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Epicor® Customization

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“We have used PTS for several of our Epicor® needs.  They have helped with our Epicor® implementation through training of our staff.  They have also helped with more technical aspects such as helping us set-up a secondary application server.  I have found PTS to be extremely knowledgeable and professional, and quick to help when needed.”

— Seymour Tubing Inc. • Tubing Components Industry

“The straight forward approach was a relief and I appreciate how the PTS team jumped straight in despite the complex challenges we faced. I was able to speak with Jim directly several times, which provided a great amount of comfort. I never had any trouble reaching him and/or a member of his team. 

The team at PTS assisted in arranging meetings in which we discussed complicated business process and procedure requirements. This sped up the improvement process significantly. PTS’ methodology was a perfect fit to quickly and thoroughly address our needs and provide solutions. 

The functional results that were produced as a result of Jim’s team were a key component in keeping operations running. Moreover, their skills for development are extraordinary. On top of his work, Jim’s team also provided excellent support. They dealt with questions ranging from the absolute basics to advanced easily and with an air of patience that can only be described as completely forgiving! In short, I would have no hesitation in recommending PTS to any prospective client.”

— The Oilgear Company • Hydraulic Pump Industry

“We have been using Practical Technology Solutions for about 8 months now to augment my 1 person Epicor® staff.  We are using PTS to help us with screen changes, report development, BAQ/BPM development, performance advice, solution design, system integration, and functional consulting.  We have been very happy with their work.  They have always been clear about work estimates and stayed within them.  Their technical quality has been excellent and their cost reasonable. PTS has always been able to address our requirements even in emergency situations. I would recommend PTS as a partner for Epicor® technical services and continue to use them. “

