I am extremely new to Epicor and have been thrown into it to find out answers to questions I am not sure how to phrase.
What I am being asked to do is:
Add the tracking number from the Misc Shipment entry screen (MscShpHd.TrackingNumber) to the Service call center summary tab.
I am trying to accumulate the knowledge on adapters to do this. I assume I would need to create an adapter to this and then somehow reference it?
Also, Is there any good training on customization out there? I am starting to work through the Epicor training but it doesn’t really explain well, IMO.
You’ll need to read the Epicor Customization and Epicor Ice Tools Guide, do the Epicor Customization Course and a strong foundation on Epicor (the application). The rest just comes with trial and error, of course resources like this website are a great addition.
To add the tracking number from Misc Shipment screen the easiest way would be a BPM on the Update method in HDCase to lookup the Shipment Record and store the Tracking Number in a UD field.
Another option is using an FKV (Foreign Key View) which allows you to reference a Foreign Table in a Customization Keyed of an existing DataView. Both of these concepts are explained in the guides I mentioned.
What I meant was that when I was going through ParentView Name -> DetailView: PackNum was the only column name that pointed to the MscShpHd table where the tracking number is saved to.
What I need to key the connection between the Service call screen and the Misc Ship screen is the CallNum field, not PackNum.
When I select CallNum in the Column Name, it points to FSCallhd.CallNum.
Is there a way to have it connect to the MscShpHD table field of CallNum instead of the original one?
How do you add a Custom Like Value?
Thank you for your swift replies, I really appreciate it!
Find the field you want to change and change the Like value to the right one. It should me MiscShip.PackNum or something like that (Not sure on that one get the value from the Misc Shipment Table)
This will work as long as the CallNum is the same as the MiscShip.PackNum
When I go into ‘Custom Column Like’ tab and Edit CallNum to use the MscShpHd table and go to create foriegn key view, the option disappears from my selection list.
Ok I got it, that’s becasue that’s not a Queryable field. I thought you had made the PackNum be the same as the call Num. Instead you are using the CallNum fields in the Shipment table…FKV’s only work with primary keys. In this case you’ll have to use the BPM option.
Or manually lookup the record in code.
I tried all manner of doing this and I don’t think HelpDesk is the right table. I would think it should be MiscShip Method Directive I would need to use as that is where the tracking number will be updated either manually or by Manifest.
In my head,
I would open Erp.MiscShip.Update
Set a condition to trigger when the tracking number changes from any to other.
Add the ‘Update Table by Query’ and ‘Invoke BO Method’.
Set up ‘Invoke BO Method’ like this:
Invoke ‘Erp.ServiceCallCenter.UpdateExt’ BO method with ‘specified parameters’.
We do something like this from Misc Shipment to DMR using the DMR number in E9. The process is a method directive on MiscShp.Update. If the callnumber is not zero and the tracking number not blank then enable a post proccessing directive that sets a HDCase UD field to the tracking number.
I tried to convert my E9 abl and do this in E10, but that was well beyond my coding for now.