Thank you for the help. I must have screwed up the solution creation as all of the UD fields made it to the modules, but the UD table is blank. Back to the drawing board...
Thanks for the reply.I must have missed a step (I don’t know what I’m doing) as I don’t have the pilot environment under server management. I tried to add a new app server, but when I click the dropdown to select ‘pilot’, I get this...I think I’m going to wait for Epicor support to get back to me and let them walk me through this, it feels like there is a high probability I break something that is actually working if I continue poking around.
Thank you for the replies...maybe I can pull this off based on the input received. In my test environment I’ve done the following:Created a few departmentsAdded GL accounts to the new product group. (Was I correct in associating the -20 department with each account?)Not yet sure why my descriptions aren’t showing, but probably something to do with the newly created department.Then associated the product group with the new control. Am I close?
Thanks to both for your input. I’m going to see if the product groups will work for us, that seems to be the path of least resistance. We are misusing the field a bit as we are classifying revenue based on where the units are produced, not so much the type of unit, but it will probably still work. Cheers.
Disregard/close/delete. Thanks.
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