Epicor905delta.tools

Epicor905delta

Rating
Date

December 1969
Size

263.8KB
Views

1,687
Categories

Topics Art & Design

Preview only show first 6 pages with water mark for full document please download

Transcript

Epicor ERP Epicor 9.05 Delta Education Tools 9.05.701 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. All information contained herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publication of this document. Epicor® is a registered trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright © Epicor Software Corporation 2012. All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation. ED879905 90521-905-2892-583701 9.05.701 Revision: November 06, 2012 2:48 p.m. Total pages: 64 course.ditaval Epicor 9.05 Delta Education - Tools Contents Contents Introduction............................................................................................................................7 Before You Begin.............................................................................................................................................7 Audience..................................................................................................................................................7 Prerequisites.............................................................................................................................................7 Environment Setup...................................................................................................................................8 Epicor 9.05.700 - 9.05.701 Feature Highlights.....................................................................10 Customization Features..................................................................................................................................10 String Manager.......................................................................................................................................10 User Defined Table Data Entry................................................................................................................10 Documentation and Education.......................................................................................................................10 Online Help Improvements......................................................................................................................10 Database Replication Enhancements..............................................................................................................11 Replication Server Enhanced Upgrade.....................................................................................................11 Replication Log Rotation.........................................................................................................................11 zAFR Profile Enhancement: Currency Tables Support...............................................................................11 Enhanced Single User Login...........................................................................................................................12 Epicor Enterprise Performance Management..................................................................................................12 Complex Dimension Features..................................................................................................................12 Complex Time Dimension Enhancements................................................................................................12 Default Date Dimension Type..................................................................................................................13 Capability to Copy a Glossary Definition.................................................................................................13 Current and Future Fiscal Years Processing Option..................................................................................13 Epicor SharePoint Publisher............................................................................................................................13 Multi-Column Sort..................................................................................................................................13 Enhanced Grid Group By Feature............................................................................................................13 BPM Informational Messages..................................................................................................................14 Format Mask Support.............................................................................................................................14 Extended Grid Settings...........................................................................................................................14 Resizable Grid Columns..........................................................................................................................14 Workshop - Explore Enhanced Grid Settings in ESP.................................................................................14 Create a New Web Part Page...........................................................................................................14 Set Up the View..............................................................................................................................15 View the ESP Dashboard..................................................................................................................16 Epicor Information Worker.............................................................................................................................16 Information Worker Select Office Applications........................................................................................17 Information Worker My Lists Feature in Excel..........................................................................................17 Information Worker Support for 64-bit Microsoft Office 2010.................................................................17 Epicor Web Access™......................................................................................................................................17 EWA Dashboard Gauge Views................................................................................................................17 Language Maintenance Enhancement............................................................................................................18 Reset Cached Resource Information........................................................................................................18 Epicor ERP | 9.05.701 3 Contents Epicor 9.05 Delta Education - Tools Schema Changes 9.05.700............................................................................................................................18 Set Purge Frequency for System Agents.........................................................................................................18 Epicor 9.05.600 - 9.05.607 Feature Highlights.....................................................................19 Advanced Quality Management (AQM) Overview...........................................................................................19 Move WIP...............................................................................................................................................19 Business Activity Queries................................................................................................................................19 BAQ Search Dialog Enhancements..........................................................................................................20 Workshop - Use the BAQ Search Dialog...........................................................................................20 BAQ Method Directives...........................................................................................................................21 External Update Method.........................................................................................................................22 Business Entities in BAQ Designer...........................................................................................................22 Updatable Business Activity Queries........................................................................................................22 Workshop - Create an Updatable Query..........................................................................................23 Create the Query......................................................................................................................23 Define Updatable BAQ Properties.............................................................................................24 Update Processing....................................................................................................................25 Test the Updatable BAQ...........................................................................................................26 BAQ Zone...............................................................................................................................................27 Workshop - Create the BAQ Zone...................................................................................................27 Create the BAQ........................................................................................................................27 Attach the BAQ to the Field......................................................................................................28 Modify Customer Record..........................................................................................................28 Test the BAQ Zone...................................................................................................................29 Personalize the Zone Indicator..................................................................................................29 BAQ Support for Windows Server ODBC Data Sources............................................................................29 Business Activity Query List.....................................................................................................................30 Business Process Management.......................................................................................................................30 UD Tables Access....................................................................................................................................30 Public/Current User on Data Tag Condition Statement Enhancement .....................................................30 Compression..................................................................................................................................................31 Country Specific Functionality........................................................................................................................31 Cross-Brand Solution Features........................................................................................................................32 Information Worker 9.05........................................................................................................................32 Information Worker Multi-company.................................................................................................32 Epicor Mobile Access..............................................................................................................................33 Epicor Mobile Access BAQ Support..................................................................................................33 Epicor Enterprise Performance Management...........................................................................................33 EPM Performance Canvas Enhancements.........................................................................................33 EPM Server and Cube Connect Tools Enhancements........................................................................33 Epicor SharePoint Publisher.....................................................................................................................34 Support Customizable Tracker in ESP...............................................................................................34 Epicor Publisher Top Navigator........................................................................................................35 Epicor Publisher URL View...............................................................................................................35 Epicor Publisher XSLT View..............................................................................................................35 Paging Settings................................................................................................................................35 4 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Contents Context Menu Improvements..........................................................................................................35 Enterprise Search Enhancements.............................................................................................................35 Scheduled Tasks..............................................................................................................................36 Epicor Web Access Enhancements..........................................................................................................36 SQL Server Reporting Services.................................................................................................................36 Company Configuration..................................................................................................................37 Printer Maintenance........................................................................................................................37 Report Style Maintenance................................................................................................................37 SSRS - Multiple AppServers..............................................................................................................38 Customization Features..................................................................................................................................38 Custom Web Forms................................................................................................................................38 Non-Customizable Forms........................................................................................................................38 Dynamic User Defined Fields...................................................................................................................38 Workshop - Create a User Defined Table.........................................................................................39 Create a New User-Defined Table.............................................................................................39 Update Schema........................................................................................................................39 Customize a Form....................................................................................................................40 Add a Method..........................................................................................................................41 Add an Action..........................................................................................................................41 Test the Customization.............................................................................................................42 User Defined Field Security......................................................................................................................42 Debugging in Visual Studio.....................................................................................................................43 Workshop - Debug a Customization................................................................................................43 Dashboards to MES................................................................................................................................44 Workshop - Add a Deployed Dashboard to the MES Menu..............................................................44 Create a Simple Dashboard......................................................................................................44 Create a New Menu Option.....................................................................................................44 Create an MES Developer Icon.................................................................................................45 Customize a Blank Button........................................................................................................46 Use the Form Event Wizard.......................................................................................................46 Test the Customization.............................................................................................................47 Currency Conversion Control..................................................................................................................48 Dashboards....................................................................................................................................................48 Updatable Dashboards............................................................................................................................49 Workshop - Create an Updatable Dashboard...................................................................................49 Add Customer Query to Dashboard..........................................................................................49 Modify Customer Grid Properties..............................................................................................50 Add Tracker View for Customer Query.....................................................................................50 Test Updatable Dashboard.......................................................................................................51 