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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