Copy Insert and Update in Epicor 9

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. 

 Most of Epicor programs support these features as the grid list displays all required columns to add a new records or update an existing records.

Copy Update :
To use this feature open all records which you want to update using search and then click on the list tab and then use the right click of the mouse on the list and click on "Copy to excel", the data will be displayed in excel file so you can update the data and then copy all rows without the header row and then go to the list and click on the grid using the right mouse button and click on "copy update" to update all records.

To use "Copy insert" you will fill the excel sheet and then in the Epicor program add a new item and then go to the list tab and using the context menu of the grid click on the "copy insert".

The "copy insert" feature supports in most of Epicor programs and if it's not supported it will be disabled.

For the programs which missing a required fields you can use advanced personalization to show these fields as described in the below link:

Advanced Personalization