Excel Uptake Enhancements...................................................................................................................51 Multi Threaded Save...............................................................................................................................51 Workshop - Uptake from Excel........................................................................................................52 Create a Spreadsheet...............................................................................................................52 Uptake From Excel....................................................................................................................52 Dashboard Interface Types......................................................................................................................53 Epicor ERP | 9.05.701 5 Contents Epicor 9.05 Delta Education - Tools Workshop - Deploy the Dashboard..................................................................................................54 Deploy Smart Client Application and Web Form.......................................................................54 Deploy Mobile Dashboard........................................................................................................54 Publish Dashboards.................................................................................................................................55 Workshop - Use Publish View..........................................................................................................55 Publish View from Dashboard...................................................................................................55 Create a New Dashboard.........................................................................................................56 Load Published View................................................................................................................56 URL Query Phrase Subscribers.................................................................................................................57 Integration with Performance Canvas.....................................................................................................57 Data Tagging.................................................................................................................................................58 Epicor Web Access Data Tag Support......................................................................................................58 Workshop - Create Public Data Tag........................................................................................................59 Add Data Tags To Order Records.....................................................................................................59 Retrieve Tagged Records..................................................................................................................59 Documentation and Education.......................................................................................................................60 Browse Navigation..................................................................................................................................60 Embedded Slide Shows...........................................................................................................................60 Show/Hide Table of Contents.................................................................................................................60 Electronic Data Interchange...........................................................................................................................60 EDI Server Side Logic...............................................................................................................................60 Enterprise Content Management...................................................................................................................61 Email Attachments..................................................................................................................................61 Searches Overview.........................................................................................................................................61 Enterprise Quick Search..........................................................................................................................62 Quick Searches - Suppress Base.......................................................................................................62 Epicor Search Anywhere.........................................................................................................................62 Conclusion.............................................................................................................................63 6 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Introduction Introduction This course introduces key features and functionality enhancements of the Epicor 9.05 application and Epicor's Cross Brand products. Course concepts are designed for an audience experienced with the existing Epicor ERP application as well as technical knowledge and skills. The focus of the course content is on Epicor 9.05 release functionality that was not available as part of Epicor ERP. The concepts in this course reference Epicor 9.05 courses where skills can be developed. The following Epicor 9.05 enhancements are reviewed: • Data Tagging • Updatable Business Activity Queries • BAQ Method Directives • Customization Enhancements • Dashboard Enhancements • SQL Server Reporting Services • Country Specific Functionality This course also provides feature enhancements for the following Epicor Cross Brand products. • Epicor Performance Management • Information Worker 9.05 • SQL Server Reporting Services • Epicor Web Access Enhancements • Enterprise Search Enhancements Before You Begin Read this topic for information you should know in order to successfully complete this course. Audience This course is designed for proficient end users, key users, or technical support representatives who have experience on the Epicor ERP product. Specific audiences will benefit from this course. • System Administrator • IT/Technical Staff Prerequisites In order to complete the workshops in this course, all necessary modules must be licensed and operating in your training environment. For more information on the modules available, contact your Epicor Customer Account Manager EpicorCAMepicor.com. It is also important that you understand the prerequisite knowledge contained in other valuable courses. Epicor ERP | 9.05.701 7 Introduction Epicor 9.05 Delta Education - Tools Note This course is designed for experienced Epicor ERP users. Please use the Epicor ERP Curriculum Roadmaps for the defined courses that are valuable to the Supply Chain Management focus. • Complete reviews of the Epicor 9.05 functional Webcasts and the Epicor 9.05 Feature Summary. 1. 2. 3. 4. Log in to EPICweb. Navigate to the Documentation > Epicor 9 dashboard. Under the More Information heading click the Feature Summaries link. To review a Feature Summary, click on the Epicor 9 Feature Summary - updated for X.XX.XXX (where X.XX.XXX represent the Epicor application version and build). To review the X.XX Service Pack Highlight webcast (where X.XX represent the Epicor application version) click on here. Select the webcast by clicking on View Now. 5. 6. • Meet the knowledge requirements of navigational, technical, and framework functional knowledge in Epicor ERP. Environment Setup The environment setup steps and potential workshop constraints must be reviewed in order to successfully complete the workshops in this course. Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience Epicor functionality in action but does not affect data in your live, production environment. The following steps must be taken to successfully complete the workshops in this course. 1. Verify the following or ask your system administrator to verify for you: • Your Epicor training icon (or web address if you are using Epicor Web Access) points to your Epicor training environment with the Epicor demonstration database installed. Do not complete the course workshops in your live, production environment. Note It is recommended that multiple Epicor demonstration databases are installed. Contact Support or Systems Consulting for billable assistance. • The Epicor demonstration database is at the same service pack and patch as the Epicor application. Epicor's education team updates the Epicor demonstration database for each service pack and patch. If your system administrator upgrades your Epicor application to a new service pack or patch, he or she must also download the corresponding Epicor demonstration database from EPICweb > Support > Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completing the course workshops. • Your system administrator restored (refreshed) the Epicor demonstration database prior to starting this course. The Epicor demonstration database comes standard with parts, customers, sales orders, and so on, already defined. If the Epicor demonstration database is shared with multiple users (that is, the database is located on a server and users access the same data, much like your live, production environment) and is not periodically refreshed, unexpected results can occur. For example, if a course workshop requires you to ship a sales order that came standard in the Epicor demonstration database, but a different user already completed this workshop and the Epicor demonstration database was not restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written 8 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Introduction the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users from manipulating the data in your installation of the Epicor demonstration database. 2. Log in to the training environment using the credentials manager/manager. If you are logged into your training environment as a different user, from the Options menu, select Change User. From the Main menu, select the company Epicor Education (EPIC06). From the Main menu, select the Main Plant. 3. 4. Epicor ERP | 9.05.701 9 Epicor 9.05.700 - 9.05.701 Feature Highlights Epicor 9.05 Delta Education - Tools Epicor 9.05.700 - 9.05.701 Feature Highlights The following section contains new features added for Epicor 9.05.700 - 9.05.701. If you are upgrading from a previous version of the Epicor application, review this information to see the features added with this release. Customization Features Customization capabilities were enhanced to allow more flexibility in designing business forms. String Manager The String Manager is a customization tool that you use in conjunction with Translation Utility. The String Manager has two useful functions. First, you can set up different types of warning boxes, labels, text boxes, and so on. Second, all of the customizations you initially set up can be translated and specified exactly as you see fit. User Defined Table Data Entry Through customization, you can leverage both the User-Defined (UD) Table Add/Edit/Delete Functionality Wizard and the Event Wizard to create a custom grid for data entry. This grid is linked to a selected user-defined (UD) table. You first add a user-defined table to a customization through the User-Defined (UD) Table Add/Edit/Delete Functionality Wizard. You then place an EpiUltraGrid on this customization and bind it to the selected user-defined table. You finish the customization on the Event Wizard. You first indicate this grid is available for data entry. After you select the GetNewUDxxView method and add its event code to the customization, users can enter data through this grid during run time. Documentation and Education Documentation and Education includes online help, courses, and application features that are designed to support your productivity as you use the software. Online Help Improvements The process to enable server-side search of the online help has been simplified. Online topics now have a feedback link. Also, an installer has been created to install the Epicor User Guides into the online help. After running the installation executable that installs the Help folder, a Setup folder is created under the Help folder. In the Setup folder there is a EpicorHelpSetup.exe that has two options that host the help in a virtual directory and enable server-side search. This replaces manual instructions that accomplished those tasks. The new process is described in the Epicor installation guide. An email link has been added to the footer that runs along the bottom of help topics. If clicked and there is an email client on the computer, an email is created with the topic name and subject, ready to send to Epicor with any added feedback. 10 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.700 - 9.05.701 Feature Highlights An installer is available for download from the Epicweb customer portal that installs the Epicor User Guide pdf files into the online help. Once installed, the User Guide PDF files can be accessed from the online help. Note, however, that some of these PDF files are very large and can take a long time to open. If you have enabled server-side search on the help, and you have installed the PDF iFilter, the user guides are also searchable from the main help search. See the Epicor User Guides topic under Education Resources for more information on how to download the User Guide installer. Database Replication Enhancements Database replication is a means of synchronizing data between an Epicor source database and one or more target databases which may be of the following types: • Epicor running under MS SQL Server. • Ad-hoc running under MS SQL Server. • Customer defined database running under any database engine. Replication Server Enhanced Upgrade You can now much easier upgrade from the previous Replication Server version. You can update Replication Server to a newer version without removing the installed version. If Replication Server was installed by the old installer, the new installer asks you to remove the installed version and then to install the new version. Then following installations will update the Replication Server without removing the installed version. Replication Log Rotation Replication log rotation is introduced. This means that you can set the maximum size and the maximum number of Replication Server log file chunks for the following Epicor Replication Server log files: • ReplLogReader.log • ReplicationAgent.log By default, the maximum size is set to10 Mb and the maximum number of log file chunks is set to 5 files. When the limit by log files size or by number of files is exceeded, the oldest log is deleted. zAFR Profile Enhancement: Currency Tables Support zAFR Replication Profile is updated to support new currency tables for replication. Several currency tables are now added to the AFR 701 Financial Database. To support this database extension, the zAFR Replication Profile in Epicor 9.05 is updated to include the following tables and fields listed below to support the Currency enhancements: • Currency • CurrRateGrp • CurrConvRule • CurrExRate Epicor ERP | 9.05.701 11 Epicor 9.05.700 - 9.05.701 Feature Highlights Epicor 9.05 Delta Education - Tools These tables are also added to the zAFR Replication Profile, so now the Replication Server Publisher supports these tables within the profile. Epicor 9 Upgrade Conversion Procedure and the Replication Server are also updated to add these currency tables to the zAFR profile. Enhanced Single User Login The login process has been enhanced to recapture a license for a "Single Session" only user. The new logic focuses on a situation when a user has the ability to suspend a session, but does not have a privilege to use multiple sessions. When a user's client terminates abnormally, the process checks to see if there is a suspended session and deletes it. This way, a user can immediately log back in. Epicor Enterprise Performance Management The Epicor Enterprise Performance Management (EPM) suite provides complete data analysis across several Epicor products. Complex Dimension Features EPM Glossary Designer and EPM Cube Editor are modified to support new complex dimension structure. You can now design more complex dimensions for your cubes. The dimensions you create can leverage the following features: • Multiple hierarchies in a single dimension • Dimension attributes that are not contained in any hierarchy Use this feature to add extra data without making a whole new dimension. New Caption dimension parameter replaced the Short Name option. The Caption is a friendly description that the cube displays instead of the glossary definition name. With the new dimension structures the cubes are now much easier to view. Complex Time Dimension Enhancements Automatic date time dimensions now include multiple hierarchies. Automatic date time dimensions now include multiple hierarchies by default such as fiscal calendar, week of year, and so on. In the previous EPM versions they only included Year > Quarter > Month > Date hierarchy. In the EPM Cube Editor, you can modify these dimensions to have different hierarchies from a list of standard date components like month, week of year, and so on. 12 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.700 - 9.05.701 Feature Highlights Default Date Dimension Type A second type of date/time dimension - Default Date dimension type - is implemented in EPM. This dimension type is intended to be the primary date for each cube. The dimension itself is always called Date and it can be shared between multiple cubes even if each cube uses a different dateTime column for Date. Additionally this date column is used for filtering data by fiscal year when you deploy the cube. An EPM designer can now deploy and process cubes where the standard Date dimension within the cube is used to do any data filtering by time automatically so that the designer can have a clear understanding of how dates are filtered in the cubes. Capability to Copy a Glossary Definition The functionality to copy a glossary definition is implemented in the EPM Glossary Designer. In EPM Glossary Designer, you can now use the Copy button on the Glossary tab