Embedded Customization Course 10.0.700

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Embedded Customization

Course

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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 its date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor 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 contained 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 Epicor 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 publication 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.}

ED834905 90521-10-9236-58310700 10.0.700 Revision: June 08, 2014 5:28 p.m. Total pages: 70 course.ditaval

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Embedded Customization Course...6

Before You Begin...7

Audience...7

Prerequisites...7

Environment Setup...7

Workshop Constraints...8

Customization Overview...9

Embedded Customization Model...11

Form Customization...13

Saving Customizations...13

Customization Tools Dialog...15

Workshop - Verify Customization Rights...16

Workshop - Select a Program for Customization...17

Workshop - Hide a Control...18

Add a Control...19

Workshop - Add a Group Box...19

Add a Text Box...21

Add a Label and Link it to the Text Box...22

Test the Customization...22

Add an UltraCombo Control...23

Workshop - Add an EpiUltraCombo Control...23

Add a Label for the New Ship Via Field...23

Add an EpiUltraCombo Field...24

Use the Simple Search Wizard...24

Use the Form Event Wizard...25

Add an UltraGrid Control...27

Workshop - Add an UltraGrid Control...27

Modify a Sheet and Add the UltraGrid Element...27

Select Columns to Display...28

Customization Form Wizards...30

Rule Wizard...30

Workshop - Add a Rule...30

Create a Row Rule...30

Create Rule Actions...31

Test the Rules...32

Image Column Wizard...34

Workshop - Add Image Column...34

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Test the Rule...36

Sheet Wizard...37

Workshop - Use the Sheet Wizard...37

Create a Sheet...37

Add a Label and a NumericEditor Field...38

Test the New Sheet...38

Form Event Wizard...40

Workshop - Add a Simple Form Event...41

Enter the Code...41

Workshop - Add a Complex Form Event...43

Enter the Code...43

Event Wizard...45

Workshop - Add Event to a Button...45

Create a Customization...45

Use the Event Wizard...46

Workshop - Add an Event to an UltraGrid...48

Use the Event Wizard...48

Foreign Key View...51

Workshop - Create a Foreign Key...51

Create a Custom Sheet...51

Link a Sheet to Part Data...52

Create a Textbox and a Label...53

Create a Part...53

Customization Deployment...55

Menu Maintenance...55

Workshop - Deploy the Customization...55

Select the Customization...56

Deactivate the Customization...57

User Defined Tables...58

Workshop - User Defined Tables...59

Modify the Current Menu...59

Switch to Developer Mode...60

Design the Table Interface...60

Test the New Form...61

Customize the List View and Title Bar...62

Deploy the Customized Table...63

Workshop - Create a Drop Down Menu...64

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Add an Extended UD Table...64

Use the Simple Search Wizard...65

Customization/Personalization Maintenance...68

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Embedded Customization Course

This course explores the customization tools embedded within the Epicor application. Unlike personalization, users can customize a form and then make it available to multiple users in a company.

Through the customization tools, users can add/remove data elements, modify component properties, create custom C# code that runs before and after data field modifications, and other modifications that help better match the Epicor application with the requirements of your business or industry.

Hands-on workshops guide you through the customizations and help you understand the tools used to make these customizations.

Upon successful completion of this course, you will be able to:

• Understand the benefits of customizations for specific business requirements. • Familiarize yourself with the customization tools.

• Use customization to hide fields, change properties of text boxes, and add interface elements.

• Use the Customization Form Wizards to add rules to make an action happen when a predefined condition is true and execute custom rules when a form opens or closes, and other key features.

• Review how foreign key views provide joins to link related tables together for display in a customization. • Customize and deploy a user defined table from the Epicor application.

• Deploy customizations to companies and users.

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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. • System Administrator

• IT/Technical Staff

Prerequisites

To complete the workshops in this course, the necessary modules must be licensed and operating in 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 in 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.

• 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.

• Advanced Personalization Course - This course shows you how to personalize your Epicor application in a way that best suits your company's needs. It introduces the changes you can make to the layout and content that does not affect the actual data or the application requirements. These features are specific to users with Personalization security privileges.

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.

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

• 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.

2. Log in to the training environment using the credentials manager/manager. If you are logged in to your training environment as a different user, from the Options menu, select Change User.

3. From the Main menu, select the company Epicor Education(EPIC06).

4. From the Main menu, select the Main site.

Workshop Constraints

This course is designed for a user with customization privileges. If you do not have customization privileges, contact your system administrator for assistance in defining your role as it relates to these privileges. Being identified as a system administrator does not automatically allow personalizations and customizations.

When you finish this course, please make sure the customizations you created are either deactivated or removed. Removing/deactivating these customizations ensures the appropriate default training environment is available later for other courses.

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Customization Overview

You can customize most programs within the Epicor application. A powerful tool, Customization, can save you time and money as you use these modifications to directly match the Epicor application to your business needs. The Epicor application offers you a variety of customization tools. You can add controls such as text boxes and lists, which are then linked to a data source you can select. You can also create new sheets and make them available to all users in a company, specific users, and even different companies. You can also activate your own customized code through events or new buttons and use this feature to run processes unique for your company.

Note Customizations can potentially be used by everyone within your company, so you need to make

sure these customizations work properly. If you want to significantly customize the application, consider working with your consultant.

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Embedded Customization Model

The application supports a multi-layer customization model within the interface framework.

This toolset uses the following multiple layer hierarchy. Each layer is a parent for the following layer, so the customizations can inherit interface and code changes from the previous layer in this hierarchy:

1. Productization -- This layer supports product variants so the application can meet requirements for each

Epicor user. These customization layers do this by providing an interface specifically tailored to user size and type. These layers are only developed by Epicor and Epicor partners.

