We’re an Epicor Public Cloud customer with three environments: ‘Live’, ‘Pilot’ and ‘Third’ .
So far we’ve been working in Pilot. We’re now looking to set up ‘Third’ as a clean test system, which has our base configuration (e.g. Chart of Accounts) and all of our changes/customisations. (E.g. BAQs/ Dashboards/ BPMs / reports / personalisation / menu items). However, I don’t want to carry over any transactional data.
I’ve been trying to create a CAB file in Solutions workbench and have learned some minor lessons. E.g.
- When adding BAQs and menu items to the Solution, there’s no filter to separate the ones we’ve created vs the system ones. (In future, I’d probably add a specific suffix when naming them).
My current question - is anyone aware of a faster way to achieve our goal with setting up the new environment, or is using Solutions Workbench the only approach?
Thanks for any advice