Epicor BPM Blank Title 115317

Yahoo Archive
1
Marco,



Just a quick add-on to your excellent instructions below. I believe if you
clear client cache (from main Epicor menu), you don't have to exit out of
Epicor after setting the extended properties. That's nice when you're
multi-tasking and have a lot of other windows open.



Kevin



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Marco Vissuet
Sent: Thursday, November 01, 2012 11:34 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Epicor BPM





There's an example on how to do this in the Epicor ICE User Experience and
Customization Guide... if you don't have it you can download a copy of it
from the website.

I would recommend using usercodes for this... so that you don't have to use
up a UD table for it.

To use a user code go to:

Go to System Management, Utilities, User Codes
Select File, New Code
Enter A code Type ID
Enter a description
Save
Select File, New UD code
Enter Code... this is the value stored in the field... Example CA
Enter Description... this is what is going to show in the field... Example
California
Save... Repeat until you added all the states you'll need.

Go to System Management, Utilities, Extended Properties
Enter the table where you will use this. Example Part
Using the tree view select field Character01
On the field, detail sheet enter your UD Code type
Save
Exit Epicor and clock back in.

Click on developer mode
Open the module where it will be added.
Open the toolbox
Add an EpiCombo
On the property sheet set the EpiBinding to Part.Character01
Epicor will do the rest
Save
Exit customization

Marco Vissuet
Systems Engineering
Pacific Contours Corporation
Office (619) 670-3900
Fax (619) 670-1643
mvissuet@... <mailto:mvissuet%40pacificcontours.com>
<mailto:marcov@... <mailto:marcov%40pacificcontours.com> >
http://www.pacificcontours.com/

"The information contained herein may be subject to the International
Traffic in Arms Regulations (ITAR) Warning: - This document contains data
whose export is restricted by the Arms Export Control Act (Title 22, U.S.C.,
Sec 2751, et seq.) as amended, or the Export Administration Act (Title 50,
U.S.C., App 2401 et seq.) as amended. Violations of these export laws are
subject to severe criminal and civil penalties. Disseminate in accordance
with provisions of DoD Directive 5230.25.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of stanchmura
Sent: Thursday, November 01, 2012 5:11 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Epicor BPM

Hi:
A request from my users was to make a drop down menu in the State field of
the customer and vendor master files. Is that possible with a BPM or other
customization tool?

Thanks
Stan Chmura

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
2
Hi:
A request from my users was to make a drop down menu in the State field of the customer and vendor master files. Is that possible with a BPM or other customization tool?

Thanks
Stan Chmura
3
I just finished this. I built a state (and Canadian province) file using one of the UD tables. Then, using form customization, I added a drop-down to the customer and vendor forms with an adapter to the UD table. As we have international and US customers I also added coding to the customizations that displays the drop-down control if the customer is USA or Canada or the text-box control if the customer is international. I also wrote a BPM to make sure the state/province was valid for the country if the country was USA or Canada, I had to put the country number in the UD state/province file to do this last step.

Sue

--- In vantage@yahoogroups.com, "stanchmura" <schmura@...> wrote:
>
> Hi:
> A request from my users was to make a drop down menu in the State field of the customer and vendor master files. Is that possible with a BPM or other customization tool?
>
> Thanks
> Stan Chmura
>
4
Thanks for the reply. Still new to most of those tools. But will see if I
can give it a try.





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
snielsen28
Sent: Thursday, November 01, 2012 10:33 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Epicor BPM





I just finished this. I built a state (and Canadian province) file using one
of the UD tables. Then, using form customization, I added a drop-down to the
customer and vendor forms with an adapter to the UD table. As we have
international and US customers I also added coding to the customizations
that displays the drop-down control if the customer is USA or Canada or the
text-box control if the customer is international. I also wrote a BPM to
make sure the state/province was valid for the country if the country was
USA or Canada, I had to put the country number in the UD state/province file
to do this last step.

Sue

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"stanchmura" <schmura@...> wrote:
>
> Hi:
> A request from my users was to make a drop down menu in the State field of
the customer and vendor master files. Is that possible with a BPM or other
customization tool?
>
> Thanks
> Stan Chmura
>





[Non-text portions of this message have been removed]
5
There's an example on how to do this in the Epicor ICE User Experience and Customization Guide... if you don't have it you can download a copy of it from the website.

