[E9] BPM Question

Yahoo Archive
21
Can I make a BPM that will change a field on a sales order based on the value of a field on the customer record? Specifically, if customer.credithold = true then change orderhed.termscode to be "TBD". If it's possible could you give me the steps?
Thanks.
22
Yes you can do that very easily

you need to first find the customer record on the BPM
if found look at the hold status if its on hold
then update the field on the SO order


Sincerely
Jose C Gomez

http://www.josecgomez.com


On Mon, Aug 2, 2010 at 11:46 AM, mikehaynes99 <mikeh@...> wrote:

>
>
> Can I make a BPM that will change a field on a sales order based on the
> value of a field on the customer record? Specifically, if
> customer.credithold = true then change orderhed.termscode to be "TBD". If
> it's possible could you give me the steps?
> Thanks.
>
>
>


[Non-text portions of this message have been removed]
23
Here is a very quick may not work draft of what you need to do on SalesOrder
update but it gives you an idea.

find first Customer where Customer.CustID = ttOrderHed.CustomerCustID
no-error.
if available Customer then
do:
if(Customer.CreditHold=Yes) then
do:
for each ttOrderHed.
Assign ttOrderHed.TermsCode="TBD".
end.
end.
end.



Sincerely
Jose C Gomez

http://www.josecgomez.com


On Mon, Aug 2, 2010 at 12:30 PM, Jose Gomez <jose@...> wrote:

> Yes you can do that very easily
>
> you need to first find the customer record on the BPM
> if found look at the hold status if its on hold
> then update the field on the SO order
>
>
> Sincerely
> Jose C Gomez
>
> http://www.josecgomez.com
>
>
>
> On Mon, Aug 2, 2010 at 11:46 AM, mikehaynes99 <mikeh@...> wrote:
>
>>
>>
>> Can I make a BPM that will change a field on a sales order based on the
>> value of a field on the customer record? Specifically, if
>> customer.credithold = true then change orderhed.termscode to be "TBD". If
>> it's possible could you give me the steps?
>> Thanks.
>>
>>
>>
>
>


[Non-text portions of this message have been removed]
24
Jose,
Thanks for the reply. Where do I put the code you gave me? I'm relatively inexperienced with BPM's so I could really use some hand-holding if you wouldn't mind.
Mike

--- In vantage@yahoogroups.com, Jose Gomez <jose@...> wrote:
>
> Here is a very quick may not work draft of what you need to do on SalesOrder
> update but it gives you an idea.
>
> find first Customer where Customer.CustID = ttOrderHed.CustomerCustID
> no-error.
> if available Customer then
> do:
> if(Customer.CreditHold=Yes) then
> do:
> for each ttOrderHed.
> Assign ttOrderHed.TermsCode="TBD".
> end.
> end.
> end.
>
>
>
> Sincerely
> Jose C Gomez
>
> http://www.josecgomez.com
>
>
> On Mon, Aug 2, 2010 at 12:30 PM, Jose Gomez <jose@...> wrote:
>
> > Yes you can do that very easily
> >
> > you need to first find the customer record on the BPM
> > if found look at the hold status if its on hold
> > then update the field on the SO order
> >
> >
> > Sincerely
> > Jose C Gomez
> >
> > http://www.josecgomez.com
> >
> >
> >
> > On Mon, Aug 2, 2010 at 11:46 AM, mikehaynes99 <mikeh@...> wrote:
> >
> >>
> >>
> >> Can I make a BPM that will change a field on a sales order based on the
> >> value of a field on the customer record? Specifically, if
> >> customer.credithold = true then change orderhed.termscode to be "TBD". If
> >> it's possible could you give me the steps?
> >> Thanks.
> >>
> >>
> >>
> >
> >
>
>
> [Non-text portions of this message have been removed]
>
25
You have to create a BPM on SalesOrderUpdate method. Again I am not sure if
the code will work out of the box.
I don't have a lot of time at them moment to give you specific instructions
on how to make BPM's from scratch :(

Do you have the customization guide? If so you may want to look at it and
then use the code I provided. If you ahve any specific questions I'll try to
help the best I can

Thanks!


