Triggering BPM from customization

Epicor ERP 10
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1

Hi all
I have a customization based on the Opportunity/Quote screen. I’ve added a lot of UD date fields to the QuoteDtl table - these fields are populated based on critical paths and timelines for a project in a BPM which is triggered when a new opportunity / quote and lines is added and is working ok.

My customisation is separate to the main quote screen and allows users to override one of the main date UD fields on the quotedtl table. However when the changes are saved and refreshed the background BPM is not being triggered. How can I manually call the BPM from within the customisation and trigger it manually to update these date fields?

Any help appreciated :slight_smile:

2

It depends on what business object method your logic is triggered on. If your customization is calling “QuoteDtl.Update” but your BPM is not built on “QuoteDtl.Update”, it won’t be invoked.
Could you provide some more details about what method your bpm is built upon? If it’s built on the method triggered during a new line, you might consider moving that logic to somewhere that is common to your customization logic.

3

One way to do it is to trigger a save action and then flag the update in pre-processing somehow.

I do this with a CallContextBPMData ShortChar field with a unique string value.

I tell the save to do whatever I want at that point or not to save at all if need be.

4

If you have a later version of Epicor that has Epicor Functions, you can call a function (which is essentially a BPM). Functions are callable just like any other business object. They don’t need to be triggered.

5

@timshuwy is right if you can use the REST Client lib on the client and call an EFX method you are all set. REST Client setup is in the help do a search see if it is there. I believe it came about in 10.2.500

2 Likes
6

You can use REST or you can access the *Svc C# APIs as well using a CallService<*SvcContract>() method.

1 Like
7

Thanks for all the help. Got it working :grinning: