Portal Designer & DynaChange Portals Services for Epicor Prophet 21

Give your team a useful view of the information they keep looking up.

Open purchase orders. Unconfirmed pick tickets. Customer buying history. Inventory by location.

When users repeatedly visit several screens to answer the same questions, a focused portal can help bring the information together.

At MindHARBOR, we help Prophet 21 users develop and improve views using P21 Portal Designer and DynaChange Portals.

Start With the Question Your Team Needs to Answer

A portal should have a clear purpose.

What does the user need to see? Which records matter? What should they be able to investigate or open next?

We work with your team to define the information, filters, calculations, and access requirements around that task.

Accounting & Sales Views

Our portal examples include:

Accounts receivable and accounts payable aging inquiries
Invoice summaries for a selected date
Sales dashboards and branch summaries
Customer part-number cross-references
Customer buying trends and sales comparisons

The view can provide a summary while helping users reach the relevant details.

Purchasing & Inventory Views

Examples include purchase order summaries by buyer, supplier item inquiries, inventory positions, and recent usage information.

These views help bring purchasing and stocking information together for review.

We can tailor the columns, selection criteria, and calculations to the questions your buyers and inventory team need to answer.

Warehouse & Production Views

Related examples include:

Inbound purchase order receipt summaries
Incoming PO-to-sales-order references and required dates
Unconfirmed pick tickets
Open inbound and outbound transfers
Open production order summaries

A focused view can help users identify what needs attention without gathering the information separately.

Make the View Easier to Use

Depending on the available features in your environment, we can help with sorting, spreadsheet exports, links to relevant screens, and connected summary/detail views.

One example uses a header pane to select a sales representative and a detail pane to display that representative’s customers.

That approach reduces the need to look up and type an identifier before retrieving the information.

Need a Custom Web Portal?

We also develop separate web applications connected to P21 for tasks such as order approvals, purchase order updates, production tracking, and contract pricing.

Those projects are different from configuring P21’s Portal Designer tools.

We can review whether your requirement is best handled by an existing P21 portal view, a custom web application, or a combination of tools.

Improve What You Already Have

Your project may involve a new view, changes to an existing portal, or troubleshooting its queries and calculations.

We review your P21 environment and applicable licensing before defining the work.

We bring experience and reusable approaches to each engagement, then tailor the solution to your business.

What Does Your Team Keep Looking Up?

Show us the screens or spreadsheets they use today and explain the question they’re trying to answer.

We can help define a more useful view.

Fix. Build. Bridge.

Example Code – Header Pane

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Step two, create a portal that lists the active Customers in your system conditioned with a Sales Rep prompt. Yes, it is a user prompt. But we will get the system to automatically fill it in for us further down. This portal will be the detail pane.

Step three, within Prophet/21, install the two portals elements. Then select the layout format #3.

By dragging and dropping the portal elements, assign the “Header portal” to the upper pane and the “Detail portal” to the lower pane.

Step four, within Prophet/21, you only need to assign the “Header portal” to a user or role.

Step five, display the portal for the first time, the upper pane (the header) will display properly. The lower pane ( the detail) will display the retrieval prompt created for portal.

In the lower pane, Right-Click to open the (RMB) Right-Mouse-Button Menu. Select DynaChange - DynaChange Portals - Subscribe to changes in other portals. On the Field Selector tab, drag and drop the retrieval prompt argument to align with the appropriate retrieval parameter.

Now that the retrieval argument assignment is made, when the portal is displayed the lower pane (the detail) will display customer records associated to the selected sales rep record in the upper pane (the header).

Step six, the portal setup and configuration is complete. You re now ready to assign the portal to users as needed.

For help with Prophet 21 Portals, Please contact us.

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