Thanks Steven! I've been working on that problem off and on for over a year. Your way of tricking the software worked, I hadn't thought of naming the customizations the same.
--- In vantage@yahoogroups.com, Steven Gotschall <sgotschall@...> wrote:
>
> Thanks Lynn. That worked. I did have to deviate a little from the steps provided.
>
> First let me say that this particular menu call is a little bizzarre. If you call "Customer ship to entry" from the default "blank" ship to ID, you get the regular customer maintenance form, if you call it from one that has a shipto ID number assigned to it, you get a different form called "Customer Ship To Maintenance for Customer: xxxxx". Both of these forms are called by the exact same Precess Key from the same Calling App with the same Menu ID.
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> I had to create a new Sub Process for C:\Client803\client\Epicor.Mfg.UI.CustomerEntry.dll and tie it to my customizaion. Since I already had a customization for Customer Maintenance, I had to name the new one for Customer Ship To Maintenance the same name. If I didn't, then no customization was used when the ID was blank and the Customer maintenance screen was called. By using the same name, I tricked it in using the right customization regardless of which maintenance screen came up.
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> After I figured this out, all I had left to do was to set my new process to my new sub process menu ID.
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> Hope this explination helps anyone else trying to customize this part of Vantage.
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>
>
> ________________________________
> From: Lynn <lynn.khalife@...>
> To: vantage@yahoogroups.com
> Sent: Tuesday, May 5, 2009 8:37:32 AM
> Subject: [Vantage] Re: Customer Ship To Mainenance
>
>
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> I have not done this one, but here is what I would do:
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> 1. Turn on developer mode and go to order entry, open any order that has the ship-to ID populated. Right click just as you would normally do and select Customer Ship To entry. When you see the Process Calling message box, write down the content; you will need it later.
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> 2. From here proceed as you would normally do a customization, choose base only if no one has yet customized this screen, or select the customization that already exists. Then choose Customization from the Tools menu and continue with the customization as you would any other.
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> 3. When you have finished and saved it, you will need to follow different steps to deploy it.
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> 4. Go to MyEpicWeb & download Answerbook # 5681MPS, "Example of deploying a customization to the Sub Process.
>
> Here are the steps for deployment:
> These steps are valid for Vantage versions 8.03.400 and higher.
> 1.Find the Process Key by putting Vantage into Developer Mode then navigate to the call button on the toolbar in Quote Entry
> 2.When the program is called up it will first let you know the Key and Calling AppKey: Epicor.Mfg.UI. CRMCallEntryCall ing App: Epicor.Mfg.UI. QuoteEntry
> 3. Make your modifications to the Call Entry screen and save the customization.
> 4. Take Vantage out of Developer Mode
> 5. Then go to System Management >> Utilities >> Sub Process Maintenance
> 6. From the tree select CRM Call Entry
> 7. Then choose the custom from the Customization list box.8. Save and close
> 8. Then go to System Management >> Utilities >> Process Calling Maintenance
> 9. Go to File >> New
> 10. Enter the Key value that you found during step Two. Epicor.Mfg.UI. CRMCallEntry in the Called Process Reference field.
> 11. Enter the Calling App value you found in step Two. Epicor.Mfg.UI. QuoteEntry in the Called From field* If this field is left blank then the customization will be invoke from anywhere the Epicor.Mfg.UI. CRMCallEntry is call from.
> 12. Set Menu Id to CRGO9999.13. Save and close
>
> Lynn
>
> --- In vantage@yahoogroups .com, "sgotschall" <sgotschall@ ...> wrote:
> >
> > Vantage 8.03.407a
> >
> > There is a context menu on Sales Orders for the Ship To address. If you right click on the Ship To ID when its blank and select Customer Ship To Entry then you bring up the Customer Maintenance screen. But if you select Customer Ship To Entry when there is a Ship To ID in the field, then it brings up something called the Customer Ship To Maintenance screen. I can not find this screen anywhere else and I want to customize it. Anyone have an idea on how I can customize this screen?
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