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Epicor ERP

Navigation Course
10.1
Disclaimer
This document is for informational purposes only and is subject to change without notice. This document and its
contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its
date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with
regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a
particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is
likely to be unique in their requirements in the use of such software and their business processes, users of this document
are always advised to discuss the content of this document with their Epicor account manager. All information contained
herein is subject to change without notice and changes to this document since printing and other important information
about the software product are made or published in release notes, and you are urged to obtain the current release
notes for the software product. We welcome user comments and reserve the right to revise this publication and/or
make improvements or changes to the products or programs described in this publication at any time, without notice.
The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of
any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage
of the solution(s) described in this document with other Epicor software or third party products may require the purchase
of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements
in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws
and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly
Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of
platform and product compatibility in this document shall be considered individually in relation to the products referred
to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also
stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible
with both of the products running at the same time on the same platform or environment. Additionally platform or
product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and
Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs
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trademarks mentioned are the property of their respective owners. Copyright Epicor Software Corporation 2015.
All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of
Epicor Software Corporation.

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Navigation Course Contents

Contents
Navigation Course..................................................................................................................5
Before You Begin....................................................................................................................6
Audience.........................................................................................................................................................6
Prerequisites....................................................................................................................................................6
Environment Setup..........................................................................................................................................6
Workshop Constraints..............................................................................................................................7
Overview.................................................................................................................................8
Switch Between Classic and Modern Shell Menu................................................................9
Use Configuration File......................................................................................................................................9
Use Runtime Argument..................................................................................................................................11
Classic Menu User Interface.................................................................................................13
Main Menu Overview.....................................................................................................................................13
Logging In..............................................................................................................................................14
Workshop - Log in and Use the Classic Style Interface......................................................................14
Menu Bar...............................................................................................................................................16
File Menu........................................................................................................................................16
View Menu......................................................................................................................................16
Options Menu.................................................................................................................................16
Help Menu......................................................................................................................................17
Field Level Help........................................................................................................................18
Workshop - Application Help Tour............................................................................................19
Folder List...............................................................................................................................................20
Contents Pane and Status Bar.................................................................................................................20
Favorites Bar...........................................................................................................................................21
Menu Items............................................................................................................................................21
History Toolbar.......................................................................................................................................22
Module Overview...........................................................................................................................................23
Modern Shell Style User Interface.......................................................................................24
Logging In.....................................................................................................................................................24
Workshop - Log in to the Application and Use the Modern Shell Style Interface......................................25
Explore Home Page........................................................................................................................................26
Tiles........................................................................................................................................................26
General...........................................................................................................................................26
Epicor Social....................................................................................................................................27
BAQ Gadget....................................................................................................................................28
Quick Access To Open Forms..................................................................................................................28
Application Bar.......................................................................................................................................30
Change Company...................................................................................................................................31
Menu.............................................................................................................................................................33
Select the View Mode.............................................................................................................................34

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Contents Navigation Course

Select the Contents Pane View...............................................................................................................35


Showing Waiting Status..........................................................................................................................37
Context Menu...............................................................................................................................................37
Program Features..................................................................................................................39
Program Interface..........................................................................................................................................40
Menu Bar...............................................................................................................................................40
Standard Toolbar....................................................................................................................................41
Navigation Toolbar.................................................................................................................................43
Currency Toolbar....................................................................................................................................44
Tree View...............................................................................................................................................44
Sheets....................................................................................................................................................45
Field Types.......................................................................................................................................45
List Sheets.......................................................................................................................................47
Comments......................................................................................................................................47
Report and Form Filters....................................................................................................................47
Workshop - Create a Record in the Detail Sheet...............................................................................47
Workshop - Create a Record in the List Sheet..................................................................................48
Workshop - Delete a Record............................................................................................................48
Workshop - Use the Search Button..................................................................................................49
Workshop - Organize Records in a Non-Sequential Order.................................................................49
Workshop - Update an Existing Record............................................................................................50
Data Entry Overview......................................................................................................................................51
Calculator...............................................................................................................................................51
Date Formats..........................................................................................................................................51
Keyboard and Mouse Conventions.........................................................................................................51
Open With Functionality.........................................................................................................................53
Conclusion.............................................................................................................................54

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Navigation Course Navigation Course

Navigation Course

This course introduces navigational aspects of the Epicor application's user interface. Designed for a hands-on
environment, general navigation principles and techniques available in two user interface modes - Classic Menu
and Modern Shell Menu. Workshops focus on each of these modes and guide you through each navigational
principle introduced.
Upon successful completion of this course, you will be able to:
Run the application using the Classic Menu and Modern Shell Menu.
Identify elements available on the Home Page.
Use the Menu interface launched from the Home Page.
Use the Modern Shell Menu settings.
List the three levels of Classic Style interface navigation.
Describe the navigation features and elements available at each level.
Use the Classic Style main interface.
Find and access programs within modules.
Navigate within programs.

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Before You Begin Navigation Course

Before You Begin

Read this topic for information you should know in order to successfully complete this course.

Audience

Specific audiences will benefit from this course.


All Users - This course targets an audience with little to no detailed knowledge of the Epicor application and
its overall functionality.

Prerequisites

To complete the workshops in this course, the necessary modules must be licensed and operating in your training
environment. For more information on the modules available, contact your Epicor Customer Account Manager.
It is also important you understand the prerequisite knowledge contained in other valuable courses.
Computer and Internet Navigation Basics Course - The application operates in a Microsoft Windows
environment. Therefore, knowing how to navigate in a Windows environment and the Web facilitates the
training experience. Navigation tools students should be familiar with computer hardware components such
as the keyboard and mouse, navigation keys on the keyboard, such as the Tab and Enter keys, and navigation
buttons, such as the Back button.

Environment Setup

The environment setup steps and potential workshop constraints must be reviewed in order to successfully
complete the workshops in this course.
Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience
Epicor functionality in action but does not affect data in your live, production environment.
The following steps must be taken to successfully complete the workshops in this course.

1. Verify the following or ask your system administrator to verify for you:
Your Epicor training icon (or web address if you are using Epicor Web Access) points to your
Epicor training environment with the Epicor demonstration database installed. Do not complete
the course workshops in your live, production environment.
Note It is recommended that multiple Epicor demonstration databases are installed. Contact
Support or Systems Consulting for billable assistance.

The Epicor demonstration database is at the same service pack and patch as the Epicor
application. Epicor's education team updates the Epicor demonstration database for each service pack
and patch. If your system administrator upgrades your Epicor application to a new service pack or patch,
he or she must also download the corresponding Epicor demonstration database from EPICweb > Support

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Navigation Course Before You Begin

> Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completing
the course workshops.
Your system administrator restored (refreshed) the Epicor demonstration database prior to
starting this course. The Epicor demonstration database comes standard with parts, customers, sales
orders, and so on, already defined. If the Epicor demonstration database is shared with multiple users
(that is, the database is located on a server and users access the same data, much like your live, production
environment) and is not periodically refreshed, unexpected results can occur. For example, if a course
workshop requires you to ship a sales order that came standard in the Epicor demonstration database,
but a different user already completed this workshop and the Epicor demonstration database was not
restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written
the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users
from manipulating the data in your installation of the Epicor demonstration database.

