How to customize "Part Revision Checkout" screen?

Epicor ERP 10
1

Hello all,

I am trying to customize the layout of the Part Revision checkout screen. When I enter Part Master in developer mode and navigate to Actions - Check out Revision, I get this launch screen:

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1572×524 38.2 KB

But I dont see any options to customize this screen:

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2969×634 76.5 KB

I’m sure I’m just missing something simple. Any ideas?

Thanks,

Alice

2

Right click on the form itself after it opens and Customization should be a menu item.

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Thank you!!

4

Do you know where I would set this customization to be active? Since this screen is not a menu item I’m unclear how that would work.

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Been a little since I’ve done this and going from memory, but I think you need to create a new Process Menu Item and set it to Erp.UI.PartRevCheckoutEntry

Then go to System Setup > System Maint > Process Calling Maint and setup a new Custom Process. Menu ID should reference the new Process Menu Item that was created.

1 Like
6

The way I’ve made it work in the past (Fulfillment Workbench), is to name the customization of the “Part Revision Checkout” to be the same as the Part Entry form.

In my case, I hadn’t customized the Fulfillment Workbench, but creating a customization for it having the same name as the secondary form customization worked.

7

The way I did it was to:

  • Create a new Customisation for Part Revision Checkout.
  • Save the Customisation.
  • Create a new menu item for Part Revision Checkout
    • Set the Customisation to be the new customisation you just saved.
  • In Process Calling Maintenance screen:
    • Create a new Process
      • Called Process Reference: Erp.UI.PartRevCheckoutEntry
      • Called from: Leave empty
      • MenuID: Set to the new MenuID you just created.

Now whenever that screen is opened, it should always open the customisation.

2 Likes
8

Thank you so much for the detailed instructions. This should help me complete my mission :slightly_smiling_face: