V8-809 Customization Question

Yahoo Archive
1
You got some good responses last week to this question. We put a lot of work into this.

If you change the context menu, it will get changed back with the next patch. So that is a bother.

The problem is that there might be five instances of the screen you customized, and if you don't update every one of them in the Menu Maintenance, the context menu might send users to one that was not updated. So the key is to make sure you modify every one of them. Or you can look in the context menu to see which one it sends people to, and make sure that one is updated to use the customization.

There is also a security issue here that drove us crazy for a while. We originally set up our security in as simple a way as possible. For example, we had a group called Production Control and gave them permission into the Job Management General Operations folder so they could create jobs. All the items in the Job Management General Operations folder could then be set to "Allow Access to all Groups/Users", and only Production Control could get to them. (This is a simplification). But now someone not in the Production Control group could right-click on another screen and get to Job Entry and actually make changes. What is odd is that the context menu does not always send users to the location in the menu structure that you might assume. So we had to make an extensive study of the context menu file to see where all the right-clicks led to, and then had to make sure the security was set specifically and properly at those locations. I hope that makes sense. In doing that research, we found that some of the locations in the context menu were changed from patch to patch. So caveat emptor and good luck.

Peter Volkert
Director, Information Systems

Symetrics Industries, LLC.
2
I can't be the only one with customized forms, so here goes.....

My customizations only seem to apply to master files when entered only from
the Vantage menu.

Created our form customizations (i.e., Part Entry) Updated via Menu
Structure to use the customization. Everything works fine when you enter
Part Entry from the Vantage menu. Then right-click (from anywhere in
Vantage) on a Part Number field to go into Part Entry, the default Part
Entry screen opens NOT my customized version.

It is a great feature in Vantage to be able to right-click and go directly
to the entry screens. The customization not only contains the form and field
layouts, but it also contains the data validation logic. The customizations
of data validation is also being bypassed. If our customizations are not
applied, it becomes more than a pointless feature.

This applies to all the customizations done thus far (Part, Sales Order, Job
Order, Customers, Suppliers, Packing Slips, AR & AP Invoicing.) You can
only access the customizations when you access the module from the menu.
Does anyone know of a way to have customizations apply to the "right-click"
entry method?

Has anyone run into this with customized trackers?

In the event this cannot be done, any suggestions other that writing
multiple BAMs to ensure data validation on update? Or is there a way to
disable the "right-click" entry option?

Thanks in advance,
Calvin


[Non-text portions of this message have been removed]
3
I'm still learning about customizations but the answer to your issue is
to apply the customization to the process not the menu item.

Again, I am not an expert yet...but I think you want to use 'Sub Process
Maintenance' under System Management -> Utilities



Thanks,

Joe Rojas

IT Manager

TNCO, Inc.

781-447-6661 x7506

jrojas@...



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Calvin Dekker
Sent: Thursday, August 31, 2006 9:34 AM
To: vantage@yahoogroups.com
Subject: [Vantage] V8-809 Customization Question



I can't be the only one with customized forms, so here goes.....

My customizations only seem to apply to master files when entered only
from
the Vantage menu.

Created our form customizations (i.e., Part Entry) Updated via Menu
Structure to use the customization. Everything works fine when you enter
Part Entry from the Vantage menu. Then right-click (from anywhere in
Vantage) on a Part Number field to go into Part Entry, the default Part
Entry screen opens NOT my customized version.

It is a great feature in Vantage to be able to right-click and go
directly
to the entry screens. The customization not only contains the form and
field
layouts, but it also contains the data validation logic. The
customizations
of data validation is also being bypassed. If our customizations are not
applied, it becomes more than a pointless feature.

This applies to all the customizations done thus far (Part, Sales Order,
Job
Order, Customers, Suppliers, Packing Slips, AR & AP Invoicing.) You can
only access the customizations when you access the module from the menu.

Does anyone know of a way to have customizations apply to the
"right-click"
entry method?

Has anyone run into this with customized trackers?

In the event this cannot be done, any suggestions other that writing
multiple BAMs to ensure data validation on update? Or is there a way to
disable the "right-click" entry option?

Thanks in advance,
Calvin


[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
4
Afternoon,

You can modify the context menu to point to your customized Part
Entry or remove the Part Entry link altogether.