to copy an existing glossary definition and create new definition item. Current and Future Fiscal Years Processing Option EPM Content Pack Deployer is modified to support new re-processing option. The Deployment Context dialog now has a new Future Fiscal Years option in the optimization list. The new option will reprocess starting from the current fiscal year and also process any years defined in the future. Epicor SharePoint Publisher Epicor SharePoint Publisher (ESP) supports the creation of SharePoint web parts that directly link to Epicor ERP BAQs. Use this functionality to create SharePoint pages that function as Epicor dashboards, supporting publish and subscribe between views. ESP supports updatability and links to Performance Canvas for embedded EEPM functionality. Multi-Column Sort In the Epicor SharePoint Publisher Grid webpart, you can sort multiple columns at the same time. To sort grid results by multiple columns, hold Ctrl and select columns headers of your choice. If you wish to return to a single column sorting, click the column header. Enhanced Grid Group By Feature Epicor Publisher Grid View webpart supports a multi-level group by feature. In the webpart edit mode, you can now add group by columns using the More settings link. In ESP runtime, you can manipulate data in a grid by collapsing, expanding nodes and sorting data by specific columns. To improve the interaction between ESP and a user's browser, only affected grid areas update, which leads to faster data rendering. Epicor ERP | 9.05.701 13 Epicor 9.05.700 - 9.05.701 Feature Highlights Epicor 9.05 Delta Education - Tools BPM Informational Messages In Business Process Management, you can create an informational message that will be generated when the system executes the directive action. Within the message you can, for example, include parameters from related tables and fields. BPM informational messages are now transmitted to Epicor SharePoint Publisher. When the informational messages are designed to display as grid items, in ESP, all grid messages are concatenated into single alert, separated by a new line. When the informational message is designed to display individually, in ESP, each individual message displays in its own window. Menu Path: System Management > Business Process Management > Setup > Method Directives Important This program is not available in the Epicor Web Access™ interface. You can launch this program ® from an Epicor Smart Client (Windows ) interface. Format Mask Support You can use the Business Activity Query Designer to define a format mask for fields within the query. When ESP dashboard is run in both edit and view modes, all values in grids and trackers honor a format mask, defined for each particular field. Extended Grid Settings Epicor Publisher Grid View settings have been extended to allow additional web part control. It is now possible to control if data displays in a grid on startup using the Fill grid with data on initial render option. When you add a grid that contains a lot of data, disable this option and use the filter to only display data you need. You can also manipulate the appearance of the grid by using various Grid Skins. Resizable Grid Columns It is now possible to make grid columns resizable when ESP dashboard is run in the display mode. To resize a column, hover the mouse pointer between column captions and notice the mouse pointer changes. Now you can press and hold the left mouse button to change the column's width. You can use this feature in both grouped and plain grids. Workshop - Explore Enhanced Grid Settings in ESP In this workshop, create a new web part page using the existing system dashboard and explore the new grid features. Important To use ESP, Microsoft SharePoint 2007 or Microsoft SharePoint 2010 must be installed and operational in your environment. To create a link between the Epicor application and Microsoft SharePoint, Epicor SharePoint Publisher must be installed in your testing environment. For more information, contact your system administrator. ® ® ® ® Create a New Web Part Page Navigate to the Microsoft SharePoint web site. 14 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.700 - 9.05.701 Feature Highlights Example http:///default.aspx Note The following steps apply to Microsoft SharePoint 2010 environment. 1. On a SharePoint Home page, click Libraries. The All Site Content view displays. 2. Click Create. 3. From the list of Installed Items, click Web Part Page and click Create. The New Web Part Page dialog displays. 4. In the Name field, enter POStatus. 5. In the Choose a Layout Template box, select Full Page, Vertical. 6. In the Document Library field, select the document library where you want the Web Part Page to be saved. 7. Click the Create button. The Web Part Page displays in Edit Mode. Set Up the View 1. In the Full Page section, click the Add a Web Part button. 2. From the Categories list, select Miscellaneous. The list of all available ESP Web Parts displays. 3. From the Web Parts list, select the Epicor Publisher Grid View check box and click Add. Epicor Dashboard Grid View displays at the top of the page and it needs to be set up. 4. Click the No dashboard selected, please setup webpart information. The Epicor DashBoard Grid View properties window displays at the right of the page. Use this window to set up all necessary controls for the web part. Note All Web Parts share a common set of properties that control their appearance, layout, and advanced characteristics. 5. In the Epicor Server : Port fields, verify or enter your application server address and a port number. If necessary, contact your system administrator for help. 6. In the Epicor Login / Password fields, verify or enter an appropriate credentials used to access the Epicor application. When the Single Sign-On is enabled, Epicor Login / Password fields are hidden. 7. Click Apply. 8. In the Current company field, verify or select a company, for example Epicor Education. Epicor ERP | 9.05.701 15 Epicor 9.05.700 - 9.05.701 Feature Highlights Epicor 9.05 Delta Education - Tools 9. In the Dashboards to display section, click the Switch Dropdown / Textbox button. 10. From the Dashboards to display list, select PO Status (PO Status). 11. Click the Clear All button. 12. From the Dashboard Views section, select All - PO Lines With Supplier Information. 13. Expand the Grid settings group. 14. Verify the Fill grid with data on initial render option is selected. Tip This option controls if grid populates with data automatically, when you display a dashboard. Typically, you would disable this option for a dashboard (grid) that contains a lot of data when not filtered. Therefore, this control should not be used without a filter. 15. In the Grid Skin field, select any option, for example, Nautilus. 16. Click OK. 17. In the top - left corner, click Stop Editing to switch to a standard view. View the ESP Dashboard 1. View the POStatus dashboard in Microsoft SharePoint. 2. View the appearance of the grid based on skin you selected. 3. Hover the mouse pointer between Description and Unit Price column captions. Notice the mouse pointer changes. 4. Hold the left mouse button and expand the Description column. 5. Exit Microsoft SharePoint. Epicor Information Worker Information Worker allows Microsoft Office users to view and update Epicor data from Office applications. Information Worker (IW) gives employees that depend on enterprise data ("information workers") direct access to Epicor data from inside Microsoft Outlook, Word and Excel. Once Epicor data is imported into Office, users can keep the data synchronized between Office and Epicor, and can work either in online or offline (disconnected) modes. 16 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.700 - 9.05.701 Feature Highlights Information Worker Select Office Applications When installing then Information Worker Client, the user now can select the Microsoft Office applications (Outlook, Word, and/or Excel) that will be configured to interact with Information Worker. Information Worker My Lists Feature in Excel Information Worker in Microsoft Excel now includes the My Lists import option. Use My Lists to enable import of one-time snapshots of application data from BAQs available in Epicor, including both shipped and user-defined BAQs. Information Worker Support for 64-bit Microsoft Office 2010 Information Worker now is a full 64-bit application, supporting Microsoft Office 2010 in both 32 and 64-bit versions. Epicor Web Access™ The Epicor Web Access displays programs as web forms within a browser window and is significant part of the Epicor Everywhere™ Framework. These forms are generated from Epicor ERP programs. Because of this, the appearance and functionality of the Epicor Web Access forms is nearly identical to the Epicor smart client programs, but do not require the installation of the Epicor client. You can run Epicor Web Access programs on multiple operating systems and on multiple devices including handheld devices. EWA Dashboard Gauge Views Gauge views are visual tools that measure the levels of a specific view you select from your dashboard query. Gauges can communicate various aspects of your data. As users click various records within the main query on your dashboard, the gauge updates to reflect the level of the data on each record. On dashboard web forms, you can use gauge views in exactly the same way as on smart client dashboards. For updatable dashboards, radial gauges - that have needles or markers you can grab and drag around - can be used to update data to the Epicor database. Epicor ERP | 9.05.701 17 Epicor 9.05.700 - 9.05.701 Feature Highlights Epicor 9.05 Delta Education - Tools Language Maintenance Enhancement Use Language Maintenance to add or update a language used to display text in windows, menus, messages, and so on within your Epicor application. You can also use this program to update and add translations as you need. Reset Cached Resource Information Use the Reset Cached Resource Information program to refresh internal assemblies. These assemblies are not available for translation, but occasionally they must be rebuilt for a language to correctly load or reload its strings in the application. This feature is available in Language Maintenance under the Actions menu. After you run this feature, the internal assemblies automatically rebuild the next time you load a new language, launch Language Maintenance, or restart the Epicor application. Schema Changes 9.05.700 A number of schema changes are released with the Epicor 9.05.700 service pack. These schema changes primarily incorporate the tables needed for the Aged Care Solution and Advanced Estimating and Printing products. You can review the Epicor 9.05.700 schema changes in the application help. To do this, navigate to The Epicor 9.05 Environment > Schema Changes > Epicor ERP Schema Changes: Version 9.05.603 to 9.05.700 topic. Download the attached .zip file and extract the Microsoft Excel spreadsheet. Set Purge Frequency for System Agents The new Set Purge Frequency command on the System Agent Maintenance program Actions Menu enables you to specify, for a selected task agent, the number of days that tasks are retained and the time interval between report purge actions. The default for task and report purging are 30 days for task retention and 900 seconds for the report purge interval, both of which can be increased or decreased using the Set Purge Frequency command. Example usage scenarios could be to set a specific purge interval based on a business requirement or to increase purging frequency in an environment with a high volume of activity. 18 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05.600 - 9.05.607 Feature Highlights The following section contains all of the features from the 9.05.600 release through the 9.05.607 version of your Epicor application. Advanced Quality Management (AQM) Overview Advanced Quality Management (AQM) is powered by the IQS company. This software is a third-party application useful for collating data that pertains to quality information on your products. Advanced Quality Management provides the foundation for significant productivity improvements and cost reductions across your entire enterprise. This solution includes Product and Process Documentation, Customer and Supplier Management, Nonconformance and Corrective Action capability. Move WIP Use the Move WIP program to move a work in progress (WIP) part from one job operation to another. This program has been significantly enhanced; after specifying a "from" job number, assembly part, operation, warehouse bin and part, the Epicor application now validates that a matching record exists in the PartWIP table. When you save this transaction, it updates the quantity and operation assignment in the PartWIP table record, and if the job contains a serial tracked part, the Epicor application updates the appropriate serial number and serial tracing tables to reflect the newly assigned operation. Business Activity Queries Use the Business Activity Query (BAQ) Designer to create personalized queries (BAQs) and to copy system queries so you can modify them. Queries can be accessed in different ways throughout the Epicor application. Queries can be used to generate a Crystal Report, included in Quick and BAQ searches, viewed and updated through a dashboard, and viewed and updated through a mobile device. Queries can also be exported as .xml or ASCII files, so you can edit their data in third party applications as well. The functionality has some security options, as you can create queries only available for your personal use, or create shared queries available to everyone within your company. Example You are in charge of your company's security. You need to build one query that lists all security IDs in the system for the current company. Since this item is a sensitive query, you do not select it as a shared query. You next create a query that summarizes the status of current orders. Because you want everyone to be aware about the progress of the sales orders, you define this query as a shared query. Leveraging this functionality does require some fundamental knowledge of database concepts such as table relationships, records, and field types. This knowledge helps you create queries that have good performance and display the results you want. You start by defining the information to display through your BAQ, and then finding out which database tables contain the appropriate columns which hold this data. Some application tools are available which can help you find the database information you need. Epicor ERP | 9.05.701 19 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools Once you determine the information you want to display, you can begin creating the query through the Business Activity Query Designer. The Phrase Builder sheets define which tables you want to include in your query and what relationship each table has with each other. The Display sheets indicate which columns appear for the end user. You can also test your queries on the Analyze sheets, correcting any errors before you use this query on a dashboard or mobile device. Advanced Features Advanced features are available for more BAQ functionality. You can create updatable BAQs for data entry, executive queries that pull in complex views of data for dashboard display, and global BAQs that pull in data from several companies at the same time. Queries can be read only tools which you can later place on a smart client dashboard for display on the Main Menu. You can also create an updatable BAQ. These BAQs can be placed on a smart client dashboard and/or used on a mobile device, such as an iPhone or a Blackberry. Users then enter data through either the dashboard or the mobile device, and this new data updates records within the main database. Business Process Management (BPM) directives can be created which monitor the data entered through an updatable BAQ. Based on the conditions defined in the BPM directive, various actions run automatically. For example, you could use this functionality to verify data is being correctly entered into the database. If you have the Executive Dashboard module, you can create advanced displays for a Business Activity Query's data by creating multiple executive queries. These queries can display a BAQ's data through various graph formats. To learn more, review the Executive Query and Executive Dashboards topics. If you have the Multi-Site module, you can also create global queries which display data across multiple companies. You can then place these global BAQ's on multi-company dashboards to view the records generated by companies throughout your organization. Review the Multi-Site Technical Reference Guide for more information. Tip You can periodically export a query as either an .xml file or an ASCII file. To do this, first create your query and then export it using Business Activity Query Export Process. For more information, refer to the Business Activity Query Export Process topic. BAQ Search Dialog Enhancements Use the BAQ Search form to quickly locate the query of your interest. On the Basic sheet, use the following options to narrow down your search. • System - Use this option to allow searching for system (delivered) BAQs. • Updatable - Use this option to allow searching for updatable BAQs. • Cross-Company - Use this option to allow searching for cross-company BAQs. • Shared - Use this option to allow searching for shared BAQs. • External - Use this option to allow searching for external (ODBC) BAQs. • Global - Use this option to allow searching for global BAQs. • Query ID Starts With - Use this option to search for a query based on first characters of a Query ID. • Author - Use this option to search for a query based on its author. • Description Substring - Use this option to search for a query based on its description. A wildcard matching is supported. Workshop - Use the BAQ Search Dialog In this workshop, use the Search Form to quickly locate all global queries created by a specific user. Navigate to Business Activity Query Designer. 20 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights Menu Path: Executive Analysis > Business Activity Management > Setup > Business Activity Query Important This program is not available in the Epicor Web Access™ interface. You can launch this program ® from an Epicor Smart Client (Windows ) interface. 