Email Address to show on the service call

Epicor ERP 10
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1

Good day

I am tasked to bring in the email address which is shown on the Customer Contact Maintenance of the person/contact to show on the service call under the Sold To. I am unsure of how to do this and would appreciate anyone who can help me with this task

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2

Foreign Key View with a SubTable View will provide this.

Other options are:
-BAQView
-UD Field and BPM

3

Hi Jason

Can you please give me more information and steps on how to do the foreign key view with a SubTable view please

Thanks

4

While in the Customization, go to Tools > Data Tools. The first tab is the ability to create an FKV. In this case, you would add an FVK for Customer and then a SubTabe FKV for the Contact. The SubTable needs the fields that will define what record to display (CustNum, ShipToNum, and ConNum).

5

Thank you Jason I was not aware of doing it this way

6

There are more “efficient” ways of getting your data via code, but this is a no-code way that isn’t too bad.