I was going to work on this exact same customization, but I'm leaving my current job and won't have time to follow through. So, FWIW, here's some of the thoughts I had:
Sometimes our sales people will partially configure an item, then come back to it later. So I was going to add a "Done"-type checkbox and then pass it to a UD field in the on leave event.
I was planning on using the change event for the UD field to execute the GetDetails method from the QuoteAsm BO. (I was planning on checking first to make sure details didn't already exist. I hadn't decided yet whether I was going to try to delete them if they did or just throw a message and not execute the code.)
HTH, Kirstin
P.S. I'm gonna miss you guys!
Sometimes our sales people will partially configure an item, then come back to it later. So I was going to add a "Done"-type checkbox and then pass it to a UD field in the on leave event.
I was planning on using the change event for the UD field to execute the GetDetails method from the QuoteAsm BO. (I was planning on checking first to make sure details didn't already exist. I hadn't decided yet whether I was going to try to delete them if they did or just throw a message and not execute the code.)
HTH, Kirstin
P.S. I'm gonna miss you guys!
--- In vantage@yahoogroups.com, "gabelebron07" <gabe.lebron@...> wrote:
>
> Tahnks for your help, yes I guess getting it from QuoteASm makes sense
> There should never be exsiting details as all congifuared items are all new items from the config So i am not concrened about that
>
> I thought about a button but i need it to be done all the time upon each configured item so I would rather it happen auto after each line.
>
> could i still build a BPM to do So?
>
> --- In vantage@yahoogroups.com, "jckinneman" <jckinneman@> wrote:
> >
> > I'd recommend not using the configuration methods but use the methods from within QuoteAsm that does the get details from within Quote.
> >
> > There are a lot less parameters and juggling with the QuoteAsm versus the Configuration methods.
> >
> > You could do it automatically but I'd also give that some thought as you will need to check if there are existing details and delete them before getting the details again.
> >
> > You might put a button on the screen so the user just has to click it to get the details. The overhead isn't that much so embedded should be fine. If you were going to do the entire quote at once you might consider a BPM to do it.
> >
> > Jim Kinneman
> > Encompass Solutions, Inc
> >
> > --- In vantage@yahoogroups.com, "gabelebron07" <gabe.lebron@> wrote:
> > >
> > > From Bottom Up. Maybe on Save?
> > >
> > > <businessObject>Epicor.Mfg.BO.TaskSet</businessObject>
> > > <methodName>GetByID</methodName>
> > >
> > >
> > > <businessObject>Epicor.Mfg.BO.Task</businessObject>
> > > <methodName>GetRows</methodName>
> > >
> > > <businessObject>Epicor.Mfg.BO.TaskSet</businessObject>
> > > <methodName>GetCRMTaskSetList</methodName>
> > >
> > > <businessObject>Epicor.Mfg.BO.Quote</businessObject>
> > > <methodName>GetByID</methodName>
> > >
> > >
> > > <businessObject>Epicor.Mfg.BO.Configuration</businessObject>
> > > <methodName>SaveQuoteConfiguration</methodName>
> > >
> > >
> > > <businessObject>Epicor.Mfg.BO.Configuration</businessObject>
> > > <methodName>GetSmartString</methodName>
> > >
> > >
> > > <businessObject>Epicor.Mfg.BO.Configuration</businessObject>
> > > <methodName>GetNextPage</methodName>
> > >
> > > <businessObject>Epicor.Mfg.BO.Configuration</businessObject>
> > > <methodName>ApplyLeave</methodName>
> > >
> > >
> > > --- In vantage@yahoogroups.com, Jose Gomez <jose@> wrote:
> > > >
> > > > I woldn't do it on Get Tree. What are the other calls?
> > > >
> > > > *Jose C Gomez*
> > > > *Software Engineer*
> > > > *
> > > > *
> > > > *
> > > > *T: 904.469.1524 mobile
> > > > E: jose@
> > > > http://www.josecgomez.com
> > > > <http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
> > > > <http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
> > > > <http://www.josecgomez.com/professional-resume/>
> > > > <http://www.josecgomez.com/feed/>
> > > > <http://www.usdoingstuff.com>
> > > >
> > > > *Quis custodiet ipsos custodes?*
> > > >
> > > >
> > > >
> > > > On Thu, Oct 18, 2012 at 12:01 PM, gabelebron07 <gabe.lebron@>wrote:
> > > >
> > > > > **
> > > > >
> > > > >
> > > > > Ok so I ran trace, When I started the config I get this
> > > > >
> > > > > businessObject>Epicor.Mfg.BO.Configuration</businessObject>
> > > > > <methodName>StartConfiguration</methodName>
> > > > >
> > > > > I configured my part and got a bunch of others calls this was my last one
> > > > > once my part was on the quote
> > > > >
> > > > > <businessObject>Epicor.Mfg.BO.QuoteAsm</businessObject>
> > > > > <methodName>GetDatasetForTree</methodName>
> > > > >
> > > > > I am asumminf i use the last call?