1. Click Query ID. The Search Form window displays. 2. In the Author field, select MANAGER. 3. Select the Global check box. 4. Click Search. View the Search Results grid displays queries that meet criteria you entered in the above steps. 5. Click Select All and click OK. You may now use the navigation toolbar at the to scroll through the selected records. 6. On the Standard toolbar, click Clear. 7. Remain in Business Activity Query Designer. BAQ Method Directives The Business Process Management (BPM) functionality includes the ability to create Business Activity Query (BAQ) directives. Use this additional set of BPM directives to monitor data entered through updatable BAQs. Each updatable BAQ has the following methods: • GetList: This method retrieves data specified by the query. • GetNew: This method creates an empty row where you can enter a new record and submit it to the database. New data is entered into the row. • RunCustomAction: This method executes a custom action. You create the custom action in the Business Activity Query Designer and define the action using one or more directives. • UpdateExt: This external update method is added to all transactional business objects to support bulk updates via an updatable BAQ and integration engines such as Service Connect. When you create an updatable BAQ, the Epicor Application writes a base processing directive for the update method. The directive uses code to update the database according to the settings defined in the Business Activity Query Designer. Edit this code to customize the update process or to add pre-processing, base, and post-processing directives to the methods associated with the BAQ. Custom Actions Use Updatable BAQ Method Directives, you can create a pre-processing, base, or post-processing directive for the RunCustomAction method. The custom actions can be added to the Actions menu of a dashboard that uses the query. The Business Process Management course for Epicor 9.05 provides hands-on workshops and more information on this topic. Important The same security settings for method directives apply to updatable BAQ directives. You must be a BPM Advanced User to create or modify base processing directives. Epicor ERP | 9.05.701 21 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools Menu Path Navigate to this program from the Main Menu: • System Management > Business Process Management > Setup > Updatable BAQ Directives Important This program is not available in the Epicor Web Access™ interface. You can launch this program ® from an Epicor Smart Client (Windows ) interface. External Update Method A new external update method (UpdateExt) has been added to all transactional business objects to support bulk updates via integration engines such as Epicor Service Connect. This method implements the functionality previously incorporated in the Epicor Web Service Update method to accept a complete dataset containing hierarchical data and multiple records and to call the base Update method of each business object repeatedly for each row in the dataset and for all records in the dataset. Since all processing is conducted on the server within one login session, the use of this method eliminates much of the latency within the Web services and improves performance for bulk updates. Business Entities in BAQ Designer The BAQ Designer supports handling business entities. While creating a business activity query, it is possible to add all the tables for a particular business entity. On the Phrase Build > DiagramView sheet, use the Business Objects button to search for and load table(s) within an entity, for example, Part. The links between loaded tables are displayed automatically. Within the Business Objects window, you may use the filter box at the top to quickly locate a business entity of your interest. Updatable Business Activity Queries The power of the Business Activity Query (BAQ) was enhanced to allow database updates directly within a query. Placement of an updatable query on a customized dashboard allows the data to be entered and saved within your business flow. Updatable BAQ Overview Create Business Process Management (BPM) directives to monitor data entered through updatable BAQs. Based on the conditions defined in the BPM directive, various actions run automatically. For example, use this functionality to verify data is being entered correctly. Updatable BAQs can be placed on a smart client dashboard or used on a mobile device, such as an iPhone© or a Blackberry©. Enter data directly through the dashboard or the mobile device to update database records. BAQ Update Processing Use a business object to house the methods you use to enter, view, and calculate data for a specific function within the Epicor Application. Monitor methods through BPM directives. These directives can evaluate data that passes into or out of the database, which interrupts the processing when certain conditions are met. Various actions, can be set to automatically run in response to the data. 22 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights Security Requirements Updating BAQs is considered an advanced operation and requires the user id to have the following two security permissions. • BAQ Advanced User • BPM Advanced User Menu Path Navigate to this program from the Main Menu: • Executive Analysis > Business Activity Management > Setup > Business Activity Query • System Management > Utilities > Business Activity Query Important This program is not available in the Epicor Web Access™ interface. You can launch this program ® from an Epicor Smart Client (Windows ) interface. Workshop - Create an Updatable Query In this workshop, learn how to create an updatable BAQ. The following example covers a business scenario that your territory managers spend a lot of time travelling looking for new customers and meeting existing ones. They would like to have the opportunity to directly enter new customer records or modify existing records using their mobile devices. You accomplish this step by first creating an updatable BAQ against the Customer table that you could later use to create an updatable mobile dashboard. Create the Query Navigate to Business Activity Query Designer. Menu Path: Executive Analysis > Business Activity Management > Setup > Business Activity Query Important This program is not available in the Epicor Web Access™ interface. You can launch this program ® from an Epicor Smart Client (Windows ) interface. 1. Click New to create a new query. 2. If necessary, navigate to the General sheet. 3. In the Query ID field, enter Customer01. 4. In the Description field, enter Customer Query. 5. Select the Shared check box. 6. Select the Updatable check box. This activates the sheets under the Update sheet. You will use these sheets to indicate the fields you will activate for data entry on each selected BAQ table. 7. Navigate to the Phrase Build > DiagramView sheet. 8. In the Filtering field, enter customer. 9. Click and drag the Customer table to the grid area. Tip If you were creating a more complex BAQ, you would repeat these steps to add more tables. Epicor ERP | 9.05.701 23 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools 10. Navigate to the Display > Column Select sheet. 11. Expand the Customer node. 12. Press Ctrl and select the following columns: • Company • CustID • CustNum • Name • Address1 • Address2 • Address3 • City • State • Zip • Country • TerritoryID 13. Click the blue right arrow button to move the columns to the Display Column(s) list. 14. Click Save. Tip On the Phrase Build > DiagramView sheet, view the Business Objects button. You can use this feature to search for and load table(s) within an entity, for example, Part. The links between loaded tables are displayed automatically. Within the Business Objects window, you may use the filter box at the top to quickly locate a business entity of your interest. Define Updatable BAQ Properties Use controls on the Update > General Properties sheet to indicate how users can enter and edit records through the updatable BAQ. You also indicate which fields are available for data entry. 1. Navigate to the Update > General Processing sheet. 2. Select the Allow New Record check box. This option indicates users can add new records through this updatable BAQ. 3. In the Label for AddNew field, enter UBAQ: Customer. This value defines what displays in the menu next to the New button on the standard toolbar when the updatable query is added to the dashboard. The text you enter here displays as a node on this menu. 4. Select the Allow Multiple Row Update check box. This option gives users the ability to make changes to two or more rows in a table before the data is saved. If this check box is clear, the row data updates automatically when the user changes to the next row. Next, you use the Query Field List to indicate which Display Column fields the users can update. You can also create or select default values that automatically populate a field. 24 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights 5. Click the Check All Fields as Updatable button to indicate all of the selected columns are available for data entry. The updatable check box is automatically selected on each field. Tip The Mandatory field indicates the field cannot be empty. When users attempt to save a new or existing record within the query and this field is blank, they are not able to save the record until they enter a value in this field. If the Read Only Field check box is selected for a field, users cannot change the data that displays in this column. You can use the Initial Expression field to enter a text value that displays in the field before users actually enter data into it. If you want to create a calculation to determine the initial expression, use the Column Initial Expression option. You can also define specific acceptable values that will be available in a specific field using the Advanced Column Configuration option. 6. Click Save. Update Processing Set up how the BAQ interacts with the business object's methods. Business Objects contain the code that calls a database, sending current data to a custom dashboard for display, or populating the database with new data. A business object (also called a BO) houses the methods used to enter, view, and calculate data for a specific function within an application. Each process a business object can run is called a method; by default each updatable BAQ contains at least the following methods: Get List, Get New and Update. Use the controls within the BAQ Designer to set up the methods you need on the updatable BAQ. These controls automatically generate the expressions required for users to enter data within the updatable fields on your BAQ. 1. Navigate to the Update > Update Processing sheet. 2. Clear the Advanced BPM Update only check box to indicate you do not want methods to be monitored through Business Process Management (BPM) directives. Important As stated before, each updatable BAQ contains at least the following methods: Get List, Get New and Update. Each of these methods can be monitored through Business Process Management (BPM) directives. These directives can evaluate the data passed into or out of the database, interrupting the processing when certain conditions you define are met. The conditions define when the directive executes. Actions are operations executed by the method directive when the specified conditions have been met. You can use BPM to set up various actions to automatically run in response to the conditions you define. You create these Updatable BAQ Method Directives from within the Business Activity Query Designer. 3. Click the Business Object button. The Select Business Object window displays. The business objects for the tables on the current BAQ display by default in this window. The Update Method indicates the method used to enter the changes made through the updatable BAQ to your database. By default, the UpdateExt method displays, which is the update method used to confirm data is successfully updated through the query. 4. Click OK. Notice the Tables to update list. This list displays the temporary tables (tt tables) that fill with data before this information is saved to your database. Select the main temporary table unless you need to select a Epicor ERP | 9.05.701 25 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools different table. The Column Mapping grid displays how the updatable fields link, or map, to the selected temporary results table. Tip If you wish to create these expressions manually, click the Expression Editor button. 5. Click the Regenerate BPM Directive button to update the BPM directives. 6. Once complete, click Save. You are now ready to test the updatable BAQ. Test the Updatable BAQ Verify the updatable BAQ can pull in (get) data, update records, and add new records. 1. Navigate to the Analyze sheet. Notice the Updatable Query buttons found at the bottom of this sheet. 2. Click the Get List button to test whether this updatable BAQ can pull in data from its table. You are warned this test may launch BPM directives that update the database. 3. Click OK. The Query Results grid populates with customer records. 4. Double-click the record for Dalton. The Fields window displays. Notice this window contains all of the fields you indicated were updatable on the General Properties sheet. 5. In the Customer.Address2 field, enter your address. 6. Click OK. 7. Click Update. 8. To the warning message, click OK. The data you updated display within the grid. The Query update fulfilled and reported no error message displays. Tip You can test if you can add new records to this updatable BAQ using the Get New button. 9. Click Save. 10. Remain in the Business Activity Query Designer. 26 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights BAQ Zone A BAQ (Business Activity Query) zone is an embedded query you can link to a specific field on a program interface. When you activate a BAQ zone, it displays as a linked tool tip window. The data that populates this window depends on both the business activity query and current value, if any, within the linked field. After you create or modify the BAQ you will use for the BAQ zone, you then link the BAQ to a specific field by either using Extended Property Maintenance or embedding the BAQ zone in a customization. When you launch the program that contains the customized field, you will see a BAQ zone indicator on the field. You can then modify the color used to display this indicator and define a shortcut key combination that will activate the BAQ zone. You define these personalization features on the Options window; this window is located under the Tools menu. When a BAQ zone is linked to a field, a zone indicator displays on a program interface during Rune Mode. These zone indicators display as arrow buttons next to the field. Users move their mouse pointer over the BAQ zone indicator to display the tooltip window. For example: Depending on the columns the BAQ zone returns, different behaviors are available. For example, you could have a BAQ zone that has a query linking the Customer.CustID and Customer.CustURL fields. When a user holds the mouse pointer over the zone indicator, the tooltip display a view of the web page for the current customer. Or the BAQ Zone can return standard grid data; users can then select a record from the generated data. Workshop - Create the BAQ Zone In this workshop, create a BAQ Info Zone using the Extended Property Method. The following example works with a scenario that your company has a wide range of customers. You would like to keep yourself up-to-date on any news that might affect business between your company and your customers. The easiest way to see what is going on in the world of your customers, is to check their web sites. Instead of maintaining a list of your customer's web sites in your web browser, you would like to have an option to directly view it in Epicor application. In order to accomplish this task, you use Extended Property Maintenance to create a BAQ Zone that displays a customer's website directly within Customer Maintenance. Create the BAQ The Business Activity Query (BAQ) you create in this tasks serves as a source for the Info Zone. 1. While in Business Activity Query Designer, click the Clear button. 2. Click New. 3. In the Query ID and Description fields, enter CustURL. Notice the company prefix displays before the name of the query - EPIC06-CustURL. 4. Select the Shared check box. 5. Navigate to the Phrase Build > DiagramView sheet. 6. In the Filtering field, enter customer. 7. From the Filtering pane, double-click the Customer table. The table displays on the grid. 8. Navigate to the Display > Column Select sheet. Epicor ERP | 9.05.701 27 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools 9. Expand the Customer node. 10. Select Customer.CustID and Customer.CustURL fields. The fields identify a customer and a customer's website address. 11. Click the right arrow to move the selected fields to Display Column(s). 12. Click Save. 13. Exit Business Activity Query Designer. Attach the BAQ to the Field Navigate to Extended Property Maintenance. Menu Path: System Management > Utilities > Extended Properties Important This program is not available in the Epicor Web Access™ interface. You can launch this program ® from an Epicor Smart Client (Windows ) interface. 1. In the DataSet Table ID field, enter Customer and press Tab. Tip This table is the primary table for customer records; you add records to this table within Customer Maintenance. 2. Expand the Customer > Fields nodes. 3. In the tree view, select the CustID field. 4. Navigate to the Fields > Detail sheet. 5. In the Zone BAQ field, select EPIC06-CustURL. 6. Select the Zone Search on Empty check box. Use this option to activate the BAQ zone when the selected field does not contain a value. This causes the BAQ zone to function like a search program. The BAQ zone populates with all of the results generated by the business activity query. 