2. Verticalization -- Through this layer, the application can support the terminology, data fields, and data

flow needed for a specific industry vertical. Each verticalization can be packaged and delivered as a variation from the base product. These layers are only developed by Epicor and Epicor partners.

3. Customization -- Use the customization layer to modify aspects of the user interface and functionality to

match a business need. By leveraging these tools, you can model, track, pilot, deploy, and roll out changes to specific users, specific companies, and multiple companies. The embedded customization engine resides in two code sections. One section resides in each User Interface (UI) application form and the other section resides in the business application layer. The UI customization component acts like an Integrated Development Environment (IDE). When you customize a program, you can:

• Add form controls like tabs, panels, text boxes, check boxes, grids, labels, buttons, and so on. You bind these custom controls to a <table>.<column> you select on the control properties.

• Modify control properties such as Visible, Enabled, Location, Size, Text, and so on. • Add or remove data columns to or from grids.

• Enter C# code that runs before or after data field modifications, before or after data view changes, at form Load, and at form Exit. The code has access to the active dataset as well as the extended column and row properties. Additionally, the code can access data within the database.

4. Personalization -- If users have personalization rights, these individuals can further personalize a

customization to match specific requirements and preferences. These users can add grid columns, arrange grid columns, and change field properties such as color and font. Personalizations do not affect the data or application requirements.

5. Localization -- To complete the customization functionality, you can localize the interface to display text

strings in a selected language. You can create multiple language variants and then deploy these Localization layers to specific users.

Because Productizations and Verticalizations are developed either by Epicor Software Corporation™_{or by an}

Epicor partner organization, you cannot change these layers. The personalization and customization layers are XML files placed on top of the existing base code, productizations, and/or verticalizations. When a program has an embedded customization, personalization, and/or localization layer, the XML file contains the modifications to determine how the user interface displays. This hierarchical layering of customizations ensures the integrity of the source code.

Software Developer Kit

The Software Developer Kit (SDK) consists of a series of advanced tools for .NET™ programmers who want to extend the Epicor application. The SDK is a separate application you can purchase from Epicor. This application contains the environment required to develop new forms by leveraging the same toolset used by Epicor developers.

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However if you need to create and integrate new entry programs, reports, and/or processes, considering purchasing the SDK application. The SDK application is beyond the scope of this course.

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Form Customization

When you customize a form, you change how the program displays and interacts with a user.

Customization is another layer you create for a specific form, such as productizations and veriticalizations. Each form can have multiple layers of changes, and the customization engine resolves all layers through the stack from productization to verticalization to customization to personalization. For example, if you add fields or sheets to a form to support a verticalization and then apply a customization on top of this verticalization, the Epicor application applies each layer sequentially. This means a subsequent change to the verticalization layer does not invalidate the customization unless there is a direct conflict of screen space or dataset columns.

Select Customization Window

Once your Customization Privileges are enabled, from the Settings tile, select Developer Mode to activate customization mode. Once you are in Developer Mode, the Select Customization window displays for each form you launch.

The Select Customization form is very important because it allows you to control access to the different layers of the customization engine. The top left corner of the form displays a list of available productizations, verticalizations, customizations, and personalizations.

Tip When you expand nodes for customizations and personalizations, there may be some customizations

and personalizations already available.

If you select a customization, the form opens with the selected customization. If you do not select an existing customization and click OK, you can create a new customization for the form and save it under a new name. Conversely, if you want to ensure you are testing the form with no customization, regardless of the menu setting, select the Base Only check box at the bottom. This causes the default form to display after you leave this window. Selecting this check box also causes the Available Layers section to be disabled.

Customization Tools Window

Use the Customization Tools Dialog window to manipulate most aspects of the program you are customizing. The five main features of the Customization Tools window include:

• Navigation Pane • Properties • Wizards • Script Editor • Toolbox

This course discusses each of the five features in a greater detail.

Saving Customizations

Use the Customization Save Dialog to save customizations and localizations.

You can also use this window to save different versions of your customization or localization. Leverage this feature to develop more complex customizations and localizations in stages. You can specify if you want to make this project available to one company or across all companies in your organization.

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Tip A localization is very similar to a customization. You can hide and show elements, create new elements,

implement custom code, and so on. You use localizations, however, to make user experience changes that reflect the needs of a specific culture.

You can also use this window to indicate if the current project is a Work in Process (WIP). When you assign the WIP status to a customization or localization, it is not available to other users. Use this feature to develop the project within your own test environment, making sure that you do not release it before it is ready for use. Customizations are automatically saved to the server. Because of this, you can make them available to users within your network. Users can then enable the customizations and localizations they want to use. For more information, refer to Application Help topic: Deploy Customization.

This window also displays the other customizations and localizations that currently exist for this form. You view this information in the Existing Customizations grid.

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Customization Tools Dialog

Use the Customization Tools Dialog window to create and edit customizations for most programs in the Epicor application.

The Customization Tools Dialog window displays over the program you are customizing, and displays the sheets and fields available for the program within its navigation pane. The navigation pane is on the left side of the window.

You can manipulate most aspects of the program in this window. You can resize each control directly with the mouse. When you select a control and click the Properties sheet, you also gain access to several aspects of this control. Use the Properties sheet for this control to change the control's font, color, size, and so on. You can also use these properties to bind, or link, the control to a specific database table and field.

The Tools menu contains the primary tools. One of the key features is the Toolbox, which allows you to create the custom controls you need on new or current sheets. You can also use the Customization Options window to create a new sheet or gain access to a previous customization.

A series of wizards is available which guide you through the customization process. These wizards help you create new sheets, row rules, and other modifications. Using these wizards saves you time developing your customization, so leverage this functionality as much as possible. These wizards are discussed in more detail later. You can modify and add C# code in the Script Editor to further customize an interface to match your business needs.

