The essence of reaching out for help is never an easy task. We live in a “can do” society, where independence and self-sufficiency often define who we are or at least how we are perceived by others. The acclimation of stating that you just clearly do not know the answer to an unspoken question can be daunting for some and often forbidden. Therefore, we “spin our wheels” for hours on end, attempting to solve our own issues or enlighten ourselves with the answers to our own questions. Here’s where managed services providers can step in and lighten the load or deliver clear direction that leads to clear results.

an image of encompass solutions managed services providers at their desks helping Epicor customers.

The important thing is not to stop questioning. Curiosity has its own reason for existing.

-Albert Einstein

How Managed Services Providers Can Help

How many hours can you state that you have worked on something that you had a burning question on and you either never discovered the answer, or you just chose to ignore the unanswered question- with the constellation of thought that the issue would magically disappear one day. We are all guilty of this one thing. It occurs daily- at work, at home, at school, we all experience the clouded thought/ question mark experience.

In our ever-changing technological world, we will always have questions, but how we choose to handle these unknowns is what determines our success individually, as a business and as a technology community. With this in mind, we have developed an ERP Community Support system- our Epicor Help Desk Support organization, known as Managed Services- is here to answer any and all of your Epicor questions.

As Managed Services providers, Encompass delivers a program that includes the ongoing maintenance of Epicor environments (typically a Test, Pilot, Live and Training environment), application of one off bug fixes (SCR’s), restarting application servers and setup and maintenance of user accounts.

As part of implementing this service, Encompass Solutions, Inc. will provide standardized procedures for environment management, which must be adhered to by all resources – for example, installing an SCR on a test system prior to deployment in live.  Environment refreshes can be requested and scheduled through managed service tickets.  To ensure stable operations, the SQL maintenance plan will be reviewed to ensure that preventive maintenance is taking place, consistency checks are being performed, that load balancing has been performed, and that hardware is correctly specified for optimal operations.

Beyond our Help Desk Support organization, we also provide assistance with Epicor customizations through our Incident Base Support program. In this instance, a help desk ticket would be logged by you- the end-user, and if flagged for Incident-Based Support, we would write up the requirement(s) for approval, and provide an estimate for the services which must be approved.  These requests may still be logged through the helpdesk, but will typically be quoted separately outside of Managed Services.

Encompass Solutions has a team of over 65 resources spanning 4 countries globally, with combined experience in ERP reaching over 250 years.This makes it clear that we are an ERP support organization dedicated to being much more than managed services providers.  As an Epicor certified Platinum Services partner, Encompass resources attend training and complete certifications alongside Epicor’s internal consultants, developers, and other departmental staff.  Additionally, as a partner of the highest tier and a more condensed organization, we provide not only a more personal approach to your implementation support, but an additional level of agility and resource escalation to facilitate your success.

We have been providing infrastructure support for Epicor ERP for over 15 years, on numerous platforms. With our coverage, and deep Epicor infrastructure experience, Encompass is uniquely positioned to offer effective and responsive services.  Allow us to work with you to resolve those burning ERP questions.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Excel continues to be such a key tool in business today, that Enterprises of all sizes – big and small – use it extensively. It is such a universally known tool that despite the sophistication of many other available programs, it is fair to say that Excel is very much at the heart of the workplace, particularly in Financial departments. The rub is that Financial data and other important metrics normally are held in your Company’s main IT system, ERP and Enterprise Management Database. So what if you could create and refresh reports in Microsoft® Office Excel®, combining ERP data with additional lookups and calculations to get the answers you need without the usual challenges of gathering source data and refreshing reports? This is where Epicor XL Connect comes into the picture.

An image of a tall building and the text "epicor xl connect".

Epicor XL Connect

The XL Connect solution is designed with pre-packaged content packs for Epicor ERP but is also available for other ERP Platforms. We have helped many customers implement this bridge between their enterprise source data and Excel.

