Program Level: Advanced

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. This advanced session starts by showing how you create and implement functions for server-side processes. You next explore creating a complex function that you can use to approve or reject changes to records. You then develop an Approvals Dashboard that displays the records users have submitted for approval. Managers can approve or reject these changes on this dashboard.

Note: If you are not familiar with Epicor Functions, you are encouraged to first take the EE 24: Learning How to Create Custom Logic with Epicor Functions course before this advanced session.

Cost: There is an additional $375 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)