> > > > >
> > > > > Sorry I am familiar with BPM After adater method is done in in the qoute
> > > > > enrty Customization screen?
> > > > >
> > > > > --- In vantage@yahoogroups.com, Jose Gomez <jose@> wrote:
> > > > > >
> > > > > > No I was thinking more on Quote Entry a Customization. Do a trace and
> > > > > look
> > > > > > at the mothod call for the configurator. You can do an after adapter
> > > > > method
> > > > > > on that.
> > > > > >
> > > > > > *Jose C Gomez*
> > > > > > *Software Engineer*
> > > > > > *
> > > > > > *
> > > > > > *
> > > > > > *T: 904.469.1524 mobile
> > > > > > E: jose@
> > > > > > http://www.josecgomez.com
> > > > > > <http://www.linkedin.com/in/josecgomez> <
> > > > > http://www.facebook.com/josegomez>
> > > > > > <http://www.google.com/profiles/jose.gomez> <
> > > > > http://www.twitter.com/joc85>
> > > > > > <http://www.josecgomez.com/professional-resume/>
> > > > > > <http://www.josecgomez.com/feed/>
> > > > > > <http://www.usdoingstuff.com>
> > > > > >
> > > > > > *Quis custodiet ipsos custodes?*
> > > > > >
> > > > > >
> > > > > >
> > > > > > On Thu, Oct 18, 2012 at 11:41 AM, gabelebron07 <gabe.lebron@>wrote:
> > > > > >
> > > > > > > **
> > > > > > >
> > > > > > >
> > > > >
> > > > > > > Hey Jose, thanks for helping me out with my question.
> > > > > > > I am not sure what you mean by an After adapter method. Is that like a
> > > > > BPM
> > > > > > > that I would lnk to on leave on the configurator?
> > > > > > >
> > > > > > >
> > > > > > > --- In vantage@yahoogroups.com, Jose Gomez <jose@> wrote:
> > > > > > > >
> > > > > > > > You can do an after adapter method customization and call the
> > > > > Getdtls and
> > > > > > > > such in code.
> > > > > > > >
> > > > > > > > *Jose C Gomez*
> > > > > > > > *Software Engineer*
> > > > > > > > *
> > > > > > > > *
> > > > > > > > *
> > > > > > > > *T: 904.469.1524 mobile
> > > > > > > > E: jose@
> > > > > > > > http://www.josecgomez.com
> > > > > > > > <http://www.linkedin.com/in/josecgomez> <
> > > > > > > http://www.facebook.com/josegomez>
> > > > > > > > <http://www.google.com/profiles/jose.gomez> <
> > > > > > > http://www.twitter.com/joc85>
> > > > > > > > <http://www.josecgomez.com/professional-resume/>
> > > > > > > > <http://www.josecgomez.com/feed/>
> > > > > > > > <http://www.usdoingstuff.com>
> > > > > > > >
> > > > > > > > *Quis custodiet ipsos custodes?*
> > > > > > > >
> > > > > > > >
> > > > > > > >
> > > > > > > > On Thu, Oct 18, 2012 at 8:57 AM, gabelebron07 <gabe.lebron@> wrote:
> > > > > > > >
> > > > > > > > > **
> > > > > > >
> > > > > > > > >
> > > > > > > > >
> > > > > > > > > I have a question wondering if anyone has done their own solution.
> > > > > I
> > > > > > > built
> > > > > > > > > a configurator with operations and material. I can create a part
> > > > > with
> > > > > > > no
> > > > > > > > > problem in the Quote but, I would like to have the get details
> > > > > > > > > automatically brought in after the part has been created.
> > > > > > > > > I don't want my customer service to have to config a part click on
> > > > > Mfg
> > > > > > > tab
> > > > > > > > > / get details / confirm config then have to go into the worksheet
> > > > > to
> > > > > > > set
> > > > > > > > > price
> > > > > > > > > I did check off Generate Method in the configurator under Input
> > > > > > > > > Rules/part/Creation but still does not work, not sure if thats what
> > > > > > > that is
> > > > > > > > > for any guidance would be appreciated.