Epicor Development

In the below video, I will show you how to deploy a dashboard.

If you got a request to assign the same security groups of user A to user B, you will check the security groups for user A and then add them one by one to the user B and this will consume your time and the human error happens especially if you have a big list of groups . 

You can let your current program to stay in your computer's memory after it is closed. The next time you launch this program it will appear faster and this increase performance in the run mode.

In the below video, I will show you how to create a part display dashboard and then subscribe it to the Part UI. 

In the below video, I will show you how to use one search for multiple queries in a dashboard.

If you want to modify a BAQ used in a BAQ report, you have to get the BAQ name.

Use the BPM Data Form Designer program to create forms invoked by BPM method directives.

In the below video, I will Show you how to create Part quick search and using partNum and PartDescription as filters:

Personalization is defined as any change made to the Epicor application that only affects that user’s interface. All personalizations are stored by User ID and do not affect any other users within the application .

As a developer you know which Epicor environment you are working on. You know this by the port number in the status bar.

It was a god practice for me to customize the Business Activity Manager (BAM) by adding text box and writing some code to filter the columns list and I got it work after a lot of test.

Use the Business Activity Manager (BAM) to track data changes by monitoring fields from selected tables within your database. As you enter and update data, an event is triggered. BAM communicates this event through change logs, global alerts, and automatically printed reports.

The process sets program uses to group a list of task together to be run in a schedule and you can order the task to be run in your order especially if you have a task depend another task.

In the below video, I will Show you how to create an updatable BAQ to update parts Min, Max and Safety QTY and you can use it in a dashboard.

In the Menu Maintenance Program, when we tried to setup the security, we found that the security groups mixed with the employees list and it’s difficult to find a group especially if the list is very big. 

In Epicor you can establish security at the Menus and the Fields and for this you will use Menu Maintenance and Field Security programs. In addition to this you can establish security at the process and process methods levels and for this you will use Process Security program.

Business Activity Query Export Process let you export the BAQ data in XML or CSV format. You can export the BAQ data manually and you can schedule it to run automatically (Daily, Weekly, ,Monthly,Once,startup..etc) and you can configure this in the “system agent maintenance” and I will explain this later in this article.

When you start the software each day, the Tip of the Day window will appear displaying a different tip every day. You can clear the Show tips at start up check box in this window if you do not want the Tip of the Day to appear automatically when you start the software. If you clear the check box, you can later see a tip by selecting Tip of the Day from the Help menu on the main menu.

You can reopen the recently opened programs in Epicor in easy way as below:

  One of the feature in Epicor is the Favorite Bar which you can personalize it by adding the programs that you are working on in your job duties and this will make the access to them is very easy.

If you want to know which fields are required (Standard Fields) in any Epicor form. You can personalize Epicor to display the required fields with specific color in the border of the field and you will choose the color which you want.

During my work in Epicor, I discovered a nice feature in some Epicor programs which is the track of the recently opened items for the current user in the current session so if you closed Epicor and Reopen it again you will not see any recent items.

In Epicor you can use Tab hot key to go to the next field in any Epicor program but you use Enter as a hot key instead of Tab and you change it from the program option as below:

During our work on Epicor implementation for our company, we worked on Data Migration Tool (DMT) to migrate the data from our legacy systems to Epicor 9 and I discovered nice feature in the grid list which help our users to insert or update list of records in easy way using Copy Insert and Copy Update from the context menu of the grid list. 

Epicor Resource Editor is a tool allows you to manage all images that used in you Epicor Project so if you want to add a new image and edit and exiting one you will use this tool to achieve this. You can install the tool from the below path:           Epicor905\Utilities\EpiResourceEditor

To help the users, Epicor come with a search window for each program and it has many search type  (Basic search, Quick Search, BAQ search, Advanced search, Data Tag search). Named Search is functionality allowing users to create a series of predefined options for the search criteria. its only available for the user who created it and can't be shared with others and that’s what we call it “ personalization ”.

  Sometimes when you work on a customization you will need to fill up EpiUltraCombo control from another table.

Sometimes when you work on a customization you will need to retrieve some data from other table and to bring it to your form you will use the adapter of this table.

To send an email from Epicor customization add the below code into the Epicor code editor.

The BL Tester utility used to verify the functionality of the business objects (the existing BO or the new BO created using the SDK) before linked it to a user interface.

Like any other application, Epicor has list of toolbars and it uses the Infragistics controls and you can modify these toolbars in your code by adding new tools or change the properties for the existing toolbars and Tools.

Let suppose you want to set the default value for PurAgent.EMailAddress field in the Buyer Maintenance Form. You have first to open the Buyer Maintenance Form in customization mode (using Developer mode).

I got the this error in my Windows 7 machine when I tried to Open Epicor Client so I tried to uninstall Epicor client and install it again but I still got the error.

I got the below question from one of Epicor developer: I was working to customize one of Epicor form and I have added a custom code in Form Load event and I saved the customization without testing the code and I closed the form then I tried to open the form with my customization but I got an error message and the forms disappeared when I clicked on the Ok button in the error message. Could you please help me to solve this issue?

Overview: When the user double-clicks on the program icon in the desktop, Epicor Login window will appear and ask the user to enter the user name and password. But you can modify the configuration setting file so the user can automatically login into the application.

Sometimes you need to write a code to be implemented when a user click on a specific toolbar button so you need to know the name of the toolbar button first.

If you want to build some custom repots and queries you have to know how to create joins  between tables so you will need the Dataset Relationships Tracker.

Sometimes you need to open two windows or more for the same maintenance program or entry program.

Sometimes you need to calculate some values and then enter it in the system. This feature exits in Epicor.

Using the context menu maintenance utility you can add a new context menu but what if you want to apply the existing created context menu to other fields. For example: the Part.PartNum context menu will be available for any control of the form bind to the Part.PartNum but if I used UD field like Character01 to hold the PartNum value in other form and I want this field to have the same context menu of the PartNum without creating a new context menu.

Some fields on the Epicor interface have a context menu, which is indicated by a triangle in the upper right corner of the field. 

Sometimes you need more fields because the available custom fields are not enough to handle your required customization.  To solve this issue, Epicor has Extended User Defined Table Maintenance utility which helps you to create user-defined tables and add the additional fields to this new table.

To create a new menu item in the action item you can use the below code.  

If you have a list of value for any User defined Field in your customization and the better solution is to add it to the user defined codes and you can add to it at any time without a need to edit your customization as below: An example:  I have a list of purchase group (410,411,412,413,…..etc) so I will add the user code type which is “Purchase group” and then I will add the codes which is (410,411,412,413,…..etc) as you can see below:

The   Data Dictionary Viewer   lets you find and review details of each field and table within the database. It helps you better understand the purpose and data values of every field.

Extension methods enable you to "add" methods to existing types without creating a new derived type, recompiling, or otherwise modifying the original type. Extension methods are a special kind of static method, but they are called as if they were instance methods on the extended type.

I got the below error during Epicor 9 client installation. "The Client installation requires 1000mb of free disk space but selected drive has 1000mb. Please select another location for installation"  I checked the disk space and I found there are 40 GB free so whats wrong?

Every business needs an intuitive and easy to use query engine. Epicor ICE 2.0 provides the business activity query (BAQ) Designer, which allows you to create personalized queries or to copy standard queries so that they can be modified. Once the query is created, it can be used throughout Epicor next generation business applications—to generate reports, for quick searches, or to view the results in a role-based dashboard. Epicor ICE BAQ lets you create queries that display the data you need, when you need it.