Configurator updates work on quotes but not jobs

Epicor ERP 10
1

Using the configurator, our configured part has a MOM generated based on inputs. When we need to update the lower level part numbers that go into the configured part, sometimes this doesn’t fully work.

I make the necessary changes in our UD table.
In the configurator designer, I test inputs and I see that it pulls the correct lower level part number.
I do a sample quote and check the MOM, the updated lower level part number shows up.
I do a sample job and check the MOM, the updated part DOES NOT show up in the job.

Am i missing a step or does anyone else have this issue?

2

well, you might (or probably?) have an error in your coding…
In the Method rules, you need to specify the “Context”
When the Context is a quoteMtl, then you change the QuoteMtl.PartNum
When the Context is a JobMtl, then you change the JobMtl.PartNum
And if you are changing the part number, then you need to “SetPartDefaults”
BUT ASSEMBLIES have different code… I have included samples below, but you will see that if it is an Assembly, you need to SetCurrentRevision() instead of SetPartDefaults().

So… examples…
for “Regular” materials, you would use somethign like this:

string NewPartNumber = "NewWidget";
switch (Context.Entity)
	{
	case "JobMtl":
		JobMtl.PartNum = NewPartNumber;
		SetPartDefaults();
		break;
	case "QuoteMtl":
		QuoteMtl.PartNum = NewPartNumber;
		SetPartDefaults();
		break;
	}

For SubAssemblies, you need something like this (LOOK CLOSELY for the difference):

string NewPartNumber = "NewWidget";
switch (Context.Entity)
	{
	case "JobAsmbl":
		JobAsmbl.PartNum = NewPartNumber;
		SetCurrentRevision(); 
		break;
	case "QuoteAsm":
		QuoteAsm.PartNum = NewPartNumber;
		SetCurrentRevision(); 
		break;
	}
1 Like
3

@timshuwy I am following that code and I do not get anything in the quote methods. Do you know what could be happening? We have the same code.