Creating a BPM (Epicor 9.05.702)

Probably the simplest way would be pre-processing method directive on Customer Update.

Add an action and pick execute ABL code. Then enter the code below and change for your group id and description.

There are samples of these in the ICE Tools that are EpicWeb. EpicorICETools_UserGuide_905700.pdf is in the documentation section of 700, there is probably one for 702.

Greg Payne

For Each ttCustomer where ttCustomer.RowMod ='U' and ttCustomer.GroupCode =''.

If substring(ttCustomer.CustID,1,1) ="F" then Do:
Assign ttCustomer.GroupCode = "Fusion"
ttCustomer.CustGrupGroupDesc = "Fusion Customer Group ".
End.
End.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of clederer@...
Sent: Thursday, May 09, 2013 1:18 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Creating a BPM (Epicor 9.05.702)



I'm new to Epicor and had a question about how to create a certain BPM. Ideally
this is what I want, but I'm not sure what conditions to use:

If the "Customer ID" starts with "F" then "Customer Group" would automatically
populate to "Fusion."

Does anyone know how this would be possible or where I can find assistance?


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[Non-text portions of this message have been removed]
I'm new to Epicor and had a question about how to create a certain BPM. Ideally
this is what I want, but I'm not sure what conditions to use:

If the "Customer ID" starts with "F" then "Customer Group" would automatically
populate to "Fusion."

Does anyone know how this would be possible or where I can find assistance?
You want to do this when a Customer record is added I'm assuming?

Create an In-transaction data directive for the customer table.

Condition:
The Customer.CustID field of the added row begins with the "F" expression

Action:
set the Customer.GroupCode field of the added row to the "Fusion" expression.

replace Fusion with whatever the Fusion group code is.





________________________________
From: "clederer@..." <clederer@...>
To: vantage@yahoogroups.com
Sent: Thursday, May 9, 2013 1:18 PM
Subject: [Vantage] Creating a BPM (Epicor 9.05.702)


I'm new to Epicor and had a question about how to create a certain BPM. Ideally
this is what I want, but I'm not sure what conditions to use:

If the "Customer ID" starts with "F" then "Customer Group" would automatically
populate to "Fusion."

Does anyone know how this would be possible or where I can find assistance?




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[Non-text portions of this message have been removed]