Epicor Searches:

Many Ways to
Your Data
Rick Bird
Rowmark, LLC.
Blog: www.getaligned.solutions

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About Rowmark & Epicor

• Rowmark is a manufacturer of
engravable sheet plastic for Laser
and Rotary Engraving, Sublimation
and materials for awards and sign
markets.
• Went Live with Epicor 9.05 in
January, 2013
• Went Live with Epicor 10.0 January,
2015
• Through Multiple acquisitions in
2014 & 2015, Rowmark now
operates most of it’s distribution
network.
• Rowmark has heavily leveraged
Epicor for operations, including using
the advanced search functions.
• Usually users asked for reports or
dashboards but after a process
review often times all that was
needed was a custom search.

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 Agenda

1. Introduction

2. Common Search Tools

• Base Search
• Quick Search
• BAQ Search
• Advanced Search
3. Advanced Search Tools
• Named Search
• Data Tag Search
• Predictive Search
• Auto Populate Data
• Auto Load Search
• Enterprise Search

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 Common Search Tools

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Where To Find Search

1. Toolbar Binocular's Button

2. Form Buttons

3. Main Menu (Enterprise Search)

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Common Search Tools

• Base Search
• Quick Search
• BAQ Search
• Advanced Search

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Base Search Features

• Sort By
• Starting At
• Combo/Dropdown
• Search Filter
• Radio Button Filter

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Quick Search

• Handy for times when the

Basic Search does not
provide enough criteria
options.
• Good for adding
additional result columns
when the base search
does not provide the
columns your business
process needs. Can just
emulate the Basic search
criteria

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Quick Search: Quick Step By Step

• Create BAQ
• Create Quick Search
• Setup Quick Search
Criteria
• Test Quick Search
• Set Quick Search
Accessibility, Default &
Scope

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Quick Search: Rowmark Examples
• Part Search
• By Product Group & Part
Class
• By UPC, EAN, etc Code
• Customer Search
• Customer Search: display
additional result columns
• Customer Ship To
• Customer Parts: all parts
ordered & when ordered last.
• AR Invoice Search
• By Part Number
• By XRefInvoiceNum (Legacy)
• Job Search
• Job Dates Range (Start, Due,
Completed & Closed)
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• Order Search
• zOrderLine: by Order Line
details, Part, Customer Part,
Rev, Desciption, etc
• RMA Search
• RMA Detail: Added Case,
Ship To, Part, Ref Order &
Invoice
• Customer Shipment Search
• zCustShipLine: Includes pack
line details such as Order,
Part, etc.
• Supplier Search
• Supplier Detail: added
Supplier Attribute, Supplier
Group, etc
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BAQ Search

• For working with ‘queues’

that need to be
processed or reviewed.
• No requirement for user
entered filters
• Great for created
by\owned by queues
• My Orders
• My Cases
• My Customers
• Simple Grid Dashboard
Alternative

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BAQ Search

• Create BAQ
• BAQ Search Tab
• Select ‘Like’
Columns
• Test

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BAQ Search: Rowmark Examples
• Supplier Search
• SRM Ratings
• Expired QA Certs
• Top Invoiced Suppliers YTD
• Parts Search
• Run Out Parts With No
Inventory
• IC Part Status Mismatch
• On Hold Parts
• No Std Cost Parts
• Customer Search
• Credit Review/Holds
• My Customers (Per Territory
Salespersons assignment)
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• Order Search
• Open Lines that are now
Inactive or Run Out
• Zero Price SO Lines
• Stock & Release Program:
Customer Order with parts on
hand past 90 days.
• Job Search
• Printed\UnPrinted
• My Jobs (by Planner and\or
Prod Team Membership)
• Customer Shipment Entry
• Ship By Today (or other date
range) with certain Status
• Empty Packs (No Detail
Lines)
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Advanced Search

• Uses Dashboards as a
search tool.
• Instead of deploying
MORE dashboards in the
menu.
• Leverage existing
dashboards where they
are needed most, in the
business process flow.
• Use tabs to display
reference data

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Advanced Search

• Create BAQ
• Create Dashboard
• Test
• Enable Advanced
Search
• Select “Like”
Columns
• Test

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Advanced Search: Rowmark Examples
• Purchase Order Search
• Pending PO Approvals
• Includes a Buyers tab with
purchase limits as reference
• Supplier Search
• Supplier Monthly
Invoiced Spend
• Enters Year & Period to
review Supplier Spend
Sorted By Invoiced Amount.
• Can Select Supplier To
Review Supplier Tracker
Information
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• Order Search
• Shipment Planner
• View Orders Due To Ship By
Certain Date To Understand
Progress & Load
• Customer Search
• Credit Hold Orders
• Review Credit Hold Orders
including late invoices,
select customer to open in
Customer Entry to modify
Customer Limit
• Accessed from Customer
Credit Manager
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 Advanced Search Tools

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Advanced Search Tools

• Named Search
• Data Tag Search
• Predictive Search
• Auto Populate Data
• Auto Load Search
• Enterprise Search

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Named Search

•Use the Named Search

program to create a
series of pre-set search
options.
• Per user
• Set Default Named
Search
• For Base, Quick Search
or BAQ Search
• Also used for Auto
Populate or Auto Load
Search

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Named Search: Steps

• Create Named
Search ID
• Set Description
• Select the Search
Type
• Basic
• Quick Search
• BAQ Search
• Set Defaults
• Set Options

