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Epicor ERP
Introduccin al tablero de instrumentos
Curso
9.05.701
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Este documento es con objetivos informativos slo y es sujeto de cambiar sin el aviso. Se cree que este documento y sus contenidos, incluso los puntos
de vista, fechas y contenido funcional expresado aqu son exactos desde su fecha de la publicacin. Sin embargo, Epicor Software Corporation no
hace ninguna garanta, representaciones o garantas en cuanto a la informacin incluida y expresamente rechaza cualquier garanta implcita
aplicable, como aptitud para un propsito particular, comerciabilidad, calidad satisfactoria o habilidad razonable y cuidado. Como cada usuario del
software Epicor probablemente ser n
ico en sus requisitos en el uso de tal software y sus procesos de negocio, a los usuarios de este documento
siempre les aconsejan hablar del contenido de este documento con su director de cuenta de Epicor. Toda la informacin contenida aqu es sujeta de
cambiar sin el aviso y los cambios en este documento desde la imprenta y otra informacin importante sobre el producto de software son hechos o
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requerir la compra de licencias para tales otros productos. Donde cualquier software es expresado para ser dcil con leyes locales o requisitos en este
documento, tal conformidad no es una garanta y est basada n
icamente en el entendimiento corriente de Epicor de tales leyes y requisitos. Todas
las leyes y los requisitos son sujetos a interpretaciones variadas as como cambiar y en consecuencia Epicor no puede garantizar que el software ser
dcil y actualizado con tales cambios. Todas las declaraciones de plataforma y compatibilidad del producto en este documento se deben considerar
individualmente con relacin a los productos mandados a en la declaracin relevante, es decir, donde cualquier software Epicor es declarado para ser
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del producto pueden requerir la aplicacin de Epicor o actualizaciones del tercero, remiendos y/o service pack y Epicor no tiene responsabilidad de
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Reservados todos los derechos. Ninguna parte de esta publicacin puede ser reproducida en ninguna forma sin el consentimiento previo por escrito de Epicor
Software Corporation.
Revisin EDE8507905
90521-905-9254-583701
9.05.701
course.ditaval
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Introduccin al curso
delTranslator
tablero de instrumentos
Contenidos
contenidos
Introduccin al Curso del Tablero de instrumentos................................................................................. 5 antes de Que
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Comience....................................................................................................................
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Auditorio......................................................................................................................................................... 6 Requisitos
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previos.................................................................................................................................................... 6 Sistema del
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6 Coacciones del
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Taller.............................................................................................................................. 7 Descripcin.
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Autorizacin..........................................................................................................................
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Dise
o
del
Tablero
de
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instrumentos................................................................................................................ 10 Tableros de instrumentos
Estndares.....................................................................................................................................
10 El Programa del
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Tablero de instrumentos................................................................................................................................ 11
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Preguntas..........................................................................................................................................................
12 Taller - Ata
la Pregunta Inicial........................................................................................................ 14 Visiones de la Rejilla.
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15 Taller - Modifica una
Visin de la Rejilla..............................................................................................................
16 Abren la Ventana de
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Propiedades de la Rejilla y Modifican Columnas de Demostracin...................................................... 16 Aplican un
Filtro a la Rejilla.................................................................................................................
17 Calculan la Suma de la
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Columna de la Cantidad................................................................................................ 17 Grupo los Datos antes de Ao
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fiscal y antes de Perodo....................................................................................
18 Publican y Se
suscriben....................................................................................................................................
19 Taller - Ata una Segunda
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Pregunta. ....................................................................................................... 20 Taller - el Uso Publica y Suscribe la
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Funcionalidad...............................................................................
21 Publican el Nmero de factura y Nombre del
cliente............................................................................. #Pages
21 Aplican
un Filtro en la Rejilla del Detalle de la Factura para
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Suscribirse al Nmero de factura Publicado..................... 21 Visiones de la
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Carta...................................................................................................................................................
22 Taller - Aade una
Visin de la Carta................................................................................................................ 22 Aaden un Grfico de
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columnas 3D para Mostrar Ventas Facturadas antes del#Pages
Ao...............................................................
22 Colocan de
nuevo la Hoja del Grfico a la Cumbre de la Ventana....................................................................
23 Cambio el Tipo de
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la Carta a un Grfico de columnas 3D. ............................................................................... 23 Funcionalidad
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Adicional.................................................................................................................................
