Hello everyone, I am looking for a way to update UD fields once a month by query. I have a query to figure out who our top customers are, and I would like to assign them a priority number based on their standing. I am looking for a way within Epicor to build a new query with the query builder, or run my current query and then set the UD fields accordingly. Any help would be greatly appreciated, thank you!
There are many ways to accomplish this, but I assume you already have you BAQ built? That would be the starting point. From there, assuming the BAQ pulls the results and the “new” value you are looking to assign, you could leverage DMT to export that BAQ results as a DMT schema and use DMT to perform the upload. If you want to get fancy you could use Powershell and DMT to execute the BAQ and process the results automatically
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Thank you for the response. I will give this method a shot!