Technology Tips & Tricks

If there’s a problem relating to Epicor or CRM integration or development, we’ve likely run across it. This blog has powerful time-savers we developed because we couldn’t find the answer anywhere else. Now we’re shaing with you!

Costs and Options Epicor Version 10

Costs and Options Epicor Version 10 If you’re an Epicor user, there’s a good chance you’ve been considering moving to Epicor version 10. At this point, you are faced with a crucial decision: do you upgrade or re-implement? The wrong choice will cost you. With nearly 90 percent of technology projects exceeding budget or deadlines, you …

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Call Business Objects From BPM Using 4GL/ABL Code

Call Business Objects From BPM Using 4GL/ABL Code Interested in how to progress 4GL/ABL code to call Epicor business objects from a BPM? Good, we thought you might be. Below is the source code that you can insert to automate Epicor business processes. Here is the source. {Bpm/Bpm.i &OBJECT_NAME=UD08 } {core/CallContext/CallContext.i} {bo/UD08/UD08_ds.i} define input parameter …

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Expediting Time and Expense Entry

You may have been in a similar situation to one of our clients who relied heavily on time cards. With several hundred employees and multiple divisions, they were searching by employee name and code to complete time entry. This was slowing down the accounts payable manager tremendously. We created a Quick Search, Filter and screen customization in Epicor. Follow these steps and you will be able to perform time entry for the entire batch of employees.

Define a Default Value for Your Lookup Field in Salesforce

Salesforce lets you do almost anything without having to resort to workarounds, but occasionally you run in to an issue that just can’t be solved without digging a little deeper. One of the features that is more difficult to manage from the admin perspective is the lookup field. While most are easily Googled, the inability to define a default value for your lookup field is not as easy to solve. I’ve come up with something that should help.

How to FTP a File to a Remote Server and Change Permissions

Are you trying to FTP a file but require a bit more functionality than the standard method offers? Having an especially difficult time finding that solution in the .NET 2.0 framework? Recently, we worked with a client who needed to FTP files and then change permissions on the file. However, they were using .NET framework 2.0. The usual way to do this would be to use FTPWebRequest, but it doesn’t support the CHMOD command, so we had to find another way.

Configuring Default Site Address for Shipped Epicor Reports

Sometimes small configuration steps are overlooked when upgrading or migrating to a new ERP system. Most clients use several of the shipped Epicor reports and might assume a customization is required to get the correct default site address to populate on common forms such as sales order acknowledgments, purchase orders and invoices. This is actually …

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Setting Up Routine Backup for Epicor Progress Database

Looking to set up and schedule a routine backup for your Epicor Progress database? How about one that will remove old backups after a specified number of days and compresses the backup file to save space? This week’s Tech Toolbox has an example of a batch file that does just that. It also creates a …

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