[[File:Epiphany Logo.png|frameless|center|Epiphany]]

<center>Welcome to Epiphany!</center>

<center>Here you will find everything you need to understand Epiphany.</center>
== Basics ==
{{#dpl:
category=Basics
|shownamespace=false
|mode=category
|ordermethod=titlewithoutnamespace
|order=ascending
|columns=4
|format=<ul class="list-4-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

== Applications ==
{{#dpl:
category=Applications
|shownamespace=false
|mode=category
|ordermethod=titlewithoutnamespace
|order=ascending
|columns=4
|format=<ul class="list-4-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

== SubSystems ==
{{#dpl:
category=Subsystems
|shownamespace=false
|mode=category
|ordermethod=titlewithoutnamespace
|order=ascending
|columns=4
|format=<ul class="list-4-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

== Postings ==
{{#dpl:
|columns=3
|namespace=Postings
|shownamespace=false
|ordermethod=title
|order=ascending
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

== Mobile App ==
{{#dpl:
|columns=3
|namespace=MobileApp
|shownamespace=false
|ordermethod=title
|order=ascending
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

---------------------------------------------------------------

== Screens ==
{{#dpl:
|columns=3
|namespace=Screens
|shownamespace=false
|ordermethod=title
|order=ascending
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

== How-To ==
{{#dpl:
|columns=3
|namespace=HowTo
|shownamespace=false
|ordermethod=title
|order=ascending
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

[https://epiphanywiki.crystalcomputer.com/index.php?title=Main_Page&action=purge Purge cache of the Main Page]

2024-03-13T18:22:26Z

Brianl:

[[Category:Subsystems]]
==Pirouette==

===Pivot Table===
'''Menu Location: Applications / Pirouette''' (used for analyzing data)
:* Pivot Table / Tables Tab - displays the pivot tables created for analzying data
:* Pivot Table / Fields Tab - displays the list of fields available to build the pivot table
:* Definition Tab - pivot table definitions are created here
:* Rebuild Button - dispays the data selected for analysis
::[[File:PT_Payroll_Deductions.png]]

Manual:Insight Reporting

2024-03-13T18:22:15Z

Brianl:

Main Page

2024-03-13T18:21:52Z

Brianl:

[[File:Epiphany Logo.png|frameless|center|Epiphany]]

<center>Welcome to Epiphany!</center>

<center>Here you will find everything you need to understand Epiphany.</center>
== Basics ==
{{#dpl:
category=Basics
|shownamespace=false
|mode=category
|ordermethod=titlewithoutnamespace
|order=ascending
|columns=4
|format=<ul class="list-4-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

== Applications ==
{{#dpl:
category=Applications
|shownamespace=false
|mode=category
|ordermethod=titlewithoutnamespace
|order=ascending
|columns=4
|format=<ul class="list-4-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

== SubSystems ==
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3">
*[[Manual:Reports|Reports]]
*[[Manual:Pirouette|Pirouette]]
*[[Manual:Electronic_Signatures|Electronic Signatures]]
*[[Manual:Utilities|Utilities]]
: 
: 
</div>
{{#dpl:
category=Subsystems
|shownamespace=false
|mode=category
|ordermethod=titlewithoutnamespace
|order=ascending
|columns=4
|format=<ul class="list-4-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

== Screens ==
{{#dpl:
|columns=3
|namespace=Screens
|shownamespace=false
|ordermethod=title
|order=ascending
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

== How-To ==
{{#dpl:
|columns=3
|namespace=HowTo
|shownamespace=false
|ordermethod=title
|order=ascending
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

== Mobile App ==
{{#dpl:
|columns=3
|namespace=MobileApp
|shownamespace=false
|ordermethod=title
|order=ascending
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

== Postings ==
{{#dpl:
|columns=3
|namespace=Postings
|shownamespace=false
|ordermethod=title
|order=ascending
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

== All Manual Items ==
{{#dpl:
|columns=3
|namespace=Manual
|shownamespace=false
|ordermethod=title
|order=ascending
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

[https://epiphanywiki.crystalcomputer.com/index.php?title=Main_Page&action=purge Purge cache of the Main Page]

Main Page

2024-03-13T18:21:18Z

Brianl: /* Applications */

[[File:Epiphany Logo.png|frameless|center|Epiphany]]

