Aligned Solutions Consulting - Blog #Epicor 101Aligned Solutions Consulting - Blog #Epicor 101https://getaligned.zohosites.com/blogs/tag/Epicor-101Thu, 25 Dec 2025 16:18:26 -0800http://zoho.com/sites/<![CDATA[Epicor 101: Grid/List View Tools]]>https://getaligned.zohosites.com/blogs/post/epicor-gridlist-view-tools
Epicor provides per user (Personalizations) Grid/List View Tools to ease data readability and data analysis in Grid/List Views that are included in each program within the Epicor Application.  The following Grid/List View Tools are covered in this document:
  • Moving  & Adjusting Columns
  • Adding & Hiding Columns
  • Summary Options
  • Group By
  • Column Filters
  • Sorting
  • Split Grids
  • Copy To Excel
  • Save Layouts
Moving & Adjusting Columns You can adjust the columns into the sequence you need. You can, for example, move the columns you want to see the most towards the left side of the column, so they automatically appear when you first view the grid.
  1. In any Epicor program select a List tab that displays the data in a grid.
  2. moving_columnsTo move any column, click on any column header and drag the column header between other column headers and release the mouse button to ‘drop’ the column in that location.  Arrows are displayed to assist with indicating where the column will be placed if released.
  3. adjusting_coulmnsTo adjust the width of any column:
    1. Click and drag on the column border of a column header you would like to adjust. A resize cursor is displayed to assist with adjusting the column width.
    2. To resize any column width to the maximum width of the data in the column, double click on the boarder of a column header. A resize cursor is displayed to assist with adjusting the column width.
Add & Remove Columns You can also modify which columns are displayed in the List view.  To do this, you activate Personalization Mode from the Tools Menu. From the Control Properties windows you select the List control and select the columns you wish to show or hide from the Columns drop down.
  1. add_remove_columnsFrom the Tools menu, select Personalization. The Control Properties window displays.
  2. Navigate to the Grid view you wish to add or remove columns from and click on the Grid.  The Control Properties window now displays the properties for the selected grid.
  1. Click in the Columns field to display the Drop-Down Arrow button. The Column Properties window displays.
  2. Click on the Caption column header to sort the grid columns alphabetically.
  3. Using the ‘Hidden’ column select or deselect the columns you wish to hide.
  4. Click outside the Column Properties window to close it.
  5. Click OK. The Control Properties window closes. The grid now displays the personalization changes you made.
Show Summaries By right-clicking ANYWHERE in the List/Grid View opens the List/Grid View Context Menu. From the List/Grid View Context menu you can enable many of the List/Grid Tools, such as Show Summaries.
  1. show_summariesRight Click ANYWHERE in a List/Grid View to open the List/Grid View Context Menu.
  2. Select ‘Show Summaries’ to enable Summaries.
  3. Now any NUMERICAL value will have a sigma sign; ∑ in the column header. Select the sigma to display and select the Summary function(s) to be performed on that column and select the ‘OK’ button. Summary options include:
  4. Average - This calculates the average value for each record.
    • Count - This displays the number of values that display within a column.
    • Maximum - This is the highest value listed in a column.
    • Minimum - This is the lowest value listed in a column.
    • Sum - This is the total amount of a column.
  5. Scroll to the bottom of the list.
  6. The summaries selected now display the summary values.
  7. The column width may need to be adjusted to view the entire value.
Show Group By Most List/Grid Views offer Show Group By functionality that allows you to group the records in the list by a specific column.  If you are also using Summaries, each group will also be summarized.
  1. Right Click ANYWHERE in a List/Grid View to open the List/Grid View Context Menu.
  2. Select ‘Show Group By’.
  3. Now above the grid a light grey area appears that says ‘Drag a column header here to group by that column.’
  4. Click and drag the column to be grouped to the area above the grid view. Arrows are displayed to show where the column will be dropped.
  5. Now the rows have collapsed to groups with plus symbols next to each group (+). To view the detail rows of that group select the plus sign.
  6. Nested groups can be achieved by dragging and dropping other columns into the Group By area above the grid.show_group_by
  7. Remove any group by columns by dragging the column from the Group By area into the grid area, anywhere. The column will snap back to it’s original position.
  8. To disable the group by, right click anywhere in the List/Grid View and deselect ‘Show Group By.’
Show Grid Filters By enabling Show Grid Filters you may then filter the list by any value in any column.  You may also specify a custom filter by selecting ‘(Custom)’
  1. show_grid_filtersRight Click ANYWHERE in a List/Grid View to open the List/Grid View Context Menu.
  2. Select ‘Show Grid Filters.
  3. Now each column header includes a filter symbol’
  4. By clicking on a column’s filter a drop down of all the values in the column.
  5. Select a value from the drop down list to filter the list to only display the rows with that value.
  6. Select ‘(All)’ to display all values for that column.
  7. Grid filters can be applied to multiple columns at the same time, which act as an AND logical operator.
  8. More complex filters can be applied to each column by selecting the ‘(Custom)’ option from the drop down.
  9. The ‘Custom Filter’ window is displayed and a complex filter can be built for each column.custom_filter
  10. To disable all grid filters, Right Click anywhere in the List/Grid view and deselect ‘Show Grid Filters’
Sorting You may sort by any column by clicking on the column header.
  1. Click the column heading (field) by which you want to sort data.
  2. An up or down arrow displays in the column to indicate if the records are sorted in ascending (up) or descending (down) order. If the records are not sorted in the order you want, click the column heading again to change the sort order.
  3. At any time you may clear the Grid Filter by selecting ‘Clear Grid Filters’ from the Grid Context menu.
Split Grids If there are numerous records in a grid, you can split the grid into separate grids to minimize scrolling.
  1. split_gridsTo set up a split grid, place your cursor near the top of the vertical scrollbar.
  2. When the cursor changes to a bold horizontal bar at the top of the grid, hold the mouse down and drag it down onto the grid to where you want to split the grid.
  3. At that spot, release the mouse, and the grid splits into two separate grids, each with its own scrollbar.
  4. To split the grid vertically, select the vertical scrollbar instead.
  5. To remove the split grid, drag & drop the grid split back to the original position.
  6. Grids can be split as many times as needed.
Copy To Excelcopy_to_excelIf further data analysis is required you may copy any grid to Excel by selecting the ‘Copy To Excel’ option from the Grid Context Menu.
  1. Right-click ANYWHERE in the Grid and select ‘Copy To Excel.’
  2. In a few seconds Epicor will Open Excel with the grid data displayed in Excel.
  3. If any Sorts, Group By, Filters or Summaries were applied in the Epicor Grid, those attributes are also copied to Excel as well.
Save Layouts After making the desired changes to any grid you may save the grid changes as a personalization by selecting ‘Save Layouts’ from the Grid Context Menu. It is recommended that after saving a Grid Layout that you navigate back to the tab you wish the form to open on by default and select ‘Save Layouts’ from the Tools menu.
  • The Grid Save Layout saves the grid layout.
  • The Tools Menu ‘Save Layout’ saves the form & tabs layout.
  1. Right-click ANYWHERE in the Grid and select ‘Save Layouts’
  2. The Grid Layout is now saved to your Epicor Account as a Personalization.
]]>Fri, 03 Jun 2016 20:23:22 -0500<![CDATA[Epicor 101: Hotkeys (Keyboard Shortcuts)]]>https://getaligned.zohosites.com/blogs/post/epicor-hotkeys-keyboard-shortcuts
Epicor provides per user options to define Global and per Program Hot Keys assignment. Global Hot Keys consist of about 10 application wide commands. Program Hot Keys are program specific commands that are configured in each Epicor program. Both are configured via the Options dialog by selecting Options from the Tools menu in each Epicor program Global Hot Keys.

