Category: Epicor 10.0

So if you’ve been running Epicor for at least a month you know that someone wants an email notification when something happens.  Usually it starts with PO Approvals, but as time goes on more and more users wish to be notified when something happens or changes in Epicor.  Before youRead More

Epicor provides the ability for users to personalize their program screens to add or simplify functionality. In addition users can export their personalizations as either a backup or to share with others. Others can then import the personalization file and adopt that personalization. Please note that personalization importing OVERWRITES anyRead More

To facilitate getting data imported into Epicor end masse and quickly, Epicor provides a ‘Paste Insert’ feature into List Views. This way users can copy & Paste Insert data from a spreadsheet into Epicor. This can reduce redundant data entry and speed data entry when done correctly. In this example we will Paste Insert intoRead More

Ever need a BAQ or Dashboard with one or more running totals or perhaps running totals over different ranges or rows and just didn’t know how to do it, or worse were told it wasn’t possible? With Epicor 10 running on a MS SQL database BAQs are much more powerfulRead More

As I previously announced, I presented two sessions at Epicor Insights 2017: Tuesday: DMT PowerShell Scripts, Lessons Learned Thursday: Epicor Search Tools. Here is the content of the Epicor Search Tools session, including the PowerPoint in PDF format presented during the session. Please like, share and/or leave a comment if youRead More

Next week is Insights, the Annual Epicor Customer Conference in Nashville, a great time for education, product announcements and networking.  I will be in attendance and will be leading two customer sessions for one of my clients, Rowmark.  I look forward to networking with as many of you as possible. Read More

While working full-time for two of my clients I needed to procure, test, setup and deploy handheld units for use with Epicor 9.05 and later Epicor 10.  After working with our Intermec partner with demo’s and working with end users in both cases we settled on the Intermec CK3.  ThereRead More

Over the last 10 years in working with Epicor software, starting with Vantage 8.03 and most recently Epicor 10, I have experienced many challenges with getting the ERP software to align with the business it is supposed to serve.  The most common challenges were User Training, Business Process, System PerformanceRead More