<center>Welcome to Epiphany!</center>

<center>Here you will find everything you need to understand Epiphany.</center>
== Basics ==
{{#dpl:
category=Basics
|shownamespace=false
|mode=category
|ordermethod=titlewithoutnamespace
|order=ascending
|columns=4
|format=<ul class="list-4-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

== Applications ==
{{#dpl:
category=Applications
|shownamespace=false
|mode=category
|ordermethod=titlewithoutnamespace
|order=ascending
|columns=4
|format=<ul class="list-4-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

== SubSystems ==
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3">
*[[Manual:Reports|Reports]]
*[[Manual:Pirouette|Pirouette]]
*[[Manual:Electronic_Signatures|Electronic Signatures]]
*[[Manual:Utilities|Utilities]]
: 
: 
</div>

== Screens ==
{{#dpl:
|columns=3
|namespace=Screens
|shownamespace=false
|ordermethod=title
|order=ascending
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

== How-To ==
{{#dpl:
|columns=3
|namespace=HowTo
|shownamespace=false
|ordermethod=title
|order=ascending
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

== Mobile App ==
{{#dpl:
|columns=3
|namespace=MobileApp
|shownamespace=false
|ordermethod=title
|order=ascending
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

== Postings ==
{{#dpl:
|columns=3
|namespace=Postings
|shownamespace=false
|ordermethod=title
|order=ascending
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

== All Manual Items ==
{{#dpl:
|columns=3
|namespace=Manual
|shownamespace=false
|ordermethod=title
|order=ascending
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
}}

[https://epiphanywiki.crystalcomputer.com/index.php?title=Main_Page&action=purge Purge cache of the Main Page]

Manual:Inventory

2024-03-13T18:20:31Z

Brianl:

[[Category:Applications]]
==Inventory==
=== Inventory Screen ===
'''Menu Location:''' Inventory / Inventory
:Tabs
::*Main – main inventory item demographics
::*Assembly – parts assembly for inventory item
::*Process – displays operations attached to inventory record
::*Product Builder – product builder for inventory item
::*Substitutions – product substitutions allowed for inventory item
::*Revisions – records revisions to inventory item
::*Serial Entry – displays serial numbers for inventory item
::*Images – displays/stores images for inventory item
::*Locations – In-Stock Breakdown (different warehouse/locations)
::*POS – Point-of-Sale information for Inventory Item
::*Inv Tran History – displays history for inventory item
::*Current Activity – displays open orders and open pick lists containing inventory item
::*Other History – displays production run history
:Buttons (Main Tab)
::*Create Adj
:::*Used when inventory is off after physical count
::*Move (Location of inventory breakdown at different warehouses/locations)
:::*Used to move inventory from one location to another
::*Recalculate Prices
:::*Adjusts the price levels based on changes in markup, discount, or last cost
::*Update Orders
:::*Updates existing orders in system if prices are recalculated
::*Print UPC
:::*Prints barcode from UPC field

