Epicor Training for Developers

[Hally (Simon Hall)]

Welcome aboard the good ship EpiUsers @datadaddy. I agree it is tricky to understand it, initially. At least you are bringing some amount of experience to the table to start with.

If you are doing classic customizations then the tools that will help, and it sounds you are steps ahead with the VS debugging, you can do this with BPMs too.

I’m pretty sure I replied to a post a while ago with a heap of links… Of course I can’t find it now.

A couple of tools that you might find useful are:

[ Download ] Epicor 10.2 & Kinetic .CHM Schema

We have taken the time to generate a brand new Schema .chm for easier researching, and would like to offer the file to you. It is for educational purposes, not to be sold. It is current as of 10.2.300.2: I find doing research in it I find column details, all tables that contain the column etc… its my #sidekick always open and its extremely convenient and efficient. You can also use *wildcard. In any page you can use CTRL+F to prompt a search window, and easily find a word in a desc like “Cost” …

Epicor Rest Helper (Nuget) Updated V2

@jgiese.wci and I with contributions from @A9G-Data-Droid Updates Version 2.2.0.1 Fixes sync freesing issues Thanks @A9G-Data-Droid Added multi mapper object| Added GetEnvironment| Replaced Dictionary<string,string> with MultiMap<string,string> this allows duplicate “keys” which is necessary for some epicor calls. Added GetEnvironment() and GetEnvironmentAsync() calls using EpicorRestSharedClasses; MultiMap<string, string> parms = new MultiMap<string, string>(); parms.Add("CompanyList", "C…

Visual Studio 2017-2019 (Community, Professional, Enterprise and Standard) Extension for Epicor 10 Customization

This is just announcing the porting of the Visual Studio Code Exntension to Visual Studio (big boy) You can read about what this is here (for VS Code) However this version is for Visual Studio (regular) not Visual Studio Code, same code base has some nice additional perks since Visual Studio is a bit more C# friendly [image] Here is a quick Demo [Epicor Customization Editor for Visual Studio] Can be downloaded from here (or the Visual Studio Extensions Tool) Any issues ping …

This tool will help with getting intellisense working for Form customisations, although you can roll your own project in VS yourself. Please note there are no companion packages for ver 2022, and I’ve been failing miserably on working out how to do this. The project is there on Github…

Trace Helper Utility for Epicor ERP 10

So we’ve been working on a little utility to help parse the Epicor Trace Files and make development a little easer. Here is a walk through [Epicor Trace Parser / Differ] Below is some more info on how to use it. The most important but is how you setup your Trace. Your trace should be setup as shown [image] I know we (most of us) normally say “Track Changes Only” but this is big bold lie, it shows us what has changed in the data-set (even stuff we haven’t manually changed). This t…

This tool helps with viewing and searching traces, I have found it very handy.

Which settings drive Kinetic or Classic UI to get displayed?

What’s the order of precedence for displaying a Kinetic app? We’ve got various settings for Kinetic, and sometimes the UI opens in Kinetic, and other times it does not. Which settings overrides the other ones? Is there a flow chart? Or some matrix? It’s very confusing (to me for now) when you’ve got a 72 different ways Kinetic can be set for one item (2x2x2x3x3=72), and it almost seems random if it goes to Kinetic or Classic view. We really want to migrate our users to Kinetic in an orderly wa…

Recommendations for 1st time Insights attendee?

I’m attending Insights this year as a 1st timer as well as a relative Epicor/Kinetics “newbie”; we’ve been on the system for about 18 months. I’m responsible for pretty much knowing how everything is supposed to function across all departments, as well as directly responsible for accounting and purchasing – we’re a very small company of course. Looking at the agenda, there are so many sessions available and I think I’ve hit sensory overload in trying to determine where to focus (since I need…

This one is more useful for on prem, and I have used it from time to time to do investigative stuff

Custom Code Search Tool

Hello everyone, I had a lovely time at insights this year. For those of you who came my presentation, I thank you. I was asked to post this here again for visibility. For those of you who missed it, I wanted to introduce the tool I made for tracking down specific fields and values in BPMs and Customizations. This tool makes a SQL call to the table that has your custom code and parses it out based on the given search criteria. This has been super helpful for me personally when trying to track d…

Kinetic Training

Is there any online courses for Kinetic? and is it worth it?

If you are interested about business objects then you can find the documentation on epicweb
Sign In You need an Epicweb Username and password. (or Epicor IDP)

Other items you may find useful are the Technical references for each release, as well as the BPM cookbook, probably lesser the converted programming guide, there are also customization guides that may provide you with some mileage, however I do believe most if not all of this is available from the application help, either HTML or print form where available.

So as you see there is a wealth of information out there, just like everything new, you just need to know where to look, and what not to waste your time on.

I can’t thank the contributors of the above projects to the community enough, it has really helped me. Thanks again, you know who you are people…

Finally at some point Epicor will be not shipping Classic forms with the product (2024 release, I am led to believe. I am not 100% up to speed with the roadmap) so I would be advising not to be doing anything new in Classic forms development, particularly if you are on cloud.

Apologies for the big dump. I do hope you find the information useful.

You may also find these links useful:
https://epicweb.epicor.com/products/kinetic-erp/kinetic-ux
https://epicweb.epicor.com/documentation/technical-reference-guides

EDIT: I missed Business Logic (BL) Tester and the REST API Interactive Help (search for this in the F1 Help)

If you have any questions then please feel free to ask.