I need to add ClassID to the AP Invoice Entry > Lines > Details tab below the Part Number and Part Description.
Both Part and Description have an EPIBinding that uses the APInvDtl dataset (APInvDtl.POPartNum and APInvDtl.POPartDesc). Unfortunately, PartClassID is not part of that dataset, nor do I see it in any of the other dropdowns on the customization screen.
How would I display the ClassID below part description?
The Class ID typically comes from the Part table or the Purchase Order Detail table. You may need to link one of those tables in to get the field you want to display.
When you say “link one of those tables”: I haven’t done that before for a customization. Where do I go do link more tables to make them available on the edit customization EPI Binding area?
Thanks
What I mean is add the table to the form so that you can access the fields. There should be some documentation on adding tables/fields to a form for your version on EpicWeb.
I haven’t been able to come across anything that gives guidance on adding a table to this form. Does anyone know how I can do this?
@Adam , this seems like a strange request. If a Part Class was selected on the PO, then the GL Control would push it to the correct account. If no Part Class was selected, then AP could assign a GL account when entering the invoice. Epicor does not include the ClassID because at AP Invoice Entry, it is assumed that the AP clerk knows which GL account it needs to go to if a Part Class was not selected.
Sorry to question you, but I just do not see a valid business reason to do this customization.
They don’t want to manage the part class, but instead just want to simply view it on this screen as a self-assessing validation to see if the part class is taxable or not (for use tax).
Thanks.
Thanks for the additional information, it was not making much sense to me.
You actually have two options here. 1. You could create a BPM that when a Part Class is entered on a PO, the Taxable flag is turned on or off. 2. Is adding the PO View to the screen to display the data.
To add the view, you need to add the PODetail table using the Data Tools under the Tools menu. Select New Custom View and follow the steps to link the appropriate tables together.
