Order Entry - Populate a UD field from the ShipTo table using Custom Column Like

Kinetic ERP
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Hoping someone here can help or at least shed some light as to why setting up a Custom Column Like in DataTools works matching a QuoteHed.UD_Field to ShipTo.UD _Field works in Opportunity / Quote Entry but Not in Order Entry matching OrderHed.UD_Field to ShipTo.UD_Field.
Here is the settings in Quote Entry

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Here is the settings in Order Entry
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I do the exact same setup in Order Entry only using OrderHed.UD_Field. It seems to add to the Columns with Exisiting Like Values. I can close the data Tools and open it and it will still be there. I can then set the bindings and it will Show the Liked Field. Save the Customization and run it but it does not work, Look at field help and the like field is gone, edit the form and the Like Property is gone in the bindings and in the data tools

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@bwhite I don’t know why and rarely search for the why I just put in a workaround and move on.

I use a post processing bpm on SalesOrder.ChangeShipToID to do this kind of copying and not a customization.

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@gpayne, I am still new to Epicor so I still have hope… But I have tried BPM and DD’s as well to get this to work and neither works.

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Do you have the ice tools guide for bpms? There are some examples there that will be similar to how to do this. I have one that does it in code, but trying to do more simple things in widgets these days.

I will post something shortly.

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@gpayne I do have guide. I have used various methods of gathering data, weather it be a stock field or a UD field, from other tables to populate a table I am working with either thru Customizations, BPM, DD etc. But for some reason The ShipTo table in Order Entry is a problem.
In Order Entry the ShipTo Table is not available, as looking thru Bindings the table is not there but in OrderHed the field ShipToNum is there. So I know that this App is using ShipTo because when you select a Ship To, the form populates with the Ship To info that it has to be getting from the ShipTo table.

Any help you can provide would me appreciated. It could be something simple that I am overlooking.

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This bpm is post processing so the data is moving from the sever to the client and it reads the shipto table and adds the data to the OrderHed record. First it assigns the lookup values to variables so we do not join a ds or tt table. Then the query populates the Orderhed.orderComment with the shipto.City since I don’t have your UD fields, so after you import it you will need to update the query and the binding.

E10 Get ShipTo Data.bpm (25.4 KB)

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Thank you Greg, that was perfect, works like a charm

1 Like