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The IT Bluffers Guide to Epicor ERP Customisation, Personalisation, Modification and Localisation

Supplier: Epicor Software (Aust)
28 October, 2009

What is the difference between these terms? When I hear all four terms being used at once, I am confused about what they actually mean and so what anyway?

Customisation means using Epicor Tools to change the layout of the screens and tabs. Epicor provides tools for users so that no source code access is required.

Who can do this?

Users who have customise privileges access plus have technical knowledge about fields and tables. Creation of customisations is restricted. The user much personalise a function.

So what's good about them?

One extra good thing is that when Epicor 9 software is upgraded then the customisations are carried through with the upgrade. They also can be exported and imported as an XML file. For example the customisation can be set up on a test system and then when proven, exported and then imported to the live system. Customisations can be applied to menu items, so that they apply to all users that use that menu item.

OK, that's good. Now what's a personalisation?

A personalisation is essentially a customisation for one user. Customisations are available globally. Personalisations have only a small subset of the capabilities of customisations. Personalisations are restricted just like customisations. Personalisations are a layer on top of customisations.

So, what if the person leaves?

Personalisations apply to a specific user. They can be deleted by someone with customisation privileges - usually an administrator.

Now what about modification?

Modification is adding functionality to the source code. Epicor and authorised partners can continue to do this without interfering with customisations on successive layers.

Now, finally where does Localisation fit in the picture?

Localisation in Epicor 9 is for businesses that operate in multiple countries. There is a separate localisation layer which allows different languages and specialist country add-ons to meet the particular legislative and special local country business needs. It even allows customisations to be in different languages.

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