules (GL Acct)
Fin Gen. Ledger Finance Lead Account Allocation
Fin Gen. Ledger Finance Lead Account Budget
Fin Gen. Ledger Finance Lead Account Entry Restricted
Fin Gen. Ledger Finance Lead Accounting Segment Mapping
Fin Gen. Ledger Finance Lead Business Entities
Fin Gen. Ledger Finance Lead Costing (Standard) Workbench
Fin Gen. Ledger Finance Lead Currency Revaluation Process
Fin Gen. Ledger Finance Lead Customer Group
Fin Gen. Ledger Finance Lead Daily Balances Setup
Fin Gen. Ledger Finance Lead GL COA Reference Type
Fin Gen. Ledger Finance Lead GL Control Type
Fin Gen. Ledger Finance Lead Inventory Adjustment Reason Code
Fin Gen. Ledger Finance Lead Job Closing Parameters
Fin Gen. Ledger Finance Lead Job Completion Parameters
Fin Gen. Ledger Finance Lead Journal Code
Fin Gen. Ledger Finance Lead Lookup Table
Fin Gen. Ledger Finance Lead Recurring Journal
Fin Gen. Ledger Finance Lead Sales Category
Fin Gen. Ledger Finance Lead Self-Balancing Segment
Fin Gen. Ledger Finance Lead Transaction Document Type
Sales Help Desk Sales Lead Attribute
Sales Help Desk Sales Lead Task
Sales Help Desk Sales Lead Task Set
Sales Help Desk Sales Lead Topic
Sales Help Desk Sales Lead Workflow Group
Sales Help Desk Sales Lead Workflow Stage
Sales Help Desk Sales Lead Workforce
Mtls Inv. Mgmt Mtls Lead UOM
Mtls Inv. Mgmt Mtls Lead UOM Class
Mtls Inv. Mgmt Mtls Lead Warehouse GL (Code)
Mtls Inv. Mgmt Mtls Lead Warehouse Bin
Mtls Inv. Mgmt Mtls Lead Product Group GL (Code)
Mtls Inv. Mgmt Mtls Lead Part Class GL (Code)
Mtls Inv. Mgmt Mtls Lead Min/Max - Safety Stoc (Parts)
Mtls Inv. Mgmt Mtls Lead Default Supplier (Part)
Mtls Inv. Mgmt Mtls Lead Part
Mtls Inv. Mgmt Mtls Lead Reason Code - Inv Adj Type GL (Code)
Mtls Inv. Mgmt Mtls Lead Materials Company Configuration
Mtls Inv. Mgmt Mtls Lead Plant - Actions - Plant Cost ID
Mtls Inv. Mgmt Mtls Lead Warehouse Bin Attribute
Mtls Inv. Mgmt Mtls Lead Warehouse Zone
Mtls Inv. Mgmt Mtls Lead Warehouse Bin Size Group
Mtls Inv. Mgmt Mtls Lead Warehouse Bin Setup Wizard
Mtls Inv. Mgmt Mtls Lead ABC Code
Mtls Inv. Mgmt Mtls Lead Global Lot Sequence
Mtls Inv. Mgmt Mtls Lead HS Commodity
Mtls Inv. Mgmt Mtls Lead Internal Part Cross Reference
Mtls Inv. Mgmt Mtls Lead Inventory Company Configuration
Mtls Inv. Mgmt Mtls Lead Serial Number
Mtls Inv. Mgmt Mtls Lead Serial Number Masking
Mtls Inv. Mgmt Mtls Lead Allocation Template
Mtls Inv. Mgmt Mtls Lead Cycle Count Period Definition
Mtls Inv. Mgmt Mtls Lead Stock Provision Report Format
Mtls Inv. Mgmt Mtls Lead Warehouse Team
Mtls Inv. Mgmt Mtls Lead Warehouse Team Attribute
IT IT IT Lead Alert Group
IT IT IT Lead Modify AR Invoice
IT IT IT Lead Modify Order Ackknowlegement
IT IT IT Lead Modify Packing Slip
IT IT IT Lead Modify Purchase Ackknowlement
IT IT IT Lead Security
IT IT IT Lead Users
Info.
