How to set customization as default for App/Form?

[LoganS (Logan Sievers)]

Hello,

I need help tracking down a form’s process calling / .dll / whatnot to set up my own menu item and process calling.

In AP Payment Entry there is an Actions → Select Invoices section. Once you do the criteria, it takes you to a screen: App.PaymentEntryEntry.InvoiceSelectForm. When I run the action in customization mode, it doesn’t trigger a process calling box but instead goes straight to the customization selection screen.

I’ve created a customization for this form and am trying to set it as the default customization for this but it is neither a menu, nor a process in menu maintenance. I’m assuming I will have to do similar to these two topics but don’t know what Erp.XXX.XXXXX.dll to use:

Set customized Memo form on Project Entry

Does anyone know how to get a customized Memo form on project entry to load? I was under the impression that naming it the same as the parent project entry customization would do the trick, but it seems I am mistaken.

Menu security for tasks found on Action menu

I have customized the Process Payments user interface found in the Action drop down in Payment Entry. I need to make the changes available to users but I can’t find where to do this. It doesn’t appear in Menu Security. Any tips on where user security is assigned for “Rpt.ProcessPayment.ProcessPaymentForm” [image] [image]

[Mark_Wonsil]

You are on the right track. Add a blank customization of the exact same name as your menu customization to the Menu item that eventually calls your screen. The customization is passed to each subsequent form called by that form. This is the normal way to do it. You have to use Process Calling Maintenance for selected items.

[LoganS (Logan Sievers)]

That worked right away! Thanks. Strange that it is wrapped up as one process like that.