Personalization

Epicor ERP Personalization Course 10.0.700.2

Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of i ts date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically di sclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor Epi cor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. All information contai ned herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epi cor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publ ication of this document. Epicor ® is a registered trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright © Epicor Software Corporation 2014. All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation.

EDE8508905 90521-10-9272-58310702 10.0.700.2 Revision: July 25, 2014 2:37 a.m. Total pages: 63 course.ditaval

Personalization Course

Contents

Contents Personalization Course............................ Course........................................... ............................. ............................. ............................. ............................ .....................6 .......6 Before You Begin............................ Begin.......................................... ............................. ............................. ............................ ............................. ............................. ................7 ..7 Audience Audi ence.......... ...................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ........................ ..............7 ..7 Prerequisi Prere quisites.................. tes............................. ....................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... ..............7 ..7 Environment Setup...................... Setup.................................. ....................... ....................... ........................ ........................ ....................... ....................... ........................ ....................... ......................7 ...........7 Workshop Constraints.................... Constraints................................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .............8 .8

Personaliza Perso nalization....................... tion..................................... ............................. ............................. ............................ ............................. ............................. ........................9 ..........9 System Personalization.......... Personalization......................... ............................. ............................. ............................. ............................. ............................. .....................11 .......11 Switch Between Classic and Modern Shell Menu..................... Menu................................. ....................... ....................... ........................ ....................... ....................... .............11 .11 Use Configuration File........................ File................................... ....................... ........................ ....................... ....................... ........................ ........................ ....................... ..................11 .......11 Use Runtime Argument.................... Argument............................... ....................... ........................ ........................ ....................... ....................... ........................ ....................... ....................13 .........13 Classic Style Menu..................... Menu................................. ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ......................14 ...........14 View Menu..................... Menu................................. ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... ...............14 ...14 Workshop - Access the View Menu...................... Menu.................................. ....................... ....................... ........................ ....................... ....................... .................14 .....14 Log Into the Application........................ Application.................................... ........................ ....................... ....................... ........................ ....................... ....................... .............14 .14 Remove View Menu Options....................... Options................................... ....................... ....................... ........................ ........................ ....................... ..................15 .......15 Review the Status Bar...................... Bar.................................. ........................ ....................... ....................... ........................ ........................ ....................... ..................15 .......15 Navigate Using the Full Tree View...................... View.................................. ....................... ....................... ........................ ....................... ....................... .............16 .16 Navigate Using the Menu Items Pane....................... Pane.................................. ....................... ........................ ....................... ....................... ...................17 .......17 Turn On the Large Icons Option....................... Option................................... ....................... ....................... ........................ ....................... ....................... ...............17 ...17 Navigate Using the History Toolbar...................... Toolbar.................................. ....................... ....................... ........................ ....................... ......................17 ...........17 Options Menu...................... Menu.................................. ....................... ....................... ........................ ........................ ....................... ....................... ........................ ....................... ....................18 .........18 Workshop - Explore the Options Menu..................... Menu................................. ....................... ....................... ........................ ....................... ....................... .............18 .18 Access the Options Menu...................... Menu.................................. ........................ ....................... ....................... ........................ ....................... ....................... .............18 .18 Adjust Application Preferences.................. Preferences.............................. ........................ ....................... ....................... ........................ ....................... ....................19 .........19 Change Styles...................... Styles................................. ....................... ........................ ....................... ....................... ........................ ........................ ....................... ..................20 .......20 Return the Layouts to the Default Setting...................... Setting................................. ....................... ........................ ....................... ....................... .............20 .20 Favorites Bar..................... Bar................................. ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .............20 .20 Shortcuts.............................. Shortcuts.......................................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... .............21 ..21 Favorites Groups...................... Groups.................................. ....................... ....................... ........................ ....................... ....................... ........................ ....................... ......................21 ...........21 Workshop - Add Programs to the Favorites Bar............................... Bar........................................... ....................... ....................... ...................21 .......21 AutoLoad...................... Auto Load................................. ....................... ........................ ........................ ....................... ....................... ........................ ....................... ....................... .....................23 .........23 Workshop - AutoLoad Your Group...................... Group.................................. ....................... ....................... ........................ ....................... ......................23 ...........23 Modern Shell Style Menu..................... Menu................................. ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .............24 .24 Personalize the Home Page....................... Page.................................. ....................... ........................ ....................... ....................... ........................ ....................... ....................... .............24 .24 Workshop - Add Custom Tiles...................... Tiles.................................. ........................ ....................... ....................... ........................ ....................... ....................... .............24 .24 Log Into the Application........................ Application.................................... ........................ ....................... ....................... ........................ ....................... ....................... .............24 .24 Launch the Wizard..................... Wizard................................ ....................... ........................ ....................... ....................... ........................ ....................... ....................... .............25 .25 Select Program Link....................... Link................................... ........................ ........................ ....................... ....................... ........................ ....................... ....................26 .........26 Complete the Wizard.................... Wizard................................ ........................ ........................ ....................... ....................... ........................ ....................... ....................28 .........28

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Contents


Workshop - Add a BAQ Gadget.......................................................................................................29 Add Tile Group.........................................................................................................................30 Create the Gadget...................................................................................................................30 Test the BAQ Gadget...............................................................................................................31 Favorites List....................................................................................................................................32 Workshop - Create a Favorites List............................................................................................32 Workshop - Drag and Drop Programs..............................................................................................37 Workshop - Delete a Tile/Tile Group................................................................................................38 Settings..................................................................................................................................................38 Workshop - Change Settings...........................................................................................................38 Modify General Options...........................................................................................................38 Change Color Options..............................................................................................................39 Define Home Page Options......................................................................................................40 Customize Splash Screen Options.............................................................................................40 Modify Search Options.............................................................................................................40

Program Personalization......................................................................................................42 Options..........................................................................................................................................................42 Workshop - Set Up Program Options......................................................................................................43 Access the Options Window............................................................................................................43 Modify General Options..................................................................................................................43 Assign a Hot Key.............................................................................................................................44 Change Dialog Options...................................................................................................................45 Adjust the Tree View.......................................................................................................................45 Modify Global Options....................................................................................................................46 Program Layouts............................................................................................................................................47 Workshop - Change the Program Layout................................................................................................47 Modify the Sheet Order...................................................................................................................47 Dock a Sheet...................................................................................................................................49 Create a Floating Sheet...................................................................................................................49 Auto-Hide the Tree View.................................................................................................................50 Restore Default Positions.................................................................................................................50 Grid Layouts..................................................................................................................................................50 Workshop - Arrange the Grid View.........................................................................................................50 Personalization Mode.....................................................................................................................................52 Mode Setup............................................................................................................................................53 Assign Personalization Rights...........................................................................................................53 Disable Themes...............................................................................................................................53 The Control Properties Window..............................................................................................................54 Sheet Properties..............................................................................................................................55 Workshop - Modify Sheet Properties.........................................................................................55 Grid Properties................................................................................................................................57 Workshop - Modify Grid Properties...........................................................................................57 Move Elements and Adjust Tabs......................................................................................................57 Workshop - Adjust Elements....................................................................................................57 Export and Import Personalizations.........................................................................................................58

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Contents

Workshop - Export and Import a Personalization..............................................................................58 Export the Personalization........................................................................................................58 Import the Personalization........................................................................................................59 Delete a Personalization..........................................................................................................................61 Workshop - Delete the Personalization.............................................................................................61

Conclusion.............................................................................................................................62

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Personalization Course This course covers how to personalize the Epicor application by adjusting the views, options, and toolbars to best suit your business needs. It also explains how to modify program interfaces to match your preferences. Upon successful completion of this course, you will be able to:

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Review the personalization options on the Cl assic Style Menu.

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Review the personalization options on the Modern Shell Style Menu.

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Personalize sheets, grid layouts, toolbars, and the tree view.

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Save and return personalizations to their default setting.

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Modify program layouts to match your preferences.

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Export and Import personalizations.

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Delete personalizations.

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Before You Begin

Before You Begin Read this topic for information you should know in order to successfully complete this course.

Audience Specific audiences will benefit from this course. •

All Users

Prerequisites To complete the workshops in this course, the necessary modules must be licensed and operating i n your training environment. For more information on the modules available, contact your Epicor Customer Account Manager at [email protected]. It is also important you understand the prerequisite knowledge contained i n other valuable courses. •

Navigation Course - This course introduces navigational aspects of the Epicor application's user interface. Designed for a hands-on environment, general navigation principles and techniques available in two user interface modes - Classic Menu and Modern Shell Menu. Workshops focus on each of these modes and guide you through each navigational principle introduced.

