Hi all,
I’m looking for some advice on modifying the logic behind the CalcTranType combo box on PO Lines.
Currently, when a user selects a part and saves the line, the Type field becomes disabled/read-only. I’ve gone through the events and rules but haven’t been able to track down what’s controlling this behaviour.
What I’d like to do is change the Type as it’s not correctly reflected the part.
Any guidance would be greatly appreciated—thanks in advance for your time!
Why do you need the buyer to have the option to change this?
It’s not for the buyer. I’d like to make amendments after the line has been saved, if possible.
EDIT: Though saying that, if the buyer enters the type wrong, how would they amend it? Any suggestions?
Example 1
Let’s say you have a PO line saved for an inventory part, then you change the type to “other” or “job subcontract”, you have a saved line that when receipted will post the GL codes tied to that part’s part class.
Example 2
You have a subcontract line on the PO. You then force change this to an inventory part. But that specific PO line is now tied to the subcontract operation on a job. It wont come in as inventory.
If you need to amend the line, just delete it and put it in new. I wouldn’t recommend breaking the checks in place just to save a few seconds on amendments and there’s a cause and effect to everything.
If you’re having to make amendments constantly, then I would look at your business process as a whole and question why the buyer is inputting it wrong: either training issue or not enough information.
I don’t have a direct answer to your question, but Epicor has rules. If a part number exists in the part master, it is not allowed to be an “other” part. Try it… create a new PO, set the type to “other” and enter a part master part number. You’ll either get an error or it will change to “Inventory”. It’s the law.
Job Subcontract and Job Material lines are directly tied to the subcontract operation or job material item, so in this case it’s database referential integrity. Could they have programmed around that? Probably, but they didn’t.
To make changes the way you want to, you’d need to add new lines and close the existing line.
You could also enter an idea and see if they bite.