7. Click Save. 8. Exit Extended Property Maintenance. Modify Customer Record Modify the record for the customer Northern to display Epicor's website. Navigate to Customer Maintenance. Menu Path: Sales Management > Order Management > Setup > Customer Tip The CRM menu path is: Customer Relationship Management > Order Management > Setup > Customer 1. In the Customer field, enter Northern and press Tab. 28 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights The information for the customer displays. 2. In the Website field, enter www.epicor.com. 3. Click Save. 4. Remain in Customer Maintenance. Test the BAQ Zone Verify Epicor's website displays in the BAQ Zone for the customer Northern. 1. In Customer Maintenance, on the standard toolbar, click the Clear button. 2. In the Customer field, scroll over the zone indicator. The BAQ zone first retrieves all of the Customer ID fields, so you can use the BAQ zone as a search program. 3. From the BAQ zone list, select Northern. The selected customer record displays within the program. 4. In the Customer field, scroll over the zone indicator. View the epicor website that displays within the BAQ zone window. 5. Remain in Customer Maintenance. Personalize the Zone Indicator Personalize how the zone indicator displays on the form. 1. In Customer Maintenance, from the Tools menu, select Options. The Options window displays. 2. On the General sheet, verify the Zone Indicator check box is selected. This indicates zone indicators display on the current program. If you clear this check box, the zone indicators do not display on the current program. 3. In the color field, select the Lime color. 4. Click OK. The zone indicator displays using your new color. 5. Exit Customer Maintenance. BAQ Support for Windows Server ODBC Data Sources Business Activity Queries support connections to external (non-Epicor) data sources. The external data can be used in additional dashboard renderings, like dashboard applications, mobile framework, Epicor Sharepoint Publisher and so on. Working with external data sources is very similar to ordinal query design and execution process. Epicor ERP | 9.05.701 29 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools In Business Activity Query Designer, use the New > External Query option to design a new external query. In ODBC Connection Parameters window, specify your ODBC source and establish connection. Note It is required to have ODBC connections configured on the machine where application server is hosted. The ODBC query execution is sent as a single statement, that is generated during a query design. It doesn't need to be regenerated on each query execution. Business Activity Query List If a business activity query (BAQ) is used within another BAQ as a datasource, these linked queries display on the Where Used>Business Activity Query List sheet. Business activity queries can be used as a source of data for another BAQ on both the Query Parameters Form and the Updatable Field Editor. This new Where Used sheet displays both the Identifier and Description for the linked query. If the current business activity query is used as a datasource on any other BAQ, it automatically displays on this list. Because the current query is in use, it cannot be deleted. Menu Path: System Management > Utilities > Business Activity Query Important This program is not available in the Epicor Web Access™ interface. You can launch this program ® from an Epicor Smart Client (Windows ) interface. Business Process Management Use Business Process Management (BPM) to create workflows that automate, execute and monitor business processes. The workflows extend your system's base functionality without requiring customizations or affecting your ability to take future releases of the software. UD Tables Access You can select columns on user-defined (UD) tables for Business Process Management (BPM) conditions. Any values users place in these user-defined columns can then be monitored by the BPM directive and can subsequently trigger actions on the directive. These user-defined tables display as an option for any condition that monitors columns in tables. For example, you can now select a field from user-defined table 01 (UD01) on the "If the value of specified field has changed from Any to Any" condition. Public/Current User on Data Tag Condition Statement Enhancement Use this condition to identify when a data tag has been placed on a record. The public variable now offers three options: public, current user and public or current user. Select public to limit the directive to records that have a public data tag of the specified name. Select current user to limit the directive to records where the user trying to modify the record has added a private data tag. Use the public or current user option when you want a directive to run for a given data tag regardless of whether it is public or private, instead of limiting the directive to one or the other. 30 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights Compression Application data between the client and application server can be compressed to improve performance. You can enable data compression between the client and application server on a per user basis. Using compression may increase application performance, especially when data transmission distances between the client and application server are significant. To enable compression for a user, launch User Maintenance, navigate to the Options sheet, and select Enable network compression. The setting takes effect the next time the user logs on. There are three entries in the .mfgsys file that affect compression. The CompressionEnabled setting is controlled as described above in User Maintenance. The value set on the user record always overrides the CompressionEnabled value in the .mfgsys file. The other two entries are maintained in the .mfgsys file. They are and . Both are set at recommended values. Compression level, as it is adjusted higher, compresses data into smaller packets but takes more processing time to do the compression. Compression threshold is the point (in kilobytes) at which any compression is done at all. For example, at the default setting any data set smaller than 512k is not compressed. Country Specific Functionality Each form within the Epicor application can be modified for a specific locality. Forms display the text and functionality required for use within a country or geographical area. A localized program can be defined as a Country Group, such as Europe or Southeast Asia. Localized programs can also be defined for a specific Country code, such as Germany or Thailand. Country groups and country codes install through the Administration Workbench. Country codes are defined by the company. Any localizations defined for the Country Group/Country combination become available for display on the main menu within that specific company. Each Country Specific Functionality (CSF) pack document contains topics which detail the Epicor 9.05 modifications created for the specified country. Refer to topics in the Epicor ERP Application Help for additional information on each program. Available Country Specific Packs Each available CSF pack localizes the Epicor application to match the legal requirement needed in a specific country. Available CSF packs include the following: • Australia • China • Columbia • Czech Republic • Estonia • Finland • France • Germany • Jordan Epicor ERP | 9.05.701 31 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools • Malaysia • Mexico • New Zealand • Poland • Russia • Kingdom of Saudi Arabia • South Africa • South Korea • Taiwan • Thailand • The Netherlands • United Arab Emirates Cross-Brand Solution Features The Epicor Cross-Brand Solutions bring together people, processes, and applications. These applications are available for use with all Epicor products (for example iScala, Enterprise, E4SE). This section of the Epicor 9.05 Delta Education - Tools course reviews Cross Brand enhancements released with the 9.05 Epicor application. Information Worker 9.05 Epicor Information Worker (IW) 9.05 provides access to Epicor data from Microsoft Office applications-specifically Microsoft Outlook®, Excel®, and Word®. The underlying architecture was modified to eliminate the need for Epicor Portal and Service Connect. Information Worker can now access business objects directly and through updatable BAQs. Installation and implementation have been simplified as a result. For more information on Information Worker, refer to the Feature Summary topic Systems & Tools. The IW server components can be installed on the Epicor application server or another Windows server that has network access to the Epicor application server. The IW server hosts a web application to which IW clients need only their Microsoft Office applications and http access. More functionality is enabled for IW clients if they also have the Epicor client installed on the same workstation. Information Worker Multi-company A single Information Worker installation can now serve multiple companies. Prior to 9.05.606 the installation configuration required choosing a single company at installation configuration time. Now that requirement is gone, and Company is a field in the IW BAQs. Users can now use the Company field to filter during imports/synchronizations. Users can only access data for companies to which they belong. 32 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor Mobile Access The Epicor Everywhere Framework™ supports mobile dashboards which are rendered as web applications that ® may run on a number of mobile devices including BlackBerry and iPhone™. Epicor Mobile Access BAQ Support It is possible to display BAQ reports using Epicor Mobile Access technology. Use Menu Maintenance to add BAQ Dynamic Reports in Epicor Mobile menu node. The functionality checks if Crystal Reports is available and if not, EMA dynamic report menu item is disabled. Epicor Enterprise Performance Management The Epicor Enterprise Performance Management (EPM) suite provides complete data analysis across several Epicor products. EPM Performance Canvas Enhancements The EPM Performance Canvas is a web-based product designed to create interactive dashboard for business collaboration. Several enhanced features are included with the Epicor 9.05 release: • Usability re-design and dashboard viewing enhancements • Interactive pivot table-style query designer • Additional chart type availability and new Flash-based charts and heat maps • Support for mashboards, where content from the Web and Gems are mixed but make use of the same Slicer • Enhanced integration to Microsoft Office Excel® • A standard Canvas can be printed as a report • Enhanced mobility support • Open search integration so Canvas data can be shared with other applications • New administration tool and setup that makes it much easier to manage a large number of Gems, Slicers, and Canvases • Support for Microsoft Internet Explorer® 7 and 8, Firefox® 3 or higher, Chrome®, and Safari® browsers • Usability enhancements EPM Server and Cube Connect Tools Enhancements EPM Server and Cube Connect components of EPM suite have enhancements that were released with Epicor 9.05. The EPM Server component performs all deployment and management functions for the EPM application. Cube and content pack deployment is managed through a wizard-style interface to SQL Server. Cube Connect is a set of Windows® client applications you use to create or customize Epicor EPM Cubes. Cube Connect is comprised of four products which install together and interface with the EPM Server. Several enhancements are available with the EPM Server the EPM Cube Connect tools: • EPM Glossary Designer, which is similar to the Object Designer, creates new EPM glossaries to support customized systems or modifications to existing glossaries. • Portable EPM glossary installation eases both the upgrade and modification of glossaries without the need to release a new version of EPM Server. Epicor ERP | 9.05.701 33 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools • Ability to process cubes more frequently through a user-defined refresh schedule. • Localization and translation support. • Easier Content Pack deployment and cube editing as well as streamlined EPM Server administration. • Usability enhancements. Epicor SharePoint Publisher Use this functionality to display dashboards as web parts in the Microsoft® SharePoint® environment. Epicor SharePoint Publisher (ESP) supports the creation of SharePoint web parts that directly link to Epicor 9.xx dashboards and business activity queries (BAQs). Web Parts are integrated sets of controls for creating web sites that enable end users to modify the content, appearance, and behavior of web pages directly from a browser. All dashboard web parts access the Epicor application server directly; no web services or other intermediate layers are used to improve performance. ESP supports publish and subscribe between views, updatable dashboards and links to Performance Canvas for embedded EEPM functionality. ESP capability can eliminate the need to use Epicor Portal and supports most functionality available in the portal. The main ESP features include: • WinClient identical data render. • Data updatability supported. • Connection information and properties set up in Edit mode. • OrderBy and GroupBy functionality in grids. • "Open with" functionality (Epicor Web Access must be installed and deployed in your environment ). • Links between Grid-Tracker-Chart-Gauge. • DSP (Epicor Performance Canvas) integration. • Customizable web part settings. • Single Sign-On for Windows machines in domain. • Asynchronous Grid/Chart/Gauge update. • A single click dashboard deployment (autoconnect feature). • Supports SharePoint 2010. • Navigation toolbar to search for records. • URL/XSLT View. • Customized Tracker View. • ESP supports all modern browsers (Microsoft® Internet Explorer®, Safari®, Mozilla Firefox®, Google Chrome™ ). • Web Dasher utility allowing you to manipulate SharePoint pages and web parts. Support Customizable Tracker in ESP Epicor Sharepoint Publisher dashboards support customizable tracker views. Customizable properties include: • Fields selections • Captions • Position • Size of edit controls 34 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor Publisher Top Navigator The Navigation toolbar allows you to find and select a record you wish to display within a dashboard. When you create a new Web Part Page for a smart client dashboard that contains the Navigation toolbar, the Epicor Publisher Top Navigator option allows you to display the same search utility in a SharePoint environment. Epicor Publisher URL View The smart client dashboard functionality allows you to display a website using URL address. Use the Epicor Publisher URL/XSLT View to display a website in a SharePoint environment. Epicor Publisher XSLT View The smart client dashboard functionality allows you to display an XSLT stylesheet. Use the Epicor Publisher URL/XSLT View to display a stylesheet in a SharePoint environment. The path to an XSLT file must be a hyperlink to public accessible resource. Paging Settings You can improve the performance of web parts by activating the paging functionality. This functionality stores result sets, or pages, in a temporary directory on the server. You define how many records are included in each page. After the cached pages are stored in this directory, the data request process can then move through each page instead of processing all of this information at once. You activate the paging functionality on each web part through the Paging settings section on the Properties pane. This pane displays on the right side of each web part. After you activate the functionality, you define how many records you want to include in each page (result set). Now when users request data to display through this web part, the data should display with improved performance. Context Menu Improvements Within the Epicor Publisher Grid View web part, use the enhanced context menu to manipulate data. Similar to a smart client environment, the following options are available: • Copy All - Use this option to copy all data displayed in the grid. • Copy All Include Labels - Use this option to copy all data displayed in the grid including labels. • Copy Selection - Use this option to copy selected record(s). • Copy Selection Include Labels - Use this option to copy selected record(s) including labels. • Copy To Excel - Use this option to launch Microsoft Excel® and copy all data from the web grid into a spreadsheet. Enterprise Search Enhancements Installing and maintaining Enterprise Search (ES) has been simplified and enhanced. Enterprise Search management activities were consolidated in a management console. When you install Epicor Management Console, there is a Search Management node that allows you to configure and maintain Enterprise Search. Some activities previously done on the command line now have a user interface, Also, now there is a user interface for editing the elements involved in creating and tuning a search index. Epicor ERP | 9.05.701 35 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools Use the Enterprise Search Management console to complete the following tasks: • Create the ES SQL Server database. • Create a web application for performing ES searches. • View search server and search index logs. • Run a wizard to guide you through creating a search index. • Create the templates used to create search indexes. • Add or subtract from the collection of BAQs used in a search template or by an active search index. • Tune the BAQs used in a search template or the BAQs used by an active search index. • Launch the search web application to test different search indexes. Use Company Maintenance to set the search URL to a particular search index. This can be overridden at the user level if necessary. Scheduled Tasks Enterprise Search results are only as current as the last search index rebuild. Set index rebuilds to automatically take place on a schedule to keep search results as current as needed. Once you have created a search index definition, that search index must be built regularly to freshen the index data with data from the Epicor database. To accomplish this Windows Task Scheduler is used. You can use Task Scheduler manually or let Epicor Search Manager set one of the pre-configured tasks for you. Open Enterprise Search Management console (Start > Programs > Epicor Software > Epicor Administrative Tools >Epicor Administration Console), and go to the Scheduled Tasks node to add or to track the status of index rebuilds. Epicor Web Access Enhancements The appearance and functionality of Epicor Web Access forms are similar to the Epicor smart client programs, but do not require an Epicor client. Epicor Web Access programs perform on multiple operating systems as well as on multiple devices, including handheld devices. Web users, now have the option of switching to the Windows® smart client for certain forms. You can then run a hybrid application designed to improve performance and user flexibility. In addition, Epicor ICE 2.5 introduces Group By (for grids) and Personalization functionality for Epicor Web Access forms similar to that found in the Windows smart client version. It is possible to have multiple instances of the same form open at a time (each form open in the context of a different company). Epicor Web Access shows the company for which the form is active in the lower right corner. SQL Server Reporting Services You can now generate reports using SQL Server Reporting Services® (SSRS). This feature does not replace Crystal Reports®. Instead, SSRS expands the existing reporting technology by offering additional options. The optional SSRS report writer functionality includes: • Emailing reports • Faxing reports • Storing reports within SharePoint® In order to use this functionality, select printers within your company to print SSRS reports. You also define if a report should be printed using Crystal, Reports, SSRS, or both. When you print an SSRS report, the SSRS print window displays and gives you additional options for previewing and printing the report. 