Margin Notification

Yahoo Archive
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We are currently on E905.702A
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I have gotten a request to setup a notification during the order entry process if the margin of a part entered goes below a certain point. That is, if the selling price entered gets to close to part cost. Has anyone done anything similar that would be willing to share the steps they took to do it? I was going to add a sheet and create a FKV to the Part Cost so that it will display, AND this would give me fields to key my bpm off of, but cost info is not available in Part.


With Regards,


Melody Fiedler

J.O.A.T. Specialist

Kwalyti Tooling & Machinery



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Best bet is a bpm have done this many times.
On SalesOrderUpdate pre-processing

On Wednesday, June 8, 2016, melody@... [vantage] <vantage@yahoogroups.com> wrote:

 
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  <p></p><p><span>I have gotten a request to setup a notification during the order entry process if the margin of a part entered goes below a certain point. That is, if the selling price entered gets to close to part cost. Has anyone done anything similar that would be willing to share the steps they took to do it? I was going to add a sheet and create a FKV to the Part Cost so that it will display, AND this would give me fields to key my bpm off of, but cost info is not available in Part.</span></p><p><span><br></span></p><p><span>With Regards,</span></p><p><span><br></span></p><p><span>Melody Fiedler</span></p><p><span>J.O.A.T. Specialist</span></p><p><span>Kwalyti Tooling &amp; Machinery</span></p><p><br></p><p><span><br></span></p><p></p>

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Jose C Gomez
Software Engineer


T: 904.469.1524 mobile

Quis custodiet ipsos custodes?

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When I have to do comparisons like this I use the BPM condition "number of rows in the designed query is not less than 1"


And then use the query builder to design the query (have to modify the resulting query to use the tt table of the table I am looking at and add in the condition to evaluate rowmod = “a” or "u"

Embarrassed to say I do not know which table PartCost is in so I can’t help you with the query.
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Thanks Sarah, but my problem lies in the Part Cost table records costs as Labor, Burden, Material, etc. I need to add these fields to get the total cost to compare to the dollar amount entered on the sales order. I thought I could do a simple Bpm using "the specified field of the changed row is less than the specified expression, using the specified expression to do the math for me. Unfortunately, using SalesOrder business object does not give me the ttpartcost as an option to produce the expression.


I feel like this should be relatively easy, and I just "can't see the forest for the trees"  :-)

I was hoping that someone has done something similar in the past or would be able chop the trees down for me! LOL


Melody

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Thanks Jose, I have made it that far, but I can't seem to find the right condition that will allow me to sum the components of the partcost to compare to the unit price of the line on the sales order. Any hints?
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What version are you on?


Jose C Gomez
Software Engineer


T: 904.469.1524 mobile

Quis custodiet ipsos custodes?

On Thu, Jun 9, 2016 at 11:13 AM, melody@... [vantage] <vantage@yahoogroups.com> wrote:

 
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  <p>Thanks Jose, I have made it that far, but I can&#39;t seem to find the right condition that will allow me to sum the components of the partcost to compare to the unit price of the line on the sales order. Any hints?</p>

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Are you on Epicor 9.05? If so the query can be free-typed so you can do this condition test all within the query. Not being familiar with the "PartCost" table, I would assume you could use the query builder to link orderdtl -> Partcost (by company and partnum) and then include in your query the condition you are testing.Â