Archive for General

This custom screen gets all the customer’s unfirm Job Suggestions (created by MRP) against each Part. The user has the ability to search/select a particular part and create a single job for that part based on the sum of requirements against that part record.  Furthermore, it also analyzes the BOM for each parent part checking […]

Our customer had a need to create DMR records straight from the Nonconformance screen.  This would eliminate the Inspection Processing screen all together. To track these special records, we setup a generic InspectorID.  Code was then added to the Nonconformance screen that automatically generated the DMR after saving the Nonconformance record.  Then, just as the […]

Have you ever wanted the functionality to link certain info to a particular record in Epicor® but don’t want that information to print on an associated report by using an available “Comments” section in Epicor®? By utilizing the “Memo” feature, you can effectively enter and manage information for a certain Part, Supplier or Customer record […]

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.

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 […]