Environment Setup The environment setup steps and potential workshop constraints must be reviewed in order to successfully complete the workshops in this course. Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience Epicor functionality in action but does not affect data in your live, production environment. The following steps must be taken to successfully complete the workshops in this course. 1.

Verify the following or ask your system administrator to verify for you: •

Your Epicor training icon (or web address if you are using Epicor Web Access) points to your Epicor training environment with the Epicor demonstration database installed. Do not complete the course workshops in your live, production environment. Note It is recommended that multiple Epicor demonstration databases are installed. Contact Support or Systems Consulting for billable assistance.

•

The Epicor demonstration database is at the same service pack and patch as the Epicor application. Epicor's education team updates the Epicor demonstration database for each service pack and patch. If your system administrator upgrades your Epicor application to a new service pack or patch, he or she must also download the corresponding Epicor demonstration database from EPICweb > Support

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Before You Begin


> Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completing the course workshops. •

2.

Your system administrator restored (refreshed) the Epicor demonstration database prior to starting this course. The Epicor demonstration database comes standard with parts, customers, sales orders, and so on, already defined. If the Epicor demonstration database is shared with multiple users (that is, the database is located on a server and users access the same data, much like your live, production environment) and is not periodically refreshed, unexpected results can occur. For example, if a course workshop requires you to ship a sales order that came standard in the Epicor demonstration database, but a different user already completed this workshop and the Epicor demonstration database was not restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users from manipulating the data in your installation of the Epicor demonstration database.

Log in to the training environment using the credentials manager/manager.

Workshop Constraints In order to complete the workshops in this course, you must obtain your network User ID and Password from your system administrator. In the Epicor Education environment, you can use the U ser ID and Password of manager/manager.

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Personalization

Personalization Each user has different needs. Some users want the columns on a grid placed in a different sequence. Others need different options available on a program status bar. You set up the application to reflect your individual needs. Use the personalization tools in the Epicor application to modify each program interface. You can personalize each program you use in order to refine the interface to better match the tasks you perform daily. Tip Personalizations are saved with your User ID and do not affect other users within the appl ication. If you wish to change a program interface and make it available to multiple users within the company, you must customize the program. To learn more, review the Embedded Customization and Advanced Embedded Customization courses; you can also review the application help and the ICE Customization User Guide.

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Personalization


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System Personalization

System Personalization You personalize the main interface to give you quick access to programs you commonly use and display the interface functionality you need. The features available are different depending on whether you use the Classic Menu or the Modern Shell Menu.

Switch Between Classic and Modern Shell Menu You can run the Epicor application using the two modes that control the visual design, user interaction and navigational aspects of the application - Classic Menu and Modern Shell Menu. Based on your preferences, you can run the application using: •

Classic Style Menu - The original interface style used for navigating the Epicor application. This interface has a starting Main Menu with a tree view you expand for selecting programs.

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Modern Shell Style Menu - Enhanced menu using the Home Page as your starting point where you can place favorite Epicor programs, application shortcuts, documents or pictures.

The following topics discuss options you can use to specify which menu you use in your smart client. You can set up a configuration settings file (.sysconfig) to automatically load a specific menu style. You can also use a run time argument to switch between these styles.

Use Configuration File The configuration settings file defines the main settings for your server installation and each client installation. Use the LaunchType value parameter found within the node within your xxx.sysconfig file (where xxx is the name of the configuration settings file used to launch the client) to control the following: •

Classic Style -- To use the Classic style option, modify the sysconfig file as foll ows:

Example The following is an example of the Classic Style login dialog.

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Example The following is an example of the Classic Style application menu.

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Modern Shell Style -- To run the application using the Modern Shell application, modify the sysconfig file as follows:

On the Login dialog, users have an option to override launching the Modern Shell Style by pressing the Classic Style check box. When selected, this option persists on the client machine. Example The following is an example of the Modern Shell Style login dialog.

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Example The following is an example of the Modern Shell Style application menu.

Use Runtime Argument Each workstation can be set up to launch the application in a specific mode. These modes, or runtime arguments, activate when a user double-clicks on the application icon. Use the following startup parameters to control the following: •

Classic Style

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Add /classic parameter as a runtime argument to your desktop shortcut to launch the menu using the Classic Style. Example C:\Epicor\Epicor10\Client\Epicor.exe /classic

When used, the Login window does not display the option to launch the Modern Shell Style interface. •

Modern Shell Style

Add /shell parameter as a runtime argument to your desktop shortcut to launch the Modern Shell Style using the shell application. Example C:\Epicor\Epicor10\Client\Epicor.exe /shell

When used, the Login window does not display the option to launch the Classic Style interface.

Classic Style Menu If you will use the Classic Style Menu, this section describes the personalization options available through this interface.

View Menu Use the View Menu to select the panes you want to display by default on the main interface. The selections you make on this menu become the default look of the main interface each time you log in with your user name and password. You can also define how you prefer the program icons to display.

Workshop - Access the View Menu In this workshop, use the View menu to select the interface functionality that displays when you launch your Epicor application.

Log Into the Application To begin, you first need to set up the interface so it automatically displays the Classic menu. 1. On your desktop, right-click the Epicor icon; from the context menu, select Properties. 2. Add the Classic run time argument in the Target field. At the end of this field, enter the "/classic" value. Example C:\Epicor\ERP10\ERP10.0.100\Client\Epicor.exe /classic

3. Click Apply and then OK. 4. Now double-click the Epicor icon.

The Log On window displays. 5. In the User Name field, enter manager.

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6. In the Password field, enter manager.

The Main Menu displays.

Remove View Menu Options 1. On the Menu bar, select the View menu. 2. Select the Menu Items option. Note the Menu Items pane on the right side of the window close. 3. Now on the View menu, select the Full Tree option. Notice the change on the Main Menu interface. This removes the Full Tree from the l eft tree view pane, limiting it to only display the folders available in each module. 4. Click the View menu again and clear the check box from the Favorites option. The Favorites tab is removed from the interface. 5. Lastly, click the View menu and select the Status Bar option. The Status Bar disappears from the bottom of the Main Menu.

You will restore and review each of these interface options later in the course.

Review the Status Bar 1. From the View menu, select the Status Bar option again.

The Status Bar displays at the bottom of the Main Menu. 2. Notice the information that currently displays on this bottom bar.

This bar shows you the context for the current Epicor session, displaying the current company, server information, site, and so on. You can modify what displays on the Status bar by defining your preferences. 3. From the Options menu, select Preferences.

The Preferences window displays. 4. In the Status Bar pane, review the following preferences: •

Show user ID - Displays the current user ID.

•

Show language - Displays the language used in the current session. Tip To add or update a language used within your Epicor application, use Language Maintenance. Various language packs are available for purchase from Epicor. You can install them on your system and select the language you need for specific programs and users. To find out what language packs are available, contact your Customer Account Manager (CAM).

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Show company - Shows the current company ID. You can enter data for companies for which you are authorized. A list of authorized companies for each user is maintained through User Account Security Maintenance.

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Show site - Displays the identifier for the current site. If you have the Multi-Site module, you can create multiple sites within each company through Site Maintenance and Site Configuration Control. Each site then contains all the modules licensed to your organization.

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Show server - Displays the Epicor application server address.

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Workstation - Shows your Workstation ID. Workstations, or packing stations, are created in Workstation Maintenance and are useful for establishing the scale and manifest interface for each pack station.

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Solution - Displays the list of solutions which are packages of custom items such as custom programs, business objects or new dashboards you can distribute from one Epicor application server to another application server. Tip To provide a user with ability to track solutions, launch User Account Security Maintenance and assign this user rights to this feature set.

5. Clear the Show server option. 6. Click OK. 7. Close the Preferences window.

The server information no longer displays on the Status Bar.

