Im looking for a way to baq when a sales order is created vs “released”. Are these fields available directly in epicor so that i may write a baq to compile the data?
I’m not sure what field you’d be looking at for released. Do you mean when it’s taken off hold? Or possibly when the related Jobs are released?
As for when the order is created, there is not a Create Date in the OrderHed table as such. Some companies use the OrderDate field for that, but that field is editable by the users and can be off when duplicating orders. Do you know which fields you’re looking for here? The JobHead table does have a CreateDate field, not sure about Released date, I’d have to look at that.
This likely isn’t much help now, but for reporting like this, what I have done in the past is to add two fields to the OrderHed_UD table: “EntryDate_c” and “OffHoldDate_c” (our orders were “released” when the order was no longer on hold). These weren’t visible (or changeable) from Order Entry, and were only set by BPMs when the order is created or taken off hold, respectively.
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You can get Order Created date via the Change Log (if it is turned on). A little convoluted, but at least the date/time is on record.
Yeah if the Change Log is on then you should be able to grab the create date from the oldest ChgLog record. Something like the below BAQ should do the trick.
If you have book sales order checked in company config the BookDtl for line 1 will have a BookType of “new” record when the order is made.
I like @kve don’t know what you would call released, but for us since we use Case for contract review I would use the case closed date and time.
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