Deployment Guide

Purpose

This guide explains how to deploy the FEC functionality from the development/test environment into the target Epicor environment.

Step 1 – Create a Solution

In the source environment, create a new Epicor Solution for the FEC functionality. (Created in DEV called JPGAL_FEC)

Add all of the following components to the Solution.

Menus

Add these 5 menus:

1. Fec File Export
2. FEC COA Mapping Load
3. FEC COA Map Entry
4. FEC File GL Transactions Export
5. FEC File GL Opening Balance Export

Function Library

Add the Function Library:

jpgalFecFile

BAQs

Add these 3 BAQs:

jpgalTransFecFile
jpgalOpenBalFecFile
jpgalCOAMapLoad

Dashboards

Add these 3 Dashboards:

jpgalCOAMapLoad
jpgalGLOpBalFecFile
jpgalGLTransFecFile

Step 2 – Verify the Solution Contents

Before exporting the Solution, check that it contains all 12 required components:

Step 3 – Export the Solution

Export the completed Solution from the source development/test environment.

Step 4 – Import into the Target Environment

Log into the target Epicor environment.

Open Solution Workbench and import the FEC Solution package.

Review the Solution contents before installing it.

Step 5 – Install the Solution

Install the Solution.

Check the installation log and confirm that the menus, Function Library, BAQs and Dashboards have installed successfully.

Resolve any installation errors before proceeding.

Step 6 – Verify the Menus

Confirm the following menus are available:

• Fec File Export
• FEC COA Mapping Load
• FEC COA Map Entry
• FEC File GL Transactions Export
• FEC File GL Opening Balance Export

Open each menu to confirm that it launches the expected application/dashboard.

Step 7 – Verify the Function Library

Confirm that the following Function Library exists:

jpgalFecFile

Step 8 – Verify the BAQs

Confirm that the following BAQs exist:

jpgalTransFecFile
jpgalOpenBalFecFile
jpgalCOAMapLoad

Step 9 – Verify the Dashboards

Confirm that the following Dashboards exist:

jpgalCOAMapLoad
jpgalGLOpBalFecFile
jpgalGLTransFecFile

Step 10 – Complete Configuration

Once deployment is complete, follow the Configuration Guide.