SW has come a long way, we were able to export/import our SSRS RDD & Styles. The other BPMs, BAQ/Dashboards, were not done that way when we pulled them from our Pilot/Test DBs.
We were just in the habit of direct import the BAQs in BAQ Designer and such.
Vote for Configurators and associated Configurator Lookup Tables to be added to the SW. 
@Bart I use Solution Workbench for tracking, however usually development is done in a Test or Dev environment and I build the Solution Package in SW but when I import the package into the Live environment it installs everything fine but it doesn’t import the SW data so I end up recreating the SW records, anyway this could be added so that SW would end up showing everything that was installed or manually created?
I don’t mind recreating the SW in the Live as I use it as a confirmation against Test/Dev that everything made it.
Or maybe I’m missing something or doing something wrong?
If you have an Epicor Project Control Centre SharePoint site (which I think each customer has) you can log customisations there.
You could leverage the ERP Analyzer to start with a very detailed and accurate baseline of what exists within your database.
Here is a dashboard by Doug Kros at Epicor which was posted publicly. It lists pretty much everything you would need. I’m using it on 10.1.500.11
We use a system similar to the Excel spreadsheets mentioned, but in the cloud-based SmartSheet tool. In addition to the data in the spreadsheet where we list the names of UD fields, BPMs, BAQs, etc. SmartSheet allows files to be attached to each line, so solution documents, screenshots, or even an exported customization can be attached. It has built in commenting, update requests, and even an online form tool for new submissions. Accessibility is much improved over Excel or SharePoint, since it’s cloud-based, simple and you can control who can edit vs. just view a sheet. It’s nothing fancy, but has been a real life-saver.
It depends on which data you are discussing. If you are discussing ‘seed data’ for the apps modules - that’s still manual unfortunately. We do support vanilla SQL scripts now in 10.2 though:
This allows you to leverage any data tools you have to ‘diff’ dbs and packages them as a sql insert script. ( I personally like Redgate but any should be fine). Review in help @ Solution Workbench > Detail > Database Scripts
Bumping an old topic but THANK YOU @markb_wi and @dkros for this post. I just imported it into my 10.2.100.33 that inherited from many cooks in the kitchen. I’m a bit overwhelmed by the sheer volume of stuff it turned up, but at least I know what’s there. Works beautifully.
I have been using a modified version for the last few months and it is a wonderful asset! Such feature should have been part of Epicor vanilla! … i will look at the Epicor suggestion page if anyone has added this feature…to vote on!! if not will add it!
Pierre
Ben woyons donc, I didn’t even think of that
There is one for the Unique Business Component Tracker, which is a similar tool that the SaaS team uses to track changes. I believe it’s an SQL script. Doug’s uses BAQs and doesn’t work for all tabs because SaaS users don’t have access to all the same tables.
There may be other choices soon… 
J’ai pas le temps pour le moment de le créer alors si tu veut bien ce serait super! J’irai mettre 3 votes dessus!
Pierre
In fact it’s already there… only 4 votes… now 5…
Fair enough… but even if I thought Epicor’s cloud version was mature enough for us, our internet in the industrial parks where our plants are, is not. I think I’m on-prem for at least 5 years, and I’d love to see either option. I have looming upgrades…
Now 6 
If there are empty lots in your business park you might be able to get the city to chip to bring fiber to the park. Or lobby other businesses in the park. The run from downtown is usually the expensive part but the city will think of it as infrastructure. It’s happened twice in my area, towns of 10-12,000 people
we have fiber, and enough bonded T1s to give us 30.0 for backup. That’s not an issue. I went a year without an unplanned windows reboot, but in that year our metro area (4 million-ish people) lost half its commercial internet twice. Once for an hour due to aggressive vines on an overloaded pole some 25km away, and once in an access pit, seemingly due to aggressive frost. That time it was 15 hours. We reserved the T1s for VoIP, inter-plant replication, and email, but zoom and other things were too much. Very, very glad Epicor was on-prem.
Somebody who shall be nameless from a company we all know and love, today mentioned a tool available to analyse a setup against a new release, and flag all conflicts, schema changes, deprecated nuts and bolts, etc; then quickly backpedaled and said he’d better be careful what he said and wasn’t sure. Someone senior to him coughed meaningfully (or maybe I imagined that 
) .
Anyhow, it definitely caught my attention and I wonder if anyone else knows what that might be? I haven’t actually followed up and asked for it, but it sure sounds cool.
I thought that was called the Epicor ERP Analyzer. You need to go to the Epicor Upgrade Portal and register to download it. There is also the Database Packer utility, which you can use to send your database to support (all encrypted and to the correct jurisdiction, which is nice).
Link here https://upgradeservices.epicor.com/