Navigate Using the Full Tree View 1. From the View menu, select Full Tree. 2. Resize the Main Menu window so it only displays the tree view. By doing this, you create a narrow window on the desktop. You can then l aunch various programs and display this narrow window next to the program window. 3. In the tree view, navigate to Sales Order Entry. Menu Path: Sales Management > Order Management > General Operations > Order Entry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Order Entry Sales Order Entry displays. 4. Position Sales Order Entry to the right or the left of the narrow Main Menu window. You should be able to position these windows side by side. 5. Exit Sales Order Entry. 6. You can also change the interface so the tree view only displays menu groups. You do this by using the icons at the bottom of the tree view pane. To see one of these menu groups, click on the Truck icon. The Material Management module group displays. 7. Expand the Shipping/Receiving module group. The Setup, General Operations, and Reports drop-down lists display. 8. Expand the General Operations list. 9. Select the Customer Shipment Entry option. 10. Position Customer Shipment Entry next to the Main Menu.

By navigating the interface in this mode, notice you limit the options to only the modules available in the module group. This might be a faster way for you to navigate the interface. 11. Close Customer Shipment Entry.

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Navigate Using the Menu Items Pane 1. Expand the Main Menu window so it displays across about half of your screen. 2. From the View menu, select Menu Items. The Menu Items pane displays. 3. Expand the right side of the window to view the menu item icons. 4. Using the tree view, navigate to the Financial Management > Accounts Payable > General Operations node. Notice as you navigate through the drop-down li sts, the Menu Items pane displays the programs available in the General Options folder. 5. You can adjust how much of the Menu Groups and Menu Items panes di splay on the Main Menu. To do this, position your mouse pointer over the bar between the two panes. A left and right mouse pointer displays. 6. Move the bar to the left or the right to adjust the size of each pane.

Turn On the Large Icons Option 1. From the View menu, select Large Icons.

In the Menu Items pane, the large icons display. Notice the icons no longer display alphabetically or by program type. 2. This interface settings will persist the next time you launch the application. To see this, close the Epicor application. 3. Now double-click the Epicor icon to launch the application. 4. Log in as manager/manager.

Notice the size of the interface, the position of the panes, and the selected View menu options return. However if you want to navigate using one of the Module Group buttons (located at the bottom of the Menu Groups pane), you will need to click the Module Group button again.

Navigate Using the History Toolbar Instead of using the Main Menu to launch a frequently used program, you can instead launch it from the History toolbar. 1. On the Standard toolbar, next to the History field, click the Down Arrow. The programs you recently opened display as options on this drop-down list. 2. Select Order Entry. 3. Click the Go button next to the History field. Sales Order Entry displays. 4. Exit Sales Order Entry.

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Options Menu The Options menu is the main window you use for personalizing each program. The Options menu on the main interface level contains several commands that allow you to personalize your interface.

Workshop - Explore the Options Menu In this workshop, review the Options menu features and adjust application preferences.

Access the Options Menu 1. On the Menu bar, select the Options menu. 2. Note the available personalization options.

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Preferences

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Styling

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Translation Utility

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Reset Layouts to Base

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Reset Layouts to Last Saved

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Save Settings on Exit

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Adjust Application Preferences 1. From the Options menu, select Preferences.

The Preferences window displays. 2. On the General sheet, in the Status Bar area, select or clear the available options.

As described previously, the options you select here display in the Status Bar. 3. The Clear History button is also located in the Preferences window. Click this button to remove all the options stored on the History drop-down list. 4. Navigate to the Tabs sheet.

You use this sheet to add additional tabs to the Main Menu. 5. Click New to add a new sheet. 6. Enter the following information: Field

Data

Tab Caption

Epicor

Type

Web Browser

Content Description

http://www.epicor.com

Company ID

Epicor Education

Site ID

Main

7. Click New to add a new sheet. 8. Enter the following information: Field

Data

Tab Caption

Payment Tracker

Type

Dashboard - assembly

Content Description

Payment Tracker

Company ID

Epicor Education

Site ID

Main

9. Click OK. 10. Above the Contents Pane window, view the new Epicor (web browser) sheet The Epicor Software Corporation website displays. 11. Now click on the Payment Tracker (dashboard) sheet. 12. Use this tracker to find and select a payment.

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Change Styles The Epicor application installs with some di fferent styles that change the colors and fonts of the appli cation windows. During this exercise, you review the available styles. 1. Click Options > Preferences. The Preferences window displays. 2. If you want to deactivate the styling functionality, select the Disable Theming check box. If your user account has Personalization rights, you can now launch a program in Personalization Mode and change its colors and fonts. Through this feature, you can personalize the look of programs as you need. You will explore Personalization Mode later in this course. 3. Click the Theme drop-down list and select the Clean Room option. 4. Click OK. 5. Check to see how the program windows display in this style. Navigate to Marketing List Maintenance. Menu Path: Sales Management > Customer Relationship Management > Setup > Marketing List Tip The CRM menu path is: Customer Relationship Management > Sales and Marketing Management > Setup > Marketing List Important This program is not available in the Epicor Web Access.

6. Leave Marketing List Maintenance open and try a di fferent style. Click Options > Preferences again. The Preferences window displays. 7. Click the Theme drop-down list and select the NightWing option. 8. Return to Marketing List Maintenance to see how it looks using the selected style.

Repeat these steps to view the application in the other available styles.

Return the Layouts to the Default Setting 1. From the Options menu, select Reset Layouts to Base.

Note the resulting changes to the Main Menu layout. The style you selected remains the same, but most of the layout options are restored. 2. Remain in this view for the next workshop.

Favorites Bar The Favorites Bar displays your internal and external program shortcuts. You can set up the Favorites Bar to give you direct access to the programs you frequently use on your computer and network. Use this toolbar to rapidly access an internal program without having to open its folder path through® the main interface. Through the Favorites Bar, you can also link to external programs and files, such as Microsoft ® Office Word and Microsoft Office Excel.

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Shortcuts Shortcuts provide direct access to a specific program or file. You place shortcuts on the Favorites Bar. These shortcuts are organized on this toolbar through Favorites Groups.

You can create shortcuts for internal programs and for external programs, such as Microsoft Word ®, AutoVue®, a graphic program, and other programs of your choice. Tip You can set up your entire workflow through shortcut icons. You can create shortcut icons for the programs you frequently use and also create a Favorite Group for external and internal programs you use less frequently.

Favorites Groups Favorites Groups organize your internal and external program shortcut icons. You place related shortcuts together under one favorite group.

Workshop - Add Programs to the Favorites Bar In this workshop, add frequently used programs to the Favorites bar.

Verify User Privileges to Maintain Favorites Navigate to User Account Security Maintenance. Menu Path: System Setup > Security Maintenance > User Account Security Maintenance Important This program is not available in the Epicor Web Access.

1. Click the User ID button and click Search. 2. In the Search Results grid, select Epicor Demo User and click OK. 3. Navigate to the Options sheet. 4. Verify the Can Maintain Favorites Programs check box is selected.

Because this check box is selected, this user has access to the Favorites program functionality. 5. Exit User Account Maintenance. 6. Remain in the Main Menu pane view.

Enable the Favorites Bar 1. From the View menu, select Favorites.

The Favorites sheet displays next to the Menu Groups sheet. 2. If the large icons still display, click on View > Large Icons to display the small icons again. 3. To view the available groups., click on the Favorites tab.

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Add a New Favorites Group 1. Right-click the Favorites sheet and select Add New Group.

In the Favorites bar, a New Group option displays. 2. Right-click the New Group option and select Rename Group.

The cursor displays after the New Group title. 3. Rename the new group to XXX Group (where XXX are your initials) and click off the Favorites sheet to activate the change.

Add Internal Program Shortcuts 1. On the Main Interface, navigate to the Menu Groups sheet. 2. Navigate to Customer Maintenance but do not open the program. Menu Path: Sales Management > Order Management > Setup > Customer Tip The CRM menu path is: Customer Relationship Management > Order Management > Setup > Customer

3. In the Menu Items pane, right-click the Customer icon and select Add to Favorites Bar. 4. On the Main Interface, navigate to the Favorites sheet and verify the new shortcuts display under the XXX Group (where XXX are your initials).

Add an External Program Shortcut 1. Right-click your new group in the Favorites bar and select Add New Shortcut.

The Properties window displays. 2. In the Description field, enter Word. 3. Next to the Target field, click the Folder icon to browse for and select Microsoft Word .

This program is most likely found at C:\Program Files (x86)\Microsoft Office\Office14\W INWORD.exe

4. Click Open. 5. Click OK and verify the Word shortcut displays under XXX Group (where XXX are your initials). 6. To launch Microsoft Word, click the Word shortcut. 7. Exit Microsoft Word. 8. On the Main Interface, navigate to the Menu Groups sheet display the XXX Group (where XXX are your initials).

