hello I'm Randall Whiteman today I'll be running through the structure of a typical program in epicor erp version 10 using the standard epicor demo instance let's get started so we've logged into epicor and I'll go into the favorites and open up the customer maintenance application the first part of the program interface that we'll focus on is the program at menu toolbar which is in the top left of the screen so the first three toolbars menus are common across all applications the file edits and tools one option in the on entry in the Tools menu which we'll focus on is the options and just to say that when you first open an application go into the tools options and turn on memory cache which will make it faster to load the application next time you go into the application it means that you're only downloading the data for the application not at the structure of the application itself from the upper course server ok and then the Actions menu is specific to the program that is currently open in this case we are showing actions that relate to the customer maintenance application and later in the demo will show sales order entry and we'll see the actions are very different specific to sales order entry and we also have standard Epicor helper as the last menu ok so there are a number of ways of setting up hotkeys in Epicor the standard Microsoft Alt key can get to the so if we press alt you can get to the file edit tools by either just using the normal alt and the underlined let us so in this case F alt F will bring up the file and then we can use the arrow keys to move up and down the the menu structure using a cross and so the normal Microsoft standard way of using the Alt key for navigate just next a bit faster if users are using the keyboard more than the mouse that I have to go to the mouse to get to the actions and then file menu okay so next is the standard toolbar and on the left hand side the buttons is the new button so there's the new button itself and it is also a drop-down and we'll see in the drop-down there are many options for for new you what we get what we can do so it's good time just to explain the basic structure of the epical application so the the forms the sheets in a hierarchical nature so under customer we see the customer tab and we're currently showing the detail customer detail if we move across under customer we also have additional which is a different sheet now how this relates to the new button if we have for instance the contacts our contact is installed in a different table to the customer information itself so if we drop down we can see new contact so when we have a customer showing we're displaying the customer detail or we are creating a new customer new contact will become active and we can create a new customer contact when we are on the contacts screen itself clicking the new button will create the customer contact because the context is currently the contacts ok so that's the new button then we have save delete and so on and there are other buttons specific mentor to mention is the Clear button so if we have data if you have a record showing and we want to make sure that we clear the screen so we can load up a new customer you can click the Clear button just to be confident that all the existing data is has been cleared from the application there's also the undo button so if we are if we have mistakenly created a new contacts for instance then we can use the undo to clear that last action okay now next along is the search functionality so we've got the search button here now there are in on the screen showing there are two ways of searching for a customer we can use the search button here and also when there's master data so this is where we enter a customer number either a new or existing customer and although it's not shown as a clickable button when we have these this highlighted field labels they are a button and we show the ellipsis three dots next to it we can click on that that'll bring up the customer search close down that one same as since we are in their customer maintenance application the search at the top will bring us up to customers search ok now the search screen there's lots of functionality I'll just show the basic functionality the sort by and starting at common across all data search screens and then the following fields territory and customer type in this instance are specific to the data being searched for in this instance the cost search okay so we won't put any that we we enter data in here to filter the search and then we can click the search button in this case I just did an open search okay now so that will bring up the customers or the data matching the the filtered criterion now just like normal Microsoft you can click you can shift to choose multiple you can use control to choose non-consecutive and you can all sit on the bottom select all to select all of the the records in this case we'll just select just three and okay to bring those customers back now the customer maintenance application itself is single customer specific but the records we just shows up in the navigation we can see the three say if you want to click on for Berenstain engineering now the Berenstain customer data is shown in this case we'll keep with Edison and you can use the back and forward and first and last buttons to move between the selected records okay also on the data the master data input field you can right click now this one is is not obvious you can right-click and bring up the context menu and the really important point here is the open with functionality so that you can go to another application and a related application to the one that we're currently in the customer master comes to maintenance and we can go to the other application specifically in the context of the currently selected data so the customer Edison in this case we can say create a sales order or we can go to the customer tracker in epic or the inquiry screens and inquiry applications called trackers ok so let's go to the customer tracker and we'll bring that up I'm not sure