Sincerely
Jose C Gomez

http://www.josecgomez.com


On Mon, Aug 2, 2010 at 3:40 PM, mikehaynes99 <mikeh@...> wrote:

>
>
>
>
> Jose,
> Thanks for the reply. Where do I put the code you gave me? I'm relatively
> inexperienced with BPM's so I could really use some hand-holding if you
> wouldn't mind.
> Mike
>
>
> --- In vantage@yahoogroups.com <vantage%40yahoogroups.com>, Jose Gomez
> <jose@...> wrote:
> >
> > Here is a very quick may not work draft of what you need to do on
> SalesOrder
> > update but it gives you an idea.
> >
> > find first Customer where Customer.CustID = ttOrderHed.CustomerCustID
> > no-error.
> > if available Customer then
> > do:
> > if(Customer.CreditHold=Yes) then
> > do:
> > for each ttOrderHed.
> > Assign ttOrderHed.TermsCode="TBD".
> > end.
> > end.
> > end.
> >
> >
> >
> > Sincerely
> > Jose C Gomez
> >
> > http://www.josecgomez.com
> >
> >
> > On Mon, Aug 2, 2010 at 12:30 PM, Jose Gomez <jose@...> wrote:
> >
> > > Yes you can do that very easily
> > >
> > > you need to first find the customer record on the BPM
> > > if found look at the hold status if its on hold
> > > then update the field on the SO order
> > >
> > >
> > > Sincerely
> > > Jose C Gomez
> > >
> > > http://www.josecgomez.com
> > >
> > >
> > >
> > > On Mon, Aug 2, 2010 at 11:46 AM, mikehaynes99 <mikeh@...> wrote:
> > >
> > >>
> > >>
> > >> Can I make a BPM that will change a field on a sales order based on
> the
> > >> value of a field on the customer record? Specifically, if
> > >> customer.credithold = true then change orderhed.termscode to be "TBD".
> If
> > >> it's possible could you give me the steps?
> > >> Thanks.
> > >>
> > >>
> > >>
> > >
> > >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>


[Non-text portions of this message have been removed]
26
Mike,



In case you missed it, download this WebEx recording. It a great way to
learn more about BPMs.

http://dl.dropbox.com/u/9071286/BPM.arf



You will need the ARF player from WebEx



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of mikehaynes99
Sent: Monday, August 02, 2010 3:41 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: BPM Question







Jose,
Thanks for the reply. Where do I put the code you gave me? I'm
relatively inexperienced with BPM's so I could really use some
hand-holding if you wouldn't mind.
Mike

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , Jose
Gomez <jose@...> wrote:
>
> Here is a very quick may not work draft of what you need to do on
SalesOrder
> update but it gives you an idea.
>
> find first Customer where Customer.CustID = ttOrderHed.CustomerCustID
> no-error.
> if available Customer then
> do:
> if(Customer.CreditHold=Yes) then
> do:
> for each ttOrderHed.
> Assign ttOrderHed.TermsCode="TBD".
> end.
> end.
> end.
>
>
>
> Sincerely
> Jose C Gomez
>
> http://www.josecgomez.com
>
>
> On Mon, Aug 2, 2010 at 12:30 PM, Jose Gomez <jose@...> wrote:
>
> > Yes you can do that very easily
> >
> > you need to first find the customer record on the BPM
> > if found look at the hold status if its on hold
> > then update the field on the SO order
> >
> >
> > Sincerely
> > Jose C Gomez
> >
> > http://www.josecgomez.com
> >
> >
> >
> > On Mon, Aug 2, 2010 at 11:46 AM, mikehaynes99 <mikeh@...> wrote:
> >
> >>
> >>
> >> Can I make a BPM that will change a field on a sales order based on
the
> >> value of a field on the customer record? Specifically, if
> >> customer.credithold = true then change orderhed.termscode to be
"TBD". If
> >> it's possible could you give me the steps?
> >> Thanks.
> >>
> >>
> >>
> >
> >
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]
27
Mike,

Assuming you want this to trigger on all order based on credit hold status, create a preprocessing BPM. In the actions select the Execute 4GL Code option. Enter the code that Jose provided. Also, after you save your 4GL Code, make sure you mark the action as Synchronously. You won't need a condition for this BPM to run, it will run on all Sales Orders.