I would recommend using usercodes for this... so that you don't have to use up a UD table for it.

To use a user code go to:

Go to System Management, Utilities, User Codes
Select File, New Code
Enter A code Type ID
Enter a description
Save
Select File, New UD code
Enter Code... this is the value stored in the field... Example CA
Enter Description... this is what is going to show in the field... Example California
Save... Repeat until you added all the states you'll need.

Go to System Management, Utilities, Extended Properties
Enter the table where you will use this. Example Part
Using the tree view select field Character01
On the field, detail sheet enter your UD Code type
Save
Exit Epicor and clock back in.

Click on developer mode
Open the module where it will be added.
Open the toolbox
Add an EpiCombo
On the property sheet set the EpiBinding to Part.Character01
Epicor will do the rest
Save
Exit customization


Marco Vissuet
Systems Engineering
Pacific Contours Corporation
Office (619) 670-3900
Fax (619) 670-1643
mvissuet@...<mailto:marcov@...>
http://www.pacificcontours.com/

"The information contained herein may be subject to the International Traffic in Arms Regulations (ITAR) Warning: - This document contains data whose export is restricted by the Arms Export Control Act (Title 22, U.S.C., Sec 2751, et seq.) as amended, or the Export Administration Act (Title 50, U.S.C., App 2401 et seq.) as amended. Violations of these export laws are subject to severe criminal and civil penalties. Disseminate in accordance with provisions of DoD Directive 5230.25.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of stanchmura
Sent: Thursday, November 01, 2012 5:11 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Epicor BPM



Hi:
A request from my users was to make a drop down menu in the State field of the customer and vendor master files. Is that possible with a BPM or other customization tool?

Thanks
Stan Chmura



[Non-text portions of this message have been removed]
6
Thank you very much for the example on user codes in Epicor 9! I had to use a UD table for our current solution, but am working on Epicor 9 and will give this a try there.

Sue

--- In vantage@yahoogroups.com, Marco Vissuet <mvissuet@...> wrote:
>
> There's an example on how to do this in the Epicor ICE User Experience and Customization Guide... if you don't have it you can download a copy of it from the website.
>
> I would recommend using usercodes for this... so that you don't have to use up a UD table for it.
>
> To use a user code go to:
>
> Go to System Management, Utilities, User Codes
> Select File, New Code
> Enter A code Type ID
> Enter a description
> Save
> Select File, New UD code
> Enter Code... this is the value stored in the field... Example CA
> Enter Description... this is what is going to show in the field... Example California
> Save... Repeat until you added all the states you'll need.
>
> Go to System Management, Utilities, Extended Properties
> Enter the table where you will use this. Example Part
> Using the tree view select field Character01
> On the field, detail sheet enter your UD Code type
> Save
> Exit Epicor and clock back in.
>
> Click on developer mode
> Open the module where it will be added.
> Open the toolbox
> Add an EpiCombo
> On the property sheet set the EpiBinding to Part.Character01
> Epicor will do the rest
> Save
> Exit customization
>
>
> Marco Vissuet
> Systems Engineering
> Pacific Contours Corporation
> Office (619) 670-3900
> Fax (619) 670-1643
> mvissuet@...<mailto:marcov@...>
> http://www.pacificcontours.com/
>
> "The information contained herein may be subject to the International Traffic in Arms Regulations (ITAR) Warning: - This document contains data whose export is restricted by the Arms Export Control Act (Title 22, U.S.C., Sec 2751, et seq.) as amended, or the Export Administration Act (Title 50, U.S.C., App 2401 et seq.) as amended. Violations of these export laws are subject to severe criminal and civil penalties. Disseminate in accordance with provisions of DoD Directive 5230.25.
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of stanchmura
> Sent: Thursday, November 01, 2012 5:11 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Epicor BPM
>
>
>
> Hi:
> A request from my users was to make a drop down menu in the State field of the customer and vendor master files. Is that possible with a BPM or other customization tool?
>
> Thanks
> Stan Chmura
>
>
>
> [Non-text portions of this message have been removed]
>
7
Hi:

Thanks for the advice and directions. I did get stuck though. Made it
through the instructions up to Open the toolbox After switching to developer
mode and opening the customer module where my user code will be used, the
select customization window appears, but I do not see the tool box there.
OK to get me to the customer detail form. Still cannot see a toolbox. How
am I missing that?



