I’m writing a BPM that modifies the sales order when it is created from the quote. When I run a trace the log does not show any sales order methods being called. Does anyone have any experience with the quote to order methods?

Have a look at this post, it shows how to find and set fields on a Sales Order from a quote [image] Custom BPM to add QuoteHed_UD field to Sales Order on Opp to Sales Order processing ERP 10 Hello @bschiefen We use the same method to convert all our Quotes (from the quot…

There are two methods (from two BO’s) that create an order from a quote. If you’re in Quote Entry, then Quote.CreateOrder() is used. If your in Order Entry, then something like Sales.GetQuote() (I’m sure that’s not right, I’m going from memory. Just look for a Sales method whose name implies maki…

Thanks that’s a great example. I’m trying to make changes to the lines instead of the header. When i run this it modifies the first line of the order but not the following lines.

Ok, can you post what you have done, I’ll have a look at it

Some examples… //Sets OrderDtl fields var OrderDtls = Db.OrderDtl.Where(o => o.Company == Session.CompanyID && o.OrderNum == orderNum).ToList(); if(OrderDtl != null) { foreach( var OrderDtl in OrderDtls) { OrderDtl.field1Name = "value"; // or other reference } } //Sets SO detail field…

I believe I have it figured out thanks to your examples. Thank you !

i don’t know if you can help me. I have progress code and i need to convert in SQL/C# and i start in programation and i never saw progress. the progress abl code is FOR EACH ttQuoteDtl : FIND FIRST OrderDtl WHERE OrderDtl.Company = ttQuoteDtl.Company AND OrderDtl.OrderNum = OrderNum AND OrderD…

Quote to order method

Epicor ERP 10

LBARKER (Lawson Barker) May 6, 2021, 12:49pm 2

Have a look at this post, it shows how to find and set fields on a Sales Order from a quote

You can set any header fields with this code and with a little tinkering you can set detail fields too

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Quote to order method

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