I want to add the Need By date to the Customer Shipment Entry screen on the line level however when trying to add it the OrderHed table is not available for EpiBinding.
Can someone walk me through how to do this? I would greatly appreciate it.
NeedBy is an OrderRel field. You’d have to add OrderRel as an EpiDataView to your screen and then subscribe it to your current ShipDtl row. You can also do a BaqView. You’ll have to code in whichever option because the relationship between ShipDtl and OrderRel is too complex for the Data Tool wizard.
Alternatively, you can do a BPM(Data Directive for your case) on ShipDtl and use “Update Table By Query” setter to set the field coming from OrderRel.
I did same thing for one of the custom field for project manager but I am sure you can do it for Need by date field.
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What is the actual menu item for “Setup Table Mapping”?
EDIT
Found this as it continues on from inside the BPM. Thank you!
I can’t seem to get the NeedByDate to show in the columns for the mapping portion of the BPM.
I would guess that its something to do with my UD field I created in ShipDtl but I can’t for the life of me figure it out.
Any suggestions?
EDIT
Regnerated the data model to get my table in sync under User Defined Column Maint
Still showing Data Model not Synced.
Thanks to anyone watching me solve this slowly lol
EDIT x2
Recylced the app pool and got the data model to sync but the field is not showing in the BPM mapping but is showing in the BPM query area.
I believe the issue with “Data model not synced” is likely due to a failure in the regeneration process. Are there multiple databases on the main server?
I am doing this in test which the server does have the 3 non live servers on it. I did recycle the app pool to have the data model sync then. I still am running into an issue with setting up the BPM itself. In the Setup Table Mapping screen I don’t see my UD field to link the binding. Any suggestion?
Not sure, if this would work but give it a shot.
If all the 3 servers are non-live servers, then Stop the application pool on all, then regenerate the model and then start the application pool and recycle.
I have not been able to figure this out unfortunately. Ive submitted a ticket with Epicor but any other thoughts would be helpful.
@Zerobertson First off. Did you get your field to show? I would look in Customer Shipment Entry in Line then the list tab. All of my custom fields show there. If not there is a log of schema errors.
Assuming the field appears, I would put this post processing on the method GetOrderRelInfo.
Three set variables to ShipDtl.OrderNum, OrderLine and OrderRelNum
Then query
Columns. I am using ShortChar01 since I did not add a field for this example
Set relations and bind your field.
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When you say set variables is that a Set Argument/Variable then selecting new under variables and typing in “ShipDtl.OrderNum”? then repeating with OrderLin and OrderRelNum? When I try to type it I basically can not move forward.
Variables. they can’t be real fields
Set Order to ShipDtl.OrderNum. Same for line and release. This is so you can use them in the lookup query.
and in the display columns from the query should I be grabbing the NeedByDate instead of the ShortChar01 from OrderRel since that is what I am binding to my UD in ShipDtl?
Yes.
That all worked! thanks for taking the time to help me through it.
Now I just need to figure out why it displayed as date and time despite being setup only to show date. 
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It looks like the only place that its showing DateTime is in the query when pulling the release needbydate.
I would figure since the UD field is formatted to be {date} that it would display that way but I guess not. Doesn’t seem like I can adjust that in the BPM either.
I was poking around in this for another BPM I would be setting and noticed the “Fill Table by Query” and was curious if you knew what the difference was between the Update that we used the first time and the fill itself?
Not really. I don’t do a ton with widgets. They are documented with examples in the help.