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9. You can also remove the external shortcut from your favorites group. To do this, right-click the Microsoft Word icon; from the context menu, select Remove from Shortcut Bar . This external program shortcut is removed from your favorites group.

AutoLoad Use the AutoLoad feature to improve the performance of programs you use the most. Through this feature, you can automatically load favorites group programs into your workstation's memory. To do this, activate autoloading for a specific favorites group. When you launch the application, programs within an autoloading favorites group are initialized i n the background, into your computer's memory through memory caching. When you later launch one of these selected programs, it will display faster. Each program can then be pre-loaded into memory during the current session. Important Be sure you only autoload internal Epicor programs. Do not include external programs (such as Microsoft Word) to an autoload group. Because these programs activate through an external file, the Epicor application will not be able to autoload them. Tip You can use a run time argument to disable autoloading on your client installation. This prevents the selected programs from loading automatically. To do this, add the /AUTOLOADSUPPRESS argument to your application icon's Target field. To learn how to use this argument, review the Run Time Arguments topic in the application help.

Workshop - AutoLoad Your Group During the following workshop, you will test how quickly a program displays when its included in an autoload favorites group. 1. Verify the Favorites tab and the XXX Group display (where XXX are your initials). The Customer icon should display in this group. 2. Note how long it takes to launch Customer Maintenance. Double-click the Customer icon. Customer Maintenance displays. 3. Close Customer Maintenance. 4. Right-click a blank area in the XXX Group pane (where XXX are your initials); you have two options: select AutoLoad this Group. •

AutoLoad this Group - When selected, this option causes memory cached programs to load into memory when first launching the application.

•

AutoLoad on Session Changes - When selected, this option causes memory cached programs to re-load into memory when the User, Site, Company, or Language is changed during the current session.

You can select either or both options. For this workshop, select the AutoLoad this Group option. 5. Close the Epicor application. 6. Launch the Epicor application again; for the Log On window, enter manager/manager. 7. Navigate to the Favorites tab and the X XX Group pane again (where XXX are your initials). 8. Double-click the Customer icon. Customer Maintenance should display quickly.

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This feature is a terrific way to launch programs, but you should only autoload a few you frequently use. Memory caching takes resources from the system, and also uses other resources -- including user objects. A limited number of user objects are available on each client, and when a client reaches that limi t, the Epicor application can become unstable. It can vaporize or deliver strange messages. The default limit is 10,000 user objects, and a program like Customer Maintenance can use 1,800 user objects. if you need, your system administrator can increase the number of user objects available on your client, but be aware that 64,000 user objects must remain available for the Windows operating system. Note you can have the same program open multiple times. One instance of the program can have memory caching active, while another instance of the program can turn off this function. You can then personalize (or customize) the program while its cached version is still in use. To do this, launch another instance of the program by pressing Shift; memory caching is turned off for this i nstance of the program. Tip Specific programs can also be permanently selected for memory caching; this check box is available on each program's Options window. The Memory Cache check box displays on the General sheet. This feature will be discussed later in this course.

Modern Shell Style Menu If you will use the Modern Shell Style Menu, this section describes the personalization options available through this interface.

Personalize the Home Page Use the Link tile to add elements of your choice such as Epicor Forms, URL Links, documents or programs. There are three ways of adding a Link tile to the Home Page: •

Right-click a blank area on the Home Page and open the Add Tile wizard.

•

Drag files and shortcuts from your desktop onto the Home Page.

•

Use the Menu application to add menu items onto the Home Page

Workshop - Add Custom Tiles In this workshop, learn how to add the Customer Maintenance form onto the Home Page.

Log Into the Application 1. Exit the Epicor application. 2. On your desktop, right-click the Epicor icon; from the context menu, select Properties. 3. Add the Modern Shell run time argument in the Target field. At the end of this field, enter the "/shell" value. Example C:\Epicor\ERP10\ERP10.0.700\Client\Epicor.exe /shell

4. Click Apply and then OK. Important If you receive a error that states you need permission from the System Administrator, your Windows account does not have security rights to modify desktop icon properties. Either log

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into your training environment with an account that has these privileges, or have your System Administrator update your account with these privileges.

5. Now double-click the Epicor icon.

The Log On window displays. 6. In the User Name field, enter manager. 7. In the Password field, enter manager. 8. Click the Right Arrow button.

A second instance of the Epicor application displays; it launches using the Classic Style interface and the Home Page displays.

Launch the Wizard The following steps illustrate how you use the wizard to add a new tile. 1. Right-click in a blank area of the Home Page.

Notice the Application Bar at the bottom slides open. 2. In the bottom right hand corner, click the Add Tile button.

The Add a new tile 3. Select No title to avoid adding this tile to an existing tile group. 4. In the top right corner, select a color of your choice.

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5. Click the Right Arrow button.

Select Program Link For the next task on the wizard, you add a program link to your new tile. 1. For the type, select Link.

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2. Click the Right Arrow button. 3. To add an Epicor program, select Epicor form.

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4. You want to add a Customer Maintenance tile. Start typing in the What form would you like to open? field to display the list of Epicor forms. 5. Select the Customer form. 6. Accept the default link title of Customer. 7. For the Company Context, leave the default value of Epicor Education. 8. Click the Right Arrow button.

Complete the Wizard The following steps discuss how you can modify the tile design you want to display on the Home Page. 1. Click the Default for link type option to use the default tile design for the selected type.

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Tip To display the snapshot of a website on the tile, select the URL Snapshot option and enter the valid website address. You can also place a custom image of your choice on the tile by selecting the Image option.

The following example displays a custom image used on a Company Configuration form tile.

2. Click the Right Arrow button. Now you define the size of your tile. 3. Leave clear (do not select) the Do you want to be able to expand your tile? check box.

Typically, you would select this option when you create a tile group, comprising of several tiles. By selecting this option, you are able to expand the tile to a desired size. 4. For the purposes of this workshop, accept the default value of 1x1. Tip The standard tile size of 1x1 is 125x125 pixels.

5. Click Save. The Customer tile now displays within your Home Page. 6. Click the tile to verify the Customer Maintenance form opens. 7. Exit the Customer Maintenance form. 8. Click and drag the Customer tile and position it in a different position on the Home Page.

You can move the tiles on the Home page, so you can modify this screen to display the icons you need the most each time you launch the Epicor ERP application.

Workshop - Add a BAQ Gadget Use the BAQ Gadget tile type to display Business Activity Query results within a Home Page tile. Business Activity Queries (BAQs) are either system or custom views of the data. When you create a custom BAQ, you indicate what tables and columns are queried, so you can pull in the data you wish to review. When you attach a BAQ to a tile, you can select to periodically refresh the query results to make sure you work with the latest database output. Optionally, you can select a different item to open when users click the BAQ , such as existing Epicor forms, websites, applications or documents.

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Add Tile Group To create a BAQ Gadget, you launch the Tile Wizard again, but this time you create a new tile group. 1. Right-click in a blank area of the Home Page.

Notice the Application Bar at the bottom slides open.

2. In the bottom right hand corner, click the Add Tile button. The Add a new tile screen displays.

Create the Gadget 1. Select the Create a new tile group option. 2. The What is the title of your new group? field displays. Enter "My BAQs" in this field. 3. Click the Right Arrow. 4. The wizard now asks you what type of tile you want to add. Select the BAQ Gadget option. 5. Click the Right Arrow. 6. On the next screen, you select the BAQ you would like to display. Click the Search (the magnifying glass) button. The Business Activity Search Form displays. 7. In the Query ID Starts With field, enter a "z" value. Tip The lower case "z" prefix indicates this query is a system BAQ. The Epicor ERP application installs with a series of default "z" system queries you can use to display specific views of the data.

8. Click Search. 9. Find and select the zAPInvDtl query and click OK. 10. Select the Should the BAQ tile be periodically refreshed? check box. A field displays that defines the refresh interval. 11. In the Refresh interval (minutes) field, enter 10. This indicates the data pulled into the selected BAQ will check the database every ten minutes. If a record changed, the BAQ displays the updated data. 12. You are next asked which columns you would like to display in the BAQ Gadget tile.

