Update UD DateField From the Order Line To the Order Release E9

We do a date stamp on new order releases, to catch when the release was created since may not be same as order date on header.

In-Transaction Data directive on OrderRel table

Condition: the OrderRel.Date05 field of the added row is equal to the  ?  expression
Actions:  set the OrderRel.Date05 field of the added row to the  Today expression

HTH,
Nancy

I was asked to add a UD date field to the sales order entry, that functions like the ship by and need by dates. I have added the UD date fields to the header, detail, and release tables. Then created a BPM using the get new order detail method to copy the header data to the detail data. Then I created a BMP using the get new order release method to copy the field from the detail to the release. It works perfectly except for the data does not copy to release 1, since Epicor creates this record on the save, not the add new. is there another method I should use to have release 1 populate? I tried using the update method and it did not seem to work. Any ideas would be great.

 

Thanks

-Phil

God speed… catching releases on the create is a nightmare. I’ve found the best way to achieve this is to in post process, get the release after it’s created in update, make the changes then in the same BPM run update again. It will take some tinkering to find the right combo. Alternately you might consider using a Data Directive that would likely be easier since your in 9 and it’s an option might be worth seeing if that can do you what you need it to.

 

Joshua Giese

CIO

 

Direct:     920.593.8299

IT Dept:   920.437.6400 Ext. 337

Site ID:    27450-E905702A-SQL64

Wisconsin Converting, Inc.

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, January 23, 2015 12:48 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Update UD DateField From the Order Line To the Order Release E9 702A

 

 

I was asked to add a UD date field to the sales order entry, that functions like the ship by and need by dates. I have added the UD date fields to the header, detail, and release tables. Then created a BPM using the get new order detail method to copy the header data to the detail data. Then I created a BMP using the get new order release method to copy the field from the detail to the release. It works perfectly except for the data does not copy to release 1, since Epicor creates this record on the save, not the add new. is there another method I should use to have release 1 populate? I tried using the update method and it did not seem to work. Any ideas would be great.

 

Thanks

-Phil