Sales Order Need By Date - Setting Programmatically

Epicor ERP 10
1

Let’s say I have a customer with a standard lead time of 30 days. Can I have Epicor auto-fill the need by date on sales orders entered for this customer based on that lead time, or is something like that only achievable VIA BPM?

2

Yeah, you’d set this via BPM. I mean, that is the layer for managing your business logic. I don’t think you’d need custom code though. Just do a look up on the customer and use that data to set your custom field.

3

Thanks. I was hoping there was an out of the box way to set this.

4

Assuming that you’re using DemandAddLeadTime
Create a new BPM on Erp.BO.SalesOrder.ChangeCustomer
Type: Post-Processing

Create new variable - I called mine leadDays as a int

Drag out variable creation and set it to leadDays

Expression:

Db.Customer.Where( r =>r.Company == callContextClient.CurrentCompany && r.CustNum == dsOrderHedRow.CustNum).Select( r =>r.DemandAddLeadTime).DefaultIfEmpty(0).FirstOrDefault()

Now drag out, set field…

The field you want to update… ds.OrderHed.NeedByDate

Expression:

DateTime.Today.AddDays(Convert.ToDouble(leadDays))

This gives you a starting point… :slight_smile: