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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 […]

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 […]

Our company receives way too many MRP Suggestions for certain parts. We have every possible field populated with data in the Part Maintenance record. After all the data tweaks, we still don’t get expected results. Any ideas? For situations where you’re getting unexpected results from your MRP runs, you probably have conflicting planning data associated […]

Outside of the provided Global Alerts and Shop Warnings, is it possible to get an automated prompt/email based on a certain event or condition in Epicor? Yes, it’s possible to create custom conditions that fall out of the scope of the provided solutions mentioned above. If you have something in mind that Epicor doesn’t currently […]

Did you know that there are more columns available to you from any LIST view in Epicor®? With just a few clicks, you can view all available field identities that are currently hidden from everyday users using Personalization mode. Contact a PracticalTek consultant for more information on how to utilize this valuable function.