As you select various branches and nodes within the tree view, the Properties sheet displays the properties associated with that field, sheet area, or sheet. Depending on the type of branch or node selected, a different set of Properties display. As you select various items in the tree view, different Properties sets display the properties associated with that field, sheet area, or sheet. Four properties sets are available: Control, Sheet, Grid, and List. • Control Properties - This set contains the properties of the selected control. You can resize each control

directly with the mouse but you can use the Control Properties to change the font, color, location, size, and other properties of the field, such as Visible or ReadOnly. Use this sheet to bind, or link, the control to a specific data source and field.

• Sheet Properties - Use this property set to control sheet aspects. Manipulate the properties here to change the color, location, size, and other properties of the sheet. You can also use these properties to manipulate the appearance of labels.

• Grid Properties - Use this set to manipulate the properties of a specific grid. You can make certain columns visible or invisible. You can also change the color, location, size, and other properties of the grid.

• List Properties - Use this set of properties to bind, or link, the selected drop-down list to a specific data table and field. You can then select which options display on this list. You can also manipulate the selected color, location, size, and other properties of the control.

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Workshop - Verify Customization Rights

In this workshop, verify the user has customization rights enabled. 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. In the User ID field, enter manager, and press Tab. 2. Navigate to the Options sheet.

3. Verify the Customize Privileges check box is selected. 4. Exit User Account Maintenance.

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Workshop - Select a Program for Customization

In this workshop, select a program for your customization.

You first activate Developer Mode and then navigate to the program you wish to customize.

Important Verify Developer Mode is always on while working on the workshops in this section of the

course.

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 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

Once you launch the program, the Select Customization window displays.

5. In the Select Customization window, review the Default Customization Programming Language

section. Verify the C# option is selected.

6. Click OK.

Sales Order Entry displays. You can now create a customization using the base form.

7. From the Tools menu, select Customization.

The Customization Tools Dialog window displays. The customization name displays after the

Customization Tools Dialog title at the top of the window. If you didn't select an existing customization, (default) displays after the title.

Notice the user interface now displays a grid over all its sheets. This grid defines the location where each control is placed on the user interface.

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Workshop - Hide a Control

In this workshop, hide a group box on a sheet in Sales Order Entry.

1. Return to Sales Order Entry and navigate to the Summary sheet. 2. Click the border of the groupbox for Ship To.

The Properties sheet in the Customization Tools Dialog window displays information for grpShipTo. The grpShipTo control is selected in the tree view as well.

Note You can move Customization Tools Dialog window around so you can have better access to

the form. You use the tree view to navigate to specific controls, and you can also click on each control in the form.

3. In the Customization Tools Dialog window, set the Visible property to False and click back to the form.

The entire groupbox and its fields are now hidden during runtime.

4. In the Customization Tools Dialog window, from the File menu, select Save Customization.

The Customization Save Dialog window displays.

5. In the Name field, enter XXXNewHeader (where XXX are your initials).

6. In the Description field, enter XXXNewHeader (where XXX are your initials) and click Save.

7. When the Customization Comment window displays, enter XXX Customization (where XXX are your

initials) and click OK.

Use the Customization Comment window to enter helpful information you need for the customization. You can review these comments in the Select Customization window when you select the customization layer.

8. Close the Customization Tools Dialog window and notice the Ship To groupbox no longer displays. 9. Remain in Sales Order Entry.

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Add a Control

You next will use the ToolBox to add a group box, textbox, and label to your custom form.

The ToolBox contains the options you need to add custom controls to sheets. When you select the ToolBox option from the Tools menu, it displays on top of your current form. Click the buttons on the Toolbox to create custom controls on the form such as text boxes, grids, and check boxes.

The following workshops demonstrate the functionality of three ToolBox menu options:

• EpiGroupBox - This control allows you to see several selectable options at once. It usually accompanies another groupbox that displays the current selected options. With this tool selected, click and drag your cursor over the form. A groupbox displays with resizing handles. Release your mouse button to drop the groupbox onto the form. Use the handles to make the groupbox the desired size. You can bind a groupbox to a Data Source/Data Field. Select these on the Properties sheet for the groupbox.

• EpiTextBox - This control is used to allow input to the database or to display a particular piece of data from the database. A DataView and a DataField can be specified to bind the textbox to that data. Binding is the process that links custom controls such as fields, check boxes, and lists to an individual piece of data within a table or to a filtered view of a database table.

• EpiLabel - This control is used to describe or label another control. The label can be associated with another control, allowing the two controls to be tied together. For example, if the control is repositioned on the form, the label stays with the control. You cannot bind data to the label control.

For a complete list of the Toolbox controls, review the application help or the Epicor User Experience and Customization Guide.

Tip For consistency, the height of a control should always be 20 pixels. Use the size property to define

this parameter by clicking the plus sign (+) next to the Size field to display and change the width and height properties.

Workshop - Add a Group Box

In this workshop, add a group box to the Summary sheet in Sales Order Entry.

1. Click the Tools menu and select Customization.

The Customization Tools Dialog window displays.

2. In the Customization Tools Dialog window, from the Tools menu, select ToolBox.

This displays the ToolBox you use to add controls to the sheet.

3. In the ToolBox, select EpiGroupBox.

4. In the space where the Ship To group box used to be, click and hold the form, dragging right and downward

to draw the epiGroupBoxC1 in line with the Sold To group box.

You can use the handles (the white squares) on the control to adjust the size of the group box. However you can adjust this group box to match the size of an existing group box by copying the Size property value.

5. Click the Sold To group box.

The Properties sheet now displays the parameters for the selected group box.

