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 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.
Find 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.
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…
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.
Many 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.
In 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.
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.
We 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.
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 firstname.lastname@example.org Agenda 8:30 am Arrival, Introductions, Coffee and Donuts 9:00 am Who is Epicor Software Corporation/Datix Inc. Local Partner…
As 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.