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March 2, 2019 by Balakrishna

Five layers make up the Epicor Customization model but only two are available for modification: Personalization and Customization. These layers are considered the User Interface (UI) and modifications to these layers affect how screens display. The difference between the two UI layers is that Personalization follows the user ID and Customization follows the company and the module. Customization allows you to change the UI permanently and roll it out to the entire company. Use the Business Process Management (BPM) module to incorporate modifications to the business logic to enhance changes to the UI. This tool allows you to create custom routines you can execute before or after the execution of business objects used in a program.

Selecting the Tool

The Epicor application provides a number of powerful tools that assist in the customization of both the client side interface as well as the server logic that governs the use of the business objects accessed by each form. In addition, the modification can entail the consumption and use of information from systems outside the application. Selecting the appropriate tool to create the customization is perhaps the most crucial step in the modification process because the tool carries with it both a series of benefits and constraints. In general, the appropriate tool set to select is Business Process Management (BPM) for server-side modifications that adjust or circumvent the established order and functionality of the business objects accessed by a particular form. Conversely, for modifications that require UI changes and the enforcement of other rules at the time of data entry or retrieval in the UI, Embedded Customization is the best choice. Finally, when retrieving, consuming, and publishing data from the manufacturing application to external applications, Service Connect can provide the most appropriate solution to build the workflow necessary to accommodate data transactions of this type. This course focuses on the embedded customization (EC) capability which applies solely to the ability to modify user interface components. EC modifications, which save to the server, affect only the client side display and logic.