Epicor ERP v10 Structure and Navigation

Introduction

• Presenter: Randall Whiteman
• Focus: Structure of a typical program in Epicor ERP v10 using the demo instance.

Key Sections of the Interface

1. Program Menu Toolbar

• Location: Top left of the screen.
• Common Menus: File, Edit, Tools.
• Actions Menu: Program-specific options (e.g., customer maintenance actions).
• Helper Menu: Standard Epicor helpers.
• Tools Options: Enable memory cache for quicker loading.

2. Standard Toolbar

• Features include:
  • New Button: Creates new records; options vary by context (e.g., new contact under customer).
  • Save Button: Saves current work.
  • Delete Button: Deletes selected records.
  • Clear Button: Clears screen to load new records.
  • Undo Button: Reverts last action.

3. Search Functionality

• Search Button: General search within the application.
• Highlighted Field Labels: Indicate clickable search options (e.g., customer number ellipsis).
• Advanced Search Screen: Features, sort, filter and select functionalities.

Navigation & Shortcuts

• Microsoft Alt Key Navigation: Access various menus using Alt + underlined letter shortcut (e.g., Alt+F for File menu).
• Context Menus: Right-click to access options (e.g., 'Open With' for related applications).

Grids in Epicor

• Customizing Views: Move columns, group by headers, show summaries (sums, averages, etc.).
• Filtering Data: Activate filters in columns for detailed views.
• Exporting Data: Simple extraction to Excel, including grouped and summarized data.

Practical Use Cases

1. Customer Tracker

• Tree View: Expands to show specific information shortcuts (e.g., price lists, contacts).
• Grids: Applied extensively for data management (e.g., order history, product quantities).

2. Sales Order Entry

• Action Menu: Varied options at order and line levels (e.g., get quote information, print documents).
• Sheet Tear-offs: Rearrange sheets for a customized user interface.
• Saving Layouts: Save custom formats for consistent user experience.

Tools Menu Options

• General Settings: Memory cache, transaction prompts, global options (e.g., status bar settings).
• Hotkeys Setup: Custom keys for high-volume transactions.
• Dialog Control: Toggle confirmation prompts for actions like add, delete and undo.

Conclusion

• Contact Information: For more content, subscribe to Whiteman Online YouTube channel and visit the website.