Ok. I’ve scanned through a ton of posts (some rather funny) about this topic but I can’t seem to put my finger on the answer. Help!! I need to set the SalesRepCode1 field to always be the Customer.SalesRepCode when a new order is created. Specifically, it doesn’t work properly when converting a quo…

[image] dr_dan: set the SalesRepCode1 Have you tried something like the example below [image] This is what I have on a Test system, where I had been fiddling with setting the SalesRep a few weeks ago - hard coded a repcode. But let me know if it doesn’t work and I can try and check the pr…

Nancy, Thanks for the link. I think all we need to do is educate our order entry people that the Split needs to be entered on all quotes… I did notice the behavior I was expecting once I set that split.

Bruce, My BPM was not setup like that - but I can see why that might work where mine failed. I was trying post-processing and In-transaction directives. And I wasn’t always seeing the SalesRepCode1 available in the widget. I also didn’t consider the Update method because I thought - I don’t want to…

[image] dr_dan: why Post-Processing wasn’t working like I thought Yeah, not always obvious what the system is doing. When in doubt, I have gotten in the habit of using simple messageboxes in Pre/Post directives, no conditions. The setup does eats a little extra time but… makes it easy (for me…

In general when updating the sales order after converting from the quote you need to do the following: Add a post process BPM. Use the sales order business object and do a get by ID on the order indicated. (There is a variable that is filled with the new order number) Update the sales order data …

Trying to Update SalesRepCode1 on Order Header

Epicor ERP 10

Nancy_Hoyt (Nancy Hoyt) November 11, 2020, 3:11pm 2

Hi Dan,

Quote to order has some interesting behavior to be aware of. Maybe this helps: [BPM] Pushing Sales Rep into Sales Order - #2 by Nancy_Hoyt

Nancy

Topic		Replies	Views
[BPM] Pushing Sales Rep into Sales Order Epicor ERP 10 e10 , epicor , bpm , customization	7	3940	October 2, 2020
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Default Salesperson on Quote/Orders Epicor ERP 10 e10 , salesorder , quote , salesperson	12	7513	March 8, 2021
SalesRepList empty, but SalesRepCode1 exists? Epicor ERP 10 salesorder	5	1083	March 11, 2024
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Trying to Update SalesRepCode1 on Order Header

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