We are currently implementing Epicor and just starting to familiarize ourselves with basic customizations. To help educate ourselves on all the different ICE tools and get familiar with them, we wanted to see if we could implement a simple customization using a few different techniques. Our goal was to make the system throw an exception/error when clicking “Create” after launching the “Quote Order Wizard” within “Opportunity/Quote Entry” if the “Need By” date was blank. We wanted to see if we could first achieve this through a BPM method directive so that this logic would be applied in both UIs and then we were going to test our abilities using “Events” within “Application Studio” to see if we could achieve the same result in Kinetic solely.
However, when trying to determine what Service Method to attach the method directive, we discovered that the Kinetic UI and Class UI utilize different service methods when clicking “Create” in the “Quote Order Wizard.” Can anyone confirm whether or not this type of situation is prevalent throughout the application? Recently, we reached out to Epicor about developing a customization for us, and the consultant assigned let me know that for the time being (while Classic and Kinetic forms are still available), they plan to continue using BPM directives almost exclusively to implement custom application logic so that the logic is applied across both UIs. But what’s the point of that if they use different service methods to accomplish the same task? I then have to create multiple directives. This also feeds into a bigger question that I have…
What’s everyone’s approach to customizations with the updated interface? I know that this limbo phase where both UIs are available and need to be supported by existing and new customizations makes it murkier, but what will be the best way to customize the system when the Classic UI no longer exists? Will be it be solely in “Application Studio”? Will BPM directives still play a role depending on the scenario? I know that the BPM directive maintenance screens haven’t been lifted to Kinetic yet, but I would assume that they have to be unless there is going to be a conversion process for creating events from BPM directives. I’m really just curios as to the different philosophies regarding customizations both now and in the future.
