I am very new to my job AND to E10. I am responsible for writing processes and procedures that did not exist. I’ve been asked about the Loaded Complete field (see image). Up to this point, I have entered the date I created the Oppty/Quote. I’m wondering if it’s intended for another purpose. Any insight would be appreciated.
I don’t have insight on that field in particular. But Epicor does provide some useful information in the field help. Click on Help > Field Help. This will pop up a side window with lots of information on the field you are working on. There are two tabs of information here the technical details and field level help. Both are extremely useful if you don’t know what the heck a field is for. It can also tell you what table the field is in. This is useful when you want to run a BAQ and can’t find the data you want. Just open field help and see where the data is stored and add the field in your BAQ.
Good luck!
That looks like a customization, so you’d want to go inside the customization to check the EpBinding for those fields.
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I think you may be right. Per the image, I looked at the Field Help and didn’t find any answers there. Thank you for responding.
Turn on Developer mode and then open that window, so you can see what the customization is called. Then you can open the customization directly to view/modify.
Yup, that is a Customized form so it’ll take some work on your part to find out what it’s for. @Erin_Corona has set you on the path of opening the form in the Customization Editor where you can inspect the code. You may also need to look into Method and Data BPMs to see what else may look/use those fields.
How do I access Developer Mode?