IT Worker IT Lead Install Information Worker
Info. Epicor Install Information Worker
IT Worker IT Lead
Prod Job Mgmt Prod Lead Department
Prod Job Mgmt Prod Lead Plant Configuration Entry Inventory
Prod Job Mgmt Prod Lead Resource Group (and associated Resource )
Prod Job Mgmt Prod Lead Operation
Prod Job Mgmt Prod Lead Product Group
Prod Job Mgmt Prod Lead Part Inventory
Prod Job Mgmt Prod Lead Routing
Prod Job Mgmt Prod Lead Bill of Material
Prod Job Mgmt Prod Lead Production Calendar(s)
Prod Job Mgmt Prod Lead Labor Expense
Prod Job Mgmt Prod Lead Indirect Labor
Prod Job Mgmt Prod Lead Shop Employee Payroll
Prod Job Mgmt Prod Lead Job & Collection Company Configuration
Prod Job Mgmt Prod Lead Alert Group
Prod Job Mgmt Prod Lead Allocation Template
Prod Job Mgmt Prod Lead HS Commodity
Prod Job Mgmt Prod Lead JC Shift
Prod Job Mgmt Prod Lead Job Complete / Close Parameters
Prod Job Mgmt Prod Lead Kanban Type
Prod Job Mgmt Prod Lead Operation Text
Prod Job Mgmt Prod Lead Person Setup
Prod Job Mgmt Prod Lead Production Team
Prod Job Mgmt Prod Lead Project Checklist Types
Prod Job Mgmt Prod Lead Reason Code
Prod Job Mgmt Prod Lead Reference Category
Prod Job Mgmt Prod Lead Resource Collection
Prod Job Mgmt Prod Lead Resource Type
Prod Job Mgmt Prod Lead Setup Group
Prod Job Mgmt Prod Lead Shop Warning
Prod MRP Prod Lead Customer
Prod MRP Prod Lead Customer Group
Prod MRP Prod Lead Part
Prod MRP Prod Lead Part Class
Prod MRP Prod Lead Product Group
Prod MRP Prod Lead Production Calendar(s)
PrjMgt Milestone Project Lead Design Business Processes
PrjMgt Milestone Project Lead Define Prototype Scope and Objectives
PrjMgt Milestone Project Lead Develop Business Scenarios to Prototype
PrjMgt Milestone Project Lead Collect Source Documents
PrjMgt Milestone Project Lead Map Business Processes to Software
PrjMgt Milestone Project Lead Identify and Resolve Gaps
PrjMgt Milestone Project Lead Document Findings and Setup Decisions
PrjMgt Milestone Project Lead Build Prototype Environment
PrjMgt Milestone Project Lead Design Conversion Templates
PrjMgt Milestone Project Lead Complete Data Conversion Mapping
PrjMgt Milestone Project Lead Perform First Pass Conversion of Key Files
PrjMgt Milestone Project Lead Simulate Business Functions
PrjMgt Milestone Project Lead Prototype Business Process
PrjMgt Milestone Project Lead Finalize Set-up Requirements and Document
Identify Gaps and Customization/Personalization
PrjMgt Milestone Project Lead Requirements
PrjMgt Milestone Project Lead Develop Written User Procedures
PrjMgt Milestone Project Lead Design Modifications, Integrations and Reports
PrjMgt Milestone Project Lead Complete Change Order if Required
PrjMgt Milestone Project Lead Complete Requirement Summary
PrjMgt Milestone Project Lead Simulate/Test Integration Requirements
Sales Order Mgmt Sales Lead Role Code CRM
Sales Order Mgmt Sales Lead Workforce CRM
Sales Order Mgmt Sales Lead Country CRM
Sales Order Mgmt Sales Lead Sales Region CRM
Sales Order Mgmt Sales Lead Sales Territory CRM
Sales Order Mgmt Sales Lead Terms