24 Visiones del
Rastreador.........................................................................................................................................
24 Taller - Crea una
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Visin del Rastreador................................................................................................... 24 URL y Relaciones de
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XSLT.................................................................................................................................
26 Taller - Crea una Relacin de
URL.........................................................................................................
27 Taller - Crea a un Suscriptor de la Frase de la
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Pregunta de URL........................................................................ 28 Publican el Nmero de la Parte.
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28 Crean Imgenes de la
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Parte................................................................................................................... 28 Se suscriben a una Seal de
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Reemplazo...........................................................................................
28 Prueba el Panel de URL de
MyParts......................................................................................................
29 Relaciones de
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Proceso........................................................................................................................................... 30
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Contents
Conclusion.............................................................................................................................35
There are several standard dashboards included with the Epicor application for immediate use. This course, however, covers h
Audience
Specific audiences will benefit from this course.
Executivs
Mangers
ProjectMangs
BusineAalyt
SystemAdinrao
Prerequisites
In order to complete the workshops in this course, all 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 EpicorCAM@epicor.com. 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 are available at each of
the interface levels in the Epicor application - system, module, and program. Workshops focus on each of
these levels and guide you through each navigational principle introduced.
Computer and Internet Navigation Basics Course - The Epicor application operates in a Microsoft
Windows environment; therefore, knowing how to navigate in a Windows environment and the Web will
facilitate the training experience. Navigation tools you should be familiar with include computer hardware
components such as the keyboard and the mouse, navigation keys on the keyboard such as the Tab and Enter
keys, and navigation buttons such as the Back button.
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.
The following steps must be taken to successfully complete the workshops in this course.
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 ID.
3.
From the Main menu, select the company Epicor Education (EPIC06).
4.
Workshop Constraints
All workshops in this course can be performed in a shared database.
Important To complete the Workshop - Create a URL Link, internet access must be established in your
environment.
Overview
Overview
Dashboards are very flexible and powerful tools that provide easy access to critical information in a real-time environment. Da
Dashboards are developed to meet the needs of individual designers. Following are the main features:
Customizable
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MobileDashrd
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Tip For more information on updatable and mobile dashboards, report views and links, publish views and
a dashboard deployment functionality, review Advanced Dashboards course.
Authorization
Authorization
Use User Account Maintenance to enter basic information, security access, and application privileges for all
users. Anyone who accesses the Epicor application must be set up in this program.
Menu Path: System Management > Company Maintenance > User
Important User Account Maintenance is typically only accessible to system administrators. If you do not
have access to this program, contact your system administrator or IT personnel at your company for
assistance.
All users can access a dashboard once it is placed on the menu, but creating a new dashboard, or updating an
existing one, requires a security privilege.
To allow a user to work in the Designer Mode for dashboards, navigate to the Security sheet and select the
Dashboard Developer check box.
Note When you enable this functionality, it becomes available in the Tools menu in the Dashboard
program. This allows a user to toggle the mode on and off as needed.
Dashboard Design
Dashboard Design
Before you create a dashboard, it is important to consider what information will be helpful to employees at your
organization. Initial questions may include:
Whatiseprofmn?
Shoulditbemrgapcn?
Shouldserbatcfipyn?
Istheranxigquyocanse
onthedasbr,ulycw?Oifmgpz.
Standard Dashboards
The Trackers folder of the Executive Analysis module contains many trackers and dashboards available in the
Epicor application.
To review features and functionality standards of the dashboards framework, review existing application trackers
and dashboards. Examples include the Cash Receipt Tracker, Customer Shipment Tracker, and Payment Tracker.
There are aspects of the dashboard interface inherent to all dashboards.
Tree View
The dashboard's tree view displays all items that make up the dashboard, such as queries, grids, charts, trackers,
URL links, processes or reports.
Right-Click Functionality
Right-click each item in both the dashboard tree view and the display area to bring up context menus. Each
menu specifically relates to the selected item. Use the context menus to create new queries, launch a linked
process, or open a properties window.
Example You want to review the current information entered for Dalton Manufacturing in the Cash
Receipt Tracker.
the
field that displays the DALTON identifier. A context menu displays.
Cust. Right-click
ID
Select Open With... and select Customer Entry. Customer Maintenance launches, allowing you to edit
Dalton Manufacturing's customer information as needed.