With XL Connect, you can access real-time data from your ERP system with built-in functions that let you combine ERP data with non-ERP data, run lookups or calculations, and arrange and format data exactly as you want.

For the technical users, here’s what’s happening under the hood.

When you launch the XL Connect client, it reaches out to an Admin File Share. This is typically on a server, but technically it’s just a basic file share that can be copied anywhere.

When you drag in a function from the XL Connect tree view to your MS Excel spreadsheet, you are simply reaching out to an SSRS Report Server to grab the corresponding XL Connect report, and then pulling in data from your data source, which could be for example an Epicor database, so that you can populate the report in your spreadsheet.

XL Connect can be licensed for users who can run drill-downs, and also for developers who can build advanced, cross-platform queries that can be run directly from Microsoft Excel.

For more information about XL Connect please click here. We are happy to help!

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


From time to time I’ve needed to have a popup form appear on an Epicor form to ask the user to take some action or enter information. Since the toolbox does not have “EpiForm” as a choice, the form and its controls have to be programmed. This is not a big deal, though you do have to take the time to get the controls all laid out the way you want.

Of course, programming entails changing the code, running it, seeing where things are, changing the code to fix, repeat. I have some formulas I use to help speed up the process but I still typically need to do some fine-tuning by hand. Also, keep in mind: If you need to create events associated with the controls, you’ll have to code them manually.

Another option is to use Visual Studio to build the form, adjust the items where you want them, and then take the associated form.cs file and copy the code into your program.

Since you don’t always have Visual Studio an alternate approach came to me. When adding an EpiCombo box to a grid column, I add an EpiCombo to my screen someplace, adjust the properties so that it gets the list of values I want using the BO. Then I hide it before associating with the grid column.

How To Create Your Epicor Pop-up Form

It occurred to me I should be able to do a similar thing with controls for my popup. So, when I need a popup form, I do the following:

  1. Add a sheet to the screen using the Sheet Wizard 
  2. Next, Add a groupbox to this sheet that is the same size as the popup form you will be using
  3. After that, add the controls that you need to the group box, locating them where you need them. Since the groupbox is the same size as your form the location information will be the same.
  4. Change any properties on the control, such as EpiBinding, if appropriate 
  5. In the Initialize code section make the sheet invisible 
  6. Create your popup form as usual except you just need to add the controls you created above, no need to set their location or size etc.

myPopupForm= new EpiForm();

myPopupForm.Size = new System.Drawing.Size(700, 500);

myPopupForm.StartPosition = FormStartPosition.CenterScreen;

myPopupForm.Controls.AddRange(new Control[] {grdEchoOrders, 

btnOK,

btnCancel,

txtProgress);

myPopupForm.ShowDialog();……

If needed you can use the event wizard to add events for any of these controls; there is no need to code them manually. The controls are also global so you can reference them anywhere in the code.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


So, what is this EDI specialist business that you’ve been hearing about? Great question, let’s answer it with another question: Do you like jumping through hoops and going through tedious manual processes when trying to interpret or convert the most simple, but sometimes most important, electronic documents from your business partners?

No? Surprise, surprise!

The EDI Specialist Is Definitely Something You Need

Here’s the real answer as to why enlisting the help of an EDI specialist can be invaluable for your business. An EDI specialist is an expert in Electronic data interchange (EDI), which is the computer to computer exchange of business documents in a standard electronic format between business partners. They’re basic files you’re already familiar with: the purchase order, the Advanced Shipping Notice), the invoice, and more.  Even though there are widely accepted standards on how to exchange these electronic documents, each company can format the transactions and data to best fit their business needs.

What EDI does is use “maps” to connect each document’s data format to the format needs of the receiver systems.  Once the data is mapped, the receiver can then receive the data into their internal system to be processed.  The transfer of information from one partner to the next is seamless between systems!

A conceptual image of an EDI environment where the EDI Specialist presides over maintaining an EDI framework.

