I am trying to create a BPM on the QuoteHead/Update??? To check and stop if the User changes the Ship To and I am not certain what the condition should be? Can anyone help??
Thanks in advance,
Karen
Karen,
You should use a method directive to achieve this. It should be at an update level of quote with a preprocessing directive.
You can put condition as:
And you can write your error message in raise exception.
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I created the BPM per your instructions (attached).When I add a new Quote and change the Ship-To from the Primary Default on the Quote and then Save I do not get the message. If I save the Quote and then Change the Ship-to I do get the message. I need to get the message when I create a new Quote and change the Ship-to and then Save.
QuoteShip-To.bpm (24.9 KB)
@KBMihaila Do a trace and I think something like ChangeShipToCustID is being called. That is where you will need to put the bpm.
What is your ultimate goal with this ? Force all quotes to the primary ship to locations ? If that’s the case, I would just use a customization and set the ship to field read-only. You can use the wizard to change the extended properties.
I tried a Pre-Process against Quote/GetShipToInfo and that did not work. I then tried a Post process against the same and that didn’t work?
QuoteGetShipTo.bpm (39.2 KB)
If none of those methods that are in the trace are working, I would put just a simple info message to see if it is actually firing. To @Dragos’s point if you just want it not allowed making the field read only would be straight forward.
I have a false message off the condition and that is what is firing. I will keep playing with it.
Thanks
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