So a while ago Epicor introduced Functions into the BPM area, as a relatively experienced BPM/BAQ/Dashboard (non developer) person they kind of looked interesting but with the documentation provided I found it difficult to imagine how anyone outside of a developer would be able to use this until I was tasked by a customer to create some automated emails not based on actions but on a scheduled/summary basis…which got me thinking and exploring (Alice and the Rabbit Hole spring to mind in retrospect).
After a bit of digging around (Google is my best friend, and not just in lockdown), a BAQ and a bit of recycled C# code I managed to create a function that I can attach to one or more System Agent Schedules to run periodically during the day (in this case 11AM and 3PM) that shows the user what POs are waiting to be approved and a hyperlink to the EWA PO Approvals form so they can action them
As soon as the PO is Approved/Rejected the Buyer will receive an email letting them know the outcome.
I have attached all of the files required for you to have a play with…but some items will need to be changed.
Welcome to the Rabbit Hole…I already have taken this and developed a number of other functions to let people know what is happening including:
- Requisition Status
- O/S Tasks Alerts (CRM, Case Management, ECO)
- Time and Expense Approval
- PO Receipts
- Customer Shipment Notifications
Please note the function once imported will need to be amended as follows:
- Amend/remove the CC element of the function
- Amend the Custom code element of the function to match your environment (e.g. From email address, EWA URL)
NB: This is for 10.2.700.6 but code caPOToApproveBAQFunctionBPM.zip (105.0 KB) n be provided for v 10.2.600.x
Hope this proves useful