Adding TotalCost to a UD Table using BPM

Epicor ERP 10
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1

Hello all,

My goal is to store the cost and price at time of quote, to be able to do a GP at the time when the part was quoted (So it’s not effected by cost adjustments that occur throughout the year).
I am trying to populate a UD table with the information from a ‘Quoted’ quote.
I’ve used pre-processing to create a condition where if a row is added or updated in the ttQuoteHed table, it will enable post-directive.
In post-directive, I have a condition to verify if it’s been enabled by pre-process. If true, Fill Table by Query, then Invoke BO Method.
I am wondering if my approach is feasible, or if there is a better way.

2

If you use the worksheet on the quote, all the information is already there.

3

True, but this will require tons of manual work to accomplish. We’d like to run a report with quoted costs in a column, so we can see lots of data at once

4

Why not create UD fields in the quote itself to store quotes on every quote line. This can be entered manually or if you have costs on the part bring it in from using a BPM.