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Help Topics for Epicor

Reset Epicor Password (ZONE)
Epicor users now have the ability to reset their password without having to rely on IT to do it for them through the ZONE. A password reset may only occur i...
Fri, Jan 24, 2025 at 9:12 AM
Lockstep Troubleshooting
Ayush Garg (Lockstep) May 26, 2025, 10:30 AM EDT Just adding a screenshot to view the last sync status directly on the Homepage. (I forgot to add it i...
Thu, May 29, 2025 at 8:04 AM
Sales Order Acknowledgement Process
This documentation goes over how to properly send sales order acknowledgements (SOAs). The process that handles sending SOAs has been changed to be entire...
Tue, Apr 15, 2025 at 3:03 PM
Updating the OData Password in Excel for BAQ data feeds from Epicor
To update the password for an OData feed connection in Excel, you need to access the Data Source Settings and edit the credentials for the specific OData fe...
Tue, Jul 1, 2025 at 2:22 PM
Use a BAQ to Get Current Data
Here are the steps to open a BAQ, show the results in the Analyze tab, and copy that data to Excel in Epicor 10:  Step 1: Navigate to Business Activity Que...
Thu, Jul 3, 2025 at 9:02 AM
Using OData Feed in Excel from Epicor BAQ
Work Instruction: Using OData Feed in Excel from Epicor BAQ Purpose: To provide a step-by-step guide on how to retrieve data from an Epicor Business Activi...
Tue, Aug 19, 2025 at 9:14 AM
Date Fields in Epicor
Order Entry on Epicor has multiple date fields that drive the system.  I will list the label they are known by on the page, and the backend database field n...
Thu, Sep 4, 2025 at 9:19 AM
Epicor Copy To Excel not working
Some possible solutions when Epicor's 'Copy to Excel' is not working. Re-install Epicor  Re-Install Excel (or repair the O365 installati...
Tue, Sep 9, 2025 at 1:31 PM
Shared Services: Epicor Changes to Supplier and Customer Records
For the US divisions, all changes to Supplier Records have to be made by the Accounting Department. For these changes, please send the aprpriate request wit...
Thu, Sep 25, 2025 at 9:06 AM
Using Epicor Field Help
Open the screen in Epicor where the field you are interested in resides. Go to the dropdown menu Help -> Field Help. This will open a flyout pane on t...
Thu, Oct 16, 2025 at 1:26 PM