Sales Order Mgmt Sales Lead Ship Via
Sales Order Mgmt Sales Lead Customer Price List
Sales Order Mgmt Sales Lead Customer Group
Sales Order Mgmt Sales Lead Customer
Sales Order Mgmt Sales Lead Customer Part Inventory
Sales Order Mgmt Sales Lead Miscellaneous Charge
Sales Order Mgmt Sales Lead UOM Class Inventory
Sales Order Mgmt Sales Lead UOM Inventory
Sales Order Mgmt Sales Lead Product Group Inventory & GL (Code)
Sales Order Mgmt Sales Lead Part Class Inventory
Sales Order Mgmt Sales Lead Part Inventory
Sales Order Mgmt Sales Lead Sales Company Configuration
Sales Order Mgmt Sales Lead Allocation Template
Sales Order Mgmt Sales Lead Analysis Code
Sales Order Mgmt Sales Lead Cents Override (AR Tax)
Sales Order Mgmt Sales Lead Credit Card Configuration
Sales Order Mgmt Sales Lead Credit Care Type
Sales Order Mgmt Sales Lead HS Commodity
Sales Order Mgmt Sales Lead Legal Text
Sales Order Mgmt Sales Lead Memo Category
Sales Order Mgmt Sales Lead Person
Sales Order Mgmt Sales Lead Price Group
Sales Order Mgmt Sales Lead Project Checklist Types
Sales Order Mgmt Sales Lead Sales Category
Sales Order Mgmt Sales Lead Wave
Prod.
Sales Config. Sales Lead Operation
Prod.
Sales Config. Sales Lead Part
Prod.
Sales Config. Sales Lead Part Class
Prod.
Sales Config. Sales Lead Product Group
Prod.
Sales Config. Sales Lead Resource Collection
Prod.
Sales Config. Sales Lead Resource Group
Prod.
Sales Config. Sales Lead Configurator Control Data
Prod.
Sales Config. Sales Lead Configurator Type
Mtls Purchasing Mtls Lead FOB
Mtls Purchasing Mtls Lead Purchasing Terms
Mtls Purchasing Mtls Lead Ship Via
Mtls Purchasing Mtls Lead Supplier Group
Mtls Purchasing Mtls Lead Supplier Price List
Mtls Purchasing Mtls Lead Supplier
Mtls Purchasing Mtls Lead Buyer & Authorized User Company
Mtls Purchasing Mtls Lead UOM Class Inventory
Mtls Purchasing Mtls Lead UOM Inventory
Mtls Purchasing Mtls Lead Part Class Inventory
Mtls Purchasing Mtls Lead Approved Suppliers (via Part Entry)
Mtls Purchasing Mtls Lead Default Supplier (Part)
Mtls Purchasing Mtls Lead Part Inventory
Mtls Purchasing Mtls Lead Manufacturer
Mtls Purchasing Mtls Lead Qualified Manufacturer
Mtls Purchasing Mtls Lead Miscellaneous Charge / Credit
Mtls Purchasing Mtls Lead Requsition Actions
Mtls Purchasing Mtls Lead Cents Override
Mtls Purchasing Mtls Lead HS Commodity
Mtls Purchasing Mtls Lead Import Preference Scheme
Mtls Purchasing Mtls Lead Import Tariff
Mtls Purchasing Mtls Lead Purchase Company Configuration
Fin Payroll Finance Lead Company Configuration
Fin Payroll Finance Lead Employee
Fin Payroll Finance Lead Enter Deductions
Fin Payroll Finance Lead Enter Holiday
Fin Payroll Finance Lead Enter Pay Types
Fin Payroll Finance Lead Enter Payroll Class
Fin Payroll Finance Lead Enter Payroll Managers
Fin Payroll Finance Lead Enter Taxes
Fin Payroll Finance Lead Enter Workers Comp
Fin Payroll Finance Lead Indirect Labor
Fin Payroll Finance Lead Labor Expense
Fin Payroll Finance Lead Shop Employee
Prod Quality Prod Lead Inspector
Prod Quality Prod Lead Department Job Mgmt & GL (Code)
