Sales Order Entry Information automatically carried from Line to

Thank you for your reply Aaron.

When you mentioned write the value directly; do you
mean to actually click on the release tab and type it
in? or write code? I wrote some code so it gets
triggered when a new release line is entered; the
trigger is using the Epiview notification Add event;
however it only gets triggered when you actually click
on "File", "New Release" or select it from the white
sheet icon; it does not get triggered for the first
release record which gets inserted automatically right
after a new detail line is entered.

I used ShortChar01 as an example, but I am also trying
to carry over a checkbox01 field as well. ShortChar01
has purely text in it, some comments.

Thanks again,

Percy
--- Aaron Continelli <aaron@...> wrote:

> You will need to write the ShortChar02 value
> directly to the Order Release.
> What type of data are you storing in ShortChar02 at
> the line level that
> needs to be at the Release level?
>
>
>
> Aaron Continelli
>
> www.cre8tivetechs.com
>
> Office - (858) 457-2786
>
> Fax - (858) 457-2787
>
> Cell - (858) 967-4352
>
> E-mail - aaron@...
>
>
>
> Cre8tiveLogo Creative business intelligence for
> your enterprise.
> EPICOR_Authorized
>
>
>
> Cre8tive Technology & Design 4455 Morena Blvd. Suite
> 115, San Diego CA
> 92117
>
>
>
>
>
> From: vantage@yahoogroups.com
> [mailto:vantage@yahoogroups.com] On Behalf Of
> therealhackercat
> Sent: Tuesday, March 25, 2008 9:08 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Sales Order Entry Information
> automatically carried from
> Line to Release
>
>
>
> Hello Everyone,
>
> I am presented with a new challenge and I'm hoping I
> can get some
> assistance on this. I customized Sales Order Entry.
> I create a new
> order, after saving it, I enter a new line, enter
> all relevant
> information and save again. The Sales order entry
> program
> automatically creates a new release line, carrying
> over the dates I
> specified at the line level. That's all great;
>
> However, I customized the Line detail Grid at the
> bottom of the
> Summary tab and included to display the ShortChar02
> field; yet, after
> I finish entering the line and save, all values get
> carried to
> release level except for the userdefined field,
> ShortChar02.
>
> Has anyone found a method to carry userdefined
> fields from OrderDtl
> to OrderRel?
>
> I looked at the Custom FIeld Map utility found in
> "Utilities";
> unfortunately, there is predefined list of tables
> that can be used as
> source and target.
>
> I also enabled tracing and exported the XML file to
> see what methods
> are called, but it looks like all of the works is
> against the
> OrderDtl table and none to OrderRel.
>
> Any help would be greatly appreciated,
>
> Percy Perez
>
>
>
>
>
> [Non-text portions of this message have been
> removed]
>
>



____________________________________________________________________________________
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Hello Everyone,

I am presented with a new challenge and I'm hoping I can get some
assistance on this. I customized Sales Order Entry. I create a new
order, after saving it, I enter a new line, enter all relevant
information and save again. The Sales order entry program
automatically creates a new release line, carrying over the dates I
specified at the line level. That's all great;

However, I customized the Line detail Grid at the bottom of the
Summary tab and included to display the ShortChar02 field; yet, after
I finish entering the line and save, all values get carried to
release level except for the userdefined field, ShortChar02.

Has anyone found a method to carry userdefined fields from OrderDtl
to OrderRel?

I looked at the Custom FIeld Map utility found in "Utilities";
unfortunately, there is predefined list of tables that can be used as
source and target.

I also enabled tracing and exported the XML file to see what methods
are called, but it looks like all of the works is against the
OrderDtl table and none to OrderRel.

Any help would be greatly appreciated,

Percy Perez
You will need to write the ShortChar02 value directly to the Order Release.
What type of data are you storing in ShortChar02 at the line level that
needs to be at the Release level?



Aaron Continelli

www.cre8tivetechs.com

Office - (858) 457-2786

Fax - (858) 457-2787

Cell - (858) 967-4352

E-mail - aaron@...



Cre8tiveLogo Creative business intelligence for your enterprise.
EPICOR_Authorized



Cre8tive Technology & Design 4455 Morena Blvd. Suite 115, San Diego CA
92117





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
therealhackercat
Sent: Tuesday, March 25, 2008 9:08 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Sales Order Entry Information automatically carried from
Line to Release



Hello Everyone,

I am presented with a new challenge and I'm hoping I can get some
assistance on this. I customized Sales Order Entry. I create a new
order, after saving it, I enter a new line, enter all relevant
information and save again. The Sales order entry program
automatically creates a new release line, carrying over the dates I
specified at the line level. That's all great;

However, I customized the Line detail Grid at the bottom of the
Summary tab and included to display the ShortChar02 field; yet, after
I finish entering the line and save, all values get carried to
release level except for the userdefined field, ShortChar02.

Has anyone found a method to carry userdefined fields from OrderDtl
to OrderRel?

I looked at the Custom FIeld Map utility found in "Utilities";
unfortunately, there is predefined list of tables that can be used as
source and target.

I also enabled tracing and exported the XML file to see what methods
are called, but it looks like all of the works is against the
OrderDtl table and none to OrderRel.

Any help would be greatly appreciated,

Percy Perez





[Non-text portions of this message have been removed]
The issue I think that Percy is finding is that at the point of adding
a line, there is no release. On Save (update) the first release is
created.

The best way to handle this is Via a BPM post process on the update
method of the SalesOrder business object,

It should update the release shortchar02 in the table and the temp
table passed back to the UI.





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Aaron Continelli
Sent: 25 March 2008 17:03
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Sales Order Entry Information automatically
carried from Line to Release



You will need to write the ShortChar02 value directly to the Order
Release.
What type of data are you storing in ShortChar02 at the line level that
needs to be at the Release level?

Aaron Continelli

www.cre8tivetechs.com

Office - (858) 457-2786

Fax - (858) 457-2787

Cell - (858) 967-4352

E-mail - aaron@... <mailto:aaron%40cre8tivetechs.com>

Cre8tiveLogo Creative business intelligence for your enterprise.
EPICOR_Authorized

Cre8tive Technology & Design 4455 Morena Blvd. Suite 115, San Diego CA
92117

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of
therealhackercat
Sent: Tuesday, March 25, 2008 9:08 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Sales Order Entry Information automatically carried
from
Line to Release

Hello Everyone,

I am presented with a new challenge and I'm hoping I can get some
assistance on this. I customized Sales Order Entry. I create a new
order, after saving it, I enter a new line, enter all relevant
information and save again. The Sales order entry program
automatically creates a new release line, carrying over the dates I
specified at the line level. That's all great;

However, I customized the Line detail Grid at the bottom of the
Summary tab and included to display the ShortChar02 field; yet, after
I finish entering the line and save, all values get carried to
release level except for the userdefined field, ShortChar02.

Has anyone found a method to carry userdefined fields from OrderDtl
to OrderRel?

I looked at the Custom FIeld Map utility found in "Utilities";
unfortunately, there is predefined list of tables that can be used as
source and target.

I also enabled tracing and exported the XML file to see what methods
are called, but it looks like all of the works is against the
OrderDtl table and none to OrderRel.

Any help would be greatly appreciated,

Percy Perez



[Non-text portions of this message have been removed]