2. Log in to the training environment using the credentials manager/manager. If you are logged into your
training environment as a different user, for the Classic Menu, from the Options menu, select Change User.
When you are logged into the application using the Modern Shell Menu, on the Home Page, click Settings
and from General Options, select Change User.

3. From the Main menu, select the company Epicor Education (EPIC06).

4. From the Main menu, select the Main Site.

Cloud Specific Information


Note If your Epicor installation is not an on-premise (hosted within your organization) installation, then
note the following about using the Epicor-hosted education database. All logins referenced in the course
(such as manager, or epicor) should be changed to be the <site ID>_<abbreviationOfCompanyID>-. For
example, if your site ID is 98315 and you are logging into the Education company EPIC06, then wherever
you are instructed to use the login manager, instead use 98315_E6-manager. The password is the same
as the login name.

Note To refresh your Epicor training database, send a request that includes your site ID to
DL-SaaSSupport@epicor.com. Refreshing your training database may take up to 72 hours after the
request is received.

Workshop Constraints

The workshops in this course can be performed in a shared database.

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Overview Navigation Course

Overview

The Navigation section focuses on various aspects of the Epicor application user interface.
Each subsection describes different areas of the application.
The course begins with discussion on how users can switch between the two modes which control the visual
design, user interaction and navigational aspect of the application - the Classic Menu and Modern Shell Menu
styles. These are described in detail later in the course.
Beginning with the system level, and followed by the module and program levels, the Classic Menu part of the
course explores the different navigational features available at each level. The navigational features this course
covers apply to each area of the application. For example, if you are responsible for adding new parts, you may
access Part Maintenance from several different menus. Once you learn some tasks, such as adding a new record
in one program, this task is similar in other programs.
The following part of the course explores various aspects of the Modern Shell Menu. Learn how to customize
the Home Page - your Epicor application starting point by adding different types of tiles, such as Epicor forms,
program shortcuts or pictures. Access the application's Menu from the Home Page and explore the available
settings you can use to fine-tune the environment according to your preferences.
After completing this course, it is recommended that you complete the Personalization course to fully understand
the features and functionality available in the application.

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Navigation Course Switch Between Classic and Modern Shell Menu

Switch Between Classic and Modern Shell Menu

You can run the Epicor application using the two modes that control the visual design, user interaction, and
navigational aspects of the application - Classic Menu (also referred to as the Classic Style interface) and Modern
Shell Menu (also referred to as the Modern Shell Style interface).
Based on your preferences, you can run the application using:
Classic Style Menu - The original interface style used for navigating the Epicor ERP application. This interface
has a starting Main Menu with a tree view you expand for selecting programs.
Modern Shell Style Menu - Enhanced menu using the Home Page as your starting point where you can
place favorite Epicor programs, application shortcuts, documents, or pictures.
The following topics discuss options you can use to specify which menu you use in your smart client. You can
set up a configuration settings file (.sysconfig) to automatically load a specific menu style. You can also use a run
time argument to switch between these styles.

Use Configuration File

The configuration settings file defines the main settings for your server installation and each client installation.
Use the LaunchType value parameter found within the <userSettings> node within your xxx.sysconfig file
(where xxx is the name of the configuration settings file used to launch the client) to control the following:
Classic Style -- To use the Classic Style interface, modify the sysconfig file as follows:
<LaunchType value="MainMenu" options="Shell|MainMenu" />
Example The following is an example of the Classic Style login dialog when you use it for log on after
modifying the sysconfig file:

Example The following is an example of the Classic Style application menu.

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Switch Between Classic and Modern Shell Menu Navigation Course

Modern Shell Style -- To run the application using the Modern Shell Style interface, modify the sysconfig
file as follows:
<LaunchType value="Shell" options="Shell|MainMenu" />
On the Login dialog, users have an option to override launching the Modern Shell Style by selecting the Classic
Style check box. When selected, this option persists on the client machine.
Example The following is an example of the Modern Shell Style login dialog.

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Navigation Course Switch Between Classic and Modern Shell Menu

Example The following is an example of the Modern Shell Style application menu.

Use Runtime Argument

Each workstation can be set up to launch the application in a specific mode. These modes, or runtime arguments,
activate when a user double-clicks on the application icon.
Use the following startup parameters to control the following:
Classic Style

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Switch Between Classic and Modern Shell Menu Navigation Course

Add /classic parameter as a runtime argument to your desktop shortcut to launch the menu using the Classic
Style.
Example
C:\Epicor\Epicor10\Client\Epicor.exe /classic

Note If you only modify the Runtime argument but do not also modify the sysconfig file, the Login
window does not display the Windows 8 Style button option to launch the Modern Shell Style interface;
refer to the Use Configuration File topic.

Modern Shell Style


Add /shell parameter as a runtime argument to your desktop shortcut to launch the Modern Shell Style using
the shell application.
Example
C:\Epicor\Epicor10\Client\Epicor.exe /shell

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Navigation Course Classic Menu User Interface

Classic Menu User Interface

The Classic Menu style represents a traditional way of navigating around the Epicor application.
This interface is designed for a hands-on environment, general navigation principles and techniques are available
at each of the interface levels in the Epicor application.
The Classic Menu interface is primarily made up of three parts: Main Menu, Module, and Program. The Main
Menu is your home base within the Epicor application. Each module is consistently organized through the directory
tree on the Main Menu, so you can quickly find the program you need to run.
Important The following topics and workshops assume the Epicor ERP application is launched using the
Classic Mode. For more information, review the Switch Between Classic and Modern Shell Menu topics
discussed previously.

Main Menu Overview

The user interface at the highest level is called the Main menu.

At this level, you have access to available modules and programs in the Epicor ERP application. You can also set
up your Favorites and make changes to the current company.

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Classic Menu User Interface Navigation Course

The Main menu is your home base within the application. This window displays first when you launch the
application; use this interface to start programs and functions.
The Main menu displays available modules and major functions that are contained within the application.
Each module group, such as Production Management or Financial Management, contains a series of
related modules.
In turn, each module, such as Order Management or Accounts Receivable, contains the Setup, General
Operations, and Reports subfolders.

You can click the icon next to a top-level folder to see the subfolders listed beneath it, or you can click the
folder itself to see its subfolders listed in the right pane. Click a folder in the right pane to see its contents; double
click a program name in the right pane to start that program.

Logging In

You must log in to the Epicor application before you have access to the Main menu or programs in the application.
To log in, you must first set up a User ID and password in User Account Maintenance.
Tip If your System Administrator has enabled Single Sign-On (SSO), you are automatically logged into
the Epicor application using the User ID and Password you entered when you first logged into your Windows
operating system.

Double-click the Epicor application icon on your desktop to initially log in to the application.
The Log On dialog box displays. Enter your User ID and Password and click OK to log in.
Once you have accessed the Main menu in the application, you can use three ways to log in as a different
user. The following are the options:
From the Options menu, select Change User ID.
On the Standard toolbar, click the Change User ID icon.
In the Status bar, click the User ID, for example, MANAGER.

