Help with passing a value between tables

[ckrusen (Calvin Krusen)]

Take a look at

Custom BPM to add QuoteHed_UD field to Sales Order on Opp to Sales Order processing

Ok, it looks like what you will need is a PostProcessing Method Directive on Erp.BO.Quote.CreateOrder In there you can access your UD field in QuoteHed: [image] Get SO uses the Erp.SalesOrder.GetByID with the orderNum variable that is in the CreateOrder definition. You can use this to create a DataSet variable that will be returned with the sales order information. [image] The Set SO_UD is used to set the Sales Order UD field to the QuoteHed UD field. Remember in a post processing there i…

You’ll need to have a similar BPM for the two ways (In Quote → Create Order, or in Order → Get Quote).