I have been acting as the Epicor admin for my company for a few years and was recently asked to start recording any changes I make like ud fields, customizations or BPMs. Does anyone already do this? What software do you use and how specific are you with the details?

We didn’t use Solutions but that’s a good reason to I suppose.

SW doesn't have a good history - well known. The plumbing under it though has gone through a major rewrite starting in 10.1.600 and in each release more changed. More to do but it's a completely revamped engine underneath. Some subsystems leveraged have not changed - e.g. SW is just an orchestra…

SW has come a long way, we were able to export/import our SSRS RDD & Styles. The other BPMs, BAQ/Dashboards, were not done that way when we pulled them from our Pilot/Test DBs. We were just in the habit of direct import the BAQs in BAQ Designer and such.

Vote for Configurators and associated Configurator Lookup Tables to be added to the SW. :+1:

@Bart I use Solution Workbench for tracking, however usually development is done in a Test or Dev environment and I build the Solution Package in SW but when I import the package into the Live environment it installs everything fine but it doesn’t import the SW data so I end up recreating the SW rec…

You could leverage the ERP Analyzer to start with a very detailed and accurate baseline of what exists within your database.

Here is a dashboard by Doug Kros at Epicor which was posted publicly. It lists pretty much everything you would need. I’m using it on 10.1.500.11 [image] System Customizations Tracker by Doug Kros, SE at Epicor.dbd (1.2 MB)

We use a system similar to the Excel spreadsheets mentioned, but in the cloud-based SmartSheet tool. In addition to the data in the spreadsheet where we list the names of UD fields, BPMs, BAQs, etc. SmartSheet allows files to be attached to each line, so solution documents, screenshots, or even an e…

It depends on which data you are discussing. If you are discussing ‘seed data’ for the apps modules - that’s still manual unfortunately. We do support vanilla SQL scripts now in 10.2 though: [image] This allows you to leverage any data tools you have to ‘diff’ dbs and packages them as a sql insert…

How do you keep track of your changes/customizations to Epicor?

Epicor ERP 10

Hally (Simon Hall) March 18, 2018, 9:36am 13

If you have an Epicor Project Control Centre SharePoint site (which I think each customer has) you can log customisations there.

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How do you keep track of your changes/customizations to Epicor?

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