We’re now using Epicor 9.05, and I’ve noticed that the phone tree has been updated slightly since last year. Sorry to you folks running on Vantage/Vista, but if someone wants to submit a phone tree for the 8.03 product, I’d be happy to put it up. So this is up to date as of August 13, 2012.

There’s been a few small changes in the sub-menus. Refer to the old menus if you really want to compare.

Common Options

• * (star, asterisk) – return to the main menu from a sub-menu
• # (pound, hash) – repeat options on the main menu
• 0 – repeat options on a sub-menu
• You can also leave a message for support after any of the menus.

Epicor 9

•  4 – System Down Issue (No users can login into your live environment or completely unable to use the software)
• 1 – Production issue/Application Support
  • 1 – Sales Processing Modules – Orders, RMAs, Security, Shipping and Receiving, MES, and CRM
  • 2 – Production Processing Modules – Quoting, Engineering and Jobs, Purchasing, Inventory, Quality Assurance, Advanced Inventory Management, and Advanced Materials Management
  • 3 – Advanced Production Modules – Product Configurator, Scheduling, Advanced Planning and Scheduling, and MRP
  • 4 – PLM (Product Lifecycle Management)
  • 5 – IQS or Advanced Quality Modules
• 2 – Financial Issue
  • 1 – Accounts Receivable (AR), Accounts Payable (AP), and General Ledger (GL)
  • 2 – Cost Accounting, WIP Reconciliation, Capture Post Process, and Epicor Payroll
  • 3 – Add-On Modules – Open4 and Payroll and Human Resources
• 3 – Technical Issue
  • 1 – Installation, Upgrade, or Database Performance Issues
  • 2 – Crystal Reports or ODBC Assistance
  • 3 – Tools – Sonic, Customer Connect, Mobile Connect, or Sales Connect
  • 4 – Customization, Personalization, Dashboards, and BAQs
  • 5 – Third-Party – Service Connect, Corview, PLM, FRX, Open4, APM, and others