We are working towards migrating our Sales Order form customizations to Kinetic UX. This is an on premise installation, currently running 2023.2.6 and upgrading to the latest version. This is the only item holding us back and not sure how to proceed. In the Classic UX Sales Order form we have item in the Actions menu to Import an XML file from the client desktop. In a customization we have code to read and verify the file, then create Order Detail Lines, Order Releases and a Job for each release. Looking for suggestions on how to proceed?
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I think you’ll need a function that can decode the XML and then write your lines.
It’s up to you how you want to get to it. They have the overflow menu and you can add a tool that causes a slideout to pop open - put your file upload widget on the slide out with a Submit button and then hook an event to that submit button click (maybe have some sort of validation like you said that runs first), but then call the function you created that parses XML into order lines. You may need to then call a Refresh event to see the changes. You’ve got this. Break it into steps. I’m curious to hear how you decided to tackle it.
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I recently had to add a file to a Kinetic Layer. This is what I did:
Add File to Line Comments in PO Entry - Kinetic ERP - Epicor User Help Forum
Dan is on the right track. You have to recreate your customization code inside a function. Then use App Studio events to call that function. Good luck! We are rooting for you!
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Thanks for the suggestions, I now have a starting point. I will post my progress.
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We have our Kinetic 2025.2 Test server up and running.Now the task of moving this customization. I have a question.
How do I add a tool to the overflow menu? I clicked on the … in application studio thinking I could add something, but there was nothing there. Links to an tutorials or videos would be appreciated.
Now I see it. Thanks
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