Triaging a dual UI estate, concurrent programs and flexfields

Inventory and dispose of the twelve EBS customisation surfaces — from Descriptive Flexfields and CUSTOM.pll to concurrent programs and XML Publisher — using business purpose rather than technology as the sorting key.

What you will be able to do

Introduction

EBS gives customers an unusually wide extensibility surface, and mature estates use most of it. The source package identifies twelve distinct surfaces, spanning flexfields, two separate user-interface customisation technologies, workflow, batch, reporting and integration.

The twelve surfaces and what they cost

The last three rows belong operationally to the Integration module, which takes them further. They appear here because they are part of the same inventory and the same triage, and separating the inventory by owning module is how artefacts fall between two workstreams.

Building an inventory that supports decisions

A register that lists artefacts and their technology supports counting. A register that supports decisions needs six columns beyond the artefact's name.

The five dispositions

Keep as standard D365 configuration. The behaviour exists in the target as configuration. This is the best outcome and it is more common than teams expect, because many EBS customisations were built to fill gaps that the target closes natively. Rewrite in X++.

The two very-high-effort technical surfaces

This is the one to plan first, because it is the one most likely to be missing from the estimate entirely.

Hunting the derivation logic

The gap register carries a separate entry for Account Generator and workflow-embedded derivation, and it belongs in this module even though its consequences land in the Posting Engine module.

Choosing the target technology

Once an artefact is disposed to a rebuild, three homes are available and the choice is usually clearer than it first appears.

Knowledge check

Summary

The EBS customisation estate spans twelve surfaces, none of which converts. This module produces dispositions, and the quality of those dispositions depends on an inventory built around business purpose, owner, trigger, consumer, last execution and criticality.