If you turn on Enterprise Processing in the application configuration file, you can simultaneously open
multiple sessions under different User IDs.
Important Each logged in user has an automatic timeout setting, with the minimum of 15 minutes. If a
user is idle for that period of time and another user requires their license, the license is granted to the user
requiring it. Upon the return of the initial user, if there is a free license available, the user is granted that
license and continues as if nothing had happened. If there is no available license, that user is unable to
continue until a license becomes available.

To learn how to launch the application using the Classic Style User Interface, read the Switch Between Classic
and Modern Shell Menu topics within the application help.

Workshop - Log in and Use the Classic Style Interface

This workshop demonstrates how to log in to the Epicor application and use the Classic Style interface.

1. On your PC desktop, double-click the Epicor icon.


If your application's sysconfig file and your application shortcut are set to launch the Classic Style by default,
the following Log On window displays.

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Navigation Course Classic Menu User Interface

2. In the User Name and Password fields, enter manager and click OK.
Note The Windows 8 Style button option to launch the Modern Shell Style interface does not
display if your System Administrator modified your application shortcut for default use of the Classic
Style interface but did not modify the sysconfig file to do so.

3. If your application's sysconfig file and your application shortcut are set to launch the Modern Shell Style
interface by default, in the User Name and Password fields, enter manager and click the Classic Style
button.

The Main Menu displays.

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Classic Menu User Interface Navigation Course

Menu Bar

Below is an illustration of the Menu bar on the Main Interface.

Use the buttons on the Menu bar on the Main menu to do the following:
Set your view of the Main menu.
Change the company and site into which you are logged.
Change the language for your session.
Change your password.
Change the ID under which you are logged in.
Access the application help.
Exit the Epicor ERP application.
Save your settings when you exit.
Note that when you use these buttons to change the company, site, and language, your current selection displays
on the Status bar at the bottom of the window.

File Menu

The File menu allows you to exit the Epicor application.

View Menu

Use the View menu to select the panes you want to display by default on the main interface. You can also
establish how the programs in the Contents pane display. The selections you make on this menu become the
default look of the main interface each time you log in with your user name and password.
For step-by-step instructions on how to personalize your view of the main interface and save your personalizations,
review Application Help topic: System Personalization > View Menu.

Options Menu

The Options menu on the Main Interface provides you with a number of capabilities.
Tip If you have Enterprise Processing turned on in your Epicor application's configuration file, you can
simultaneously open multiple application sessions using different User IDs, companies, sites, or languages.

The following are the options found within the Options menu:
Change User - Select this option to access the Log On window and log into the Epicor application with a
different User ID and Password.
Change Company - Select this option to change the company for your session.
Change Language - Select this option to change the language for your session.
Change Password - Select this option to change your password for logging into the application.
Change Workstation - Select this option to change your workstation ID.

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Preferences - Select this option to control specific elements that display on the Status Bar of the main interface.
You can also add a tab to the Main Menu and change the appearance of the Epicor ERP application by selecting
a theme.
Tracing Options - Select this option to set up a tracing log that captures calls that the user interface is making
to the server. This tool is useful for both web service development and customization. To learn more about
this feature, review Application Help topic: Tracing Options.
Solution Tracking - Select this option to view the list of all solutions created in the Solution Workbench and
select the solution for which you want to track your application's activity. To suspend Solution Tracking, select
an empty row.
Developer Mode - Select this option to put yourself in developer mode so that you have access to the
program customization tools. You can only select this option if your user account is set up for customize
privileges.
Clear Client Cache - Select this option to remove the files from your client cache. Files that are locked are
not cleared. After selecting this option, you are prompted for confirmation before the files are cleared.
Styling - Select this option and then select a Styling sub-menu option to access the Styling and Themes
functionality. To learn more about this feature, review Application Help topic: Styling and Themes.
Translation Utility - Select this option to manage translations within the Epicor application.
Reset Layouts to Base - Select this option to change your interface settings back to the original settings
that came with your application.
Reset Layouts to Last Saved - Select this option to reorganize your interface settings back to the last saved
version.
Save Settings On Exit - Select this option to ensure that the settings you made to personalize the main
interface, such as adding shortcuts to your Favorites bar or changing the view, are saved when you exit the
application.
Save Active Forms Settings - Select this option to save the information about the forms that are open and
records that are displayed. When you log in again, the saved forms open and load with the appropriate record.
Delete Active Forms Settings - Select this option to indicate you do not want to save the forms data when
the client is closed.
Note The Save Active Forms Settings and Delete Active Forms Settings options only become available
on the Options menu when the <ActiveFormSettings> entry in your application's sysconfig file is set
to ManualSave.

Example <ActiveFormSettings value="ManualSave" options="AutoSave|ManualSave|NeverSave" />

Help Menu

The Help menu gives you access to several areas of help within the application.
When accessed from the Main Menu, the Help menu includes the following options:
Contents F1 -- Select this option to access Application Help from the Main Menu. Once opened, use the
table of contents to navigate to the help topic or enter a keyword to search.
Feature Summary -- Select this option for a high-level overview of the major new functionality released with
each version of your Epicor application.
Tip of the Day... -- Select this option to access a helpful tip about the application. Your Epicor application
comes standard with many default tips. You can also use Tip of the Day Maintenance on the Company
Configuration menu to add your own tips.

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Classic Menu User Interface Navigation Course

Epicor on the Web -- Select this option to access the following links:
Epicor Home... -- This link displays the Epicor homepage www.epicor.com.
EPICweb - Support... -- This link displays the login screen to access the epicweb.epicor.com site where
live chat support is available.
MyEPICweb... -- This link displays the login screen to access the EpicWEB portal where you can download
information, access support services and enroll in Epicor Education Courses.

About Epicor -- Select this option to access information about the version of the software you are running.
If your system has customizations, the customization version is included. The System Info button on this
window provides access to an additional window with two sheets. These sheets display the following
information:
System Summary -- This sheet displays information such as the name of you operating system (OS), the
name of your computer, and how much RAM you have.
Software Environment -- This sheet displays information such as the Epicor Version you are using, the
customization name, and the company into which you are logged.

Program Menu Options


When accessed from a program menu, the Help menu includes the following options:
Epicor on the Web -- Select this option to access the links described earlier.
Field Help-- Select this option to view definitions and technical details for a specific field.
Application Help -- Select this option to access application help. Once opened, use the table of contents to
navigate to the help topic or enter a keyword to search.
About -- This window displays key information concerning your version of Epicor ERP, the release date and
license information.

Field Level Help

This section provides detailed information about the Field Level Help function, which gives you the capability
to display help for a specific field.
The field help functionality is a quick reference tool. Rather than looking through the Application Help to find a
field definition, you can activate this feature to get the field help by clicking the required field.
To enable the Field Help in a program, from the Help menu, select Field Help. When you select a specific field
on the interface, the Field Level Help and Technical Details (if you have permission to view technical details)
for that specific field display.
Field Level Help - This is the text description of the field taken from the Application Help. The Field Help can
be used as a learning tool to get documentation on each field.
Technical Details - This is the field's data dictionary information. Use the technical specifications of a field
when building BAQs, BPM methods, and when using other advanced functions of the Epicor application.
Note Technical details are only viewable when permission to access the corresponding business object
has been granted. This permission is set in Process Security Maintenance, for the bo.DataDict
business object.

