I am new to Epicor Kinetic Cloud environment. Now users requested to set default value what user entered in Order entry screen on ‘OrderHed’ field ‘DoNotShipBefore’ date to set on lines screen when adding new line.
I did this order entry screen through application studio
Added date field and mapped to ‘EpBinding’ as ‘OrderHed.DoNotShipBefore’ at Order Header
Added date field and mapped to ‘EpBinding’ as ‘OrderDtl.DoNotShipBefore’ at Detail screen
It is working user entered dates manually. But I need to display by default date value on line field same as order header field value. I don’t know how to set this in Epicor. If anyone helps how to set this, I highly appreciate.
I think you have a few options here. The best is probably what Greg mentions and learn how to start creating BPM’s. Part of learning how to do that is also learning how to Trace the business logic which varies a bit if you are using the client or the browser.
Sales Orders and Purchase Orders are funny beasts and not always the easiest place to start. The nature of the system auto-creating the releases on these make for a steeper learning curve on how to do certain things.
I’ve not used the Don’t Ship Before/After fields outside of an EDI scenario where they get filled in automatically. Now that you have the fields exposed on the UI, do a bit of testing and see how they behave. The Ship By and Need By dates on the Header get copied to new lines and new releases when they get created. There’s even an update method that updates the lines and releases when the header is updated. These may or may not also work for your Do Not Ship dates but I’m not sure either way.
To get you started along your path…In the Sales Order BO, there should be a Method along the lines of GetNewOrderHed. You might try starting with a Post Processing Directive there to get your header dates set to your desired default value.