if I have that memory cached or not let's take a little while maybe I don't so what we'll see is on the the left hand side we have the tree view now this is showing specific information so it's a programmed interface is not showing not showing everything it's like a shortcut to get to for instance price list so price list 0 9 l2 we could go in and show financial price lists and we see there the two price lists so this would be a way of just going straight to a shortcut to that particular information and similarly with contacts okay now in this one we also have the ability to expand the tree and collapse the tree and so we'll kind of look at grids now and could use various pieces of information in here for instance in voicing information today we use the orders so I'll have a look at all orders now because there are so many related pieces of data in this one customer tracker it's like we've got many applications built into one we don't when we bring up the customer it doesn't automatically retrieve the the data because we would be retrieving so much data that we wouldn't need so but default we need to go and retrieve the data now the grid in epic or grid functionality is really really like a lot of Excel like functionality so I'll just show obviously there's many business business cases of what data should be shown without any particular reason I'll just show the functionality so you can re sequence columns so the order column is currently left so we want to bring the line across we just hold down the on the header and drag the header to move the column so let's move so line pío and let's say we also would like to see the need by date which is over here we can just bring that across and also would like the part into the quantity so here's the part and here's the quantity of the sales order says its sales order line information okay so that's moving the columns around now so we'd like to group the data so in this instance let's just right-click on the the grid headers and we need to activate the group buyer functionalities I just click on show group by ok now the field that we would like to the data we would like to group by all we need to do is drag the header the column header into this drag a column header here area and let go of the button and we can see it's now grouping by the customers PA reference purchase lot of reference okay now say we'd like to also see okay on the customers purchase order reference how many so what's the quantity of product doesn't matter across all the different types of products that has been that have been ordered just how many product so we'd like to do some aggregations again let's right click on the header in from header area and activate show summaries now we can see the aggregation simple comes up the summaries symbol and on the quantity let's choose some so we'll sum the quantity and we can see we have other summary calculation average count max min okay and we get the sum down here okay we also have the ability to filter so again right-click the column header activate show grid filters and now we have the familiar filter funnel symbol and so we'd like to filter on the date we can choose to choose just an existing filter by an existing value just click on the value and we have some others including a custom now I go through the functionality in this particular instance that we do have specific functionality of custom and the ability to add multiple criteria in the custom filter now what are the very very cool features of the epic or grids and standard in the standard ERP application is the ability to extract to Excel very simply so anyway I just right click on the grid and copy to Excel and in just a moment and it will bring up and it's also grouping by the grouping as it did on in the application in the epical application as we can see here including the summary of the quantity field okay with the grid functionality if it's if we are in an entry applications so if we are entering sales order lines for instance there is a grid in the sales order entry application where we can just cut and paste so in this case it's not an entry system activated but you can paste it insert to create new records you know transactional or a data entry grid and you can also paste update so what you can do is select select data from a grid take it out to excel update the use some calculations in Excel to update the values and then paste back and update the values in the epical application thanks for very fast data maintenance using the core standard application now go and have a look at the sales order entry and i've look at some of the sheet in from the sheet application sheet functionality okay so the other other part to note is if we leave the this particular orders that all orders tab at the sheet set like this then or remain like that for this particular logged on user so you get the grid setup as you would like it and then every time you go back into the application it's there in the same format all right said it's coming out of customer by customer track we've closed down the customer tracker to close down an application you can either file exit or just use the X in the top right hand corner and let's go over to order entry sales order entry all right now so just got a it has put an order in I believe this is one that has some information including multiple lines it does there are five lines so by default we can see that we would have a summary on the sales of entry and also the header information including groupings of information additional information about the sales order miscellaneous charges comments for instance there's no data in this particular order it also the line level we have the detail of one particular line we have a list of multiple lines and this is where we can paste insert additional lines and we have so miscellaneous charges say Freight or other service charges and also we have comments so now I'm going to show you just a way of with the standard application how we can use the actual festival let's see the Actions menu so we'll see here there are