Hi All, so far this forum has been invaluable and has provided a lot of help with various aspects of our Epicor system. Firstly let me point out i am trying to do this in the 2024.1 update in our PILOT system. i am looking to copy the attached files from the order line to the job head when the jo…

[image] tonyb1986: am i being really stupid here or am i doing the wrong thing? It’s too early to tell… :wink: We need a bit more information before we can help you properly. Are you make direct, or make to stock, both? What I’m getting at, is how are your jobs linked to your orders? GetN…

Hi, at the moment everything is make to order, however we have a new configurator being implemented soon which will drive some of our raw materials to be converted from coil into flat sheets which will go in to stock. So for the purpose of this and future proofing, it will be make to stock and make …

Not quite. What I really need to know, is at what point, do we know both the job number, and the order number. Once we have both of those available in the dataset, we can choose an appropriate BPM. Do a little tracing, and share the results.

For make direct this is when JobProd is created with an OrderNum not zero. I copy flowdowns from order to job in a in-transaction data directive on JobProd. The attachment already exists. We just need to use @jgiese.wci ’s function to make a new reference to the existing file. Once that is working …

[image] gpayne: For make direct this is when JobProd is created with an OrderNum not zero. For my education, would you mind sharing when this occurs. We are make to stock on everything, but we operate on a make to order basis if that makes any sense. I haven’t had enough exposure to the norm…

@klincecum It would be the same process in job entry or where ever the job is made of making the demand link. Make to order links to a order/line/release that is marked as make direct. [image] We are the same MTS, but all custom, so nothing is made without an order.

[image] gpayne: The attachment already exists. We just need to use @jgiese.wci ’s function to make a new reference to the existing file. Where might this item exist? For the curious :wink:

The XfileRef table has XFileRefNum which is the link to the XFileName where ever it exists (server, ECM, Sharepoint) The order’s record is in the XFileAttch table where Key1 = OrderNum and RelatedToFile = OrderHed if you make a new XFileAttch record that points to the same XFileRefNum but the Rel…

[image] gpayne: We are the same MTS, but all custom, so nothing is made without an order. We are both… Some make to order and some MTS

Hi Kevin, normally MRP will pick up the job numbers for us, but this can also be done via order job wizard or via manually running process MRP - would i be right in thinking the BO method would be the same to capture the make to order item and then generate the job numbers or should i do a log with…

Help creating a BPM

Kinetic ERP

gpayne (Greg Payne) June 10, 2024, 3:21pm 13

LOL Here is one of the threads where it is…

Topic		Replies	Views
Copy Order Entry Attachment to Job Header Epicor ERP 10 bpm	7	1353	August 22, 2023
Keeping Attachments in jobhead Kinetic ERP	2	779	April 22, 2024
Data Collection (MES) and Documents Kinetic ERP	4	1344	June 7, 2024
How to do auto attachment via BPM? Epicor ERP 10 bpm	9	7152	August 26, 2019
Mass issue to Manufacturing BPM at customer Shipment entry Epicor ERP 10	16	2533	August 29, 2022

Help creating a BPM

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