If you need additional columns for your customization, you create them using Extended User Defined Table Maintenance.
Through this program, you find and select an existing database table. You then create the extended user-defined (_UD) table; this extension links to the existing table. You can then add the custom columns to it that you need.
For this workshop, you need to add a custom Character01 column to the ShipDtl table. You can then link this Character01 column to the same column in the existing user-defined table. This column is UD01.Character01, the column that holds the Description values you entered for your containers in the previous workshop.
Note Do not confuse the standalone user defined tables (UD01, UD02, UD101, and so on) with the extended user defined tables. You customize the standalone user defined tables to enter unique records.
The extended user defined tables are extensions you add to an existing table; you can then add custom columns that display in the existing table.
1. Navigate to Extended User Defined Table Maintenance.
Menu Path: System Setup > System Maintenance > Extended UD Table Maintenance Important This program is not available in the Epicor Web Access.
2. Click the New button.
The Table Search window displays.
3. In the Starting At field, enter Ship and click Search.
4. Find and select the ShipDtl table; click OK.
Notice the TableName field now displays ShipDtl_UD. This indicates you have created an extended user defined table for the ShipDtl table.
5. Now click New > New Column.
6. Navigate to the Column > Detail sheet.
7. Enter the following values:
This new column will contain text strings limited to twenty characters.
8. Click Save.
9. To complete this table, you need to synchronize it to the database. To do this, click Actions > Sync Current Table to DB.
10. A message displays indicating that the ShipDtl_UD table is synchronized. Click OK.
11. You next need to refresh the application to display this extended user defined table. Return to the Home window and click the Settings tile.
12. Click the Change User... option and log in as manager/manager.
Use the Simple Search Wizard
1. Return to the Home window and click the Settings tile.
2. Verify the General Options node is highlighted on the tree view. Select the Developer Mode option.
3. Return to the Home window and click the Menu tile.
4. Navigate to Customer Shipment Entry.
Menu Path: Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry
5. In the Select Customization window, click OK.
Your customization will then use the base form.
6. From the Tools menu, select Customization.
The Customization Tools Dialog window displays.
7. In Customer Shipment Entry, navigate to the Lines > Customer Shipment Entry > Detail sheet.
8. In the Customization Tools Dialog window, from the Tools menu, select ToolBox.
9. In the ToolBox, select EpiUltraCombo.
10. Within the From Inventory group box, directly below the Bin button, click inside the form.
11. In the Select Layer Type window, select Customization and click OK.
12. Click and drag the mouse below the Bin button to draw an EpiUltraCombo (drop-down list).
13. Verify the EpiUltraCombo is selected. In the Customization Tools Dialog window, from the Tools menu, select Wizards > Customization Wizards.
14. In the Customization Code Wizard Dialog window, select Simple Search and click Launch Wizard.
15. Click the Get Adapters button.
16. Select UD01Adapter and click Next.
17. In the Custom DropDown field, select epiUltraComboC1.
18. In the Value Field field, select Character01.
19. In the Display Field, select Character01.
20. Click Finish and close the Customization Code Wizard Dialog window.
Use the Form Event Wizard
1. In the Customization Tools Dialog window, navigate to the Wizards > Form Event Wizard sheet.
2. In the Select Event Type field, select Load.
3. Click the Right Arrow button to add the event type to the list.
4. Click the Update Selected Event Code button.
5. Navigate to the Script Editor sheet.
6. Maximize the Customization Tools Dialog window.
7. Copy SearchOnUD01AdapterFillDropDown() (located next to private void on line 50).
8. Paste the code beneath // Add Event Handler Code and end the line with a semi-colon ( ; ).
9. From the Tools menu, select Test Code and verify the Custom Code Compiled Successfully message displays.
10. In Customer Shipment Entry, verify the epiUltraCombo1 is selected, and in the Customization Tools Dialog window, navigate to the Properties sheet.
11. In the EpiBinding field, select ShipDtl > Character01.
Notice this column is the additional column you created using Extended User Defined Table Maintenance.
12. Clear the value in the Text property.
13. Click Save.
14. In the Customization Save Dialog window, in the Name and Description fields, enter XXXDropDown (where XXX are your initials) and click Save.
15. In the Customization Comment window, click OK.
16. Close the Customization Tools Dialog window and Exit Customer Shipment Entry.
Test the Customization
1. Relaunch Customer Shipment Entry
Menu Path: Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry
Epicor ERP | 10.0.700 66
2. In the Select Customization window, select XXXDropDown (where XXX are your initials) and click OK.
3. From the New menu, select New Pack.
4. Navigate to the Lines > Customer Shipment Entry > Detail sheet.
5. From the New menu, select New Line.
6. Notice that the drop down below the Bin button displays the three containers you entered in the new Container Maintenance (UD01) table.
7. Exit Customer Shipment Entry.
8. In the Save Confirmation window, click No.