Epicor 9.05.701
In part tracker, is there a way to turn on the auto default the “auto retrieve transactions” from the Actions menu?
Looks to me that this is stored as a personalization stored in the ICE.XXXChunk encypted or something. Similar to the Job Entry program where you can set Parts, Operations and such to Auto Populate. But even with the Job Entry program it seems like it does not save the last selection you make. In Job Entry there are 5 options for auto retrieve, if I select 3 of them, when I close and come back in only the first two are still set. I have also tried selecting 'Save Layout’s and File > Exit, but it doesn’t seem to help. So my guess is that since there is only one option, the personalization is not saving… probably a bug. I checked this in 10.0.
I ran a trace when opening Part Tracker, looking for an argument or field that would tell the UI to enable that option and I haven’t found anything yet.
-Rick
www.getalinged.soutions
Just working on another problem for a client and I was in Purchase Order Tracker and it has the same Auto Retrieve Option in the Actions menu and I used that and it didn’t keep the setting once I closed and reopened… so perhaps it’s not like Job Entry… perhaps it’s just meant for use while the form is open, working as designed as they say.
Probably a client side only setting, meaning it just tells the client to auto retrieve.
Still looking for a way to default this with a BPM, but since it looks to be in the client UI, probably would need a customization to enable a parameter or something on form load.
i agree with your customisation theory on form load.