many actions and often the Actions menu have sub menus so at the order level we have certain actions order lines something called a release in epic or credit card then we also see that we have the ability to get information from a quote or print a sales or acknowledgement document or a pro forma invoice directly from the sales or entry so that access to a lot of additional information and this is in addition to using the the right click open with to get to other applications related to this sales order okay what I'm gonna show is the ability to use tear off placement of sheets so that we can rearrange the screen and just show it a little more user-friendly it's not customization this is no code changes it's just the ability to reformat a screen for this logged on user okay so those sheets that I showed earlier let's say we'd like to see we commonly go into the hoarder at the header level the detail the miscellaneous charges and the comments and let's say the line level we often go into the detail the list of all the lines and so for each line we look at miscellaneous charges and comments let's just look at a way that we can set up those header and line screens to be a little more user-friendly okay so first of all at the tabs we can rearrange the tabs by by clicking and dragging the tabs I won't do it in this case but the header so what I'll show here is we we can show the detail we also click on the autumn assignees charges tab and just drag it and that will tear off that particular tab and we can place it elsewhere now I'm using a demo machine so let me see if yes it has worked the first time excellent and we're also going to see so now we can show the detail and miscellaneous charges on the same screen now that's also show comments so there are many places we can tear off this sheet end and dock that sheet in this case what I'd like to do if it's going to work for me is tear off and place it excellent and it's now it has shown we're showing now in this case there are no miscellaneous charges and no comments but if there are miscellaneous charges and comments on this particular order then we would see the detailed information for the header so the header information and we would also set the header level miscellaneous charges comments now the lines level what we'd like to see is the list of the lines so just a basic list for a start so let's move those lists that that lists so we see everything at one time and what we would do here we would rearrange like we saw with the grids earlier would rearrange the grid to show them most important most abused information on the left hand side I won't do that in this instance we're just showing a quick demo of the the sheet tear off placement and in the same way we can also show miscellaneous charges and also comments so now for showing the detail we can then also we can hide we can auto hide the tree view if we're not going to use the tree view to give us some more screen real estate and obviously we can expand the whole sales order entry application to show the the full width of the user interface the device that the user is using and now we can scroll down the list of the sales orders and we can see on one screen multiple pieces of information against that sales order line the line okay now to save layout we just right click anywhere on the interface to bring up the the context menu and choose save layouts now if we don't want to say that I out say we've accidentally used the Terra functionality and moved the tabs around accidentally we can reset layouts to base or if we have saved a layout that we would like and we have accidentally made changes we can reset the layout to the last saved statum now also here we can see something at a transactional level a transaction program transactional program we can see the currency toolbar so the the currency is currently US dollars and we'll have a quick look through now in more detail look at the options that are available for programs so we choose the tools menu and options now under general we did so we have the ability to auto populate data I want to show that here we briefly mentioned the memory cache so we should activate a memory cache so it's faster to bring up the application next time it you bring it up we also have hot keys so users who are high-volume users doing fast transactional entry prefer to try and use the keyboard often rather than use the mouse and to move around the interface you can set up hotkeys again it won't show you won't do them but we can see for instance the cut and the delete have so copy already has the the standard Microsoft ctrl C hotkey already assigned for the copy command there are many commands to control different aspects of the interface and you can set the shortcut by choosing the command and then setting the shortcut the F keys that shift in F keys control and a letter or number and different different combinations okay and now we also have in the dialogues so there's different the ability to turn on or off the prompts to come up when actions happen when update adding deleting or undoing actions occur in the system and different actions such as confirm an update on a road change currently we would not receive a prompt when a row is changed confirm an update on a primary key change when data exists then we would get a prompt currently if you'd like to turn it off we just take off the check mark okay and also under global options we have the ability to set up the status bar so I like this particular setup so if you use a screenshots their current current entry screen because they're having a problem with it for instance what we can see is we have the status in the bottom left is ready and we also show the currently logged on user it shows a system manager and then we also have chosen the company site and time so we are in ethical education the main site and what the current time is this was a watchman online presentation for more great content subscribed to the Weissman online YouTube channel and visit to the web site I look forward to seeing you soon at Whiteman online