Help

Help Topics for Epicor

Submit Details for an Epicor Error
Click the Details button Click inside the text of the Details Use Ctrl+C to copy the details to the Windows Clipboard Click into the email or ticket Us...
Wed, Oct 29, 2025 at 9:17 AM
Tree Options for Job Tracker
Tue, Dec 16, 2025 at 8:06 AM
Customer issues where either a Contact or Ship To is not found
When this happens, especially in a linked Customer record, it is caused by the Customer having an invalid Contact or ShipTo linked that does not actual...
Wed, Feb 18, 2026 at 11:43 AM
Using the Integrated Workbench
Open the Integrated Workbench use the binoculars to search for a record type that is stuck.  I normally select Options -> Return all Rows also Once...
Fri, Apr 10, 2026 at 7:34 AM
ECM Login Steps
Use the following link to go to the site: Epicor ECM (DocStar)  Use the following screen, enter your active directory username (email address?) I have no...
Thu, Jun 18, 2026 at 10:41 AM
Fixing Service Call Pricing Issues
Open the Service Job Entry screen for the related Service Job for the Service Call with the issue. Go to Tools -> Personalization to open up the Per...
Fri, Jun 5, 2026 at 9:59 AM
Setting the date format in Epicor IDC for non-US date formats
In the IDC system, when you have an invoice document open for training, you can right click the date field, and choose 'Define Date Format' Th...
Wed, Jun 10, 2026 at 12:57 PM
"Root Element is Missing" Error cause and fix
If you get a Root Element is missing error while starting Epicor, it is caused by a corrupted file on your local machine.   To fix the issue: Close th...
Tue, Jun 23, 2026 at 7:32 AM