Select the following options (Scroll down to locate all the columns):

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•

Invoice

•

Line

•

Open

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•

PO

•

Part

•

Description

•

Our Qty


13. Click the Right Arrow. 14. The next screen asks you what you would like to open when a BAQ line is clicked. Select the Epicor Form radio button option. 15. You are now asked what form you would like to open. Click the drop-down list and select A/P Invoice Tracker. Tip You can quickly locate the form by entering "A/P" in this field. Select A/P Invoice Entry from the list.

16. Click the Right Arrow. 17. On the next screen, you are asked if you want to be able to expand your tile. Select this check box. 18. For the default size of your tile, leave the default Width and Height values. 19. However for the expanded size of the BAQ tile, select the following values: •

Width - 5

•

Height - 3

20. Click the Save icon. The new BAQ Gadget tile displays on your Home page.

Test the BAQ Gadget Do the following to use the BAQ Gadget. 1. To maximize the size of the tile, click the Expand Arrow in the lower right corner of the tile. 2. If the tile expands larger than the view on your window, click an empty space on the Home page and drag it to the left. You will now see the data results. Note that only the columns you selected display on this view. 3. Use the Up and Down arrows to move through the records returned by the selected BAQ . 4. Click on a row. The AP Invoice Tracker automatically displays. Use this tracker to see more details about an invoice; click the Invoice... button to find and select it. 5. Close the AP Invoice Tracker. 6. Now within the AP Invoice Detail tile, click the Minimize Arrow in the bottom right corner. The tile shrinks to its default size.

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Favorites List Use the Favorites List tile to create a placeholder of your favorite Epicor forms. Example You are a sales person, so you create a tile that has favorite links to the quote, sales order, and Customer Relationship Management programs you use the most.

Workshop - Create a Favorites List In this workshop, create a new Tile Group which is a placeholder of Home Page tiles. Inside the Tile Group, place a Favorites List where you can put programs you commonly use. Learn how to create a program shortcut directly from the Menu application.

Create Tile Group 1. Right-click anywhere in the blank area of the Home Page.

Notice the Application Bar at the bottom slides open. 2. In the bottom right hand corner, click the Add Tile button.

3. Select the Create a new tile group option. 4. For the name, enter MyGroup.

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5. Click the Right Arrow. 6. Select the Favorites List type.

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7. Click the Right Arrow. 8. For the title, enter Epicor Programs. 9. Click the Right Arrow. 10. Verify the Do you want to be able to expand your tile? option is selected.

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Using these settings, the default tile size of 1x1 (125x125 pi xels) and the expanded size is 2X2. This indicates the tile is doubled when you expand it. 11. To complete the wizard, click Save. On the Home Page, a blank Favorites List tile named Epicor Programs is now placed within the Tile Group named MyGroup. In the following exercise, you will add programs to the Favorites List tile.

Add Programs Use the following steps to add menu items of your choice into the Favorites List tile. 1. On the Home Page, click the Menu tile to access the Main Menu. 2. Navigate to Attribute Maintenance. Menu Path: Sales Management > Customer Relationship Management > Setup > Attribute Tip The CRM menu path is: Customer Relationship Management > Sales and Marketing Management > Setup > Attribute

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3. Right-click the Attribute icon.

Notice the context menu displays at the bottom of the page.

You can add a menu item to the Home Page or you can make it part of the Favorites group. In this workshop , you add Attribute Maintenance to the Favorites List tile. 4. Click the Add to Favorites Icon.

5. You are asked if you would like to select a different Company context; verify Epicor Education - Main displays. 6. A list of favorite tiles displays, select Epicor Programs radio button option. 7. Click Save. 8. Repeat steps 2 - 5 to add a few more programs of your choice. 9. Once complete, click the Home button in the top right corner to navigate back to the Home Page. 10. View the Epicor Programs favorites list is now populated with the programs you added. 11. Within the Epicor Programs tile, click the bottom right arrow to expand it. The programs you added to this tile display. 12. Click one of the program tiles; the selected program launches. Tip You can also click and drag tiles from one group to another group. When you do this, you can remove all the tiles so that you can display an empty group on the Home Page. You can then delete the group. Use this feature when you want to consolidate til es so they display more closely together on your Home Page.

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Workshop - Drag and Drop Programs Use this feature to access application links or documents you commonly use directly from the Epicor application workplace. In this task, you will also learn how to change tile properties. 1. Click and drag the Internet Explorer or Microsoft Word shortcut icon from your desktop and position it where you want it on the Home Page. You can select and move several i tems at once by holding the Ctrl button. Example The below example displays several application links and documents placed on the Home Page.

Now that you have added the tiles on your Home Page, you can next customize them. 2. Right-click a tile you want to modify. 3. From the context menu that displays at the bottom of the page, click the Edit Tile (the Wrench on the right side of the window) icon to change the tile settings. The Change tile settings wizard displays. 4. Select a different color for the tile. 5. Notice you can select a different network path to the program executable or document file. 6. In the What is the link title? field, enter IE Shortcut or Word Shortcut. 7. Click the Save.

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The tile displays with your changes.

Workshop - Delete a Tile/Tile Group Do the following to remove a tile from the Home page. 1. Right-click the Customer tile you previously added. The context menu displays at the bottom of the window. 2. Select the "X" icon. 3. You are asked if you want to delete this tile. Click Yes. The tile is removed from the Home page. 4. To remove an entire tile group, right-click the title of the tile group. Right-click the MyGroup tile group you previously created. The context menu displays at the bottom of the window. 5. Select the "X" icon. 6. You are asked if you want to delete this tile group. Click Yes. The tile group is removed from the Home page.

Settings Use the Settings screen to control your current environment settings such as changing a user or language, selecting a preferred color scheme or configuring your Epicor Social Enterprise login parameters. The following topics discuss the options found on the Settings screen.

Workshop - Change Settings The following exercises illustrate how you can change the settings in the Modern Shell Style Menu.

Modify General Options The General Options page contains the main options you define for the entire environment. 1. On the Home Page, click on the Settings tile. The Settings page displays. 2. Verify the General Options item is selected on the left side of this page. 3. A number of Change options display at the top of this page. Use this options to switch the environment to use a different global option.

Available options: •

Change User - Use this function to change current user and log into the Epicor application with a different User ID and Password.

•

Change Language - Use this function to change the current language for your session. Note You import languages into your system by using Language Maintenance. Review the application help or the ICE Customization User Guide for more information about this program.

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•

Change Password - Click this link to change your password for logging into the Epicor application.

•

Change Workstation - Workstations, or packing stations, define the scale and manifest interface for each pack station. Click this link to change the workstation used for shipping on this client installation. You create workstation records using Workstation Maintenance.

4. Click on Preferences... link. The Preferences window displays. Notice this window has nearly the same features as the Preferences window in the Classic Style Menu, and it also has a couple styling features:

a. Select the Disable Theming check box to prevent themes from being applied to the i nterface. The next time you log into the Epicor ERP application, the windows will display using the base style. b. Click the Theme drop-down list to select a different theme. The next time you log into the Epicor ERP application, the windows display using the theme you selected on this drop-down list. You previously explored these styles. 5. If you have customization rights, you would click the Developer Mode option to activate the customization tools. Tip You use the customization tools to modify a program and make this customization available to users in the whole company. Customization is beyond the scope of this course. To learn more, review the Embedded Customization and Advanced Embedded Customization courses; you can also review the application help and the ICE Customization User Guide.

6. Likewise if you have Localization rights, you can click the Translation Utility option. The Translation Utility displays. Use this utility to modify strings to reflect local translation needs. For more information on this program, review the application help or the ICE Customization User Guide.

Change Color Options Do the following to change the default colors for the Modern Shell Style Menu. 1. Select the Colors node on the left side of the window. The Colors options display. 2. The top drop-down list asks you to select your favorite color. Click the Down Arrow next to this color. The Colors Palette window displays. 3. You can select a different color from the Current Color Palette, the Derived Color Palettes, and the Recent Color Palettes areas. 4. Click the Advanced button. The Advanced window displays. Use this window to create a custom color. 5. When you are satisfied with your color, cli ck OK. 6. Now you can select other favorite colors. Under the What other colors do you like? question, click the Down Arrow next to each color. The Colors Palette window displays again. Select the colors you like for each color option. 7. You can also select some default palette options. Select one of the palettes. Notice the current color palette changes to display the palette you selected. 8. Click Save.

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9. Click on the Home icon.

The Home Page now uses the colors you defined or selected.