Thanks

Stan





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Marco Vissuet
Sent: Thursday, November 01, 2012 11:34 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Epicor BPM





There's an example on how to do this in the Epicor ICE User Experience and
Customization Guide... if you don't have it you can download a copy of it
from the website.

I would recommend using usercodes for this... so that you don't have to use
up a UD table for it.

To use a user code go to:

Go to System Management, Utilities, User Codes
Select File, New Code
Enter A code Type ID
Enter a description
Save
Select File, New UD code
Enter Code... this is the value stored in the field... Example CA
Enter Description... this is what is going to show in the field... Example
California
Save... Repeat until you added all the states you'll need.

Go to System Management, Utilities, Extended Properties
Enter the table where you will use this. Example Part
Using the tree view select field Character01
On the field, detail sheet enter your UD Code type
Save
Exit Epicor and clock back in.

Click on developer mode
Open the module where it will be added.
Open the toolbox
Add an EpiCombo
On the property sheet set the EpiBinding to Part.Character01
Epicor will do the rest
Save
Exit customization

Marco Vissuet
Systems Engineering
Pacific Contours Corporation
Office (619) 670-3900
Fax (619) 670-1643
mvissuet@... <mailto:mvissuet%40pacificcontours.com>
<mailto:marcov@... <mailto:marcov%40pacificcontours.com> >
http://www.pacificcontours.com/

"The information contained herein may be subject to the International
Traffic in Arms Regulations (ITAR) Warning: - This document contains data
whose export is restricted by the Arms Export Control Act (Title 22, U.S.C.,
Sec 2751, et seq.) as amended, or the Export Administration Act (Title 50,
U.S.C., App 2401 et seq.) as amended. Violations of these export laws are
subject to severe criminal and civil penalties. Disseminate in accordance
with provisions of DoD Directive 5230.25.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of stanchmura
Sent: Thursday, November 01, 2012 5:11 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Epicor BPM

Hi:
A request from my users was to make a drop down menu in the State field of
the customer and vendor master files. Is that possible with a BPM or other
customization tool?

Thanks
Stan Chmura

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
8
Go to Tools menu item, there you will find toolbox (in Customization tools dialog window)

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Stan Chmura
Sent: Thursday, November 01, 2012 12:26 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Epicor BPM



Hi:

Thanks for the advice and directions. I did get stuck though. Made it
through the instructions up to Open the toolbox After switching to developer
mode and opening the customer module where my user code will be used, the
select customization window appears, but I do not see the tool box there.
OK to get me to the customer detail form. Still cannot see a toolbox. How
am I missing that?

Thanks

Stan

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of
Marco Vissuet
Sent: Thursday, November 01, 2012 11:34 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Epicor BPM

There's an example on how to do this in the Epicor ICE User Experience and
Customization Guide... if you don't have it you can download a copy of it
from the website.

I would recommend using usercodes for this... so that you don't have to use
up a UD table for it.

To use a user code go to:

Go to System Management, Utilities, User Codes
Select File, New Code
Enter A code Type ID
Enter a description
Save
Select File, New UD code
Enter Code... this is the value stored in the field... Example CA
Enter Description... this is what is going to show in the field... Example
California
Save... Repeat until you added all the states you'll need.

Go to System Management, Utilities, Extended Properties
Enter the table where you will use this. Example Part
Using the tree view select field Character01
On the field, detail sheet enter your UD Code type
Save
Exit Epicor and clock back in.