Refresh Button
Each query has a specific refresh interval. This causes the data in each query to refresh automatically, at a
specified interval. You can manually click the Refresh button on the Standard toolbar. This updates the queries
and web pages that display on the dashboard with the latest information.
Refresh All Button
The Refresh All button allows you to refresh all query data in the dashboard. For customers with large databases,
the Refresh All button can cause performance issues with the dashboard. This button, by design, does not honor
filters and returns all rows to the dashboard.
10
Dashboard Design
11
Dashboard Design
Queries
Use query functionality to display queries created through Business Activity Query Designer. First, search for the
query and then decide which fields should display, or publish, within the display area. The dashboard also
allows you to filter out unwanted data.
The first step when you design a dashboard is to add a query to the dashboard. Queries are created in Business
Activity Query (BAQ) and summarize specific data from a table, or multiple tables, in the database.
To add a query to a dashboard, click New, and select New Query. Enter the query ID or search for an existing
query. Many of the parameters in the Dashboard Query Properties window are also available at the grid level.
Note All queries that begin with the letter z are standard Epicor application queries included in the
application.
Dashboard Query Properties
Additional display parameters related to the dashboard query are defined in the Dashboard Query Properties
window.
Note When you add a new query to a dashboard, the Dashboard Query Properties window automatically
displays. To access the Dashboard Query Properties window again, right-click the query icon in the tree
view and select Properties.
It is important to understand that once you add a query to a dashboard, all related views, such as grids or charts,
are based on the parameters established in the Dashboard Query Properties window. Any filter applied at the
query level is applied to all the grids and charts that use that query to display information.
There is also a Dashboard Grid Properties window where you can apply filters to a specific grid view of the
data. Depending on what information you want to display, it may be better to apply filters at the grid level as
opposed to the query level. This is useful when you want to display groups of information such as sales
grouped by territory or customer groups.
Following are the sheets found within the Dashboard Query Properties window:
General Sheet
Use the General sheet to enter the caption that displays on the query's title bar. The caption defaults from the
description of the query itself, but you can override it. You can also enter the refresh interval for the data.
The following are the fields found on the General sheet:
Caption - This field defaults from the description of the query, but you can override it.
Auto Refresh on Load - This option refreshes the data when you initially launch the dashboard. This
eliminates the need to click the Refresh button manually on the Standard toolbar.
Refresh Interval - Use this field to indicate a data update span. Enter this value in minutes.
Example For a 90-second interval, enter 1.5, or one-and-a-half minutes. A negative one (-1) indicates
there is no automatic refresh. In this case, you must refresh the data manually using the Refresh or
Refresh All buttons on the Standard toolbar.
Publish Sheet
Use the Publish sheet to select which columns from the query display or publish on the dashboard. You can use
the information published out from one query to display on the title bar, as well as for subscription by another
query.
12
Dashboard Design
The columns that display in the Publish Columns list include all the fields built into the query when it was created.
Select the check boxes next to the fields you want to publish on the dashboard.
The Publish to Title check box allows you to publish specific data to the title bar of the dashboard.
Example In the Customer Tracker, the customer name displays in the title bar of the dashboard.
Note When you publish information from a query, the Query icon in the tree view of the dashboard
displays an additional icon (a satellite dish with an arrow pointing out) next to it.
You can use the Call Context Subscriber section fields in conjunction with Business Process Management (BPM)
functionality. Use these fields to publish values from the dashboard to a Business Process Management (BPM)
Updatable BAQ Directive. For more information, review Business Process Management course.
Filter Sheet
Use the Filter sheet to apply filters to the data retrieved when the query is executed on the dashboard. Apply
these filters in addition to any filter criteria that you can apply at the query level itself.
Example You may only want to retrieve invoice information for customers in the state of Minnesota or
only want invoices that are not credit memos (invoice amounts greater than or equal to zero).
Enterprise Sheet
The Enterprise sheet allows you to display data from multiple companies in one dashboard. When you run the
dashboard query, data is pulled from all the company databases linked to the selected enterprise queries.
13
Dashboard Design
14
Dashboard Design
Grid Views
Use the New Grid View functionality to create a different grid view from a selected query.