36 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights You can also create custom SSRS reports through the Microsoft® SQL Server Report Builder®. Company Configuration The following Company Configuration setup is necessary to utilize SQL Server Reporting Services. In Company Configuration, on the System > General Settings sheet, use the Form Print Options section to allow SSRS report styles. The Allowed Report Style field displays the following three options: 1. 2. 3. Crystal Only SSRS Only Crystal and SSRS Select SSRS Only or Crystal and SSRS to enable SQL Server Reporting Services. Menu Path Navigate to this program from the Main Menu: • System Management > Company Maintenance > Company Important This program is not available in the Epicor Web Access™ interface. You can launch this program ® from an Epicor Smart Client (Windows ) interface. Printer Maintenance Use Printer Maintenance to set up a printer as an SSRS printer. This allows SSRS reports to print from this printer. In Printer Maintenance, enable the SSRS Printer check box to use the current printer for SSRS. Menu Path Navigate to this program from the Main Menu: • System Management > Company Maintenance > Printer Important This program is not available in the Epicor Web Access™ interface. You can launch this program ® from an Epicor Smart Client (Windows ) interface. Report Style Maintenance Use Report Maintenance to set up an SSRS printer for a report. After you select a Report ID, use the Styles > SSRS Printers sheet to add SSRS printers to which the current SSRS report can print. Menu Path Navigate to this program from the Main Menu: • System Management > Company Maintenance > Report Style Important This program is not available in the Epicor Web Access™ interface. You can launch this program ® from an Epicor Smart Client (Windows ) interface. Epicor ERP | 9.05.701 37 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools SSRS - Multiple AppServers Previously, the Epicor SQL Report Monitor has supported only one AppServer. Multiple AppServers are now available to use on different databases. Your Epicor environment can contain multiple Application Servers (AppServers) that run different databases. To leverage this functionality, you can now use multiple AppServers to generate your SSRS reports. This functionality can improve performance, as previously only one Report Server and SSRS Server instance was available for each AppServer. Customization Features Customization capabilities were enhanced to allow more flexibility in designing business forms. Custom Web Forms Use custom web forms to build programs for deployment to a web-based application such as Epicor Express. This feature is part of the Epicor Everywhere® functionality. Within the customization tools, indicate whether the custom program is available for display within a web application. The customization is then added to the main menu of Epicor Express or another web-based Epicor application. Non-Customizable Forms Many forms throughout the Epicor application are protected and do not allow modification through the customization tools. These programs are essential areas of the application which should not be modified. An example of a non-customizable form is Menu Maintenance. Dynamic User Defined Fields The Epicor 9.05 release includes enhancements to extend the Epicor schema via customization to any number of additional user defined fields. This feature allows unlimited growth in usage of these fields which may be used for both customer installations and for Epicor localizations. User defined tables are associated with existing data tables. They begin as empty tables with columns SysRowID and ForeignSysRowID, and these columns link the record back to the associated record in the main table. You can then add user-defined fields as you need. To do this, you run Extended User Defined Table Maintenance to create user-defined tables and add the additional fields to this new table. Through this utility, you can select any existing table and create an associated UD table that can hold as many custom fields as you need. The new fields are then available for use through the Customization Tools Dialog. You can create a customization which displays the data entered through the additional fields available on a user-defined table. You can modify these fields through Extended Properties Maintenance to fine-tune the data users can display and enter through each additional custom field. You can also restrict specific user and group access to these custom fields through Field Security Maintenance. Menu Path Navigate to this program from the Main Menu: • System Management > Utilities > Extended UD Table Maintenance 38 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights Important This program is not available in the Epicor Web Access™ interface. You can launch this program ® from an Epicor Smart Client (Windows ) interface. Workshop - Create a User Defined Table In this workshop, first create a user-defined table and a custom field. Use the UD Schema Update utility to update the physical database and add the newly created field to a form using the customization. Lastly, use Business Process Management to enable an audit trail of who created a new record for a master table and place that information in the newly created field. Create a New User-Defined Table Navigate to Extended UD Table Maintenance. Menu Path: System Management > Utilities > Extended UD Table Maintenance Important This program is not available in the Epicor Web Access™ interface. You can launch this program ® from an Epicor Smart Client (Windows ) interface. 1. Click New and select New Table. The Table Search window displays. 2. Search for and select AbcCode. In the Table Name field, ABCCode_UD displays. 3. In the Description field, enter ABCCode - User Defined Table. 4. Click Save. 5. Click New and select New Column. 6. In the Column name field, enter EnteredBy. 7. In the Description field, enter Displays the user who create the ABC code. 8. In the Label field, enter EnteredBy. When this column title displays in a grid, this label value displays. 9. Accept the remaining defaults. 10. Click Save. 11. Exit Extended UD Table Maintenance. Update Schema Important The following steps must be performed on the Epicor application server. 1. Navigate to Epicor Admin Tools. Example Start > All Programs > Epicor Software > Epicor905 > Epicor Admin Tools Epicor ERP | 9.05.701 39 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools 2. Log in as epicor/epicor. Important Before you proceed to the following step, you must stop all Epicor appservers. 3. Click UD Schema Update. Once the update process is finished, restart all Epicor appservers. Running this utility updates the physical database schema. The user-defined fields now display in the Customization Tools Dialog window. When you update the application through a service pack or new version, you must also launch the Data Administration menu and run the UD Schema Update utility. Customize a Form In this task, create a new textbox and attach it to the newly created user-defined field. In the following task, create a BPM to display the current ID in the textbox. On the Main menu, select Options > Developer Mode. Navigate to ABC Code Maintenance. Menu Path: Material Management > Inventory Management > Setup > ABC Code 1. In the Select Customization window, select the Base Only check box. This begins a new customization with a clean form. 2. In the Default Customization Programming Language section, verify the C# option is selected and click OK. ABC Code Maintenance displays. 3. From the Tools menu, select Customization. The Customization Tools Dialog window displays. 4. Verify the Detail sheet is selected. 5. Maximize the ABC Code Maintenance window. 6. Click the border of the groupbox for Variace Tolerances and drag it down to create enough space for another field. 7. From the Tools menu, select ToolBox. This displays the ToolBox that allows you to add controls to the sheet. 8. In the ToolBox, select EpiTextBox. 9. Click inside the Variace Tolerances groupbox, under the Value Tolerance field and 10. In the Select Layer Type window, select Customization and click OK. 11. Drag the textbox down and right to make it larger. 12. Navigate to the Customization Tools Dialog window. Verify the item in focus is (c)epiTextBoxC1. 40 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights 13. In the EpiBinding field, select AbcCode.EnteredBy. 14. In the Customization Tools Dialog, click Save. The Customization Save Dialog displays. 15. In the Name and Description fields, enter CreatedBy. 16. Click Save. 17. In the Customization Comment window, click OK. 18. Exit the Toolbox and Customization Tools Dialog. 19. Exit ABC Code Maintenance. 20. On the Main menu, select Options > Developer Mode to disable it. Add a Method In this task, enable an audit trail of who created a new record for a master table. Navigate to Method Directives. Menu Path: System Management > Business Process Management > Setup > Method Directives Important This program is not available in the Epicor Web Access™ interface. You can launch this program ® from an Epicor Smart Client (Windows ) interface. 1. Click the Method Code button. 2. In the Method Name Starting At field, enter U. 3. In the Business Object field, verify AbcCode displays. 4. Click Search. 5. Select Update and click OK. 6. In the Method Description field, enter Populate User ID. 7. Click Save. 8. Navigate to the Pre-Processing sheet. 9. From the New menu, select New Pre-Processing. 10. In the Directive Name field, enter Populate User ID. 11. In the Group field, enter XXX (where XXX are your initials). 12. Click Save. Add an Action 1. Click the Actions button. Epicor ERP | 9.05.701 41 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools 2. In the Actions window, click New. 3. In the User Text field, select "set the specified field of the changed row to the specific expression". 4. Click specified. 5. In the Table field, select ttAbcCode. 6. Select the EnteredBy check box. 7. Click OK. 8. Click specific. 9. From the Available variables, expand ttCallContextClient and double-click CurrentUserID. 10. Click OK. 11. In the Actions window, click OK. 12. Select the Enabled check box. 13. Click Save. 14. Exit Method Directives. Test the Customization On the Main menu, select Options > Developer Mode. Navigate to ABC Code Maintenance. Menu Path: Material Management > Inventory Management > Setup > ABC Code 1. In the Select Customization window, select CreatedBy. 2. Click OK. 3. Create a new ABC Code record. 4. Click Save. 5. Notice the new field on the form populates with the current user ID. User Defined Field Security You create extended user defined tables to add custom fields (columns) to an existing database table. Next, you can use Field Security Maintenance to restrict user and group access to these custom fields. Extended User Defined Table Maintenance You create extended tables through Extended User Defined Table Maintenance. Menu Path: System Management > Utilities > Extended UD Table Maintenance 42 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights Important This program is not available in the Epicor Web Access™ interface. You can launch this program ® from an Epicor Smart Client (Windows ) interface. Field Security Maintenance You use Field Security Maintenance to define security at the field level. Menu Path: System Management > Security Maintenance > Field Security Important This program is not available in the Epicor Web Access™ interface. You can launch this program ® from an Epicor Smart Client (Windows ) interface. Debugging in Visual Studio If you have Microsoft Visual Studio, you can debug customizations and step through code. To use this functionality, you must install any version of Microsoft Visual Studio 2010™ except Express on the computer where you run the Epicor client. You should have C# or VB.NET (or both) installed in Visual Studio for complete debugging functionality. Workshop - Debug a Customization In this workshop, learn how to debug a customization in Visual Studio. 1. On a computer where Visual Studio is installed, start the Epicor application. 2. From the Options menu, select Developer Mode. 3. Navigate to the program you have customized. Double-click its icon. The Select Customization window displays. 4. In the Select Customization window, select the Debug in Visual Studio check box, click the customization layer you want to debug, and click OK. Visual Studio is launched into a source code file and stopped at a break point on the first line of the InitializeGlobalVariables method (this may take some time). At this point you can use the debugging features of Visual Studio to step though lines, set other break points, evaluate values etc. To get past the first break point that was set for you and to run the form, press F5. Now if you complete actions on the form that reach a break point that you set, Visual Studio again becomes the active application (you may have to click its flashing item on the taskbar). Note Remember the following: • You cannot make code changes in the debugger. Stop the debugger (Shift + F5), and use the Epicor customization environment to make your code changes. Then debug again as needed. • Each time you debug a new source code file is opened in Visual Studio. Closing no longer active code files is ok. However, if you close Visual Studio, you have to exit Epicor and restart Epicor to debug again. Epicor ERP | 9.05.701 43 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools Dashboards to MES Use the Handheld Manufacturing Execution System (MES) to view deployed dashboards. To display a dashboard on the MES menu, first create a dashboard using a smart client. Once finished, deploy a dashboard as a smart application. In the MES developer mode, use the Customization Tools Dialog window to hang a dashboard on one of the available buttons. Workshop - Add a Deployed Dashboard to the MES Menu In the following workshop, display a dashboard on the MES menu. First create a dashboard using a smart client. Once finished, deploy a dashboard as a smart application. In the MES developer mode, use the Customization Tools Dialog window to hang a dashboard on one of the available buttons. Create a Simple Dashboard Navigate to the Dashboard. Menu Path: Executive Analysis > Business Activity Management > General Operations > Dashboard 1. Click New and select New Dashboard. 2. In the Definition ID field, enter Customer. 3. In the Description field, enter MES Customer Dashboard. 4. Click New and select New Query. The Dashboard Query Properties window displays. 5. In the Query ID field, enter zcustomer01 and press Tab. 6. In the Dashboard Query Properties window, click OK. 7. Navigate to the Dashboard sheet. 8. On the Standard toolbar, click Refresh and view the results. The dashboard is now ready to be deployed to the server. 9. From the Tools menu, select Deploy Dashboard. The Deploy Dashboard window displays. 10. Select the Deploy Smart Client Application check box and click Deploy. 11. Once the process is finished, click OK. 12. Click Save and exit the Dashboard. Create a New Menu Option Navigate to Menu Maintenance. Menu Path: System Management > Security Maintenance > Menu Maintenance 44 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights Important This program is not available in the Epicor Web Access™ interface. You can launch this program ® from an Epicor Smart Client (Windows ) interface. 1. In the tree view, expand Main Menu > Executive Analysis > Trackers. 2. Highlight the Trackers node. 3. Select New > New Menu. 4. In the Menu ID field, enter MES-XXX (where XXX are your initials). 5. In the Name field, enter Customer MES Dashboard. 6. In the Order Sequence field, enter 1. This should place your new menu item at the top of this Main Menu node. Tip This field defines the placement of the item within the menu. If the number you entered is already used, select a different number. 7. In the Program Type field, select Dashboard-Assembly. 8. In the Dashboard field, select MES Customer Dashboard you created. 9. Click Save and exit Menu Maintenance. You have to refresh the current session to see changes made to the menu. 10. From the Options menu, select Change User. The Log On window displays. 11. Log into the Epicor application using the same credentials: manager/manager. 12. On the Main Menu, select Executive Analysis > Trackers. Verify the Customer MES Dashboard displays as a menu item. 13. Double-click the Customer MES Dashboard. 