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Named Search: Rowmark Examples (over 100)

• Supplier Search • Fulfillment Workbench

• Inactive Suppliers • Ship Today & Customer Group
• On Base Search • On Base Search
• Unapproved Suppliers
• On Quick Search • Job Search
• Customer Search • Released Jobs
• Territory • On Base Search
• On Base Search • Purchase Order Sugg
• Customer Shipment • Buyer & CutOff Date
• Status = Closed • On Base Search
• On Base Search
• DMR Search • Purchase Order Entry
• Open DMRs • Buyer & Open PO
• On Base Search. • On Base Search
• Case Entry • RMA Disposition
• Open Cases • Open Disposition
• On Base Search • On Base Search

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Data Tag Search

•Data tag searches

allow you to search for
records that are
grouped by private or
shared tags. The tags
are unstructured text
values that provide a
way to associate
otherwise unrelated
records so that you or
other users can search
for them.

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Data Tag Search: Add a Tag

• Identify a record
to be tagged.
• Right Click on the
key value
• Select ‘Tag
Record’
• Enter private or
shared tag &
select OK.

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Data Tag Search: Find a Tag

• Open Search
• Select ‘Data Tag’
• Enter Data Tag(s)
• View Search
Results

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Data Tags: Rowmark Examples

• ‘Watch’ Data Tags • ‘Bookmarks’ for grouping

• Customers business objects for review
• Sales Orders projects.
• Purchase Orders • User ID or Initials Data Tags
• Parts • Customers
• Jobs • CSR Ownership
• Cases
• Advanced Dashboard Technique
• Automatic Data Tags • Per User Budget Tracker
• Via BPM or Data • Accounting data tags GL
Directives Budget Accounts with userid’s
• Add predefined data tag on for account activity tracking
update under certain criteria dashboards.
• Remove predefined data tag • Data Classification
on update under certain
criteria • Parts & Product Groups
• Can then be used for email • Some users need more
notifications. precise or different part
classification for reports
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Data Tag Search: Bonus Tip: Tags Dashboard

• Tags can be forgotten

• Create a BAQ on
ICE.SysTag that is
current user specific
or is shared.
• Use Count(*) & group
by to remove
duplicates
• Publish to a
dashboard with two
panes, one for current
user only and one for
is Shared only.
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Auto Populate & Auto Load Search

•Use With Caution!

• Per user
• Auto Populate: Auto
executes the selected
Named search, selects
all records and returns
them to the program.
• Auto Load Search: Auto
opens the search with
the selected Named
Search when the
program is opened.

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Auto Populate & Auto Load Search: Steps

• Open the Program

• Select ‘Options’
from the Tools
menu.
• Select either Auto
populate or Auto
Load Search
• Select the Named
Search from the
Drop down

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Auto Populate & Auto Load Search: Steps

• Auto Populate Data:

When left blank
will then retrieve
ALL DATA records
for the program.
Use With
CAUTION!!
• Auto Load Search:
When left blank
will Auto load the
default search for
the program.

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Auto Populate & Auto Load Search: Rowmark Examples

• Setup Programs • Auto Load Search

• Buyers • A few less clicks!
• Country • Customer Shipment Entry
• Customer Group • Most Trackers – Going to
• FOB Search anyways.
•
•
Part Class
Product Group • Auto Populate Data
• Misc Charges • Well Defined Named Search
• Ship Via • Inspection Processing
• Terms Codes • RMA Disposition
• Users • Fulfillment Workbench
• General Operation Programs • Case Management
• Cross Dock • Customer Credit Manager
• QA Inspection Processing • Job Closing (Candidates)
• Planning Workbench • Planning Workbench
• Supplier Contract Approvals • PO Suggestions
• RMA Disposition (Open)
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Predictive Search

•Similar to Auto
Complete. Searches
as you type.
• Not good for
everything.
• Search against
different fields other
than key field

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Predictive Search: Steps

• Enable Predictive Search

User
• Create Appropriate BAQ
(or use existing System
‘z…’ BAQ)
• Open Program
• Right-Click the Search
field & select ‘Predictive
Search Entry’

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Predictive Search: Steps

• Select ‘New’, set

Predictive Search ID,
Description & BAQ
• Select the Return
Column
• Select your Search by
Column
• Set Top X Rows (default
of 100 seems excessive,
try 25)
• Save > Shared > Save >
All Occurrences
• Test
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Predictive Search: Rowmark Examples
• Order Entry
• Search against Customer PO
when typing in Sales Order
field. CSR’s avoid an
additional step to search for a
sales order by the customer’s
PO.
• Took some getting used to but
proved very helpful.
• Employee Entry
• Search against Employee Full
Name instead of Employee
ID.
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• Part Number
• Handy for long part numbers.
• Customer
• Search by Customer Name
• Supplier
• Search by Supplier Name.
• Job Tracker
• Enter Part Number for list of
all Released Jobs for that
part.
• User Accounts
• Search by Full Name
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Enterprise Search

• Very Powerful Once

Configured Correctly
• Index Database
• Control which BAQ’s
• are indexed.
• Control which fields
are presented in the
results
• Installation & Setup is
easy and the guide is
very helpful.

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Enterprise Search: Tips

• Most common problem

was timeouts
• Create a Search Index
for each Company
• Only Index the BAQs
that each Company
needs.
• Do not rebuild more
than necessary.
• If needed limit the BAQ
results additional date
criteria.
• Monitor Build History
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 Wrap Up: Benefits

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