UD field tracking

Epicor ERP 10
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1

We are trying to determine which UD fields are still being used by users. Is there a way to review UD field usage? Trying to determine which fields are still being populated and which ones are no longer used in preparation for an upgrade.

2

You may want to keep the UDs even if they aren’t currently used for historical records from when they were used. For the UI, your users should know what they need.

3 Likes
3

You’d have to just do a BAQ on the UD table and see what kind of records are in there… hopefully they may time stamps.

I’m assuming you’re talking about removing them from forms… not deleting them, right? Wouldn’t want to damage historical records.

3 Likes
4

correct - trying to remove some of the “clutter”.

5

Good Morning jval79,

You wanted to know if there is a way to see which UD fields are still being used by users–there is!

1. Check UD Column Maintenance

  • Navigate to UD Column Maintenance:
    • Go to System Setup > System Maintenance > UD Column Maintenance.
  • Review the Fields:
    • Look at the list of UD fields to see if they are defined and active.

2. Review Customizations

  • Open Customization Maintenance:
    • Go to System Setup > Customization Maintenance.
  • Search for UD Fields:
    • Look for customizations that include your UD fields. This can show if they are used in forms, dashboards, or reports.

3. Analyze BPMs

  • Access BPM Maintenance:
    • Navigate to System Setup > Business Process Management (BPM).
  • Check BPM Workflows:
    • Review BPMs to see if any workflows involve your UD fields. This can indicate usage in automated processes.

4. Run Database Queries

  • Access SQL Server Management Studio (SSMS):
    • Connect to your Epicor database.
  • Run Queries:
    • Use SQL queries to check for data in UD fields. For example: sql SELECT * FROM [YourTableName_UD] WHERE [YourUDField_c] IS NOT NULL;
    • This query returns records where the UD field is populated.

5. Review Reports and Dashboards

  • Check Reports:
    • Look at any custom reports or dashboards to see if they include UD fields.
  • Analyze Data:
    • Review the data to see if UD fields are being used for reporting purposes.

Practical Example

If you have a UD field named Character01_c in the Customer_UD table, you can run the following query to check for its usage:

SELECT * 
FROM [Customer_UD] 
WHERE [Character01_c] IS NOT NULL;
  • Interpreting Results:
    • If the query returns records, it means the UD field is being used and contains data.

Regards,
Alex

5 Likes
6

thank you so much!