Dashboard and open context menu

Kinetic ERP
1

Hi! I have a dashboard showing POs and Invoices(it used to requiere payment so it updates another fields, but the issue is not related, I suppose). The user wants to do right click to open PO Tracker or Invoice Tracker on the field to check the document. If the user moves on the dashboard to another record Invoice Tracker(if that was opened) will fetch the APInvoice and refresh.

This is usual Epicor behaviour, I know. But, something happened that APInvoice Tracker is not refreshing anymore. The user can open the context menu and select the tracker without issue, but now when she selects another record on the dashboard it doesn’t refresh.

Strangely enough, if she opens the PO Tracker from the same dashboard it still works as usual and every movement refreshes PO Tracker accordingly. It seems as if the Invoice field is not publishing anymore by default.

Have you find yourselves in this situation? I might open a support ticket, but I am afraid we won’t get anywhere since it is a dashboard and will be classified as user customization.

It is a classic Dashboard, by the way

2

Well, I ended creating the ticket, but strangely enough a month has passed and no response(other than it was to be taken by another department).
I can’t find the issue so I thought to customize AP Invoice Tracker.
My idea is to publish InvoiceNum and VendorNum from the dashboard and then subscribe to that values in InvoiceTracker and use GetByID(or the applicable) method to refresh manually.
Is that possible? to subscribe to a publisher form another form?

3

Yes I have seen this behaviour as well. In Sales Order. I have not spent the time to investigate why this would be. I wonder if the extended properties on the PO field in the APInvchead table needs to have the Like fields populated.

Interestingly here is my screen shot from 2024.2 and the defaults are set to the way you would expect.

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I tested the PO status dashboard and had the invoice tracker not subscribing correctly to the invoice details tab also.

A couple of things you could try:

  • Try adding the linked field in extended properties. I tried and it made no difference
  • Redeploy your dashboard and see if that makes any difference.
4

Thank you, Simon. I tried both suggestions, I also created a simple BAQ with all values frpm APInvcHed and ended with the same result.

Finally I tried a customization to publish/suscribe but ended on something a little better. Maybe you’ve seen it also, but if the the same InvoiceNum is used with different Suppliers, AP Invoice Tracker also fails, it ends showing the InvoiceNum from the first supplier(I believe) it founds.

So, after trying several approaches. The best I could do is to add a Button in the dashboard and get InvoiceNum and VendorNum from the grid and then use ProcessCaller to call InvoiceTracker with those parameters.

string[] param = new string[2]{"F-61","562"}; // Example data {InvoiceNum, VendorNum}
CompoundKeyBinding cb = new CompoundKeyBinding(param,null,null);
LaunchFormOptions lfo = new LaunchFormOptions();
lfo.ValueIn = cb;	
ProcessCaller.LaunchForm(oTrans,"APGO1070",lfo); // APGO1070 is the menu ID for AP Invoice Tracker

If you replace lfo with the InvoiceNum in the last line it will also work. That is, if you don’t have the same InvoiceNum in different vendors, and you end with a simpler case.

One thing to notice, Invoice Tracker must be closed with this method every time I select and click another invoice. If you don’t use lfo (LaunchFormOptions) like this, you can easily keep te tracker open and select and fire the event withou having to load it again.

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