I can do WHAT? A look into Compass Viewers

Transcription

1 I can do WHAT? A look into Compass Viewers Thom Taylor Solutions Engineer 2016 Epicor Software Corporation

2 Thom Taylor Solutions Engineer Over 11 years of experience at Epicor Worked as Epicor Business Consultant in Professional Services prior to moving to Solutions Engineer Nearly 20 years of experience in the Lumber and Building Materials industry Prior to joining Epicor, worked for an industry leader in the manufacture and distribution of Windows, Doors, Lumber and Plywood, where he was a manager in their Information Systems department Proven track record of helping Eagle system users by providing knowledge to immediately impact the customer s bottom line by reducing expenses and increasing margins through effective use of the system. Many successes in helping customers tighten controls and implement the checks and balances required to effectively run a business in today s aggressive marketplace Epicor Software Corporation Eagle Online Academy 2

3 I can do WHAT? A look into Compass Viewers Thom Taylor Solutions Engineer 2016 Epicor Software Corporation

4 The contents of this document are for informational purposes only and are subject to change without notice. Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims, to the full extent of the law, any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. 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, April The usage of any Epicor products or services is subject to Epicor s standard terms and conditions then in effect. 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. Epicor, the EPICOR logo, Eagle, Grow Business, Not Software, are trademarks or registered trademarks of Epicor Software Corporation in the United States, and in certain other countries and/or the EU. Copyright 2016 Epicor Software Corporation. All rights reserved Epicor Software Corporation Eagle Online Academy 4

5 Efficiency is doing better what is already being done. - Peter Drucker 2016 Epicor Software Corporation Eagle Online Academy 5

6 Objectives By the end of this session you will Define Active Viewers Set up and Configuring Active Viewers Data Flow between Active Viewers and Eagle Use Active Viewers Epicor Software Corporation Eagle Online Academy

7 Agenda 1. Definition 2. Setup 3. Data Flow 4. Using 2016 Epicor Software Corporation Eagle Online Academy 7

8 Defining Active Viewers 2016 Epicor Software Corporation Eagle Online Academy 8

9 Do you use Active Viewers in your business today? A. Yes! I use them every day. B. Yes, but I m sure we could be using them more. C. No, but I d like to learn how they can help me in my business. D. No, and I m not interested Epicor Software Corporation Eagle Online Academy 9

10 Active Viewers 2016 Epicor Software Corporation Eagle Online Academy 10

11 Setup 2016 Epicor Software Corporation Eagle Online Academy 11

12 Setup Compass Analytics: Opt #8829 Compass Viewers on System: Opt #1096 Security Bits to Add/Change/Delete IMU, MCR, MVR IMU: 120, 121, 122, 222, 226, 228, 230, 235 MCR: 134, 135, 136, 148, 309 MVR: 174, 175, Epicor Software Corporation Eagle Online Academy 12

13 Data Flow 2016 Epicor Software Corporation Eagle Online Academy 13

14 Data Flow Compass Eagle Compass ` Eagle Client.Net user interface Eagle Production Server Linux based Epicor operating system Epicor Compass Reporting Server Technology Foundation Platform- includes MySQL (relational database) XML and Microsoft.Net 2016 Epicor Software Corporation Eagle Online Academy 14

15 Using Viewers 2016 Epicor Software Corporation Eagle Online Academy 15

16 Using Viewers ADD DELETE 2016 Epicor Software Corporation Eagle Online Academy 16

17 What are you using Active Viewers for? A. Changing data in a viewer B. Updating data from a spreadsheet C. Adding new records from a spreadsheet D. Deleting records E. I m not using Active Viewers Epicor Software Corporation Eagle Online Academy 17

18 Changing in a Viewer Select fields in the Viewer Select range of items to update Copy to Excel (as backup) Make changes 2016 Epicor Software Corporation Eagle Online Academy 18

19 Why Use an Active Viewer for Changes? 2016 Epicor Software Corporation Eagle Online Academy 19

20 Updating from Spreadsheet Select fields in the Viewer Select range of items to update Export to Excel Make changes in Excel Import changes into the Viewer 2016 Epicor Software Corporation Eagle Online Academy 20

21 Why Import Changes from Excel? 2016 Epicor Software Corporation Eagle Online Academy 21

22 Adding from Spreadsheet Build file in Excel Verify data accuracy in Excel Import Records into the Viewer ADD 2016 Epicor Software Corporation Eagle Online Academy 22

23 Why Add from a Spreadsheet ADD 2016 Epicor Software Corporation Eagle Online Academy 23

24 Deleting in a Viewer Select fields in the Viewer Select range of items to update Copy to Excel (as a backup) Make changes DELETE 2016 Epicor Software Corporation Eagle Online Academy 24

25 Did you learn something new in this course? A. Yes! I learned a lot! B. Yes, I learned a couple of things C. Not really, I already knew about all of this Epicor Software Corporation Eagle Online Academy 25

26 Agenda 1. Definition 2. Setup 3. Data Flow 4. Using 2016 Epicor Software Corporation Eagle Online Academy 26

27 For more information on products featured in today s presentation, or to find out how Epicor Professional Services can help you grow your business, please contact your Account Manager at Epicor Software Corporation Eagle Online Academy 27