Epicor Customizations

Transcription

1 Practical Technology Solutions Epicor Customizations Customizations can be described as anything that changes an Epicor screen (application). These changes can be as small as making a text box bigger to type in, to as large as building an entire application from scratch. Below you ll find some of the solutions we ve provided to our customers in the past; these are real world challenges and solutions. We hope they inspire you to think about what can be done for your business. MES End Labor Activity Screen What we did: Put a stand-alone application inside of an existing Epicor screen. Specifically, we created a Job Traveler application and embedded it in the End Labor Activity screen. It sped up production on the floor by reducing the amount of time the user spent on data entry. Have a need to make some quick updates without loading another screen? Want to streamline data entry? This is one way to accomplish that. We created a Job Traveler tab and embedded our Job Traveler application right in the End Labor Activity screen. The users loved it! w w w. p r a c t i c a l t e k. c o m i n f p r a c t i c a l t e k. c o m Page 1

2 Here you ll see our Job Traveler application. This application is actually an updatable dashboard. This allows the user to navigate to and update information on any of the operations for the Job. The user simply uses the Assembly and Operation Tree to navigate through the BOM for the Asm/Opr that they need to update. This screen operates entirely independent of the End Labor Activity screen. w w w. p r a c t i c a l t e k. c o m i n f p r a c t i c a l t e k. c o m Page 2

3 Are you a little curious about the Asm Pic tab? We thought you might be. Using only a dashboard, we were able to display the picture for the assembly selected/highlighted by the user. This decreased ambiguity and thereby increased production and data integrity. Part Maintenance What we did: Created a button in an Epicor screen that opens up another Epicor screen. We placed a button in Sales Order Entry that opens up Method Tracker. When the button is clicked Method Tracker opens up and automatically loads the PartNum that was selected/highlighted in Sales Order Entry screen. Allows users to quickly open and load relevant screens and information when entering in data. It speeds up workflow. Using this we could have the Sales Order Entry screen open the Quote Entry screen, or have the Job Entry screen open and create a PO on the fly. You can open any screen from any screen with the click of a button. w w w. p r a c t i c a l t e k. c o m i n f p r a c t i c a l t e k. c o m Page 3

4 Report Print Screen What we did: In a BAQ Report screen we added the ability to Drag and Drop files that were attached and displayed when the Crystal Report ran. Need a way to attach and print a file that s separate from a Crystal Report? Need to Drag and Drop a file for any other reason? This may be the solution for you. It s an easy way for users to attach files to Crystal Reports. Drag and Drop is a nice function, and it s available to you in your Epicor environment. Here is our BAQ Report screen. The user clicks on the Quiz button, and file explorer opens. w w w. p r a c t i c a l t e k. c o m i n f p r a c t i c a l t e k. c o m Page 4

5 Once in file explorer you can simply Drag and Drop the file needed into the text box next to Quiz. After that, the path to the file is placed in the textbox. Now that it s there it can be passed to Crystal where it uses the path to print the image. w w w. p r a c t i c a l t e k. c o m i n f p r a c t i c a l t e k. c o m Page 5

6 Customer Maintenance What we did: We added multiple user defined tables to meet the customer s complex customer setup and relationship model that spans the globe. This Customer Maintenance screen also utilizes a Zone BAQ to load the Customer. You can use User Defined (UD) tables to store additional data in your Epicor environment. UD Tables can be linked to and added to any screen in Epicor. If you aren t able to store all the data you need to, a UD table may be your answer. Also, this is a good example of using Zone BAQs. Here is the functionality of one of the 3 User Defined (UD) tables. After clicking on the Add Data Sharing button a search would open displaying the available selections. After selecting the desired record the customization would add the record to the Data Sharing UD table. w w w. p r a c t i c a l t e k. c o m i n f p r a c t i c a l t e k. c o m Page 6

7 The Report Dist. tab uses a separate UD Table than the Data Sharing tab does. This tab simply has the user clicking on the New dropdown and selecting New Report Dist. after that, the user clicks on the Contact button and selects the contact to be added. w w w. p r a c t i c a l t e k. c o m i n f p r a c t i c a l t e k. c o m Page 7

