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Practical Technology Solutions
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Epicor Software Consultants
Epicor Software Consultants

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Entry level Information Technology consultant/trainer/business analyst position with a local company. Willing to travel and work patiently with users. Fast learner, articulate & detailed oriented. Excellent written & verbal communication skills. Send resume to: info@practicaltek.com
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We are looking for someone who would be interested in making marketing phone calls for 8 hours a week at the office for PTS (www.practicaltek.com) starting just after the new year.
Send an email to.... info@practicaltek.com if interested.
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PTS is hiring!

Full time entry level IT developer required for growing software business. Seeking someone who is teachable and eager for challenges. Pluses would be: Exposure to ERP manufacturing systems, Crystal reports, SSRS, C#, and .NET programming tools. Local candidates only. Interested applicants can send their resume to: info@practicaltek.com
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PTS is Growing.
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Practical Technology Solutions, LLC (www.practicaltek.com) created a customization inside Epicor®10 in the Master Pack application that allows for the processing of shipments in a semi-automatic and batch process. The enhancement allows for the closing, staging, and shipping of a master pack from three checkboxes added to the top right of the screen.
First I added three checkboxes which are not bound to any fields. This is because the changing of the status is not tied to Booleans, but instead a single ‘Status’ field that changes based on Actions that are performed.
This document does not cover the importing of adapters or the use of ‘using’ statements please make sure you have an understanding of these concepts before continuing.
The first checkbox is the Closed checkbox. This checkbox is actually mimicking functionality found in the Actions menu of the Master Pack Shipment screen.

Here we can see the Open and Close actions inside the Actions menu, these Actions are related to F3 and F4 keystrokes. So for this checkbox I am mimicking the keystroke of those keys.

Our solution for this checkbox incorporates the event these are in via a CheckedChanged event. This will trigger every time the checkbox changes from checked to unchecked and vice versa. The ‘SendKeys.Send()’ is used for the actual ‘pressing’ of the F key, then updating of the checkbox and the EpiShape which is the red closed rectangle next to the checkbox. It is hidden until the checkbox is true. As you can see in the below code, if the status is ‘Closed’ when the closed checkbox is checked then it will ‘Open’ the master pack. All the checkboxes work in the way, both closing and opening, bother staging and unstaging and both ship and unship. What is interesting is that the close and open are done with just fake keystrokes, while the other two checkboxes (stage and Shipped) use a combination of fake keystrokes and adapters to mimic actions done outside the master pack screen.
Next is the Stage checkbox. Checking and unchecking this box will toggle the status from Staged to Closed (closed is the status after it is ‘unstaged’).

The Stage action is available in the Actions menu inside the Master pack screen so this again was accomplished by a fake keystroke

A partial screen shot of the code shows a keystroke of F7 Stages the master pack.

However for the Unstaging of a master packing you will need to go to the Stage Ship Confirm screen to accomplish that. This would require a right click on the Staging area drop down.

Then once in the Stage Ship Confirm Screen you can select a row and use its Actions menu to ‘Unstage’


This was accomplished inside the Master Pack Screen by using adapter to mimic this process. By using a Trace I was able to find out what the adapters needed passed to them to accomplish the desired actions.
Then finally the shipping checkbox, which only uses the adapter method as both shipping and unshipping a master pack happens form the Stage Ship Confirm screen.

This was the most complicated action done through the adapter method. This declares a BO then steps through several methods inside that business object.
We found what needed passed to the methods by using the Trace feature and the Object Explorer inside the customization screen. Trace below was used to find the ship confirm values that needed passed.
This uses three checkboxes and three epishapes to updating/hiding/checking is all done with EpiViewNotifications and a switch statement. This allows the ship checkbox to only be available once a master pack is staged. As well as manage the color-coded shapes that appear next to the checkboxes.
www.practicaltek.com
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Changing the default Epicor® Sort Order
Have you ever wondered why when you do a search in Part Maintenance that you get results which precede the desired search criteria? For example, we have Parts which start with "RM". We use the Starting At: filter and look for Parts that Start with RMA
This will return parts which precede A We have parts which being with RM- These parts are returned in the resultant search.
Shouldn't we just see Parts that begin with RMA? PTS can help with this problem.
BACKGROUND:
This is a well-known pattern - String sort vs. Word sort and SQL collation (SQL collation will be discussed later in this article - it has the largest impact on the results). With String Sort all characters in the string have an equal weight for sort positioning - this is the Epicor Default as shipped. With Word Sort some characters, like a hyphen, have a reduced weight so that the order of the other characters is more important in the sort positioning - this is the Microsoft default. Multiple things are taken into consideration when sorting/comparing data in SQL Server (and many other platforms) including the collation setting, code page, binary/non-binary, unicode vs. ascii data, and client-side sortSetting.
ADDITIONAL INFORMATION ABOUT EPICOR CLIENT-SIDE SORTSETTING(EXAMPLE):
Below you can see the difference in sort positioning using the same set of values (everything else being equal):
String Sort:
1-1-A
1-2-B
1-3-B
10-C
11-A
12-A
13A
Word Sort:
10-C
1-1-A
11-A
12-A
1-2-B
13-A
1-3-B
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Epicor® SSO (Single Sign On)
A great feature that was built into Epicor® version 10.1 is the ability to use Automatic Sign On. Automatic sign on is similar to Single Sign on which uses your windows domain accounts to login to Epicor®, but with Epicor® Automatic Sign On, it uses your Epicor® ID and password. Epicor® Auto Sign On behaves just like SSO, once enabled you can click on your Epicor®desktop icon and when the application launches, it automatically signs you in using your Epicor® ID and never prompts for a username and password. This is a great feature and requires no appserver changes or task agent changes like SSO does. Contact us to learn more!
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