Great solution, @Alamdar, thank you! I used it to add Salesperson and QuoteNum columns to the Project Entry landing page. I am able to filter and group on both columns. Running 2024.2.16.
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Good to hear that. We’re on version 2024.2.12, so hopefully we’ll have it in the coming months.
Thanks!
I was tasked with another ask from my organization to add the ShipToNum from the Order Entry screen to the AR Invoice Tracker. Figured I would give this a try myself, however I seem to be having issues with determining which method is used in the post processing directive. To my understanding it should be using the Erp.BO.ARInvoice.GetList for the BPM Method Code and then within C# trying to pull the ShipToNum from OrderHed but haven’t been successful. Thinking similar to the code for the PO Entry screen but slightly different logic. I tried to use a BPM to just hard set the value to some static text to see if I could verify it’s writing to the grid but it’s not showing within the grid. Any pointers to determine which method is used where outside of Developer Tools (F12)? I feel like this is very easy, but I am missing something.
Hi,
Have you ever tried using a BAQ call based on the SO in Application Studio, and updating a UD field at the AR Invoice level using the BAQ result?
In my recent customizations, I’ve used this approach and it seems much easier!
I’ll collect a case where I set the ShipTo_c field at the SORel level based on the diffrent logics and post it here next week.
Adam
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Hi Adam,
I have not tried that before; I don’t mind the BPM being able to inject using a post processing directive since that had seemed to make the most sense in my head. Ideally if Epicor had the ability to customize your own columns by just selecting the field you want and designate the relationship would be fantastic. Biggest issue I run into is being able to figure out what methods are used and how to call/parse the data to achieve what we’re looking to do.
Thanks,
Derek
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