Set the current customization as base in test environment
put the customization that I want to merge on top of that.
3a. Save it as a new customization, “customization X”.
3b. Then export the customization X from test?
go to live- import customization X
set the customization on the menu… that will now include the orginal customization and the new one?
haha no, there is such a thing as a Base Extension in Epicor. Which can sit a Top of Epicor Base but Below a regular customization. Let me put something together for you.
Here you go @utaylor. If someone wants to watch the video and write up some steps to add to this thread then go for it. (Make sure you up the quality of the video to 1080p otherwise you can’t see )
@josecgomez please let me know if I need to change anything in here. I am a formatting disaster on this site…
This process will show how to create a base extension from a customization to allow layering of another customization on top of the base extension. A base extension sits right above Epicor, right above “base.” You can only do this process once, you can’t keep layering and layering (i.e. add a third customization).
1. Open the first customization in developer mode.
2. Export the customization and save it to a folder.
3. Then open the file in VS code or some text editor.
4. Change the customization into a base extension by changing the TypeCode AND he ProductID of the XXDef Object in the XML:
a.
5. Change the name in key1 to something based on best practices like "MyCustomization_BE," the "BE" meaning base extension.
6. Go back into Epicor in developer mode and import the customization file you just changed in steps 1-5.
7. Now open your second customization in developer mode.
8. Export your second customization.
9. Open the second customization in VS code or a notepad.
10. Insert a value in the Key 3 field of the XXXDef object with the value of your base extension prefaced by "BaseExtension^".
a. So the value would be "BaseExtension^FirstCustomization_BE"
b.
11. Now import the modified customization into your system.
NOTE - If you want to modify the first customization, the one you made into a base extension, you need to have a copy of it as a customization that you can re-import, make the desired changes, and then follow steps 1-6 reimporting it with the same base extension name.