How can I create a BPM (Business Process Management) workflow in Epicor ERP to automatically pull data from Customer UserFields, such as Customer.Character01, and populate the corresponding fields in OrderHed when creating a new sales order?

You have to get the added/updated row so you don’t have to mess with RowMod - just replace Shortchar01 with what you need. This is SalesOrder.Update.Pre method: // get added/updated header var oh = (from ohrow in ttOrderHed where (ohrow.RowMod=="A" || ohrow.RowMod=="U") select ohrow).FirstOrDefault…

@Leader254 Welcome searching the site for customer copy order gets you this which has working code. It could probably also be done in widgets, [image] Copying data from Customer to Sales Order Kinetic ERP Throwing in the towel on this one for now. I’m trying to copy data…

I did try to implement it with the solutions given in the reply, but unfortunately, I couldn’t get it solved. Here is the code I’m using to fix it. var ttOrderHed = ds.OrderHed.FirstOrDefault(); if (ttOrderHed != null) { string customerID = ttOrderHed.CustNum.ToString(); var customer = (f…

That worked, thank you all :innocent:

BPM to Pull data from Customer UserFields to OrderHed

Epicor ERP 10

gpayne (Greg Payne) May 15, 2024, 2:13pm 2

@Leader254 Welcome searching the site for customer copy order gets you this which has working code. It could probably also be done in widgets,

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BPM to Pull data from Customer UserFields to OrderHed

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