Define Home Page Options Do the following to modify the look of the Home Page. 1. Select the Home Page node on the left side of the window. The Home Page options display. 2. The first question asks you how many tiles should be displayed in a vertical column. Click the drop-down list and select one of the options (3-6 tiles). 3. If you want to return the default look for the Home Page, click the Reset Home Page button. 4. You are asked if you want to reset the home page; click Yes. The Home Page loses the modifications you defined, reverting to its original settings. 5. If you no longer want the opening animation to run each time you launch the Epi cor ERP application, clear the Show "Loading Form..." animation. Now when you launch the Epicor ERP application, the tiles immediately display.

Customize Splash Screen Options Do the following to modify what displays on the opening Splash Screen page. 1. Click on the Splash Screen option. 2. If you want the opening animation to run, select the Animate the splash screen check box. 3. You can also customize the text that displays on the Splash Screen tiles. Select the check box next to the question that asks if you if you would like to modify the text. 4. Click in the Service tile; enter Success.

Modify Search Options Use the Search page to define what search engines display on your search panel. 1. Click on the Search option. The Search options display. 2. You are asked what web search engines you want to use.

Available options:

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Amazon

•

Bing

•

eBay

•

Google

•

Wikipedia (en)

•

Yahoo

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3. Select the Amazon option. 4. Click the Home Page icon. 5. Select the Search (the Magnifying Glass) icon.

The Search Panel displays. Notice Amazon is one of the options.

6. Select the Amazon option.

The Amazon.com home page displays.

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Program Personalization


Program Personalization You can personalize each program ’s interface so it displays the configuration that works best for you. Areas of a program interface you can personalize: •

Options - You define the internal personalizations you want for a program on the Options window. The options you select become the default for the program each time you launch it.

•

Toolbars – You can adjust the toolbars positions within the program window.

•

Sheets – Each program comes with two or more sheets. By clicking and dragging each sheet ’s tab, you can change the order in which these sheets display. Likewise, you can pull a sheet completely out of the program so it displays as a floating window.

•

Grids – Some sheets contain grids, which display information through a combination of rows and columns. You can manipulate the order columns appear within each grid, as well as modify each grid.

•

Tree View – You can cause the program ’s tree view to automatically hide or di splay within the program.

•

Personalization Mode - Launch this mode to move controls and modify control properties within the current program. You can also import and export personalizations, so you can share personalizations with other users within your system.

Options You define personalizations for a program in the Options window.

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Workshop - Set Up Program Options During this workshop, you will explore some program option layout features.

Access the Options Window 1. Navigate to Part Maintenance. Menu Path: Production Management > Job Management > Setup > Part 2. From the Tools menu, select Options. 3. If a Clear this form message displays, select Yes.

The Options window displays. 4. Note the available sheets: •

General

•

Hot Keys

•

Dialogs

•

Tree View

•

Global Options

Modify General Options The General sheet contains options that affect the entire program. These options determine whether your sheet, toolbar, grid, and tree view personalizations are saved when closing the program. You can also select special actions that run when you first launch the program, such as automati cally launching the Search window. 1. Verify the General sheet displays. 2. From the As the Form Opens: group box, select the Auto Load Search radio button option. 3. Notice you can select the Memory Cache check box. If you select this check box, the program will stay in active memory after you close it. The program will then display faster the next time you launch it.

This feature is identical to the AutoLoad feature described previously in this course. However instead of memory caching a group of favorite programs, you instead select this feature on a specific program. Memory caching takes resources from the system, and also uses other resources including user objects. A limited number of user objects are available on each client, and when a client reaches that limit, the Epicor application can become unstable. The default limit is 10,000 user objects. A program like Customer Maintenance can use 1,800 user objects, so be sure you only select a few programs for memory caching. If you need, you system administrators can increase the number of user objects available on your client to 18,000. 4. Now click the Show Ribbon Override drop-down list and select True. This causes the program to display the Ribbon style toolbar instead of the Standard toolbar. 5. In the Control Indicators pane, click the down arrow next to Context Indicator to reveal Custom, Web, and System color options.

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6. Under the Web sheet, select Crimson. 7. Select the Zone Indicator check box; this indicates you want a color to display when a field is attached to a Business Activity Query (BAQ) Zone. Tip BAQ Zones are custom queries you attach to fields that pull in data related to the value in the selected field. You first create these queries in the Business Activity Query Designer. You then attach these queries to a field using Extended Properties Maintenance. For more information, review the BAQ Zones topics in the application help.

8. Click the down arrow next to the Zone Indicator drop-down list; select Custom and then select a Blue color. 9. Select the Required Field check box.

When you activate this option, fields that need data before a new record is saved are highlighted on the interface. 10. Click the down arrow next to Required Field and select Web > Green. 11. Click OK.

Review the changes on the Part > Detail sheet. Notice the required fields are highlighted in green and the Standard toolbar is now replaced with a ribbon. Click on the Main, Links, and Support tabs to display different ribbon options.

Assign a Hot Key Use shortcut keys to quickly navigate through the interface. By leveraging the Hot Keys sheet, you define shortcut key combinations used within the current program. You can then select shortcut keys for specific functions. 1. Now that the Ribbon displays, click on the Support tab. 2. From the Tools group, select Options. 3. If a Clear this form message displays, select Yes.

The Options window displays. 4. Navigate to the Hot Keys sheet. 5. In the Command field, verify About displays. 6. In the Short Cut field, select F2. 7. Click OK. 8. Press the F2 key. The About Epicor window displays; review the release information. 9. Close the About Epicor window.

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Change Dialog Options The Dialogs sheet contains a series of sheets you use to indicate when data can be verified for each specific action that occurs within the program. Each mouse click or key stroke is an action. You can personalize a program to verify that certain actions produce valid data. When a certain event needs to verify data, a Confirmation window displays. After you are sure the information is correct, click Yes to close this window. There are four actions that you can use to verify data: •

Update

•

Add New

•

Delete

•

Undo 1. Click on the Support tab. 2. From the Tools group on the Ribbon, select Options. 3. If a Clear this form message displays, select Yes.

The Options window displays. 4. Navigate to the Dialogs > Add New sheet. 5. Select the Confirm Add New On New Button check box. 6. Click OK. The Options window closes. 7. On the Ribbon, click the Main tab. 8. From the File group on the Ribbon, click New. 9. You are asked if you want to add a new record. Click No.

Adjust the Tree View Use the Tree View sheet to personalize the text that displays within a program ’s tree view. The tree view displays the various items defined on a record. Each node on the tree view represents a sheet, so you can click on a node to display the sheet that contains the item you wish to review. You use the features on the Options window to modify how each node on the tree view displays. Through these options, you can personalize the tree view to display the record details you need. 1. Click on the Support tab. 2. From the Tools group on the Ribbon, select Options. 3. If a Clear this form message displays, select Yes.

The Options window displays. 4. Select the Tree View tab.

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Notice the current tree view displays on this sheet. 5. Select the top Part.PartNum node. 6. Click the Display Column drop-down list and select PartDescription. 7. Change the Node Caption to displays the Desc text. 8. Now select the In Folder check box. A field appears that displays the name of the root folder; for this example, Parts displays in this field. 9. Change this text so it displays Current Part instead. 10. Now click the Show Count check box. This indicates you want to see the number of records that display below this node on the tree view. 11. Next select the Hide When Empty check box. This indicates that the tree view will not display this node when it does not have records beneath it. 12. Click OK. You return to Part Maintenance. 13. Click the Part... button to find and select a part record. Notice how the tree view displays. 14. Expand the Current Part node. Notice a Count (1) value displays behind this node. The top node for the part record now displays a "Desc:" prefix followed the value from the Description field on the selected part record.

Modify Global Options The Global Options sheet contains options that define how certain el ements display and act within the Epicor ERP application. Use these options to determine how the bottom status bar appears, including the style used on the status bar’s borders. You can specify the commands and shortcuts for global hot keys -- key combinations for launching programs. This sheet also has controls for defining grid characteristics. 1. Click on the Support tab. 2. From the Tools group on the Ribbon, select Options. 3. If a Clear this form message displays, select Yes.

The Options window displays. 4. Navigate to the Global Options > Status Bar sheet. 5. In the Status Bar Panels options, select the Date option. The Date Format options display. 6. Select the Long Date radio button option. 7. Now click the Time radio button option. The Time Format options display. 8. Select the Short Time radio button option.

