DataBind Controls to Epicor Kinetic Data in Delphi

The CData ODBC driver for Epicor Kinetic supports the ODBC standard to enable integration of live Epicor Kinetic data with visual form designers and other rapid development tools in Delphi. The ODBC driver simplifies data access strategies for applications that share a single codebase like Delphi by providing a single API for database development. This article shows how to how to connect to Epicor Kinetic data and query data from a simple visual component library (VCL) application, as well as from Delphi code.

Create a Connection to Epicor Kinetic Data

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

To successfully connect to your ERP instance, you must specify the following connection properties:

• Url:the URL of the server hosting your ERP instance. For example, https://myserver.EpicorSaaS.com
• ERPInstance: the name of your ERP instance.
• User: the username of your account.
• Password: the password of your account.
• Service: the service you want to retrieve data from. For example, BaqSvc.

In addition, you may also set the optional connection properties:

• ApiKey: An optional key that may be required for connection to some services depending on your account configuration.
• ApiVersion: Defaults to v1. May be set to v2 to use the newer Epicor API.
• Company: Required if you set the ApiVersion to v2.

You can then follow the steps below to use the Data Explorer to create a FireDAC connection to Epicor Kinetic data.

1. In a new VCL Forms application, expand the FireDAC node in the Data Explorer.
2. Right-click the ODBC Data Source node in the Data Explorer.
3. Click Add New Connection.
4. Enter a name for the connection.
5. In the FireDAC Connection Editor that appears, set the DataSource property to the name of the ODBC DSN for Epicor Kinetic.

👁 A FireDAC connection to the ODBC data source. (Salesforce is shown.)

Create VCL Applications with Connectivity to Epicor Kinetic Data

Follow the procedure below to start executing queries to Epicor Kinetic data from a simple VCL application that displays the results of a query in a grid.

1. Drop a TFDConnection component onto the form and set the following properties:

   • ConnectionDefName: Select the FireDAC connection to Epicor Kinetic data.
   • Connected: Select True from the menu and, in the dialog that appears, enter your credentials.

2. Drop a TFDQuery component onto the form and set the properties below:

   • Connection: Set this property to the TFDConnection component, if this component is not already specified.

   • SQL: Click the button in the SQL property and enter a query. For example:

     SELECT CustNum, Company FROM Customers WHERE CompanyName = 'CompanyName'
     

   • Active: Set this property to true.

3. Drop a TDataSource component onto the form and set the following property:

   • DataSet: In the menu for this property, select the name of the TFDQuery component.

4. Drop a TDBGrid control onto the form and set the following property:

   • DataSource: Select the name of the TDataSource.
5. Drop a TFDGUIxWaitCursor onto the form — this is required to avoid a run-time error.

👁 Components in FireDAC used to databind an editable grid to the data source. (Salesforce is shown.)

Execute Commands to Epicor Kinetic with FireDAC Components

You can use the TFDConnection and TFQuery components to execute queries to Epicor Kinetic data. This section provides Epicor Kinetic data-specific examples of executing queries with the TFQuery component.

Connect to Epicor Kinetic Data

To connect to the data source, set the Connected property of the TFDConnection component to true. You can set the same properties from code:

FDConnection1.ConnectionDefName := 'myepicorkinetic';
FDConnection1.Connected := true;

Create Parameterized Queries

Parameterized resources can improve performance: Preparing statements is costly in system resources and time. The connection must be active and open while a statement is prepared. By default, FireDAC prepares the query to avoid recompiling the same query over and over. To disable statement preparation, set ResourceOptions.DirectExecute to True; for example, when you need to execute a query only once.

Execute a Query

To execute a query that returns a result set, such as a select query, use the Open method. The Open method executes the query, returns the result set, and opens it. The Open method will return an error if the query does not produce a result set.

FDQuery1.Open('select * from Customers where CompanyName = :CompanyName',['CompanyName']);

To execute a query that does not return a result set, such as a delete, use the ExecSQL method. The ExecSQL method will return an error if the query returns a result set. To retrieve the count of affected rows, use the TFD.RowsAffected property.

FDQuery1.ExecSQL('delete from Customers where Id= :myId',['x12345']);
i := FDQuery1.RowsAffected;

Related Articles

Below you can find other articles for using the CData ODBC Driver with RAD Studio, Delphi, and C++ Builder.

• DataBind Controls to Epicor Kinetic Data in C++Builder
• Viewing Epicor Kinetic Data in RAD Studio Data Explorer
• Build a Simple VCL Application for Epicor Kinetic Data