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Epicor ERP Software is the Best Kept Secret for Global ERP

You don’t hear much about Epicor in comparison to the “big name” players of the ERP software market. But as an Epicor Partner, we’re not complaining. We know Epicor is the best kept secret in global ERP and know those who use it feel the same. Don’t just take our…

Epicor User Codes in Drop Down Box Tutorial

Epicor 2013 award ERP Epicor User Codes are a great way to dynamically manage values in a drop down box in Epicor. We use them in many of our customizations, but because the system does not fill properties out for you it is easy to forget how to set them up.

Epicor Dashboards Could Help Midwest Manufacturers and Distributors

On September 3, 2012, Posted by , In Epicor and ERP,Solutions and Services, With No Comments

During the sales process we get a lot of questions about what Dashboards can do in Epicor.

Button to Print Pick Ticket from Order Entry – Epicor 9

button to print pick ticket Epicor 9Find answers to this common questions found on Epicor ERP forums. Many users want to be able to print reports directly from the entry screes like Order Entry. This tip will show you how to print the sales order pick ticket.

Restore Progress AppServer Configuration

I recently had a strange issue. We had a server file system filled up because of a runaway log file. The log files were removed to free up some disk space but during this process the Progress Admin Server lost its configuration information. I did a lot of digging and found…

New Feature – Epicor Zone BAQ Examples

On April 18, 2011, Posted by , In Epicor and ERP,Solutions and Services, With No Comments

Epicor zone BAQ A Zone BAQ displays data in a tool tip. This data can be anything from an image, website , a single record or a grid of data. Below is an example of displaying on hand inventory for a part and displaying a customer website in a tool tip. The tool tip can be displayed in a context menu or as an indicator next to the field. In another post I will show you how to create a Zone BAQ and add it to a context menu.

Automatic Pack Slip Number Generation

On March 1, 2011, Posted by , In Epicor and ERP,Power Tips: Epicor ERP,Technology Tips & Tricks, By , , With Comments Off on Automatic Pack Slip Number Generation

warehouse-packages-worker1Many of our clients have asked why doesn’t Epicor generate the packing automatically on Receipt Entry. The short answer is that  most companies enter the packing slip number from the vendor, but in some cases there is no packing slip number. To handle this we developed a simple customization to auto generate the pack slip number.

How to Implement Epicor CRM Mobile Dashboard

worker-mobile-onsite1In the past we would call our sales department and ask for details when on-site with a client. What we really needed was mobile access to our customer data. Epicor Mobile Access enables you to create dashboards targeted to mobile devices, so we took our CRM dashboard and turned it mobile.

Set Default Value in Epicor

One of the most common requests we get from customers is how to set a default value on a field in Epicor. Continue reading to view a simple example of how to set the default value on a customer field called Source. This process is fairly simple and works for almost any field.

One Click Shipment in Epicor 9.05

credit-card-ordering-online1We have a customer that wanted to ship items directly from the sales order without having to go through the shipment entry screen. The orders never change and the items are non-stock so they don’t need the functionality provided by that screen.

Progress Explorer Tool Fails to Start on Windows 2008

consultant-smiling-outdoors1Need a fix when Progress Explorer Tool fails to start? This tech tip is for Windows 2008, specifically. Looking for more tips read this and more.

Datix Inc & Epicor Road Show June 17th 2010

June 17th, 2010 8:45 am to 11:30 am Hilton St. Louis at the Ballpark 1 South Broadway St. Louis, MO 314-421-1776 Event Contact: Chris Joliet Datix Inc Business Development (314) 479-4032 chris@datixinc.com Agenda 8:30 am Arrival, Introductions, Coffee and Donuts 9:00 am Who is Epicor Software Corporation/Datix Inc. Local Partner…

Datix Implements Epicor CRM

Screen Datix Epicor CRM implementationAs an Epicor VAR, we believe that a single integrated system is easier to use and less expensive to maintain than multiple integrated systems. However, we suffer from the same issues many of our customers have; 3 separate systems that hold customer and prospect information. We decided we need to practice what we preach so last month we moved all sales and prospecting activities into Epicor.