Good luck,

Michelle de la Vega
Business Applications Manager
Cold Jet, LLC
455 Wards Corner Road
Loveland, Ohio 45140
USA
+1 513-716-6400 (office)
+1 513-382-3281 (mobile)
+1 513-831-1209 (fax)
www.coldjet.com<http://www.coldjet.com>
[cid:image001.jpg@01CB325F.299F78B0]

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Joe Rojas
Sent: Monday, August 02, 2010 4:03 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: BPM Question



Mike,

In case you missed it, download this WebEx recording. It a great way to
learn more about BPMs.

http://dl.dropbox.com/u/9071286/BPM.arf

You will need the ARF player from WebEx

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf
Of mikehaynes99
Sent: Monday, August 02, 2010 3:41 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: BPM Question

Jose,
Thanks for the reply. Where do I put the code you gave me? I'm
relatively inexperienced with BPM's so I could really use some
hand-holding if you wouldn't mind.
Mike

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> , Jose
Gomez <jose@...> wrote:
>
> Here is a very quick may not work draft of what you need to do on
SalesOrder
> update but it gives you an idea.
>
> find first Customer where Customer.CustID = ttOrderHed.CustomerCustID
> no-error.
> if available Customer then
> do:
> if(Customer.CreditHold=Yes) then
> do:
> for each ttOrderHed.
> Assign ttOrderHed.TermsCode="TBD".
> end.
> end.
> end.
>
>
>
> Sincerely
> Jose C Gomez
>
> http://www.josecgomez.com
>
>
> On Mon, Aug 2, 2010 at 12:30 PM, Jose Gomez <jose@...> wrote:
>
> > Yes you can do that very easily
> >
> > you need to first find the customer record on the BPM
> > if found look at the hold status if its on hold
> > then update the field on the SO order
> >
> >
> > Sincerely
> > Jose C Gomez
> >
> > http://www.josecgomez.com
> >
> >
> >
> > On Mon, Aug 2, 2010 at 11:46 AM, mikehaynes99 <mikeh@...> wrote:
> >
> >>
> >>
> >> Can I make a BPM that will change a field on a sales order based on
the
> >> value of a field on the customer record? Specifically, if
> >> customer.credithold = true then change orderhed.termscode to be
"TBD". If
> >> it's possible could you give me the steps?
> >> Thanks.
> >>
> >>
> >>
> >
> >
>
>
> [Non-text portions of this message have been removed]
>

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



[Non-text portions of this message have been removed]
28
Good Day Joe:

What program did you use to open it.

http://dl.dropbox.com/u/9071286/BPM.arf
<http://dl.dropbox.com/u/9071286/BPM.arf>


I am getting and error that Windows does not know what to use and
wants to search the Net.



len.hartka@...
Leonard C. Hartka, IT Director\ERP Manager
Sun Automation Group
66 Loveton Circle
Sparks, Md. 21152
410-329-3560 ext. 120
410-329-3564 FAX
443-255-7192 Work Cell
len.hartka@...

www.Sunautomation.com <http://www.sunautomation.com/>


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Joe Rojas
Sent: Monday, August 02, 2010 4:03 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: BPM Question




Mike,

In case you missed it, download this WebEx recording. It a great way to
learn more about BPMs.

http://dl.dropbox.com/u/9071286/BPM.arf

You will need the ARF player from WebEx

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of mikehaynes99
Sent: Monday, August 02, 2010 3:41 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: BPM Question

Jose,
Thanks for the reply. Where do I put the code you gave me? I'm
relatively inexperienced with BPM's so I could really use some
hand-holding if you wouldn't mind.
Mike

