Last month we went multi-company. One of the strategies we used to make Epicor easier was to create company-specific homepage favorities tiles. Within these tiles, we’d add a favorite from the menu using a specific company context instead of the default ‘Always use current company and site’. This way a user would have fast access to their specific company forms, and not have to constantly change companies in the top right of the homepage.
I’m not sure if this is ‘as designed’ or a bug, but in 10.2.300.12, if a form or dashboard is company-specific (and not ‘all companies’), it will NOT show up on the homepage tile if you’re in the other company. Even though you have access to it via the menus.
Also - If a company-specific form has been deployed to a menu, and we add a company context favorites shortcut to the company tile, it will open the form in the proper company (as set by the favorite), but will NOT use the customization set in menu maintenance.
If we make the customizations or dashboards ‘all-companies’, then we’re not able to have company specific customizations.
Bug, and I submit to Epicor? Or working as designed (and I’m not understanding the logic of it)? Thanks!
When in the company that has that company’s specific Job Cost report:
When in the other company, it disappears from the tile:
FWIW - I see odd behavior with favorites in the Classic Shell, when switching sites (we’re only multi-site, not multi-company)
If a Favorite’s Site proprerty is set to “(default)”, then whatever site was active when this session was launched, is which is used.
For example, a favorite setup as
Will always launch using the site the session opened with.
If I change the site, and then click that favorite, the prior site launches.
In the following GIF, site Gonz was active when the session started. So selecting the favorite launches using the Gonz site. I then switch to the Houston site, and launch that same favorite. I’d expect it to launch as Houston, but it is still Gonz.
@ckrusen Calvin - We currently use the Modern shell, if that matters. I haven’t explored the favorite’s site property. How do I do that? We only have one site in each company (MfgSys). If I right click the icon in the favorite tile, I get the option to rename it, or change the company context (All Companies, Company A, or Company B).
That’s a whole different discussion, no doubt there are a few schools of thought. So I am going to say it depends. It depends on how you dish out security to user/groups and segment things simply on the Parent Menu/Module/Setup/General Ops/Reports structure you have.
Where you have multiple menu items that share the same securityid you have the potential to mess up security, if for some reason you need to change who has access to one menu item and not the other. To avoid it there is a strong argument for having a 1-1 relationship between menuid and securityid, although we all know that is not the case in the out of the box menu security.
In the end I don’t think it is matters…
I have not tried this, but where you have customisations/dashboards that are company specific, have you tried creating a new menu (with the same name) and unique security both only set for that company? I’m guessing you would need to be logged into that company to create the company unique menuid.
I do recall back early on if you created a customisation and you did not check All companies you could never see the customisation in the customisations drop down in Menu Management. It may be related.
Apologies if I’ve diverted the direction of the topic.
