How Slide-Outs Work
A slide-out typically combines a panel layout with data sources, controls, and event-driven behavior. The main screen provides the starting context, while the panel displays supplementary information or a focused interaction. Depending on the configuration, opening the panel may trigger data retrieval, populate fields, or present actions associated with the selected record.
The selected record often determines what appears inside the panel. For example, selecting a supplier may pass a supplier identifier to a data view or supported service so that the panel displays the relevant supplier details. Controls inside the panel can then support navigation, data review, or a permitted business action.
Application Studio features and configuration options vary by Epicor Kinetic version and screen. Designers should confirm the supported panel behavior, event triggers, data bindings, and available actions in their target environment before deploying a customization.
Common Business and Finance Use Cases
Slide-outs are useful when users need supporting information to complete a task on the current screen. Their value comes from presenting context that directly informs the next decision rather than duplicating the entire underlying application.
- Accounts payable: Display supplier details, invoice references, payment status, or related purchase order information during invoice review.
- Purchasing: Show supplier records, order lines, approval status, or receipt information while a buyer reviews a transaction.
- Accounts receivable: Present customer balances, open invoices, payment references, or collection notes when reviewing an account.
- Financial review: Provide supporting transaction details that help a reviewer validate coding, amounts, or business context before an authorized action.
For example, a finance employee reviewing a supplier invoice could open a panel to compare the invoice reference with its purchase order and receipt details. This design keeps the review focused while making supporting information easier to access. Any approval or posting action must still follow the organization's authorization rules and the ERP's business logic.
Designing and Configuring Effective Slide-Outs
Begin with a specific user task and identify the smallest set of supporting information needed to complete it. Decide what event opens the panel, which record identifier supplies its context, what data must be displayed, and which actions users are authorized to perform.
- Define the trigger: Identify the user interaction that opens the panel and establishes its context.
- Bind the data: Connect panel fields to the appropriate data view or supported service, using the selected record's identifier.
- Organize the content: Place essential values and decision-supporting details where users can scan them quickly.
- Control actions: Make the available buttons and editable fields consistent with user permissions and business rules.
- Validate behavior: Test different records, empty results, refreshed data, closing and reopening the panel, and successful completion of supported actions.
Designers should also consider how the panel behaves when the underlying record changes. The displayed information should correspond to the currently selected transaction, and users should receive clear feedback when an action succeeds or requires further review.
Slide-Outs, ERP Data, and Finance Automation
Epicor ERP provides the business records and transaction processes that customized screens help users access. A slide-out can expose selected information from those records, while Epicor Integration Finance describes the broader connection of finance data and workflows across systems. For integrations that use APIs, the term Rest API Finance relates to the exchange of financial information through supported application interfaces.
When extending epicor, teams can use customized interfaces to present relevant ERP context while preserving the underlying transaction rules. In a receivables workflow, a slide-out might show remittance details alongside open invoices, helping a reviewer investigate unmatched receipts before posting. This supports the work of cash application, where customer payments are matched to outstanding balances. Related finance workflow approaches are discussed in Closing Epicor Finance Gaps with Hyperbots AI Agents and How Hyperbots AI Agents 10x Deltek Costpoint Finance.
The Hyperbots Platform supports finance automation through AI-assisted processing and ERP integration. Its Process Specific Capabilities address distinct finance workflows, while Ready to Deploy Capabilities include pre-trained agents and pre-built ERP connectors. Self Learning Capabilities enable co-pilots to learn from human actions and refine supported decisions, while Human in the Loop workflows allow exceptions and approvals to receive human attention. These capabilities can complement an ERP interface by helping coordinate work beyond the information displayed in a slide-out.
Best Practices for Maintenance and Testing
Maintain a clear relationship between each panel, its source data, and the business action it supports. Test the customization with representative user roles and transaction types, and confirm that the information shown reflects the current record. Review access permissions for sensitive supplier, customer, and financial details. After an application update, validate the panel's events, bindings, and supported interactions in the updated environment.
Documentation should explain the panel's purpose, opening trigger, data dependencies, and action behavior. This helps administrators maintain a consistent user experience as finance workflows and ERP configurations evolve.
Summary
Epicor Application Studio Slide-Outs provide contextual panels that let users review related information and access supported actions without leaving their current screen. Effective implementations connect the correct record context to relevant data, keep the panel focused on the user's task, and respect ERP permissions and transaction rules. For finance teams, these panels can improve access to supporting information during invoice review, purchasing, receivables, and financial validation.