Job and order need dates changed

Kinetic ERP
1

I have an updatable BAQ that allows our program folks to update the sales order need date and the job required date. It works fine for sales orders but will only allow date changes from the job entry - if you update in the BAQ the date will not change in job entry

any suggestions
thanks

2

To help the community provide the best answer, could you include as much of the information below as you can? Your question appears to be lacking some much needed context

  • Epicor Version
  • Deployment Type (Cloud, On Prem, 3rd Party Cloud etc)
  • The business problem you’re trying to solve
  • What you’ve already tried
  • Is this a Kinetic UX (Web) or Epicor Classic issue?
  • Is it related to a Method Directive, Data Directive, Function, BAQ, UBAQ, Configurator, etc.?
  • Any screenshots, error messages, or logs.
  • Any code you’ve written (or borrowed , make sure it is property formatted)
    ```
    code here
    ```
  • Steps to reproduce the issue

I do this and reschedule in a ubaq, so it is certainly possible. Fill out the above and if you are using custom code paste in into a code section.

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3

This is probably because changing the sales order dates doesn’t have any real scheduling impact, only changing the job dates impact the schedule. Because of this, the date changes for jobs must be done with business object methods, not with a base updateable BAQ. Building the BPM is not too difficult (compared to working in Kinetic App Studio…)
If you supply the extra info that Greg is asking for, we can certainly guide you towards a better solution.

4

Not sure when this field first appeared, but in Site Maintenance > Planning, there is a “Synchronize ReqBy Date with Demand Links” checkbox which theoretically might do that… but it would work off the Sales Order Ship By date (which is what MRP uses), so you’d need to have your Need By date update the Ship By date field.

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5
  • Epicor Version: Kintics 2024.1.10
  • Deployment Type (Cloud, On Prem, 3rd Party Cloud etc) : Gov Cloud
  • The business problem you’re trying to solve- Allow easy updates to Sales order and job delivery dates in one place
  • What you’ve already tried: updatable Dashboard / BAQ
  • Is this a Kinetic UX (Web) or Epicor Classic issue? Classic
  • Is it related to a Method Directive, Data Directive, Function, BAQ, UBAQ, Configurator, etc.? BAQ
  • Any screenshots, error messages, or logs: .No error message - the job date doesn’t change when the dashboard is updated - although the dashboard will update if the date is changed in job entry. So I know I am on the correct table
  • Any code you’ve written (or borrowed , make sure it is property formatted) No Extra code - basic BAQ
6

@Jeff22 I just took a look at the ubaq since I rarely do the BO method and you can only do one update there, but this is still solvable. If you update the sales order required date and then use the scheduling code from the code I posted below that made a job just to set the new required due date and reschedule the job.

I am making an order schedule only post processing routine, but don’t have time now to troubleshoot it.

BAQ is close, but not finished.
e10test.baq (46.7 KB)

7

If you check the box on the jobhead “Synchronize ReqBy Date with Demand Links” and then do global scheduling. It will update the Date.
Odd thing that I found was I have to run Global scheduling twice.
First to update the ReqBy Date then Second to schedule the job based on the new ReqBy Date.

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