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9. In the Border Style field, select Raised. 10. In the Panel Border Style field, select Solid. 11. Click OK. 12. At the bottom of Part Maintenance, review the Status bar changes. 13. Remain in Part Maintenance.

Once you select the options you want, they become the default standards used each time you run the program. Tip For more information on this set of features, refer to the Options topic in the application help.

Program Layouts You can personalize the program interface so it di splays in a layout configuration that makes i t easier to use. A sheet is a layer of a program’s interface that contains related functionality. Much like you can reorganize sheets of paper connected with a paper clip, you can also reorganize the default positions of the sheets within a program. Once you save your personalized sheet layout, the sheets appear in this new position each time you launch the program. You can also change how the tree view pane displays. It can be automatically locked in place. You can also unpin the tree view so it hides in the left side of the program window.

Workshop - Change the Program Layout In this workshop, change the order in which sheets and the tree view display within a program.

Modify the Sheet Order Each sheet is displayed with a tab. These tabs are organized on different levels within a program. As long as the sheet is on the same level, you can click and drag its tab to a different position on the sheet level. You cannot place a sheet on a different sheet level. Example The Sales Order Entry program has several sheet levels. The Summary, Header, Lines, and Releases sheets are on the top sheet level, while the Release Detail and the List sheets are on another level. You click and drag the List tab so that this sheet is first in the tab order - ahead of Release Detail. However you cannot move the List sheet to the same sheet l evel as the Summary, Header, Lines, and Releases sheets. 1. Navigate to Customer Maintenance Menu Path: Sales Management > Order Management > Setup > Customer Tip The CRM menu path is: Customer Relationship Management > Order Management > Setup > Customer

2. Click Tools > Options. The Options window displays. 3. Verify the Save Dock Layouts check box is selected.

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This indicates you will save docking position changes you make for the sheets in this program. 4. Click OK. 5. Navigate to the Billing > Credit sheet. 6. Click the Credit sheet and drag and drop it before the Bill To sheet. The Credit tab is now between the Detail and Bill To tabs to the left of the program.

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Dock a Sheet 1. Now click the Credit Detail sheet and drag it just below the Global Credit tab until you see a rectangular outline display horizontally. 2. Release the sheet. The Credit Detail sheet is docked above the Global Credit and National Account Credit sheets. These two sheets are now child sheets of the Credit Card Detail sheet. 3. Now select the Credit sheet again and drag it to the left until it displays a vertical outline next to the tree view. 4. Release the sheet. Now the Credit Card Detail sheet displays next to the Global Credit C redit and National Account Credit sheets. Now when you click the Credit tab, these sheets display side by side each other.

Create a Floating Sheet You create a floating sheet that displays on another part of your screen, separate from the rest of the program. Example You create orders at your company, compan y, and your computer is set up to use two monitors. mon itors. To improve how quickly it takes you to enter orders, you pull both the Order Entry ’s Header and Lines sheets off the interface and display each floating sheet on the separate monitors. The next time you create an order, you can see both sheets at the same time. 1. Click the Billing sheet and drag it to the top of the window. 2. Release the sheet. The Customer Billing Maintenance sheet and its child sheets now displays as a separate window. 3. In the Billing sheet window, click the Title bar and move the sheet around.

This defines the position the floating sheet will appear the next time you launch this program. 4. From the Tools menu, select Save Layouts. 5. Exit Customer Maintenance. 6. Double-click the Customer icon to re-open the program. The Customer Maintenance Billing sheet is still in its floating position. Tip For more information, refer to the Sheet Layouts topic in the application help.

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Auto-Hide the Tree View You can hide the tree view pane so that you can see more of the fields on each sheet. The tree view then automatically moves, or hides, on the left side of the program window. 1. In the upper right corner of the tree view pane, click the Thumb Tack icon. Wait a few seconds for the tree view to hide. A Customer tab now displays on the far left side of the window. 2. Hover your mouse over the Customer tab. The tree view pane displays. 3. If you want to lock the tree view pane in place again, select the Thumb Tack icon again to pin it back into place. The tree view pane now displays on the left side of the window.

Restore Default Positions 1. From the Tools menu, select Reset Layouts to Base. A dialog box displays indicating your layout positions will be lost. 2. Click OK. 3. Verify the Billing > Credit > Credit Detail sheet and the Billing > Credit > Global Credit sheet returned to their default positions.

Grid Layouts Grids display information through a series of columns and rows. Each column displays a category of information, such as Part Number or Postal Code, while each row displays data from individual records.

You can personalize a grid’s columns in two ways. •

Change the Column Order – 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.

•

Adjust the Column Width – You can also adjust the width of each column. You can then see more of the data contained within the column.

Workshop - Arrange the Grid View Grids display information through a series of columns and rows. In this workshop, change the column order and adjust the column width to arrange grids. 1. Navigate to Sales Order Entry. Menu Path: Sales Management > Order Management > General Operations > Order Entry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Order Entry

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2. Click Tools > Options. The Options window displays. 3. Verify the Save Grid Layouts check box is selected.

This indicates you will save the grid column position changes you make on the sheets in this program. 4. Click OK. 5. Click the Sales Order... button. The Sales Order Search window displays. 6. Find and select sales order 5366. The selected order displays in Sales Order Entry. 7. Navigate to the Lines > List sheet. 8. To modify the column order of the grid, click on a column header and drag it in front or behind another column header. Click and drag the Part column header. 9. When the two arrows display, release the Part column header. The Part column now displays in this new position on the grid. 10. Scroll over the line between column headers until a line with double arrows displays to expand the column width. 11. Click and drag this icon to expand or reduce the width of the column. 12. Now click on Tools > Save Layouts. 13. Close Sales Order Entry. 14. Re-launch Sales Order Entry. 15. In the Sales Order field, enter 5366. 16. Navigate to the Lines > List sheet. The changes you made to the grid display. 17. From the Tools menu, select Reset Layouts to Base. 18. You are asked if you want to lose your layout settings. Click OK. 19. Exit Sales Order Entry. Tip For more information, refer to the Grid Layouts topic in the application help.

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Personalization Mode You can further modify a program interface to reflect your needs. If you have personalization rights, you can move the interface controls where you want them and adjust control properties such as font, color, tab stop order, text, and so on. To do this, you activate Personalization Mode. The Control Properties window displays when you activate a program in the Personalization mode, and you use the window to move controls and adjust their properties. Example Within Sales Order Entry, you want the Terms field to follow the Order D ate field in the tab order. You enter sequential numbers in each field's TabIndex property. Now when you tab through the fields on this form, the cursor jumps from the O rder Date field directly to the Terms field.

When you finish personalizing the form, you can also use the Control Properties window to export the personalization. This makes your personalizations available to other users. Your personalizations are saved within an Export folder. When other users are in Personalization Mode, they can import your personalization and use it. Likewise, if you no longer need a personalization, you can use the Control Properties window to delete it. Tip If you need to make a change to a program interface that your entire company needs to use, create a customization of this program instead. For more information, review the Embedded Customization and Advanced Embedded Customization courses or the ICE Customization User Guide.

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Mode Setup To use Personalization Mode, you need to first grant personalization privileges to the user account you will use. You then need to disable the themes.

Assign Personalization Rights Do the following to give a user account access to the Personalization Mode. 1. Navigate to User Account Security Maintenance . Menu Path: System Setup > Security Maintenance > User Account Security Maintenance Important This program is not available in the Epicor Web Access. Tip User Account Maintenance is typically only accessible to system administrators. If you do not have access to this program, contact your system administrator or IT personnel for assistance.

2. Click the User ID... button to find and select the Epicor Demo User account. The Epicor Demo User account record displays. 3. Click the Options tab. 4. Select the Allow Personalization check box. 5. Navigate to the Company > Detail sheet. 6. Verify this user has access to at least one company. If not, click the Down Arrow next to the New button; select New Company. 7. Click the Company drop-down list. Select the company you want to assign to this user. 8. Click Save. 9. Exit User Account Security Maintenance.

The next time Beverly logs in with this user account, she will be able to switch a program to Personalization Mode.

Disable Themes You next need to turn off the application themes. You can then display the personalization changes you make to a program. 1. From the Home Page, click the Settings tile. The Settings page displays. 2. Verify the General Options are selected; then click the Preferences... link. The Preferences window displays. 3. Select the Disable Theming check box. 4. Click OK. 5. You now need to refresh the application with your setting. Close the Epicor ERP application.

