I’m looking to automate saving our requisition report into our document management system, for purchase approval.
I created a simple BPM and added a Checkbox field so that when the user checks this box and saves the requisition, the BPM fires.
This seems to work without issue, but I’m running into an issue when our purchasing makes changes on the ReqHead, when converting the requisition into a Purchase Order (say changing the part class for example) this is causing the BPM to fire several times.
Is there a better way to do this? I would ideally like for them to select a button or box, and have Epicor save the report to a network location or send it in an attachment to a specific email address.