One of the biggest advantages of exchanging documents electronically is the lower margin for error.  Not only is the data sent securely over the internet, but it avoids the hassle and vulnerability of being hand entered by an entry team. EDI also gives companies a faster order cycle time resulting in automated processes and instant communication with trading partners.

So with all the benefits, why haven’t you been utilizing EDI all along?  It is no secret that many companies are faced with daunting deadlines, never-ending priorities, and a constant change of focus.  They may feel lost on where to start or find it difficult to form an implementation or integration game plan. They may not have the resources, and struggle to achieve desired results.  That’s where an experienced and professional partnership with a services organization can really benefit one’s business.

Allow that partnership to create a robust execution method for implementation of your EDI services with your business goals and systems in mind.  This permits you to focus on your business while the services organization adds additional value by guiding your company through EDI implementation, supporting your business with expertise, and creating competitive advantages against your competitors.

So don’t wait! Now that you have all the questions answered, get started today with an EDI implementation through a services organization and take full advantage of goal-focused improvements and endless benefits that accompany exchanging business documents electronically through EDI!

Our EDI Solutions

What differentiates Epicor’s B2B Integration and EDI Managed Service On-Demand from other business integration solutions is the ability to provide our customers with the identical software tools if the business need outgrows that of an outsourced solution. Epicor’s on-demand data integration software uses its commercially available and fully supported software tools to connect our customers to their business partners as a service. As trading partner or application maps, profiles, and workflows are created for your business-specific environment, they are always available to the customer to utilize internally. The EDI Managed Service On-Demand solution grows as your business needs dictate.

Epicor’s EDI integration technology is now available on demand for customers looking to outsource their eCommerce function. Epicor has an array of service-based XML/EDI, data synchronization, and B2B integration offerings that allow organizations to reap the full benefit of Epicor’s powerful Software-as-a-Service (SaaS). Customers outsourcing eCommerce processes to Epicor enjoy the advantages of true eBusiness—conducting business electronically with any party regardless of the service or solution their business partners use.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


I’ve been reading many opinion articles lately about New Year ERP implementations. Namely, shooting for the New Year, January 1, as the day the new software goes live. None of them had a particularly rosy outlook on that goal: Your employees, if they’re not all still on vacation, won’t be back into the rhythm of things after the holidays, will still have work to attend to and catch up on, and so on.

I agree, it seems impractical, maybe even impossible. But this is where Encompass shines. In fact, we are, RIGHT NOW, taking four of our clients to Go-Live over the new year on their brand new Epicor ERP 10 systems. It can be done, and done well! Here are some of our tips and tricks we keep in mind while we get our clients running right out of the gate.

Consider This For New Year ERP Implementations

If you’ve got your sights set on a New Year Go-Live, consider these important factors to make your implementation and subsequent onboarding a much smoother process.

Strong Employee Support

It’s not a bad idea to postpone a launch of new software until everyone at the organization has had the time to settle back into the rhythm of the day-to-day, to catch up with outstanding items, and, of course, serving customers and processing deliverables. While all this means that there is less focus on system adoption, an external company such as Encompass can provide the support needed to take your users through it successfully and painlessly.

Walking Before Running

Some argue that business is slower at the start of the year, and that there are not enough transactions happening that will test the full functionalities of the system, or allow it to run at full capacity. This is a good thing! Your team, already spreading their focus onto ramping back up into the new year, won’t be under pressure to process orders while learning the new handles, or to do so at full speed. Rushed mistakes are costly to any company!

Change Management

Preparedness is key. Before the New Year begins and the switch happens, you need to be ready for it, and that also means being ready when things start to go wrong. Our post on Change Management provides a glimpse at the solutions we can help provide.

Feel the Fear

… And do it anyway! Rip the band-aid off, tell your dad to let go of the bike seat, jump right in the deep end. The best way to learn something is to do it, so don’t mistake hesitating for preparing. The time you lose waiting is time you could be using learning and improving.

We at Encompass Solutions would like to wish all of you a smooth and successful start to the New Year!

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.