6. Locate the Size property. Copy this value (416, 197).

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This ensures the two group boxes are the same size.

8. Now select the Text property and change the group box caption to display New Header.

The caption for the new group box now displays this text.

9. Select the BackColor drop-down list and select a different color for the group box. 10. Some properties are grouped together under other properties. Expand the Font menu. 11. Select the Bold drop-down list and select the True option.

12. Select the Italic drop-down list and select the True option. 13. Click Save.

14. When the Customization Comment window displays, click OK.

This adds a date/time stamp to the comment so you can track your progress on the customization.

15. Remain in Sales Order Entry and the Customization Tools Dialog window.

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Add a Text Box

In this workshop, add a new tex tbox to display the purchase order (PO) number.

1. If the Toolbox is not displayed, return to the Customization Tools Dialog window. From the Tools menu,

select the ToolBox.

This displays the ToolBox that allows you to add controls to the sheet.

2. On the Sales Order Entry > Summary sheet, in the Header section, click the PO text box. 3. In the Customization Tools Dialog window, notice the EpiBinding property field is set to

OrderHed.PONum.

The EpiBinding property field is the database table (OrderHed) and column (PONum) linked to this control.

4. In the ToolBox, click EpiTextBox.

5. Click inside the New Header group box; click and drag to place the text box on the form. 6. Return to the Properties sheet. In the Size field, enter 120, 20.

This value is the standard size used for most text boxes.

7. Remove the text characters inside the Misc > Text field. This clears the default placeholder text, causing

the field to display as blank.

8. You now link, or bind this text box to a <table>.<column> in the database. This binds the control so users

enter and display data from the selected column. Click the EpiBinding drop-down list.

9. Next to OrderHed node, click the plus sign (+). 10. Search for and select PONum.

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Add a Label and Link it to the Text Box

In this workshop, add a label for the new PO Number textbox and then link the label to the textbox.

1. In the Toolbox, click EpiLabel.

2. In the New Header section, click the form.

3. Position the EpiLabel to the left of the PONum textbox.

4. Return to the Properties sheet. In the Text property, enter PO Number.

This text now displays in the epiLabel. You may need to expand the handles on the label to display the entire text.

5. Select the text box you added during the previous exercise.

6. Return to the Properties sheet. In the EpiControl section, locate the EpiLabel property. 7. Click the down arrow next to this property. Under the Suggested node, select epiLabelC1.

Tip Another way is to click the PO Number label, copy the name, and paste it into the EpiLabel field

of the text box.

8. The text box and the label are now linked together. Click and hold the text box, then move it. The text box

and the label move together as a single unit.

9. In the Customization Tools Dialog window, click Save. 10. In the Customization Comment window, click OK.

11. Close the Customization Tools Dialog window and exit Sales Order Entry.

Test the Customization

During this workshop, you verify the customization works correctly.

1. Launch Sales Order Entry again.

2. In the Select Customization window, select XXXNewHeader (where XXX are your initials) and click OK. 3. From the New menu, select New Order.

4. In the Header section on the Summary sheet, in the PO field, enter a number and press Tab. 5. Verify the new PO Number field in the New Header section displays the same number. 6. Close Sales Order Entry.

7. To the Save Confirmation message, click No.

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Add an UltraCombo Control

An EpiUltraCombo is a drop-down list of valid entries. This topic demonstrates how you add the EpiUltraCombo control to your customization and modify the additional properties used to define this control.

You can use combo boxes in two different modes. The first mode consists of creating a combo box (drop-down) to contain custom values that have no data value and are simply for display purposes. This can be helpful in situations where you do not need to save data to a bound field in the database yet and you must select a certain string value from a list.

The second mode involves use of the retriever functionality indicated by a check box. Essentially, the retriever allows you to pull values through a programmatic convention, called an adapter, from values already set in another program in the Epicor application.

Note EpiCombo objects, as well as most other controls available to you in Embedded Customization, are

Epicor's own versions of a series of .NET framework objects, including message boxes, combo boxes, data list views, text boxes, and grids. Microsoft provides documentation on each of these objects in their .NET Framework library available at http://www.msdn.com. To set additional properties or adjust the display of a given object, you should understand the original .NET control which the Epicor control is based. The .NET properties and methods available for the control are generally available when you use these objects.

Workshop - Add an EpiUltraCombo Control

In this workshop, add an EpiUltraCombo control to display ship via codes to the New Header group box you created in Sales Order Entry.

You use UltraCombo controls to add elements to the form and display a list of valid options in a drop-down list.

Add a Label for the New Ship Via Field

2. In the Select Customization window, select XXXNewHeader (where XXX are your initials) and click OK.

The Sales Order Entry form displays.

3. Navigate to the Summary sheet.

5. In the Customization Tools Dialog window, from the Tools menu, select ToolBox. 6. In the Toolbox, click EpiLabel.

7. In Sales Order Entry, in the New Header section, click the form and position the EpiLabel under the PO

Number label.

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9. Return to the Properties sheet. In the Text field, enter Ship Via. 10. In Sales Order Entry, click the new Ship Via label.

The new label displays on the form.

Add an EpiUltraCombo Field

1. In the ToolBox, select EpiUltraCombo. 2. Inside the New Header section, click the form.

The EpiUltraCombo drop-down list is added to the form.

3. Position the EpiUltraCombo to the right of the Ship Via label. 4. Return to the Properties sheet. In the Size field, enter 120, 20. 5. Remove the text characters inside the Misc > Text property.

6. Now bind this EpiUltraCombo to the database. Click on the EpiBinding drop-down list and bind this control

to the OrderHed.ShipViaCode column.

7. Link the EpiUltraCombo to the Ship Via label. Click the EpiLabel drop-down list and select the epiLabelC2

option.

