5/16/24, 3:44 PM Binding Epicor ERP Combo Box Values to User Codes — GingerHelp

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BINDING AN EPICOR ERP

C O M B O B OX AVA I L A B L E
VA LU E S TO U S E R C O D E S
ADAM ELLIS · APRIL 30, 2021

A frequent request I get is to add a combo box to an Epicor ERP screen

bound to a UD field in order to restrict what users can input into that field.
A real-world example from a past project - a UD field added to the sales
order line that requires the selection of a ‘No Charge’ reason for lines
sold at $0. There are actually 4 different available combo box widgets
available to you in the Epicor customization dialog:

• EpiUltraCombo: This is the easy one - you just bind your UD field to
the widget here and fill in the available choices using the ListItems
property. The downside to this one is that if the available choices
ever need to change, you need to get into the customization to
change it. Not ideal for entries to be maintained by end users.

• EpiCombo: This is the one we are going to focus on for this article.
The EpiCombo pulls its available values against Epicor business
objects.

• BAQCombo: Pulls its available values from a BAQ.

• EpiRetrieverCombo: This one acts as a wizard helping you to build

out all of the right settings for an EpiCombo. If you are pulling from
a master file like parts, customers, etc this will probably be your best
choice. The end result is also very similar to an EpiCombo so you

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can review the properties and learn how you could have done it by
hand.

To bind against user codes, we definitely need the power and flexibility of
the EpiCombo. Let’s start with the setup of our user code. Start by setting
up the user code type:

Now go to the ‘Codes’ tab and add in all of the values you wish to be
available within your combo box. The code field will end up being the
value and description will be what is displayed in the combo box to
represent that value. For example, if I was using this combo box for a UD
field on OrderDtl called OrderDtl.MyCustomField_c the value stored in the
database when I pick ‘Value #2’ from the combo box will say ‘VAL2’.

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Now we can configure our combo box. When you add your EpiCombo to
the canvas you will want to do all of the things you normally would (give it
a proper name, bind it, set up an associated label) but then also fill out the
following properties:

Of specific note:

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5/16/24, 3:44 PM Binding Epicor ERP Combo Box Values to User Codes — GingerHelp

• The EpiBOName is the first property you select - picking

Ice:BO:UserCodes from nearly the bottom of the list.

• EpiDataSetMode needs to get flipped to ‘RowDataSet’. The default

setting (ListDataSet) only returns the UD Code types whereas
RowsDataSet lets us pick from the UD code values.

• In the SearchFilter we are telling it specifically which Code Type ID

we are looking at.

And that should be it. Close out of your customization and get back in to
see the combo box properly showing only the values defined in UD
Codes. This approach works for various other business objects such as
UD tables as well.

AUTHOR: Adam
Ellis
Adam Ellis is the owner of GingerHelp.
Adam is a lifelong entrepreneur and has
extensive ERP and mobile software
knowledge through his consulting and
management experience. He has a
passion for exploring innovative ideas
and how they can change the status
quo. Connect with Adam on LinkedIn to
learn more about his involvement in the
ERP space.

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COMMENTS (1) Newest First

Preview POST COMMENT…

Diep 2 years ago · 0 Likes

how can I set default value of user code for field?

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