Customer BPM to Alert if the Industry Type is missing

I am trying to create a BPM that would Alert us if the Industry code is missing. Any ideas would be greatly appreciated.

You could make a bpm to make the field required or do a schedule baq report to send a list of the ones missing.

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The easiest way is to go to Extended Property Maintenance and mark the field as required. Then the system will not let you save the record until it is populated.

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It will not let me check the required box?

That stinks. I’ve never seen that before. I guess you will have to do a BPM.

Can you point me in the right direction on how I would get this to work? I have a BPM, Customer/Update Pre-process Condition my query customer to ICType but nothing seems to work.

It is not as simple as checking for an empty field since the CustIC is a child table like an attribute. I setup the data tonight and will look at a possible widget way to do this and if that doesn’t work a simple .any query will do the job.

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This does a message. once you know it works I assume you would make it an exception.

E10 IC Required.bpm (25.5 KB)

Thank you so much, Greg! How do I apply this to Epicor? Do I save it and import it???

Karen

Sorry, I did not look at your version. You can’t use directive import since I am at a later version. It is a simple bpm so here are the steps.

EDIT: On Customer Update

make a variable for CustNum


Assign CustNum to CustNum in a Set Argument/Variable widget
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Add a condition widget and pick the number of rows in the query is less than 1 condition


Add the CustIC table to the query with another name and a condition that CustNum = your variable CustNum

Make a message or exception from the true branch of the condition.

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Hi Greg, is this BPM on the Customer/Update or the ICCode/Update?

Karen

Greg,
I got it (the variable) part and am working through this now. Thanks

Karen

Customer. I edited the steps to be clearer.

Hi Greg,
When I “Enable” the BPM I receive the following error… I don’t think it likes my variable

How did you set the CustNum parameter? The default is string, but you need Integer.

Got it but now when I test the message is False when the Customer has IC Code Types

That is correct. If they have less than 1 it is true and you would put up the message or stop the save.

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This Customer doesn’t have any Industry Codes and it also says False

Post your baq so we can take a look.