In order to accommodate a large amount of information, the Field Help window allows scrolling when necessary.

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Navigation Course Classic Menu User Interface

Workshop - Application Help Tour

In this workshop, tour the Application Help, become familiar with the Application Help menu structure, and use
the Application Help search engine.

Use the Application Help

1. From the Help menu, select Contents.


The Epicor Help window displays.

2. In the Search field, enter Configurator, and press Enter to search for and locate information pertaining
to the Configurator topic.
The search engine returns multiple results and displays the results in the Contents pane.

3. Click on a topic to review.


More information and hyperlinks to related subjects display in the Contents pane.
Note At the bottom of each child topic is a hyperlink to direct you back to the parent topic.

4. Close the Epicor Help window and return to the Main menu.

Use the Field Level Help


Navigate to Job Entry.
Menu Path: Production Management > Job Management > General Operations > Job Entry

1. Navigate to the Project sheet.

2. Click in the Project ID field.

3. From the Help menu, select Field Help.


The Field Help displays in the left pane of the screen.

4. Click the Pin icon to dock the sheet to the program window and view the field description that displays.
If you have access permission to the data dictionary, you can view the technical information for this field.

5. To view technical information, click Technical Details.


Technical information from the data dictionary displays for this field. To switch back to the field description,
click Field Level Help.

6. Click on a different field within the program, and press F1.


This displays the Application Help topic related to the field in which the cursor is located.

7. Exit the Application Help, Job Entry and close the Epicor application.
In the workshops that follow, you will log into the application again, using the Modern Shell Menu style.

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Classic Menu User Interface Navigation Course

Folder List

Use the Folder List and the Contents Pane on the main interface to review and gain access to programs. Both
these areas essentially comprise the Main menu in the Epicor application.
The screen capture below shows the Folder List and Contents Pane on the Main menu:

Contents Pane and Status Bar

The Contents Pane is to the right of the Folder List. It displays the contents of the folder selected in the Folder
List. Programs are typically launched from the Contents Pane. Use the View menu to select which elements of
the main interface you wish to display. If you select Full Tree from the View menu, you can launch programs
directly from the Folder List.

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Navigation Course Classic Menu User Interface

Status Bar

The Status bar is at the bottom of the main interface. It displays your current User ID, current language, and
current company. Use the Options menu to change the current User ID, company, site, or language.
Note The Status bar display varies depending on your Preference settings.

Favorites Bar

The Favorites bar (sometimes called the Favorites Tab) is an area of the main interface where you can set up
and access program shortcuts. It typically displays next to the Menu Groups tab, and it contains shortcut icons
for programs you frequently use.
You can create shortcuts for internal programs. You can also create shortcuts that let you launch external programs,

such as Microsoft Word , AutoVue , graphics programs, and so on.
Note You can set up your entire workflow through shortcut icons. Create shortcut icons for the common
programs you frequently use. You can also create a Favorite Group for external and internal programs
you use less frequently.

Menu Items

Use various Menu Items to select a company, site and to access programs within the Epicor application.
The following is a list of Menu Items icons that display within the Menu Group tab and the Contents pane

Icon Identification
Company

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Classic Menu User Interface Navigation Course

Icon Identification
Site

Maintenance or Entry Program

Process

Tracker or Dashboard

Report

History Toolbar

Use the History toolbar to quicky access the programs recently used during the current session.
The following is an example of the History toolbar:

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Navigation Course Classic Menu User Interface

Module Overview

The user interface at the module level is a segment of the main interface, and it provides an explorer-type tree
view of application categories and modules.
The tree view structure for each module group can be expanded to display the modules included in each group.
Each individual module can then be expanded to display the two or three main folders that make up the module,
and each of those folders in turn can be opened to display a list of its available programs.

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Modern Shell Style User Interface Navigation Course

Modern Shell Style User Interface

The Modern Shell style menu is introduced in Epicor 10. Use this interface to create a unique Home page that
provides more efficient access to programs within the application that you need.
Similar to Windows 8 menu style, utilizing kinetic scrolling, the Modern Shell menu is more touchscreen-orientated
for use on mobile devices such as tablets, but can you also use the keyboard and mouse for navigation as well.
The list of main features includes the following:
Use Tiles - main building blocks of the home page to quickly access Epicor Forms, URL Links, documents or
programs you use the most.
Organize tiles into Tile Groups such as Favorites List, or maintain your custom groups, for example, most
frequently used Purchase Management forms.
Quick access to Company Selector.
Move through the currently open applications using the Top Bar or Navigation Arrows.
Utilize the Search application and context specific options using the Application Bar at the bottom.
Example The following is an example of the Home Page's main interface controls. These are discussed in
more details in the following topics.

Logging In

On the Log on window, you have an option to launch the Epicor application using the Modern Shell Menu.
To log in, you must first set up a valid User ID and Password in User Account Maintenance.

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Tip If your System Administrator has enabled Single Sign-On (SSO), you are automatically logged into
the Epicor ERP application using the User ID and Password you entered when you first logged into your

Windows operating system.

Workshop - Log in to the Application and Use the Modern Shell Style Interface

This workshop demonstrates how to launch the Epicor application using the Modern Shell Style interface.

1. On your PC desktop, double-click the Epicor icon.

2. If your application's sysconfig file and your application shortcut are set to launch the Modern Shell Style
interface by default, in the User Name and Password fields, enter manager and click the Next icon.

The Home Page displays.

3. If your application's sysconfig file and your application shortcut are set to launch the Classic Style by default,
the following Log On window displays:

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4. In the User Name and Password fields, enter manager and click Windows 8 Style to launch the application
using the Modern Shell Style interface.

Explore Home Page

When you launch the application using the Modern Shell menu, you are automatically presented with the Home
Page.
In the following topics, learn how to use individual elements and customize the Home Page to best fit your
preferences.

Tiles

A Tile is the main building block of the Home Page. This interface displays both individual tiles and related tiles
organized within tile groups.
Each tile contains one or more shortcut icons you can use to launch an Epicor ERP program or an external program
you frequently use. Each tile is a specific type which defines what shortcut icons and features it contains. Available
tile types:
Links - Contains Epicor Forms, URL Links, documents, or other programs.
BAQ Gadget - Displays business activity query (BAQ) results within a Home Page tile.
Favorites List - Contains icons you use to launch frequently used programs.
General - Adds standard tiles delivered by Epicor.
Epicor Social - Displays your Epicor Social Enterprise message feeds; you can also click on this tile to post
messages.
You can add, remove, and modify tiles to create a Home Page layout that streamlines your use of the Epicor ERP
application. You can also save Home Page layouts for use as the default Home Page for specific companies and
users. Leverage these features to create a Home Page that works best for you.
If you have several tiles on your Home page, the Zoom button displays. Click this button to enlarge the size of
the tiles, making them easier to see. You can also click this button again to reduce the size of the tiles. If you
only have a few tiles on the Home page, the Zoom button does not display. For example, the installed version
of the Home page does not have the Zoom button.
Tip For more information on how you personalize the Home Page layout, review the Personalization topics
in the application help or the Personalization chapter in the Customization User Guide.

