Is there a way to list every customization we have made to Epicor, including reports, BAQs, Dashboards, method/data directives, custom fields, etc. We are planning to upgrade from 10.1.500 to 10.2.300 and I am currently making a list of everything we have changed. Looking at Solution Workbench I can see the customizations, but a whole lot more is displayed there and if a customization was named poorly, it is hard to find.
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Ask your CAM about Epicor Upgrade Services Portal and the ERP Analyzer. It is free and gives you all the information you are looking for and more.
Thanks, that tracker is very handy. I have also contacted our CAM for access to the Upgrade Portal.
And there’s always Customization Maintenance under Sys Mngmnt -> Upgrade/Mass Regen
Here’s a screen shot showing our customization of the Part entry screen
Sorry to revive this thread…but…
Just downloaded this file and WOW ! A Smorgasbord of all changes we have made!
Such a dashboard should be part of Epicor as a basic menu !
Pierre