Good afternoon, Our company implemented Epicor about a year ago. As you can imagine we’ve been very fast and loose with getting changes out there. I am the only person within the company currently working on customizations and early on the company had many consultants come through who have customiz…

[image] jott: I will probably have to look for a way to better track it in SharePoint as I don’t think we’ll want to purchase another subscription right now. I thought Discourse was free?

[image] jott: Your team’s system looks pretty good though. Its literally the software running this forum :yum: it was easy to use and well known to all of us. But anything is better than just leaving it. We just inherited a nightmare of a system from a differetn company we aquired and when I…

I looked it up and looked like the cheapest tier is $50/month. Maybe that is if they host it?

Thanks for the motivation lol. That is me right now.

[image] jott: Maybe that is if they host it? Yes that’s if the host it we just spun it off on a little box in our datacenter its FLOSS so as long as you can host it , it costs you nothing. Confluence is better (it is made for this) and for a very small team it free. 10 people I believe.

[image] Mark_Wonsil: Depending how the system is setup, it would be cool to run a query of all customizations and compare it to the “known” documented items Our documentation is usually grouping 10-15 Epicor objects (BPM, Function, SSRS, etc.) into something bigger like “Web Integration Docum…

[image] TomAlexander: usually grouping 10-15 Epicor objects (BPM, Function, SSRS, etc.) If I understand correctly, I found this works until there’s an object shared between two different “solutions” like a BAQ. If that won’t happen to you, then you’re good. Otherwise, I found I was clobbering…

I gave up. After all, I’m not modifying Epicor DLLs. Instead, we focus on change management and project control. No matter how small a change is needed, we fork our entire environment for dev. We make a rollback CAB from prod before “merging”. We do UAT in dev, and for complex changes we first spin…

[image] SteveFossey: After all, I’m not modifying Epicor DLLs. :thinking: Every directive, function, and dashboard app becomes one though. I still want to know the changes in the source to my BAQs, RDD, SSRS reports, Kinetic Screens, …

[image] Mark_Wonsil: I still want to know the changes in the source to my BAQs, RDD, SSRS reports, Kinetic Screens, … I just want to stop people changing them unless they’re fully tested for functional objectives and existing processes, and unless those changes are part of controlled projects…

Documenting Changes Made in Epicor

Kinetic ERP

Topic		Replies	Views
Best way to keep track of customization and source-code Epicor ERP 10 epicor	4	2247	September 15, 2023
Change Notes for Customizations Kinetic ERP customization	2	446	September 6, 2023
How do you keep track of your changes/customizations to Epicor? Epicor ERP 10 customization	33	14038	August 26, 2020
Epicor/Kinetic Wiki file Kinetic ERP	13	3271	March 9, 2022
Innovation Epicor ERP 10 e10	55	11211	August 25, 2021

Documenting Changes Made in Epicor

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