=== Inventory Entry ===
'''Menu Location:''' Inventory / Inventory
#Click Add
#Enter Part Number
#Enter Part Description (this description will appear on Invoices, etc.)
#Enter Long Description, if desired
#Select a Category if categories are utilized
#Enter Manufacturer
#Enter Drawing Number if using blueprints
#Rev displays current revision from Revisions Tab
#Enter UPC
#Enter GL Group
::*The GL Group(s) that an invoice for this part will apply to.
:11. Dimensions
::*Weight
::*Length
::*Width
::*Height
:12. In Stock Qty
::*Automatically adjusted when receiving in parts and fulfilling customer orders.
:13. Enter Unit Desc
:14. Enter Minimum Stock
::*Quantity to always be in stock (for purposes of reordering).
:15. Displays Locations of where parts are stocked
:16. Enter Ctry of Origin of where the part came from
:17. Enter Tariff Code
::*The code that is used for International Sales codes from the United States International Trade Commission. Refer to the Harmonized Tariff Schedule of the United States for this information.
:18. Reserve Qty
::*Specifies the quantity of this part that should always be in stock. For example, these parts may be required for production run purposes and should not be sold.
:19. Lead Days
::*Indicates the number of days needed to order and receive the part from the supplier.
:20. Enter Cubic Feet if applicable
:21. Enter Gauge if applicable
:22. Enter Count Per Qty
::*The amount of individual parts per unit. For example, one unit may be a pallet of 15 individual parts, making the count per unit 15.
:23. Enter Color of part, if applicable
:24. Inventory Location Breakdown displays the quantity in stock at each location.
:25. In Stock by Lot/Serial# displays the quantities in stock by serial number.
:26. Price/Costs The Retail Price is entered here. Price Levels can be set at different markups and discounts (applied from the last cost of the unit).
:27. Extra Shipping can be applied to the unit.
:28. Sales Price/Start Date/End Date displays the sale price of the unit and when the sale starts and ends.
:29. Quantity Pricing shows minimum quantity of part to be purchased or special quantity pricing.
:30. Suppliers/Customers Part# shows the different suppliers for the part, their part number, and minimum order quantity, if applicable.
:31. Markup Group is applied if there is special pricing based on percentage. When a Markup Group is applied to a customer, the percentages are automatically calculated on customer orders as well as any quantity pricing discounts or minimum quantity requirements.
:32. Cost Change Price when checked will auto-update ("recalc inventory item") prices for the given inventory item when any inventory posting happens where the cost is changed.
:33. Last Cost Date is a stored value that displays the invoice date/time stamp of the last time the cost was updated (last inventory posting where cost was changed). See Field Help in Epiphany for more information.

=== Inventory Transaction ===
'''Menu Location:''' Inventory / Inventory
::*Automatically fulfilled when shipment or receipt is generated
::*Manual entry can be done when adjusting inventory manually
=== Quote ===
'''Menu Location:''' Inventory / Quote
:Similar to entering an order, but starts as a quote
:#Enter Company in Quote to
:#Enter Company in Ship to if different from Quote to
:#Enter Ship Via if preference
:#Enter Customer PO
:#Enter SalesPerson, if applicable
:#Enter items in Quote Lines
::::a. Enter Type
::::b. Enter Quantity
::::c. Enter Unit Price and tab through
::::d. If Tax Exempt, uncheck box
::::e. Click Save
:Buttons
::*Create an Invoice – create invoice from current displayed quote
::*Create Order – create an order from currently displayed order
::*Copy Quote – copy quote to start a new quote with same information
=== Pick List ===
'''Menu Location:''' Inventory / Pick List
:From the Order Screen the pick list is created
:#Search to find specific Pick List
:#Print Pick List
:#Once items are physically picked, click Create AR Invoice(button)

=== Inventory Reports ===
:* Price List Report
:* Inventory Reorder
:* Physical Inventory Worksheet
:* See Insight Reporting for all available Inventory reports

Manual:General Ledger

2024-03-13T18:20:12Z

Brianl:

[[Category:Applications]]
= General Ledger =
=== Chart of Accounts ===
'''Menu Location:''' General Ledger / Chart of Accounts 
{{EpiphanyHelpText|Screen|5}}
'''Important Fields:''' 
: 1. Account Number
::* Example: 03.750.4311
::**03 = Facility/Site
::** 750 = Department
::** 4311 = Detail
: 2. Balance 
: 3. Account Name 
: 4. Account Type – displays Account Type and Code 
::* A = Asset
::* Q = Equity
::* E = Expense
::* L = Liability
::* R = Revenue
: 5. Detailed Type – displays Detailed Account Type 
::* Asset
::* Equity
::* Expense
::* Liability
::* Revenue
: 6. Default Acct For 
::*{{EpiphanyHelpText|Detail|834}}
: 7. Bank Info 
::*{{EpiphanyHelpText|Detail|9804}}
: 8. Summary Account Information 
::* Summarizes all accounts by Detail (i.e. 4311) 
: 9. Sub-Accounts – displays all sub-accounts of GL Account Number 
: 10. Facility – displays Facilities GL Account Number is linked to 
: 11. Department – displays Departments GL Account Number is linked to 