Click on developer mode
Open the module where it will be added.
Open the toolbox
Add an EpiCombo
On the property sheet set the EpiBinding to Part.Character01
Epicor will do the rest
Save
Exit customization

Marco Vissuet
Systems Engineering
Pacific Contours Corporation
Office (619) 670-3900
Fax (619) 670-1643
mvissuet@...<mailto:mvissuet%40pacificcontours.com> <mailto:mvissuet%40pacificcontours.com>
<mailto:marcov@...<mailto:marcov%40pacificcontours.com> <mailto:marcov%40pacificcontours.com> >
http://www.pacificcontours.com/

"The information contained herein may be subject to the International
Traffic in Arms Regulations (ITAR) Warning: - This document contains data
whose export is restricted by the Arms Export Control Act (Title 22, U.S.C.,
Sec 2751, et seq.) as amended, or the Export Administration Act (Title 50,
U.S.C., App 2401 et seq.) as amended. Violations of these export laws are
subject to severe criminal and civil penalties. Disseminate in accordance
with provisions of DoD Directive 5230.25.

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
Behalf Of stanchmura
Sent: Thursday, November 01, 2012 5:11 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Epicor BPM

Hi:
A request from my users was to make a drop down menu in the State field of
the customer and vendor master files. Is that possible with a BPM or other
customization tool?

Thanks
Stan Chmura

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]



[Non-text portions of this message have been removed]
9
Thanks! Got the tool box! Now I have that open and see all the choices.
EpiCombo is one of them. Feeling like a real novice here, How do you add?
Checked all the menus, left click, double click, drag and drop. . . . right
click showed "choose items", and "Add tab". Tried add tab didn't see
anything occur. And would it be safe to assume that Customer Entry Form
should be selected in the tree view when adding?



Thanks



Stan





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Karen Schoenung
Sent: Thursday, November 01, 2012 1:33 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Epicor BPM





Go to Tools menu item, there you will find toolbox (in Customization tools
dialog window)

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Stan Chmura
Sent: Thursday, November 01, 2012 12:26 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Epicor BPM

Hi:

Thanks for the advice and directions. I did get stuck though. Made it
through the instructions up to Open the toolbox After switching to developer
mode and opening the customer module where my user code will be used, the
select customization window appears, but I do not see the tool box there.
OK to get me to the customer detail form. Still cannot see a toolbox. How
am I missing that?

Thanks

Stan

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>] On
Behalf Of
Marco Vissuet
Sent: Thursday, November 01, 2012 11:34 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Epicor BPM

There's an example on how to do this in the Epicor ICE User Experience and
Customization Guide... if you don't have it you can download a copy of it
from the website.

I would recommend using usercodes for this... so that you don't have to use
up a UD table for it.

To use a user code go to:

Go to System Management, Utilities, User Codes
Select File, New Code
Enter A code Type ID
Enter a description
Save
Select File, New UD code
Enter Code... this is the value stored in the field... Example CA
Enter Description... this is what is going to show in the field... Example
California
Save... Repeat until you added all the states you'll need.

Go to System Management, Utilities, Extended Properties
Enter the table where you will use this. Example Part
Using the tree view select field Character01
On the field, detail sheet enter your UD Code type
Save
Exit Epicor and clock back in.

Click on developer mode
Open the module where it will be added.
Open the toolbox
Add an EpiCombo
On the property sheet set the EpiBinding to Part.Character01
Epicor will do the rest
Save
Exit customization

Marco Vissuet
Systems Engineering
Pacific Contours Corporation
Office (619) 670-3900
Fax (619) 670-1643
mvissuet@... <mailto:mvissuet%40pacificcontours.com>
<mailto:mvissuet%40pacificcontours.com>
<mailto:mvissuet%40pacificcontours.com>
<mailto:marcov@... <mailto:marcov%40pacificcontours.com>
<mailto:marcov%40pacificcontours.com> <mailto:marcov%40pacificcontours.com>
>
http://www.pacificcontours.com/

"The information contained herein may be subject to the International
Traffic in Arms Regulations (ITAR) Warning: - This document contains data
whose export is restricted by the Arms Export Control Act (Title 22, U.S.C.,
Sec 2751, et seq.) as amended, or the Export Administration Act (Title 50,
U.S.C., App 2401 et seq.) as amended. Violations of these export laws are
subject to severe criminal and civil penalties. Disseminate in accordance
with provisions of DoD Directive 5230.25.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
Behalf Of stanchmura
Sent: Thursday, November 01, 2012 5:11 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Epicor BPM

Hi:
A request from my users was to make a drop down menu in the State field of
the customer and vendor master files. Is that possible with a BPM or other
customization tool?

