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Insights 2019

EECX18 - Customizations and BPMs for Epicor Processes

Session Description

COST: There is an additional $550 fee to attend this session.Click this link to register: https://epicorinsights2019.smarteventscloud.com/portal/newreg.ww.

Want an idea of how to determine when to use a UI customization versus a BPM to validate or populate default data? Need to automate things based on business rules like generating part numbers, customer IDs, supplier IDs etc…? Want to automate processes such as inventory adjustments and label printing? Want to know how to use UserCodes and UD Tables? Want to add the maintenance of related data views to existing forms?

This session will focus on demonstrating how to use both the UI customization C# code layer and available BPM action items to accomplish these types of tasks. Also, all the examples covered in these workshops are Cloud friendly!

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

  • Understand the Epicor framework from the UI customization layer through the server-side Service-Oriented Architecture (SOA) processes.
  • Use client tracing to design and build process automation for inventory adjustment and label printing using UI customizations and data directives.
  • Use UserCodes to store values used by your custom processes to assign sequential codes and number.
  • Use the BPM Update Table by Query to update the email notify value on the order head table from the customer contact table using custom business logic.
  • Use a UD table to maintain a list of state codes by country to be added to forms as a dropdown in able to enforce data integrity.
  • Add an authorization process for new customers using alert attachments.
  • Add customer cross reference part maintenance to part maintenance using C# code in a UI customization.

AUDIENCE: This session will appeal to the following audience:

  • .NET developers
  • IT/Technical Staff

PREREQUISITES: Customizations, BPM courses

APPLICABLE PRODUCTS: This session will be of benefit to customers running Epicor 10.x

PROGRAM LEVEL: Intermediate


Additional Information
Extended Education
9 Hours
Session Schedule