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Epicor® Service Connect

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“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

“PracticalTek worked with us immediately and tirelessly to get our Avante System and Company back up and running. Thank-you for coming to our rescue – to rescue a stranger in need. It speaks volumes to the type of company that PracticalTek is, and to the type of people you are. Thank-you and your team from all of us at Bird Technologies Group.”

— Bird Technologies Group

“Morton Manufacturing utilizes Epicor® for MRP functionality. PTS helped us through projects when we ran into roadblocks.  Their advanced expertise was more than enough for the problems and concerns we were facing.  They are well versed in visual basic and C# and they completed our projects very quickly.

The results of their work were exactly what we wanted, and allowed us to continue moving forward.  We haven’t had any problems and we plan to use PTS again in the future.”

— Morton Manufacturing • Aerospace Industry
Volume and Experience
  • We have developed Epicor® service connect solutions for versions: Epicor® Vantage 8, Epicor® 9, Epicor® 10
  • We have a library of over 200 service connect solutions
  • Using CSV or XML we use this tool as a “plug-in” as an interface with applications/data that come from non-Epicor systems
  • We have experience with the web services associated with the service connect workflows
  • We have developed simple to extremely complex workflows 
  • We can replicate nearly any Epicor® process/procedure utilizing this tool
  • We are Epicor® service connect consultants
  • We can help you with Epicor® service connect installations
Anything you do in Epicor® can be automated through Service Connect®. This ability allows you to merge your Epicor® system with an external system (or business process). You can generate records in Epicor® on a massive scale while still being governed by the Epicor® system’s business intelligence. Below are some examples to show you how Service Connect® works and what it can do for your business.
READ OUR EXAMPLES BELOW
PracticalTek: Update Customer Records Using an Excel File and Verify Them
What we did: We created an Epicor® Service Connect® solution that not only automated data entry, but it generated a .CSV file that was then sent to the customer to verify the accuracy of those changes.
Why? This customer’s sales team would use Excel while traveling. The team would take many notes, and frequently those notes consisted of changes to customer information. After the team would return, they would manually update their customer information using these notes, and sometimes they were inaccurate.
Q. How is this helpful for you?
A. This Service Connect® solution exemplifies how it’s possible to increase your productivity by eliminating unnecessary data entry. Not only did Service Connect® eliminate the need for data entry, but it also increased the integrity of the data by verifying the changes with the customer. Service Connect® can be used in many ways; not only can it create files but it can also automatically email them. It’s also important to note that Service Connect® can stop the processing of data until verification is received from an individual, a group of individuals, or by another automated Service Connect® process.
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PracticalTek: Create Order Header and Order Lines from a .CSV File
What we did: Created a Service Connect® solution that used a .CSV file to create orders and their lines.
Why? This customer purchased a smaller company that used their own Legacy system. They needed the orders from this company to be entered into Epicor® and doing this manually was not feasible.
Q. How is this helpful for you?
A. This is a good example of merging Epicor® with an external system. Using the power of xml, Service Connect® can integrate any system with Epicor®.
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Using the data from the .CSV file, this workflow creates the Order Header information and saves it to Epicor®. This is where we “call” the workflow below that creates the Order Lines. Service Connect® adheres to all of the business logic in Epicor®.
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Epicor® Service Connect Workflow Designer
This workflow cycles through each line that is to be added to the Epicor® database checking each to ensure they adhere to the business logic of Epicor®
PracticalTek: Auto-Ship and Invoice Sales Orders Using a .CSV File
What we did: Our customer was recently joined with a parent company that had their own Warehouse Management System (WMS). Once a product was considered received by the WMS system a .CSV file containing order information was sent to them. We used the .CSV file’s order information to automatically create customer shipment records, flag them as “Ready to Invoice” and finally we invoiced the order as well. All of this was done automatically by our Service Connect® solution.
Q. How is this helpful for you?
A. This example shows how you can automate complex business processes such as creating an invoice or shipment. If you are merging with another company that uses a standardized way of processing data, a Service Connect® solution can bridge that gap. Best of all, once your Service Connect® solution is finalized the process is fully automated, letting you get back to what you do best.
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This conversion is just one of over 20 needed to build this Service Connect® solution. It is simply validating the order information coming from the .CSV file.
PracticalTek: Merge an Excel Sheet with an Epicor® User Defined Table
What we did: This customer had a very impressive Excel sheet. This sheet was so complex that it was essentially a stand-alone program in itself. They used this sheet as an aide to their business process, and it was essential that they continue to use it. They also wanted all of the data from this sheet to be available in Epicor®. They built a process in their Excel sheet that would export an .xml file. After exporting the file, they needed the information to be inserted into the Epicor® database immediately. Service Connect® can do just that; we created a solution that automatically updated a UDTable using the values taken from the Excel Sheet.
Q. How is this helpful for you?
A. Many of our customers use Excel often and for good reason. These same customers wish there was an easy way to get the Excel data into the Epicor® system. Well, Service Connect® was practically built for this purpose; it can update any table with Epicor®. Don’t let your business waste time manually entering in data that comes from an Excel sheet. Service Connect® can do it for you in the blink of an eye.
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The formatting for this conversion was rather complex. Here we see a group of fields being converted into Boolean values (true/false).

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.