— Kadant Black Clawson, Inc. • Global Engineered Systems Industry
We specialize in Epicor® Customizations – Small sample
Customizations can be described as anything that changes an Epicor® screen. These changes can be as small as making a text box bigger to type in, to as large as building an entire application from scratch. Inside this PDF you’ll find some of the solutions we’ve provided to our customers in the past. These are real-world challenges and solutions. We hope they inspire you to think about what can be done for your business.
Epicor® Customizations
Customizations can be described as anything that changes an Epicor® screen (application). These changes can be as small as making a text box bigger to type in, to as large as building an entire application from scratch. Below you’ll find some of the solutions we’ve provided to our customers in the past; these are real world challenges and solutions. We hope they inspire you to think about what can be done for your business.
MES – End Labor Activity Screen
What we did: Put a stand-alone application inside of an existing Epicor® customization screen. Specifically, we created a Job Traveler application and embedded it in the End Labor Activity screen.
Why is it Helpful?
It sped up production on the floor by reducing the amount of time the user spent on data entry. Have a need to make some quick updates without loading another screen? Want to streamline data entry? This is one way to accomplish that.
Part Maintenance
What we did: Created a button in an Epicor® customization screen that opens up another Epicor® screen. We placed a button in Sales Order Entry that opens up Method Tracker. When the button is clicked Method Tracker opens up and automatically loads the PartNum that was selected/highlighted in Sales Order Entry screen.
Why is it Helpful?
Allows users to quickly open and load relevant screens and information when entering in data. It speeds up workflow. Using this we could have the Sales Order Entry screen open the Quote Entry screen, or have the Job Entry screen open and create a PO on the fly. You can open any screen from any screen with the click of a button.
Report Print Screen
What we did: In a BAQ Report screen we added the ability to Drag and Drop files that were attached and displayed when the Crystal Report ran. Need a way to attach and print a file that’s separate from a Crystal Report? Need to Drag and Drop a file for any other reason? This may be the solution for you.
Why is it Helpful?
It’s an easy way for users to attach files to Crystal Reports. Drag and Drop is a nice function, and it’s available to you in your Epicor® customization environment.
Customer Maintenance
What we did: We added multiple user defined tables to meet the customer’s complex customer setup and relationship model that spans the globe. This Customer Maintenance screen also utilizes a Zone BAQ to load the Customer.
Why is it Helpful?
You can use User Defined (UD) tables to store additional data in your Epicor® environment. UD Tables can be linked to and added to any screen in Epicor® customization. If you aren’t able to store all the data you need to, a UD table may be your answer. Also, this is a good example of using Zone BAQs.
Sales Order Entry
What we did: We used a BAQ to display multiple columns in a dropdown.
Why is it Helpful?
Most of Epicor’s® customization dropdowns display only one column when clicked. For example, if you are selecting a Bill To for an order, only the name of the Bill To displays. Our client had multiple Bill To records for each of their customers, and these Bill To records often had the same name but different addresses. We used a BAQ to not only show the Bill To name, but the address as well. This allowed their users to make the correct choice the first time.
Sales Order Entry
What we did: Sync’d Epicor’s® Sales Order Entry screen with a 3rd party ERP Order Entry System.
Why is it Helpful?
This requirement was very business specific, but it’s important to inform you that it is possible to link Epicor® to other ERP systems in real time. To accomplish this we used a combination of BPMs (Business Process Management), custom code, and SQL Stored Procedures.
Sales Order Entry
What we did: Gave users the ability to Copy Order Lines in the Sales Order Entry screen.
Why is it Helpful?
One of our customers in the medical field needed the ability to duplicate Order Lines. Before we developed this solution, their users had the grueling task of entering in data over and over again. If your business is spending too much time on data entry we would be happy to help.
MES – Multiple Job Scrap Entry
What we did: Created a Scrap Entry screen that allows the user to enter in Scrap data for all of the jobs that they are clocked into.
Why is it Helpful?
It sped up production. When entering in Scrap quantities, the End Labor Activity screen is used. Currently, this screen allows you to enter in your Scrap data one Job at a time. Our client happened to have a lot of scrap and they needed a way to enter the data quickly. This is another example of streamlining data entry.
Job Entry Screen
What we did: Gave users the ability to search through and select a Material PartNum in the Job Entry screen.
Why is it Helpful?
It greatly reduced the amount of time lost looking through the tree. The company we built this for had very large BOMs and the users spent a significant amount of time searching through them. The search functionality resolved the issue.
Get Default GL for PO Line
Many of our customers have asked us if there is a way to get the default GL Account for a Purchase Order Line Item in the Purchase Order Entry screen. These customers understood you can go to the Release for the PO Line Item and click the “Get Defaults” button to get the default GL Account, but they wanted this to happen automatically after adding the PO Line Item.
A customization can handle this desire quite nicely. Using C#, we were able to get the default GL Account to fill in automatically after the user enters in or changes the PartNum for the PO Line
Load Builder
The Load Builder application is one PracticalTek built for a customer who had rather complicated loads placed on their trucks.
Load Builder Case Study
These loads included parts shipped to their customer, as well as, containers that housed additional parts. They needed to track quantities, weights, JobAsms, JobMtls, and needed to record other specifics pertaining to everything on the truck. Furthermore, they needed to ensure the items added to the truck were both accurate and necessary.
The Load Builder application allowed them to do just that. After opening the screen, they would specify parent records. The parent data, more or less, went by the Sales Order Number in Epicor®.
Note: each screenshot below has been manipulated for privacy.
Load Builder Application - Image-2
For each order, there could be multiple Loads (that is trucks) being sent to the customer. The user would put in information for each individual truck on the Load Detail tab (including BOL information):
For each order, there could be multiple Loads (that is trucks) being sent to the customer. The user would put in information for each individual truck on the Load Detail tab (including BOL information):
To add a loose item, the user would click on the new dropdown and select “New Loose Item”. After doing that, a special screen would open called the Loose Items Dashboard:
Load Builder Case Study Image-5
This screen would show each JobNum associated to the order on the load. It allowed the user to select each individual item they wanted to add to the truck as a loose item. They could add as many items as they would like. To add an item, the user would simply check the “Select” checkbox in the grid, or check “Select All” to add all the items. After selecting every item on the truck, they would click the “Add” button. The screen would then update the Load Builder application by adding each row selected:
This ensured accuracy at the load level, pertaining to the Job and the Order. This is because the user would not be able to change the job information after adding the line:
It also ensured the user could enter the items quickly.
The Container Detail tab was used to add containers and their associated details (weight, type, dimension, etc.):
Containers also had lines:
Container Lines were added just as the Loose Items were, using the Loose Items Dashboard described above.
The Load Builder could be a solution for you and your organization. In the end, it empowered the user to enter in accurate data, at a very fast pace. Furthermore, it showed each truck and its contents going out to the customer. Please remember, everything above can be customized to fit your needs perfectly. All we need to do is collaborate.

The information on this web page is provided by PracticalTek, LLC to its prospective customers and clients conditioned on your acceptance of the terms and conditions of use as set forth herein. By reviewing, browsing, accessing, using and/or downloading information from this site, you agree that PracticalTek, LLC is providing and you are using the information provided for educational or training purposes and that PracticalTek, LLC is not receiving remuneration for providing this information. Furthermore, you agree not to sell, reproduce, modify or attempt to modify the information provided nor reproduce, publish or distribute the materials. Unless otherwise noted, all materials are subject to intellectual property rights including copyrights and trademarks held by or licensed to others. In no event shall PracticalTek, LLC be liable to you for accessing this website. PracticalTek LLC is an Independent provider of Epicor® services and is not a partner.