Prod Quality Prod Lead Warehouse Inventory
Prod Quality Prod Lead Reason Code
Prod Quality Prod Lead Part Class
Prod Quality Prod Lead Supplier Purchasing
Prod Quality Prod Lead Part Inventory
Quote
Sales Mgmt Sales Lead Role Code CRM or Order or AR
Quote
Sales Mgmt Sales Lead Work Force CRM or Order or AR
Quote
Sales Mgmt Sales Lead Sales Region CRM or Order or AR
Quote
Sales Mgmt Sales Lead Sales Territory CRM or Order or AR
Quote
Sales Mgmt Sales Lead Price Lists CRM or Order or AR
Quote
Sales Mgmt Sales Lead Customer Group CRM or Order or AR
Quote
Sales Mgmt Sales Lead Quote Markup
Quote
Sales Mgmt Sales Lead Customer CRM or Order or AR
Quote
Sales Mgmt Sales Lead Price Group
IT Srv. Conn. IT Lead Install Service Connect
Prod Sched Prod Lead Capability
Prod Sched Prod Lead Department
Prod Sched Prod Lead Operation
Prod Sched Prod Lead Operation Text
Prod Sched Prod Lead Production Calendar(s)
Prod Sched Prod Lead Resource Collection
Prod Sched Prod Lead Resource Group
Prod Sched Prod Lead Resource Type
Prod Sched Prod Lead Schedule
Prod Sched Prod Lead Scheduling Priority Code
Prod Sched Prod Lead Set Up Group
IT Insite IT Lead Insite Install and Train Insite Manifest
Mtls Ship/Rec Mtls Lead Packaging Classifications
Mtls Ship/Rec Mtls Lead Delivery Type
Mtls Ship/Rec Mtls Lead Packaging Codes
Mtls Ship/Rec Mtls Lead Supplier Shipment Class
Mtls Ship/Rec Mtls Lead Workstation
Mtls SRM Mtls Lead Attributes
Mtls SRM Mtls Lead Rating
Mtls SRM Mtls Lead HS Commodity
Mtls SRM Mtls Lead Person
Mtls SRM Mtls Lead Supplier
StageRevie
PrjMgt w Project Lead Stage Review
StageRevie Defined prototype scope and objectives
PrjMgt w Project Lead
StageRevie Began prototyping of business processes
PrjMgt w Project Lead
StageRevie Performed first pass conversion
PrjMgt w Project Lead
StageRevie Finalized identification of software modifications
PrjMgt w Project Lead
StageRevie Finalized custom form/report requirements
PrjMgt w Project Lead
Assigned Data % Complete
File Depend Order to Reviewed Due Date complete d date
Supplier 1
Supplier 2
Supplier 3
Supplier 4
Supplier 5
Supplier 6
7
8
9
10
11
12
Customer 1
Customer 2
Customer 3
Customer 4
Customer 5
Customer 6
Customer 7
Customer 8
Customer 9
Customer 10
11
12
15
13
14
Customer 1
Customer 2
Customer 3
Customer 4
Customer 5
Customer 6
Customer 7
Customer 8
Customer 9
Customer 10
Customer 11
Customer 12
Customer 13
Customer 14
Customer 15
Customer 16
Customer 17
Customer 18
Customer 19
Customer 20
Customer 21
Customer 22
2
3
4
5
6
7
Part 8
Part 9
10
11
12
GL (Code) 13
GL (Code) 14
15
1
2
Part 1
Part 2
Part 3
Part 4
Part 5
Part 6
Part 7
Supplier 8
Part 9
10
11
12
WH Bin
WH Bin
WH Bin
WH Bin
Part
Part
Part
Part
Part
Part
Part
1
Whse 2
3
4
5
6
7
8
9
Shop Emp 10
Shop Emp 11
12
13
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Customer 2
Customer 3
Customer 4
Customer 5
Customer 6
Customer 7
10
Part 11
12
Part 13
Part 14
Part 15
Part 16
Part 17
18
1
Users 7
Part 8
Part 9
Part 10
Part 11
Part 12
Part 13
14
15
16
17
2
3
4
5
6
7
3
4
21
22
23
24
25
26