14. Click Refresh to verify it works. 15. Exit the dashboard. Create an MES Developer Icon 1. Make a copy of your Epicor application icon. 2. For the icon name, use MES Developer. 3. Right-click the icon and select Properties. 4. In the Target field, at the end of the path, enter -MESC. Example C:\Epicor\Epicor905\client\MfgSys.exe -MESC Epicor ERP | 9.05.701 45 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools Customize a Blank Button Launch the MES Developer icon. For the User name and Password, use manager/manager. 1. On the Select Customization window, select the Base Only check box and click OK. The MES Menu displays. 2. Right-click anywhere in the form and select Customization. The Customization Tools Dialog window displays. 3. Navigate to the Script Editor sheet. 4. Select the VB (Visual Basic) option. 5. On the MES Menu, navigate to the Supervisor sheet. 6. Select the blank button under Inspection Processing. 7. In the Customization Tools Dialog, in the Tree view, notice button10 becomes highlighted. 8. Navigate to the Properties sheet. 9. In the Epibinding field, delete the content. 10. In the Text field at the bottom, enter MES-XXX (where XXX are your initials). 11. Locate the EpiGuid field. 12. Make note of the code displayed in the field. Example Copy the content to your clipboard or paste it to the Notepad. 13. Remain in the Customization Tools Dialog window. Use the Form Event Wizard 1. In the Customization Tools Dialog, navigate to the Wizards sheet. 2. Navigate to the Form Event Wizard sheet. 3. In the Select Event Type field, select Load. 4. Click the Right Arrow button. 5. In the View / Edit Handling Code box, enter the following code just before the End Sub statement. btnDash = CType(csm.GetNativeControlReference("paste your EpiGuid number he re"), EpiButton) btnDash.Enabled = True 46 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights 6. Replace the text between the "paste your EpiGuid number here" with the EpiGuid value you recorded previously. 7. Click the Update Selected Event Code button. 8. Navigate to the Script Editor sheet. 9. Just before the End Module statement, enter the following code. Private Sub btnDash_Click(ByVal Sender As Object, ByVal args As EventArgs ) _ Handles btnDash.Click ProcessCaller.LaunchForm(MESMenu, "MES-XXX") End Sub MES-XXX is the Menu ID you created in Menu Maintenance. Replace XXX with your initials. 10. At the top of the script, right after the '// Add Custom Module Level Variables Here **, enter the following code. Private WithEvents btnDash As EpiButton 11. From the Tools menu, select Test Code. The ** Custom Code Compiled Successfully. ** message displays. 12. Click Save. The Customization Save Dialog displays. 13. In the Name and Description fields, enter MES-XXX (where XXX are your initials). 14. Click Save. 15. In the Customization Comment window, click OK. 16. Exit the Customization Tools Dialog window. 17. Exit MES. Test the Customization Launch the MES Developer icon. For the User name and Password, use manager/manager. 1. On the Select Customization window, select MES-XXX (where XXX are your initials) customization. 2. Click OK. The MES Menu displays. 3. In the Employee ID field, enter 105 and press . 4. Navigate to the Supervisor sheet. 5. Click the MES-XXX (where XXX are your initials) button. 6. In the Process Calling window, click OK. Epicor ERP | 9.05.701 47 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools 7. In the Select Customization window, click OK. The MES Customer Dashboard displays. 8. Click Refresh to verify the dashboard works properly. 9. Exit the dashboard. 10. Exit MES Menu. Currency Conversion Control The Currency Conversion control is available as a customization tool. This control matches the currency field used throughout the Epicor 9.05 application. The Currency Conversion control is an option on the Toolbox within the Customization Tools Dialog; this button is the EpiCurrencyConver control. This control places a currency field on a custom interface that contains more digits than the currency control used in previous versions of the Epicor application, making converting amounts into different currencies accurate. If you are developing a customization that requires amounts to display in different currencies, be sure to place these controls on your customization. Dashboards Dashboards are flexible and powerful tools that provide easy access to critical information in a real-time environment. Custom dashboards are more powerful with the Epicor 9.05 release. Use the developer mode of the Dashboard to create or edit dashboards using the new features. Menu Path Navigate to this program from the Main Menu: • Executive Analysis > Business Activity Management > General Operations > Dashboard Managing Dashboards Run, modify, deploy an individual dashboard, or deploy all your dashboards in the Dashboard Maintenance program. You can also generate the web form of your dashboards, all from this central location. Menu Path Navigate to this program from the Main Menu: • System Management > Utilities > Dashboard Maintanence Important This program is not available in the Epicor Web Access™ interface. You can launch this program ® from an Epicor Smart Client (Windows ) interface. 48 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights Updatable Dashboards Use the updatable dashboard functionality to display updatable Business Activity Queries (BAQs) on a client or a mobile device dashboard. When you create a dashboard for a mobile device, select a mobile device profile which specifies the available dimensions (height and width) for the program. The profile modifies the design interface so you can preview the custom dashboard. When you create a dashboard for an Epicor Web Access (EWA) form, it creates a lightweight base form to handle most of the processing on the server. If you create an EWA form to use on a mobile device, the Epicor application first creates the lightweight form and sets up the mobile device definition. Examples of updatable dashboard include: • A form consisting of one updatable BAQ to display Detail and List sheets. Use this updatable dashboard to enter and edit simple records. • A complex dashboard which contains multiple views, graphs, URL pages, and so on. Some of the sheets or panels on this complex dashboard are updatable. • A mobile application which is sized appropriately for a specific mobile device. One or more sheets can be updated, and the sheets are tabbed or sequentially paged to organize data entry flow. • A simple or complex application with sheets and panels that support multiple dirty rows. The term dirty row refers to modified data not yet saved to the database. You can make a number of changes to a record, like selecting a series of check boxes across different rows, before records are saved to the database. Workshop - Create an Updatable Dashboard In this workshop, create an updatable dashboard to update the customer information. In order to complete this workshop, you must complete the Workshop - Create an Updatable Query found within the Business Activity Queries section. Add Customer Query to Dashboard Create a new dashboard using the query that updates customer information. Navigate to the Dashboard. Menu Path: Executive Analysis > Business Activity Management > General Operations > Dashboard 1. From the New menu, select New Dashboard. 2. In the Definition ID field, enter CustomerUpdate. 3. In the Description field, enter Customer Update. 4. From the New menu, select New Query. The Dashboard Query Properties window displays. 5. In the Query ID field, search for and select EPIC06-Customer01. 6. Navigate to the Publish sheet. 7. In the Publish Columns section, select Customer.Name check box. 8. In the Titlebar Subscriber section, select the Publish to Title check box. Epicor ERP | 9.05.701 49 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools 9. In the field above Title caption, select Customer.Name. 10. In the Title caption field, enter Customer: and click OK. 11. Navigate to the Dashboard sheet. 12. On the Standard toolbar, click Refresh and view the grid that displays customer information. Modify Customer Grid Properties 1. In the tree view, right-click the EPIC06-Customer01 grid icon and select Properties. The Dashboard Grid Properties window displays. 2. In the Caption field, delete the content and enter Customer List. 3. Select the Updatable check box. When you select this check box, in the General sheet, the Prompt check boxes display for each field, allowing you to select the fields you want to make updatable in the dashboard. 4. Verify all columns have the Visible check box enabled. 5. Click Update All. Notice the Prompt check box displays for all columns that allow data updates as defined in the EPIC06-UpdateCustContacts BAQ. Important In the following workshop, you will use the Uptake from Excel functionality to update the Epicor application using the data displayed in the Customer Contacts grid. The Excel Uptake requires that the number of visible column has to match the number of updatable columns. 6. In the Dashboard Grid Properties window, click OK. The new caption displays in the tree view and grid header. 7. Click Save. Add Tracker View for Customer Query You can use tracker views as an advanced search mechanism, and to create new or update updating existing records. 1. In the tree view, right-click the EPIC06-Customer01 query icon an select New Tracker View. The Dashboard Tracker View Properties window displays. 2. In the Caption field, delete the content and enter Advanced Search. 3. Select the Updatable check box. 4. Click the Update All button. 5. In the Dashboard Tracker View Properties window, click OK. 6. On the Standard toolbar, click Save. 50 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights Test Updatable Dashboard 1. From the Tools menu, select Deploy Dashboard. 2. In the Deploy Dashboard window, click the Test Application button. The dashboard displays for testing. 3. On the Standard toolbar, click Refresh. 4. In the Customer List pane, select the record for Addison. The Advanced Search populates with all contacts for this customer. 5. In the Address2 field, enter your address. 6. On the Standard toolbar, click Save. Notice the Customer List updates the information for customer Addison. You can also change any information directly in the Customer List grid. 7. Exit the testing dashboard. 8. In the Deploy Dashboard window, click Cancel. 9. Remain in the Dashboard. Excel Uptake Enhancements The Uptake from Excel functionality allows you to add new records or update existing ones using a Microsoft® Excel® spreadsheet. The Uptake from Excel functionality uses an Open XML, which is an XML-based file format developed by Microsoft. It is the default document format for saving applications in Microsoft® Office® starting with Office 2007. To perform any data transactions using Uptake from Excel, the Excel spreadsheet needs to be saved in Office 2007 format (*.xlsx). Important If you use previous versions of Microsoft Office, install the Microsoft Office Open XML compatibility pack. http://office.microsoft.com/en-us/products/HA101686761033.aspx Uptake from Excel supports multithreaded updates. Use this function to specify how many threads to use at a time to make updates. You can specify up to 10 submission threads. Multi Threaded Save Use the Multi Threaded Save functionality when you want multiple rows to update through a series of threads. This functionality improves performance when you have a large amount of data to save on an updatable dashboard. If you activated multi threading or you wish to save the records through this process, you launch the Multi Threaded Save window and indicate how you want the updatable dashboard to save your records. You can access this functionality from the following places on the updatable dashboard: • Excel Uptake Properties -- As you import data from an .xlsx spreadsheet, you can select the Multi Threaded Save check box. When you click Save on the dashboard, the Multi Threaded Save window displays. Epicor ERP | 9.05.701 51 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools • Actions Menu -- Select the Multi Threaded Save option from this dashboard menu. • Save Button -- From the dashboard menu, click the Down Arrow next to the Save button; select the Multi Threaded Save option. Workshop - Uptake from Excel In this workshop, copy the data from the Customer List grid into Microsoft Excel, modify it and upload the new information into the database using the spreadsheet. Create a Spreadsheet The first step in using the Excel Uptake is to create the spreadsheet you will use to modify the database information. 1. Verify the CustomerUpdate dashboard you created in the Workshop - Create an Updatable Dashboard is open. 2. From the Tools menu, select Deploy Dashboard. 3. In the Deploy Dashboard window, click the Test Application button. The dashboard displays for testing. 4. On the Standard toolbar, click Refresh. 5. Right-click in the Customer List grid and select Copy to Excel. The list of customers displays in Microsoft Excel. 6. Modify the information for customers of your choice. For example, enter or modify the information in Address2, Address3 or Postal Code field for several customers. 7. Once finished, click Save As > Excel Workbook. 8. In the Save as type field, verify Excel Workbook (*.xlsx) displays. 9. In the Save in box, select Desktop. 10. In the File name field, enter Uptake.xlsx and click Save. 11. Exit Microsoft Office Excel. Uptake From Excel 1. In the testing dashboard, from the Actions menu, select Uptake from Excel. The Excel Uptake Properties window displays. 2. Click the Browse button. 3. In the Open window, select Desktop. 4. Select the Uptake.xlsx file you created and click Open. 5. Select the Skip Header Row check box. 52 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights 6. Verify the Multi Threaded Save check box is selected. 7. Click OK. The updated information displays in the grid. 8. Click Save. The Multi Threaded Save window displays. 9. In the Submission Batch size field, enter 5. This field controls the number of records save in one thread. When you save the data, these records all process at the same time. 10. In the Submission threads field, enter 5. This field controls the number of threads used to process the data. You can enter up to 10 threads. 11. Click the Start button. The Processing Statistics section now shows you the progress of the Multi Threaded Save. As records are saved to the database, the values in the Records Processed and Percent Complete fields increase. 12. Once the Percent Complete field displays 100, click Close. 13. Verify the grid displays customer information changes. Tip To test the information has been changed in the database, you can right-click the Cust.ID column for a customer with a modified record and select Customer Display. 14. Exit the testing dashboard. 15. In the Deploy Dashboard window, click Cancel. 16. Exit the Customer Update dashboard. Dashboard Interface Types The Dashboard Designer now contains functionality which defines the interface output for each dashboard. Available dashboard interface types: • Smart Client Dashboards: This interface displays a dashboard within a standard Epicor smart client installation. • Epicor Web Application Dashboards: Use this dashboard interface to display within a web-based application like Epicor Express. • Mobile Device Dashboards: The mobile interface displays dashboards within a mobile device such as the iPhone® or a Blackberry®. Epicor ERP | 9.05.701 53 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools Workshop - Deploy the Dashboard In this workshop, deploy a dashboard you created as a smart client program, a web client program, or a mobile device program. Deploy Smart Client Application and Web Form 1. Verify the CustomerUpdate dashboard you created is open. 2. From the Tools menu, select Deploy Dashboard. The Deploy Dashboard window displays. 3. In the Deploy Dashboard window, select the Deploy Smart Client Application, Add Favorite Item and check boxes. 4. Click Deploy. Building the dashboard assembly process may take few moments. The following are the expected results: • The dashboard is deployed as a finished assembly to : \\\Epicor905\Server\CustomDLLs\Epicor.Mfg.UI.App.CustomerUpdate.dll • The dashboard is placed as an icon within the Favorites Bar > Dashboard Assemblies. You can then launch this dashboard by double-clicking this icon. • The dashboard is generated as a web form and it can be displayed in a web browser using Epicor Web Access. 5. In the Deploy Dashboard window, click OK. Deploy Mobile Dashboard In this workshop, create a mobile version of the CustomerUpdate dashboard. 1. Verify the CustomerUpdate dashboard you created is open. 2. From the Tools menu, select Generate Mobile Dashboard. The Generate Mobile Dashboard window displays. 3. In the New Definition ID field, accept CustomerUpdate_m. 4. Select the Show in Designer check box and click OK. The Generate Mobile Dashboard message displays. 5. To the message, click OK. 6. Verify the Mobile sheet displays. View the environment similar to a mobile device. 7. Click the Refresh button to populate the data. 54 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights 8. Use the navigation buttons at the bottom to switch between the Customer List and the Advanced Search tracker. 9. From the Tools menu, select Deploy Dashboard. The Deploy Dashboard window displays. 10. Select Generate Mobile Application and Available for Mobile Menu check boxes. 11. Click Deploy. 12. Once finished, click OK. 13. On the Standard toolbar, click Save. Your mobile dashboard is now available for use. To display a mobile dashboard, Epicor Mobile Access must be installed and operational in your environment. 