Steps to extended Tables in Epicor

Epicor ERP 9
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1

Hello,

Does anybody have some clear steps on creating UD field in Epicor 9, I would like to extended the quote table so i can add a drop down list for “FOB” (basically copy the same that in the sales order).

It means that i need to

  1. Define a UD field
  2. Customise the screen to add that field
  3. Create a new Report Data Definition to add that field
  4. Modify the quote report to add that field

Any help on create the UD field would be great.

Thanks in advanced.

2

There are steps for everything you outline here in the Customization guide
https://epicweb.epicor.com/doc/Docs/EpicorUserExpCust_UserGuide_905700_Part1of3.pdf
https://epicweb.epicor.com/doc/Docs/EpicorUserExpCust_UserGuide_905700_Part2of3.pdf
https://epicweb.epicor.com/doc/Docs/EpicorUserExpCust_UserGuide_905700_Part3of3.pdf

and the Ice Tools guide
https://epicweb.epicor.com/doc/Docs/EpicorICETools_UserGuide_905700_Part1of3.pdf
https://epicweb.epicor.com/doc/Docs/EpicorICETools_UserGuide_905700_Part2of3.pdf
https://epicweb.epicor.com/doc/Docs/EpicorICETools_UserGuide_905700_Part3of3.pdf

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