Lot Search on Move Inventory Request Screen

Kinetic ERP
1

Hi guys,

Has anyone successfully added a lot search to the Move Inventory Request Screen?

I need to basically create a lot search that will filter to the lots on hand for the part selected and then essentially pre populate the Warehouse and Bin location based on the lot selected.

This lot would then populate onto the move request so it pre populates with the required lot when the pick is released to the EMW app.

Any help with this would be greatly appreciated.

2

We did a somewhat similar customization, less the auto-selection of warehouse and bin – these values default to the parts primary warehouse and bin values

At a high level, on Move Inventory Request, we:

  1. Added a LotNum field to the TransView data view

  2. Linked a search enabled text box to TransView.LotNum

  3. Created a function that is called after the part number is entered to see if the part is lot tracked. If true, enable the field, otherwise disable it with a row rule – this may be unnecessary given the Part data view is populated after a part number is entered, which has a TrackLots field already

  4. When the request is made upon save, we update CallContextBpm fields ShortChar01 = “FromRequest” and ShortChar02 = TransView.LotNum

  5. We then developed a data directive on MtlQueue with a condition that triggers if ShortChar01 = FromRequest to set MtlQueue.LotNum to the value set in ShortChar02

We have an open idea for this as well: Add Part Lot as optional field to material | Epicor Ideas Portal

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3

Hi Dylan, really appreciate you coming back to me on this and most of what you have said does make sense.

I have not yet have lots of experience with BPMs and Data directives - what you have said makes sense i just need to work out how to implement it.

Is it possible you could send me a copy of the BPM and Directive?

Can you reach out to me? My email is luke@sherwoodstainless.co.uk

I have also liked your idea in the portal so thanks for that.

4

Hi Dylan,

I have managed to resolve this thank you for your help.

Have done it a slightly different way but maanged to get it working.

Thanks again.

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