Good morning everyone,
This was on a wish list for us, and I am wondering if there is a way to make these check boxes automated for order entry.
These boxes help us out when we process jobs.
The part exists check box I believe is already automated. When we put the order line on and the part is setup in part master that box comes in checked (Just a flag for us to know it will be an easier process)… or should be lol.
The Repeat Part check box is manually checked by order entry to let us know that the part has been processed and there is history in part adviser (an old job)
Can something be done for this to be automated? Is there a way a BPM can push that?
The Re-Quote check box would be the more difficult one to automate as we have parameters behind it to know when something needs to be requoted… Sometimes these parts are not setup in part master yet.
-last quote is over 6 months old
-We lost money on the last order or didn’t make enough
-New Revision
Does this sound like something that can happen or is it just a pipe dream? lol
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All of those things sound like they can be automated through BPMs, you just need to lookup the values that would correspond to your checks.
For instance in the case of Repeat Part, if you were to create a BPM that checked in the OrderDtl_PartNum was in an existing JobHead_PartNum and then from there set the custom field true if it was.
The Requote one is similar, you just need to know what you want to lookup/check against and then build up the Condition statement (you can have more than one row/one query).
If this is your first time delving into BPMs I would recommend seeing if Epicor/Epicweb has a BPM Cookbook in their downloads and/or documentation for your release, AFAIK it hasn’t changed a ton so even if it is not an exact match it is a good resource to get some ideas of how some of these work.
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Looks like I need to take a class or two
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While I certainly won’t knock formal training, if you have a testing environment you can play with, the BPM Cookbook is a good self led training resource. If you are just starting down the journey of BPMs and deeper customization than UD fields and screen edits it can be good to follow along through all their examples, even though many/most likely will not apply to your business they give a decent understanding of how the widgets work, how you can call methods, manipulate data etc.
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