Thanks
Stan Chmura

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
10
You click one of the choices (like combo or ultra combo) and then click on the form where you want it and draw it for as large as you want it.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Stan Chmura
Sent: Thursday, November 01, 2012 1:04 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Epicor BPM



Thanks! Got the tool box! Now I have that open and see all the choices.
EpiCombo is one of them. Feeling like a real novice here, How do you add?
Checked all the menus, left click, double click, drag and drop. . . . right
click showed "choose items", and "Add tab". Tried add tab didn't see
anything occur. And would it be safe to assume that Customer Entry Form
should be selected in the tree view when adding?

Thanks

Stan

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of
Karen Schoenung
Sent: Thursday, November 01, 2012 1:33 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Epicor BPM

Go to Tools menu item, there you will find toolbox (in Customization tools
dialog window)

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Stan Chmura
Sent: Thursday, November 01, 2012 12:26 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Epicor BPM

Hi:

Thanks for the advice and directions. I did get stuck though. Made it
through the instructions up to Open the toolbox After switching to developer
mode and opening the customer module where my user code will be used, the
select customization window appears, but I do not see the tool box there.
OK to get me to the customer detail form. Still cannot see a toolbox. How
am I missing that?

Thanks

Stan

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>] On
Behalf Of
Marco Vissuet
Sent: Thursday, November 01, 2012 11:34 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Epicor BPM

There's an example on how to do this in the Epicor ICE User Experience and
Customization Guide... if you don't have it you can download a copy of it
from the website.

I would recommend using usercodes for this... so that you don't have to use
up a UD table for it.

To use a user code go to:

Go to System Management, Utilities, User Codes
Select File, New Code
Enter A code Type ID
Enter a description
Save
Select File, New UD code
Enter Code... this is the value stored in the field... Example CA
Enter Description... this is what is going to show in the field... Example
California
Save... Repeat until you added all the states you'll need.

Go to System Management, Utilities, Extended Properties
Enter the table where you will use this. Example Part
Using the tree view select field Character01
On the field, detail sheet enter your UD Code type
Save
Exit Epicor and clock back in.

Click on developer mode
Open the module where it will be added.
Open the toolbox
Add an EpiCombo
On the property sheet set the EpiBinding to Part.Character01
Epicor will do the rest
Save
Exit customization

Marco Vissuet
Systems Engineering
Pacific Contours Corporation
Office (619) 670-3900
Fax (619) 670-1643
mvissuet@...<mailto:mvissuet%40pacificcontours.com> <mailto:mvissuet%40pacificcontours.com>
<mailto:mvissuet%40pacificcontours.com>
<mailto:mvissuet%40pacificcontours.com>
<mailto:marcov@...<mailto:marcov%40pacificcontours.com> <mailto:marcov%40pacificcontours.com>
<mailto:marcov%40pacificcontours.com> <mailto:marcov%40pacificcontours.com>
>
http://www.pacificcontours.com/

"The information contained herein may be subject to the International
Traffic in Arms Regulations (ITAR) Warning: - This document contains data
whose export is restricted by the Arms Export Control Act (Title 22, U.S.C.,
Sec 2751, et seq.) as amended, or the Export Administration Act (Title 50,
U.S.C., App 2401 et seq.) as amended. Violations of these export laws are
subject to severe criminal and civil penalties. Disseminate in accordance
with provisions of DoD Directive 5230.25.

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
Behalf Of stanchmura
Sent: Thursday, November 01, 2012 5:11 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Epicor BPM

Hi:
A request from my users was to make a drop down menu in the State field of
the customer and vendor master files. Is that possible with a BPM or other
customization tool?

Thanks
Stan Chmura

[Non-text portions of this message have been removed]

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[Non-text portions of this message have been removed]
11
Just a side note. In a customization class I took at insights Epicor said the ultra combos are on the way out. At least at the 9.05.700 level you should only use the standard combo or BAQ combo. Also user codes are great for short lists instead of UD tables. But in this case the UD table would have the advantage of being able to have the Country/State combo.

