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Table of Contents Chapter 1: Startup Configurations 1
Configuration Settings File 2
Configuration File Location 2
Make a Copy of Default 2
Multiple Configuration Files 2
The Configuration Editor 2
Settings - The Complete List 6
Run Time Arguments 14
Run Time Arguments List 16
Chapter 2: Styling and Themes 19
User Maintenance 20
Load Style Theme 20
Runtime Stylist 22
Runtime Stylist - Primary Controls 23
Resources 25
Roles 27
Used By 37
Role Selection 37
Style Filter Management 39
Style Tracking 45
Theme Maintenance 46
Unload Style Theme 54
Case Study - New Button Theme 55
Chapter 3: Personalization 69
Personalize the Main Menu Interface 70
The View Menu 70
The Options Menu 72
Save Settings on Exit 74
The Favorites Bar 75
Personalize the Program Interface 79
Personalization Options Window 79
Personalize Sheet Layouts 86
Personalize Toolbars 91
Personalize Grids 91
Advanced Personalization Options 99
Personalize Sheet Properties 102
Modify Grid Properties 108
Import, Export, and Delete Personalizations 110
Chapter 4: Basic Customization 115
Customization Rights 116
Developer Mode 116
Select Customization 117
Launch Customization Mode 119
Disable Memory Caching 119
Customization Mode 120
Customization Tools Dialog 121
Custom Session Options 123
Top Most Mode 123
Grid Settings 123
Hide, Move, and Add Elements 125
Hide Elements 125
Move Elements 126
Add Elements 128
Save Options 141
Export Customizations 143
Chapter 5: Advanced Customization 145
Customizing Alternate Interfaces 146
Styling Specific Controls 149
Define the Control Style 150
Create the Control Style 151
Disable the Control Style 154
Non-Customizable Forms 155
Customization Form Wizards 156
Rule Wizard 156
Image Column Wizard 169
Form Event Wizard 176
Sheet Wizard 180
Event Wizard 185
Foreign Key Views 189
Script Editor 195
Script Editor Options 198
Script Editor Event Handlers 201
Event Sequence for Startup 205
Event Sequence for Shutdown 205
Script Editor Examples 205
Custom Object Explorer 209
Ul Objects 210
Data Objects 216
Adapters 219
Assembly Reference Manager 220
Customization Code Wizards 221
Custom XML Editor 232
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Chapter 6: Customization Utilities 237
Database Viewing Tools 238
Data Dictionary Viewer 238
Field Help 241
Dataset Relationships Tracker 242
Tracing Log 243
Global Customization Tools 245
Context Menu Maintenance 245
Custom Fields 251
Extended Property Maintenance 253
User Defined Table Maintenance 256
User Defined Codes Maintenance 258
Resource Editor 260
Deployment 264
Main Menu Deployment 264
Sub Program Deployment 267
Customization Management 272
Personalization Purge 272
Customization/Personalization Maintenance 273
Verify Customizations/Personalizations 276
Run and Modify a Customization/Personalization 279
Show Custom Data 281
Force Validation 284
Generate Web Forms 285
Customization Maintenance Log 287
Chapter 7: User-Defined Tables 289
Standalone User-Defined Tables 290
Parent/Child User-Defined Tables 302
Parent and Child EpiRetrieverCombos 302
Chapter 8: Localization 329
Country Group and Country Codes 330
Install Languages 330
Language Maintenance 334
Change Languages 343
Localization Layer 345
Translation Utility 351
User Account Maintenance 357
Chapter 9: Solution Management 361
User Maintenance 362
Define the .CAB File 362
Build the Solution 363
Create the Solution 368
Export the Solution Definition 369
Import the Solution Definition 370
Install the Solution 371
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Introduction
The Epicor ICE 2.5 User Experience and Customization Guide provides an in-depth exploration of the interface tools available within the Epicor ICE framework. It is intended for managers responsible for fine-tuning their departmental use of the Epicor 9 application and advanced users looking to modify the application interface for their specific needs.
This guide begins by exploring the various startup methods available within the configuration settings file. It then examines the functionality for both styling the look of the interface and personalizing specific programs. The customization tools are thoroughly documented through a series of chapters beginning with basic customization tools and then progressing on to managing customizations and modifying user-defined tables. This guide concludes with chapters on localizing the application and building a customized solution, tools which you need to fully leverage the Epicor application throughout your domestic and international organization.
Use this guide as a starting point to learn about the available interface tools and as a reference for later use of these same tools. This guide is a crucial resource for anyone who needs to leverage these tools for both managing and enhancing their organization's unique business practices.
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