Autoset Lock Date and/or Lock Qty CheckBoxes for new PO Releases in Epicor 9

    Autoset Lock Date and/or Lock Qty CheckBoxes for new PO Releases

    Software: Epicor 9

    Have you ever wanted to have the Lock Date or Lock Qty check boxes automatically checked when new PO Releases are created? It’s possible using a Data Directive BPM on the PORel table.

    How to Look up Values Behind a Static List

    On September 16, 2014, Posted by Matt Schuval, In Power Tips: Epicor ERP, Technology Tips & Tricks With No Comments

    How to Look up Values Behind a Static List - Epicor 9

    For this Epicor tech tip, I wanted to show you how to look up the values behind a static list  I found this useful when working in  Epicor 9.05 and you need to pass a code value from one system to another and the field on the form only...

    Define a Default Value for Your Lookup Field in Salesforce

    Define a Default Value for Your Lookup Field in Salesforce

    Salesforce lets you do almost anything you want to do 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...

    How to Upload Data using Epicor DMT

    On September 02, 2014, Posted by Amanda Hagedorn, In Power Tips: Epicor ERP, Technology Tips & Tricks With 14 Comments

    How to Upload Data using Epicor DMT

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

    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...

    How to Use BPM Messages in Epicor ERP

    How to Use BPM Messages in Epicor ERP

    BPM messages can be used to both debug BPMs and show information to Epicor users. The code shown below gives two examples of how messages can be used in your BPMs.

    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...

    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...

    Reporting Revenue by Product Type in Microsoft Dynamics CRM

    Reporting Revenue by Product Type in Microsoft Dynamics CRM

    Many businesses want to examine revenue for various product lines or item types such as units versus accessories separately. However, by default Dynamics CRM (Customer Relationship Management) uses Closed Opportunities when reporting...

    Comparison of the CRM 2011 and CRM 2013 Filter Functionality

    One of the differences between the CRM 2011 and CRM 2013 systems is how you can filter views. In 2013, new functionality was brought in that allows you to pre-filter from the columns currently existing in default view. This works really well when you don’t have a complex query from which to...

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