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‘Epicor 9’ Category

Insights 2014 – Epicor Customer Conference

Wednesday, January 22nd, 2014

 

April 27-30, Mandalay Bay, Las Vegas, NV

http://www.epicor.com/Customers/Insights

 

Insights_2014_main_banner

This year the Epicor Insights 2014 is being held in Las Vegas, NV.     Epicor Insights is a yearly gathering of over 4000 Epicor Customers, Epicor Partners, and Epicor Employees.   The Epicor conference is hosted by the Epicor Users Group and Epicor Corporation.

 

Why should your company send people to Insights?

·         Insights is an excellent education opportunity.

o   Classes – Dozens of 60-90 minute classes are held.  These classes are interactive and allow questions.   These classes are given by other Epicor Customers, Epicor Partners, and Epicor Employees.

o   Hands-On Labs – The labs are more detailed and hands-on with lab exercises to enter into Epicor and view the results.   Two people share a computer to perform the exercises.

o   Extended Educations Session-These sessions are offered the Saturday and Sunday prior to the conference.   These sessions are much more in-depth than the conference labs.    Each of these training sessions cost an additional $250 over the cost of the conference.  Smaller class size, product-specific training with access to technical experts.

o   Solutions Pavilion – A room where Epicor and the Epicor Alliance partners demo solutions that extend the Epicor application.    This is an opportunity to meet face-to-face with personnel to answer your business and technical questions.    During pavilion hours it can be quite busy.  If it is to busy, request an meeting with the person during non-pavilion hours.

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Epicor 9 Quick Tip

Wednesday, October 9th, 2013

Inquiry History

Some Epicor screens keep track of the data you have been using.  This works very similar to who Microsoft Office works.  This history is found on the File menu.

 

The first time you open a screen like Customer maintenance the File menu looks like this:

 

Look up Addison, Boeing and Dalton.

Close the Customer Maintenance screen.

Reopen the Customer Maintenance screen and look at then File menu. Notice the three customers listed below the Exit.

Click on the Addison line and Epicor will load the Addison information into Customer Maintenance.

Last Used History

Thursday, August 15th, 2013

Getting to recently used records

Some Epicor screens keep track of the data you have been using.   This history is found on the File menu. It’s a fairly common feature in most modern Windows applications like Microsoft Word or Excel.

The first time you open a screen like Customer maintenance the File menu looks like this:            

clip_image002

Look up Addison, Boeing and Dalton.   Close the Customer Maintenance screen.

Reopen the Customer Maintenance screen and look at then File menu.  Notice the three customers listed below the Exit.

clip_image004

Click on the Addison line and Epicor will load the Addison information into Customer Maintenance.

 

Themes and Styles in Epicor 9

Friday, July 12th, 2013

How to differentiate between Companies in Epicor

Epicor 9/9.5 is very flexible to meet your corporate structure. You can have multiple databases, multiple companies in one database, multiple plants with in a company, and any combination of the above. A company can also create copy of the production database for testing or for archival reasons. One example of keeping an archival copy is to make a copy at yearend, before all of the yearend adjustments. You could go the archived copy for research.

If security permits, a single person can have access to some or all of the above corporate structure.

To access a database in a multiple database environment, separate icons are created and used.

To access multiple companies in one database you can click on the company in the tree or use Options à Change Company.

To access multiple plants in one company you can click on the plant in the tree or use Options à Change Plant.

Except for displaying the company and the plant on the bottom line of the main menu it is difficult to keep track of where you are. All of the screen use the Epicor blue styling. It is very common to enter data into the wrong database, company or plant.

This can be fixed using styling and themes. Using the Answerbooks below you can change the screen colors to make it easier to determine where you are.

AnswerBook #: 5856ESC STYLING Need a way to distinguish the test and production database

AnswerBook #: 3927ESC STYLING How to setup a Corp Theme and change the Favorites by Company

AnswerBook #: 6153ESC STYLING How to distinguish different plants using style themes.

For more information look at the Styling and Theme Course manual or the Epicor ICE User Experience and Customization Guide.

Epicor Email Integration

Saturday, July 6th, 2013

 

One of the nice features in Epicor is its built in integration with email.   This feature is embedded in many Epicor screens.   The following example is Sales Orders entry and a customer contact.  By right-clicking on a contact name and choosing “Email”, you can email the contact. 

 

clip_image002

 

Of course the contact must have an email address.

 

If the Email option is grayed out the check the following:

·       Verify all Email and SMTP fields are entered in

System Management > Company Maintenance > Company> System tab > General Setting tab

·       Verify the user account has a valid email address.  This is found in the following: System Management > Security Management > User Security> Detail tab > Email field