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Insights 2019

EECX06 - Improve Your Productivity with Epicor ERP Searches

Session Description

COST: There is an additional $275 fee to attend this session.Click this link to register: https://epicorinsights2019.smarteventscloud.com/portal/newreg.ww.

This session takes you through the features available for finding and displaying data. You will explore how to improve the results of searches as well as options to display the results you need. Searching for data should be fast, simple, and accurate. The Epicor ERP application contains a number of search features that can dramatically help improve your search results. Each search feature is designed to create more targeted queries that return the specific data required. Consider leveraging some of these innovative search features to save time and improve accuracy.

Upon successful completion of this course, you will be able to:

  • Understand the primary search features found on search programs
  • Display multiple records at once through dashboards and reports
  • Set up the Search Panel to access Google, Bing, Yahoo, and other internet search engines
  • Find and launch specific Epicor ERP programs
  • Launch Enterprise Searches that query all the records in your database
  • Create and use business activity query (BAQ) searches.
  • Create a custom Quick Search that displays options specific for your query needs.
  • Use a Named Search to display default search options each time a search program launches.
  • Add data tags to specific records and then use these tags to generate search results.
  • Set up Predictive Searches to dynamically populate a field with search results
  • Add BAQ Zones to display additional data that you may need
  • Create a new dashboard and set it up as an Advanced Search option
  • Search the internet within the Epicor ERP application
  • Launch Enterprise Searches that query records throughout your database that share a common value

AUDIENCE: Specific audiences will benefit from this course.

  • Epicor ERP users responsible for finding, entering, and updating data.
  • Managers who want to improve their departments' use of the Epicor ERP application.
  • System Administrators who want a deeper understanding of the search features.

PREREQUISITES: Basic understanding of Epicor ERP navigation.

FIELD OF STUDY: Computer Science

CPE CREDITS: 4.0


Additional Information
Extended Education
4 Hours
Session Schedule