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?

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…

Bumping an old topic but THANK YOU @markb_wi and @dkros for this post. I just imported it into my 10.2.100.33 that inherited from many cooks in the kitchen. I’m a bit overwhelmed by the sheer volume of stuff it turned up, but at least I know what’s there. Works beautifully.

I have been using a modified version for the last few months and it is a wonderful asset! Such feature should have been part of Epicor vanilla! … i will look at the Epicor suggestion page if anyone has added this feature…to vote on!! if not will add it! Pierre

Ben woyons donc, I didn’t even think of that

There is one for the Unique Business Component Tracker, which is a similar tool that the SaaS team uses to track changes. I believe it’s an SQL script. Doug’s uses BAQs and doesn’t work for all tabs because SaaS users don’t have access to all the same tables. There may be other choices soon… …

J’ai pas le temps pour le moment de le créer alors si tu veut bien ce serait super! J’irai mettre 3 votes dessus! Pierre

In fact it’s already there… only 4 votes… now 5… [image] Customizations Dashboard add as Standard Admin functionality Feature Requests and Suggestions The customisations dashboard should be a default addition to system managment. It is a very useful tool. https://epiuser…

Fair enough… but even if I thought Epicor’s cloud version was mature enough for us, our internet in the industrial parks where our plants are, is not. I think I’m on-prem for at least 5 years, and I’d love to see either option. I have looming upgrades…

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

Epicor ERP 10

SteveFossey (Steve Fossey) July 28, 2020, 6:20pm 23

In fact it’s already there… only 4 votes… now 5…

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

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