8. Click on the EpiUltraCombo on the form.

The label moves closer to your custom drop-down list. You can now move the drop-down list and the label around as a unit.

Use the Simple Search Wizard

1. In the Customization Tools Dialog window, from the Tools menu, select Wizards > Customization Wizards.

The Customization Code Wizard Dialog window displays.

2. In the Customization Code Wizard Dialog window, select Simple Search and click Launch Wizard.

The Simple Search Wizard displays. This wizard generates code to perform a ListData Search.

3. Click the Get Adapters button.

The available adapters display.

4. Select ShipViaAdapter and click Next. 5. Verify the DropDown option is selected.

6. In the Custom DropDown field, select epiUltraComboC1. 7. In the Value Field field, select ShipViaCode.

8. In the Display Field field, select Description. 9. Click Finish.

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You return to the Customization Code Wizard Dialog window.

10. Click Close.

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.

The event you selected displays in the Select New / Existing Event Handler list.

4. Click the Update Selected Event Code button. 5. Navigate to the Script Editor sheet.

Tip To make navigation though the code more convenient, maximize the Customization Tools Dialog window.

6. Copy SearchOnShipViaAdapterFillDropDown() (located at line 50 in the code).

7. Scroll down to the bottom of the sheet and paste the code you copied beneath Add Event Handler Code

and end the line with a semi-colon.

SearchOnShipViaAdapterFillDropDown();

8. From the Tools menu, select Test Code. 9. If the code compiles successfully, click Save.

10. In the Customization Comment window, click OK. 11. Close the Customization Tools Dialog window. 12. Exit Sales Order Entry.

Test the Customization

1. Relaunch Sales Order Entry.

2. In the Select Customization window, select XXXNewHeader (where XXX are your initials) and click OK. 3. In the Sales Order field, search for and select a sales order.

4. Next to the new Ship Via EpiUltraCombo box, click the down arrow.

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5. Remain in Sales Order Entry.

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Add an UltraGrid Control

Grids display data in a column and row format so users can review multiple records at the same time. This topic explains how to add an EpiUltraGrid control to your customization and modify the additional properties used to define this control.

As with the other controls in the ToolBox, the UltraGrid is based on a member of the .NET framework called a listview and allows multiple, related pieces of information to display in a group.

Specify a datasource or table to bind the ultragrid to a source. The Properties sheet for an UltraGrid control also allows you to define the data fields that display when the dataset is retrieved from the database for viewing in the UltraGrid.

Workshop - Add an UltraGrid Control

In this workshop, add an EpiUltraGrid element for release details to the Summary Header section. Grid elements allow multiple related pieces of information to display in a group.

Modify a Sheet and Add the UltraGrid Element

Note In the Workshop - Add an Event to an UltraGrid, you will come back to this customization to

add special events in order to enable entry through the grid.

1. Within Sales Order Entry, navigate to the Summary sheet. 2. From the Tools menu, select Customization.

The Customization Tools Dialog window displays.

3. Select the Header group box and set the Visible property to False. 4. Select the Counter Sale group box and set the Visible property to False. 5. Select the Summary group box and set the Visible property to False.

6. Drag the Create Jobs and Process Counter Sale buttons to the left of the screen to make it disappear. Note Buttons have underlying code that brings them back to the screen if the visibility is set to false.

Dragging them off the screen prevents them from displaying in the form.

7. In the Customization Tools Dialog window, in tree view, select SalesOrderForm > sheetTopLevelPanel1 > summaryPanel1 > summaryDetailSheet1.

8. Change the Location property to 8, 235. 9. From the Tools menu, select ToolBox. 10. In the Toolbox, click EpiUltraGrid.

11. Click in the area below the Order Lines grid, and resize the grid to make it large enough to fill the space

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12. Select the new EpiUltraGridC1 control.

13. Return to the Properties sheet. Change the Text property to Releases.

14. Now bind this EpiUltraGrid to a table. Click on the EpiBinding drop-down list and bind this control to the OrderRel table.

15. In the Customization Tools Dialog window, click Save. 16. When the Customization Comment window displays, click OK. 17. Close the Customization Tools Dialog window.

18. Exit Sales Order Entry.

To select the columns to display in the next workshop, you must save, close, and re-open the customization.

Select Columns to Display

2. In the Select Customization window, select XXXNewHeader (where XXX are your initials) and click OK.

The Sales Order Entry form displays.

3. Navigate to the Summary sheet.

4. From the Tools menu, select Customization. 5. Select the new Releases UltraGrid.

6. Return to the Properties sheet. Click the Layout > Columns drop-down list.

The Column Properties window displays.

7. In the Column Properties window, click the Toggle Hidden button.

In the Hidden column, verify the check boxes are selected. This hides the columns during runtime.

8. Click the Field column header to sort the list alphabetically. 9. Clear the Hidden check boxes for the following columns:

• OrderLine • OrderRelNum • ReqDate • SellingReqQty • ShipToNum

10. In the Customization Tools Dialog window, click Save.

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11. In the Customization Comment window, click OK. 12. Close the Customization Tools Dialog window. 13. Exit Sales Order Entry.

Test the Customization

The Select Customization window displays.

2. Select the XXXNewHeader customization (where XXX are your initials). 3. Navigate to the Summary sheet.

4. In the Sales Order field, search for and select sales order 5040. 5. Review the information in the Releases grid.

The order releases for order 5040 display.

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Customization Form Wizards

The Customization Tools Dialog window contains a series of customization form wizards that can guide you through customizing various aspects of a form (program).

Tip The Epicor application also contains a series of wizards, the Customization Code Wizards, that help

you create valid code. You launch these wizards from the Tools menu.

