Managing Customizations across business units

Epicor ERP 10
1

Epicor 10. We are looking at deploying a separate instance for one of our companies and adding a company to our own instance. We want to share our dashboards and things with these other two companies.

Curious how multi-company setups are managing their custom fields, menus, customizations, dashboards and BPM deployment across companies? And across multiple stand-alone instances?

How can you track what everybody has and is doing?
If you want to harmonize what everyone is has, how is that possible?
It looks pretty manual. Does everybody use an alphanumeric code or put intelligence into the naming scheme for customizations?
Do you use a centrally managed and rigid approval / deployment program?

2

We have a number of different companies in our environment, most of the screens and BPMs are used by all (and we set them for all companies for screens, Company Independent for BPMs) and some are specific. What is nice is that specific overrides all, so you can put a customization or BPM that is only in the company that uses it, with the same name, and that company will use that one instead (and you don’t have to modify the menu). What we don’t have is an easy way to tell which things are for what company only.

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