General

Use the General tile type for standard tiles delivered by Epicor.
The following is the list of tiles you can add using this option:
Menu - Provides access to the Menu application.
Settings - Provides access to application Settings such as current environment options, changing a color
scheme or configuring your Epicor Social Enterprise access.
Help - Provides access to the Help application.
Recent Forms - Provides a list of your recently visited Epicor forms.

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Example The following is an example of delivered forms you may add into your Home Page.

Epicor Social

Use the Epicor Social tile to view your Epicor Social Enterprise message feeds and post messages directly from
the Home Page.
Epicor Social Enterprise is an information network designed to support information exchange across your business
enterprise. The Epicor Social tile is one integration point for Epicor Social Enterprise in the Epicor ERP application

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client. From the client, you also can access and work with the full functionality of your Epicor Social Enterprise
account, or you can choose to work in Epicor Social Enterprise in the context of a selected ERP data record. For
more information, see the topic Epicor Social Enterprise in the Supplementary Programs and Tools section.
Important Before using the Epicor Social tile and other Epicor Social Enterprise integration points, you
must configure a connection to your Epicor Social Enterprise site. For more information, see the topic
Connect to Epicor Social Enterprise under Epicor Social Enterprise in the Supplementary Programs and Tools
section.

BAQ Gadget

Use the BAQ Gadget type to display Business Activity Query results within a Home Page tile.
When you attach a BAQ to a tile, you can select to periodically refresh the BAQ results to make sure you work
with the latest database output. Optionally, you can select a different item to open when users click the BAQ,
such as existing Epicor forms, websites, applications or documents.
Example The Current Order tile displays a single row result returned from the source BAQ. The Purchased
Parts tile displays an example of multiple rows returned from the BAQ, using a list style of tile.

Another example would be to display the list of customers and invoke the Customer Maintenance form when
users click a BAQ line.

Quick Access To Open Forms

Within the Modern Shell Menu, you can quickly access opened forms and applications.
The following are the ways of accessing forms:
Use the sliding Open Forms Bar found at the top of the screen to visually display forms.
Tip Click a form icon to maximize it or click the x button to close it.

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On the Home Page, use the Navigator buttons found in the top right corner to scroll through the opened
forms.

Within an opened program, you can also use the Navigator buttons to quickly access opened forms or jump
to the Home Page.

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Application Bar

Use the sliding Application Bar found at the bottom of the page to access the Search application and invoke
context menu options.

The following is the list of main features:


On the right side of the bar, use the context specific buttons. The list of available options changes based on
the item for which you invoke the menu.

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Example When you right-click the Epicor Tile group, the Add Tile, Edit Tile and Delete Tile options
display.

On the left side of the bar, the list of session-specific settings displays:
Change User - Select this option to access the Log On window and log into the Epicor application with
a different User ID and Password.
Change Language - Select this option to change the language for your session.
Change Workstation - Select this option to change your workstation ID.
Solution Tracking - Select this option to view the list of all solutions created in the Solution Workbench
and select the solution for which you want to track your application's activity. To suspend Solution Tracking,
select an empty row.
Tip The Solution Tracking feature is only available to users with Can Track Solutions privileges
defined in the User Account Security Maintenance. For more information, review the Solution
Management chapter in the Customization User Guide.

Developer Mode - Click this button to activate the customization tools. The application now runs in
Developer Mode, so as you launch each program, a Select Customization window displays. Use this
window to select a customization you want to display. Each program also has a Customization option
available on the Tools menu; select this option to access the customization tools.
Tip For more information on these tools and how to display customizations, review the Customization
User Guide.

Tracing Options - Click this button to display the Tracing Options Form. You use this window to activate
the client trace log. You use this log to develop Business Process Management (BPM) directives and track
performance issues.
Tip To learn more about the features available on this window, review the Tracing Options
documentation and the Performance Tuning Guide; both resources are available in the application
help.

Change Company

Use this function to change the company for which you are entering data. You can enter data for a company
for which you are authorized. A list of authorized companies for each user is maintained through User Account
Maintenance.
The current company and site information displays as a link in the top right corner of the Home Page.

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Example

To change the current company, click the link and select a company on the list.

Note The Home Page is customized for all companies. When you create a tile that is a link to an Epicor
form, the current company context is attached to it. You can, however, decide to change the company
context. This option is available both when you add a new tile or when you edit an existing Epicor form
tile.
This way, you could in theory have several different Sales Order tiles on your Home Page, each pointing to
a different company.

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Example

Menu

Use the Menu application launched from the Home Page to access Companies, Modules and Programs found
within the Epicor ERP application.
Programs are grouped first by module category, then by module, and last by function.

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Note To access the application's Menu, click the Menu tile delivered by Epicor. This tile is part of the
General type group.

Select the View Mode

The Menu interface can be viewed in two ways, the Zoom view and the Tree view.
You can switch between the View modes using the icons found in the top right corner of the Men.

Icon Description
When selected, this icon activates the Zoom view.

When selected, this icon activates the Tree view.

The Zoom view is primarily designed for touch screen devices.


It displays the menu for the current Company and Site and it allows the user to focus on one section of the
menu. As the folders are selected on the left, their contents are displayed on the right side.
The following is an example of the Zoom view mode.

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The Tree view displays the application tree on the left of the screen.
You can navigate through companies, modules and related programs by clicking on branches and nodes.
The following is an example of the Tree view mode.

Select the Contents Pane View

The Contents pane displays the contents of the folder selected in the left portion of the screen.
You can switch between the View modes using the icons found in the top-right corner of the Contents pane.

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Icon Description
When selected, this icon activates the List view.

When selected, this icon activates the Tile view.

The List view displays the contents of the selected folder as a list of small icons:

The Tile view displays items as rectangular tiles:

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Showing Waiting Status

When you open Epicor forms, the status slider at the bottom indicates the form is opening. When the form has
opened, the status slider backs down.
If you want to interrupt opening the form, click the X button on the status slider.
To suppress showing the status slider, clear the Show Loading Form animation option on the Settings >
Home Page.
Example

Context Menu

The Context Menu is activated by right-clicking on a menu item.


The available options for the selected item display in the sliding Application Bar at the bottom of the window.

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Navigation Course Program Features

Program Features

The user interface at the program level contains the functions needed to enter and manipulate data.
Use the options on the Menu bar, Standard toolbar, and Navigation toolbar to create new records, modify
existing records, and access additional program capabilities. The program user interface also provides an
explorer-type tree view of records currently open in the program and an area where you can enter and modify
data.
Tip You can open multiple instances of each program. The same program can then display in multiple
windows, so you can review different records at the same time. To do this, launch the first instance of the
program. Then, hold down the Shift key while either clicking the program icon from the Main menu or
launching the program from the Context menu. The second instance of the same program displays.