8 Here we have the Zone BAQ at work. When you hover your mouse over the Zone Icon it initiates a query that searches for records. It is essentially doing the same thing that the Customer button would do, but it does it faster. Zone BAQs can also display Webpages as well. Sales Order Entry What we did: We used a BAQ to display multiple columns in a dropdown. Most of Epicor s dropdowns display only one column when clicked. For example, if you are selecting a Bill To for an order, only the name of the Bill To displays. Our client had multiple Bill To records for each of their customers, and these Bill To records often had the same name but different addresses. We used a BAQ to not only show the Bill To name, but the address as well. This allowed their users to make the correct choice the first time. w w w. p r a c t i c a l t e k. c o m i n f p r a c t i c a l t e k. c o m Page 8

9 When this dropdown is clicked it displays the CustID, Name, City, State, and Zip. This additional information allows the user to make a more accurate selection. Sales Order Entry What we did: Sync d Epicor s Sales Order Entry screen with a 3 rd party ERP Order Entry System. This requirement was very business specific, but it s important to inform you that it is possible to link Epicor to other ERP systems in real time. To accomplish this we used a combination of BPMs (Business Process Management), custom code, and SQL Stored Procedures. w w w. p r a c t i c a l t e k. c o m i n f p r a c t i c a l t e k. c o m Page 9

10 Sales Order Entry What we did: Gave users the ability to Copy Order Lines in the Sales Order Entry screen. One of our customers in the medical field needed the ability to duplicate Order Lines. Before we developed this solution, their users had the grueling task of entering in data over and over again. If your business is spending too much time on data entry we would be happy to help. The Grid displays each Order Line in the Order. The user would select the Line to copy, and enter in how many copies were needed before clicking the Copy button. When clicked, a process would kick off duplicating the line. The best part was each line added still adhered to the business logic behind the Sales Order Entry screen. w w w. p r a c t i c a l t e k. c o m i n f p r a c t i c a l t e k. c o m Page 10

11 MES Multiple Job Scrap Entry What we did: Created a Scrap Entry screen that allows the user to enter in Scrap data for all of the jobs that they are clocked into. It sped up production. When entering in Scrap quantities, the End Labor Activity screen is used. Currently, this screen allows you to enter in your Scrap data one Job at a time. Our client happened to have a lot of scrap and they needed a way to enter the data quickly. This is another example of streamlining data entry. We added a button to open the Multiple Job Scrap Entry screen right in the MES menu. w w w. p r a c t i c a l t e k. c o m i n f p r a c t i c a l t e k. c o m Page 11

12 After opening the screen, the user would see a grid view showing the JobNums they are currently clocked into. The user can now enter in their Scrap Quantities for all of their Jobs. Job Entry Screen What we did: Gave users the ability to search through and select a Material PartNum in the Job Entry screen. It greatly reduced the amount of time lost looking through the tree. The company we built this for had very large BOMs and the users spent a significant amount of time searching through them. The search functionality resolved the issue. The user would enter the Material PartNum they re searching, and click the Search Mtl button. w w w. p r a c t i c a l t e k. c o m i n f p r a c t i c a l t e k. c o m Page 12

13 When clicked, the Job Entry screen would jump to the first Material PartNum that matches the Material PartNum searched (in this case P-20 ). When the Search Mtl button is clicked again, it goes to the next Material PartNum that matches the Mtl PartNum searched. Each click of the Search Mtl button steps the search through to the next match. w w w. p r a c t i c a l t e k. c o m i n f p r a c t i c a l t e k. c o m Page 13

14 Get Default GL for PO Line Many of our customers have asked us if there is a way to get the default GL Account for a Purchase Order Line Item in the Purchase Order Entry screen. These customers understood you can go to the Release for the PO Line Item and click the Get Defaults button to get the default GL Account, but they wanted this to happen automatically after adding the PO Line Item. A customization can handle this desire quite nicely. Using C#, we were able to get the default GL Account to fill in automatically after the user enters in or changes the PartNum for the PO Line w w w. p r a c t i c a l t e k. c o m i n f p r a c t i c a l t e k. c o m Page 14