I am trying to figure out how to determine who authored a quote, and Epicor support is telling me there is no way to do that. I find that very hard to believe since most other functions log the initials of the person who originated them. Any suggestions?
As far as I know, by design, there is nothing tracking that information at all.
however you can enable the trace log options and then will be capable of identifying them.
another option that is just coming to my mind is to write a BPM to update the QuoteHed.ChangedBy field with the user id which authorize the quote. if it has no been already updated when it was authorized.
- probably if that field is updated automatically already when the quote itself is updated, the solution would be to modify some “hidden” field before the authorization is completed. -
I second the idea of creating a Method Directive to save the quote creator. But, I would save the value to some QuoteHed.ShortChar~ field instead of the “ChangedBy”. If you’re trying to find out who created the quote, this value would get overwritten the first time someone made a change to the quote.