Purchase Order Term Codes Disappearing - Help Needed

After the 2023.2.6 update, we have had an issue with the Terms Codes Disappearing on our Purchase orders. This happens when a user creates a new PO or when a new line is added to the PO.

There are no customizations on the PO entry screen, no personalizations for the module on the user, no BPM’s / Functions for the PO tables. The only thing of note is that we have had a field security active for this since March of this year. If we disable that field security then the terms code works as it should.

Has anyone else run into this issue since the latest update, or had this problem in the past?

I was pointed to the following KB by support, but the issue persists with these changes as well:

https://epiccare.epicor.com/epiccare?id=epiccare_kb_article&sys_id=313345c1db9cb3c098710c65ca961986

Thanks for any and all help!

I don’t use field security and instead have a security group and in a DD check to see if the user is a member of the group that is allowed to make the change and a message telling them what group membership is needed to make the change.

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Any chance you could provide the steps to set this up? Also, give some context on what a DD check is, for those who don’t know XD?

Make a security Group
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Make a new In transaction Data Directive aka DD
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Add a condition and pick The user who called the method type


Set to does not belong and pick the group you made.
Add another condition and pick the specified field has been changed type

Set the field to TermsCode

Add a raise exception
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Set the message
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Validate and save it

Enable the directive and save it in group.
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Test it
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You can add the security group to your user and then it should not fire.
Export from Dev and import into test for review and approval for live. ( I use Directive Export for these, but some use solutions.
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Import into test. Remember to select the group and check the replace existing group if this an update or you will have multiples)
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Add any users who are allowed to change to the security group in User Maintenance.

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Awesome writeup! Ill be giving this a test. Thanks a ton for the help!