Automatically uncheck Make Direct CheckBox

Epicor ERP 10
,
1

I would like to automatically uncheck the make direct checkbox in the release tab of sales order. We usually create the orders automatically from a quote via Action, and the make direct is automatically checked there. This does not happen when we create the order manually.

I tried using a BPM to uncheck the field using Set Field function, but there are some background methods that was triggered when you click that checkbox manually. Set Field does not call these functions.

I saw that in QuoteDtl, there is a MakeDirect field and none of our quotes has this field checked. We called Epicor and they said that this is not a bug.

Wondering for ideas on how to get this BPM to automatically uncheck when we create the order.

Thanks!
Elvin

2

Have you tried using an In-Trans Data Directive on the OrderRel table?
Have the condition be if there’s at least one added row in the OrderRel table, then use the set field to set Make to false.

3

Hi Aaron,
That was what I was using before. The set field function only changes the database value in the OrderRel table and does not call the extra methods called when you click it manually.

Thanks for your response,
Elvin