Program Level: Advanced

This class starts by focusing on the basics for creating and implementing functions for server-side processes. Epicor Functions are process workflows that you can call from method and data directives, run as a one-time process as needed, or run continuously through a recurring schedule. You will explore creating a function that you can use to approve or reject changes to records. You then create an Approvals Dashboard that displays the records users have submitted for approval. Managers can approve or reject these changes on this dashboard. The class also shows how to leverage Kinetic’s Collaborate tool as part of the approval process.

Cost:There is an additional $350 fee to attend this session.

Objectives:

• Review User Account Security for Functions security roles
• Create message templates for approval and reject notifications
• Add and manage function libraries
• Add a widget function
• Configure the function’s method signature, service, assembly, and table references
• Build a function process through a workflow
• Create BPM directives that call the function
• Deploy function libraries to select environments

Audience: System Administrator, IT / Technical staff

Prerequisites:Classic Epicor ERP navigation knowledge, Business Activity Query (BAQ) (Basic Understanding)Business Process Management (BPM) Method and Data Directives (Basic Understanding)