BPM Recommendation

Kinetic ERP
1

Hello,
As a newby to BPMs and not a developer, what type of logic/BPM would you recommend for a scenario like the following:

  1. On PO Save, send an email if a certain criteria in a BAQ is met i.e… GL Account not equal to a certain value.

Thank you
Pete

2

Peter,
We put a in a Method Directive on PO.Update that prevents PO Confirmation if a wrong GL is selected. This only fires when the confirmation flag is going from false to true:

image
image566×579 40.1 KB

The next condition run a query to see if there are any hits for the wrong GL Segment:
image
image1015×732 75.1 KB

We then set the Confirmed Flag to false and give the popup message.

Better to prevent wrong entry from the start, rather than send an email to another user.

1 Like