Copy SO customization from one company to another

Running Epicor 10.0.700.4

We have two companies with two different SO screen customizations:

Company A & Customization A
Company B & Customization B

I want to copy the customization from Company A to Company B, help on how to do that?


You simply export the customization from company A and import into company B or open customization A and do a save-as to all companies or just to B.

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Thanks Dan. I should note that I’m not familiar with customizations at all.

With that said, a couple of questions if you don’t mind:

  1. When I do the export/import it doesn’t allow me to change the company ID (and since we have more than two companies, it goes to a different company). How do I force it when I do the import (or after the import) to go to Company B
  2. When I try to do a Save-As I get an error message:

CheckBox01 is neither a DataColumn nor a DataRelation for table XXXDef

Thanks again for the help.

You can import to a specific company by being in that company when you launch customization maintenance. You could also check all companies when you import.


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Got it! Thanks a lot!