I am looking to automate the process of moving inventory from one Epicor company to another using multi-company direct. I am able to call the multi-company direct process from a bpm, but I am having trouble finding any triggers on the other side of the process and finding any triggers in the external company. If anyone has experience with automating any of the inter-company process I would be very grateful of your assistance, any code snippets, or even just suggestions of concepts that could work. Thank You.
To the best of my knowledge there is no “direct” inventory transfer-like functionality between companies. Epicor is designed so that the two companies are at arms-length for all transactions… so there has to be a Sales Order at the originating company and a Purchase Order at the receiving company. Could you automate that? Probably… but the transactions all have to take place as far as I know.
EDIT: a Sales Order and a Shipment at the originating company, and a Purchase Order and a Receipt at the receiving company.
Correct. We use multi-company heavily, and you are correct, all of the transactions need to take place. However, I was looking for a trigger on the originating company side without any user actions. I still haven’t found anything yet, so I built function and put it on a schedule to work with a UD table that tracks the multi-company direct task numbers, then triggers actions from that. Here’s a brief overview of how it works:
- When the receiving company creates the Purchase Order, a UD record is created with that PONum and the external company id. It grabs the latest multi-company direct systasknum that was called.
- Multi-Company Direct runs on a schedule in both companies.
- A function also runs on a schedule, when it runs, it checks for UD records that match certain parameters, when it finds a multi-company direct systasknum that is greater than the one in the UD record, it updates the UD record.
- When the UD record is updated it creates a UD record in the external company (or originating company).
- The same process happens in the external company. However when the UD record updates in the external company, it triggers the inter-company direct receiving process that creates the sales order, then shipment, etc.
- And on and on and on…
This might not be the best way to accomplish this, as I would love something more ‘out-of-the-box’ from Epicor, so happy to hear anyone’s suggestions or solutions. Thanks.
What is the business problem you are trying to solve?
One company holds inventory for another company.
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