14. Remain in the Dashboard. Publish Dashboards Use the publish views functionality to publish views from one dashboard and make them available on another dashboard. The published view displays in the Available Views panel on any dashboard. This feature gives you a convenient way to display any view for reuse on another dashboard. Use the View menu of Dashboard to view all published dashboards. Workshop - Use Publish View In this workshop, publish the Customer List grid from the Customer Update dashboard and reuse it on a new dashboard. Publish View from Dashboard 1. In the tree view, right-click the Customer List grid icon and select Publish View. The Published View Properties window displays. Tip Another way to publish a view is to navigate to the Dashboard Grid Properties window and select the Publish View check box. 2. View the Dashboard Caption field that displays the source of the view. 3. In the Published Caption field, enter List of Customers. 4. In the Group field, enter Group 1. Tip Use this field to assign views to specific groups, based on their functionality. 5. In the Description field, enter List of customers. 6. In the Published View Properties window, click OK. Epicor ERP | 9.05.701 55 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools 7. From the View menu, select Published Views. At the bottom of the tree view, the Available Views panel displays the list of all published views within the Epicor application. 8. In the Available Views panel, verify List of Customers displays. When you hover over the published view, the description displays. 9. On the Standard toolbar, click Save. 10. On the Standard toolbar, click Close All to clear the dashboard. 11. To the warning message, click OK. 12. Remain in the dashboard. Create a New Dashboard 1. In the Dashboard, click New and select New Dashboard. 2. In the Definition ID and Description fields, enter Customer Shipment. 3. Click New and select New Query. The Dashboard Query Properties window displays. 4. In the Query ID field, enter zshipments01 and press Tab. 5. Navigate to the Publish sheet. 6. In the Published Columns, select the ShipHead.CustNum check box. This field will be used to synchronize the information between views. 7. In the Dashboard Query Properties window, click OK. 8. Navigate to the Dashboard sheet. 9. Click Refresh and view the data displays in the grid. Load Published View 1. In the Available Views panel, select List of Customers and click the Load Published View icon. The Customer List displays in the tree view of the current dashboard. Tip Another way to load the published view is drag and drop the view from the Available Views panel to the tree view of the dashboard. The next step is to synchronize the information displayed in the Customer List by using the publish and subscribe functionality. 2. In the tree view, right-click the Customer List grid and select Properties. The Dashboard Grid Properties window displays. 56 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights 3. Navigate to the Filter sheet and select the following information: Field ColumnName Condition Value Data Customer.CustNum = (equal sign) zshipments01- customer shipments: ShipHead.CustNum 4. In the Dashboard Grid Properties window, click OK. The information from both queries is now synchronized. 5. Click Save. 6. Click Refresh. 7. In the upper grid, select different packing slips and notice customer information displays in the Customer List grid. 8. Exit the dashboard. URL Query Phrase Subscribers The new new capability of the Dashboard allows a URL to change based on data values published within the Dashboard. This featue is particularly useful for referencing pictures, specifications, or other static content without having to add a specific URL as a UD field in numerous records. While adding a new query to a Dashboard, publish a field that you will later use as a query phrase subscriber. Use the Dashboard URL / XSLT Properties window to set a publisher to a specific replacement token on a URL phrase. Example Use the Dashboard Query Properties window to publish a field from a query, for example, Part.PartNum. On your local drive, create a folder that includes pictures of parts you wish to display in a Dashboard. Make sure the naming of pictures is equal to application part names. Add a New URL/XLST View. In the URL/XSLT Address field, specify a path to a folder and replace a name of a picture with token. For example, c:\PartPictures\[MyParts]. In the Query Phrase Subscribers section, set a publisher to Part.PartNum and in the Token field, enter [MyParts]. As you change rows in a grid, the URL pannel displays a picture of a selected part. Integration with Performance Canvas Use the new capability to add a Performance Canvas dashboard as an embedded URL panel on Epicor dashboard. Note Before you create a new reference, on the Company Configuration > System > Epicor Everywhere sheet, enter a valid Performance Canvas URL address. Within an Epicor dashboard, use the New URL/XSLT View to create a reference to an existing Canvas. Use the Query Phrase Subscriber section to set a Performance Canvas subscriber, where Canvas Slicer will respond to Query publications. This functionality is currently available in Dashboard runtime, deployed Dashboard assembly and Epicor Web Access™. Epicor ERP | 9.05.701 57 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools Data Tagging Data tagging is the ability to quickly identify or categorize records in the Epicor application. A tag is an unstructured text value that provides a way to group unrelated records in searches for quick access. The following features are available to facilitate this functionality: • Tag Maintenance: This maintenance program is available on context menus throughout the application. Use Tag Maintenance to create the personal and group tags you want to apply to records. • Search Programs: All search programs now contain functionality to select records by unique tags. • Enterprise Search: Use this global search application to search across all records by tags. • Business Process Management (BPM): A new directive condition was added to monitor data linked to a specific tag. Use this condition to launch actions on tagged data. To add personal or shared group data tags to any record throughout the application, right-click a field and select Tag Record. You can add as many data tags as necessary to a record, each separated by a space. Because the tags are space delimited, you cannot include a space as part of a data tag. Private data tags are associated with your user account and can be entered into the My Tags field. No other user account can retrieve, edit, or view your private tags. Public data tags are available to all user accounts. Enter public tags into the Shared Tags field. System Administrators use Data Tag Maintenance to manage the tagged data. The Action menu provides two options: • Purge All: After you complete a search for all the data tags, use this option to purge the returned set. • Purge Selected: After you complete a search for data tags, select the check box next to the specific tags you want to delete. Use this option to purge all selected data tags. Data Tags and BPM Directives BPM method and data directives leverage data tags to create custom application functionality. Use a condition statement to check for the presence of a data tag on a record. For example, use a condition statement to send an e-mail when a tagged record is modified. Use BPM actions to add to or remove tags from a record. Adding a tag to a record means that a previously untagged record display in your updated Data Tag search results. For more information, refer to the Business Process Management topic in the Application Help. Menu Path Navigate to this program from the Main Menu: • System Management > Utilities > Data Tag Maintenance Epicor Web Access Data Tag Support You can now attach data tags to records created through the Epicor web client interface. Use this functionality so that any records created through the web client interface can be included in data tag search results. 58 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights Workshop - Create Public Data Tag In this workshop, create public data tag for order records. By doing this, a number of sales orders is grouped and can be retrieved easily by a manager to review them. Add Data Tags To Order Records From the Options menu, select Change User and log in as JBailey/JBailey. Navigate to Sales Order Entry. Menu Path: Sales Management > Order Management > General Operations > Order Entry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Order Entry 1. Search for and select any open order record. 2. On the Summary sheet, right-click the order number and select Tag Record. The DataTags window displays. 3. In the Shared Tags box, enter Review. 4. In the DataTags window, click OK. 5. Click Save. 6. Search for and select a different order record and repeat steps 2 through 5. 7. Exit Sales Order Entry. Retrieve Tagged Records From the Options menu, select Change User and log in as manager/manager. Navigate to Sales Order Entry. Menu Path: Sales Management > Order Management > General Operations > Order Entry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Order Entry 1. Click Sales Order. 2. In the Sales Order Search window, navigate to the Data Tags sheet. 3. In the Data Tags box, enter Review and click Search. Notice the Search Results grid displays orders you tagged in the previous task. 4. Click Select All and click OK. Orders are now retrieved and ready for manager's review. 5. Exit Sales Order Entry. Epicor ERP | 9.05.701 59 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools Documentation and Education Documentation and Education includes online help, courses, and application features that are designed to support your productivity as you use the software. Browse Navigation Online courses and the Feature Summary have browse navigation. You can click the arrow buttons that appear at the top or bottom of a topic or use the arrow keys on your keyboard to move back and forth through the topics. If your mouse hovers over an arrow button in a topic, a tool tip displays the title of the previous or next topic. Embedded Slide Shows Slide show presentations are available within courses to be used in classroom and virtual training environments. The slide shows work across all major browsers and are operated much like PowerPoint®. Content authors and trainers collaborated to create the presentations. A link to the slide show is available in the "Before You Begin" topic of each course. Show/Hide Table of Contents Click this button ( in the banner of the application help, education courses, or Feature Summary to show or hide the table of contents. ) Electronic Data Interchange Electronic Data Interchange (EDI) is utilized by many mid- to large-sized suppliers to manage supply chains more efficiently. The EDI functionality provides an interface for managing and exchanging electronic documents with your trading partners. It offers direct integration with your Epicor data, reducing the turnaround time on schedule changes and additions. It also eliminates potential data entry errors. Once EDI is properly configured, you can send and receive EDI documents with both your customers and suppliers. Epicor recommends the EDI solution delivered by TIE Commerce. However, other EDI solutions can be used with the application as well. EDI Server Side Logic To improve the EDI performance, the current EDI workflow has been moved to a server code, providing a UI to allow the customers to modify possible errors during the process. The customers and consultants are allowed to write their own validations and conversion mappings through Custom Hooks similar to those done for AR/AP import. If validations fail then users can fix the data in the Demand Workbench, which has the same concept as the Integration Workbench for Multi-Company, and then cancel or resubmit it to continue the import process. 60 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Epicor 9.05.600 - 9.05.607 Feature Highlights This new application is available only within EDI / Demand Management and it acts as replacement of the Task Monitor on Service Connect. Enterprise Content Management The Enterprise Content Management functionality contains the features you use to manage and link outside documents to specific Epicor records. These attached documents can be stored on your network either within a server file location or within a Microsoft® SharePoint® sit library. Once you define where your source documents will be stored, you can then indicate which file formats are available to attach onto Epicor records within the current company. To prevent these file formats from being used everywhere, however, you can also restrict which formats can be attached to which specific Epicor records. You can then further define how these files interact with the SharePoint library and/or the external file system. To complete the setup, you then indicate which third-party programs automatically launch when users select the attached file. Email Attachments You can directly attach email message files (.msg format) to Epicor records. You do this by clicking and dragging email message files to the Epicor records. The .msg files are automatically attached to the Epicor record. This feature eliminates the previous process where you had to place .msg files on your desktop before you could attach them to records within your Epicor application. Searches Overview Search programs are available throughout the application. Use these programs to find and select specific records to open within another program. Use each search program to filter and organize the search results through record-specific criteria. You can launch search programs by clicking a button found next to a key field or on the Navigation toolbar. Within Customer Maintenance, for example, you click the Customer button to launch the Customer Search program. Within Sales Order Entry, you click the Sales Order button. On either program, you can also click the Search (Binoculars icon) button on the Navigation toolbar to display their respective search programs. Some fields also have a Triangle icon in their top right corners. If you right-click these fields, you display a context menu that contains an Open With... sub-menu. This sub-menu displays links to the various search and entry programs related to the selected field. You can launch a search program by selecting the appropriate link. Regardless of the way you launch the search program, each program has identical functionality you can leverage to locate the records you want. The Basic tab contains the primary search fields available for each program. The Quick Search tab displays any user-defined configurable searches available; you can create quick search options exclusively for your user account or share them publically throughout your company. The BAQ tab contains a list of business activity queries you can use to generate search results; these queries are either system or custom queries. The Advanced Search tab gives you access to related dashboards that each contain a complex series of searchable fields which return precise search results. Other functionality, like Data Tag Searches and Named Searches are also available to improve the accuracy and performance of searches. Leverage this powerful functionality to return the records you need. Example You are searching for sales order 3014. You launch Sales Order Entry and click the Sales Order button. In the Sort By field, you select the Sales Order option. In the Starting At field, you enter 3000. Click Epicor ERP | 9.05.701 61 Epicor 9.05.600 - 9.05.607 Feature Highlights Epicor 9.05 Delta Education - Tools Search, and the search grid returns all the sales orders that start with 3000. These records are also sorted by sales order number, so you quickly find sales order 3014. If the record for which you are searching has multiple tables like orders, jobs, customers, suppliers, and so on, and you select multiple records in the Search window, the program's Tree View only shows the one record in context. Use the navigation functionality within the Tree View to go between tables or pages within that record. The Navigation toolbar contains a list of all the records you selected in the Search window. Enterprise Quick Search Any field that supports searching can be configured to use Enterprise Search. You can then search for records and return a record of the appropriate type to the search field. You can set up these configurations per each user or share this functionality across the entire company. Quick Searches - Suppress Base Use the Suppress Base feature to prevent users from launching the base search form within a quick search. The Suppress Base check box indicates whether the base search form is available to users. If this check box is selected, the Base Search button does not appear on the quick search window. Users are then prevented from displaying the original search form. To override this setting, users can press the key while clicking the search button; the base search form will launch instead of the quick search. Access Quick Search If you have user rights, Quick Search Maintenance can be launched from context menus throughout the Epicor application. To create a quick search for a specific field (for example, Customer), right click this field. The Quick Search Entry option will appear at the bottom of the context menu; select this option. Epicor Search Anywhere Use the Epicor Search Anywhere program to trigger Epicor Enterprise searches from any application through keystroke combinations. You launch this program by clicking an icon in the system tray. Use Epicor Search Anywhere to search Enterprise Search from a spreadsheet application, a word processing application, or an email. Search Anywhere also contains functionality that returns search results to the application from where you started the search. 62 Epicor ERP | 9.05.701 Epicor 9.05 Delta Education - Tools Conclusion Conclusion Congratulations! You have completed the Epicor 9.05 Delta-Tools conceptual course. Please take a moment to let Epicor University know how to serve you better by completing an evaluation at htt p://www.keysurvey.com/survey/379199/e92f/. Your feedback provides the guidelines for the future direction of Epicor University offerings. Epicor ERP | 9.05.701 63 Additional information is available at the Education and Documentation areas of the EPICweb Customer Portal. To access this site, you need a Site ID and an EPICweb account. To create an account, go to http://support.epicor.com.

Epicor905delta.tools

Share

Rating

Date

Size

Views

Categories

Transcript