Dashboard Grid Properties
Use the Dashboard Grid Properties window to define the data and image columns that display on the grid,
enable Show Group By and Show Summaries options and to set up rules for viewing certain fields or images.
To access the Dashboard Grid Properties window, right-click the grid icon in the tree view of the dashboard.
Note When you add a query to a dashboard, the default view to display the data is a grid view. It is
common to have multiple grids that display different information from a single query on a dashboard.
Following are the key fields and sheets found within the Dashboard Grid Properties window:
General Sheet
Use the General sheet to identify which columns to display in the grid.
The following fields are found withing the General sheet:
Caption - Similar to the Caption field in the Dashboard Query Properties window, this field is one level down
and displays as a heading for the view itself.
Example In the previous workshop example, the Dashboard Caption is XXX New Invoice Tracker
and the Query
CaptionTracker
is
. In the following workshop, you will name the Grid
AR Invoice
Caption as Open Invoice Header.
Grid Caption - This field displays as a description in the grid's title bar. If the description is left blank, the
Caption displays in the grid's title bar.
Show Group By - You can group a grid or tracker's data together through specific columns you select. To
activate this functionality, either select this check box on the General sheet, or right-click a tracker or grid and
select Show Group By.
If you enable this function, the Drag a column header here to group by that column box displays in the
title bar. The text instructs you to drag a column header into the title box.
To group data using additional levels, continue to click and drag additional column headers onto the box.
Each column you group by displays below the previous column. The data is then further grouped by each
selected group by column.
Show Summaries - You can activate summaries on all value columns that display on the grid. To activate
this functionality, either select this check box on the General sheet, or right-click a tracker or grid and select
Show Summaries.
Once you enable this functionality, all value columns display a Sigma () character.
To select the desired summarizing option, click the Sigma () character, and from the Select Summaries
window, select one of the following options:
Averag
Count
Maximu
Minmu
Sum
15
Dashboard Design
Filter Sheet
Use the Filter sheet to apply a data filter at the grid level.
Example In the Customer Tracker, there is the Quote sheet, with additional sheets for Active, Expired,
and All Quotes. These sheets are actually grid views with filters applied to display the different groups of
data.
View Rules
Use the View Rules sheet to define how data displays within a grid.
The View Rules section allows you to select the field affected by the rule and the condition through which the
rule activates. The Rule Actions defines how the selected field displays within the grid view.
Example You can use conditions and actions to graphically indicate any data changes within a grid.
Image Columns
Use the Image Column sheet to add image columns to the current grid. You can then create row rules that
define when other images display in this column. You can set up a column not to have a default image. This
allows you to populate a column with image when specific rule conditions are met, using the View Rules sheet.
Example All image columns display at the bottom of the Select Field list on the View Rules sheet. Next,
define the caption you want to display above the new image column. This is the text that displays in the
column header. Finally, select an image from the Image Name list or select None. This is the default image
that displays if no other rules are applied against the image column. This allows you to create row rules to
display any specific images you want in this column.
InvcHead.
voiceNumInvcHead.oiDtCustomer.Na
16
Dashboard Design
InvcHead.Do
InvoiceAmtInvcHead.DoiBlInvcHead.FislPro
InvcHead.FislYr
5. Select the Show Group By and Show Summaries check boxes.
6. In the Dashboard Grid Properties window, click OK.
7. On the Standard toolbar, click Save.
Notice the Open Invoice Header grid displays selected columns.
17
Dashboard Design
18
Dashboard Design
19
Dashboard Design
20
Dashboard Design
Apply a Filter on the Invoice Detail Grid to Subscribe to the Published Invoice Number
1. In the tree view, right-click the Invoice Detail grid icon and select Properties.
The Dashboard Grid Properties window displays.
2. Navigate to the Filter sheet.
3. In the ColumnName field, select InvDtl.InvoiceNum.
4. In the Condition field, select = (equal to).
5. In the Value field, select zARInvTracker- AR Invoice Tracker: InvcHead.InvoiceNum.
This condition states the invoice number in the Invoice Detail grid must match the invoice number published
from the first query. This means the Invoice Detail grid will only display details of the invoice you select in the
Open Invoice header grid.
6. In the Dashboard Grid Properties window, click OK.
7. Select different invoices on the Open Invoice Header grid and view the results on the Invoice Detail grid.
8. On the Standard toolbar, click Save.
Remain in the dashboard for future workshops.
