Contextual Menus • Shortcuts

2021-01-07

Introduction to Epicor Navigation Epicor 10.2.700 Consultant:

Intellectual property

The presentations and training sessions carried out by EC Solutions cannot be recorded by the Customer in any way whatsoever, including but not limited to video, audio recordings, screenshots or remote sessions.

EC solutions can, however, record these sessions on request, which will then be available to the Customer on our website for viewing and user fees.

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3 Agenda

• Introduction to navigation on Standard Epicor Session. • Overview of the Kinetic Home Page Session Style.

4 Objectives

• Learn to navigate in Epicor 10.2.700 menus. • Learn how to work with tabs. • Understand the different searching techniques. • Learn how to manage grid options. • Learn how to dig into data. • Learn how to use and differentiate trackers, dashboards and reports.

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5 Navigation – Computer Desktop

• Epicor Environments • Epicor Training and Epicor Training MES • Epicor Test and Epicor Test MES • Epicor and Epicor MES

• First Time Logging into Epicor 2

6 Navigation

• Logging in a session • Epicor desktops • Menu structure • Parameters • Help • Window navigation • Menu • Navigation bar • Tabs • Tree view • Searches • Grid views • Contextual menus • Shortcuts

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7 Navigation – Desktop

8 Navigation – Classical Desktop

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9 Navigation – « Active Home Page »

10 Navigation – Menu

• Logging in a session • Epicor desktops • Menu structure • Settings • Help • Window navigation • Menu • Navigation bar • Tabs • Tree view • Searches • Grid views • Contextual menus • Shortcuts

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11 Navigation – Menu

Menu navigation demonstration

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13 Exercise #2 – Explore the menu

1. Examine the desktop (Home page) 2. Try to figure out in which company and in which site you are logged in 3. Get into the Epicor Menu

14 Navigation – Menu Search

• Logging in a session • Epicor desktops • Menu search • Parameters • Help • Window navigation • Menu • Navigation bar • Tabs • Tree view • Searches • Grid views • Contextual menus • Shortcuts

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15 Navigation – Enterprise Search

Enterprise Search is a powerful search application which you can use to retrieve indexed content from within your Epicor ERP application and then quickly launch specific programs to display the data returned from the search.

16 Navigation – Settings

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Settings demonstration

18 Exercise #4 – Settings

1. Use the preference shortcut to display the user, the language and the server. 2. Switch the language to your own language. Switch it back to English after.

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19 Navigation – Help

20 Navigation – Help Content

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Help demonstration

22 Exercise #5 – Help

1. Use Help Content to find information on “Part” 2. Use Help search to find the Epicor Application Guide 3. Use Help search to find the Technical Reference Guides

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23 Navigation – Field Help

24 Navigation – Field Help

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Field Help Demonstration

26 Exercise #6 – Field Help

• Locate Customer entry • Open Customer entry • Click on the Customer ID field (put the cursor in the field) • Click Action – Field Help • Consult the help information • Consult the technical information

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27 Navigation – Part Maintenance

28 Navigation – Sales Order Entry

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Form navigation demonstration

30 Exercise #7 – Form navigation

Locate and open Order Entry • Type 5363 in the Sales Order field and press tab. • Navigate in Summary tab, Header tab, Lines tab and Releases tab.

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31 Navigation – Basic search

Searching capabilities demonstration

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33 Exercise #8 – Basic Search

Locate and open Part (maintenance) Exercise A 1. Search for part numbers starting at “SS-” 2. Select all parts starting with “SS-”

Exercise B 1. Search for parts containing the word « bolt » in the description 2. How many parts can you find?

34 Navigation – Customer tracker Grid views

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Grid options demonstration

36 Exercise #9 – Grid functionalities

• Open Customer tracker • Select Addison • Select Open orders tab and retrieve the data • How many open order lines can you find for customer Addison? • How many open lines is there for this customer? • What is the total quantity ordered for part “EPRD-100-SL-MRP”, revision “B”? • What is the total quantity ordered for Product Group “Fabricated”? • Copy the order 5020 records including labels to Excel

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37 Navigation – Contextual menus

38 Navigation – Contextual menus

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Contextual menu demonstration

40 Navigation – Printing Reports

• Reports are accessible via the Report section in each module

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41 Navigation – Printing Forms

• Forms are accessible via the entry forms. • For example, Sales Order Acknowledgment is accessible via Order Entry. • Sake for Purchase Order Entry and PO form. Etc.

Print demonstration

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43 Navigation – Menu item types Recap

1. Maintenance or Master Files (Part, Customer, Supplier, Payment Terms, etc.) 2. Entry Forms (Order Entry, Purchase order Entry, Job Entry, etc.) 3. Display Forms (Part Display, Customer Display, etc.) 4. Trackers (Part tracker, Customer Tracker, Order tracker, etc.) 5. Process (Generate PO Suggestions, Process MRP, etc.) 6. Reports (Sales Gross Margin Report, Scheduled Shipments, Sales order Backlog Report, etc.) 7. Printed Forms (Sales Order Acknowledgment, Job Traveler, AR Invoice, etc.) 8. Dashboards (Sales Order Backlog Status dashboard, Job Status dashboard, etc.)

44 Navigation – Shortcuts

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How to create shortcuts demonstration

46 Exercise #10 – Create Shortcuts

Create a group for CSR shortcuts on the Home page • Add the following shortcuts to the CSR group • Customer maintenance (green tile) • Customer tracker (orange tile) • Order entry (blue tile) • Order tracker (orange tile)

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47 MES interface

Shop Floor Interface • Production • Material • Package Control • Shipping and Receiving • Service • Supervisor

48 Navigation – « Active Home Page »

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Kinetic Home Page Interface demonstration

50 Reference

• Epicor ERP Application User Guide 10.2.600, Chapter #1, Navigation.

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감사합니다! Merci! Kiitos! Thanks!