Keep and display purchase order revision history from a BPM?

Kinetic ERP
1

Hey,

The purchasing folks would like to keep in some kind of snapshot history of a PO whenever it’s revised.

I’m thinking something like this:

Add UD field POHeader.RevisionNum_c.

When the PO is approved, a BPM increments POHeader.RevisionNum_c, generates a PDF copy, and stores it in a network folder.

We could use APR to generate and email the PDF, but it might not be printed for each approval.

I’m not immediately seeing a way to do this from a BPM. Any experience here?

Thanks,

Joe

2

Hi @jdtrent ,

Conceptual I guess you could look at kind of cloning the PO tableset in a UD100 / UD100A table I guess, the main variables will be if there are specific things that they would like to track.

I guess you could dump:

POHeader —> UD100
SupplierID
TotalAmmount
MiscCharfesTotal
Etc…

Iterate over PORels with some
Detials from PODetail → UD100A
Qty
Partnum
Unit price
Cost code
Due date

Or something along those lines
Set some of the UD100A bools by comparing field changes unmodified row vs update/added/deleted

3

Cool. That’s an option to present to the purchasing folks.

Thanks, Alex

Joe

4

Have you looked at Change Logging the fields that they want to monitor?

5

A little. But it doesn’t really keep a snapshot of the PO. And if you delete a PO line the log detail is deleted too, unless that functionality has changed.

Thanks,

Joe

6

Deletions in change logging has always been an issue, but you can get around that by using a UD table