Any ideas on what I should check for to make the Quote menu show up under Sales in DMT? I’m a security manager and that’s the only menu item missing. I tried the manager account, creating a fresh account, a fresh security manager account, various menu permissions, and a whole lot more. I can access it on our Test environment, albeit that’s a couple months outdated, but when I go to run a DMT on Live, Quote is missing. I compared Live to Test and all of the spots I checked are identical. I’m stumped.
Are you using CRM security, i.e. have you enabled limits on viewing territories?
I checked every spot I could find and only Global is listed. Just to be safe I did mark “view all territories” under my work force in case I missed something but that didn’t work either. I figured it had something to do with CRM but I can not find it.
Not sure what you mean by “only Global is listed”.
How many territories do you have? Does each have a primary salesperson? If so, have you made yourself an authorized user of that salesperson? If not, have you added your own work force ID as an additional (non-primary) salesperson?
We only have 1 territory right now that’s called “global” and every sales person is set to that one. I did make myself an authorized user under every sales person along with marking “view all territories” under my work force account. I will double check all of this when I get to the office though.
I’ve added myself as:
An authorized user for every Sales person under Work Force
An authorized user under the default Sales Territory → Territory Salespersons
Verified Territory Security for Sales Orders = False under Company Config
Verified no customers are marked as ‘Territory Locked’ and all customers have the default territory set
Checked ‘View All Territories/View Company Pipeline’ under Work Force
Deleted my Work Force
Readded my Work Force
Compared security between Test and Live
I am beyond stumped at this point.
Have you tried removing the license file in the Epicor Admin console and reloading it? This has been found to “reactivate” purchased modules.
HTH,
Calvin
Ended up being a known bug with the DMT. Epicor sent me a new dll file and that fixed the issue.
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