Rule Wizard

Use the Rule Wizard to create new row rules for data views.

Row Rules control the visual styling of controls based on current data. Once you set up a new rule, you then set up the rules action. You can define rules for both data fields and image columns through this wizard. After you save the rule, it appears in the tree view as a node under the Custom Row Rules node.

Example You set up a rule so that if the order quantity is less than 10, the field is highlighted.

You can edit the rules on this wizard or on the Custom Row Rules properties sheet. Create image columns within the Image Column Wizard.

It is possible to create complex row rules, define custom rule conditions and rule actions, and evaluate the rules based on the values in other data views.

When you define a custom rule condition, you specify the setting of behavior for the fields in the defined data view based on complex comparisons, which can be specified in code snippets. It is also possible to specify code snippets that can be used for the row rule action so that complex behavior can be achieved. The code snippets for both rule condition and rule action are specified in the Script Editor.

Tip A wizard is available that guides you through creating an image column and assigning row rules to

it. This wizard, the Image Column Row Rule Wizard, can be launched from either the Rule Wizard or the Tools menu. To launch it from the Rule Wizard, click the Image Column / Row Rule Wizard button. For more information, refer to the Image Column Row Rule Wizard topic in the Application Help.

Workshop - Add a Rule

In this workshop, use the Rule Wizard to highlight the part number and description if the discount is greater than five percent on the sales order line detail.

Create a Row Rule

1. Launch Sales Order Entry.

2. In the Select Customization window, click OK.

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This starts a new customization that uses the base form.

4. Navigate to the Lines > Detail sheet and click the Part/Rev field.

5. In the Customization Tools Dialog window, select the Wizards > Rule Wizard sheet. 6. Click the New Row Rule button and enter the following information:

Data Field Excessive Discount Rule Description OrderDtl Rule View OrderDtl Select View DiscountPercent Select Field GreaterThan Rule Condition clear View/Field? 5 Rule Value

Note If you select the View/Field? check box, the additional Select View and Select Field options

become available for the condition. For the purpose of this workshop, leave this check box clear and use the Rule Value field.

The Rule Value field is a drop-down list with available options you can select. However you can also enter a different value directly in this field.

7. Click the Right Arrow button to add the new rule to the Custom Row Rules field.

Create Rule Actions

1. Click the New Rule Action button.

2. Verify Field Action radio button option is selected. 3. Enter the following information:

Data Field PartNum Select Field Error Setting Styles

4. Click the Right Arrow button to add the new action to the Rule Actions field. 5. Click the New Rule Action button again to add a second action.

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7. Enter the following information: Data Field LineDesc Select Field Error Setting Styles

8. Click the Right Arrow button to add the second action to the Rule Actions field. 9. Click the Update Code button.

10. Navigate to the Script Editor sheet.

Notice your Excessive Discount row rule displays. Review the code to see how the Rule Wizard automatically generates the syntax required for this row rule.

11. From the Tools menu, select Test Code.

Verify the Custom Code Compiled Successfully message displays.

13. In the Customization Save Dialog window, in the Name and Description fields, enter XXXRule (where

XXX are your initials).

14. Click Save.

15. When the Customization Comment window displays, click OK.

16. Close the Customization Tools Dialog window and exit Sales Order Entry.

Test the Rules

1. Reopen Sales Order Entry.

2. In the Select Customization window, select XXXRule (where XXX are your initials) and click OK. 3. In Sales Order entry, from the New menu, select New Order.

4. In the Customer field, enter Dalton and press Tab. 5. Navigate to the Lines > Detail sheet.

6. From the New menu, select New Line.

7. In the Part/Rev field, enter DSS-1010 and press Tab. 8. In the Discount% field, enter 5 and press Tab.

You do not see any changes on the form. Remember the rule condition you created requires that the Discount % field must have a value greater than 5 before the rule activates.

9. In the Discount% field, enter 6 and press Tab.

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The Part/Rev and Description fields turn red. This alerts the user that the Discount % value is most likely too high.

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Image Column Wizard

The Image Column Wizard gives you the ability to add an image column to a selected grid. This column then displays an image you select.

To use this functionality, first create the column, give it a name and label, and then select the default image that will display on the grid.

If necessary, you can also create row rules that define when other images display within this column. You can even set up this column so that it does not have a default image, and then use row rules to populate it with specific images when certain rule conditions are met. You create these rules using the Rule Wizard.

You can use this functionality to display an image included within the Epicor application. You can also display your own images through the Resource Editor program. This separate utility is installed as part of the Epicor application. Use this utility to find, select and add your own images to the Epicor application, which can then display on your customization by using the Image Column Wizard.

Tip Another wizard is available that guides you through creating an image column and assign rules to it.

This wizard, the Image Column Row Rule Wizard, can be launched from either the Rule Wizard or the

Tools menu. For more information, refer to the application help topic: Image Column Row Rule Wizard

Workshop - Add Image Column

In this workshop, use the Image Column Wizard to create a new rule to display data. This customization can be performed, for example, in a scenario in which the field service team wants to use a modified version of the sales order entry summary page to quickly identify the line items in an order whose parts do not currently fall under warranty.

The following rule creates an image column in the summary sheet's grid view that displays a red exclamation mark whenever a particular line item is not covered by a warranty.

Use the Wizard to Create a Rule

This begins a new customization with the base form.

4. In the Customization Tools Dialog window, select the Wizards > Rule Wizard sheet. 5. Click the Image Column / Row Rule Wizard button.

The Custom Image Column / Row Rule Wizard displays. This wizard contains a series of six steps you follow to create a new image column and define the rule criteria that indicates when this image displays.

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6. In Step 1, for the Data View, select OrderDtl and click Next.

