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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