21
Dashboard Design
Chart Views
Use the New Chart View functionality to create a chart from the data within the selected query.
Dashboard Chart View Properties
Use the Dashboard Chart View Properties window to define the chart columns, select different chart types,
customize chart colors, and so on.
Use the Caption field to enter the name of the chart view that displays in the tree view.
Use the Publish View check box to publish the chart view from the dashboard. You can then add this view to
a different dashboard. To learn more about this functionality, review Advanced Dasboards course.
The following are sheets found within the Dashboard Chart View Properties window:
General Sheet
Use the General sheet to set up chart definitions. The following are the availabe axes you can set up for the
chart view:
Chart By (X axis) - This defines the chart's horizontal axis. This defines the chart's vertical axis.
Chart On (Y axis)
Group By (Z axis) - This indicates which columns are available for grouping the data. This feature allows you
to group all the records in a grid by a specific column.
Filter Sheet
Use the Filter sheet to apply a filter at the chart level to display specific information.
Example Apply a filter to the chart view to only display sales for the current or previous year. In this
situation, the chart must be labeled appropriately.
Colors Sheet
Use the Colors sheet to define a Color Model for the chart view. The following are the four available Color
Models:
LinearRdom
LinearRg
PureRandom
Wirefam
When you select the Grey Scale check box, colors will display in shades of gray.
22
Dashboard Design
2. In the Caption field, delete the content and enter Graph Annual Sales .
3. Select the Show Column Names check box.
4. In the Chart By: (X axis) field, select InvcHead.FiscalYear.
5. In the Chart On: (Y axis) field, select the InvcHead.DocInvoiceAmt check box.
6. Navigate to the Colors sheet.
7. In the Color Model field, select LinearRange.
8. In the Start Color field, select the Web > Gray option.
9. In the End Color field, select the Web > Yellow option.
10. In the Dashboard Chart View Properties window, click OK.
23
Dashboard Design
Additional Functionality
There are additional views and links you can add to further customize a dashboard and to increase its usability.
Tracker views increase dashboard search functionality, whereas URL, XSLT, and Process Links allow you to
quickly access other web pages, style sheets, and programs. You can also export and import dashboard definitions.
Tracker Views
Use the New Tracker View functionality to create a tracker from a selected query.
Dashboard Tracker View Properties
Use the Dashboard Tracker View Properties window to define the columns that display, offer to embed a
grid view, group by and summarize options, filter options, and define rules on how to present information.
To access the Dashboard Tracker View Properties window, in the tree view, right-click the query icon, and
select New Tracker View.
Note Many standard dashboards include this functionality.
Example The Customer Tracker contains an Advanced Search sheet, which is a Tracker view on the
dashboard. This sheet contains several fields where you can enter your search criteria. These fields include
Customer ID, Name, Territory, Customer Type, and Address fields such as City, State, and Zip. Use this
sheet to find the information you need without having to search through all the records in the dashboard.
Use the Caption field to enter the name of the Tracker view that displays in the tree view.
Use the Publish View check box to publish the Tracker view from the dashboard. You can then add this view
to a different dashboard. To learn more about this functionality, review Advanced Dasboards course.
The following sheets are found within the Dashboard Tracker View Properties window:
General Sheet
Use the General sheet to identify the fields you want to display in the Tracker view. It also contains options to
enable the fields for input, define the related condition for the user input, embed a grid view, show group by,
and show summaries.
Filter Sheet
Use the Filter sheet to apply a filter at the Tracker level to display specific information.
View Rules Sheet
Use the View Rules sheet to define how the data displays within the tracker.
24
Dashboard Design
25
Dashboard Design
Publisher - Select the field to link to this URL. Use this field to subscribe to a published web address.
Query Phrase Subscribers - Use this section to set a publisher to a specific replacement token on a URL
phrase.
Website Features
When you enter a web address, the Epicor application passes the URL to Microsoft
Internet Explorer, allowing
you to use the typical Internet options for the web pages.
You can also set up this feature to update the URL based on a website address included in the selected query.
As you select a different record in a query, the URL also updates with the web address listed with this record. To
do this, define a value within the Publisher list.
Example Through the Dashboard, view the current sales orders linked to each customer. You also create
a URL tab and link the URL to the field within each customer record. As you select different customer
records in the query, the URL automatically displays each customer's website.
