Duplicate Quote--BPM to update/clear field in new Quote?

Aha--got it to work.  Thank you!

We use a UD field (QuoteHed.ShortChar02) for sync purposes with an outside application.  The value that gets populated into ShortChar02 is used to sync all downstream changes from Epicor to the outside app.  Occasionally our sales group will use the "Duplicate Quote" functionality to create a new Quote.  The process copies ALL fields/values from the old Quote to the New Quote, with a new Quote Number.  Unfortunately that includes the ShortChar02 field and its existing value, which is already assigned to the source Quote. 

Because this is a new Quote, we need to clear the ShortChar02 field on the new Quote.  I've tried a number of post-process BPM's attempting to do this, but so far have been unsuccessful.  Any pointers on how to do so? 

FYI, I'm using the "Quote.DuplicateQuote" method, post processing.  Tried setting the field in all added, updated, changed, all rows with no results.  Even tried setting all rows returned by an associated query with no results. 

 

On Post Processing the field has already been created so you need to go out and update the actual table not the TT Field. But that should work.


Jose C Gomez
Software Engineer


T: 904.469.1524 mobile

Quis custodiet ipsos custodes?

On Thu, Nov 12, 2015 at 10:08 AM, doyleh@... [vantage] <vantage@yahoogroups.com> wrote:

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  <p></p><p style="margin-top:12px;margin-bottom:12px;outline:0px;font-family:Arial, Verdana, geneva, sans-serif;vertical-align:baseline;color:rgb(51,51,51);">We use a UD field (QuoteHed.ShortChar02) for sync purposes with an outside application.  The value that gets populated into ShortChar02 is used to sync all downstream changes from Epicor to the outside app.  Occasionally our sales group will use the &quot;Duplicate Quote&quot; functionality to create a new Quote.  The process copies ALL fields/values from the old Quote to the New Quote, with a new Quote Number.  Unfortunately that includes the ShortChar02 field and its existing value, which is already assigned to the source Quote. </p><p><span></span></p><p style="margin-top:12px;margin-bottom:12px;outline:0px;font-family:Arial, Verdana, geneva, sans-serif;vertical-align:baseline;color:rgb(51,51,51);">Because this is a new Quote, we need to clear the ShortChar02 field on the new Quote.  I&#39;ve tried a number of post-process BPM&#39;s attempting to do this, but so far have been unsuccessful.  Any pointers on how to do so? </p><p><span>FYI, </span><span style="color:rgb(51,51,51);font-family:Arial, Verdana, geneva, sans-serif;word-spacing:normal;">I&#39;m using the &quot;Quote.DuplicateQuote&quot; method, post processing.  Tried setting the field in all added, updated, changed, all rows with no results.  Even tried setting all rows returned by an associated query with no results. </span></p><p><span> </span></p><p></p>

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Thank you for your response. 

I'm using the "set the specified field of all rows identified by the designed query to the specific expression" with the Query "for each QuoteHed no-lock, each ttQuoteHed no-lock where (QuoteHed.QuoteNum = ttQuoteHed.QuoteNum and QuoteHed.Company = ttQuoteHed.Company)"

....but I'm only getting ttQuoteHed fields in my "specified" selections.  

How do I point the update to the QuoteHed table rather then the ttQuoteHed?  

Thank you in advance!
 
You need to use the Custom COde Option and fo a For Each on QuoteHead


Jose C Gomez
Software Engineer


T: 904.469.1524 mobile

Quis custodiet ipsos custodes?

On Thu, Nov 12, 2015 at 12:23 PM, doyleh@... [vantage] <vantage@yahoogroups.com> wrote:

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  <p>Thank you for your response. </p><div><br></div><div>I&#39;m using the &quot;set the specified field of all rows identified by the designed query to the specific expression&quot; with the Query &quot;for each QuoteHed no-lock, each ttQuoteHed no-lock where (QuoteHed.QuoteNum = ttQuoteHed.QuoteNum and QuoteHed.Company = ttQuoteHed.Company)&quot;</div><div><br></div><div>....but I&#39;m only getting ttQuoteHed fields in my &quot;specified&quot; selections.  </div><div><br></div><div>How do I point the update to the QuoteHed table rather then the ttQuoteHed?  </div><div><br></div><div>Thank you in advance!</div><div> </div><p></p>

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