Epicor Development

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.