Epicor – Utilizing Customization of Non-Menu Bound Screen

by jdoyle1983

Sometimes you may want to customize a dialog in Epicor (such as the serial number selection dialog on the shipment screen).  It a rather tedious thing to do, but not overly complicated.

In Epicor:

  1. Go to System Management -> Utilities -> Sub Process Maintenance
    1. Select Processes in the tree view
    2. File -> New -> New Menu
    3. Set a unique Menu ID
    4. Set the name to something meaningful
    5. Set Parent Menu ID to PROCESS
    6. Select Non Menu Item as the first drop down under Program
    7. Select the correct base program from the menu selection (you can find this in developer mode when the dialog is called)
    8. Select the new customization
    9. Save the Entry
  3. Go to System Management -> Utilities -> Process Calling Maintenance
    1. File -> New
    2. Set Called Process Refrenced to the same as 2.7 above (leave off the .dll extension)
    3. Set Menu ID to the same as 2.3 above
    4. Save

If all goes well, after a Clear Client Cache, you should be pulling up your customization in place of the original dialog.

As a side note, I never had to do this, but Epicor Support told me that if this ever doesn’t work, and you’ve customized the screen that CALLS this dialog, you may have to name your dialog customization to EXACTLY THE SAME AS THE CALLING CUSTOMIZATION.

Good Luck!