'''Adding an Account Number''' 
:'''Menu Location:''' General Ledger / Chart of Accounts 
:1. Click [[File:Add.png]]
:2. Enter new Account Number
:3. Select Account Type
:4. Select Detailed Type
:5. Select Default Acct For, if applicable
:6. Enter Bank Info, if applicable
:7. Enter Balance, if applicable
:8. If Summary Account, check the Summary Account box
:::Summary Accounts are "Virtual" accounts used in Epiphany to show the combined value of several accounts (i.e Cost of Sales may have Sub-Accounts of Purchases, Change of Inventory, etc.). Summary Accounts can be used in Custom GL Reports. They cannot be posted to directly in Journal Entries.
:9. Account Groupings
::a. Facility
:::Facility is only populated when using Summary Accounts. The Facility Code is normally prepended to the start of the standard GL Account in the format [Facility Code].[Department Code].[Account Number].
::b. Depatment
:::Department is only populated when using Summary Accounts. The Cepartment Code is normally prepended to the start of the standard GL Account in the format [Facility Code].[Department Code].[Account Number]
::c. Update Accounts button
:::• This button will automatically create and remove GL Accounts as necessary for every combination of Facility and Department defined under Account Groups.

=== Journal Entry ===
'''Menu Location:''' General Ledger / Journal Entry 
# Enter date if different from current date
# Enter Journal Desc (description of Journal Entry)
# Ledger Entries
:a. Add Account Number to be Debited
:b. Add Account Number(s) to be Credited
::*Note: after entering the amount use the Up or Down keys to toggle between DB and CR

'''Recurring Journal Entry''' 
:'''Menu Location:''' General Ledger / Journal Entry 
# Recurring Qty: Enter number of months to recur
# Click Recur Monthly button
::* Example: Enter 11 in Recurring Qty field and click Recur Monthly button
:::[[File:GL_RecurringJE.png]]
::* If correct, click Yes; otherwise, click No to clear dialog box and return to Journal Entry and change Recurring Qty.
::* Upon clicking Yes, a separate Journal Entry for each month is added to the Journal Entries.
::* Dollars can be divided over allotted number of months to reflect income more accurately for work done throughout the year.

'''Reverse Journal Entry'''
:'''Menu Location:''' General Ledger / Journal Entry 
# Enter Date to reverse the Journal Entry
# Click Reverse button
::• Example: Reversing Date entered is 1/1/2020
:::[[File:GL_ReverseJE.png]]
::• If correct, click Yes, otherwise, click No to clear dialog box and return to Journal Entry to change Reversing Date.
::• Upon clicking Yes, a separate Journal Entry is entered for the date specified and indicates Reversing entry in parentheses:
:::[[File:GL_SuccessfulReverseJE.png]]
 
'''Journal Entry Templates'''
:'''Menu Location:''' General Ledger / Journal Templates 
# Enter Template Desc
# Enter Account Numbers to be debited and credited

'''Apply Journal Entry Template'''
:'''Menu Location:''' General Ledger / Journal Entry 
# Click Apply Template button
# Select appropriate Template
::a. Edit Journal Date if needed
::b. Enter appropriate amounts for each account to be debited and credited

'''Journal Entry Report'''
:'''Menu Location:''' General Ledger / Reports / General Journal Report 
::Report includes:
::* Journal ID
::* Journal Date
::* Journal Entry Description
::* Employee Number
::* Person Name (person that created Journal Entry)
::* Account Number
::* Account Name
::* Debit Amount
::* Credit Amount

=== Budget ===
'''Menu Location:''' General Ledger / Budget 
# Enter Budget Year
# Enter Account Number to be impacted
# Enter dollar amounts in appropriate Months

=== Default Accounts ===
'''Menu Location:''' General Ledger / Default Accounts 
Define default account for entries (once defined, accounts will be linked to Chart of Accounts)
# Click Add
# Enter Description
# Enter Account Number

=== Payment Types ===
'''Menu Location:''' General Ledger / Payment Types 
# Enter Description
# Enter GL Account Number to Debit
::* Common Payment Types
::**Cash
::**Check
::**Credit Card
::**Pay Pal
::**Refund
::**Wire Transfer

=== Reports ===
* Standard Balance Sheet
* Standard Income Sheet
* Standard GL Detail
* Custom GL Reports
* Custom GL Report Maintenance
* Close Books
* Trial Balance
* See Insight Reporting for all General Ledger reports