Important When you launch a program using the Classic Menu or the Modern Shell Menu, the usage
and functionality is identical. Therefore, the following workshops can be performed in either of these
environments.
A concept to remember:
When running the Epicor ERP application using the Classic Style Menu, access to programs is gained
directly through the Main Menu.
When using the Modern Shell Style Menu, on the Home Page, click the Menu tile to gain access to
Epicor programs.
You can also click on the Search icon and then the Menu Search icon. In the Search Panel, enter the
program you want to locate and click the Search button; a list of programs that match your search
parameters displays. Select the program you need to launch.

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Program Interface

The following is an illustration of a typical program interface.

Menu Bar

The Menu bar for a program displays the standard menus, such as the File, Edit, and Tools menus. Each menu
contains a list of related options. You can select which menus display on this menu bar.

Illustration
Following is an example of the Menu toolbar for Order Entry:

Control Set Details


These are the available menus that can display in a program. Some menus may be unavailable for some programs.
Following is a list of menus, in alphabetical order:
Actions Menu - This menu displays options specific to the current program. Use this menu to initiate processes
such as the Transaction Log, data importing, the Job Manager, and other functionality.
Note Some of the options found on this menu are also available as buttons found on various sheets
within a program.

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Edit Menu - This menu allows you to manipulate items on the current record. You can cut, copy, and paste
text from one field to another. You can also undo changes you have made on the current record.
Note Some options found on the Edit menu are also available on the Standard toolbar.

File Menu - This menu allows you to save and delete records. The File menu also contains the Send Sub-Menu
and the Exit option, which allows you to leave the program.
Send Sub-Menu - This sub-menu allows you to send the current record or work list through different options
available on the Send sub-menu, for example by email.

You can also add attachments to each email. On the Email Message window, there is an Insert button
that allows you to find and select the file you want to attach. You can also drag and drop files into the Email
Message window; this also attaches the file.
When you send the current record or the work list to a File, the application creates a .sysconfig file. You
can save this file to your desktop or anywhere on your hard drive. When you open the file, the Epicor Log
On window displays. Once you log in, you are taken to the program from which you sent the file, and the
record or work list that you sent is loaded in that program. This functionality is useful if you work with the
same record or work list in a program on a regular basis.
When you send the current record or work list via Email, the application again creates a .sysconfig file and
attaches it to the email. The email recipient can then double-click the email attachment to access the Epicor
Log On window. Once recipients log in, they are taken to the program from which you sent the email, and
the record or work list that you sent is loaded in that program. This functionality is useful if you want to share
your work with other users.
Important To open an .sysconfig file and have it launch the Epicor Log On window, the .sysconfig
file type must be registered to the Epicor.exe file in your Epicor Client directory on your computer.
For more information on registering the .sysconfig file type, see your System Administrator.

Help Menu - This menu allows you to launch the Application Help for the open program. The Epicor Help
application opens the help topic specific to the current program.
Note You can also bring up a help topic that is specific to the current program or sheet by pressing
F1.

Tools Menu - This menu allows you to customize or personalize the current program. You also access the
program's translation utilities from this menu.
For more information on the functionality available from this menu, review Application Help topic:
Customization and Personalization.
View Menu - This menu allows you to hide or show interface options. This is similar to the View menu on
the application's main interface.

Standard Toolbar

The Standard toolbar control set in a program contains the buttons needed for manipulating data on the current
record. These controls allow you to create, save, and delete records. They also give you editing controls, allowing
you to cut, copy, and paste text into different fields.
Standard toolbar controls also allow you to perform additional functions such as viewing change logs or printing
records. The following exhibit describes each control available on the Standard toolbar.

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Control Level Detail

Click This Button To Achieve This Result

To begin creating a new record. If applicable, click the down arrow to the right of
the New button for a list of the types of records you can create for the program you
New are running.
If you are on a List sheet, clicking New typically adds a blank line to the grid for
entry of a new record.

To save the new record or to save the changes made to an existing record.
Important The application is designed so that when you leave a sheet to go
Save
to another sheet, the program automatically saves the entries you made on
the sheet you are leaving. This can result in seemingly redundant warning or
error messages if some of the entries you made on that sheet are not normally
allowed by the program.

To delete a record or to delete part of a record, such as a line on a sales order.


Important To ensure you do not accidentally entirely delete the data on a
Delete
sheet when you navigate to that sheet, the Delete button is made unavailable
until you select a field on that sheet.

To review the Change Log for the current record.

Change Log

To review the Audit Log, or to add, edit, or delete Audit Log records.

Audit Log

To access Memo Maintenance and add a memo to the record currently open in the
program.
Memo

To review the Call Log, or to add, edit, or delete Call Log records.

Call Log

To review Attachments, or to add, edit, or delete Attachments for the current record.

Attachments

To refresh the data on the current sheet.

Refresh

To retrieve transactions for the current record in a Tracker.

Retrieve Transactions

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Click This Button To Achieve This Result

To clear data that has been entered in the program.

Clear

To print a form or report.

Print

To preview a report or form before printing it.

Print Preview

To generate a report and store it on the Application Server for later printing from
the System Monitor. To submit a process to run in the background.
Generate Only

To cut the current selection (usually text) and move it to the Clipboard to later paste
it elsewhere. This is a standard Windows convention and can also be achieved by
Cut pressing Ctrl + X on your keyboard.

To copy the current selection (usually text) and move it to the Clipboard to later
paste it elsewhere. This is a standard Windows convention and can also be achieved
Copy by pressing Ctrl + C on your keyboard.

To paste the contents of the Clipboard to where your cursor currently sits. This is a
standard Windows convention and can also be achieved by pressing Ctrl + V on your
Paste keyboard.

To undo the last action. Typically, you can click the Undo button several times to
undo the last several actions.
Undo

Navigation Toolbar

The Navigation toolbar allows you to find specific records created by the current program. Use the Search control
to find a record or records in the open program. Use the navigation tools to scroll through the records you created
since entering the program and the records you pulled in from the corresponding Search window.

Control Level Detail


Click the Search icon to access the main Search window for the program. The Search window allows you to
locate an existing record that you may want to review or maintain.

The following is the Search icon:


Note If the record for which you are searching consists of multiple tables such as orders, jobs, customers,
suppliers, and you select multiple records in the Search window, the program's tree view only shows the
one record in context. Navigation within the tree allows you to go between tables or pages within that
record. The Navigation toolbar provides a list of the records you selected in the Search window.

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Click in the Navigation Tools Area to browse through and select from a list of records created within the current
program or sheet. This area also lists the record(s) that you pulled in from the Search window.
The following is an example of the Navigation Tools Area:

Currency Toolbar

The Currency toolbar is available if your company uses the Currency Management module.
If a customer or supplier record is set up to use a specific currency, financial transactions with this customer or
supplier use this selected currency by default. The Epicor ERP application considers this currency as the
transactional, or doc, currency for the customer or supplier. A specific record, such as an accounts payable (AP)
invoice or a sales order, can also have an original transactional currency it uses for amount values.
Each company can have up to three reporting currencies and one base currency available. A reporting currency
is one used to record, or report, the amounts on a transaction for financial activities such as taxing and auditing
purposes. A base currency is the primary currency used for transactions within a specific company.
Because you may need to review or record a transaction using a reporting currency or the base currency, you
can quickly convert the transaction amounts through the Currency toolbar. These amounts automatically convert
using the current exchange rate and conversion rule assigned to the source and target currency pair.

