Context menu to show up for all users

Epicor ERP 10
10

Ok I think I got it, for other poor tortured souls, here was my problem and step by step how to fix it:
Problem: to test I created a personalized context menu, and then I wanted to deploy it i just went in per the Customization User Guide p.572 (10.1.600) and I checked the customization checkbox and setup the new entry. And as previously mentioned this causes conflicts, so I tried to delete my personalization but that wasn’t enough, here is what I did:

  1. Open Context Menu Maint & enable Customization Mode
  2. Recall the Context Menu, note the Current Status (probably not ‘Base’)
  3. Delete the Context Menu via the toolbar (don’t worry you can’t delete base). A warning message will appear, say ok.
  4. Clear the form,
  5. Disable customization Mode
  6. Recall the Context Menu & Note the Current Status (probably not ‘Base’)
  7. Delete the Context Menu via the toolbar. Answer ‘OK’ to the warning message.
    8 Clear the form.
  8. Make sure customization mode is disabled.
  9. Recall the Context Menu
  10. Delete the Context Menu, at this point I rec’d an error message that I could not delete base, so I know I was really at base.

Modify the Context Menu for everyone:

  1. Clear the form
  2. Enable customization mode
  3. Recall the Context Menu
  4. Add the Menu Item and save
  5. Note that the Current Status is now Customization.

For me this is when it worked consistently.

To complicate matters, I was working with the JobHead.JobNum Context menu and apparently there is a rouge version out there that is not the one called up in Context Menu Maintenance. The context menu in Job Entry & Mass Issue is not the same. After completing the above steps the one for Mass Issue was correct, which is all I ever needed anyways.

So glad this is done.

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