Carson

--- In vantage@yahoogroups.com, Karen Schoenung <kschoenung@...> wrote:
>
> You click one of the choices (like combo or ultra combo) and then click on the form where you want it and draw it for as large as you want it.
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Stan Chmura
> Sent: Thursday, November 01, 2012 1:04 PM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] Epicor BPM
>
>
>
> Thanks! Got the tool box! Now I have that open and see all the choices.
> EpiCombo is one of them. Feeling like a real novice here, How do you add?
> Checked all the menus, left click, double click, drag and drop. . . . right
> click showed "choose items", and "Add tab". Tried add tab didn't see
> anything occur. And would it be safe to assume that Customer Entry Form
> should be selected in the tree view when adding?
>
> Thanks
>
> Stan
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of
> Karen Schoenung
> Sent: Thursday, November 01, 2012 1:33 PM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> Subject: RE: [Vantage] Epicor BPM
>
> Go to Tools menu item, there you will find toolbox (in Customization tools
> dialog window)
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
> Behalf Of Stan Chmura
> Sent: Thursday, November 01, 2012 12:26 PM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> Subject: RE: [Vantage] Epicor BPM
>
> Hi:
>
> Thanks for the advice and directions. I did get stuck though. Made it
> through the instructions up to Open the toolbox After switching to developer
> mode and opening the customer module where my user code will be used, the
> select customization window appears, but I do not see the tool box there.
> OK to get me to the customer detail form. Still cannot see a toolbox. How
> am I missing that?
>
> Thanks
>
> Stan
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>] On
> Behalf Of
> Marco Vissuet
> Sent: Thursday, November 01, 2012 11:34 AM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> Subject: RE: [Vantage] Epicor BPM
>
> There's an example on how to do this in the Epicor ICE User Experience and
> Customization Guide... if you don't have it you can download a copy of it
> from the website.
>
> I would recommend using usercodes for this... so that you don't have to use
> up a UD table for it.
>
> To use a user code go to:
>
> Go to System Management, Utilities, User Codes
> Select File, New Code
> Enter A code Type ID
> Enter a description
> Save
> Select File, New UD code
> Enter Code... this is the value stored in the field... Example CA
> Enter Description... this is what is going to show in the field... Example
> California
> Save... Repeat until you added all the states you'll need.
>
> Go to System Management, Utilities, Extended Properties
> Enter the table where you will use this. Example Part
> Using the tree view select field Character01
> On the field, detail sheet enter your UD Code type
> Save
> Exit Epicor and clock back in.
>
> Click on developer mode
> Open the module where it will be added.
> Open the toolbox
> Add an EpiCombo
> On the property sheet set the EpiBinding to Part.Character01
> Epicor will do the rest
> Save
> Exit customization
>
> Marco Vissuet
> Systems Engineering
> Pacific Contours Corporation
> Office (619) 670-3900
> Fax (619) 670-1643
> mvissuet@...<mailto:mvissuet%40pacificcontours.com> <mailto:mvissuet%40pacificcontours.com>
> <mailto:mvissuet%40pacificcontours.com>
> <mailto:mvissuet%40pacificcontours.com>
> <mailto:marcov@...<mailto:marcov%40pacificcontours.com> <mailto:marcov%40pacificcontours.com>
> <mailto:marcov%40pacificcontours.com> <mailto:marcov%40pacificcontours.com>
> >
> http://www.pacificcontours.com/
>
> "The information contained herein may be subject to the International
> Traffic in Arms Regulations (ITAR) Warning: - This document contains data
> whose export is restricted by the Arms Export Control Act (Title 22, U.S.C.,
> Sec 2751, et seq.) as amended, or the Export Administration Act (Title 50,
> U.S.C., App 2401 et seq.) as amended. Violations of these export laws are
> subject to severe criminal and civil penalties. Disseminate in accordance
> with provisions of DoD Directive 5230.25.
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
> Behalf Of stanchmura
> Sent: Thursday, November 01, 2012 5:11 AM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Epicor BPM
>
> Hi:
> A request from my users was to make a drop down menu in the State field of
> the customer and vendor master files. Is that possible with a BPM or other
> customization tool?
>
> Thanks
> Stan Chmura
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>
> [Non-text portions of this message have been removed]
>