Epicor10 BPM Help - Project Phases

Epicor ERP 10
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Hello all,

I’m looking for some help on a BPM for project phases. I have a request from a user that when one project phase is set to complete it sets the next project phase status to In process and sets the start date to current.

After looking through the available methods I’ve not come across one that would trigger the actions that need to take place. Im wondering if anyone may know of an available method that I may have over looked or can point me in the right direction for this.

For a little more information what I’m running into now. All of the phases are created from the beginning of the project. I saw a method for getnewprojphase, but i believe that would only trigger if they are creating the project phases as the project is ongoing which wont work with our current process. Just looking to see if something can be triggered by phase status tied to a sequence ID. Any help would be appreciated and thanks in advance!

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I’d probably do it in a combo of Preprocessing and Postprocessing on the Update method. I’d check to see if a phase was changed to completed in preprocessing and set a flag accordingly. Then in Postprocessing, check the flag and do the work. (I prefer to separate error checks and such in the Pre-update and ‘other’ work in Post-update).

There probably won’t be any simple widgets to get the next phase, you’d maybe try getting the next phase by getting the min SortSeq that is greater than the current SortSeq and updating the ProjPhase record which has that SortSeq.

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