Screen Maintenance (SCRMNT) Window

The Made2Manage Customization feature provides the ability to modify and extend the Made2Manage solution. You can create and manipulate forms and menus, control user access rights, apply form customizations to specific companies, and extend business logic to account for workflows that Made2Manage does not currently contain. Screen Maintenance (SCRMNT) is the central hub for reviewing and managing all customizations - both Form customizations and Business Logic (BL) customizations - applied across your screens.

1. Filtering Screens by Customization Type

Screen Maintenance includes a Customization Type filter that allows Users to quickly identify and manage screens based on the type of customization applied. When you open Screen Maintenance, the screen list loads with the All filter selected by default, displaying every screen regardless of customization status.

Filter Options

The grid refreshes immediately when you change the filter - no page reload is required. If no screens match the selected filter, the grid displays: No records found.

Visual Indicators

Each customized screen in the grid is styled according to the type of customization applied:

A legend on the Screen Maintenance window explains these visual styles for quick reference.

2. Assigning Extensions to Companies

The Assign to Companies action button in Screen Maintenance allows you to perform bulk assignments of form extensions to one or more companies and track the deployment history of each package. This enables efficient deployment of customizations - including Business Logic customizations - to the appropriate companies. Upon submitting selected extensions, the system deploys and generates a new package. As part of this operation, all extensions from the prior package are unassigned, and only those defined in the new package are reassigned. Users should ensure that all necessary extensions, including any previous packages, are selected during package creation.

Prerequisite: The Assign to Companies control is only visible if the code repository is enabled and a Package is assigned for the company.

To Assign Extensions to Companies

1. Open Screen Maintenance (SCRMNT).

2. Click Assign to Companies. The Assign to Companies window opens.

3. In the Companies section, select one or more companies. To assign to all companies, select the All Companies option.

4. In the first grid, select a screen. The system automatically displays the associated extensions in the second grid.

5. In the second grid, select one extension. Only a single extension can be selected at a time.

6. Click on Submit to continue the operation.

7. An “Confirm Extension Assignment” popup is shown stating:

   “Review before you proceed.
   All existing extensions assigned to all screens will be removed, and the extensions listed below will be newly deployed to company 01 for the chosen screens. This change will take effect once the deployment is complete.”

   On click of Confirm & Deploy to initiate deployment and creates a PR for Aptean team approval. Upon PR approval, the system updates Package.csv and Package information.txt in the repository and increments the version number in Manifest.json.

8. To review past deployments, click Deployment History. The Deployment History panel opens listing all deployment records for the selected package.

Note: If the required fields (company, screen, or extension) are not selected when you click Submit the system displays a validation error and prevents submission.

Note: Each time you assign a package (whether new or existing), a new package version is generated in the repo.

Assign to Companies - Field Reference

2a. Viewing Deployment History

The Deployment History panel provides a complete audit trail of all deployment records for a customization package, including deployment status, affected companies and screens, and error details for failed deployments.

Deployment History - Column Reference

Status Indicators

Filtering and Sorting Deployment History

You can sort and filter the Deployment History list to locate specific records:

• Company - Filter records by the company code associated with the deployment.
• Status - Filter by Completed, InProgress, or Failed.
• Date Range - Filter records by the date the deployment was initiated.

The list updates immediately when a filter or sort is applied.

Note: When a deployment is InProgress, the panel automatically refreshes to show the latest status. Closing the panel does not interrupt or cancel any active deployments.

3. Viewing Package Information

The Package Information control in Screen Maintenance lets you view read-only details about a deployed Business Logic customization package, and enable or disable that customization for your environment.

Prerequisite: The Package Information control is only visible when at least one Business Logic customization has been assigned(i.e. a Package is assigned via Admin Utility) and deployed to a company. If no Business Logic customization is available, the control is hidden.

To View Package Information

1. Open Screen Maintenance (SCRMNT).

2. Click Package Information. The Package Info section expands, displaying a list of available packages.

3. Select a package from the list. The system displays the full details for that package.

4. Review the package details. All fields are read-only.

5. Click Close to exit the Package Information screen.

Package Information - Field Reference

All fields displayed in the Package Info section are read-only.

Enabling and Disabling a Customization

Users with appropriate permissions can enable or disable a Business Logic customization from the Package Information screen using the Enable/Disable Customization button.

Note: The Enable/Disable Customization button is only visible to users with appropriate permissions. The notification lets you verify whether the customization logic has been successfully applied or removed.