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> , Jose
Gomez <jose@...> wrote:
>
> Here is a very quick may not work draft of what you need to do on
SalesOrder
> update but it gives you an idea.
>
> find first Customer where Customer.CustID = ttOrderHed.CustomerCustID
> no-error.
> if available Customer then
> do:
> if(Customer.CreditHold=Yes) then
> do:
> for each ttOrderHed.
> Assign ttOrderHed.TermsCode="TBD".
> end.
> end.
> end.
>
>
>
> Sincerely
> Jose C Gomez
>
> http://www.josecgomez.com
>
>
> On Mon, Aug 2, 2010 at 12:30 PM, Jose Gomez <jose@...> wrote:
>
> > Yes you can do that very easily
> >
> > you need to first find the customer record on the BPM
> > if found look at the hold status if its on hold
> > then update the field on the SO order
> >
> >
> > Sincerely
> > Jose C Gomez
> >
> > http://www.josecgomez.com
> >
> >
> >
> > On Mon, Aug 2, 2010 at 11:46 AM, mikehaynes99 <mikeh@...> wrote:
> >
> >>
> >>
> >> Can I make a BPM that will change a field on a sales order based on
the
> >> value of a field on the customer record? Specifically, if
> >> customer.credithold = true then change orderhed.termscode to be
"TBD". If
> >> it's possible could you give me the steps?
> >> Thanks.
> >>
> >>
> >>
> >
> >
>
>
> [Non-text portions of this message have been removed]
>

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






This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.


[Non-text portions of this message have been removed]
29
Go here and download the arf player



http://www.webex.com/downloadplayer.html



Edward F. Fox, Jr., CPA

Controller

Maxson Automatic Machinery Company

Phone 401-596-9873 x110 a Fax 401-596-1050

www.maxsonautomatic.com

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Len Hartka
Sent: Tuesday, August 03, 2010 8:49 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: BPM Question





Good Day Joe:

What program did you use to open it.

http://dl.dropbox.com/u/9071286/BPM.arf
<http://dl.dropbox.com/u/9071286/BPM.arf>

I am getting and error that Windows does not know what to use and
wants to search the Net.



len.hartka@... <mailto:len.hartka%40sunautomation.com>
Leonard C. Hartka, IT Director\ERP Manager
Sun Automation Group
66 Loveton Circle
Sparks, Md. 21152
410-329-3560 ext. 120
410-329-3564 FAX
443-255-7192 Work Cell
len.hartka@... <mailto:len.hartka%40sunautomation.com>

www.Sunautomation.com <http://www.sunautomation.com/>

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Joe Rojas
Sent: Monday, August 02, 2010 4:03 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Re: BPM Question

Mike,

In case you missed it, download this WebEx recording. It a great way to
learn more about BPMs.

http://dl.dropbox.com/u/9071286/BPM.arf

You will need the ARF player from WebEx

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of mikehaynes99
Sent: Monday, August 02, 2010 3:41 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: BPM Question

Jose,
Thanks for the reply. Where do I put the code you gave me? I'm
relatively inexperienced with BPM's so I could really use some
hand-holding if you wouldn't mind.
Mike

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> , Jose
Gomez <jose@...> wrote:
>
> Here is a very quick may not work draft of what you need to do on
SalesOrder
> update but it gives you an idea.
>
> find first Customer where Customer.CustID = ttOrderHed.CustomerCustID
> no-error.
> if available Customer then
> do:
> if(Customer.CreditHold=Yes) then
> do:
> for each ttOrderHed.
> Assign ttOrderHed.TermsCode="TBD".
> end.
> end.
> end.
>
>
>
> Sincerely
> Jose C Gomez
>
> http://www.josecgomez.com
>
>
> On Mon, Aug 2, 2010 at 12:30 PM, Jose Gomez <jose@...> wrote:
>
> > Yes you can do that very easily
> >
> > you need to first find the customer record on the BPM
> > if found look at the hold status if its on hold
> > then update the field on the SO order
> >
> >
> > Sincerely
> > Jose C Gomez
> >
> > http://www.josecgomez.com
> >
> >
> >
> > On Mon, Aug 2, 2010 at 11:46 AM, mikehaynes99 <mikeh@...> wrote:
> >
> >>
> >>
> >> Can I make a BPM that will change a field on a sales order based on
the
> >> value of a field on the customer record? Specifically, if
> >> customer.credithold = true then change orderhed.termscode to be
"TBD". If
> >> it's possible could you give me the steps?
> >> Thanks.
> >>
> >>
> >>
> >
> >
>
>
> [Non-text portions of this message have been removed]
>

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

This e-mail and any attachments may contain proprietary and/or confidential
information. If you are not the intended recipient, please notify the sender
immediately by reply e-mail or at 410-472-2900 and then delete the message
without using, disseminating, or copying this message or any portion
thereof. With e-mail communications you are urged to protect against
viruses.

