So I would like to copy the comments automatically when a Quote is converted to an Order using a BPM Method Directive. It does not seem like this BPM is being triggered. [image] [image] [image] [image] Can someone give me some advice here?

Ya. I did it this way using DD and widgets, but more brute force method I only added a check for already present field since it’s looking at changed rows. [image] Thanks everyone for looking!

There are two ways to convert which each trigger it’s own method directive. From SO Entry, Actions -> Get Opportunity/Quote. This one triggers SalesOrderEntry.CreateOrderFromQuote From Opp/Quote Entry, Actions -> Quote -> Create Sales Order. This one triggers Quote.CreateOrder Which scree…

I’ve tried both places and neither seems to be triggering, but I am using the Get Opportunity/Quote under the sales order screen. I figured once I had it working correctly, I would update & migrate to the other location. I have tried this equivalent setup in the pre and post locations and neither…

I would put a simple popup in the directive to be sure it’s firing.

Got it now, need to do from the Quote side but a huge thanks to @timshuwy for the assist to set me on the correct path! Solution is like this: based on: Help debugging BPM Code [image] First Query setter adds to the dataset for the comments desired. Second and Third fill the UpdExtSalesOrderTa…

Well as this is only 1/2 of the solution I tried implementing a similar solution on the Quote Create Order and getting an error. Here is the code: using (var txtScope=IceContext.CreateDefaultTransactionScope()) { using (var svc=Ice.Assemblies.ServiceRenderer.GetService<Erp.Contracts.SalesOrder…

If you are updating only comments field, try directly updating OrderDtl table using the BPM.

Soon as I add the Erp.Contracts.BO.SalesOrder reference it gives me the above error. Seems like I will need to put this in a DD vs MD and update on field change unless someone has a better idea?

I have had similar issues… This happens when you are trying to create a second instance of the contract. That means that the contract is already there. As someone else suggested, you may need to move this to a DATA directive. ALSO… I think the Data Directive will resolve a problem where your logic…

[image] timshuwy: Another (untested) approach in the latest versions of epicor would be to create an Epicor FUNCTION. Hi @timshuwy , I did test this approach and got the same error message. In my case, I’m trying to default some UD fields in QuoteDtl that get pulled in from associated UD fi…

Simple BPM Question

Epicor ERP 10

Edge (Stephen Edginton) November 30, 2020, 4:54pm 12

Mark the team is addressing the issue with contract conflicts so that should help in the future.

Method Directive BPM - ReceiptsFromMfg - Clash on Tablesets

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Simple BPM Question

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