7. In Step 2, for the Image Column, enter the name XXXImageWizard (where XXX are your initials) and press Tab.

This values defines the unique identifier for this particular row rule.

Tip Pressing the Tab key is the most efficient way to navigate through this wizard.

8. In the Column Heading text box, enter wty as a column heading and press Tab.

This is the text that displays as the header of the new image column.

9. In the Column Position text box, leave the default 1 and click Next.

This value causes the column to display first on the left side of the grid. Columns are numbered from left to right.

10. Now in Step 3 for the Default Image, select (None) and click Next.

This defines the image that displays when the conditions of the rule are not met. When None is selected, you indicate no image displays in this column by default.

11. In Step 4 for the Row Rule Description, enter noWarranty as a description for the new rule and press Tab.

The Data View field displays the database table monitored by the row rule. For this workshop, keep the OrderDtl in this field. However notice you can select a different table using this field.

12. From the Field drop-down list, select WarrantyCode. 13. Click Next.

14. In Step 5, in the Select Condition for field: field, select Equals. 15. Leave the View/Field? check box clear.

16. In the Enter or Select a Rule Value: section, click the Select radio button then select the Constant: NullValue option.

17. Click Next.

18. In Step 6, notice the DataView and Image Column names display. Select the image you want to appear

when the row rule conditions are met. The current images available in the Epicor application display on this drop-down list; select POFolderChecked and click Finish.

20. For the Name and Description field, enter XXXWarrantyCode (where XXX are your initials) and click Save.

21. In the Customization Comment window, click OK.

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Test the Rule

2. In the Select Customization window, select XXXWarrantyCode (where XXX are your initials) and click OK.

3. From the New menu, select New Order.

4. In the Customer field, enter Dalton and press Tab. 5. Navigate to the Lines > Detail sheet.

6. From the New menu, select New Line.

7. In the Part/Rev field, enter 4600-1 and press Tab.

Notice this part is covered by warranty.

8. In the Order Quantity field, enter 1.

9. From the New menu, select New Line to enter a second line. 10. In the Part/Rev field, enter DCD-200-ML and press Tab.

Notice this part is not covered by warranty.

11. In the Order Quantity field, enter 1.

12. Navigate to the Summary sheet and view the grid in the lower portion of the sheet.

Notice the wty column displays an exclamation mark for the part that is not covered by warranty.

14. In the Save Confirmation window, select No.

15. To the Order has direct releases without a job link, return to order? message, click No.

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Sheet Wizard

Use the Sheet Wizard to add a custom sheet to the current program.

This wizard additionally has the controls you need to edit a custom sheet’s tab or text properties. You can also add a dashboard directly onto your new sheet. Dashboards are powerful tools that provide easy access to critical real-time data. For more information about these data viewing tools, refer to the application help topic: Dashboard Much like ships dock in a home port, each sheet can also be attached, or docked, to a parent sheet. On the program interface, this causes the sheet to display as a sub-sheet under the parent sheet. You can also let custom sheets become docking sheets (parent sheets) for other custom sheets. To do this, select the Docking Sheet check box.

Workshop - Use the Sheet Wizard

In this workshop, use the Sheet Wizard to add a custom sheet to Part Maintenance. Also review what you learned earlier by adding labels and textboxes to the new sheet for height, width, and length.

Create a Sheet

Navigate to Part Maintenance.

Menu Path: Sales Management > Order Management > Setup > Part

Tip The CRM menu path is: Customer Relationship Management > Order Management > Setup > Part

3. In the Customization Tools Dialog window, select Wizards > Sheet Wizard. 4. Click the New Custom Sheet button.

5. In the Dockable Sheets field, select mainPanel1.

6. In the Name, Text, and Tab Text fields, enter XXX Part Info (where XXX are your initials). 7. Click the Right Arrow button to add the new custom sheet to the Custom Sheets field. 8. Click Save.

9. In the Customization Save Dialog window, in the Name and Description field, enter XXXPartInfo

(where XXX are you initials).

10. Click Save

11. In the Customization Comment window, click OK. 12. Close the Customization Tools Dialog window.

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13. Verify XXX Part Info (where XXX are you initials) displays as a new blank sheet on the form.

Add a Label and a NumericEditor Field

2. Navigate to the XXX Part Info sheet (where XXX are your initials).

3. In the Customization Tools Dialog window, from the Tools menu, select ToolBox.

4. From the Toolbox, select EpiLabel and add it to the XXX Part Info sheet (where XXX are your initials). 5. Click the label and on the Customization Tools Dialog window, in the Text field, enter Unit Net Weight. 6. From the Toolbox select EpiNumericEditor and drag a new field next to the label.

Use the EpiNumericEditor tool to create numeric fields. Available formats for a numeric field are integer, decimal, and double. Each displays a unique Mask Input value in the Behavior Properties section.

7. Set the following properties for the EpiNumericEditorC1 field: Data Field Decimal Numeric Type Part.NetWeight EpiBinding epiLabelC1 EpiLabel 120,20 Size 8. Click Save.

10. Close the Customization Tools Dialog window and Exit Part Maintenance.

Test the New Sheet

1. Relaunch Part Maintenance

Menu Path: Sales Management > Order Management > Setup > Part

Tip The CRM menu path is: Customer Relationship Management > Order Management > Setup >

Part

2. In the Select Customization window, select XXXPartInfo (where XXX are your initials) and click OK. 3. In the Part field, enter DCD-200-ML and press Tab.

4. On the Part > Detail sheet, view the Unit Net Weight field and record the value. 5. Navigate to the XXX Part Info (where XXX are your initials) sheet.

The new field, Unit Net Weight, displays the same number as the one on the Part > Detail sheet.