Locate the ContextMenu.xml file in \epicor\oe100b\Client\res
Find the following entry and change JCMT1020 to the Menu Id of your
customized Part Entry Form.
<MenuItem>
<Name>Part Entry</Name>
<ProcessCall>JCMT1020</ProcessCall>
<ProcessType>BaseForm</ProcessType>
</MenuItem>

This file is in the client folder so each client will need to have
the updated version. To update all clients at once modify the
ContextMenu.xml in the client folder on your server then increment
the version value line in
the "\epicor\oe100b\Client\congif\default.mfgsys" file on your server
( or the configuration file your clients use ). Locate the line
<Version value="8.00.809a" /> in the <appSettings> area and change it
to something like <Version value="8.00.809a1" />. Make sure your
increment will not conflict with the next value that Epicor will use.


Wenham



--- In vantage@yahoogroups.com, "Joe Rojas" <jrojas@...> wrote:
>
> I'm still learning about customizations but the answer to your
issue is
> to apply the customization to the process not the menu item.
>
> Again, I am not an expert yet...but I think you want to use 'Sub
Process
> Maintenance' under System Management -> Utilities
>
>
>
> Thanks,
>
> Joe Rojas
>
> IT Manager
>
> TNCO, Inc.
>
> 781-447-6661 x7506
>
> jrojas@...
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of Calvin Dekker
> Sent: Thursday, August 31, 2006 9:34 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] V8-809 Customization Question
>
>
>
> I can't be the only one with customized forms, so here goes.....
>
> My customizations only seem to apply to master files when entered
only
> from
> the Vantage menu.
>
> Created our form customizations (i.e., Part Entry) Updated via Menu
> Structure to use the customization. Everything works fine when you
enter
> Part Entry from the Vantage menu. Then right-click (from anywhere in
> Vantage) on a Part Number field to go into Part Entry, the default
Part
> Entry screen opens NOT my customized version.
>
> It is a great feature in Vantage to be able to right-click and go
> directly
> to the entry screens. The customization not only contains the form
and
> field
> layouts, but it also contains the data validation logic. The
> customizations
> of data validation is also being bypassed. If our customizations
are not
> applied, it becomes more than a pointless feature.
>
> This applies to all the customizations done thus far (Part, Sales
Order,
> Job
> Order, Customers, Suppliers, Packing Slips, AR & AP Invoicing.) You
can
> only access the customizations when you access the module from the
menu.
>
> Does anyone know of a way to have customizations apply to the
> "right-click"
> entry method?
>
> Has anyone run into this with customized trackers?
>
> In the event this cannot be done, any suggestions other that writing
> multiple BAMs to ensure data validation on update? Or is there a
way to
> disable the "right-click" entry option?
>
> Thanks in advance,
> Calvin
>
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
5
Hello

I recomed also to go directly to the menu table in the DB (in my case we
have SQL and is easier) and apply the customizations to all part entry
options, by doing these you will be sure that all differents ways to get
that screen will have the customization

the field you need to update is "arguments" with: -c "custname"

