Help

Help Topics for Epicor

Epicor: Move the delete button
There is a global option to move the delete button where you wish.   In any screen, open the drop down menu, Tools -> Options On the Global Options...
Mon, Sep 13, 2021 at 8:54 AM
Disable Kinetic UI in Epicor .700
There is a setting you can change to set your kinetic choice option, that may help matters.  If you go to Settings -> Preferences -> Form To Use ->...
Mon, Nov 8, 2021 at 11:15 AM
Epicor Error Reporting
To help us in the upgrade error reporting, I am asking people to be very clear when turning in helpdesk tickets for issues:   Make the subject line make ...
Tue, Nov 9, 2021 at 9:21 AM
Reverse Cash Receipts
Reverse Cash Receipts -  You have to start the process by using the binoculars (search) to find the correct cash receipt that you want to reverse.
Wed, Dec 15, 2021 at 10:54 AM
Import/Export Supplier Price List
Go to the Supplier Price List and enter or search for the Vendor ID.  Then click the Actions menu and select Export File. Click the browse button to s...
Mon, Dec 27, 2021 at 8:56 AM
Setting up Azure Virtual Desktop Client
Using the Azure Virtual Desktop Client 1. Navigate to your computers search bar and search for the Remote Desktop application.      2. Once you open t...
Mon, Jan 3, 2022 at 8:38 AM
Creating new Fiscal Years/Periods in Epicor
This video is for version 9, but is still a pretty similar process.  Please get with your accounting manager if you do not have access to these functions. ...
Mon, Jan 3, 2022 at 1:27 PM
Epicor Review Journal
If an accounting transaction does not post, it goes into the Epicor Review Journal, or has a status of reviewing.  To look up what the actual issue is, you ...
Mon, Feb 28, 2022 at 11:59 AM
The invocation of the constructor on type ‘IceShell.Apps.Logondialog’ that matches the specified binding constraints threw an exception
This is caused by a corrupt file in the local file system.  You can fix it yourself by deleting the 'C:\Users\[your user name]\AppData\Local\Epicor'...
Wed, May 11, 2022 at 9:01 AM
Correcting Active Labor Transactions
Run this Dash Board If there are jobs with Active Transactions for prior days need to send the report to Helpdesk for processing.   Once Paul has proce...
Thu, Sep 22, 2022 at 9:19 AM