I need to bring the Customer Maintenance, Customer-> Comments over to the Order Entry screen for every order based on the customer. I created a textbox customization on the Order Entry screen for those comments, but how do I link the two together? In the EpiBinding of the Order Entry comments I do n…

Morning, Firstly let me thank you for your help through all of this, i got it working successfully and your help was invaluable!! to assist others i put together the steps i took in a PDF and attached it to this! honestly thank you again!! Add Customer Comments to Order Entry.pdf (1.8 MB)

Is there no way to add customer fields directly to the order screen in EpiBinding without any data directive?

I am sure there is a way to do it, but I don’t think that would be the correct tool for this. If you want to add the customer data to the screen, I think that @hmwillett would know.

Customer is not available natively in Order Entry. You will need to use a BPM to populate the data as @jkane suggests. Alternatively, if we’re talking about doing this via App Studio, you will need to create the Customer DataView and then populate it with REST during an After Event such as AfterGet…

So similar to how in report data definition you can link tables from different forms, you are unable to for a customization without a BPM?

No, the screens are nothing like the RDDs. Classic UI, your options are a UI customization to pull the data in via the business object (not recommended) or create a BPM to populate the data based on trigger (recommended). Kinetic UI–you can still do the BPM (for a single field, this is still recom…

Do you have any suggestions on how to setup a BPM to do something like this?

[image] Customer Maintenance to Order Entry Customization Kinetic 202X Do an in transaction data directive to bring the data over. Use the update table by query widget.

@ypgpatel if you have not done many bpms then a safer place to put this is Salesorder.ChangeCustomer post processing. Same process that @jkane describes but it will only fire when the customer is changed.

Would Foreign Key Views be helpful to use and get the job done?

Customer Maintenance to Order Entry Customization

Kinetic ERP

jkane (John Kane) June 6, 2022, 1:39pm 2

Do an in transaction data directive to bring the data over. Use the update table by query widget.

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Customer Maintenance to Order Entry Customization

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