Thanks,
Jose Ferrer


>From: "Wenham Burnett" <burn0051@...>
>Reply-To: vantage@yahoogroups.com
>To: vantage@yahoogroups.com
>Subject: [Vantage] Re: V8-809 Customization Question
>Date: Thu, 31 Aug 2006 18:48:47 -0000
>
>Afternoon,
>
> You can modify the context menu to point to your customized Part
>Entry or remove the Part Entry link altogether.
>
> Locate the ContextMenu.xml file in \epicor\oe100b\Client\res
> Find the following entry and change JCMT1020 to the Menu Id of your
>customized Part Entry Form.
> <MenuItem>
> <Name>Part Entry</Name>
> <ProcessCall>JCMT1020</ProcessCall>
> <ProcessType>BaseForm</ProcessType>
> </MenuItem>
>
> This file is in the client folder so each client will need to have
>the updated version. To update all clients at once modify the
>ContextMenu.xml in the client folder on your server then increment
>the version value line in
>the "\epicor\oe100b\Client\congif\default.mfgsys" file on your server
>( or the configuration file your clients use ). Locate the line
><Version value="8.00.809a" /> in the <appSettings> area and change it
>to something like <Version value="8.00.809a1" />. Make sure your
>increment will not conflict with the next value that Epicor will use.
>
>
>Wenham
>
>
>
>--- In vantage@yahoogroups.com, "Joe Rojas" <jrojas@...> wrote:
> >
> > I'm still learning about customizations but the answer to your
>issue is
> > to apply the customization to the process not the menu item.
> >
> > Again, I am not an expert yet...but I think you want to use 'Sub
>Process
> > Maintenance' under System Management -> Utilities
> >
> >
> >
> > Thanks,
> >
> > Joe Rojas
> >
> > IT Manager
> >
> > TNCO, Inc.
> >
> > 781-447-6661 x7506
> >
> > jrojas@...
> >
> >
> >
> > ________________________________
> >
> > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
>Behalf
> > Of Calvin Dekker
> > Sent: Thursday, August 31, 2006 9:34 AM
> > To: vantage@yahoogroups.com
> > Subject: [Vantage] V8-809 Customization Question
> >
> >
> >
> > I can't be the only one with customized forms, so here goes.....
> >
> > My customizations only seem to apply to master files when entered
>only
> > from
> > the Vantage menu.
> >
> > Created our form customizations (i.e., Part Entry) Updated via Menu
> > Structure to use the customization. Everything works fine when you
>enter
> > Part Entry from the Vantage menu. Then right-click (from anywhere in
> > Vantage) on a Part Number field to go into Part Entry, the default
>Part
> > Entry screen opens NOT my customized version.
> >
> > It is a great feature in Vantage to be able to right-click and go
> > directly
> > to the entry screens. The customization not only contains the form
>and
> > field
> > layouts, but it also contains the data validation logic. The
> > customizations
> > of data validation is also being bypassed. If our customizations
>are not
> > applied, it becomes more than a pointless feature.
> >
> > This applies to all the customizations done thus far (Part, Sales
>Order,
> > Job
> > Order, Customers, Suppliers, Packing Slips, AR & AP Invoicing.) You
>can
> > only access the customizations when you access the module from the
>menu.
> >
> > Does anyone know of a way to have customizations apply to the
> > "right-click"
> > entry method?
> >
> > Has anyone run into this with customized trackers?
> >
> > In the event this cannot be done, any suggestions other that writing
> > multiple BAMs to ensure data validation on update? Or is there a
>way to
> > disable the "right-click" entry option?
> >
> > Thanks in advance,
> > Calvin
> >
> >
> > [Non-text portions of this message have been removed]
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>

_________________________________________________________________
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6
we have several customizations. Job entry for one. We were able to accomplish this right click and launching the customized version by creating entries with the "Sub Process Maintenance" utility. I am not at work at the moment to give you any more details than that.


Tom Morrison


-----Original Message-----
From: Calvin Dekker [mailto:calvin@...]
Sent: Thu 8/31/2006 9:33 AM
To: vantage@yahoogroups.com
Subject: [Vantage] V8-809 Customization Question

I can't be the only one with customized forms, so here goes.....

My customizations only seem to apply to master files when entered only from
the Vantage menu.

Created our form customizations (i.e., Part Entry) Updated via Menu
Structure to use the customization. Everything works fine when you enter
Part Entry from the Vantage menu. Then right-click (from anywhere in
Vantage) on a Part Number field to go into Part Entry, the default Part
Entry screen opens NOT my customized version.

It is a great feature in Vantage to be able to right-click and go directly
to the entry screens. The customization not only contains the form and field
layouts, but it also contains the data validation logic. The customizations
of data validation is also being bypassed. If our customizations are not
applied, it becomes more than a pointless feature.

This applies to all the customizations done thus far (Part, Sales Order, Job
Order, Customers, Suppliers, Packing Slips, AR & AP Invoicing.) You can
only access the customizations when you access the module from the menu.
Does anyone know of a way to have customizations apply to the "right-click"
entry method?

Has anyone run into this with customized trackers?

In the event this cannot be done, any suggestions other that writing
multiple BAMs to ensure data validation on update? Or is there a way to
disable the "right-click" entry option?

Thanks in advance,
Calvin


[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
7
Just wondering if anyone is running 803 and if things seem to be
working? I noticed the downloads on the epicor website. Didn't
know where this latest release stands. The are a few updates
that we would like to take advantage of asap.



Thanks,



Norman Hutchins Jr.

Network Administrator



Howell Laboratories, Inc.



"Dreams are today's answers to tomorrow's questions." -- Edgar
Cayce



[Non-text portions of this message have been removed]
8
I am up and running this morning (test mode). I called my CAM and
requested the disks as we are going to move from 6.1 right into 803.



Bruce Butler

IT Manager

Knappe & Koester, Inc.

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Norman Hutchins
Sent: Tuesday, September 05, 2006 1:48 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Anyonw running 803?



Just wondering if anyone is running 803 and if things seem to be
working? I noticed the downloads on the epicor website. Didn't
know where this latest release stands. The are a few updates
that we would like to take advantage of asap.

Thanks,

Norman Hutchins Jr.

Network Administrator

Howell Laboratories, Inc.

"Dreams are today's answers to tomorrow's questions." -- Edgar
Cayce

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]