Tree View

The tree view portion of the program interface (also called the Work List) is the area that is typically to the left
of data entry sheets. It displays, in an explorer-type view (expanding and collapsing folders), the record or records
with which you are currently working.
Records display in the tree view after you create them in the program or after you pull them in from the Search
window.

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Note If the record for which you are searching is comprised of multiple tables such as orders, jobs,
customers, suppliers, and you select multiple records in the Search window, the program's tree view only
shows the one record in context. The Navigation toolbar provides a list of the records you selected in the
Search window.
An unpinned and hidden tree does not refresh itself during the addition of records. As a result, performance
during mass addition of rows that would display on a tree goes more quickly if the tree is hidden.

Example You are in Part Maintenance modifying an existing part, and you want to modify some
information for one of the revisions for the part. You can expand the node in the tree and click the specific
revision for which you want to modify information. The program automatically moves you to the sheet
with that revision displayed.

When you right-click a node on the tree view, a context menu displays. Depending on the active program, the
displayed record and the active node, different options are available. For example, if you are in Sales Order
Entry and you right-click the Order node, the Add New Attachment option is available.
For Job Entry and the Engineering Workbench (and other similar programs), you use the tree view as a true
working area to build the method of manufacture (MOM) for a part. For more information, review Application
Help topics: Job Entry > Job Tree View and Engineering Workbench > Tree View.

Sheets

A sheet is a layer of a programs interface that contains related functionality. It is the main input and display area
for a program. Sheets may contain grids and other elements. Often, sheets contain tab panels allowing multiple
views.
Sheets can be torn off and placed anywhere on the desktop. In the same way that sheets of paper connected
with a paper clip can be reorganized, sheets within a program can be reorganized from their default positions.
To reset the sheets back to their default positions, from the Tools menu, select Reset Layouts to Base.

Field Types

You have a variety of ways to enter data on a sheet within a program. This topic gives a brief description of each
of these data entry methods, along with an illustration of the sheet element.

Data Entry Elements


The following data entry elements are listed in alphabetical order:
Check Box - A check box is a box on a sheet that you can select or clear with your mouse. Check boxes are
not mutually exclusive like radio buttons. In other words, you can typically select more than one check box
in a specific area of a sheet. Check boxes are used to enable or disable functionality or to mark a record with
a particular status.
Example

Combo Box - A combo box is a field with a drop-down list of valid selections. The selections in the list are
tied to a table of valid records that were typically entered through one of the application's many Maintenance
programs.
Only records in the drop-down list are valid entries for the field. If the entry you want to make is not in the
drop-down list, access the appropriate Maintenance program (often by placing your cursor in the combo box

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field, right-clicking, and selecting the Entry program), add the record, and return to the current program to
select the new record from the list.
If your sheets are set up for it, combo boxes display a status indicator to indicate that a Search program exists
for the data for that field. For more information about status indicators and about how to access the
corresponding Search program, review Application Help topic: Program Interface > Sheets.
Example

Grid - Grids display information through a series of columns and rows. Each column displays a category of
information, such as Part Number or Postal Code, while each row displays data from individual records.
Group Box - Group boxes allow you to see several selectable options at once. They usually come in pairs
where another group box displays the current selected options. Use the arrow buttons between the group
boxes to move the options from one box to the other.
Example

Radio Button - A radio button is a circle on the sheet that you can select or clear with your mouse. Once
you tab to a radio set, you can use the arrow keys on your keyboard to move among the options in the set
and select one.
Unlike check boxes, radio buttons are mutually exclusive. In other words, you cannot select more than one
radio button in a specific area of a sheet. Radio button settings tell the application how to treat a record under
certain circumstances.
Example In the following example, the radio button setting is telling the application that if a transaction
for a part in a specific part class causes the on-hand quantity for that part to go negative, it should take
no action.

Text Box - A text box is a data entry field that typically allows free-form entry that is not tied to a system
table. This includes fields such as Description, Date, Name, Address, Phone Number. Text boxes accept free-form
text and numeric entries like dates, figures, phone numbers, and monetary amounts.
Example

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List Sheets

The List sheet displays the current records in a list format. These are the records you created since entering the
program and records you selected after accessing the applicable Search program.
These same records are also available in the Navigation area, and often the tree view (Work List) also displays
these records.
Note Some programs have more than one List sheet. Often, different parts of the program, such as the
Header and Detail sheets, each have their own List sheet. For example, a program such as Purchase
Order Entry has a List sheet at the header level that displays the purchase orders with which you are
working. Another List sheet at the line level displays the lines for the purchase order with which you are
currently working. Then another List sheet at the release level displays the releases for a specific line on
the purchase order with which you are currently working.

Comments

Use the Comments sheets to review specific notes on the selected operation record.
By adding a comment text you are less dependent on external documents, spreadsheets, or employee feedback.
Important Comments are used by other programs and can be printed on reports or forms.

Report and Form Filters

Use the Filter sheets to select the different types of records to include on a report/form. If no specific records
are selected on the filter sheets, the report/form prints all records that match the parameters you defined on the
Selection sheet.
Example You wish to print the Material Transaction Detail Report. Leverage the filters to select which
parts, warehouses, and transaction types you want to include on the report. If you do not use the filter
sheets to select specific parts, warehouses, or transaction types for your report, the report automatically
includes all these items.

Workshop - Create a Record in the Detail Sheet

In this workshop, create a record using the Detail sheet. This is the primary way to create new records.
Navigate to Terms Maintenance.
Menu Path: Financial Management > Accounts Receivable > Setup > Terms

1. From the New menu, select New Terms ID.

2. In the Code field, enter XXX1 (where XXX are your initials).

3. In the Description field, enter XXX Favorable (where XXX are your initials).

4. In the Number of Payments field, enter 2.

5. In the Terms Type field, verify Days defaults.

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6. In the Number of Days field, enter 10.

7. In the Discount Type field, verify Days defaults.

8. Click Save.

9. Remain in Terms Maintenance.

Workshop - Create a Record in the List Sheet

In this workshop, create a record in the List sheet.

1. Navigate to the List sheet.

2. In the grid, click in the Description field.

3. Press Enter to add a new row to the grid.

4. Navigate to the Detail sheet.

5. In the Code field, enter XXX2 (where XXX are your initials).

6. In the Description field, enter XXX Unfavorable (where XXX are your initials).

7. Click Save.

8. Navigate to the List sheet.

9. Enter the following information:

Field Data
Terms Type Days
Number of Payments 6
Number of Days 20
Discount Type Days

10. Click Save.

11. Remain in Terms Maintenance.

Workshop - Delete a Record

If a record is no longer needed, it can be removed. In this workshop, delete a record.

