Hi, The purchasing team want to be able to add comments against PO lines via a nightly DMT script, using the ‘POCombined’. (they log all their notes on a spreadsheet during the day) It works fine or the unapproved PO’s, however, I need a way of unapproving the PO to allow the edit and then reappro…

You can use an updateable dashboard. The UBAQ looks something like this - just added widgets to BASE - to handle unapproving and approving. The user just modifies the CommentText field when editing. You could do the same with DMT if you wanted. Most the requests I do for this use a dashboard for thi…

Hi @danbedwards , have you actually done it and worked for you ?, because i have tried this idea and could not bypass the approve flag at all, even with invoking the changeApproveflag method [image]

any chance to share your uBAQ ?

Absolutely. This is 10.2.300 but I have similar back to 10.1.400 and up to 10.2.400. UpdatePOComments.baq (51.6 KB)

thanks, but can not see your modified advanced BPM workflow [image] [image]

Because I modify the base the custom logic does drop on import sometimes. There is a way around this. For now, you can add Set Field widget and do the following with 3 on each side of the Base. Before Base 1 - Set Approve = false 2 - Set ApprovalStatus = “U” 3 - Set ReadyToPrint = false After …

this work beautifully, many thanks mate, really appreciate your valuable tips pal, it is priceless [image] [image]

Here’s the powershell script. <# .SYNOPSIS Add comments to unapproved and approved Purchase Order Details csv file .DESCRIPTION The script loads the csv file using DMT. Any errors are put into the error file. The error file is used to generate a csv file with the approve flag set to false T…

Hi @danbedwards just noticed that PO does not re approved after this update, any idea ?

PO Detail Comment Text - Approved PO's

Epicor ERP 10

danbedwards (Dan Edwards) July 2, 2020, 1:56am 23

I added an example in this post uBAQ not updating PO.DocUnitCost

There are also examples of handling this within the Dashboard on this site you should be able to search and find.

Topic		Replies	Views
Edit POHeader custom fields after PO is approved Epicor ERP 10 e10 , customization	17	4408	November 14, 2019
uBAQ update UD field on approved POs Kinetic ERP dashboard	3	731	June 19, 2024
uBAQ to update UD field on approved POs Kinetic ERP bpm , baq , dashboard	12	4045	January 25, 2022
Purchase Order Line Comments Epicor ERP 10 e10 , epicor , purchase-order , po	7	1519	November 8, 2021
Updateable Dashboard for POs Epicor ERP 9	10	4163	May 13, 2020

PO Detail Comment Text - Approved PO's

Related topics