BPM to send email when PO release/s due dates are changed

Epicor ERP 10
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1

Hi
I am new to BPM so need help from the Epicor community.
I am trying to create a BPM to send out email to our sales group whenever our buyers update (Current due date < New Due date) the due dates on PO releases. The email needs to state PO#, Part #/s and corresponding old and new due dates.

I would appreciate all the help.
Thanks
Raman

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2

What trouble are you running into?

3

Thanks, Randy.
It’s working when I select the condition “ttPORelDueDate field has been changed from any to another” but I can’t figure out the condition logic to compare current due date and new date. Also, I have no idea how to put PO# and part# into the email msg. Can you please point me in the right direction to learn more and be able to achieve the goal.

4

What do you have this BPM on? Method or Data directive?

5

It’s data directive on PORel table.

6

For email alert DD BPM, I use a “pre” In-Transaction BPM which enables a “post” Standard BPM

The pre does the conditional and sets callContextBpmData to fields I want to display in the email. The post BPM then sends the email. This way the update is for sure completed so no false alerts are sent out.

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7

I am unable to capture the ‘before’ duedate. I am setting callContextBpmData.Date01 to ttPORelRow.DueDate but it keeps showing new duedate.

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8

You should try it as a Method directive to capture the “before” value.

9

Thanks,
I was able to capture current due date and display old and new due dates in email.
I am using Std Data directive to set BPMDataField to ttPORelRow.duedate and then display new duedate via Post Method directive with ds.PORel.duedate. It was working and now suddenly I am getting error msg “There are no records in the table ds.PORel” whenever I try to change due date in PO.

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