1. Navigate to the List sheet.

2. Scroll to the far left side of the grid to view the System Default column.

3. Highlight the XXX Unfavorable record (where XXX are your initials) by clicking the row.

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4. On the Standard toolbar, click Delete.


The Delete this record? message displays.

5. To the message, click Yes.

6. Remain in Terms Maintenance.

Workshop - Use the Search Button

There are various methods used to find records in the application. In this workshop, find a specific record.

1. Navigate to the Detail sheet.

2. On the Navigation toolbar, click the Search (binoculars) icon.


The Terms Search window displays.

3. In the Terms Search window, click Search.

4. In the Search Results grid, click Select All.

5. Click OK.
In the tree view, all the records display.

6. In the tree view, select XXX Favorable (where XXX are your initials).
On the Detail sheet, the XXX Favorable (where XXX are your initials) record displays.

7. On the Standard toolbar, click the Clear icon.


The Clear this form? message displays.

8. To the message, click Yes.


In the tree view, no records display any longer.

9. Remain in Terms Maintenance.

Workshop - Organize Records in a Non-Sequential Order

In this workshop, search for and select multiple records in a non-contiguous order.

1. Verify the Detail sheet displays.

2. On the Navigation toolbar, click the Search (binoculars) icon.


The Terms Search window displays.

3. In the Terms Search window, click Search.

4. In the Search Results grid, select 1/10 Net 30, Net 45, and XXX Favorable (where XXX are your initials)
by pressing the Ctrl key.

5. Click OK.
In the tree view, the selected records display.

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Program Features Navigation Course

6. In the tree view, select 1/10 Net 30.


On the Detail sheet, the 1/10 Net 30 record displays.

7. On the Standard toolbar, click the Clear icon.


The Clear this form? message displays.

8. To the message, click Yes.


In the tree view, the selected records no longer display.

9. Exit Terms Maintenance.

Workshop - Update an Existing Record

Once you create new codes in the application, you can update existing records with the selected terms or use
these new codes on new records. In this workshop, edit a record in Customer Maintenance.
Navigate to Customer Maintenance.
Menu Path: Financial Management > Accounts Receivable > Setup > Customer

1. Navigate to the Customer > Detail sheet.

2. Click the Customer button and click Search.

3. In the Search Results grid, select two customers by pressing the Ctrl key.

4. Click OK.

5. Next to the Navigation toolbar field, click the down arrow.


A drop-down list of the selected customer records opens.

6. From the drop-down list, select the second customer record.


On the Customer > Detail sheet, the customer information displays.

7. Navigate to the Billing > Detail sheet.

8. In the Terms field, select XXX Favorable (where XXX are your initials).

9. In the Term Type field, select Monthly.

10. In the Billing Day field, select 5.

11. On the Standard toolbar, click the Clear icon.


The Clear this form? message displays.

12. To the message, click Yes.


In the tree view, the selected records no longer display.

13. Exit Customer Maintenance.

50 Epicor ERP | 10.1


Navigation Course Program Features

Data Entry Overview

This section of the course describes the data entry options available in the Epicor application.

Calculator

The Epicor application calculator is available from numeric fields. To help you calculate amounts for numeric
fields throughout the application, right-click in the numeric field, and from the Context menu, select Calculator.
The calculator looks and operates like the calculator available for Microsoft Windows operating systems. Use the
calculator to perform your mathematic operation(s), and then click OK to populate the numeric field with your
results.

Date Formats

Date fields can be entered in the MM/DD/YY format. For example, October 11, 2013, can be entered as 10/11/13,
and the Epicor application will supply the century. If you enter two digits for the month or day (for example 10
or 11) you do not need to enter the slash (/): it will fill in for you. If you leave the year blank, the application will
always assume the current year.
In a four-digit year field, when you enter two digits for the year, the application assumes the 20th century for
years entered between (and including) 30 and 99, and the 21st century for years entered between (and including)
00 and 29. For example, if you enter 02/16/31, the application will assume February 16, 1931. If you enter
02/16/13, the application will assume February 16, 2013.
To help you enter a date, access the popup calendar from a date field by clicking the down arrow to the right
of the field. A calendar will be displayed. You can move forward or backward in the calendar by clicking on the
Month arrow buttons. To select a specific date and populate the date field, just click that date in the calendar.

Keyboard and Mouse Conventions

This topic describes the use of the keyboard and mouse in the Epicor application. The descriptions given here are
general. More specific information on the use of the keyboard or mouse may be given in the context-sensitive
help available for each program.

Keyboard Conventions

Press This Key Achieve This Result


[Enter]
Activate the current button, or activate the default button, or select an item in a
list.

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Program Features Navigation Course

Press This Key Achieve This Result


If the Handle <Enter> as Tab check box is selected in the Options window for
a program, you can press <Enter> to move from field to field.

[Esc]
Execute the Cancel button.

[SpaceBar]
Activate the current button, or enter a space in the current text field.

[Tab]
Move to the next field.
If the Handle <Enter> as Tab check box is selected in the Options window for
a program, you can press <Enter> to move from field to field.

[Shift-Tab]
Move to the previous field.

[PgUp]
Move to the previous page in a list, or move to the previous record in a file.

[PgDn]
Move to the next page in a list, or move to the next record in a file.

[Ctrl][PgUp]
Move to the top of a list, or move to the first record in a file.

[Ctrl][PgDn]
Move to the bottom of a list, or move to the last record in a file.

[DnArrow]
Move automatically through the list of options for the field.

[Ctrl][C]
Copy current selection to clipboard.

[Ctrl][X]
Cut current selection to clipboard.

[Ctrl][V]
Paste current selection to clipboard.

[F1]
Display the Application Help.

Important The tilde(~) and the reverse accent(`) are illegal characters in the application. These characters
should never be entered in application fields.

Mouse Conventions
Click the right mouse button in the text area of sheets and windows to bring up an Edit menu. Cut, Copy and
Paste options are available from the Edit menu to work with blocked areas of text. These options work the same
as the standard Windows Cut, Copy, and Paste functions. Highlight an area of text that you want to work with
and select an editing option.
Many other mouse conventions are available throughout the application. They are explained within the Application
Help topics to which they apply.

52 Epicor ERP | 10.1


Navigation Course Program Features

Open With Functionality

The Epicor application offers Open With functionality on many of the key data fields in the application.
You can access this functionality by right-clicking while your cursor is positioned in one of these key fields. An
Open With context menu that is applicable for that field is displayed, and you can select an option on that menu
to be taken to a new program or window.
The key data fields that offer the Open With Context Menu functionality include, but are not limited to:
Job
Sales Order
Purchase Order
Part
Part Description
Lot
Customer
Supplier

The options that are offered on the Open With Context Menu include, but are not limited to:
Entry program
Search program
Tracker program
Extended description
Available to Promise

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Conclusion Navigation Course

Conclusion

Congratulations! You have completed the Navigation course.

54 Epicor ERP | 10.1


Additional information is available at the Education and
Documentation areas of the EPICweb Customer Portal. To access
this site, you need a Site ID and an EPICweb account. To create an
account, go to http://support.epicor.com.