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Epicor® Customization

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“We were looking for some good Epicor® E9 expertise to help us in streamlining our E9 implementation and better align our business processes with E9 where practical.

Practical Technology Solutions (PTS) brought both business process background and E9 application knowledge  to the table in a very affordable package.  PTS helped us with both High level advice as well as detailed implementation assistance and outright programming assistance to develop and test customization’s and reports.  Their knowledge of reporting tools such as Crystal Reports and the database schema is excellent. While working with PTS recently, our consultant is responsive, always with a friendly, professional attitude.  He has provided insight and demonstrated a high level of technical skill.  We have assigned projects of various degrees of complexities with PTS and generally, have received a response in a timely manner. We would recommend PTS as a solution in assisting with ERP business challenges.”

— Fenner Dunlop Americas • Mining Industry

“I am very happy and honored to provide you with a reference for Practical Technology Solutions.  I have been EXTREMELY happy with the work that has been provided.  I have not been using them for long (just a number of months), but in a very short time frame they have reassured me that my trust in them as a consulting business partner is well worth it.  I see their knowledge of the Epicor® Product lines as being very in-depth and their staff as highly resourceful.  I highly recommend them as a business consulting partner for your business and technical application needs.”

— M-B Companies • Pavement Marking Industry

Dynamic Metals was in need of system change.  Both Culture and Processes needed improvement.  Multiple attempts have been made over the last 10 years with our current system to reimplement, upgrade and improve processes with little success.  Dynamic was stuck in manual mode and we needed assistance to break the culture and improve processes.  We met with PTS  to discuss our options.  We decided to utilize their services as they are familiar with our current system as well as the system we are in the process of implementing.  PTS  completed a thorough review of our current state understanding that we want to improve our processes using best practices with the new system.  The PTS staff has been knowledgeable, professional and is allowing us to implement with fewer resource hours from our staff.  With their assistance and guidance we have garnered enthusiasm throughout the organization for change that otherwise would have been a difficult task.  They have ensured with constant communication to mitigate any potential scheduling roadblocks in order to maintain the target schedule.  I look forward to completing the implementation and working with PTS on future improvements in our processes. I would certainly recommend PTS for consulting needs.

— Dynamic Metals • Aerospace and Defense 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.