Ever wondered what really happens behind the scenes from quote to GL? This session provides a comprehensive walkthrough of the entire financial process flow in Epicor, from Quote, Order, Shipment, Invoice finally to General Ledger.

We’ll demystify key triggers and calculations, including revenue recognition, WIP, COGS, inventory impact, carbon and landed cost roll-ups, tax calculation with Avalara, and how AR entries hit the GL. Perfect for finance and operations teams looking to gain clarity and confidence in their transactional workflows.

In this session, you will learn:

How each step in the process impacts financials and reporting

Revenue recognition triggers and compliance considerations

WIP, COGS, and inventory postings explained

Carbon cost and landed cost integration into financials

Tax calculation points and Avalara integration

How AR is created and flows into the GL