Fantastic post Mark, thank you so much for sharing. I found some very complicated ways to try to accomplish this, which didn't work for me. This is simple and worked right from the get-go!
Cheers,
Chris Heins
PNY Technologies
Cheers,
Chris Heins
PNY Technologies
--- In vantage@yahoogroups.com, Mark Wagner <mjfw2003@...> wrote:
>
> Â
> Melissa, here are some tech tips for deploying sub process customizations which may help you
> Â
> Summary: CUST DEP Example of deployment Gotcha(s)
> Book: Support Solutions
> Page: 5439ESC
>
> INTERNAL TECH TIP - Â Beverly Sims Notes.
> PAGE NO:
> 5439ESC
>
> SUMMARY: Example of deployment Gotcha(s)
>
> Some items on the Action menus are not separate assemblies (dlls) but are contained in the same assembly as the main UI form. When you customize these sub forms you need to create a customization of the main UI form with the same name as the customization for the sub form. When the customization is attached to the menu item for the main form, the sub forms customization will also be applied.
>
> Example 1:
> Adding a new Receipt Line to Invoice Entry in AP.
> Although you are not using an Action to enter a New Receipt Line this process which is App.InvoiceEntry.ReceiptSelection is really not a separate assembly but part of the Epicor.Mfg.InvoiceEntry assembly. So the gotcha still applies.
>
> Steps to create the customization
> 1) turn on develper mode.
> 2) go into Finance Mgmt > AP > General Operations > Invoice Entry
> 3) Select tools > Customization and create any kind of customization maybe add a label or a text box, you may even create a blank one. Save the customization and give it a name like AddLabel
> 4) Close the customization tools dialog
> 5) Create a new group for Invoice entry.
> 6) Create a new receive line (select file > New Receipt Line.
> 7) Open customization mode and make any kind of customization maybe add a label or a text box.
> 8) Save the customization being sure to give it EXACTLY the same name as you did in step 3. In this example AddLabel
> 9) Exit the customization dialog
> 10) Exit out of AR Invoice Entry
>
> To Deploy
> 11) Go System Management > Utilities > Menu Maintenance
> 12) Navigate through the tree until you get to AP > General Operations > Invoice Entry
> 13) Select your customization (AddLabel) and save
>
> To Test
> 14) Logout and back into Vantage.
> 15) Go to Finance mgmt > AP > General Operations > Invoice Entry
> 16) Create a new group
> 17) Select File > New Receipt Line
> You should see the customization on both Invoice Entry and when you select a New Receipt Line.
>
>
> Example 2:
> Modification to Mass Receipts Entry which is an Action in Material Management > Shipping/Receiving > General Operations > Receipts Entry.
>
> The deployment of a Mass Receipts Entry customization falls under the deployment gotcha rule.  You need to created a customization to Receipts Entry and give it a name.  The customization maybe blank.  Next make your changes to  Mass Receipts entry being sure to give it exactly the same name as the one you just created for Receipts Entry.  To deploy use Menu Maintenance and deploy the one you created for Receipts Entry.  Because Mass Receipts is in the same assembly as Receipts Entry the customization for Mass Receipts entry will automatically be deployed.
>
>
> Example 3:
> Modification to the Create Sales Order which is an Action in Sales Management > Quote Management > General Operations > Opportunity Quote Entry.
>
> The deployment of a Create Sales Order customization falls under the deployment gotcha rule.  You need to created a customization to Quote Entry and give it a name.  The customization maybe blank.  Next make your changes to  Create Sales Order  being sure to give it exactly the same name as the one you just created for Quote Entry.  To deploy use Menu Maintenance and deploy the one you created for Quote Entry.  Because Create Sales Order is in the same assembly as Quote Entry the customization for Create Sales Order will automatically be deployed.
>
> Example 4:
> Modification to the Part View Cost screen, which is an Action in the Method Tracker.
>
> The deployment of a View Part Cost customiztion falls under the deployment gotcha rule. Â You need to create a customization to the Method Tracker and give it a name. Â This can be a blank customization. Â Next make your changes to View Part Cost begins sure to give it exactly the same name as the one you just created for the Method Tracker. Â To deply use SubProcess Maintenance and deploy the one you created for the Method Tracker.
>
> The above work when you run the View Part Cost from within either Part Maintenance or Part Tracker:
> 1) Open Part Tracker
> 2) Select a manufactured part (e.g. 4600-1)
> 3) Select the revision tab
> 4) right click in the Part Number field and Open With.... Method Tracker
> 5) On the Method Tracker screen select Action >> ViewCost
>
> The above does NOT work when you run the View Part Cost from the Engineering Work Bench.
> For this to work we also had to create a blank customization (with the same name) to the Engineering Work Bench. Â To deploy we used Menu Maintenance and deployed the customization created for the Engineering WorkBench.
>
> Example 5:
> Modification to the MES Log-in screen or the MES Shift forms
>
> The the Log In and Shift forms do not have their own menu id and fall under the deployment gotcha rule. Â You need to create a customization to the main MES form. Â This maybe a blank customization. Â You then need to create your customization to the Log In or Shift form and save it with the exact same name. Â You may then deploy the customization to the MES form and it will invoke the ones for Log In and Shift.
>
> See answerbook 4306MPS for insructions on how to deploy a customization to the Main MES menu.
>
> Example 6:
> Modification to Ship To Maintenance.
>
> The Ship To Maintenance UI can be seen by opening a sales order with a shipto already assigned using Order Entry.  In the shipto field right click and bring up ShipTo Entry.  Ship To Maintenance  is in the same assembly as Epicor.Mfg.UI.CustomerEntry and look similar to Customer Entry with many of the tabs/sheets removed.
>
> To deploy a customization to Ship To Maintenance you need to created a customization to Customer Maintenance and give it a name.  The customization maybe blank.  Next make your changes to  Ship To Maintenance being sure to give it exactly the same name as the one you just created for Customer Maintenance.  To deploy use Menu Maintenance and deploy the one you created for Customer Maintenance.  Because Ship To Maintenance  is in the same assembly as Epicor.Mfg.UI.CustomerEntry the customization for Ship To Maintenance will automatically be deployed.
>
>
> --- On Mon, 6/8/09, melissa hietala <kevmel822@...> wrote:
>
>
> From: melissa hietala <kevmel822@...>
> Subject: [Vantage] Applying Customization
> To: vantage@yahoogroups.com
> Date: Monday, June 8, 2009, 3:23 PM
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> I need to apply a customization to the "Material Price Break Maintenance" screen. This screen is launched within Quote Entry when a user clicks on the "Price Breaks" button under the "Materials" tab. I generally go into "Menu Maintenance" to apply customizations, but I can't seem to find this form anywhere to actually apply the customization. Is there something I am missing? Thanks for your help. Â
>  Dustin Biniek  Â
> UMC, Inc.
> DustinB@ultramc. com
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