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





[Non-text portions of this message have been removed]
30
Good Day Ed:

I saw that, but it wants to "FIX" my computer regestry.

That makes me nervous.



Len
Leonard C. Hartka, IT Director\ERP Manager
Sun Automation Group
66 Loveton Circle
Sparks, Md. 21152
410-329-3560 ext. 120
410-329-3564 FAX
443-255-7192 Work Cell
len.hartka@...

www.Sunautomation.com <http://www.sunautomation.com/>


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Edward F. Fox, Jr.
Sent: Tuesday, August 03, 2010 9:01 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: BPM Question




Go here and download the arf player

http://www.webex.com/downloadplayer.html

Edward F. Fox, Jr., CPA

Controller

Maxson Automatic Machinery Company

Phone 401-596-9873 x110 a Fax 401-596-1050

www.maxsonautomatic.com

_____

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of
Len Hartka
Sent: Tuesday, August 03, 2010 8:49 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Re: BPM Question

Good Day Joe:

What program did you use to open it.

http://dl.dropbox.com/u/9071286/BPM.arf
<http://dl.dropbox.com/u/9071286/BPM.arf>

I am getting and error that Windows does not know what to use and
wants to search the Net.

len.hartka@... <mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com>
Leonard C. Hartka, IT Director\ERP Manager
Sun Automation Group
66 Loveton Circle
Sparks, Md. 21152
410-329-3560 ext. 120
410-329-3564 FAX
443-255-7192 Work Cell
len.hartka@... <mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com>

www.Sunautomation.com <http://www.sunautomation.com/>

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Joe Rojas
Sent: Monday, August 02, 2010 4:03 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Re: BPM Question

Mike,

In case you missed it, download this WebEx recording. It a great way to
learn more about BPMs.

http://dl.dropbox.com/u/9071286/BPM.arf

You will need the ARF player from WebEx

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of mikehaynes99
Sent: Monday, August 02, 2010 3:41 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: BPM Question

Jose,
Thanks for the reply. Where do I put the code you gave me? I'm
relatively inexperienced with BPM's so I could really use some
hand-holding if you wouldn't mind.
Mike

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> , Jose
Gomez <jose@...> wrote:
>
> Here is a very quick may not work draft of what you need to do on
SalesOrder
> update but it gives you an idea.
>
> find first Customer where Customer.CustID = ttOrderHed.CustomerCustID
> no-error.
> if available Customer then
> do:
> if(Customer.CreditHold=Yes) then
> do:
> for each ttOrderHed.
> Assign ttOrderHed.TermsCode="TBD".
> end.
> end.
> end.
>
>
>
> Sincerely
> Jose C Gomez
>
> http://www.josecgomez.com
>
>
> On Mon, Aug 2, 2010 at 12:30 PM, Jose Gomez <jose@...> wrote:
>
> > Yes you can do that very easily
> >
> > you need to first find the customer record on the BPM
> > if found look at the hold status if its on hold
> > then update the field on the SO order
> >
> >
> > Sincerely
> > Jose C Gomez
> >
> > http://www.josecgomez.com
> >
> >
> >
> > On Mon, Aug 2, 2010 at 11:46 AM, mikehaynes99 <mikeh@...> wrote:
> >
> >>
> >>
> >> Can I make a BPM that will change a field on a sales order based on
the
> >> value of a field on the customer record? Specifically, if
> >> customer.credithold = true then change orderhed.termscode to be
"TBD". If
> >> it's possible could you give me the steps?
> >> Thanks.
> >>
> >>
> >>
> >
> >
>
>
> [Non-text portions of this message have been removed]
>

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

This e-mail and any attachments may contain proprietary and/or
confidential
information. If you are not the intended recipient, please notify the
sender
immediately by reply e-mail or at 410-472-2900 and then delete the
message
without using, disseminating, or copying this message or any portion
thereof. With e-mail communications you are urged to protect against
viruses.

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

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






This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.


