I've had similar problems with BPMs and Sales Kits. I think the records may be added as one server call. They may have done this for performance reasons.
We also have information in UD fields on Quote that I want to pass to the Sales Order. This may not be the best solution but it works. I force my users to push the quote (yes this may take a bit longer), then they go to Sales Order and retrieve the sales order, on the GetBy ID I check if the first line is from a Quote by checking the OrderDtl.QuoteNum > 0, If from a quote, I go line by line and bring the UD fields from the quote. Then I set a CheckBox on the OrderHed to control this BPM routine is only run once.
If you do find a better solution, please post it.
We also have information in UD fields on Quote that I want to pass to the Sales Order. This may not be the best solution but it works. I force my users to push the quote (yes this may take a bit longer), then they go to Sales Order and retrieve the sales order, on the GetBy ID I check if the first line is from a Quote by checking the OrderDtl.QuoteNum > 0, If from a quote, I go line by line and bring the UD fields from the quote. Then I set a CheckBox on the OrderHed to control this BPM routine is only run once.
If you do find a better solution, please post it.
--- In vantage@yahoogroups.com, "redrhyno13" <cwineinger@...> wrote:
>
> I'm trying to trigger a BPM to pull in UD fields from the quote to Kit component lines (not the parent) but the BPM is only pulling UD fields for the parent parts. We create a quote then go to sales order and get opp/quote and import the quote into a new sales order.
> Any help in finding the correct BPM to trigger this would be helpful.
>
> Currently, I'm using a method BPM for Sales order - Update
>
> Conditions
> the OrderDtl.Rowmod field of the changed row is equal to the "A" expression
>
> Actions
> for each ttorderdtl, each quotedtl where quotedtl.Company = ttorderdtl.Company and quotedtl.QuoteNum = ttorderdtl.Quotenum and quotedtl.QuoteLine = ttorderdtl.QuoteLine no-lock.
>
> If available quotedtl then do:
>
> Assign ttorderdtl.ProjectID = quotedtl.ProjectID.
> Assign ttorderdtl.Character01 = quotedtl.Character01.
> Assign ttorderdtl.ShortChar01 = quotedtl.ShortChar01.
> Assign ttorderdtl.Number01 = quotedtl.Number01.
> Assign ttorderdtl.ShortChar02 = quotedtl.ShortChar02.
> Assign ttorderdtl.Number02 = quotedtl.Number02.
> Assign ttorderdtl.Number03 = quotedtl.Number03.
> Assign ttorderdtl.Character03 = quotedtl.Character03.
> Assign ttorderdtl.Character04 = quotedtl.Character04.
>
> end.
>
> end.
>
> Thanks,
>
> Chris Wineinger
> ERP Specialist
> Interior Systems Inc.
>