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Epicor® Service Connect

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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 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

“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
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.
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.
Epicor® Commerce Connect
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®.
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®.
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.
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.
The formatting for this conversion was rather complex. Here we see a group of fields being converted into Boolean values (true/false).

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