We want the sales order to auto close lines for items that have a backorder quantity of 8 yards or less. Is there an easy way to setup something to do this?
If you check Shipped Complete on the shipment line it will close the line short.
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You can also create a bpm to automatically check the shipped complete checkbox for the shipping person.
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Will that checkbox close all lines regardless of quantity remaining? We only want it to close if it is 8 yards or less
We did this for one of my customers. The BPM closes the order at the header level which will close all remainging open lines if the customer flag (ud field) is set to no backorder. However, make sure you do this as a method directive. if you do Data it does not run the complete set of objects required that run like the UI and you will mess up your Demand quantity.
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Would you be able to share how this BPM was setup? Not sure how to begin
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But this would be manual work having to check that box on each line. We want it to check itself off if there is a backorder quantity of 8yards or less. Is there not an automatic way?
We want it to check the shipped complete checkbox regardless of shipping person, just based on if the quantity is 8 yards or less
so you can do this with a DATA BPM that is “in Transaction” based… it would look for a Shipment line that is saved with a quantity remaining < 8… if it finds one, then it would automatically set the Shipped Complete flag. This is a very simple “Two Widget” BPM. (Condition widget, and a Setter widget).
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@ypgpatel You can make an updatable baq that runs nightly and if the rule is 8 or less are open and ourshippedqty > 0 mark the release closed which would make the line also closed. If you use shiphed of shipdate of today and shipdtl to get todays lines/releases shipped it would run quickly.
I would probably add a comment that the release was closed by the auto process.
Is there a way to connect the ShipDtl and OrderRel tables within a BPM to use fields from both tables? The remaining qty is used from the OrderRel table and the shipped complete checkbox is on the ShipDtl
yes, this data can be connected in a query within the BPM.
Where would this query need to be placed within the condition, setter BPM?
What actions would need to be used on each widget?
How do you make updatable baq’s run at a specific time?
Is the ttShipDtl.SellingJobShipQty the same field as the field here for Remaining Qty? I am unable to find a field from ShipDtl that corresponds to SellingRemainQty otherwise
@ypgpatel Epicor is doing a calculation fro the fields on the screen. You need to make variables of order, line and release and use those to query the OrderRel table to calculate the quantity remaining. Then check that for less than 8.
One issue with this bpm is if you have multiple entries to make the need quantity you could mark it complete when you have another lot of less than 8 to add to the pack out to make the full quantity.
openQty = OrderRel.OurReqQty - OrderRel.OurJobShippedQty - OrderRel.OurStockShippedQty;