BPM similar to cedit hold message

Epicor ERP 10
1

I’m trying to add message to Sales Order, if specific customer is selected.

I use Method Directives SalesOrder.Update to create message, however the information message shows after clicking save button and the message does not show if customer is updated.

I want the message show as soon as the order is opened, something that is similar to credit hold message.

any ideas?

2

Add BPM on ChangeSoldToID instead of Update/UpdateMaster

3

You will probably also need a post process BPM on GetByID to display when the order is first opened. You may need to do something to suppress extra warnings when users press refresh.

4

I would offer that this should be in the customization. Create a “global” variable called something like currCustNum. Then in the EpiViewNotification of OrderHed, check if the currCustNum = OrderHed.CustNum. If not, set currCustNum to OrderHedCustNum and lookup if the field is set (a Foreign Key View - FKV) can do this for you, so you only have to look into that new view).