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 […]