[Non-text portions of this message have been removed]
31
Go to http://www.webex.com/downloadplayer.html

Download the ARF player.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Len Hartka
Sent: Tuesday, August 03, 2010 8:49 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: BPM Question





Good Day Joe:

What program did you use to open it.

http://dl.dropbox.com/u/9071286/BPM.arf
<http://dl.dropbox.com/u/9071286/BPM.arf>

I am getting and error that Windows does not know what to use and
wants to search the Net.



len.hartka@... <mailto:len.hartka%40sunautomation.com>
Leonard C. Hartka, IT Director\ERP Manager
Sun Automation Group
66 Loveton Circle
Sparks, Md. 21152
410-329-3560 ext. 120
410-329-3564 FAX
443-255-7192 Work Cell
len.hartka@... <mailto:len.hartka%40sunautomation.com>

www.Sunautomation.com <http://www.sunautomation.com/>

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Joe Rojas
Sent: Monday, August 02, 2010 4:03 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Re: BPM Question

Mike,

In case you missed it, download this WebEx recording. It a great way to
learn more about BPMs.

http://dl.dropbox.com/u/9071286/BPM.arf

You will need the ARF player from WebEx

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of mikehaynes99
Sent: Monday, August 02, 2010 3:41 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: BPM Question

Jose,
Thanks for the reply. Where do I put the code you gave me? I'm
relatively inexperienced with BPM's so I could really use some
hand-holding if you wouldn't mind.
Mike

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> , Jose
Gomez <jose@...> wrote:
>
> Here is a very quick may not work draft of what you need to do on
SalesOrder
> update but it gives you an idea.
>
> find first Customer where Customer.CustID = ttOrderHed.CustomerCustID
> no-error.
> if available Customer then
> do:
> if(Customer.CreditHold=Yes) then
> do:
> for each ttOrderHed.
> Assign ttOrderHed.TermsCode="TBD".
> end.
> end.
> end.
>
>
>
> Sincerely
> Jose C Gomez
>
> http://www.josecgomez.com
>
>
> On Mon, Aug 2, 2010 at 12:30 PM, Jose Gomez <jose@...> wrote:
>
> > Yes you can do that very easily
> >
> > you need to first find the customer record on the BPM
> > if found look at the hold status if its on hold
> > then update the field on the SO order
> >
> >
> > Sincerely
> > Jose C Gomez
> >
> > http://www.josecgomez.com
> >
> >
> >
> > On Mon, Aug 2, 2010 at 11:46 AM, mikehaynes99 <mikeh@...> wrote:
> >
> >>
> >>
> >> Can I make a BPM that will change a field on a sales order based on
the
> >> value of a field on the customer record? Specifically, if
> >> customer.credithold = true then change orderhed.termscode to be
"TBD". If
> >> it's possible could you give me the steps?
> >> Thanks.
> >>
> >>
> >>
> >
> >
>
>
> [Non-text portions of this message have been removed]
>

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

This e-mail and any attachments may contain proprietary and/or
confidential information. If you are not the intended recipient, please
notify the sender immediately by reply e-mail or at 410-472-2900 and
then delete the message without using, disseminating, or copying this
message or any portion thereof. With e-mail communications you are urged
to protect against viruses.

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





[Non-text portions of this message have been removed]
32
That is odd. I don't recall that message, but nearly all program installs
update the registry so I wonder how "FIX" differs.



Edward F. Fox, Jr., CPA

Controller

Maxson Automatic Machinery Company

Phone 401-596-9873 x110 a Fax 401-596-1050

www.maxsonautomatic.com

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Len Hartka
Sent: Tuesday, August 03, 2010 9:05 AM
To: vantage@yahoogroups.com
Cc: IT Department
Subject: RE: [Vantage] Re: BPM Question





Good Day Ed:

I saw that, but it wants to "FIX" my computer regestry.

That makes me nervous.



