We have a situation where we would like our purchasing manager to be notified of orders pending approval. Is there a way to set this up out-of-the-box?
We have a situation where we would like our purchasing manager to be notified of orders pending approval. Is there a way to set this up out-of-the-box? There is no out-of-the-box functionality for this but it can be setup by our development team. We have a team of professionals who are experienced in setting up […]
Read More »Did you know that you can link certain attachments to most records in Epicor?
Did you know that you can link certain attachments to most records in Epicor? Doing so, those linked attachments will always be linked to any particular record and referenced again at any time. Reach out to a PracticalTek consultant on more information on how to utilize this valuable feature.
Read More »Is there a one-stop-shop for all data tied to a Salesperson in Epicor?
Is there a one-stop-shop for all data tied to a Salesperson in Epicor? Yes, there are a few different tracker-like programs that offer various metrics for a Salesperson such as Quotes, Orders, Jobs and separate tabs depending on the status of each. These metrics mentioned above, and more, are a glimpse of what you can […]
Read More »Instead of bouncing around to find certain sets of data related to a particular Customer, is there a way to view all this related info in just one area/program within Epicor?
Instead of bouncing around to find certain sets of data related to a particular Customer, is there a way to view all this related info in just one area/program within Epicor®? Yes, there is a Customer Tracker program that enables the user to not only view settings associated to that particular Customer, but I can […]
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