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Form Event Wizard

Use the Form Event Wizard to enter code that activates when specific events occur on a form. These events include:

• BeforeRowChange - This event is called when users change rows on a grid. It is not used when a grid is first displayed.

• AfterRowChange - This event is called after a row is changed on a grid. It does not activate if the grid only contains one row. This event must be used in combination with the ListChanged event described below. • BeforeFieldChange - This event is called before a user leaves a field that is linked, or bound to a data table.

Use this event to validate the value of a field; if this value is not valid, you can then prevent the user from leaving the field until a correct value is entered.

• AfterFieldChange - This event is called after a user leaves a field that is linked, or bound, to a data table. This event allows you to call to another adapter and fill in the resulting data, like validating a part, populating Description fields, and so on.

• ListChanged - This event is useful when a grid only contains one row. Use this event in combination with the AfterRowChange event to run a custom event.

• Retrieve - This event is called when a user clicks the Retrieve button found throughout the interface, retrieving data from the database. This button is typically found on trackers. This event is useful for custom code that refreshes data displayed on one panel only.

• Load - This event is called when a program starts. Use this event when you want code to run during the UI

Form_Load() method, but after the InitilizeCustomCode() method is run.

• Closing - This event is called when a program is closed. Use this event for custom code that cleans up variables in the data.

• EpiViewNotification - This event is called just after a data view is loaded into a program. It lets users know that this data is ready to be viewed and edited. Use this event frequently, as it allows you to enter custom code for the GetNew method and create unique IDs in user-defined (UD) table.

• BeforeAdapterMethod - This method listens before a call to a business object event occurs. When it detects an event, it initializes your custom code. It allows you to create customizations that run just before an event launches, display message boxes, automatically display search programs, validate data, and so on. You can also use this method to cancel the business object call event before it runs.

• AfterAdapterMethod - This method listens after a call to a business object event occurs. When it detects an event, it initializes your custom code. It allows you to create customizations that populate fields, validate data, update external tools, and so on.

• BeforeToolClick - This event is fired from the EpiBaseForm before the framework processes the Infragistics Toolbar click event. This event can be used to bypass and suppress the base ToolClick behavior.

OnBeforeToolClick handler exposes a BeforeToolClickEventArgs and the consumer of the event can set args.Handled=true to bypass base click behavior.

• ToolClick - This event occurs when the framework processes the Infragistics Toolbar click event. Use this event to add code that runs when a user selects a specific menu item. This event implements the handler directly against the Infragistics Toolbars manager. When fired, both the base package ToolClick event handler and the custom ToolClick handler will be invoked.

• BeforeToolDropdown - This event launches after a primary menu item is selected and the sub-menu items appear. Use this form event to enter code that modifies when certain sub-menu items are visible.

You link the event and the code to a specific row, field, or form. When a user performs a customized event, this special code automatically runs.

Example You want to control when new part numbers are created. You define a Form Event that launches

after the Part ID field is changed. The Epicor application makes sure that the Part ID exists before the user

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is allowed to enter more data on the sheet. If the Part ID exists, the rest of the form's fields activate; if it does not exist, the fields cannot be accessed.

Workshop - Add a Simple Form Event

In this workshop, use the Form Event Wizard to warn the sales order entry person that the Need By Date exceeds one year.

Use the Form Event Wizard

1. Navigate to Sales Order Entry.

4. In the Customization Tools Dialog window, select the Script Editor sheet. Verify the C# option is selected. 5. Navigate to the Wizards > Form Event Wizard sheet.

6. In the Select Event Type field, select BeforeFieldChange. 7. In the Tables field, select OrderDtl.

8. In the Fields field, select NeedByDate.

9. Click the Right Arrow button to add the event to the Select New/Existing Event Handler field. 10. Click Update Selected Event Code.

11. Click Save.

12. In the Customization Save Dialog window, in the Name and Description fields, enter XXXFormEvt

(where XXX are you initials) and click Save.

Enter the Code

1. Navigate to the Script Editor sheet.

2. Beneath the Case "NeedByDate" line, copy and paste this code:

case "NeedByDate":

DateTime dtNeedByDate;

Embedded Customization Course 10.0.700

Embedded Customization

Course

Contents

Embedded Customization Course...6

Before You Begin...7

Customization Overview...9

Embedded Customization Model...11

Form Customization...13

Customization Form Wizards...30

Foreign Key View...51

Customization Deployment...55

User Defined Tables...58

Customization/Personalization Maintenance...68

Embedded Customization Course

Before You Begin

Audience

Prerequisites

Environment Setup

Workshop Constraints

Customization Overview

Embedded Customization Model

Form Customization

Saving Customizations

Customization Tools Dialog

Workshop - Verify Customization Rights

Workshop - Select a Program for Customization

Workshop - Hide a Control

Add a Control

Workshop - Add a Group Box

Add a Text Box

Add a Label and Link it to the Text Box

Test the Customization

Add an UltraCombo Control

Workshop - Add an EpiUltraCombo Control

Add a Label for the New Ship Via Field

Add an EpiUltraCombo Field

Use the Simple Search Wizard

Use the Form Event Wizard

Test the Customization

Add an UltraGrid Control

Workshop - Add an UltraGrid Control

Modify a Sheet and Add the UltraGrid Element

Select Columns to Display

Test the Customization

Customization Form Wizards

Rule Wizard

Workshop - Add a Rule

Create a Row Rule

Create Rule Actions

Test the Rules

Image Column Wizard

Workshop - Add Image Column

Use the Wizard to Create a Rule

Test the Rule

Sheet Wizard

Workshop - Use the Sheet Wizard

Create a Sheet

Add a Label and a NumericEditor Field

Test the New Sheet

Form Event Wizard

Workshop - Add a Simple Form Event

Use the Form Event Wizard

Enter the Code