Len
Leonard C. Hartka, IT Director\ERP Manager
Sun Automation Group
66 Loveton Circle
Sparks, Md. 21152
410-329-3560 ext. 120
410-329-3564 FAX
443-255-7192 Work Cell
len.hartka@... <mailto:len.hartka%40sunautomation.com>

www.Sunautomation.com <http://www.sunautomation.com/>

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Edward F. Fox, Jr.
Sent: Tuesday, August 03, 2010 9:01 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Re: BPM Question

Go here and download the arf player

http://www.webex.com/downloadplayer.html

Edward F. Fox, Jr., CPA

Controller

Maxson Automatic Machinery Company

Phone 401-596-9873 x110 Fax 401-596-1050

www.maxsonautomatic.com

_____

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf Of
Len Hartka
Sent: Tuesday, August 03, 2010 8:49 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Re: BPM Question

Good Day Joe:

What program did you use to open it.

http://dl.dropbox.com/u/9071286/BPM.arf
<http://dl.dropbox.com/u/9071286/BPM.arf>

I am getting and error that Windows does not know what to use and
wants to search the Net.

len.hartka@... <mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com>
Leonard C. Hartka, IT Director\ERP Manager
Sun Automation Group
66 Loveton Circle
Sparks, Md. 21152
410-329-3560 ext. 120
410-329-3564 FAX
443-255-7192 Work Cell
len.hartka@... <mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com>

www.Sunautomation.com <http://www.sunautomation.com/>

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Joe Rojas
Sent: Monday, August 02, 2010 4:03 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Re: BPM Question

Mike,

In case you missed it, download this WebEx recording. It a great way to
learn more about BPMs.

http://dl.dropbox.com/u/9071286/BPM.arf

You will need the ARF player from WebEx

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of mikehaynes99
Sent: Monday, August 02, 2010 3:41 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: BPM Question

Jose,
Thanks for the reply. Where do I put the code you gave me? I'm
relatively inexperienced with BPM's so I could really use some
hand-holding if you wouldn't mind.
Mike

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> , Jose
Gomez <jose@...> wrote:
>
> Here is a very quick may not work draft of what you need to do on
SalesOrder
> update but it gives you an idea.
>
> find first Customer where Customer.CustID = ttOrderHed.CustomerCustID
> no-error.
> if available Customer then
> do:
> if(Customer.CreditHold=Yes) then
> do:
> for each ttOrderHed.
> Assign ttOrderHed.TermsCode="TBD".
> end.
> end.
> end.
>
>
>
> Sincerely
> Jose C Gomez
>
> http://www.josecgomez.com
>
>
> On Mon, Aug 2, 2010 at 12:30 PM, Jose Gomez <jose@...> wrote:
>
> > Yes you can do that very easily
> >
> > you need to first find the customer record on the BPM
> > if found look at the hold status if its on hold
> > then update the field on the SO order
> >
> >
> > Sincerely
> > Jose C Gomez
> >
> > http://www.josecgomez.com
> >
> >
> >
> > On Mon, Aug 2, 2010 at 11:46 AM, mikehaynes99 <mikeh@...> wrote:
> >
> >>
> >>
> >> Can I make a BPM that will change a field on a sales order based on
the
> >> value of a field on the customer record? Specifically, if
> >> customer.credithold = true then change orderhed.termscode to be
"TBD". If
> >> it's possible could you give me the steps?
> >> Thanks.
> >>
> >>
> >>
> >
> >
>
>
> [Non-text portions of this message have been removed]
>

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

This e-mail and any attachments may contain proprietary and/or
confidential
information. If you are not the intended recipient, please notify the
sender
immediately by reply e-mail or at 410-472-2900 and then delete the
message
without using, disseminating, or copying this message or any portion
thereof. With e-mail communications you are urged to protect against
viruses.

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

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

This e-mail and any attachments may contain proprietary and/or confidential
information. If you are not the intended recipient, please notify the sender
immediately by reply e-mail or at 410-472-2900 and then delete the message
without using, disseminating, or copying this message or any portion
thereof. With e-mail communications you are urged to protect against
viruses.

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





[Non-text portions of this message have been removed]
33
All,

I have tried to look for an answer in the archives because I know someone has figured this one out before but the Yahoo server keeps giving me the "Search server is busy (code=300)"-finger.

Anyway: I have created a BPM to send an e-mail to a lead engineer when a part revision gets updated (and ttPart.CheckBox01 gets checked). This works. Now this lead engineer needs his own checkbox (ttPart.CheckBox02) to prompt an e-mail to go to QA to give the new rev the once-over. The QA guy should only get the message that a part is ready for review after the lead engineer has OK'd the rev.

