Upgrade renames Menu items

Whenever I make a UI customization, I update the menu to point to the customization, and update the name to include the customization ID. For example,
Part -> Part (PM_02b) for MenuID IMMT1102 (Mtl Mng -> Inv Mng -> Setup -> Part) using customization PM_02b

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It looks like that during an upgrade of 10.1.400 to 10.2.300, the builtin menu items were reset to their original name.

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Is this expected?

I would think this is normal. I have seen our menus change around substantially for the built in menus both for order and name.

I can see the rationale why they should be reset (so that they match the info in Help).

Was just curious, and wanted to make sure I didn’t miss something during the update process.

What we do is change the form text to include the customization version in the form title. That doesn’t help before opening the form but this way if someone has an issue we know what version of the customization is being used.

You could always create a BAQ export of the menuid and name, then dmt the updates back in after an upgrade to retain the naming you desire. Extra steps but a small price to pay for consistency for the user.

We do that too.

I just like the Menu item to match the Form, and the form to include the Customization ID.

But I really need to start using the FormLoad event to set it. I can’t count how many times I’ve forgot to manually update the form’s titlebar text. :frowning:

Whenever you do an upgrade, The Stock Epicor items will typically all get refreshed. Thus your custom Part Menu Item retained the Menu Name you gave it, but the Stock Part Menu Item got refreshed to the Epicor Naming convention.

The other problematic thing you could run into is if Epicor changes the Menu Order Sequence. I ran into that during the upgrade from 9.05 to 10.2.300 - went to change something, and got an error saying that Order Sequence was already being used, even though I didn’t change it on the Menu Item I was setting a customization on.

If you need to have the Part Menu Items identified in the menu, you might want to add another Custom Part icon, and uncheck the Enabled Checkbox for the Stock Part Menu Item. That way you won’t have to continually fix it during every upgrade.

I need to select a customization on a built-in menu so that the “Open with…” right-click launches my customization.

For open with you can change Menu id which you want to open

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And this is what makes epiusers.help so awesome.

I’m a 12 year user (since Vista 4.0), and did not know this existed!

Just make sure you have the customize checkbox checked when you make the changes or they only apply to you not everyone.

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This guy?

It is checked, but any idea why it is disabled?

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which version you are ?

10.1.400.

And you? Your screen shot doesn’t show that in the toolbar

10.2.400

checkbox in context Menu tab

That makes sense. Really odd to put a control related to a record, in the title bar.