Case Entry Complete Date

Epicor ERP 10
1

Hello,

I’m looking where is it stored when a case in case entry is marked complete? What is baffling to me is in the HDCase table there is a CompletedBy and CompletedDate, and they are blank/NULL for cases that are marked complete. Is this stored in another location? The other HDCase tables yield little answers on this.

Thanks in advance,
Greg

2

We use Case Management a fair bit here.

We use the ChangeDate, ChangedBy, ChangeTime fields to indicate who closed a case and when. The logic is that once Closed, you’re not able to amend any fields so the person listed as last ChangedBy must have been the one to close it, if the case is in a closed status.

1 Like
3

Greg,

Those two fields are filled in when the task list is completed. Whoever completes the workflow completes the case and that generates the process to fill that data in.

Paul Mayevsky
Consultant / M&P
epicor.service@gmail.com

4

Thanks guys. So if I’m reading this right unless there is workflow that is completed (which a majority of ours do not have) or some logic is in place. There is not a straight up field to pull open or closed cases based off Action -> Close Case.

Thanks Again!!

5

We’re not using workflow, just simple HDCase table. Where Closed = true, ChangeDate shows when it was closed and by who.

6

CaseStatus field in HDCase table does show Open/Closed. Also, you can use the LastUpdatedBy field to know who the user was that update it. Does that help?

7

Yeah, I’m am feeling a case of the Fridays. I totally missed that. I need the weekend.

Thanks

1 Like
8

It’s actually called HDCaseStatus in the HDCase table. That threw me for a loop looking for CaseStatus, Status, or anything similar.