Need guidance on customization flow

Our Sales department would like the following:
Select existing Project or Right-Click to create new project on Quote Entry “Summary” Tab, and have that Project populated on all new Quote Lines. (We have one Project for all lines on a Quote and they don’t like having to enter it on every line.)

I can’t link directly to the Project from there, as the field is QuoteDtl.ProjectID so how do I get the project pulled into a TextBox? EpiRetrieverCombo? Then that should be linked to a ShortChar field in the QuoteHead table so it is saved and can be pulled via BPM on new lines?

Thought of launching the PJGO1040 Menu from a Button Click, but I don’t think I need to do that.
Once I have the Project pulled into the Summary Tab, I should be able to create a BPM that pulls that into any new Quote Line via the QuoteDtlSearch.GetNewQuoteDtl Method.

Some guidance from someone who has done similar is appreciated. Lost in the weeds.

Regards,
George Hicks
Visionaire Lighting

George,

As for populating new lines, you can put together a post-processing BPM on the “getnew” method, Set the added row to the value from the the header. ABL code would look something like:

for each ttQuoteDtl where ttQuoteDtl.RowMod = “A”,
each QuoteHed no-lock where QuoteHed.Company = ttQuoteDtl.Company and QuoteHed.QuoteNum = ttQuoteDtl.QuoteNum:
assign ttQuoteDtl.ProjectID = QuoteHed.ShortChar01.
end.

As for populating the text box on the header, there’s a couple options. Depending on how many quotes you have, you may want to consider a retriever combo. Or, it can be a regular text box with a search button - use the customization wizard “simple search”.

Hope that helps.

Kevin Simon
SimsTrak Consulting

Thanks Kevin!
I was able to add an EpiCombo to the QuoteHead Summary screen which allows selection of Project, and stores the description to QuoteHed.Character05. I can query the DB and see it is getting populated.
I played with several Pre and Post Processing Methods, and have a Post processing rule for the Quote.GetNewQuoteDtl and added the Action to display a messagbox which fires when new line is created. This works, but when I add the field to the message to display the QuoteHed.Character05 it is blank, meaning that it is not reading the field so I can’t use it to fill in the QuoteDtl.ProjectID anyway.
I wanted to stay away from ABL and just use the Method actions, but I may have to use ABL and I appreciate your code guide. I am not an ABL programmer so I try to avoid it when I can. :wink:

I will let you know how it goes, and if I need any additional help. I cannot right-click and add a new project from the EpiCombo, so I am going to have to use a button and populate a textbox I think to get that functionality but baby steps first.

Regards,

George Hicks