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6. Now re-launch the Epicor application; log in as manager/manager.

The programs display using the base form (no style) mode. You can now personalize the programs as you need.

The Control Properties Window To switch a program to Personalization Mode, navigate to a program and select Tools > Personalization. This opens the Control Properties window for that program and displays a grid over the interface. You use this window to create and modify personalizations for the current program. This window displays in front of your screen until you close i t by selecting Delete, OK, or Cancel. Key Control Properties features: •

Name - This field displays the element name selected on the sheet. This may be the entire form or a single element. You can personalize the elements on a sheet. For example, it may indicate that the entire sheet is selected. If this is the case, the changes made to the properties will affect the entire sheet.

While you are in personalization mode, each sheet is referred to as a form. A form is the modifiable version of a sheet. •

Type - This field displays the specific path name used by the program to execute or display the current sheet.

•

Properties - Each element on a sheet has a series of items, or properties, you can modify. As you click on different elements, the Control Properties window displays the set of properties you can modify for the selected element. The properties that display depend on the type of element you select. To rearrange the position of controls on the form, drag and drop them on the form.

•

Buttons - Use buttons located on the Control Properties window to import, export, delete, and save the current personalization. Important If the program uses memory caching, you need to disable this feature before you can personalize this program. To disable memory caching, hold down the [Shift] key on your keyboard and then launch the program. You can do this from either the main interface or a context menu. For more information on this feature, review the Options - General Sheet topic in the application help.

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Sheet Properties A sheet is a layer of a program ’s interface that contains related functionality. Most programs contain at least two sheets - A Detail sheet and a List sheet. You can modify several features on each sheet: •

BackColor - This feature defines the color of the item ’s background. This option displays the available colors in a list. You may select a color defined for your current Windows color scheme, a custom colors list, or a list of web colors.

•

Font - Use this field to change the font style -- including bolding and italicizing the font.

•

ForeColor - Defines the color of the item ’s text.

When selected, this option displays the available colors in a list. You may select a color defined for your current Windows color scheme, a custom colors list, or a list of web colors. •

Location - Defines the exact position of the control or element on the sheet. The location is i ndicated through X and Y axis numbers.

•

Size - Indicates the height and width of the selected element.

•

TabStop - Indicates whether you want this item to be included as you navigate through the sheets within the program. True indicates you can tab through this element; False indicates a tab will skip over this element.

•

TabIndex - Use the TabIndex to decide the order i n which you will move through the fields as you press the key. Enter a number to indicate the order in which this control activates. For example, if you would like this control to be last in the tab order, enter 9999.

•

Text - Use this field to change the actual text that displays on the form.

Workshop - Modify Sheet Properties During this workshop, you launch Opportunity/Quote Entry. You change the background color of this program's tree view and also the font style of the Opportunity / Quote search button. 1. Navigate to Opportunity/Quote Entry. Menu Path: Sales Management > Quote Management > General O perations > Opportunity / Quote Tip The CRM menu path is: Customer Relationship Management > Quote Management > General Operations > Opportunity / Quote

2. From the Tools menu, select Personalization.

The Control Properties window displays. 3. Move the Control Properties window so it displays next to Opportunity/Quote Entry. 4. In the Opportunity / Quote tree view, click once. The Control Properties window displays the properties for the tree view. 5. Click the BorderColor drop-down list. 6. Navigate to the Web sheet, and select Red.

Notice the tree view is Red. 7. Navigate to the Summary sheet and click the Opportunity / Quote button.

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8. In the Control Properties window, click in the Text field, and change this value to just display "Quote...", and click out of this property.

Notice the Opportunity / Quote button now only displays Quote... for its button text. 9. In the Control Properties window, expand the Font node. 10. In the Bold field, select True.

Notice the Opportunity / Quote button text is now bold. 11. In the Italic field, select True.

Notice the Opportunity / Quote button font i s now italicized. 12. In the Control Properties window, click OK.

Remain in Opportunity/Quote Entry for the next workshop.

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Grid Properties You can also use the Control Properties window to hide or add columns to a grid.

Workshop - Modify Grid Properties 1. From the Tools menu, select Personalization.

The Control Properties window displays. 2. Move the Control Properties window so it displays next to Opportunity/Quote Entry. 3. Navigate to the Summery > Lines sheet.

The Control Properties window now displays the properties for the selected grid. 4. Click in the Columns field to display the Drop-Down Arrow button; select this button. The Column Properties window displays. 5. Click on the Caption column header to sort the grid columns alphabetically. 6. Now click the Toggle Hidden button. 7. Click outside the Column Properties window to close it. Notice all the columns disappear from the grid. 8. Click in the Columns field to display the Drop-Down Arrow button. Select this button again. The Column Properties window displays. 9. Clear (de-select) the Hidden check boxes for the Line, Part and Description columns. 10. Click outside the Column Properties window. The selected columns now display in the grid. 11. Click OK. The Control Properties window closes. Opportunity/Quote Entry displays the personalization changes you made.


Move Elements and Adjust Tabs While you are in Personalization Mode, you can change where specific elements display on the form. You can also change the field tab order to enter/select data in the sequence you need.

Workshop - Adjust Elements During this exercise, you will change the position fields display on a form. You will also adjust their tab order sequence. 1. From the Tools menu, select Personalization.

The Control Properties window displays. 2. Move the Control Properties window so it displays next to Opportunity/Quote Entry.

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3. Click on the Status field. This field's handles display. 4. Click and drag this field so it displays closer to the Ratings field. 5. Navigate to the Lines > Detail sheet. 6. Click in the Part/Rev field. 7. On the Control Properties window, set the TabIndex property to 1 and the TabStop property to True. 8. Next click in the Description field. 9. On the Control Properties window, set the TabIndex property to 2 and the TabStop property to True. 10. Now click in the Customer Part field. 11. On the Control Properties window, set the TabIndex property to 3 and the TabStop property to True. 12. Click OK. Opportunity/Quote Entry displays in Run Mode (normal operations). 13. Create a new quote. Click the New button. 14. For the Customer, enter DALTON. 15. Navigate to the Lines > Detail sheet. Click New. 16. Click in the Part/Rev field and then press . Notice you move through the fields i n the tab order you defined.

Export and Import Personalizations Once you save a personalization, you can export it from one user account and make it available for another user. You can then create a personalization and share it with other Epicor users who want to use your personalized interface.

Workshop - Export and Import a Personalization After you create a personalization, you can export the personalized settings to a shared network folder. Other users can import this personalization for use with their user accounts.

Export the Personalization During this exercise, you export the personalization you previously created. 1. From the Tools menu, select Personalization. The Control Properties window displays. 2. In click the Export button. The Save As window displays. 3. Select Desktop as the destination folder.

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Tip You can select any folder accessible by your client machine. Typically you would export your personalization to a network folder so other users could import your personalization.

4. Note the file name. 5. Click Save. 6. Exit the Control Properties window. 7. Exit Opportunity/Quote Entry.

Import the Personalization For this exercise, you log into the application as a different user to import the personalizations you made to Opportunity/Quote Entry. 1. Click the Home Page button. 2. Now click the Settings tile. The Settings page displays. 3. Select the Change User... option.

A Log On window displays. 4. Log into the application using the following information: User name: bhoward Password: bhoward 5. Navigate to Opportunity/Quote Entry. Menu Path: Sales Management > Order Management > General Operations > Order Entry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Order Entry

6. From the Tools menu, select Personalization. 7. In the Control Properties window, click the Import button. 8. Select Desktop. 9. Select the file you exported and click Open. 10. To the You must close and reopen form for personalization changes to take effect message, click OK. 11. Exit Opportunity/Quote Entry. 12. Reopen Opportunity/Quote Entry. 13. Confirm the changes were made to the tree view and the Opportunity / Quote button.

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Delete a Personalization While you are in Personalization Mode, you can also delete a personalization.

Workshop - Delete the Personalization In this workshop, delete the current personalization. 1. From the Tools menu, select Personalization. 2. In the Control Properties window, click the Select Top Level Form button. 3. Now click the Delete button. 4. You are asked if you want to delete the personalizations. Click Yes. 5. You are next notified you need to close and reopen the form to see your changes. Click OK. 6. Exit Opportunity/Quote Entry. 7. Reopen Opportunity/Quote Entry to view the restored format of the sheet.

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Conclusion


Conclusion Congratulations! You have completed the Personalization course.

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Personalization

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