SalesOrder.CreateOrderFromQuote BPM failing everytime

Kinetic ERP
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1

Hi all,

So my intentions are to make it so that when a quote is made into an order from selecting “Get Opportunity/Quote” in the overflow menu of the Order Entry application, the Need By and Ship By dates are pulled in from the quote if they exist, and if not then there will be a bpm form that asks for those dates to be entered BEFORE saving the sales order to the database.

Everytime I use the Invoke BO Method to try to pull in the QuoteHed fields so I can set them to the result.OrderHed table, I get a nasty Compilation Error. We tried testing just a simple condition statement in this directory and it came back false everytime, leading us to assume that the result.OrderHed is false under after the base process finishes running.

Im running the preprocessing method in the Erp.BO.SalesOrder.CreateOrderFromQuote directive. Anyone either know how to fix my issue or know how to correctly reference and update one table based on another tables field?

Thanks!

2

I always recommend creating Orders from the Quote screen. The functionality is much better pushing from the quote than pulling from the quote. Both of those fields, plus more, are already included in the out of box screen.

Does not really answer your question, but wanted to put my 2 cents in.

1 Like
3

You will want to copy the Header fields after the CreateOrderFromQuote completes.