You have to go into menu maintenance change the form type to kinetic on every individual menu item. But that won’t allow you to apply a kinetic customization. To apply a kinetic customization you have to copy the menu item to the current company, change the type to kinetic app, and then select the customization.
This process is my biggest complaint with kinetic - its absurd how much work it is to change just one screen to kinetic, when you are dealing with customizations. For example, customer/customer tracker is 20 unique menu items. Times 3 companies. That is 60 times I have to go in, copy to current company, change to kinetic app, and select the customization. 60!!! And that’s just for ONE program. It defies belief why any software company thinks this is reasonable. And they WANT people to switch to kinetic? And yes this is the only way to do it per epicor support, there is a KB article and everything.
For the screens that don’t require customization, you SHOULD be able to just flip the form type from classic to kinetic in DMT, but for me, the DMT on menu didn’t work. When I logged a case on that, they declined to fix the problem with the Menu DMT, I don’t understand why but I gave up arguing about it. So again its manual (but at least doesn’t have to be done separately for every company).