I have built a pre processing condition for each of these cases with a matching post processing prompt to send off an e-mail. This is where it breaks; only the first condition seems to get evaluated.

So I tried to combine the two pre processing conditions into one, and separate them by an "or" statement. In that case I don't seem to be able to distinguish which e-mail gets sent out. I don't think I can specify there who is going to get e-mailed based on which checkbox was checked.

So in short: I have two checkboxes; a check in one should result in an e-mail to A, a check in the other should result in an e-mail to B.

I hope this makes sense and someone can point me in the right direction...

Thanks!

Paul
34
We are just starting to use BPMs and have what may be a simple question.

From the PO Entry - PO Header Miscellaneous Charges, we need to restrict certain Charge IDs that should not be used by various users.

We started by activating Checkbox01 under the table PurMisc. The thought is that we would tag the items that required a higher security group.

We attempted to create a BPM but can't seem to figure out how utilize the PurMisc table through the PO table.

I'm not sure if I explained this correctly, but any direction would be great. Maybe the PurMisc.CheckBox01 is not the right direction. We could type in everyone MiscCode/ChargeID in the BPM that they are allowed to use, however there are more that 50-70 and I know they will change.

Thanks

Tom Peat
35
I am on Progress 803.408 and want to create lot numbers for lot-controlled
parts. I have created a BPM on BO Receipt and method CheckDtlBeforeUpdate.

My Condition is:
for each ttRcvDtl where (ttRcvDtl.RowMod = 'A') no-lock,
each Part where Part.TrackLots = TRUE
 and (ttRcvDtl.Company = Part.Company and
      ttRcvDtl.PartNum = Part.PartNum) no-lock

My action is:
/* Calculate next Lot Number */
define var vLot as Integer no-undo.
define var newLot as character no-undo.
define var msg as character no-undo.
find last Company where Company.Company = CUR-COMP no-lock.
if available Company then do:
assign vLot = Company.Number02 + 1.
Run lib\UpdateTableBuffer.p(input BUFFER Company:Handle, 'Number02', vLot).
newLot = STRING(vLot, "9999999").
msg = "New Lot No:" + "~n" + newLot.
{lib/PublishInfoMsg.i &InfoMsg = msg }.
end.

The problem is that the presence of the Run lib... line causes the program to
hang. I need to update Number02 with the current lot number before the next lot
required receipt comes in. Should this line be in  post-processing?

Thanks, -Karl

[Non-text portions of this message have been removed]
36

I am supposed to remove the Blanket Flag check box at the SALES ORDER ENTRY HEADER and the BPM behind it that turns the HOLD FLAG on.

I went into System Management > Business Process Management > Hold Type

Thinking that's where the BPM are and it is a hold flag...I tried to do a search and it returns nothing

I am not sure how/where to find out what the BPM behind anything is...

How would you find this information out?


37
First, a BPM is not an Hold Type. The hold type are only a kind of tag you
can put on parts or on some orders.



A BPM is in the method directives menu. You have to search by table , in
your case, orderhed and then, you have to look probably at the update
method. I think your BPm should be there.



The method directive menu is in system management/BusinessProcessManagement
(you see where the BPM comes from) then Setup.



*Amélie Pelletier*

*Analyste Programmeur / Program analyst*



[image: cid:image001.jpg@01CD5525.2091A820]



*230, Boulevard Nilus-Leclerc*

*L'Islet, Québec (Canada)*

*G0R 2C0*

*Téléphone: 418-247-3986 ext. 2390*

*Fax: 418-247-7925*

*amelie.pelletier@... <brigitte.savoie@...>*

*P* Est-ce nécessaire d’imprimer ce message?
*Please consider the environment before printing this email**.*





*De :* vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
*Envoyé :* 2 octobre 2014 10:53
*À :* vantage@yahoogroups.com
*Objet :* [Vantage] BPM Question





I am supposed to remove the Blanket Flag check box at the SALES ORDER ENTRY
HEADER and the BPM behind it that turns the HOLD FLAG on.

I went into System Management > Business Process Management > Hold Type

Thinking that's where the BPM are and it is a hold flag...I tried to do a
search and it returns nothing

I am not sure how/where to find out what the BPM behind anything is...

How would you find this information out?






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