We have customization created for one of the companies that we now want to roll out to all of our companies on the Part Tracker module. We thought the fastest way to get this done would be to export the customization, import it as a new name and mark the checkbox for all companies. However, when we run the import at the customization screen we get the following error:
Has anyone found a way around this?
Also, if there is a better way of rolling a customization out to all companies I would greatly appreciate that as well.
First, The UI customization must be marked as ‘all companies’ like you mentioned earlier.
Second, Menu Maintenance is by default global. If you go to Menu Maint in any company and alter the menu item to include a UI customization, everyone in all companies will see it - unless you mark that menu item as Company specific.
Kind of. When I go to add a customization to the default global entries its grayed out. The normal process around this is to copy the menu item to the current company I am in and add the customization there. For part tracker this would mean I have to do that process for every entry for the part tracker times our number of companies to roll this out.
Hold on
UI customization marked as all companies - check.
Assume this is in Company A - check.
Menu Maintenance in Company A - check.
Yes - you will have to do it for each menu instance of Part Tracker. There is not an easy way around that - unless you are willing to get into SQL and do some mucking about. I do run a SQL query to find all the menu locations of a particular item so I know I get them all, but I don’t do an update of that table.
But this certainly will allow every company to have that UI customization on Part Tracker. If that is not your case, you’ll have to take a harder look at some things - as I said, the menu is global by default.