Extending Epicor ERP Epicor Software Corporation

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1 Extending Epicor ERP 2017 Epicor Software Corporation

2 Agenda ERP Stack and Extensibility Landscape Innovating at Pace Future Education Summary

3 ERP 10.1 Stack 3

4 Epicor ERP 10.1 ERP Client C# HTTP(S) or Net.TCP IIS C# SQL Server REST Integrations HTTPS

5 BPM Layer BPM Layer Epicor ERP 10.1 Extensibility TODAY Customization Layer(s) ERP Client C# IIS C# SQL Server SDK Form, Report, Process SDK Tables Procs REST SDK Logic

6 Extensibility Landscape Today Client Side - Presentation layer changes Layered Client Side New Controls / Tabs / Grids / Interactions and Usability enhancements including C# Code Server Side - Business Logic changes BPMs before / instead / after any public method or Table Change Notify External System, Lookup and Augment other data SDK New Modules New UI Forms, Reports, Processes, Server Business Objects, Tables Integration with other Systems - REST 6

7 Epicor REST Overview Call all Epicor Logic via simple HTTP GET/PUT/POST/PATCH BO s BAQ s UBAQ s HTTPS only 7

8 Adding a Customer 8

9 Rest API Swagger Documentation ODATA is Like ODBC over the Web 9

10 Innovating at Pace 10

11 Release Cadence and Nomenclature Nomenclature Product Version Release Update ERP Frequency 60 months* 18 months* 6 Months 2-3 Weeks Complexity Next Generation Architectural Planned Extensive application enhancements Limited Specific functional enhancements Legislative changes None No Schema change Zero impact on UI customizations, BPMs, Custom reports, integrations Bug fixes only 11

12 Extensibility Challenges Client Side UI changes can break in Releases and Versions As they could reference methods we change due to them not be protected Server Side BPM We protect the signatures, not all libraries you may reference 12

13 Enhanced Software Interface Change Protection Excel Version in Release Notes Extending in 10.2 our Protection further not just Server Business Objects Client Side Server Side Libraries 13

14 Future Extensibility (Planned 10.2) 14

15 Extending Business Logic below BPM s Server processing can be extended at any granularity Via Robust Intercept definitions CSF Stratergy Out of Band Delivery 15

16 External Data Blended for the Client Data can be appended to services and appear in the Client through normal customization External Data 16

17 External Data Blended for the Client New Schema(s) Partner.TableName Multiple Data Models Multiple Extensions Extension Data Isolation 17

18 External Product Development (not ERP) App Model Reduced Dependencies Decoupling 18

19 Packaging and Deployment Solution Workbench Reworked Solution.exe command line installer Continued Investment in easy of everything 19

20 Packaging and Deployment 20

21 Extended Solutions Managed solutions written within an extended framework Individual item of new functionality A new solution An Enhancement of core functionality Reporting packs Integration & Interfaces Tooling 21

22 Increase in roadmap cadence Extended Solutions Approach Customization Site Specific Rework & Upgrade charges Support by CSG/Partner Designed Modified base testing Solution Review Board Extended Solutions Industry or Region Functionality Upgrade covered by Maintenance Support by CSG/Partner Design aligned with Base Automated testing Design Review Board Base Functionality Core Product Maintenance Core Product Support by PD Core Design Automated testing 22

23 Learning More Roadmap for SDK ERP Business Object Reference (online MSDN Style) Working with ERP BO s Best Practices CSG 23

24 What Solutions should you build for ERP Resale value and Adds value Easy to use Easy deploy Easy to Maintain and support Utilize existing logic Externalized from base code 24

25 Thank You Gary Parfrey Snr Director Custom & Solutions, International 2017 Epicor Software Corporation

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