Hi Mackenziem,
Sorry for late reply. yes SO created from Quote. i try to run a test mail, i can receive the test mail, and even email receive when SO created directly from order entry.
Hi Bruce,
yes. this is ok. from CreateOrder no problem. only when SO created from quote no email send out.
…
2 Likes
I would take the parameter that I previously mentioned and pass that into a method to get more data about the sales order and try to form your email that way
1 Like
this
What everyone asking you to do the trace is trying to get you to understand, is that making an order from the quote screen and making an order from the order screen uses different business objects. I think there are 3 or 4 different BO’s that you have to cover to get all of the situations covered.
4 Likes
Sounds like you need a BPM on the Method that’s used when the SO is pushed from Quote Entry.
What Brandon said.
2 Likes
Banderson,
i do not know how to trace all the relevant BO. can you guide ?
Hi Mackenziem,
which parameter? i try your way to edit the config file to launch the trace, the trace screen pop up when i log in to Epicor, but after that, the screen did not changes whenever i navigate within the menu.
Jose has created a Tracker Helper utility. There are posts here on EpiUsers on tips for traces.
Is this an issue of Update vs MasterUpdate?
3 Likes
no. Multiple BO’s make orders from quote. There is one on the quote side to push to orders, and there is one one the order side to pull from a quote. Plus a wizard or two in there.
1 Like
I know I’m chiming in late on this, but I found the best way to set BPMs when an order is created from quote is to use an In-Tran Data Directive on OrderDtl. I have it look for rows in ttOrderDtl where RowMod == "A" && QuoteNum > 0 && QuoteLine > 0. If it finds any rows, I add a data tag to the record. Then I use a Standard Data Directive to trigger if the DataTag is found, remove the data tag (so it doesn’t get called again), and then I get the work done by invoking a function, BO Method, or whatever else I’m trying to do.
5 Likes
John,
In the post-processing directive, there is a parameter that is passed, that is the Sales Order number that is generated.
I’d refer to the comment that discusses the intransaction data directive.
Randy,
i managed to trace it from quote to order. but i don’t know where should it look for in the trace file to accomplish my task.
TraceData10980.txt (333.8 KB)
Hi Mackenziem,
the order num is there in the trace file. but the email still not send out.
TraceData10980.txt (333.8 KB)
Use the Tracker Helper utility I linked before to help you review the business objects (Methods) called in your trace file. You can create a trace where the email IS and is not working to see the differences in which BO’s are called.
You see the order number, But which method is being called? Your BPM isn’t on this method, so it won’t fire.
You’re basically saying to your butler,
“Let me know every time someone walks in my front door” and assuming that will let you know any time someone arrives.
But you’re forgetting that there is a backdoor, and a side door, (and maybe a window… 
)
You have to cover all of the ways and order can be created.
3 Likes
Banderson,
Thank you very much, the business object is BO.Quote.CreateOder.
i managed to fire the email when the SO is created from quote.
2 Likes
Right now, it look like from BO quote.CreateOrderFromQuote that I try, how to get to know which other BO to accomplish this send email? I really do not know how to trace this. Hope somebody can help.