1.  In any Epicor program select ‘Options’ from the Tools menu.

  •  You maybe prompted to ‘clear the form’ – Select ‘Yes’
2.  Select the ‘Global Options’ tab and then the ‘Hot Keys’ sub tab.
3. Select the Global Command from the drop down to view or assign a Hot Key.
4. Select the Hot Key Short Cut you want to use for the command.
      • After selecting the Short Cut from the drop down the value is immediately saved and there is no need to close out of the Options windows and reopen to define another Hot Key.
5. In the "Launch Hot Keys" section select the Hot Key for each of the options.
      • Launch Search: by pressing this hot key when in a ‘key’ field (Customer ID, Supplier ID, Part Number, Lot Number, etc) the Search for the key will launch.
      • Launch Enterprise Search: by pressing this hot key when in a "key" Enterprise field will launch an Enterprise Search on that value.
      • Launch Maint with by pressing this hot key when in a "key" field will launch the Maintenance Program for that value.
      •  Launch Info Zone: by pressing this hot key when in a "key" field that has an Info Zone configured will launch the info zone view for the value.
    Per Epicor Program Hot Keys: Most Hot Keys are specific to each Epicor Program.  Most of the commands that are available to define a Hot Key are any of the ‘New’ options and any Menu or toolbar options including the contents of the Actions menu.  This means you can assign almost any command that is normally used with the mouse, such as New Header, New Line, Print, View Call Logs, View Attachments, etc.  By leveraging Hot Keys data entry tasks can be performed quicker and more efficiently.
    1.  Open the Epicor Program that needs Hot Keys assigned.
    2.  From the Tools menu select "Options".
        • You maybe prompted to "clear the form" – Select "Yes".

