I have a Method Directive I’m trying to write and I need a little (maybe a lot) help. This is to pop a message if a customer is eligible for a giveaway item. Many of these customers have many many branches and those are setup as Ship To’s on the Customer. So one CustID could have several ShipToID’s eligible.
One problem I see is that there could be identical ShipToID’s for different customers. For example CustID 100 could have ShiptoID 7 and CustID 500 could have ShipToID 7. The problem is that CustID 500’s ShipToID 7 isn’t eligible.
I have a BPM written that pops a message if the CustID is 100 and the ShipToID is 7 and it actually worked! I have two conditions, the first looks at the CustID for the added row and the second looks at the ShipToID of the added row (if the first is True). Then there’s a show message if the second statement is True.
I know nothing about custom code, so if that’s the way to do this, I’ll need more than a lot of help, I’ll need hand-holding.
aidacra
(Nathan your friendly neighborhood Support Engineer)
2
Within the application, how do you know that a customer is eligible for a giveaway item? Asked more technically, which table and field contains the information that your users would look at to know that a customer was eligible for a giveaway item?
Which business object and method is your method directive BPM on?
I don’t think you’ll need custom code–it would just be a matter of creating a BAQ like query condition in the BPM and then a standard info message action–so that is good!
There isn’t anything in Epicor that tells us if the customer is eligible. We declare them eligible if they purchase a particular part and demo that part to their customers thus generating sales of that part. Anyone can purchase that part, it’s only those customers/dealers that signup to demo it to their customers that get the giveaway.
I’m using the SalesOrder business object and the ChangeShipToID method.
aidacra
(Nathan your friendly neighborhood Support Engineer)
4
So there will always be a finite list of customers that will not frequently change that would be eligible to receive this giveaway item?
How many customers are currently eligible?
Unsolicited advice:
Every time a new customer becomes eligible, the BPM would have to be modified unless this is tracked in the system as well. Honestly, if this is an ongoing program, adding a simple Checkbox to the Customer Contact/Customer screen that is bound to one of the free CheckBoxXX fields on the table, and have the BPM determine if that Checkbox is true for the particular customer in question would be more supportable in the long run.
EDIT: There aren’t available Checkbox fields in E10–they would have to be created through extended UD table maintenance. Sorry, I thought you were in Epicor 9.05. The broader point remains the same.
NOTE: Being in Support my concerns are about supportability and having a bunch of
If customer id is THIS or THAT or THE OTHER OR THIS OTHER ONE TOO DO THIS
ELSE DO:
THIS OTHER THING
that has to be modified all the time isn’t on the supportable side of the spectrum from my perspective.
point taken so we’ve rethought what we are doing on this.
we’ve decided to go with using Price Lists instead of the pop up.
Price Lists give us some benefits that the pop up reminder didn’t; for example our CSR’s don’t even have to do anything, Epicor will just give the correct pricing. There’s also the ability to report on which orders got the special pricing (100% discount) because Epicor stores which price list was use for each line item.