/
Title

Title

 Summary

 

Change details

Change request

Status

IN PROGRESS / DONE / OTHER

Related issues

Driver

Impacted services

Current blockers

Service owner review

Technical review

Reporter

Change approvers

Informed stakeholders

 

 Change plans

Plan type

Description

Impact

Risk

Schedule

Plan type

Description

Impact

Risk

Schedule

TEST PLAN / BACKUP PLAN / ROLLBACK PLAN / OTHER

HIGH / LOW

 

 

 

 

 

 

 

 

 

 

 

 Change implementation tasks

Task type

Team

Description

Task type

Team

Description

OUTAGE / NO IMPACT

 

 

 

 

 

 

 

 Communications

Team

Escalation manager

Testing

Testing manager

Testing manager contact information

Team

Escalation manager

Testing

Testing manager

Testing manager contact information

REQUIRED / OPTIONAL

 

 

 

 

 

 

 

 

 

 

 

 

 Post-implementation review

Date

Date

Requests for comments

Service owner

Participants

Review criteria

Lessons learned

Follow-up actions

Information about navigating the Epicor ERP application

*For a basic quote-to-cash scenario that’s only 36 pages, System Flow education doc is here on SharePoint. 
*The rest of the Education documents are good guides to basic Epicor functionality.