Some people have the option in Order Entry to open with Customer Credit Manager and some don't

Epicor ERP 10
1

Hello,

I have not had to deal with this before so no idea where to look.

I have one person who can, in Order Entry, right click the customer and select Customer Credit Manager.

I then have another person who can’t see that option.

Where do I go to set up who sees the open with options in Order Entry?

All help is appreciated.

Thanks,

Shawn

2

This is controlled by the Context Menu Maintenance screen.

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3

I was poking in there but can’t find the specific one. Do you know how I could find it?

4

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5

This is what I see on that screen.
BTW, I am on 10.1.500.23

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6

if it is not available add here

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7

Just to see if I understand.

I need to add it by logging in with the username that needs it?

Or Checking the box that says Customization mode and saving to make it available to everyone?

8

Select the Customization Mode check box. When you create a custom context menu in this mode, your context menu changes are available to all users.

Deselect the Customization Mode check box. When you create a custom context menu in this mode, your context menu changes are only available for the current user.

9

I created it and tested like you said, works like they want.

I appreciate the help!

Thanks,

Shawn

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