Epicor Development

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.