    3.  Select the "Hot Keys" tab.

    5.  Select the Command from the drop down to view or assign a Hot Key.
    6.  If a Short Cut is already defined it will show up in the Short Cut field, if not the field will read "None".

    7. Select the Hot Key Short Cut to use for the selected command.

        • After selecting the Short Cut from the drop down the value is immediately saved and there is no need to close out of the Options windows and reopen to define another Hot Key.
    8.  Select another Command to be defined from the Command drop down and select its Short Cut. Continue until all desired Command Hot Keys are defined.
    ]]>    Fri, 06 May 2016 20:11:32 -0500    <![CDATA[Epicor 101: Using Searches]]>https://getaligned.zohosites.com/blogs/post/epicor-10-using-searches

    Search programs are available throughout the application. Use these programs to find and select the specific records to display within another program. In each search program, you can filter and organize search results through record specific criteria. You can then select a single record or a group of records. You launch a search window by clicking a Search button next to a key field. These buttons are found on sheets throughout the interface. The button label indicates what specific records this search program locates. There are several different types of searches available in the search interface:

    • Base Search
    • Quick Search
    • BAQ Search
    • Advance Search
    • Data Tags Search
    • Basic Search Features
    • Sort By: Select an option on this drop-down list to organize the search results by a specific field found in the record. The results display in descending order.
    • Starting At: Enter a character or characters to indicate where in the dataset you would like to begin your search.
    • Additional Filters: Many Basic searches offer addition types of filters to further specify the criteria
    • Combobox/Dropdown: Select from a predefined list of values.
    • Search: Click on the Search button to search for an additional filter.
    • Radio Button: Select a radio button that best matches what you are looking for.

    Quick Search: A Quick Search is a custom designed search based on a BAQ (query), that can be developed to provide custom searches that fit a specific workflow or business process.  After selecting the Quick Search from the list and clicking on ‘Search,’ then enter the Quick Search criteria and click ‘Search’ again to view the results.  See the IT Department if you have an idea for a Quick Search.

    BAQ Search: A BAQ search is a predetermined search based on a BAQ (query), that can be developed to provide custom searches that fit a specific workflow or business process.  After selecting the BAQ Search from the list and clicking on ‘Search,’ the results of the BAQ will be displayed.  BAQ searches do not require any criteria to be entered since the predetermined criteria was already provided.  See the IT Department if you have an idea for a Quick Search. 

    Advanced Search: An Advanced search uses a custom dashboard to search for the desired data.  After selecting the Advanced Search Dashboard from the list and clicking on ‘Search’ button, the dashboard will be loaded.  If applicable, enter the Dashboard search criteria and select ‘Search.’  See the IT Department if you have an idea for an Advanced Search. 

    Data Tags 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.  You may Tag any record by Right-Clicking on the data field and selecting ‘Tag Record’ from the context menu. You can add as many data tags as needed to a record, each separated by a space. Because the tags are space delimited, you cannot include a space as part of a data tag.

     Faster Searching: Epicor provides several tools that can get you to your data faster.

    Named Search: Use the Named Search program to create a series of pre-set search options.  You may create Named Searches for Basic, Quick & BAQ Searches.  Named Search Options also allow you to define a default Named Search, if the named search should Auto Execute, set the maximum rows returned and if a single value is returned if it should be auto selected.  You create Named Searches by selecting the ‘Named Search’ button in the Search dialog and setting up the named search criteria.  You may have as many named searches as you wish, and they are displayed in the Named Search drop down.  When selected the search criteria defaults are set on the appropriate search form.

    Options > Auto Populate

    No Action: The default and nothing will happen when you open the program.

    Auto Populate Data: Automatically executes and selects the data specified by the criteria of the Named Search specified.  If you do not select a Named Search, then all the records for the program in the database will be loaded into the program.  This is generally a bad idea.
    Auto Load Search: Automatically opens the Search window with the selected Named Search. If a named search is not select, then the Base Search form will be loaded when the program is opened.

    Enterprise Search: In the Main Menu, you can use Enterprise Search to search for common or basic business objects across the database. Other search programs within the Epicor application are limited to querying records for a specific record type, but Enterprise Search locates a search item throughout the database.  Enterprise Search can be customized to index specific Business Objects and by default all business objects are not indexed.  Many of the common business objects that are indexed include, Customer, Contacts, Ship To, Sales Orders, Shipments, Quotes, Purchase Orders, Parts, Invoices, Cases and Service Calls.  Users can enter the search criteria they are looking for and return results with links to open the business object in its native program.

    ]]>    Fri, 01 Apr 2016 20:04:25 -0500