Note To ensure the web page displays current information, occasionally click the Refresh button on the
Standard toolbar.
Linking XSLT Stylesheets
When you enter a file address that ends in .xslt, additional fields become available for you in the Dashboard
URL/XSLT Properties window. These fields display within the Style Sheet Details section.
In order to display an XSLT stylesheet on the dashboard, create the .xslt file used to map the data from your
dashboard to fields in the stylesheet. The stylesheet displays all activity (for example, open orders and zero dollar
orders) within the grid that displays on the dashboard.
Note You must use a text or XML/XSLT editor to create an XSLT stylesheet. For more information on
creating a stylesheet, review Application Help topic: Create XSLT Stylesheets.
URL Query Phrase Subscribers
The new capability of the Dashboard allows a URL to change based on data values published within the
Dashboard. This feature is particularly useful for referencing pictures, specifications, or other static content
without having to add a specific URL as a UD field in numerous records.
While adding a new query to a Dashboard, publish a field that you will later use as a query phrase subscriber.
Use the Dashboard URL / XSLT Properties window to set a publisher to a specific replacement token on a URL
phrase.
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Dashboard Design
Data
Caption
Epicor Website
URL/XSLT Address
www.epicor.com
Publisher
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Dashboard Design
In this workshop, publish a part number field from the invoice tracker query. Use the Dashboard URL/XSLT Properties window
within the URL panel. In this workshop, create two part images to demonstrate the displaying images process. In the real env
3. Save the pictures in the folder on your local machine, for example, on your desktop.
You can name the folder PartPictures, for example.
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Example The following displays the URL/XSLT Address to an image saved on your desktop in the
folder named PartPictures.
C:\Documents and Settings\<UserName>\Desktop\PartPictures\DCD-200-ML.bmp
6. In the URL/XSLT Address field, replace the image name with [MyParts].
The part name is replaced with token and the URL/XSLT Address field now displays the following path:
C:\Documents and Settings\<UserName>\Desktop\PartPictures\[MyParts].bmp
7. In the Query Phrase Subscribers section, click New.
8. In the Publisher field, select zARInvLn01- AR Invoice Line: InvcDtl.PartNum.
Recall this is the published part number from the query that will subscribe to a token you defined in the
URL/XSLT Address field.
9. In the Token field, enter [MyParts].
10. In the Dashboard URL/XSLT Properties window, click OK.
4. In the Invoice Detail grid below, select the part and view the MyParts URL panel that displays the respective
part image.
5. Remain in the dashboard.
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Dashboard Design
Process Links
To further streamline your use of the Epicor application, use the dashboard to create a direct link to a process you commonly
Important You must have security access to the programs in the application to launch them from the
dashboard.
Dashboard Process Link Properties Window
The Dashboard Process Link Properties window allows you to search for and define linked programs and use
the Test button to test your access and its deployment.
Note Many programs are listed more than once in the search window. This is because each occurrence
of a program on a menu has a unique menu ID.
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Dashboard Design
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7. Once the process is complete and the status pane displays Finished, click OK.
8. In the dashboard, on the Standard toolbar, click Save.
9. Exit the dashboard.
10. On the Main menu, navigate to the Favorites sheet.
11. Click the Dashboard Assemblies group and in the list, verify the XXX New Invoice Tracker (where XXX
are your initials) dashboard displays.
Tip If you do not see the Dashboard Assemblies group, you may need to refresh the Favorites
menu. To do so, from the Actions menu, select Change User and log in as epicor/epicor.
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13. Click the Menu Groups sheet and navigate to Financial Management > Accounts Receivable > General
Operations
14. Navigate to the Favorites sheet.
15. Right-click the XXX New Invoice Tracker (where XXX are your initials) dashboard, and drag and drop it
to the contents pane on the right.
The Copy Menu Item window displays.
16. To the message, click OK.
The dashboard is now available to all users.
17. From the Actions menu, disable the Developer Mode and test the newly created dashboard.
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Conclusion
Conclusion
Congratulations! You have completed the Introduction to the Dashboard course.
Please take a moment to let Epicor University know how to serve you better by completing an evaluation at htt
p://www.keysurvey.com/survey/379199/e92f/. Your feedback provides the guidelines for the future direction of
Epicor University offerings.
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